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 |
|---|---|---|---|---|---|
| Daiwa Securities Group Inc. | 26,600 | $7.70M | 0.03% | +12,122+83.7% | Added |
| AXA S.A. | 26,736 | $7.74M | 0.02% | +26,736 | New |
| Standard Life Aberdeen plc | 26,784 | $7.76M | 0.01% | −5,037−15.8% | Reduced |
| Russell Investments Group, Ltd. | 26,769 | $7.80M | 0.01% | −2,914−9.8% | Reduced |
| Janney Montgomery Scott LLC | 27,024 | $7.83M | 0.02% | −9,981−27.0% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 27,287 | $7.90M | 0.08% | −7,449−21.4% | Reduced |
| Cresset Asset Management, LLC | 28,159 | $8.16M | 0.04% | −11,993−29.9% | Reduced |
| Independent Financial Group, LLC | 28,357 | $8.21M | 0.27% | +12,474+78.5% | Added |
| Principal Financial Group Inc | 28,520 | $8.26M | 0.00% | −17,963−38.6% | Reduced |
| Pacific Capital Wealth Advisors, Inc | 28,721 | $8.32M | 1.39% | +6,800+31.0% | Added |
| United Capital Management of KS, Inc. | 28,986 | $8.39M | 1.53% | +6,380+28.2% | Added |
| Penserra Capital Management LLC | 29,026 | $8.41M | 0.15% | −6,357−18.0% | Reduced |
| Strive Asset Management, LLC | 29,157 | $8.44M | 6.33% | +29,157 | New |
| BI Asset Management Fondsmaeglerselskab A/S | 29,428 | $8.52M | 0.09% | −35,523−54.7% | Reduced |
| GF Fund Management Co. Ltd. | 30,033 | $8.70M | 0.19% | +30,033 | New |
| Varma Mutual Pension Insurance Co | 30,200 | $8.75M | 0.07% | +30,200 | New |
| Toronto Dominion Bank | 30,706 | $8.89M | 0.02% | +10,897+55.0% | Added |
| Fiduciary Alliance LLC | 31,014 | $8.98M | 0.91% | +15,143+95.4% | Added |
| MML Investors Services, LLC | 32,190 | $9.32M | 0.03% | −28,642−47.1% | Reduced |
| DnB Asset Management AS | 32,542 | $9.42M | 0.04% | +5,987+22.5% | Added |
| Vontobel Holding Ltd. | 32,713 | $9.47M | 0.03% | +8,003+32.4% | Added |
| CTC LLC | 33,450 | $9.69M | 0.98% | −47,466−58.7% | Reduced |
| Private Advisor Group, LLC | 33,564 | $9.72M | 0.05% | +7,463+28.6% | Added |
| Nations Financial Group Inc, | 33,820 | $9.79M | 0.72% | +8,096+31.5% | Added |
| IFM Investors Pty Ltd | 34,235 | $9.92M | 0.10% | +1,953+6.0% | Added |
| British Columbia Investment Management Corp | 35,040 | $10.1M | 0.06% | +8,717+33.1% | Added |
| Hartline Investment Corp | 35,150 | $10.2M | 1.17% | +29,828+560.5% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 35,010 | $10.6M | 0.05% | +3,500+11.1% | Added |
| Rafferty Asset Management, LLC | 36,833 | $10.7M | 0.04% | +36,833 | New |
| Quadrature Capital Ltd | 37,355 | $10.8M | 0.22% | +37,355 | New |
| Forsta Ap-Fonden | 37,800 | $10.9M | 0.08% | +4,200+12.5% | Added |
| Generali Asset Management SPA SGR | 37,866 | $11.0M | 0.28% | +37,866 | New |
| SBI Securities Co., Ltd. | 38,051 | $11.0M | 0.34% | +38,051 | New |
| Traynor Capital Management, Inc. | 38,716 | $11.2M | 0.87% | −11,169−22.4% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 38,719 | $11.2M | 0.03% | +7,200+22.8% | Added |
| CIBC Asset Management Inc | 38,900 | $11.3M | 0.04% | +34,560+796.3% | Added |
| Mirae Asset Global Investments Co., Ltd. | 36,162 | $11.8M | 0.05% | +36,162 | New |
| KBC Group NV | 41,924 | $12.1M | 0.03% | +16,548+65.2% | Added |
| Rakuten Securities, Inc. | 42,783 | $12.4M | 4.88% | +8,512+24.8% | Added |
| GWM Advisors LLC | 43,091 | $12.5M | 0.07% | +16,446+61.7% | Added |
| Capital Wealth Alliance, LLC | 43,531 | $12.6M | 7.14% | +191+0.4% | Added |
| Consolidated Portfolio Review Corp | 43,718 | $12.7M | 2.00% | +43,718 | New |
| Avantax Advisory Services, Inc. | 44,098 | $12.8M | 0.08% | −2,232−4.8% | Reduced |
| Guggenheim Capital LLC | 44,394 | $12.9M | 0.11% | +41,238+1,306.7% | Added |
| Galaxy Digital Capital Management GP LLC | 45,434 | $13.2M | 9.62% | +45,434 | New |
| Clear Street LLC | 45,600 | $13.2M | 0.26% | +45,600 | New |
| Madden Securities Corp | 46,325 | $13.4M | 5.37% | −625−1.3% | Reduced |
| Nissay Asset Management Corp | 40,845 | $13.5M | 0.08% | +21,797+114.4% | Added |
| Acorn Financial Advisory Services Inc | 47,579 | $13.8M | 2.27% | −20,723−30.3% | Reduced |
| Mercer Global Advisors Inc | 47,926 | $13.9M | 0.03% | +5,464+12.9% | Added |
| Handelsbanken Fonder AB | 48,060 | $13.9M | 0.05% | +8,100+20.3% | Added |
| Wealthfront Advisers LLC | 50,289 | $14.6M | 0.04% | +21,906+77.2% | Added |
| Wealth Enhancement Advisory Services, LLC | 50,972 | $14.8M | 0.03% | −5,806−10.2% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 51,313 | $14.9M | 0.03% | −28,687−35.9% | Reduced |
| LMR Partners LLP | 51,922 | $15.0M | 0.26% | +36,922+246.1% | Added |
| Resona Asset Management Co.,Ltd. | 51,169 | $15.1M | 0.09% | +4,368+9.3% | Added |
| Independent Advisor Alliance | 52,985 | $15.3M | 0.20% | +13,092+32.8% | Added |
| Arizona State Retirement System | 53,097 | $15.4M | 0.09% | +7,906+17.5% | Added |
| Compass Ion Advisors, LLC | 53,678 | $15.5M | 1.84% | −37,707−41.3% | Reduced |
| Kingswood Wealth Advisors, LLC | 53,838 | $15.6M | 1.17% | +9,438+21.3% | Added |
| Teacher Retirement System of Texas | 54,453 | $15.8M | 0.06% | +54,453 | New |
| Moors & Cabot, Inc. | 54,892 | $15.9M | 0.76% | +3,752+7.3% | Added |
| Skaana Management L.P. | 54,908 | $15.9M | 5.08% | +39,815+263.8% | Added |
| Neuberger Berman Group LLC | 56,526 | $16.4M | 0.01% | −170,707−75.1% | Reduced |
| Nomura Asset Management Co Ltd | 56,586 | $16.4M | 0.05% | +13,926+32.6% | Added |
| TD Asset Management Inc | 57,578 | $16.7M | 0.01% | +30,610+113.5% | Added |
| Ameriprise Financial Inc | 57,772 | $16.7M | 0.00% | −3,126−5.1% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 57,910 | $16.8M | 0.03% | +57,910 | New |
| Robeco Institutional Asset Management B.V. | 58,629 | $17.0M | 0.03% | +58,629 | New |
| Lansforsakringar Fondforvaltning AB (publ) | 59,388 | $17.2M | 0.10% | +59,388 | New |
| Public Employees Retirement System of Ohio | 59,981 | $17.4M | 0.06% | +3,099+5.4% | Added |
| KLP Kapitalforvaltning AS | 61,100 | $17.7M | 0.08% | +61,100 | New |
| Kestra Advisory Services, LLC | 64,612 | $18.7M | 0.10% | +26,982+71.7% | Added |
| Teilinger Capital Ltd. | 65,000 | $18.8M | 14.34% | +65,000 | New |
| Twin Tree Management, LP | 65,926 | $19.1M | 0.46% | +65,926 | New |
| Flow Traders U.S. LLC | 66,243 | $19.2M | 0.76% | +66,243 | New |
| Rockefeller Capital Management L.P. | 66,518 | $19.3M | 0.05% | +28,211+73.6% | Added |
| State of New Jersey Common Pension Fund D | 67,291 | $19.5M | 0.08% | +8,768+15.0% | Added |
| HighTower Advisors, LLC | 68,535 | $19.8M | 0.03% | +20,331+42.2% | Added |
| Royal London Asset Management Ltd | 68,747 | $19.9M | 0.05% | +9,268+15.6% | Added |
| Pictet Asset Management Holding SA | 68,946 | $20.0M | 0.02% | +9,437+15.9% | Added |
| Exchange Traded Concepts, LLC | 69,402 | $20.1M | 0.41% | −44,199−38.9% | Reduced |
| Alliancebernstein L.P. | 71,048 | $20.6M | 0.01% | +671+1.0% | Added |
| HRT Financial LP | 73,339 | $21.2M | 0.11% | −27,829−27.5% | Reduced |
| Jump Financial, LLC | 73,792 | $21.4M | 0.45% | −29,289−28.4% | Reduced |
| Asset Management One Co.,Ltd. | 65,635 | $21.7M | 0.07% | +9,353+16.6% | Added |
| Great West Life Assurance Co | 75,691 | $21.9M | 0.04% | +9,475+14.3% | Added |
| Treasurer of the State of North Carolina | 76,640 | $22.2M | 0.09% | +6,010+8.5% | Added |
| CI Private Wealth, LLC | 76,779 | $22.2M | 0.04% | +7,735+11.2% | Added |
| Mariner, LLC | 77,409 | $22.4M | 0.04% | +23,989+44.9% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 78,310 | $22.7M | 0.02% | +56,680+262.0% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 81,233 | $23.5M | 0.06% | +9,809+13.7% | Added |
| New York State Common Retirement Fund | 82,050 | $23.8M | 0.03% | −4,800−5.5% | Reduced |
| Group One Trading, L.P. | 82,866 | $24.0M | 0.82% | +82,866 | New |
| Kapstone Financial Advisors LLC | 70,452 | $24.0M | 12.83% | +161+0.2% | Added |
| Korea Investment CORP | 84,416 | $24.4M | 0.06% | +49,936+144.8% | Added |
| Danske Bank A/S | 86,282 | $25.0M | 0.07% | +20,777+31.7% | Added |
| EULAV Asset Management | 86,500 | $25.1M | 0.60% | −51,500−37.3% | Reduced |
| Wolverine Trading, LLC | 84,460 | $25.6M | 0.58% | +57,898+218.0% | Added |
| Raymond James Financial Inc | 92,780 | $26.9M | 0.01% | +92,780 | New |