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 |
|---|---|---|---|---|---|
| KG&L Capital Management,LLC | 2,731 | $787.3K | 0.26% | +2,731 | New |
| Massmutual Trust Co FSB | 2,740 | $789.9K | 0.02% | +657+31.5% | Added |
| Souders Financial Advisors | 2,790 | $804.3K | 0.11% | −1,339−32.4% | Reduced |
| DecisionMap Wealth Management, LLC | 2,817 | $812.1K | 0.62% | +4+0.1% | Added |
| Garden State Investment Advisory Services LLC | 2,865 | $825.9K | 0.26% | +160+5.9% | Added |
| Yousif Capital Management, LLC | 2,909 | $838.6K | 0.01% | +873+42.9% | Added |
| Financial Sense Advisors, Inc. | 2,911 | $839.2K | 0.24% | +2,911 | New |
| United Capital Financial Advisers, LLC | 2,912 | $839.3K | 0.01% | +620+27.1% | Added |
| Diligent Investors, LLC | 2,917 | $840.9K | 0.20% | +378+14.9% | Added |
| Kovitz Investment Group Partners, LLC | 2,925 | $843.1K | 0.00% | −503−14.7% | Reduced |
| Wealth Management Partners, LLC | 2,940 | $847.5K | 0.39% | −630−17.6% | Reduced |
| FNY Investment Advisers, LLC | 2,963 | $854.0K | 0.52% | +2,963 | New |
| Allworth Financial LP | 2,453 | $859.5K | 0.00% | +817+49.9% | Added |
| Farrell Financial LLC | 2,985 | $860.5K | 0.63% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 2,989 | $861.6K | 0.01% | +252+9.2% | Added |
| STF Management LP | 3,002 | $865.4K | 0.42% | +104+3.6% | Added |
| Garda Capital Partners LP | 3,009 | $867.4K | 0.49% | +3,009 | New |
| Harfst & Associates, Inc. | 3,012 | $868.3K | 0.20% | +3,012 | New |
| Abn Amro Investment Solutions | 3,037 | $875.5K | 0.02% | +871+40.2% | Added |
| ICICI Prudential Asset Management Co Ltd | 3,048 | $878.6K | 0.11% | +665+27.9% | Added |
| Masso Torrence Wealth Management Inc. | 3,055 | $880.7K | 0.47% | 00.0% | Unchanged |
| Bokf, NA | 3,063 | $883.0K | 0.02% | +363+13.4% | Added |
| Signaturefd, LLC | 3,096 | $892.6K | 0.02% | +602+24.1% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 3,107 | $895.7K | 0.04% | +597+23.8% | Added |
| Commerce Bank | 3,129 | $902.0K | 0.01% | +65+2.1% | Added |
| Citrine Capital LLC | 3,140 | $905.2K | 0.57% | 00.0% | Unchanged |
| STRS Ohio | 3,140 | $905.2K | 0.00% | +3,140 | New |
| BluePath Capital Management, LLC | 3,150 | $908.1K | 0.95% | +3,150 | New |
| Convergence Financial, LLC | 3,159 | $910.6K | 0.18% | +2,404+318.4% | Added |
| Ethos Financial Group, LLC | 3,157 | $914.3K | 0.09% | 00.0% | Unchanged |
| Means Investment Co., Inc. | 3,178 | $916.2K | 0.10% | +19+0.6% | Added |
| Glenmede Trust Co NA | 3,230 | $931.1K | 0.00% | −59−1.8% | Reduced |
| Nwam LLC | 3,241 | $934.3K | 0.08% | −16−0.5% | Reduced |
| Disciplined Investors, L.L.C. | 3,244 | $935.1K | 0.84% | +3,244 | New |
| First Foundation Advisors | 3,377 | $973.5K | 0.04% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 3,387 | $976.4K | 0.02% | +65+2.0% | Added |
| Lido Advisors, LLC | 3,396 | $979.1K | 0.01% | +240+7.6% | Added |
| ING Groep NV | 3,418 | $985.3K | 0.01% | −1,139−25.0% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 3,470 | $1.00M | 0.01% | +965+38.5% | Added |
| Pennsylvania Capital Management Inc | 3,549 | $1.02M | 0.38% | +439+14.1% | Added |
| Comerica Bank | 3,579 | $1.03M | 0.00% | −20,060−84.9% | Reduced |
| Signal Advisors Wealth, LLC | 3,585 | $1.03M | 0.10% | +806+29.0% | Added |
| EP Wealth Advisors, LLC | 3,586 | $1.03M | 0.01% | +227+6.8% | Added |
| Magnus Financial Group LLC | 3,628 | $1.05M | 0.10% | −55−1.5% | Reduced |
| Azzad Asset Management Inc | 3,628 | $1.05M | 0.12% | +3,628 | New |
| Quantbot Technologies LP | 3,638 | $1.05M | 0.03% | +3,638 | New |
| Wedmont Private Capital | 3,527 | $1.06M | 0.05% | +1,388+64.9% | Added |
| Larson Financial Group LLC | 3,677 | $1.06M | 0.05% | +1,219+49.6% | Added |
| Venture Visionary Partners LLC | 3,701 | $1.07M | 0.04% | +2,325+169.0% | Added |
| Matauro, LLC | 3,704 | $1.07M | 0.22% | −1,498−28.8% | Reduced |
| Oxler Private Wealth LLC | 3,718 | $1.07M | 0.38% | +292+8.5% | Added |
| Valeo Financial Advisors, LLC | 3,762 | $1.08M | 0.03% | +1,785+90.3% | Added |
| Brown Advisory Inc | 3,796 | $1.09M | 0.00% | −2−0.1% | Reduced |
| Change Path, LLC | 3,846 | $1.11M | 0.03% | −1,236−24.3% | Reduced |
| Close Asset Management Ltd | 3,879 | $1.12M | 0.03% | −181−4.5% | Reduced |
| Insigneo Advisory Services, LLC | 3,932 | $1.13M | 0.12% | +1,805+84.9% | Added |
| Chokshi & Queen Wealth Advisors, Inc | 3,950 | $1.14M | 0.75% | +3,950 | New |
| Claro Advisors LLC | 3,975 | $1.15M | 0.15% | −1,053−20.9% | Reduced |
| Capital Group Investment Management Pte. Ltd. | 3,983 | $1.15M | 0.23% | +2,949+285.2% | Added |
| Siemens Fonds Invest GmbH | 3,991 | $1.15M | 0.08% | +2,078+108.6% | Added |
| Parallel Advisors, LLC | 4,010 | $1.16M | 0.03% | +373+10.3% | Added |
| Bonfire Financial | 4,024 | $1.16M | 1.07% | +147+3.8% | Added |
| Simplicity Wealth,LLC | 4,038 | $1.16M | 0.09% | +4,038 | New |
| Flaharty Asset Management, LLC | 4,055 | $1.17M | 0.17% | +1,100+37.2% | Added |
| Traynor Capital Management, Inc. | 4,088 | $1.18M | 0.10% | −34,628−89.4% | Reduced |
| BNC Wealth Management, LLC | 4,097 | $1.18M | 0.43% | +998+32.2% | Added |
| Prime Capital Investment Advisors, LLC | 4,138 | $1.19M | 0.01% | +1,826+79.0% | Added |
| Vestcor Inc | 4,172 | $1.20M | 0.04% | +592+16.5% | Added |
| Stonegate Investment Group, LLC | 4,185 | $1.21M | 0.03% | −441−9.5% | Reduced |
| Verition Fund Management LLC | 4,286 | $1.24M | 0.01% | −3,611−45.7% | Reduced |
| Oak Thistle LLC | 4,287 | $1.24M | 0.25% | +4,287 | New |
| Cyndeo Wealth Partners, LLC | 4,289 | $1.24M | 0.08% | +1,435+50.3% | Added |
| Verus Capital Partners, LLC | 4,304 | $1.24M | 0.12% | +183+4.4% | Added |
| Aviso Wealth Management | 4,330 | $1.25M | 0.66% | 00.0% | Unchanged |
| Keybank National Association | 4,350 | $1.25M | 0.01% | −40−0.9% | Reduced |
| VestGen Advisors, LLC | 4,380 | $1.26M | 0.06% | +4,380 | New |
| Colony Group, LLC | 4,400 | $1.27M | 0.00% | +770+21.2% | Added |
| Great Lakes Advisors, LLC | 4,408 | $1.27M | 0.01% | −456−9.4% | Reduced |
| Empowered Funds, LLC | 4,434 | $1.28M | 0.02% | +1,108+33.3% | Added |
| Evexia Wealth LLC | 4,356 | $1.29M | 0.47% | +131+3.1% | Added |
| UniSuper Management Pty Ltd | 4,500 | $1.30M | 0.01% | +1,000+28.6% | Added |
| Illinois Municipal Retirement Fund | 4,530 | $1.31M | 0.02% | 00.0% | Unchanged |
| Arete Wealth Advisors, LLC | 4,554 | $1.31M | 0.10% | −1,445−24.1% | Reduced |
| Teilinger Capital Ltd. | 4,601 | $1.33M | 1.33% | −60,399−92.9% | Reduced |
| Lifeworks Advisors, LLC | 4,625 | $1.33M | 0.22% | +278+6.4% | Added |
| LCM Capital Management Inc | 4,641 | $1.34M | 0.79% | 00.0% | Unchanged |
| Sowell Financial Services LLC | 4,739 | $1.37M | 0.06% | +4,739 | New |
| Vienna Asset Management LLC | 4,788 | $1.38M | 1.09% | +3,321+226.4% | Added |
| MetLife Investment Management | 4,790 | $1.38M | 0.01% | +1,440+43.0% | Added |
| Gilman Hill Asset Management, LLC | 4,805 | $1.39M | 0.24% | +1,802+60.0% | Added |
| Marathon Trading Investment Management LLC | 4,811 | $1.39M | 0.74% | −416,456−98.9% | Reduced |
| Balyasny Asset Management LLC | 4,839 | $1.39M | 0.00% | −14,592−75.1% | Reduced |
| Pinnacle Associates Ltd | 4,870 | $1.40M | 0.02% | +10+0.2% | Added |
| Truvestments Capital LLC | 4,881 | $1.41M | 0.31% | +4,402+919.0% | Added |
| Abound Financial, LLC | 4,967 | $1.43M | 0.72% | +1,749+54.4% | Added |
| MAI Capital Management | 4,978 | $1.43M | 0.01% | +1,020+25.8% | Added |
| Silvercrest Asset Management Group LLC | 4,995 | $1.44M | 0.01% | +290+6.2% | Added |
| Paul Damon & Associates, Inc. | 5,011 | $1.44M | 0.89% | −1,750−25.9% | Reduced |
| Fortis Group Advisors, LLC | 5,072 | $1.46M | 0.28% | +4,317+571.8% | Added |
| Beacon Capital Management, LLC | 5,137 | $1.48M | 0.20% | +1,617+45.9% | Added |