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Livermore
Livermore
ZHEN

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; 853 institutions reported holding it in 13F filings for Q2 2026, worth $18.2B in total; no superinvestor holds it.

Other share classesSTRCSTRDSTRFSTRK

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.

Institutional holdersQ1 2025: 1,013 institutions
Q1 2021: 287 institutionsQ2 2021: 270 institutionsQ3 2021: 287 institutionsQ4 2021: 290 institutionsQ1 2022: 268 institutionsQ2 2022: 238 institutionsQ3 2022: 231 institutionsQ4 2022: 212 institutionsQ1 2023: 252 institutionsQ2 2023: 271 institutionsQ3 2023: 295 institutionsQ4 2023: 370 institutionsQ1 2024: 530 institutionsQ2 2024: 592 institutionsQ3 2024: 662 institutionsQ4 2024: 993 institutionsQ1 2025: 1,013 institutionsQ2 2025: 1,161 institutionsQ3 2025: 1,087 institutionsQ4 2025: 982 institutionsQ1 2026: 946 institutionsQ2 2026: 853 institutions
Value heldQ1 2025: $36.2B
Q1 2021: $3.86BQ2 2021: $4.24BQ3 2021: $3.30BQ4 2021: $3.26BQ1 2022: $3.00BQ2 2022: $1.05BQ3 2022: $1.25BQ4 2022: $812.8MQ1 2023: $1.92BQ2 2023: $2.39BQ3 2023: $2.29BQ4 2023: $5.14BQ1 2024: $16.4BQ2 2024: $12.5BQ3 2024: $16.0BQ4 2024: $31.1BQ1 2025: $36.2BQ2 2025: $55.5BQ3 2025: $45.1BQ4 2025: $26.6BQ1 2026: $24.7BQ2 2026: $18.2B
Institutions holding MSTR and their total value by quarter
QuarterHoldersValue
Q2 2026853$18.2B
Q1 2026946$24.7B
Q4 2025982$26.6B
Q3 20251,087$45.1B
Q2 20251,161$55.5B
Q1 20251,013$36.2B
Q4 2024993$31.1B
Q3 2024662$16.0B
Q2 2024592$12.5B
Q1 2024530$16.4B
Q4 2023370$5.14B
Q3 2023295$2.29B
Q2 2023271$2.39B
Q1 2023252$1.92B
Q4 2022212$812.8M
Q3 2022231$1.25B
Q2 2022238$1.05B
Q1 2022268$3.00B
Q4 2021290$3.26B
Q3 2021287$3.30B
Q2 2021270$4.24B
Q1 2021287$3.86B

Institutions, Q1 2025

Shares, value and share of portfolio for each institution holding Strategy Inc; share changes are against Q4 2024.

Institutions holding MSTR in Q1 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Private Wealth Management Group, LLC105$30.3K0.01%00.0%Unchanged
Montag A & Associates Inc105$30.3K0.00%+35+50.0%Added
Mather Group, LLC.104$29.9K0.00%+4+4.0%Added
Umb Bank N A103$29.7K0.00%+3+3.0%Added
Smallwood Wealth Investment Management, LLC102$29.4K0.02%+102New
Garde Capital, Inc.100$28.8K0.00%−400−80.0%Reduced
Avondale Wealth Management100$28.8K0.02%00.0%Unchanged
First United Bank Trust100$28.8K0.01%+100New
SJS Investment Consulting Inc.93$26.8K0.00%−227−70.9%Reduced
Safe Harbor Fiduciary, LLC92$26.5K0.03%00.0%Unchanged
Dunhill Financial, LLC92$26.5K0.01%+3+3.4%Added
Fortitude Family Office, LLC90$25.9K0.01%00.0%Unchanged
Meeder Asset Management Inc90$25.9K0.00%+29+47.5%Added
Saudi Central Bank89$25.7K0.14%+89New
Game Plan Financial Advisors, LLC88$25.4K0.01%−40−31.3%Reduced
MV Capital Management, Inc.88$25.4K0.00%+15+20.5%Added
IAG Wealth Partners, LLC87$25.1K0.00%00.0%Unchanged
Transce3nd, LLC87$25.1K0.01%+29+50.0%Added
First PREMIER Bank84$24.0K0.01%+50+147.1%Added
Colonial Trust Advisors80$23.1K0.00%00.0%Unchanged
Arlington Trust Co LLC80$23.1K0.00%00.0%Unchanged
Grove Bank & Trust80$23.1K0.00%+80New
ORG Partners LLC75$23.0K0.01%00.0%Unchanged
Medallion Wealth Advisors, LLC74$22.6K0.01%+10+15.6%Added
E Fund Management (Hong Kong) Co., Ltd.75$22.0K0.02%+62+476.9%Added
Sierra Ocean, LLC72$20.8K0.02%+19+35.8%Added
Plante Moran Financial Advisors, LLC69$19.9K0.00%00.0%Unchanged
CarsonAllaria Wealth Management, Ltd.63$18.2K0.01%+10+18.9%Added
Riggs Asset Managment Co. Inc.61$17.6K0.01%+59+2,950.0%Added
Painted Porch Advisors LLC60$17.3K0.01%00.0%Unchanged
City State Bank55$15.9K0.01%+25+83.3%Added
UMA Financial Services, Inc.53$15.3K0.00%+24+82.8%Added
HM Payson & Co50$14.4K0.00%−5−9.1%Reduced
Trust Co50$14.4K0.00%00.0%Unchanged
AllSquare Wealth Management LLC50$14.4K0.01%00.0%Unchanged
Bank of New Hampshire50$14.4K0.00%00.0%Unchanged
Millstone Evans Group, LLC50$14.4K0.01%00.0%Unchanged
Avalon Trust Co50$14.4K0.00%+50New
Crewe Advisors LLC48$13.8K0.00%+10+26.3%Added
Highline Wealth Partners LLC47$13.5K0.00%+9+23.7%Added
Asset Dedication, LLC47$13.5K0.00%+10+27.0%Added
Frazier Financial Advisors, LLC45$13.0K0.01%00.0%Unchanged
Berbice Capital Management LLC45$13.0K0.01%00.0%Unchanged
Quadrant Capital Group LLC44$12.7K0.00%−42−48.8%Reduced
Bell Investment Advisors, Inc43$12.4K0.00%+12+38.7%Added
Chilton Capital Management LLC38$11.0K0.00%+14+58.3%Added
Albion Financial Group37$10.7K0.00%00.0%Unchanged
Runnymede Capital Advisors, Inc.37$10.7K0.01%00.0%Unchanged
CBIZ Investment Advisory Services, LLC34$9.80K0.00%+20+142.9%Added
Cape Investment Advisory, Inc.33$9.51K0.00%+1+3.1%Added
Quent Capital, LLC33$9.51K0.00%+10+43.5%Added
Sachetta, LLC32$9.22K0.00%+10+45.5%Added
Bessemer Group Inc30$9.00K0.00%+30New
First Horizon Advisors, Inc.31$8.94K0.00%−81−72.3%Reduced
Delta Asset Management LLC30$8.65K0.00%00.0%Unchanged
PFG Private Wealth Management, LLC30$8.65K0.00%00.0%Unchanged
Avion Wealth31$8.00K0.00%00.0%Unchanged
American Capital Advisory, LLC26$7.50K0.00%+9+52.9%Added
Minot DeBlois Advisors LLC25$7.21K0.01%00.0%Unchanged
Princeton Global Asset Management LLC25$7.21K0.00%00.0%Unchanged
Pinney & Scofield, Inc.25$7.21K0.01%00.0%Unchanged
Atlantic Trust, LLC24$6.92K0.00%+24New
Quest Partners LLC22$6.34K0.00%−232−91.3%Reduced
Roble, Belko & Company, Inc22$6.00K0.00%+2+10.0%Added
Addison Advisors LLC20$5.77K0.00%−5−20.0%Reduced
Sound Income Strategies, LLC20$5.76K0.00%00.0%Unchanged
Fourth Dimension Wealth, LLC20$5.76K0.00%00.0%Unchanged
Bruce G. Allen Investments, LLC19$5.48K0.00%+7+58.3%Added
Raffa Wealth Management, LLC17$4.90K0.00%00.0%Unchanged
BankPlus Trust Department17$4.90K0.00%00.0%Unchanged
Tradewinds Capital Management, LLC16$4.61K0.00%−16−50.0%Reduced
Winch Advisory Services, LLC16$4.61K0.00%+16New
Trust Co of Vermont15$4.32K0.00%00.0%Unchanged
TD Private Client Wealth LLC15$4.32K0.00%+15New
Hughes Financial Services, LLC14$4.28K0.00%+14New
Binnacle Investments Inc14$4.04K0.00%+14New
MJT & Associates Financial Advisory Group, Inc.12$3.46K0.00%+12New
Aspect Partners, LLC12$3.46K0.00%−85−87.6%Reduced
Capital A Wealth Management, LLC12$3.46K0.00%00.0%Unchanged
Blue Bell Private Wealth Management, LLC12$3.46K0.00%+12New
Concord Wealth Partners10$2.88K0.00%00.0%Unchanged
Tanglewood Legacy Advisors, LLC9$2.59K0.00%00.0%Unchanged
Greenline Partners, LLC9$2.59K0.00%+9New
Principia Wealth Advisory, LLC8$2.38K0.00%+4+100.0%Added
WealthTrak Capital Management LLC8$2.31K0.00%+4+100.0%Added
Evelyn Partners Investment Management Services Ltd7$2.02K0.00%−169−96.0%Reduced
Pineridge Advisors LLC7$2.02K0.00%00.0%Unchanged
Washington Trust Co7$2.02K0.00%+7New
TD Capital Management LLC7$2.02K0.00%+7New
Cromwell Holdings LLC7$2.02K0.00%+7New
Zions Bancorporation, National Association6$1.73K0.00%+6New
Private Wealth Asset Management, LLC6$1.73K0.00%+6New
Rialto Wealth Management, LLC5$1.44K0.00%−13−72.2%Reduced
Atwood & Palmer Inc5$1.44K0.00%+5New
North Capital, Inc.5$1.44K0.00%+5New
True Wealth Design, LLC5$1.30K0.00%+3+150.0%Added
ZRC Wealth Management, LLC4$1.15K0.00%00.0%Unchanged
Rise Advisors, LLC4$1.15K0.00%−186−97.9%Reduced
Financial Management Professionals, Inc.4$1.15K0.00%+1+33.3%Added
Hazlett, Burt & Watson, Inc.5$1.00K0.00%00.0%Unchanged