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 |
|---|---|---|---|---|---|
| Private Advisor Group, LLC | 71,003 | $20.5M | 0.12% | +37,439+111.5% | Added |
| Robeco Institutional Asset Management B.V. | 71,506 | $20.6M | 0.04% | +12,877+22.0% | Added |
| Nomura Holdings Inc | 72,334 | $20.9M | 0.11% | −86,586−54.5% | Reduced |
| Teacher Retirement System of Texas | 72,595 | $20.9M | 0.09% | +18,142+33.3% | Added |
| Voya Investment Management LLC | 73,390 | $21.2M | 0.02% | −35,477−32.6% | Reduced |
| Nomura Asset Management Co Ltd | 73,990 | $21.3M | 0.07% | +17,404+30.8% | Added |
| EULAV Asset Management | 75,000 | $21.6M | 0.53% | −11,500−13.3% | Reduced |
| HighTower Advisors, LLC | 75,946 | $21.9M | 0.03% | +7,411+10.8% | Added |
| KLP Kapitalforvaltning AS | 76,500 | $22.1M | 0.11% | +15,400+25.2% | Added |
| State of New Jersey Common Pension Fund D | 76,615 | $22.1M | 0.10% | +9,324+13.9% | Added |
| CI Private Wealth, LLC | 76,979 | $22.2M | 0.04% | +200+0.3% | Added |
| Public Employees Retirement System of Ohio | 80,381 | $23.2M | 0.08% | +20,400+34.0% | Added |
| Pictet Asset Management Holding SA | 83,377 | $24.0M | 0.03% | +14,431+20.9% | Added |
| Virtu Financial LLC | 84,369 | $24.3M | 1.32% | +84,369 | New |
| Accuvest Global Advisors | 84,822 | $24.5M | 20.81% | +60,470+248.3% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 85,246 | $24.6M | 0.05% | +27,336+47.2% | Added |
| Mariner, LLC | 85,563 | $24.7M | 0.04% | +8,154+10.5% | Added |
| Shariaportfolio, Inc. | 87,597 | $25.3M | 13.12% | −7,718−8.1% | Reduced |
| Great West Life Assurance Co | 87,652 | $25.3M | 0.04% | +11,961+15.8% | Added |
| TD Asset Management Inc | 88,426 | $25.5M | 0.02% | +30,848+53.6% | Added |
| Asset Management One Co.,Ltd. | 88,428 | $25.5M | 0.09% | +22,793+34.7% | Added |
| Raymond James Financial Inc | 90,838 | $26.2M | 0.01% | −1,942−2.1% | Reduced |
| Squarepoint Ops LLC | 93,933 | $27.1M | 0.07% | −13,561−12.6% | Reduced |
| KBC Group NV | 94,993 | $27.4M | 0.08% | +53,069+126.6% | Added |
| Korea Investment CORP | 95,867 | $27.6M | 0.07% | +11,451+13.6% | Added |
| Twin Tree Management, LP | 97,585 | $28.1M | 0.62% | +31,659+48.0% | Added |
| BLKBRD Asset Management, LP | 98,965 | $28.5M | 34.67% | +98,965 | New |
| Alliancebernstein L.P. | 99,074 | $28.6M | 0.01% | +28,026+39.4% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 101,227 | $29.2M | 0.08% | +19,994+24.6% | Added |
| Ossiam | 105,187 | $30.3M | 0.42% | +101,844+3,046.5% | Added |
| Foundations Investment Advisors, LLC | 107,029 | $30.9M | 0.57% | +3,931+3.8% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 107,345 | $30.9M | 0.07% | +56,032+109.2% | Added |
| Treasurer of the State of North Carolina | 107,925 | $31.1M | 0.12% | +31,285+40.8% | Added |
| LMR Partners LLP | 108,128 | $31.2M | 0.63% | +56,206+108.3% | Added |
| Royal London Asset Management Ltd | 110,069 | $31.7M | 0.08% | +41,322+60.1% | Added |
| Creative Planning | 110,505 | $31.9M | 0.03% | +6,063+5.8% | Added |
| Cambridge Investment Research Advisors, Inc. | 111,835 | $32.2M | 0.11% | +1,149+1.0% | Added |
| Danske Bank A/S | 114,528 | $33.0M | 0.10% | +28,246+32.7% | Added |
| New York State Common Retirement Fund | 115,950 | $33.4M | 0.05% | +33,900+41.3% | Added |
| Cetera Investment Advisers | 117,569 | $33.9M | 0.07% | +17,089+17.0% | Added |
| Advisor Group Holdings, Inc. | 118,717 | $34.2M | 0.08% | −23,013−16.2% | Reduced |
| Strong Tower Advisory Services | 135,454 | $36.3M | 8.93% | −24,757−15.5% | Reduced |
| State of Wisconsin Investment Board | 127,528 | $36.8M | 0.10% | +26,571+26.3% | Added |
| Van Eck Associates Corp | 128,448 | $37.0M | 0.05% | +9,318+7.8% | Added |
| Aviva PLC | 129,374 | $37.3M | 0.09% | +34,421+36.3% | Added |
| Storebrand Asset Management AS | 138,757 | $40.0M | 0.13% | +33,805+32.2% | Added |
| Group One Trading, L.P. | 146,064 | $42.1M | 1.75% | +63,198+76.3% | Added |
| PEAK6 LLC | 154,612 | $44.6M | 1.74% | −290,892−65.3% | Reduced |
| BNP Paribas Arbitrage, SA | 154,814 | $44.6M | 0.03% | −509,560−76.7% | Reduced |
| Aspiring Ventures, LLC | 116,843 | $45.9M | 25.94% | +28,355+32.0% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 159,521 | $46.0M | 0.10% | +42,655+36.5% | Added |
| Horizon Kinetics Asset Management LLC | 161,495 | $46.6M | 0.53% | −3,820−2.3% | Reduced |
| Royal Bank of Canada | 162,909 | $47.0M | 0.01% | +47,450+41.1% | Added |
| Victory Capital Management Inc | 176,399 | $50.9M | 0.05% | +34,216+24.1% | Added |
| Bank of Montreal | 186,189 | $53.7M | 0.03% | −2,543,418−93.2% | Reduced |
| Correct Capital Wealth Management | 188,463 | $54.3M | 10.78% | +20,790+12.4% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 201,052 | $58.0M | 0.05% | +55,063+37.7% | Added |
| State Board of Administration of Florida Retirement System | 221,860 | $64.0M | 0.13% | +61,390+38.3% | Added |
| Commonwealth Equity Services, LLC | 238,472 | $68.7M | 0.10% | +11,227+4.9% | Added |
| Stifel Financial Corp | 246,065 | $70.9M | 0.08% | +19,755+8.7% | Added |
| HSBC Holdings PLC | 247,861 | $71.7M | 0.05% | +72,492+41.3% | Added |
| Harvest Portfolios Group Inc. | 251,295 | $72.4M | 2.14% | +251,295 | New |
| Citigroup Inc | 259,879 | $74.9M | 0.06% | −182,416−41.2% | Reduced |
| Rhumbline Advisers | 268,406 | $77.4M | 0.07% | +70,359+35.5% | Added |
| Natixis | 273,783 | $79.8M | 0.47% | +31,134+12.8% | Added |
| National Pension Service | 289,735 | $83.5M | 0.08% | +72,635+33.5% | Added |
| SG Americas Securities, LLC | 308,682 | $89.0M | 0.30% | −102,724−25.0% | Reduced |
| ProShare Advisors LLC | 310,763 | $89.6M | 0.20% | +102,280+49.1% | Added |
| Price T Rowe Associates Inc | 312,012 | $89.9M | 0.01% | −60,247−16.2% | Reduced |
| Goldman Sachs Group Inc | 332,594 | $95.9M | 0.02% | −411,877−55.3% | Reduced |
| California State Teachers Retirement System | 336,936 | $97.1M | 0.12% | +51,151+17.9% | Added |
| Jump Financial, LLC | 337,623 | $97.3M | 1.46% | +263,831+357.5% | Added |
| Mirae Asset Securities (USA) Inc. | 351,325 | $101.3M | 4.35% | +99,170+39.3% | Added |
| California Public Employees Retirement System | 357,183 | $103.0M | 0.07% | +92,470+34.9% | Added |
| Amundi | 372,482 | $105.1M | 0.04% | −197,735−34.7% | Reduced |
| Wells Fargo & Company | 367,212 | $105.9M | 0.03% | +96,923+35.9% | Added |
| Bank of America Corp | 402,469 | $116.0M | 0.01% | −65,953−14.1% | Reduced |
| Barclays PLC | 451,512 | $130.2M | 0.06% | +104,836+30.2% | Added |
| First Trust Advisors LP | 475,429 | $137.1M | 0.12% | +57,855+13.9% | Added |
| Toroso Investments, LLC | 480,923 | $138.6M | 1.17% | +149,960+45.3% | Added |
| Deutsche Bank AG | 518,042 | $149.3M | 0.06% | +97,590+23.2% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 528,850 | $152.5M | 0.11% | +113,752+27.4% | Added |
| Nuveen, LLC | 545,969 | $157.4M | 0.05% | +545,969 | New |
| FMR LLC | 562,688 | $162.2M | 0.01% | −14,637−2.5% | Reduced |
| LPL Financial LLC | 625,159 | $180.2M | 0.07% | +103,745+19.9% | Added |
| Swiss National Bank | 639,800 | $184.4M | 0.13% | +122,800+23.8% | Added |
| Capital World Investors | 652,804 | $188.2M | 0.03% | +4,456+0.7% | Added |
| Hudson Bay Capital Management LP | 720,992 | $207.8M | 1.32% | +109,498+17.9% | Added |
| National Bank of Canada | 744,688 | $214.7M | 0.25% | −1,071,305−59.0% | Reduced |
| Susquehanna International Group, LLP | 851,738 | $245.5M | 0.40% | −202,775−19.2% | Reduced |
| Belvedere Trading LLC | 896,772 | $258.5M | 22.42% | +613,507+216.6% | Added |
| Bank of New York Mellon Corp | 911,782 | $262.8M | 0.05% | +221,446+32.1% | Added |
| Legal & General Group Plc | 981,146 | $282.8M | 0.08% | +251,241+34.4% | Added |
| Charles Schwab Investment Management Inc | 1,010,394 | $291.3M | 0.05% | +248,618+32.6% | Added |
| UBS Asset Management Americas Inc | 1,045,517 | $301.4M | 0.08% | +243,053+30.3% | Added |
| JPMorgan Chase & Co | 1,123,918 | $324.0M | 0.02% | +112,900+11.2% | Added |
| Weiss Asset Management LP | 1,216,190 | $350.6M | 9.36% | +1,104,482+988.7% | Added |
| Invesco Ltd. | 1,226,158 | $353.5M | 0.07% | +246,886+25.2% | Added |
| Capula Management Ltd | 1,300,000 | $374.8M | 2.77% | +1,025,000+372.7% | Added |
| Northern Trust Corp | 1,392,666 | $401.5M | 0.06% | +316,481+29.4% | Added |