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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
Narus Financial Partners, LLC1,560$263.0K0.09%+1,560New
Horizon Bancorp Inc1,550$261.0K0.12%00.0%UnchangedConverted for a 10-for-1 split
Gsa Capital Partners LLP1,551$261.0K0.02%+1,551New
Northwestern Mutual Wealth Management Co1,533$258.5K0.00%−297−16.2%ReducedConverted for a 10-for-1 split
National Asset Management, Inc.1,522$253.6K0.01%+1,522New
MRP Capital Investments, LLC1,500$252.9K0.24%−5,000−76.9%ReducedConverted for a 10-for-1 split
Continuum Advisory, LLC770$252.3K0.03%00.0%UnchangedConverted for a 10-for-1 split
Vinva Investment Management Ltd1,536$246.2K0.01%+1,536New
Presidio Capital Management, LLC1,458$245.8K0.16%+1,458New
Courier Capital LLC1,450$244.5K0.02%+1,450New
Oppenheimer & Co Inc1,411$237.9K0.00%+1,411New
Ci Investments Inc.1,398$236.0K0.00%−232−14.2%ReducedConverted for a 10-for-1 split
Mill Creek Capital Advisors, LLC1,390$234.4K0.01%+1,390New
Altus Wealth Group LLC1,380$232.7K0.10%+1,380New
Empower Advisory Group, LLC1,371$231.2K0.00%+1,371New
Smith, Moore & Co.1,360$229.3K0.02%+1,360New
Family Management Corp1,340$225.9K0.04%+1,340New
Lifeworks Advisors, LLC1,336$225.3K0.04%+1,336New
Institute for Wealth Management, LLC.1,329$224.1K0.03%+1,329New
Ausdal Financial Partners, Inc.1,299$219.0K0.02%−161−11.0%ReducedConverted for a 10-for-1 split
Clear Creek Financial Management, LLC1,292$217.8K0.02%+1,292New
Corebridge Financial, Inc.1,282$216.1K0.00%−48−3.6%ReducedConverted for a 10-for-1 split
Greenleaf Trust1,257$211.9K0.00%+1,257New
Independent Family Office, LLC4,100$211.9K0.11%+4,100New
Jackson Creek Investment Advisors LLC1,250$211.0K0.06%+1,250New
Crosspoint Financial, LLC1,250$210.8K0.72%+1,250New
Foguth Wealth Management, LLC.1,096$210.7K0.08%+1,096New
Pinnacle Wealth Planning Services, Inc.1,244$209.7K0.03%+1,244New
Central Trust Co1,240$209.1K0.00%00.0%UnchangedConverted for a 10-for-1 split
Royal Fund Management, LLC1,240$209.1K0.01%+1,240New
Quest Partners LLC1,232$207.7K0.02%+1,232New
Oder Investment Management, LLC1,230$207.4K0.18%+1,230New
CFO4Life Group, LLC1,230$207.4K0.04%+1,230New
ASB Consultores, LLC1,220$205.7K0.08%+1,220New
AlphaQ Advisors LLC1,211$204.2K0.57%+1,211New
Livforsakringsbolaget Skandia, Omsesidigt1,200$202.3K0.01%+1,200New
Wealth Alliance Advisory Group, LLC1,200$202.3K0.04%+1,200New
Abundance Wealth Counselors1,200$202.0K0.04%+1,200New
Parallel Advisors, LLC1,121$189.0K0.00%−7,309−86.7%ReducedConverted for a 10-for-1 split
Ostrum Asset Management1,114$187.8K0.02%+14+1.3%AddedConverted for a 10-for-1 split
GPS Wealth Strategies Group, LLC1,085$182.9K0.02%00.0%UnchangedConverted for a 10-for-1 split
Ridgewood Investments LLC1,000$168.6K0.08%00.0%UnchangedConverted for a 10-for-1 split
Coston, McIsaac & Partners1,000$168.0K0.05%00.0%UnchangedConverted for a 10-for-1 split
Hoey Investments, Inc115$158.4K0.03%−1,035−90.0%ReducedConverted for a 10-for-1 split
Bogart Wealth, LLC900$151.7K0.01%+400+80.0%AddedConverted for a 10-for-1 split
NBC Securities, Inc.820$138.0K0.01%00.0%UnchangedConverted for a 10-for-1 split
Strategic Investment Solutions, Inc.770$129.8K0.04%00.0%UnchangedConverted for a 10-for-1 split
Stelac Advisory Services LLC740$124.8K0.05%00.0%UnchangedConverted for a 10-for-1 split
CoreCap Advisors, LLC735$123.9K0.01%+735New
Allworth Financial LP733$123.6K0.00%+483+193.2%AddedConverted for a 10-for-1 split
Gordian Capital Singapore Pte Ltd710$119.7K0.05%−800−53.0%ReducedConverted for a 10-for-1 split
Signaturefd, LLC627$105.7K0.00%+127+25.4%AddedConverted for a 10-for-1 split
Abound Wealth Management602$101.5K0.03%+472+363.1%AddedConverted for a 10-for-1 split
JTC Employer Solutions Trusteee Ltd600$101.0K0.01%00.0%UnchangedConverted for a 10-for-1 split
Fifth Third Bancorp590$99.5K0.00%00.0%UnchangedConverted for a 10-for-1 split
Harbor Investment Advisory, LLC580$97.8K0.01%+430+286.7%AddedConverted for a 10-for-1 split
TD Waterhouse Canada Inc.590$95.9K0.00%−3,720−86.3%ReducedConverted for a 10-for-1 split
Principal Securities, Inc.523$88.2K0.00%+53+11.3%AddedConverted for a 10-for-1 split
FinTrust Capital Advisors, LLC519$87.5K0.01%+39+8.1%AddedConverted for a 10-for-1 split
CSS LLC513$86.5K0.01%+513New
Banque Cantonale Vaudoise511$86.0K0.00%−1,639−76.2%ReducedConverted for a 10-for-1 split
Oarsman Capital, Inc.500$84.3K0.02%+500New
Vestor Capital, LLC490$83.0K0.01%00.0%UnchangedConverted for a 10-for-1 split
Harvest Fund Management Co., Ltd456$77.0K0.00%−1,804−79.8%ReducedConverted for a 10-for-1 split
Valeo Financial Advisors, LLC440$74.2K0.00%+440New
TSFG, LLC430$72.0K0.02%+200+87.0%AddedConverted for a 10-for-1 split
Elequin Capital LP403$67.9K0.01%+403New
Quarry LP401$67.6K0.02%+391+3,910.0%AddedConverted for a 10-for-1 split
Webster Bank, N. A.400$67.4K0.01%00.0%UnchangedConverted for a 10-for-1 split
Avondale Wealth Management400$67.4K0.04%00.0%UnchangedConverted for a 10-for-1 split
Capital Advisors, Ltd. LLC400$67.0K0.01%−20−4.8%ReducedConverted for a 10-for-1 split
Baldwin Brothers Inc390$65.8K0.00%+10+2.6%AddedConverted for a 10-for-1 split
Smartleaf Asset Management LLC358$63.1K0.01%+138+62.7%AddedConverted for a 10-for-1 split
Lindbrook Capital, LLC374$63.1K0.01%−96−20.4%ReducedConverted for a 10-for-1 split
Creative Financial Designs Inc360$60.7K0.01%+150+71.4%AddedConverted for a 10-for-1 split
Allspring Global Investments Holdings, LLC359$60.5K0.00%−31−7.9%ReducedConverted for a 10-for-1 split
GAMMA Investing LLC359$60.5K0.01%+59+19.7%AddedConverted for a 10-for-1 split
REAP Financial Group, LLC310$52.3K0.01%00.0%UnchangedConverted for a 10-for-1 split
North Star Investment Management Corp.300$50.6K0.00%00.0%UnchangedConverted for a 10-for-1 split
PSI Advisors, LLC300$50.6K0.01%+300New
Clear Street Markets LLC296$50.0K0.03%+296New
Pin Oak Investment Advisors Inc290$48.0K0.04%00.0%UnchangedConverted for a 10-for-1 split
Thurston, Springer, Miller, Herd & Titak, Inc.270$45.5K0.01%00.0%UnchangedConverted for a 10-for-1 split
Ronald Blue Trust, Inc.31$42.7K0.00%−99−76.2%ReducedConverted for a 10-for-1 split
TFC Financial Management250$42.1K0.01%00.0%UnchangedConverted for a 10-for-1 split
Indiana Trust & Investment Management CO250$42.1K0.01%+250New
HighMark Wealth Management LLC240$40.5K0.02%00.0%UnchangedConverted for a 10-for-1 split
Salem Investment Counselors Inc240$40.5K0.00%+20+9.1%AddedConverted for a 10-for-1 split
Financial Sense Advisors, Inc.230$38.8K0.01%−70−23.3%ReducedConverted for a 10-for-1 split
Capital Wealth Planning, LLC229$38.6K0.00%+229New
Rise Advisors, LLC215$36.2K0.02%+25+13.2%AddedConverted for a 10-for-1 split
WR Wealth Planners, LLC212$35.7K0.01%−8−3.6%ReducedConverted for a 10-for-1 split
Semmax Financial Advisors Inc.100$35.7K0.01%−900−90.0%ReducedConverted for a 10-for-1 split
Glen Eagle Advisors, LLC210$35.4K0.01%00.0%UnchangedConverted for a 10-for-1 split
Rosenberg Matthew Hamilton210$35.4K0.01%00.0%UnchangedConverted for a 10-for-1 split
Private Trust Co NA204$34.4K0.00%−36−15.0%ReducedConverted for a 10-for-1 split
Glass Jacobson Investment Advisors llc200$33.7K0.01%00.0%UnchangedConverted for a 10-for-1 split
Fairman Group, LLC200$33.7K0.03%00.0%UnchangedConverted for a 10-for-1 split
Darwin Advisors, LLC190$32.0K0.01%+190New
St Germain D J Co Inc170$28.7K0.00%00.0%UnchangedConverted for a 10-for-1 split