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 |
|---|---|---|---|---|---|
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 0 | $0 | 0.00% | −30,680−100.0% | Sold out |
| One Capital Management, LLC | 0 | $0 | 0.00% | −29,157−100.0% | Sold out |
| Monashee Investment Management LLC | 0 | $0 | 0.00% | −26,500−100.0% | Sold out |
| Agf Management Ltd | 0 | $0 | 0.00% | −23,918−100.0% | Sold out |
| Itau Unibanco Holding S.A. | 0 | $0 | 0.00% | −22,000−100.0% | Sold out |
| Susquehanna Portfolio Strategies, LLC | 0 | $0 | 0.00% | −21,540−100.0% | Sold out |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −17,877−100.0% | Sold out |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −16,592−100.0% | Sold out |
| Howe & Rusling Inc | 0 | $0 | 0.00% | −15,348−100.0% | Sold out |
| BIT Capital GmbH | 0 | $0 | 0.00% | −15,340−100.0% | Sold out |
| Revere Asset Management, Inc | 0 | $0 | 0.00% | −10,782−100.0% | Sold out |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −10,076−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −238,569−100.0% | Sold out |
| Manhattan West Asset Management, LLC | 0 | $0 | 0.00% | −8,129−100.0% | Sold out |
| Annex Advisory Services, LLC | 0 | $0 | 0.00% | −7,081−100.0% | Sold out |
| Baader Bank INC | 0 | $0 | 0.00% | −9,883−100.0% | Sold out |
| STRS Ohio | 0 | $0 | 0.00% | −6,860−100.0% | Sold out |
| HBK Investments L P | 0 | $0 | 0.00% | −6,580−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −5,503−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −5,226−100.0% | Sold out |
| Investment Management Corp of Ontario | 0 | $0 | 0.00% | −5,200−100.0% | Sold out |
| Aveo Capital Partners, LLC | 0 | $0 | 0.00% | −4,742−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −4,206−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −4,100−100.0% | Sold out |
| Sunburst Financial Group, LLC | 0 | $0 | 0.00% | −3,660−100.0% | Sold out |
| Procyon Private Wealth Partners, LLC | 0 | $0 | 0.00% | −3,530−100.0% | Sold out |
| Berkshire Bank | 0 | $0 | 0.00% | −3,300−100.0% | Sold out |
| MYDA Advisors LLC | 0 | $0 | 0.00% | −3,000−100.0% | Sold out |
| Bay Rivers Group | 0 | $0 | 0.00% | −2,830−100.0% | Sold out |
| Encompass More Asset Management | 0 | $0 | 0.00% | −2,582−100.0% | Sold out |
| Oak Thistle LLC | 0 | $0 | 0.00% | −2,469−100.0% | Sold out |
| Centric Wealth Management | 0 | $0 | 0.00% | −1,370−100.0% | Sold out |
| Advisory Research Inc | 0 | $0 | 0.00% | −1,998−100.0% | Sold out |
| Qsemble Capital Management, LP | 0 | $0 | 0.00% | −1,931−100.0% | Sold out |
| Calton & Associates, Inc. | 0 | $0 | 0.00% | −1,660−100.0% | Sold out |
| Innova Wealth Partners | 0 | $0 | 0.00% | −1,660−100.0% | Sold out |
| Doliver Advisors, LP | 0 | $0 | 0.00% | −1,598−100.0% | Sold out |
| Horizon Bancorp Inc | 0 | $0 | 0.00% | −1,550−100.0% | Sold out |
| Vinva Investment Management Ltd | 0 | $0 | 0.00% | −1,536−100.0% | Sold out |
| Courier Capital LLC | 0 | $0 | 0.00% | −1,450−100.0% | Sold out |
| Jackson Creek Investment Advisors LLC | 0 | $0 | 0.00% | −1,250−100.0% | Sold out |
| Pinnacle Wealth Planning Services, Inc. | 0 | $0 | 0.00% | −1,244−100.0% | Sold out |
| CFO4Life Group, LLC | 0 | $0 | 0.00% | −1,230−100.0% | Sold out |
| ASB Consultores, LLC | 0 | $0 | 0.00% | −1,220−100.0% | Sold out |
| AlphaQ Advisors LLC | 0 | $0 | 0.00% | −1,211−100.0% | Sold out |
| NBC Securities, Inc. | 0 | $0 | 0.00% | −820−100.0% | Sold out |
| CSS LLC | 0 | $0 | 0.00% | −513−100.0% | Sold out |
| Baldwin Brothers Inc | 0 | $0 | 0.00% | −390−100.0% | Sold out |
| Allspring Global Investments Holdings, LLC | 0 | $0 | 0.00% | −359−100.0% | Sold out |
| Financial Sense Advisors, Inc. | 0 | $0 | 0.00% | −230−100.0% | Sold out |
| Fairman Group, LLC | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Oliver Lagore Vanvalin Investment Group | 0 | $0 | 0.00% | −90−100.0% | Sold out |
| Anchor Investment Management, LLC | 0 | $0 | 0.00% | −54−100.0% | Sold out |
| Foster Dykema Cabot & Partners, LLC | 0 | $0 | 0.00% | −18−100.0% | Sold out |
| PEAK6 Investments LLC | – | – | – | – | Not filed |
| Raymond James & Associates | – | – | – | – | Not filed |
| Raymond James Financial Services Advisors, Inc. | – | – | – | – | Not filed |
| Bluefin Capital Management, LLC | – | – | – | – | Not filed |
| B. Metzler seel. Sohn & Co. Holding AG | – | – | – | – | Not filed |
| VitalStone Financial, LLC | – | – | – | – | Not filed |
| Crosspoint Financial, LLC | – | – | – | – | Not filed |
| FinTrust Capital Advisors, LLC | – | – | – | – | Not filed |
| Banque Cantonale Vaudoise | – | – | – | – | Not filed |
| Carmichael Hill & Associates, Inc. | – | – | – | – | Not filed |