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 |
|---|---|---|---|---|---|
| Moore Capital Management, LP | 10,789 | $3.11M | 0.10% | +10,789 | New |
| Ewing Morris & Co. Investment Partners Ltd. | 7,441 | $3.07M | 0.97% | −641−7.9% | Reduced |
| SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co | 10,551 | $3.04M | 3.13% | −4,651−30.6% | Reduced |
| Wedbush Securities Inc | 10,503 | $3.03M | 0.11% | +1,830+21.1% | Added |
| Prospera Financial Services Inc | 10,398 | $3.00M | 0.07% | +51+0.5% | Added |
| MTM Investment Management, LLC | 9,789 | $3.00M | 1.16% | +185+1.9% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 10,325 | $2.98M | 0.03% | −19,103−64.9% | Reduced |
| CIBC World Markets Corp | 10,322 | $2.98M | 0.02% | −2,014−16.3% | Reduced |
| Quantinno Capital Management LP | 10,194 | $2.94M | 0.02% | +6,552+179.9% | Added |
| Synergy Financial Management, LLC | 10,036 | $2.89M | 0.36% | −9,348−48.2% | Reduced |
| CIBC World Markets Inc. | 9,978 | $2.88M | 0.01% | −1,755−15.0% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 9,335 | $2.88M | 0.03% | −1,505−13.9% | Reduced |
| Campion Asset Management LLC | 9,940 | $2.87M | 2.22% | 00.0% | Unchanged |
| GTS Securities LLC | 9,932 | $2.86M | 0.12% | −13,804−58.2% | Reduced |
| Steward Partners Investment Advisory, LLC | 9,890 | $2.85M | 0.03% | +2,222+29.0% | Added |
| Thrivent Financial for Lutherans | 8,791 | $2.81M | 0.01% | −3,003−25.5% | Reduced |
| Traphagen Investment Advisors LLC | 9,756 | $2.81M | 0.29% | +635+7.0% | Added |
| Visionary Wealth Advisors | 9,619 | $2.77M | 0.17% | +1,047+12.2% | Added |
| Sovran Advisors, LLC | 8,687 | $2.76M | 0.36% | +3,919+82.2% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 9,458 | $2.73M | 0.10% | −232−2.4% | Reduced |
| CTC Alternative Strategies, Ltd. | 9,120 | $2.63M | 3.21% | +5,236+134.8% | Added |
| O'Shaughnessy Asset Management, LLC | 9,117 | $2.63M | 0.02% | −267−2.8% | Reduced |
| Banque Transatlantique SA | 9,015 | $2.60M | 0.08% | −174,854−95.1% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 8,828 | $2.54M | 0.03% | +2,074+30.7% | Added |
| Cavalier Investments, LLC | 8,780 | $2.53M | 0.86% | +8,780 | New |
| Park Avenue Securities LLC | 8,779 | $2.53M | 0.03% | +310+3.7% | Added |
| Tudor Investment Corp Et Al | 8,715 | $2.51M | 0.02% | +5,276+153.4% | Added |
| Truist Financial Corp | 8,562 | $2.47M | 0.00% | +727+9.3% | Added |
| Intech Investment Management LLC | 8,528 | $2.46M | 0.03% | +501+6.2% | Added |
| Blue Sky Capital Consultants Group, Inc. | 8,471 | $2.44M | 1.60% | +788+10.3% | Added |
| Teamwork Financial Advisors, LLC | 8,392 | $2.42M | 0.33% | +5,981+248.1% | Added |
| Stratos Wealth Advisors, LLC | 8,317 | $2.40M | 0.13% | −51−0.6% | Reduced |
| QTR Family Wealth, LLC | 8,270 | $2.38M | 1.80% | +8,270 | New |
| Navellier & Associates Inc | 6,156 | $2.38M | 0.33% | +1,358+28.3% | Added |
| Legacy Wealth Managment, LLC | 8,224 | $2.37M | 1.72% | +760+10.2% | Added |
| Prudential PLC | 8,205 | $2.37M | 0.01% | +4,646+130.5% | Added |
| J.W. Cole Advisors, Inc. | 8,193 | $2.36M | 0.07% | +3,062+59.7% | Added |
| Axxcess Wealth Management, LLC | 8,145 | $2.35M | 0.06% | +1,835+29.1% | Added |
| Allstate Corp | 8,117 | $2.34M | 0.07% | +2,717+50.3% | Added |
| Monograph Wealth Advisors, LLC | 7,955 | $2.29M | 0.31% | +7,955 | New |
| Strategic Advocates LLC | 7,853 | $2.26M | 0.79% | +403+5.4% | Added |
| Captrust Financial Advisors | 7,846 | $2.26M | 0.01% | −204−2.5% | Reduced |
| Ameritas Investment Partners, Inc. | 7,781 | $2.24M | 0.08% | +1,959+33.6% | Added |
| Vivid Wealth Management, LLC | 7,756 | $2.24M | 1.12% | +7,756 | New |
| Merit Financial Group, LLC | 7,707 | $2.22M | 0.03% | +230+3.1% | Added |
| Gladstone Institutional Advisory LLC | 7,624 | $2.20M | 0.10% | −193−2.5% | Reduced |
| Advisory Services Network, LLC | 7,620 | $2.20M | 0.04% | +6,519+592.1% | Added |
| TownSquare Capital, LLC | 7,590 | $2.19M | 0.02% | +1,640+27.6% | Added |
| Dynamic Advisor Solutions LLC | 7,554 | $2.18M | 0.07% | +2,035+36.9% | Added |
| APG Asset Management N.V. | 8,121 | $2.17M | 0.01% | −1,639−16.8% | Reduced |
| Fort Point Capital Partners LLC | 7,377 | $2.13M | 0.24% | +5,377+268.8% | Added |
| Sterling Financial Group, Inc. | 7,337 | $2.12M | 0.76% | +7,337 | New |
| Dai-Ichi Life Insurance Company, Ltd | 7,279 | $2.10M | 0.06% | +354+5.1% | Added |
| Tokio Marine Asset Management Co Ltd | 7,192 | $2.07M | 0.08% | +1,882+35.4% | Added |
| Partners Wealth Management, LLC | 7,183 | $2.07M | 2.35% | +243+3.5% | Added |
| Lazard Asset Management LLC | 7,162 | $2.06M | 0.00% | +6,359+791.9% | Added |
| Csenge Advisory Group | 6,485 | $2.06M | 0.12% | +291+4.7% | Added |
| Perennial Investment Advisors, LLC | 6,961 | $2.01M | 0.23% | +1,138+19.5% | Added |
| Ambassador Advisors, LLC | 6,873 | $1.98M | 0.34% | +343+5.3% | Added |
| Bank of Nova Scotia | 6,870 | $1.98M | 0.00% | +435+6.8% | Added |
| Aptus Capital Advisors, LLC | 6,852 | $1.98M | 0.02% | +507+8.0% | Added |
| Wellington Management Group LLP | 6,816 | $1.96M | 0.00% | +3,251+91.2% | Added |
| Everence Capital Management Inc | 6,760 | $1.95M | 0.13% | +1,880+38.5% | Added |
| Farther Finance Advisors, LLC | 6,367 | $1.95M | 0.05% | −213−3.2% | Reduced |
| Omers Administration Corp | 6,753 | $1.95M | 0.02% | +5,726+557.5% | Added |
| Fifth Third Bancorp | 6,736 | $1.94M | 0.01% | +6,136+1,022.7% | Added |
| The PNC Financial Services Group, Inc. | 6,727 | $1.94M | 0.00% | +1,222+22.2% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 6,720 | $1.94M | 0.14% | +6,720 | New |
| Sigma Planning Corp | 6,719 | $1.94M | 0.06% | +1,002+17.5% | Added |
| Sequoia Financial Advisors, LLC | 6,695 | $1.93M | 0.01% | +760+12.8% | Added |
| Banque Cantonale Vaudoise | 6,685 | $1.93M | 0.08% | +6,685 | New |
| Kingsview Wealth Management, LLC | 6,671 | $1.92M | 0.04% | +354+5.6% | Added |
| Baird Financial Group, Inc. | 6,577 | $1.90M | 0.00% | −622−8.6% | Reduced |
| Norinchukin Bank, The | 6,492 | $1.87M | 0.03% | +4,633+249.2% | Added |
| Newbridge Financial Services Group, Inc. | 6,448 | $1.86M | 0.45% | +110+1.7% | Added |
| Investment Management Corp of Ontario | 6,400 | $1.84M | 0.04% | +6,400 | New |
| Waldron Private Wealth LLC | 6,256 | $1.80M | 0.09% | −1,028−14.1% | Reduced |
| Good Life Advisors, LLC | 6,243 | $1.80M | 0.13% | +3,402+119.7% | Added |
| Bridgewater Associates, LP | 6,214 | $1.79M | 0.01% | +6,214 | New |
| Integrated Wealth Concepts LLC | 6,178 | $1.78M | 0.02% | +1,367+28.4% | Added |
| Scientech Research LLC | 6,164 | $1.78M | 0.47% | +4,962+412.8% | Added |
| Pensionmark Financial Group, LLC | 6,162 | $1.78M | 0.05% | +64+1.0% | Added |
| APG Asset Management US Inc. | 5,761 | $1.76M | 0.01% | 00.0% | Unchanged |
| E Fund Management Co., Ltd. | 6,060 | $1.75M | 0.08% | +3,887+178.9% | Added |
| Assenagon Asset Management S.A. | 6,030 | $1.74M | 0.00% | +1,042+20.9% | Added |
| Core Wealth Partners LLC | 6,025 | $1.74M | 1.01% | +100+1.7% | Added |
| SRN Advisors, LLC | 6,023 | $1.74M | 1.95% | +1,744+40.8% | Added |
| DeepCurrents Investment Group LLC | 5,972 | $1.72M | 0.06% | +4,016+205.3% | Added |
| Hilltop Holdings Inc. | 5,947 | $1.71M | 0.11% | −498−7.7% | Reduced |
| HighPoint Advisor Group LLC | 4,462 | $1.70M | 0.10% | +825+22.7% | Added |
| National Asset Management, Inc. | 5,888 | $1.70M | 0.05% | +2,943+99.9% | Added |
| China Universal Asset Management Co., Ltd. | 5,871 | $1.69M | 0.16% | +2,893+97.1% | Added |
| Diversify Wealth Management, LLC | 4,428 | $1.69M | 0.13% | +41+0.9% | Added |
| Sepio Capital, LP | 5,856 | $1.69M | 0.13% | −8−0.1% | Reduced |
| AIA Group Ltd | 5,855 | $1.69M | 0.04% | +5,855 | New |
| Wealthcare Advisory Partners LLC | 5,801 | $1.67M | 0.04% | +734+14.5% | Added |
| Fiduciary Trust Co | 5,768 | $1.66M | 0.02% | +5+0.1% | Added |
| Beacon Pointe Advisors, LLC | 5,750 | $1.66M | 0.02% | −650−10.2% | Reduced |
| Centaurus Financial, Inc. | 5,716 | $1.65M | 0.10% | +718+14.4% | Added |
| Sterling Investment Advisors, Ltd. | 5,682 | $1.64M | 0.39% | +302+5.6% | Added |