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, Q3 2024
Institutional positions in Strategy Inc as of Sep 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
- 662
- +73 vs. Q2 2024
- Shares held
- 95.0M
- +13.3M (+16.3%) vs. Q2 2024Converted for a 10-for-1 split
- Total value
- $16.0B
- +$4.75B (+42.2%) vs. Q2 2024
- New holders
- 137
- 275 more added
- Sold out
- 64
- 137 more reduced
3 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Strategy Inc; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Hexagon Capital Partners LLC | 2 | $337 | 0.00% | +2 | New |
| Valued Wealth Advisors LLC | 2 | $338 | 0.00% | +2 | New |
| Proequities, Inc. | 4 | $674 | 0.00% | +4 | New |
| Cornerstone Planning Group LLC | 4 | $1.03K | 0.00% | +4 | New |
| Quadrant Capital Group LLC | 9 | $1.52K | 0.00% | −11−55.0% | ReducedConverted for a 10-for-1 split |
| Assetmark, Inc | 10 | $1.69K | 0.00% | 00.0% | UnchangedConverted for a 10-for-1 split |
| Safe Harbor Fiduciary, LLC | 10 | $1.69K | 0.00% | +10 | New |
| Roble, Belko & Company, Inc | 10 | $2.00K | 0.00% | 00.0% | UnchangedConverted for a 10-for-1 split |
| Trust Co of Vermont | 15 | $2.53K | 0.00% | +15 | New |
| Avion Wealth | 23 | $3.00K | 0.00% | +3+15.0% | AddedConverted for a 10-for-1 split |
| Foster Dykema Cabot & Partners, LLC | 18 | $3.04K | 0.00% | +18 | New |
| Parkside Financial Bank & Trust | 18 | $3.04K | 0.00% | +18 | New |
| Creekmur Asset Management LLC | 20 | $3.37K | 0.00% | 00.0% | UnchangedConverted for a 10-for-1 split |
| Quent Capital, LLC | 20 | $3.37K | 0.00% | +20 | New |
| Bell Investment Advisors, Inc | 21 | $3.54K | 0.00% | +1+5.0% | AddedConverted for a 10-for-1 split |
| Asset Dedication, LLC | 26 | $4.38K | 0.00% | +26 | New |
| Cape Investment Advisory, Inc. | 30 | $5.06K | 0.00% | −20−40.0% | ReducedConverted for a 10-for-1 split |
| Raffa Wealth Management, LLC | 30 | $5.06K | 0.00% | 00.0% | UnchangedConverted for a 10-for-1 split |
| Highline Wealth Partners LLC | 30 | $5.06K | 0.00% | +30 | New |
| Private Wealth Management Group, LLC | 34 | $5.73K | 0.00% | −6−15.0% | ReducedConverted for a 10-for-1 split |
| Addison Advisors LLC | 40 | $6.74K | 0.00% | 00.0% | UnchangedConverted for a 10-for-1 split |
| Arlington Trust Co LLC | 40 | $6.74K | 0.00% | 00.0% | UnchangedConverted for a 10-for-1 split |
| Plante Moran Financial Advisors, LLC | 40 | $6.74K | 0.00% | +20+100.0% | AddedConverted for a 10-for-1 split |
| Trust Co | 40 | $6.74K | 0.00% | +40 | New |
| Hemington Wealth Management | 32 | $7.00K | 0.00% | +32 | New |
| Armstrong Advisory Group, Inc | 48 | $8.09K | 0.00% | −52−52.0% | ReducedConverted for a 10-for-1 split |
| Carmichael Hill & Associates, Inc. | 50 | $8.43K | 0.00% | 00.0% | UnchangedConverted for a 10-for-1 split |
| AllSquare Wealth Management LLC | 50 | $8.43K | 0.00% | 00.0% | UnchangedConverted for a 10-for-1 split |
| Bank of New Hampshire | 50 | $8.43K | 0.00% | 00.0% | UnchangedConverted for a 10-for-1 split |
| Huntington National Bank | 52 | $8.77K | 0.00% | −8−13.3% | ReducedConverted for a 10-for-1 split |
| NVWM, LLC | 52 | $8.77K | 0.00% | +52 | New |
| Anchor Investment Management, LLC | 54 | $9.10K | 0.00% | +54 | New |
| MV Capital Management, Inc. | 59 | $9.95K | 0.00% | +59 | New |
| Migdal Insurance & Financial Holdings Ltd. | 58 | $10.0K | 0.00% | −382−86.8% | ReducedConverted for a 10-for-1 split |
| Painted Porch Advisors LLC | 60 | $10.1K | 0.01% | +60 | New |
| SRS Capital Advisors, Inc. | 63 | $10.6K | 0.00% | +3+5.0% | AddedConverted for a 10-for-1 split |
| GeoWealth Management, LLC | 68 | $11.5K | 0.00% | +68 | New |
| Colonial Trust Advisors | 80 | $13.5K | 0.00% | 00.0% | UnchangedConverted for a 10-for-1 split |
| Concord Wealth Partners | 84 | $14.1K | 0.00% | +4+5.0% | AddedConverted for a 10-for-1 split |
| Oliver Lagore Vanvalin Investment Group | 90 | $15.2K | 0.00% | 00.0% | UnchangedConverted for a 10-for-1 split |
| Fortitude Family Office, LLC | 90 | $15.2K | 0.01% | 00.0% | UnchangedConverted for a 10-for-1 split |
| Mather Group, LLC. | 100 | $16.9K | 0.00% | −10−9.1% | ReducedConverted for a 10-for-1 split |
| HM Payson & Co | 100 | $16.9K | 0.00% | 00.0% | UnchangedConverted for a 10-for-1 split |
| CarsonAllaria Wealth Management, Ltd. | 100 | $16.9K | 0.01% | 00.0% | UnchangedConverted for a 10-for-1 split |
| Bryn Mawr Trust Co | 100 | $16.9K | 0.00% | +100 | New |
| Versant Capital Management, Inc | 102 | $17.2K | 0.00% | +12+13.3% | AddedConverted for a 10-for-1 split |
| Meeder Asset Management Inc | 106 | $17.9K | 0.00% | +36+51.4% | AddedConverted for a 10-for-1 split |
| Coppell Advisory Solutions LLC | 120 | $21.1K | 0.00% | +120 | New |
| DT Investment Partners, LLC | 130 | $21.9K | 0.00% | 00.0% | UnchangedConverted for a 10-for-1 split |
| FSC Wealth Advisors, LLC | 130 | $21.9K | 0.02% | 00.0% | UnchangedConverted for a 10-for-1 split |
| CVA Family Office, LLC | 130 | $21.9K | 0.00% | +20+18.2% | AddedConverted for a 10-for-1 split |
| Covestor Ltd | 133 | $22.0K | 0.01% | +23+20.9% | AddedConverted for a 10-for-1 split |
| Harel Insurance Investments & Financial Services Ltd. | 134 | $23.0K | 0.00% | −6−4.3% | ReducedConverted for a 10-for-1 split |
| AlphaMark Advisors, LLC | 150 | $25.0K | 0.01% | +100+200.0% | AddedConverted for a 10-for-1 split |
| Clearstead Advisors, LLC | 150 | $25.3K | 0.00% | 00.0% | UnchangedConverted for a 10-for-1 split |
| Umb Bank N A | 150 | $25.3K | 0.00% | 00.0% | UnchangedConverted for a 10-for-1 split |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 150 | $25.3K | 0.01% | 00.0% | UnchangedConverted for a 10-for-1 split |
| Sunbelt Securities, Inc. | 160 | $27.0K | 0.00% | 00.0% | UnchangedConverted for a 10-for-1 split |
| Stonehage Fleming Financial Services Holdings Ltd | 160 | $27.0K | 0.00% | 00.0% | UnchangedConverted for a 10-for-1 split |
| Capital Performance Advisors LLP | 162 | $27.3K | 0.01% | +162 | New |
| St Germain D J Co Inc | 170 | $28.7K | 0.00% | 00.0% | UnchangedConverted for a 10-for-1 split |
| Ancora Advisors, LLC | 170 | $28.7K | 0.00% | 00.0% | UnchangedConverted for a 10-for-1 split |
| Tradewinds Capital Management, LLC | 170 | $28.7K | 0.01% | +60+54.5% | AddedConverted for a 10-for-1 split |
| Darwin Advisors, LLC | 190 | $32.0K | 0.01% | +190 | New |
| Glass Jacobson Investment Advisors llc | 200 | $33.7K | 0.01% | 00.0% | UnchangedConverted for a 10-for-1 split |
| Fairman Group, LLC | 200 | $33.7K | 0.03% | 00.0% | UnchangedConverted for a 10-for-1 split |
| Private Trust Co NA | 204 | $34.4K | 0.00% | −36−15.0% | ReducedConverted for a 10-for-1 split |
| Glen Eagle Advisors, LLC | 210 | $35.4K | 0.01% | 00.0% | UnchangedConverted for a 10-for-1 split |
| Rosenberg Matthew Hamilton | 210 | $35.4K | 0.01% | 00.0% | UnchangedConverted for a 10-for-1 split |
| Semmax Financial Advisors Inc. | 100 | $35.7K | 0.01% | −900−90.0% | ReducedConverted for a 10-for-1 split |
| WR Wealth Planners, LLC | 212 | $35.7K | 0.01% | −8−3.6% | ReducedConverted for a 10-for-1 split |
| Rise Advisors, LLC | 215 | $36.2K | 0.02% | +25+13.2% | AddedConverted for a 10-for-1 split |
| Capital Wealth Planning, LLC | 229 | $38.6K | 0.00% | +229 | New |
| Financial Sense Advisors, Inc. | 230 | $38.8K | 0.01% | −70−23.3% | ReducedConverted for a 10-for-1 split |
| HighMark Wealth Management LLC | 240 | $40.5K | 0.02% | 00.0% | UnchangedConverted for a 10-for-1 split |
| Salem Investment Counselors Inc | 240 | $40.5K | 0.00% | +20+9.1% | AddedConverted for a 10-for-1 split |
| TFC Financial Management | 250 | $42.1K | 0.01% | 00.0% | UnchangedConverted for a 10-for-1 split |
| Indiana Trust & Investment Management CO | 250 | $42.1K | 0.01% | +250 | New |
| Ronald Blue Trust, Inc. | 31 | $42.7K | 0.00% | −99−76.2% | ReducedConverted for a 10-for-1 split |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 270 | $45.5K | 0.01% | 00.0% | UnchangedConverted for a 10-for-1 split |
| Pin Oak Investment Advisors Inc | 290 | $48.0K | 0.04% | 00.0% | UnchangedConverted for a 10-for-1 split |
| Clear Street Markets LLC | 296 | $50.0K | 0.03% | +296 | New |
| North Star Investment Management Corp. | 300 | $50.6K | 0.00% | 00.0% | UnchangedConverted for a 10-for-1 split |
| PSI Advisors, LLC | 300 | $50.6K | 0.01% | +300 | New |
| REAP Financial Group, LLC | 310 | $52.3K | 0.01% | 00.0% | UnchangedConverted for a 10-for-1 split |
| Allspring Global Investments Holdings, LLC | 359 | $60.5K | 0.00% | −31−7.9% | ReducedConverted for a 10-for-1 split |
| GAMMA Investing LLC | 359 | $60.5K | 0.01% | +59+19.7% | AddedConverted for a 10-for-1 split |
| Creative Financial Designs Inc | 360 | $60.7K | 0.01% | +150+71.4% | AddedConverted for a 10-for-1 split |
| Lindbrook Capital, LLC | 374 | $63.1K | 0.01% | −96−20.4% | ReducedConverted for a 10-for-1 split |
| Smartleaf Asset Management LLC | 358 | $63.1K | 0.01% | +138+62.7% | AddedConverted for a 10-for-1 split |
| Baldwin Brothers Inc | 390 | $65.8K | 0.00% | +10+2.6% | AddedConverted for a 10-for-1 split |
| Capital Advisors, Ltd. LLC | 400 | $67.0K | 0.01% | −20−4.8% | ReducedConverted for a 10-for-1 split |
| Webster Bank, N. A. | 400 | $67.4K | 0.01% | 00.0% | UnchangedConverted for a 10-for-1 split |
| Avondale Wealth Management | 400 | $67.4K | 0.04% | 00.0% | UnchangedConverted for a 10-for-1 split |
| Quarry LP | 401 | $67.6K | 0.02% | +391+3,910.0% | AddedConverted for a 10-for-1 split |
| Elequin Capital LP | 403 | $67.9K | 0.01% | +403 | New |
| TSFG, LLC | 430 | $72.0K | 0.02% | +200+87.0% | AddedConverted for a 10-for-1 split |
| Valeo Financial Advisors, LLC | 440 | $74.2K | 0.00% | +440 | New |
| Harvest Fund Management Co., Ltd | 456 | $77.0K | 0.00% | −1,804−79.8% | ReducedConverted for a 10-for-1 split |
| Vestor Capital, LLC | 490 | $83.0K | 0.01% | 00.0% | UnchangedConverted for a 10-for-1 split |