Skip to main content
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

Q4 2024 vs. Q3 2024

How the institutions holding Strategy Inc changed between Q3 2024 and Q4 2024.

All holders in Q4 2024All holders in Q3 2024

13F holders of MSTR: Q3 2024 compared with Q4 2024
MeasureQ3 2024Of which not filed for Q4 2024Q4 2024Change
Holders66210993+341
Shares95.0M185.2K107.3M+12.5M (+13.2%)
Value$16.0B$31.2M$31.1B+$15.1B (+94.6%)

10 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (402)

Institutions that held Strategy Inc at the end of Q4 2024 but not at the end of Q3 2024.

Showing the largest 100 of 402 by value.

Institutions new to MSTR in Q4 2024
InstitutionSharesValue% of portfolio
Cantor Fitzgerald, L. P.3,580,131$1.04B39.63%
PEAK6 LLC445,504$129.0M5.06%
Cable Car Capital LLC317,500$92.0M7.01%
Simplex Trading, LLC285,022$82.5M2.33%
Capula Management Ltd275,000$79.6M0.54%
Mirae Asset Securities (USA) Inc.252,155$73.0M3.41%
Ursa Fund Management, LLC169,100$49.0M8.80%
Correct Capital Wealth Management167,673$48.6M9.67%
Aspiring Ventures, LLC88,488$35.1M22.16%
Graham Capital Management, L.P.117,912$34.1M1.05%
Weiss Asset Management LP111,708$32.4M0.74%
Squarepoint Ops LLC107,494$31.1M0.08%
Raymond James Financial Inc92,780$26.9M0.01%
Group One Trading, L.P.82,866$24.0M0.82%
Flow Traders U.S. LLC66,243$19.2M0.76%
Twin Tree Management, LP65,926$19.1M0.46%
Teilinger Capital Ltd.65,000$18.8M14.34%
KLP Kapitalforvaltning AS61,100$17.7M0.08%
Lansforsakringar Fondforvaltning AB (publ)59,388$17.2M0.10%
Robeco Institutional Asset Management B.V.58,629$17.0M0.03%
Universal- Beteiligungs- und Servicegesellschaft mbH57,910$16.8M0.03%
Teacher Retirement System of Texas54,453$15.8M0.06%
Clear Street LLC45,600$13.2M0.26%
Galaxy Digital Capital Management GP LLC45,434$13.2M9.62%
Consolidated Portfolio Review Corp43,718$12.7M2.00%
Mirae Asset Global Investments Co., Ltd.36,162$11.8M0.05%
SBI Securities Co., Ltd.38,051$11.0M0.34%
Generali Asset Management SPA SGR37,866$11.0M0.28%
Quadrature Capital Ltd37,355$10.8M0.22%
Rafferty Asset Management, LLC36,833$10.7M0.04%
Varma Mutual Pension Insurance Co30,200$8.75M0.07%
GF Fund Management Co. Ltd.30,033$8.70M0.19%
Strive Asset Management, LLC29,157$8.44M6.33%
AXA S.A.26,736$7.74M0.02%
Optiver Holding B.V.23,980$6.95M0.22%
Police & Firemen's Retirement System of New Jersey23,942$6.93M0.07%
Collar Capital Management, LLC22,684$6.57M5.47%
Finer Wealth Management, Inc.22,465$6.51M3.73%
Shelton Capital Management22,458$6.50M0.16%
iA Global Asset Management Inc.19,725$5.71M0.10%
Vista Investment Partners II, LLC16,962$4.91M2.90%
Sloy Dahl & Holst, LLC16,413$4.75M0.60%
SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co15,202$4.40M4.33%
CAPROCK Group, Inc.15,128$4.38M0.14%
AMF Pensionsforsakring AB13,790$3.99M0.03%
Profund Advisors LLC13,729$3.98M0.15%
D. E. Shaw & Co., Inc.13,500$3.91M0.00%
Golden State Wealth Management, LLC13,441$3.89M0.58%
Louisiana State Employees Retirement System13,400$3.88M0.07%
Jefferies Financial Group Inc.13,319$3.86M0.04%
Thompson David Blair12,874$3.73M2.72%
NEOS Investment Management LLC12,224$3.54M0.08%
Twinbeech Capital LP11,637$3.37M0.06%
Erste Asset Management GmbH9,000$2.97M0.04%
Senator Investment Group LP9,300$2.69M0.08%
Fred Alger Management, LLC9,288$2.69M0.01%
Hel Ved Capital Management Ltd8,615$2.50M0.76%
StoneX Group Inc.8,551$2.48M0.14%
Argent Advisors, Inc.8,500$2.46M0.91%
Legacy Investment Solutions, LLC7,464$2.44M1.61%
Legacy Wealth Managment, LLC7,464$2.44M1.61%
Ewing Morris & Co. Investment Partners Ltd.8,082$2.34M0.81%
Verition Fund Management LLC7,897$2.29M0.01%
Blue Sky Capital Consultants Group, Inc.7,683$2.23M1.34%
Magnetar Financial LLC7,557$2.19M0.05%
GWN Securities Inc.6,080$2.15M0.57%
Pinnacle Wealth Management, LLC7,140$2.07M2.30%
Partners Wealth Management, LLC6,940$2.01M2.29%
BNP PARIBAS ASSET MANAGEMENT Holding S.A.6,805$1.97M0.00%
Five Oceans Advisors6,445$1.87M0.86%
Newbridge Financial Services Group, Inc.6,338$1.84M0.47%
Pensionmark Financial Group, LLC6,098$1.77M0.05%
Banque Transatlantique SA183,869$1.74M0.04%
Ameritas Investment Partners, Inc.5,822$1.69M0.05%
APG Asset Management US Inc.5,761$1.67M0.01%
Sovran Advisors, LLC4,768$1.63M0.23%
Covenant Asset Management, LLC5,550$1.61M0.36%
Allstate Corp5,400$1.56M0.05%
Tokio Marine Asset Management Co Ltd5,310$1.54M0.05%
Matauro, LLC5,202$1.51M0.33%
Boston Private Wealth LLC5,094$1.48M0.03%
Diversify Wealth Management, LLC4,387$1.44M0.11%
BlueCrest Capital Management Ltd4,942$1.43M0.08%
Everence Capital Management Inc4,880$1.41M0.09%
Capital International Ltd4,840$1.40M0.06%
Integrated Wealth Concepts LLC4,811$1.39M0.02%
ING Groep NV4,557$1.32M0.01%
Keybank National Association4,390$1.27M0.00%
Bayesian Capital Management, LP4,297$1.24M0.15%
CTC Alternative Strategies, Ltd.3,884$1.12M1.46%
Bonfire Financial3,877$1.12M1.02%
AlTi Global, Inc.2,800$1.11M0.03%
Prelude Capital Management, LLC3,750$1.09M0.09%
Pinnacle Family Advisors, LLC3,620$1.05M0.51%
Beacon Capital Management, LLC3,520$1.02M0.13%
Johnson Investment Counsel Inc3,220$932.6K0.01%
Abound Financial, LLC3,218$932.0K0.47%
Wiley Bros.-Aintree Capital, LLC2,505$930.2K0.01%
Impact Partnership Wealth, LLC3,167$917.2K0.19%
Citrine Capital LLC3,140$909.4K0.67%

Sold out (61)

Institutions that held Strategy Inc at the end of Q3 2024 and filed for Q4 2024 without it.

Institutions that sold out of MSTR in Q4 2024
InstitutionShares, Q3 2024Value, Q3 2024
Virtu Financial LLC224,245$37.8M
Yong Rong (HK) Asset Management Ltd210,900$35.6M
CloudAlpha Capital Management Limited/Hong Kong181,103$30.5M
Stevens Capital Management LP130,793$22.1M
Two Sigma Investments, LP118,504$20.0M
Y-Intercept (Hong Kong) Ltd74,380$12.5M
Aquatic Capital Management LLC31,600$5.33M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund30,680$5.17M
One Capital Management, LLC29,157$4.92M
Monashee Investment Management LLC26,500$4.47M
Agf Management Ltd23,918$4.03M
Itau Unibanco Holding S.A.22,000$3.71M
Susquehanna Portfolio Strategies, LLC21,540$3.63M
Headlands Technologies LLC17,877$3.01M
FNY Investment Advisers, LLC16,592$2.80M
Howe & Rusling Inc15,348$2.59M
BIT Capital GmbH15,340$2.59M
Revere Asset Management, Inc10,782$1.82M
Parallax Volatility Advisers, L.P.10,076$1.70M
International Assets Investment Management, LLC238,569$1.42M
Manhattan West Asset Management, LLC8,129$1.37M
Annex Advisory Services, LLC7,081$1.19M
Baader Bank INC9,883$1.19M
STRS Ohio6,860$1.16M
HBK Investments L P6,580$1.11M
Marshall Wace, LLP5,503$927.8K
Seven Eight Capital, LP5,226$881.1K
Investment Management Corp of Ontario5,200$876.7K
Aveo Capital Partners, LLC4,742$799.5K
Boothbay Fund Management, LLC4,206$709.1K
Paloma Partners Management Co4,100$691.3K
Sunburst Financial Group, LLC3,660$617.1K
Procyon Private Wealth Partners, LLC3,530$595.2K
Berkshire Bank3,300$556.4K
MYDA Advisors LLC3,000$505.8K
Bay Rivers Group2,830$477.1K
Encompass More Asset Management2,582$435.3K
Oak Thistle LLC2,469$416.3K
Centric Wealth Management1,370$353.2K
Advisory Research Inc1,998$336.9K
Qsemble Capital Management, LP1,931$325.6K
Calton & Associates, Inc.1,660$279.9K
Innova Wealth Partners1,660$279.9K
Doliver Advisors, LP1,598$269.4K
Horizon Bancorp Inc1,550$261.0K
Vinva Investment Management Ltd1,536$246.2K
Courier Capital LLC1,450$244.5K
Jackson Creek Investment Advisors LLC1,250$211.0K
Pinnacle Wealth Planning Services, Inc.1,244$209.7K
CFO4Life Group, LLC1,230$207.4K
ASB Consultores, LLC1,220$205.7K
AlphaQ Advisors LLC1,211$204.2K
NBC Securities, Inc.820$138.0K
CSS LLC513$86.5K
Baldwin Brothers Inc390$65.8K
Allspring Global Investments Holdings, LLC359$60.5K
Financial Sense Advisors, Inc.230$38.8K
Fairman Group, LLC200$33.7K
Oliver Lagore Vanvalin Investment Group90$15.2K
Anchor Investment Management, LLC54$9.10K
Foster Dykema Cabot & Partners, LLC18$3.04K

Not filed for Q4 2024 yet (10)

Institutions that held Strategy Inc at the end of Q3 2024 and haven't filed a 13F for Q4 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding MSTR in Q3 2024 that haven't filed for Q4 2024
InstitutionShares, Q3 2024Value, Q3 2024
PEAK6 Investments LLC77,163$13.0M
Raymond James & Associates66,848$11.3M
Raymond James Financial Services Advisors, Inc.25,365$4.28M
Bluefin Capital Management, LLC6,710$1.13M
B. Metzler seel. Sohn & Co. Holding AG3,610$608.6K
VitalStone Financial, LLC3,170$534.5K
Crosspoint Financial, LLC1,250$210.8K
FinTrust Capital Advisors, LLC519$87.5K
Banque Cantonale Vaudoise511$86.0K
Carmichael Hill & Associates, Inc.50$8.43K