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 |
|---|---|---|---|---|---|
| Danske Bank A/S | 65,505 | $11.0M | 0.04% | +3,575+5.8% | AddedConverted for a 10-for-1 split |
| BI Asset Management Fondsmaeglerselskab A/S | 64,951 | $11.0M | 0.19% | +64,951 | New |
| Ensign Peak Advisors, Inc | 63,260 | $10.7M | 0.02% | +7,400+13.2% | AddedConverted for a 10-for-1 split |
| Aviva PLC | 62,782 | $10.6M | 0.03% | +21,582+52.4% | AddedConverted for a 10-for-1 split |
| Ameriprise Financial Inc | 60,898 | $10.3M | 0.00% | +2,388+4.1% | AddedConverted for a 10-for-1 split |
| MML Investors Services, LLC | 60,832 | $10.3M | 0.04% | +8,332+15.9% | AddedConverted for a 10-for-1 split |
| Eschler Asset Management LLP | 60,000 | $10.1M | 15.11% | 00.0% | UnchangedConverted for a 10-for-1 split |
| Pictet Asset Management Holding SA | 59,509 | $10.0M | 0.01% | +2,169+3.8% | AddedConverted for a 10-for-1 split |
| Royal London Asset Management Ltd | 59,479 | $10.0M | 0.02% | +59,479 | New |
| State of New Jersey Common Pension Fund D | 58,523 | $9.87M | 0.04% | +373+0.6% | AddedConverted for a 10-for-1 split |
| Bank of Montreal | 55,511 | $9.78M | 0.00% | −3,889−6.5% | ReducedConverted for a 10-for-1 split |
| Victory Capital Management Inc | 57,830 | $9.75M | 0.01% | −310−0.5% | ReducedConverted for a 10-for-1 split |
| Public Employees Retirement System of Ohio | 56,882 | $9.59M | 0.04% | −2,838−4.8% | ReducedConverted for a 10-for-1 split |
| Wealth Enhancement Advisory Services, LLC | 56,778 | $9.57M | 0.02% | +3,458+6.5% | AddedConverted for a 10-for-1 split |
| Asset Management One Co.,Ltd. | 56,282 | $9.49M | 0.03% | 00.0% | UnchangedConverted for a 10-for-1 split |
| Mariner, LLC | 53,420 | $9.01M | 0.02% | +14,820+38.4% | AddedConverted for a 10-for-1 split |
| Moors & Cabot, Inc. | 51,140 | $8.62M | 0.43% | +1,230+2.5% | AddedConverted for a 10-for-1 split |
| Leonteq Securities AG | 50,380 | $8.49M | 1.00% | +3,410+7.3% | AddedConverted for a 10-for-1 split |
| Miller Value Partners, LLC | 50,250 | $8.47M | 4.78% | +50,250 | New |
| Traynor Capital Management, Inc. | 49,885 | $8.41M | 0.69% | +46,285+1,285.7% | AddedConverted for a 10-for-1 split |
| FORA Capital, LLC | 49,389 | $8.33M | 0.98% | +11,339+29.8% | AddedConverted for a 10-for-1 split |
| Mercer Global Advisors Inc | 42,462 | $8.29M | 0.02% | +30,842+265.4% | AddedConverted for a 10-for-1 split |
| HighTower Advisors, LLC | 48,204 | $8.12M | 0.01% | +3,814+8.6% | AddedConverted for a 10-for-1 split |
| Resona Asset Management Co.,Ltd. | 46,801 | $7.93M | 0.05% | −469−1.0% | ReducedConverted for a 10-for-1 split |
| Madden Securities Corp | 46,950 | $7.92M | 3.41% | +1,940+4.3% | AddedConverted for a 10-for-1 split |
| Principal Financial Group Inc | 46,483 | $7.84M | 0.00% | −6,257−11.9% | ReducedConverted for a 10-for-1 split |
| Avantax Advisory Services, Inc. | 46,330 | $7.81M | 0.05% | +10,040+27.7% | AddedConverted for a 10-for-1 split |
| Dakota Wealth Management | 46,149 | $7.78M | 0.18% | +999+2.2% | AddedConverted for a 10-for-1 split |
| Arizona State Retirement System | 45,191 | $7.62M | 0.05% | +1,921+4.4% | AddedConverted for a 10-for-1 split |
| Kingswood Wealth Advisors, LLC | 44,400 | $7.49M | 0.53% | −4,770−9.7% | ReducedConverted for a 10-for-1 split |
| Capital Wealth Alliance, LLC | 43,340 | $7.31M | 4.25% | 00.0% | UnchangedConverted for a 10-for-1 split |
| Nomura Asset Management Co Ltd | 42,660 | $7.19M | 0.02% | +2,060+5.1% | AddedConverted for a 10-for-1 split |
| Cresset Asset Management, LLC | 40,152 | $6.77M | 0.03% | +2,292+6.1% | AddedConverted for a 10-for-1 split |
| Handelsbanken Fonder AB | 39,960 | $6.74M | 0.03% | +7,100+21.6% | AddedConverted for a 10-for-1 split |
| Independent Advisor Alliance | 39,893 | $6.73M | 0.24% | +10,003+33.5% | AddedConverted for a 10-for-1 split |
| Rockefeller Capital Management L.P. | 38,307 | $6.46M | 0.02% | +38,307 | New |
| Voya Investment Management LLC | 37,941 | $6.40M | 0.01% | −12,809−25.2% | ReducedConverted for a 10-for-1 split |
| Kestra Advisory Services, LLC | 37,630 | $6.34M | 0.03% | −19,600−34.2% | ReducedConverted for a 10-for-1 split |
| Janney Montgomery Scott LLC | 37,005 | $6.24M | 0.02% | −1,995−5.1% | ReducedConverted for a 10-for-1 split |
| Sanctuary Advisors, LLC | 14,442 | $6.09M | 0.04% | +10,132+235.1% | AddedConverted for a 10-for-1 split |
| Penserra Capital Management LLC | 35,383 | $5.96M | 0.13% | +3,413+10.7% | AddedConverted for a 10-for-1 split |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 34,736 | $5.86M | 0.06% | +3,006+9.5% | AddedConverted for a 10-for-1 split |
| Korea Investment CORP | 34,480 | $5.81M | 0.01% | +13,480+64.2% | AddedConverted for a 10-for-1 split |
| Rakuten Securities, Inc. | 34,271 | $5.78M | 2.51% | +3,911+12.9% | AddedConverted for a 10-for-1 split |
| Forsta Ap-Fonden | 33,600 | $5.66M | 0.04% | +3,600+12.0% | AddedConverted for a 10-for-1 split |
| Macquarie Group Ltd | 32,610 | $5.50M | 0.01% | −3,310−9.2% | ReducedConverted for a 10-for-1 split |
| IFM Investors Pty Ltd | 32,282 | $5.44M | 0.05% | +192+0.6% | AddedConverted for a 10-for-1 split |
| Standard Life Aberdeen plc | 31,821 | $5.37M | 0.01% | +29,001+1,028.4% | AddedConverted for a 10-for-1 split |
| Envestnet Asset Management Inc | 31,662 | $5.34M | 0.00% | +12,432+64.6% | AddedConverted for a 10-for-1 split |
| Aquatic Capital Management LLC | 31,600 | $5.33M | 0.14% | −36,400−53.5% | ReducedConverted for a 10-for-1 split |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 31,519 | $5.31M | 0.02% | +2,889+10.1% | AddedConverted for a 10-for-1 split |
| Skandinaviska Enskilda Banken AB (publ) | 31,510 | $5.31M | 0.02% | −1,700−5.1% | ReducedConverted for a 10-for-1 split |
| Walleye Trading LLC | 30,966 | $5.22M | 0.13% | −11,444−27.0% | ReducedConverted for a 10-for-1 split |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 30,680 | $5.17M | 0.05% | +30,680 | New |
| GTS Securities LLC | 30,400 | $5.13M | 0.10% | −17,720−36.8% | ReducedConverted for a 10-for-1 split |
| Russell Investments Group, Ltd. | 29,683 | $5.11M | 0.01% | −4,137−12.2% | ReducedConverted for a 10-for-1 split |
| One Capital Management, LLC | 29,157 | $4.92M | 0.16% | +14,287+96.1% | AddedConverted for a 10-for-1 split |
| Wealthfront Advisers LLC | 28,383 | $4.79M | 0.01% | +20,533+261.6% | AddedConverted for a 10-for-1 split |
| TD Asset Management Inc | 26,968 | $4.75M | 0.00% | +848+3.2% | AddedConverted for a 10-for-1 split |
| Wolverine Trading, LLC | 26,562 | $4.68M | 0.12% | −1,026,888−97.5% | ReducedConverted for a 10-for-1 split |
| IHT Wealth Management, LLC | 27,723 | $4.66M | 0.13% | +16,313+143.0% | AddedConverted for a 10-for-1 split |
| EagleClaw Capital Managment, LLC | 27,440 | $4.63M | 0.77% | 00.0% | UnchangedConverted for a 10-for-1 split |
| GWM Advisors LLC | 26,645 | $4.49M | 0.03% | +9,245+53.1% | AddedConverted for a 10-for-1 split |
| DnB Asset Management AS | 26,555 | $4.48M | 0.02% | +375+1.4% | AddedConverted for a 10-for-1 split |
| Monashee Investment Management LLC | 26,500 | $4.47M | 0.48% | +26,500 | New |
| British Columbia Investment Management Corp | 26,323 | $4.44M | 0.03% | −3,837−12.7% | ReducedConverted for a 10-for-1 split |
| Tredje AP-fonden | 26,300 | $4.43M | 0.04% | 00.0% | UnchangedConverted for a 10-for-1 split |
| Private Advisor Group, LLC | 26,101 | $4.40M | 0.03% | +10,561+68.0% | AddedConverted for a 10-for-1 split |
| Nations Financial Group Inc, | 25,724 | $4.34M | 0.31% | +344+1.4% | AddedConverted for a 10-for-1 split |
| Paradigm Financial Partners, LLC | 13,194 | $4.33M | 0.60% | +544+4.3% | AddedConverted for a 10-for-1 split |
| EverSource Wealth Advisors, LLC | 25,564 | $4.31M | 0.27% | +16,724+189.2% | AddedConverted for a 10-for-1 split |
| KBC Group NV | 25,376 | $4.28M | 0.01% | +14,116+125.4% | AddedConverted for a 10-for-1 split |
| Raymond James Financial Services Advisors, Inc. | 25,365 | $4.28M | 0.01% | +945+3.9% | AddedConverted for a 10-for-1 split |
| Andar Capital Management HK Ltd | 25,000 | $4.21M | 5.58% | +25,000 | New |
| Vontobel Holding Ltd. | 24,710 | $4.17M | 0.01% | −23,630−48.9% | ReducedConverted for a 10-for-1 split |
| Agf Management Ltd | 23,918 | $4.03M | 0.02% | +22,128+1,236.2% | AddedConverted for a 10-for-1 split |
| Scientech Research LLC | 23,099 | $3.89M | 0.78% | +12,069+109.4% | AddedConverted for a 10-for-1 split |
| American Century Companies Inc | 22,748 | $3.84M | 0.00% | +1,768+8.4% | AddedConverted for a 10-for-1 split |
| LCM Capital Management Inc | 22,630 | $3.82M | 2.19% | 00.0% | UnchangedConverted for a 10-for-1 split |
| United Capital Management of KS, Inc. | 22,606 | $3.81M | 0.83% | +14,856+191.7% | AddedConverted for a 10-for-1 split |
| IFP Advisors, Inc | 22,409 | $3.78M | 0.14% | +419+1.9% | AddedConverted for a 10-for-1 split |
| Heritage Investors Management Corp | 22,320 | $3.76M | 0.13% | 00.0% | UnchangedConverted for a 10-for-1 split |
| Itau Unibanco Holding S.A. | 22,000 | $3.71M | 0.12% | +22,000 | New |
| Pacific Capital Wealth Advisors, Inc | 21,921 | $3.70M | 0.62% | +21,921 | New |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 21,630 | $3.65M | 0.00% | +2,170+11.2% | AddedConverted for a 10-for-1 split |
| Susquehanna Portfolio Strategies, LLC | 21,540 | $3.63M | 0.25% | 00.0% | UnchangedConverted for a 10-for-1 split |
| Schonfeld Strategic Advisors LLC | 21,288 | $3.59M | 0.03% | +13,148+161.5% | AddedConverted for a 10-for-1 split |
| Capstone Investment Advisors, LLC | 20,970 | $3.54M | 0.07% | +20,630+6,067.6% | AddedConverted for a 10-for-1 split |
| Longitude (Cayman) Ltd. | 20,700 | $3.49M | 5.00% | −16,300−44.1% | ReducedConverted for a 10-for-1 split |
| National Bank of Canada | 20,647 | $3.48M | 0.00% | −3,753−15.4% | ReducedConverted for a 10-for-1 split |
| Toronto Dominion Bank | 19,809 | $3.34M | 0.01% | −371−1.8% | ReducedConverted for a 10-for-1 split |
| Apollon Wealth Management, LLC | 19,391 | $3.27M | 0.09% | +6,331+48.5% | AddedConverted for a 10-for-1 split |
| Nissay Asset Management Corp | 19,048 | $3.21M | 0.02% | +588+3.2% | AddedConverted for a 10-for-1 split |
| Lazard Asset Management LLC | 18,185 | $3.06M | 0.00% | +17,525+2,655.3% | AddedConverted for a 10-for-1 split |
| Headlands Technologies LLC | 17,877 | $3.01M | 0.35% | +1,817+11.3% | AddedConverted for a 10-for-1 split |
| FNY Investment Advisers, LLC | 16,592 | $2.80M | 1.35% | +14,832+842.7% | AddedConverted for a 10-for-1 split |
| Secure Asset Management, LLC | 16,473 | $2.78M | 0.47% | +893+5.7% | AddedConverted for a 10-for-1 split |
| SRN Advisors, LLC | 16,379 | $2.76M | 2.45% | −4,841−22.8% | ReducedConverted for a 10-for-1 split |
| Capital Group Private Client Services, Inc. | 16,255 | $2.74M | 0.03% | +16,255 | New |
| Spire Wealth Management | 16,130 | $2.72M | 0.09% | +490+3.1% | AddedConverted for a 10-for-1 split |