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 |
|---|---|---|---|---|---|
| Accuvest Global Advisors | 0 | $0 | 0.00% | −5,829−100.0% | Sold out |
| Equitec Proprietary Markets, LLC | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| Strategic Vision Investment Ltd | 0 | $0 | 0.00% | −3,700−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −3,271−100.0% | Sold out |
| Mutual of America Capital Management LLC | 0 | $0 | 0.00% | −3,091−100.0% | Sold out |
| BIP Wealth, LLC | 0 | $0 | 0.00% | −3,006−100.0% | Sold out |
| ClariVest Asset Management LLC | 0 | $0 | 0.00% | −1,969−100.0% | Sold out |
| RFG Advisory, LLC | 0 | $0 | 0.00% | −1,537−100.0% | Sold out |
| Ameritas Investment Partners, Inc. | 0 | $0 | 0.00% | −1,482−100.0% | Sold out |
| Boulder Hill Capital Management LP | 0 | $0 | 0.00% | −1,200−100.0% | Sold out |
| Symmetry Investments LP | 0 | $0 | 0.00% | −1,128−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −1,005−100.0% | Sold out |
| Metropolitan Life Insurance Co | 0 | $0 | 0.00% | −780−100.0% | Sold out |
| Change Path, LLC | 0 | $0 | 0.00% | −747−100.0% | Sold out |
| Teachers Retirement System of the State of Kentucky | 0 | $0 | 0.00% | −649−100.0% | Sold out |
| Diversified Trust Co | 0 | $0 | 0.00% | −384−100.0% | Sold out |
| Calamos Advisors LLC | 0 | $0 | 0.00% | −364−100.0% | Sold out |
| Lincoln National Corp | 0 | $0 | 0.00% | −358−100.0% | Sold out |
| Duality Advisers, LP | 0 | $0 | 0.00% | −348−100.0% | Sold out |
| Profund Advisors LLC | 0 | $0 | 0.00% | −326−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −302−100.0% | Sold out |
| Hedges Asset Management LLC | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| VGI Partners Ltd | 0 | $0 | 0.00% | −250−100.0% | Sold out |
| Pinnacle Wealth Planning Services, Inc. | 0 | $0 | 0.00% | −217−100.0% | Sold out |
| Capital Investment Advisors, LLC | 0 | $0 | 0.00% | −211−100.0% | Sold out |
| Virtus Investment Advisers, Inc. | 0 | $0 | 0.00% | −194−100.0% | Sold out |
| ASB Consultores, LLC | 0 | $0 | 0.00% | −176−100.0% | Sold out |
| Lion Street Advisors, LLC | 0 | $0 | 0.00% | −438−100.0% | Sold out |
| Vienna Asset Management LLC | 0 | $0 | 0.00% | −160−100.0% | Sold out |
| Cerity Partners LLC | 0 | $0 | 0.00% | −156−100.0% | Sold out |
| Keybank National Association | 0 | $0 | 0.00% | −142−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −140−100.0% | Sold out |
| Miracle Mile Advisors, LLC | 0 | $0 | 0.00% | −134−100.0% | Sold out |
| Avantax Planning Partners, Inc. | 0 | $0 | 0.00% | −131−100.0% | Sold out |
| Carnegie Capital Asset Management, LLC | 0 | $0 | 0.00% | −130−100.0% | Sold out |
| Commerce Bank | 0 | $0 | 0.00% | −128−100.0% | Sold out |
| Colony Group, LLC | 0 | $0 | 0.00% | −127−100.0% | Sold out |
| Greenleaf Trust | 0 | $0 | 0.00% | −126−100.0% | Sold out |
| Prime Capital Investment Advisors, LLC | 0 | $0 | 0.00% | −126−100.0% | Sold out |
| Institute for Wealth Management, LLC. | 0 | $0 | 0.00% | −125−100.0% | Sold out |
| Crosspoint Financial, LLC | 0 | $0 | 0.00% | −125−100.0% | Sold out |
| Oder Investment Management, LLC | 0 | $0 | 0.00% | −123−100.0% | Sold out |
| Altus Wealth Group LLC | 0 | $0 | 0.00% | −121−100.0% | Sold out |
| Abundance Wealth Counselors | 0 | $0 | 0.00% | −120−100.0% | Sold out |
| Wealth Alliance Advisory Group, LLC | 0 | $0 | 0.00% | −120−100.0% | Sold out |
| Robertson Stephens Wealth Management, LLC | 0 | $0 | 0.00% | −120−100.0% | Sold out |
| Wealthspire Advisors, LLC | 0 | $0 | 0.00% | −119−100.0% | Sold out |
| Willis Johnson & Associates, Inc. | 0 | $0 | 0.00% | −118−100.0% | Sold out |
| Franchise Capital Ltd | 0 | $0 | 0.00% | −58−100.0% | Sold out |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −52−100.0% | Sold out |
| Caption Management, LLC | 0 | $0 | 0.00% | −46−100.0% | Sold out |
| Carolinas Wealth Consulting LLC | 0 | $0 | 0.00% | −25−100.0% | Sold out |
| First Manhattan Co | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| Virtus Fund Advisers, LLC | 0 | $0 | 0.00% | −12−100.0% | Sold out |
| U S Global Investors Inc | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| CSS LLC | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Vima LLC | 0 | $0 | 0.00% | −14−100.0% | Sold out |
| Bessemer Group Inc | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Quest Partners LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Annis Gardner Whiting Capital Advisors, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Credit Suisse AG | – | – | – | – | Not filed |
| Grey Street Capital, LLC | – | – | – | – | Not filed |
| Cutler Group LP | – | – | – | – | Not filed |
| Tactive Advisors, LLC | – | – | – | – | Not filed |
| Panoramic Investment Advisors, LLC | – | – | – | – | Not filed |
| FSA Wealth Management LLC | – | – | – | – | Not filed |