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 |
|---|---|---|---|---|---|
| OP Asset Management Ltd | 23,521 | $6.78M | 0.11% | +23,521 | New |
| Strive Asset Management, LLC | 23,122 | $6.67M | 4.63% | −6,035−20.7% | Reduced |
| Finer Wealth Management, Inc. | 22,929 | $6.61M | 3.96% | +464+2.1% | Added |
| Pathstone Holdings, LLC | 22,808 | $6.58M | 0.03% | +8,610+60.6% | Added |
| NEOS Investment Management LLC | 22,346 | $6.44M | 0.12% | +10,122+82.8% | 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 |
| Heritage Investors Management Corp | 22,285 | $6.42M | 0.22% | +65+0.3% | Added |
| Howe & Rusling Inc | 21,322 | $6.15M | 0.52% | +21,322 | New |
| Renaissance Technologies LLC | 20,800 | $6.00M | 0.01% | −13,605−39.5% | Reduced |
| Federation des caisses Desjardins du Quebec | 20,454 | $5.90M | 0.03% | +11,668+132.8% | Added |
| Titleist Asset Management, LLC | 19,720 | $5.68M | 0.66% | +13,337+208.9% | Added |
| Envestnet Asset Management Inc | 19,141 | $5.52M | 0.00% | +3,234+20.3% | Added |
| Sloy Dahl & Holst, LLC | 18,866 | $5.44M | 0.95% | +2,453+14.9% | Added |
| Jefferies Financial Group Inc. | 18,670 | $5.38M | 0.09% | +5,351+40.2% | Added |
| Advisor Resource Council | 18,689 | $5.33M | 0.43% | +18,689 | New |
| Capital International Ltd | 18,478 | $5.33M | 0.23% | +13,638+281.8% | Added |
| Nordea Investment Management AB | 18,304 | $5.31M | 0.01% | +3,799+26.2% | Added |
| IFP Advisors, Inc | 18,113 | $5.22M | 0.16% | −2,639−12.7% | Reduced |
| HHM Wealth Advisors, LLC | 18,045 | $5.20M | 0.70% | +201+1.1% | Added |
| Coastal Investment Advisors, Inc. | 17,733 | $5.11M | 2.33% | +2,971+20.1% | Added |
| Mackenzie Financial Corp | 17,698 | $5.10M | 0.01% | +4,238+31.5% | Added |
| CWM, LLC | 17,663 | $5.09M | 0.02% | +1,785+11.2% | Added |
| Franklin Resources Inc | 17,607 | $5.08M | 0.00% | +3,716+26.8% | Added |
| Invictus Private Wealth, LLC | 17,475 | $5.04M | 0.40% | +17,475 | New |
| Louisiana State Employees Retirement System | 17,400 | $5.02M | 0.10% | +4,000+29.9% | Added |
| Voloridge Investment Management, LLC | 17,238 | $4.97M | 0.02% | −117,256−87.2% | Reduced |
| Pacer Advisors, Inc. | 17,090 | $4.93M | 0.01% | +3,648+27.1% | Added |
| Capstone Financial Advisors, Inc. | 8,073 | $4.92M | 0.31% | +1,357+20.2% | Added |
| Bleakley Financial Group, LLC | 16,967 | $4.89M | 0.16% | +206+1.2% | Added |
| Janus Henderson Group PLC | 16,800 | $4.86M | 0.00% | +3,600+27.3% | Added |
| Corebridge Financial, Inc. | 16,691 | $4.81M | 0.03% | +3,527+26.8% | Added |
| Swiss Life Asset Management Ltd | 16,684 | $4.81M | 0.03% | +5,636+51.0% | Added |
| ASR Vermogensbeheer N.V. | 16,016 | $4.62M | 0.07% | +16,016 | New |
| Virginia Retirement Systems Et Al | 16,000 | $4.61M | 0.03% | +16,000 | New |
| JustInvest LLC | 15,885 | $4.58M | 0.07% | +4,001+33.7% | Added |
| Macquarie Group Ltd | 15,872 | $4.58M | 0.01% | +9,865+164.2% | Added |
| Blair William & Co | 15,851 | $4.57M | 0.01% | +693+4.6% | Added |
| Sanctuary Advisors, LLC | 15,834 | $4.56M | 0.03% | +1,889+13.5% | Added |
| Sig Brokerage, LP | 15,803 | $4.56M | 1.33% | +15,803 | New |
| Kentucky Retirement Systems | 15,777 | $4.55M | 0.14% | +15,777 | New |
| Nisa Investment Advisors, LLC | 15,765 | $4.54M | 0.02% | −6,075−27.8% | Reduced |
| Golden State Wealth Management, LLC | 15,764 | $4.54M | 0.68% | +2,323+17.3% | Added |
| CAPROCK Group, Inc. | 15,582 | $4.49M | 0.14% | +454+3.0% | Added |
| Profund Advisors LLC | 15,438 | $4.45M | 0.19% | +1,709+12.4% | Added |
| Miller Value Partners, LLC | 15,250 | $4.40M | 2.00% | 00.0% | Unchanged |
| Rathbone Brothers plc | 15,057 | $4.34M | 0.02% | −19−0.1% | Reduced |
| Allianz Asset Management GmbH | 15,035 | $4.33M | 0.01% | +1,899+14.5% | Added |
| Harvest Fund Management Co., Ltd | 15,016 | $4.33M | 0.21% | +4,246+39.4% | Added |
| Rakuten Investment Management, Inc. | 14,943 | $4.32M | 0.02% | +14,943 | New |
| X-Square Capital, LLC | 14,857 | $4.28M | 1.84% | +1,252+9.2% | Added |
| Capital Group Private Client Services, Inc. | 14,835 | $4.28M | 0.04% | −378−2.5% | Reduced |
| KPP Advisory Services LLC | 14,734 | $4.25M | 0.81% | +14,734 | New |
| Prudential Financial Inc | 14,653 | $4.22M | 0.01% | +6,788+86.3% | Added |
| Brookstone Capital Management | 14,557 | $4.20M | 0.06% | +1,128+8.4% | Added |
| HAP Trading, LLC | 14,541 | $4.19M | 1.49% | +14,541 | New |
| Secure Asset Management, LLC | 14,480 | $4.17M | 0.84% | −275−1.9% | Reduced |
| Chicago Partners Investment Group LLC | 10,544 | $4.14M | 0.14% | +1,076+11.4% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 14,165 | $4.08M | 0.01% | +7,360+108.2% | Added |
| Beaird Harris Wealth Management, LLC | 14,107 | $4.07M | 0.35% | +4,807+51.7% | Added |
| Capital International Inc | 14,097 | $4.06M | 0.05% | +11,704+489.1% | Added |
| Atria Wealth Solutions, Inc. | 13,974 | $4.03M | 0.05% | −1,817−11.5% | Reduced |
| Candriam Luxembourg S.C.A. | 13,776 | $3.97M | 0.02% | +1,711+14.2% | Added |
| SIH Partners, LLLP | 13,560 | $3.91M | 0.34% | +13,560 | New |
| Tobam | 13,544 | $3.90M | 1.67% | −1,384−9.3% | Reduced |
| AQR Capital Management LLC | 13,845 | $3.89M | 0.00% | −1,311−8.7% | Reduced |
| Cerity Partners LLC | 13,290 | $3.83M | 0.01% | +1,547+13.2% | Added |
| Financial Advocates Investment Management | 13,140 | $3.79M | 0.27% | +818+6.6% | Added |
| US Bancorp | 13,074 | $3.77M | 0.01% | +1,237+10.5% | Added |
| Oppenheimer & Co Inc | 12,913 | $3.72M | 0.06% | +2,112+19.6% | Added |
| Paradigm Financial Partners, LLC | 12,665 | $3.65M | 0.45% | −538−4.1% | Reduced |
| Equitable Holdings, Inc. | 12,635 | $3.64M | 0.03% | −2,171−14.7% | Reduced |
| Kestra Private Wealth Services, LLC | 12,608 | $3.63M | 0.06% | +3,871+44.3% | Added |
| Vontobel Holding Ltd. | 12,584 | $3.63M | 0.01% | −20,129−61.5% | Reduced |
| CAP Partners, LLC | 12,515 | $3.61M | 2.62% | +765+6.5% | Added |
| Amalgamated Bank | 12,455 | $3.59M | 0.03% | +3,747+43.0% | Added |
| Apollon Wealth Management, LLC | 12,408 | $3.58M | 0.08% | +703+6.0% | Added |
| Gulf International Bank (UK) Ltd | 12,153 | $3.50M | 0.12% | −3,080−20.2% | Reduced |
| Sterling Capital Management LLC | 12,145 | $3.50M | 0.05% | +2,814+30.2% | Added |
| Stratos Wealth Partners, LTD. | 12,078 | $3.48M | 0.05% | −133−1.1% | Reduced |
| M&T Bank Corp | 12,067 | $3.48M | 0.01% | −414−3.3% | Reduced |
| Manufacturers Life Insurance Company, The | 12,057 | $3.48M | 0.00% | +1,881+18.5% | Added |
| Walleye Capital LLC | 11,865 | $3.42M | 0.04% | +6,163+108.1% | Added |
| Harbour Investments, Inc. | 11,719 | $3.38M | 0.10% | +2,237+23.6% | Added |
| CIBC Private Wealth Group, LLC | 14,194 | $3.38M | 0.01% | −1,292−8.3% | Reduced |
| Western Wealth Management, LLC | 11,446 | $3.30M | 0.22% | +2,108+22.6% | Added |
| Vident Advisory, LLC | 11,362 | $3.28M | 0.05% | +6,462+131.9% | Added |
| Spire Wealth Management | 11,133 | $3.21M | 0.10% | −2,051−15.6% | Reduced |
| AG2R la Mondiale Gestion D'Actifs | 8,676 | $3.20M | 0.17% | +8,676 | New |
| Elo Mutual Pension Insurance Co | 11,092 | $3.20M | 0.07% | −6,068−35.4% | Reduced |
| AE Wealth Management LLC | 11,077 | $3.19M | 0.03% | +3,112+39.1% | Added |
| 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 |
| Credit Agricole S A | 10,936 | $3.15M | 0.01% | −5,076−31.7% | Reduced |
| Dymon Asia Capital (Singapore) Pte. Ltd. | 10,894 | $3.14M | 2.50% | +10,894 | New |
| StoneX Group Inc. | 10,882 | $3.14M | 0.17% | +2,331+27.3% | Added |
| Flow Traders U.S. LLC | 10,831 | $3.12M | 0.13% | −55,412−83.6% | Reduced |
| Maryland State Retirement & Pension System | 10,819 | $3.12M | 0.07% | +1,828+20.3% | Added |
| Perigon Wealth Management, LLC | 10,811 | $3.12M | 0.08% | −212−1.9% | Reduced |
| Andar Capital Management HK Ltd | 10,800 | $3.11M | 6.00% | −900−7.7% | Reduced |