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Livermore
Livermore
ZHEN

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.

Other share classesSTRCSTRDSTRFSTRK

Q2 2025 vs. Q1 2025

How the institutions holding Strategy Inc changed between Q1 2025 and Q2 2025.

All holders in Q2 2025All holders in Q1 2025

13F holders of MSTR: Q1 2025 compared with Q2 2025
MeasureQ1 2025Of which not filed for Q2 2025Q2 2025Change
Holders1,01381,161+156
Shares125.4M68.8K137.4M+12.1M (+9.7%)
Value$36.2B$19.9M$55.5B+$19.3B (+53.4%)

8 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (232)

Institutions that held Strategy Inc at the end of Q2 2025 but not at the end of Q1 2025.

Showing the largest 100 of 232 by value.

Institutions new to MSTR in Q2 2025
InstitutionSharesValue% of portfolio
Clear Street LLC5,971,971$2.41B14.24%
CTC LLC422,546$170.8M10.90%
Jain Global LLC134,916$54.5M0.85%
HRT Financial LP124,551$50.3M0.22%
Quantitative Investment Management, LLC92,997$37.6M5.04%
Mn Services Vermogensbeheer B.V.92,500$37.4M0.26%
Stevens Capital Management LP88,977$36.0M9.77%
Swedbank AB79,437$32.1M0.04%
Brevan Howard Capital Management LP75,116$30.4M0.33%
Millennium Management LLC65,540$26.5M0.02%
Zurich Insurance Group Ltd56,885$23.0M0.18%
Two Sigma Investments, LP53,823$21.8M0.04%
Y-Intercept (Hong Kong) Ltd44,622$18.0M0.44%
Man Group plc41,956$17.0M0.04%
USS Investment Management Ltd40,953$16.6M0.10%
ExodusPoint Capital Management, LP38,453$15.5M0.19%
Qube Research & Technologies Ltd34,766$14.1M0.02%
Cushing Asset Management, LP20,000$8.08M0.49%
Spahn Wealth & Retirement LLC19,989$6.41M4.12%
Global Retirement Partners, LLC13,633$5.51M0.14%
Patriot Investment Management Inc.12,109$4.89M0.34%
Belmont Capital, LLC10,304$4.17M0.63%
PKO Investment Management Joint-Stock Co10,000$4.04M0.43%
Caitong International Asset Management Co., Ltd9,557$3.86M2.76%
BIT Capital GmbH9,529$3.85M0.25%
RiverFront Investment Group, LLC8,810$3.56M0.07%
Cubist Systematic Strategies, LLC8,702$3.52M0.04%
Johns Hopkins University8,400$3.40M0.18%
Western Financial Corp7,116$2.88M1.54%
Bellwether Advisors, LLC7,024$2.84M0.48%
111 Capital6,924$2.80M0.48%
Legacy Investment Solutions, LLC6,811$2.75M1.46%
Wahed Invest LLC6,790$2.74M0.42%
Gsa Capital Partners LLP6,730$2.72M0.19%
Graham Capital Management, L.P.6,080$2.46M0.07%
Private Advisory Group LLC5,991$2.42M0.23%
Delta Investment Management, LLC5,553$2.24M0.43%
Engineers Gate Manager LP5,000$2.02M0.03%
Galaxy Group Investments LLC4,480$1.81M0.27%
Lee Johnson Capital Management, LLC3,827$1.55M0.53%
Glaxis Capital Management, LLC3,600$1.46M1.95%
Northeast Financial Group, Inc.3,500$1.41M0.45%
Polianta Ltd3,400$1.37M0.59%
Vise Technologies, Inc.3,331$1.35M0.06%
Glenmede Investment Management, LP3,261$1.32M0.01%
Clough Capital Partners L P3,117$1.26M0.13%
Summit Trail Advisors, LLC2,934$1.19M0.02%
Williamson Legacy Group, LLC2,744$1.11M0.93%
Mediolanum International Funds Ltd2,862$1.10M0.01%
Pinkerton Retirement Specialists, LLC2,538$1.03M0.12%
Capstone Investment Advisors, LLC2,488$1.01M0.01%
Laurion Capital Management LP2,392$966.9K0.11%
Friedenthal Financial2,312$934.6K0.51%
Fedenia Advisers LLC2,215$895.4K0.42%
Q3 Asset Management2,162$874.0K0.31%
Dimensional Fund Advisors LP2,067$835.3K0.00%
Wetherby Asset Management Inc2,037$823.4K0.04%
Allegheny Financial Group LTD2,032$821.8K0.18%
Voleon Capital Management LP1,906$770.5K0.04%
Ritholtz Wealth Management1,787$722.4K0.02%
J. Goldman & Co LP1,716$693.7K0.02%
Tanager Wealth Management LLP1,671$675.5K0.08%
Alpine Global Management, LLC1,641$663.3K0.15%
Centurion Wealth Management LLC1,615$652.8K0.19%
FWL Investment Management, LLC1,587$641.5K0.20%
One Capital Management, LLC1,581$639.1K0.02%
United Asset Strategies, Inc.1,580$638.7K0.05%
Tactive Advisors, LLC1,448$585.3K0.19%
Yeomans Consulting Group, Inc.1,550$578.6K0.24%
Pinebridge Investments, L.P.1,403$567.1K0.00%
SummitTX Capital, L.P.1,400$565.9K0.03%
NewEdge Wealth, LLC1,405$565.0K0.01%
Icapital Wealth LLC1,391$562.3K0.32%
Tradewinds, LLC.1,376$556.1K0.42%
Whitaker-Myers Wealth Managers, LTD.1,361$550.2K0.14%
Wellington Capital Management, Inc.1,200$485.0K0.73%
Custom Index Systems, LLC1,150$464.9K0.22%
Panoramic Investment Advisors, LLC1,130$456.8K0.28%
Aaron Wealth Advisors1,116$451.1K0.05%
Capital Wealth Planning, LLC1,100$444.7K0.00%
Graypoint LLC1,098$443.8K0.02%
Retirement Income Solutions, Inc1,072$433.3K0.08%
Polymer Capital Management (HK) LTD1,050$424.4K0.07%
Avaii Wealth Management, LLC1,040$420.6K0.19%
Oxford Financial Group Ltd1,037$419.2K0.02%
Plan Group Financial, LLC1,029$416.0K0.14%
Magnetar Financial LLC1,081$413.2K0.00%
Bridgewealth Advisory Group, LLC1,015$410.3K0.10%
Kercheville Advisors, LLC1,015$410.3K0.14%
Sanders Morris Harris LLC1,000$404.2K0.10%
Federated Hermes, Inc.979$395.7K0.00%
West Family Investments, Inc.974$393.7K0.10%
Atria Investments LLC970$392.1K0.00%
Principle Wealth Partners LLC969$391.8K0.02%
Vestmark Advisory Solutions, Inc.941$380.4K0.01%
Sherman Porfolios, LLC935$378.0K0.15%
FIL Ltd912$368.7K0.00%
Vicus Capital912$368.7K0.03%
Allspring Global Investments Holdings, LLC986$368.1K0.00%
MASTERINVEST Kapitalanlage GmbH878$354.9K0.04%

Sold out (76)

Institutions that held Strategy Inc at the end of Q1 2025 and filed for Q2 2025 without it.

Institutions that sold out of MSTR in Q2 2025
InstitutionShares, Q1 2025Value, Q1 2025
Clear Street Derivatives LLC5,283,815$1.52B
Virtu Financial LLC84,369$24.3M
IMC-Chicago, LLC58,971$17.0M
Itau Unibanco Holding S.A.50,000$14.4M
Mercer Global Advisors Inc45,828$13.2M
Shaolin Capital Management LLC35,000$10.1M
Simplex Trading, LLC29,313$8.45M
Advisor Resource Council18,689$5.33M
Corebridge Financial, Inc.16,691$4.81M
Sig Brokerage, LP15,803$4.56M
HAP Trading, LLC14,541$4.19M
SIH Partners, LLLP13,560$3.91M
Turim 21 Investimentos Ltda.11,000$3.17M
Flow Traders U.S. LLC10,831$3.12M
Campion Asset Management LLC9,940$2.87M
Cavalier Investments, LLC8,780$2.53M
Allstate Corp8,117$2.34M
TownSquare Capital, LLC7,590$2.19M
DeepCurrents Investment Group LLC5,972$1.72M
Teilinger Capital Ltd.4,601$1.33M
Illinois Municipal Retirement Fund4,530$1.31M
Flaharty Asset Management, LLC4,055$1.17M
ING Groep NV3,418$985.3K
Garda Capital Partners LP3,009$867.4K
FNY Investment Advisers, LLC2,963$854.0K
Caisse des Depots Et Consignations2,404$693.0K
LaSalle St. Investment Advisors, LLC2,137$616.0K
WealthTrust Asset Management, LLC2,000$576.5K
Cascade Financial Partners, LLC1,900$547.7K
Castle Rock Wealth Management, LLC1,751$527.9K
Asahi Life Asset Management Co., Ltd.1,430$412.2K
GR Financial Group, LLC1,418$408.7K
Sherbrooke Park Advisers LLC1,416$408.2K
Generation Capital Management LLC1,311$377.9K
AssuredPartners Investment Advisors, LLC1,290$371.9K
Boothbay Fund Management, LLC1,241$357.7K
SkyOak Wealth, LLC1,200$345.9K
Simon Quick Advisors, LLC1,185$341.5K
Howard Capital Management Inc.1,171$337.6K
B & T Capital Management DBA Alpha Capital Management1,127$324.9K
Ground Swell Capital, LLC1,091$314.5K
Altiora Financial Group, LLC1,058$305.0K
JBF Capital, Inc.1,000$288.3K
Capital Performance Advisors LLP980$282.5K
Buckingham Strategic Partners931$268.4K
Thompson Davis & Co., Inc.910$261.3K
Financial Partners Group, Inc891$256.9K
Index Fund Advisors, Inc.879$253.4K
Narus Financial Partners, LLC875$252.2K
Peak Planning Group, LLC852$245.6K
Almanack Investment Partners, LLC.815$234.9K
Scarborough Advisors, LLC761$219.4K
RPG Investment Advisory, LLC756$217.9K
Eschler Asset Management LLP749$215.9K
Northstar Financial Companies, Inc.700$201.8K
PSI Advisors, LLC403$116.2K
Coston, McIsaac & Partners400$115.0K
Richards, Merrill & Peterson, Inc.215$62.0K
FSC Wealth Advisors, LLC210$60.5K
Capital Analysts, LLC170$49.0K
Hexagon Capital Partners LLC157$45.3K
Mather Group, LLC.104$29.9K
Smallwood Wealth Investment Management, LLC102$29.4K
First United Bank Trust100$28.8K
Avondale Wealth Management100$28.8K
Saudi Central Bank89$25.7K
Quadrant Capital Group LLC44$12.7K
Quent Capital, LLC33$9.51K
PFG Private Wealth Management, LLC30$8.65K
Winch Advisory Services, LLC16$4.61K
Capital A Wealth Management, LLC12$3.46K
Greenline Partners, LLC9$2.59K
Washington Trust Co7$2.02K
Hazlett, Burt & Watson, Inc.5$1.00K
Parallax Volatility Advisers, L.P.3$865
Bear Mountain Capital, Inc.2$763

Not filed for Q2 2025 yet (8)

Institutions that held Strategy Inc at the end of Q1 2025 and haven't filed a 13F for Q2 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding MSTR in Q1 2025 that haven't filed for Q2 2025
InstitutionShares, Q1 2025Value, Q1 2025
Orion Portfolio Solutions, LLC22,331$6.44M
CAPROCK Group, Inc.15,582$4.49M
Rakuten Investment Management, Inc.14,943$4.32M
Credit Agricole S A10,936$3.15M
Glenmede Trust Co NA3,230$931.1K
Schechter Investment Advisors, LLC1,041$300.1K
Lindbrook Capital, LLC622$179.3K
Sandy Spring Bank126$36.3K