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 |
|---|---|---|---|---|---|
| Vennlight Capital Management, LP | 0 | $0 | 0.00% | −6,317−100.0% | Sold out |
| APG Asset Management US Inc. | 0 | $0 | 0.00% | −5,761−100.0% | Sold out |
| Hilltop Holdings Inc. | 0 | $0 | 0.00% | −5,879−100.0% | Sold out |
| Everence Capital Management Inc | 0 | $0 | 0.00% | −5,763−100.0% | Sold out |
| Strive Asset Management, LLC | 0 | $0 | 0.00% | −5,723−100.0% | Sold out |
| Western Financial Corp | 0 | $0 | 0.00% | −5,271−100.0% | Sold out |
| Salem Investment Counselors Inc | 0 | $0 | 0.00% | −5,236−100.0% | Sold out |
| Csenge Advisory Group | 0 | $0 | 0.00% | −4,987−100.0% | Sold out |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 0 | $0 | 0.00% | −4,766−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −4,427−100.0% | Sold out |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −4,408−100.0% | Sold out |
| Chesapeake Capital Corp | 0 | $0 | 0.00% | −4,307−100.0% | Sold out |
| NorthRock Partners, LLC | 0 | $0 | 0.00% | −4,295−100.0% | Sold out |
| Arete Wealth Advisors, LLC | 0 | $0 | 0.00% | −4,227−100.0% | Sold out |
| Brand Asset Management Group, Inc. | 0 | $0 | 0.00% | −3,924−100.0% | Sold out |
| Azzad Asset Management Inc | 0 | $0 | 0.00% | −3,898−100.0% | Sold out |
| Fieldview Capital Management, LLC | 0 | $0 | 0.00% | −3,704−100.0% | Sold out |
| Ritholtz Wealth Management | 0 | $0 | 0.00% | −3,286−100.0% | Sold out |
| III Capital Management | 0 | $0 | 0.00% | −3,100−100.0% | Sold out |
| Farrell Financial LLC | 0 | $0 | 0.00% | −3,100−100.0% | Sold out |
| Matauro, LLC | 0 | $0 | 0.00% | −2,950−100.0% | Sold out |
| Capital Group Investment Management Pte. Ltd. | 0 | $0 | 0.00% | −2,943−100.0% | Sold out |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0 | $0 | 0.00% | −2,861−100.0% | Sold out |
| Caisse des Depots Et Consignations | 0 | $0 | 0.00% | −2,779−100.0% | Sold out |
| Johnson Investment Counsel Inc | 0 | $0 | 0.00% | −2,520−100.0% | Sold out |
| Everhart Financial Group, Inc. | 0 | $0 | 0.00% | −2,520−100.0% | Sold out |
| Dimensional Fund Advisors LP | 0 | $0 | 0.00% | −2,513−100.0% | Sold out |
| Plancorp, LLC | 0 | $0 | 0.00% | −2,478−100.0% | Sold out |
| Kiker Wealth Management, LLC | 0 | $0 | 0.00% | −2,469−100.0% | Sold out |
| Institute for Wealth Management, LLC. | 0 | $0 | 0.00% | −2,427−100.0% | Sold out |
| Icapital Wealth LLC | 0 | $0 | 0.00% | −2,400−100.0% | Sold out |
| Ethos Financial Group, LLC | 0 | $0 | 0.00% | −2,280−100.0% | Sold out |
| Wealthedge Investment Advisors, LLC | 0 | $0 | 0.00% | −2,269−100.0% | Sold out |
| D.A. Davidson & Co. | 0 | $0 | 0.00% | −2,213−100.0% | Sold out |
| Capital Advisors Inc | 0 | $0 | 0.00% | −2,176−100.0% | Sold out |
| Sig Brokerage, LP | 0 | $0 | 0.00% | −2,101−100.0% | Sold out |
| Patient Capital Management, LLC | 0 | $0 | 0.00% | −2,092−100.0% | Sold out |
| Grimes & Company, Inc. | 0 | $0 | 0.00% | −2,082−100.0% | Sold out |
| Mesirow Financial Investment Management, Inc. | 0 | $0 | 0.00% | −2,073−100.0% | Sold out |
| Picton Mahoney Asset Management | 0 | $0 | 0.00% | −2,069−100.0% | Sold out |
| American Asset Management Inc. | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| Nicholas Investment Partners, LP | 0 | $0 | 0.00% | −1,997−100.0% | Sold out |
| CWA Asset Management Group, LLC | 0 | $0 | 0.00% | −1,794−100.0% | Sold out |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0 | $0 | 0.00% | −1,774−100.0% | Sold out |
| Smith, Moore & Co. | 0 | $0 | 0.00% | −1,768−100.0% | Sold out |
| Custom Index Systems, LLC | 0 | $0 | 0.00% | −1,767−100.0% | Sold out |
| Sagespring Wealth Partners, LLC | 0 | $0 | 0.00% | −1,738−100.0% | Sold out |
| SummitTX Capital, L.P. | 0 | $0 | 0.00% | −1,680−100.0% | Sold out |
| Fiduciary Planning LLC | 0 | $0 | 0.00% | −1,626−100.0% | Sold out |
| Altus Wealth Group LLC | 0 | $0 | 0.00% | −1,624−100.0% | Sold out |
| Oakwell Private Wealth Management, LLC | 0 | $0 | 0.00% | −1,618−100.0% | Sold out |
| Crosspoint Financial, LLC | 0 | $0 | 0.00% | −1,606−100.0% | Sold out |
| Dillon & Associates Inc | 0 | $0 | 0.00% | −1,605−100.0% | Sold out |
| Groupe la Francaise | 0 | $0 | 0.00% | −1,860−100.0% | Sold out |
| Westmount Partners, LLC | 0 | $0 | 0.00% | −1,470−100.0% | Sold out |
| Premier Path Wealth Partners, LLC | 0 | $0 | 0.00% | −1,496−100.0% | Sold out |
| GLOBALT Investments LLC | 0 | $0 | 0.00% | −1,477−100.0% | Sold out |
| IFG Advisory, LLC | 0 | $0 | 0.00% | −1,416−100.0% | Sold out |
| Frank, Rimerman Advisors LLC | 0 | $0 | 0.00% | −1,392−100.0% | Sold out |
| Vista Finance, LLC | 0 | $0 | 0.00% | −1,388−100.0% | Sold out |
| Alta Advisers Ltd | 0 | $0 | 0.00% | −1,385−100.0% | Sold out |
| Old Mission Investment Co LLC | 0 | $0 | 0.00% | −1,357−100.0% | Sold out |
| Doliver Advisors, LP | 0 | $0 | 0.00% | −1,350−100.0% | Sold out |
| Wealth Management Partners, LLC | 0 | $0 | 0.00% | −1,340−100.0% | Sold out |
| Snowden Capital Advisors LLC | 0 | $0 | 0.00% | −1,301−100.0% | Sold out |
| Friday Financial | 0 | $0 | 0.00% | −1,290−100.0% | Sold out |
| Brighton Jones LLC | 0 | $0 | 0.00% | −1,269−100.0% | Sold out |
| Atria Investments LLC | 0 | $0 | 0.00% | −1,263−100.0% | Sold out |
| Sapient Capital LLC | 0 | $0 | 0.00% | −1,229−100.0% | Sold out |
| Walkner Condon Financial Advisors LLC | 0 | $0 | 0.00% | −1,238−100.0% | Sold out |
| TCFG Wealth Management, LLC | 0 | $0 | 0.00% | −1,221−100.0% | Sold out |
| Savant Capital, LLC | 0 | $0 | 0.00% | −1,215−100.0% | Sold out |
| Abundance Wealth Counselors | 0 | $0 | 0.00% | −1,205−100.0% | Sold out |
| Powell Investment Advisors, LLC | 0 | $0 | 0.00% | −1,197−100.0% | Sold out |
| Beese Fulmer Investment Management, Inc. | 0 | $0 | 0.00% | −1,195−100.0% | Sold out |
| NewEdge Wealth, LLC | 0 | $0 | 0.00% | −1,503−100.0% | Sold out |
| West Family Investments, Inc. | 0 | $0 | 0.00% | −1,162−100.0% | Sold out |
| Presidio Capital Management, LLC | 0 | $0 | 0.00% | −1,144−100.0% | Sold out |
| Arlington Capital Management, Inc. | 0 | $0 | 0.00% | −1,135−100.0% | Sold out |
| Panoramic Investment Advisors, LLC | 0 | $0 | 0.00% | −1,134−100.0% | Sold out |
| Prosperity Wealth Management, Inc. | 0 | $0 | 0.00% | −1,125−100.0% | Sold out |
| GR Financial Group, LLC | 0 | $0 | 0.00% | −1,121−100.0% | Sold out |
| Regatta Capital Group, LLC | 0 | $0 | 0.00% | −1,117−100.0% | Sold out |
| Paragon Capital Management Inc | 0 | $0 | 0.00% | −1,110−100.0% | Sold out |
| Tactive Advisors, LLC | 0 | $0 | 0.00% | −1,106−100.0% | Sold out |
| Prasad Wealth Partners, LLC | 0 | $0 | 0.00% | −1,101−100.0% | Sold out |
| Solstein Capital, LLC | 0 | $0 | 0.00% | −1,098−100.0% | Sold out |
| Wise Wealth Partners | 0 | $0 | 0.00% | −1,096−100.0% | Sold out |
| Calton & Associates, Inc. | 0 | $0 | 0.00% | −1,090−100.0% | Sold out |
| HBW Advisory Services LLC | 0 | $0 | 0.00% | −1,078−100.0% | Sold out |
| Skopos Labs, Inc. | 0 | $0 | 0.00% | −903−100.0% | Sold out |
| Crew Capital Management, Ltd. | 0 | $0 | 0.00% | −1,049−100.0% | Sold out |
| GK Wealth Management LLC | 0 | $0 | 0.00% | −1,043−100.0% | Sold out |
| Revisor Wealth Management LLC | 0 | $0 | 0.00% | −1,048−100.0% | Sold out |
| Plan Group Financial, LLC | 0 | $0 | 0.00% | −1,029−100.0% | Sold out |
| Rehmann Capital Advisory Group | 0 | $0 | 0.00% | −1,028−100.0% | Sold out |
| MASTERINVEST Kapitalanlage GmbH | 0 | $0 | 0.00% | −1,028−100.0% | Sold out |
| Requisite Capital Management, LLC | 0 | $0 | 0.00% | −1,020−100.0% | Sold out |
| Retirement Income Solutions, Inc | 0 | $0 | 0.00% | −1,016−100.0% | Sold out |
| Black Diamond Financial, LLC | 0 | $0 | 0.00% | −1,013−100.0% | Sold out |