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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
Beacon Financial Strategies CORP750$216.2K0.15%00.0%Unchanged
WJ Interests, LLC750$216.2K0.10%+750New
Eschler Asset Management LLP749$215.9K0.55%−9,001−92.3%Reduced
Financial Perspectives, Inc749$215.9K0.07%+582+348.5%Added
Ashton Thomas Private Wealth, LLC749$215.9K0.01%+749New
Bernardo Wealth Planning LLC743$214.0K0.05%+133+21.8%Added
Allianz SE740$213.3K0.01%−1,010−57.7%Reduced
Stelac Advisory Services LLC740$213.3K0.09%00.0%Unchanged
ASB Consultores, LLC737$212.5K0.14%+737New
Tidemark, LLC734$211.6K0.08%00.0%Unchanged
Level Four Advisory Services, LLC734$211.6K0.01%+734New
YHB Investment Advisors, Inc.726$209.3K0.02%+726New
Norden Group LLC720$207.6K0.02%+720New
King Wealth713$206.0K0.03%+713New
Resonant Capital Advisors, LLC711$205.0K0.01%+711New
Howland Capital Management LLC710$204.7K0.01%+10+1.4%Added
Cardiff Park Advisors, LLC710$204.7K0.02%+710New
Creative Financial Designs Inc705$203.2K0.02%+123+21.1%Added
Montz Harcus Wealth Management LLC703$202.7K0.11%00.0%Unchanged
Rehmann Capital Advisory Group702$202.5K0.01%+702New
Northstar Financial Companies, Inc.700$201.8K0.22%−50−6.7%Reduced
Pennington Partners & Co., LLC700$201.8K0.12%00.0%Unchanged
Pinnacle Wealth Management, LLC699$201.5K0.23%−6,441−90.2%Reduced
Smartleaf Asset Management LLC696$201.4K0.02%−46−6.2%Reduced
Proficio Capital Partners LLC698$201.2K0.02%−277−28.4%Reduced
TD Waterhouse Canada Inc.643$196.8K0.00%+118+22.5%Added
Harbor Investment Advisory, LLC665$191.7K0.02%00.0%Unchanged
Lindbrook Capital, LLC622$179.3K0.02%+83+15.4%Added
Continuum Advisory, LLC620$178.7K0.02%00.0%Unchanged
CoreCap Advisors, LLC603$173.9K0.01%−641−51.5%Reduced
JTC Employer Solutions Trusteee Ltd600$173.0K0.01%00.0%Unchanged
Stonebridge Financial Group, LLC592$170.7K0.02%+42+7.6%Added
Evermay Wealth Management LLC580$167.2K0.02%+580New
Skopos Labs, Inc.567$163.4K0.04%+349+160.1%Added
WPG Advisers, LLC551$158.8K0.15%+29+5.6%Added
Webster Bank, N. A.520$149.9K0.02%00.0%Unchanged
Triglav Skladi, D.O.O.500$144.1K0.01%+500New
Quarry LP489$141.0K0.04%+429+715.0%Added
Vestor Capital, LLC453$131.0K0.01%00.0%Unchanged
Bryn Mawr Trust Co443$127.7K0.00%−614−58.1%Reduced
Stonehage Fleming Financial Services Holdings Ltd435$125.4K0.00%+57+15.1%Added
Sunbelt Securities, Inc.434$125.1K0.01%00.0%Unchanged
Global Wealth Strategies & Associates408$117.6K0.04%+338+482.9%Added
PSI Advisors, LLC403$116.2K0.04%−57−12.4%Reduced
Coston, McIsaac & Partners400$115.0K0.03%+100+33.3%Added
Salem Investment Counselors Inc398$114.7K0.00%+7+1.8%Added
S.A. Mason LLC392$113.0K0.06%+2+0.5%Added
Capital Advisors, Ltd. LLC380$110.0K0.01%+5+1.3%Added
Towarzystwo Funduszy Inwestycyjnych Pzu SA365$105.2K0.04%00.0%Unchanged
Versant Capital Management, Inc347$100.0K0.02%+206+146.1%Added
Rosenberg Matthew Hamilton341$98.3K0.02%00.0%Unchanged
Pacific Center for Financial Services330$95.1K0.03%00.0%Unchanged
Cornerstone Planning Group LLC266$92.0K0.02%+4+1.5%Added
Compagnie Lombard Odier SCmA315$90.8K0.00%+205+186.4%Added
North Star Investment Management Corp.310$89.4K0.01%−15−4.6%Reduced
REAP Financial Group, LLC310$89.4K0.02%00.0%Unchanged
Optimum Investment Advisors310$89.4K0.04%+110+55.0%Added
Eq Wealth Advisors, LLC307$88.5K0.07%+307New
CX Institutional291$84.0K0.00%+291New
GeoWealth Management, LLC261$75.2K0.00%+28+12.0%Added
Burkett Financial Services, LLC250$72.1K0.03%00.0%Unchanged
Bogart Wealth, LLC249$71.8K0.00%−146−37.0%Reduced
ICONIQ Capital, LLC838$70.4K0.00%+838New
Ancora Advisors, LLC240$69.2K0.00%00.0%Unchanged
DAGCO, Inc.237$68.3K0.02%+237New
Thurston, Springer, Miller, Herd & Titak, Inc.231$66.6K0.01%+67+40.9%Added
Moisand Fitzgerald Tamayo, LLC222$64.0K0.01%+222New
HighMark Wealth Management LLC215$62.0K0.04%−172−44.4%Reduced
Richards, Merrill & Peterson, Inc.215$62.0K0.03%00.0%Unchanged
FSC Wealth Advisors, LLC210$60.5K0.04%00.0%Unchanged
TFC Financial Management208$60.0K0.01%−42−16.8%Reduced
CVA Family Office, LLC206$59.4K0.01%−59−22.3%Reduced
Westside Investment Management, Inc.206$59.4K0.01%00.0%Unchanged
Private Trust Co NA200$57.7K0.01%−3−1.5%Reduced
Glen Eagle Advisors, LLC200$57.7K0.01%00.0%Unchanged
Costello Asset Management, INC200$57.7K0.02%+200New
Darwin Advisors, LLC190$55.0K0.02%00.0%Unchanged
Vermillion Wealth Management, Inc.185$53.3K0.02%00.0%Unchanged
St Germain D J Co Inc177$51.0K0.00%00.0%Unchanged
Dogwood Wealth Management LLC176$50.7K0.03%−22−11.1%Reduced
Hopwood Financial Services, Inc.175$50.4K0.04%00.0%Unchanged
Catalyst Capital Advisors LLC174$50.2K0.00%+174New
Armstrong Advisory Group, Inc172$49.8K0.00%00.0%Unchanged
Capital Analysts, LLC170$49.0K0.00%+170New
Activest Wealth Management166$47.9K0.01%+53+46.9%Added
Hexagon Capital Partners LLC157$45.3K0.01%+155+7,750.0%Added
Opal Wealth Advisors, LLC155$44.7K0.01%+155New
Indiana Trust & Investment Management CO150$43.2K0.02%00.0%Unchanged
Semmax Financial Advisors Inc.100$41.6K0.01%00.0%Unchanged
Nemes Rush Group LLC136$39.2K0.00%00.0%Unchanged
Assetmark, Inc136$39.2K0.00%+89+189.4%Added
Huntington National Bank133$38.4K0.00%+13+10.8%Added
Harel Insurance Investments & Financial Services Ltd.132$38.0K0.00%−3−2.2%Reduced
DT Investment Partners, LLC130$37.5K0.00%00.0%Unchanged
Parkside Financial Bank & Trust129$37.2K0.00%+35+37.2%Added
SOA Wealth Advisors, LLC.128$36.9K0.01%00.0%Unchanged
Sandy Spring Bank126$36.3K0.00%00.0%Unchanged
South State Corp.123$35.5K0.00%+123New
Covestor Ltd114$33.0K0.02%+6+5.6%Added
Horrell Capital Management, Inc.107$30.8K0.01%00.0%Unchanged