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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; 852 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: 852 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 2026852$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
Allworth Financial LP2,453$859.5K0.00%+817+49.9%Added
FNY Investment Advisers, LLC2,963$854.0K0.52%+2,963New
Wealth Management Partners, LLC2,940$847.5K0.39%−630−17.6%Reduced
Kovitz Investment Group Partners, LLC2,925$843.1K0.00%−503−14.7%Reduced
Diligent Investors, LLC2,917$840.9K0.20%+378+14.9%Added
United Capital Financial Advisers, LLC2,912$839.3K0.01%+620+27.1%Added
Financial Sense Advisors, Inc.2,911$839.2K0.24%+2,911New
Yousif Capital Management, LLC2,909$838.6K0.01%+873+42.9%Added
Garden State Investment Advisory Services LLC2,865$825.9K0.26%+160+5.9%Added
DecisionMap Wealth Management, LLC2,817$812.1K0.62%+4+0.1%Added
Souders Financial Advisors2,790$804.3K0.11%−1,339−32.4%Reduced
Massmutual Trust Co FSB2,740$789.9K0.02%+657+31.5%Added
KG&L Capital Management,LLC2,731$787.3K0.26%+2,731New
Curran Financial Partners, LLC2,729$786.7K0.19%00.0%Unchanged
PFG Investments, LLC2,684$773.7K0.05%−424−13.6%Reduced
Unique Wealth Strategies, LLC2,670$769.7K0.35%00.0%Unchanged
Maridea Wealth Management LLC2,664$768.0K0.25%+1,183+79.9%Added
Milestone Asset Management, LLC2,662$767.4K0.16%+2,662New
Bellecapital International Ltd.2,641$761.3K0.15%00.0%Unchanged
Westmount Partners, LLC2,624$756.4K0.23%+458+21.1%Added
Rahlfs Capital, LLC2,610$752.4K0.75%00.0%Unchanged
SLT Holdings LLC2,603$750.4K0.71%+1,353+108.2%Added
NVWM, LLC2,565$739.4K0.20%+2+0.1%Added
Sapient Capital LLC2,510$723.6K0.01%+2,510New
Smith Anglin Financial, LLC2,507$722.6K0.08%+751+42.8%Added
Resolute Partners Group2,506$722.4K0.21%+919+57.9%Added
Peapack Gladstone Financial Corp2,505$722.0K0.01%+30+1.2%Added
Pine Valley Investments Ltd Liability Co2,492$718.4K0.05%−90−3.5%Reduced
Davenport & Co LLC2,480$715.0K0.00%+72+3.0%Added
SeaCrest Wealth Management, LLC2,472$712.6K0.08%+175+7.6%Added
Plancorp, LLC2,469$711.7K0.03%−13−0.5%Reduced
JT Stratford LLC2,445$704.8K0.12%+1,068+77.6%Added
Belpointe Asset Management LLC2,418$697.0K0.04%+2,418New
Caisse des Depots Et Consignations2,404$693.0K0.03%+2,404New
Kiker Wealth Management, LLC2,393$689.8K0.47%−95−3.8%Reduced
Investment Partners Asset Management, Inc.2,369$682.9K0.54%00.0%Unchanged
Ameritas Advisory Services, LLC2,360$682.4K0.03%−9,766−80.5%Reduced
Capital Advisors Inc2,349$677.0K0.01%+9+0.4%Added
Heritage Wealth Advisors2,339$674.3K0.03%−314−11.8%Reduced
BridgePort Financial Solutions, LLC2,330$671.7K0.30%00.0%Unchanged
Cigna Investments Inc2,316$668.0K0.12%+596+34.7%Added
Park Square Financial Group, LLC2,290$660.2K0.52%−119−4.9%Reduced
Meeder Advisory Services, Inc.2,267$653.5K0.04%+781+52.6%Added
AXS Investments LLC2,265$652.9K0.18%−124−5.2%Reduced
Strategic Blueprint, LLC2,260$651.6K0.04%−650−22.3%Reduced
Stonehearth Capital Management, LLC2,206$635.9K0.26%+204+10.2%Added
Royal Fund Management, LLC2,192$631.9K0.08%+1,092+99.3%Added
LaSalle St. Investment Advisors, LLC2,137$616.0K0.15%+263+14.0%Added
SRS Capital Advisors, Inc.2,128$613.4K0.04%+1,585+291.9%Added
Mesirow Financial Investment Management, Inc.2,115$609.7K0.01%+65+3.2%Added
Weaver Capital Management LLC2,100$605.4K0.16%00.0%Unchanged
Scotia Capital Inc.2,094$603.6K0.00%+996+90.7%Added
Clearstead Advisors, LLC2,075$598.2K0.01%+1,925+1,283.3%Added
Wealthspire Advisors, LLC2,072$597.2K0.00%+246+13.5%Added
Advisor OS, LLC2,055$592.4K0.07%+40+2.0%Added
Eqis Capital Management, Inc.2,054$592.2K0.05%−1,947−48.7%Reduced
Rothschild Investment LLC2,049$590.7K0.04%+46+2.3%Added
Wick Capital Partners, LLC2,046$589.8K0.18%+2,046New
Frisch Financial Group, Inc.2,000$577.0K0.16%00.0%Unchanged
American Asset Management Inc.2,000$576.5K0.57%00.0%Unchanged
WealthTrust Asset Management, LLC2,000$576.5K0.43%00.0%Unchanged
LongView Wealth Management2,000$576.5K0.17%00.0%Unchanged
Nicholas Investment Partners, LP1,997$575.7K0.06%+1,997New
Empower Advisory Group, LLC1,979$570.5K0.00%+37+1.9%Added
Evergreen Capital Management LLC1,966$566.7K0.02%+46+2.4%Added
Northwestern Mutual Wealth Management Co1,963$565.9K0.00%−464−19.1%Reduced
Great Valley Advisor Group, Inc.1,937$558.3K0.01%+115+6.3%Added
Hollencrest Capital Management1,934$557.5K0.02%+75+4.0%Added
Riverview Capital Advisers, LLC1,908$550.0K0.17%00.0%Unchanged
U.S. Capital Wealth Advisors, LLC1,904$549.0K0.02%+642+50.9%Added
Cascade Financial Partners, LLC1,900$547.7K0.07%00.0%Unchanged
Sassicaia Capital Advisers LLC1,900$547.7K1.98%+1,900New
Savvy Advisors, Inc.1,895$546.4K0.05%+1,895New
Woodward Diversified Capital, LLC1,890$544.8K0.39%+1,890New
Prospect Financial Services LLC1,873$539.9K0.30%−75−3.9%Reduced
Lodestar Private Asset Management LLC1,870$539.1K0.07%00.0%Unchanged
Maripau Wealth Management LLC1,870$539.0K0.31%+709+61.1%Added
Gerber Kawasaki Wealth & Investment Management1,866$537.9K0.02%−151−7.5%Reduced
Smith, Moore & Co.1,861$536.5K0.05%+862+86.3%Added
Lauer Wealth, LLC1,405$535.9K0.41%+1,405New
Rossby Financial, LCC1,450$534.6K0.23%00.0%Unchanged
BCJ Capital Management, LLC1,836$529.3K0.04%+494+36.8%Added
Castle Rock Wealth Management, LLC1,751$527.9K0.14%−14−0.8%Reduced
CWA Asset Management Group, LLC1,820$524.7K0.03%+380+26.4%Added
Ausdal Financial Partners, Inc.1,807$520.9K0.04%−55−3.0%Reduced
Crossmark Global Holdings, Inc.1,803$519.8K0.01%+594+49.1%Added
Evanson Asset Management, LLC1,803$519.6K0.04%−839−31.8%Reduced
Chicago Trust Co NA1,800$518.9K0.09%−25−1.4%Reduced
Hartline Investment Corp1,799$518.6K0.07%−33,351−94.9%Reduced
Portside Wealth Group, LLC1,795$517.4K0.08%+965+116.3%Added
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors1,687$516.3K0.04%−3,456−67.2%Reduced
Hel Ved Capital Management Ltd1,755$505.9K0.26%−6,860−79.6%Reduced
Consolidated Capital Management, LLC1,754$505.6K0.21%+154+9.6%Added
Ethic Inc.1,642$502.5K0.01%+495+43.2%Added
Florida Financial Advisors, LLC1,740$502.4K0.20%+730+72.3%Added
Sage Mountain Advisors LLC1,742$502.2K0.04%−428−19.7%Reduced
Guardian Wealth Advisors, LLC1,737$500.8K0.04%+180+11.6%Added
Mill Creek Capital Advisors, LLC1,701$490.3K0.01%+46+2.8%Added
Texas Capital Bank Wealth Management Services Inc1,693$488.0K0.05%00.0%Unchanged
Mutual Advisors, LLC1,323$487.7K0.01%+471+55.3%Added