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 |
|---|---|---|---|---|---|
| RSM US Wealth Management LLC | 5,276 | $1.52M | 0.02% | +168+3.3% | Added |
| Geneos Wealth Management Inc. | 5,292 | $1.53M | 0.05% | −493−8.5% | Reduced |
| Warren Averett Asset Management, LLC | 5,300 | $1.53M | 0.02% | −446−7.8% | Reduced |
| Metis Global Partners, LLC | 5,322 | $1.53M | 0.04% | +1,749+49.0% | Added |
| Keebeck Wealth Management, LLC | 5,383 | $1.55M | 0.23% | +465+9.5% | Added |
| Arkadios Wealth Advisors | 5,433 | $1.57M | 0.06% | +1,679+44.7% | Added |
| Evergreen Wealth Solutions, LLC | 5,443 | $1.57M | 1.06% | +43+0.8% | Added |
| Covenant Asset Management, LLC | 5,500 | $1.59M | 0.40% | −50−0.9% | Reduced |
| Concurrent Investment Advisors, LLC | 5,554 | $1.60M | 0.04% | +1,089+24.4% | Added |
| Wallace Hart LLC | 5,602 | $1.61M | 4.06% | +500+9.8% | Added |
| Comprehensive Financial Consultants Institutional, Inc. | 5,608 | $1.62M | 0.57% | +22+0.4% | Added |
| AdvisorNet Financial, Inc | 5,651 | $1.63M | 0.12% | +1,270+29.0% | Added |
| Greenleaf Trust | 5,671 | $1.63M | 0.01% | +828+17.1% | Added |
| Sterling Investment Advisors, Ltd. | 5,682 | $1.64M | 0.39% | +302+5.6% | Added |
| Centaurus Financial, Inc. | 5,716 | $1.65M | 0.10% | +718+14.4% | Added |
| Beacon Pointe Advisors, LLC | 5,750 | $1.66M | 0.02% | −650−10.2% | Reduced |
| Fiduciary Trust Co | 5,768 | $1.66M | 0.02% | +5+0.1% | Added |
| Wealthcare Advisory Partners LLC | 5,801 | $1.67M | 0.04% | +734+14.5% | Added |
| AIA Group Ltd | 5,855 | $1.69M | 0.04% | +5,855 | New |
| Sepio Capital, LP | 5,856 | $1.69M | 0.13% | −8−0.1% | Reduced |
| Diversify Wealth Management, LLC | 4,428 | $1.69M | 0.13% | +41+0.9% | Added |
| China Universal Asset Management Co., Ltd. | 5,871 | $1.69M | 0.16% | +2,893+97.1% | Added |
| National Asset Management, Inc. | 5,888 | $1.70M | 0.05% | +2,943+99.9% | Added |
| HighPoint Advisor Group LLC | 4,462 | $1.70M | 0.10% | +825+22.7% | Added |
| Hilltop Holdings Inc. | 5,947 | $1.71M | 0.11% | −498−7.7% | Reduced |
| DeepCurrents Investment Group LLC | 5,972 | $1.72M | 0.06% | +4,016+205.3% | Added |
| SRN Advisors, LLC | 6,023 | $1.74M | 1.95% | +1,744+40.8% | Added |
| Core Wealth Partners LLC | 6,025 | $1.74M | 1.01% | +100+1.7% | Added |
| Assenagon Asset Management S.A. | 6,030 | $1.74M | 0.00% | +1,042+20.9% | Added |
| E Fund Management Co., Ltd. | 6,060 | $1.75M | 0.08% | +3,887+178.9% | Added |
| APG Asset Management US Inc. | 5,761 | $1.76M | 0.01% | 00.0% | Unchanged |
| Pensionmark Financial Group, LLC | 6,162 | $1.78M | 0.05% | +64+1.0% | Added |
| Scientech Research LLC | 6,164 | $1.78M | 0.47% | +4,962+412.8% | Added |
| Integrated Wealth Concepts LLC | 6,178 | $1.78M | 0.02% | +1,367+28.4% | Added |
| Bridgewater Associates, LP | 6,214 | $1.79M | 0.01% | +6,214 | New |
| Good Life Advisors, LLC | 6,243 | $1.80M | 0.13% | +3,402+119.7% | Added |
| Waldron Private Wealth LLC | 6,256 | $1.80M | 0.09% | −1,028−14.1% | Reduced |
| Investment Management Corp of Ontario | 6,400 | $1.84M | 0.04% | +6,400 | New |
| Newbridge Financial Services Group, Inc. | 6,448 | $1.86M | 0.45% | +110+1.7% | Added |
| Norinchukin Bank, The | 6,492 | $1.87M | 0.03% | +4,633+249.2% | Added |
| Baird Financial Group, Inc. | 6,577 | $1.90M | 0.00% | −622−8.6% | Reduced |
| Kingsview Wealth Management, LLC | 6,671 | $1.92M | 0.04% | +354+5.6% | Added |
| Banque Cantonale Vaudoise | 6,685 | $1.93M | 0.08% | +6,685 | New |
| Sequoia Financial Advisors, LLC | 6,695 | $1.93M | 0.01% | +760+12.8% | Added |
| Sigma Planning Corp | 6,719 | $1.94M | 0.06% | +1,002+17.5% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 6,720 | $1.94M | 0.14% | +6,720 | New |
| The PNC Financial Services Group, Inc. | 6,727 | $1.94M | 0.00% | +1,222+22.2% | Added |
| Fifth Third Bancorp | 6,736 | $1.94M | 0.01% | +6,136+1,022.7% | Added |
| Omers Administration Corp | 6,753 | $1.95M | 0.02% | +5,726+557.5% | Added |
| Farther Finance Advisors, LLC | 6,367 | $1.95M | 0.05% | −213−3.2% | Reduced |
| Everence Capital Management Inc | 6,760 | $1.95M | 0.13% | +1,880+38.5% | Added |
| Wellington Management Group LLP | 6,816 | $1.96M | 0.00% | +3,251+91.2% | Added |
| Aptus Capital Advisors, LLC | 6,852 | $1.98M | 0.02% | +507+8.0% | Added |
| Bank of Nova Scotia | 6,870 | $1.98M | 0.00% | +435+6.8% | Added |
| Ambassador Advisors, LLC | 6,873 | $1.98M | 0.34% | +343+5.3% | Added |
| Perennial Investment Advisors, LLC | 6,961 | $2.01M | 0.23% | +1,138+19.5% | Added |
| Csenge Advisory Group | 6,485 | $2.06M | 0.12% | +291+4.7% | Added |
| Lazard Asset Management LLC | 7,162 | $2.06M | 0.00% | +6,359+791.9% | Added |
| Partners Wealth Management, LLC | 7,183 | $2.07M | 2.35% | +243+3.5% | Added |
| Tokio Marine Asset Management Co Ltd | 7,192 | $2.07M | 0.08% | +1,882+35.4% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 7,279 | $2.10M | 0.06% | +354+5.1% | Added |
| Sterling Financial Group, Inc. | 7,337 | $2.12M | 0.76% | +7,337 | New |
| Fort Point Capital Partners LLC | 7,377 | $2.13M | 0.24% | +5,377+268.8% | Added |
| APG Asset Management N.V. | 8,121 | $2.17M | 0.01% | −1,639−16.8% | Reduced |
| Dynamic Advisor Solutions LLC | 7,554 | $2.18M | 0.07% | +2,035+36.9% | Added |
| TownSquare Capital, LLC | 7,590 | $2.19M | 0.02% | +1,640+27.6% | Added |
| Advisory Services Network, LLC | 7,620 | $2.20M | 0.04% | +6,519+592.1% | Added |
| Gladstone Institutional Advisory LLC | 7,624 | $2.20M | 0.10% | −193−2.5% | Reduced |
| Merit Financial Group, LLC | 7,707 | $2.22M | 0.03% | +230+3.1% | Added |
| Vivid Wealth Management, LLC | 7,756 | $2.24M | 1.12% | +7,756 | New |
| Ameritas Investment Partners, Inc. | 7,781 | $2.24M | 0.08% | +1,959+33.6% | Added |
| Captrust Financial Advisors | 7,846 | $2.26M | 0.01% | −204−2.5% | Reduced |
| Strategic Advocates LLC | 7,853 | $2.26M | 0.79% | +403+5.4% | Added |
| Monograph Wealth Advisors, LLC | 7,955 | $2.29M | 0.31% | +7,955 | New |
| Allstate Corp | 8,117 | $2.34M | 0.07% | +2,717+50.3% | Added |
| Axxcess Wealth Management, LLC | 8,145 | $2.35M | 0.06% | +1,835+29.1% | Added |
| J.W. Cole Advisors, Inc. | 8,193 | $2.36M | 0.07% | +3,062+59.7% | Added |
| Prudential PLC | 8,205 | $2.37M | 0.01% | +4,646+130.5% | Added |
| Legacy Wealth Managment, LLC | 8,224 | $2.37M | 1.72% | +760+10.2% | Added |
| Navellier & Associates Inc | 6,156 | $2.38M | 0.33% | +1,358+28.3% | Added |
| QTR Family Wealth, LLC | 8,270 | $2.38M | 1.80% | +8,270 | New |
| Stratos Wealth Advisors, LLC | 8,317 | $2.40M | 0.13% | −51−0.6% | Reduced |
| Teamwork Financial Advisors, LLC | 8,392 | $2.42M | 0.33% | +5,981+248.1% | Added |
| Blue Sky Capital Consultants Group, Inc. | 8,471 | $2.44M | 1.60% | +788+10.3% | Added |
| Intech Investment Management LLC | 8,528 | $2.46M | 0.03% | +501+6.2% | Added |
| Truist Financial Corp | 8,562 | $2.47M | 0.00% | +727+9.3% | Added |
| Tudor Investment Corp Et Al | 8,715 | $2.51M | 0.02% | +5,276+153.4% | Added |
| Park Avenue Securities LLC | 8,779 | $2.53M | 0.03% | +310+3.7% | Added |
| Cavalier Investments, LLC | 8,780 | $2.53M | 0.86% | +8,780 | New |
| B. Metzler seel. Sohn & Co. AG | 8,828 | $2.54M | 0.03% | +2,074+30.7% | Added |
| Banque Transatlantique SA | 9,015 | $2.60M | 0.08% | −174,854−95.1% | Reduced |
| O'Shaughnessy Asset Management, LLC | 9,117 | $2.63M | 0.02% | −267−2.8% | Reduced |
| CTC Alternative Strategies, Ltd. | 9,120 | $2.63M | 3.21% | +5,236+134.8% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 9,458 | $2.73M | 0.10% | −232−2.4% | Reduced |
| Sovran Advisors, LLC | 8,687 | $2.76M | 0.36% | +3,919+82.2% | Added |
| Visionary Wealth Advisors | 9,619 | $2.77M | 0.17% | +1,047+12.2% | Added |
| Traphagen Investment Advisors LLC | 9,756 | $2.81M | 0.29% | +635+7.0% | Added |
| Thrivent Financial for Lutherans | 8,791 | $2.81M | 0.01% | −3,003−25.5% | Reduced |
| Steward Partners Investment Advisory, LLC | 9,890 | $2.85M | 0.03% | +2,222+29.0% | Added |
| GTS Securities LLC | 9,932 | $2.86M | 0.12% | −13,804−58.2% | Reduced |