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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

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
Amalgamated Bank8,372$1.41M0.01%−328−3.8%ReducedConverted for a 10-for-1 split
International Assets Investment Management, LLC238,569$1.42M0.01%+237,509+22,406.5%AddedConverted for a 10-for-1 split
Utah Retirement Systems8,400$1.42M0.02%+100+1.2%AddedConverted for a 10-for-1 split
Candriam Luxembourg S.C.A.8,492$1.43M0.01%+142+1.7%AddedConverted for a 10-for-1 split
SEI Investments Co8,596$1.45M0.00%+1,876+27.9%AddedConverted for a 10-for-1 split
AQR Capital Management LLC8,708$1.47M0.00%−36,292−80.6%ReducedConverted for a 10-for-1 split
Strategic Advocates LLC8,751$1.48M0.53%+4,841+123.8%AddedConverted for a 10-for-1 split
Nelson, Van Denburg & Campbell Wealth Management Group, LLC8,840$1.49M0.06%−640−6.8%ReducedConverted for a 10-for-1 split
Synergy Financial Management, LLC8,911$1.50M0.23%+171+2.0%AddedConverted for a 10-for-1 split
Maryland State Retirement & Pension System8,961$1.51M0.03%−3,239−26.5%ReducedConverted for a 10-for-1 split
Ambassador Advisors, LLC9,000$1.52M0.26%00.0%UnchangedConverted for a 10-for-1 split
Bleakley Financial Group, LLC9,048$1.53M0.05%+4,418+95.4%AddedConverted for a 10-for-1 split
Bellecapital International Ltd.9,170$1.55M0.31%+1,680+22.4%AddedConverted for a 10-for-1 split
CIBC World Markets Corp9,191$1.55M0.01%+701+8.3%AddedConverted for a 10-for-1 split
Engineers Gate Manager LP9,209$1.55M0.03%+2,279+32.9%AddedConverted for a 10-for-1 split
JustInvest LLC9,286$1.57M0.03%+1,686+22.2%AddedConverted for a 10-for-1 split
Campion Asset Management LLC9,940$1.68M1.23%00.0%UnchangedConverted for a 10-for-1 split
Parallax Volatility Advisers, L.P.10,076$1.70M0.04%+3,856+62.0%AddedConverted for a 10-for-1 split
Brookstone Capital Management10,126$1.71M0.03%+326+3.3%AddedConverted for a 10-for-1 split
Belvedere Trading LLC10,292$1.74M0.10%−54,568−84.1%ReducedConverted for a 10-for-1 split
MTM Investment Management, LLC9,840$1.74M0.68%−630−6.0%ReducedConverted for a 10-for-1 split
Perigon Wealth Management, LLC10,358$1.75M0.05%+208+2.0%AddedConverted for a 10-for-1 split
Bank of Nova Scotia10,387$1.75M0.00%+2,687+34.9%AddedConverted for a 10-for-1 split
Rathbone Brothers plc10,565$1.78M0.01%+2,305+27.9%AddedConverted for a 10-for-1 split
Chicago Partners Investment Group LLC8,362$1.79M0.06%+72+0.9%AddedConverted for a 10-for-1 split
Arete Wealth Advisors, LLC10,740$1.81M0.16%+1,510+16.4%AddedConverted for a 10-for-1 split
Fiduciary Trust Co10,760$1.81M0.03%+160+1.5%AddedConverted for a 10-for-1 split
Revere Asset Management, Inc10,782$1.82M1.45%+10,782New
Pinnacle Associates Ltd2,907$1.84M0.03%−12,063−80.6%ReducedConverted for a 10-for-1 split
Pathstone Holdings, LLC11,024$1.86M0.01%+1,864+20.3%AddedConverted for a 10-for-1 split
CIBC World Markets Inc.11,182$1.89M0.00%−1,058−8.6%ReducedConverted for a 10-for-1 split
Clarity Capital Partners LLC11,298$1.90M1.12%+3,748+49.6%AddedConverted for a 10-for-1 split
M&T Bank Corp11,455$1.93M0.01%+11,455New
Nordea Investment Management AB11,250$1.94M0.00%+170+1.5%AddedConverted for a 10-for-1 split
Stratos Wealth Advisors, LLC11,633$1.96M0.09%+1,253+12.1%AddedConverted for a 10-for-1 split
Janus Henderson Group PLC11,700$1.97M0.00%+3,700+46.3%AddedConverted for a 10-for-1 split
Schroder Investment Management Group11,461$2.02M0.00%+8,231+254.8%AddedConverted for a 10-for-1 split
Atria Wealth Solutions, Inc.12,165$2.05M0.02%+3,135+34.7%AddedConverted for a 10-for-1 split
X-Square Capital, LLC12,200$2.06M0.90%+7,480+158.5%AddedConverted for a 10-for-1 split
Achmea Investment Management B.V.12,213$2.06M0.03%+12,213New
Gulf International Bank (UK) Ltd12,302$2.07M0.05%−548−4.3%ReducedConverted for a 10-for-1 split
Patriot Investment Management Inc.12,510$2.11M0.15%+12,510New
Blair William & Co12,635$2.13M0.01%+295+2.4%AddedConverted for a 10-for-1 split
Financial Advocates Investment Management12,933$2.18M0.12%+4,483+53.1%AddedConverted for a 10-for-1 split
Aviso Wealth Management13,000$2.19M1.19%00.0%UnchangedConverted for a 10-for-1 split
Stratos Wealth Partners, LTD.13,948$2.35M0.03%+3,478+33.2%AddedConverted for a 10-for-1 split
Elo Mutual Pension Insurance Co14,011$2.36M0.05%+14,011New
Xponance, Inc.14,261$2.40M0.02%+341+2.4%AddedConverted for a 10-for-1 split
Banco Bilbao Vizcaya Argentaria, S.A.14,163$2.41M0.02%+6,043+74.4%AddedConverted for a 10-for-1 split
CWM, LLC14,379$2.42M0.01%+2,019+16.3%AddedConverted for a 10-for-1 split
Daiwa Securities Group Inc.14,478$2.44M0.01%00.0%UnchangedConverted for a 10-for-1 split
Coastal Investment Advisors, Inc.12,306$2.48M1.14%−4,584−27.1%ReducedConverted for a 10-for-1 split
Equitable Holdings, Inc.14,795$2.49M0.02%+1,875+14.5%AddedConverted for a 10-for-1 split
XTX Topco Ltd14,991$2.53M0.18%+14,991New
LMR Partners LLP15,000$2.53M0.06%+15,000New
Skaana Management L.P.15,093$2.54M0.75%+13,563+886.5%AddedConverted for a 10-for-1 split
Global Retirement Partners, LLC15,284$2.58M0.08%−7,656−33.4%ReducedConverted for a 10-for-1 split
BIT Capital GmbH15,340$2.59M0.25%+5,870+62.0%AddedConverted for a 10-for-1 split
Howe & Rusling Inc15,348$2.59M0.22%−4,112−21.1%ReducedConverted for a 10-for-1 split
Public Employees Retirement Association of Colorado15,820$2.67M0.01%00.0%UnchangedConverted for a 10-for-1 split
Fiduciary Alliance LLC15,871$2.68M0.36%+2,951+22.8%AddedConverted for a 10-for-1 split
Independent Financial Group, LLC15,883$2.68M0.10%+8,333+110.4%AddedConverted for a 10-for-1 split
Spire Wealth Management16,130$2.72M0.09%+490+3.1%AddedConverted for a 10-for-1 split
Capital Group Private Client Services, Inc.16,255$2.74M0.03%+16,255New
SRN Advisors, LLC16,379$2.76M2.45%−4,841−22.8%ReducedConverted for a 10-for-1 split
Secure Asset Management, LLC16,473$2.78M0.47%+893+5.7%AddedConverted for a 10-for-1 split
FNY Investment Advisers, LLC16,592$2.80M1.35%+14,832+842.7%AddedConverted for a 10-for-1 split
Headlands Technologies LLC17,877$3.01M0.35%+1,817+11.3%AddedConverted for a 10-for-1 split
Lazard Asset Management LLC18,185$3.06M0.00%+17,525+2,655.3%AddedConverted for a 10-for-1 split
Nissay Asset Management Corp19,048$3.21M0.02%+588+3.2%AddedConverted for a 10-for-1 split
Apollon Wealth Management, LLC19,391$3.27M0.09%+6,331+48.5%AddedConverted for a 10-for-1 split
Toronto Dominion Bank19,809$3.34M0.01%−371−1.8%ReducedConverted for a 10-for-1 split
National Bank of Canada20,647$3.48M0.00%−3,753−15.4%ReducedConverted for a 10-for-1 split
Longitude (Cayman) Ltd.20,700$3.49M5.00%−16,300−44.1%ReducedConverted for a 10-for-1 split
Capstone Investment Advisors, LLC20,970$3.54M0.07%+20,630+6,067.6%AddedConverted for a 10-for-1 split
Schonfeld Strategic Advisors LLC21,288$3.59M0.03%+13,148+161.5%AddedConverted for a 10-for-1 split
Susquehanna Portfolio Strategies, LLC21,540$3.63M0.25%00.0%UnchangedConverted for a 10-for-1 split
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main21,630$3.65M0.00%+2,170+11.2%AddedConverted for a 10-for-1 split
Pacific Capital Wealth Advisors, Inc21,921$3.70M0.62%+21,921New
Itau Unibanco Holding S.A.22,000$3.71M0.12%+22,000New
Heritage Investors Management Corp22,320$3.76M0.13%00.0%UnchangedConverted for a 10-for-1 split
IFP Advisors, Inc22,409$3.78M0.14%+419+1.9%AddedConverted for a 10-for-1 split
United Capital Management of KS, Inc.22,606$3.81M0.83%+14,856+191.7%AddedConverted for a 10-for-1 split
LCM Capital Management Inc22,630$3.82M2.19%00.0%UnchangedConverted for a 10-for-1 split
American Century Companies Inc22,748$3.84M0.00%+1,768+8.4%AddedConverted for a 10-for-1 split
Scientech Research LLC23,099$3.89M0.78%+12,069+109.4%AddedConverted for a 10-for-1 split
Agf Management Ltd23,918$4.03M0.02%+22,128+1,236.2%AddedConverted for a 10-for-1 split
Vontobel Holding Ltd.24,710$4.17M0.01%−23,630−48.9%ReducedConverted for a 10-for-1 split
Andar Capital Management HK Ltd25,000$4.21M5.58%+25,000New
Raymond James Financial Services Advisors, Inc.25,365$4.28M0.01%+945+3.9%AddedConverted for a 10-for-1 split
KBC Group NV25,376$4.28M0.01%+14,116+125.4%AddedConverted for a 10-for-1 split
EverSource Wealth Advisors, LLC25,564$4.31M0.27%+16,724+189.2%AddedConverted for a 10-for-1 split
Paradigm Financial Partners, LLC13,194$4.33M0.60%+544+4.3%AddedConverted for a 10-for-1 split
Nations Financial Group Inc,25,724$4.34M0.31%+344+1.4%AddedConverted for a 10-for-1 split
Private Advisor Group, LLC26,101$4.40M0.03%+10,561+68.0%AddedConverted for a 10-for-1 split
Tredje AP-fonden26,300$4.43M0.04%00.0%UnchangedConverted for a 10-for-1 split
British Columbia Investment Management Corp26,323$4.44M0.03%−3,837−12.7%ReducedConverted for a 10-for-1 split
Monashee Investment Management LLC26,500$4.47M0.48%+26,500New
DnB Asset Management AS26,555$4.48M0.02%+375+1.4%AddedConverted for a 10-for-1 split
GWM Advisors LLC26,645$4.49M0.03%+9,245+53.1%AddedConverted for a 10-for-1 split