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 |
|---|---|---|---|---|---|
| Pictet Asset Management Holding SA | 83,377 | $24.0M | 0.03% | +14,431+20.9% | Added |
| Public Employees Retirement System of Ohio | 80,381 | $23.2M | 0.08% | +20,400+34.0% | Added |
| CI Private Wealth, LLC | 76,979 | $22.2M | 0.04% | +200+0.3% | Added |
| State of New Jersey Common Pension Fund D | 76,615 | $22.1M | 0.10% | +9,324+13.9% | Added |
| KLP Kapitalforvaltning AS | 76,500 | $22.1M | 0.11% | +15,400+25.2% | Added |
| HighTower Advisors, LLC | 75,946 | $21.9M | 0.03% | +7,411+10.8% | Added |
| EULAV Asset Management | 75,000 | $21.6M | 0.53% | −11,500−13.3% | Reduced |
| Nomura Asset Management Co Ltd | 73,990 | $21.3M | 0.07% | +17,404+30.8% | Added |
| Voya Investment Management LLC | 73,390 | $21.2M | 0.02% | −35,477−32.6% | Reduced |
| Teacher Retirement System of Texas | 72,595 | $20.9M | 0.09% | +18,142+33.3% | Added |
| Nomura Holdings Inc | 72,334 | $20.9M | 0.11% | −86,586−54.5% | Reduced |
| Robeco Institutional Asset Management B.V. | 71,506 | $20.6M | 0.04% | +12,877+22.0% | Added |
| Private Advisor Group, LLC | 71,003 | $20.5M | 0.12% | +37,439+111.5% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 70,601 | $20.4M | 0.02% | −7,709−9.8% | Reduced |
| Rockefeller Capital Management L.P. | 68,842 | $19.8M | 0.05% | +2,324+3.5% | Added |
| Kapstone Financial Advisors LLC | 68,700 | $19.8M | 11.20% | −1,752−2.5% | Reduced |
| Resona Asset Management Co.,Ltd. | 68,576 | $19.8M | 0.11% | +17,407+34.0% | Added |
| Exchange Traded Concepts, LLC | 67,685 | $19.5M | 0.35% | −1,717−2.5% | Reduced |
| Arizona State Retirement System | 66,523 | $19.2M | 0.12% | +13,426+25.3% | Added |
| Generali Asset Management SPA SGR | 65,127 | $18.8M | 0.46% | +27,261+72.0% | Added |
| Walleye Trading LLC | 63,206 | $18.2M | 0.52% | −65,628−50.9% | Reduced |
| Schroder Investment Management Group | 59,205 | $17.1M | 0.02% | +46,714+374.0% | Added |
| IMC-Chicago, LLC | 58,971 | $17.0M | 0.66% | −285,863−82.9% | Reduced |
| Neuberger Berman Group LLC | 58,865 | $17.0M | 0.01% | +2,339+4.1% | Added |
| Independent Advisor Alliance | 58,108 | $16.8M | 0.55% | +5,123+9.7% | Added |
| Lansforsakringar Fondforvaltning AB (publ) | 57,909 | $16.7M | 0.10% | −1,479−2.5% | Reduced |
| Kestra Advisory Services, LLC | 57,831 | $16.7M | 0.08% | −6,781−10.5% | Reduced |
| Wealthfront Advisers LLC | 57,259 | $16.5M | 0.04% | +6,970+13.9% | Added |
| Nissay Asset Management Corp | 56,873 | $16.4M | 0.11% | +16,028+39.2% | Added |
| Ameriprise Financial Inc | 56,340 | $16.2M | 0.00% | −1,432−2.5% | Reduced |
| Daiwa Securities Group Inc. | 51,075 | $16.1M | 0.07% | +24,475+92.0% | Added |
| Compass Ion Advisors, LLC | 54,102 | $15.6M | 1.84% | +424+0.8% | Added |
| Wealth Enhancement Advisory Services, LLC | 51,328 | $14.8M | 0.03% | +356+0.7% | Added |
| GF Fund Management Co. Ltd. | 51,288 | $14.8M | 0.35% | +21,255+70.8% | Added |
| CIBC Asset Management Inc | 51,268 | $14.8M | 0.05% | +12,368+31.8% | Added |
| Mirae Asset Global Investments Co., Ltd. | 50,888 | $14.7M | 0.06% | +14,726+40.7% | Added |
| Handelsbanken Fonder AB | 50,060 | $14.4M | 0.06% | +2,000+4.2% | Added |
| Itau Unibanco Holding S.A. | 50,000 | $14.4M | 0.56% | +50,000 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 49,682 | $14.3M | 0.04% | +10,963+28.3% | Added |
| Madden Securities Corp | 49,270 | $14.2M | 5.51% | +2,945+6.4% | Added |
| Avantax Advisory Services, Inc. | 48,021 | $13.8M | 0.08% | +3,923+8.9% | Added |
| Tower Research Capital LLC (TRC) | 42,301 | $13.8M | 0.41% | +25,159+146.8% | Added |
| Acorn Financial Advisory Services Inc | 47,738 | $13.8M | 2.49% | +159+0.3% | Added |
| GWM Advisors LLC | 46,448 | $13.4M | 0.08% | +3,357+7.8% | Added |
| D. E. Shaw & Co., Inc. | 46,059 | $13.3M | 0.02% | +32,559+241.2% | Added |
| Mercer Global Advisors Inc | 45,828 | $13.2M | 0.03% | −2,098−4.4% | Reduced |
| Principal Financial Group Inc | 45,697 | $13.2M | 0.01% | +17,177+60.2% | Added |
| Forsta Ap-Fonden | 45,600 | $13.1M | 0.10% | +7,800+20.6% | Added |
| Toronto Dominion Bank | 45,579 | $13.1M | 0.03% | +14,873+48.4% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 44,483 | $12.8M | 0.06% | +9,473+27.1% | Added |
| Guggenheim Capital LLC | 44,146 | $12.7M | 0.12% | −248−0.6% | Reduced |
| Consolidated Portfolio Review Corp | 44,004 | $12.7M | 2.03% | +286+0.7% | Added |
| Capital Wealth Alliance, LLC | 43,877 | $12.6M | 7.56% | +346+0.8% | Added |
| MML Investors Services, LLC | 43,794 | $12.6M | 0.04% | +11,604+36.0% | Added |
| British Columbia Investment Management Corp | 43,383 | $12.5M | 0.08% | +8,343+23.8% | Added |
| Wolverine Trading, LLC | 43,106 | $12.5M | 0.40% | −41,354−49.0% | Reduced |
| Rafferty Asset Management, LLC | 42,941 | $12.4M | 0.05% | +6,108+16.6% | Added |
| IFM Investors Pty Ltd | 42,921 | $12.4M | 0.13% | +8,686+25.4% | Added |
| Vista Investment Partners II, LLC | 40,795 | $11.8M | 6.50% | +23,833+140.5% | Added |
| Ensign Peak Advisors, Inc | 40,198 | $11.6M | 0.02% | −58,205−59.1% | Reduced |
| Moors & Cabot, Inc. | 39,737 | $11.5M | 0.58% | −15,155−27.6% | Reduced |
| DnB Asset Management AS | 39,691 | $11.4M | 0.05% | +7,149+22.0% | Added |
| Cresset Asset Management, LLC | 39,500 | $11.4M | 0.06% | +11,341+40.3% | Added |
| Independent Financial Group, LLC | 38,115 | $11.0M | 0.38% | +9,758+34.4% | Added |
| Capital Fund Management S.A. | 37,233 | $10.7M | 0.14% | −63,682−63.1% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 36,793 | $10.6M | 0.11% | +9,506+34.8% | Added |
| SBI Securities Co., Ltd. | 36,650 | $10.6M | 0.35% | −1,401−3.7% | Reduced |
| Sky-Mountain Capital Management, Inc. | 35,942 | $10.4M | 8.77% | +35,942 | New |
| AXA S.A. | 35,577 | $10.3M | 0.03% | +8,841+33.1% | Added |
| Kingswood Wealth Advisors, LLC | 35,431 | $10.2M | 0.93% | −18,407−34.2% | Reduced |
| Shaolin Capital Management LLC | 35,000 | $10.1M | 0.41% | −215,498−86.0% | Reduced |
| Fiduciary Alliance LLC | 34,981 | $10.1M | 0.99% | +3,967+12.8% | Added |
| Nations Financial Group Inc, | 34,485 | $9.94M | 0.76% | +665+2.0% | Added |
| Leonteq Securities AG | 34,075 | $9.85M | 0.75% | +9,441+38.3% | Added |
| Police & Firemen's Retirement System of New Jersey | 33,628 | $9.69M | 0.10% | +9,686+40.5% | Added |
| EverSource Wealth Advisors, LLC | 32,088 | $9.25M | 0.51% | +9,372+41.3% | Added |
| Elequin Capital LP | 31,879 | $9.19M | 1.73% | −89,075−73.6% | Reduced |
| IHT Wealth Management, LLC | 31,620 | $9.12M | 0.28% | +8,148+34.7% | Added |
| Russell Investments Group, Ltd. | 31,306 | $9.03M | 0.01% | +4,537+16.9% | Added |
| Public Employees Retirement Association of Colorado | 30,567 | $8.81M | 0.04% | +12,287+67.2% | Added |
| Standard Life Aberdeen plc | 29,948 | $8.63M | 0.02% | +3,164+11.8% | Added |
| Simplex Trading, LLC | 29,313 | $8.45M | 0.30% | −255,709−89.7% | Reduced |
| United Capital Management of KS, Inc. | 29,231 | $8.43M | 1.74% | +245+0.8% | Added |
| Capital International Sarl | 29,122 | $8.39M | 0.19% | +21,405+277.4% | Added |
| Pacific Capital Wealth Advisors, Inc | 28,721 | $8.28M | 1.43% | 00.0% | Unchanged |
| Clarity Capital Partners LLC | 28,199 | $8.13M | 3.28% | +3,084+12.3% | Added |
| American Century Companies Inc | 27,958 | $8.06M | 0.00% | +3,543+14.5% | Added |
| Janney Montgomery Scott LLC | 27,905 | $8.04M | 0.02% | +881+3.3% | Added |
| Varma Mutual Pension Insurance Co | 27,900 | $8.04M | 0.07% | −2,300−7.6% | Reduced |
| Berkshire Capital Holdings Inc | 27,720 | $7.99M | 3.82% | +27,710+277,100.0% | Added |
| Erste Asset Management GmbH | 27,000 | $7.81M | 0.10% | +18,000+200.0% | Added |
| EagleClaw Capital Managment, LLC | 27,095 | $7.81M | 1.23% | +660+2.5% | Added |
| Rakuten Securities, Inc. | 26,761 | $7.71M | 3.89% | −16,022−37.4% | Reduced |
| Shelton Capital Management | 26,442 | $7.62M | 0.18% | +3,984+17.7% | Added |
| iA Global Asset Management Inc. | 26,166 | $7.54M | 0.13% | +6,441+32.7% | Added |
| SEI Investments Co | 25,609 | $7.38M | 0.01% | +13,637+113.9% | Added |
| Utah Retirement Systems | 25,287 | $7.29M | 0.08% | +16,387+184.1% | Added |
| Xponance, Inc. | 24,926 | $7.19M | 0.07% | +6,385+34.4% | Added |
| Jane Street Group, LLC | 24,369 | $7.02M | 0.01% | −1,531,787−98.4% | Reduced |
| Collar Capital Management, LLC | 23,558 | $6.79M | 6.16% | +874+3.9% | Added |