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 |
|---|---|---|---|---|---|
| Westfield Capital Management Co LP | 0 | $0 | 0.00% | −2,660−100.0% | Sold outConverted for a 10-for-1 split |
| CWM Advisors, LLC | 0 | $0 | 0.00% | −2,500−100.0% | Sold outConverted for a 10-for-1 split |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −2,410−100.0% | Sold outConverted for a 10-for-1 split |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −2,110−100.0% | Sold outConverted for a 10-for-1 split |
| Resources Investment Advisors, LLC. | 0 | $0 | 0.00% | −2,020−100.0% | Sold outConverted for a 10-for-1 split |
| Palisade Capital Management LLC | 0 | $0 | 0.00% | −2,000−100.0% | Sold outConverted for a 10-for-1 split |
| Wealthquest Corp | 0 | $0 | 0.00% | −2,000−100.0% | Sold outConverted for a 10-for-1 split |
| Moneta Group Investment Advisors LLC | 0 | $0 | 0.00% | −17,300−100.0% | Sold outConverted for a 10-for-1 split |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −1,720−100.0% | Sold outConverted for a 10-for-1 split |
| Fullerton Fund Management Co Ltd. | 0 | $0 | 0.00% | −1,710−100.0% | Sold outConverted for a 10-for-1 split |
| Whitener Capital Management, Inc. | 0 | $0 | 0.00% | −1,500−100.0% | Sold outConverted for a 10-for-1 split |
| WT Wealth Management | 0 | $0 | 0.00% | −1,500−100.0% | Sold outConverted for a 10-for-1 split |
| Mirae Asset Global Investments Co., Ltd. | 0 | $0 | 0.00% | −600−100.0% | Sold outConverted for a 10-for-1 split |
| Central Bank & Trust Co | 0 | $0 | 0.00% | −300−100.0% | Sold outConverted for a 10-for-1 split |
| Riverview Trust Co | 0 | $0 | 0.00% | −110−100.0% | Sold outConverted for a 10-for-1 split |
| Ashton Thomas Private Wealth, LLC | 0 | $0 | 0.00% | −110−100.0% | Sold outConverted for a 10-for-1 split |
| Tucker Asset Management LLC | 0 | $0 | 0.00% | −100−100.0% | Sold outConverted for a 10-for-1 split |
| Dogwood Wealth Management LLC | 0 | $0 | 0.00% | −100−100.0% | Sold outConverted for a 10-for-1 split |
| Innealta Capital, LLC | 0 | $0 | 0.00% | −50−100.0% | Sold outConverted for a 10-for-1 split |
| Castleview Partners, LLC | 0 | $0 | 0.00% | −40−100.0% | Sold outConverted for a 10-for-1 split |
| Zions Bancorporation, N.A. | 0 | $0 | 0.00% | −30−100.0% | Sold outConverted for a 10-for-1 split |
| Sachetta, LLC | 0 | $0 | 0.00% | −20−100.0% | Sold outConverted for a 10-for-1 split |
| Gradient Investments LLC | 0 | $0 | 0.00% | −20−100.0% | Sold outConverted for a 10-for-1 split |
| Triad Wealth Partners, LLC | 0 | $0 | 0.00% | −20−100.0% | Sold outConverted for a 10-for-1 split |
| Valley National Advisers Inc | 0 | $0 | 0.00% | −20−100.0% | Sold outConverted for a 10-for-1 split |
| Fred Alger Management, LLC | 0 | $0 | 0.00% | −10−100.0% | Sold outConverted for a 10-for-1 split |
| BlackRock Inc. | – | – | – | – | Not filed |
| Buckingham Strategic Wealth, LLC | – | – | – | – | Not filed |
| Benjamin F. Edwards & Company, Inc. | – | – | – | – | Not filed |