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 |
|---|---|---|---|---|---|
| Aviva PLC | 94,953 | $27.5M | 0.07% | +32,171+51.2% | Added |
| Shariaportfolio, Inc. | 95,315 | $27.6M | 13.08% | −21,558−18.4% | Reduced |
| Ensign Peak Advisors, Inc | 98,403 | $28.5M | 0.05% | +35,143+55.6% | Added |
| Cetera Investment Advisers | 100,480 | $29.1M | 0.06% | −18,585−15.6% | Reduced |
| Capital Fund Management S.A. | 100,915 | $29.2M | 0.29% | −54,941−35.3% | Reduced |
| State of Wisconsin Investment Board | 100,957 | $29.2M | 0.08% | +11,899+13.4% | Added |
| Foundations Investment Advisors, LLC | 103,098 | $29.9M | 0.58% | −17,872−14.8% | Reduced |
| Creative Planning | 104,442 | $30.2M | 0.03% | +14,658+16.3% | Added |
| Storebrand Asset Management AS | 104,952 | $30.4M | 0.09% | +19,688+23.1% | Added |
| Quantitative Investment Management, LLC | 105,175 | $30.5M | 2.28% | −94,391−47.3% | Reduced |
| Squarepoint Ops LLC | 107,494 | $31.1M | 0.08% | +107,494 | New |
| Capital Research Global Investors | 108,853 | $31.5M | 0.01% | −36,617−25.2% | Reduced |
| Voya Investment Management LLC | 108,867 | $31.5M | 0.03% | +70,926+186.9% | Added |
| Cambridge Investment Research Advisors, Inc. | 110,686 | $32.1M | 0.11% | +1,125+1.0% | Added |
| Weiss Asset Management LP | 111,708 | $32.4M | 0.74% | +111,708 | New |
| Wolverine Asset Management LLC | 114,562 | $33.2M | 0.59% | +42,748+59.5% | Added |
| Royal Bank of Canada | 115,459 | $33.4M | 0.01% | +12,426+12.1% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 116,866 | $33.9M | 0.07% | +114,400+4,639.1% | Added |
| Graham Capital Management, L.P. | 117,912 | $34.1M | 1.05% | +117,912 | New |
| Van Eck Associates Corp | 119,130 | $34.5M | 0.04% | −35,418−22.9% | Reduced |
| Elequin Capital LP | 120,954 | $35.0M | 4.06% | +120,551+29,913.4% | Added |
| Aspiring Ventures, LLC | 88,488 | $35.1M | 22.16% | +88,488 | New |
| Walleye Trading LLC | 128,834 | $37.3M | 0.73% | +97,868+316.0% | Added |
| Voloridge Investment Management, LLC | 134,494 | $39.0M | 0.14% | +126,927+1,677.4% | Added |
| Advisor Group Holdings, Inc. | 141,730 | $39.8M | 0.09% | −192−0.1% | Reduced |
| Victory Capital Management Inc | 142,183 | $41.2M | 0.04% | +84,353+145.9% | Added |
| Nomura Holdings Inc | 158,920 | $46.0M | 0.24% | +65,073+69.3% | Added |
| Strong Tower Advisory Services | 160,211 | $46.4M | 12.11% | −457−0.3% | Reduced |
| State Board of Administration of Florida Retirement System | 160,470 | $46.5M | 0.09% | +4,590+2.9% | Added |
| Horizon Kinetics Asset Management LLC | 165,315 | $47.9M | 0.60% | −27,590−14.3% | Reduced |
| Correct Capital Wealth Management | 167,673 | $48.6M | 9.67% | +167,673 | New |
| Ursa Fund Management, LLC | 169,100 | $49.0M | 8.80% | +169,100 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 145,989 | $49.6M | 0.05% | +42,769+41.4% | Added |
| HSBC Holdings PLC | 175,369 | $51.1M | 0.03% | −296,226−62.8% | Reduced |
| Rhumbline Advisers | 198,047 | $57.4M | 0.05% | +11,628+6.2% | Added |
| ProShare Advisors LLC | 208,483 | $60.4M | 0.14% | +206,919+13,230.1% | Added |
| National Pension Service | 217,100 | $62.9M | 0.06% | −27,900−11.4% | Reduced |
| Stifel Financial Corp | 226,310 | $65.5M | 0.07% | +32,470+16.8% | Added |
| Commonwealth Equity Services, LLC | 227,245 | $65.8M | 0.10% | +1,714+0.8% | Added |
| Natixis | 242,649 | $70.3M | 0.48% | −79,959−24.8% | Reduced |
| Shaolin Capital Management LLC | 250,498 | $72.5M | 2.23% | +2,998+1.2% | Added |
| Citadel Advisors LLC | 250,733 | $72.6M | 0.07% | +26,502+11.8% | Added |
| Mirae Asset Securities (USA) Inc. | 252,155 | $73.0M | 3.41% | +252,155 | New |
| California Public Employees Retirement System | 264,713 | $76.7M | 0.05% | −10,166−3.7% | Reduced |
| Wells Fargo & Company | 270,289 | $78.3M | 0.02% | +5,709+2.2% | Added |
| Capula Management Ltd | 275,000 | $79.6M | 0.54% | +275,000 | New |
| Belvedere Trading LLC | 283,265 | $82.0M | 6.24% | +272,973+2,652.3% | Added |
| Simplex Trading, LLC | 285,022 | $82.5M | 2.33% | +285,022 | New |
| California State Teachers Retirement System | 285,785 | $82.8M | 0.10% | +32,191+12.7% | Added |
| Cable Car Capital LLC | 317,500 | $92.0M | 7.01% | +317,500 | New |
| Toroso Investments, LLC | 330,963 | $95.9M | 0.79% | −112,763−25.4% | Reduced |
| IMC-Chicago, LLC | 344,834 | $99.9M | 2.72% | −307,769−47.2% | Reduced |
| Barclays PLC | 346,676 | $100.4M | 0.05% | +154,738+80.6% | Added |
| Price T Rowe Associates Inc | 372,259 | $107.8M | 0.01% | +147,290+65.5% | Added |
| Nuveen Asset Management, LLC | 399,119 | $115.6M | 0.03% | −361−0.1% | Reduced |
| SG Americas Securities, LLC | 411,406 | $119.2M | 0.52% | +135,403+49.1% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 415,098 | $120.2M | 0.08% | +71,934+21.0% | Added |
| First Trust Advisors LP | 417,574 | $120.9M | 0.11% | +303,517+266.1% | Added |
| Deutsche Bank AG | 420,452 | $121.8M | 0.05% | +131,077+45.3% | Added |
| Marathon Trading Investment Management LLC | 421,267 | $122.0M | 20.30% | +347,197+468.7% | Added |
| Citigroup Inc | 442,295 | $128.1M | 0.12% | +81,019+22.4% | Added |
| PEAK6 LLC | 445,504 | $129.0M | 5.06% | +445,504 | New |
| Bank of America Corp | 468,422 | $135.7M | 0.01% | −326,033−41.0% | Reduced |
| Swiss National Bank | 517,000 | $149.7M | 0.10% | +48,800+10.4% | Added |
| LPL Financial LLC | 521,414 | $151.0M | 0.06% | −6,718−1.3% | Reduced |
| FMR LLC | 577,325 | $167.2M | 0.01% | +124,058+27.4% | Added |
| Hudson Bay Capital Management LP | 611,494 | $177.1M | 1.07% | +539,274+746.7% | Added |
| Capital World Investors | 648,348 | $187.8M | 0.03% | −69,023−9.6% | Reduced |
| Amundi | 570,217 | $189.1M | 0.07% | +413,028+262.8% | Added |
| BNP Paribas Arbitrage, SA | 664,374 | $192.4M | 0.15% | +395,153+146.8% | Added |
| Bank of New York Mellon Corp | 690,336 | $199.9M | 0.04% | +105,875+18.1% | Added |
| Legal & General Group Plc | 729,905 | $211.4M | 0.06% | +51,806+7.6% | Added |
| Goldman Sachs Group Inc | 744,471 | $215.6M | 0.04% | −88,535−10.6% | Reduced |
| Charles Schwab Investment Management Inc | 761,776 | $220.6M | 0.04% | +97,515+14.7% | Added |
| UBS Asset Management Americas Inc | 802,464 | $232.4M | 0.05% | +162,757+25.4% | Added |
| Marex Group plc | 960,585 | $278.2M | 4.74% | −583,242−37.8% | Reduced |
| Invesco Ltd. | 979,272 | $283.6M | 0.05% | +621,094+173.4% | Added |
| JPMorgan Chase & Co | 1,011,018 | $292.8M | 0.02% | +350,325+53.0% | Added |
| Susquehanna International Group, LLP | 1,054,513 | $305.4M | 0.46% | −1,700,146−61.7% | Reduced |
| Northern Trust Corp | 1,076,185 | $311.7M | 0.04% | +210,997+24.4% | Added |
| Jane Street Group, LLC | 1,556,156 | $450.7M | 0.72% | +500,965+47.5% | Added |
| Norges Bank | 1,809,201 | $524.0M | 0.07% | +314,271+21.0% | Added |
| National Bank of Canada | 1,815,993 | $525.9M | 0.68% | +1,795,346+8,695.4% | Added |
| Bank of Montreal | 2,729,607 | $790.5M | 0.40% | +2,674,096+4,817.2% | Added |
| Geode Capital Management, LLC | 3,047,625 | $881.5M | 0.07% | +281,342+10.2% | Added |
| Cantor Fitzgerald, L. P. | 3,580,131 | $1.04B | 39.63% | +3,580,131 | New |
| State Street Corp | 3,856,651 | $1.12B | 0.04% | +534,020+16.1% | Added |
| Clear Street Derivatives LLC | 4,070,137 | $1.18B | 15.75% | +2,763,003+211.4% | Added |
| UBS Group AG | 4,469,228 | $1.29B | 0.29% | +4,036,608+933.1% | Added |
| Morgan Stanley | 5,258,141 | $1.52B | 0.11% | −4,336,867−45.2% | Reduced |
| BlackRock, Inc. | 11,261,801 | $3.26B | 0.07% | +1,784,217+18.8% | Added |
| Capital International Investors | 12,643,706 | $3.66B | 0.69% | −4,884,439−27.9% | Reduced |
| Vanguard Group Inc | 16,303,720 | $4.72B | 0.08% | −1,149,033−6.6% | Reduced |
| Virtu Financial LLC | 0 | $0 | 0.00% | −224,245−100.0% | Sold out |
| Yong Rong (HK) Asset Management Ltd | 0 | $0 | 0.00% | −210,900−100.0% | Sold out |
| CloudAlpha Capital Management Limited/Hong Kong | 0 | $0 | 0.00% | −181,103−100.0% | Sold out |
| Stevens Capital Management LP | 0 | $0 | 0.00% | −130,793−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −118,504−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −74,380−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −31,600−100.0% | Sold out |