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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
Scarborough Advisors, LLC743$215.2K0.03%+743New
Primoris Wealth Advisors, LLC750$217.2K0.17%+750New
Atlanta Consulting Group Advisors, LLC750$217.2K0.08%+750New
Arrowpoint Investment Partners (Singapore) Pte. Ltd.750$217.2K0.13%+750New
Northstar Financial Companies, Inc.750$217.2K0.21%+750New
Beacon Financial Strategies CORP750$217.2K0.15%+750New
Syntegra Private Wealth Group, LLC752$217.8K0.02%+752New
Fortis Group Advisors, LLC755$218.7K0.04%+755New
Convergence Financial, LLC755$218.7K0.04%+755New
Alterna Wealth Management, Inc759$219.8K0.19%+759New
Kovack Advisors, Inc.760$220.1K0.02%+760New
Financial Engines Advisors L.L.C.765$221.6K0.00%+765New
Objective Capital Management, LLC767$222.1K0.15%+767New
Almanack Investment Partners, LLC.768$222.4K0.03%+768New
Strategic Investment Solutions, Inc.770$223.0K0.07%00.0%Unchanged
LGL Partners, LLC770$223.0K0.03%+770New
Summit Financial, LLC774$224.2K0.01%+774New
Lewis Asset Management, LLC774$224.2K0.17%+774New
Smartleaf Asset Management LLC742$224.8K0.02%+384+107.3%Added
Precision Wealth Strategies, LLC781$226.2K0.18%+781New
Watts Gwilliam & Co., LLC672$229.4K0.05%+672New
West Michigan Advisors, LLC794$230.0K0.07%+794New
Soltis Investment Advisors LLC795$230.2K0.02%+795New
JFG Wealth Management, LLC800$231.7K0.05%+800New
Firestone Capital Management800$231.7K0.06%+800New
RWM Asset Management, LLC800$231.7K0.04%+800New
Littlejohn Financial Services, Inc.800$231.7K0.21%+800New
Sava Infond d.o.o.800$231.7K0.04%+800New
Lazard Asset Management LLC803$232.0K0.00%−17,382−95.6%Reduced
Citizens Financial Group Inc807$233.7K0.00%+807New
Joel Isaacson & Co., LLC807$233.7K0.01%+807New
Moloney Securities Asset Management, LLC813$235.5K0.03%+813New
Synergy Financial Group, LTD820$237.5K0.20%+820New
Duncan Williams Asset Management, LLC820$237.5K0.09%+820New
Robertson Stephens Wealth Management, LLC829$240.1K0.01%+829New
Portside Wealth Group, LLC830$240.4K0.04%+830New
Power Wealth Management LLC831$240.7K0.10%+831New
Cordatus Wealth Management LLC850$246.0K0.06%+850New
Darden Wealth Group Inc850$246.2K0.17%+850New
Financial Partners Group, Inc851$246.5K0.04%+851New
Peak Planning Group, LLC852$246.8K0.10%+852New
Capital Performance Advisors LLP870$252.0K0.08%+708+437.0%Added
Nova R Wealth, Inc.873$252.9K0.13%+873New
TSFG, LLC880$255.0K0.05%+450+104.7%Added
Centiva Capital, LP885$256.3K0.01%+885New
Index Fund Advisors, Inc.891$258.1K0.01%+891New
Farringdon Capital, Ltd.892$258.3K0.11%+892New
Van Hulzen Asset Management, LLC900$260.7K0.02%+900New
Novak & Powell Financial Services, Inc.904$261.8K0.16%+904New
Los Angeles Capital Management LLC910$263.6K0.00%+910New
Ycg, LLC910$263.6K0.02%+910New
GR Financial Group, LLC910$263.7K0.04%+910New
Gordian Capital Singapore Pte Ltd910$263.7K0.14%+200+28.2%Added
Client 1st Advisory Group, LLC917$265.6K0.10%+917New
Southland Equity Partners LLC917$265.6K0.06%+917New
Callan Family Office, LLC923$267.3K0.02%+923New
LJI Wealth Management, LLC936$271.1K0.05%+936New
Accurate Wealth Management, LLC833$273.1K0.05%+833New
Narus Financial Partners, LLC953$276.0K0.09%−607−38.9%Reduced
Steel Peak Wealth Management LLC967$280.1K0.01%+967New
Proficio Capital Partners LLC975$282.4K0.02%+975New
Veracity Capital LLC977$283.0K0.10%+977New
Associated Banc-Corp980$283.8K0.01%−1,370−58.3%Reduced
Moneta Group Investment Advisors LLC989$286.5K0.00%+989New
Affiance Financial, LLC992$287.3K0.07%+992New
Smith, Moore & Co.999$289.3K0.03%−361−26.5%Reduced
Independent Family Office, LLC1,000$289.6K0.15%−3,100−75.6%Reduced
Ridgewood Investments LLC1,000$289.6K0.14%00.0%Unchanged
Whitener Capital Management, Inc.1,000$289.6K0.08%+1,000New
JBF Capital, Inc.1,000$289.6K0.05%+1,000New
Tejara Capital Ltd1,000$289.6K0.19%+1,000New
Wealthquest Corp1,002$290.2K0.02%+1,002New
Abound Wealth Management1,005$291.1K0.09%+403+66.9%Added
Florida Financial Advisors, LLC1,010$292.5K0.13%+1,010New
Thoroughbred Financial Services, LLC1,014$293.0K0.02%+1,014New
Black Diamond Financial, LLC1,013$293.4K0.04%+1,013New
Sagespring Wealth Partners, LLC1,015$294.0K0.01%+1,015New
Pinebridge Investments, L.P.1,018$294.8K0.00%+1,018New
Regions Financial Corp1,020$295.4K0.00%+1,020New
Fedenia Advisers LLC1,022$296.0K0.17%+1,022New
Discipline Wealth Solutions, LLC1,027$297.3K0.14%+1,027New
Omers Administration Corp1,027$297.4K0.00%+1,027New
Graypoint LLC1,028$297.7K0.02%+1,028New
Capital Group Investment Management Pte. Ltd.1,034$299.5K0.06%+1,034New
Clear Creek Financial Management, LLC1,037$300.3K0.03%−255−19.7%Reduced
Capital Wealth Planning, LLC1,037$300.3K0.00%+808+352.8%Added
MRP Capital Investments, LLC1,050$304.1K0.28%−450−30.0%Reduced
Old Mission Investment Co LLC1,054$305.3K0.09%+1,054New
Bryn Mawr Trust Co1,057$306.1K0.01%+957+957.0%Added
Altiora Financial Group, LLC1,058$306.4K0.07%−982−48.1%Reduced
Dillon & Associates Inc1,060$307.0K0.04%+1,060New
We Are One Seven, LLC1,062$307.6K0.01%+1,062New
Two Sigma Securities, LLC1,063$307.9K0.06%−2,669−71.5%Reduced
Atomi Financial Group, Inc.1,065$308.4K0.02%+1,065New
Ostrum Asset Management1,071$310.2K0.03%−43−3.9%Reduced
Glass Jacobson Investment Advisors llc1,079$312.5K0.10%+879+439.5%Added
Mutual Advisors, LLC852$312.7K0.01%+852New
Vise Technologies, Inc.1,080$312.8K0.03%+1,080New
Drive Wealth Management, LLC1,083$313.7K0.08%+1,083New
Key Client Fiduciary Advisors, LLC1,087$314.8K0.14%+1,087New