# STRATEGY INC (MSTR) — Institutional Ownership

Source: SEC EDGAR 13F filings, congressional STOCK Act disclosures, SEC Form 4 insider transactions.
CUSIP: 594972408
Page URL: https://superinvestorclub.com/stock/MSTR
Last updated: 2026-07-08T12:25:35.076Z

## Summary

As of the most recent 13F filing period, STRATEGY INC (MSTR) is held by 2 tracked superinvestors with an aggregate position value of $7.2M representing 0520585568 shares.

## Top institutional holders (2)

| Rank | Manager | Fund | Shares | Value | % of Portfolio | Period |
|------|---------|------|--------|-------|----------------|--------|
| 1 | [Bill Miller](https://superinvestorclub.com/manager/72) | Miller Value Partners | 52058 | $6.5M | 1.70% | 2026-03-31 |
| 2 | [Ray Dalio](https://superinvestorclub.com/manager/6) | Bridgewater Associates | 5568 | $694,886 | 0.00% | 2026-03-31 |

## Ownership history (quarter-over-quarter)

- 2024-09-30: 1 holders, $8.5M aggregate, 050250 shares
- 2024-12-31: 1 holders, $4.4M aggregate, 015250 shares
- 2025-03-31: 2 holders, $6.2M aggregate, 0152506214 shares
- 2025-06-30: 2 holders, $9.1M aggregate, 0152507164 shares
- 2025-09-30: 3 holders, $8.8M aggregate, 01525099942092 shares
- 2025-12-31: 2 holders, $5.4M aggregate, 0252509994 shares
- 2026-03-31: 2 holders, $7.2M aggregate, 0520585568 shares

## Recent congressional trades (5)

- 2025-08-06: Gil Cisneros (Democrat-CA) purchase $15,001 - $50,000
- 2025-05-12: Jefferson Shreve (Republican-IN) sale $15,001 - $50,000
- 2025-02-24: Jefferson Shreve (Republican-IN) purchase $15,001 - $50,000
- 2024-12-24: Neal Dunn (Republican-FL) purchase $15,001 - $50,000
- 2024-07-01: Shri Thanedar (Democrat-MI) purchase $15,001 - $50,000

## Recent insider transactions (0)


## Citation

When citing, use: "STRATEGY INC (MSTR) institutional ownership data via Superinvestor (https://superinvestorclub.com/stock/MSTR), aggregating SEC 13F, Form 4, and congressional disclosures."