Strategy Inc
MSTR- Exchange
- Nasdaq
- Industry
- Finance Services
- SEC CIK
- 0001050446
In the last 90 days, Strategy Inc insiders filed 0 open-market purchases and 8 sales; 852 institutions reported holding it in 13F filings for Q2 2026, worth $18.2B in total; no superinvestor holds it.
13F holders, Q2 2024
Institutional positions in Strategy Inc as of Jun 30, 2024. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 592
- +68 vs. Q1 2024
- Shares held
- 9.05M
- −576.5K (−6.0%) vs. Q1 2024
- Total value
- $12.5B
- −$3.93B (−24.0%) vs. Q1 2024
- New holders
- 136
- 223 more added
- Sold out
- 68
- 149 more reduced
6 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting MSTR on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 852 | $18.2B |
| Q1 2026 | 946 | $24.7B |
| Q4 2025 | 982 | $26.6B |
| Q3 2025 | 1,087 | $45.1B |
| Q2 2025 | 1,161 | $55.5B |
| Q1 2025 | 1,013 | $36.2B |
| Q4 2024 | 993 | $31.1B |
| Q3 2024 | 662 | $16.0B |
| Q2 2024 | 592 | $12.5B |
| Q1 2024 | 530 | $16.4B |
| Q4 2023 | 370 | $5.14B |
| Q3 2023 | 295 | $2.29B |
| Q2 2023 | 271 | $2.39B |
| Q1 2023 | 252 | $1.92B |
| Q4 2022 | 212 | $812.8M |
| Q3 2022 | 231 | $1.25B |
| Q2 2022 | 238 | $1.05B |
| Q1 2022 | 268 | $3.00B |
| Q4 2021 | 290 | $3.26B |
| Q3 2021 | 287 | $3.30B |
| Q2 2021 | 270 | $4.24B |
| Q1 2021 | 287 | $3.86B |
Institutions, Q2 2024
Shares, value and share of portfolio for each institution holding Strategy Inc; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Aviso Wealth Management | 1,303 | $1.79M | 1.07% | −12−0.9% | Reduced |
| Cardiff Park Advisors, LLC | 1,299 | $1.79M | 0.17% | −1,261−49.3% | Reduced |
| Equitable Holdings, Inc. | 1,292 | $1.78M | 0.02% | −35−2.6% | Reduced |
| Gulf International Bank (UK) Ltd | 1,285 | $1.77M | 0.04% | +1,285 | New |
| Simplex Trading, LLC | 1,276 | $1.76M | 0.06% | +1,276 | New |
| Paradigm Financial Partners, LLC | 1,265 | $1.74M | 0.26% | +15+1.2% | Added |
| Fiduciary Alliance LLC | 1,292 | $1.71M | 0.28% | +158+13.9% | Added |
| CWM, LLC | 1,236 | $1.70M | 0.01% | +407+49.1% | Added |
| Blair William & Co | 1,234 | $1.70M | 0.01% | +33+2.7% | Added |
| CIBC World Markets Inc. | 1,224 | $1.69M | 0.00% | −490−28.6% | Reduced |
| Maryland State Retirement & Pension System | 1,220 | $1.68M | 0.03% | +1,220 | New |
| Harvest Investment Services, LLC | 1,196 | $1.65M | 0.65% | +528+79.0% | Added |
| Nordea Investment Management AB | 1,108 | $1.60M | 0.00% | +1,108 | New |
| Mercer Global Advisors Inc | 1,162 | $1.60M | 0.00% | −150−11.4% | Reduced |
| IHT Wealth Management, LLC | 1,141 | $1.57M | 0.06% | +192+20.2% | Added |
| B & T Capital Management DBA Alpha Capital Management | 1,133 | $1.56M | 0.30% | −181−13.8% | Reduced |
| Brookstone Capital Management | 980 | $1.56M | 0.03% | +272+38.4% | Added |
| KBC Group NV | 1,126 | $1.55M | 0.00% | +813+259.7% | Added |
| MBB Public Markets I LLC | 1,115 | $1.54M | 0.03% | +1,115 | New |
| Balyasny Asset Management LLC | 1,106 | $1.52M | 0.00% | +68+6.6% | Added |
| Scientech Research LLC | 1,103 | $1.52M | 0.31% | +879+392.4% | Added |
| Fiduciary Trust Co | 1,060 | $1.46M | 0.02% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 1,047 | $1.44M | 0.02% | −160−13.3% | Reduced |
| MTM Investment Management, LLC | 1,047 | $1.44M | 0.59% | +36+3.6% | Added |
| Man Group plc | 1,040 | $1.43M | 0.00% | +1,040 | New |
| Stratos Wealth Advisors, LLC | 1,038 | $1.43M | 0.07% | +39+3.9% | Added |
| EverSource Wealth Advisors, LLC | 884 | $1.43M | 0.09% | +803+991.4% | Added |
| Perigon Wealth Management, LLC | 1,015 | $1.40M | 0.04% | −38−3.6% | Reduced |
| O'Shaughnessy Asset Management, LLC | 1,004 | $1.38M | 0.01% | +284+39.4% | Added |
| GSG Advisors LLC | 1,003 | $1.37M | 0.48% | −247−19.8% | Reduced |
| Campion Asset Management LLC | 994 | $1.37M | 1.08% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 991 | $1.37M | 0.02% | +13+1.3% | Added |
| Chicago Partners Investment Group LLC | 829 | $1.33M | 0.05% | −162−16.3% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 948 | $1.31M | 0.06% | +39+4.3% | Added |
| BIT Capital GmbH | 947 | $1.30M | 0.12% | +947 | New |
| CAPROCK Group, Inc. | 935 | $1.29M | 0.05% | +935 | New |
| Senator Investment Group LP | 930 | $1.28M | 0.06% | 00.0% | Unchanged |
| Arete Wealth Advisors, LLC | 923 | $1.28M | 0.10% | +923 | New |
| Pathstone Holdings, LLC | 916 | $1.26M | 0.01% | +191+26.3% | Added |
| Hilltop Holdings Inc. | 915 | $1.26M | 0.15% | −50−5.2% | Reduced |
| Atria Wealth Solutions, Inc. | 903 | $1.24M | 0.01% | −25−2.7% | Reduced |
| Ambassador Advisors, LLC | 900 | $1.24M | 0.22% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 887 | $1.22M | 0.46% | +87+10.9% | Added |
| Kovack Advisors, Inc. | 886 | $1.22M | 0.13% | +537+153.9% | Added |
| Synergy Financial Management, LLC | 874 | $1.20M | 0.19% | +113+14.8% | Added |
| Amalgamated Bank | 870 | $1.20M | 0.01% | +365+72.3% | Added |
| Manhattan West Asset Management, LLC | 869 | $1.20M | 0.32% | −5−0.6% | Reduced |
| Buckingham Strategic Wealth, LLC | 850 | $1.17M | 0.01% | +198+30.4% | Added |
| Geneos Wealth Management Inc. | 850 | $1.17M | 0.05% | −24−2.7% | Reduced |
| CIBC World Markets Corp | 849 | $1.17M | 0.01% | +849 | New |
| Financial Advocates Investment Management | 845 | $1.16M | 0.07% | +183+27.6% | Added |
| Parallel Advisors, LLC | 843 | $1.16M | 0.03% | +746+769.1% | Added |
| Candriam Luxembourg S.C.A. | 835 | $1.15M | 0.01% | +835 | New |
| Utah Retirement Systems | 830 | $1.14M | 0.01% | +830 | New |
| Rathbone Brothers plc | 826 | $1.14M | 0.01% | +129+18.5% | Added |
| Schonfeld Strategic Advisors LLC | 814 | $1.12M | 0.01% | +572+236.4% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 812 | $1.12M | 0.01% | −57−6.6% | Reduced |
| Janus Henderson Group PLC | 800 | $1.10M | 0.00% | −4,797−85.7% | Reduced |
| Wealthfront Advisers LLC | 785 | $1.08M | 0.00% | +78+11.0% | Added |
| Wedbush Securities Inc | 785 | $1.08M | 0.04% | +186+31.1% | Added |
| United Capital Management of KS, Inc. | 775 | $1.07M | 0.24% | +55+7.6% | Added |
| Kestra Private Wealth Services, LLC | 775 | $1.07M | 0.02% | +482+164.5% | Added |
| Csenge Advisory Group | 772 | $1.06M | 0.06% | +59+8.3% | Added |
| Bank of Nova Scotia | 770 | $1.06M | 0.00% | +770 | New |
| JustInvest LLC | 760 | $1.05M | 0.02% | +181+31.3% | Added |
| Turim 21 Investimentos Ltda. | 759 | $1.05M | 0.27% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 757 | $1.04M | 0.08% | +130+20.7% | Added |
| Independent Financial Group, LLC | 755 | $1.04M | 0.04% | +243+47.5% | Added |
| Clarity Capital Partners LLC | 755 | $1.04M | 0.64% | +290+62.4% | Added |
| Bellecapital International Ltd. | 749 | $1.03M | 0.22% | −91−10.8% | Reduced |
| Dynamic Advisor Solutions LLC | 740 | $1.02M | 0.03% | +393+113.3% | Added |
| Harbor Capital Advisors, Inc. | 725 | $999.0K | 0.08% | +572+373.9% | Added |
| Prospera Financial Services Inc | 723 | $995.8K | 0.03% | +723 | New |
| Jennison Associates LLC | 704 | $969.7K | 0.00% | +231+48.8% | Added |
| Engineers Gate Manager LP | 693 | $954.6K | 0.02% | +693 | New |
| HHM Wealth Advisors, LLC | 687 | $946.3K | 0.14% | +585+573.5% | Added |
| Paloma Partners Management Co | 682 | $939.4K | 0.08% | +682 | New |
| Baader Bank INC | 826 | $926.6K | 0.07% | +826 | New |
| SEI Investments Co | 672 | $925.7K | 0.00% | +97+16.9% | Added |
| Harbour Investments, Inc. | 670 | $922.9K | 0.03% | +411+158.7% | Added |
| Paul Damon & Associates, Inc. | 667 | $918.8K | 0.63% | +125+23.1% | Added |
| MRP Capital Investments, LLC | 650 | $895.4K | 0.84% | +650 | New |
| Gladstone Institutional Advisory LLC | 628 | $865.1K | 0.05% | +418+199.0% | Added |
| Wellington Management Group LLP | 623 | $858.2K | 0.00% | −20,092−97.0% | Reduced |
| Parallax Volatility Advisers, L.P. | 622 | $856.8K | 0.02% | +33+5.6% | Added |
| Warren Averett Asset Management, LLC | 610 | $840.3K | 0.02% | 00.0% | Unchanged |
| Dai-Ichi Life Insurance Company, Ltd | 600 | $826.5K | 0.02% | +600 | New |
| Savant Capital, LLC | 599 | $825.1K | 0.01% | +15+2.6% | Added |
| AdvisorNet Financial, Inc | 595 | $819.6K | 0.07% | +56+10.4% | Added |
| Annex Advisory Services, LLC | 586 | $807.2K | 0.03% | +39+7.1% | Added |
| Intech Investment Management LLC | 584 | $804.4K | 0.01% | +584 | New |
| STRS Ohio | 573 | $789.3K | 0.00% | −927−61.8% | Reduced |
| CAP Partners, LLC | 541 | $745.2K | 0.61% | +35+6.9% | Added |
| Capstone Financial Advisors, Inc. | 540 | $743.8K | 0.05% | +540 | New |
| Evergreen Wealth Solutions, LLC | 540 | $743.8K | 0.53% | 00.0% | Unchanged |
| Quantitative Investment Management, LLC | 534 | $735.0K | 0.08% | +534 | New |
| Sterling Investment Advisors, Ltd. | 533 | $734.2K | 0.20% | 00.0% | Unchanged |
| Visionary Wealth Advisors | 524 | $721.1K | 0.05% | +104+24.8% | Added |
| Coldstream Capital Management Inc | 518 | $713.5K | 0.02% | +360+227.8% | Added |
| SeaCrest Wealth Management, LLC | 518 | $713.5K | 0.08% | +26+5.3% | Added |