Skip to main content
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
Tower Research Capital LLC (TRC)6,387$1.08M0.03%−49,713−88.6%ReducedConverted for a 10-for-1 split
Visionary Wealth Advisors6,221$1.05M0.06%+981+18.7%AddedConverted for a 10-for-1 split
Cerity Partners LLC6,170$1.04M0.00%+6,170New
Dai-Ichi Life Insurance Company, Ltd6,000$1.01M0.03%00.0%UnchangedConverted for a 10-for-1 split
Capstone Financial Advisors, Inc.5,855$987.2K0.06%+455+8.4%AddedConverted for a 10-for-1 split
Sterling Capital Management LLC5,770$972.8K0.01%+5,770New
Warren Averett Asset Management, LLC5,754$970.1K0.02%−346−5.7%ReducedConverted for a 10-for-1 split
Aptus Capital Advisors, LLC5,747$968.9K0.01%+3,777+191.7%AddedConverted for a 10-for-1 split
Csenge Advisory Group4,520$960.8K0.05%−3,200−41.5%ReducedConverted for a 10-for-1 split
AdvisorNet Financial, Inc5,580$940.8K0.07%−370−6.2%ReducedConverted for a 10-for-1 split
Marshall Wace, LLP5,503$927.8K0.00%+5,503New
Merit Financial Group, LLC5,480$923.9K0.02%+1,580+40.5%AddedConverted for a 10-for-1 split
SeaCrest Wealth Management, LLC5,439$917.0K0.10%+259+5.0%AddedConverted for a 10-for-1 split
Thrivent Financial for Lutherans5,410$912.0K0.00%+2,000+58.7%AddedConverted for a 10-for-1 split
Evergreen Wealth Solutions, LLC5,400$910.4K0.62%00.0%UnchangedConverted for a 10-for-1 split
Core Wealth Partners LLC5,400$910.4K0.55%+700+14.9%AddedConverted for a 10-for-1 split
Brinker Capital Investments, LLC5,353$902.5K0.01%+3,043+131.7%AddedConverted for a 10-for-1 split
Orion Portfolio Solutions, LLC5,353$902.5K0.01%+3,043+131.7%AddedConverted for a 10-for-1 split
Sterling Investment Advisors, Ltd.5,330$898.6K0.23%00.0%UnchangedConverted for a 10-for-1 split
Hartline Investment Corp5,322$897.3K0.11%+752+16.5%AddedConverted for a 10-for-1 split
Seven Eight Capital, LP5,226$881.1K0.08%−26,124−83.3%ReducedConverted for a 10-for-1 split
Nwam LLC5,222$880.4K0.05%+112+2.2%AddedConverted for a 10-for-1 split
Investment Management Corp of Ontario5,200$876.7K0.02%+2,200+73.3%AddedConverted for a 10-for-1 split
D.A. Davidson & Co.5,185$874.2K0.01%+165+3.3%AddedConverted for a 10-for-1 split
Kestra Private Wealth Services, LLC5,147$867.8K0.02%−2,603−33.6%ReducedConverted for a 10-for-1 split
CIBC Private Wealth Group, LLC5,089$858.0K0.00%−22,991−81.9%ReducedConverted for a 10-for-1 split
Franklin Resources Inc4,248$856.7K0.00%−36,882−89.7%ReducedConverted for a 10-for-1 split
Claro Advisors LLC5,060$853.1K0.11%−40−0.8%ReducedConverted for a 10-for-1 split
Change Path, LLC5,020$846.4K0.03%+5,020New
Souders Financial Advisors5,006$844.0K0.12%+5,006New
Steward Partners Investment Advisory, LLC4,994$842.0K0.01%+1,914+62.1%AddedConverted for a 10-for-1 split
Perennial Investment Advisors, LLC4,989$841.1K0.11%+429+9.4%AddedConverted for a 10-for-1 split
Chesapeake Capital Corp4,733$834.0K0.76%+1,123+31.1%AddedConverted for a 10-for-1 split
UniSuper Management Pty Ltd4,917$829.0K0.01%+327+7.1%AddedConverted for a 10-for-1 split
Great Lakes Advisors, LLC4,892$824.8K0.01%+62+1.3%AddedConverted for a 10-for-1 split
Sequoia Financial Advisors, LLC4,846$817.0K0.01%+1,886+63.7%AddedConverted for a 10-for-1 split
Captrust Financial Advisors4,771$804.4K0.00%+581+13.9%AddedConverted for a 10-for-1 split
Verus Capital Partners, LLC4,761$802.7K0.08%+731+18.1%AddedConverted for a 10-for-1 split
Aveo Capital Partners, LLC4,742$799.5K0.08%+4,742New
DRW Securities, LLC4,649$783.8K0.04%−16,301−77.8%ReducedConverted for a 10-for-1 split
Beaird Harris Wealth Management, LLC4,640$782.3K0.07%+790+20.5%AddedConverted for a 10-for-1 split
Lake Street Advisors Group, LLC4,608$776.9K0.04%+4,608New
Illinois Municipal Retirement Fund4,530$763.8K0.01%00.0%UnchangedConverted for a 10-for-1 split
Truist Financial Corp4,520$762.1K0.00%+190+4.4%AddedConverted for a 10-for-1 split
Sigma Planning Corp4,498$758.3K0.02%+708+18.7%AddedConverted for a 10-for-1 split
O'Shaughnessy Asset Management, LLC3,740$754.2K0.01%−6,300−62.7%ReducedConverted for a 10-for-1 split
Comprehensive Financial Consultants Institutional, Inc.4,380$738.5K0.27%+300+7.4%AddedConverted for a 10-for-1 split
Eqis Capital Management, Inc.4,371$737.0K0.06%+4,371New
CIBC Asset Management Inc4,340$731.7K0.00%+150+3.6%AddedConverted for a 10-for-1 split
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors4,315$727.5K0.06%+385+9.8%AddedConverted for a 10-for-1 split
Wealth Management Partners, LLC4,290$723.3K0.34%00.0%UnchangedConverted for a 10-for-1 split
US Bancorp4,255$717.4K0.00%−565−11.7%ReducedConverted for a 10-for-1 split
Comerica Bank4,249$716.4K0.00%+199+4.9%AddedConverted for a 10-for-1 split
Boothbay Fund Management, LLC4,206$709.1K0.02%+4,206New
Silvercrest Asset Management Group LLC4,190$706.4K0.00%00.0%UnchangedConverted for a 10-for-1 split
Paloma Partners Management Co4,100$691.3K0.04%−2,720−39.9%ReducedConverted for a 10-for-1 split
RSM US Wealth Management LLC4,229$688.0K0.01%00.0%UnchangedConverted for a 10-for-1 split
Magnus Financial Group LLC4,080$687.9K0.07%00.0%UnchangedConverted for a 10-for-1 split
Edgestream Partners, L.P.4,074$686.9K0.03%−626−13.3%ReducedConverted for a 10-for-1 split
Close Asset Management Ltd4,060$685.0K0.02%−170−4.0%ReducedConverted for a 10-for-1 split
Farrell Financial LLC2,496$675.0K0.48%+316+14.5%AddedConverted for a 10-for-1 split
Nisa Investment Advisors, LLC3,970$669.3K0.00%−12,630−76.1%ReducedConverted for a 10-for-1 split
J.W. Cole Advisors, Inc.3,950$666.0K0.03%+620+18.6%AddedConverted for a 10-for-1 split
Stonegate Investment Group, LLC3,920$661.0K0.02%+120+3.2%AddedConverted for a 10-for-1 split
Delta Investment Management, LLC3,904$658.2K0.13%+3,904New
TownSquare Capital, LLC3,874$653.2K0.01%+974+33.6%AddedConverted for a 10-for-1 split
Wealthcare Advisory Partners LLC3,851$649.3K0.02%+1,581+69.6%AddedConverted for a 10-for-1 split
Walleye Capital LLC3,822$644.4K0.01%−20,928−84.6%ReducedConverted for a 10-for-1 split
Kingsview Wealth Management, LLC3,810$642.4K0.01%−190−4.8%ReducedConverted for a 10-for-1 split
Two Sigma Securities, LLC3,732$629.2K0.05%+3,732New
Sunburst Financial Group, LLC3,660$617.1K0.16%+30+0.8%AddedConverted for a 10-for-1 split
Navellier & Associates Inc3,639$613.5K0.08%+3,639New
Concurrent Investment Advisors, LLC3,623$610.8K0.02%+1,383+61.7%AddedConverted for a 10-for-1 split
B. Metzler seel. Sohn & Co. AG3,610$608.6K0.01%00.0%UnchangedConverted for a 10-for-1 split
B. Metzler seel. Sohn & Co. Holding AG3,610$608.6K0.01%+3,610New
Farther Finance Advisors, LLC3,605$607.7K0.02%+2,705+300.6%AddedConverted for a 10-for-1 split
Procyon Private Wealth Partners, LLC3,530$595.2K0.04%00.0%UnchangedConverted for a 10-for-1 split
Rothschild Investment LLC3,502$590.4K0.04%−28−0.8%ReducedConverted for a 10-for-1 split
Tobam3,439$580.0K0.11%+659+23.7%AddedConverted for a 10-for-1 split
Waldron Private Wealth LLC3,384$570.5K0.02%+374+12.4%AddedConverted for a 10-for-1 split
Revisor Wealth Management LLC3,382$570.2K0.36%+392+13.1%AddedConverted for a 10-for-1 split
HighPoint Advisor Group LLC2,467$566.7K0.03%+817+49.5%AddedConverted for a 10-for-1 split
Insigneo Advisory Services, LLC3,357$566.0K0.06%+847+33.7%AddedConverted for a 10-for-1 split
Berkshire Bank3,300$556.4K0.13%00.0%UnchangedConverted for a 10-for-1 split
First Foundation Advisors3,250$548.0K0.02%00.0%UnchangedConverted for a 10-for-1 split
Swiss Life Asset Management Ltd3,239$545.5K0.01%+959+42.1%AddedConverted for a 10-for-1 split
MetLife Investment Management3,192$538.2K0.00%−78−2.4%ReducedConverted for a 10-for-1 split
Pacer Advisors, Inc.3,180$536.1K0.00%+1,160+57.4%AddedConverted for a 10-for-1 split
Ossiam3,176$535.5K0.01%+3,176New
Allianz Asset Management GmbH3,173$535.0K0.00%+3,173New
VitalStone Financial, LLC3,170$534.5K0.36%+370+13.2%AddedConverted for a 10-for-1 split
Guggenheim Capital LLC3,156$532.1K0.00%+1,366+76.3%AddedConverted for a 10-for-1 split
The PNC Financial Services Group, Inc.3,149$530.9K0.00%+1,059+50.7%AddedConverted for a 10-for-1 split
Glenmede Trust Co NA3,146$530.4K0.00%−354−10.1%ReducedConverted for a 10-for-1 split
Ballentine Partners, LLC3,120$526.0K0.01%00.0%UnchangedConverted for a 10-for-1 split
Vestcor Inc3,096$522.0K0.02%00.0%UnchangedConverted for a 10-for-1 split
Means Investment Co., Inc.3,092$521.3K0.06%+132+4.5%AddedConverted for a 10-for-1 split
TCG Advisory Services, LLC3,024$509.8K0.02%−1,736−36.5%ReducedConverted for a 10-for-1 split
Resolute Partners Group3,000$505.8K0.10%−300−9.1%ReducedConverted for a 10-for-1 split
Evanson Asset Management, LLC3,000$505.8K0.04%00.0%UnchangedConverted for a 10-for-1 split