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, Q4 2025
Institutional positions in Strategy Inc as of Dec 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
- 982
- −81 vs. Q3 2025
- Shares held
- 174.6M
- +34.9M (+25.0%) vs. Q3 2025
- Total value
- $26.6B
- −$18.4B (−41.0%) vs. Q3 2025
- New holders
- 172
- 383 more added
- Sold out
- 253
- 334 more reduced
24 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2025: 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, Q4 2025
Shares, value and share of portfolio for each institution holding Strategy Inc; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Strategic Investment Solutions, Inc. | 49 | $7.45K | 0.00% | −635−92.8% | Reduced |
| Three Bearings Fiduciary Advisors, Inc. | 50 | $7.49K | 0.01% | +50 | New |
| Global Wealth Strategies & Associates | 50 | $7.60K | 0.00% | −139−73.5% | Reduced |
| Vermillion Wealth Management, Inc. | 50 | $7.60K | 0.00% | −115−69.7% | Reduced |
| HM Payson & Co | 50 | $7.60K | 0.00% | 00.0% | Unchanged |
| Bank of New Hampshire | 50 | $7.60K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 50 | $7.60K | 0.00% | 00.0% | Unchanged |
| Jessup Wealth Management, Inc | 50 | $7.60K | 0.00% | +50 | New |
| Trust Co | 51 | $7.75K | 0.00% | +1+2.0% | Added |
| Parkside Financial Bank & Trust | 53 | $8.05K | 0.00% | −132−71.4% | Reduced |
| S&T Bank | 54 | $8.21K | 0.00% | +24+80.0% | Added |
| MidFirst Bank | 54 | $8.21K | 0.00% | +54 | New |
| Quadrant Capital Group LLC | 54 | $8.21K | 0.00% | −13−19.4% | Reduced |
| Edmond de Rothschild Holding S.A. | 56 | $8.51K | 0.00% | +56 | New |
| Asset Dedication, LLC | 57 | $8.66K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 58 | $8.81K | 0.00% | +28+93.3% | Added |
| Banque Transatlantique SA | 60 | $9.12K | 0.00% | −6,455−99.1% | Reduced |
| Byrne Asset Management LLC | 60 | $9.12K | 0.01% | +59+5,900.0% | Added |
| Osbon Capital Management LLC | 60 | $9.12K | 0.01% | +60 | New |
| McIlrath & Eck, LLC | 64 | $9.72K | 0.00% | −603−90.4% | Reduced |
| Umb Bank N A | 68 | $10.3K | 0.00% | −57−45.6% | Reduced |
| UMA Financial Services, Inc. | 69 | $10.4K | 0.00% | −17−19.8% | Reduced |
| Medallion Wealth Advisors, LLC | 74 | $11.2K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 76 | $11.5K | 0.00% | −272−78.2% | Reduced |
| Colonial Trust Advisors | 80 | $12.2K | 0.00% | 00.0% | Unchanged |
| Gilpin Wealth Management, LLC | 80 | $12.2K | 0.01% | +80 | New |
| Avalon Trust Co | 85 | $12.9K | 0.00% | 00.0% | Unchanged |
| First PREMIER Bank | 84 | $13.0K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 86 | $13.1K | 0.00% | +86 | New |
| MV Capital Management, Inc. | 87 | $13.2K | 0.00% | −5−5.4% | Reduced |
| Crewe Advisors LLC | 87 | $13.2K | 0.00% | +39+81.3% | Added |
| Maseco LLP | 90 | $13.7K | 0.00% | +90 | New |
| Safe Harbor Fiduciary, LLC | 92 | $14.0K | 0.01% | +92 | New |
| Financial Management Professionals, Inc. | 95 | $14.4K | 0.00% | +85+850.0% | Added |
| Tucker Asset Management LLC | 95 | $14.4K | 0.00% | +95 | New |
| Catalyst Capital Advisors LLC | 98 | $14.9K | 0.00% | −25−20.3% | Reduced |
| Indiana Trust & Investment Management CO | 100 | $15.2K | 0.00% | −50−33.3% | Reduced |
| Arlington Trust Co LLC | 101 | $15.3K | 0.00% | −40−28.4% | Reduced |
| Quent Capital, LLC | 101 | $15.3K | 0.00% | −1−1.0% | Reduced |
| Horrell Capital Management, Inc. | 105 | $16.0K | 0.01% | +2+1.9% | Added |
| SOA Wealth Advisors, LLC. | 107 | $16.3K | 0.00% | −10−8.5% | Reduced |
| Kemnay Advisory Services Inc. | 107 | $16.3K | 0.00% | +107 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 109 | $16.6K | 0.01% | +109 | New |
| Modus Advisors, LLC | 109 | $16.6K | 0.00% | +109 | New |
| Financial Freedom, LLC | 115 | $17.5K | 0.01% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 117 | $17.8K | 0.00% | +16+15.8% | Added |
| Meeder Asset Management Inc | 118 | $17.9K | 0.00% | −32−21.3% | Reduced |
| Bessemer Group Inc | 116 | $18.0K | 0.00% | −21−15.3% | Reduced |
| Hantz Financial Services, Inc. | 121 | $18.0K | 0.00% | +3+2.5% | Added |
| Themes Management Co LLC | 122 | $18.5K | 0.01% | +122 | New |
| ORG Partners LLC | 125 | $19.0K | 0.00% | −1−0.8% | Reduced |
| Cheviot Value Management, LLC | 120 | $19.0K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 130 | $19.8K | 0.02% | −990−88.4% | Reduced |
| Nemes Rush Group LLC | 137 | $20.8K | 0.00% | +1+0.7% | Added |
| Covestor Ltd | 135 | $21.0K | 0.01% | +10+8.0% | Added |
| Motiv8 Investments LLC | 135 | $21.0K | 0.01% | +135 | New |
| Atlantic Trust, LLC | 152 | $23.1K | 0.00% | +124+442.9% | Added |
| CVA Family Office, LLC | 158 | $24.0K | 0.00% | −40−20.2% | Reduced |
| Bryn Mawr Trust Co | 160 | $24.3K | 0.00% | +60+60.0% | Added |
| Sound Income Strategies, LLC | 144 | $25.0K | 0.00% | +82+132.3% | Added |
| Quintet Private Bank (Europe) S.A. | 175 | $26.6K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 163 | $26.8K | 0.00% | +53+48.2% | Added |
| St Germain D J Co Inc | 177 | $26.9K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 177 | $26.9K | 0.00% | −13−6.8% | Reduced |
| HighMark Wealth Management LLC | 185 | $28.1K | 0.01% | +25+15.6% | Added |
| Darwin Advisors, LLC | 190 | $28.9K | 0.01% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 190 | $28.9K | 0.01% | +140+280.0% | Added |
| Costello Asset Management, INC | 200 | $30.4K | 0.01% | 00.0% | Unchanged |
| Wilkerson Advisory Group LLC | 200 | $30.4K | 0.01% | +200 | New |
| SJS Investment Consulting Inc. | 201 | $30.5K | 0.00% | +84+71.8% | Added |
| Versant Capital Management, Inc | 202 | $30.7K | 0.00% | −291−59.0% | Reduced |
| Quaker Wealth Management, LLC | 205 | $31.1K | 0.01% | +3+1.5% | Added |
| Stonehage Fleming Financial Services Holdings Ltd | 210 | $31.9K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 219 | $33.3K | 0.01% | −82−27.2% | Reduced |
| Triumph Capital Management | 227 | $34.5K | 0.01% | +227 | New |
| Glen Eagle Advisors, LLC | 230 | $34.9K | 0.00% | +12+5.5% | Added |
| Quarry LP | 246 | $37.4K | 0.01% | +121+96.8% | Added |
| Burkett Financial Services, LLC | 250 | $38.0K | 0.01% | 00.0% | Unchanged |
| City State Bank | 250 | $38.0K | 0.01% | +195+354.5% | Added |
| Itau Unibanco Holding S.A. | 262 | $39.8K | 0.00% | +262 | New |
| Vision Retirement, LLC | 268 | $40.7K | 0.01% | +268 | New |
| Cornerstone Planning Group LLC | 264 | $41.8K | 0.01% | +225+576.9% | Added |
| Jones Financial Companies LLLP | 281 | $42.7K | 0.00% | +281 | New |
| Harbor Investment Advisory, LLC | 290 | $44.1K | 0.00% | −375−56.4% | Reduced |
| Compagnie Lombard Odier SCmA | 295 | $44.8K | 0.00% | −20−6.3% | Reduced |
| IAG Wealth Partners, LLC | 302 | $45.9K | 0.01% | +180+147.5% | Added |
| North Star Investment Management Corp. | 306 | $46.5K | 0.00% | +6+2.0% | Added |
| Eq Wealth Advisors, LLC | 307 | $46.6K | 0.03% | +307 | New |
| Reflection Asset Management | 314 | $47.7K | 0.03% | +314 | New |
| Flagship Harbor Advisors, LLC | 316 | $48.0K | 0.00% | −681−68.3% | Reduced |
| Huntington National Bank | 334 | $50.8K | 0.00% | −130−28.0% | Reduced |
| Vestor Capital, LLC | 1,091 | $51.0K | 0.00% | +737+208.2% | Added |
| Rosenberg Matthew Hamilton | 341 | $51.8K | 0.01% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 350 | $53.2K | 0.03% | +320+1,066.7% | Added |
| Fideuram Asset Management (Ireland) dac | 166 | $55.8K | 0.00% | +166 | New |
| Bogart Wealth, LLC | 370 | $56.2K | 0.00% | +1+0.3% | Added |
| Assetmark, Inc | 387 | $58.8K | 0.00% | −719−65.0% | Reduced |
| Evelyn Partners Investment Management Services Ltd | 387 | $58.8K | 0.01% | +380+5,428.6% | Added |
| Pinnacle Wealth Planning Services, Inc. | 392 | $59.6K | 0.01% | +392 | New |
| Capital Advisors, Ltd. LLC | 396 | $60.0K | 0.01% | +14+3.7% | Added |