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 |
|---|---|---|---|---|---|
| Norden Group LLC | 720 | $207.6K | 0.02% | +720 | New |
| YHB Investment Advisors, Inc. | 726 | $209.3K | 0.02% | +726 | New |
| Tidemark, LLC | 734 | $211.6K | 0.08% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 734 | $211.6K | 0.01% | +734 | New |
| ASB Consultores, LLC | 737 | $212.5K | 0.14% | +737 | New |
| Allianz SE | 740 | $213.3K | 0.01% | −1,010−57.7% | Reduced |
| Stelac Advisory Services LLC | 740 | $213.3K | 0.09% | 00.0% | Unchanged |
| Bernardo Wealth Planning LLC | 743 | $214.0K | 0.05% | +133+21.8% | Added |
| Eschler Asset Management LLP | 749 | $215.9K | 0.55% | −9,001−92.3% | Reduced |
| Financial Perspectives, Inc | 749 | $215.9K | 0.07% | +582+348.5% | Added |
| Ashton Thomas Private Wealth, LLC | 749 | $215.9K | 0.01% | +749 | New |
| Sava Infond d.o.o. | 750 | $216.2K | 0.04% | −50−6.3% | Reduced |
| Atlanta Consulting Group Advisors, LLC | 750 | $216.2K | 0.06% | 00.0% | Unchanged |
| Beacon Financial Strategies CORP | 750 | $216.2K | 0.15% | 00.0% | Unchanged |
| WJ Interests, LLC | 750 | $216.2K | 0.10% | +750 | New |
| Primoris Wealth Advisors, LLC | 750 | $216.2K | 0.17% | 00.0% | Unchanged |
| RPG Investment Advisory, LLC | 756 | $217.9K | 0.02% | +756 | New |
| Walkner Condon Financial Advisors LLC | 760 | $219.1K | 0.04% | −362−32.3% | Reduced |
| Kovack Advisors, Inc. | 760 | $219.1K | 0.02% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 761 | $219.4K | 0.03% | +18+2.4% | Added |
| Strategic Investment Solutions, Inc. | 766 | $220.8K | 0.06% | −4−0.5% | Reduced |
| PYA Waltman Capital, LLC | 770 | $222.0K | 0.07% | +770 | New |
| Mirador Capital Partners LP | 776 | $223.7K | 0.04% | +776 | New |
| Callan Family Office, LLC | 789 | $227.4K | 0.02% | −134−14.5% | Reduced |
| Formidable Asset Management, LLC | 789 | $227.4K | 0.04% | +789 | New |
| Citizens Financial Group Inc | 794 | $228.9K | 0.00% | −13−1.6% | Reduced |
| Pin Oak Investment Advisors Inc | 568 | $229.0K | 0.17% | +278+95.9% | Added |
| Pettinga Financial Advisors, LLC | 795 | $229.2K | 0.05% | +795 | New |
| Fidelis Capital Partners, LLC | 625 | $230.4K | 0.02% | +625 | New |
| JFG Wealth Management, LLC | 800 | $230.6K | 0.05% | 00.0% | Unchanged |
| Firestone Capital Management | 800 | $230.6K | 0.06% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 800 | $230.6K | 0.04% | 00.0% | Unchanged |
| Littlejohn Financial Services, Inc. | 800 | $230.6K | 0.18% | 00.0% | Unchanged |
| Precision Wealth Strategies, LLC | 804 | $231.8K | 0.18% | +23+2.9% | Added |
| Associated Banc-Corp | 805 | $232.1K | 0.01% | −175−17.9% | Reduced |
| West Michigan Advisors, LLC | 806 | $232.3K | 0.08% | +12+1.5% | Added |
| Joel Isaacson & Co., LLC | 807 | $232.6K | 0.01% | 00.0% | Unchanged |
| Shell Asset Management Co | 811 | $234.0K | 0.01% | +67+9.0% | Added |
| Summit Financial, LLC | 815 | $234.9K | 0.01% | +41+5.3% | Added |
| Almanack Investment Partners, LLC. | 815 | $234.9K | 0.05% | +47+6.1% | Added |
| NBC Securities, Inc. | 820 | $236.0K | 0.02% | +820 | New |
| Family Management Corp | 820 | $236.4K | 0.04% | −550−40.1% | Reduced |
| Synergy Financial Group, LTD | 820 | $236.4K | 0.21% | 00.0% | Unchanged |
| MBL Wealth, LLC | 827 | $238.4K | 0.02% | +827 | New |
| GAMMA Investing LLC | 830 | $239.3K | 0.02% | +268+47.7% | Added |
| Duncan Williams Asset Management, LLC | 832 | $239.8K | 0.09% | +12+1.5% | Added |
| Power Wealth Management LLC | 833 | $240.1K | 0.10% | +2+0.2% | Added |
| Regions Financial Corp | 840 | $242.1K | 0.00% | −180−17.6% | Reduced |
| Premier Path Wealth Partners, LLC | 842 | $242.7K | 0.04% | −294−25.9% | Reduced |
| Cordatus Wealth Management LLC | 850 | $245.0K | 0.07% | 00.0% | Unchanged |
| Peak Planning Group, LLC | 852 | $245.6K | 0.10% | 00.0% | Unchanged |
| Signature Estate & Investment Advisors LLC | 856 | $246.8K | 0.01% | +856 | New |
| First Heartland Consultants, Inc. | 857 | $247.0K | 0.03% | +857 | New |
| TCG Advisory Services, LLC | 871 | $251.1K | 0.01% | +509+140.6% | Added |
| Nova R Wealth, Inc. | 873 | $251.8K | 0.12% | 00.0% | Unchanged |
| Narus Financial Partners, LLC | 875 | $252.2K | 0.09% | −78−8.2% | Reduced |
| Penserra Capital Management LLC | 880 | $253.0K | 0.00% | −28,146−97.0% | Reduced |
| Index Fund Advisors, Inc. | 879 | $253.4K | 0.02% | −12−1.3% | Reduced |
| Soltis Investment Advisors LLC | 889 | $256.3K | 0.02% | +94+11.8% | Added |
| Financial Partners Group, Inc | 891 | $256.9K | 0.04% | +40+4.7% | Added |
| Achmea Investment Management B.V. | 901 | $259.0K | 0.00% | −14,365−94.1% | Reduced |
| First National Corp | 900 | $259.4K | 0.06% | +900 | New |
| Congress Wealth Management LLC | 899 | $259.8K | 0.00% | +899 | New |
| Thompson Davis & Co., Inc. | 910 | $261.3K | 0.21% | +910 | New |
| Resources Investment Advisors, LLC. | 911 | $262.6K | 0.00% | −759−45.4% | Reduced |
| International Assets Investment Management, LLC | 919 | $264.9K | 0.02% | +919 | New |
| Abel Hall, LLC | 925 | $266.6K | 0.16% | −378−29.0% | Reduced |
| Buckingham Strategic Partners | 931 | $268.4K | 0.00% | +931 | New |
| GK Wealth Management LLC | 931 | $268.4K | 0.34% | +931 | New |
| Angeles Wealth Management, LLC | 938 | $270.4K | 0.02% | +938 | New |
| LJI Wealth Management, LLC | 945 | $272.5K | 0.05% | +9+1.0% | Added |
| Insight Advisors, LLC | 948 | $273.3K | 0.05% | +948 | New |
| TRUE Private Wealth Advisors | 950 | $273.8K | 0.03% | +950 | New |
| Invst, LLC | 950 | $273.9K | 0.04% | +950 | New |
| San Luis Wealth Advisors LLC | 1,439 | $276.0K | 0.06% | +1,439 | New |
| Avidian Wealth Solutions, LLC | 968 | $279.2K | 0.01% | +968 | New |
| FFG Partners, LLC | 980 | $282.5K | 0.12% | +980 | New |
| Capital Performance Advisors LLP | 980 | $282.5K | 0.06% | +110+12.6% | Added |
| L2 Asset Management, LLC | 985 | $283.9K | 0.06% | +276+38.9% | Added |
| TCFG Wealth Management, LLC | 986 | $284.2K | 0.14% | −151−13.3% | Reduced |
| Savant Capital, LLC | 996 | $287.1K | 0.00% | −179−15.2% | Reduced |
| MRP Capital Investments, LLC | 1,000 | $288.3K | 0.27% | −50−4.8% | Reduced |
| Whitener Capital Management, Inc. | 1,000 | $288.3K | 0.08% | 00.0% | Unchanged |
| JBF Capital, Inc. | 1,000 | $288.3K | 0.06% | 00.0% | Unchanged |
| Independent Family Office, LLC | 1,000 | $288.3K | 0.15% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 1,000 | $288.3K | 0.00% | +90+9.9% | Added |
| Shoker Investment Counsel, Inc. | 1,000 | $288.3K | 0.10% | +1,000 | New |
| Alta Advisers Ltd | 1,010 | $291.2K | 0.12% | +1,010 | New |
| Calton & Associates, Inc. | 1,012 | $291.7K | 0.07% | +1,012 | New |
| Black Diamond Financial, LLC | 1,013 | $292.0K | 0.04% | 00.0% | Unchanged |
| Gordian Capital Singapore Pte Ltd | 1,010 | $292.3K | 0.18% | +100+11.0% | Added |
| BCS Wealth Management | 1,015 | $293.0K | 0.08% | +1,015 | New |
| Phoenix Holdings Ltd. | 1,033 | $297.6K | 0.00% | −720−41.1% | Reduced |
| Vista Finance, LLC | 1,033 | $297.8K | 0.26% | +1,033 | New |
| HBW Advisory Services LLC | 1,034 | $298.1K | 0.04% | −87−7.8% | Reduced |
| Old Mission Investment Co LLC | 1,040 | $299.8K | 0.09% | −14−1.3% | Reduced |
| Schechter Investment Advisors, LLC | 1,041 | $300.1K | 0.02% | −79−7.1% | Reduced |
| Ostrum Asset Management | 1,043 | $300.7K | 0.02% | −28−2.6% | Reduced |
| We Are One Seven, LLC | 1,055 | $304.2K | 0.01% | −7−0.7% | Reduced |
| Altiora Financial Group, LLC | 1,058 | $305.0K | 0.06% | 00.0% | Unchanged |