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 |
|---|---|---|---|---|---|
| Flaharty Asset Management, LLC | 2,955 | $855.8K | 0.12% | −3,875−56.7% | Reduced |
| Requisite Capital Management, LLC | 2,975 | $861.6K | 0.18% | +2,975 | New |
| China Universal Asset Management Co., Ltd. | 2,978 | $862.5K | 0.08% | +2,978 | New |
| Farrell Financial LLC | 2,985 | $864.5K | 0.62% | +489+19.6% | Added |
| Longitude (Cayman) Ltd. | 3,000 | $868.9K | 1.00% | −17,700−85.5% | Reduced |
| Selway Asset Management | 3,000 | $868.9K | 0.34% | +3,000 | New |
| Telligent Fund, LP | 3,000 | $868.9K | 0.83% | +3,000 | New |
| ParaFi Capital LP | 3,001 | $869.1K | 0.21% | +3,001 | New |
| Gilman Hill Asset Management, LLC | 3,003 | $869.7K | 0.15% | +1,003+50.1% | Added |
| Masso Torrence Wealth Management Inc. | 3,055 | $884.8K | 0.46% | +55+1.8% | Added |
| Bokf, NA | 2,700 | $885.4K | 0.01% | +2,700 | New |
| Commerce Bank | 3,064 | $887.4K | 0.01% | +579+23.3% | Added |
| BNC Wealth Management, LLC | 3,099 | $897.6K | 0.30% | +3,099 | New |
| PFG Investments, LLC | 3,108 | $900.1K | 0.06% | +3,108 | New |
| Pennsylvania Capital Management Inc | 3,110 | $900.7K | 0.31% | +3,110 | New |
| Fisher Asset Management, LLC | 3,122 | $904.4K | 0.00% | +3,122 | New |
| 111 Capital | 3,130 | $906.5K | 0.19% | +3,130 | New |
| Citrine Capital LLC | 3,140 | $909.4K | 0.67% | +3,140 | New |
| Lido Advisors, LLC | 3,156 | $914.0K | 0.01% | +903+40.1% | Added |
| Ethos Financial Group, LLC | 3,157 | $914.3K | 0.12% | +1,117+54.8% | Added |
| Means Investment Co., Inc. | 3,159 | $914.8K | 0.10% | +67+2.2% | Added |
| Impact Partnership Wealth, LLC | 3,167 | $917.2K | 0.19% | +3,167 | New |
| Polymer Capital Management (HK) LTD | 3,200 | $926.8K | 0.16% | −4,900−60.5% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 2,505 | $930.2K | 0.01% | +2,505 | New |
| Abound Financial, LLC | 3,218 | $932.0K | 0.47% | +3,218 | New |
| Johnson Investment Counsel Inc | 3,220 | $932.6K | 0.01% | +3,220 | New |
| Nwam LLC | 3,257 | $943.3K | 0.06% | −1,965−37.6% | Reduced |
| Glenmede Trust Co NA | 3,289 | $952.6K | 0.00% | +143+4.5% | Added |
| Ballentine Partners, LLC | 3,322 | $962.1K | 0.02% | +202+6.5% | Added |
| Empowered Funds, LLC | 3,326 | $963.3K | 0.01% | +716+27.4% | Added |
| Finivi Inc. | 3,335 | $965.9K | 0.77% | +1,370+69.7% | Added |
| Ossiam | 3,343 | $968.2K | 0.02% | +167+5.3% | Added |
| MetLife Investment Management | 3,350 | $970.2K | 0.01% | +158+4.9% | Added |
| EP Wealth Advisors, LLC | 3,359 | $972.7K | 0.01% | +929+38.2% | Added |
| First Foundation Advisors | 3,377 | $978.0K | 0.04% | +127+3.9% | Added |
| Oxler Private Wealth LLC | 3,426 | $992.2K | 0.33% | +1,086+46.4% | Added |
| Kovitz Investment Group Partners, LLC | 3,428 | $993.1K | 0.00% | +878+34.4% | Added |
| Tudor Investment Corp Et Al | 3,439 | $996.0K | 0.01% | −147,343−97.7% | Reduced |
| UniSuper Management Pty Ltd | 3,500 | $1.01M | 0.01% | −1,417−28.8% | Reduced |
| Beacon Capital Management, LLC | 3,520 | $1.02M | 0.13% | +3,520 | New |
| Prudential PLC | 3,559 | $1.03M | 0.01% | +929+35.3% | Added |
| Wellington Management Group LLP | 3,565 | $1.03M | 0.00% | −3,162−47.0% | Reduced |
| Wealth Management Partners, LLC | 3,570 | $1.03M | 0.45% | −720−16.8% | Reduced |
| Metis Global Partners, LLC | 3,573 | $1.03M | 0.03% | +1,573+78.6% | Added |
| Vestcor Inc | 3,580 | $1.04M | 0.03% | +484+15.6% | Added |
| Pinnacle Family Advisors, LLC | 3,620 | $1.05M | 0.51% | +3,620 | New |
| Colony Group, LLC | 3,630 | $1.05M | 0.00% | +980+37.0% | Added |
| Parallel Advisors, LLC | 3,637 | $1.05M | 0.02% | +2,516+224.4% | Added |
| Quantinno Capital Management LP | 3,642 | $1.06M | 0.01% | +1,968+117.6% | Added |
| Magnus Financial Group LLC | 3,683 | $1.07M | 0.10% | −397−9.7% | Reduced |
| Prelude Capital Management, LLC | 3,750 | $1.09M | 0.09% | +3,750 | New |
| Arkadios Wealth Advisors | 3,754 | $1.09M | 0.06% | +894+31.3% | Added |
| Brown Advisory Inc | 3,798 | $1.10M | 0.00% | +2,098+123.4% | Added |
| QRG Capital Management, Inc. | 3,829 | $1.11M | 0.01% | +2,081+119.1% | Added |
| AlTi Global, Inc. | 2,800 | $1.11M | 0.03% | +2,800 | New |
| Bonfire Financial | 3,877 | $1.12M | 1.02% | +3,877 | New |
| CTC Alternative Strategies, Ltd. | 3,884 | $1.12M | 1.46% | +3,884 | New |
| MAI Capital Management | 3,958 | $1.15M | 0.01% | +2,173+121.7% | Added |
| Eqis Capital Management, Inc. | 4,001 | $1.16M | 0.10% | −370−8.5% | Reduced |
| HighPoint Advisor Group LLC | 3,637 | $1.16M | 0.06% | +1,170+47.4% | Added |
| Close Asset Management Ltd | 4,060 | $1.18M | 0.03% | 00.0% | Unchanged |
| Verus Capital Partners, LLC | 4,121 | $1.19M | 0.11% | −640−13.4% | Reduced |
| Souders Financial Advisors | 4,129 | $1.20M | 0.17% | −877−17.5% | Reduced |
| B & T Capital Management DBA Alpha Capital Management | 4,271 | $1.24M | 0.23% | −3,639−46.0% | Reduced |
| SRN Advisors, LLC | 4,279 | $1.24M | 1.10% | −12,100−73.9% | Reduced |
| Bayesian Capital Management, LP | 4,297 | $1.24M | 0.15% | +4,297 | New |
| Aviso Wealth Management | 4,330 | $1.25M | 0.64% | −8,670−66.7% | Reduced |
| Lifeworks Advisors, LLC | 4,347 | $1.26M | 0.23% | +3,011+225.4% | Added |
| AdvisorNet Financial, Inc | 4,381 | $1.27M | 0.11% | −1,199−21.5% | Reduced |
| Keybank National Association | 4,390 | $1.27M | 0.00% | +4,390 | New |
| Concurrent Investment Advisors, LLC | 4,465 | $1.29M | 0.04% | +842+23.2% | Added |
| Illinois Municipal Retirement Fund | 4,530 | $1.31M | 0.02% | 00.0% | Unchanged |
| ING Groep NV | 4,557 | $1.32M | 0.01% | +4,557 | New |
| Stonegate Investment Group, LLC | 4,626 | $1.34M | 0.04% | +706+18.0% | Added |
| LCM Capital Management Inc | 4,641 | $1.34M | 0.76% | −17,989−79.5% | Reduced |
| Silvercrest Asset Management Group LLC | 4,705 | $1.36M | 0.01% | +515+12.3% | Added |
| Chesapeake Capital Corp | 4,712 | $1.36M | 1.39% | −21−0.4% | Reduced |
| Evexia Wealth LLC | 4,225 | $1.38M | 0.47% | +2,097+98.5% | Added |
| Navellier & Associates Inc | 4,798 | $1.39M | 0.17% | +1,159+31.8% | Added |
| Integrated Wealth Concepts LLC | 4,811 | $1.39M | 0.02% | +4,811 | New |
| Capital International Ltd | 4,840 | $1.40M | 0.06% | +4,840 | New |
| Greenleaf Trust | 4,843 | $1.40M | 0.01% | +3,586+285.3% | Added |
| Pinnacle Associates Ltd | 4,860 | $1.41M | 0.02% | +1,953+67.2% | Added |
| Great Lakes Advisors, LLC | 4,864 | $1.41M | 0.01% | −28−0.6% | Reduced |
| Everence Capital Management Inc | 4,880 | $1.41M | 0.09% | +4,880 | New |
| Vident Advisory, LLC | 4,900 | $1.42M | 0.02% | −1,578−24.4% | Reduced |
| Keebeck Wealth Management, LLC | 4,918 | $1.42M | 0.21% | +2,123+76.0% | Added |
| BlueCrest Capital Management Ltd | 4,942 | $1.43M | 0.08% | +4,942 | New |
| Diversify Wealth Management, LLC | 4,387 | $1.44M | 0.11% | +4,387 | New |
| Assenagon Asset Management S.A. | 4,988 | $1.44M | 0.00% | +2,423+94.5% | Added |
| Centaurus Financial, Inc. | 4,998 | $1.45M | 0.09% | +2,966+146.0% | Added |
| Claro Advisors LLC | 5,028 | $1.46M | 0.20% | −32−0.6% | Reduced |
| Wealthcare Advisory Partners LLC | 5,067 | $1.47M | 0.04% | +1,216+31.6% | Added |
| Change Path, LLC | 5,082 | $1.47M | 0.05% | +62+1.2% | Added |
| Boston Private Wealth LLC | 5,094 | $1.48M | 0.03% | +5,094 | New |
| Wallace Hart LLC | 5,102 | $1.48M | 1.18% | +2,102+70.1% | Added |
| J.W. Cole Advisors, Inc. | 5,131 | $1.49M | 0.06% | +1,181+29.9% | Added |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 5,143 | $1.49M | 0.12% | +828+19.2% | Added |
| Matauro, LLC | 5,202 | $1.51M | 0.33% | +5,202 | New |
| RSM US Wealth Management LLC | 5,108 | $1.51M | 0.02% | +879+20.8% | Added |