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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

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.

Institutional holdersQ3 2024: 662 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 heldQ3 2024: $16.0B
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, Q3 2024

Shares, value and share of portfolio for each institution holding Strategy Inc; share changes are against Q2 2024.

Institutions holding MSTR in Q3 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Oarsman Capital, Inc.500$84.3K0.02%+500New
Banque Cantonale Vaudoise511$86.0K0.00%−1,639−76.2%ReducedConverted for a 10-for-1 split
CSS LLC513$86.5K0.01%+513New
FinTrust Capital Advisors, LLC519$87.5K0.01%+39+8.1%AddedConverted for a 10-for-1 split
Principal Securities, Inc.523$88.2K0.00%+53+11.3%AddedConverted for a 10-for-1 split
TD Waterhouse Canada Inc.590$95.9K0.00%−3,720−86.3%ReducedConverted for a 10-for-1 split
Harbor Investment Advisory, LLC580$97.8K0.01%+430+286.7%AddedConverted for a 10-for-1 split
Fifth Third Bancorp590$99.5K0.00%00.0%UnchangedConverted for a 10-for-1 split
JTC Employer Solutions Trusteee Ltd600$101.0K0.01%00.0%UnchangedConverted for a 10-for-1 split
Abound Wealth Management602$101.5K0.03%+472+363.1%AddedConverted for a 10-for-1 split
Signaturefd, LLC627$105.7K0.00%+127+25.4%AddedConverted for a 10-for-1 split
Gordian Capital Singapore Pte Ltd710$119.7K0.05%−800−53.0%ReducedConverted for a 10-for-1 split
Allworth Financial LP733$123.6K0.00%+483+193.2%AddedConverted for a 10-for-1 split
CoreCap Advisors, LLC735$123.9K0.01%+735New
Stelac Advisory Services LLC740$124.8K0.05%00.0%UnchangedConverted for a 10-for-1 split
Strategic Investment Solutions, Inc.770$129.8K0.04%00.0%UnchangedConverted for a 10-for-1 split
NBC Securities, Inc.820$138.0K0.01%00.0%UnchangedConverted for a 10-for-1 split
Bogart Wealth, LLC900$151.7K0.01%+400+80.0%AddedConverted for a 10-for-1 split
Hoey Investments, Inc115$158.4K0.03%−1,035−90.0%ReducedConverted for a 10-for-1 split
Coston, McIsaac & Partners1,000$168.0K0.05%00.0%UnchangedConverted for a 10-for-1 split
Ridgewood Investments LLC1,000$168.6K0.08%00.0%UnchangedConverted for a 10-for-1 split
GPS Wealth Strategies Group, LLC1,085$182.9K0.02%00.0%UnchangedConverted for a 10-for-1 split
Ostrum Asset Management1,114$187.8K0.02%+14+1.3%AddedConverted for a 10-for-1 split
Parallel Advisors, LLC1,121$189.0K0.00%−7,309−86.7%ReducedConverted for a 10-for-1 split
Abundance Wealth Counselors1,200$202.0K0.04%+1,200New
Livforsakringsbolaget Skandia, Omsesidigt1,200$202.3K0.01%+1,200New
Wealth Alliance Advisory Group, LLC1,200$202.3K0.04%+1,200New
AlphaQ Advisors LLC1,211$204.2K0.57%+1,211New
ASB Consultores, LLC1,220$205.7K0.08%+1,220New
CFO4Life Group, LLC1,230$207.4K0.04%+1,230New
Oder Investment Management, LLC1,230$207.4K0.18%+1,230New
Quest Partners LLC1,232$207.7K0.02%+1,232New
Central Trust Co1,240$209.1K0.00%00.0%UnchangedConverted for a 10-for-1 split
Royal Fund Management, LLC1,240$209.1K0.01%+1,240New
Pinnacle Wealth Planning Services, Inc.1,244$209.7K0.03%+1,244New
Foguth Wealth Management, LLC.1,096$210.7K0.08%+1,096New
Crosspoint Financial, LLC1,250$210.8K0.72%+1,250New
Jackson Creek Investment Advisors LLC1,250$211.0K0.06%+1,250New
Independent Family Office, LLC4,100$211.9K0.11%+4,100New
Greenleaf Trust1,257$211.9K0.00%+1,257New
Corebridge Financial, Inc.1,282$216.1K0.00%−48−3.6%ReducedConverted for a 10-for-1 split
Clear Creek Financial Management, LLC1,292$217.8K0.02%+1,292New
Ausdal Financial Partners, Inc.1,299$219.0K0.02%−161−11.0%ReducedConverted for a 10-for-1 split
Institute for Wealth Management, LLC.1,329$224.1K0.03%+1,329New
Lifeworks Advisors, LLC1,336$225.3K0.04%+1,336New
Family Management Corp1,340$225.9K0.04%+1,340New
Smith, Moore & Co.1,360$229.3K0.02%+1,360New
Empower Advisory Group, LLC1,371$231.2K0.00%+1,371New
Altus Wealth Group LLC1,380$232.7K0.10%+1,380New
Mill Creek Capital Advisors, LLC1,390$234.4K0.01%+1,390New
Ci Investments Inc.1,398$236.0K0.00%−232−14.2%ReducedConverted for a 10-for-1 split
Oppenheimer & Co Inc1,411$237.9K0.00%+1,411New
Courier Capital LLC1,450$244.5K0.02%+1,450New
Presidio Capital Management, LLC1,458$245.8K0.16%+1,458New
Vinva Investment Management Ltd1,536$246.2K0.01%+1,536New
Continuum Advisory, LLC770$252.3K0.03%00.0%UnchangedConverted for a 10-for-1 split
MRP Capital Investments, LLC1,500$252.9K0.24%−5,000−76.9%ReducedConverted for a 10-for-1 split
National Asset Management, Inc.1,522$253.6K0.01%+1,522New
Northwestern Mutual Wealth Management Co1,533$258.5K0.00%−297−16.2%ReducedConverted for a 10-for-1 split
Horizon Bancorp Inc1,550$261.0K0.12%00.0%UnchangedConverted for a 10-for-1 split
Gsa Capital Partners LLP1,551$261.0K0.02%+1,551New
Narus Financial Partners, LLC1,560$263.0K0.09%+1,560New
ProShare Advisors LLC1,564$263.7K0.00%−20,356−92.9%ReducedConverted for a 10-for-1 split
Fort Point Capital Partners LLC1,590$268.1K0.03%00.0%UnchangedConverted for a 10-for-1 split
Cigna Investments Inc1,595$269.0K0.05%−45−2.7%ReducedConverted for a 10-for-1 split
Doliver Advisors, LP1,598$269.4K0.07%+1,598New
Weaver Capital Management LLC1,600$269.8K0.08%00.0%UnchangedConverted for a 10-for-1 split
Consolidated Capital Management, LLC1,600$269.8K0.12%00.0%UnchangedConverted for a 10-for-1 split
Palisades Hudson Asset Management, L.P.1,607$271.0K0.11%−193−10.7%ReducedConverted for a 10-for-1 split
First Financial Bankshares Inc1,630$274.8K0.01%+1,630New
Abel Hall, LLC1,639$276.3K0.18%−931−36.2%ReducedConverted for a 10-for-1 split
Brighton Jones LLC1,659$279.7K0.01%−181−9.8%ReducedConverted for a 10-for-1 split
Arlington Capital Management, Inc.1,660$279.9K0.23%00.0%UnchangedConverted for a 10-for-1 split
Calton & Associates, Inc.1,660$279.9K0.11%+1,660New
Innova Wealth Partners1,660$279.9K0.23%+1,660New
Unique Wealth Strategies, LLC1,670$281.6K0.12%+170+11.3%AddedConverted for a 10-for-1 split
Quantinno Capital Management LP1,674$282.2K0.00%+1,674New
Siemens Fonds Invest GmbH1,687$284.4K0.02%+1,687New
Brown Advisory Inc1,700$286.6K0.00%+1,700New
Wedmont Private Capital1,554$289.2K0.02%+1,554New
Berkeley Capital Partners, LLC1,730$291.7K0.08%+10+0.6%AddedConverted for a 10-for-1 split
Scotia Capital Inc.1,734$292.4K0.00%+1,734New
Larson Financial Group LLC1,743$293.9K0.02%+933+115.2%AddedConverted for a 10-for-1 split
QRG Capital Management, Inc.1,748$294.7K0.00%+1,748New
Guardian Wealth Advisors, LLC1,780$300.1K0.03%00.0%UnchangedConverted for a 10-for-1 split
MAI Capital Management1,785$301.0K0.00%+165+10.2%AddedConverted for a 10-for-1 split
Chicago Trust Co NA1,800$303.5K0.05%+1,800New
Caitlin John, LLC935$307.0K0.20%−65−6.5%ReducedConverted for a 10-for-1 split
Lodestar Private Asset Management LLC1,870$315.3K0.04%00.0%UnchangedConverted for a 10-for-1 split
Axq Capital, LP1,871$315.5K0.10%+1,871New
HB Wealth Management, LLC1,879$316.8K0.00%+1,879New
Capital International Sarl1,888$318.3K0.01%+1,888New
Whittier Trust Co1,890$318.7K0.00%+40+2.2%AddedConverted for a 10-for-1 split
Hollencrest Capital Management1,910$322.0K0.01%+330+20.9%AddedConverted for a 10-for-1 split
Yousif Capital Management, LLC1,915$322.9K0.00%00.0%UnchangedConverted for a 10-for-1 split
Evergreen Capital Management LLC1,920$323.7K0.01%00.0%UnchangedConverted for a 10-for-1 split
Qsemble Capital Management, LP1,931$325.6K0.06%+1,931New
Gerber Kawasaki Wealth & Investment Management1,960$330.5K0.02%00.0%UnchangedConverted for a 10-for-1 split
Finivi Inc.1,965$331.3K0.27%+95+5.1%AddedConverted for a 10-for-1 split
Sepio Capital, LP1,976$333.2K0.03%+1,976New