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 |
|---|---|---|---|---|---|
| Ewa, LLC | 0 | $0 | 0.00% | −1,001−100.0% | Sold out |
| Sanders Morris Harris LLC | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Warberg Asset Management LLC | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Shoker Investment Counsel, Inc. | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Bramshill Investments, LLC | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Polymer Capital Management (HK) LTD | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Nkcfo LLC | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Precision Wealth Strategies, LLC | 0 | $0 | 0.00% | −978−100.0% | Sold out |
| Palisades Hudson Asset Management, L.P. | 0 | $0 | 0.00% | −979−100.0% | Sold out |
| Fidelis Capital Partners, LLC | 0 | $0 | 0.00% | −973−100.0% | Sold out |
| Insight Advisors, LLC | 0 | $0 | 0.00% | −970−100.0% | Sold out |
| Allspring Global Investments Holdings, LLC | 0 | $0 | 0.00% | −916−100.0% | Sold out |
| Bridgewealth Advisory Group, LLC | 0 | $0 | 0.00% | −950−100.0% | Sold out |
| Optimize Financial Inc | 0 | $0 | 0.00% | −944−100.0% | Sold out |
| Ashton Thomas Private Wealth, LLC | 0 | $0 | 0.00% | −938−100.0% | Sold out |
| Clark Financial Services Group Inc | 0 | $0 | 0.00% | −934−100.0% | Sold out |
| Joel Isaacson & Co., LLC | 0 | $0 | 0.00% | −929−100.0% | Sold out |
| World Equity Group, Inc. | 0 | $0 | 0.00% | −910−100.0% | Sold out |
| Oxinas Partners Wealth Management LLC | 0 | $0 | 0.00% | −909−100.0% | Sold out |
| Resonant Capital Advisors, LLC | 0 | $0 | 0.00% | −908−100.0% | Sold out |
| Achmea Investment Management B.V. | 0 | $0 | 0.00% | −901−100.0% | Sold out |
| TRUE Private Wealth Advisors | 0 | $0 | 0.00% | −894−100.0% | Sold out |
| Angeles Wealth Management, LLC | 0 | $0 | 0.00% | −893−100.0% | Sold out |
| Vestia Personal Wealth Advisors | 0 | $0 | 0.00% | −893−100.0% | Sold out |
| RWM Asset Management, LLC | 0 | $0 | 0.00% | −890−100.0% | Sold out |
| Triad Wealth Partners, LLC | 0 | $0 | 0.00% | −881−100.0% | Sold out |
| Abel Hall, LLC | 0 | $0 | 0.00% | −872−100.0% | Sold out |
| Nova R Wealth, Inc. | 0 | $0 | 0.00% | −859−100.0% | Sold out |
| WealthPlan Investment Management, LLC | 0 | $0 | 0.00% | −858−100.0% | Sold out |
| Cordatus Wealth Management LLC | 0 | $0 | 0.00% | −850−100.0% | Sold out |
| Runnymede Capital Advisors, Inc. | 0 | $0 | 0.00% | −849−100.0% | Sold out |
| Exit Wealth Advisors, LLC. | 0 | $0 | 0.00% | −844−100.0% | Sold out |
| Oder Investment Management, LLC | 0 | $0 | 0.00% | −837−100.0% | Sold out |
| Duncan Williams Asset Management, LLC | 0 | $0 | 0.00% | −832−100.0% | Sold out |
| Power Wealth Management LLC | 0 | $0 | 0.00% | −827−100.0% | Sold out |
| Alpha Family Trust | 0 | $0 | 0.00% | −825−100.0% | Sold out |
| Family Management Corp | 0 | $0 | 0.00% | −820−100.0% | Sold out |
| Synergy Financial Group, LTD | 0 | $0 | 0.00% | −820−100.0% | Sold out |
| Fortress Private Ledger, LLC | 0 | $0 | 0.00% | −816−100.0% | Sold out |
| Quotient Wealth Partners, LLC | 0 | $0 | 0.00% | −815−100.0% | Sold out |
| Associated Banc-Corp | 0 | $0 | 0.00% | −805−100.0% | Sold out |
| Novak & Powell Financial Services, Inc. | 0 | $0 | 0.00% | −804−100.0% | Sold out |
| YHB Investment Advisors, Inc. | 0 | $0 | 0.00% | −803−100.0% | Sold out |
| Firestone Capital Management | 0 | $0 | 0.00% | −800−100.0% | Sold out |
| Littlejohn Financial Services, Inc. | 0 | $0 | 0.00% | −800−100.0% | Sold out |
| Pitcairn Co | 0 | $0 | 0.00% | −795−100.0% | Sold out |
| Avidian Wealth Solutions, LLC | 0 | $0 | 0.00% | −795−100.0% | Sold out |
| Fukoku Mutual Life Insurance Co | 0 | $0 | 0.00% | −792−100.0% | Sold out |
| Mirador Capital Partners LP | 0 | $0 | 0.00% | −776−100.0% | Sold out |
| Bernardo Wealth Planning LLC | 0 | $0 | 0.00% | −774−100.0% | Sold out |
| Invst, LLC | 0 | $0 | 0.00% | −772−100.0% | Sold out |
| Florida Financial Advisors, LLC | 0 | $0 | 0.00% | −766−100.0% | Sold out |
| Diversified Trust Co | 0 | $0 | 0.00% | −755−100.0% | Sold out |
| Oxford Financial Group Ltd | 0 | $0 | 0.00% | −753−100.0% | Sold out |
| Primoris Wealth Advisors, LLC | 0 | $0 | 0.00% | −750−100.0% | Sold out |
| WJ Interests, LLC | 0 | $0 | 0.00% | −750−100.0% | Sold out |
| Level Four Advisory Services, LLC | 0 | $0 | 0.00% | −749−100.0% | Sold out |
| Pure Financial Advisors, Inc. | 0 | $0 | 0.00% | −738−100.0% | Sold out |
| Falcon Wealth Planning | 0 | $0 | 0.00% | −731−100.0% | Sold out |
| AlphaCore Capital LLC | 0 | $0 | 0.00% | −729−100.0% | Sold out |
| Bell & Brown Wealth Advisors, LLC | 0 | $0 | 0.00% | −729−100.0% | Sold out |
| Kure Advisory, LLC | 0 | $0 | 0.00% | −717−100.0% | Sold out |
| HBK Sorce Advisory LLC | 0 | $0 | 0.00% | −768−100.0% | Sold out |
| Montz Harcus Wealth Management LLC | 0 | $0 | 0.00% | −703−100.0% | Sold out |
| Pennington Partners & Co., LLC | 0 | $0 | 0.00% | −700−100.0% | Sold out |
| Pinnacle Family Advisors, LLC | 0 | $0 | 0.00% | −685−100.0% | Sold out |
| Beaumont Financial Advisors, LLC | 0 | $0 | 0.00% | −681−100.0% | Sold out |
| Stonebridge Financial Group, LLC | 0 | $0 | 0.00% | −677−100.0% | Sold out |
| Nicholson Meyer Capital Management, Inc. | 0 | $0 | 0.00% | −676−100.0% | Sold out |
| Atlanta Consulting Group Advisors, LLC | 0 | $0 | 0.00% | −675−100.0% | Sold out |
| Allen Capital Group, LLC | 0 | $0 | 0.00% | −662−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −661−100.0% | Sold out |
| Sound View Wealth Advisors Group, LLC | 0 | $0 | 0.00% | −661−100.0% | Sold out |
| LJI Wealth Management, LLC | 0 | $0 | 0.00% | −661−100.0% | Sold out |
| Ascent Group, LLC | 0 | $0 | 0.00% | −658−100.0% | Sold out |
| King Wealth | 0 | $0 | 0.00% | −654−100.0% | Sold out |
| BSW Wealth Partners | 0 | $0 | 0.00% | −652−100.0% | Sold out |
| Mustard Seed Financial, LLC | 0 | $0 | 0.00% | −652−100.0% | Sold out |
| GAM Holding AG | 0 | $0 | 0.00% | −650−100.0% | Sold out |
| Greenbush Financial Group, LLC | 0 | $0 | 0.00% | −650−100.0% | Sold out |
| Caxton Associates LLP | 0 | $0 | 0.00% | −649−100.0% | Sold out |
| Diversify Wealth Management, LLC | 0 | $0 | 0.00% | −786−100.0% | Sold out |
| Hennion & Walsh Asset Management, Inc. | 0 | $0 | 0.00% | −638−100.0% | Sold out |
| Rockingstone Advisors LLC | 0 | $0 | 0.00% | −635−100.0% | Sold out |
| Floyd Financial Group LLC | 0 | $0 | 0.00% | −647−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −635−100.0% | Sold out |
| Howland Capital Management LLC | 0 | $0 | 0.00% | −630−100.0% | Sold out |
| Baker Avenue Asset Management, LP | 0 | $0 | 0.00% | −626−100.0% | Sold out |
| Kercheville Advisors, LLC | 0 | $0 | 0.00% | −625−100.0% | Sold out |
| Everett Harris & Co | 0 | $0 | 0.00% | −621−100.0% | Sold out |
| Howard Financial Services, Ltd. | 0 | $0 | 0.00% | −621−100.0% | Sold out |
| Webster Bank, N. A. | 0 | $0 | 0.00% | −460−100.0% | Sold out |
| S.A. Mason LLC | 0 | $0 | 0.00% | −392−100.0% | Sold out |
| Cedar Wealth Management, LLC | 0 | $0 | 0.00% | −345−100.0% | Sold out |
| Lake Street Financial LLC | 0 | $0 | 0.00% | −288−100.0% | Sold out |
| Dunhill Financial, LLC | 0 | $0 | 0.00% | −275−100.0% | Sold out |
| Dudley Capital Management, LLC | 0 | $0 | 0.00% | −260−100.0% | Sold out |
| Pathway Financial Advisers, LLC | 0 | $0 | 0.00% | −201−100.0% | Sold out |
| Fairman Group, LLC | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Tripletail Wealth Management, LLC | 0 | $0 | 0.00% | −150−100.0% | Sold out |