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 |
|---|---|---|---|---|---|
| Cornerstone Planning Group LLC | 264 | $41.8K | 0.01% | +225+576.9% | Added |
| Vision Retirement, LLC | 268 | $40.7K | 0.01% | +268 | New |
| Itau Unibanco Holding S.A. | 262 | $39.8K | 0.00% | +262 | New |
| City State Bank | 250 | $38.0K | 0.01% | +195+354.5% | Added |
| Burkett Financial Services, LLC | 250 | $38.0K | 0.01% | 00.0% | Unchanged |
| Quarry LP | 246 | $37.4K | 0.01% | +121+96.8% | Added |
| Glen Eagle Advisors, LLC | 230 | $34.9K | 0.00% | +12+5.5% | Added |
| Triumph Capital Management | 227 | $34.5K | 0.01% | +227 | New |
| Westside Investment Management, Inc. | 219 | $33.3K | 0.01% | −82−27.2% | Reduced |
| Stonehage Fleming Financial Services Holdings Ltd | 210 | $31.9K | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 205 | $31.1K | 0.01% | +3+1.5% | Added |
| Versant Capital Management, Inc | 202 | $30.7K | 0.00% | −291−59.0% | Reduced |
| SJS Investment Consulting Inc. | 201 | $30.5K | 0.00% | +84+71.8% | Added |
| Costello Asset Management, INC | 200 | $30.4K | 0.01% | 00.0% | Unchanged |
| Wilkerson Advisory Group LLC | 200 | $30.4K | 0.01% | +200 | New |
| Darwin Advisors, LLC | 190 | $28.9K | 0.01% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 190 | $28.9K | 0.01% | +140+280.0% | Added |
| HighMark Wealth Management LLC | 185 | $28.1K | 0.01% | +25+15.6% | Added |
| TFC Financial Management | 177 | $26.9K | 0.00% | −13−6.8% | Reduced |
| St Germain D J Co Inc | 177 | $26.9K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 163 | $26.8K | 0.00% | +53+48.2% | Added |
| Quintet Private Bank (Europe) S.A. | 175 | $26.6K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 144 | $25.0K | 0.00% | +82+132.3% | Added |
| Bryn Mawr Trust Co | 160 | $24.3K | 0.00% | +60+60.0% | Added |
| CVA Family Office, LLC | 158 | $24.0K | 0.00% | −40−20.2% | Reduced |
| Atlantic Trust, LLC | 152 | $23.1K | 0.00% | +124+442.9% | Added |
| Covestor Ltd | 135 | $21.0K | 0.01% | +10+8.0% | Added |
| Motiv8 Investments LLC | 135 | $21.0K | 0.01% | +135 | New |
| Nemes Rush Group LLC | 137 | $20.8K | 0.00% | +1+0.7% | Added |
| GPS Wealth Strategies Group, LLC | 130 | $19.8K | 0.02% | −990−88.4% | Reduced |
| Cheviot Value Management, LLC | 120 | $19.0K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 125 | $19.0K | 0.00% | −1−0.8% | Reduced |
| Themes Management Co LLC | 122 | $18.5K | 0.01% | +122 | New |
| Bessemer Group Inc | 116 | $18.0K | 0.00% | −21−15.3% | Reduced |
| Hantz Financial Services, Inc. | 121 | $18.0K | 0.00% | +3+2.5% | Added |
| Meeder Asset Management Inc | 118 | $17.9K | 0.00% | −32−21.3% | Reduced |
| Private Wealth Management Group, LLC | 117 | $17.8K | 0.00% | +16+15.8% | Added |
| Financial Freedom, LLC | 115 | $17.5K | 0.01% | 00.0% | Unchanged |
| Modus Advisors, LLC | 109 | $16.6K | 0.00% | +109 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 109 | $16.6K | 0.01% | +109 | New |
| SOA Wealth Advisors, LLC. | 107 | $16.3K | 0.00% | −10−8.5% | Reduced |
| Kemnay Advisory Services Inc. | 107 | $16.3K | 0.00% | +107 | New |
| Horrell Capital Management, Inc. | 105 | $16.0K | 0.01% | +2+1.9% | Added |
| Arlington Trust Co LLC | 101 | $15.3K | 0.00% | −40−28.4% | Reduced |
| Quent Capital, LLC | 101 | $15.3K | 0.00% | −1−1.0% | Reduced |
| Indiana Trust & Investment Management CO | 100 | $15.2K | 0.00% | −50−33.3% | Reduced |
| Catalyst Capital Advisors LLC | 98 | $14.9K | 0.00% | −25−20.3% | Reduced |
| Financial Management Professionals, Inc. | 95 | $14.4K | 0.00% | +85+850.0% | Added |
| Tucker Asset Management LLC | 95 | $14.4K | 0.00% | +95 | New |
| Safe Harbor Fiduciary, LLC | 92 | $14.0K | 0.01% | +92 | New |
| Maseco LLP | 90 | $13.7K | 0.00% | +90 | New |
| MV Capital Management, Inc. | 87 | $13.2K | 0.00% | −5−5.4% | Reduced |
| Crewe Advisors LLC | 87 | $13.2K | 0.00% | +39+81.3% | Added |
| Keating Financial Advisory Services, Inc. | 86 | $13.1K | 0.00% | +86 | New |
| First PREMIER Bank | 84 | $13.0K | 0.00% | 00.0% | Unchanged |
| Avalon Trust Co | 85 | $12.9K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 80 | $12.2K | 0.00% | 00.0% | Unchanged |
| Gilpin Wealth Management, LLC | 80 | $12.2K | 0.01% | +80 | New |
| First Horizon Corp | 76 | $11.5K | 0.00% | −272−78.2% | Reduced |
| Medallion Wealth Advisors, LLC | 74 | $11.2K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 69 | $10.4K | 0.00% | −17−19.8% | Reduced |
| Umb Bank N A | 68 | $10.3K | 0.00% | −57−45.6% | Reduced |
| McIlrath & Eck, LLC | 64 | $9.72K | 0.00% | −603−90.4% | Reduced |
| Byrne Asset Management LLC | 60 | $9.12K | 0.01% | +59+5,900.0% | Added |
| Osbon Capital Management LLC | 60 | $9.12K | 0.01% | +60 | New |
| Banque Transatlantique SA | 60 | $9.12K | 0.00% | −6,455−99.1% | Reduced |
| Bell Investment Advisors, Inc | 58 | $8.81K | 0.00% | +28+93.3% | Added |
| Asset Dedication, LLC | 57 | $8.66K | 0.00% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 56 | $8.51K | 0.00% | +56 | New |
| Quadrant Capital Group LLC | 54 | $8.21K | 0.00% | −13−19.4% | Reduced |
| S&T Bank | 54 | $8.21K | 0.00% | +24+80.0% | Added |
| MidFirst Bank | 54 | $8.21K | 0.00% | +54 | New |
| Parkside Financial Bank & Trust | 53 | $8.05K | 0.00% | −132−71.4% | Reduced |
| Trust Co | 51 | $7.75K | 0.00% | +1+2.0% | Added |
| Global Wealth Strategies & Associates | 50 | $7.60K | 0.00% | −139−73.5% | Reduced |
| Vermillion Wealth Management, Inc. | 50 | $7.60K | 0.00% | −115−69.7% | Reduced |
| HM Payson & Co | 50 | $7.60K | 0.00% | 00.0% | Unchanged |
| Bank of New Hampshire | 50 | $7.60K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 50 | $7.60K | 0.00% | 00.0% | Unchanged |
| Jessup Wealth Management, Inc | 50 | $7.60K | 0.00% | +50 | New |
| Three Bearings Fiduciary Advisors, Inc. | 50 | $7.49K | 0.01% | +50 | New |
| Strategic Investment Solutions, Inc. | 49 | $7.45K | 0.00% | −635−92.8% | Reduced |
| Chilton Capital Management LLC | 48 | $7.29K | 0.00% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 48 | $7.29K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 46 | $6.99K | 0.00% | +28+155.6% | Added |
| Frazier Financial Advisors, LLC | 45 | $6.84K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 45 | $6.84K | 0.00% | +45 | New |
| Kayne Anderson Rudnick Investment Management LLC | 44 | $6.75K | 0.00% | +41+1,366.7% | Added |
| Manchester Capital Management LLC | 43 | $6.53K | 0.00% | −144−77.0% | Reduced |
| Valley National Advisers Inc | 44 | $6.00K | 0.00% | +44 | New |
| Chesapeake Asset Management LLC | 36 | $5.47K | 0.00% | 00.0% | Unchanged |
| Estate Planners Group, LLC | 35 | $5.32K | 0.00% | +35 | New |
| Highline Wealth Partners LLC | 34 | $5.17K | 0.00% | −29−46.0% | Reduced |
| Aspect Partners, LLC | 33 | $5.01K | 0.00% | +16+94.1% | Added |
| Signature Equity Partners, LLC | 33 | $5.01K | 0.00% | +33 | New |
| Brown Brothers Harriman & Co | 32 | $4.86K | 0.00% | −10−23.8% | Reduced |
| Cape Investment Advisory, Inc. | 32 | $4.86K | 0.00% | +2+6.7% | Added |
| Delta Asset Management LLC | 30 | $4.56K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 30 | $4.56K | 0.00% | +1+3.4% | Added |
| Marquette Asset Management, LLC | 30 | $4.56K | 0.00% | +7+30.4% | Added |