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 |
|---|---|---|---|---|---|
| Citadel Advisors LLC | 1,559,755 | $449.6M | 0.44% | +1,309,022+522.1% | Added |
| Marex Group plc | 1,676,798 | $483.4M | 9.26% | +716,213+74.6% | Added |
| UBS Group AG | 2,181,189 | $628.8M | 0.14% | −2,288,039−51.2% | Reduced |
| Norges Bank | 2,656,273 | $765.7M | 0.11% | +847,072+46.8% | Added |
| Capital Research Global Investors | 2,741,274 | $790.2M | 0.17% | +2,632,421+2,418.3% | Added |
| Geode Capital Management, LLC | 4,135,889 | $1.19B | 0.09% | +1,088,264+35.7% | Added |
| Cantor Fitzgerald, L. P. | 4,654,251 | $1.34B | 50.21% | +1,074,120+30.0% | Added |
| State Street Corp | 4,989,291 | $1.44B | 0.06% | +1,132,640+29.4% | Added |
| Clear Street Derivatives LLC | 5,283,815 | $1.52B | 26.24% | +1,213,678+29.8% | Added |
| Morgan Stanley | 7,683,940 | $2.22B | 0.16% | +2,425,799+46.1% | Added |
| BlackRock, Inc. | 14,418,806 | $4.16B | 0.09% | +3,157,005+28.0% | Added |
| Capital International Investors | 14,679,783 | $4.23B | 0.83% | +2,036,077+16.1% | Added |
| Vanguard Group Inc | 20,587,011 | $5.93B | 0.11% | +4,283,291+26.3% | Added |
| Proequities, Inc. | 0 | $0 | 0.00% | −72−100.0% | Sold out |
| Cable Car Capital LLC | 0 | $0 | 0.00% | −317,500−100.0% | Sold out |
| Ursa Fund Management, LLC | 0 | $0 | 0.00% | −169,100−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −117,912−100.0% | Sold out |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −114,562−100.0% | Sold out |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −105,175−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −73,339−100.0% | Sold out |
| Skaana Management L.P. | 0 | $0 | 0.00% | −54,908−100.0% | Sold out |
| Clear Street LLC | 0 | $0 | 0.00% | −45,600−100.0% | Sold out |
| Galaxy Digital Capital Management GP LLC | 0 | $0 | 0.00% | −45,434−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −37,355−100.0% | Sold out |
| CTC LLC | 0 | $0 | 0.00% | −33,450−100.0% | Sold out |
| Optiver Holding B.V. | 0 | $0 | 0.00% | −23,980−100.0% | Sold out |
| Patriot Investment Management Inc. | 0 | $0 | 0.00% | −18,032−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −17,212−100.0% | Sold out |
| TB Alternative Assets Ltd. | 0 | $0 | 0.00% | −14,085−100.0% | Sold out |
| AMF Pensionsforsakring AB | 0 | $0 | 0.00% | −13,790−100.0% | Sold out |
| Tredje AP-fonden | 0 | $0 | 0.00% | −13,150−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −12,590−100.0% | Sold out |
| DRW Securities, LLC | 0 | $0 | 0.00% | −11,893−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −11,637−100.0% | Sold out |
| Dakota Wealth Management | 0 | $0 | 0.00% | −10,444−100.0% | Sold out |
| Cullinan Associates Inc | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −9,561−100.0% | Sold out |
| Harvest Investment Services, LLC | 0 | $0 | 0.00% | −9,557−100.0% | Sold out |
| Senator Investment Group LP | 0 | $0 | 0.00% | −9,300−100.0% | Sold out |
| Fred Alger Management, LLC | 0 | $0 | 0.00% | −9,288−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −7,557−100.0% | Sold out |
| GWN Securities Inc. | 0 | $0 | 0.00% | −6,080−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −7,349−100.0% | Sold out |
| Five Oceans Advisors | 0 | $0 | 0.00% | −6,445−100.0% | Sold out |
| Delta Investment Management, LLC | 0 | $0 | 0.00% | −5,380−100.0% | Sold out |
| Boston Private Wealth LLC | 0 | $0 | 0.00% | −5,094−100.0% | Sold out |
| BlueCrest Capital Management Ltd | 0 | $0 | 0.00% | −4,942−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −4,297−100.0% | Sold out |
| AlTi Global, Inc. | 0 | $0 | 0.00% | −2,800−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −3,750−100.0% | Sold out |
| Pinnacle Family Advisors, LLC | 0 | $0 | 0.00% | −3,620−100.0% | Sold out |
| Polymer Capital Management (HK) LTD | 0 | $0 | 0.00% | −3,200−100.0% | Sold out |
| Impact Partnership Wealth, LLC | 0 | $0 | 0.00% | −3,167−100.0% | Sold out |
| 111 Capital | 0 | $0 | 0.00% | −3,130−100.0% | Sold out |
| Fisher Asset Management, LLC | 0 | $0 | 0.00% | −3,122−100.0% | Sold out |
| ParaFi Capital LP | 0 | $0 | 0.00% | −3,001−100.0% | Sold out |
| Selway Asset Management | 0 | $0 | 0.00% | −3,000−100.0% | Sold out |
| Telligent Fund, LP | 0 | $0 | 0.00% | −3,000−100.0% | Sold out |
| Requisite Capital Management, LLC | 0 | $0 | 0.00% | −2,975−100.0% | Sold out |
| UBS Oconnor LLC | 0 | $0 | 0.00% | −2,937−100.0% | Sold out |
| Polianta Ltd | 0 | $0 | 0.00% | −2,700−100.0% | Sold out |
| Raleigh Capital Management Inc. | 0 | $0 | 0.00% | −2,598−100.0% | Sold out |
| Fieldview Capital Management, LLC | 0 | $0 | 0.00% | −2,549−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −2,411−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −2,379−100.0% | Sold out |
| Miller Financial Services LLC | 0 | $0 | 0.00% | −2,303−100.0% | Sold out |
| Blueprint Investment Partners LLC | 0 | $0 | 0.00% | −2,197−100.0% | Sold out |
| Gilbert & Cook, Inc. | 0 | $0 | 0.00% | −2,100−100.0% | Sold out |
| Whittier Trust Co | 0 | $0 | 0.00% | −1,850−100.0% | Sold out |
| Left Brain Wealth Management, LLC | 0 | $0 | 0.00% | −1,615−100.0% | Sold out |
| Dana Investment Advisors, Inc. | 0 | $0 | 0.00% | −1,595−100.0% | Sold out |
| Private Wealth Advisors | 0 | $0 | 0.00% | −1,503−100.0% | Sold out |
| Bramshill Investments, LLC | 0 | $0 | 0.00% | −1,500−100.0% | Sold out |
| Laidlaw Wealth Management LLC | 0 | $0 | 0.00% | −1,347−100.0% | Sold out |
| Cornerstone Wealth Group, LLC | 0 | $0 | 0.00% | −1,221−100.0% | Sold out |
| Yeomans Consulting Group, Inc. | 0 | $0 | 0.00% | −1,186−100.0% | Sold out |
| Strategies Wealth Advisors, LLC | 0 | $0 | 0.00% | −1,011−100.0% | Sold out |
| First Hawaiian Bank | 0 | $0 | 0.00% | −1,110−100.0% | Sold out |
| Capital Wealth Planning, LLC | 0 | $0 | 0.00% | −1,037−100.0% | Sold out |
| Graypoint LLC | 0 | $0 | 0.00% | −1,028−100.0% | Sold out |
| Fedenia Advisers LLC | 0 | $0 | 0.00% | −1,022−100.0% | Sold out |
| Pinebridge Investments, L.P. | 0 | $0 | 0.00% | −1,018−100.0% | Sold out |
| Wealthquest Corp | 0 | $0 | 0.00% | −1,002−100.0% | Sold out |
| Ridgewood Investments LLC | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Tejara Capital Ltd | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Affiance Financial, LLC | 0 | $0 | 0.00% | −992−100.0% | Sold out |
| Steel Peak Wealth Management LLC | 0 | $0 | 0.00% | −967−100.0% | Sold out |
| Accurate Wealth Management, LLC | 0 | $0 | 0.00% | −833−100.0% | Sold out |
| Southland Equity Partners LLC | 0 | $0 | 0.00% | −917−100.0% | Sold out |
| Ycg, LLC | 0 | $0 | 0.00% | −910−100.0% | Sold out |
| Farringdon Capital, Ltd. | 0 | $0 | 0.00% | −892−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −885−100.0% | Sold out |
| Darden Wealth Group Inc | 0 | $0 | 0.00% | −850−100.0% | Sold out |
| Robertson Stephens Wealth Management, LLC | 0 | $0 | 0.00% | −829−100.0% | Sold out |
| Watts Gwilliam & Co., LLC | 0 | $0 | 0.00% | −672−100.0% | Sold out |
| Lewis Asset Management, LLC | 0 | $0 | 0.00% | −774−100.0% | Sold out |
| LGL Partners, LLC | 0 | $0 | 0.00% | −770−100.0% | Sold out |
| Objective Capital Management, LLC | 0 | $0 | 0.00% | −767−100.0% | Sold out |
| Financial Engines Advisors L.L.C. | 0 | $0 | 0.00% | −765−100.0% | Sold out |
| Alterna Wealth Management, Inc | 0 | $0 | 0.00% | −759−100.0% | Sold out |