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 |
|---|---|---|---|---|---|
| BayBridge Capital Group, LLC | 1,660 | $252.2K | 0.16% | +1,660 | New |
| Miller Capital Partners, Inc. | 1,696 | $257.7K | 0.13% | +1,696 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,700 | $258.1K | 0.01% | 00.0% | Unchanged |
| Red Door Wealth Management, LLC | 1,708 | $259.5K | 0.03% | +123+7.8% | Added |
| Wealthspire Advisors, LLC | 1,714 | $260.4K | 0.00% | +450+35.6% | Added |
| Chicago Trust Co NA | 1,716 | $260.7K | 0.04% | −56−3.2% | Reduced |
| Mill Creek Capital Advisors, LLC | 1,723 | $261.8K | 0.01% | −25−1.4% | Reduced |
| Wolverine Asset Management LLC | 1,740 | $264.4K | 0.00% | +1,740 | New |
| McGuire Capital Advisors Inc | 1,746 | $265.3K | 0.17% | +1,746 | New |
| Sava Infond d.o.o. | 1,750 | $265.9K | 0.04% | +900+105.9% | Added |
| Souders Financial Advisors | 1,751 | $266.1K | 0.03% | −144−7.6% | Reduced |
| Empower Advisory Group, LLC | 1,752 | $266.2K | 0.00% | −342−16.3% | Reduced |
| First Financial Bankshares Inc | 1,754 | $266.5K | 0.01% | 00.0% | Unchanged |
| Strategic Blueprint, LLC | 1,755 | $266.7K | 0.02% | +364+26.2% | Added |
| Koshinski Asset Management, Inc. | 1,759 | $267.3K | 0.02% | −2−0.1% | Reduced |
| Bulltick Wealth Management, LLC | 1,763 | $267.9K | 0.06% | −25−1.4% | Reduced |
| Coldstream Capital Management Inc | 1,797 | $273.0K | 0.00% | −402−18.3% | Reduced |
| Stonehearth Capital Management, LLC | 1,797 | $273.1K | 0.10% | 00.0% | Unchanged |
| Evanson Asset Management, LLC | 1,803 | $273.9K | 0.01% | 00.0% | Unchanged |
| Victory Financial Group, LLC | 1,817 | $276.1K | 0.03% | +1,817 | New |
| McAdam, LLC | 1,837 | $279.1K | 0.01% | +112+6.5% | Added |
| LBMC Investment Advisors, LLC | 1,840 | $279.6K | 0.02% | −51−2.7% | Reduced |
| ABN AMRO Bank N.V. | 1,851 | $280.2K | 0.00% | +712+62.5% | Added |
| Altshuler Shaham Ltd | 1,846 | $280.5K | 0.00% | +1,838+22,975.0% | Added |
| Valeo Financial Advisors, LLC | 1,850 | $281.1K | 0.01% | −1,576−46.0% | Reduced |
| Syntegra Private Wealth Group, LLC | 1,851 | $281.3K | 0.03% | −970−34.4% | Reduced |
| Claro Advisors LLC | 1,853 | $281.6K | 0.04% | +45+2.5% | Added |
| Brown Advisory Inc | 1,857 | $282.2K | 0.00% | +93+5.3% | Added |
| Indivisible Partners | 1,859 | $282.5K | 0.03% | +1,859 | New |
| Moneta Group Investment Advisors LLC | 1,862 | $283.0K | 0.00% | +272+17.1% | Added |
| Lodestar Private Asset Management LLC | 1,888 | $286.9K | 0.03% | 00.0% | Unchanged |
| J. Safra Sarasin Holding AG | 1,889 | $287.0K | 0.00% | +1,889 | New |
| Clientfirst Wealth Management, LLC | 1,900 | $288.7K | 0.23% | +1,900 | New |
| Pinnacle Financial Partners, Inc. | 1,905 | $289.5K | 0.00% | +1,905 | New |
| Riverview Capital Advisers, LLC | 1,908 | $289.9K | 0.09% | 00.0% | Unchanged |
| Redwood Wealth Management Group, LLC | 1,910 | $290.2K | 0.12% | +650+51.6% | Added |
| Veracity Capital LLC | 1,926 | $292.6K | 0.09% | +340+21.4% | Added |
| TL Private Wealth | 1,860 | $292.6K | 0.11% | +1,860 | New |
| Mountain Capital Investment Advisors, Inc | 1,806 | $294.6K | 0.05% | +21+1.2% | Added |
| Gilman Hill Asset Management, LLC | 1,962 | $298.1K | 0.05% | −3,016−60.6% | Reduced |
| Lazard Asset Management LLC | 1,998 | $303.6K | 0.00% | −5,286−72.6% | Reduced |
| Frisch Financial Group, Inc. | 2,000 | $303.9K | 0.07% | 00.0% | Unchanged |
| KLCM Advisors, Inc. | 2,010 | $305.4K | 0.03% | +2,010 | New |
| Clearstead Advisors, LLC | 2,014 | $306.0K | 0.00% | +34+1.7% | Added |
| BCS Wealth Management | 2,030 | $308.5K | 0.03% | +1,015+100.0% | Added |
| Meeder Advisory Services, Inc. | 2,044 | $310.6K | 0.01% | −1,501−42.3% | Reduced |
| Tanager Wealth Management LLP | 2,048 | $311.2K | 0.03% | +259+14.5% | Added |
| Advisor OS, LLC | 2,054 | $312.1K | 0.03% | −101−4.7% | Reduced |
| Avanza Fonder AB | 2,055 | $312.3K | 0.01% | +2,055 | New |
| AssuredPartners Investment Advisors, LLC | 2,075 | $315.2K | 0.05% | +2,075 | New |
| Royal Fund Management, LLC | 2,077 | $315.6K | 0.03% | +108+5.5% | Added |
| Allianz SE | 2,078 | $315.8K | 0.00% | −1,622−43.8% | Reduced |
| Great Valley Advisor Group, Inc. | 2,080 | $316.6K | 0.01% | −89−4.1% | Reduced |
| Sunbelt Securities, Inc. | 2,094 | $318.2K | 0.02% | +745+55.2% | Added |
| Cardiff Park Advisors, LLC | 2,094 | $318.2K | 0.03% | +1,330+174.1% | Added |
| Avantax Planning Partners, Inc. | 2,107 | $320.2K | 0.01% | +548+35.2% | Added |
| LongView Wealth Management | 2,000 | $324.5K | 0.08% | 00.0% | Unchanged |
| 180 Wealth Advisors, LLC | 2,167 | $329.4K | 0.04% | +2,167 | New |
| Unique Wealth Strategies, LLC | 2,170 | $329.7K | 0.13% | −600−21.7% | Reduced |
| Wick Capital Partners, LLC | 2,171 | $329.9K | 0.06% | 00.0% | Unchanged |
| Discipline Wealth Solutions, LLC | 2,175 | $330.5K | 0.06% | +279+14.7% | Added |
| Guardian Wealth Advisors, LLC | 2,197 | $333.9K | 0.02% | +443+25.3% | Added |
| Ci Investments Inc. | 2,212 | $336.1K | 0.00% | +426+23.9% | Added |
| Phoenix Holdings Ltd. | 2,243 | $339.9K | 0.00% | +797+55.1% | Added |
| Texas Capital Bank Wealth Management Services Inc | 2,248 | $341.6K | 0.02% | +151+7.2% | Added |
| International Assets Investment Management, LLC | 2,274 | $345.5K | 0.02% | +1,153+102.9% | Added |
| Correct Capital Wealth Management | 2,281 | $346.6K | 0.07% | −10,561−82.2% | Reduced |
| Kera Capital Partners, Inc. | 2,321 | $347.5K | 0.04% | +2,321 | New |
| Sierra Capital LLC | 2,295 | $349.0K | 0.04% | +2,295 | New |
| Vise Technologies, Inc. | 2,299 | $349.4K | 0.01% | −913−28.4% | Reduced |
| Panagora Asset Management Inc | 2,300 | $349.5K | 0.00% | +2,300 | New |
| EFG International AG | 2,307 | $350.5K | 0.01% | +2,307 | New |
| Thoroughbred Financial Services, LLC | 2,314 | $351.0K | 0.02% | +1,599+223.6% | Added |
| Bokf, NA | 2,317 | $352.1K | 0.01% | −6−0.3% | Reduced |
| BridgePort Financial Solutions, LLC | 2,330 | $354.0K | 0.10% | 00.0% | Unchanged |
| Americana Partners, LLC | 2,372 | $360.4K | 0.01% | +2,372 | New |
| Aaron Wealth Advisors | 2,374 | $360.7K | 0.02% | +464+24.3% | Added |
| Signaturefd, LLC | 2,379 | $361.5K | 0.01% | −1,400−37.0% | Reduced |
| Greenleaf Trust | 2,399 | $364.5K | 0.00% | +242+11.2% | Added |
| U.S. Capital Wealth Advisors, LLC | 2,405 | $365.4K | 0.01% | −439−15.4% | Reduced |
| Modern Wealth Management, LLC | 2,423 | $368.2K | 0.01% | +19+0.8% | Added |
| Red Reef Advisors LLC | 2,440 | $370.8K | 0.38% | +2,440 | New |
| MTM Investment Management, LLC | 2,448 | $372.0K | 0.12% | −2,399−49.5% | Reduced |
| Callan Family Office, LLC | 2,464 | $374.4K | 0.01% | −1,390−36.1% | Reduced |
| Flaharty Asset Management, LLC | 2,476 | $376.2K | 0.05% | +1,021+70.2% | Added |
| Rahlfs Capital, LLC | 2,485 | $377.6K | 0.29% | −125−4.8% | Reduced |
| Synergy Financial Management, LLC | 2,508 | $381.1K | 0.04% | −196−7.2% | Reduced |
| Allworth Financial LP | 2,512 | $381.7K | 0.00% | −295−10.5% | Reduced |
| SeaCrest Wealth Management, LLC | 2,362 | $382.2K | 0.04% | −177−7.0% | Reduced |
| Anchyra Partners LLC | 2,533 | $384.9K | 0.12% | +2,533 | New |
| Cigna Investments Inc | 2,546 | $387.0K | 0.06% | −43−1.7% | Reduced |
| Rothschild Investment LLC | 2,552 | $387.8K | 0.02% | −2−0.1% | Reduced |
| T3 Companies, LLC | 2,553 | $387.9K | 0.50% | +2,553 | New |
| Investment Partners Asset Management, Inc. | 2,559 | $388.8K | 0.24% | 00.0% | Unchanged |
| Militia Capital Partners, LP | 2,560 | $389.0K | 0.15% | +2,560 | New |
| Diversify Advisory Services, LLC | 2,244 | $389.8K | 0.01% | +514+29.7% | Added |
| Formidable Asset Management, LLC | 1,215 | $391.5K | 0.06% | −3,445−73.9% | Reduced |
| Belpointe Asset Management LLC | 2,580 | $392.0K | 0.01% | −314−10.9% | Reduced |
| Crossmark Global Holdings, Inc. | 2,580 | $392.0K | 0.01% | +522+25.4% | Added |
| Krilogy Financial LLC | 2,445 | $392.6K | 0.01% | −164−6.3% | Reduced |