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 |
|---|---|---|---|---|---|
| Palisades Hudson Asset Management, L.P. | 1,141 | $329.0K | 0.15% | −466−29.0% | Reduced |
| Arlington Capital Management, Inc. | 1,136 | $327.5K | 0.25% | −251−18.1% | Reduced |
| GPS Wealth Strategies Group, LLC | 1,132 | $326.3K | 0.04% | +12+1.1% | Added |
| B & T Capital Management DBA Alpha Capital Management | 1,127 | $324.9K | 0.06% | −3,144−73.6% | Reduced |
| Revisor Wealth Management LLC | 1,127 | $324.9K | 0.14% | −678−37.6% | Reduced |
| Sagespring Wealth Partners, LLC | 1,112 | $320.5K | 0.01% | +97+9.6% | Added |
| Regatta Capital Group, LLC | 1,110 | $320.0K | 0.06% | +10+0.9% | Added |
| Alpha Family Trust | 1,110 | $320.0K | 0.19% | +1,110 | New |
| Thoroughbred Financial Services, LLC | 1,108 | $319.0K | 0.02% | +94+9.3% | Added |
| Novak & Powell Financial Services, Inc. | 1,104 | $318.3K | 0.20% | +200+22.1% | Added |
| Ground Swell Capital, LLC | 1,091 | $314.5K | 0.72% | +1,091 | New |
| Glass Jacobson Investment Advisors llc | 1,079 | $312.5K | 0.10% | 00.0% | Unchanged |
| Ci Investments Inc. | 1,059 | $305.0K | 0.00% | −358−25.3% | Reduced |
| Altiora Financial Group, LLC | 1,058 | $305.0K | 0.06% | 00.0% | Unchanged |
| We Are One Seven, LLC | 1,055 | $304.2K | 0.01% | −7−0.7% | Reduced |
| Ostrum Asset Management | 1,043 | $300.7K | 0.02% | −28−2.6% | Reduced |
| Schechter Investment Advisors, LLC | 1,041 | $300.1K | 0.02% | −79−7.1% | Reduced |
| Old Mission Investment Co LLC | 1,040 | $299.8K | 0.09% | −14−1.3% | Reduced |
| HBW Advisory Services LLC | 1,034 | $298.1K | 0.04% | −87−7.8% | Reduced |
| Vista Finance, LLC | 1,033 | $297.8K | 0.26% | +1,033 | New |
| Phoenix Holdings Ltd. | 1,033 | $297.6K | 0.00% | −720−41.1% | Reduced |
| BCS Wealth Management | 1,015 | $293.0K | 0.08% | +1,015 | New |
| Gordian Capital Singapore Pte Ltd | 1,010 | $292.3K | 0.18% | +100+11.0% | Added |
| Black Diamond Financial, LLC | 1,013 | $292.0K | 0.04% | 00.0% | Unchanged |
| Calton & Associates, Inc. | 1,012 | $291.7K | 0.07% | +1,012 | New |
| Alta Advisers Ltd | 1,010 | $291.2K | 0.12% | +1,010 | New |
| MRP Capital Investments, LLC | 1,000 | $288.3K | 0.27% | −50−4.8% | Reduced |
| Whitener Capital Management, Inc. | 1,000 | $288.3K | 0.08% | 00.0% | Unchanged |
| JBF Capital, Inc. | 1,000 | $288.3K | 0.06% | 00.0% | Unchanged |
| Independent Family Office, LLC | 1,000 | $288.3K | 0.15% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 1,000 | $288.3K | 0.00% | +90+9.9% | Added |
| Shoker Investment Counsel, Inc. | 1,000 | $288.3K | 0.10% | +1,000 | New |
| Savant Capital, LLC | 996 | $287.1K | 0.00% | −179−15.2% | Reduced |
| TCFG Wealth Management, LLC | 986 | $284.2K | 0.14% | −151−13.3% | Reduced |
| L2 Asset Management, LLC | 985 | $283.9K | 0.06% | +276+38.9% | Added |
| Capital Performance Advisors LLP | 980 | $282.5K | 0.06% | +110+12.6% | Added |
| FFG Partners, LLC | 980 | $282.5K | 0.12% | +980 | New |
| Avidian Wealth Solutions, LLC | 968 | $279.2K | 0.01% | +968 | New |
| San Luis Wealth Advisors LLC | 1,439 | $276.0K | 0.06% | +1,439 | New |
| Invst, LLC | 950 | $273.9K | 0.04% | +950 | New |
| TRUE Private Wealth Advisors | 950 | $273.8K | 0.03% | +950 | New |
| Insight Advisors, LLC | 948 | $273.3K | 0.05% | +948 | New |
| LJI Wealth Management, LLC | 945 | $272.5K | 0.05% | +9+1.0% | Added |
| Angeles Wealth Management, LLC | 938 | $270.4K | 0.02% | +938 | New |
| GK Wealth Management LLC | 931 | $268.4K | 0.34% | +931 | New |
| Buckingham Strategic Partners | 931 | $268.4K | 0.00% | +931 | New |
| Abel Hall, LLC | 925 | $266.6K | 0.16% | −378−29.0% | Reduced |
| International Assets Investment Management, LLC | 919 | $264.9K | 0.02% | +919 | New |
| Resources Investment Advisors, LLC. | 911 | $262.6K | 0.00% | −759−45.4% | Reduced |
| Thompson Davis & Co., Inc. | 910 | $261.3K | 0.21% | +910 | New |
| Congress Wealth Management LLC | 899 | $259.8K | 0.00% | +899 | New |
| First National Corp | 900 | $259.4K | 0.06% | +900 | New |
| Achmea Investment Management B.V. | 901 | $259.0K | 0.00% | −14,365−94.1% | Reduced |
| Financial Partners Group, Inc | 891 | $256.9K | 0.04% | +40+4.7% | Added |
| Soltis Investment Advisors LLC | 889 | $256.3K | 0.02% | +94+11.8% | Added |
| Index Fund Advisors, Inc. | 879 | $253.4K | 0.02% | −12−1.3% | Reduced |
| Penserra Capital Management LLC | 880 | $253.0K | 0.00% | −28,146−97.0% | Reduced |
| Narus Financial Partners, LLC | 875 | $252.2K | 0.09% | −78−8.2% | Reduced |
| Nova R Wealth, Inc. | 873 | $251.8K | 0.12% | 00.0% | Unchanged |
| TCG Advisory Services, LLC | 871 | $251.1K | 0.01% | +509+140.6% | Added |
| First Heartland Consultants, Inc. | 857 | $247.0K | 0.03% | +857 | New |
| Signature Estate & Investment Advisors LLC | 856 | $246.8K | 0.01% | +856 | New |
| Peak Planning Group, LLC | 852 | $245.6K | 0.10% | 00.0% | Unchanged |
| Cordatus Wealth Management LLC | 850 | $245.0K | 0.07% | 00.0% | Unchanged |
| Premier Path Wealth Partners, LLC | 842 | $242.7K | 0.04% | −294−25.9% | Reduced |
| Regions Financial Corp | 840 | $242.1K | 0.00% | −180−17.6% | Reduced |
| Power Wealth Management LLC | 833 | $240.1K | 0.10% | +2+0.2% | Added |
| Duncan Williams Asset Management, LLC | 832 | $239.8K | 0.09% | +12+1.5% | Added |
| GAMMA Investing LLC | 830 | $239.3K | 0.02% | +268+47.7% | Added |
| MBL Wealth, LLC | 827 | $238.4K | 0.02% | +827 | New |
| Family Management Corp | 820 | $236.4K | 0.04% | −550−40.1% | Reduced |
| Synergy Financial Group, LTD | 820 | $236.4K | 0.21% | 00.0% | Unchanged |
| NBC Securities, Inc. | 820 | $236.0K | 0.02% | +820 | New |
| Summit Financial, LLC | 815 | $234.9K | 0.01% | +41+5.3% | Added |
| Almanack Investment Partners, LLC. | 815 | $234.9K | 0.05% | +47+6.1% | Added |
| Shell Asset Management Co | 811 | $234.0K | 0.01% | +67+9.0% | Added |
| Joel Isaacson & Co., LLC | 807 | $232.6K | 0.01% | 00.0% | Unchanged |
| West Michigan Advisors, LLC | 806 | $232.3K | 0.08% | +12+1.5% | Added |
| Associated Banc-Corp | 805 | $232.1K | 0.01% | −175−17.9% | Reduced |
| Precision Wealth Strategies, LLC | 804 | $231.8K | 0.18% | +23+2.9% | Added |
| JFG Wealth Management, LLC | 800 | $230.6K | 0.05% | 00.0% | Unchanged |
| Firestone Capital Management | 800 | $230.6K | 0.06% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 800 | $230.6K | 0.04% | 00.0% | Unchanged |
| Littlejohn Financial Services, Inc. | 800 | $230.6K | 0.18% | 00.0% | Unchanged |
| Fidelis Capital Partners, LLC | 625 | $230.4K | 0.02% | +625 | New |
| Pettinga Financial Advisors, LLC | 795 | $229.2K | 0.05% | +795 | New |
| Pin Oak Investment Advisors Inc | 568 | $229.0K | 0.17% | +278+95.9% | Added |
| Citizens Financial Group Inc | 794 | $228.9K | 0.00% | −13−1.6% | Reduced |
| Callan Family Office, LLC | 789 | $227.4K | 0.02% | −134−14.5% | Reduced |
| Formidable Asset Management, LLC | 789 | $227.4K | 0.04% | +789 | New |
| Mirador Capital Partners LP | 776 | $223.7K | 0.04% | +776 | New |
| PYA Waltman Capital, LLC | 770 | $222.0K | 0.07% | +770 | New |
| Strategic Investment Solutions, Inc. | 766 | $220.8K | 0.06% | −4−0.5% | Reduced |
| Scarborough Advisors, LLC | 761 | $219.4K | 0.03% | +18+2.4% | Added |
| Walkner Condon Financial Advisors LLC | 760 | $219.1K | 0.04% | −362−32.3% | Reduced |
| Kovack Advisors, Inc. | 760 | $219.1K | 0.02% | 00.0% | Unchanged |
| RPG Investment Advisory, LLC | 756 | $217.9K | 0.02% | +756 | New |
| Primoris Wealth Advisors, LLC | 750 | $216.2K | 0.17% | 00.0% | Unchanged |
| Sava Infond d.o.o. | 750 | $216.2K | 0.04% | −50−6.3% | Reduced |
| Atlanta Consulting Group Advisors, LLC | 750 | $216.2K | 0.06% | 00.0% | Unchanged |