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 |
|---|---|---|---|---|---|
| Montz Harcus Wealth Management LLC | 703 | $203.6K | 0.11% | +703 | New |
| Simon Quick Advisors, LLC | 701 | $203.0K | 0.01% | +701 | New |
| Palisade Capital Management LLC | 700 | $202.7K | 0.01% | +700 | New |
| Howland Capital Management LLC | 700 | $202.7K | 0.01% | +700 | New |
| Pennington Partners & Co., LLC | 700 | $202.7K | 0.10% | +700 | New |
| Bernardo Wealth Planning LLC | 610 | $200.0K | 0.05% | +610 | New |
| Harbor Investment Advisory, LLC | 665 | $192.6K | 0.02% | +85+14.7% | Added |
| JTC Employer Solutions Trusteee Ltd | 600 | $182.0K | 0.01% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 620 | $179.6K | 0.02% | −150−19.5% | Reduced |
| Fifth Third Bancorp | 600 | $173.8K | 0.00% | +10+1.7% | Added |
| Creative Financial Designs Inc | 582 | $168.6K | 0.01% | +222+61.7% | Added |
| GAMMA Investing LLC | 562 | $162.8K | 0.01% | +203+56.5% | Added |
| Stonebridge Financial Group, LLC | 550 | $159.3K | 0.02% | +550 | New |
| SRS Capital Advisors, Inc. | 543 | $157.3K | 0.01% | +480+761.9% | Added |
| Lindbrook Capital, LLC | 539 | $156.1K | 0.01% | +165+44.1% | Added |
| TD Waterhouse Canada Inc. | 525 | $152.1K | 0.00% | −65−11.0% | Reduced |
| WPG Advisers, LLC | 522 | $151.2K | 0.14% | +522 | New |
| Webster Bank, N. A. | 520 | $150.6K | 0.02% | +120+30.0% | Added |
| Renaissance Technologies LLC | 34,405 | $150.5K | 0.00% | −155,471−81.9% | Reduced |
| AlphaMark Advisors, LLC | 510 | $148.0K | 0.06% | +360+240.0% | Added |
| Garde Capital, Inc. | 500 | $145.0K | 0.01% | +500 | New |
| Oarsman Capital, Inc. | 500 | $144.8K | 0.03% | 00.0% | Unchanged |
| Levin Capital Strategies, L.P. | 500 | $144.8K | 0.01% | +500 | New |
| Truvestments Capital LLC | 479 | $138.7K | 0.04% | +479 | New |
| PSI Advisors, LLC | 460 | $133.2K | 0.04% | +160+53.3% | Added |
| Sunbelt Securities, Inc. | 434 | $131.5K | 0.01% | +274+171.3% | Added |
| Vestor Capital, LLC | 453 | $131.0K | 0.01% | −37−7.6% | Reduced |
| Bogart Wealth, LLC | 395 | $114.4K | 0.01% | −505−56.1% | Reduced |
| Salem Investment Counselors Inc | 391 | $113.2K | 0.00% | +151+62.9% | Added |
| S.A. Mason LLC | 390 | $113.0K | 0.06% | +390 | New |
| HighMark Wealth Management LLC | 387 | $112.1K | 0.06% | +147+61.3% | Added |
| Stonehage Fleming Financial Services Holdings Ltd | 378 | $109.5K | 0.00% | +218+136.3% | Added |
| Capital Advisors, Ltd. LLC | 375 | $109.0K | 0.01% | −25−6.3% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 365 | $105.7K | 0.03% | +215+143.3% | Added |
| TCG Advisory Services, LLC | 362 | $104.8K | 0.00% | −2,662−88.0% | Reduced |
| Rosenberg Matthew Hamilton | 341 | $98.8K | 0.03% | +131+62.4% | Added |
| Pacific Center for Financial Services | 330 | $95.6K | 0.02% | +330 | New |
| North Star Investment Management Corp. | 325 | $94.1K | 0.01% | +25+8.3% | Added |
| Castleview Partners, LLC | 312 | $93.6K | 0.05% | +312 | New |
| SJS Investment Consulting Inc. | 320 | $92.7K | 0.02% | +320 | New |
| Cornerstone Planning Group LLC | 262 | $91.2K | 0.02% | +258+6,450.0% | Added |
| REAP Financial Group, LLC | 310 | $89.8K | 0.02% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 300 | $86.0K | 0.03% | −700−70.0% | Reduced |
| Parvin Asset Management, LLC | 273 | $79.1K | 0.09% | +273 | New |
| WR Wealth Planners, LLC | 260 | $75.3K | 0.02% | +48+22.6% | Added |
| Quest Partners LLC | 254 | $73.6K | 0.01% | −978−79.4% | Reduced |
| Strengthening Families & Communities, LLC | 251 | $73.0K | 0.04% | +251 | New |
| TFC Financial Management | 250 | $72.4K | 0.01% | 00.0% | Unchanged |
| Burkett Financial Services, LLC | 250 | $72.4K | 0.03% | +250 | New |
| Ancora Advisors, LLC | 240 | $69.5K | 0.00% | +70+41.2% | Added |
| GeoWealth Management, LLC | 233 | $67.5K | 0.00% | +165+242.6% | Added |
| CVA Family Office, LLC | 265 | $66.3K | 0.01% | +135+103.8% | Added |
| Skopos Labs, Inc. | 218 | $63.1K | 0.02% | +218 | New |
| Richards, Merrill & Peterson, Inc. | 215 | $62.3K | 0.03% | +215 | New |
| FSC Wealth Advisors, LLC | 210 | $60.8K | 0.04% | +80+61.5% | Added |
| Westside Investment Management, Inc. | 206 | $59.7K | 0.01% | +206 | New |
| Measured Risk Portfolios, Inc. | 205 | $59.4K | 0.07% | +205 | New |
| Private Trust Co NA | 203 | $58.8K | 0.01% | −1−0.5% | Reduced |
| Glen Eagle Advisors, LLC | 200 | $57.9K | 0.01% | −10−4.8% | Reduced |
| Optimum Investment Advisors | 200 | $57.9K | 0.03% | +200 | New |
| Chelsea Counsel Co | 200 | $57.9K | 0.03% | +200 | New |
| Dogwood Wealth Management LLC | 198 | $57.4K | 0.03% | +198 | New |
| Rise Advisors, LLC | 190 | $55.0K | 0.03% | −25−11.6% | Reduced |
| Lowe Wealth Advisors, LLC | 190 | $55.0K | 0.02% | +190 | New |
| Darwin Advisors, LLC | 190 | $55.0K | 0.02% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 185 | $53.6K | 0.03% | +185 | New |
| Clear Street Markets LLC | 177 | $51.3K | 0.02% | −119−40.2% | Reduced |
| St Germain D J Co Inc | 177 | $51.3K | 0.00% | +7+4.1% | Added |
| Evelyn Partners Investment Management Services Ltd | 176 | $51.0K | 0.01% | +176 | New |
| Hopwood Financial Services, Inc. | 175 | $50.7K | 0.04% | +175 | New |
| ORG Wealth Partners, LLC | 175 | $50.7K | 0.02% | +175 | New |
| Armstrong Advisory Group, Inc | 172 | $49.8K | 0.00% | +124+258.3% | Added |
| Pin Oak Investment Advisors Inc | 290 | $49.0K | 0.04% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 167 | $48.4K | 0.02% | +167 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 164 | $47.5K | 0.01% | −106−39.3% | Reduced |
| Indiana Trust & Investment Management CO | 150 | $43.4K | 0.01% | −100−40.0% | Reduced |
| Clearstead Advisors, LLC | 150 | $43.4K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 141 | $40.8K | 0.01% | +39+38.2% | Added |
| Financial Gravity Companies, Inc. | 141 | $40.8K | 0.01% | +141 | New |
| Nemes Rush Group LLC | 136 | $39.4K | 0.00% | +136 | New |
| Harel Insurance Investments & Financial Services Ltd. | 135 | $39.0K | 0.00% | +1+0.7% | Added |
| DT Investment Partners, LLC | 130 | $37.7K | 0.00% | 00.0% | Unchanged |
| Game Plan Financial Advisors, LLC | 128 | $37.5K | 0.02% | +128 | New |
| SOA Wealth Advisors, LLC. | 128 | $37.1K | 0.01% | +128 | New |
| Sandy Spring Bank | 126 | $36.5K | 0.00% | +126 | New |
| Huntington National Bank | 120 | $34.8K | 0.00% | +68+130.8% | Added |
| Activest Wealth Management | 113 | $32.7K | 0.01% | +113 | New |
| Semmax Financial Advisors Inc. | 100 | $32.5K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 112 | $32.4K | 0.00% | +112 | New |
| Compagnie Lombard Odier SCmA | 110 | $31.9K | 0.00% | +110 | New |
| Covestor Ltd | 108 | $31.0K | 0.02% | −25−18.8% | Reduced |
| Horrell Capital Management, Inc. | 107 | $31.0K | 0.01% | +107 | New |
| Private Wealth Management Group, LLC | 105 | $30.4K | 0.01% | +71+208.8% | Added |
| Avondale Wealth Management | 100 | $29.0K | 0.02% | −300−75.0% | Reduced |
| Umb Bank N A | 100 | $29.0K | 0.00% | −50−33.3% | Reduced |
| Mather Group, LLC. | 100 | $29.0K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 97 | $28.1K | 0.02% | +97 | New |
| Parkside Financial Bank & Trust | 94 | $27.2K | 0.00% | +76+422.2% | Added |
| Proequities, Inc. | 72 | $27.2K | 0.00% | +68+1,700.0% | Added |
| Safe Harbor Fiduciary, LLC | 92 | $26.6K | 0.03% | +82+820.0% | Added |