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 |
|---|---|---|---|---|---|
| Diligent Investors, LLC | 2,623 | $398.6K | 0.10% | +866+49.3% | Added |
| DV Trading LLC | 2,626 | $399.0K | 0.03% | +2,626 | New |
| National Wealth Management Group, LLC | 2,640 | $401.1K | 0.14% | +112+4.4% | Added |
| Trifecta Capital Advisors, LLC | 2,660 | $404.2K | 0.06% | 00.0% | Unchanged |
| Magnus Financial Group LLC | 2,671 | $405.9K | 0.03% | −1,209−31.2% | Reduced |
| True Vision MN LLC | 2,671 | $405.9K | 0.21% | +2,671 | New |
| Massmutual Trust Co FSB | 2,672 | $406.0K | 0.01% | −150−5.3% | Reduced |
| Curran Financial Partners, LLC | 2,685 | $408.0K | 0.08% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 2,706 | $411.0K | 0.04% | −28−1.0% | Reduced |
| Allegheny Financial Group LTD | 2,732 | $415.2K | 0.06% | +39+1.4% | Added |
| Principal Securities, Inc. | 2,735 | $415.6K | 0.01% | +640+30.5% | Added |
| Cyndeo Wealth Partners, LLC | 2,742 | $416.7K | 0.02% | −1,303−32.2% | Reduced |
| Neuberger Berman Group LLC | 2,745 | $417.0K | 0.00% | −4,192−60.4% | Reduced |
| Twin Capital Management Inc | 2,764 | $420.0K | 0.05% | +2,764 | New |
| Soltis Investment Advisors LLC | 2,771 | $421.1K | 0.03% | −858−23.6% | Reduced |
| DecisionMap Wealth Management, LLC | 2,785 | $423.2K | 0.26% | −41−1.5% | Reduced |
| Fifth Third Bancorp | 2,790 | $423.9K | 0.00% | −111−3.8% | Reduced |
| CoreCap Advisors, LLC | 2,799 | $425.3K | 0.01% | +509+22.2% | Added |
| Summit Trail Advisors, LLC | 2,804 | $426.1K | 0.01% | −457−14.0% | Reduced |
| TSFG, LLC | 2,818 | $428.0K | 0.06% | +1,110+65.0% | Added |
| Odyssean, LLC | 2,842 | $431.8K | 0.31% | +2,842 | New |
| Integrity Alliance, LLC. | 2,850 | $433.1K | 0.02% | −1,138−28.5% | Reduced |
| Ankerstar Wealth, LLC | 2,873 | $436.9K | 0.43% | +2,873 | New |
| LaSalle St. Investment Advisors, LLC | 2,906 | $441.0K | 0.07% | +565+24.1% | Added |
| Harbour Investments, Inc. | 2,906 | $441.6K | 0.01% | −770−20.9% | Reduced |
| Clear Creek Financial Management, LLC | 2,922 | $444.0K | 0.04% | +1,093+59.8% | Added |
| Garden State Investment Advisory Services LLC | 2,930 | $445.2K | 0.11% | +65+2.3% | Added |
| Monograph Wealth Advisors, LLC | 2,936 | $446.2K | 0.04% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 2,950 | $448.3K | 0.01% | +2,950 | New |
| Prospect Financial Services LLC | 2,959 | $449.6K | 0.26% | +301+11.3% | Added |
| HB Wealth Management, LLC | 2,973 | $451.7K | 0.00% | −676−18.5% | Reduced |
| Alphadyne Asset Management LP | 2,978 | $452.5K | 0.05% | −21−0.7% | Reduced |
| Insigneo Advisory Services, LLC | 3,003 | $456.3K | 0.03% | −922−23.5% | Reduced |
| Laird Norton Trust Company, LLC | 3,005 | $456.6K | 0.01% | +3,005 | New |
| RiverFront Investment Group, LLC | 3,010 | $457.4K | 0.01% | −5,800−65.8% | Reduced |
| ING Groep NV | 3,037 | $461.5K | 0.00% | +808+36.2% | Added |
| Means Investment Co., Inc. | 3,055 | $464.2K | 0.04% | −113−3.6% | Reduced |
| Prime Capital Investment Advisors, LLC | 3,127 | $475.1K | 0.01% | −1,637−34.4% | Reduced |
| Carroll Advisory Group, LLC | 3,140 | $477.1K | 0.21% | +3,140 | New |
| Tradition Wealth Management, LLC | 3,157 | $479.7K | 0.03% | −29−0.9% | Reduced |
| We Are One Seven, LLC | 3,157 | $479.7K | 0.01% | +1,087+52.5% | Added |
| Tudor Investment Corp Et Al | 3,160 | $480.2K | 0.00% | −53,195−94.4% | Reduced |
| Integrated Wealth Concepts LLC | 3,161 | $480.4K | 0.01% | −1,782−36.1% | Reduced |
| Capital International Inc | 3,166 | $481.1K | 0.00% | −8,951−73.9% | Reduced |
| Walleye Partners, LLC | 3,171 | $481.8K | 0.54% | +3,171 | New |
| Glenmede Trust Co NA | 3,182 | $483.5K | 0.00% | +3,182 | New |
| United Capital Financial Advisers, LLC | 3,184 | $483.8K | 0.00% | −1,215−27.6% | Reduced |
| NorthCrest Asset Manangement, LLC | 2,938 | $483.9K | 0.01% | +810+38.1% | Added |
| Lauer Wealth, LLC | 2,901 | $484.4K | 0.37% | −674−18.9% | Reduced |
| Capital Group Private Client Services, Inc. | 3,243 | $492.8K | 0.01% | −74−2.2% | Reduced |
| Navellier & Associates Inc | 3,253 | $494.3K | 0.06% | −3,758−53.6% | Reduced |
| Greenline Wealth Management LLC | 3,258 | $495.0K | 0.51% | +3,258 | New |
| Convergence Financial, LLC | 3,260 | $495.4K | 0.07% | 00.0% | Unchanged |
| Fifth Third Wealth Advisors LLC | 3,260 | $495.4K | 0.02% | +3,260 | New |
| Invictus Private Wealth, LLC | 3,280 | $498.4K | 0.03% | −4,135−55.8% | Reduced |
| Wedmont Private Capital | 3,101 | $501.9K | 0.02% | −1,012−24.6% | Reduced |
| Ballentine Partners, LLC | 3,305 | $502.2K | 0.01% | −469−12.4% | Reduced |
| Raiffeisen Bank International AG | 3,238 | $503.9K | 0.01% | 00.0% | Unchanged |
| StoneX Group Inc. | 3,316 | $503.9K | 0.02% | −10,306−75.7% | Reduced |
| Hartline Investment Corp | 3,335 | $506.8K | 0.05% | −1,877−36.0% | Reduced |
| KG&L Capital Management,LLC | 3,348 | $508.7K | 0.13% | −2,477−42.5% | Reduced |
| Peapack Gladstone Financial Corp | 3,370 | $512.0K | 0.01% | +315+10.3% | Added |
| Park Avenue Securities LLC | 3,403 | $517.0K | 0.00% | −14,468−81.0% | Reduced |
| Cynosure Management, LLC | 3,403 | $517.1K | 0.05% | +3,403 | New |
| Cane Capital Partners, LLC | 3,429 | $521.0K | 0.22% | +3,429 | New |
| Pennsylvania Capital Management Inc | 3,432 | $521.5K | 0.14% | −9−0.3% | Reduced |
| Perigon Wealth Management, LLC | 3,443 | $523.2K | 0.01% | −8,906−72.1% | Reduced |
| Parallel Advisors, LLC | 3,473 | $527.7K | 0.01% | +350+11.2% | Added |
| AMG National Trust Bank | 3,475 | $528.0K | 0.01% | +3,475 | New |
| Northeast Financial Group, Inc. | 3,500 | $531.8K | 0.13% | −1,800−34.0% | Reduced |
| Paul Damon & Associates, Inc. | 3,513 | $533.8K | 0.24% | −927−20.9% | Reduced |
| Commerce Bank | 3,547 | $539.0K | 0.00% | −449−11.2% | Reduced |
| Banco Santander, S.A. | 3,547 | $539.0K | 0.00% | +3,547 | New |
| Mosley Wealth Management | 1,638 | $541.9K | 0.25% | +1,638 | New |
| Evergreen Capital Management LLC | 3,590 | $545.5K | 0.01% | +1,627+82.9% | Added |
| Bridgefront Capital, LLC | 3,622 | $550.4K | 0.14% | +3,622 | New |
| Traynor Capital Management, Inc. | 3,655 | $555.4K | 0.03% | −598−14.1% | Reduced |
| Client 1st Advisory Group, LLC | 3,680 | $559.2K | 0.18% | −65−1.7% | Reduced |
| Howard Capital Management Inc. | 3,684 | $559.8K | 0.01% | +100+2.8% | Added |
| Yousif Capital Management, LLC | 3,514 | $563.0K | 0.01% | +84+2.4% | Added |
| Great Lakes Advisors, LLC | 3,743 | $568.7K | 0.00% | −609−14.0% | Reduced |
| BluePath Capital Management, LLC | 3,769 | $572.7K | 0.39% | +801+27.0% | Added |
| Silvercrest Asset Management Group LLC | 3,775 | $573.6K | 0.00% | −1,220−24.4% | Reduced |
| E6 Portfolios, LLC | 3,777 | $574.0K | 0.66% | +3,777 | New |
| SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co | 3,349 | $581.8K | 0.40% | −11,916−78.1% | Reduced |
| AXS Investments LLC | 3,875 | $588.8K | 0.20% | +462+13.5% | Added |
| Financiere des Professionnels - Fonds d,investissement inc. | 3,887 | $590.6K | 0.03% | +3,887 | New |
| First Foundation Advisors | 3,992 | $606.6K | 0.02% | +18+0.5% | Added |
| Principal Financial Group Inc | 3,994 | $606.9K | 0.00% | −1,976−33.1% | Reduced |
| Maridea Wealth Management LLC | 3,995 | $607.0K | 0.09% | −4,964−55.4% | Reduced |
| Woodward Diversified Capital, LLC | 3,999 | $607.6K | 0.28% | +1,182+42.0% | Added |
| United Asset Strategies, Inc. | 4,005 | $608.6K | 0.05% | +120+3.1% | Added |
| Central Trust Co | 4,025 | $611.6K | 0.01% | 00.0% | Unchanged |
| Ieq Capital, LLC | 4,040 | $613.9K | 0.00% | +243+6.4% | Added |
| Simplicity Wealth,LLC | 4,074 | $619.0K | 0.04% | −680−14.3% | Reduced |
| Savvy Advisors, Inc. | 4,087 | $621.1K | 0.02% | +1,077+35.8% | Added |
| Independent Family Office, LLC | 4,100 | $623.0K | 0.26% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 4,146 | $630.0K | 0.03% | −1,254−23.2% | Reduced |
| Engineers Gate Manager LP | 4,177 | $634.7K | 0.01% | −8,883−68.0% | Reduced |
| Two Sigma Securities, LLC | 4,190 | $636.7K | 0.09% | +4,190 | New |