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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
Masso Torrence Wealth Management Inc.3,000$505.8K0.27%00.0%UnchangedConverted for a 10-for-1 split
Wallace Hart LLC3,000$505.8K0.38%+1,000+50.0%AddedConverted for a 10-for-1 split
MYDA Advisors LLC3,000$505.8K0.14%+3,000New
Arkadios Wealth Advisors2,860$482.2K0.03%+390+15.8%AddedConverted for a 10-for-1 split
Bay Rivers Group2,830$477.1K0.24%+100+3.7%AddedConverted for a 10-for-1 split
Keebeck Wealth Management, LLC2,795$471.2K0.07%+795+39.8%AddedConverted for a 10-for-1 split
United Capital Financial Advisers, LLC2,760$465.3K0.00%−260−8.6%ReducedConverted for a 10-for-1 split
Lakeview Capital Partners, LLC2,729$460.2K0.07%+659+31.8%AddedConverted for a 10-for-1 split
Oxford Wealth Group, LLC2,718$458.3K0.37%+558+25.8%AddedConverted for a 10-for-1 split
Ameritas Advisory Services, LLC2,674$450.8K0.02%−12,106−81.9%ReducedConverted for a 10-for-1 split
Kovitz Investment Group Partners, LLC2,550$446.7K0.00%+2,550New
Prudential PLC2,630$443.4K0.00%00.0%UnchangedConverted for a 10-for-1 split
Garden State Investment Advisory Services LLC2,630$443.4K0.14%+250+10.5%AddedConverted for a 10-for-1 split
Empowered Funds, LLC2,610$440.0K0.01%+2,610New
Cascade Financial Partners, LLC2,000$439.4K0.06%00.0%UnchangedConverted for a 10-for-1 split
Coldstream Capital Management Inc2,349$439.3K0.01%−2,831−54.7%ReducedConverted for a 10-for-1 split
Investment Partners Asset Management, Inc.2,600$438.4K0.36%00.0%UnchangedConverted for a 10-for-1 split
Encompass More Asset Management2,582$435.3K0.17%+2,582New
Assenagon Asset Management S.A.2,565$432.5K0.00%−305−10.6%ReducedConverted for a 10-for-1 split
Colony Group, LLC2,650$430.6K0.00%+2,650New
Baird Financial Group, Inc.2,545$429.1K0.00%+2,545New
Savant Capital, LLC2,520$424.9K0.00%−3,470−57.9%ReducedConverted for a 10-for-1 split
Westmount Partners, LLC2,520$424.9K0.13%00.0%UnchangedConverted for a 10-for-1 split
Commerce Bank2,485$419.0K0.00%+2,485New
Mirae Asset Global ETFs Holdings Ltd.2,466$418.8K0.00%−74,454−96.8%ReducedConverted for a 10-for-1 split
Oak Thistle LLC2,469$416.3K0.14%+2,469New
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management2,450$413.1K0.01%+50+2.1%AddedConverted for a 10-for-1 split
EP Wealth Advisors, LLC2,430$409.7K0.00%00.0%UnchangedConverted for a 10-for-1 split
Associated Banc-Corp2,350$396.2K0.01%00.0%UnchangedConverted for a 10-for-1 split
Evexia Wealth LLC2,128$396.0K0.14%+158+8.0%AddedConverted for a 10-for-1 split
Peapack Gladstone Financial Corp2,350$396.0K0.01%00.0%UnchangedConverted for a 10-for-1 split
Oxler Private Wealth LLC2,340$394.5K0.14%+250+12.0%AddedConverted for a 10-for-1 split
Great Valley Advisor Group, Inc.2,310$389.5K0.01%+400+20.9%AddedConverted for a 10-for-1 split
AE Wealth Management LLC2,301$387.9K0.00%−2,079−47.5%ReducedConverted for a 10-for-1 split
Mosley Wealth Management1,770$387.7K0.26%+1,770New
Plancorp, LLC2,262$381.4K0.02%+2,262New
Teamwork Financial Advisors, LLC2,262$381.4K0.05%+2,262New
Lido Advisors, LLC2,253$380.0K0.00%−17−0.7%ReducedConverted for a 10-for-1 split
Meiji Yasuda Asset Management Co Ltd.2,200$370.9K0.01%00.0%UnchangedConverted for a 10-for-1 split
Abn Amro Investment Solutions2,163$364.7K0.01%+2,163New
Davenport & Co LLC2,157$363.6K0.00%−223−9.4%ReducedConverted for a 10-for-1 split
Strategic Blueprint, LLC2,133$359.6K0.02%−17−0.8%ReducedConverted for a 10-for-1 split
Phoenix Holdings Ltd.2,120$357.4K0.01%00.0%UnchangedConverted for a 10-for-1 split
Centric Wealth Management1,370$353.2K0.09%+150+12.3%AddedConverted for a 10-for-1 split
Curran Financial Partners, LLC2,088$352.0K0.10%+318+18.0%AddedConverted for a 10-for-1 split
Capital Advisors Inc2,080$350.7K0.01%00.0%UnchangedConverted for a 10-for-1 split
Ethos Financial Group, LLC2,040$344.0K0.06%+2,040New
Altiora Financial Group, LLC2,040$343.9K0.08%−70−3.3%ReducedConverted for a 10-for-1 split
Centaurus Financial, Inc.2,032$343.0K0.02%+812+66.6%AddedConverted for a 10-for-1 split
Riverview Capital Advisers, LLC2,030$342.3K0.11%00.0%UnchangedConverted for a 10-for-1 split
Massmutual Trust Co FSB2,018$340.2K0.01%−12−0.6%ReducedConverted for a 10-for-1 split
Mesirow Financial Investment Management, Inc.2,000$337.2K0.01%00.0%UnchangedConverted for a 10-for-1 split
Gilman Hill Asset Management, LLC2,000$337.2K0.06%00.0%UnchangedConverted for a 10-for-1 split
American Asset Management Inc.2,000$337.2K0.36%00.0%UnchangedConverted for a 10-for-1 split
Gilbert & Cook, Inc.2,000$337.2K0.05%00.0%UnchangedConverted for a 10-for-1 split
Axxcess Wealth Management, LLC2,000$337.2K0.01%00.0%UnchangedConverted for a 10-for-1 split
LongView Wealth Management2,000$337.2K0.11%00.0%UnchangedConverted for a 10-for-1 split
MB, Levis & Associates, LLC2,000$337.2K0.17%00.0%UnchangedConverted for a 10-for-1 split
Metis Global Partners, LLC2,000$337.2K0.01%+100+5.3%AddedConverted for a 10-for-1 split
WealthTrust Asset Management, LLC2,000$337.2K0.25%+2,000New
Frisch Financial Group, Inc.2,000$337.0K0.10%00.0%UnchangedConverted for a 10-for-1 split
Advisory Research Inc1,998$336.9K0.06%−52−2.5%ReducedConverted for a 10-for-1 split
Sepio Capital, LP1,976$333.2K0.03%+1,976New
Finivi Inc.1,965$331.3K0.27%+95+5.1%AddedConverted for a 10-for-1 split
Gerber Kawasaki Wealth & Investment Management1,960$330.5K0.02%00.0%UnchangedConverted for a 10-for-1 split
Qsemble Capital Management, LP1,931$325.6K0.06%+1,931New
Evergreen Capital Management LLC1,920$323.7K0.01%00.0%UnchangedConverted for a 10-for-1 split
Yousif Capital Management, LLC1,915$322.9K0.00%00.0%UnchangedConverted for a 10-for-1 split
Hollencrest Capital Management1,910$322.0K0.01%+330+20.9%AddedConverted for a 10-for-1 split
Whittier Trust Co1,890$318.7K0.00%+40+2.2%AddedConverted for a 10-for-1 split
Capital International Sarl1,888$318.3K0.01%+1,888New
HB Wealth Management, LLC1,879$316.8K0.00%+1,879New
Axq Capital, LP1,871$315.5K0.10%+1,871New
Lodestar Private Asset Management LLC1,870$315.3K0.04%00.0%UnchangedConverted for a 10-for-1 split
Caitlin John, LLC935$307.0K0.20%−65−6.5%ReducedConverted for a 10-for-1 split
Chicago Trust Co NA1,800$303.5K0.05%+1,800New
MAI Capital Management1,785$301.0K0.00%+165+10.2%AddedConverted for a 10-for-1 split
Guardian Wealth Advisors, LLC1,780$300.1K0.03%00.0%UnchangedConverted for a 10-for-1 split
QRG Capital Management, Inc.1,748$294.7K0.00%+1,748New
Larson Financial Group LLC1,743$293.9K0.02%+933+115.2%AddedConverted for a 10-for-1 split
Scotia Capital Inc.1,734$292.4K0.00%+1,734New
Berkeley Capital Partners, LLC1,730$291.7K0.08%+10+0.6%AddedConverted for a 10-for-1 split
Wedmont Private Capital1,554$289.2K0.02%+1,554New
Brown Advisory Inc1,700$286.6K0.00%+1,700New
Siemens Fonds Invest GmbH1,687$284.4K0.02%+1,687New
Quantinno Capital Management LP1,674$282.2K0.00%+1,674New
Unique Wealth Strategies, LLC1,670$281.6K0.12%+170+11.3%AddedConverted for a 10-for-1 split
Arlington Capital Management, Inc.1,660$279.9K0.23%00.0%UnchangedConverted for a 10-for-1 split
Calton & Associates, Inc.1,660$279.9K0.11%+1,660New
Innova Wealth Partners1,660$279.9K0.23%+1,660New
Brighton Jones LLC1,659$279.7K0.01%−181−9.8%ReducedConverted for a 10-for-1 split
Abel Hall, LLC1,639$276.3K0.18%−931−36.2%ReducedConverted for a 10-for-1 split
First Financial Bankshares Inc1,630$274.8K0.01%+1,630New
Palisades Hudson Asset Management, L.P.1,607$271.0K0.11%−193−10.7%ReducedConverted for a 10-for-1 split
Weaver Capital Management LLC1,600$269.8K0.08%00.0%UnchangedConverted for a 10-for-1 split
Consolidated Capital Management, LLC1,600$269.8K0.12%00.0%UnchangedConverted for a 10-for-1 split
Doliver Advisors, LP1,598$269.4K0.07%+1,598New
Cigna Investments Inc1,595$269.0K0.05%−45−2.7%ReducedConverted for a 10-for-1 split
Fort Point Capital Partners LLC1,590$268.1K0.03%00.0%UnchangedConverted for a 10-for-1 split
ProShare Advisors LLC1,564$263.7K0.00%−20,356−92.9%ReducedConverted for a 10-for-1 split