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 |
|---|---|---|---|---|---|
| Altus Wealth Group LLC | 1,625 | $468.4K | 0.22% | 00.0% | Unchanged |
| Fiduciary Planning LLC | 1,625 | $468.4K | 0.15% | +166+11.4% | Added |
| Coldstream Capital Management Inc | 1,627 | $469.1K | 0.01% | +15+0.9% | Added |
| First Financial Bankshares Inc | 1,630 | $469.9K | 0.01% | 00.0% | Unchanged |
| MJP Associates Inc | 1,637 | $471.9K | 0.09% | +1,637 | New |
| Key Client Fiduciary Advisors, LLC | 1,643 | $473.6K | 0.22% | +556+51.1% | Added |
| Greenbush Financial Group, LLC | 1,650 | $475.6K | 0.24% | −100−5.7% | Reduced |
| NorthCrest Asset Manangement, LLC | 1,650 | $475.7K | 0.01% | +428+35.0% | Added |
| Vestia Personal Wealth Advisors | 1,651 | $475.9K | 0.38% | −15−0.9% | Reduced |
| Altshuler Shaham Ltd | – | $479.6K | 0.01% | – | New |
| Foguth Wealth Management, LLC. | 1,667 | $480.5K | 0.12% | 00.0% | Unchanged |
| Axq Capital, LP | 1,678 | $483.7K | 0.19% | +284+20.4% | Added |
| Global Assets Advisory, LLC | 1,740 | $487.7K | 0.09% | +1,740 | New |
| Mutual Advisors, LLC | 1,323 | $487.7K | 0.01% | +471+55.3% | Added |
| Texas Capital Bank Wealth Management Services Inc | 1,693 | $488.0K | 0.05% | 00.0% | Unchanged |
| Mill Creek Capital Advisors, LLC | 1,701 | $490.3K | 0.01% | +46+2.8% | Added |
| Guardian Wealth Advisors, LLC | 1,737 | $500.8K | 0.04% | +180+11.6% | Added |
| Sage Mountain Advisors LLC | 1,742 | $502.2K | 0.04% | −428−19.7% | Reduced |
| Florida Financial Advisors, LLC | 1,740 | $502.4K | 0.20% | +730+72.3% | Added |
| Ethic Inc. | 1,642 | $502.5K | 0.01% | +495+43.2% | Added |
| Consolidated Capital Management, LLC | 1,754 | $505.6K | 0.21% | +154+9.6% | Added |
| Hel Ved Capital Management Ltd | 1,755 | $505.9K | 0.26% | −6,860−79.6% | Reduced |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 1,687 | $516.3K | 0.04% | −3,456−67.2% | Reduced |
| Portside Wealth Group, LLC | 1,795 | $517.4K | 0.08% | +965+116.3% | Added |
| Hartline Investment Corp | 1,799 | $518.6K | 0.07% | −33,351−94.9% | Reduced |
| Chicago Trust Co NA | 1,800 | $518.9K | 0.09% | −25−1.4% | Reduced |
| Evanson Asset Management, LLC | 1,803 | $519.6K | 0.04% | −839−31.8% | Reduced |
| Crossmark Global Holdings, Inc. | 1,803 | $519.8K | 0.01% | +594+49.1% | Added |
| Ausdal Financial Partners, Inc. | 1,807 | $520.9K | 0.04% | −55−3.0% | Reduced |
| CWA Asset Management Group, LLC | 1,820 | $524.7K | 0.03% | +380+26.4% | Added |
| Castle Rock Wealth Management, LLC | 1,751 | $527.9K | 0.14% | −14−0.8% | Reduced |
| BCJ Capital Management, LLC | 1,836 | $529.3K | 0.04% | +494+36.8% | Added |
| Rossby Financial, LCC | 1,450 | $534.6K | 0.23% | 00.0% | Unchanged |
| Lauer Wealth, LLC | 1,405 | $535.9K | 0.41% | +1,405 | New |
| Smith, Moore & Co. | 1,861 | $536.5K | 0.05% | +862+86.3% | Added |
| Gerber Kawasaki Wealth & Investment Management | 1,866 | $537.9K | 0.02% | −151−7.5% | Reduced |
| Maripau Wealth Management LLC | 1,870 | $539.0K | 0.31% | +709+61.1% | Added |
| Lodestar Private Asset Management LLC | 1,870 | $539.1K | 0.07% | 00.0% | Unchanged |
| Prospect Financial Services LLC | 1,873 | $539.9K | 0.30% | −75−3.9% | Reduced |
| Woodward Diversified Capital, LLC | 1,890 | $544.8K | 0.39% | +1,890 | New |
| Savvy Advisors, Inc. | 1,895 | $546.4K | 0.05% | +1,895 | New |
| Cascade Financial Partners, LLC | 1,900 | $547.7K | 0.07% | 00.0% | Unchanged |
| Sassicaia Capital Advisers LLC | 1,900 | $547.7K | 1.98% | +1,900 | New |
| U.S. Capital Wealth Advisors, LLC | 1,904 | $549.0K | 0.02% | +642+50.9% | Added |
| Riverview Capital Advisers, LLC | 1,908 | $550.0K | 0.17% | 00.0% | Unchanged |
| Hollencrest Capital Management | 1,934 | $557.5K | 0.02% | +75+4.0% | Added |
| Great Valley Advisor Group, Inc. | 1,937 | $558.3K | 0.01% | +115+6.3% | Added |
| Northwestern Mutual Wealth Management Co | 1,963 | $565.9K | 0.00% | −464−19.1% | Reduced |
| Evergreen Capital Management LLC | 1,966 | $566.7K | 0.02% | +46+2.4% | Added |
| Empower Advisory Group, LLC | 1,979 | $570.5K | 0.00% | +37+1.9% | Added |
| Nicholas Investment Partners, LP | 1,997 | $575.7K | 0.06% | +1,997 | New |
| American Asset Management Inc. | 2,000 | $576.5K | 0.57% | 00.0% | Unchanged |
| WealthTrust Asset Management, LLC | 2,000 | $576.5K | 0.43% | 00.0% | Unchanged |
| LongView Wealth Management | 2,000 | $576.5K | 0.17% | 00.0% | Unchanged |
| Frisch Financial Group, Inc. | 2,000 | $577.0K | 0.16% | 00.0% | Unchanged |
| Wick Capital Partners, LLC | 2,046 | $589.8K | 0.18% | +2,046 | New |
| Rothschild Investment LLC | 2,049 | $590.7K | 0.04% | +46+2.3% | Added |
| Eqis Capital Management, Inc. | 2,054 | $592.2K | 0.05% | −1,947−48.7% | Reduced |
| Advisor OS, LLC | 2,055 | $592.4K | 0.07% | +40+2.0% | Added |
| Wealthspire Advisors, LLC | 2,072 | $597.2K | 0.00% | +246+13.5% | Added |
| Clearstead Advisors, LLC | 2,075 | $598.2K | 0.01% | +1,925+1,283.3% | Added |
| Scotia Capital Inc. | 2,094 | $603.6K | 0.00% | +996+90.7% | Added |
| Weaver Capital Management LLC | 2,100 | $605.4K | 0.16% | 00.0% | Unchanged |
| Mesirow Financial Investment Management, Inc. | 2,115 | $609.7K | 0.01% | +65+3.2% | Added |
| SRS Capital Advisors, Inc. | 2,128 | $613.4K | 0.04% | +1,585+291.9% | Added |
| LaSalle St. Investment Advisors, LLC | 2,137 | $616.0K | 0.15% | +263+14.0% | Added |
| Royal Fund Management, LLC | 2,192 | $631.9K | 0.08% | +1,092+99.3% | Added |
| Stonehearth Capital Management, LLC | 2,206 | $635.9K | 0.26% | +204+10.2% | Added |
| Strategic Blueprint, LLC | 2,260 | $651.6K | 0.04% | −650−22.3% | Reduced |
| AXS Investments LLC | 2,265 | $652.9K | 0.18% | −124−5.2% | Reduced |
| Meeder Advisory Services, Inc. | 2,267 | $653.5K | 0.04% | +781+52.6% | Added |
| Park Square Financial Group, LLC | 2,290 | $660.2K | 0.52% | −119−4.9% | Reduced |
| Cigna Investments Inc | 2,316 | $668.0K | 0.12% | +596+34.7% | Added |
| BridgePort Financial Solutions, LLC | 2,330 | $671.7K | 0.30% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 2,339 | $674.3K | 0.03% | −314−11.8% | Reduced |
| Capital Advisors Inc | 2,349 | $677.0K | 0.01% | +9+0.4% | Added |
| Ameritas Advisory Services, LLC | 2,360 | $682.4K | 0.03% | −9,766−80.5% | Reduced |
| Investment Partners Asset Management, Inc. | 2,369 | $682.9K | 0.54% | 00.0% | Unchanged |
| Kiker Wealth Management, LLC | 2,393 | $689.8K | 0.47% | −95−3.8% | Reduced |
| Caisse des Depots Et Consignations | 2,404 | $693.0K | 0.03% | +2,404 | New |
| Belpointe Asset Management LLC | 2,418 | $697.0K | 0.04% | +2,418 | New |
| JT Stratford LLC | 2,445 | $704.8K | 0.12% | +1,068+77.6% | Added |
| Plancorp, LLC | 2,469 | $711.7K | 0.03% | −13−0.5% | Reduced |
| SeaCrest Wealth Management, LLC | 2,472 | $712.6K | 0.08% | +175+7.6% | Added |
| Davenport & Co LLC | 2,480 | $715.0K | 0.00% | +72+3.0% | Added |
| Pine Valley Investments Ltd Liability Co | 2,492 | $718.4K | 0.05% | −90−3.5% | Reduced |
| Peapack Gladstone Financial Corp | 2,505 | $722.0K | 0.01% | +30+1.2% | Added |
| Resolute Partners Group | 2,506 | $722.4K | 0.21% | +919+57.9% | Added |
| Smith Anglin Financial, LLC | 2,507 | $722.6K | 0.08% | +751+42.8% | Added |
| Sapient Capital LLC | 2,510 | $723.6K | 0.01% | +2,510 | New |
| NVWM, LLC | 2,565 | $739.4K | 0.20% | +2+0.1% | Added |
| SLT Holdings LLC | 2,603 | $750.4K | 0.71% | +1,353+108.2% | Added |
| Rahlfs Capital, LLC | 2,610 | $752.4K | 0.75% | 00.0% | Unchanged |
| Westmount Partners, LLC | 2,624 | $756.4K | 0.23% | +458+21.1% | Added |
| Bellecapital International Ltd. | 2,641 | $761.3K | 0.15% | 00.0% | Unchanged |
| Milestone Asset Management, LLC | 2,662 | $767.4K | 0.16% | +2,662 | New |
| Maridea Wealth Management LLC | 2,664 | $768.0K | 0.25% | +1,183+79.9% | Added |
| Unique Wealth Strategies, LLC | 2,670 | $769.7K | 0.35% | 00.0% | Unchanged |
| PFG Investments, LLC | 2,684 | $773.7K | 0.05% | −424−13.6% | Reduced |
| Curran Financial Partners, LLC | 2,729 | $786.7K | 0.19% | 00.0% | Unchanged |