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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

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.

Institutional holdersQ4 2024: 993 institutions
Q1 2021: 287 institutionsQ2 2021: 270 institutionsQ3 2021: 287 institutionsQ4 2021: 290 institutionsQ1 2022: 268 institutionsQ2 2022: 238 institutionsQ3 2022: 231 institutionsQ4 2022: 212 institutionsQ1 2023: 252 institutionsQ2 2023: 271 institutionsQ3 2023: 295 institutionsQ4 2023: 370 institutionsQ1 2024: 530 institutionsQ2 2024: 592 institutionsQ3 2024: 662 institutionsQ4 2024: 993 institutionsQ1 2025: 1,013 institutionsQ2 2025: 1,161 institutionsQ3 2025: 1,087 institutionsQ4 2025: 982 institutionsQ1 2026: 946 institutionsQ2 2026: 852 institutions
Value heldQ4 2024: $31.1B
Q1 2021: $3.86BQ2 2021: $4.24BQ3 2021: $3.30BQ4 2021: $3.26BQ1 2022: $3.00BQ2 2022: $1.05BQ3 2022: $1.25BQ4 2022: $812.8MQ1 2023: $1.92BQ2 2023: $2.39BQ3 2023: $2.29BQ4 2023: $5.14BQ1 2024: $16.4BQ2 2024: $12.5BQ3 2024: $16.0BQ4 2024: $31.1BQ1 2025: $36.2BQ2 2025: $55.5BQ3 2025: $45.1BQ4 2025: $26.6BQ1 2026: $24.7BQ2 2026: $18.2B
Institutions holding MSTR and their total value by quarter
QuarterHoldersValue
Q2 2026852$18.2B
Q1 2026946$24.7B
Q4 2025982$26.6B
Q3 20251,087$45.1B
Q2 20251,161$55.5B
Q1 20251,013$36.2B
Q4 2024993$31.1B
Q3 2024662$16.0B
Q2 2024592$12.5B
Q1 2024530$16.4B
Q4 2023370$5.14B
Q3 2023295$2.29B
Q2 2023271$2.39B
Q1 2023252$1.92B
Q4 2022212$812.8M
Q3 2022231$1.25B
Q2 2022238$1.05B
Q1 2022268$3.00B
Q4 2021290$3.26B
Q3 2021287$3.30B
Q2 2021270$4.24B
Q1 2021287$3.86B

Institutions, Q4 2024

Shares, value and share of portfolio for each institution holding Strategy Inc; share changes are against Q3 2024.

Institutions holding MSTR in Q4 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Private Wealth Management Group, LLC105$30.4K0.01%+71+208.8%Added
Covestor Ltd108$31.0K0.02%−25−18.8%Reduced
Horrell Capital Management, Inc.107$31.0K0.01%+107New
Compagnie Lombard Odier SCmA110$31.9K0.00%+110New
First Horizon Advisors, Inc.112$32.4K0.00%+112New
Semmax Financial Advisors Inc.100$32.5K0.01%00.0%Unchanged
Activest Wealth Management113$32.7K0.01%+113New
Huntington National Bank120$34.8K0.00%+68+130.8%Added
Sandy Spring Bank126$36.5K0.00%+126New
SOA Wealth Advisors, LLC.128$37.1K0.01%+128New
Game Plan Financial Advisors, LLC128$37.5K0.02%+128New
DT Investment Partners, LLC130$37.7K0.00%00.0%Unchanged
Harel Insurance Investments & Financial Services Ltd.135$39.0K0.00%+1+0.7%Added
Nemes Rush Group LLC136$39.4K0.00%+136New
Versant Capital Management, Inc141$40.8K0.01%+39+38.2%Added
Financial Gravity Companies, Inc.141$40.8K0.01%+141New
Indiana Trust & Investment Management CO150$43.4K0.01%−100−40.0%Reduced
Clearstead Advisors, LLC150$43.4K0.00%00.0%Unchanged
Thurston, Springer, Miller, Herd & Titak, Inc.164$47.5K0.01%−106−39.3%Reduced
Financial Perspectives, Inc167$48.4K0.02%+167New
Pin Oak Investment Advisors Inc290$49.0K0.04%00.0%Unchanged
Armstrong Advisory Group, Inc172$49.8K0.00%+124+258.3%Added
ORG Wealth Partners, LLC175$50.7K0.02%+175New
Hopwood Financial Services, Inc.175$50.7K0.04%+175New
Evelyn Partners Investment Management Services Ltd176$51.0K0.01%+176New
Clear Street Markets LLC177$51.3K0.02%−119−40.2%Reduced
St Germain D J Co Inc177$51.3K0.00%+7+4.1%Added
Vermillion Wealth Management, Inc.185$53.6K0.03%+185New
Darwin Advisors, LLC190$55.0K0.02%00.0%Unchanged
Rise Advisors, LLC190$55.0K0.03%−25−11.6%Reduced
Lowe Wealth Advisors, LLC190$55.0K0.02%+190New
Dogwood Wealth Management LLC198$57.4K0.03%+198New
Glen Eagle Advisors, LLC200$57.9K0.01%−10−4.8%Reduced
Optimum Investment Advisors200$57.9K0.03%+200New
Chelsea Counsel Co200$57.9K0.03%+200New
Private Trust Co NA203$58.8K0.01%−1−0.5%Reduced
Measured Risk Portfolios, Inc.205$59.4K0.07%+205New
Westside Investment Management, Inc.206$59.7K0.01%+206New
FSC Wealth Advisors, LLC210$60.8K0.04%+80+61.5%Added
Richards, Merrill & Peterson, Inc.215$62.3K0.03%+215New
Skopos Labs, Inc.218$63.1K0.02%+218New
CVA Family Office, LLC265$66.3K0.01%+135+103.8%Added
GeoWealth Management, LLC233$67.5K0.00%+165+242.6%Added
Ancora Advisors, LLC240$69.5K0.00%+70+41.2%Added
TFC Financial Management250$72.4K0.01%00.0%Unchanged
Burkett Financial Services, LLC250$72.4K0.03%+250New
Strengthening Families & Communities, LLC251$73.0K0.04%+251New
Quest Partners LLC254$73.6K0.01%−978−79.4%Reduced
WR Wealth Planners, LLC260$75.3K0.02%+48+22.6%Added
Parvin Asset Management, LLC273$79.1K0.09%+273New
Coston, McIsaac & Partners300$86.0K0.03%−700−70.0%Reduced
REAP Financial Group, LLC310$89.8K0.02%00.0%Unchanged
Cornerstone Planning Group LLC262$91.2K0.02%+258+6,450.0%Added
SJS Investment Consulting Inc.320$92.7K0.02%+320New
Castleview Partners, LLC312$93.6K0.05%+312New
North Star Investment Management Corp.325$94.1K0.01%+25+8.3%Added
Pacific Center for Financial Services330$95.6K0.02%+330New
Rosenberg Matthew Hamilton341$98.8K0.03%+131+62.4%Added
TCG Advisory Services, LLC362$104.8K0.00%−2,662−88.0%Reduced
Towarzystwo Funduszy Inwestycyjnych Pzu SA365$105.7K0.03%+215+143.3%Added
Capital Advisors, Ltd. LLC375$109.0K0.01%−25−6.3%Reduced
Stonehage Fleming Financial Services Holdings Ltd378$109.5K0.00%+218+136.3%Added
HighMark Wealth Management LLC387$112.1K0.06%+147+61.3%Added
S.A. Mason LLC390$113.0K0.06%+390New
Salem Investment Counselors Inc391$113.2K0.00%+151+62.9%Added
Bogart Wealth, LLC395$114.4K0.01%−505−56.1%Reduced
Vestor Capital, LLC453$131.0K0.01%−37−7.6%Reduced
Sunbelt Securities, Inc.434$131.5K0.01%+274+171.3%Added
PSI Advisors, LLC460$133.2K0.04%+160+53.3%Added
Truvestments Capital LLC479$138.7K0.04%+479New
Oarsman Capital, Inc.500$144.8K0.03%00.0%Unchanged
Levin Capital Strategies, L.P.500$144.8K0.01%+500New
Garde Capital, Inc.500$145.0K0.01%+500New
AlphaMark Advisors, LLC510$148.0K0.06%+360+240.0%Added
Renaissance Technologies LLC34,405$150.5K0.00%−155,471−81.9%Reduced
Webster Bank, N. A.520$150.6K0.02%+120+30.0%Added
WPG Advisers, LLC522$151.2K0.14%+522New
TD Waterhouse Canada Inc.525$152.1K0.00%−65−11.0%Reduced
Lindbrook Capital, LLC539$156.1K0.01%+165+44.1%Added
SRS Capital Advisors, Inc.543$157.3K0.01%+480+761.9%Added
Stonebridge Financial Group, LLC550$159.3K0.02%+550New
GAMMA Investing LLC562$162.8K0.01%+203+56.5%Added
Creative Financial Designs Inc582$168.6K0.01%+222+61.7%Added
Fifth Third Bancorp600$173.8K0.00%+10+1.7%Added
Continuum Advisory, LLC620$179.6K0.02%−150−19.5%Reduced
JTC Employer Solutions Trusteee Ltd600$182.0K0.01%00.0%Unchanged
Harbor Investment Advisory, LLC665$192.6K0.02%+85+14.7%Added
Bernardo Wealth Planning LLC610$200.0K0.05%+610New
Palisade Capital Management LLC700$202.7K0.01%+700New
Howland Capital Management LLC700$202.7K0.01%+700New
Pennington Partners & Co., LLC700$202.7K0.10%+700New
Simon Quick Advisors, LLC701$203.0K0.01%+701New
Montz Harcus Wealth Management LLC703$203.6K0.11%+703New
L2 Asset Management, LLC709$205.3K0.04%+709New
Chiron Investment Management, LLC723$209.4K0.07%+723New
Caitlin John, LLC728$210.8K0.14%−207−22.1%Reduced
Tidemark, LLC734$212.6K0.08%+734New
Stelac Advisory Services LLC740$214.3K0.08%00.0%Unchanged
Jmac Enterprises LLC740$214.3K0.03%+740New
Shell Asset Management Co744$215.0K0.01%+744New