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 |
|---|---|---|---|---|---|
| Western Wealth Management, LLC | 14,430 | $2.19M | 0.10% | +40.0% | Added |
| Chokshi & Queen Wealth Advisors, Inc | 14,350 | $2.18M | 1.14% | +9,200+178.6% | Added |
| Manufacturers Life Insurance Company, The | 14,311 | $2.17M | 0.00% | +325+2.3% | Added |
| Sky-Mountain Capital Management, Inc. | 13,517 | $2.17M | 1.44% | −1,390−9.3% | Reduced |
| Readystate Asset Management LP | 14,250 | $2.17M | 0.10% | +14,250 | New |
| Vivid Wealth Management, LLC | 13,984 | $2.12M | 0.83% | +6,337+82.9% | Added |
| Stratos Wealth Partners, LTD. | 13,964 | $2.12M | 0.02% | +1,806+14.9% | Added |
| Amalgamated Bank | 13,691 | $2.08M | 0.02% | +7+0.1% | Added |
| Prospera Financial Services Inc | 13,538 | $2.06M | 0.03% | +4,368+47.6% | Added |
| Prelude Capital Management, LLC | 13,303 | $2.03M | 0.15% | +13,303 | New |
| Gulf International Bank (UK) Ltd | 13,249 | $2.01M | 0.07% | 00.0% | Unchanged |
| Capstone Financial Advisors, Inc. | 13,224 | $2.01M | 0.11% | −3,474−20.8% | Reduced |
| Maryland State Retirement & Pension System | 13,168 | $2.00M | 0.04% | 00.0% | Unchanged |
| Paradigm Financial Partners, LLC | 12,676 | $1.93M | 0.19% | −33−0.3% | Reduced |
| RFG Advisory, LLC | 12,540 | $1.91M | 0.04% | −19,269−60.6% | Reduced |
| Sovran Advisors, LLC | 11,146 | $1.90M | 0.16% | −1,049−8.6% | Reduced |
| Equitable Holdings, Inc. | 12,412 | $1.89M | 0.01% | −1,500−10.8% | Reduced |
| Ethic Inc. | 12,341 | $1.88M | 0.03% | −300−2.4% | Reduced |
| CIBC Private Wealth Group, LLC | 12,334 | $1.87M | 0.00% | +394+3.3% | Added |
| Wedbush Securities Inc | 12,085 | $1.84M | 0.05% | +1,153+10.5% | Added |
| Brinker Capital Investments, LLC | 11,777 | $1.79M | 0.01% | −2,992−20.3% | Reduced |
| Allianz Asset Management GmbH | 11,296 | $1.72M | 0.00% | −137−1.2% | Reduced |
| Farther Finance Advisors, LLC | 11,284 | $1.71M | 0.02% | +3,480+44.6% | Added |
| Axxcess Wealth Management, LLC | 11,202 | $1.70M | 0.03% | +1,986+21.5% | Added |
| AG2R la Mondiale Gestion D'Actifs | 11,109 | $1.69M | 0.07% | +1,785+19.1% | Added |
| Truist Financial Corp | 11,063 | $1.68M | 0.00% | −10,605−48.9% | Reduced |
| Disciplined Investors, L.L.C. | 10,930 | $1.66M | 1.09% | +6,260+134.0% | Added |
| Capital International Sarl | 10,805 | $1.64M | 0.03% | −12,041−52.7% | Reduced |
| Pinnacle Associates Ltd | 10,746 | $1.63M | 0.02% | +5,941+123.6% | Added |
| Equitable Trust Co | 10,487 | $1.59M | 0.07% | +10,487 | New |
| Ausdal Financial Partners, Inc. | 10,394 | $1.58M | 0.07% | +7,776+297.0% | Added |
| Stratos Wealth Advisors, LLC | 10,375 | $1.58M | 0.08% | +799+8.3% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 10,334 | $1.57M | 0.07% | +10,334 | New |
| O'Shaughnessy Asset Management, LLC | 10,098 | $1.53M | 0.01% | −10,925−52.0% | Reduced |
| VestGen Advisors, LLC | 10,097 | $1.53M | 0.07% | +5,298+110.4% | Added |
| Argent Advisors, Inc. | 10,000 | $1.52M | 0.42% | −1,000−9.1% | Reduced |
| Tokio Marine Asset Management Co Ltd | 9,997 | $1.52M | 0.05% | +992+11.0% | Added |
| Bridgewater Associates, LP | 9,994 | $1.52M | 0.01% | 00.0% | Unchanged |
| US Bancorp | 9,982 | $1.52M | 0.00% | −5,333−34.8% | Reduced |
| Visionary Wealth Advisors | 9,962 | $1.51M | 0.07% | +206+2.1% | Added |
| Evexia Wealth LLC | 8,384 | $1.50M | 0.42% | +3,600+75.3% | Added |
| The PNC Financial Services Group, Inc. | 9,821 | $1.49M | 0.00% | −1,917−16.3% | Reduced |
| Voya Investment Management LLC | 9,770 | $1.48M | 0.00% | +107+1.1% | Added |
| Ensign Peak Advisors, Inc | 9,700 | $1.47M | 0.00% | −32,809−77.2% | Reduced |
| Ameritas Investment Partners, Inc. | 9,678 | $1.47M | 0.04% | +876+10.0% | Added |
| Brevan Howard Capital Management LP | 9,675 | $1.47M | 0.03% | −52,454−84.4% | Reduced |
| Group One Trading, L.P. | 9,635 | $1.46M | 0.04% | −49,545−83.7% | Reduced |
| Wellington Management Group LLP | 9,621 | $1.46M | 0.00% | −1,000−9.4% | Reduced |
| Concurrent Investment Advisors, LLC | 9,566 | $1.45M | 0.02% | +3,185+49.9% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 9,438 | $1.43M | 0.04% | −278−2.9% | Reduced |
| Northwestern Mutual Wealth Management Co | 9,358 | $1.42M | 0.00% | +154+1.7% | Added |
| North Dakota State Investment Board | 9,295 | $1.41M | 0.05% | +9,295 | New |
| E. Ohman J:or Asset Management AB | 9,263 | $1.41M | 0.03% | +9,263 | New |
| M&T Bank Corp | 9,237 | $1.40M | 0.00% | −2,328−20.1% | Reduced |
| Sepio Capital, LP | 9,221 | $1.40M | 0.08% | +1,524+19.8% | Added |
| Dba Trading, LLC | 9,200 | $1.40M | 1.40% | +9,200 | New |
| Am Investment Strategies LLC | 9,192 | $1.40M | 0.29% | +6,350+223.4% | Added |
| Optiver Holding B.V. | 9,182 | $1.40M | 0.03% | −45,652−83.3% | Reduced |
| Spire Wealth Management | 9,162 | $1.39M | 0.05% | −1,876−17.0% | Reduced |
| Pensionmark Financial Group, LLC | 9,154 | $1.39M | 0.02% | +1,977+27.5% | Added |
| Norinchukin Bank, The | 9,091 | $1.38M | 0.02% | +1,546+20.5% | Added |
| Bellecapital International Ltd. | 9,045 | $1.37M | 0.24% | +5,805+179.2% | Added |
| Newbridge Financial Services Group, Inc. | 8,998 | $1.37M | 0.21% | −250−2.7% | Reduced |
| Steward Partners Investment Advisory, LLC | 8,958 | $1.36M | 0.01% | −4,892−35.3% | Reduced |
| Dynamic Advisor Solutions LLC | 8,917 | $1.35M | 0.04% | +1,885+26.8% | Added |
| Tred Avon Family Wealth, LLC | 8,906 | $1.35M | 0.44% | −862−8.8% | Reduced |
| Captrust Financial Advisors | 8,905 | $1.35M | 0.00% | −3,656−29.1% | Reduced |
| Global Retirement Partners, LLC | 8,745 | $1.33M | 0.02% | −6,109−41.1% | Reduced |
| Osmosis Investment Management UK Ltd | 8,731 | $1.33M | 0.03% | +8,731 | New |
| Thompson David Blair | 8,674 | $1.32M | 0.75% | +8,674 | New |
| Boothbay Fund Management, LLC | 8,672 | $1.32M | 0.03% | +7,688+781.3% | Added |
| B. Metzler seel. Sohn & Co. AG | 8,604 | $1.31M | 0.01% | −571−6.2% | Reduced |
| Assenagon Asset Management S.A. | 8,448 | $1.28M | 0.00% | −36−0.4% | Reduced |
| Wallace Hart LLC | 8,440 | $1.28M | 0.95% | +500+6.3% | Added |
| Johns Hopkins University | 8,400 | $1.28M | 0.09% | +8,400 | New |
| J.W. Cole Advisors, Inc. | 10,032 | $1.27M | 0.03% | −147−1.4% | Reduced |
| Polianta Ltd | 8,300 | $1.26M | 0.17% | +4,000+93.0% | Added |
| Alchemi Wealth, LLC | 8,292 | $1.26M | 0.69% | +8,292 | New |
| LCM Capital Management Inc | 8,139 | $1.24M | 0.60% | +3,048+59.9% | Added |
| Nisa Investment Advisors, LLC | 8,130 | $1.24M | 0.00% | −18,629−69.6% | Reduced |
| Verus Capital Partners, LLC | 8,072 | $1.23M | 0.08% | +572+7.6% | Added |
| HighPoint Advisor Group LLC | 8,038 | $1.22M | 0.03% | +2,857+55.1% | Added |
| Strategic Advocates LLC | 7,812 | $1.22M | 0.31% | +122+1.6% | Added |
| Kingsview Wealth Management, LLC | 7,728 | $1.17M | 0.02% | +415+5.7% | Added |
| Sigma Planning Corp | 7,419 | $1.16M | 0.03% | −64−0.9% | Reduced |
| China Universal Asset Management Co., Ltd. | 7,576 | $1.15M | 0.09% | +609+8.7% | Added |
| Ewing Morris & Co. Investment Partners Ltd. | 7,469 | $1.15M | 0.50% | −75−1.0% | Reduced |
| BLKBRD Asset Management, LP | 7,468 | $1.13M | 1.53% | −108,015−93.5% | Reduced |
| Sequoia Financial Advisors, LLC | 7,426 | $1.13M | 0.01% | +658+9.7% | Added |
| Geneos Wealth Management Inc. | 7,362 | $1.12M | 0.03% | −635−7.9% | Reduced |
| Traphagen Investment Advisors LLC | 7,357 | $1.12M | 0.09% | +194+2.7% | Added |
| Signal Advisors Wealth, LLC | 7,290 | $1.11M | 0.09% | +282+4.0% | Added |
| Aptus Capital Advisors, LLC | 7,256 | $1.10M | 0.01% | +389+5.7% | Added |
| Partners Wealth Management, LLC | 7,059 | $1.07M | 1.12% | −20−0.3% | Reduced |
| Wahed Invest LLC | 7,053 | $1.07M | 0.14% | −112−1.6% | Reduced |
| Pinnacle Wealth Management, LLC | 6,982 | $1.06M | 0.71% | +740+11.9% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 6,948 | $1.06M | 0.07% | 00.0% | Unchanged |
| Davenport & Co LLC | 6,944 | $1.06M | 0.01% | −230−3.2% | Reduced |
| Ambassador Advisors, LLC | 6,903 | $1.05M | 0.15% | +30+0.4% | Added |
| Waldron Private Wealth LLC | 6,898 | $1.05M | 0.04% | +420+6.5% | Added |