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 |
|---|---|---|---|---|---|
| Nisa Investment Advisors, LLC | 3,970 | $669.3K | 0.00% | −12,630−76.1% | ReducedConverted for a 10-for-1 split |
| Farrell Financial LLC | 2,496 | $675.0K | 0.48% | +316+14.5% | AddedConverted for a 10-for-1 split |
| Close Asset Management Ltd | 4,060 | $685.0K | 0.02% | −170−4.0% | ReducedConverted for a 10-for-1 split |
| Edgestream Partners, L.P. | 4,074 | $686.9K | 0.03% | −626−13.3% | ReducedConverted for a 10-for-1 split |
| Magnus Financial Group LLC | 4,080 | $687.9K | 0.07% | 00.0% | UnchangedConverted for a 10-for-1 split |
| RSM US Wealth Management LLC | 4,229 | $688.0K | 0.01% | 00.0% | UnchangedConverted for a 10-for-1 split |
| Paloma Partners Management Co | 4,100 | $691.3K | 0.04% | −2,720−39.9% | ReducedConverted for a 10-for-1 split |
| Silvercrest Asset Management Group LLC | 4,190 | $706.4K | 0.00% | 00.0% | UnchangedConverted for a 10-for-1 split |
| Boothbay Fund Management, LLC | 4,206 | $709.1K | 0.02% | +4,206 | New |
| Comerica Bank | 4,249 | $716.4K | 0.00% | +199+4.9% | AddedConverted for a 10-for-1 split |
| US Bancorp | 4,255 | $717.4K | 0.00% | −565−11.7% | ReducedConverted for a 10-for-1 split |
| Wealth Management Partners, LLC | 4,290 | $723.3K | 0.34% | 00.0% | UnchangedConverted for a 10-for-1 split |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 4,315 | $727.5K | 0.06% | +385+9.8% | AddedConverted for a 10-for-1 split |
| CIBC Asset Management Inc | 4,340 | $731.7K | 0.00% | +150+3.6% | AddedConverted for a 10-for-1 split |
| Eqis Capital Management, Inc. | 4,371 | $737.0K | 0.06% | +4,371 | New |
| Comprehensive Financial Consultants Institutional, Inc. | 4,380 | $738.5K | 0.27% | +300+7.4% | AddedConverted for a 10-for-1 split |
| O'Shaughnessy Asset Management, LLC | 3,740 | $754.2K | 0.01% | −6,300−62.7% | ReducedConverted for a 10-for-1 split |
| Sigma Planning Corp | 4,498 | $758.3K | 0.02% | +708+18.7% | AddedConverted for a 10-for-1 split |
| Truist Financial Corp | 4,520 | $762.1K | 0.00% | +190+4.4% | AddedConverted for a 10-for-1 split |
| Illinois Municipal Retirement Fund | 4,530 | $763.8K | 0.01% | 00.0% | UnchangedConverted for a 10-for-1 split |
| Lake Street Advisors Group, LLC | 4,608 | $776.9K | 0.04% | +4,608 | New |
| Beaird Harris Wealth Management, LLC | 4,640 | $782.3K | 0.07% | +790+20.5% | AddedConverted for a 10-for-1 split |
| DRW Securities, LLC | 4,649 | $783.8K | 0.04% | −16,301−77.8% | ReducedConverted for a 10-for-1 split |
| Aveo Capital Partners, LLC | 4,742 | $799.5K | 0.08% | +4,742 | New |
| Verus Capital Partners, LLC | 4,761 | $802.7K | 0.08% | +731+18.1% | AddedConverted for a 10-for-1 split |
| Captrust Financial Advisors | 4,771 | $804.4K | 0.00% | +581+13.9% | AddedConverted for a 10-for-1 split |
| Sequoia Financial Advisors, LLC | 4,846 | $817.0K | 0.01% | +1,886+63.7% | AddedConverted for a 10-for-1 split |
| Great Lakes Advisors, LLC | 4,892 | $824.8K | 0.01% | +62+1.3% | AddedConverted for a 10-for-1 split |
| UniSuper Management Pty Ltd | 4,917 | $829.0K | 0.01% | +327+7.1% | AddedConverted for a 10-for-1 split |
| Chesapeake Capital Corp | 4,733 | $834.0K | 0.76% | +1,123+31.1% | AddedConverted for a 10-for-1 split |
| Perennial Investment Advisors, LLC | 4,989 | $841.1K | 0.11% | +429+9.4% | AddedConverted for a 10-for-1 split |
| Steward Partners Investment Advisory, LLC | 4,994 | $842.0K | 0.01% | +1,914+62.1% | AddedConverted for a 10-for-1 split |
| Souders Financial Advisors | 5,006 | $844.0K | 0.12% | +5,006 | New |
| Change Path, LLC | 5,020 | $846.4K | 0.03% | +5,020 | New |
| Claro Advisors LLC | 5,060 | $853.1K | 0.11% | −40−0.8% | ReducedConverted for a 10-for-1 split |
| Franklin Resources Inc | 4,248 | $856.7K | 0.00% | −36,882−89.7% | ReducedConverted for a 10-for-1 split |
| CIBC Private Wealth Group, LLC | 5,089 | $858.0K | 0.00% | −22,991−81.9% | ReducedConverted for a 10-for-1 split |
| Kestra Private Wealth Services, LLC | 5,147 | $867.8K | 0.02% | −2,603−33.6% | ReducedConverted for a 10-for-1 split |
| D.A. Davidson & Co. | 5,185 | $874.2K | 0.01% | +165+3.3% | AddedConverted for a 10-for-1 split |
| Investment Management Corp of Ontario | 5,200 | $876.7K | 0.02% | +2,200+73.3% | AddedConverted for a 10-for-1 split |
| Nwam LLC | 5,222 | $880.4K | 0.05% | +112+2.2% | AddedConverted for a 10-for-1 split |
| Seven Eight Capital, LP | 5,226 | $881.1K | 0.08% | −26,124−83.3% | ReducedConverted for a 10-for-1 split |
| Hartline Investment Corp | 5,322 | $897.3K | 0.11% | +752+16.5% | AddedConverted for a 10-for-1 split |
| Sterling Investment Advisors, Ltd. | 5,330 | $898.6K | 0.23% | 00.0% | UnchangedConverted for a 10-for-1 split |
| Brinker Capital Investments, LLC | 5,353 | $902.5K | 0.01% | +3,043+131.7% | AddedConverted for a 10-for-1 split |
| Orion Portfolio Solutions, LLC | 5,353 | $902.5K | 0.01% | +3,043+131.7% | AddedConverted for a 10-for-1 split |
| Evergreen Wealth Solutions, LLC | 5,400 | $910.4K | 0.62% | 00.0% | UnchangedConverted for a 10-for-1 split |
| Core Wealth Partners LLC | 5,400 | $910.4K | 0.55% | +700+14.9% | AddedConverted for a 10-for-1 split |
| Thrivent Financial for Lutherans | 5,410 | $912.0K | 0.00% | +2,000+58.7% | AddedConverted for a 10-for-1 split |
| SeaCrest Wealth Management, LLC | 5,439 | $917.0K | 0.10% | +259+5.0% | AddedConverted for a 10-for-1 split |
| Merit Financial Group, LLC | 5,480 | $923.9K | 0.02% | +1,580+40.5% | AddedConverted for a 10-for-1 split |
| Marshall Wace, LLP | 5,503 | $927.8K | 0.00% | +5,503 | New |
| AdvisorNet Financial, Inc | 5,580 | $940.8K | 0.07% | −370−6.2% | ReducedConverted for a 10-for-1 split |
| Csenge Advisory Group | 4,520 | $960.8K | 0.05% | −3,200−41.5% | ReducedConverted for a 10-for-1 split |
| Aptus Capital Advisors, LLC | 5,747 | $968.9K | 0.01% | +3,777+191.7% | AddedConverted for a 10-for-1 split |
| Warren Averett Asset Management, LLC | 5,754 | $970.1K | 0.02% | −346−5.7% | ReducedConverted for a 10-for-1 split |
| Sterling Capital Management LLC | 5,770 | $972.8K | 0.01% | +5,770 | New |
| Capstone Financial Advisors, Inc. | 5,855 | $987.2K | 0.06% | +455+8.4% | AddedConverted for a 10-for-1 split |
| Dai-Ichi Life Insurance Company, Ltd | 6,000 | $1.01M | 0.03% | 00.0% | UnchangedConverted for a 10-for-1 split |
| Cerity Partners LLC | 6,170 | $1.04M | 0.00% | +6,170 | New |
| Visionary Wealth Advisors | 6,221 | $1.05M | 0.06% | +981+18.7% | AddedConverted for a 10-for-1 split |
| Tower Research Capital LLC (TRC) | 6,387 | $1.08M | 0.03% | −49,713−88.6% | ReducedConverted for a 10-for-1 split |
| Titleist Asset Management, LLC | 6,410 | $1.08M | 0.16% | +6,410 | New |
| Vident Advisory, LLC | 6,478 | $1.09M | 0.03% | +4,908+312.6% | AddedConverted for a 10-for-1 split |
| Cullinan Associates Inc | 5,000 | $1.10M | 0.06% | 00.0% | UnchangedConverted for a 10-for-1 split |
| HBK Investments L P | 6,580 | $1.11M | 0.02% | +6,580 | New |
| Beacon Pointe Advisors, LLC | 6,660 | $1.12M | 0.01% | −3,250−32.8% | ReducedConverted for a 10-for-1 split |
| Paul Damon & Associates, Inc. | 6,661 | $1.12M | 0.72% | 00.0% | UnchangedConverted for a 10-for-1 split |
| Bluefin Capital Management, LLC | 6,710 | $1.13M | 0.46% | −29,290−81.4% | ReducedConverted for a 10-for-1 split |
| Wellington Management Group LLP | 6,727 | $1.13M | 0.00% | +497+8.0% | AddedConverted for a 10-for-1 split |
| Flaharty Asset Management, LLC | 6,830 | $1.15M | 0.16% | +2,900+73.8% | AddedConverted for a 10-for-1 split |
| STRS Ohio | 6,860 | $1.16M | 0.00% | +1,130+19.7% | AddedConverted for a 10-for-1 split |
| Park Avenue Securities LLC | 6,941 | $1.17M | 0.01% | +2,471+55.3% | AddedConverted for a 10-for-1 split |
| Geneos Wealth Management Inc. | 7,041 | $1.19M | 0.05% | −1,459−17.2% | ReducedConverted for a 10-for-1 split |
| Credit Agricole S A | 7,061 | $1.19M | 0.01% | +2,881+68.9% | AddedConverted for a 10-for-1 split |
| Baader Bank INC | 9,883 | $1.19M | 0.10% | +1,623+19.6% | AddedConverted for a 10-for-1 split |
| Annex Advisory Services, LLC | 7,081 | $1.19M | 0.04% | +1,221+20.8% | AddedConverted for a 10-for-1 split |
| Federation des caisses Desjardins du Quebec | 7,101 | $1.20M | 0.01% | +2,211+45.2% | AddedConverted for a 10-for-1 split |
| Gladstone Institutional Advisory LLC | 7,168 | $1.21M | 0.06% | +888+14.1% | AddedConverted for a 10-for-1 split |
| Intech Investment Management LLC | 7,223 | $1.22M | 0.01% | +1,383+23.7% | AddedConverted for a 10-for-1 split |
| Hilltop Holdings Inc. | 7,400 | $1.25M | 0.08% | −1,750−19.1% | ReducedConverted for a 10-for-1 split |
| Prospera Financial Services Inc | 7,451 | $1.26M | 0.03% | +221+3.1% | AddedConverted for a 10-for-1 split |
| Voloridge Investment Management, LLC | 7,567 | $1.28M | 0.00% | −29,343−79.5% | ReducedConverted for a 10-for-1 split |
| Turim 21 Investimentos Ltda. | 7,590 | $1.28M | 0.35% | 00.0% | UnchangedConverted for a 10-for-1 split |
| Traphagen Investment Advisors LLC | 7,600 | $1.28M | 0.13% | +5,010+193.4% | AddedConverted for a 10-for-1 split |
| Prudential Financial Inc | 7,625 | $1.29M | 0.00% | −14,205−65.1% | ReducedConverted for a 10-for-1 split |
| Harvest Investment Services, LLC | 7,670 | $1.29M | 0.41% | −4,290−35.9% | ReducedConverted for a 10-for-1 split |
| Wedbush Securities Inc | 7,745 | $1.31M | 0.05% | −105−1.3% | ReducedConverted for a 10-for-1 split |
| Dynamic Advisor Solutions LLC | 7,781 | $1.31M | 0.04% | +381+5.1% | AddedConverted for a 10-for-1 split |
| Polianta Ltd | 7,800 | $1.31M | 0.62% | +7,800 | New |
| Mackenzie Financial Corp | 7,821 | $1.32M | 0.00% | −9,229−54.1% | ReducedConverted for a 10-for-1 split |
| Harbour Investments, Inc. | 7,825 | $1.32M | 0.04% | +1,125+16.8% | AddedConverted for a 10-for-1 split |
| CAP Partners, LLC | 7,844 | $1.32M | 0.99% | +2,434+45.0% | AddedConverted for a 10-for-1 split |
| APG Asset Management N.V. | 8,813 | $1.33M | 0.01% | −16,627−65.4% | ReducedConverted for a 10-for-1 split |
| B & T Capital Management DBA Alpha Capital Management | 7,910 | $1.33M | 0.25% | −3,420−30.2% | ReducedConverted for a 10-for-1 split |
| HHM Wealth Advisors, LLC | 7,960 | $1.34M | 0.19% | +1,090+15.9% | AddedConverted for a 10-for-1 split |
| Polymer Capital Management (HK) LTD | 8,100 | $1.37M | 0.32% | +5,110+170.9% | AddedConverted for a 10-for-1 split |
| Manhattan West Asset Management, LLC | 8,129 | $1.37M | 0.35% | −561−6.5% | ReducedConverted for a 10-for-1 split |
| Western Wealth Management, LLC | 8,177 | $1.38M | 0.08% | +607+8.0% | AddedConverted for a 10-for-1 split |
| Manufacturers Life Insurance Company, The | 8,279 | $1.40M | 0.00% | −18,911−69.6% | ReducedConverted for a 10-for-1 split |