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Livermore
Livermore
ZHEN

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

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.

Institutional holdersQ1 2025: 1,013 institutions
Q1 2021: 287 institutionsQ2 2021: 270 institutionsQ3 2021: 287 institutionsQ4 2021: 290 institutionsQ1 2022: 268 institutionsQ2 2022: 238 institutionsQ3 2022: 231 institutionsQ4 2022: 212 institutionsQ1 2023: 252 institutionsQ2 2023: 271 institutionsQ3 2023: 295 institutionsQ4 2023: 370 institutionsQ1 2024: 530 institutionsQ2 2024: 592 institutionsQ3 2024: 662 institutionsQ4 2024: 993 institutionsQ1 2025: 1,013 institutionsQ2 2025: 1,161 institutionsQ3 2025: 1,087 institutionsQ4 2025: 982 institutionsQ1 2026: 946 institutionsQ2 2026: 852 institutions
Value heldQ1 2025: $36.2B
Q1 2021: $3.86BQ2 2021: $4.24BQ3 2021: $3.30BQ4 2021: $3.26BQ1 2022: $3.00BQ2 2022: $1.05BQ3 2022: $1.25BQ4 2022: $812.8MQ1 2023: $1.92BQ2 2023: $2.39BQ3 2023: $2.29BQ4 2023: $5.14BQ1 2024: $16.4BQ2 2024: $12.5BQ3 2024: $16.0BQ4 2024: $31.1BQ1 2025: $36.2BQ2 2025: $55.5BQ3 2025: $45.1BQ4 2025: $26.6BQ1 2026: $24.7BQ2 2026: $18.2B
Institutions holding MSTR and their total value by quarter
QuarterHoldersValue
Q2 2026852$18.2B
Q1 2026946$24.7B
Q4 2025982$26.6B
Q3 20251,087$45.1B
Q2 20251,161$55.5B
Q1 20251,013$36.2B
Q4 2024993$31.1B
Q3 2024662$16.0B
Q2 2024592$12.5B
Q1 2024530$16.4B
Q4 2023370$5.14B
Q3 2023295$2.29B
Q2 2023271$2.39B
Q1 2023252$1.92B
Q4 2022212$812.8M
Q3 2022231$1.25B
Q2 2022238$1.05B
Q1 2022268$3.00B
Q4 2021290$3.26B
Q3 2021287$3.30B
Q2 2021270$4.24B
Q1 2021287$3.86B

Institutions, Q1 2025

Shares, value and share of portfolio for each institution holding Strategy Inc; share changes are against Q4 2024.

Institutions holding MSTR in Q1 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Ci Investments Inc.1,059$305.0K0.00%−358−25.3%Reduced
Glass Jacobson Investment Advisors llc1,079$312.5K0.10%00.0%Unchanged
Ground Swell Capital, LLC1,091$314.5K0.72%+1,091New
Novak & Powell Financial Services, Inc.1,104$318.3K0.20%+200+22.1%Added
Thoroughbred Financial Services, LLC1,108$319.0K0.02%+94+9.3%Added
Regatta Capital Group, LLC1,110$320.0K0.06%+10+0.9%Added
Alpha Family Trust1,110$320.0K0.19%+1,110New
Sagespring Wealth Partners, LLC1,112$320.5K0.01%+97+9.6%Added
Revisor Wealth Management LLC1,127$324.9K0.14%−678−37.6%Reduced
B & T Capital Management DBA Alpha Capital Management1,127$324.9K0.06%−3,144−73.6%Reduced
GPS Wealth Strategies Group, LLC1,132$326.3K0.04%+12+1.1%Added
Arlington Capital Management, Inc.1,136$327.5K0.25%−251−18.1%Reduced
Palisades Hudson Asset Management, L.P.1,141$329.0K0.15%−466−29.0%Reduced
Clear Creek Financial Management, LLC1,153$332.4K0.03%+116+11.2%Added
Paragon Capital Management Inc1,160$334.4K0.27%+1,160New
Avantax Planning Partners, Inc.1,165$335.8K0.01%−10−0.9%Reduced
Howard Capital Management Inc.1,171$337.6K0.01%+1,171New
Miracle Mile Advisors, LLC1,175$338.7K0.01%+1,175New
Capital Investment Advisors, LLC1,176$339.1K0.01%−355−23.2%Reduced
Mustard Seed Financial, LLC1,179$339.9K0.27%00.0%Unchanged
Wise Wealth Partners1,185$341.5K0.82%−57−4.6%Reduced
Simon Quick Advisors, LLC1,185$341.5K0.02%+484+69.0%Added
Redwood Wealth Management Group, LLC1,185$341.6K0.17%+1,185New
Livforsakringsbolaget Skandia, Omsesidigt1,200$345.9K0.02%00.0%Unchanged
McIlrath & Eck, LLC1,200$345.9K0.04%00.0%Unchanged
Evelyn Partners Investment Management (Europe) Ltd1,200$345.9K0.13%00.0%Unchanged
SkyOak Wealth, LLC1,200$345.9K0.08%+1,200New
Powell Investment Advisors, LLC1,200$345.9K0.17%+1,200New
Abundance Wealth Counselors1,200$346.0K0.07%+43+3.7%Added
Raiffeisen Bank International AG1,200$347.3K0.01%+1,200New
Drive Wealth Management, LLC1,209$348.5K0.08%+126+11.6%Added
Beese Fulmer Investment Management, Inc.1,212$349.4K0.03%00.0%Unchanged
Principal Securities, Inc.1,211$350.7K0.01%00.0%Unchanged
Frank, Rimerman Advisors LLC1,218$351.1K0.03%−59−4.6%Reduced
Snowden Capital Advisors LLC1,232$355.1K0.01%+138+12.6%Added
IFG Advisory, LLC1,232$355.2K0.02%−70−5.4%Reduced
Boothbay Fund Management, LLC1,241$357.7K0.01%+1,241New
Innovative Advisory Group, LLC1,253$361.2K0.34%−253−16.8%Reduced
Mountain Capital Investment Advisors, Inc1,042$365.1K0.08%+95+10.0%Added
Oder Investment Management, LLC1,268$365.5K0.31%00.0%Unchanged
Moneta Group Investment Advisors LLC1,273$367.1K0.01%+284+28.7%Added
McAdam, LLC1,280$369.0K0.02%+71+5.9%Added
Veracity Capital LLC1,286$370.7K0.15%+309+31.6%Added
AssuredPartners Investment Advisors, LLC1,290$371.9K0.07%+30+2.4%Added
D.A. Davidson & Co.1,297$373.9K0.00%−1,455−52.9%Reduced
Schonfeld Strategic Advisors LLC1,300$374.8K0.00%−327−20.1%Reduced
Wealth Preservation Advisors, LLC1,301$375.0K0.27%+1,301New
Willis Johnson & Associates, Inc.1,304$375.9K0.03%+1,304New
Discipline Wealth Solutions, LLC1,309$377.2K0.18%+282+27.5%Added
Generation Capital Management LLC1,311$377.9K0.34%−6−0.5%Reduced
Client 1st Advisory Group, LLC1,312$378.2K0.15%+395+43.1%Added
Daymark Wealth Partners, LLC1,314$378.7K0.02%−302−18.7%Reduced
Abound Wealth Management1,316$379.4K0.13%+311+30.9%Added
Moloney Securities Asset Management, LLC1,318$379.9K0.05%+505+62.1%Added
Syntegra Private Wealth Group, LLC1,336$385.1K0.05%+584+77.7%Added
Merkkuri Wealth Advisors LLC1,356$390.8K0.33%+25+1.9%Added
Berkeley Capital Partners, LLC1,364$393.2K0.11%+27+2.0%Added
Ionic Capital Management LLC1,386$399.5K0.45%+17+1.2%Added
Van Hulzen Asset Management, LLC1,387$399.8K0.04%+487+54.1%Added
Atomi Financial Group, Inc.1,391$401.0K0.02%+326+30.6%Added
Friday Financial1,290$403.2K0.24%+1,290New
Two Sigma Securities, LLC1,402$404.2K0.06%+339+31.9%Added
Johnson Investment Counsel Inc1,407$405.6K0.00%−1,813−56.3%Reduced
Canal Capital Management, LLC1,415$407.9K0.07%+279+24.6%Added
Sherbrooke Park Advisers LLC1,416$408.2K0.19%+1,416New
GR Financial Group, LLC1,418$408.7K0.06%+508+55.8%Added
Crew Capital Management, Ltd.1,422$409.9K0.33%+273+23.8%Added
Aventura Private Wealth, LLC1,425$410.8K0.22%+80+5.9%Added
Asahi Life Asset Management Co., Ltd.1,430$412.2K0.27%+1,430New
Am Investment Strategies LLC1,451$418.0K0.10%−660−31.3%Reduced
GLOBALT Investments LLC1,461$421.2K0.02%−75−4.9%Reduced
Wealth Alliance Advisory Group, LLC1,472$424.3K0.09%00.0%Unchanged
Finivi Inc.1,493$430.4K0.35%−1,842−55.2%Reduced
Hoey Investments, Inc1,500$432.4K0.09%00.0%Unchanged
XML Financial, LLC1,500$432.4K0.04%00.0%Unchanged
Koshinski Asset Management, Inc.1,503$433.3K0.04%−50−3.2%Reduced
Brighton Jones LLC1,511$435.7K0.01%−172−10.2%Reduced
Dillon & Associates Inc1,521$438.0K0.07%+461+43.5%Added
Central Trust Co1,532$441.6K0.01%+290+23.3%Added
Chung Wu Investment Group, LLC1,535$442.5K0.53%−1,400−47.7%Reduced
Tradition Wealth Management, LLC1,540$443.9K0.04%+242+18.6%Added
QRG Capital Management, Inc.1,549$446.4K0.00%−2,280−59.5%Reduced
Doliver Advisors, LP1,550$446.8K0.13%+1,550New
TSFG, LLC1,555$448.0K0.09%+675+76.7%Added
Institute for Wealth Management, LLC.1,557$448.7K0.06%−360−18.8%Reduced
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management1,558$449.1K0.01%−1,215−43.8%Reduced
Red Door Wealth Management, LLC1,568$452.0K0.07%+369+30.8%Added
Presidio Capital Management, LLC1,573$453.4K0.19%00.0%Unchanged
Unique Wealth, LLC1,578$454.9K0.09%+349+28.4%Added
Armis Advisers, LLC1,588$457.8K0.04%00.0%Unchanged
Edgestream Partners, L.P.1,590$458.3K0.02%−9,203−85.3%Reduced
Everhart Financial Group, Inc.1,591$458.6K0.06%+239+17.7%Added
Flagship Harbor Advisors, LLC1,599$460.9K0.02%+33+2.1%Added
MB, Levis & Associates, LLC1,600$461.2K0.21%00.0%Unchanged
Ronald Blue Trust, Inc.1,601$461.4K0.01%+164+11.4%Added
Certior Financial Group, LLC1,605$462.7K0.38%00.0%Unchanged
Crosspoint Financial, LLC1,606$463.0K1.34%+1,606New
Bulltick Wealth Management, LLC1,615$465.6K0.12%+131+8.8%Added
Integrity Alliance, LLC.1,620$467.0K0.02%+1,620New
ZEGA Investments, LLC1,622$467.6K0.14%+52+3.3%Added