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Livermore
Livermore
ZHEN

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

Q3 2024 vs. Q2 2024

How the institutions holding Strategy Inc changed between Q2 2024 and Q3 2024.

All holders in Q3 2024All holders in Q2 2024

13F holders of MSTR: Q2 2024 compared with Q3 2024
MeasureQ2 2024Of which not filed for Q3 2024Q3 2024Change
Holders5923662+73
SharesConverted for a 10-for-1 split90.5M8.82M95.0M+13.3M (+16.3%)
Value$12.5B$1.21B$16.0B+$4.75B (+42.2%)

3 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (137)

Institutions that held Strategy Inc at the end of Q3 2024 but not at the end of Q2 2024.

Showing the largest 100 of 137 by value.

Institutions new to MSTR in Q3 2024
InstitutionSharesValue% of portfolio
BlackRock, Inc.9,477,584$1.60B0.03%
Clear Street Derivatives LLC1,307,134$220.4M3.79%
Yong Rong (HK) Asset Management Ltd210,900$35.6M10.39%
Renaissance Technologies LLC189,876$32.0M0.05%
CloudAlpha Capital Management Limited/Hong Kong181,103$30.5M4.26%
Capital Fund Management S.A.155,856$26.3M0.29%
Stevens Capital Management LP130,793$22.1M3.14%
Two Sigma Investments, LP118,504$20.0M0.05%
Healthcare of Ontario Pension Plan Trust Fund80,000$13.5M0.03%
Accuvest Global Advisors76,309$12.9M11.06%
Wolverine Asset Management LLC71,814$12.1M0.22%
BI Asset Management Fondsmaeglerselskab A/S64,951$11.0M0.19%
Royal London Asset Management Ltd59,479$10.0M0.02%
Miller Value Partners, LLC50,250$8.47M4.78%
Rockefeller Capital Management L.P.38,307$6.46M0.02%
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund30,680$5.17M0.05%
Monashee Investment Management LLC26,500$4.47M0.48%
Andar Capital Management HK Ltd25,000$4.21M5.58%
Itau Unibanco Holding S.A.22,000$3.71M0.12%
Pacific Capital Wealth Advisors, Inc21,921$3.70M0.62%
Capital Group Private Client Services, Inc.16,255$2.74M0.03%
LMR Partners LLP15,000$2.53M0.06%
XTX Topco Ltd14,991$2.53M0.18%
Elo Mutual Pension Insurance Co14,011$2.36M0.05%
Patriot Investment Management Inc.12,510$2.11M0.15%
Achmea Investment Management B.V.12,213$2.06M0.03%
M&T Bank Corp11,455$1.93M0.01%
Revere Asset Management, Inc10,782$1.82M1.45%
Polianta Ltd7,800$1.31M0.62%
HBK Investments L P6,580$1.11M0.02%
Titleist Asset Management, LLC6,410$1.08M0.16%
Cerity Partners LLC6,170$1.04M0.00%
Sterling Capital Management LLC5,770$972.8K0.01%
Marshall Wace, LLP5,503$927.8K0.00%
Change Path, LLC5,020$846.4K0.03%
Souders Financial Advisors5,006$844.0K0.12%
Aveo Capital Partners, LLC4,742$799.5K0.08%
Lake Street Advisors Group, LLC4,608$776.9K0.04%
Eqis Capital Management, Inc.4,371$737.0K0.06%
Boothbay Fund Management, LLC4,206$709.1K0.02%
Delta Investment Management, LLC3,904$658.2K0.13%
Two Sigma Securities, LLC3,732$629.2K0.05%
Navellier & Associates Inc3,639$613.5K0.08%
B. Metzler seel. Sohn & Co. Holding AG3,610$608.6K0.01%
Ossiam3,176$535.5K0.01%
Allianz Asset Management GmbH3,173$535.0K0.00%
MYDA Advisors LLC3,000$505.8K0.14%
Kovitz Investment Group Partners, LLC2,550$446.7K0.00%
Empowered Funds, LLC2,610$440.0K0.01%
Encompass More Asset Management2,582$435.3K0.17%
Colony Group, LLC2,650$430.6K0.00%
Baird Financial Group, Inc.2,545$429.1K0.00%
Commerce Bank2,485$419.0K0.00%
Oak Thistle LLC2,469$416.3K0.14%
Mosley Wealth Management1,770$387.7K0.26%
Plancorp, LLC2,262$381.4K0.02%
Teamwork Financial Advisors, LLC2,262$381.4K0.05%
Abn Amro Investment Solutions2,163$364.7K0.01%
Ethos Financial Group, LLC2,040$344.0K0.06%
WealthTrust Asset Management, LLC2,000$337.2K0.25%
Sepio Capital, LP1,976$333.2K0.03%
Qsemble Capital Management, LP1,931$325.6K0.06%
Capital International Sarl1,888$318.3K0.01%
HB Wealth Management, LLC1,879$316.8K0.00%
Axq Capital, LP1,871$315.5K0.10%
Chicago Trust Co NA1,800$303.5K0.05%
QRG Capital Management, Inc.1,748$294.7K0.00%
Scotia Capital Inc.1,734$292.4K0.00%
Wedmont Private Capital1,554$289.2K0.02%
Brown Advisory Inc1,700$286.6K0.00%
Siemens Fonds Invest GmbH1,687$284.4K0.02%
Quantinno Capital Management LP1,674$282.2K0.00%
Calton & Associates, Inc.1,660$279.9K0.11%
Innova Wealth Partners1,660$279.9K0.23%
First Financial Bankshares Inc1,630$274.8K0.01%
Doliver Advisors, LP1,598$269.4K0.07%
Narus Financial Partners, LLC1,560$263.0K0.09%
Gsa Capital Partners LLP1,551$261.0K0.02%
National Asset Management, Inc.1,522$253.6K0.01%
Vinva Investment Management Ltd1,536$246.2K0.01%
Presidio Capital Management, LLC1,458$245.8K0.16%
Courier Capital LLC1,450$244.5K0.02%
Oppenheimer & Co Inc1,411$237.9K0.00%
Mill Creek Capital Advisors, LLC1,390$234.4K0.01%
Altus Wealth Group LLC1,380$232.7K0.10%
Empower Advisory Group, LLC1,371$231.2K0.00%
Smith, Moore & Co.1,360$229.3K0.02%
Family Management Corp1,340$225.9K0.04%
Lifeworks Advisors, LLC1,336$225.3K0.04%
Institute for Wealth Management, LLC.1,329$224.1K0.03%
Clear Creek Financial Management, LLC1,292$217.8K0.02%
Greenleaf Trust1,257$211.9K0.00%
Independent Family Office, LLC4,100$211.9K0.11%
Jackson Creek Investment Advisors LLC1,250$211.0K0.06%
Crosspoint Financial, LLC1,250$210.8K0.72%
Foguth Wealth Management, LLC.1,096$210.7K0.08%
Pinnacle Wealth Planning Services, Inc.1,244$209.7K0.03%
Royal Fund Management, LLC1,240$209.1K0.01%
Quest Partners LLC1,232$207.7K0.02%
Oder Investment Management, LLC1,230$207.4K0.18%

Sold out (64)

Institutions that held Strategy Inc at the end of Q2 2024 and filed for Q3 2024 without it.

Institutions that sold out of MSTR in Q3 2024
InstitutionShares, Q2 2024Value, Q2 2024
Graham Capital Management, L.P.41,805$57.6M
Group One Trading, L.P.26,517$36.5M
Alpine Global Management, LLC19,228$26.5M
Cantor Fitzgerald, L. P.17,234$23.7M
Centiva Capital, LP15,756$21.7M
Squarepoint Ops LLC13,717$18.9M
ExodusPoint Capital Management, LP5,980$8.24M
Federated Hermes, Inc.4,386$6.04M
Brevan Howard Capital Management LP4,291$5.91M
Jefferies Financial Group Inc.2,600$3.58M
Twin Tree Management, LP2,194$3.02M
Laurion Capital Management LP1,823$2.51M
DekaBank Deutsche Girozentrale1,566$2.41M
UBS Oconnor LLC1,567$2.16M
Susquehanna International Group Ltd.1,525$2.10M
Susquehanna International Securities, Ltd.1,500$2.07M
Pearl River Capital, LLC1,495$2.06M
Old Mission Capital LLC1,485$2.05M
Catalyst Funds Management Pty Ltd1,400$1.93M
Cardiff Park Advisors, LLC1,299$1.79M
Simplex Trading, LLC1,276$1.76M
MBB Public Markets I LLC1,115$1.54M
Man Group plc1,040$1.43M
GSG Advisors LLC1,003$1.37M
CAPROCK Group, Inc.935$1.29M
Senator Investment Group LP930$1.28M
Newbridge Financial Services Group, Inc.887$1.22M
Kovack Advisors, Inc.886$1.22M
Harbor Capital Advisors, Inc.725$999.0K
Jennison Associates LLC704$969.7K
Capital Impact Advisors, LLC517$712.2K
Simplicity Wealth,LLC463$637.8K
Fidelis Capital Partners, LLC450$561.1K
Crossmark Global Holdings, Inc.400$551.0K
Main Street Financial Solutions, LLC388$534.5K
Magnetar Financial LLC337$464.2K
Teacher Retirement System of Texas306$422.0K
Gamco Investors, Inc. Et Al300$413.2K
Westfield Capital Management Co LP266$366.4K
CWM Advisors, LLC250$343.8K
Prelude Capital Management, LLC241$332.0K
Quantbot Technologies LP211$290.6K
Resources Investment Advisors, LLC.202$278.3K
Palisade Capital Management LLC200$275.5K
Wealthquest Corp200$275.5K
Moneta Group Investment Advisors LLC1,730$238.3K
Qube Research & Technologies Ltd172$236.9K
Fullerton Fund Management Co Ltd.171$235.5K
Whitener Capital Management, Inc.150$206.6K
WT Wealth Management150$206.6K
Mirae Asset Global Investments Co., Ltd.60$91.5K
Central Bank & Trust Co30$41.3K
Riverview Trust Co11$15.2K
Ashton Thomas Private Wealth, LLC11$15.2K
Tucker Asset Management LLC10$13.8K
Dogwood Wealth Management LLC10$13.8K
Innealta Capital, LLC5$6.89K
Castleview Partners, LLC4$5.51K
Zions Bancorporation, N.A.3$4.13K
Sachetta, LLC2$3.21K
Gradient Investments LLC2$2.75K
Triad Wealth Partners, LLC2$2.75K
Valley National Advisers Inc2$2.00K
Fred Alger Management, LLC1$1.38K

Not filed for Q3 2024 yet (3)

Institutions that held Strategy Inc at the end of Q2 2024 and haven't filed a 13F for Q3 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding MSTR in Q2 2024 that haven't filed for Q3 2024
InstitutionShares, Q2 2024Value, Q2 2024
BlackRock Inc.881,077$1.21B
Buckingham Strategic Wealth, LLC850$1.17M
Benjamin F. Edwards & Company, Inc.10$14.0K