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 |
|---|---|---|---|---|---|
| Tamar Securities, LLC | 1,577 | $239.6K | 0.03% | +1,577 | New |
| Unique Wealth, LLC | 1,573 | $239.0K | 0.03% | −1−0.1% | Reduced |
| Atomi Financial Group, Inc. | 1,561 | $237.2K | 0.01% | −357−18.6% | Reduced |
| Hollencrest Capital Management | 1,560 | $237.0K | 0.01% | −2−0.1% | Reduced |
| Advisors Preferred, LLC | 1,500 | $235.7K | 0.04% | +1,500 | New |
| MLG Wealth Management DBA Pine Grove Financial Group | 1,537 | $233.5K | 0.03% | +1,537 | New |
| Calamos Wealth Management LLC | 1,507 | $229.0K | 0.01% | −40−2.6% | Reduced |
| Regions Financial Corp | 1,502 | $228.2K | 0.00% | +440+41.4% | Added |
| Shay Capital LLC | 1,500 | $227.9K | 0.04% | +1,500 | New |
| San Luis Wealth Advisors LLC | 1,482 | $225.2K | 0.04% | −478−24.4% | Reduced |
| R Squared Ltd | 1,480 | $224.9K | 0.11% | +1,480 | New |
| Baird Financial Group, Inc. | 1,476 | $224.3K | 0.00% | −6,678−81.9% | Reduced |
| Aventura Private Wealth, LLC | 1,474 | $224.0K | 0.08% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 1,472 | $223.7K | 0.00% | −168−10.2% | Reduced |
| Mutual Advisors, LLC | 1,459 | $221.7K | 0.00% | −345−19.1% | Reduced |
| Daymark Wealth Partners, LLC | 1,457 | $221.4K | 0.01% | +246+20.3% | Added |
| Graham Capital Management, L.P. | 1,452 | $220.6K | 0.01% | +217+17.6% | Added |
| Wealth Alliance Advisory Group, LLC | 1,450 | $220.3K | 0.04% | 00.0% | Unchanged |
| STF Management LP | 1,445 | $219.6K | 0.21% | −1,687−53.9% | Reduced |
| Penserra Capital Management LLC | 1,433 | $217.0K | 0.00% | +85+6.3% | Added |
| Legacy Wealth Managment, LLC | 1,428 | $217.0K | 0.10% | −6,054−80.9% | Reduced |
| Gerber Kawasaki Wealth & Investment Management | 221,529 | $216.1K | 0.01% | +220,374+19,080.0% | Added |
| Ionic Capital Management LLC | 1,419 | $215.6K | 0.21% | −583−29.1% | Reduced |
| Baader Bank INC | 2,298 | $215.3K | 0.02% | −2,306−50.1% | Reduced |
| BCJ Capital Management, LLC | 1,402 | $213.0K | 0.01% | −361−20.5% | Reduced |
| GTS Securities LLC | 1,398 | $212.4K | 0.01% | −6,807−83.0% | Reduced |
| Van Hulzen Asset Management, LLC | 1,388 | $210.9K | 0.02% | −1,390−50.0% | Reduced |
| Smartleaf Asset Management LLC | 1,329 | $206.9K | 0.01% | +157+13.4% | Added |
| First Heartland Consultants, Inc. | 1,348 | $204.8K | 0.02% | −507−27.3% | Reduced |
| L2 Asset Management, LLC | 1,346 | $204.5K | 0.03% | +128+10.5% | Added |
| Abc Arbitrage SA | 1,330 | $202.1K | 0.02% | +1,330 | New |
| Berkeley Capital Partners, LLC | 1,323 | $201.0K | 0.05% | −182−12.1% | Reduced |
| Portside Wealth Group, LLC | 1,294 | $196.6K | 0.03% | −258−16.6% | Reduced |
| Rossby Financial, LCC | 1,210 | $183.9K | 0.06% | +7+0.6% | Added |
| MRP Capital Investments, LLC | 1,200 | $182.3K | 0.15% | +200+20.0% | Added |
| Evelyn Partners Investment Management (Europe) Ltd | 1,200 | $182.3K | 0.06% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 1,169 | $177.6K | 0.00% | −41−3.4% | Reduced |
| Hoey Investments, Inc | 1,100 | $167.1K | 0.02% | −900−45.0% | Reduced |
| Glass Jacobson Investment Advisors llc | 1,079 | $164.0K | 0.06% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 1,072 | $162.9K | 0.00% | −446−29.4% | Reduced |
| Pin Oak Investment Advisors Inc | 1,203 | $162.0K | 0.11% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 996 | $151.3K | 0.01% | +996 | New |
| Creative Financial Designs Inc | 933 | $141.8K | 0.01% | +265+39.7% | Added |
| Quest Partners LLC | 918 | $139.5K | 0.01% | −159−14.8% | Reduced |
| Horizon Investments, LLC | 871 | $132.3K | 0.00% | +871 | New |
| Centiva Capital, LP | 844 | $128.2K | 0.01% | +844 | New |
| NBC Securities, Inc. | 820 | $124.6K | 0.01% | −7−0.8% | Reduced |
| E Fund Management (Hong Kong) Co., Ltd. | 860 | $120.1K | 0.05% | +625+266.0% | Added |
| Abound Wealth Management | 747 | $113.4K | 0.03% | −442−37.2% | Reduced |
| Stelac Advisory Services LLC | 740 | $112.4K | 0.04% | 00.0% | Unchanged |
| Ostrum Asset Management | 739 | $112.3K | 0.01% | −245−24.9% | Reduced |
| Pacific Center for Financial Services | 330 | $106.3K | 0.03% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 694 | $105.5K | 0.01% | −7−1.0% | Reduced |
| Westpac Banking Corp | 656 | $99.7K | 0.01% | +656 | New |
| DAGCO, Inc. | 655 | $99.5K | 0.02% | +483+280.8% | Added |
| Basecamp Wealth Advisors LLC | 624 | $94.8K | 0.02% | +624 | New |
| GAMMA Investing LLC | 622 | $94.5K | 0.00% | −376−37.7% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 600 | $91.0K | 0.01% | 00.0% | Unchanged |
| Twin Tree Management, LP | 582 | $88.4K | 0.01% | −6,018−91.2% | Reduced |
| Wexford Capital LP | 567 | $86.2K | 0.02% | +567 | New |
| Atlantic Union Bankshares Corp | 566 | $86.0K | 0.00% | −60−9.6% | Reduced |
| WPG Advisers, LLC | 563 | $85.5K | 0.06% | −37−6.2% | Reduced |
| Ronald Blue Trust, Inc. | 563 | $85.5K | 0.00% | +21+3.9% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 545 | $82.8K | 0.02% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 541 | $82.2K | 0.02% | −371−40.7% | Reduced |
| Intesa Sanpaolo Wealth Management | 540 | $82.1K | 0.02% | +540 | New |
| CX Institutional | 540 | $82.0K | 0.00% | +145+36.7% | Added |
| MCF Advisors LLC | 539 | $81.9K | 0.00% | 00.0% | Unchanged |
| Ofi Invest Asset Management | 629 | $81.4K | 0.00% | +629 | New |
| N.E.W. Advisory Services LLC | 522 | $79.3K | 0.01% | +522 | New |
| Chung Wu Investment Group, LLC | 515 | $78.3K | 0.06% | −975−65.4% | Reduced |
| Ancora Advisors, LLC | 507 | $77.0K | 0.00% | +147+40.8% | Added |
| Private Trust Co NA | 501 | $76.1K | 0.01% | +300+149.3% | Added |
| Weaver Capital Management LLC | 500 | $76.0K | 0.02% | 00.0% | Unchanged |
| BigSur Wealth Management LLC | 500 | $76.0K | 0.02% | +500 | New |
| TD Waterhouse Canada Inc. | 484 | $73.5K | 0.00% | −6−1.2% | Reduced |
| REAP Financial Group, LLC | 455 | $69.1K | 0.01% | +4+0.9% | Added |
| Moisand Fitzgerald Tamayo, LLC | 441 | $67.0K | 0.01% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 427 | $64.9K | 0.01% | 00.0% | Unchanged |
| SHP Wealth Management | 417 | $63.2K | 0.00% | +417 | New |
| Clear Street Markets LLC | 408 | $62.0K | 0.01% | +408 | New |
| Strategic Wealth Partners, Ltd. | 398 | $60.5K | 0.00% | −53−11.8% | Reduced |
| Capital Advisors, Ltd. LLC | 396 | $60.0K | 0.01% | +14+3.7% | Added |
| Pinnacle Wealth Planning Services, Inc. | 392 | $59.6K | 0.01% | +392 | New |
| Assetmark, Inc | 387 | $58.8K | 0.00% | −719−65.0% | Reduced |
| Evelyn Partners Investment Management Services Ltd | 387 | $58.8K | 0.01% | +380+5,428.6% | Added |
| Bogart Wealth, LLC | 370 | $56.2K | 0.00% | +1+0.3% | Added |
| Fideuram Asset Management (Ireland) dac | 166 | $55.8K | 0.00% | +166 | New |
| MPWM Advisory Solutions, LLC | 350 | $53.2K | 0.03% | +320+1,066.7% | Added |
| Rosenberg Matthew Hamilton | 341 | $51.8K | 0.01% | 00.0% | Unchanged |
| Vestor Capital, LLC | 1,091 | $51.0K | 0.00% | +737+208.2% | Added |
| Huntington National Bank | 334 | $50.8K | 0.00% | −130−28.0% | Reduced |
| Flagship Harbor Advisors, LLC | 316 | $48.0K | 0.00% | −681−68.3% | Reduced |
| Reflection Asset Management | 314 | $47.7K | 0.03% | +314 | New |
| Eq Wealth Advisors, LLC | 307 | $46.6K | 0.03% | +307 | New |
| North Star Investment Management Corp. | 306 | $46.5K | 0.00% | +6+2.0% | Added |
| IAG Wealth Partners, LLC | 302 | $45.9K | 0.01% | +180+147.5% | Added |
| Compagnie Lombard Odier SCmA | 295 | $44.8K | 0.00% | −20−6.3% | Reduced |
| Harbor Investment Advisory, LLC | 290 | $44.1K | 0.00% | −375−56.4% | Reduced |
| Jones Financial Companies LLLP | 281 | $42.7K | 0.00% | +281 | New |