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 |
|---|---|---|---|---|---|
| Ancora Advisors, LLC | 170 | $28.7K | 0.00% | 00.0% | UnchangedConverted for a 10-for-1 split |
| Tradewinds Capital Management, LLC | 170 | $28.7K | 0.01% | +60+54.5% | AddedConverted for a 10-for-1 split |
| Capital Performance Advisors LLP | 162 | $27.3K | 0.01% | +162 | New |
| Sunbelt Securities, Inc. | 160 | $27.0K | 0.00% | 00.0% | UnchangedConverted for a 10-for-1 split |
| Stonehage Fleming Financial Services Holdings Ltd | 160 | $27.0K | 0.00% | 00.0% | UnchangedConverted for a 10-for-1 split |
| Clearstead Advisors, LLC | 150 | $25.3K | 0.00% | 00.0% | UnchangedConverted for a 10-for-1 split |
| Umb Bank N A | 150 | $25.3K | 0.00% | 00.0% | UnchangedConverted for a 10-for-1 split |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 150 | $25.3K | 0.01% | 00.0% | UnchangedConverted for a 10-for-1 split |
| AlphaMark Advisors, LLC | 150 | $25.0K | 0.01% | +100+200.0% | AddedConverted for a 10-for-1 split |
| Harel Insurance Investments & Financial Services Ltd. | 134 | $23.0K | 0.00% | −6−4.3% | ReducedConverted for a 10-for-1 split |
| Covestor Ltd | 133 | $22.0K | 0.01% | +23+20.9% | AddedConverted for a 10-for-1 split |
| DT Investment Partners, LLC | 130 | $21.9K | 0.00% | 00.0% | UnchangedConverted for a 10-for-1 split |
| FSC Wealth Advisors, LLC | 130 | $21.9K | 0.02% | 00.0% | UnchangedConverted for a 10-for-1 split |
| CVA Family Office, LLC | 130 | $21.9K | 0.00% | +20+18.2% | AddedConverted for a 10-for-1 split |
| Coppell Advisory Solutions LLC | 120 | $21.1K | 0.00% | +120 | New |
| Meeder Asset Management Inc | 106 | $17.9K | 0.00% | +36+51.4% | AddedConverted for a 10-for-1 split |
| Versant Capital Management, Inc | 102 | $17.2K | 0.00% | +12+13.3% | AddedConverted for a 10-for-1 split |
| Mather Group, LLC. | 100 | $16.9K | 0.00% | −10−9.1% | ReducedConverted for a 10-for-1 split |
| HM Payson & Co | 100 | $16.9K | 0.00% | 00.0% | UnchangedConverted for a 10-for-1 split |
| CarsonAllaria Wealth Management, Ltd. | 100 | $16.9K | 0.01% | 00.0% | UnchangedConverted for a 10-for-1 split |
| Bryn Mawr Trust Co | 100 | $16.9K | 0.00% | +100 | New |
| Oliver Lagore Vanvalin Investment Group | 90 | $15.2K | 0.00% | 00.0% | UnchangedConverted for a 10-for-1 split |
| Fortitude Family Office, LLC | 90 | $15.2K | 0.01% | 00.0% | UnchangedConverted for a 10-for-1 split |
| Concord Wealth Partners | 84 | $14.1K | 0.00% | +4+5.0% | AddedConverted for a 10-for-1 split |
| Colonial Trust Advisors | 80 | $13.5K | 0.00% | 00.0% | UnchangedConverted for a 10-for-1 split |
| GeoWealth Management, LLC | 68 | $11.5K | 0.00% | +68 | New |
| SRS Capital Advisors, Inc. | 63 | $10.6K | 0.00% | +3+5.0% | AddedConverted for a 10-for-1 split |
| Painted Porch Advisors LLC | 60 | $10.1K | 0.01% | +60 | New |
| Migdal Insurance & Financial Holdings Ltd. | 58 | $10.0K | 0.00% | −382−86.8% | ReducedConverted for a 10-for-1 split |
| MV Capital Management, Inc. | 59 | $9.95K | 0.00% | +59 | New |
| Anchor Investment Management, LLC | 54 | $9.10K | 0.00% | +54 | New |
| Huntington National Bank | 52 | $8.77K | 0.00% | −8−13.3% | ReducedConverted for a 10-for-1 split |
| NVWM, LLC | 52 | $8.77K | 0.00% | +52 | New |
| Carmichael Hill & Associates, Inc. | 50 | $8.43K | 0.00% | 00.0% | UnchangedConverted for a 10-for-1 split |
| AllSquare Wealth Management LLC | 50 | $8.43K | 0.00% | 00.0% | UnchangedConverted for a 10-for-1 split |
| Bank of New Hampshire | 50 | $8.43K | 0.00% | 00.0% | UnchangedConverted for a 10-for-1 split |
| Armstrong Advisory Group, Inc | 48 | $8.09K | 0.00% | −52−52.0% | ReducedConverted for a 10-for-1 split |
| Hemington Wealth Management | 32 | $7.00K | 0.00% | +32 | New |
| Addison Advisors LLC | 40 | $6.74K | 0.00% | 00.0% | UnchangedConverted for a 10-for-1 split |
| Arlington Trust Co LLC | 40 | $6.74K | 0.00% | 00.0% | UnchangedConverted for a 10-for-1 split |
| Plante Moran Financial Advisors, LLC | 40 | $6.74K | 0.00% | +20+100.0% | AddedConverted for a 10-for-1 split |
| Trust Co | 40 | $6.74K | 0.00% | +40 | New |
| Private Wealth Management Group, LLC | 34 | $5.73K | 0.00% | −6−15.0% | ReducedConverted for a 10-for-1 split |
| Cape Investment Advisory, Inc. | 30 | $5.06K | 0.00% | −20−40.0% | ReducedConverted for a 10-for-1 split |
| Raffa Wealth Management, LLC | 30 | $5.06K | 0.00% | 00.0% | UnchangedConverted for a 10-for-1 split |
| Highline Wealth Partners LLC | 30 | $5.06K | 0.00% | +30 | New |
| Asset Dedication, LLC | 26 | $4.38K | 0.00% | +26 | New |
| Bell Investment Advisors, Inc | 21 | $3.54K | 0.00% | +1+5.0% | AddedConverted for a 10-for-1 split |
| Creekmur Asset Management LLC | 20 | $3.37K | 0.00% | 00.0% | UnchangedConverted for a 10-for-1 split |
| Quent Capital, LLC | 20 | $3.37K | 0.00% | +20 | New |
| Parkside Financial Bank & Trust | 18 | $3.04K | 0.00% | +18 | New |
| Foster Dykema Cabot & Partners, LLC | 18 | $3.04K | 0.00% | +18 | New |
| Avion Wealth | 23 | $3.00K | 0.00% | +3+15.0% | AddedConverted for a 10-for-1 split |
| Trust Co of Vermont | 15 | $2.53K | 0.00% | +15 | New |
| Roble, Belko & Company, Inc | 10 | $2.00K | 0.00% | 00.0% | UnchangedConverted for a 10-for-1 split |
| Assetmark, Inc | 10 | $1.69K | 0.00% | 00.0% | UnchangedConverted for a 10-for-1 split |
| Safe Harbor Fiduciary, LLC | 10 | $1.69K | 0.00% | +10 | New |
| Quadrant Capital Group LLC | 9 | $1.52K | 0.00% | −11−55.0% | ReducedConverted for a 10-for-1 split |
| Cornerstone Planning Group LLC | 4 | $1.03K | 0.00% | +4 | New |
| Proequities, Inc. | 4 | $674 | 0.00% | +4 | New |
| Valued Wealth Advisors LLC | 2 | $338 | 0.00% | +2 | New |
| Hexagon Capital Partners LLC | 2 | $337 | 0.00% | +2 | New |
| 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 |