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 |
|---|---|---|---|---|---|
| Centaurus Financial, Inc. | 6,856 | $1.04M | 0.05% | +137+2.0% | Added |
| 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 |
| Virtus Investment Advisers, Inc. | 6,701 | $1.02M | 0.28% | +6,701 | New |
| Daviman Financial, LLC | 6,668 | $1.01M | 0.59% | +6,668 | New |
| Polymer Capital Management (US) LLC | 6,645 | $1.01M | 0.13% | +6,645 | New |
| Gladstone Institutional Advisory LLC | 6,629 | $1.01M | 0.04% | −800−10.8% | Reduced |
| Wealthcare Advisory Partners LLC | 6,592 | $1.00M | 0.02% | +20.0% | Added |
| MBL Wealth, LLC | 6,514 | $989.8K | 0.08% | +3,771+137.5% | Added |
| RSM US Wealth Management LLC | 6,359 | $989.5K | 0.01% | +659+11.6% | Added |
| RK Capital Management, LLC | 6,477 | $984.2K | 0.06% | +6,477 | New |
| QTR Family Wealth, LLC | 7,352 | $977.8K | 0.43% | +1,239+20.3% | Added |
| MAI Capital Management | 6,418 | $975.1K | 0.01% | +992+18.3% | Added |
| FIL Ltd | 6,361 | $966.6K | 0.00% | −614−8.8% | Reduced |
| PFG Investments, LLC | 6,317 | $959.9K | 0.05% | +3,137+98.6% | Added |
| Banque Cantonale Vaudoise | 6,288 | $956.0K | 0.03% | −211−3.2% | Reduced |
| Sun Financial Inc | 6,271 | $952.9K | 0.53% | +6,271 | New |
| Core Wealth Partners LLC | 6,242 | $948.5K | 0.43% | −128−2.0% | Reduced |
| Thryve Wealth Management LLC | 6,128 | $931.1K | 0.46% | +6,128 | New |
| Sage Mountain Advisors LLC | 5,985 | $909.5K | 0.05% | +1,675+38.9% | Added |
| Comerica Bank | 5,893 | $895.5K | 0.00% | −2,386−28.8% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 5,899 | $895.3K | 0.00% | +357+6.4% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 5,863 | $890.9K | 0.02% | −6,400−52.2% | Reduced |
| 111 Capital | 5,858 | $890.1K | 0.19% | −763−11.5% | Reduced |
| Lifeworks Advisors, LLC | 5,804 | $881.9K | 0.11% | −631−9.8% | Reduced |
| State of Michigan Retirement System | 5,800 | $881.3K | 0.00% | +5,800 | New |
| Fiduciary Trust Co | 5,785 | $879.0K | 0.01% | −7−0.1% | Reduced |
| Two Sigma Investments, LP | 5,750 | $873.7K | 0.00% | +5,750 | New |
| Oak Thistle LLC | 5,680 | $863.1K | 0.12% | +3,640+178.4% | Added |
| Covenant Asset Management, LLC | 5,616 | $853.4K | 0.16% | +116+2.1% | Added |
| Comprehensive Financial Consultants Institutional, Inc. | 5,614 | $853.0K | 0.26% | 00.0% | Unchanged |
| Siemens Fonds Invest GmbH | 5,458 | $849.3K | 0.05% | +401+7.9% | Added |
| Walser Wealth Management Company, A Ltd Liability Co | 5,578 | $847.6K | 0.45% | +5,578 | New |
| Maripau Wealth Management LLC | 5,535 | $841.1K | 0.39% | +326+6.3% | Added |
| Merit Financial Group, LLC | 5,511 | $837.4K | 0.01% | −6,327−53.4% | Reduced |
| Oasis Advisors, LLC | 5,475 | $831.9K | 0.44% | +5,475 | New |
| Arkadios Wealth Advisors | 5,444 | $827.2K | 0.02% | −221−3.9% | Reduced |
| Close Asset Management Ltd | 5,410 | $822.0K | 0.02% | +2,414+80.6% | Added |
| Citizens Financial Group Inc | 5,373 | $816.4K | 0.01% | −1,131−17.4% | Reduced |
| Perennial Investment Advisors, LLC | 5,321 | $808.5K | 0.06% | +81+1.5% | Added |
| Sterling Investment Advisors, Ltd. | 5,310 | $806.9K | 0.15% | +153+3.0% | Added |
| Atom Investors LP | 5,302 | $805.6K | 0.06% | +5,302 | New |
| FORA Capital, LLC | 5,295 | $804.6K | 0.10% | +5,295 | New |
| Keebeck Wealth Management, LLC | 5,227 | $794.2K | 0.09% | −125−2.3% | Reduced |
| Beacon Capital Management, LLC | 5,221 | $793.4K | 0.12% | +54+1.0% | Added |
| Capital International Ltd | 5,215 | $792.4K | 0.03% | −8,406−61.7% | Reduced |
| Andina Capital Management, LLC | 5,161 | $784.2K | 0.47% | +3,286+175.3% | Added |
| Evergreen Wealth Solutions, LLC | 5,143 | $781.5K | 0.11% | −300−5.5% | Reduced |
| Thrivent Financial for Lutherans | 5,017 | $781.0K | 0.00% | −79−1.6% | Reduced |
| UniSuper Management Pty Ltd | 5,100 | $774.9K | 0.00% | +800+18.6% | Added |
| MetLife Investment Management | 5,099 | $774.8K | 0.00% | +4+0.1% | Added |
| Vestcor Inc | 5,097 | $774.0K | 0.02% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 4,989 | $758.1K | 0.01% | +423+9.3% | Added |
| Warren Averett Asset Management, LLC | 4,902 | $744.9K | 0.01% | +646+15.2% | Added |
| Harfst & Associates, Inc. | 4,858 | $738.2K | 0.13% | −45−0.9% | Reduced |
| 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 |
| Keybank National Association | 4,805 | $730.1K | 0.00% | +345+7.7% | Added |
| Principle Wealth Partners LLC | 4,763 | $723.8K | 0.04% | +3,796+392.6% | Added |
| National Asset Management, Inc. | 4,699 | $714.0K | 0.03% | −323−6.4% | Reduced |
| Intech Investment Management LLC | 4,697 | $713.7K | 0.01% | −4,357−48.1% | Reduced |
| Oxler Private Wealth LLC | 4,678 | $710.8K | 0.21% | −439−8.6% | Reduced |
| ZEGA Investments, LLC | 4,676 | $710.5K | 0.14% | −4,093−46.7% | Reduced |
| Teamwork Financial Advisors, LLC | 4,644 | $705.7K | 0.08% | −33,089−87.7% | Reduced |
| Nomura Asset Management International Inc. | 4,610 | $700.0K | 0.00% | +4,610 | New |
| Metis Global Partners, LLC | 4,486 | $681.6K | 0.02% | −189−4.0% | Reduced |
| Abound Financial, LLC | 4,460 | $677.7K | 0.26% | +104+2.4% | Added |
| Venturi Wealth Management, LLC | 4,460 | $677.7K | 0.03% | +4,460 | New |
| CTC Alternative Strategies, Ltd. | 4,366 | $663.4K | 1.24% | −1,626−27.1% | Reduced |
| EP Wealth Advisors, LLC | 4,365 | $663.2K | 0.00% | +4,365 | New |
| IFP Advisors, Inc | 4,331 | $658.1K | 0.01% | +1,493+52.6% | Added |
| Aviso Wealth Management | 4,330 | $657.9K | 0.28% | 00.0% | Unchanged |
| Nwam LLC | 4,270 | $655.5K | 0.04% | +1,241+41.0% | Added |
| Kovitz Investment Group Partners, LLC | 4,313 | $655.4K | 0.01% | −1,032−19.3% | Reduced |
| Pine Valley Investments Ltd Liability Co | 4,311 | $655.1K | 0.03% | −56−1.3% | Reduced |
| Change Path, LLC | 4,310 | $654.9K | 0.02% | −50−1.1% | Reduced |
| Prakash Investment Advisors LLC | 4,300 | $653.4K | 0.50% | +2,400+126.3% | Added |
| ICICI Prudential Asset Management Co Ltd | 4,296 | $652.8K | 0.08% | +243+6.0% | Added |
| Sowell Financial Services LLC | 4,255 | $646.5K | 0.02% | +61+1.5% | Added |
| Fort Point Capital Partners LLC | 3,762 | $643.0K | 0.08% | −4−0.1% | Reduced |
| TCW Group Inc | 4,212 | $640.0K | 0.00% | +4,212 | New |
| Bonfire Financial | 4,205 | $639.0K | 0.48% | +138+3.4% | Added |
| Two Sigma Securities, LLC | 4,190 | $636.7K | 0.09% | +4,190 | New |
| Engineers Gate Manager LP | 4,177 | $634.7K | 0.01% | −8,883−68.0% | Reduced |
| AdvisorNet Financial, Inc | 4,146 | $630.0K | 0.03% | −1,254−23.2% | Reduced |
| Independent Family Office, LLC | 4,100 | $623.0K | 0.26% | 00.0% | Unchanged |
| Savvy Advisors, Inc. | 4,087 | $621.1K | 0.02% | +1,077+35.8% | Added |
| Simplicity Wealth,LLC | 4,074 | $619.0K | 0.04% | −680−14.3% | Reduced |
| Ieq Capital, LLC | 4,040 | $613.9K | 0.00% | +243+6.4% | Added |
| Central Trust Co | 4,025 | $611.6K | 0.01% | 00.0% | Unchanged |
| United Asset Strategies, Inc. | 4,005 | $608.6K | 0.05% | +120+3.1% | Added |
| Woodward Diversified Capital, LLC | 3,999 | $607.6K | 0.28% | +1,182+42.0% | Added |
| Maridea Wealth Management LLC | 3,995 | $607.0K | 0.09% | −4,964−55.4% | Reduced |
| Principal Financial Group Inc | 3,994 | $606.9K | 0.00% | −1,976−33.1% | Reduced |
| First Foundation Advisors | 3,992 | $606.6K | 0.02% | +18+0.5% | Added |
| Financiere des Professionnels - Fonds d,investissement inc. | 3,887 | $590.6K | 0.03% | +3,887 | New |
| AXS Investments LLC | 3,875 | $588.8K | 0.20% | +462+13.5% | Added |
| SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co | 3,349 | $581.8K | 0.40% | −11,916−78.1% | Reduced |
| E6 Portfolios, LLC | 3,777 | $574.0K | 0.66% | +3,777 | New |
| Silvercrest Asset Management Group LLC | 3,775 | $573.6K | 0.00% | −1,220−24.4% | Reduced |