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, Q1 2025
Institutional positions in Strategy Inc as of Mar 31, 2025. 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
- 1,013
- +40 vs. Q4 2024
- Shares held
- 125.4M
- +18.6M (+17.4%) vs. Q4 2024
- Total value
- $36.2B
- +$5.23B (+16.9%) vs. Q4 2024
- New holders
- 157
- 502 more added
- Sold out
- 117
- 221 more reduced
20 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Strategy Inc; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 20,587,011 | $5.93B | 0.11% | +4,283,291+26.3% | Added |
| Capital International Investors | 14,679,783 | $4.23B | 0.83% | +2,036,077+16.1% | Added |
| BlackRock, Inc. | 14,418,806 | $4.16B | 0.09% | +3,157,005+28.0% | Added |
| Morgan Stanley | 7,683,940 | $2.22B | 0.16% | +2,425,799+46.1% | Added |
| Clear Street Derivatives LLC | 5,283,815 | $1.52B | 26.24% | +1,213,678+29.8% | Added |
| State Street Corp | 4,989,291 | $1.44B | 0.06% | +1,132,640+29.4% | Added |
| Cantor Fitzgerald, L. P. | 4,654,251 | $1.34B | 50.21% | +1,074,120+30.0% | Added |
| Geode Capital Management, LLC | 4,135,889 | $1.19B | 0.09% | +1,088,264+35.7% | Added |
| Capital Research Global Investors | 2,741,274 | $790.2M | 0.17% | +2,632,421+2,418.3% | Added |
| Norges Bank | 2,656,273 | $765.7M | 0.11% | +847,072+46.8% | Added |
| UBS Group AG | 2,181,189 | $628.8M | 0.14% | −2,288,039−51.2% | Reduced |
| Marex Group plc | 1,676,798 | $483.4M | 9.26% | +716,213+74.6% | Added |
| Citadel Advisors LLC | 1,559,755 | $449.6M | 0.44% | +1,309,022+522.1% | Added |
| Northern Trust Corp | 1,392,666 | $401.5M | 0.06% | +316,481+29.4% | Added |
| Capula Management Ltd | 1,300,000 | $374.8M | 2.77% | +1,025,000+372.7% | Added |
| Invesco Ltd. | 1,226,158 | $353.5M | 0.07% | +246,886+25.2% | Added |
| Weiss Asset Management LP | 1,216,190 | $350.6M | 9.36% | +1,104,482+988.7% | Added |
| JPMorgan Chase & Co | 1,123,918 | $324.0M | 0.02% | +112,900+11.2% | Added |
| UBS Asset Management Americas Inc | 1,045,517 | $301.4M | 0.08% | +243,053+30.3% | Added |
| Charles Schwab Investment Management Inc | 1,010,394 | $291.3M | 0.05% | +248,618+32.6% | Added |
| Legal & General Group Plc | 981,146 | $282.8M | 0.08% | +251,241+34.4% | Added |
| Bank of New York Mellon Corp | 911,782 | $262.8M | 0.05% | +221,446+32.1% | Added |
| Belvedere Trading LLC | 896,772 | $258.5M | 22.42% | +613,507+216.6% | Added |
| Susquehanna International Group, LLP | 851,738 | $245.5M | 0.40% | −202,775−19.2% | Reduced |
| National Bank of Canada | 744,688 | $214.7M | 0.25% | −1,071,305−59.0% | Reduced |
| Hudson Bay Capital Management LP | 720,992 | $207.8M | 1.32% | +109,498+17.9% | Added |
| Capital World Investors | 652,804 | $188.2M | 0.03% | +4,456+0.7% | Added |
| Swiss National Bank | 639,800 | $184.4M | 0.13% | +122,800+23.8% | Added |
| LPL Financial LLC | 625,159 | $180.2M | 0.07% | +103,745+19.9% | Added |
| FMR LLC | 562,688 | $162.2M | 0.01% | −14,637−2.5% | Reduced |
| Nuveen, LLC | 545,969 | $157.4M | 0.05% | +545,969 | New |
| Sumitomo Mitsui Trust Holdings, Inc. | 528,850 | $152.5M | 0.11% | +113,752+27.4% | Added |
| Deutsche Bank AG | 518,042 | $149.3M | 0.06% | +97,590+23.2% | Added |
| Toroso Investments, LLC | 480,923 | $138.6M | 1.17% | +149,960+45.3% | Added |
| First Trust Advisors LP | 475,429 | $137.1M | 0.12% | +57,855+13.9% | Added |
| Barclays PLC | 451,512 | $130.2M | 0.06% | +104,836+30.2% | Added |
| Bank of America Corp | 402,469 | $116.0M | 0.01% | −65,953−14.1% | Reduced |
| Wells Fargo & Company | 367,212 | $105.9M | 0.03% | +96,923+35.9% | Added |
| Amundi | 372,482 | $105.1M | 0.04% | −197,735−34.7% | Reduced |
| California Public Employees Retirement System | 357,183 | $103.0M | 0.07% | +92,470+34.9% | Added |
| Mirae Asset Securities (USA) Inc. | 351,325 | $101.3M | 4.35% | +99,170+39.3% | Added |
| Jump Financial, LLC | 337,623 | $97.3M | 1.46% | +263,831+357.5% | Added |
| California State Teachers Retirement System | 336,936 | $97.1M | 0.12% | +51,151+17.9% | Added |
| Goldman Sachs Group Inc | 332,594 | $95.9M | 0.02% | −411,877−55.3% | Reduced |
| Price T Rowe Associates Inc | 312,012 | $89.9M | 0.01% | −60,247−16.2% | Reduced |
| ProShare Advisors LLC | 310,763 | $89.6M | 0.20% | +102,280+49.1% | Added |
| SG Americas Securities, LLC | 308,682 | $89.0M | 0.30% | −102,724−25.0% | Reduced |
| National Pension Service | 289,735 | $83.5M | 0.08% | +72,635+33.5% | Added |
| Natixis | 273,783 | $79.8M | 0.47% | +31,134+12.8% | Added |
| Rhumbline Advisers | 268,406 | $77.4M | 0.07% | +70,359+35.5% | Added |
| Citigroup Inc | 259,879 | $74.9M | 0.06% | −182,416−41.2% | Reduced |
| Harvest Portfolios Group Inc. | 251,295 | $72.4M | 2.14% | +251,295 | New |
| HSBC Holdings PLC | 247,861 | $71.7M | 0.05% | +72,492+41.3% | Added |
| Stifel Financial Corp | 246,065 | $70.9M | 0.08% | +19,755+8.7% | Added |
| Commonwealth Equity Services, LLC | 238,472 | $68.7M | 0.10% | +11,227+4.9% | Added |
| State Board of Administration of Florida Retirement System | 221,860 | $64.0M | 0.13% | +61,390+38.3% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 201,052 | $58.0M | 0.05% | +55,063+37.7% | Added |
| Correct Capital Wealth Management | 188,463 | $54.3M | 10.78% | +20,790+12.4% | Added |
| Bank of Montreal | 186,189 | $53.7M | 0.03% | −2,543,418−93.2% | Reduced |
| Victory Capital Management Inc | 176,399 | $50.9M | 0.05% | +34,216+24.1% | Added |
| Royal Bank of Canada | 162,909 | $47.0M | 0.01% | +47,450+41.1% | Added |
| Horizon Kinetics Asset Management LLC | 161,495 | $46.6M | 0.53% | −3,820−2.3% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 159,521 | $46.0M | 0.10% | +42,655+36.5% | Added |
| Aspiring Ventures, LLC | 116,843 | $45.9M | 25.94% | +28,355+32.0% | Added |
| BNP Paribas Arbitrage, SA | 154,814 | $44.6M | 0.03% | −509,560−76.7% | Reduced |
| PEAK6 LLC | 154,612 | $44.6M | 1.74% | −290,892−65.3% | Reduced |
| Group One Trading, L.P. | 146,064 | $42.1M | 1.75% | +63,198+76.3% | Added |
| Storebrand Asset Management AS | 138,757 | $40.0M | 0.13% | +33,805+32.2% | Added |
| Aviva PLC | 129,374 | $37.3M | 0.09% | +34,421+36.3% | Added |
| Van Eck Associates Corp | 128,448 | $37.0M | 0.05% | +9,318+7.8% | Added |
| State of Wisconsin Investment Board | 127,528 | $36.8M | 0.10% | +26,571+26.3% | Added |
| Strong Tower Advisory Services | 135,454 | $36.3M | 8.93% | −24,757−15.5% | Reduced |
| Advisor Group Holdings, Inc. | 118,717 | $34.2M | 0.08% | −23,013−16.2% | Reduced |
| Cetera Investment Advisers | 117,569 | $33.9M | 0.07% | +17,089+17.0% | Added |
| New York State Common Retirement Fund | 115,950 | $33.4M | 0.05% | +33,900+41.3% | Added |
| Danske Bank A/S | 114,528 | $33.0M | 0.10% | +28,246+32.7% | Added |
| Cambridge Investment Research Advisors, Inc. | 111,835 | $32.2M | 0.11% | +1,149+1.0% | Added |
| Creative Planning | 110,505 | $31.9M | 0.03% | +6,063+5.8% | Added |
| Royal London Asset Management Ltd | 110,069 | $31.7M | 0.08% | +41,322+60.1% | Added |
| LMR Partners LLP | 108,128 | $31.2M | 0.63% | +56,206+108.3% | Added |
| Treasurer of the State of North Carolina | 107,925 | $31.1M | 0.12% | +31,285+40.8% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 107,345 | $30.9M | 0.07% | +56,032+109.2% | Added |
| Foundations Investment Advisors, LLC | 107,029 | $30.9M | 0.57% | +3,931+3.8% | Added |
| Ossiam | 105,187 | $30.3M | 0.42% | +101,844+3,046.5% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 101,227 | $29.2M | 0.08% | +19,994+24.6% | Added |
| Alliancebernstein L.P. | 99,074 | $28.6M | 0.01% | +28,026+39.4% | Added |
| BLKBRD Asset Management, LP | 98,965 | $28.5M | 34.67% | +98,965 | New |
| Twin Tree Management, LP | 97,585 | $28.1M | 0.62% | +31,659+48.0% | Added |
| Korea Investment CORP | 95,867 | $27.6M | 0.07% | +11,451+13.6% | Added |
| KBC Group NV | 94,993 | $27.4M | 0.08% | +53,069+126.6% | Added |
| Squarepoint Ops LLC | 93,933 | $27.1M | 0.07% | −13,561−12.6% | Reduced |
| Raymond James Financial Inc | 90,838 | $26.2M | 0.01% | −1,942−2.1% | Reduced |
| Asset Management One Co.,Ltd. | 88,428 | $25.5M | 0.09% | +22,793+34.7% | Added |
| TD Asset Management Inc | 88,426 | $25.5M | 0.02% | +30,848+53.6% | Added |
| Great West Life Assurance Co | 87,652 | $25.3M | 0.04% | +11,961+15.8% | Added |
| Shariaportfolio, Inc. | 87,597 | $25.3M | 13.12% | −7,718−8.1% | Reduced |
| Mariner, LLC | 85,563 | $24.7M | 0.04% | +8,154+10.5% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 85,246 | $24.6M | 0.05% | +27,336+47.2% | Added |
| Accuvest Global Advisors | 84,822 | $24.5M | 20.81% | +60,470+248.3% | Added |
| Virtu Financial LLC | 84,369 | $24.3M | 1.32% | +84,369 | New |