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 |
|---|---|---|---|---|---|
| Bonfire Financial | 4,205 | $639.0K | 0.48% | +138+3.4% | Added |
| TCW Group Inc | 4,212 | $640.0K | 0.00% | +4,212 | New |
| Fort Point Capital Partners LLC | 3,762 | $643.0K | 0.08% | −4−0.1% | Reduced |
| Sowell Financial Services LLC | 4,255 | $646.5K | 0.02% | +61+1.5% | Added |
| ICICI Prudential Asset Management Co Ltd | 4,296 | $652.8K | 0.08% | +243+6.0% | Added |
| Prakash Investment Advisors LLC | 4,300 | $653.4K | 0.50% | +2,400+126.3% | Added |
| Change Path, LLC | 4,310 | $654.9K | 0.02% | −50−1.1% | Reduced |
| Pine Valley Investments Ltd Liability Co | 4,311 | $655.1K | 0.03% | −56−1.3% | Reduced |
| Kovitz Investment Group Partners, LLC | 4,313 | $655.4K | 0.01% | −1,032−19.3% | Reduced |
| Nwam LLC | 4,270 | $655.5K | 0.04% | +1,241+41.0% | Added |
| Aviso Wealth Management | 4,330 | $657.9K | 0.28% | 00.0% | Unchanged |
| IFP Advisors, Inc | 4,331 | $658.1K | 0.01% | +1,493+52.6% | Added |
| EP Wealth Advisors, LLC | 4,365 | $663.2K | 0.00% | +4,365 | New |
| CTC Alternative Strategies, Ltd. | 4,366 | $663.4K | 1.24% | −1,626−27.1% | Reduced |
| Venturi Wealth Management, LLC | 4,460 | $677.7K | 0.03% | +4,460 | New |
| Abound Financial, LLC | 4,460 | $677.7K | 0.26% | +104+2.4% | Added |
| Metis Global Partners, LLC | 4,486 | $681.6K | 0.02% | −189−4.0% | Reduced |
| Nomura Asset Management International Inc. | 4,610 | $700.0K | 0.00% | +4,610 | New |
| Teamwork Financial Advisors, LLC | 4,644 | $705.7K | 0.08% | −33,089−87.7% | Reduced |
| ZEGA Investments, LLC | 4,676 | $710.5K | 0.14% | −4,093−46.7% | Reduced |
| Oxler Private Wealth LLC | 4,678 | $710.8K | 0.21% | −439−8.6% | Reduced |
| Intech Investment Management LLC | 4,697 | $713.7K | 0.01% | −4,357−48.1% | Reduced |
| National Asset Management, Inc. | 4,699 | $714.0K | 0.03% | −323−6.4% | Reduced |
| Principle Wealth Partners LLC | 4,763 | $723.8K | 0.04% | +3,796+392.6% | Added |
| Keybank National Association | 4,805 | $730.1K | 0.00% | +345+7.7% | Added |
| Larson Financial Group LLC | 4,811 | $731.0K | 0.02% | +538+12.6% | Added |
| Woodline Partners LP | 4,811 | $731.0K | 0.00% | +4,811 | New |
| Harfst & Associates, Inc. | 4,858 | $738.2K | 0.13% | −45−0.9% | Reduced |
| Warren Averett Asset Management, LLC | 4,902 | $744.9K | 0.01% | +646+15.2% | Added |
| Beacon Pointe Advisors, LLC | 4,989 | $758.1K | 0.01% | +423+9.3% | Added |
| Vestcor Inc | 5,097 | $774.0K | 0.02% | 00.0% | Unchanged |
| MetLife Investment Management | 5,099 | $774.8K | 0.00% | +4+0.1% | Added |
| UniSuper Management Pty Ltd | 5,100 | $774.9K | 0.00% | +800+18.6% | Added |
| Thrivent Financial for Lutherans | 5,017 | $781.0K | 0.00% | −79−1.6% | Reduced |
| Evergreen Wealth Solutions, LLC | 5,143 | $781.5K | 0.11% | −300−5.5% | Reduced |
| Andina Capital Management, LLC | 5,161 | $784.2K | 0.47% | +3,286+175.3% | Added |
| Capital International Ltd | 5,215 | $792.4K | 0.03% | −8,406−61.7% | Reduced |
| Beacon Capital Management, LLC | 5,221 | $793.4K | 0.12% | +54+1.0% | Added |
| Keebeck Wealth Management, LLC | 5,227 | $794.2K | 0.09% | −125−2.3% | Reduced |
| FORA Capital, LLC | 5,295 | $804.6K | 0.10% | +5,295 | New |
| Atom Investors LP | 5,302 | $805.6K | 0.06% | +5,302 | New |
| Sterling Investment Advisors, Ltd. | 5,310 | $806.9K | 0.15% | +153+3.0% | Added |
| Perennial Investment Advisors, LLC | 5,321 | $808.5K | 0.06% | +81+1.5% | Added |
| Citizens Financial Group Inc | 5,373 | $816.4K | 0.01% | −1,131−17.4% | Reduced |
| Close Asset Management Ltd | 5,410 | $822.0K | 0.02% | +2,414+80.6% | Added |
| Arkadios Wealth Advisors | 5,444 | $827.2K | 0.02% | −221−3.9% | Reduced |
| Oasis Advisors, LLC | 5,475 | $831.9K | 0.44% | +5,475 | New |
| Merit Financial Group, LLC | 5,511 | $837.4K | 0.01% | −6,327−53.4% | Reduced |
| Maripau Wealth Management LLC | 5,535 | $841.1K | 0.39% | +326+6.3% | Added |
| Walser Wealth Management Company, A Ltd Liability Co | 5,578 | $847.6K | 0.45% | +5,578 | New |
| Siemens Fonds Invest GmbH | 5,458 | $849.3K | 0.05% | +401+7.9% | Added |
| Comprehensive Financial Consultants Institutional, Inc. | 5,614 | $853.0K | 0.26% | 00.0% | Unchanged |
| Covenant Asset Management, LLC | 5,616 | $853.4K | 0.16% | +116+2.1% | Added |
| Oak Thistle LLC | 5,680 | $863.1K | 0.12% | +3,640+178.4% | Added |
| Two Sigma Investments, LP | 5,750 | $873.7K | 0.00% | +5,750 | New |
| Fiduciary Trust Co | 5,785 | $879.0K | 0.01% | −7−0.1% | Reduced |
| State of Michigan Retirement System | 5,800 | $881.3K | 0.00% | +5,800 | New |
| Lifeworks Advisors, LLC | 5,804 | $881.9K | 0.11% | −631−9.8% | Reduced |
| 111 Capital | 5,858 | $890.1K | 0.19% | −763−11.5% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 5,863 | $890.9K | 0.02% | −6,400−52.2% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 5,899 | $895.3K | 0.00% | +357+6.4% | Added |
| Comerica Bank | 5,893 | $895.5K | 0.00% | −2,386−28.8% | Reduced |
| Sage Mountain Advisors LLC | 5,985 | $909.5K | 0.05% | +1,675+38.9% | Added |
| Thryve Wealth Management LLC | 6,128 | $931.1K | 0.46% | +6,128 | New |
| Core Wealth Partners LLC | 6,242 | $948.5K | 0.43% | −128−2.0% | Reduced |
| Sun Financial Inc | 6,271 | $952.9K | 0.53% | +6,271 | New |
| Banque Cantonale Vaudoise | 6,288 | $956.0K | 0.03% | −211−3.2% | Reduced |
| PFG Investments, LLC | 6,317 | $959.9K | 0.05% | +3,137+98.6% | Added |
| FIL Ltd | 6,361 | $966.6K | 0.00% | −614−8.8% | Reduced |
| MAI Capital Management | 6,418 | $975.1K | 0.01% | +992+18.3% | Added |
| QTR Family Wealth, LLC | 7,352 | $977.8K | 0.43% | +1,239+20.3% | Added |
| RK Capital Management, LLC | 6,477 | $984.2K | 0.06% | +6,477 | New |
| RSM US Wealth Management LLC | 6,359 | $989.5K | 0.01% | +659+11.6% | Added |
| MBL Wealth, LLC | 6,514 | $989.8K | 0.08% | +3,771+137.5% | Added |
| Wealthcare Advisory Partners LLC | 6,592 | $1.00M | 0.02% | +20.0% | Added |
| Gladstone Institutional Advisory LLC | 6,629 | $1.01M | 0.04% | −800−10.8% | Reduced |
| Polymer Capital Management (US) LLC | 6,645 | $1.01M | 0.13% | +6,645 | New |
| Daviman Financial, LLC | 6,668 | $1.01M | 0.59% | +6,668 | New |
| Virtus Investment Advisers, Inc. | 6,701 | $1.02M | 0.28% | +6,701 | New |
| Omers Administration Corp | 6,753 | $1.03M | 0.01% | 00.0% | Unchanged |
| J. Derek Lewis & Associates Inc. | 6,753 | $1.03M | 0.24% | +6,753 | New |
| Centaurus Financial, Inc. | 6,856 | $1.04M | 0.05% | +137+2.0% | Added |
| Waldron Private Wealth LLC | 6,898 | $1.05M | 0.04% | +420+6.5% | Added |
| Ambassador Advisors, LLC | 6,903 | $1.05M | 0.15% | +30+0.4% | Added |
| Davenport & Co LLC | 6,944 | $1.06M | 0.01% | −230−3.2% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 6,948 | $1.06M | 0.07% | 00.0% | Unchanged |
| Pinnacle Wealth Management, LLC | 6,982 | $1.06M | 0.71% | +740+11.9% | Added |
| Wahed Invest LLC | 7,053 | $1.07M | 0.14% | −112−1.6% | Reduced |
| Partners Wealth Management, LLC | 7,059 | $1.07M | 1.12% | −20−0.3% | Reduced |
| Aptus Capital Advisors, LLC | 7,256 | $1.10M | 0.01% | +389+5.7% | Added |
| Signal Advisors Wealth, LLC | 7,290 | $1.11M | 0.09% | +282+4.0% | Added |
| Traphagen Investment Advisors LLC | 7,357 | $1.12M | 0.09% | +194+2.7% | Added |
| Geneos Wealth Management Inc. | 7,362 | $1.12M | 0.03% | −635−7.9% | Reduced |
| Sequoia Financial Advisors, LLC | 7,426 | $1.13M | 0.01% | +658+9.7% | Added |
| BLKBRD Asset Management, LP | 7,468 | $1.13M | 1.53% | −108,015−93.5% | Reduced |
| Ewing Morris & Co. Investment Partners Ltd. | 7,469 | $1.15M | 0.50% | −75−1.0% | Reduced |
| China Universal Asset Management Co., Ltd. | 7,576 | $1.15M | 0.09% | +609+8.7% | Added |
| Sigma Planning Corp | 7,419 | $1.16M | 0.03% | −64−0.9% | Reduced |
| Kingsview Wealth Management, LLC | 7,728 | $1.17M | 0.02% | +415+5.7% | Added |
| Strategic Advocates LLC | 7,812 | $1.22M | 0.31% | +122+1.6% | Added |