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 |
|---|---|---|---|---|---|
| Greenbush Financial Group, LLC | 1,750 | $506.8K | 0.27% | +1,750 | New |
| Smith Anglin Financial, LLC | 1,756 | $508.4K | 0.05% | +1,756 | New |
| Phoenix Holdings Ltd. | 1,753 | $512.1K | 0.01% | −367−17.3% | Reduced |
| Revisor Wealth Management LLC | 1,805 | $526.8K | 0.49% | −1,577−46.6% | Reduced |
| Great Valley Advisor Group, Inc. | 1,822 | $527.7K | 0.01% | −488−21.1% | Reduced |
| Chicago Trust Co NA | 1,825 | $528.6K | 0.09% | +25+1.4% | Added |
| Wealthspire Advisors, LLC | 1,826 | $528.8K | 0.01% | +1,826 | New |
| Allianz SE | 1,750 | $530.2K | 0.01% | +1,750 | New |
| Whittier Trust Co | 1,850 | $535.8K | 0.01% | −40−2.1% | Reduced |
| Hollencrest Capital Management | 1,859 | $538.4K | 0.02% | −51−2.7% | Reduced |
| Norinchukin Bank, The | 1,859 | $538.4K | 0.01% | +1,859 | New |
| Ausdal Financial Partners, Inc. | 1,862 | $539.3K | 0.05% | +563+43.3% | Added |
| Lodestar Private Asset Management LLC | 1,870 | $541.6K | 0.07% | 00.0% | Unchanged |
| LaSalle St. Investment Advisors, LLC | 1,874 | $542.0K | 0.17% | +1,874 | New |
| Cascade Financial Partners, LLC | 1,900 | $550.3K | 0.07% | −100−5.0% | Reduced |
| Legacy Capital Wealth Management, LLC | 1,906 | $552.0K | 0.55% | +1,906 | New |
| Riverview Capital Advisers, LLC | 1,908 | $552.6K | 0.17% | −122−6.0% | Reduced |
| ZEGA Investments, LLC | 1,570 | $555.3K | 0.16% | +1,570 | New |
| Institute for Wealth Management, LLC. | 1,917 | $555.3K | 0.07% | +588+44.2% | Added |
| Evergreen Capital Management LLC | 1,920 | $556.1K | 0.02% | 00.0% | Unchanged |
| BridgePort Financial Solutions, LLC | 2,330 | $559.3K | 0.25% | +2,330 | New |
| Empower Advisory Group, LLC | 1,942 | $562.4K | 0.00% | +571+41.6% | Added |
| Prospect Financial Services LLC | 1,948 | $564.2K | 0.31% | +1,948 | New |
| DeepCurrents Investment Group LLC | 1,956 | $566.5K | 0.02% | +1,956 | New |
| Valeo Financial Advisors, LLC | 1,977 | $572.4K | 0.02% | +1,537+349.3% | Added |
| Frisch Financial Group, Inc. | 2,000 | $579.0K | 0.18% | 00.0% | Unchanged |
| American Asset Management Inc. | 2,000 | $579.2K | 0.59% | 00.0% | Unchanged |
| WealthTrust Asset Management, LLC | 2,000 | $579.2K | 0.42% | 00.0% | Unchanged |
| LongView Wealth Management | 2,000 | $579.2K | 0.18% | 00.0% | Unchanged |
| Fort Point Capital Partners LLC | 2,000 | $579.2K | 0.06% | +410+25.8% | Added |
| Siemens Fonds Invest GmbH | 1,913 | $579.6K | 0.06% | +226+13.4% | Added |
| Stonehearth Capital Management, LLC | 2,002 | $579.8K | 0.23% | +2,002 | New |
| Rothschild Investment LLC | 2,003 | $580.1K | 0.04% | −1,499−42.8% | Reduced |
| Advisor OS, LLC | 2,015 | $583.6K | 0.07% | +2,015 | New |
| Gerber Kawasaki Wealth & Investment Management | 2,017 | $584.2K | 0.03% | +57+2.9% | Added |
| IronOak Wealth LLC. | 2,026 | $586.8K | 0.66% | +2,026 | New |
| Foguth Wealth Management, LLC. | 1,667 | $589.6K | 0.15% | +571+52.1% | Added |
| Yousif Capital Management, LLC | 2,036 | $589.7K | 0.01% | +121+6.3% | Added |
| Mesirow Financial Investment Management, Inc. | 2,050 | $593.7K | 0.01% | +50+2.5% | Added |
| Castle Rock Wealth Management, LLC | 1,765 | $596.1K | 0.14% | +1,765 | New |
| Mosley Wealth Management | 1,751 | $597.5K | 0.37% | −19−1.1% | Reduced |
| Massmutual Trust Co FSB | 2,083 | $603.3K | 0.02% | +65+3.2% | Added |
| Gilbert & Cook, Inc. | 2,100 | $608.2K | 0.09% | +100+5.0% | Added |
| Weaver Capital Management LLC | 2,100 | $608.2K | 0.17% | +500+31.3% | Added |
| Am Investment Strategies LLC | 2,111 | $611.0K | 0.15% | +2,111 | New |
| Insigneo Advisory Services, LLC | 2,127 | $616.0K | 0.06% | −1,230−36.6% | Reduced |
| Allworth Financial LP | 1,636 | $617.3K | 0.00% | +903+123.2% | Added |
| Westmount Partners, LLC | 2,166 | $627.3K | 0.19% | −354−14.0% | Reduced |
| Abn Amro Investment Solutions | 2,166 | $627.3K | 0.01% | +3+0.1% | Added |
| Sage Mountain Advisors LLC | 2,170 | $628.5K | 0.05% | +2,170 | New |
| E Fund Management Co., Ltd. | 2,173 | $629.3K | 0.03% | +2,173 | New |
| Blueprint Investment Partners LLC | 2,197 | $636.3K | 0.10% | +2,197 | New |
| United Capital Financial Advisers, LLC | 2,292 | $663.8K | 0.01% | −468−17.0% | Reduced |
| SeaCrest Wealth Management, LLC | 2,297 | $665.3K | 0.07% | −3,142−57.8% | Reduced |
| Miller Financial Services LLC | 2,303 | $667.0K | 0.56% | +2,303 | New |
| Prime Capital Investment Advisors, LLC | 2,312 | $669.7K | 0.01% | +2,312 | New |
| Oxford Wealth Group, LLC | 2,320 | $671.9K | 0.43% | −398−14.6% | Reduced |
| Capital Advisors Inc | 2,340 | $677.7K | 0.01% | +260+12.5% | Added |
| Investment Partners Asset Management, Inc. | 2,369 | $686.1K | 0.54% | −231−8.9% | Reduced |
| Gsa Capital Partners LLP | 2,379 | $689.0K | 0.05% | +828+53.4% | Added |
| ICICI Prudential Asset Management Co Ltd | 2,383 | $690.2K | 0.08% | +2,383 | New |
| AXS Investments LLC | 2,389 | $691.9K | 0.19% | +2,389 | New |
| Capital International Inc | 2,393 | $693.1K | 0.01% | +2,393 | New |
| Davenport & Co LLC | 2,408 | $697.3K | 0.00% | +251+11.6% | Added |
| Park Square Financial Group, LLC | 2,409 | $697.7K | 0.48% | +2,409 | New |
| Millennium Management LLC | 2,411 | $698.3K | 0.00% | −125,930−98.1% | Reduced |
| Teamwork Financial Advisors, LLC | 2,411 | $698.3K | 0.09% | +149+6.6% | Added |
| Wedmont Private Capital | 2,139 | $701.5K | 0.04% | +585+37.6% | Added |
| Northwestern Mutual Wealth Management Co | 2,427 | $702.9K | 0.00% | +894+58.3% | Added |
| Larson Financial Group LLC | 2,458 | $711.9K | 0.04% | +715+41.0% | Added |
| Peapack Gladstone Financial Corp | 2,475 | $717.0K | 0.01% | +125+5.3% | Added |
| Plancorp, LLC | 2,482 | $718.8K | 0.03% | +220+9.7% | Added |
| Kiker Wealth Management, LLC | 2,488 | $720.6K | 0.58% | +2,488 | New |
| Signaturefd, LLC | 2,494 | $722.4K | 0.01% | +1,867+297.8% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 2,510 | $726.9K | 0.03% | +310+14.1% | Added |
| Diligent Investors, LLC | 2,539 | $735.3K | 0.17% | +2,539 | New |
| Fieldview Capital Management, LLC | 2,549 | $738.2K | 0.11% | +2,549 | New |
| NVWM, LLC | 2,563 | $742.3K | 0.19% | +2,511+4,828.8% | Added |
| Pine Valley Investments Ltd Liability Co | 2,582 | $747.8K | 0.05% | +2,582 | New |
| Raleigh Capital Management Inc. | 2,598 | $752.4K | 0.29% | +2,598 | New |
| Rahlfs Capital, LLC | 2,610 | $755.9K | 0.75% | +2,610 | New |
| Bellecapital International Ltd. | 2,641 | $764.9K | 0.14% | −6,529−71.2% | Reduced |
| Evanson Asset Management, LLC | 2,642 | $765.2K | 0.05% | −358−11.9% | Reduced |
| Heritage Wealth Advisors | 2,653 | $768.4K | 0.04% | +2,653 | New |
| Unique Wealth Strategies, LLC | 2,670 | $773.3K | 0.34% | +1,000+59.9% | Added |
| Polianta Ltd | 2,700 | $781.0K | 0.37% | −5,100−65.4% | Reduced |
| Garden State Investment Advisory Services LLC | 2,705 | $783.4K | 0.24% | +75+2.9% | Added |
| Curran Financial Partners, LLC | 2,729 | $790.4K | 0.21% | +641+30.7% | Added |
| HB Wealth Management, LLC | 2,737 | $797.0K | 0.01% | +858+45.7% | Added |
| D.A. Davidson & Co. | 2,752 | $797.0K | 0.01% | −2,433−46.9% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2,773 | $803.1K | 0.02% | +323+13.2% | Added |
| Signal Advisors Wealth, LLC | 2,779 | $804.7K | 0.09% | +2,779 | New |
| DecisionMap Wealth Management, LLC | 2,813 | $814.7K | 0.65% | +2,813 | New |
| Good Life Advisors, LLC | 2,841 | $822.8K | 0.06% | +2,841 | New |
| Cyndeo Wealth Partners, LLC | 2,854 | $826.6K | 0.06% | +2,854 | New |
| STF Management LP | 2,898 | $839.3K | 0.38% | +2,898 | New |
| Strategic Blueprint, LLC | 2,910 | $842.9K | 0.05% | +777+36.4% | Added |
| Chung Wu Investment Group, LLC | 2,935 | $850.0K | 0.86% | +2,935 | New |
| UBS Oconnor LLC | 2,937 | $850.6K | 0.02% | +2,937 | New |
| National Asset Management, Inc. | 2,945 | $852.9K | 0.03% | +1,423+93.5% | Added |