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 |
|---|---|---|---|---|---|
| New York State Common Retirement Fund | 82,050 | $23.8M | 0.03% | −4,800−5.5% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 81,233 | $23.5M | 0.06% | +9,809+13.7% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 78,310 | $22.7M | 0.02% | +56,680+262.0% | Added |
| Mariner, LLC | 77,409 | $22.4M | 0.04% | +23,989+44.9% | Added |
| CI Private Wealth, LLC | 76,779 | $22.2M | 0.04% | +7,735+11.2% | Added |
| Treasurer of the State of North Carolina | 76,640 | $22.2M | 0.09% | +6,010+8.5% | Added |
| Great West Life Assurance Co | 75,691 | $21.9M | 0.04% | +9,475+14.3% | Added |
| Asset Management One Co.,Ltd. | 65,635 | $21.7M | 0.07% | +9,353+16.6% | Added |
| Jump Financial, LLC | 73,792 | $21.4M | 0.45% | −29,289−28.4% | Reduced |
| HRT Financial LP | 73,339 | $21.2M | 0.11% | −27,829−27.5% | Reduced |
| Alliancebernstein L.P. | 71,048 | $20.6M | 0.01% | +671+1.0% | Added |
| Exchange Traded Concepts, LLC | 69,402 | $20.1M | 0.41% | −44,199−38.9% | Reduced |
| Pictet Asset Management Holding SA | 68,946 | $20.0M | 0.02% | +9,437+15.9% | Added |
| Royal London Asset Management Ltd | 68,747 | $19.9M | 0.05% | +9,268+15.6% | Added |
| HighTower Advisors, LLC | 68,535 | $19.8M | 0.03% | +20,331+42.2% | Added |
| State of New Jersey Common Pension Fund D | 67,291 | $19.5M | 0.08% | +8,768+15.0% | Added |
| Rockefeller Capital Management L.P. | 66,518 | $19.3M | 0.05% | +28,211+73.6% | Added |
| Flow Traders U.S. LLC | 66,243 | $19.2M | 0.76% | +66,243 | New |
| Twin Tree Management, LP | 65,926 | $19.1M | 0.46% | +65,926 | New |
| Teilinger Capital Ltd. | 65,000 | $18.8M | 14.34% | +65,000 | New |
| Kestra Advisory Services, LLC | 64,612 | $18.7M | 0.10% | +26,982+71.7% | Added |
| KLP Kapitalforvaltning AS | 61,100 | $17.7M | 0.08% | +61,100 | New |
| Public Employees Retirement System of Ohio | 59,981 | $17.4M | 0.06% | +3,099+5.4% | Added |
| Lansforsakringar Fondforvaltning AB (publ) | 59,388 | $17.2M | 0.10% | +59,388 | New |
| Robeco Institutional Asset Management B.V. | 58,629 | $17.0M | 0.03% | +58,629 | New |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 57,910 | $16.8M | 0.03% | +57,910 | New |
| Ameriprise Financial Inc | 57,772 | $16.7M | 0.00% | −3,126−5.1% | Reduced |
| TD Asset Management Inc | 57,578 | $16.7M | 0.01% | +30,610+113.5% | Added |
| Nomura Asset Management Co Ltd | 56,586 | $16.4M | 0.05% | +13,926+32.6% | Added |
| Neuberger Berman Group LLC | 56,526 | $16.4M | 0.01% | −170,707−75.1% | Reduced |
| Skaana Management L.P. | 54,908 | $15.9M | 5.08% | +39,815+263.8% | Added |
| Moors & Cabot, Inc. | 54,892 | $15.9M | 0.76% | +3,752+7.3% | Added |
| Teacher Retirement System of Texas | 54,453 | $15.8M | 0.06% | +54,453 | New |
| Kingswood Wealth Advisors, LLC | 53,838 | $15.6M | 1.17% | +9,438+21.3% | Added |
| Compass Ion Advisors, LLC | 53,678 | $15.5M | 1.84% | −37,707−41.3% | Reduced |
| Arizona State Retirement System | 53,097 | $15.4M | 0.09% | +7,906+17.5% | Added |
| Independent Advisor Alliance | 52,985 | $15.3M | 0.20% | +13,092+32.8% | Added |
| Resona Asset Management Co.,Ltd. | 51,169 | $15.1M | 0.09% | +4,368+9.3% | Added |
| LMR Partners LLP | 51,922 | $15.0M | 0.26% | +36,922+246.1% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 51,313 | $14.9M | 0.03% | −28,687−35.9% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 50,972 | $14.8M | 0.03% | −5,806−10.2% | Reduced |
| Wealthfront Advisers LLC | 50,289 | $14.6M | 0.04% | +21,906+77.2% | Added |
| Handelsbanken Fonder AB | 48,060 | $13.9M | 0.05% | +8,100+20.3% | Added |
| Mercer Global Advisors Inc | 47,926 | $13.9M | 0.03% | +5,464+12.9% | Added |
| Acorn Financial Advisory Services Inc | 47,579 | $13.8M | 2.27% | −20,723−30.3% | Reduced |
| Nissay Asset Management Corp | 40,845 | $13.5M | 0.08% | +21,797+114.4% | Added |
| Madden Securities Corp | 46,325 | $13.4M | 5.37% | −625−1.3% | Reduced |
| Clear Street LLC | 45,600 | $13.2M | 0.26% | +45,600 | New |
| Galaxy Digital Capital Management GP LLC | 45,434 | $13.2M | 9.62% | +45,434 | New |
| Guggenheim Capital LLC | 44,394 | $12.9M | 0.11% | +41,238+1,306.7% | Added |
| Avantax Advisory Services, Inc. | 44,098 | $12.8M | 0.08% | −2,232−4.8% | Reduced |
| Consolidated Portfolio Review Corp | 43,718 | $12.7M | 2.00% | +43,718 | New |
| Capital Wealth Alliance, LLC | 43,531 | $12.6M | 7.14% | +191+0.4% | Added |
| GWM Advisors LLC | 43,091 | $12.5M | 0.07% | +16,446+61.7% | Added |
| Rakuten Securities, Inc. | 42,783 | $12.4M | 4.88% | +8,512+24.8% | Added |
| KBC Group NV | 41,924 | $12.1M | 0.03% | +16,548+65.2% | Added |
| Mirae Asset Global Investments Co., Ltd. | 36,162 | $11.8M | 0.05% | +36,162 | New |
| CIBC Asset Management Inc | 38,900 | $11.3M | 0.04% | +34,560+796.3% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 38,719 | $11.2M | 0.03% | +7,200+22.8% | Added |
| Traynor Capital Management, Inc. | 38,716 | $11.2M | 0.87% | −11,169−22.4% | Reduced |
| SBI Securities Co., Ltd. | 38,051 | $11.0M | 0.34% | +38,051 | New |
| Generali Asset Management SPA SGR | 37,866 | $11.0M | 0.28% | +37,866 | New |
| Forsta Ap-Fonden | 37,800 | $10.9M | 0.08% | +4,200+12.5% | Added |
| Quadrature Capital Ltd | 37,355 | $10.8M | 0.22% | +37,355 | New |
| Rafferty Asset Management, LLC | 36,833 | $10.7M | 0.04% | +36,833 | New |
| Skandinaviska Enskilda Banken AB (publ) | 35,010 | $10.6M | 0.05% | +3,500+11.1% | Added |
| Hartline Investment Corp | 35,150 | $10.2M | 1.17% | +29,828+560.5% | Added |
| British Columbia Investment Management Corp | 35,040 | $10.1M | 0.06% | +8,717+33.1% | Added |
| IFM Investors Pty Ltd | 34,235 | $9.92M | 0.10% | +1,953+6.0% | Added |
| Nations Financial Group Inc, | 33,820 | $9.79M | 0.72% | +8,096+31.5% | Added |
| Private Advisor Group, LLC | 33,564 | $9.72M | 0.05% | +7,463+28.6% | Added |
| CTC LLC | 33,450 | $9.69M | 0.98% | −47,466−58.7% | Reduced |
| Vontobel Holding Ltd. | 32,713 | $9.47M | 0.03% | +8,003+32.4% | Added |
| DnB Asset Management AS | 32,542 | $9.42M | 0.04% | +5,987+22.5% | Added |
| MML Investors Services, LLC | 32,190 | $9.32M | 0.03% | −28,642−47.1% | Reduced |
| Fiduciary Alliance LLC | 31,014 | $8.98M | 0.91% | +15,143+95.4% | Added |
| Toronto Dominion Bank | 30,706 | $8.89M | 0.02% | +10,897+55.0% | Added |
| Varma Mutual Pension Insurance Co | 30,200 | $8.75M | 0.07% | +30,200 | New |
| GF Fund Management Co. Ltd. | 30,033 | $8.70M | 0.19% | +30,033 | New |
| BI Asset Management Fondsmaeglerselskab A/S | 29,428 | $8.52M | 0.09% | −35,523−54.7% | Reduced |
| Strive Asset Management, LLC | 29,157 | $8.44M | 6.33% | +29,157 | New |
| Penserra Capital Management LLC | 29,026 | $8.41M | 0.15% | −6,357−18.0% | Reduced |
| United Capital Management of KS, Inc. | 28,986 | $8.39M | 1.53% | +6,380+28.2% | Added |
| Pacific Capital Wealth Advisors, Inc | 28,721 | $8.32M | 1.39% | +6,800+31.0% | Added |
| Principal Financial Group Inc | 28,520 | $8.26M | 0.00% | −17,963−38.6% | Reduced |
| Independent Financial Group, LLC | 28,357 | $8.21M | 0.27% | +12,474+78.5% | Added |
| Cresset Asset Management, LLC | 28,159 | $8.16M | 0.04% | −11,993−29.9% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 27,287 | $7.90M | 0.08% | −7,449−21.4% | Reduced |
| Janney Montgomery Scott LLC | 27,024 | $7.83M | 0.02% | −9,981−27.0% | Reduced |
| Russell Investments Group, Ltd. | 26,769 | $7.80M | 0.01% | −2,914−9.8% | Reduced |
| Standard Life Aberdeen plc | 26,784 | $7.76M | 0.01% | −5,037−15.8% | Reduced |
| AXA S.A. | 26,736 | $7.74M | 0.02% | +26,736 | New |
| Daiwa Securities Group Inc. | 26,600 | $7.70M | 0.03% | +12,122+83.7% | Added |
| EagleClaw Capital Managment, LLC | 26,435 | $7.66M | 1.21% | −1,005−3.7% | Reduced |
| Clarity Capital Partners LLC | 25,115 | $7.27M | 3.77% | +13,817+122.3% | Added |
| Leonteq Securities AG | 24,634 | $7.13M | 0.70% | −25,746−51.1% | Reduced |
| American Century Companies Inc | 24,415 | $7.07M | 0.00% | +1,667+7.3% | Added |
| Accuvest Global Advisors | 24,352 | $7.05M | 9.87% | −51,957−68.1% | Reduced |
| Optiver Holding B.V. | 23,980 | $6.95M | 0.22% | +23,980 | New |
| Police & Firemen's Retirement System of New Jersey | 23,942 | $6.93M | 0.07% | +23,942 | New |