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Livermore
Livermore
ZHEN

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.

Other share classesSTRCSTRDSTRFSTRK

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.

Institutional holdersQ4 2024: 993 institutions
Q1 2021: 287 institutionsQ2 2021: 270 institutionsQ3 2021: 287 institutionsQ4 2021: 290 institutionsQ1 2022: 268 institutionsQ2 2022: 238 institutionsQ3 2022: 231 institutionsQ4 2022: 212 institutionsQ1 2023: 252 institutionsQ2 2023: 271 institutionsQ3 2023: 295 institutionsQ4 2023: 370 institutionsQ1 2024: 530 institutionsQ2 2024: 592 institutionsQ3 2024: 662 institutionsQ4 2024: 993 institutionsQ1 2025: 1,013 institutionsQ2 2025: 1,161 institutionsQ3 2025: 1,087 institutionsQ4 2025: 982 institutionsQ1 2026: 946 institutionsQ2 2026: 852 institutions
Value heldQ4 2024: $31.1B
Q1 2021: $3.86BQ2 2021: $4.24BQ3 2021: $3.30BQ4 2021: $3.26BQ1 2022: $3.00BQ2 2022: $1.05BQ3 2022: $1.25BQ4 2022: $812.8MQ1 2023: $1.92BQ2 2023: $2.39BQ3 2023: $2.29BQ4 2023: $5.14BQ1 2024: $16.4BQ2 2024: $12.5BQ3 2024: $16.0BQ4 2024: $31.1BQ1 2025: $36.2BQ2 2025: $55.5BQ3 2025: $45.1BQ4 2025: $26.6BQ1 2026: $24.7BQ2 2026: $18.2B
Institutions holding MSTR and their total value by quarter
QuarterHoldersValue
Q2 2026852$18.2B
Q1 2026946$24.7B
Q4 2025982$26.6B
Q3 20251,087$45.1B
Q2 20251,161$55.5B
Q1 20251,013$36.2B
Q4 2024993$31.1B
Q3 2024662$16.0B
Q2 2024592$12.5B
Q1 2024530$16.4B
Q4 2023370$5.14B
Q3 2023295$2.29B
Q2 2023271$2.39B
Q1 2023252$1.92B
Q4 2022212$812.8M
Q3 2022231$1.25B
Q2 2022238$1.05B
Q1 2022268$3.00B
Q4 2021290$3.26B
Q3 2021287$3.30B
Q2 2021270$4.24B
Q1 2021287$3.86B

Institutions, Q4 2024

Shares, value and share of portfolio for each institution holding Strategy Inc; share changes are against Q3 2024.

Institutions holding MSTR in Q4 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Schonfeld Strategic Advisors LLC1,627$471.2K0.00%−19,661−92.4%Reduced
Altus Wealth Group LLC1,625$470.6K0.21%+245+17.8%Added
Daymark Wealth Partners, LLC1,616$468.0K0.02%+1,616New
Left Brain Wealth Management, LLC1,615$467.7K0.18%+1,615New
Coldstream Capital Management Inc1,612$466.9K0.01%−737−31.4%Reduced
Palisades Hudson Asset Management, L.P.1,607$465.0K0.20%00.0%Unchanged
Certior Financial Group, LLC1,605$464.8K0.41%+1,605New
MB, Levis & Associates, LLC1,600$463.4K0.23%−400−20.0%Reduced
Consolidated Capital Management, LLC1,600$463.4K0.20%00.0%Unchanged
Dana Investment Advisors, Inc.1,595$461.9K0.02%+1,595New
Armis Advisers, LLC1,588$459.9K0.06%+1,588New
Resolute Partners Group1,587$459.6K0.09%−1,413−47.1%Reduced
Presidio Capital Management, LLC1,573$455.6K0.24%+115+7.9%Added
Flagship Harbor Advisors, LLC1,566$453.5K0.02%+1,566New
Guardian Wealth Advisors, LLC1,557$451.0K0.04%−223−12.5%Reduced
Koshinski Asset Management, Inc.1,553$449.8K0.04%+1,553New
GLOBALT Investments LLC1,536$444.9K0.02%+1,536New
Capital Investment Advisors, LLC1,531$443.5K0.01%+1,531New
Innovative Advisory Group, LLC1,506$436.2K0.39%+1,506New
Private Wealth Advisors1,503$435.3K0.19%+1,503New
Hoey Investments, Inc1,500$434.4K0.07%+1,385+1,204.3%Added
Bramshill Investments, LLC1,500$434.4K0.07%+1,500New
XML Financial, LLC1,500$434.4K0.04%+1,500New
Meeder Advisory Services, Inc.1,486$430.4K0.03%+1,486New
Bulltick Wealth Management, LLC1,484$429.8K0.10%+1,484New
Maridea Wealth Management LLC1,481$428.9K0.14%+1,481New
Wealth Alliance Advisory Group, LLC1,472$426.3K0.09%+272+22.7%Added
Vienna Asset Management LLC1,467$424.9K0.29%+1,467New
Fiduciary Planning LLC1,459$422.6K0.14%+1,459New
Wetherby Asset Management Inc1,451$420.2K0.02%+1,451New
Rossby Financial, LCC1,450$419.9K0.27%+1,450New
CWA Asset Management Group, LLC1,440$417.1K0.02%+1,440New
Ronald Blue Trust, Inc.1,437$416.2K0.01%+1,406+4,535.5%Added
Ci Investments Inc.1,417$410.0K0.00%+19+1.4%Added
Axq Capital, LP1,394$403.7K0.18%−477−25.5%Reduced
Arlington Capital Management, Inc.1,387$401.7K0.28%−273−16.4%Reduced
JT Stratford LLC1,377$398.8K0.07%+1,377New
Venture Visionary Partners LLC1,376$398.5K0.02%+1,376New
Family Management Corp1,370$396.8K0.06%+30+2.2%Added
Ionic Capital Management LLC1,369$396.5K0.39%+1,369New
Everhart Financial Group, Inc.1,352$391.6K0.08%+1,352New
Laidlaw Wealth Management LLC1,347$390.1K0.17%+1,347New
Aventura Private Wealth, LLC1,345$389.5K0.21%+1,345New
BCJ Capital Management, LLC1,342$388.7K0.03%+1,342New
Berkeley Capital Partners, LLC1,337$387.2K0.11%−393−22.7%Reduced
Merkkuri Wealth Advisors LLC1,331$385.4K0.30%+1,331New
Generation Capital Management LLC1,317$381.4K0.33%+1,317New
Abel Hall, LLC1,303$377.4K0.24%−336−20.5%Reduced
IFG Advisory, LLC1,302$377.1K0.02%+1,302New
Tradition Wealth Management, LLC1,298$375.9K0.03%+1,298New
Mountain Capital Investment Advisors, Inc947$375.5K0.08%+947New
Frank, Rimerman Advisors LLC1,277$369.8K0.03%+1,277New
Oder Investment Management, LLC1,268$367.2K0.31%+38+3.1%Added
U.S. Capital Wealth Advisors, LLC1,262$365.5K0.01%+1,262New
AssuredPartners Investment Advisors, LLC1,260$364.9K0.07%+1,260New
SLT Holdings LLC1,250$362.0K0.34%+1,250New
CoreCap Advisors, LLC1,244$360.3K0.02%+509+69.3%Added
Central Trust Co1,242$359.7K0.01%+2+0.2%Added
Wise Wealth Partners1,242$359.6K0.89%+1,242New
Unique Wealth, LLC1,229$355.9K0.07%+1,229New
NorthCrest Asset Manangement, LLC1,222$353.9K0.01%+1,222New
Cornerstone Wealth Group, LLC1,221$353.6K0.03%+1,221New
Beese Fulmer Investment Management, Inc.1,212$351.0K0.03%+1,212New
Crossmark Global Holdings, Inc.1,209$351.0K0.01%+1,209New
Principal Securities, Inc.1,211$350.7K0.01%+688+131.5%Added
McAdam, LLC1,209$350.2K0.02%+1,209New
Scientech Research LLC1,202$348.1K0.10%−21,897−94.8%Reduced
Livforsakringsbolaget Skandia, Omsesidigt1,200$347.5K0.02%00.0%Unchanged
Evelyn Partners Investment Management (Europe) Ltd1,200$347.5K0.13%+1,200New
McIlrath & Eck, LLC1,200$347.5K0.04%+1,200New
Red Door Wealth Management, LLC1,199$347.3K0.05%+1,199New
Yeomans Consulting Group, Inc.1,186$343.5K0.13%+1,186New
Mustard Seed Financial, LLC1,179$341.5K0.28%+1,179New
Savant Capital, LLC1,175$340.3K0.00%−1,345−53.4%Reduced
Avantax Planning Partners, Inc.1,175$340.3K0.01%+1,175New
Maripau Wealth Management LLC1,161$336.1K0.20%+1,161New
Abundance Wealth Counselors1,157$335.0K0.07%−43−3.6%Reduced
Crew Capital Management, Ltd.1,149$332.8K0.28%+1,149New
Ethic Inc.1,147$332.2K0.01%+1,147New
Strategies Wealth Advisors, LLC1,011$330.3K0.04%+1,011New
TCFG Wealth Management, LLC1,137$329.3K0.17%+1,137New
Canal Capital Management, LLC1,136$329.0K0.05%+1,136New
Premier Path Wealth Partners, LLC1,136$329.0K0.05%+1,136New
Walkner Condon Financial Advisors LLC1,122$325.0K0.07%+1,122New
HBW Advisory Services LLC1,121$324.7K0.05%+1,121New
GPS Wealth Strategies Group, LLC1,120$324.4K0.04%+35+3.2%Added
Schechter Investment Advisors, LLC1,120$324.4K0.02%+1,120New
First Hawaiian Bank1,110$321.5K0.01%+1,110New
Advisory Services Network, LLC1,101$318.7K0.01%+1,101New
Royal Fund Management, LLC1,100$318.6K0.03%−140−11.3%Reduced
Regatta Capital Group, LLC1,100$318.6K0.06%+1,100New
Scotia Capital Inc.1,098$318.0K0.00%−636−36.7%Reduced
Snowden Capital Advisors LLC1,094$316.8K0.01%+1,094New
Key Client Fiduciary Advisors, LLC1,087$314.8K0.14%+1,087New
Drive Wealth Management, LLC1,083$313.7K0.08%+1,083New
Vise Technologies, Inc.1,080$312.8K0.03%+1,080New
Mutual Advisors, LLC852$312.7K0.01%+852New
Glass Jacobson Investment Advisors llc1,079$312.5K0.10%+879+439.5%Added
Ostrum Asset Management1,071$310.2K0.03%−43−3.9%Reduced
Atomi Financial Group, Inc.1,065$308.4K0.02%+1,065New