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, Q2 2025
Institutional positions in Strategy Inc as of Jun 30, 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
- 1,161
- +156 vs. Q1 2025
- Shares held
- 137.4M
- +12.1M (+9.7%) vs. Q1 2025
- Total value
- $55.5B
- +$19.3B (+53.4%) vs. Q1 2025
- New holders
- 232
- 522 more added
- Sold out
- 76
- 264 more reduced
8 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 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, Q2 2025
Shares, value and share of portfolio for each institution holding Strategy Inc; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 18,539,756 | $7.49B | 0.12% | −2,047,255−9.9% | Reduced |
| Capital International Investors | 14,631,088 | $5.91B | 1.02% | −48,695−0.3% | Reduced |
| BlackRock, Inc. | 14,189,688 | $5.74B | 0.11% | −229,118−1.6% | Reduced |
| Morgan Stanley | 9,195,257 | $3.72B | 0.24% | +1,511,317+19.7% | Added |
| Clear Street LLC | 5,971,971 | $2.41B | 14.24% | +5,971,971 | New |
| State Street Corp | 5,484,569 | $2.22B | 0.08% | +495,278+9.9% | Added |
| Cantor Fitzgerald, L. P. | 4,415,730 | $1.78B | 43.83% | −238,521−5.1% | Reduced |
| Geode Capital Management, LLC | 3,521,664 | $1.42B | 0.10% | −614,225−14.9% | Reduced |
| JPMorgan Chase & Co | 3,148,136 | $1.27B | 0.09% | +2,024,218+180.1% | Added |
| Capital Research Global Investors | 3,147,454 | $1.27B | 0.25% | +406,180+14.8% | Added |
| Norges Bank | 2,976,182 | $1.20B | 0.15% | +319,909+12.0% | Added |
| Weiss Asset Management LP | 2,208,879 | $892.9M | 14.12% | +992,689+81.6% | Added |
| FMR LLC | 2,062,357 | $833.7M | 0.05% | +1,499,669+266.5% | Added |
| Marex Group plc | 1,880,145 | $759.9M | 14.45% | +203,347+12.1% | Added |
| Amundi | 1,783,982 | $717.7M | 0.25% | +1,411,500+378.9% | Added |
| Price T Rowe Associates Inc | 1,600,116 | $646.8M | 0.07% | +1,288,104+412.8% | Added |
| UBS Group AG | 1,534,683 | $620.4M | 0.13% | −646,506−29.6% | Reduced |
| Northern Trust Corp | 1,488,075 | $601.5M | 0.08% | +95,409+6.9% | Added |
| Invesco Ltd. | 1,398,098 | $565.2M | 0.10% | +171,940+14.0% | Added |
| UBS Asset Management Americas Inc | 1,336,029 | $540.1M | 0.11% | +290,512+27.8% | Added |
| Hudson Bay Capital Management LP | 1,191,358 | $481.6M | 3.17% | +470,366+65.2% | Added |
| Legal & General Group Plc | 1,168,437 | $472.3M | 0.12% | +187,291+19.1% | Added |
| Charles Schwab Investment Management Inc | 1,066,971 | $431.3M | 0.07% | +56,577+5.6% | Added |
| Capital World Investors | 1,054,359 | $426.2M | 0.06% | +401,555+61.5% | Added |
| Belvedere Trading LLC | 939,151 | $379.6M | 29.91% | +42,379+4.7% | Added |
| Bank of Montreal | 920,353 | $372.0M | 0.19% | +734,164+394.3% | Added |
| Bank of New York Mellon Corp | 908,442 | $367.2M | 0.07% | −3,340−0.4% | Reduced |
| Goldman Sachs Group Inc | 791,865 | $320.1M | 0.05% | +459,271+138.1% | Added |
| Swiss National Bank | 749,300 | $302.9M | 0.18% | +109,500+17.1% | Added |
| Bank of America Corp | 725,862 | $293.4M | 0.02% | +323,393+80.4% | Added |
| Wells Fargo & Company | 721,783 | $291.8M | 0.06% | +354,571+96.6% | Added |
| Natixis | 715,598 | $289.3M | 1.44% | +441,815+161.4% | Added |
| Harvest Portfolios Group Inc. | 708,040 | $286.2M | 6.66% | +456,745+181.8% | Added |
| Deutsche Bank AG | 658,725 | $266.3M | 0.10% | +140,683+27.2% | Added |
| LPL Financial LLC | 651,203 | $263.2M | 0.09% | +26,044+4.2% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 588,538 | $237.9M | 0.15% | +59,688+11.3% | Added |
| National Bank of Canada | 567,946 | $229.6M | 0.25% | −176,742−23.7% | Reduced |
| National Pension Service | 507,093 | $205.0M | 0.18% | +217,358+75.0% | Added |
| Barclays PLC | 501,533 | $202.7M | 0.08% | +50,021+11.1% | Added |
| Nuveen, LLC | 455,335 | $184.1M | 0.05% | −90,634−16.6% | Reduced |
| Mirae Asset Securities (USA) Inc. | 436,124 | $176.3M | 7.78% | +84,799+24.1% | Added |
| CTC LLC | 422,546 | $170.8M | 10.90% | +422,546 | New |
| Toroso Investments, LLC | 419,846 | $169.7M | 1.11% | −61,077−12.7% | Reduced |
| Voloridge Investment Management, LLC | 419,721 | $169.7M | 0.63% | +402,483+2,334.9% | Added |
| California Public Employees Retirement System | 410,596 | $166.0M | 0.11% | +53,413+15.0% | Added |
| California State Teachers Retirement System | 387,910 | $156.8M | 0.17% | +50,974+15.1% | Added |
| First Trust Advisors LP | 348,731 | $141.0M | 0.11% | −126,698−26.6% | Reduced |
| ProShare Advisors LLC | 346,462 | $140.1M | 0.28% | +35,699+11.5% | Added |
| HSBC Holdings PLC | 308,556 | $124.6M | 0.08% | +60,695+24.5% | Added |
| SG Americas Securities, LLC | 290,288 | $117.3M | 0.51% | −18,394−6.0% | Reduced |
| Citigroup Inc | 282,281 | $114.1M | 0.08% | +22,402+8.6% | Added |
| New York State Common Retirement Fund | 281,450 | $113.8M | 0.15% | +165,500+142.7% | Added |
| Rhumbline Advisers | 270,056 | $109.2M | 0.09% | +1,650+0.6% | Added |
| BNP Paribas Arbitrage, SA | 254,986 | $103.1M | 0.08% | +100,172+64.7% | Added |
| Susquehanna International Group, LLP | 246,720 | $99.7M | 0.15% | −605,018−71.0% | Reduced |
| Stifel Financial Corp | 245,498 | $99.2M | 0.10% | −567−0.2% | Reduced |
| State Board of Administration of Florida Retirement System | 240,026 | $97.0M | 0.17% | +18,166+8.2% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 232,967 | $94.2M | 0.08% | +31,915+15.9% | Added |
| Commonwealth Equity Services, LLC | 207,331 | $83.8M | 0.11% | −31,141−13.1% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 204,564 | $82.7M | 0.09% | +133,963+189.7% | Added |
| Royal Bank of Canada | 188,657 | $76.3M | 0.01% | +25,748+15.8% | Added |
| Aviva PLC | 185,087 | $74.8M | 0.15% | +55,713+43.1% | Added |
| Ossiam | 184,402 | $74.5M | 0.84% | +79,215+75.3% | Added |
| Victory Capital Management Inc | 184,273 | $74.5M | 0.05% | +7,874+4.5% | Added |
| Storebrand Asset Management AS | 163,420 | $66.1M | 0.19% | +24,663+17.8% | Added |
| Walleye Trading LLC | 160,859 | $65.0M | 1.59% | +97,653+154.5% | Added |
| BLKBRD Asset Management, LP | 159,261 | $64.4M | 36.29% | +60,296+60.9% | Added |
| Jane Street Group, LLC | 159,156 | $64.3M | 0.10% | +134,787+553.1% | Added |
| Group One Trading, L.P. | 157,346 | $63.6M | 2.08% | +11,282+7.7% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 155,360 | $62.8M | 0.12% | −4,161−2.6% | Reduced |
| CI Private Wealth, LLC | 148,054 | $59.8M | 0.09% | +71,075+92.3% | Added |
| Horizon Kinetics Asset Management LLC | 145,499 | $58.8M | 0.70% | −15,996−9.9% | Reduced |
| Van Eck Associates Corp | 140,024 | $56.6M | 0.06% | +11,576+9.0% | Added |
| Korea Investment CORP | 137,194 | $55.5M | 0.12% | +41,327+43.1% | Added |
| Jain Global LLC | 134,916 | $54.5M | 0.85% | +134,916 | New |
| Strong Tower Advisory Services | 134,075 | $54.2M | 10.69% | −1,379−1.0% | Reduced |
| State of Wisconsin Investment Board | 132,202 | $53.4M | 0.13% | +4,674+3.7% | Added |
| Treasurer of the State of North Carolina | 129,344 | $52.3M | 0.17% | +21,419+19.8% | Added |
| Mariner, LLC | 127,008 | $51.3M | 0.07% | +41,445+48.4% | Added |
| Robeco Institutional Asset Management B.V. | 125,650 | $50.8M | 0.08% | +54,144+75.7% | Added |
| Aspiring Ventures, LLC | 124,634 | $50.4M | 22.62% | +7,791+6.7% | Added |
| Cetera Investment Advisers | 124,569 | $50.4M | 0.08% | +7,000+6.0% | Added |
| HRT Financial LP | 124,551 | $50.3M | 0.22% | +124,551 | New |
| KBC Group NV | 114,376 | $46.2M | 0.12% | +19,383+20.4% | Added |
| Royal London Asset Management Ltd | 113,451 | $45.9M | 0.10% | +3,382+3.1% | Added |
| Danske Bank A/S | 110,360 | $44.6M | 0.11% | −4,168−3.6% | Reduced |
| Foundations Investment Advisors, LLC | 109,762 | $44.4M | 0.70% | +2,733+2.6% | Added |
| Advisor Group Holdings, Inc. | 109,061 | $44.1M | 0.08% | −9,656−8.1% | Reduced |
| TD Asset Management Inc | 107,991 | $43.7M | 0.04% | +19,565+22.1% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 106,793 | $43.2M | 0.10% | +5,566+5.5% | Added |
| Jump Financial, LLC | 103,188 | $41.7M | 0.51% | −234,435−69.4% | Reduced |
| Pictet Asset Management Holding SA | 101,945 | $41.2M | 0.04% | +18,568+22.3% | Added |
| Public Employees Retirement System of Ohio | 101,880 | $41.2M | 0.14% | +21,499+26.7% | Added |
| Asset Management One Co.,Ltd. | 100,482 | $40.6M | 0.13% | +12,054+13.6% | Added |
| Cambridge Investment Research Advisors, Inc. | 100,212 | $40.5M | 0.12% | −11,623−10.4% | Reduced |
| Raymond James Financial Inc | 99,897 | $40.4M | 0.01% | +9,059+10.0% | Added |
| Creative Planning | 99,788 | $40.3M | 0.03% | −10,717−9.7% | Reduced |
| Schroder Investment Management Group | 97,942 | $39.6M | 0.03% | +38,737+65.4% | Added |
| Neuberger Berman Group LLC | 97,901 | $39.6M | 0.03% | +39,036+66.3% | Added |
| Vident Advisory, LLC | 97,723 | $39.5M | 0.44% | +86,361+760.1% | Added |