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 |
|---|---|---|---|---|---|
| BluePath Capital Management, LLC | 3,769 | $572.7K | 0.39% | +801+27.0% | Added |
| Great Lakes Advisors, LLC | 3,743 | $568.7K | 0.00% | −609−14.0% | Reduced |
| Yousif Capital Management, LLC | 3,514 | $563.0K | 0.01% | +84+2.4% | Added |
| Howard Capital Management Inc. | 3,684 | $559.8K | 0.01% | +100+2.8% | Added |
| Client 1st Advisory Group, LLC | 3,680 | $559.2K | 0.18% | −65−1.7% | Reduced |
| Traynor Capital Management, Inc. | 3,655 | $555.4K | 0.03% | −598−14.1% | Reduced |
| Bridgefront Capital, LLC | 3,622 | $550.4K | 0.14% | +3,622 | New |
| Evergreen Capital Management LLC | 3,590 | $545.5K | 0.01% | +1,627+82.9% | Added |
| Mosley Wealth Management | 1,638 | $541.9K | 0.25% | +1,638 | New |
| Banco Santander, S.A. | 3,547 | $539.0K | 0.00% | +3,547 | New |
| Commerce Bank | 3,547 | $539.0K | 0.00% | −449−11.2% | Reduced |
| Paul Damon & Associates, Inc. | 3,513 | $533.8K | 0.24% | −927−20.9% | Reduced |
| Northeast Financial Group, Inc. | 3,500 | $531.8K | 0.13% | −1,800−34.0% | Reduced |
| AMG National Trust Bank | 3,475 | $528.0K | 0.01% | +3,475 | New |
| Parallel Advisors, LLC | 3,473 | $527.7K | 0.01% | +350+11.2% | Added |
| Perigon Wealth Management, LLC | 3,443 | $523.2K | 0.01% | −8,906−72.1% | Reduced |
| Pennsylvania Capital Management Inc | 3,432 | $521.5K | 0.14% | −9−0.3% | Reduced |
| Cane Capital Partners, LLC | 3,429 | $521.0K | 0.22% | +3,429 | New |
| Cynosure Management, LLC | 3,403 | $517.1K | 0.05% | +3,403 | New |
| Park Avenue Securities LLC | 3,403 | $517.0K | 0.00% | −14,468−81.0% | Reduced |
| Peapack Gladstone Financial Corp | 3,370 | $512.0K | 0.01% | +315+10.3% | Added |
| KG&L Capital Management,LLC | 3,348 | $508.7K | 0.13% | −2,477−42.5% | Reduced |
| Hartline Investment Corp | 3,335 | $506.8K | 0.05% | −1,877−36.0% | Reduced |
| StoneX Group Inc. | 3,316 | $503.9K | 0.02% | −10,306−75.7% | Reduced |
| Raiffeisen Bank International AG | 3,238 | $503.9K | 0.01% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 3,305 | $502.2K | 0.01% | −469−12.4% | Reduced |
| Wedmont Private Capital | 3,101 | $501.9K | 0.02% | −1,012−24.6% | Reduced |
| Invictus Private Wealth, LLC | 3,280 | $498.4K | 0.03% | −4,135−55.8% | Reduced |
| Convergence Financial, LLC | 3,260 | $495.4K | 0.07% | 00.0% | Unchanged |
| Fifth Third Wealth Advisors LLC | 3,260 | $495.4K | 0.02% | +3,260 | New |
| Greenline Wealth Management LLC | 3,258 | $495.0K | 0.51% | +3,258 | New |
| Navellier & Associates Inc | 3,253 | $494.3K | 0.06% | −3,758−53.6% | Reduced |
| Capital Group Private Client Services, Inc. | 3,243 | $492.8K | 0.01% | −74−2.2% | Reduced |
| Lauer Wealth, LLC | 2,901 | $484.4K | 0.37% | −674−18.9% | Reduced |
| NorthCrest Asset Manangement, LLC | 2,938 | $483.9K | 0.01% | +810+38.1% | Added |
| United Capital Financial Advisers, LLC | 3,184 | $483.8K | 0.00% | −1,215−27.6% | Reduced |
| Glenmede Trust Co NA | 3,182 | $483.5K | 0.00% | +3,182 | New |
| Walleye Partners, LLC | 3,171 | $481.8K | 0.54% | +3,171 | New |
| Capital International Inc | 3,166 | $481.1K | 0.00% | −8,951−73.9% | Reduced |
| Integrated Wealth Concepts LLC | 3,161 | $480.4K | 0.01% | −1,782−36.1% | Reduced |
| Tudor Investment Corp Et Al | 3,160 | $480.2K | 0.00% | −53,195−94.4% | Reduced |
| We Are One Seven, LLC | 3,157 | $479.7K | 0.01% | +1,087+52.5% | Added |
| Tradition Wealth Management, LLC | 3,157 | $479.7K | 0.03% | −29−0.9% | Reduced |
| Carroll Advisory Group, LLC | 3,140 | $477.1K | 0.21% | +3,140 | New |
| Prime Capital Investment Advisors, LLC | 3,127 | $475.1K | 0.01% | −1,637−34.4% | Reduced |
| Means Investment Co., Inc. | 3,055 | $464.2K | 0.04% | −113−3.6% | Reduced |
| ING Groep NV | 3,037 | $461.5K | 0.00% | +808+36.2% | Added |
| RiverFront Investment Group, LLC | 3,010 | $457.4K | 0.01% | −5,800−65.8% | Reduced |
| Laird Norton Trust Company, LLC | 3,005 | $456.6K | 0.01% | +3,005 | New |
| Insigneo Advisory Services, LLC | 3,003 | $456.3K | 0.03% | −922−23.5% | Reduced |
| Alphadyne Asset Management LP | 2,978 | $452.5K | 0.05% | −21−0.7% | Reduced |
| HB Wealth Management, LLC | 2,973 | $451.7K | 0.00% | −676−18.5% | Reduced |
| Prospect Financial Services LLC | 2,959 | $449.6K | 0.26% | +301+11.3% | Added |
| SRS Capital Advisors, Inc. | 2,950 | $448.3K | 0.01% | +2,950 | New |
| Monograph Wealth Advisors, LLC | 2,936 | $446.2K | 0.04% | 00.0% | Unchanged |
| Garden State Investment Advisory Services LLC | 2,930 | $445.2K | 0.11% | +65+2.3% | Added |
| Clear Creek Financial Management, LLC | 2,922 | $444.0K | 0.04% | +1,093+59.8% | Added |
| Harbour Investments, Inc. | 2,906 | $441.6K | 0.01% | −770−20.9% | Reduced |
| LaSalle St. Investment Advisors, LLC | 2,906 | $441.0K | 0.07% | +565+24.1% | Added |
| Ankerstar Wealth, LLC | 2,873 | $436.9K | 0.43% | +2,873 | New |
| Integrity Alliance, LLC. | 2,850 | $433.1K | 0.02% | −1,138−28.5% | Reduced |
| Odyssean, LLC | 2,842 | $431.8K | 0.31% | +2,842 | New |
| TSFG, LLC | 2,818 | $428.0K | 0.06% | +1,110+65.0% | Added |
| Summit Trail Advisors, LLC | 2,804 | $426.1K | 0.01% | −457−14.0% | Reduced |
| CoreCap Advisors, LLC | 2,799 | $425.3K | 0.01% | +509+22.2% | Added |
| Fifth Third Bancorp | 2,790 | $423.9K | 0.00% | −111−3.8% | Reduced |
| DecisionMap Wealth Management, LLC | 2,785 | $423.2K | 0.26% | −41−1.5% | Reduced |
| Soltis Investment Advisors LLC | 2,771 | $421.1K | 0.03% | −858−23.6% | Reduced |
| Twin Capital Management Inc | 2,764 | $420.0K | 0.05% | +2,764 | New |
| Neuberger Berman Group LLC | 2,745 | $417.0K | 0.00% | −4,192−60.4% | Reduced |
| Cyndeo Wealth Partners, LLC | 2,742 | $416.7K | 0.02% | −1,303−32.2% | Reduced |
| Principal Securities, Inc. | 2,735 | $415.6K | 0.01% | +640+30.5% | Added |
| Allegheny Financial Group LTD | 2,732 | $415.2K | 0.06% | +39+1.4% | Added |
| Gsa Capital Partners LLP | 2,706 | $411.0K | 0.04% | −28−1.0% | Reduced |
| Curran Financial Partners, LLC | 2,685 | $408.0K | 0.08% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 2,672 | $406.0K | 0.01% | −150−5.3% | Reduced |
| Magnus Financial Group LLC | 2,671 | $405.9K | 0.03% | −1,209−31.2% | Reduced |
| True Vision MN LLC | 2,671 | $405.9K | 0.21% | +2,671 | New |
| Trifecta Capital Advisors, LLC | 2,660 | $404.2K | 0.06% | 00.0% | Unchanged |
| National Wealth Management Group, LLC | 2,640 | $401.1K | 0.14% | +112+4.4% | Added |
| DV Trading LLC | 2,626 | $399.0K | 0.03% | +2,626 | New |
| Diligent Investors, LLC | 2,623 | $398.6K | 0.10% | +866+49.3% | Added |
| Krilogy Financial LLC | 2,445 | $392.6K | 0.01% | −164−6.3% | Reduced |
| Belpointe Asset Management LLC | 2,580 | $392.0K | 0.01% | −314−10.9% | Reduced |
| Crossmark Global Holdings, Inc. | 2,580 | $392.0K | 0.01% | +522+25.4% | Added |
| Formidable Asset Management, LLC | 1,215 | $391.5K | 0.06% | −3,445−73.9% | Reduced |
| Diversify Advisory Services, LLC | 2,244 | $389.8K | 0.01% | +514+29.7% | Added |
| Militia Capital Partners, LP | 2,560 | $389.0K | 0.15% | +2,560 | New |
| Investment Partners Asset Management, Inc. | 2,559 | $388.8K | 0.24% | 00.0% | Unchanged |
| T3 Companies, LLC | 2,553 | $387.9K | 0.50% | +2,553 | New |
| Rothschild Investment LLC | 2,552 | $387.8K | 0.02% | −2−0.1% | Reduced |
| Cigna Investments Inc | 2,546 | $387.0K | 0.06% | −43−1.7% | Reduced |
| Anchyra Partners LLC | 2,533 | $384.9K | 0.12% | +2,533 | New |
| SeaCrest Wealth Management, LLC | 2,362 | $382.2K | 0.04% | −177−7.0% | Reduced |
| Allworth Financial LP | 2,512 | $381.7K | 0.00% | −295−10.5% | Reduced |
| Synergy Financial Management, LLC | 2,508 | $381.1K | 0.04% | −196−7.2% | Reduced |
| Rahlfs Capital, LLC | 2,485 | $377.6K | 0.29% | −125−4.8% | Reduced |
| Flaharty Asset Management, LLC | 2,476 | $376.2K | 0.05% | +1,021+70.2% | Added |
| Callan Family Office, LLC | 2,464 | $374.4K | 0.01% | −1,390−36.1% | Reduced |
| MTM Investment Management, LLC | 2,448 | $372.0K | 0.12% | −2,399−49.5% | Reduced |