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 |
|---|---|---|---|---|---|
| Harvest Fund Management Co., Ltd | 10,770 | $3.12M | 0.14% | +10,314+2,261.8% | Added |
| Edgestream Partners, L.P. | 10,793 | $3.13M | 0.13% | +6,719+164.9% | Added |
| Oppenheimer & Co Inc | 10,801 | $3.13M | 0.05% | +9,390+665.5% | Added |
| Chicago Partners Investment Group LLC | 9,468 | $3.14M | 0.10% | +1,106+13.2% | Added |
| Swiss Life Asset Management Ltd | 11,048 | $3.20M | 0.02% | +7,809+241.1% | Added |
| Cerity Partners LLC | 11,743 | $3.31M | 0.01% | +5,573+90.3% | Added |
| Twinbeech Capital LP | 11,637 | $3.37M | 0.06% | +11,637 | New |
| Banco Bilbao Vizcaya Argentaria, S.A. | 10,840 | $3.37M | 0.04% | −3,323−23.5% | Reduced |
| Andar Capital Management HK Ltd | 11,700 | $3.39M | 4.37% | −13,300−53.2% | Reduced |
| Apollon Wealth Management, LLC | 11,705 | $3.39M | 0.08% | −7,686−39.6% | Reduced |
| CIBC World Markets Inc. | 11,733 | $3.40M | 0.01% | +551+4.9% | Added |
| CAP Partners, LLC | 11,750 | $3.40M | 2.40% | +3,906+49.8% | Added |
| US Bancorp | 11,837 | $3.43M | 0.00% | +7,582+178.2% | Added |
| JustInvest LLC | 11,884 | $3.44M | 0.05% | +2,598+28.0% | Added |
| DRW Securities, LLC | 11,893 | $3.44M | 0.23% | +7,244+155.8% | Added |
| SEI Investments Co | 11,972 | $3.47M | 0.00% | +3,376+39.3% | Added |
| Candriam Luxembourg S.C.A. | 12,065 | $3.49M | 0.02% | +3,573+42.1% | Added |
| Ameritas Advisory Services, LLC | 12,126 | $3.51M | 0.12% | +9,452+353.5% | Added |
| Stratos Wealth Partners, LTD. | 12,211 | $3.54M | 0.05% | −1,737−12.5% | Reduced |
| NEOS Investment Management LLC | 12,224 | $3.54M | 0.08% | +12,224 | New |
| Financial Advocates Investment Management | 12,322 | $3.57M | 0.20% | −611−4.7% | Reduced |
| CIBC World Markets Corp | 12,336 | $3.57M | 0.02% | +3,145+34.2% | Added |
| M&T Bank Corp | 12,481 | $3.62M | 0.01% | +1,026+9.0% | Added |
| Capstone Investment Advisors, LLC | 12,590 | $3.65M | 0.04% | −8,380−40.0% | Reduced |
| Thrivent Financial for Lutherans | 11,794 | $3.69M | 0.01% | +6,384+118.0% | Added |
| Thompson David Blair | 12,874 | $3.73M | 2.72% | +12,874 | New |
| Schroder Investment Management Group | 12,491 | $3.78M | 0.00% | +1,030+9.0% | Added |
| Allianz Asset Management GmbH | 13,136 | $3.80M | 0.01% | +9,963+314.0% | Added |
| Tredje AP-fonden | 13,150 | $3.81M | 0.03% | −13,150−50.0% | Reduced |
| Corebridge Financial, Inc. | 13,164 | $3.81M | 0.02% | +11,882+926.8% | Added |
| Spire Wealth Management | 13,184 | $3.82M | 0.12% | −2,946−18.3% | Reduced |
| Paradigm Financial Partners, LLC | 13,203 | $3.82M | 0.48% | +9+0.1% | Added |
| Janus Henderson Group PLC | 13,200 | $3.82M | 0.00% | +1,500+12.8% | Added |
| Jefferies Financial Group Inc. | 13,319 | $3.86M | 0.04% | +13,319 | New |
| Louisiana State Employees Retirement System | 13,400 | $3.88M | 0.07% | +13,400 | New |
| Brookstone Capital Management | 13,429 | $3.89M | 0.06% | +3,303+32.6% | Added |
| Golden State Wealth Management, LLC | 13,441 | $3.89M | 0.58% | +13,441 | New |
| Pacer Advisors, Inc. | 13,442 | $3.89M | 0.01% | +10,262+322.7% | Added |
| Mackenzie Financial Corp | 13,460 | $3.90M | 0.01% | +5,639+72.1% | Added |
| D. E. Shaw & Co., Inc. | 13,500 | $3.91M | 0.00% | +13,500 | New |
| X-Square Capital, LLC | 13,605 | $3.94M | 1.62% | +1,405+11.5% | Added |
| Profund Advisors LLC | 13,729 | $3.98M | 0.15% | +13,729 | New |
| AMF Pensionsforsakring AB | 13,790 | $3.99M | 0.03% | +13,790 | New |
| Franklin Resources Inc | 13,891 | $4.02M | 0.00% | +9,643+227.0% | Added |
| Perigon Wealth Management, LLC | 11,023 | $4.05M | 0.10% | +665+6.4% | Added |
| TB Alternative Assets Ltd. | 14,085 | $4.08M | 1.05% | −92,850−86.8% | Reduced |
| Pathstone Holdings, LLC | 14,198 | $4.11M | 0.02% | +3,174+28.8% | Added |
| Secure Asset Management, LLC | 14,755 | $4.27M | 0.65% | −1,718−10.4% | Reduced |
| Equitable Holdings, Inc. | 14,806 | $4.29M | 0.04% | +11+0.1% | Added |
| Global Retirement Partners, LLC | 14,832 | $4.30M | 0.12% | −452−3.0% | Reduced |
| Tobam | 14,928 | $4.32M | 1.32% | +11,489+334.1% | Added |
| Rathbone Brothers plc | 15,076 | $4.37M | 0.02% | +4,511+42.7% | Added |
| CAPROCK Group, Inc. | 15,128 | $4.38M | 0.14% | +15,128 | New |
| AQR Capital Management LLC | 15,156 | $4.39M | 0.01% | +6,448+74.0% | Added |
| Blair William & Co | 15,158 | $4.39M | 0.01% | +2,523+20.0% | Added |
| Nordea Investment Management AB | 14,505 | $4.39M | 0.00% | +3,255+28.9% | Added |
| SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co | 15,202 | $4.40M | 4.33% | +15,202 | New |
| Capital Group Private Client Services, Inc. | 15,213 | $4.41M | 0.04% | −1,042−6.4% | Reduced |
| Gulf International Bank (UK) Ltd | 15,233 | $4.41M | 0.11% | +2,931+23.8% | Added |
| Miller Value Partners, LLC | 15,250 | $4.42M | 1.89% | −35,000−69.7% | Reduced |
| Achmea Investment Management B.V. | 15,266 | $4.42M | 0.07% | +3,053+25.0% | Added |
| Atria Wealth Solutions, Inc. | 15,791 | $4.57M | 0.05% | +3,626+29.8% | Added |
| CWM, LLC | 15,878 | $4.60M | 0.02% | +1,499+10.4% | Added |
| Envestnet Asset Management Inc | 15,907 | $4.61M | 0.00% | −15,755−49.8% | Reduced |
| Credit Agricole S A | 16,012 | $4.64M | 0.02% | +8,951+126.8% | Added |
| Synergy Financial Management, LLC | 19,384 | $4.64M | 0.36% | +10,473+117.5% | Added |
| Sanctuary Advisors, LLC | 13,945 | $4.74M | 0.03% | −497−3.4% | Reduced |
| Sloy Dahl & Holst, LLC | 16,413 | $4.75M | 0.60% | +16,413 | New |
| Bleakley Financial Group, LLC | 16,761 | $4.85M | 0.15% | +7,713+85.2% | Added |
| Vista Investment Partners II, LLC | 16,962 | $4.91M | 2.90% | +16,962 | New |
| Tower Research Capital LLC (TRC) | 17,142 | $4.96M | 0.10% | +10,755+168.4% | Added |
| Elo Mutual Pension Insurance Co | 17,160 | $4.97M | 0.11% | +3,149+22.5% | Added |
| FORA Capital, LLC | 17,212 | $4.98M | 0.57% | −32,177−65.2% | Reduced |
| Coastal Investment Advisors, Inc. | 14,762 | $5.01M | 2.05% | +2,456+20.0% | Added |
| CIBC Private Wealth Group, LLC | 15,486 | $5.14M | 0.01% | +10,397+204.3% | Added |
| HHM Wealth Advisors, LLC | 17,844 | $5.17M | 0.70% | +9,884+124.2% | Added |
| Patriot Investment Management Inc. | 18,032 | $5.22M | 0.39% | +5,522+44.1% | Added |
| Public Employees Retirement Association of Colorado | 18,280 | $5.29M | 0.02% | +2,460+15.5% | Added |
| Xponance, Inc. | 18,541 | $5.37M | 0.05% | +4,280+30.0% | Added |
| Brinker Capital Investments, LLC | 19,291 | $5.59M | 0.06% | +13,938+260.4% | Added |
| Orion Portfolio Solutions, LLC | 19,291 | $5.59M | 0.06% | +13,938+260.4% | Added |
| Balyasny Asset Management LLC | 19,431 | $5.63M | 0.01% | −52,182−72.9% | Reduced |
| iA Global Asset Management Inc. | 19,725 | $5.71M | 0.10% | +19,725 | New |
| IFP Advisors, Inc | 20,752 | $6.01M | 0.20% | −1,657−7.4% | Reduced |
| Nisa Investment Advisors, LLC | 21,840 | $6.33M | 0.02% | +17,870+450.1% | Added |
| Heritage Investors Management Corp | 22,220 | $6.43M | 0.21% | −100−0.4% | Reduced |
| Shelton Capital Management | 22,458 | $6.50M | 0.16% | +22,458 | New |
| Finer Wealth Management, Inc. | 22,465 | $6.51M | 3.73% | +22,465 | New |
| Collar Capital Management, LLC | 22,684 | $6.57M | 5.47% | +22,684 | New |
| EverSource Wealth Advisors, LLC | 22,716 | $6.58M | 0.37% | −2,848−11.1% | Reduced |
| IHT Wealth Management, LLC | 23,472 | $6.80M | 0.22% | −4,251−15.3% | Reduced |
| Comerica Bank | 23,639 | $6.85M | 0.03% | +19,390+456.3% | Added |
| GTS Securities LLC | 23,736 | $6.87M | 0.33% | −6,664−21.9% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 23,942 | $6.93M | 0.07% | +23,942 | New |
| Optiver Holding B.V. | 23,980 | $6.95M | 0.22% | +23,980 | New |
| Accuvest Global Advisors | 24,352 | $7.05M | 9.87% | −51,957−68.1% | Reduced |
| American Century Companies Inc | 24,415 | $7.07M | 0.00% | +1,667+7.3% | Added |
| Leonteq Securities AG | 24,634 | $7.13M | 0.70% | −25,746−51.1% | Reduced |
| Clarity Capital Partners LLC | 25,115 | $7.27M | 3.77% | +13,817+122.3% | Added |
| EagleClaw Capital Managment, LLC | 26,435 | $7.66M | 1.21% | −1,005−3.7% | Reduced |