Latest Period
Q4 2025
Security Snapshot
Strategy Inc - Common Stock (MSTR) Institutional Ownership
CUSIP: 594972408
13F Institutional Holders and Ownership History from Q1 2014 to Q1 2026
Institutions Reporting
961
Shares (Excl. Options)
167,941,369
Price
$151.95
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- Type / Class
- Equity / Common Stock
- Symbol
- MSTR on Nasdaq
- Shares outstanding
- 267,557,231
- Price per share
- $132.36
- All holders as of 31 Dec 2025
- Q4 2025
- Total 13F shares
- 167,941,369
- Total reported value
- $25,580,618,970
- % of total 13F portfolios
- 0.02%
- Share change
- +27,709,743
- Value change
- +$4,023,826,304
- Number of holders
- 961
- Price from insider filings
- $132.36
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors
Quick Takeaways
- MSTR - Strategy Inc - Common Stock is tracked under CUSIP 594972408.
- 961 institutions reported positions in Q4 2025.
- 5 significant owners is listed from Schedule 13D/13G reporting.
What Changed
- Holder count moved from 961 to 331 between Q4 2025 and Q1 2026.
- Reported value moved from $25,580,618,970 to $995,477,586.
Why This Matters
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Source Evidence
Source: SEC Form 13F
Open SEC Evidence
Latest holder context comes from 961 institutions filings for Q4 2025.
Investment Quick Answers
What is CUSIP 594972408?
CUSIP 594972408 identifies MSTR - Strategy Inc - Common Stock in SEC 13F datasets.
Where can I see the latest institutional holders?
Review the Q4 2025 holders report and the ownership history table below.
Next ownership checks
Use the next link that matches the question you still need to answer about this security.
- Latest 13F filings when you want to inspect fresh institutional portfolio moves.
- Latest Schedule 13D/13G reports when you need large-owner changes outside the 13F cycle.
- All institutional ownership pages to compare this security with other holder-history pages.
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 594972408:
Significant Owners of Strategy Inc - Common Stock (MSTR) based on Schedule 13D/G filings
| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| VANGUARD GROUP INC | 9% | +26% | $3,656,355,528 | +$839,239,604 | 24,062,886 | +30% | The Vanguard Group | 31 Dec 2025 |
| Capital International Investors | 7.8% | +37% | $3,283,392,771 | +$1,289,250,282 | 20,869,464 | +65% | Capital International Investors | 31 Dec 2025 |
| JANE STREET GROUP, LLC | 7.3% | +17% | $3,068,158,487 | +$428,411,478 | 19,501,420 | +16% | JANE STREET GROUP, LLC | 31 Dec 2025 |
| BlackRock, Inc. | 5.8% | $5,240,959,106 | 14,193,525 | BlackRock, Inc. | 31 Mar 2025 | |||
| SUSQUEHANNA SECURITIES, LLC | 4.8% | -6% | $4,147,660,791 | -$101,794,194 | 12,872,539 | -2.4% | Capital Ventures International | 30 Sep 2025 |
As of 31 Dec 2025, 961 institutional investors reported holding 167,941,369 shares of Strategy Inc - Common Stock (MSTR). This represents 63% of the company’s total 267,557,231 outstanding shares.
Top 25 Institutional Shareholders
The largest institutional shareholders of Strategy Inc - Common Stock (MSTR) together control 48% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| VANGUARD GROUP INC | 9% | 24,062,886 | +21% | 0.05% | $3,656,355,527 |
| Capital International Investors | 7.7% | 20,614,868 | +37% | 0.49% | $3,132,459,695 |
| BlackRock, Inc. | 5.5% | 14,607,280 | -0.33% | 0.04% | $2,219,576,259 |
| MORGAN STANLEY | 3.5% | 9,380,398 | +11% | 0.09% | $1,425,351,734 |
| Capital Research Global Investors | 2.6% | 7,008,535 | +67% | 0.2% | $1,064,962,968 |
| STATE STREET CORP | 2.3% | 6,127,301 | +2.3% | 0.03% | $931,043,387 |
| UBS Group AG | 2.2% | 5,760,243 | +128% | 0.17% | $875,268,923 |
| Amundi | 1.8% | 4,790,702 | +374% | 0.22% | $727,947,169 |
| GEODE CAPITAL MANAGEMENT, LLC | 1.5% | 3,911,499 | +4.7% | 0.04% | $592,831,724 |
| BANK OF AMERICA CORP /DE/ | 1.4% | 3,848,306 | +680% | 0.04% | $584,750,097 |
| NORGES BANK | 1.3% | 3,528,397 | 0.06% | $536,139,924 | |
| Marex Group plc | 1.1% | 2,934,332 | +41% | 4.8% | $445,871,748 |
| Capital World Investors | 1.1% | 2,911,311 | +128% | 0.06% | $442,379,109 |
| CANTOR FITZGERALD, L. P. | 0.91% | 2,430,583 | -39% | 11% | $369,327,087 |
| GOLDMAN SACHS GROUP INC | 0.87% | 2,330,142 | +11% | 0.05% | $354,064,992 |
| Harvest Portfolios Group Inc. | 0.79% | 2,110,081 | +36% | 5.6% | $320,626,808 |
| Clear Street Group Inc. | 0.74% | 1,971,486 | -59% | 1.6% | $299,567,298 |
| Invesco Ltd. | 0.68% | 1,817,979 | +14% | 0.04% | $276,241,982 |
| NORTHERN TRUST CORP | 0.59% | 1,581,952 | +0.74% | 0.03% | $240,377,606 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.56% | 1,493,816 | +19% | 0.05% | $226,985,343 |
| Legal & General Group Plc | 0.51% | 1,371,947 | +9.3% | 0.05% | $208,467,346 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 0.48% | 1,271,015 | +7.8% | 0.03% | $193,130,729 |
| ROYAL BANK OF CANADA | 0.43% | 1,155,972 | -26% | 0.03% | $175,650,000 |
| BARCLAYS PLC | 0.43% | 1,144,912 | +62% | 0.07% | $173,969,382 |
| BANK OF MONTREAL /CAN/ | 0.41% | 1,086,627 | -16% | 0.1% | $236,819,489 |
Institutional Holders of Strategy Inc - Common Stock (MSTR) across Reporting Periods
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q1 | 7,961,364 | $995,477,586 | +$94,760,696 | $124.80 | 331 |
| 2025 Q4 | 167,941,369 | $25,580,618,970 | +$4,023,826,304 | $151.95 | 961 |
| 2025 Q3 | 139,791,777 | $45,043,875,256 | +$994,948,845 | $322.21 | 1,075 |
| 2025 Q2 | 136,886,887 | $55,317,381,281 | +$6,381,110,104 | $404.23 | 1,141 |
| 2025 Q1 | 120,843,510 | $34,848,814,608 | +$4,384,583,397 | $288.27 | 992 |
| 2024 Q4 | 105,691,682 | $30,659,007,748 | +$3,555,395,341 | $289.62 | 970 |
| 2024 Q3 | 92,922,197 | $15,680,809,834 | +$12,405,672,209 | $168.60 | 637 |
| 2024 Q2 | 9,014,226 | $12,416,369,898 | -$772,958,975 | $1377.48 | 569 |
| 2024 Q1 | 9,567,730 | $16,307,916,634 | +$2,541,318,364 | $1704.56 | 505 |
| 2023 Q4 | 8,113,388 | $5,124,854,700 | +$771,516,857 | $631.62 | 352 |
| 2023 Q3 | 6,973,515 | $2,289,411,746 | -$5,635,919 | $328.28 | 284 |
| 2023 Q2 | 6,970,371 | $2,386,097,001 | +$150,741,295 | $342.42 | 261 |
| 2023 Q1 | 6,549,218 | $1,914,297,862 | +$279,687,339 | $292.32 | 240 |
| 2022 Q4 | 5,728,950 | $811,062,015 | -$31,475,699 | $141.57 | 199 |
| 2022 Q3 | 5,877,152 | $1,247,568,789 | -$80,309,623 | $212.26 | 213 |
| 2022 Q2 | 6,282,212 | $1,032,292,259 | -$12,261,577 | $164.30 | 213 |
| 2022 Q1 | 6,154,657 | $2,991,867,989 | +$107,646,941 | $486.32 | 254 |
| 2021 Q4 | 5,965,984 | $3,248,951,490 | +$81,071,391 | $544.49 | 278 |
| 2021 Q3 | 5,657,230 | $3,273,796,386 | -$408,933,527 | $578.40 | 275 |
| 2021 Q2 | 6,358,598 | $4,225,383,586 | +$432,930,848 | $664.50 | 258 |
| 2021 Q1 | 5,666,530 | $3,845,821,514 | -$344,470,232 | $678.80 | 280 |
| 2020 Q4 | 6,396,320 | $2,485,462,936 | -$8,550,140 | $388.55 | 225 |
| 2020 Q3 | 6,743,413 | $1,015,162,826 | -$69,718,142 | $150.56 | 171 |
| 2020 Q2 | 7,256,195 | $858,360,292 | +$5,329,888 | $118.29 | 179 |
| 2020 Q1 | 7,227,211 | $853,540,567 | -$49,669,065 | $118.10 | 165 |
| 2019 Q4 | 7,555,668 | $1,077,596,494 | -$22,729,719 | $142.63 | 175 |
| 2019 Q3 | 7,739,719 | $1,148,046,245 | -$31,033,679 | $148.37 | 170 |
| 2019 Q2 | 7,978,637 | $1,142,758,935 | +$41,934,298 | $143.31 | 159 |
| 2019 Q1 | 7,758,215 | $1,119,157,720 | -$14,221,178 | $144.25 | 172 |
| 2018 Q4 | 7,903,053 | $1,009,572,164 | -$141,328,547 | $127.75 | 173 |
| 2018 Q3 | 8,922,938 | $1,254,599,339 | +$3,539,700 | $140.62 | 177 |
| 2018 Q2 | 8,913,125 | $1,138,734,681 | +$15,664,640 | $127.75 | 173 |
| 2018 Q1 | 8,793,781 | $1,134,343,233 | +$17,634,466 | $128.99 | 168 |
| 2017 Q4 | 8,588,796 | $1,127,783,896 | -$19,755,703 | $131.30 | 182 |
| 2017 Q3 | 8,727,220 | $1,114,638,057 | -$70,400,324 | $127.71 | 162 |
| 2017 Q2 | 8,886,365 | $1,703,250,938 | -$24,444,443 | $191.67 | 164 |
| 2017 Q1 | 9,114,595 | $1,711,767,342 | +$193,782,826 | $187.80 | 174 |
| 2016 Q4 | 9,214,571 | $1,819,068,036 | -$18,826,184 | $197.40 | 193 |
| 2016 Q3 | 9,350,857 | $1,565,025,602 | -$108,619,018 | $167.44 | 183 |
| 2016 Q2 | 9,984,651 | $1,747,669,205 | -$7,840,606 | $175.02 | 193 |
| 2016 Q1 | 10,053,271 | $1,806,934,327 | +$136,480,794 | $179.72 | 203 |
| 2015 Q4 | 9,580,716 | $1,717,405,302 | +$77,818,295 | $179.29 | 187 |
| 2015 Q3 | 9,027,283 | $1,773,532,458 | +$60,875,408 | $196.47 | 204 |
| 2015 Q2 | 8,772,524 | $1,492,035,386 | +$26,430,603 | $170.08 | 180 |
| 2015 Q1 | 8,617,567 | $1,457,887,411 | -$8,104,169 | $169.19 | 166 |
| 2014 Q4 | 8,695,065 | $1,412,019,627 | +$26,252,314 | $162.40 | 170 |
| 2014 Q3 | 8,538,328 | $1,117,225,045 | +$5,433,669 | $130.84 | 147 |
| 2014 Q2 | 8,478,593 | $1,192,231,575 | +$11,301,440 | $140.62 | 149 |
| 2014 Q1 | 8,470,717 | $976,963,564 | -$11,515,138 | $115.39 | 151 |