Strategy Inc (MSTR) Institutional Ownership

Ownership Summary

A total of 30 institutions have reported a stake in Strategy Inc (NASDAQ:MSTR) as of December 2025, according to recent 13F filings with the SEC.

• The percentage of Strategy owned by institutions changed from 60.4% in September 2025 to 0.3% in December 2025, marking a slight down trend.
• On a quarter-over-quarter basis, institutional holdings shifted by 125.61%, with a year-over-year a decrease of 96.95% in the count of filers.
• A review of institutional activity for Strategy shows 8 of 30 filers increasing their positions, while 18 reduced their stake, and 4 remained unchanged.
• This class of investors increased its holdings in Strategy to 821.49K shares for the 13F-cycle ending December 2025, up by 457.38K shares quarter on quarter, and down 133.87Mn shares year over year.
• SG Americas Securities, LLC's holding of 728.73K shares as of December 31, 2025 makes it the primary institutional investor in Strategy, owning 0.23% of the stock.
• Among the most significant buyers of Strategy during December 2025 were SG Americas Securities, LLC (507.43K), 180 WEALTH ADVISORS, LLC (2.17K), Dynamic Advisor Solutions LLC (1.89K), Canal Capital Management, LLC (1.61K), NORDEA INVESTMENT MANAGEMENT AB (1.39K).
• Leading sellers of Strategy stock in December 2025 included Teamwork Financial Advisors, LLC (33.09K), PARK AVENUE SECURITIES LLC (14.47K), Maridea Wealth Management LLC (4.96K), Cyndeo Wealth Partners, LLC (1.30K), Magnus Financial Group LLC (1.21K).
• The top 10 institutional holders of Strategy for the quarter ending December 2025 included SG Americas Securities, LLC (728.73K), NORDEA INVESTMENT MANAGEMENT AB (26.35K), Avior Wealth Management, LLC (9.44K), Dynamic Advisor Solutions LLC (8.92K), Assenagon Asset Management S.A. (8.45K), Teamwork Financial Advisors, LLC (4.64K), Maridea Wealth Management LLC (4.00K), PARK AVENUE SECURITIES LLC (3.40K), Wedmont Private Capital (3.10K), NorthCrest Asset Manangement, LLC (2.94K).