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 |
|---|---|---|---|---|---|
| EULAV Asset Management | 138,000 | $23.3M | 0.57% | +9,000+7.0% | AddedConverted for a 10-for-1 split |
| Advisor Group Holdings, Inc. | 141,922 | $23.9M | 0.05% | −49,838−26.0% | ReducedConverted for a 10-for-1 split |
| Capital Research Global Investors | 145,470 | $24.5M | 0.01% | 00.0% | UnchangedConverted for a 10-for-1 split |
| Tudor Investment Corp Et Al | 150,782 | $25.4M | 0.28% | +120,342+395.3% | AddedConverted for a 10-for-1 split |
| Capital Fund Management S.A. | 155,856 | $26.3M | 0.29% | +155,856 | New |
| State Board of Administration of Florida Retirement System | 155,880 | $26.3M | 0.05% | +9,640+6.6% | AddedConverted for a 10-for-1 split |
| Strong Tower Advisory Services | 160,668 | $27.1M | 7.55% | +13,268+9.0% | AddedConverted for a 10-for-1 split |
| Amundi | 157,189 | $30.2M | 0.01% | +70,429+81.2% | AddedConverted for a 10-for-1 split |
| CloudAlpha Capital Management Limited/Hong Kong | 181,103 | $30.5M | 4.26% | +181,103 | New |
| Rhumbline Advisers | 186,419 | $31.4M | 0.03% | 00.0% | UnchangedConverted for a 10-for-1 split |
| Renaissance Technologies LLC | 189,876 | $32.0M | 0.05% | +189,876 | New |
| Barclays PLC | 191,938 | $32.4M | 0.01% | +34,628+22.0% | AddedConverted for a 10-for-1 split |
| Horizon Kinetics Asset Management LLC | 192,905 | $32.5M | 0.49% | +4,545+2.4% | AddedConverted for a 10-for-1 split |
| Stifel Financial Corp | 193,840 | $32.7M | 0.03% | +35,760+22.6% | AddedConverted for a 10-for-1 split |
| Van Eck Associates Corp | 154,548 | $33.1M | 0.04% | +21,928+16.5% | AddedConverted for a 10-for-1 split |
| Quantitative Investment Management, LLC | 199,566 | $33.6M | 3.31% | +194,226+3,637.2% | AddedConverted for a 10-for-1 split |
| Yong Rong (HK) Asset Management Ltd | 210,900 | $35.6M | 10.39% | +210,900 | New |
| Citadel Advisors LLC | 224,231 | $37.8M | 0.04% | −975,089−81.3% | ReducedConverted for a 10-for-1 split |
| Virtu Financial LLC | 224,245 | $37.8M | 2.08% | +202,885+949.8% | AddedConverted for a 10-for-1 split |
| Price T Rowe Associates Inc | 224,969 | $37.9M | 0.00% | −59,211−20.8% | ReducedConverted for a 10-for-1 split |
| Commonwealth Equity Services, LLC | 225,531 | $38.0M | 0.06% | −17,679−7.3% | ReducedConverted for a 10-for-1 split |
| Neuberger Berman Group LLC | 227,233 | $38.3M | 0.03% | +145,933+179.5% | AddedConverted for a 10-for-1 split |
| National Pension Service | 245,000 | $41.3M | 0.04% | 00.0% | UnchangedConverted for a 10-for-1 split |
| Shaolin Capital Management LLC | 247,500 | $41.7M | 1.81% | +244,030+7,032.6% | AddedConverted for a 10-for-1 split |
| California State Teachers Retirement System | 253,594 | $42.8M | 0.05% | 00.0% | UnchangedConverted for a 10-for-1 split |
| Wells Fargo & Company | 264,580 | $44.6M | 0.01% | +28,470+12.1% | AddedConverted for a 10-for-1 split |
| BNP Paribas Arbitrage, SA | 269,221 | $45.4M | 0.04% | +220,541+453.0% | AddedConverted for a 10-for-1 split |
| California Public Employees Retirement System | 274,879 | $46.3M | 0.03% | −1,551−0.6% | ReducedConverted for a 10-for-1 split |
| SG Americas Securities, LLC | 276,003 | $46.5M | 0.18% | +143,823+108.8% | AddedConverted for a 10-for-1 split |
| Deutsche Bank AG | 289,375 | $48.8M | 0.02% | +41,185+16.6% | AddedConverted for a 10-for-1 split |
| Natixis | 322,608 | $54.4M | 0.33% | +57,668+21.8% | AddedConverted for a 10-for-1 split |
| Sumitomo Mitsui Trust Holdings, Inc. | 343,164 | $57.9M | 0.04% | +51,594+17.7% | AddedConverted for a 10-for-1 split |
| Invesco Ltd. | 358,178 | $60.4M | 0.01% | −56,502−13.6% | ReducedConverted for a 10-for-1 split |
| Citigroup Inc | 361,276 | $60.9M | 0.06% | −4,864−1.3% | ReducedConverted for a 10-for-1 split |
| Nuveen Asset Management, LLC | 399,480 | $67.4M | 0.02% | +107,940+37.0% | AddedConverted for a 10-for-1 split |
| UBS Group AG | 432,620 | $72.9M | 0.02% | +48,990+12.8% | AddedConverted for a 10-for-1 split |
| Toroso Investments, LLC | 443,726 | $74.8M | 0.83% | +163,716+58.5% | AddedConverted for a 10-for-1 split |
| FMR LLC | 453,267 | $76.4M | 0.00% | +102,627+29.3% | AddedConverted for a 10-for-1 split |
| Swiss National Bank | 468,200 | $78.9M | 0.05% | 00.0% | UnchangedConverted for a 10-for-1 split |
| HSBC Holdings PLC | 471,595 | $80.0M | 0.05% | +377,225+399.7% | AddedConverted for a 10-for-1 split |
| LPL Financial LLC | 528,132 | $89.0M | 0.04% | +32,542+6.6% | AddedConverted for a 10-for-1 split |
| Bank of New York Mellon Corp | 584,461 | $98.5M | 0.02% | +21,891+3.9% | AddedConverted for a 10-for-1 split |
| UBS Asset Management Americas Inc | 639,707 | $107.9M | 0.03% | +42,577+7.1% | AddedConverted for a 10-for-1 split |
| IMC-Chicago, LLC | 652,603 | $110.0M | 3.18% | −117,837−15.3% | ReducedConverted for a 10-for-1 split |
| JPMorgan Chase & Co | 660,693 | $111.4M | 0.01% | +73,573+12.5% | AddedConverted for a 10-for-1 split |
| Charles Schwab Investment Management Inc | 664,261 | $112.0M | 0.02% | −302,069−31.3% | ReducedConverted for a 10-for-1 split |
| Legal & General Group Plc | 678,099 | $114.3M | 0.03% | +352,829+108.5% | AddedConverted for a 10-for-1 split |
| Capital World Investors | 717,371 | $120.9M | 0.02% | +7,171+1.0% | AddedConverted for a 10-for-1 split |
| Bank of America Corp | 794,455 | $133.9M | 0.01% | +513,025+182.3% | AddedConverted for a 10-for-1 split |
| Goldman Sachs Group Inc | 833,006 | $140.4M | 0.03% | −534,894−39.1% | ReducedConverted for a 10-for-1 split |
| Northern Trust Corp | 865,188 | $145.9M | 0.02% | −549,812−38.9% | ReducedConverted for a 10-for-1 split |
| Jane Street Group, LLC | 1,055,191 | $177.9M | 0.29% | −1,961,569−65.0% | ReducedConverted for a 10-for-1 split |
| Clear Street Derivatives LLC | 1,307,134 | $220.4M | 3.79% | +1,307,134 | New |
| Norges Bank | 1,494,930 | $252.0M | 0.04% | −83,970−5.3% | ReducedConverted for a 10-for-1 split |
| Marex Group plc | 1,543,827 | $260.3M | 5.94% | +1,518,007+5,879.2% | AddedConverted for a 10-for-1 split |
| Susquehanna International Group, LLP | 2,754,659 | $464.4M | 0.79% | −1,026,701−27.2% | ReducedConverted for a 10-for-1 split |
| Geode Capital Management, LLC | 2,766,283 | $465.6M | 0.04% | +229,903+9.1% | AddedConverted for a 10-for-1 split |
| State Street Corp | 3,322,631 | $560.2M | 0.02% | +217,701+7.0% | AddedConverted for a 10-for-1 split |
| BlackRock, Inc. | 9,477,584 | $1.60B | 0.03% | +9,477,584 | New |
| Morgan Stanley | 9,595,008 | $1.62B | 0.12% | +1,773,898+22.7% | AddedConverted for a 10-for-1 split |
| Vanguard Group Inc | 17,452,753 | $2.94B | 0.05% | +1,951,233+12.6% | AddedConverted for a 10-for-1 split |
| Capital International Investors | 17,528,145 | $2.96B | 0.57% | +272,895+1.6% | AddedConverted for a 10-for-1 split |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −418,050−100.0% | Sold outConverted for a 10-for-1 split |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −265,170−100.0% | Sold outConverted for a 10-for-1 split |
| Alpine Global Management, LLC | 0 | $0 | 0.00% | −192,280−100.0% | Sold outConverted for a 10-for-1 split |
| Cantor Fitzgerald, L. P. | 0 | $0 | 0.00% | −172,340−100.0% | Sold outConverted for a 10-for-1 split |
| Centiva Capital, LP | 0 | $0 | 0.00% | −157,560−100.0% | Sold outConverted for a 10-for-1 split |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −137,170−100.0% | Sold outConverted for a 10-for-1 split |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −59,800−100.0% | Sold outConverted for a 10-for-1 split |
| Federated Hermes, Inc. | 0 | $0 | 0.00% | −43,860−100.0% | Sold outConverted for a 10-for-1 split |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −42,910−100.0% | Sold outConverted for a 10-for-1 split |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −26,000−100.0% | Sold outConverted for a 10-for-1 split |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −21,940−100.0% | Sold outConverted for a 10-for-1 split |
| Laurion Capital Management LP | 0 | $0 | 0.00% | −18,230−100.0% | Sold outConverted for a 10-for-1 split |
| DekaBank Deutsche Girozentrale | 0 | $0 | 0.00% | −15,660−100.0% | Sold outConverted for a 10-for-1 split |
| UBS Oconnor LLC | 0 | $0 | 0.00% | −15,670−100.0% | Sold outConverted for a 10-for-1 split |
| Susquehanna International Group Ltd. | 0 | $0 | 0.00% | −15,250−100.0% | Sold outConverted for a 10-for-1 split |
| Susquehanna International Securities, Ltd. | 0 | $0 | 0.00% | −15,000−100.0% | Sold outConverted for a 10-for-1 split |
| Pearl River Capital, LLC | 0 | $0 | 0.00% | −14,950−100.0% | Sold outConverted for a 10-for-1 split |
| Old Mission Capital LLC | 0 | $0 | 0.00% | −14,850−100.0% | Sold outConverted for a 10-for-1 split |
| Catalyst Funds Management Pty Ltd | 0 | $0 | 0.00% | −14,000−100.0% | Sold outConverted for a 10-for-1 split |
| Cardiff Park Advisors, LLC | 0 | $0 | 0.00% | −12,990−100.0% | Sold outConverted for a 10-for-1 split |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −12,760−100.0% | Sold outConverted for a 10-for-1 split |
| MBB Public Markets I LLC | 0 | $0 | 0.00% | −11,150−100.0% | Sold outConverted for a 10-for-1 split |
| Man Group plc | 0 | $0 | 0.00% | −10,400−100.0% | Sold outConverted for a 10-for-1 split |
| GSG Advisors LLC | 0 | $0 | 0.00% | −10,030−100.0% | Sold outConverted for a 10-for-1 split |
| CAPROCK Group, Inc. | 0 | $0 | 0.00% | −9,350−100.0% | Sold outConverted for a 10-for-1 split |
| Senator Investment Group LP | 0 | $0 | 0.00% | −9,300−100.0% | Sold outConverted for a 10-for-1 split |
| Newbridge Financial Services Group, Inc. | 0 | $0 | 0.00% | −8,870−100.0% | Sold outConverted for a 10-for-1 split |
| Kovack Advisors, Inc. | 0 | $0 | 0.00% | −8,860−100.0% | Sold outConverted for a 10-for-1 split |
| Harbor Capital Advisors, Inc. | 0 | $0 | 0.00% | −7,250−100.0% | Sold outConverted for a 10-for-1 split |
| Jennison Associates LLC | 0 | $0 | 0.00% | −7,040−100.0% | Sold outConverted for a 10-for-1 split |
| Capital Impact Advisors, LLC | 0 | $0 | 0.00% | −5,170−100.0% | Sold outConverted for a 10-for-1 split |
| Simplicity Wealth,LLC | 0 | $0 | 0.00% | −4,630−100.0% | Sold outConverted for a 10-for-1 split |
| Fidelis Capital Partners, LLC | 0 | $0 | 0.00% | −4,500−100.0% | Sold outConverted for a 10-for-1 split |
| Crossmark Global Holdings, Inc. | 0 | $0 | 0.00% | −4,000−100.0% | Sold outConverted for a 10-for-1 split |
| Main Street Financial Solutions, LLC | 0 | $0 | 0.00% | −3,880−100.0% | Sold outConverted for a 10-for-1 split |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −3,370−100.0% | Sold outConverted for a 10-for-1 split |
| Teacher Retirement System of Texas | 0 | $0 | 0.00% | −3,060−100.0% | Sold outConverted for a 10-for-1 split |
| Gamco Investors, Inc. Et Al | 0 | $0 | 0.00% | −3,000−100.0% | Sold outConverted for a 10-for-1 split |