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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, 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.

Institutional holdersQ4 2025: 982 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 heldQ4 2025: $26.6B
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, Q4 2025

Shares, value and share of portfolio for each institution holding Strategy Inc; share changes are against Q3 2025.

Institutions holding MSTR in Q4 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Strategic Wealth Partners, Ltd.398$60.5K0.00%−53−11.8%Reduced
Clear Street Markets LLC408$62.0K0.01%+408New
SHP Wealth Management417$63.2K0.00%+417New
Evermay Wealth Management LLC427$64.9K0.01%00.0%Unchanged
Moisand Fitzgerald Tamayo, LLC441$67.0K0.01%00.0%Unchanged
REAP Financial Group, LLC455$69.1K0.01%+4+0.9%Added
TD Waterhouse Canada Inc.484$73.5K0.00%−6−1.2%Reduced
Weaver Capital Management LLC500$76.0K0.02%00.0%Unchanged
BigSur Wealth Management LLC500$76.0K0.02%+500New
Private Trust Co NA501$76.1K0.01%+300+149.3%Added
Ancora Advisors, LLC507$77.0K0.00%+147+40.8%Added
Chung Wu Investment Group, LLC515$78.3K0.06%−975−65.4%Reduced
N.E.W. Advisory Services LLC522$79.3K0.01%+522New
Ofi Invest Asset Management629$81.4K0.00%+629New
MCF Advisors LLC539$81.9K0.00%00.0%Unchanged
CX Institutional540$82.0K0.00%+145+36.7%Added
Intesa Sanpaolo Wealth Management540$82.1K0.02%+540New
Financial Perspectives, Inc541$82.2K0.02%−371−40.7%Reduced
Towarzystwo Funduszy Inwestycyjnych Pzu SA545$82.8K0.02%00.0%Unchanged
Ronald Blue Trust, Inc.563$85.5K0.00%+21+3.9%Added
WPG Advisers, LLC563$85.5K0.06%−37−6.2%Reduced
Atlantic Union Bankshares Corp566$86.0K0.00%−60−9.6%Reduced
Wexford Capital LP567$86.2K0.02%+567New
Twin Tree Management, LP582$88.4K0.01%−6,018−91.2%Reduced
JTC Employer Solutions Trusteee Ltd600$91.0K0.01%00.0%Unchanged
GAMMA Investing LLC622$94.5K0.00%−376−37.7%Reduced
Basecamp Wealth Advisors LLC624$94.8K0.02%+624New
DAGCO, Inc.655$99.5K0.02%+483+280.8%Added
Westpac Banking Corp656$99.7K0.01%+656New
Root Financial Partners, LLC694$105.5K0.01%−7−1.0%Reduced
Pacific Center for Financial Services330$106.3K0.03%00.0%Unchanged
Ostrum Asset Management739$112.3K0.01%−245−24.9%Reduced
Stelac Advisory Services LLC740$112.4K0.04%00.0%Unchanged
Abound Wealth Management747$113.4K0.03%−442−37.2%Reduced
E Fund Management (Hong Kong) Co., Ltd.860$120.1K0.05%+625+266.0%Added
NBC Securities, Inc.820$124.6K0.01%−7−0.8%Reduced
Centiva Capital, LP844$128.2K0.01%+844New
Horizon Investments, LLC871$132.3K0.00%+871New
Quest Partners LLC918$139.5K0.01%−159−14.8%Reduced
Creative Financial Designs Inc933$141.8K0.01%+265+39.7%Added
SageView Advisory Group, LLC996$151.3K0.01%+996New
Pin Oak Investment Advisors Inc1,203$162.0K0.11%00.0%Unchanged
Sterling Capital Management LLC1,072$162.9K0.00%−446−29.4%Reduced
Glass Jacobson Investment Advisors llc1,079$164.0K0.06%00.0%Unchanged
Hoey Investments, Inc1,100$167.1K0.02%−900−45.0%Reduced
TD Private Client Wealth LLC1,169$177.6K0.00%−41−3.4%Reduced
MRP Capital Investments, LLC1,200$182.3K0.15%+200+20.0%Added
Evelyn Partners Investment Management (Europe) Ltd1,200$182.3K0.06%00.0%Unchanged
Rossby Financial, LCC1,210$183.9K0.06%+7+0.6%Added
Portside Wealth Group, LLC1,294$196.6K0.03%−258−16.6%Reduced
Berkeley Capital Partners, LLC1,323$201.0K0.05%−182−12.1%Reduced
Abc Arbitrage SA1,330$202.1K0.02%+1,330New
L2 Asset Management, LLC1,346$204.5K0.03%+128+10.5%Added
First Heartland Consultants, Inc.1,348$204.8K0.02%−507−27.3%Reduced
Smartleaf Asset Management LLC1,329$206.9K0.01%+157+13.4%Added
Van Hulzen Asset Management, LLC1,388$210.9K0.02%−1,390−50.0%Reduced
GTS Securities LLC1,398$212.4K0.01%−6,807−83.0%Reduced
BCJ Capital Management, LLC1,402$213.0K0.01%−361−20.5%Reduced
Baader Bank INC2,298$215.3K0.02%−2,306−50.1%Reduced
Ionic Capital Management LLC1,419$215.6K0.21%−583−29.1%Reduced
Gerber Kawasaki Wealth & Investment Management221,529$216.1K0.01%+220,374+19,080.0%Added
Legacy Wealth Managment, LLC1,428$217.0K0.10%−6,054−80.9%Reduced
Penserra Capital Management LLC1,433$217.0K0.00%+85+6.3%Added
STF Management LP1,445$219.6K0.21%−1,687−53.9%Reduced
Wealth Alliance Advisory Group, LLC1,450$220.3K0.04%00.0%Unchanged
Graham Capital Management, L.P.1,452$220.6K0.01%+217+17.6%Added
Daymark Wealth Partners, LLC1,457$221.4K0.01%+246+20.3%Added
Mutual Advisors, LLC1,459$221.7K0.00%−345−19.1%Reduced
Resources Investment Advisors, LLC.1,472$223.7K0.00%−168−10.2%Reduced
Aventura Private Wealth, LLC1,474$224.0K0.08%00.0%Unchanged
Baird Financial Group, Inc.1,476$224.3K0.00%−6,678−81.9%Reduced
R Squared Ltd1,480$224.9K0.11%+1,480New
San Luis Wealth Advisors LLC1,482$225.2K0.04%−478−24.4%Reduced
Shay Capital LLC1,500$227.9K0.04%+1,500New
Regions Financial Corp1,502$228.2K0.00%+440+41.4%Added
Calamos Wealth Management LLC1,507$229.0K0.01%−40−2.6%Reduced
MLG Wealth Management DBA Pine Grove Financial Group1,537$233.5K0.03%+1,537New
Advisors Preferred, LLC1,500$235.7K0.04%+1,500New
Hollencrest Capital Management1,560$237.0K0.01%−2−0.1%Reduced
Atomi Financial Group, Inc.1,561$237.2K0.01%−357−18.6%Reduced
Unique Wealth, LLC1,573$239.0K0.03%−1−0.1%Reduced
Tamar Securities, LLC1,577$239.6K0.03%+1,577New
Citrine Capital LLC1,579$239.9K0.11%00.0%Unchanged
One Capital Management, LLC1,581$240.2K0.01%00.0%Unchanged
Norden Group LLC1,583$240.5K0.02%−242−13.3%Reduced
TCG Advisory Services, LLC1,590$241.6K0.01%−1,271−44.4%Reduced
Annandale Capital, LLC1,600$243.0K0.04%+1,600New
Consolidated Capital Management, LLC1,600$243.1K0.07%00.0%Unchanged
MB, Levis & Associates, LLC1,600$243.1K0.10%00.0%Unchanged
Key Client Fiduciary Advisors, LLC1,601$243.3K0.08%−696−30.3%Reduced
Milestone Asset Management, LLC1,601$243.3K0.05%+5+0.3%Added
Certior Financial Group, LLC1,608$244.3K0.17%+3+0.2%Added
Canal Capital Management, LLC1,615$245.4K0.03%−1,036−39.1%Reduced
Centurion Wealth Management LLC1,615$245.4K0.05%00.0%Unchanged
Venture Visionary Partners LLC1,621$246.3K0.01%−900−35.7%Reduced
MJP Associates Inc1,622$246.5K0.03%−101−5.9%Reduced
PYA Waltman Capital, LLC1,625$246.9K0.07%+855+111.0%Added
Simon Quick Advisors, LLC1,631$247.8K0.01%+1,631New
Innovative Advisory Group, LLC1,646$250.1K0.16%+139+9.2%Added
Envestnet Portfolio Solutions, Inc.1,648$250.4K0.00%−13−0.8%Reduced