Skip to main content
Livermore
Livermore
ZHEN

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.

Other share classesSTRCSTRDSTRFSTRK

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.

Institutional holdersQ4 2025: 982 institutions
Q1 2021: 287 institutionsQ2 2021: 270 institutionsQ3 2021: 287 institutionsQ4 2021: 290 institutionsQ1 2022: 268 institutionsQ2 2022: 238 institutionsQ3 2022: 231 institutionsQ4 2022: 212 institutionsQ1 2023: 252 institutionsQ2 2023: 271 institutionsQ3 2023: 295 institutionsQ4 2023: 370 institutionsQ1 2024: 530 institutionsQ2 2024: 592 institutionsQ3 2024: 662 institutionsQ4 2024: 993 institutionsQ1 2025: 1,013 institutionsQ2 2025: 1,161 institutionsQ3 2025: 1,087 institutionsQ4 2025: 982 institutionsQ1 2026: 946 institutionsQ2 2026: 852 institutions
Value heldQ4 2025: $26.6B
Q1 2021: $3.86BQ2 2021: $4.24BQ3 2021: $3.30BQ4 2021: $3.26BQ1 2022: $3.00BQ2 2022: $1.05BQ3 2022: $1.25BQ4 2022: $812.8MQ1 2023: $1.92BQ2 2023: $2.39BQ3 2023: $2.29BQ4 2023: $5.14BQ1 2024: $16.4BQ2 2024: $12.5BQ3 2024: $16.0BQ4 2024: $31.1BQ1 2025: $36.2BQ2 2025: $55.5BQ3 2025: $45.1BQ4 2025: $26.6BQ1 2026: $24.7BQ2 2026: $18.2B
Institutions holding MSTR and their total value by quarter
QuarterHoldersValue
Q2 2026852$18.2B
Q1 2026946$24.7B
Q4 2025982$26.6B
Q3 20251,087$45.1B
Q2 20251,161$55.5B
Q1 20251,013$36.2B
Q4 2024993$31.1B
Q3 2024662$16.0B
Q2 2024592$12.5B
Q1 2024530$16.4B
Q4 2023370$5.14B
Q3 2023295$2.29B
Q2 2023271$2.39B
Q1 2023252$1.92B
Q4 2022212$812.8M
Q3 2022231$1.25B
Q2 2022238$1.05B
Q1 2022268$3.00B
Q4 2021290$3.26B
Q3 2021287$3.30B
Q2 2021270$4.24B
Q1 2021287$3.86B

Institutions, Q4 2025

Shares, value and share of portfolio for each institution holding Strategy Inc; share changes are against Q3 2025.

Institutions holding MSTR in Q4 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Red Reef Advisors LLC2,440$370.8K0.38%+2,440New
Modern Wealth Management, LLC2,423$368.2K0.01%+19+0.8%Added
U.S. Capital Wealth Advisors, LLC2,405$365.4K0.01%−439−15.4%Reduced
Greenleaf Trust2,399$364.5K0.00%+242+11.2%Added
Signaturefd, LLC2,379$361.5K0.01%−1,400−37.0%Reduced
Aaron Wealth Advisors2,374$360.7K0.02%+464+24.3%Added
Americana Partners, LLC2,372$360.4K0.01%+2,372New
BridgePort Financial Solutions, LLC2,330$354.0K0.10%00.0%Unchanged
Bokf, NA2,317$352.1K0.01%−6−0.3%Reduced
Thoroughbred Financial Services, LLC2,314$351.0K0.02%+1,599+223.6%Added
EFG International AG2,307$350.5K0.01%+2,307New
Panagora Asset Management Inc2,300$349.5K0.00%+2,300New
Vise Technologies, Inc.2,299$349.4K0.01%−913−28.4%Reduced
Sierra Capital LLC2,295$349.0K0.04%+2,295New
Kera Capital Partners, Inc.2,321$347.5K0.04%+2,321New
Correct Capital Wealth Management2,281$346.6K0.07%−10,561−82.2%Reduced
International Assets Investment Management, LLC2,274$345.5K0.02%+1,153+102.9%Added
Texas Capital Bank Wealth Management Services Inc2,248$341.6K0.02%+151+7.2%Added
Phoenix Holdings Ltd.2,243$339.9K0.00%+797+55.1%Added
Ci Investments Inc.2,212$336.1K0.00%+426+23.9%Added
Guardian Wealth Advisors, LLC2,197$333.9K0.02%+443+25.3%Added
Discipline Wealth Solutions, LLC2,175$330.5K0.06%+279+14.7%Added
Wick Capital Partners, LLC2,171$329.9K0.06%00.0%Unchanged
Unique Wealth Strategies, LLC2,170$329.7K0.13%−600−21.7%Reduced
180 Wealth Advisors, LLC2,167$329.4K0.04%+2,167New
LongView Wealth Management2,000$324.5K0.08%00.0%Unchanged
Avantax Planning Partners, Inc.2,107$320.2K0.01%+548+35.2%Added
Sunbelt Securities, Inc.2,094$318.2K0.02%+745+55.2%Added
Cardiff Park Advisors, LLC2,094$318.2K0.03%+1,330+174.1%Added
Great Valley Advisor Group, Inc.2,080$316.6K0.01%−89−4.1%Reduced
Allianz SE2,078$315.8K0.00%−1,622−43.8%Reduced
Royal Fund Management, LLC2,077$315.6K0.03%+108+5.5%Added
AssuredPartners Investment Advisors, LLC2,075$315.2K0.05%+2,075New
Avanza Fonder AB2,055$312.3K0.01%+2,055New
Advisor OS, LLC2,054$312.1K0.03%−101−4.7%Reduced
Tanager Wealth Management LLP2,048$311.2K0.03%+259+14.5%Added
Meeder Advisory Services, Inc.2,044$310.6K0.01%−1,501−42.3%Reduced
BCS Wealth Management2,030$308.5K0.03%+1,015+100.0%Added
Clearstead Advisors, LLC2,014$306.0K0.00%+34+1.7%Added
KLCM Advisors, Inc.2,010$305.4K0.03%+2,010New
Frisch Financial Group, Inc.2,000$303.9K0.07%00.0%Unchanged
Lazard Asset Management LLC1,998$303.6K0.00%−5,286−72.6%Reduced
Gilman Hill Asset Management, LLC1,962$298.1K0.05%−3,016−60.6%Reduced
Mountain Capital Investment Advisors, Inc1,806$294.6K0.05%+21+1.2%Added
TL Private Wealth1,860$292.6K0.11%+1,860New
Veracity Capital LLC1,926$292.6K0.09%+340+21.4%Added
Redwood Wealth Management Group, LLC1,910$290.2K0.12%+650+51.6%Added
Riverview Capital Advisers, LLC1,908$289.9K0.09%00.0%Unchanged
Pinnacle Financial Partners, Inc.1,905$289.5K0.00%+1,905New
Clientfirst Wealth Management, LLC1,900$288.7K0.23%+1,900New
J. Safra Sarasin Holding AG1,889$287.0K0.00%+1,889New
Lodestar Private Asset Management LLC1,888$286.9K0.03%00.0%Unchanged
Moneta Group Investment Advisors LLC1,862$283.0K0.00%+272+17.1%Added
Indivisible Partners1,859$282.5K0.03%+1,859New
Brown Advisory Inc1,857$282.2K0.00%+93+5.3%Added
Claro Advisors LLC1,853$281.6K0.04%+45+2.5%Added
Syntegra Private Wealth Group, LLC1,851$281.3K0.03%−970−34.4%Reduced
Valeo Financial Advisors, LLC1,850$281.1K0.01%−1,576−46.0%Reduced
Altshuler Shaham Ltd1,846$280.5K0.00%+1,838+22,975.0%Added
ABN AMRO Bank N.V.1,851$280.2K0.00%+712+62.5%Added
LBMC Investment Advisors, LLC1,840$279.6K0.02%−51−2.7%Reduced
McAdam, LLC1,837$279.1K0.01%+112+6.5%Added
Victory Financial Group, LLC1,817$276.1K0.03%+1,817New
Evanson Asset Management, LLC1,803$273.9K0.01%00.0%Unchanged
Stonehearth Capital Management, LLC1,797$273.1K0.10%00.0%Unchanged
Coldstream Capital Management Inc1,797$273.0K0.00%−402−18.3%Reduced
Bulltick Wealth Management, LLC1,763$267.9K0.06%−25−1.4%Reduced
Koshinski Asset Management, Inc.1,759$267.3K0.02%−2−0.1%Reduced
Strategic Blueprint, LLC1,755$266.7K0.02%+364+26.2%Added
First Financial Bankshares Inc1,754$266.5K0.01%00.0%Unchanged
Empower Advisory Group, LLC1,752$266.2K0.00%−342−16.3%Reduced
Souders Financial Advisors1,751$266.1K0.03%−144−7.6%Reduced
Sava Infond d.o.o.1,750$265.9K0.04%+900+105.9%Added
McGuire Capital Advisors Inc1,746$265.3K0.17%+1,746New
Wolverine Asset Management LLC1,740$264.4K0.00%+1,740New
Mill Creek Capital Advisors, LLC1,723$261.8K0.01%−25−1.4%Reduced
Chicago Trust Co NA1,716$260.7K0.04%−56−3.2%Reduced
Wealthspire Advisors, LLC1,714$260.4K0.00%+450+35.6%Added
Red Door Wealth Management, LLC1,708$259.5K0.03%+123+7.8%Added
Livforsakringsbolaget Skandia, Omsesidigt1,700$258.1K0.01%00.0%Unchanged
Miller Capital Partners, Inc.1,696$257.7K0.13%+1,696New
BayBridge Capital Group, LLC1,660$252.2K0.16%+1,660New
Envestnet Portfolio Solutions, Inc.1,648$250.4K0.00%−13−0.8%Reduced
Innovative Advisory Group, LLC1,646$250.1K0.16%+139+9.2%Added
Simon Quick Advisors, LLC1,631$247.8K0.01%+1,631New
PYA Waltman Capital, LLC1,625$246.9K0.07%+855+111.0%Added
MJP Associates Inc1,622$246.5K0.03%−101−5.9%Reduced
Venture Visionary Partners LLC1,621$246.3K0.01%−900−35.7%Reduced
Canal Capital Management, LLC1,615$245.4K0.03%−1,036−39.1%Reduced
Centurion Wealth Management LLC1,615$245.4K0.05%00.0%Unchanged
Certior Financial Group, LLC1,608$244.3K0.17%+3+0.2%Added
Key Client Fiduciary Advisors, LLC1,601$243.3K0.08%−696−30.3%Reduced
Milestone Asset Management, LLC1,601$243.3K0.05%+5+0.3%Added
Consolidated Capital Management, LLC1,600$243.1K0.07%00.0%Unchanged
MB, Levis & Associates, LLC1,600$243.1K0.10%00.0%Unchanged
Annandale Capital, LLC1,600$243.0K0.04%+1,600New
TCG Advisory Services, LLC1,590$241.6K0.01%−1,271−44.4%Reduced
Norden Group LLC1,583$240.5K0.02%−242−13.3%Reduced
One Capital Management, LLC1,581$240.2K0.01%00.0%Unchanged
Citrine Capital LLC1,579$239.9K0.11%00.0%Unchanged