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 |
|---|---|---|---|---|---|
| Campion Asset Management LLC | 9,940 | $2.87M | 2.22% | 00.0% | Unchanged |
| Banco Bilbao Vizcaya Argentaria, S.A. | 9,335 | $2.88M | 0.03% | −1,505−13.9% | Reduced |
| CIBC World Markets Inc. | 9,978 | $2.88M | 0.01% | −1,755−15.0% | Reduced |
| Synergy Financial Management, LLC | 10,036 | $2.89M | 0.36% | −9,348−48.2% | Reduced |
| Quantinno Capital Management LP | 10,194 | $2.94M | 0.02% | +6,552+179.9% | Added |
| CIBC World Markets Corp | 10,322 | $2.98M | 0.02% | −2,014−16.3% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 10,325 | $2.98M | 0.03% | −19,103−64.9% | Reduced |
| MTM Investment Management, LLC | 9,789 | $3.00M | 1.16% | +185+1.9% | Added |
| Prospera Financial Services Inc | 10,398 | $3.00M | 0.07% | +51+0.5% | Added |
| Wedbush Securities Inc | 10,503 | $3.03M | 0.11% | +1,830+21.1% | Added |
| SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co | 10,551 | $3.04M | 3.13% | −4,651−30.6% | Reduced |
| Ewing Morris & Co. Investment Partners Ltd. | 7,441 | $3.07M | 0.97% | −641−7.9% | Reduced |
| Moore Capital Management, LP | 10,789 | $3.11M | 0.10% | +10,789 | New |
| Andar Capital Management HK Ltd | 10,800 | $3.11M | 6.00% | −900−7.7% | Reduced |
| Perigon Wealth Management, LLC | 10,811 | $3.12M | 0.08% | −212−1.9% | Reduced |
| Maryland State Retirement & Pension System | 10,819 | $3.12M | 0.07% | +1,828+20.3% | Added |
| Flow Traders U.S. LLC | 10,831 | $3.12M | 0.13% | −55,412−83.6% | Reduced |
| StoneX Group Inc. | 10,882 | $3.14M | 0.17% | +2,331+27.3% | Added |
| Dymon Asia Capital (Singapore) Pte. Ltd. | 10,894 | $3.14M | 2.50% | +10,894 | New |
| Credit Agricole S A | 10,936 | $3.15M | 0.01% | −5,076−31.7% | Reduced |
| Argent Advisors, Inc. | 11,000 | $3.17M | 1.06% | +2,500+29.4% | Added |
| Turim 21 Investimentos Ltda. | 11,000 | $3.17M | 0.85% | +3,760+51.9% | Added |
| AE Wealth Management LLC | 11,077 | $3.19M | 0.03% | +3,112+39.1% | Added |
| Elo Mutual Pension Insurance Co | 11,092 | $3.20M | 0.07% | −6,068−35.4% | Reduced |
| AG2R la Mondiale Gestion D'Actifs | 8,676 | $3.20M | 0.17% | +8,676 | New |
| Spire Wealth Management | 11,133 | $3.21M | 0.10% | −2,051−15.6% | Reduced |
| Vident Advisory, LLC | 11,362 | $3.28M | 0.05% | +6,462+131.9% | Added |
| Western Wealth Management, LLC | 11,446 | $3.30M | 0.22% | +2,108+22.6% | Added |
| CIBC Private Wealth Group, LLC | 14,194 | $3.38M | 0.01% | −1,292−8.3% | Reduced |
| Harbour Investments, Inc. | 11,719 | $3.38M | 0.10% | +2,237+23.6% | Added |
| Walleye Capital LLC | 11,865 | $3.42M | 0.04% | +6,163+108.1% | Added |
| Manufacturers Life Insurance Company, The | 12,057 | $3.48M | 0.00% | +1,881+18.5% | Added |
| M&T Bank Corp | 12,067 | $3.48M | 0.01% | −414−3.3% | Reduced |
| Stratos Wealth Partners, LTD. | 12,078 | $3.48M | 0.05% | −133−1.1% | Reduced |
| Sterling Capital Management LLC | 12,145 | $3.50M | 0.05% | +2,814+30.2% | Added |
| Gulf International Bank (UK) Ltd | 12,153 | $3.50M | 0.12% | −3,080−20.2% | Reduced |
| Apollon Wealth Management, LLC | 12,408 | $3.58M | 0.08% | +703+6.0% | Added |
| Amalgamated Bank | 12,455 | $3.59M | 0.03% | +3,747+43.0% | Added |
| CAP Partners, LLC | 12,515 | $3.61M | 2.62% | +765+6.5% | Added |
| Vontobel Holding Ltd. | 12,584 | $3.63M | 0.01% | −20,129−61.5% | Reduced |
| Kestra Private Wealth Services, LLC | 12,608 | $3.63M | 0.06% | +3,871+44.3% | Added |
| Equitable Holdings, Inc. | 12,635 | $3.64M | 0.03% | −2,171−14.7% | Reduced |
| Paradigm Financial Partners, LLC | 12,665 | $3.65M | 0.45% | −538−4.1% | Reduced |
| Oppenheimer & Co Inc | 12,913 | $3.72M | 0.06% | +2,112+19.6% | Added |
| US Bancorp | 13,074 | $3.77M | 0.01% | +1,237+10.5% | Added |
| Financial Advocates Investment Management | 13,140 | $3.79M | 0.27% | +818+6.6% | Added |
| Cerity Partners LLC | 13,290 | $3.83M | 0.01% | +1,547+13.2% | Added |
| AQR Capital Management LLC | 13,845 | $3.89M | 0.00% | −1,311−8.7% | Reduced |
| Tobam | 13,544 | $3.90M | 1.67% | −1,384−9.3% | Reduced |
| SIH Partners, LLLP | 13,560 | $3.91M | 0.34% | +13,560 | New |
| Candriam Luxembourg S.C.A. | 13,776 | $3.97M | 0.02% | +1,711+14.2% | Added |
| Atria Wealth Solutions, Inc. | 13,974 | $4.03M | 0.05% | −1,817−11.5% | Reduced |
| Capital International Inc | 14,097 | $4.06M | 0.05% | +11,704+489.1% | Added |
| Beaird Harris Wealth Management, LLC | 14,107 | $4.07M | 0.35% | +4,807+51.7% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 14,165 | $4.08M | 0.01% | +7,360+108.2% | Added |
| Chicago Partners Investment Group LLC | 10,544 | $4.14M | 0.14% | +1,076+11.4% | Added |
| Secure Asset Management, LLC | 14,480 | $4.17M | 0.84% | −275−1.9% | Reduced |
| HAP Trading, LLC | 14,541 | $4.19M | 1.49% | +14,541 | New |
| Brookstone Capital Management | 14,557 | $4.20M | 0.06% | +1,128+8.4% | Added |
| Prudential Financial Inc | 14,653 | $4.22M | 0.01% | +6,788+86.3% | Added |
| KPP Advisory Services LLC | 14,734 | $4.25M | 0.81% | +14,734 | New |
| Capital Group Private Client Services, Inc. | 14,835 | $4.28M | 0.04% | −378−2.5% | Reduced |
| X-Square Capital, LLC | 14,857 | $4.28M | 1.84% | +1,252+9.2% | Added |
| Rakuten Investment Management, Inc. | 14,943 | $4.32M | 0.02% | +14,943 | New |
| Harvest Fund Management Co., Ltd | 15,016 | $4.33M | 0.21% | +4,246+39.4% | Added |
| Allianz Asset Management GmbH | 15,035 | $4.33M | 0.01% | +1,899+14.5% | Added |
| Rathbone Brothers plc | 15,057 | $4.34M | 0.02% | −19−0.1% | Reduced |
| Miller Value Partners, LLC | 15,250 | $4.40M | 2.00% | 00.0% | Unchanged |
| Profund Advisors LLC | 15,438 | $4.45M | 0.19% | +1,709+12.4% | Added |
| CAPROCK Group, Inc. | 15,582 | $4.49M | 0.14% | +454+3.0% | Added |
| Golden State Wealth Management, LLC | 15,764 | $4.54M | 0.68% | +2,323+17.3% | Added |
| Nisa Investment Advisors, LLC | 15,765 | $4.54M | 0.02% | −6,075−27.8% | Reduced |
| Kentucky Retirement Systems | 15,777 | $4.55M | 0.14% | +15,777 | New |
| Sig Brokerage, LP | 15,803 | $4.56M | 1.33% | +15,803 | New |
| Sanctuary Advisors, LLC | 15,834 | $4.56M | 0.03% | +1,889+13.5% | Added |
| Blair William & Co | 15,851 | $4.57M | 0.01% | +693+4.6% | Added |
| Macquarie Group Ltd | 15,872 | $4.58M | 0.01% | +9,865+164.2% | Added |
| JustInvest LLC | 15,885 | $4.58M | 0.07% | +4,001+33.7% | Added |
| Virginia Retirement Systems Et Al | 16,000 | $4.61M | 0.03% | +16,000 | New |
| ASR Vermogensbeheer N.V. | 16,016 | $4.62M | 0.07% | +16,016 | New |
| Swiss Life Asset Management Ltd | 16,684 | $4.81M | 0.03% | +5,636+51.0% | Added |
| Corebridge Financial, Inc. | 16,691 | $4.81M | 0.03% | +3,527+26.8% | Added |
| Janus Henderson Group PLC | 16,800 | $4.86M | 0.00% | +3,600+27.3% | Added |
| Bleakley Financial Group, LLC | 16,967 | $4.89M | 0.16% | +206+1.2% | Added |
| Capstone Financial Advisors, Inc. | 8,073 | $4.92M | 0.31% | +1,357+20.2% | Added |
| Pacer Advisors, Inc. | 17,090 | $4.93M | 0.01% | +3,648+27.1% | Added |
| Voloridge Investment Management, LLC | 17,238 | $4.97M | 0.02% | −117,256−87.2% | Reduced |
| Louisiana State Employees Retirement System | 17,400 | $5.02M | 0.10% | +4,000+29.9% | Added |
| Invictus Private Wealth, LLC | 17,475 | $5.04M | 0.40% | +17,475 | New |
| Franklin Resources Inc | 17,607 | $5.08M | 0.00% | +3,716+26.8% | Added |
| CWM, LLC | 17,663 | $5.09M | 0.02% | +1,785+11.2% | Added |
| Mackenzie Financial Corp | 17,698 | $5.10M | 0.01% | +4,238+31.5% | Added |
| Coastal Investment Advisors, Inc. | 17,733 | $5.11M | 2.33% | +2,971+20.1% | Added |
| HHM Wealth Advisors, LLC | 18,045 | $5.20M | 0.70% | +201+1.1% | Added |
| IFP Advisors, Inc | 18,113 | $5.22M | 0.16% | −2,639−12.7% | Reduced |
| Nordea Investment Management AB | 18,304 | $5.31M | 0.01% | +3,799+26.2% | Added |
| Capital International Ltd | 18,478 | $5.33M | 0.23% | +13,638+281.8% | Added |
| Advisor Resource Council | 18,689 | $5.33M | 0.43% | +18,689 | New |
| Jefferies Financial Group Inc. | 18,670 | $5.38M | 0.09% | +5,351+40.2% | Added |
| Sloy Dahl & Holst, LLC | 18,866 | $5.44M | 0.95% | +2,453+14.9% | Added |