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 |
|---|---|---|---|---|---|
| Snowden Capital Advisors LLC | 1,094 | $316.8K | 0.01% | +1,094 | New |
| Scotia Capital Inc. | 1,098 | $318.0K | 0.00% | −636−36.7% | Reduced |
| Royal Fund Management, LLC | 1,100 | $318.6K | 0.03% | −140−11.3% | Reduced |
| Regatta Capital Group, LLC | 1,100 | $318.6K | 0.06% | +1,100 | New |
| Advisory Services Network, LLC | 1,101 | $318.7K | 0.01% | +1,101 | New |
| First Hawaiian Bank | 1,110 | $321.5K | 0.01% | +1,110 | New |
| Schechter Investment Advisors, LLC | 1,120 | $324.4K | 0.02% | +1,120 | New |
| GPS Wealth Strategies Group, LLC | 1,120 | $324.4K | 0.04% | +35+3.2% | Added |
| HBW Advisory Services LLC | 1,121 | $324.7K | 0.05% | +1,121 | New |
| Walkner Condon Financial Advisors LLC | 1,122 | $325.0K | 0.07% | +1,122 | New |
| Premier Path Wealth Partners, LLC | 1,136 | $329.0K | 0.05% | +1,136 | New |
| Canal Capital Management, LLC | 1,136 | $329.0K | 0.05% | +1,136 | New |
| TCFG Wealth Management, LLC | 1,137 | $329.3K | 0.17% | +1,137 | New |
| Strategies Wealth Advisors, LLC | 1,011 | $330.3K | 0.04% | +1,011 | New |
| Ethic Inc. | 1,147 | $332.2K | 0.01% | +1,147 | New |
| Crew Capital Management, Ltd. | 1,149 | $332.8K | 0.28% | +1,149 | New |
| Abundance Wealth Counselors | 1,157 | $335.0K | 0.07% | −43−3.6% | Reduced |
| Maripau Wealth Management LLC | 1,161 | $336.1K | 0.20% | +1,161 | New |
| Avantax Planning Partners, Inc. | 1,175 | $340.3K | 0.01% | +1,175 | New |
| Savant Capital, LLC | 1,175 | $340.3K | 0.00% | −1,345−53.4% | Reduced |
| Mustard Seed Financial, LLC | 1,179 | $341.5K | 0.28% | +1,179 | New |
| Yeomans Consulting Group, Inc. | 1,186 | $343.5K | 0.13% | +1,186 | New |
| Red Door Wealth Management, LLC | 1,199 | $347.3K | 0.05% | +1,199 | New |
| McIlrath & Eck, LLC | 1,200 | $347.5K | 0.04% | +1,200 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,200 | $347.5K | 0.02% | 00.0% | Unchanged |
| Evelyn Partners Investment Management (Europe) Ltd | 1,200 | $347.5K | 0.13% | +1,200 | New |
| Scientech Research LLC | 1,202 | $348.1K | 0.10% | −21,897−94.8% | Reduced |
| McAdam, LLC | 1,209 | $350.2K | 0.02% | +1,209 | New |
| Principal Securities, Inc. | 1,211 | $350.7K | 0.01% | +688+131.5% | Added |
| Crossmark Global Holdings, Inc. | 1,209 | $351.0K | 0.01% | +1,209 | New |
| Beese Fulmer Investment Management, Inc. | 1,212 | $351.0K | 0.03% | +1,212 | New |
| Cornerstone Wealth Group, LLC | 1,221 | $353.6K | 0.03% | +1,221 | New |
| NorthCrest Asset Manangement, LLC | 1,222 | $353.9K | 0.01% | +1,222 | New |
| Unique Wealth, LLC | 1,229 | $355.9K | 0.07% | +1,229 | New |
| Wise Wealth Partners | 1,242 | $359.6K | 0.89% | +1,242 | New |
| Central Trust Co | 1,242 | $359.7K | 0.01% | +2+0.2% | Added |
| CoreCap Advisors, LLC | 1,244 | $360.3K | 0.02% | +509+69.3% | Added |
| SLT Holdings LLC | 1,250 | $362.0K | 0.34% | +1,250 | New |
| AssuredPartners Investment Advisors, LLC | 1,260 | $364.9K | 0.07% | +1,260 | New |
| U.S. Capital Wealth Advisors, LLC | 1,262 | $365.5K | 0.01% | +1,262 | New |
| Oder Investment Management, LLC | 1,268 | $367.2K | 0.31% | +38+3.1% | Added |
| Frank, Rimerman Advisors LLC | 1,277 | $369.8K | 0.03% | +1,277 | New |
| Mountain Capital Investment Advisors, Inc | 947 | $375.5K | 0.08% | +947 | New |
| Tradition Wealth Management, LLC | 1,298 | $375.9K | 0.03% | +1,298 | New |
| IFG Advisory, LLC | 1,302 | $377.1K | 0.02% | +1,302 | New |
| Abel Hall, LLC | 1,303 | $377.4K | 0.24% | −336−20.5% | Reduced |
| Generation Capital Management LLC | 1,317 | $381.4K | 0.33% | +1,317 | New |
| Merkkuri Wealth Advisors LLC | 1,331 | $385.4K | 0.30% | +1,331 | New |
| Berkeley Capital Partners, LLC | 1,337 | $387.2K | 0.11% | −393−22.7% | Reduced |
| BCJ Capital Management, LLC | 1,342 | $388.7K | 0.03% | +1,342 | New |
| Aventura Private Wealth, LLC | 1,345 | $389.5K | 0.21% | +1,345 | New |
| Laidlaw Wealth Management LLC | 1,347 | $390.1K | 0.17% | +1,347 | New |
| Everhart Financial Group, Inc. | 1,352 | $391.6K | 0.08% | +1,352 | New |
| Ionic Capital Management LLC | 1,369 | $396.5K | 0.39% | +1,369 | New |
| Family Management Corp | 1,370 | $396.8K | 0.06% | +30+2.2% | Added |
| Venture Visionary Partners LLC | 1,376 | $398.5K | 0.02% | +1,376 | New |
| JT Stratford LLC | 1,377 | $398.8K | 0.07% | +1,377 | New |
| Arlington Capital Management, Inc. | 1,387 | $401.7K | 0.28% | −273−16.4% | Reduced |
| Axq Capital, LP | 1,394 | $403.7K | 0.18% | −477−25.5% | Reduced |
| Ci Investments Inc. | 1,417 | $410.0K | 0.00% | +19+1.4% | Added |
| Ronald Blue Trust, Inc. | 1,437 | $416.2K | 0.01% | +1,406+4,535.5% | Added |
| CWA Asset Management Group, LLC | 1,440 | $417.1K | 0.02% | +1,440 | New |
| Rossby Financial, LCC | 1,450 | $419.9K | 0.27% | +1,450 | New |
| Wetherby Asset Management Inc | 1,451 | $420.2K | 0.02% | +1,451 | New |
| Fiduciary Planning LLC | 1,459 | $422.6K | 0.14% | +1,459 | New |
| Vienna Asset Management LLC | 1,467 | $424.9K | 0.29% | +1,467 | New |
| Wealth Alliance Advisory Group, LLC | 1,472 | $426.3K | 0.09% | +272+22.7% | Added |
| Maridea Wealth Management LLC | 1,481 | $428.9K | 0.14% | +1,481 | New |
| Bulltick Wealth Management, LLC | 1,484 | $429.8K | 0.10% | +1,484 | New |
| Meeder Advisory Services, Inc. | 1,486 | $430.4K | 0.03% | +1,486 | New |
| Hoey Investments, Inc | 1,500 | $434.4K | 0.07% | +1,385+1,204.3% | Added |
| Bramshill Investments, LLC | 1,500 | $434.4K | 0.07% | +1,500 | New |
| XML Financial, LLC | 1,500 | $434.4K | 0.04% | +1,500 | New |
| Private Wealth Advisors | 1,503 | $435.3K | 0.19% | +1,503 | New |
| Innovative Advisory Group, LLC | 1,506 | $436.2K | 0.39% | +1,506 | New |
| Capital Investment Advisors, LLC | 1,531 | $443.5K | 0.01% | +1,531 | New |
| GLOBALT Investments LLC | 1,536 | $444.9K | 0.02% | +1,536 | New |
| Koshinski Asset Management, Inc. | 1,553 | $449.8K | 0.04% | +1,553 | New |
| Guardian Wealth Advisors, LLC | 1,557 | $451.0K | 0.04% | −223−12.5% | Reduced |
| Flagship Harbor Advisors, LLC | 1,566 | $453.5K | 0.02% | +1,566 | New |
| Presidio Capital Management, LLC | 1,573 | $455.6K | 0.24% | +115+7.9% | Added |
| Resolute Partners Group | 1,587 | $459.6K | 0.09% | −1,413−47.1% | Reduced |
| Armis Advisers, LLC | 1,588 | $459.9K | 0.06% | +1,588 | New |
| Dana Investment Advisors, Inc. | 1,595 | $461.9K | 0.02% | +1,595 | New |
| MB, Levis & Associates, LLC | 1,600 | $463.4K | 0.23% | −400−20.0% | Reduced |
| Consolidated Capital Management, LLC | 1,600 | $463.4K | 0.20% | 00.0% | Unchanged |
| Certior Financial Group, LLC | 1,605 | $464.8K | 0.41% | +1,605 | New |
| Palisades Hudson Asset Management, L.P. | 1,607 | $465.0K | 0.20% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 1,612 | $466.9K | 0.01% | −737−31.4% | Reduced |
| Left Brain Wealth Management, LLC | 1,615 | $467.7K | 0.18% | +1,615 | New |
| Daymark Wealth Partners, LLC | 1,616 | $468.0K | 0.02% | +1,616 | New |
| Altus Wealth Group LLC | 1,625 | $470.6K | 0.21% | +245+17.8% | Added |
| Schonfeld Strategic Advisors LLC | 1,627 | $471.2K | 0.00% | −19,661−92.4% | Reduced |
| First Financial Bankshares Inc | 1,630 | $472.1K | 0.01% | 00.0% | Unchanged |
| Mill Creek Capital Advisors, LLC | 1,655 | $479.3K | 0.01% | +265+19.1% | Added |
| Vestia Personal Wealth Advisors | 1,666 | $482.5K | 0.40% | +1,666 | New |
| Resources Investment Advisors, LLC. | 1,670 | $483.7K | 0.01% | +1,670 | New |
| Brighton Jones LLC | 1,683 | $487.4K | 0.01% | +24+1.4% | Added |
| Texas Capital Bank Wealth Management Services Inc | 1,693 | $490.3K | 0.05% | +1,693 | New |
| Cigna Investments Inc | 1,720 | $498.0K | 0.09% | +125+7.8% | Added |