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 |
|---|---|---|---|---|---|
| DecisionMap Wealth Management, LLC | 2,813 | $814.7K | 0.65% | +2,813 | New |
| Signal Advisors Wealth, LLC | 2,779 | $804.7K | 0.09% | +2,779 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2,773 | $803.1K | 0.02% | +323+13.2% | Added |
| D.A. Davidson & Co. | 2,752 | $797.0K | 0.01% | −2,433−46.9% | Reduced |
| HB Wealth Management, LLC | 2,737 | $797.0K | 0.01% | +858+45.7% | Added |
| Curran Financial Partners, LLC | 2,729 | $790.4K | 0.21% | +641+30.7% | Added |
| Garden State Investment Advisory Services LLC | 2,705 | $783.4K | 0.24% | +75+2.9% | Added |
| Polianta Ltd | 2,700 | $781.0K | 0.37% | −5,100−65.4% | Reduced |
| Unique Wealth Strategies, LLC | 2,670 | $773.3K | 0.34% | +1,000+59.9% | Added |
| Heritage Wealth Advisors | 2,653 | $768.4K | 0.04% | +2,653 | New |
| Evanson Asset Management, LLC | 2,642 | $765.2K | 0.05% | −358−11.9% | Reduced |
| Bellecapital International Ltd. | 2,641 | $764.9K | 0.14% | −6,529−71.2% | Reduced |
| Rahlfs Capital, LLC | 2,610 | $755.9K | 0.75% | +2,610 | New |
| Raleigh Capital Management Inc. | 2,598 | $752.4K | 0.29% | +2,598 | New |
| Pine Valley Investments Ltd Liability Co | 2,582 | $747.8K | 0.05% | +2,582 | New |
| NVWM, LLC | 2,563 | $742.3K | 0.19% | +2,511+4,828.8% | Added |
| Fieldview Capital Management, LLC | 2,549 | $738.2K | 0.11% | +2,549 | New |
| Diligent Investors, LLC | 2,539 | $735.3K | 0.17% | +2,539 | New |
| Meiji Yasuda Asset Management Co Ltd. | 2,510 | $726.9K | 0.03% | +310+14.1% | Added |
| Signaturefd, LLC | 2,494 | $722.4K | 0.01% | +1,867+297.8% | Added |
| Kiker Wealth Management, LLC | 2,488 | $720.6K | 0.58% | +2,488 | New |
| Plancorp, LLC | 2,482 | $718.8K | 0.03% | +220+9.7% | Added |
| Peapack Gladstone Financial Corp | 2,475 | $717.0K | 0.01% | +125+5.3% | Added |
| Larson Financial Group LLC | 2,458 | $711.9K | 0.04% | +715+41.0% | Added |
| Northwestern Mutual Wealth Management Co | 2,427 | $702.9K | 0.00% | +894+58.3% | Added |
| Wedmont Private Capital | 2,139 | $701.5K | 0.04% | +585+37.6% | Added |
| Millennium Management LLC | 2,411 | $698.3K | 0.00% | −125,930−98.1% | Reduced |
| Teamwork Financial Advisors, LLC | 2,411 | $698.3K | 0.09% | +149+6.6% | Added |
| Park Square Financial Group, LLC | 2,409 | $697.7K | 0.48% | +2,409 | New |
| Davenport & Co LLC | 2,408 | $697.3K | 0.00% | +251+11.6% | Added |
| Capital International Inc | 2,393 | $693.1K | 0.01% | +2,393 | New |
| AXS Investments LLC | 2,389 | $691.9K | 0.19% | +2,389 | New |
| ICICI Prudential Asset Management Co Ltd | 2,383 | $690.2K | 0.08% | +2,383 | New |
| Gsa Capital Partners LLP | 2,379 | $689.0K | 0.05% | +828+53.4% | Added |
| Investment Partners Asset Management, Inc. | 2,369 | $686.1K | 0.54% | −231−8.9% | Reduced |
| Capital Advisors Inc | 2,340 | $677.7K | 0.01% | +260+12.5% | Added |
| Oxford Wealth Group, LLC | 2,320 | $671.9K | 0.43% | −398−14.6% | Reduced |
| Prime Capital Investment Advisors, LLC | 2,312 | $669.7K | 0.01% | +2,312 | New |
| Miller Financial Services LLC | 2,303 | $667.0K | 0.56% | +2,303 | New |
| SeaCrest Wealth Management, LLC | 2,297 | $665.3K | 0.07% | −3,142−57.8% | Reduced |
| United Capital Financial Advisers, LLC | 2,292 | $663.8K | 0.01% | −468−17.0% | Reduced |
| Blueprint Investment Partners LLC | 2,197 | $636.3K | 0.10% | +2,197 | New |
| E Fund Management Co., Ltd. | 2,173 | $629.3K | 0.03% | +2,173 | New |
| Sage Mountain Advisors LLC | 2,170 | $628.5K | 0.05% | +2,170 | New |
| Westmount Partners, LLC | 2,166 | $627.3K | 0.19% | −354−14.0% | Reduced |
| Abn Amro Investment Solutions | 2,166 | $627.3K | 0.01% | +3+0.1% | Added |
| Allworth Financial LP | 1,636 | $617.3K | 0.00% | +903+123.2% | Added |
| Insigneo Advisory Services, LLC | 2,127 | $616.0K | 0.06% | −1,230−36.6% | Reduced |
| Am Investment Strategies LLC | 2,111 | $611.0K | 0.15% | +2,111 | New |
| Gilbert & Cook, Inc. | 2,100 | $608.2K | 0.09% | +100+5.0% | Added |
| Weaver Capital Management LLC | 2,100 | $608.2K | 0.17% | +500+31.3% | Added |
| Massmutual Trust Co FSB | 2,083 | $603.3K | 0.02% | +65+3.2% | Added |
| Mosley Wealth Management | 1,751 | $597.5K | 0.37% | −19−1.1% | Reduced |
| Castle Rock Wealth Management, LLC | 1,765 | $596.1K | 0.14% | +1,765 | New |
| Mesirow Financial Investment Management, Inc. | 2,050 | $593.7K | 0.01% | +50+2.5% | Added |
| Yousif Capital Management, LLC | 2,036 | $589.7K | 0.01% | +121+6.3% | Added |
| Foguth Wealth Management, LLC. | 1,667 | $589.6K | 0.15% | +571+52.1% | Added |
| IronOak Wealth LLC. | 2,026 | $586.8K | 0.66% | +2,026 | New |
| Gerber Kawasaki Wealth & Investment Management | 2,017 | $584.2K | 0.03% | +57+2.9% | Added |
| Advisor OS, LLC | 2,015 | $583.6K | 0.07% | +2,015 | New |
| Rothschild Investment LLC | 2,003 | $580.1K | 0.04% | −1,499−42.8% | Reduced |
| Stonehearth Capital Management, LLC | 2,002 | $579.8K | 0.23% | +2,002 | New |
| Siemens Fonds Invest GmbH | 1,913 | $579.6K | 0.06% | +226+13.4% | Added |
| American Asset Management Inc. | 2,000 | $579.2K | 0.59% | 00.0% | Unchanged |
| WealthTrust Asset Management, LLC | 2,000 | $579.2K | 0.42% | 00.0% | Unchanged |
| LongView Wealth Management | 2,000 | $579.2K | 0.18% | 00.0% | Unchanged |
| Fort Point Capital Partners LLC | 2,000 | $579.2K | 0.06% | +410+25.8% | Added |
| Frisch Financial Group, Inc. | 2,000 | $579.0K | 0.18% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 1,977 | $572.4K | 0.02% | +1,537+349.3% | Added |
| DeepCurrents Investment Group LLC | 1,956 | $566.5K | 0.02% | +1,956 | New |
| Prospect Financial Services LLC | 1,948 | $564.2K | 0.31% | +1,948 | New |
| Empower Advisory Group, LLC | 1,942 | $562.4K | 0.00% | +571+41.6% | Added |
| BridgePort Financial Solutions, LLC | 2,330 | $559.3K | 0.25% | +2,330 | New |
| Evergreen Capital Management LLC | 1,920 | $556.1K | 0.02% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 1,917 | $555.3K | 0.07% | +588+44.2% | Added |
| ZEGA Investments, LLC | 1,570 | $555.3K | 0.16% | +1,570 | New |
| Riverview Capital Advisers, LLC | 1,908 | $552.6K | 0.17% | −122−6.0% | Reduced |
| Legacy Capital Wealth Management, LLC | 1,906 | $552.0K | 0.55% | +1,906 | New |
| Cascade Financial Partners, LLC | 1,900 | $550.3K | 0.07% | −100−5.0% | Reduced |
| LaSalle St. Investment Advisors, LLC | 1,874 | $542.0K | 0.17% | +1,874 | New |
| Lodestar Private Asset Management LLC | 1,870 | $541.6K | 0.07% | 00.0% | Unchanged |
| Ausdal Financial Partners, Inc. | 1,862 | $539.3K | 0.05% | +563+43.3% | Added |
| Hollencrest Capital Management | 1,859 | $538.4K | 0.02% | −51−2.7% | Reduced |
| Norinchukin Bank, The | 1,859 | $538.4K | 0.01% | +1,859 | New |
| Whittier Trust Co | 1,850 | $535.8K | 0.01% | −40−2.1% | Reduced |
| Allianz SE | 1,750 | $530.2K | 0.01% | +1,750 | New |
| Wealthspire Advisors, LLC | 1,826 | $528.8K | 0.01% | +1,826 | New |
| Chicago Trust Co NA | 1,825 | $528.6K | 0.09% | +25+1.4% | Added |
| Great Valley Advisor Group, Inc. | 1,822 | $527.7K | 0.01% | −488−21.1% | Reduced |
| Revisor Wealth Management LLC | 1,805 | $526.8K | 0.49% | −1,577−46.6% | Reduced |
| Phoenix Holdings Ltd. | 1,753 | $512.1K | 0.01% | −367−17.3% | Reduced |
| Smith Anglin Financial, LLC | 1,756 | $508.4K | 0.05% | +1,756 | New |
| Greenbush Financial Group, LLC | 1,750 | $506.8K | 0.27% | +1,750 | New |
| Cigna Investments Inc | 1,720 | $498.0K | 0.09% | +125+7.8% | Added |
| Texas Capital Bank Wealth Management Services Inc | 1,693 | $490.3K | 0.05% | +1,693 | New |
| Brighton Jones LLC | 1,683 | $487.4K | 0.01% | +24+1.4% | Added |
| Resources Investment Advisors, LLC. | 1,670 | $483.7K | 0.01% | +1,670 | New |
| Vestia Personal Wealth Advisors | 1,666 | $482.5K | 0.40% | +1,666 | New |
| Mill Creek Capital Advisors, LLC | 1,655 | $479.3K | 0.01% | +265+19.1% | Added |
| First Financial Bankshares Inc | 1,630 | $472.1K | 0.01% | 00.0% | Unchanged |