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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

Q4 2025 vs. Q3 2025

How the institutions holding Strategy Inc changed between Q3 2025 and Q4 2025.

All holders in Q4 2025All holders in Q3 2025

13F holders of MSTR: Q3 2025 compared with Q4 2025
MeasureQ3 2025Of which not filed for Q4 2025Q4 2025Change
Holders1,08724982−81
Shares140.0M350.4K174.6M+34.9M (+25.0%)
Value$45.1B$112.9M$26.6B−$18.4B (−41.0%)

24 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (172)

Institutions that held Strategy Inc at the end of Q4 2025 but not at the end of Q3 2025.

Showing the largest 100 of 172 by value.

Institutions new to MSTR in Q4 2025
InstitutionSharesValue% of portfolio
Norges Bank3,528,397$536.1M0.06%
Quadrature Capital Ltd756,266$114.9M1.17%
Old Mission Capital LLC494,536$75.2M2.91%
SIH Partners, LLLP260,230$39.5M2.30%
Himension Fund217,402$33.0M2.04%
Quantitative Investment Management, LLC178,287$27.1M2.63%
BNP PARIBAS ASSET MANAGEMENT Holding S.A.103,076$15.7M0.02%
Lavelle Capital LP100,000$15.2M9.63%
Y-Intercept (Hong Kong) Ltd71,884$10.9M0.24%
DRW Securities, LLC52,010$7.90M0.60%
HBK Investments L P51,564$7.84M0.08%
Parallax Volatility Advisers, L.P.39,735$6.04M0.19%
Kessler Investment Group, LLC38,042$5.78M2.44%
Boundless Plain Holdings Ltd30,000$4.56M1.45%
Longitude (Cayman) Ltd.28,200$4.28M3.71%
Eurizon Capital SGR S.p.A.27,856$4.24M0.01%
ARP Global Capital Ltd27,865$4.23M1.28%
Caitong International Asset Management Co., Ltd24,516$3.73M0.91%
Squarepoint Ops LLC23,696$3.60M0.01%
CIBC World Markets Corp22,061$3.35M0.02%
GM Advisory Group, Inc.20,010$3.04M0.12%
FengHe Fund Management Pte. Ltd.17,900$2.72M0.15%
Campbell & CO Investment Adviser LLC16,043$2.44M0.12%
Readystate Asset Management LP14,250$2.17M0.10%
Prelude Capital Management, LLC13,303$2.03M0.15%
Equitable Trust Co10,487$1.59M0.07%
Lombard Odier Asset Management (Switzerland) SA10,334$1.57M0.07%
North Dakota State Investment Board9,295$1.41M0.05%
E. Ohman J:or Asset Management AB9,263$1.41M0.03%
Dba Trading, LLC9,200$1.40M1.40%
Osmosis Investment Management UK Ltd8,731$1.33M0.03%
Thompson David Blair8,674$1.32M0.75%
Johns Hopkins University8,400$1.28M0.09%
Alchemi Wealth, LLC8,292$1.26M0.69%
J. Derek Lewis & Associates Inc.6,753$1.03M0.24%
Virtus Investment Advisers, Inc.6,701$1.02M0.28%
Daviman Financial, LLC6,668$1.01M0.59%
Polymer Capital Management (US) LLC6,645$1.01M0.13%
RK Capital Management, LLC6,477$984.2K0.06%
Sun Financial Inc6,271$952.9K0.53%
Thryve Wealth Management LLC6,128$931.1K0.46%
State of Michigan Retirement System5,800$881.3K0.00%
Two Sigma Investments, LP5,750$873.7K0.00%
Walser Wealth Management Company, A Ltd Liability Co5,578$847.6K0.45%
Oasis Advisors, LLC5,475$831.9K0.44%
Atom Investors LP5,302$805.6K0.06%
FORA Capital, LLC5,295$804.6K0.10%
Woodline Partners LP4,811$731.0K0.00%
Nomura Asset Management International Inc.4,610$700.0K0.00%
Venturi Wealth Management, LLC4,460$677.7K0.03%
EP Wealth Advisors, LLC4,365$663.2K0.00%
TCW Group Inc4,212$640.0K0.00%
Two Sigma Securities, LLC4,190$636.7K0.09%
Financiere des Professionnels - Fonds d,investissement inc.3,887$590.6K0.03%
E6 Portfolios, LLC3,777$574.0K0.66%
Bridgefront Capital, LLC3,622$550.4K0.14%
Mosley Wealth Management1,638$541.9K0.25%
Banco Santander, S.A.3,547$539.0K0.00%
AMG National Trust Bank3,475$528.0K0.01%
Cane Capital Partners, LLC3,429$521.0K0.22%
Cynosure Management, LLC3,403$517.1K0.05%
Fifth Third Wealth Advisors LLC3,260$495.4K0.02%
Greenline Wealth Management LLC3,258$495.0K0.51%
Glenmede Trust Co NA3,182$483.5K0.00%
Walleye Partners, LLC3,171$481.8K0.54%
Carroll Advisory Group, LLC3,140$477.1K0.21%
Laird Norton Trust Company, LLC3,005$456.6K0.01%
SRS Capital Advisors, Inc.2,950$448.3K0.01%
Ankerstar Wealth, LLC2,873$436.9K0.43%
Odyssean, LLC2,842$431.8K0.31%
Twin Capital Management Inc2,764$420.0K0.05%
True Vision MN LLC2,671$405.9K0.21%
DV Trading LLC2,626$399.0K0.03%
Militia Capital Partners, LP2,560$389.0K0.15%
T3 Companies, LLC2,553$387.9K0.50%
Anchyra Partners LLC2,533$384.9K0.12%
Red Reef Advisors LLC2,440$370.8K0.38%
Americana Partners, LLC2,372$360.4K0.01%
EFG International AG2,307$350.5K0.01%
Panagora Asset Management Inc2,300$349.5K0.00%
Sierra Capital LLC2,295$349.0K0.04%
Kera Capital Partners, Inc.2,321$347.5K0.04%
180 Wealth Advisors, LLC2,167$329.4K0.04%
AssuredPartners Investment Advisors, LLC2,075$315.2K0.05%
Avanza Fonder AB2,055$312.3K0.01%
KLCM Advisors, Inc.2,010$305.4K0.03%
TL Private Wealth1,860$292.6K0.11%
Pinnacle Financial Partners, Inc.1,905$289.5K0.00%
Clientfirst Wealth Management, LLC1,900$288.7K0.23%
J. Safra Sarasin Holding AG1,889$287.0K0.00%
Indivisible Partners1,859$282.5K0.03%
Victory Financial Group, LLC1,817$276.1K0.03%
McGuire Capital Advisors Inc1,746$265.3K0.17%
Wolverine Asset Management LLC1,740$264.4K0.00%
Miller Capital Partners, Inc.1,696$257.7K0.13%
BayBridge Capital Group, LLC1,660$252.2K0.16%
Simon Quick Advisors, LLC1,631$247.8K0.01%
Annandale Capital, LLC1,600$243.0K0.04%
Tamar Securities, LLC1,577$239.6K0.03%
Advisors Preferred, LLC1,500$235.7K0.04%

Sold out (253)

Institutions that held Strategy Inc at the end of Q3 2025 and filed for Q4 2025 without it.

Showing the largest 100 of 253 by value.

Institutions that sold out of MSTR in Q4 2025
InstitutionShares, Q3 2025Value, Q3 2025
Ossiam247,410$79.7M
Point72 Asset Management, L.P.133,708$43.1M
Consolidated Portfolio Review Corp42,098$13.6M
Simplex Trading, LLC29,257$9.43M
Spahn Wealth & Retirement LLC19,223$8.47M
Cushing Asset Management, LP25,000$8.06M
Sloy Dahl & Holst, LLC22,789$7.34M
Catalyst Funds Management Pty Ltd21,600$6.96M
Bleakley Financial Group, LLC20,164$6.50M
BIT Capital GmbH18,125$5.84M
Stevens Capital Management LP13,273$4.28M
Scotia Capital Inc.10,327$3.33M
Dymon Asia Capital (Singapore) Pte. Ltd.9,443$3.04M
JPL Wealth Management, LLC9,395$3.03M
Quantbot Technologies LP8,931$2.88M
Empowered Funds, LLC8,273$2.67M
AIA Group Ltd7,091$2.28M
BNC Wealth Management, LLC6,540$2.11M
Vennlight Capital Management, LP6,317$2.04M
APG Asset Management US Inc.5,761$1.95M
Hilltop Holdings Inc.5,879$1.89M
Everence Capital Management Inc5,763$1.86M
Strive Asset Management, LLC5,723$1.84M
Western Financial Corp5,271$1.70M
Salem Investment Counselors Inc5,236$1.69M
Csenge Advisory Group4,987$1.61M
Arrowpoint Investment Partners (Singapore) Pte. Ltd.4,766$1.54M
Blueshift Asset Management, LLC4,427$1.43M
Ameritas Advisory Services, LLC4,408$1.42M
Chesapeake Capital Corp4,307$1.39M
NorthRock Partners, LLC4,295$1.38M
Arete Wealth Advisors, LLC4,227$1.36M
Brand Asset Management Group, Inc.3,924$1.26M
Azzad Asset Management Inc3,898$1.26M
Fieldview Capital Management, LLC3,704$1.19M
Ritholtz Wealth Management3,286$1.06M
III Capital Management3,100$998.9K
Farrell Financial LLC3,100$998.9K
Matauro, LLC2,950$950.6K
Capital Group Investment Management Pte. Ltd.2,943$948.3K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors2,861$921.8K
Caisse des Depots Et Consignations2,779$895.4K
Johnson Investment Counsel Inc2,520$812.0K
Everhart Financial Group, Inc.2,520$812.0K
Dimensional Fund Advisors LP2,513$809.5K
Plancorp, LLC2,478$798.4K
Kiker Wealth Management, LLC2,469$795.5K
Institute for Wealth Management, LLC.2,427$782.0K
Icapital Wealth LLC2,400$773.3K
Ethos Financial Group, LLC2,280$734.6K
Wealthedge Investment Advisors, LLC2,269$731.1K
D.A. Davidson & Co.2,213$713.1K
Capital Advisors Inc2,176$701.1K
Sig Brokerage, LP2,101$677.0K
Patient Capital Management, LLC2,092$674.4K
Grimes & Company, Inc.2,082$670.7K
Mesirow Financial Investment Management, Inc.2,073$667.9K
Picton Mahoney Asset Management2,069$666.0K
American Asset Management Inc.2,000$644.4K
Nicholas Investment Partners, LP1,997$643.5K
CWA Asset Management Group, LLC1,794$578.0K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management1,774$571.6K
Smith, Moore & Co.1,768$569.7K
Custom Index Systems, LLC1,767$569.3K
Sagespring Wealth Partners, LLC1,738$560.0K
SummitTX Capital, L.P.1,680$541.3K
Fiduciary Planning LLC1,626$523.9K
Altus Wealth Group LLC1,624$523.3K
Oakwell Private Wealth Management, LLC1,618$521.3K
Crosspoint Financial, LLC1,606$517.5K
Dillon & Associates Inc1,605$517.0K
Groupe la Francaise1,860$516.9K
Westmount Partners, LLC1,470$497.5K
Premier Path Wealth Partners, LLC1,496$482.0K
GLOBALT Investments LLC1,477$475.9K
IFG Advisory, LLC1,416$456.3K
Frank, Rimerman Advisors LLC1,392$448.5K
Vista Finance, LLC1,388$447.2K
Alta Advisers Ltd1,385$446.3K
Old Mission Investment Co LLC1,357$437.2K
Doliver Advisors, LP1,350$435.0K
Wealth Management Partners, LLC1,340$431.8K
Snowden Capital Advisors LLC1,301$419.2K
Friday Financial1,290$415.7K
Brighton Jones LLC1,269$408.8K
Atria Investments LLC1,263$407.0K
Sapient Capital LLC1,229$401.2K
Walkner Condon Financial Advisors LLC1,238$398.9K
TCFG Wealth Management, LLC1,221$394.2K
Savant Capital, LLC1,215$391.5K
Abundance Wealth Counselors1,205$388.3K
Powell Investment Advisors, LLC1,197$385.7K
Beese Fulmer Investment Management, Inc.1,195$385.0K
NewEdge Wealth, LLC1,503$383.3K
West Family Investments, Inc.1,162$374.4K
Presidio Capital Management, LLC1,144$368.6K
Arlington Capital Management, Inc.1,135$365.7K
Panoramic Investment Advisors, LLC1,134$365.4K
Prosperity Wealth Management, Inc.1,125$362.5K
GR Financial Group, LLC1,121$361.3K

Not filed for Q4 2025 yet (24)

Institutions that held Strategy Inc at the end of Q3 2025 and haven't filed a 13F for Q4 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding MSTR in Q3 2025 that haven't filed for Q4 2025
InstitutionShares, Q3 2025Value, Q3 2025
Point72 Europe (London) LLP186,602$60.1M
Cubist Systematic Strategies, LLC56,336$18.2M
AXA Investment Managers S.A.37,147$12.0M
CIBC Bancorp USA Inc.19,023$6.13M
Point72 (DIFC) Ltd11,452$3.69M
Point72 Asia (Singapore) Pte. Ltd.11,270$3.63M
Sterling Financial Group, Inc.4,227$1.36M
Stonegate Investment Group, LLC4,201$1.35M
Glenmede Investment Management, LP3,210$1.03M
Masso Torrence Wealth Management Inc.3,210$1.03M
Shell Asset Management Co2,848$918.0K
Wolverine Trading, LLC1,934$631.3K
Copperleaf Capital, LLC1,942$625.7K
Wetherby Asset Management Inc1,902$612.8K
Pinebridge Investments, L.P.1,329$428.2K
Moloney Securities Asset Management, LLC987$318.0K
JFG Wealth Management, LLC826$266.1K
First National Corp786$266.0K
Abich Financial Wealth Management LLC560$180.4K
Optimum Investment Advisors410$132.1K
AllSquare Wealth Management LLC116$37.4K
Binnacle Investments Inc89$28.7K
Guerra Advisors Inc10$3.22K
Hemington Wealth Management4$1.00K