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 |
|---|---|---|---|---|---|
| Wealthcare Advisory Partners LLC | 5,067 | $1.47M | 0.04% | +1,216+31.6% | Added |
| Claro Advisors LLC | 5,028 | $1.46M | 0.20% | −32−0.6% | Reduced |
| Centaurus Financial, Inc. | 4,998 | $1.45M | 0.09% | +2,966+146.0% | Added |
| Assenagon Asset Management S.A. | 4,988 | $1.44M | 0.00% | +2,423+94.5% | Added |
| Diversify Wealth Management, LLC | 4,387 | $1.44M | 0.11% | +4,387 | New |
| BlueCrest Capital Management Ltd | 4,942 | $1.43M | 0.08% | +4,942 | New |
| Keebeck Wealth Management, LLC | 4,918 | $1.42M | 0.21% | +2,123+76.0% | Added |
| Vident Advisory, LLC | 4,900 | $1.42M | 0.02% | −1,578−24.4% | Reduced |
| Everence Capital Management Inc | 4,880 | $1.41M | 0.09% | +4,880 | New |
| Great Lakes Advisors, LLC | 4,864 | $1.41M | 0.01% | −28−0.6% | Reduced |
| Pinnacle Associates Ltd | 4,860 | $1.41M | 0.02% | +1,953+67.2% | Added |
| Greenleaf Trust | 4,843 | $1.40M | 0.01% | +3,586+285.3% | Added |
| Capital International Ltd | 4,840 | $1.40M | 0.06% | +4,840 | New |
| Integrated Wealth Concepts LLC | 4,811 | $1.39M | 0.02% | +4,811 | New |
| Navellier & Associates Inc | 4,798 | $1.39M | 0.17% | +1,159+31.8% | Added |
| Evexia Wealth LLC | 4,225 | $1.38M | 0.47% | +2,097+98.5% | Added |
| Chesapeake Capital Corp | 4,712 | $1.36M | 1.39% | −21−0.4% | Reduced |
| Silvercrest Asset Management Group LLC | 4,705 | $1.36M | 0.01% | +515+12.3% | Added |
| LCM Capital Management Inc | 4,641 | $1.34M | 0.76% | −17,989−79.5% | Reduced |
| Stonegate Investment Group, LLC | 4,626 | $1.34M | 0.04% | +706+18.0% | Added |
| ING Groep NV | 4,557 | $1.32M | 0.01% | +4,557 | New |
| Illinois Municipal Retirement Fund | 4,530 | $1.31M | 0.02% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 4,465 | $1.29M | 0.04% | +842+23.2% | Added |
| Keybank National Association | 4,390 | $1.27M | 0.00% | +4,390 | New |
| AdvisorNet Financial, Inc | 4,381 | $1.27M | 0.11% | −1,199−21.5% | Reduced |
| Lifeworks Advisors, LLC | 4,347 | $1.26M | 0.23% | +3,011+225.4% | Added |
| Aviso Wealth Management | 4,330 | $1.25M | 0.64% | −8,670−66.7% | Reduced |
| Bayesian Capital Management, LP | 4,297 | $1.24M | 0.15% | +4,297 | New |
| SRN Advisors, LLC | 4,279 | $1.24M | 1.10% | −12,100−73.9% | Reduced |
| B & T Capital Management DBA Alpha Capital Management | 4,271 | $1.24M | 0.23% | −3,639−46.0% | Reduced |
| Souders Financial Advisors | 4,129 | $1.20M | 0.17% | −877−17.5% | Reduced |
| Verus Capital Partners, LLC | 4,121 | $1.19M | 0.11% | −640−13.4% | Reduced |
| Close Asset Management Ltd | 4,060 | $1.18M | 0.03% | 00.0% | Unchanged |
| HighPoint Advisor Group LLC | 3,637 | $1.16M | 0.06% | +1,170+47.4% | Added |
| Eqis Capital Management, Inc. | 4,001 | $1.16M | 0.10% | −370−8.5% | Reduced |
| MAI Capital Management | 3,958 | $1.15M | 0.01% | +2,173+121.7% | Added |
| CTC Alternative Strategies, Ltd. | 3,884 | $1.12M | 1.46% | +3,884 | New |
| Bonfire Financial | 3,877 | $1.12M | 1.02% | +3,877 | New |
| AlTi Global, Inc. | 2,800 | $1.11M | 0.03% | +2,800 | New |
| QRG Capital Management, Inc. | 3,829 | $1.11M | 0.01% | +2,081+119.1% | Added |
| Brown Advisory Inc | 3,798 | $1.10M | 0.00% | +2,098+123.4% | Added |
| Arkadios Wealth Advisors | 3,754 | $1.09M | 0.06% | +894+31.3% | Added |
| Prelude Capital Management, LLC | 3,750 | $1.09M | 0.09% | +3,750 | New |
| Magnus Financial Group LLC | 3,683 | $1.07M | 0.10% | −397−9.7% | Reduced |
| Quantinno Capital Management LP | 3,642 | $1.06M | 0.01% | +1,968+117.6% | Added |
| Parallel Advisors, LLC | 3,637 | $1.05M | 0.02% | +2,516+224.4% | Added |
| Colony Group, LLC | 3,630 | $1.05M | 0.00% | +980+37.0% | Added |
| Pinnacle Family Advisors, LLC | 3,620 | $1.05M | 0.51% | +3,620 | New |
| Vestcor Inc | 3,580 | $1.04M | 0.03% | +484+15.6% | Added |
| Metis Global Partners, LLC | 3,573 | $1.03M | 0.03% | +1,573+78.6% | Added |
| Wealth Management Partners, LLC | 3,570 | $1.03M | 0.45% | −720−16.8% | Reduced |
| Wellington Management Group LLP | 3,565 | $1.03M | 0.00% | −3,162−47.0% | Reduced |
| Prudential PLC | 3,559 | $1.03M | 0.01% | +929+35.3% | Added |
| Beacon Capital Management, LLC | 3,520 | $1.02M | 0.13% | +3,520 | New |
| UniSuper Management Pty Ltd | 3,500 | $1.01M | 0.01% | −1,417−28.8% | Reduced |
| Tudor Investment Corp Et Al | 3,439 | $996.0K | 0.01% | −147,343−97.7% | Reduced |
| Kovitz Investment Group Partners, LLC | 3,428 | $993.1K | 0.00% | +878+34.4% | Added |
| Oxler Private Wealth LLC | 3,426 | $992.2K | 0.33% | +1,086+46.4% | Added |
| First Foundation Advisors | 3,377 | $978.0K | 0.04% | +127+3.9% | Added |
| EP Wealth Advisors, LLC | 3,359 | $972.7K | 0.01% | +929+38.2% | Added |
| MetLife Investment Management | 3,350 | $970.2K | 0.01% | +158+4.9% | Added |
| Ossiam | 3,343 | $968.2K | 0.02% | +167+5.3% | Added |
| Finivi Inc. | 3,335 | $965.9K | 0.77% | +1,370+69.7% | Added |
| Empowered Funds, LLC | 3,326 | $963.3K | 0.01% | +716+27.4% | Added |
| Ballentine Partners, LLC | 3,322 | $962.1K | 0.02% | +202+6.5% | Added |
| Glenmede Trust Co NA | 3,289 | $952.6K | 0.00% | +143+4.5% | Added |
| Nwam LLC | 3,257 | $943.3K | 0.06% | −1,965−37.6% | Reduced |
| Johnson Investment Counsel Inc | 3,220 | $932.6K | 0.01% | +3,220 | New |
| Abound Financial, LLC | 3,218 | $932.0K | 0.47% | +3,218 | New |
| Wiley Bros.-Aintree Capital, LLC | 2,505 | $930.2K | 0.01% | +2,505 | New |
| Polymer Capital Management (HK) LTD | 3,200 | $926.8K | 0.16% | −4,900−60.5% | Reduced |
| Impact Partnership Wealth, LLC | 3,167 | $917.2K | 0.19% | +3,167 | New |
| Means Investment Co., Inc. | 3,159 | $914.8K | 0.10% | +67+2.2% | Added |
| Ethos Financial Group, LLC | 3,157 | $914.3K | 0.12% | +1,117+54.8% | Added |
| Lido Advisors, LLC | 3,156 | $914.0K | 0.01% | +903+40.1% | Added |
| Citrine Capital LLC | 3,140 | $909.4K | 0.67% | +3,140 | New |
| 111 Capital | 3,130 | $906.5K | 0.19% | +3,130 | New |
| Fisher Asset Management, LLC | 3,122 | $904.4K | 0.00% | +3,122 | New |
| Pennsylvania Capital Management Inc | 3,110 | $900.7K | 0.31% | +3,110 | New |
| PFG Investments, LLC | 3,108 | $900.1K | 0.06% | +3,108 | New |
| BNC Wealth Management, LLC | 3,099 | $897.6K | 0.30% | +3,099 | New |
| Commerce Bank | 3,064 | $887.4K | 0.01% | +579+23.3% | Added |
| Bokf, NA | 2,700 | $885.4K | 0.01% | +2,700 | New |
| Masso Torrence Wealth Management Inc. | 3,055 | $884.8K | 0.46% | +55+1.8% | Added |
| Gilman Hill Asset Management, LLC | 3,003 | $869.7K | 0.15% | +1,003+50.1% | Added |
| ParaFi Capital LP | 3,001 | $869.1K | 0.21% | +3,001 | New |
| Longitude (Cayman) Ltd. | 3,000 | $868.9K | 1.00% | −17,700−85.5% | Reduced |
| Selway Asset Management | 3,000 | $868.9K | 0.34% | +3,000 | New |
| Telligent Fund, LP | 3,000 | $868.9K | 0.83% | +3,000 | New |
| Farrell Financial LLC | 2,985 | $864.5K | 0.62% | +489+19.6% | Added |
| China Universal Asset Management Co., Ltd. | 2,978 | $862.5K | 0.08% | +2,978 | New |
| Requisite Capital Management, LLC | 2,975 | $861.6K | 0.18% | +2,975 | New |
| Flaharty Asset Management, LLC | 2,955 | $855.8K | 0.12% | −3,875−56.7% | Reduced |
| National Asset Management, Inc. | 2,945 | $852.9K | 0.03% | +1,423+93.5% | Added |
| UBS Oconnor LLC | 2,937 | $850.6K | 0.02% | +2,937 | New |
| Chung Wu Investment Group, LLC | 2,935 | $850.0K | 0.86% | +2,935 | New |
| Strategic Blueprint, LLC | 2,910 | $842.9K | 0.05% | +777+36.4% | Added |
| STF Management LP | 2,898 | $839.3K | 0.38% | +2,898 | New |
| Cyndeo Wealth Partners, LLC | 2,854 | $826.6K | 0.06% | +2,854 | New |
| Good Life Advisors, LLC | 2,841 | $822.8K | 0.06% | +2,841 | New |