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 |
|---|---|---|---|---|---|
| HighPoint Advisor Group LLC | 8,038 | $1.22M | 0.03% | +2,857+55.1% | Added |
| Verus Capital Partners, LLC | 8,072 | $1.23M | 0.08% | +572+7.6% | Added |
| Nisa Investment Advisors, LLC | 8,130 | $1.24M | 0.00% | −18,629−69.6% | Reduced |
| LCM Capital Management Inc | 8,139 | $1.24M | 0.60% | +3,048+59.9% | Added |
| Alchemi Wealth, LLC | 8,292 | $1.26M | 0.69% | +8,292 | New |
| Polianta Ltd | 8,300 | $1.26M | 0.17% | +4,000+93.0% | Added |
| J.W. Cole Advisors, Inc. | 10,032 | $1.27M | 0.03% | −147−1.4% | Reduced |
| Johns Hopkins University | 8,400 | $1.28M | 0.09% | +8,400 | New |
| Wallace Hart LLC | 8,440 | $1.28M | 0.95% | +500+6.3% | Added |
| Assenagon Asset Management S.A. | 8,448 | $1.28M | 0.00% | −36−0.4% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 8,604 | $1.31M | 0.01% | −571−6.2% | Reduced |
| Boothbay Fund Management, LLC | 8,672 | $1.32M | 0.03% | +7,688+781.3% | Added |
| Thompson David Blair | 8,674 | $1.32M | 0.75% | +8,674 | New |
| Osmosis Investment Management UK Ltd | 8,731 | $1.33M | 0.03% | +8,731 | New |
| Global Retirement Partners, LLC | 8,745 | $1.33M | 0.02% | −6,109−41.1% | Reduced |
| Captrust Financial Advisors | 8,905 | $1.35M | 0.00% | −3,656−29.1% | Reduced |
| Tred Avon Family Wealth, LLC | 8,906 | $1.35M | 0.44% | −862−8.8% | Reduced |
| Dynamic Advisor Solutions LLC | 8,917 | $1.35M | 0.04% | +1,885+26.8% | Added |
| Steward Partners Investment Advisory, LLC | 8,958 | $1.36M | 0.01% | −4,892−35.3% | Reduced |
| Newbridge Financial Services Group, Inc. | 8,998 | $1.37M | 0.21% | −250−2.7% | Reduced |
| Bellecapital International Ltd. | 9,045 | $1.37M | 0.24% | +5,805+179.2% | Added |
| Norinchukin Bank, The | 9,091 | $1.38M | 0.02% | +1,546+20.5% | Added |
| Pensionmark Financial Group, LLC | 9,154 | $1.39M | 0.02% | +1,977+27.5% | Added |
| Spire Wealth Management | 9,162 | $1.39M | 0.05% | −1,876−17.0% | Reduced |
| Optiver Holding B.V. | 9,182 | $1.40M | 0.03% | −45,652−83.3% | Reduced |
| Am Investment Strategies LLC | 9,192 | $1.40M | 0.29% | +6,350+223.4% | Added |
| Dba Trading, LLC | 9,200 | $1.40M | 1.40% | +9,200 | New |
| Sepio Capital, LP | 9,221 | $1.40M | 0.08% | +1,524+19.8% | Added |
| M&T Bank Corp | 9,237 | $1.40M | 0.00% | −2,328−20.1% | Reduced |
| E. Ohman J:or Asset Management AB | 9,263 | $1.41M | 0.03% | +9,263 | New |
| North Dakota State Investment Board | 9,295 | $1.41M | 0.05% | +9,295 | New |
| Northwestern Mutual Wealth Management Co | 9,358 | $1.42M | 0.00% | +154+1.7% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 9,438 | $1.43M | 0.04% | −278−2.9% | Reduced |
| Concurrent Investment Advisors, LLC | 9,566 | $1.45M | 0.02% | +3,185+49.9% | Added |
| Wellington Management Group LLP | 9,621 | $1.46M | 0.00% | −1,000−9.4% | Reduced |
| Group One Trading, L.P. | 9,635 | $1.46M | 0.04% | −49,545−83.7% | Reduced |
| Brevan Howard Capital Management LP | 9,675 | $1.47M | 0.03% | −52,454−84.4% | Reduced |
| Ameritas Investment Partners, Inc. | 9,678 | $1.47M | 0.04% | +876+10.0% | Added |
| Ensign Peak Advisors, Inc | 9,700 | $1.47M | 0.00% | −32,809−77.2% | Reduced |
| Voya Investment Management LLC | 9,770 | $1.48M | 0.00% | +107+1.1% | Added |
| The PNC Financial Services Group, Inc. | 9,821 | $1.49M | 0.00% | −1,917−16.3% | Reduced |
| Evexia Wealth LLC | 8,384 | $1.50M | 0.42% | +3,600+75.3% | Added |
| Visionary Wealth Advisors | 9,962 | $1.51M | 0.07% | +206+2.1% | Added |
| US Bancorp | 9,982 | $1.52M | 0.00% | −5,333−34.8% | Reduced |
| Bridgewater Associates, LP | 9,994 | $1.52M | 0.01% | 00.0% | Unchanged |
| Tokio Marine Asset Management Co Ltd | 9,997 | $1.52M | 0.05% | +992+11.0% | Added |
| Argent Advisors, Inc. | 10,000 | $1.52M | 0.42% | −1,000−9.1% | Reduced |
| VestGen Advisors, LLC | 10,097 | $1.53M | 0.07% | +5,298+110.4% | Added |
| O'Shaughnessy Asset Management, LLC | 10,098 | $1.53M | 0.01% | −10,925−52.0% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 10,334 | $1.57M | 0.07% | +10,334 | New |
| Stratos Wealth Advisors, LLC | 10,375 | $1.58M | 0.08% | +799+8.3% | Added |
| Ausdal Financial Partners, Inc. | 10,394 | $1.58M | 0.07% | +7,776+297.0% | Added |
| Equitable Trust Co | 10,487 | $1.59M | 0.07% | +10,487 | New |
| Pinnacle Associates Ltd | 10,746 | $1.63M | 0.02% | +5,941+123.6% | Added |
| Capital International Sarl | 10,805 | $1.64M | 0.03% | −12,041−52.7% | Reduced |
| Disciplined Investors, L.L.C. | 10,930 | $1.66M | 1.09% | +6,260+134.0% | Added |
| Truist Financial Corp | 11,063 | $1.68M | 0.00% | −10,605−48.9% | Reduced |
| AG2R la Mondiale Gestion D'Actifs | 11,109 | $1.69M | 0.07% | +1,785+19.1% | Added |
| Axxcess Wealth Management, LLC | 11,202 | $1.70M | 0.03% | +1,986+21.5% | Added |
| Farther Finance Advisors, LLC | 11,284 | $1.71M | 0.02% | +3,480+44.6% | Added |
| Allianz Asset Management GmbH | 11,296 | $1.72M | 0.00% | −137−1.2% | Reduced |
| Brinker Capital Investments, LLC | 11,777 | $1.79M | 0.01% | −2,992−20.3% | Reduced |
| Wedbush Securities Inc | 12,085 | $1.84M | 0.05% | +1,153+10.5% | Added |
| CIBC Private Wealth Group, LLC | 12,334 | $1.87M | 0.00% | +394+3.3% | Added |
| Ethic Inc. | 12,341 | $1.88M | 0.03% | −300−2.4% | Reduced |
| Equitable Holdings, Inc. | 12,412 | $1.89M | 0.01% | −1,500−10.8% | Reduced |
| Sovran Advisors, LLC | 11,146 | $1.90M | 0.16% | −1,049−8.6% | Reduced |
| RFG Advisory, LLC | 12,540 | $1.91M | 0.04% | −19,269−60.6% | Reduced |
| Paradigm Financial Partners, LLC | 12,676 | $1.93M | 0.19% | −33−0.3% | Reduced |
| Maryland State Retirement & Pension System | 13,168 | $2.00M | 0.04% | 00.0% | Unchanged |
| Capstone Financial Advisors, Inc. | 13,224 | $2.01M | 0.11% | −3,474−20.8% | Reduced |
| Gulf International Bank (UK) Ltd | 13,249 | $2.01M | 0.07% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 13,303 | $2.03M | 0.15% | +13,303 | New |
| Prospera Financial Services Inc | 13,538 | $2.06M | 0.03% | +4,368+47.6% | Added |
| Amalgamated Bank | 13,691 | $2.08M | 0.02% | +7+0.1% | Added |
| Stratos Wealth Partners, LTD. | 13,964 | $2.12M | 0.02% | +1,806+14.9% | Added |
| Vivid Wealth Management, LLC | 13,984 | $2.12M | 0.83% | +6,337+82.9% | Added |
| Readystate Asset Management LP | 14,250 | $2.17M | 0.10% | +14,250 | New |
| Sky-Mountain Capital Management, Inc. | 13,517 | $2.17M | 1.44% | −1,390−9.3% | Reduced |
| Manufacturers Life Insurance Company, The | 14,311 | $2.17M | 0.00% | +325+2.3% | Added |
| Chokshi & Queen Wealth Advisors, Inc | 14,350 | $2.18M | 1.14% | +9,200+178.6% | Added |
| Western Wealth Management, LLC | 14,430 | $2.19M | 0.10% | +40.0% | Added |
| Patriot Investment Management Inc. | 14,538 | $2.21M | 0.14% | +73+0.5% | Added |
| Flow Traders U.S. LLC | 14,912 | $2.27M | 0.07% | +14,097+1,729.7% | Added |
| KPP Advisory Services LLC | 14,994 | $2.28M | 0.33% | +79+0.5% | Added |
| Brookstone Capital Management | 15,260 | $2.32M | 0.03% | −1,779−10.4% | Reduced |
| CAPROCK Group, Inc. | 15,279 | $2.32M | 0.05% | −3,648−19.3% | Reduced |
| Federation des caisses Desjardins du Quebec | 15,565 | $2.37M | 0.01% | +3,293+26.8% | Added |
| Sanctuary Advisors, LLC | 15,596 | $2.37M | 0.01% | −1,266−7.5% | Reduced |
| Gateway Investment Advisers LLC | 15,743 | $2.39M | 0.02% | −317−2.0% | Reduced |
| Prudential Financial Inc | 13,656 | $2.42M | 0.00% | −7,512−35.5% | Reduced |
| Finer Wealth Management, Inc. | 15,948 | $2.42M | 1.17% | −6,300−28.3% | Reduced |
| Campbell & CO Investment Adviser LLC | 16,043 | $2.44M | 0.12% | +16,043 | New |
| Cerity Partners LLC | 16,114 | $2.45M | 0.00% | +6,670+70.6% | Added |
| Beaird Harris Wealth Management, LLC | 16,134 | $2.45M | 0.17% | +42+0.3% | Added |
| Rathbone Brothers plc | 16,434 | $2.50M | 0.01% | +911+5.9% | Added |
| Kentucky Retirement Systems | 16,576 | $2.52M | 0.07% | 00.0% | Unchanged |
| Coastal Investment Advisors, Inc. | 16,600 | $2.52M | 0.83% | +955+6.1% | Added |
| Kapstone Financial Advisors LLC | 16,934 | $2.57M | 1.28% | −55,072−76.5% | Reduced |
| Pathstone Holdings, LLC | 17,497 | $2.66M | 0.01% | −8,087−31.6% | Reduced |