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 |
|---|---|---|---|---|---|
| Greenleaf Trust | 5,671 | $1.63M | 0.01% | +828+17.1% | Added |
| AdvisorNet Financial, Inc | 5,651 | $1.63M | 0.12% | +1,270+29.0% | Added |
| Comprehensive Financial Consultants Institutional, Inc. | 5,608 | $1.62M | 0.57% | +22+0.4% | Added |
| Wallace Hart LLC | 5,602 | $1.61M | 4.06% | +500+9.8% | Added |
| Concurrent Investment Advisors, LLC | 5,554 | $1.60M | 0.04% | +1,089+24.4% | Added |
| Covenant Asset Management, LLC | 5,500 | $1.59M | 0.40% | −50−0.9% | Reduced |
| Evergreen Wealth Solutions, LLC | 5,443 | $1.57M | 1.06% | +43+0.8% | Added |
| Arkadios Wealth Advisors | 5,433 | $1.57M | 0.06% | +1,679+44.7% | Added |
| Keebeck Wealth Management, LLC | 5,383 | $1.55M | 0.23% | +465+9.5% | Added |
| Metis Global Partners, LLC | 5,322 | $1.53M | 0.04% | +1,749+49.0% | Added |
| Warren Averett Asset Management, LLC | 5,300 | $1.53M | 0.02% | −446−7.8% | Reduced |
| Geneos Wealth Management Inc. | 5,292 | $1.53M | 0.05% | −493−8.5% | Reduced |
| RSM US Wealth Management LLC | 5,276 | $1.52M | 0.02% | +168+3.3% | Added |
| Beacon Capital Management, LLC | 5,137 | $1.48M | 0.20% | +1,617+45.9% | Added |
| Fortis Group Advisors, LLC | 5,072 | $1.46M | 0.28% | +4,317+571.8% | Added |
| Paul Damon & Associates, Inc. | 5,011 | $1.44M | 0.89% | −1,750−25.9% | Reduced |
| Silvercrest Asset Management Group LLC | 4,995 | $1.44M | 0.01% | +290+6.2% | Added |
| MAI Capital Management | 4,978 | $1.43M | 0.01% | +1,020+25.8% | Added |
| Abound Financial, LLC | 4,967 | $1.43M | 0.72% | +1,749+54.4% | Added |
| Truvestments Capital LLC | 4,881 | $1.41M | 0.31% | +4,402+919.0% | Added |
| Pinnacle Associates Ltd | 4,870 | $1.40M | 0.02% | +10+0.2% | Added |
| Balyasny Asset Management LLC | 4,839 | $1.39M | 0.00% | −14,592−75.1% | Reduced |
| Marathon Trading Investment Management LLC | 4,811 | $1.39M | 0.74% | −416,456−98.9% | Reduced |
| Gilman Hill Asset Management, LLC | 4,805 | $1.39M | 0.24% | +1,802+60.0% | Added |
| MetLife Investment Management | 4,790 | $1.38M | 0.01% | +1,440+43.0% | Added |
| Vienna Asset Management LLC | 4,788 | $1.38M | 1.09% | +3,321+226.4% | Added |
| Sowell Financial Services LLC | 4,739 | $1.37M | 0.06% | +4,739 | New |
| LCM Capital Management Inc | 4,641 | $1.34M | 0.79% | 00.0% | Unchanged |
| Lifeworks Advisors, LLC | 4,625 | $1.33M | 0.22% | +278+6.4% | Added |
| Teilinger Capital Ltd. | 4,601 | $1.33M | 1.33% | −60,399−92.9% | Reduced |
| Arete Wealth Advisors, LLC | 4,554 | $1.31M | 0.10% | −1,445−24.1% | Reduced |
| Illinois Municipal Retirement Fund | 4,530 | $1.31M | 0.02% | 00.0% | Unchanged |
| UniSuper Management Pty Ltd | 4,500 | $1.30M | 0.01% | +1,000+28.6% | Added |
| Evexia Wealth LLC | 4,356 | $1.29M | 0.47% | +131+3.1% | Added |
| Empowered Funds, LLC | 4,434 | $1.28M | 0.02% | +1,108+33.3% | Added |
| Great Lakes Advisors, LLC | 4,408 | $1.27M | 0.01% | −456−9.4% | Reduced |
| Colony Group, LLC | 4,400 | $1.27M | 0.00% | +770+21.2% | Added |
| VestGen Advisors, LLC | 4,380 | $1.26M | 0.06% | +4,380 | New |
| Keybank National Association | 4,350 | $1.25M | 0.01% | −40−0.9% | Reduced |
| Aviso Wealth Management | 4,330 | $1.25M | 0.66% | 00.0% | Unchanged |
| Verus Capital Partners, LLC | 4,304 | $1.24M | 0.12% | +183+4.4% | Added |
| Cyndeo Wealth Partners, LLC | 4,289 | $1.24M | 0.08% | +1,435+50.3% | Added |
| Oak Thistle LLC | 4,287 | $1.24M | 0.25% | +4,287 | New |
| Verition Fund Management LLC | 4,286 | $1.24M | 0.01% | −3,611−45.7% | Reduced |
| Stonegate Investment Group, LLC | 4,185 | $1.21M | 0.03% | −441−9.5% | Reduced |
| Vestcor Inc | 4,172 | $1.20M | 0.04% | +592+16.5% | Added |
| Prime Capital Investment Advisors, LLC | 4,138 | $1.19M | 0.01% | +1,826+79.0% | Added |
| BNC Wealth Management, LLC | 4,097 | $1.18M | 0.43% | +998+32.2% | Added |
| Traynor Capital Management, Inc. | 4,088 | $1.18M | 0.10% | −34,628−89.4% | Reduced |
| Flaharty Asset Management, LLC | 4,055 | $1.17M | 0.17% | +1,100+37.2% | Added |
| Simplicity Wealth,LLC | 4,038 | $1.16M | 0.09% | +4,038 | New |
| Bonfire Financial | 4,024 | $1.16M | 1.07% | +147+3.8% | Added |
| Parallel Advisors, LLC | 4,010 | $1.16M | 0.03% | +373+10.3% | Added |
| Siemens Fonds Invest GmbH | 3,991 | $1.15M | 0.08% | +2,078+108.6% | Added |
| Capital Group Investment Management Pte. Ltd. | 3,983 | $1.15M | 0.23% | +2,949+285.2% | Added |
| Claro Advisors LLC | 3,975 | $1.15M | 0.15% | −1,053−20.9% | Reduced |
| Chokshi & Queen Wealth Advisors, Inc | 3,950 | $1.14M | 0.75% | +3,950 | New |
| Insigneo Advisory Services, LLC | 3,932 | $1.13M | 0.12% | +1,805+84.9% | Added |
| Close Asset Management Ltd | 3,879 | $1.12M | 0.03% | −181−4.5% | Reduced |
| Change Path, LLC | 3,846 | $1.11M | 0.03% | −1,236−24.3% | Reduced |
| Brown Advisory Inc | 3,796 | $1.09M | 0.00% | −2−0.1% | Reduced |
| Valeo Financial Advisors, LLC | 3,762 | $1.08M | 0.03% | +1,785+90.3% | Added |
| Oxler Private Wealth LLC | 3,718 | $1.07M | 0.38% | +292+8.5% | Added |
| Matauro, LLC | 3,704 | $1.07M | 0.22% | −1,498−28.8% | Reduced |
| Venture Visionary Partners LLC | 3,701 | $1.07M | 0.04% | +2,325+169.0% | Added |
| Larson Financial Group LLC | 3,677 | $1.06M | 0.05% | +1,219+49.6% | Added |
| Wedmont Private Capital | 3,527 | $1.06M | 0.05% | +1,388+64.9% | Added |
| Quantbot Technologies LP | 3,638 | $1.05M | 0.03% | +3,638 | New |
| Azzad Asset Management Inc | 3,628 | $1.05M | 0.12% | +3,628 | New |
| Magnus Financial Group LLC | 3,628 | $1.05M | 0.10% | −55−1.5% | Reduced |
| EP Wealth Advisors, LLC | 3,586 | $1.03M | 0.01% | +227+6.8% | Added |
| Signal Advisors Wealth, LLC | 3,585 | $1.03M | 0.10% | +806+29.0% | Added |
| Comerica Bank | 3,579 | $1.03M | 0.00% | −20,060−84.9% | Reduced |
| Pennsylvania Capital Management Inc | 3,549 | $1.02M | 0.38% | +439+14.1% | Added |
| Wiley Bros.-Aintree Capital, LLC | 3,470 | $1.00M | 0.01% | +965+38.5% | Added |
| ING Groep NV | 3,418 | $985.3K | 0.01% | −1,139−25.0% | Reduced |
| Lido Advisors, LLC | 3,396 | $979.1K | 0.01% | +240+7.6% | Added |
| Ballentine Partners, LLC | 3,387 | $976.4K | 0.02% | +65+2.0% | Added |
| First Foundation Advisors | 3,377 | $973.5K | 0.04% | 00.0% | Unchanged |
| Disciplined Investors, L.L.C. | 3,244 | $935.1K | 0.84% | +3,244 | New |
| Nwam LLC | 3,241 | $934.3K | 0.08% | −16−0.5% | Reduced |
| Glenmede Trust Co NA | 3,230 | $931.1K | 0.00% | −59−1.8% | Reduced |
| Means Investment Co., Inc. | 3,178 | $916.2K | 0.10% | +19+0.6% | Added |
| Ethos Financial Group, LLC | 3,157 | $914.3K | 0.09% | 00.0% | Unchanged |
| Convergence Financial, LLC | 3,159 | $910.6K | 0.18% | +2,404+318.4% | Added |
| BluePath Capital Management, LLC | 3,150 | $908.1K | 0.95% | +3,150 | New |
| Citrine Capital LLC | 3,140 | $905.2K | 0.57% | 00.0% | Unchanged |
| STRS Ohio | 3,140 | $905.2K | 0.00% | +3,140 | New |
| Commerce Bank | 3,129 | $902.0K | 0.01% | +65+2.1% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 3,107 | $895.7K | 0.04% | +597+23.8% | Added |
| Signaturefd, LLC | 3,096 | $892.6K | 0.02% | +602+24.1% | Added |
| Bokf, NA | 3,063 | $883.0K | 0.02% | +363+13.4% | Added |
| Masso Torrence Wealth Management Inc. | 3,055 | $880.7K | 0.47% | 00.0% | Unchanged |
| ICICI Prudential Asset Management Co Ltd | 3,048 | $878.6K | 0.11% | +665+27.9% | Added |
| Abn Amro Investment Solutions | 3,037 | $875.5K | 0.02% | +871+40.2% | Added |
| Harfst & Associates, Inc. | 3,012 | $868.3K | 0.20% | +3,012 | New |
| Garda Capital Partners LP | 3,009 | $867.4K | 0.49% | +3,009 | New |
| STF Management LP | 3,002 | $865.4K | 0.42% | +104+3.6% | Added |
| HB Wealth Management, LLC | 2,989 | $861.6K | 0.01% | +252+9.2% | Added |
| Farrell Financial LLC | 2,985 | $860.5K | 0.63% | 00.0% | Unchanged |