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Livermore
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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

Q1 2025 vs. Q4 2024

How the institutions holding Strategy Inc changed between Q4 2024 and Q1 2025.

All holders in Q1 2025All holders in Q4 2024

13F holders of MSTR: Q4 2024 compared with Q1 2025
MeasureQ4 2024Of which not filed for Q1 2025Q1 2025Change
Holders993201,013+40
Shares107.3M468.1K125.4M+18.6M (+17.4%)
Value$31.1B$136.0M$36.2B+$5.23B (+16.9%)

20 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (157)

Institutions that held Strategy Inc at the end of Q1 2025 but not at the end of Q4 2024.

Showing the largest 100 of 157 by value.

Institutions new to MSTR in Q1 2025
InstitutionSharesValue% of portfolio
Nuveen, LLC545,969$157.4M0.05%
Harvest Portfolios Group Inc.251,295$72.4M2.14%
BLKBRD Asset Management, LP98,965$28.5M34.67%
Virtu Financial LLC84,369$24.3M1.32%
Itau Unibanco Holding S.A.50,000$14.4M0.56%
Sky-Mountain Capital Management, Inc.35,942$10.4M8.77%
OP Asset Management Ltd23,521$6.78M0.11%
Howe & Rusling Inc21,322$6.15M0.52%
Advisor Resource Council18,689$5.33M0.43%
Invictus Private Wealth, LLC17,475$5.04M0.40%
ASR Vermogensbeheer N.V.16,016$4.62M0.07%
Virginia Retirement Systems Et Al16,000$4.61M0.03%
Sig Brokerage, LP15,803$4.56M1.33%
Kentucky Retirement Systems15,777$4.55M0.14%
Rakuten Investment Management, Inc.14,943$4.32M0.02%
KPP Advisory Services LLC14,734$4.25M0.81%
HAP Trading, LLC14,541$4.19M1.49%
SIH Partners, LLLP13,560$3.91M0.34%
AG2R la Mondiale Gestion D'Actifs8,676$3.20M0.17%
Dymon Asia Capital (Singapore) Pte. Ltd.10,894$3.14M2.50%
Moore Capital Management, LP10,789$3.11M0.10%
Cavalier Investments, LLC8,780$2.53M0.86%
QTR Family Wealth, LLC8,270$2.38M1.80%
Monograph Wealth Advisors, LLC7,955$2.29M0.31%
Vivid Wealth Management, LLC7,756$2.24M1.12%
Sterling Financial Group, Inc.7,337$2.12M0.76%
Kentucky Retirement Systems Insurance Trust Fund6,720$1.94M0.14%
Banque Cantonale Vaudoise6,685$1.93M0.08%
Investment Management Corp of Ontario6,400$1.84M0.04%
Bridgewater Associates, LP6,214$1.79M0.01%
AIA Group Ltd5,855$1.69M0.04%
Sowell Financial Services LLC4,739$1.37M0.06%
VestGen Advisors, LLC4,380$1.26M0.06%
Oak Thistle LLC4,287$1.24M0.25%
Simplicity Wealth,LLC4,038$1.16M0.09%
Chokshi & Queen Wealth Advisors, Inc3,950$1.14M0.75%
Quantbot Technologies LP3,638$1.05M0.03%
Azzad Asset Management Inc3,628$1.05M0.12%
Disciplined Investors, L.L.C.3,244$935.1K0.84%
BluePath Capital Management, LLC3,150$908.1K0.95%
STRS Ohio3,140$905.2K0.00%
Harfst & Associates, Inc.3,012$868.3K0.20%
Garda Capital Partners LP3,009$867.4K0.49%
FNY Investment Advisers, LLC2,963$854.0K0.52%
Financial Sense Advisors, Inc.2,911$839.2K0.24%
KG&L Capital Management,LLC2,731$787.3K0.26%
Milestone Asset Management, LLC2,662$767.4K0.16%
Sapient Capital LLC2,510$723.6K0.01%
Belpointe Asset Management LLC2,418$697.0K0.04%
Caisse des Depots Et Consignations2,404$693.0K0.03%
Wick Capital Partners, LLC2,046$589.8K0.18%
Nicholas Investment Partners, LP1,997$575.7K0.06%
Sassicaia Capital Advisers LLC1,900$547.7K1.98%
Savvy Advisors, Inc.1,895$546.4K0.05%
Woodward Diversified Capital, LLC1,890$544.8K0.39%
Lauer Wealth, LLC1,405$535.9K0.41%
Global Assets Advisory, LLC1,740$487.7K0.09%
Altshuler Shaham Ltd–$479.6K0.01%
MJP Associates Inc1,637$471.9K0.09%
Integrity Alliance, LLC.1,620$467.0K0.02%
Crosspoint Financial, LLC1,606$463.0K1.34%
Doliver Advisors, LP1,550$446.8K0.13%
Asahi Life Asset Management Co., Ltd.1,430$412.2K0.27%
Sherbrooke Park Advisers LLC1,416$408.2K0.19%
Friday Financial1,290$403.2K0.24%
Willis Johnson & Associates, Inc.1,304$375.9K0.03%
Wealth Preservation Advisors, LLC1,301$375.0K0.27%
Boothbay Fund Management, LLC1,241$357.7K0.01%
Raiffeisen Bank International AG1,200$347.3K0.01%
SkyOak Wealth, LLC1,200$345.9K0.08%
Powell Investment Advisors, LLC1,200$345.9K0.17%
Redwood Wealth Management Group, LLC1,185$341.6K0.17%
Miracle Mile Advisors, LLC1,175$338.7K0.01%
Howard Capital Management Inc.1,171$337.6K0.01%
Paragon Capital Management Inc1,160$334.4K0.27%
Alpha Family Trust1,110$320.0K0.19%
Ground Swell Capital, LLC1,091$314.5K0.72%
Vista Finance, LLC1,033$297.8K0.26%
BCS Wealth Management1,015$293.0K0.08%
Calton & Associates, Inc.1,012$291.7K0.07%
Alta Advisers Ltd1,010$291.2K0.12%
Shoker Investment Counsel, Inc.1,000$288.3K0.10%
FFG Partners, LLC980$282.5K0.12%
Avidian Wealth Solutions, LLC968$279.2K0.01%
San Luis Wealth Advisors LLC1,439$276.0K0.06%
Invst, LLC950$273.9K0.04%
TRUE Private Wealth Advisors950$273.8K0.03%
Insight Advisors, LLC948$273.3K0.05%
Angeles Wealth Management, LLC938$270.4K0.02%
GK Wealth Management LLC931$268.4K0.34%
Buckingham Strategic Partners931$268.4K0.00%
International Assets Investment Management, LLC919$264.9K0.02%
Thompson Davis & Co., Inc.910$261.3K0.21%
Congress Wealth Management LLC899$259.8K0.00%
First National Corp900$259.4K0.06%
First Heartland Consultants, Inc.857$247.0K0.03%
Signature Estate & Investment Advisors LLC856$246.8K0.01%
MBL Wealth, LLC827$238.4K0.02%
NBC Securities, Inc.820$236.0K0.02%
Fidelis Capital Partners, LLC625$230.4K0.02%

Sold out (117)

Institutions that held Strategy Inc at the end of Q4 2024 and filed for Q1 2025 without it.

Showing the largest 100 of 117 by value.

Institutions that sold out of MSTR in Q1 2025
InstitutionShares, Q4 2024Value, Q4 2024
Cable Car Capital LLC317,500$92.0M
Ursa Fund Management, LLC169,100$49.0M
Graham Capital Management, L.P.117,912$34.1M
Wolverine Asset Management LLC114,562$33.2M
Quantitative Investment Management, LLC105,175$30.5M
HRT Financial LP73,339$21.2M
Skaana Management L.P.54,908$15.9M
Clear Street LLC45,600$13.2M
Galaxy Digital Capital Management GP LLC45,434$13.2M
Quadrature Capital Ltd37,355$10.8M
CTC LLC33,450$9.69M
Optiver Holding B.V.23,980$6.95M
Patriot Investment Management Inc.18,032$5.22M
FORA Capital, LLC17,212$4.98M
TB Alternative Assets Ltd.14,085$4.08M
AMF Pensionsforsakring AB13,790$3.99M
Tredje AP-fonden13,150$3.81M
Capstone Investment Advisors, LLC12,590$3.65M
DRW Securities, LLC11,893$3.44M
Twinbeech Capital LP11,637$3.37M
Dakota Wealth Management10,444$3.02M
Cullinan Associates Inc10,000$2.90M
XTX Topco Ltd9,561$2.77M
Harvest Investment Services, LLC9,557$2.77M
Senator Investment Group LP9,300$2.69M
Fred Alger Management, LLC9,288$2.69M
Magnetar Financial LLC7,557$2.19M
GWN Securities Inc.6,080$2.15M
Engineers Gate Manager LP7,349$2.13M
Five Oceans Advisors6,445$1.87M
Delta Investment Management, LLC5,380$1.56M
Boston Private Wealth LLC5,094$1.48M
BlueCrest Capital Management Ltd4,942$1.43M
Bayesian Capital Management, LP4,297$1.24M
AlTi Global, Inc.2,800$1.11M
Prelude Capital Management, LLC3,750$1.09M
Pinnacle Family Advisors, LLC3,620$1.05M
Polymer Capital Management (HK) LTD3,200$926.8K
Impact Partnership Wealth, LLC3,167$917.2K
111 Capital3,130$906.5K
Fisher Asset Management, LLC3,122$904.4K
ParaFi Capital LP3,001$869.1K
Selway Asset Management3,000$868.9K
Telligent Fund, LP3,000$868.9K
Requisite Capital Management, LLC2,975$861.6K
UBS Oconnor LLC2,937$850.6K
Polianta Ltd2,700$781.0K
Raleigh Capital Management Inc.2,598$752.4K
Fieldview Capital Management, LLC2,549$738.2K
Millennium Management LLC2,411$698.3K
Gsa Capital Partners LLP2,379$689.0K
Miller Financial Services LLC2,303$667.0K
Blueprint Investment Partners LLC2,197$636.3K
Gilbert & Cook, Inc.2,100$608.2K
Whittier Trust Co1,850$535.8K
Left Brain Wealth Management, LLC1,615$467.7K
Dana Investment Advisors, Inc.1,595$461.9K
Private Wealth Advisors1,503$435.3K
Bramshill Investments, LLC1,500$434.4K
Laidlaw Wealth Management LLC1,347$390.1K
Cornerstone Wealth Group, LLC1,221$353.6K
Yeomans Consulting Group, Inc.1,186$343.5K
Strategies Wealth Advisors, LLC1,011$330.3K
First Hawaiian Bank1,110$321.5K
Capital Wealth Planning, LLC1,037$300.3K
Graypoint LLC1,028$297.7K
Fedenia Advisers LLC1,022$296.0K
Pinebridge Investments, L.P.1,018$294.8K
Wealthquest Corp1,002$290.2K
Ridgewood Investments LLC1,000$289.6K
Tejara Capital Ltd1,000$289.6K
Affiance Financial, LLC992$287.3K
Steel Peak Wealth Management LLC967$280.1K
Accurate Wealth Management, LLC833$273.1K
Southland Equity Partners LLC917$265.6K
Ycg, LLC910$263.6K
Farringdon Capital, Ltd.892$258.3K
Centiva Capital, LP885$256.3K
Darden Wealth Group Inc850$246.2K
Robertson Stephens Wealth Management, LLC829$240.1K
Watts Gwilliam & Co., LLC672$229.4K
Lewis Asset Management, LLC774$224.2K
LGL Partners, LLC770$223.0K
Objective Capital Management, LLC767$222.1K
Financial Engines Advisors L.L.C.765$221.6K
Alterna Wealth Management, Inc759$219.8K
Arrowpoint Investment Partners (Singapore) Pte. Ltd.750$217.2K
Jmac Enterprises LLC740$214.3K
Caitlin John, LLC728$210.8K
Palisade Capital Management LLC700$202.7K
Levin Capital Strategies, L.P.500$144.8K
Oarsman Capital, Inc.500$144.8K
Castleview Partners, LLC312$93.6K
Parvin Asset Management, LLC273$79.1K
Strengthening Families & Communities, LLC251$73.0K
Measured Risk Portfolios, Inc.205$59.4K
Chelsea Counsel Co200$57.9K
Lowe Wealth Advisors, LLC190$55.0K
Clear Street Markets LLC177$51.3K
Proequities, Inc.72$27.2K

Not filed for Q1 2025 yet (20)

Institutions that held Strategy Inc at the end of Q4 2024 and haven't filed a 13F for Q1 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding MSTR in Q4 2024 that haven't filed for Q1 2025
InstitutionShares, Q4 2024Value, Q4 2024
Nuveen Asset Management, LLC399,119$115.6M
Global Retirement Partners, LLC14,832$4.30M
Thompson David Blair12,874$3.73M
Legacy Investment Solutions, LLC7,464$2.44M
Lakeview Capital Partners, LLC7,872$2.28M
Lake Street Advisors Group, LLC6,060$1.76M
Chesapeake Capital Corp4,712$1.36M
Longitude (Cayman) Ltd.3,000$868.9K
Oxford Wealth Group, LLC2,320$671.9K
Mosley Wealth Management1,751$597.5K
IronOak Wealth LLC.2,026$586.8K
Legacy Capital Wealth Management, LLC1,906$552.0K
Wetherby Asset Management Inc1,451$420.2K
Vise Technologies, Inc.1,080$312.8K
Chiron Investment Management, LLC723$209.4K
AlphaMark Advisors, LLC510$148.0K
WR Wealth Planners, LLC260$75.3K
Financial Gravity Companies, Inc.141$40.8K
Sugarloaf Wealth Management, LLC15$4.32K
Cassady Schiller Wealth Management, LLC7$2.03K