Strategy Inc. (mstr 12 Perp A.)Preferred / convertible

13F holders, Q4 2025 (December 31)
1holders
1new positions
1sold out
$98.80avg. 13F price*

At the end of Q4 2025, 1 institutions reported holding Strategy Inc. (mstr 12 Perp A.) in their 13F filings, unchanged from Q3 2025. 1 opened new positions and 1 sold out. The largest holder was Ethos Financial Group, LLC ($249K).

Company
Strategy Inc. (mstr 12 Perp A.)
CUSIP
594972853
Latest filing quarter
Q2 2026

History

Number of 13F holders

012 Q3 2025: 1Q3 2025Q4 2025: 1Q4 2025Q1 2026: 2Q1 2026Q2 2026: 1Q2 2026

Total Exit/New Position Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions1$249K
Exits1$58K

All 13F filers, Q3 2025 → Q4 2025: 2,521 shares bought and 600 shares sold, net +1,921 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1 holders

Ethos Financial Group, LLC — New 2,521 $249K

"% of holder's portfolio" is STRATEGY INC (MSTR 12 PERP A.)'s weight in each manager's 13F, not the share of Strategy Inc. (mstr 12 Perp A.) the manager owns.