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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.

Other share classesSTRCSTRDSTRFSTRK

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.

Institutional holdersQ2 2024: 592 institutions
Q1 2021: 287 institutionsQ2 2021: 270 institutionsQ3 2021: 287 institutionsQ4 2021: 290 institutionsQ1 2022: 268 institutionsQ2 2022: 238 institutionsQ3 2022: 231 institutionsQ4 2022: 212 institutionsQ1 2023: 252 institutionsQ2 2023: 271 institutionsQ3 2023: 295 institutionsQ4 2023: 370 institutionsQ1 2024: 530 institutionsQ2 2024: 592 institutionsQ3 2024: 662 institutionsQ4 2024: 993 institutionsQ1 2025: 1,013 institutionsQ2 2025: 1,161 institutionsQ3 2025: 1,087 institutionsQ4 2025: 982 institutionsQ1 2026: 946 institutionsQ2 2026: 852 institutions
Value heldQ2 2024: $12.5B
Q1 2021: $3.86BQ2 2021: $4.24BQ3 2021: $3.30BQ4 2021: $3.26BQ1 2022: $3.00BQ2 2022: $1.05BQ3 2022: $1.25BQ4 2022: $812.8MQ1 2023: $1.92BQ2 2023: $2.39BQ3 2023: $2.29BQ4 2023: $5.14BQ1 2024: $16.4BQ2 2024: $12.5BQ3 2024: $16.0BQ4 2024: $31.1BQ1 2025: $36.2BQ2 2025: $55.5BQ3 2025: $45.1BQ4 2025: $26.6BQ1 2026: $24.7BQ2 2026: $18.2B
Institutions holding MSTR and their total value by quarter
QuarterHoldersValue
Q2 2026852$18.2B
Q1 2026946$24.7B
Q4 2025982$26.6B
Q3 20251,087$45.1B
Q2 20251,161$55.5B
Q1 20251,013$36.2B
Q4 2024993$31.1B
Q3 2024662$16.0B
Q2 2024592$12.5B
Q1 2024530$16.4B
Q4 2023370$5.14B
Q3 2023295$2.29B
Q2 2023271$2.39B
Q1 2023252$1.92B
Q4 2022212$812.8M
Q3 2022231$1.25B
Q2 2022238$1.05B
Q1 2022268$3.00B
Q4 2021290$3.26B
Q3 2021287$3.30B
Q2 2021270$4.24B
Q1 2021287$3.86B

Institutions, Q2 2024

Shares, value and share of portfolio for each institution holding Strategy Inc; share changes are against Q1 2024.

Institutions holding MSTR in Q2 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Principal Securities, Inc.47$64.7K0.00%00.0%Unchanged
Lindbrook Capital, LLC47$64.7K0.01%+19+67.9%Added
Capital Advisors, Ltd. LLC42$58.0K0.01%−12−22.2%Reduced
Webster Bank, N. A.40$55.1K0.01%00.0%Unchanged
Avondale Wealth Management40$55.1K0.04%+4+11.1%Added
Allspring Global Investments Holdings, LLC39$53.7K0.00%+5+14.7%Added
Baldwin Brothers Inc38$52.3K0.00%00.0%Unchanged
Marathon Trading Investment Management LLC37$51.0K0.01%+37New
Capstone Investment Advisors, LLC34$46.8K0.00%+34New
Allworth Financial LP25$44.5K0.00%+16+177.8%Added
REAP Financial Group, LLC31$42.7K0.01%+29+1,450.0%Added
Financial Sense Advisors, Inc.30$41.3K0.01%−8,645−99.7%Reduced
North Star Investment Management Corp.30$41.3K0.00%00.0%Unchanged
Central Bank & Trust Co30$41.3K0.01%00.0%Unchanged
GAMMA Investing LLC30$41.3K0.01%+8+36.4%Added
Pin Oak Investment Advisors Inc29$40.0K0.04%+29New
Thurston, Springer, Miller, Herd & Titak, Inc.27$37.2K0.01%+27New
TFC Financial Management25$34.4K0.01%00.0%Unchanged
Smartleaf Asset Management LLC22$33.6K0.01%+22New
HighMark Wealth Management LLC24$33.1K0.02%−10−29.4%Reduced
Private Trust Co NA24$33.1K0.00%−2−7.7%Reduced
TSFG, LLC23$32.0K0.01%00.0%Unchanged
WR Wealth Planners, LLC22$30.3K0.01%−13−37.1%Reduced
Salem Investment Counselors Inc22$30.3K0.00%−10−31.3%Reduced
Glen Eagle Advisors, LLC21$28.9K0.01%+2+10.5%Added
Creative Financial Designs Inc21$28.9K0.00%+15+250.0%Added
Rosenberg Matthew Hamilton21$28.7K0.01%00.0%Unchanged
Glass Jacobson Investment Advisors llc20$27.6K0.01%00.0%Unchanged
Fairman Group, LLC20$27.6K0.03%00.0%Unchanged
Rise Advisors, LLC19$26.2K0.01%−1−5.0%Reduced
St Germain D J Co Inc17$23.4K0.00%00.0%Unchanged
Ancora Advisors, LLC17$23.4K0.00%+17New
Ronald Blue Trust, Inc.13$22.2K0.00%+8+160.0%Added
Sunbelt Securities, Inc.16$22.0K0.00%+16New
Stonehage Fleming Financial Services Holdings Ltd16$22.0K0.00%+16New
Gordian Capital Singapore Pte Ltd151$20.8K0.01%+145+2,416.7%Added
Clearstead Advisors, LLC15$20.7K0.00%−17−53.1%Reduced
Umb Bank N A15$20.7K0.00%00.0%Unchanged
Harbor Investment Advisory, LLC15$20.7K0.00%00.0%Unchanged
Towarzystwo Funduszy Inwestycyjnych Pzu SA15$20.7K0.01%+15New
Harel Insurance Investments & Financial Services Ltd.14$19.0K0.00%+8+133.3%Added
Mather Group, LLC.11$18.8K0.00%+1+10.0%Added
Abound Wealth Management13$18.0K0.01%00.0%Unchanged
DT Investment Partners, LLC13$17.9K0.00%00.0%Unchanged
FSC Wealth Advisors, LLC13$17.9K0.01%00.0%Unchanged
Tradewinds Capital Management, LLC11$15.2K0.00%+11New
CVA Family Office, LLC11$15.2K0.00%00.0%Unchanged
Riverview Trust Co11$15.2K0.01%+11New
Ashton Thomas Private Wealth, LLC11$15.2K0.00%+11New
Covestor Ltd11$15.0K0.01%−10−47.6%Reduced
Benjamin F. Edwards & Company, Inc.10$14.0K0.00%−216−95.6%Reduced
Berkshire Capital Holdings Inc10$13.8K0.01%00.0%Unchanged
CarsonAllaria Wealth Management, Ltd.10$13.8K0.01%+2+25.0%Added
Armstrong Advisory Group, Inc10$13.8K0.00%00.0%Unchanged
HM Payson & Co10$13.8K0.00%+10New
Tucker Asset Management LLC10$13.8K0.00%+10New
Dogwood Wealth Management LLC10$13.8K0.01%+10New
Semmax Financial Advisors Inc.100$13.5K0.00%+90+900.0%Added
Oliver Lagore Vanvalin Investment Group9$12.4K0.00%00.0%Unchanged
Fortitude Family Office, LLC9$12.4K0.01%00.0%Unchanged
Versant Capital Management, Inc9$12.4K0.00%+6+200.0%Added
Concord Wealth Partners8$11.5K0.00%00.0%Unchanged
Colonial Trust Advisors8$11.0K0.00%00.0%Unchanged
Meeder Asset Management Inc7$9.64K0.00%+2+40.0%Added
SRS Capital Advisors, Inc.6$8.27K0.00%+6New
Huntington National Bank6$8.26K0.00%+3+100.0%Added
AlphaMark Advisors, LLC5$7.00K0.00%+5New
Carmichael Hill & Associates, Inc.5$6.89K0.00%+4+400.0%Added
AllSquare Wealth Management LLC5$6.89K0.00%−5−50.0%Reduced
Cape Investment Advisory, Inc.5$6.89K0.00%−1−16.7%Reduced
Bank of New Hampshire5$6.89K0.00%+5New
Innealta Capital, LLC5$6.89K0.00%+5New
Castleview Partners, LLC4$5.51K0.00%00.0%Unchanged
Arlington Trust Co LLC4$5.51K0.00%00.0%Unchanged
Private Wealth Management Group, LLC4$5.51K0.00%+3+300.0%Added
Addison Advisors LLC4$5.51K0.00%+4New
Raffa Wealth Management, LLC3$4.13K0.00%00.0%Unchanged
Zions Bancorporation, N.A.3$4.13K0.00%+3New
Sachetta, LLC2$3.21K0.00%+2New
Gradient Investments LLC2$2.75K0.00%−4−66.7%Reduced
Bell Investment Advisors, Inc2$2.75K0.00%00.0%Unchanged
Plante Moran Financial Advisors, LLC2$2.75K0.00%+2New
Quadrant Capital Group LLC2$2.75K0.00%+2New
Triad Wealth Partners, LLC2$2.75K0.00%+2New
Creekmur Asset Management LLC2$2.75K0.00%+2New
Avion Wealth2$2.00K0.00%00.0%Unchanged
Valley National Advisers Inc2$2.00K0.00%+2New
PEAK6 Investments LLC1$1.47K0.00%00.0%Unchanged
Fred Alger Management, LLC1$1.38K0.00%−25,380−100.0%Reduced
Quarry LP1$1.38K0.00%00.0%Unchanged
Assetmark, Inc1$1.38K0.00%+1New
Roble, Belko & Company, Inc1$1.00K0.00%00.0%Unchanged
Boothbay Fund Management, LLC0$00.00%−14,507−100.0%Sold out
Murchinson Ltd.0$00.00%−14,500−100.0%Sold out
Healthcare of Ontario Pension Plan Trust Fund0$00.00%−10,000−100.0%Sold out
Cubist Systematic Strategies, LLC0$00.00%−7,871−100.0%Sold out
Panagora Asset Management Inc0$00.00%−7,680−100.0%Sold out
Accredited Investors Inc.0$00.00%−7,370−100.0%Sold out
American International Group, Inc.0$00.00%−7,326−100.0%Sold out
Algert Global LLC0$00.00%−6,731−100.0%Sold out