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 |
|---|---|---|---|---|---|
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 9,690 | $2.81M | 0.10% | +850+9.6% | Added |
| MTM Investment Management, LLC | 9,604 | $2.78M | 1.07% | −236−2.4% | Reduced |
| XTX Topco Ltd | 9,561 | $2.77M | 0.23% | −5,430−36.2% | Reduced |
| Harvest Investment Services, LLC | 9,557 | $2.77M | 0.68% | +1,887+24.6% | Added |
| Harbour Investments, Inc. | 9,482 | $2.75M | 0.08% | +1,657+21.2% | Added |
| APG Asset Management N.V. | 9,760 | $2.73M | 0.01% | +947+10.7% | Added |
| O'Shaughnessy Asset Management, LLC | 9,384 | $2.72M | 0.02% | +5,644+150.9% | Added |
| Western Wealth Management, LLC | 9,338 | $2.70M | 0.14% | +1,161+14.2% | Added |
| Sterling Capital Management LLC | 9,331 | $2.70M | 0.04% | +3,561+61.7% | Added |
| Beaird Harris Wealth Management, LLC | 9,300 | $2.69M | 0.23% | +4,660+100.4% | Added |
| Senator Investment Group LP | 9,300 | $2.69M | 0.08% | +9,300 | New |
| Fred Alger Management, LLC | 9,288 | $2.69M | 0.01% | +9,288 | New |
| Traphagen Investment Advisors LLC | 9,121 | $2.64M | 0.27% | +1,521+20.0% | Added |
| Maryland State Retirement & Pension System | 8,991 | $2.60M | 0.06% | +30+0.3% | Added |
| Utah Retirement Systems | 8,900 | $2.58M | 0.03% | +500+6.0% | Added |
| Federation des caisses Desjardins du Quebec | 8,786 | $2.54M | 0.01% | +1,685+23.7% | Added |
| Kestra Private Wealth Services, LLC | 8,737 | $2.53M | 0.04% | +3,590+69.7% | Added |
| Amalgamated Bank | 8,708 | $2.52M | 0.02% | +336+4.0% | Added |
| Wedbush Securities Inc | 8,673 | $2.51M | 0.09% | +928+12.0% | Added |
| Hel Ved Capital Management Ltd | 8,615 | $2.50M | 0.76% | +8,615 | New |
| Visionary Wealth Advisors | 8,572 | $2.48M | 0.15% | +2,351+37.8% | Added |
| StoneX Group Inc. | 8,551 | $2.48M | 0.14% | +8,551 | New |
| Argent Advisors, Inc. | 8,500 | $2.46M | 0.91% | +8,500 | New |
| Park Avenue Securities LLC | 8,469 | $2.45M | 0.03% | +1,528+22.0% | Added |
| 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 |
| Turim 21 Investimentos Ltda. | 7,240 | $2.42M | 0.63% | −350−4.6% | Reduced |
| Stratos Wealth Advisors, LLC | 8,368 | $2.42M | 0.12% | −3,265−28.1% | Reduced |
| Ewing Morris & Co. Investment Partners Ltd. | 8,082 | $2.34M | 0.81% | +8,082 | New |
| Captrust Financial Advisors | 8,050 | $2.33M | 0.01% | +3,279+68.7% | Added |
| Intech Investment Management LLC | 8,027 | $2.32M | 0.02% | +804+11.1% | Added |
| AE Wealth Management LLC | 7,965 | $2.31M | 0.02% | +5,664+246.2% | Added |
| Verition Fund Management LLC | 7,897 | $2.29M | 0.01% | +7,897 | New |
| Lakeview Capital Partners, LLC | 7,872 | $2.28M | 0.50% | +5,143+188.5% | Added |
| Prudential Financial Inc | 7,865 | $2.28M | 0.00% | +240+3.1% | Added |
| Truist Financial Corp | 7,835 | $2.27M | 0.00% | +3,315+73.3% | Added |
| Gladstone Institutional Advisory LLC | 7,817 | $2.26M | 0.11% | +649+9.1% | Added |
| Capital International Sarl | 7,717 | $2.23M | 0.05% | +5,829+308.7% | Added |
| Blue Sky Capital Consultants Group, Inc. | 7,683 | $2.23M | 1.34% | +7,683 | New |
| Steward Partners Investment Advisory, LLC | 7,668 | $2.22M | 0.02% | +2,674+53.5% | Added |
| Magnetar Financial LLC | 7,557 | $2.19M | 0.05% | +7,557 | New |
| Merit Financial Group, LLC | 7,477 | $2.17M | 0.04% | +1,997+36.4% | Added |
| Strategic Advocates LLC | 7,450 | $2.16M | 0.73% | −1,301−14.9% | Reduced |
| GWN Securities Inc. | 6,080 | $2.15M | 0.57% | +6,080 | New |
| Engineers Gate Manager LP | 7,349 | $2.13M | 0.04% | −1,860−20.2% | Reduced |
| Waldron Private Wealth LLC | 7,284 | $2.11M | 0.08% | +3,900+115.2% | Added |
| Baird Financial Group, Inc. | 7,199 | $2.08M | 0.00% | +4,654+182.9% | Added |
| Pinnacle Wealth Management, LLC | 7,140 | $2.07M | 2.30% | +7,140 | New |
| Partners Wealth Management, LLC | 6,940 | $2.01M | 2.29% | +6,940 | New |
| Dai-Ichi Life Insurance Company, Ltd | 6,925 | $2.01M | 0.06% | +925+15.4% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 6,805 | $1.97M | 0.00% | +6,805 | New |
| Paul Damon & Associates, Inc. | 6,761 | $1.96M | 1.18% | +100+1.5% | Added |
| B. Metzler seel. Sohn & Co. AG | 6,754 | $1.96M | 0.02% | +3,144+87.1% | Added |
| Capstone Financial Advisors, Inc. | 6,716 | $1.95M | 0.12% | +861+14.7% | Added |
| Farther Finance Advisors, LLC | 6,580 | $1.91M | 0.07% | +2,975+82.5% | Added |
| Ambassador Advisors, LLC | 6,530 | $1.89M | 0.32% | −2,470−27.4% | 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 |
| Bank of Nova Scotia | 6,435 | $1.86M | 0.00% | −3,952−38.0% | Reduced |
| Beacon Pointe Advisors, LLC | 6,400 | $1.85M | 0.02% | −260−3.9% | Reduced |
| Titleist Asset Management, LLC | 6,383 | $1.85M | 0.21% | −27−0.4% | Reduced |
| Aptus Capital Advisors, LLC | 6,345 | $1.84M | 0.02% | +598+10.4% | Added |
| Newbridge Financial Services Group, Inc. | 6,338 | $1.84M | 0.47% | +6,338 | New |
| Kingsview Wealth Management, LLC | 6,317 | $1.83M | 0.04% | +2,507+65.8% | Added |
| Axxcess Wealth Management, LLC | 6,310 | $1.83M | 0.05% | +4,310+215.5% | Added |
| Csenge Advisory Group | 6,194 | $1.79M | 0.10% | +1,674+37.0% | Added |
| Pensionmark Financial Group, LLC | 6,098 | $1.77M | 0.05% | +6,098 | New |
| Lake Street Advisors Group, LLC | 6,060 | $1.76M | 0.08% | +1,452+31.5% | Added |
| Arete Wealth Advisors, LLC | 5,999 | $1.74M | 0.13% | −4,741−44.1% | Reduced |
| Banque Transatlantique SA | 183,869 | $1.74M | 0.04% | +183,869 | New |
| Macquarie Group Ltd | 6,007 | $1.73M | 0.00% | −26,603−81.6% | Reduced |
| TownSquare Capital, LLC | 5,950 | $1.72M | 0.02% | +2,076+53.6% | Added |
| Sequoia Financial Advisors, LLC | 5,935 | $1.72M | 0.02% | +1,089+22.5% | Added |
| Core Wealth Partners LLC | 5,925 | $1.72M | 0.98% | +525+9.7% | Added |
| Sepio Capital, LP | 5,864 | $1.70M | 0.14% | +3,888+196.8% | Added |
| Perennial Investment Advisors, LLC | 5,823 | $1.69M | 0.20% | +834+16.7% | Added |
| Ameritas Investment Partners, Inc. | 5,822 | $1.69M | 0.05% | +5,822 | New |
| Geneos Wealth Management Inc. | 5,785 | $1.68M | 0.06% | −1,256−17.8% | Reduced |
| Fiduciary Trust Co | 5,763 | $1.67M | 0.02% | −4,997−46.4% | Reduced |
| APG Asset Management US Inc. | 5,761 | $1.67M | 0.01% | +5,761 | New |
| Warren Averett Asset Management, LLC | 5,746 | $1.66M | 0.03% | −8−0.1% | Reduced |
| Sigma Planning Corp | 5,717 | $1.66M | 0.05% | +1,219+27.1% | Added |
| Walleye Capital LLC | 5,702 | $1.65M | 0.02% | +1,880+49.2% | Added |
| Sovran Advisors, LLC | 4,768 | $1.63M | 0.23% | +4,768 | New |
| Comprehensive Financial Consultants Institutional, Inc. | 5,586 | $1.62M | 0.59% | +1,206+27.5% | Added |
| Covenant Asset Management, LLC | 5,550 | $1.61M | 0.36% | +5,550 | New |
| Dynamic Advisor Solutions LLC | 5,519 | $1.60M | 0.07% | −2,262−29.1% | Reduced |
| The PNC Financial Services Group, Inc. | 5,505 | $1.59M | 0.00% | +2,356+74.8% | 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 |
| 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 |
| Tokio Marine Asset Management Co Ltd | 5,310 | $1.54M | 0.05% | +5,310 | New |
| RSM US Wealth Management LLC | 5,108 | $1.51M | 0.02% | +879+20.8% | Added |
| Matauro, LLC | 5,202 | $1.51M | 0.33% | +5,202 | New |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 5,143 | $1.49M | 0.12% | +828+19.2% | Added |
| J.W. Cole Advisors, Inc. | 5,131 | $1.49M | 0.06% | +1,181+29.9% | Added |
| Wallace Hart LLC | 5,102 | $1.48M | 1.18% | +2,102+70.1% | Added |
| Boston Private Wealth LLC | 5,094 | $1.48M | 0.03% | +5,094 | New |
| Change Path, LLC | 5,082 | $1.47M | 0.05% | +62+1.2% | Added |