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, Q4 2024
Institutional positions in Strategy Inc as of Dec 31, 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
- 993
- +341 vs. Q3 2024
- Shares held
- 107.3M
- +12.5M (+13.2%) vs. Q3 2024
- Total value
- $31.1B
- +$15.1B (+94.6%) vs. Q3 2024
- New holders
- 402
- 366 more added
- Sold out
- 61
- 190 more reduced
10 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Strategy Inc; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 16,303,720 | $4.72B | 0.08% | −1,149,033−6.6% | Reduced |
| Capital International Investors | 12,643,706 | $3.66B | 0.69% | −4,884,439−27.9% | Reduced |
| BlackRock, Inc. | 11,261,801 | $3.26B | 0.07% | +1,784,217+18.8% | Added |
| Morgan Stanley | 5,258,141 | $1.52B | 0.11% | −4,336,867−45.2% | Reduced |
| UBS Group AG | 4,469,228 | $1.29B | 0.29% | +4,036,608+933.1% | Added |
| Clear Street Derivatives LLC | 4,070,137 | $1.18B | 15.75% | +2,763,003+211.4% | Added |
| State Street Corp | 3,856,651 | $1.12B | 0.04% | +534,020+16.1% | Added |
| Cantor Fitzgerald, L. P. | 3,580,131 | $1.04B | 39.63% | +3,580,131 | New |
| Geode Capital Management, LLC | 3,047,625 | $881.5M | 0.07% | +281,342+10.2% | Added |
| Bank of Montreal | 2,729,607 | $790.5M | 0.40% | +2,674,096+4,817.2% | Added |
| National Bank of Canada | 1,815,993 | $525.9M | 0.68% | +1,795,346+8,695.4% | Added |
| Norges Bank | 1,809,201 | $524.0M | 0.07% | +314,271+21.0% | Added |
| Jane Street Group, LLC | 1,556,156 | $450.7M | 0.72% | +500,965+47.5% | Added |
| Northern Trust Corp | 1,076,185 | $311.7M | 0.04% | +210,997+24.4% | Added |
| Susquehanna International Group, LLP | 1,054,513 | $305.4M | 0.46% | −1,700,146−61.7% | Reduced |
| JPMorgan Chase & Co | 1,011,018 | $292.8M | 0.02% | +350,325+53.0% | Added |
| Invesco Ltd. | 979,272 | $283.6M | 0.05% | +621,094+173.4% | Added |
| Marex Group plc | 960,585 | $278.2M | 4.74% | −583,242−37.8% | Reduced |
| UBS Asset Management Americas Inc | 802,464 | $232.4M | 0.05% | +162,757+25.4% | Added |
| Charles Schwab Investment Management Inc | 761,776 | $220.6M | 0.04% | +97,515+14.7% | Added |
| Goldman Sachs Group Inc | 744,471 | $215.6M | 0.04% | −88,535−10.6% | Reduced |
| Legal & General Group Plc | 729,905 | $211.4M | 0.06% | +51,806+7.6% | Added |
| Bank of New York Mellon Corp | 690,336 | $199.9M | 0.04% | +105,875+18.1% | Added |
| BNP Paribas Arbitrage, SA | 664,374 | $192.4M | 0.15% | +395,153+146.8% | Added |
| Amundi | 570,217 | $189.1M | 0.07% | +413,028+262.8% | Added |
| Capital World Investors | 648,348 | $187.8M | 0.03% | −69,023−9.6% | Reduced |
| Hudson Bay Capital Management LP | 611,494 | $177.1M | 1.07% | +539,274+746.7% | Added |
| FMR LLC | 577,325 | $167.2M | 0.01% | +124,058+27.4% | Added |
| LPL Financial LLC | 521,414 | $151.0M | 0.06% | −6,718−1.3% | Reduced |
| Swiss National Bank | 517,000 | $149.7M | 0.10% | +48,800+10.4% | Added |
| Bank of America Corp | 468,422 | $135.7M | 0.01% | −326,033−41.0% | Reduced |
| PEAK6 LLC | 445,504 | $129.0M | 5.06% | +445,504 | New |
| Citigroup Inc | 442,295 | $128.1M | 0.12% | +81,019+22.4% | Added |
| Marathon Trading Investment Management LLC | 421,267 | $122.0M | 20.30% | +347,197+468.7% | Added |
| Deutsche Bank AG | 420,452 | $121.8M | 0.05% | +131,077+45.3% | Added |
| First Trust Advisors LP | 417,574 | $120.9M | 0.11% | +303,517+266.1% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 415,098 | $120.2M | 0.08% | +71,934+21.0% | Added |
| SG Americas Securities, LLC | 411,406 | $119.2M | 0.52% | +135,403+49.1% | Added |
| Nuveen Asset Management, LLC | 399,119 | $115.6M | 0.03% | −361−0.1% | Reduced |
| Price T Rowe Associates Inc | 372,259 | $107.8M | 0.01% | +147,290+65.5% | Added |
| Barclays PLC | 346,676 | $100.4M | 0.05% | +154,738+80.6% | Added |
| IMC-Chicago, LLC | 344,834 | $99.9M | 2.72% | −307,769−47.2% | Reduced |
| Toroso Investments, LLC | 330,963 | $95.9M | 0.79% | −112,763−25.4% | Reduced |
| Cable Car Capital LLC | 317,500 | $92.0M | 7.01% | +317,500 | New |
| California State Teachers Retirement System | 285,785 | $82.8M | 0.10% | +32,191+12.7% | Added |
| Simplex Trading, LLC | 285,022 | $82.5M | 2.33% | +285,022 | New |
| Belvedere Trading LLC | 283,265 | $82.0M | 6.24% | +272,973+2,652.3% | Added |
| Capula Management Ltd | 275,000 | $79.6M | 0.54% | +275,000 | New |
| Wells Fargo & Company | 270,289 | $78.3M | 0.02% | +5,709+2.2% | Added |
| California Public Employees Retirement System | 264,713 | $76.7M | 0.05% | −10,166−3.7% | Reduced |
| Mirae Asset Securities (USA) Inc. | 252,155 | $73.0M | 3.41% | +252,155 | New |
| Citadel Advisors LLC | 250,733 | $72.6M | 0.07% | +26,502+11.8% | Added |
| Shaolin Capital Management LLC | 250,498 | $72.5M | 2.23% | +2,998+1.2% | Added |
| Natixis | 242,649 | $70.3M | 0.48% | −79,959−24.8% | Reduced |
| Commonwealth Equity Services, LLC | 227,245 | $65.8M | 0.10% | +1,714+0.8% | Added |
| Stifel Financial Corp | 226,310 | $65.5M | 0.07% | +32,470+16.8% | Added |
| National Pension Service | 217,100 | $62.9M | 0.06% | −27,900−11.4% | Reduced |
| ProShare Advisors LLC | 208,483 | $60.4M | 0.14% | +206,919+13,230.1% | Added |
| Rhumbline Advisers | 198,047 | $57.4M | 0.05% | +11,628+6.2% | Added |
| HSBC Holdings PLC | 175,369 | $51.1M | 0.03% | −296,226−62.8% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 145,989 | $49.6M | 0.05% | +42,769+41.4% | Added |
| Ursa Fund Management, LLC | 169,100 | $49.0M | 8.80% | +169,100 | New |
| Correct Capital Wealth Management | 167,673 | $48.6M | 9.67% | +167,673 | New |
| Horizon Kinetics Asset Management LLC | 165,315 | $47.9M | 0.60% | −27,590−14.3% | Reduced |
| State Board of Administration of Florida Retirement System | 160,470 | $46.5M | 0.09% | +4,590+2.9% | Added |
| Strong Tower Advisory Services | 160,211 | $46.4M | 12.11% | −457−0.3% | Reduced |
| Nomura Holdings Inc | 158,920 | $46.0M | 0.24% | +65,073+69.3% | Added |
| Victory Capital Management Inc | 142,183 | $41.2M | 0.04% | +84,353+145.9% | Added |
| Advisor Group Holdings, Inc. | 141,730 | $39.8M | 0.09% | −192−0.1% | Reduced |
| Voloridge Investment Management, LLC | 134,494 | $39.0M | 0.14% | +126,927+1,677.4% | Added |
| Walleye Trading LLC | 128,834 | $37.3M | 0.73% | +97,868+316.0% | Added |
| Aspiring Ventures, LLC | 88,488 | $35.1M | 22.16% | +88,488 | New |
| Elequin Capital LP | 120,954 | $35.0M | 4.06% | +120,551+29,913.4% | Added |
| Van Eck Associates Corp | 119,130 | $34.5M | 0.04% | −35,418−22.9% | Reduced |
| Graham Capital Management, L.P. | 117,912 | $34.1M | 1.05% | +117,912 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 116,866 | $33.9M | 0.07% | +114,400+4,639.1% | Added |
| Royal Bank of Canada | 115,459 | $33.4M | 0.01% | +12,426+12.1% | Added |
| Wolverine Asset Management LLC | 114,562 | $33.2M | 0.59% | +42,748+59.5% | Added |
| Weiss Asset Management LP | 111,708 | $32.4M | 0.74% | +111,708 | New |
| Cambridge Investment Research Advisors, Inc. | 110,686 | $32.1M | 0.11% | +1,125+1.0% | Added |
| Voya Investment Management LLC | 108,867 | $31.5M | 0.03% | +70,926+186.9% | Added |
| Capital Research Global Investors | 108,853 | $31.5M | 0.01% | −36,617−25.2% | Reduced |
| Squarepoint Ops LLC | 107,494 | $31.1M | 0.08% | +107,494 | New |
| Quantitative Investment Management, LLC | 105,175 | $30.5M | 2.28% | −94,391−47.3% | Reduced |
| Storebrand Asset Management AS | 104,952 | $30.4M | 0.09% | +19,688+23.1% | Added |
| Creative Planning | 104,442 | $30.2M | 0.03% | +14,658+16.3% | Added |
| Foundations Investment Advisors, LLC | 103,098 | $29.9M | 0.58% | −17,872−14.8% | Reduced |
| State of Wisconsin Investment Board | 100,957 | $29.2M | 0.08% | +11,899+13.4% | Added |
| Capital Fund Management S.A. | 100,915 | $29.2M | 0.29% | −54,941−35.3% | Reduced |
| Cetera Investment Advisers | 100,480 | $29.1M | 0.06% | −18,585−15.6% | Reduced |
| Ensign Peak Advisors, Inc | 98,403 | $28.5M | 0.05% | +35,143+55.6% | Added |
| Shariaportfolio, Inc. | 95,315 | $27.6M | 13.08% | −21,558−18.4% | Reduced |
| Aviva PLC | 94,953 | $27.5M | 0.07% | +32,171+51.2% | Added |
| Raymond James Financial Inc | 92,780 | $26.9M | 0.01% | +92,780 | New |
| Wolverine Trading, LLC | 84,460 | $25.6M | 0.58% | +57,898+218.0% | Added |
| EULAV Asset Management | 86,500 | $25.1M | 0.60% | −51,500−37.3% | Reduced |
| Danske Bank A/S | 86,282 | $25.0M | 0.07% | +20,777+31.7% | Added |
| Korea Investment CORP | 84,416 | $24.4M | 0.06% | +49,936+144.8% | Added |
| Kapstone Financial Advisors LLC | 70,452 | $24.0M | 12.83% | +161+0.2% | Added |
| Group One Trading, L.P. | 82,866 | $24.0M | 0.82% | +82,866 | New |