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 |
|---|---|---|---|---|---|
| Brinker Capital Investments, LLC | 231 | $318.2K | 0.00% | +67+40.9% | Added |
| Orion Portfolio Solutions, LLC | 231 | $318.2K | 0.00% | +67+40.9% | Added |
| Phoenix Holdings Ltd. | 211 | $315.4K | 0.00% | +91+75.8% | Added |
| Swiss Life Asset Management Ltd | 228 | $314.0K | 0.00% | +228 | New |
| Lido Advisors, LLC | 227 | $313.1K | 0.00% | +227 | New |
| Wealthcare Advisory Partners LLC | 227 | $312.7K | 0.01% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 226 | $311.0K | 0.02% | −94−29.4% | Reduced |
| Concurrent Investment Advisors, LLC | 224 | $308.0K | 0.01% | +224 | New |
| Meiji Yasuda Asset Management Co Ltd. | 220 | $303.0K | 0.01% | +220 | New |
| Farrell Financial LLC | 218 | $300.3K | 0.23% | +41+23.2% | Added |
| Oxford Wealth Group, LLC | 216 | $297.5K | 0.20% | +216 | New |
| Strategic Blueprint, LLC | 215 | $296.2K | 0.02% | +30+16.2% | Added |
| Banque Cantonale Vaudoise | 215 | $296.0K | 0.01% | +143+198.6% | Added |
| Altiora Financial Group, LLC | 211 | $290.6K | 0.07% | +10+5.0% | Added |
| Quantbot Technologies LP | 211 | $290.6K | 0.01% | +204+2,914.3% | Added |
| Oxler Private Wealth LLC | 209 | $287.9K | 0.11% | +17+8.9% | Added |
| The PNC Financial Services Group, Inc. | 209 | $287.9K | 0.00% | −235−52.9% | Reduced |
| Capital Advisors Inc | 208 | $286.5K | 0.01% | +36+20.9% | Added |
| Advisory Research Inc | 205 | $282.4K | 0.05% | +13+6.8% | Added |
| Riverview Capital Advisers, LLC | 203 | $279.6K | 0.09% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 203 | $279.6K | 0.01% | +3+1.5% | Added |
| Pacer Advisors, Inc. | 202 | $278.3K | 0.00% | −40−16.5% | Reduced |
| Resources Investment Advisors, LLC. | 202 | $278.3K | 0.00% | +37+22.4% | Added |
| Toronto Dominion Bank | 2,018 | $278.0K | 0.00% | +1,568+348.4% | Added |
| Keebeck Wealth Management, LLC | 200 | $275.5K | 0.04% | −7−3.4% | Reduced |
| Mesirow Financial Investment Management, Inc. | 200 | $275.5K | 0.01% | 00.0% | Unchanged |
| Wealthquest Corp | 200 | $275.5K | 0.03% | 00.0% | Unchanged |
| Gilbert & Cook, Inc. | 200 | $275.5K | 0.04% | 00.0% | Unchanged |
| Axxcess Wealth Management, LLC | 200 | $275.5K | 0.01% | 00.0% | Unchanged |
| LongView Wealth Management | 200 | $275.5K | 0.10% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 200 | $275.5K | 0.14% | 00.0% | Unchanged |
| Cascade Financial Partners, LLC | 200 | $275.5K | 0.04% | 00.0% | Unchanged |
| Palisade Capital Management LLC | 200 | $275.5K | 0.01% | +200 | New |
| Gilman Hill Asset Management, LLC | 200 | $275.5K | 0.05% | +200 | New |
| American Asset Management Inc. | 200 | $275.5K | 0.33% | +200 | New |
| Wallace Hart LLC | 200 | $275.5K | 0.21% | +200 | New |
| Frisch Financial Group, Inc. | 200 | $275.0K | 0.08% | 00.0% | Unchanged |
| Aptus Capital Advisors, LLC | 197 | $271.4K | 0.01% | −1−0.5% | Reduced |
| Gerber Kawasaki Wealth & Investment Management | 196 | $270.0K | 0.01% | −2−1.0% | Reduced |
| HighPoint Advisor Group LLC | 165 | $265.0K | 0.02% | +2+1.2% | Added |
| Evergreen Capital Management LLC | 192 | $264.5K | 0.01% | +9+4.9% | Added |
| Great Valley Advisor Group, Inc. | 191 | $263.1K | 0.01% | −6−3.0% | Reduced |
| Yousif Capital Management, LLC | 191 | $263.1K | 0.00% | +35+22.4% | Added |
| Metis Global Partners, LLC | 190 | $261.7K | 0.01% | +190 | New |
| Lodestar Private Asset Management LLC | 187 | $257.6K | 0.04% | 00.0% | Unchanged |
| Finivi Inc. | 187 | $257.6K | 0.21% | +17+10.0% | Added |
| Unique Wealth Strategies, LLC | 150 | $255.7K | 0.12% | 00.0% | Unchanged |
| Whittier Trust Co | 185 | $254.8K | 0.00% | 00.0% | Unchanged |
| Brighton Jones LLC | 184 | $253.9K | 0.01% | +25+15.7% | Added |
| Northwestern Mutual Wealth Management Co | 183 | $252.1K | 0.00% | +108+144.0% | Added |
| Palisades Hudson Asset Management, L.P. | 180 | $248.0K | 0.11% | −41−18.6% | Reduced |
| Guggenheim Capital LLC | 179 | $246.6K | 0.00% | −174−49.3% | Reduced |
| Agf Management Ltd | 179 | $246.6K | 0.00% | −1−0.6% | Reduced |
| Guardian Wealth Advisors, LLC | 178 | $245.2K | 0.03% | 00.0% | Unchanged |
| Curran Financial Partners, LLC | 177 | $243.8K | 0.08% | +48+37.2% | Added |
| FNY Investment Advisers, LLC | 176 | $242.0K | 0.16% | −147−45.5% | Reduced |
| Moneta Group Investment Advisors LLC | 1,730 | $238.3K | 0.00% | −70−3.9% | Reduced |
| Berkeley Capital Partners, LLC | 172 | $236.9K | 0.07% | +4+2.4% | Added |
| Qube Research & Technologies Ltd | 172 | $236.9K | 0.00% | +172 | New |
| Fullerton Fund Management Co Ltd. | 171 | $235.5K | 0.01% | +171 | New |
| Arlington Capital Management, Inc. | 166 | $228.7K | 0.20% | −1,182−87.7% | Reduced |
| Cigna Investments Inc | 164 | $226.0K | 0.04% | +8+5.1% | Added |
| Ci Investments Inc. | 163 | $225.0K | 0.00% | −56−25.6% | Reduced |
| MAI Capital Management | 162 | $223.4K | 0.00% | −28−14.7% | Reduced |
| Weaver Capital Management LLC | 160 | $220.4K | 0.07% | 00.0% | Unchanged |
| Consolidated Capital Management, LLC | 160 | $220.4K | 0.11% | 00.0% | Unchanged |
| Fort Point Capital Partners LLC | 159 | $219.0K | 0.03% | 00.0% | Unchanged |
| Hollencrest Capital Management | 158 | $217.6K | 0.01% | +148+1,480.0% | Added |
| Vident Advisory, LLC | 157 | $216.2K | 0.01% | +7+4.7% | Added |
| Horizon Bancorp Inc | 155 | $214.0K | 0.10% | 00.0% | Unchanged |
| Centric Wealth Management | 122 | $213.8K | 0.06% | +122 | New |
| Skaana Management L.P. | 153 | $210.8K | 0.08% | +153 | New |
| Whitener Capital Management, Inc. | 150 | $206.6K | 0.06% | 00.0% | Unchanged |
| WT Wealth Management | 150 | $206.6K | 0.07% | +150 | New |
| Ausdal Financial Partners, Inc. | 146 | $201.1K | 0.02% | 00.0% | Unchanged |
| Corebridge Financial, Inc. | 133 | $183.2K | 0.00% | +133 | New |
| Central Trust Co | 124 | $170.8K | 0.00% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 122 | $168.0K | 0.01% | 00.0% | Unchanged |
| Hoey Investments, Inc | 115 | $158.4K | 0.03% | +35+43.8% | Added |
| Ostrum Asset Management | 110 | $151.5K | 0.01% | +110 | New |
| GPS Wealth Strategies Group, LLC | 108 | $148.8K | 0.02% | −5−4.4% | Reduced |
| International Assets Investment Management, LLC | 106 | $146.0K | 0.01% | −47−30.7% | Reduced |
| Caitlin John, LLC | 100 | $137.7K | 0.10% | −26−20.6% | Reduced |
| Ridgewood Investments LLC | 100 | $137.7K | 0.07% | +100 | New |
| Coston, McIsaac & Partners | 100 | $137.0K | 0.04% | +12+13.6% | Added |
| Strategic Investment Solutions, Inc. | 77 | $124.3K | 0.04% | +77 | New |
| Farther Finance Advisors, LLC | 90 | $122.9K | 0.01% | +80+800.0% | Added |
| NBC Securities, Inc. | 82 | $112.0K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 81 | $111.6K | 0.01% | +34+72.3% | Added |
| Continuum Advisory, LLC | 77 | $106.1K | 0.02% | 00.0% | Unchanged |
| Stelac Advisory Services LLC | 74 | $101.9K | 0.04% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 60 | $91.5K | 0.00% | +60 | New |
| Lazard Asset Management LLC | 66 | $90.0K | 0.00% | +64+3,200.0% | Added |
| JTC Employer Solutions Trusteee Ltd | 60 | $83.0K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 59 | $81.3K | 0.00% | −3,059−98.1% | Reduced |
| Signaturefd, LLC | 50 | $68.9K | 0.00% | +6+13.6% | Added |
| Bogart Wealth, LLC | 50 | $68.9K | 0.00% | +50 | New |
| Migdal Insurance & Financial Holdings Ltd. | 44 | $67.0K | 0.00% | −19−30.2% | Reduced |
| Vestor Capital, LLC | 49 | $67.0K | 0.01% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 48 | $66.4K | 0.01% | −2−4.0% | Reduced |