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 |
|---|---|---|---|---|---|
| Envestnet Asset Management Inc | 19,141 | $5.52M | 0.00% | +3,234+20.3% | Added |
| Titleist Asset Management, LLC | 19,720 | $5.68M | 0.66% | +13,337+208.9% | Added |
| Federation des caisses Desjardins du Quebec | 20,454 | $5.90M | 0.03% | +11,668+132.8% | Added |
| Renaissance Technologies LLC | 20,800 | $6.00M | 0.01% | −13,605−39.5% | Reduced |
| Howe & Rusling Inc | 21,322 | $6.15M | 0.52% | +21,322 | New |
| Heritage Investors Management Corp | 22,285 | $6.42M | 0.22% | +65+0.3% | Added |
| Brinker Capital Investments, LLC | 22,331 | $6.44M | 0.06% | +3,040+15.8% | Added |
| Orion Portfolio Solutions, LLC | 22,331 | $6.44M | 0.06% | +3,040+15.8% | Added |
| NEOS Investment Management LLC | 22,346 | $6.44M | 0.12% | +10,122+82.8% | Added |
| Pathstone Holdings, LLC | 22,808 | $6.58M | 0.03% | +8,610+60.6% | Added |
| Finer Wealth Management, Inc. | 22,929 | $6.61M | 3.96% | +464+2.1% | Added |
| Strive Asset Management, LLC | 23,122 | $6.67M | 4.63% | −6,035−20.7% | Reduced |
| OP Asset Management Ltd | 23,521 | $6.78M | 0.11% | +23,521 | New |
| Collar Capital Management, LLC | 23,558 | $6.79M | 6.16% | +874+3.9% | Added |
| Jane Street Group, LLC | 24,369 | $7.02M | 0.01% | −1,531,787−98.4% | Reduced |
| Xponance, Inc. | 24,926 | $7.19M | 0.07% | +6,385+34.4% | Added |
| Utah Retirement Systems | 25,287 | $7.29M | 0.08% | +16,387+184.1% | Added |
| SEI Investments Co | 25,609 | $7.38M | 0.01% | +13,637+113.9% | Added |
| iA Global Asset Management Inc. | 26,166 | $7.54M | 0.13% | +6,441+32.7% | Added |
| Shelton Capital Management | 26,442 | $7.62M | 0.18% | +3,984+17.7% | Added |
| Rakuten Securities, Inc. | 26,761 | $7.71M | 3.89% | −16,022−37.4% | Reduced |
| EagleClaw Capital Managment, LLC | 27,095 | $7.81M | 1.23% | +660+2.5% | Added |
| Erste Asset Management GmbH | 27,000 | $7.81M | 0.10% | +18,000+200.0% | Added |
| Berkshire Capital Holdings Inc | 27,720 | $7.99M | 3.82% | +27,710+277,100.0% | Added |
| Varma Mutual Pension Insurance Co | 27,900 | $8.04M | 0.07% | −2,300−7.6% | Reduced |
| Janney Montgomery Scott LLC | 27,905 | $8.04M | 0.02% | +881+3.3% | Added |
| American Century Companies Inc | 27,958 | $8.06M | 0.00% | +3,543+14.5% | Added |
| Clarity Capital Partners LLC | 28,199 | $8.13M | 3.28% | +3,084+12.3% | Added |
| Pacific Capital Wealth Advisors, Inc | 28,721 | $8.28M | 1.43% | 00.0% | Unchanged |
| Capital International Sarl | 29,122 | $8.39M | 0.19% | +21,405+277.4% | Added |
| United Capital Management of KS, Inc. | 29,231 | $8.43M | 1.74% | +245+0.8% | Added |
| Simplex Trading, LLC | 29,313 | $8.45M | 0.30% | −255,709−89.7% | Reduced |
| Standard Life Aberdeen plc | 29,948 | $8.63M | 0.02% | +3,164+11.8% | Added |
| Public Employees Retirement Association of Colorado | 30,567 | $8.81M | 0.04% | +12,287+67.2% | Added |
| Russell Investments Group, Ltd. | 31,306 | $9.03M | 0.01% | +4,537+16.9% | Added |
| IHT Wealth Management, LLC | 31,620 | $9.12M | 0.28% | +8,148+34.7% | Added |
| Elequin Capital LP | 31,879 | $9.19M | 1.73% | −89,075−73.6% | Reduced |
| EverSource Wealth Advisors, LLC | 32,088 | $9.25M | 0.51% | +9,372+41.3% | Added |
| Police & Firemen's Retirement System of New Jersey | 33,628 | $9.69M | 0.10% | +9,686+40.5% | Added |
| Leonteq Securities AG | 34,075 | $9.85M | 0.75% | +9,441+38.3% | Added |
| Nations Financial Group Inc, | 34,485 | $9.94M | 0.76% | +665+2.0% | Added |
| Fiduciary Alliance LLC | 34,981 | $10.1M | 0.99% | +3,967+12.8% | Added |
| Shaolin Capital Management LLC | 35,000 | $10.1M | 0.41% | −215,498−86.0% | Reduced |
| Kingswood Wealth Advisors, LLC | 35,431 | $10.2M | 0.93% | −18,407−34.2% | Reduced |
| AXA S.A. | 35,577 | $10.3M | 0.03% | +8,841+33.1% | Added |
| Sky-Mountain Capital Management, Inc. | 35,942 | $10.4M | 8.77% | +35,942 | New |
| SBI Securities Co., Ltd. | 36,650 | $10.6M | 0.35% | −1,401−3.7% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 36,793 | $10.6M | 0.11% | +9,506+34.8% | Added |
| Capital Fund Management S.A. | 37,233 | $10.7M | 0.14% | −63,682−63.1% | Reduced |
| Independent Financial Group, LLC | 38,115 | $11.0M | 0.38% | +9,758+34.4% | Added |
| Cresset Asset Management, LLC | 39,500 | $11.4M | 0.06% | +11,341+40.3% | Added |
| DnB Asset Management AS | 39,691 | $11.4M | 0.05% | +7,149+22.0% | Added |
| Moors & Cabot, Inc. | 39,737 | $11.5M | 0.58% | −15,155−27.6% | Reduced |
| Ensign Peak Advisors, Inc | 40,198 | $11.6M | 0.02% | −58,205−59.1% | Reduced |
| Vista Investment Partners II, LLC | 40,795 | $11.8M | 6.50% | +23,833+140.5% | Added |
| IFM Investors Pty Ltd | 42,921 | $12.4M | 0.13% | +8,686+25.4% | Added |
| Rafferty Asset Management, LLC | 42,941 | $12.4M | 0.05% | +6,108+16.6% | Added |
| Wolverine Trading, LLC | 43,106 | $12.5M | 0.40% | −41,354−49.0% | Reduced |
| British Columbia Investment Management Corp | 43,383 | $12.5M | 0.08% | +8,343+23.8% | Added |
| MML Investors Services, LLC | 43,794 | $12.6M | 0.04% | +11,604+36.0% | Added |
| Capital Wealth Alliance, LLC | 43,877 | $12.6M | 7.56% | +346+0.8% | Added |
| Consolidated Portfolio Review Corp | 44,004 | $12.7M | 2.03% | +286+0.7% | Added |
| Guggenheim Capital LLC | 44,146 | $12.7M | 0.12% | −248−0.6% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 44,483 | $12.8M | 0.06% | +9,473+27.1% | Added |
| Toronto Dominion Bank | 45,579 | $13.1M | 0.03% | +14,873+48.4% | Added |
| Forsta Ap-Fonden | 45,600 | $13.1M | 0.10% | +7,800+20.6% | Added |
| Principal Financial Group Inc | 45,697 | $13.2M | 0.01% | +17,177+60.2% | Added |
| Mercer Global Advisors Inc | 45,828 | $13.2M | 0.03% | −2,098−4.4% | Reduced |
| D. E. Shaw & Co., Inc. | 46,059 | $13.3M | 0.02% | +32,559+241.2% | Added |
| GWM Advisors LLC | 46,448 | $13.4M | 0.08% | +3,357+7.8% | Added |
| Acorn Financial Advisory Services Inc | 47,738 | $13.8M | 2.49% | +159+0.3% | Added |
| Tower Research Capital LLC (TRC) | 42,301 | $13.8M | 0.41% | +25,159+146.8% | Added |
| Avantax Advisory Services, Inc. | 48,021 | $13.8M | 0.08% | +3,923+8.9% | Added |
| Madden Securities Corp | 49,270 | $14.2M | 5.51% | +2,945+6.4% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 49,682 | $14.3M | 0.04% | +10,963+28.3% | Added |
| Itau Unibanco Holding S.A. | 50,000 | $14.4M | 0.56% | +50,000 | New |
| Handelsbanken Fonder AB | 50,060 | $14.4M | 0.06% | +2,000+4.2% | Added |
| Mirae Asset Global Investments Co., Ltd. | 50,888 | $14.7M | 0.06% | +14,726+40.7% | Added |
| CIBC Asset Management Inc | 51,268 | $14.8M | 0.05% | +12,368+31.8% | Added |
| GF Fund Management Co. Ltd. | 51,288 | $14.8M | 0.35% | +21,255+70.8% | Added |
| Wealth Enhancement Advisory Services, LLC | 51,328 | $14.8M | 0.03% | +356+0.7% | Added |
| Compass Ion Advisors, LLC | 54,102 | $15.6M | 1.84% | +424+0.8% | Added |
| Daiwa Securities Group Inc. | 51,075 | $16.1M | 0.07% | +24,475+92.0% | Added |
| Ameriprise Financial Inc | 56,340 | $16.2M | 0.00% | −1,432−2.5% | Reduced |
| Nissay Asset Management Corp | 56,873 | $16.4M | 0.11% | +16,028+39.2% | Added |
| Wealthfront Advisers LLC | 57,259 | $16.5M | 0.04% | +6,970+13.9% | Added |
| Kestra Advisory Services, LLC | 57,831 | $16.7M | 0.08% | −6,781−10.5% | Reduced |
| Lansforsakringar Fondforvaltning AB (publ) | 57,909 | $16.7M | 0.10% | −1,479−2.5% | Reduced |
| Independent Advisor Alliance | 58,108 | $16.8M | 0.55% | +5,123+9.7% | Added |
| Neuberger Berman Group LLC | 58,865 | $17.0M | 0.01% | +2,339+4.1% | Added |
| IMC-Chicago, LLC | 58,971 | $17.0M | 0.66% | −285,863−82.9% | Reduced |
| Schroder Investment Management Group | 59,205 | $17.1M | 0.02% | +46,714+374.0% | Added |
| Walleye Trading LLC | 63,206 | $18.2M | 0.52% | −65,628−50.9% | Reduced |
| Generali Asset Management SPA SGR | 65,127 | $18.8M | 0.46% | +27,261+72.0% | Added |
| Arizona State Retirement System | 66,523 | $19.2M | 0.12% | +13,426+25.3% | Added |
| Exchange Traded Concepts, LLC | 67,685 | $19.5M | 0.35% | −1,717−2.5% | Reduced |
| Resona Asset Management Co.,Ltd. | 68,576 | $19.8M | 0.11% | +17,407+34.0% | Added |
| Kapstone Financial Advisors LLC | 68,700 | $19.8M | 11.20% | −1,752−2.5% | Reduced |
| Rockefeller Capital Management L.P. | 68,842 | $19.8M | 0.05% | +2,324+3.5% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 70,601 | $20.4M | 0.02% | −7,709−9.8% | Reduced |