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 |
|---|---|---|---|---|---|
| Tokio Marine Asset Management Co Ltd | 5,310 | $1.54M | 0.05% | +5,310 | New |
| Sterling Investment Advisors, Ltd. | 5,380 | $1.56M | 0.38% | +50+0.9% | Added |
| Delta Investment Management, LLC | 5,380 | $1.56M | 0.30% | +1,476+37.8% | Added |
| Evergreen Wealth Solutions, LLC | 5,400 | $1.56M | 1.09% | 00.0% | Unchanged |
| Allstate Corp | 5,400 | $1.56M | 0.05% | +5,400 | New |
| The PNC Financial Services Group, Inc. | 5,505 | $1.59M | 0.00% | +2,356+74.8% | Added |
| Dynamic Advisor Solutions LLC | 5,519 | $1.60M | 0.07% | −2,262−29.1% | Reduced |
| Covenant Asset Management, LLC | 5,550 | $1.61M | 0.36% | +5,550 | New |
| Comprehensive Financial Consultants Institutional, Inc. | 5,586 | $1.62M | 0.59% | +1,206+27.5% | Added |
| Sovran Advisors, LLC | 4,768 | $1.63M | 0.23% | +4,768 | New |
| Walleye Capital LLC | 5,702 | $1.65M | 0.02% | +1,880+49.2% | Added |
| Sigma Planning Corp | 5,717 | $1.66M | 0.05% | +1,219+27.1% | Added |
| Warren Averett Asset Management, LLC | 5,746 | $1.66M | 0.03% | −8−0.1% | Reduced |
| APG Asset Management US Inc. | 5,761 | $1.67M | 0.01% | +5,761 | New |
| Fiduciary Trust Co | 5,763 | $1.67M | 0.02% | −4,997−46.4% | Reduced |
| Geneos Wealth Management Inc. | 5,785 | $1.68M | 0.06% | −1,256−17.8% | Reduced |
| Ameritas Investment Partners, Inc. | 5,822 | $1.69M | 0.05% | +5,822 | New |
| Perennial Investment Advisors, LLC | 5,823 | $1.69M | 0.20% | +834+16.7% | Added |
| Sepio Capital, LP | 5,864 | $1.70M | 0.14% | +3,888+196.8% | Added |
| Core Wealth Partners LLC | 5,925 | $1.72M | 0.98% | +525+9.7% | Added |
| Sequoia Financial Advisors, LLC | 5,935 | $1.72M | 0.02% | +1,089+22.5% | Added |
| TownSquare Capital, LLC | 5,950 | $1.72M | 0.02% | +2,076+53.6% | Added |
| Macquarie Group Ltd | 6,007 | $1.73M | 0.00% | −26,603−81.6% | Reduced |
| Banque Transatlantique SA | 183,869 | $1.74M | 0.04% | +183,869 | New |
| Arete Wealth Advisors, LLC | 5,999 | $1.74M | 0.13% | −4,741−44.1% | Reduced |
| Lake Street Advisors Group, LLC | 6,060 | $1.76M | 0.08% | +1,452+31.5% | Added |
| Pensionmark Financial Group, LLC | 6,098 | $1.77M | 0.05% | +6,098 | New |
| Csenge Advisory Group | 6,194 | $1.79M | 0.10% | +1,674+37.0% | Added |
| Axxcess Wealth Management, LLC | 6,310 | $1.83M | 0.05% | +4,310+215.5% | Added |
| Kingsview Wealth Management, LLC | 6,317 | $1.83M | 0.04% | +2,507+65.8% | Added |
| Newbridge Financial Services Group, Inc. | 6,338 | $1.84M | 0.47% | +6,338 | New |
| Aptus Capital Advisors, LLC | 6,345 | $1.84M | 0.02% | +598+10.4% | Added |
| Titleist Asset Management, LLC | 6,383 | $1.85M | 0.21% | −27−0.4% | Reduced |
| Beacon Pointe Advisors, LLC | 6,400 | $1.85M | 0.02% | −260−3.9% | Reduced |
| Bank of Nova Scotia | 6,435 | $1.86M | 0.00% | −3,952−38.0% | Reduced |
| Hilltop Holdings Inc. | 6,445 | $1.87M | 0.12% | −955−12.9% | Reduced |
| Five Oceans Advisors | 6,445 | $1.87M | 0.86% | +6,445 | New |
| Ambassador Advisors, LLC | 6,530 | $1.89M | 0.32% | −2,470−27.4% | Reduced |
| Farther Finance Advisors, LLC | 6,580 | $1.91M | 0.07% | +2,975+82.5% | Added |
| Capstone Financial Advisors, Inc. | 6,716 | $1.95M | 0.12% | +861+14.7% | Added |
| B. Metzler seel. Sohn & Co. AG | 6,754 | $1.96M | 0.02% | +3,144+87.1% | Added |
| Paul Damon & Associates, Inc. | 6,761 | $1.96M | 1.18% | +100+1.5% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 6,805 | $1.97M | 0.00% | +6,805 | New |
| Dai-Ichi Life Insurance Company, Ltd | 6,925 | $2.01M | 0.06% | +925+15.4% | Added |
| Partners Wealth Management, LLC | 6,940 | $2.01M | 2.29% | +6,940 | New |
| Pinnacle Wealth Management, LLC | 7,140 | $2.07M | 2.30% | +7,140 | New |
| Baird Financial Group, Inc. | 7,199 | $2.08M | 0.00% | +4,654+182.9% | Added |
| Waldron Private Wealth LLC | 7,284 | $2.11M | 0.08% | +3,900+115.2% | Added |
| Engineers Gate Manager LP | 7,349 | $2.13M | 0.04% | −1,860−20.2% | Reduced |
| GWN Securities Inc. | 6,080 | $2.15M | 0.57% | +6,080 | New |
| Strategic Advocates LLC | 7,450 | $2.16M | 0.73% | −1,301−14.9% | Reduced |
| Merit Financial Group, LLC | 7,477 | $2.17M | 0.04% | +1,997+36.4% | Added |
| Magnetar Financial LLC | 7,557 | $2.19M | 0.05% | +7,557 | New |
| Steward Partners Investment Advisory, LLC | 7,668 | $2.22M | 0.02% | +2,674+53.5% | Added |
| Blue Sky Capital Consultants Group, Inc. | 7,683 | $2.23M | 1.34% | +7,683 | New |
| Capital International Sarl | 7,717 | $2.23M | 0.05% | +5,829+308.7% | Added |
| Gladstone Institutional Advisory LLC | 7,817 | $2.26M | 0.11% | +649+9.1% | Added |
| Truist Financial Corp | 7,835 | $2.27M | 0.00% | +3,315+73.3% | Added |
| Prudential Financial Inc | 7,865 | $2.28M | 0.00% | +240+3.1% | Added |
| Lakeview Capital Partners, LLC | 7,872 | $2.28M | 0.50% | +5,143+188.5% | Added |
| Verition Fund Management LLC | 7,897 | $2.29M | 0.01% | +7,897 | New |
| AE Wealth Management LLC | 7,965 | $2.31M | 0.02% | +5,664+246.2% | Added |
| Intech Investment Management LLC | 8,027 | $2.32M | 0.02% | +804+11.1% | Added |
| Captrust Financial Advisors | 8,050 | $2.33M | 0.01% | +3,279+68.7% | Added |
| Ewing Morris & Co. Investment Partners Ltd. | 8,082 | $2.34M | 0.81% | +8,082 | New |
| Stratos Wealth Advisors, LLC | 8,368 | $2.42M | 0.12% | −3,265−28.1% | Reduced |
| Turim 21 Investimentos Ltda. | 7,240 | $2.42M | 0.63% | −350−4.6% | Reduced |
| Legacy Investment Solutions, LLC | 7,464 | $2.44M | 1.61% | +7,464 | New |
| Legacy Wealth Managment, LLC | 7,464 | $2.44M | 1.61% | +7,464 | New |
| Park Avenue Securities LLC | 8,469 | $2.45M | 0.03% | +1,528+22.0% | Added |
| Argent Advisors, Inc. | 8,500 | $2.46M | 0.91% | +8,500 | New |
| StoneX Group Inc. | 8,551 | $2.48M | 0.14% | +8,551 | New |
| Visionary Wealth Advisors | 8,572 | $2.48M | 0.15% | +2,351+37.8% | Added |
| Hel Ved Capital Management Ltd | 8,615 | $2.50M | 0.76% | +8,615 | New |
| Wedbush Securities Inc | 8,673 | $2.51M | 0.09% | +928+12.0% | Added |
| Amalgamated Bank | 8,708 | $2.52M | 0.02% | +336+4.0% | Added |
| Kestra Private Wealth Services, LLC | 8,737 | $2.53M | 0.04% | +3,590+69.7% | Added |
| Federation des caisses Desjardins du Quebec | 8,786 | $2.54M | 0.01% | +1,685+23.7% | Added |
| Utah Retirement Systems | 8,900 | $2.58M | 0.03% | +500+6.0% | Added |
| Maryland State Retirement & Pension System | 8,991 | $2.60M | 0.06% | +30+0.3% | Added |
| Traphagen Investment Advisors LLC | 9,121 | $2.64M | 0.27% | +1,521+20.0% | Added |
| Fred Alger Management, LLC | 9,288 | $2.69M | 0.01% | +9,288 | New |
| Senator Investment Group LP | 9,300 | $2.69M | 0.08% | +9,300 | New |
| Beaird Harris Wealth Management, LLC | 9,300 | $2.69M | 0.23% | +4,660+100.4% | Added |
| Sterling Capital Management LLC | 9,331 | $2.70M | 0.04% | +3,561+61.7% | Added |
| Western Wealth Management, LLC | 9,338 | $2.70M | 0.14% | +1,161+14.2% | Added |
| O'Shaughnessy Asset Management, LLC | 9,384 | $2.72M | 0.02% | +5,644+150.9% | Added |
| APG Asset Management N.V. | 9,760 | $2.73M | 0.01% | +947+10.7% | Added |
| Harbour Investments, Inc. | 9,482 | $2.75M | 0.08% | +1,657+21.2% | Added |
| Harvest Investment Services, LLC | 9,557 | $2.77M | 0.68% | +1,887+24.6% | Added |
| XTX Topco Ltd | 9,561 | $2.77M | 0.23% | −5,430−36.2% | Reduced |
| MTM Investment Management, LLC | 9,604 | $2.78M | 1.07% | −236−2.4% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 9,690 | $2.81M | 0.10% | +850+9.6% | Added |
| Eschler Asset Management LLP | 9,750 | $2.82M | 6.64% | −50,250−83.8% | Reduced |
| Campion Asset Management LLC | 9,940 | $2.88M | 2.17% | 00.0% | Unchanged |
| Cullinan Associates Inc | 10,000 | $2.90M | 0.19% | +5,000+100.0% | Added |
| Manufacturers Life Insurance Company, The | 10,176 | $2.95M | 0.00% | +1,897+22.9% | Added |
| Erste Asset Management GmbH | 9,000 | $2.97M | 0.04% | +9,000 | New |
| Prospera Financial Services Inc | 10,347 | $3.00M | 0.07% | +2,896+38.9% | Added |
| Dakota Wealth Management | 10,444 | $3.02M | 0.07% | −35,705−77.4% | Reduced |