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 |
|---|---|---|---|---|---|
| Fortitude Family Office, LLC | 90 | $25.9K | 0.01% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 90 | $25.9K | 0.00% | +29+47.5% | Added |
| Dunhill Financial, LLC | 92 | $26.5K | 0.01% | +3+3.4% | Added |
| Safe Harbor Fiduciary, LLC | 92 | $26.5K | 0.03% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 93 | $26.8K | 0.00% | −227−70.9% | Reduced |
| Garde Capital, Inc. | 100 | $28.8K | 0.00% | −400−80.0% | Reduced |
| Avondale Wealth Management | 100 | $28.8K | 0.02% | 00.0% | Unchanged |
| First United Bank Trust | 100 | $28.8K | 0.01% | +100 | New |
| Smallwood Wealth Investment Management, LLC | 102 | $29.4K | 0.02% | +102 | New |
| Umb Bank N A | 103 | $29.7K | 0.00% | +3+3.0% | Added |
| Mather Group, LLC. | 104 | $29.9K | 0.00% | +4+4.0% | Added |
| Private Wealth Management Group, LLC | 105 | $30.3K | 0.01% | 00.0% | Unchanged |
| Montag A & Associates Inc | 105 | $30.3K | 0.00% | +35+50.0% | Added |
| Horrell Capital Management, Inc. | 107 | $30.8K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 114 | $33.0K | 0.02% | +6+5.6% | Added |
| South State Corp. | 123 | $35.5K | 0.00% | +123 | New |
| Sandy Spring Bank | 126 | $36.3K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 128 | $36.9K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 129 | $37.2K | 0.00% | +35+37.2% | Added |
| DT Investment Partners, LLC | 130 | $37.5K | 0.00% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 132 | $38.0K | 0.00% | −3−2.2% | Reduced |
| Huntington National Bank | 133 | $38.4K | 0.00% | +13+10.8% | Added |
| Nemes Rush Group LLC | 136 | $39.2K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 136 | $39.2K | 0.00% | +89+189.4% | Added |
| Semmax Financial Advisors Inc. | 100 | $41.6K | 0.01% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 150 | $43.2K | 0.02% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 155 | $44.7K | 0.01% | +155 | New |
| Hexagon Capital Partners LLC | 157 | $45.3K | 0.01% | +155+7,750.0% | Added |
| Activest Wealth Management | 166 | $47.9K | 0.01% | +53+46.9% | Added |
| Capital Analysts, LLC | 170 | $49.0K | 0.00% | +170 | New |
| Armstrong Advisory Group, Inc | 172 | $49.8K | 0.00% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 174 | $50.2K | 0.00% | +174 | New |
| Hopwood Financial Services, Inc. | 175 | $50.4K | 0.04% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 176 | $50.7K | 0.03% | −22−11.1% | Reduced |
| St Germain D J Co Inc | 177 | $51.0K | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 185 | $53.3K | 0.02% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 190 | $55.0K | 0.02% | 00.0% | Unchanged |
| Private Trust Co NA | 200 | $57.7K | 0.01% | −3−1.5% | Reduced |
| Glen Eagle Advisors, LLC | 200 | $57.7K | 0.01% | 00.0% | Unchanged |
| Costello Asset Management, INC | 200 | $57.7K | 0.02% | +200 | New |
| Westside Investment Management, Inc. | 206 | $59.4K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 206 | $59.4K | 0.01% | −59−22.3% | Reduced |
| TFC Financial Management | 208 | $60.0K | 0.01% | −42−16.8% | Reduced |
| FSC Wealth Advisors, LLC | 210 | $60.5K | 0.04% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 215 | $62.0K | 0.04% | −172−44.4% | Reduced |
| Richards, Merrill & Peterson, Inc. | 215 | $62.0K | 0.03% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 222 | $64.0K | 0.01% | +222 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 231 | $66.6K | 0.01% | +67+40.9% | Added |
| DAGCO, Inc. | 237 | $68.3K | 0.02% | +237 | New |
| Ancora Advisors, LLC | 240 | $69.2K | 0.00% | 00.0% | Unchanged |
| ICONIQ Capital, LLC | 838 | $70.4K | 0.00% | +838 | New |
| Bogart Wealth, LLC | 249 | $71.8K | 0.00% | −146−37.0% | Reduced |
| Burkett Financial Services, LLC | 250 | $72.1K | 0.03% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 261 | $75.2K | 0.00% | +28+12.0% | Added |
| CX Institutional | 291 | $84.0K | 0.00% | +291 | New |
| Eq Wealth Advisors, LLC | 307 | $88.5K | 0.07% | +307 | New |
| North Star Investment Management Corp. | 310 | $89.4K | 0.01% | −15−4.6% | Reduced |
| REAP Financial Group, LLC | 310 | $89.4K | 0.02% | 00.0% | Unchanged |
| Optimum Investment Advisors | 310 | $89.4K | 0.04% | +110+55.0% | Added |
| Compagnie Lombard Odier SCmA | 315 | $90.8K | 0.00% | +205+186.4% | Added |
| Cornerstone Planning Group LLC | 266 | $92.0K | 0.02% | +4+1.5% | Added |
| Pacific Center for Financial Services | 330 | $95.1K | 0.03% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 341 | $98.3K | 0.02% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 347 | $100.0K | 0.02% | +206+146.1% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 365 | $105.2K | 0.04% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 380 | $110.0K | 0.01% | +5+1.3% | Added |
| S.A. Mason LLC | 392 | $113.0K | 0.06% | +2+0.5% | Added |
| Salem Investment Counselors Inc | 398 | $114.7K | 0.00% | +7+1.8% | Added |
| Coston, McIsaac & Partners | 400 | $115.0K | 0.03% | +100+33.3% | Added |
| PSI Advisors, LLC | 403 | $116.2K | 0.04% | −57−12.4% | Reduced |
| Global Wealth Strategies & Associates | 408 | $117.6K | 0.04% | +338+482.9% | Added |
| Sunbelt Securities, Inc. | 434 | $125.1K | 0.01% | 00.0% | Unchanged |
| Stonehage Fleming Financial Services Holdings Ltd | 435 | $125.4K | 0.00% | +57+15.1% | Added |
| Bryn Mawr Trust Co | 443 | $127.7K | 0.00% | −614−58.1% | Reduced |
| Vestor Capital, LLC | 453 | $131.0K | 0.01% | 00.0% | Unchanged |
| Quarry LP | 489 | $141.0K | 0.04% | +429+715.0% | Added |
| Triglav Skladi, D.O.O. | 500 | $144.1K | 0.01% | +500 | New |
| Webster Bank, N. A. | 520 | $149.9K | 0.02% | 00.0% | Unchanged |
| WPG Advisers, LLC | 551 | $158.8K | 0.15% | +29+5.6% | Added |
| Skopos Labs, Inc. | 567 | $163.4K | 0.04% | +349+160.1% | Added |
| Evermay Wealth Management LLC | 580 | $167.2K | 0.02% | +580 | New |
| Stonebridge Financial Group, LLC | 592 | $170.7K | 0.02% | +42+7.6% | Added |
| JTC Employer Solutions Trusteee Ltd | 600 | $173.0K | 0.01% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 603 | $173.9K | 0.01% | −641−51.5% | Reduced |
| Continuum Advisory, LLC | 620 | $178.7K | 0.02% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 622 | $179.3K | 0.02% | +83+15.4% | Added |
| Harbor Investment Advisory, LLC | 665 | $191.7K | 0.02% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 643 | $196.8K | 0.00% | +118+22.5% | Added |
| Proficio Capital Partners LLC | 698 | $201.2K | 0.02% | −277−28.4% | Reduced |
| Smartleaf Asset Management LLC | 696 | $201.4K | 0.02% | −46−6.2% | Reduced |
| Pinnacle Wealth Management, LLC | 699 | $201.5K | 0.23% | −6,441−90.2% | Reduced |
| Northstar Financial Companies, Inc. | 700 | $201.8K | 0.22% | −50−6.7% | Reduced |
| Pennington Partners & Co., LLC | 700 | $201.8K | 0.12% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 702 | $202.5K | 0.01% | +702 | New |
| Montz Harcus Wealth Management LLC | 703 | $202.7K | 0.11% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 705 | $203.2K | 0.02% | +123+21.1% | Added |
| Howland Capital Management LLC | 710 | $204.7K | 0.01% | +10+1.4% | Added |
| Cardiff Park Advisors, LLC | 710 | $204.7K | 0.02% | +710 | New |
| Resonant Capital Advisors, LLC | 711 | $205.0K | 0.01% | +711 | New |
| King Wealth | 713 | $206.0K | 0.03% | +713 | New |