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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

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.

Institutional holdersQ2 2025: 1,161 institutions
Q1 2021: 287 institutionsQ2 2021: 270 institutionsQ3 2021: 287 institutionsQ4 2021: 290 institutionsQ1 2022: 268 institutionsQ2 2022: 238 institutionsQ3 2022: 231 institutionsQ4 2022: 212 institutionsQ1 2023: 252 institutionsQ2 2023: 271 institutionsQ3 2023: 295 institutionsQ4 2023: 370 institutionsQ1 2024: 530 institutionsQ2 2024: 592 institutionsQ3 2024: 662 institutionsQ4 2024: 993 institutionsQ1 2025: 1,013 institutionsQ2 2025: 1,161 institutionsQ3 2025: 1,087 institutionsQ4 2025: 982 institutionsQ1 2026: 946 institutionsQ2 2026: 852 institutions
Value heldQ2 2025: $55.5B
Q1 2021: $3.86BQ2 2021: $4.24BQ3 2021: $3.30BQ4 2021: $3.26BQ1 2022: $3.00BQ2 2022: $1.05BQ3 2022: $1.25BQ4 2022: $812.8MQ1 2023: $1.92BQ2 2023: $2.39BQ3 2023: $2.29BQ4 2023: $5.14BQ1 2024: $16.4BQ2 2024: $12.5BQ3 2024: $16.0BQ4 2024: $31.1BQ1 2025: $36.2BQ2 2025: $55.5BQ3 2025: $45.1BQ4 2025: $26.6BQ1 2026: $24.7BQ2 2026: $18.2B
Institutions holding MSTR and their total value by quarter
QuarterHoldersValue
Q2 2026852$18.2B
Q1 2026946$24.7B
Q4 2025982$26.6B
Q3 20251,087$45.1B
Q2 20251,161$55.5B
Q1 20251,013$36.2B
Q4 2024993$31.1B
Q3 2024662$16.0B
Q2 2024592$12.5B
Q1 2024530$16.4B
Q4 2023370$5.14B
Q3 2023295$2.29B
Q2 2023271$2.39B
Q1 2023252$1.92B
Q4 2022212$812.8M
Q3 2022231$1.25B
Q2 2022238$1.05B
Q1 2022268$3.00B
Q4 2021290$3.26B
Q3 2021287$3.30B
Q2 2021270$4.24B
Q1 2021287$3.86B

Institutions, Q2 2025

Shares, value and share of portfolio for each institution holding Strategy Inc; share changes are against Q1 2025.

Institutions holding MSTR in Q2 2025
InstitutionSharesValue% of portfolioChange in sharesAction
PrairieView Partners, LLC1$00.00%00.0%Unchanged
Quest 10 Wealth Builders, Inc.1$3070.00%00.0%Unchanged
North Capital, Inc.1$4040.00%−4−80.0%Reduced
IMG Wealth Management, Inc.1$4040.00%+1New
Brown, Lisle/Cummings, Inc.2$6140.00%+1+100.0%Added
Byrne Asset Management LLC2$8080.00%00.0%Unchanged
Duncker Streett & Co Inc2$8080.00%+2New
Proathlete Wealth Management LLC2$8080.00%+2New
Parkworth Wealth Management, Inc.2$8080.00%+2New
Valued Wealth Advisors LLC2$8090.00%00.0%Unchanged
Migdal Insurance & Financial Holdings Ltd.2$1.00K0.00%+2New
DecisionPoint Financial, LLC3$1.12K0.00%+3New
PEAK6 LLC3$1.16K0.00%−154,609−100.0%Reduced
Clear Investment Research, LLC3$1.21K0.00%00.0%Unchanged
Bare Financial Services, Inc3$1.21K0.00%00.0%Unchanged
Kayne Anderson Rudnick Investment Management LLC3$1.21K0.00%+3New
Stone House Investment Management, LLC3$1.21K0.00%+3New
Stephens Consulting, LLC3$1.21K0.00%+3New
Marshall & Sterling Wealth Advisors Inc.3$1.21K0.00%+3New
Jones Financial Companies LLLP4$1.54K0.00%+4New
ZRC Wealth Management, LLC4$1.62K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC4$1.62K0.00%+2+100.0%Added
Financial Management Professionals, Inc.5$2.02K0.00%+1+25.0%Added
Atwood & Palmer Inc5$2.02K0.00%00.0%Unchanged
Whipplewood Advisors, LLC6$2.42K0.00%−43−87.8%Reduced
Evergreen Private Wealth LLC6$2.42K0.00%+6New
TD Capital Management LLC7$2.83K0.00%00.0%Unchanged
Pineridge Advisors LLC7$2.83K0.00%00.0%Unchanged
Evelyn Partners Investment Management Services Ltd7$2.83K0.00%00.0%Unchanged
Tidemark, LLC9$3.64K0.00%−725−98.8%Reduced
Tanglewood Legacy Advisors, LLC9$3.64K0.00%00.0%Unchanged
Tortoise Investment Management, LLC9$3.64K0.00%+9New
Red Tortoise LLC9$3.64K0.00%+9New
Rialto Wealth Management, LLC9$3.64K0.00%+4+80.0%Added
Gordian Capital Singapore Pte Ltd10$4.04K0.01%−1,000−99.0%Reduced
Concord Wealth Partners10$4.04K0.00%00.0%Unchanged
Principia Wealth Advisory, LLC10$4.04K0.00%+2+25.0%Added
S&T Bank12$4.85K0.00%+12New
MJT & Associates Financial Advisory Group, Inc.12$4.85K0.01%00.0%Unchanged
Blue Bell Private Wealth Management, LLC12$4.85K0.00%00.0%Unchanged
Aspect Partners, LLC12$4.85K0.00%00.0%Unchanged
Zions Bancorporation, National Association12$4.85K0.00%+6+100.0%Added
Rise Advisors, LLC13$5.25K0.00%+9+225.0%Added
WealthTrak Capital Management LLC13$5.26K0.00%+5+62.5%Added
Twin Peaks Wealth Advisors, LLC15$5.89K0.00%+15New
RMG Wealth Management LLC14$6.03K0.00%+14New
Trust Co of Vermont15$6.06K0.00%00.0%Unchanged
True Wealth Design, LLC16$6.27K0.00%+11+220.0%Added
Tradewinds Capital Management, LLC16$6.47K0.00%00.0%Unchanged
BankPlus Trust Department17$6.87K0.00%00.0%Unchanged
Hughes Financial Services, LLC18$6.90K0.00%+4+28.6%Added
Raffa Wealth Management, LLC18$7.28K0.00%+1+5.9%Added
Cromwell Holdings LLC18$7.28K0.00%+11+157.1%Added
Brown Brothers Harriman & Co19$7.68K0.00%+19New
Cary Street Partner Investment Advisory LLC19$7.68K0.00%+19New
Plante Moran Financial Advisors, LLC20$8.09K0.00%−49−71.0%Reduced
Addison Advisors LLC20$8.09K0.00%00.0%Unchanged
Sound Income Strategies, LLC20$8.09K0.00%00.0%Unchanged
Fourth Dimension Wealth, LLC20$8.09K0.00%00.0%Unchanged
Delos Wealth Advisors, LLC20$8.09K0.01%+20New
Decker Retirement Planning Inc.20$8.09K0.00%+20New
TD Private Client Wealth LLC21$8.49K0.00%+6+40.0%Added
PFS Partners, LLC21$8.49K0.00%+21New
Bruce G. Allen Investments, LLC23$9.30K0.01%+4+21.1%Added
Kilter Group LLC23$9.30K0.00%+23New
Roble, Belko & Company, Inc25$10.0K0.00%+3+13.6%Added
Minot DeBlois Advisors LLC25$10.1K0.01%00.0%Unchanged
Princeton Global Asset Management LLC25$10.1K0.00%00.0%Unchanged
Pinney & Scofield, Inc.25$10.1K0.01%00.0%Unchanged
Atlantic Trust, LLC27$10.9K0.00%+3+12.5%Added
American Capital Advisory, LLC29$11.7K0.01%+3+11.5%Added
Bessemer Group Inc30$12.0K0.00%00.0%Unchanged
Delta Asset Management LLC30$12.1K0.00%00.0%Unchanged
ORG Wealth Partners, LLC35$13.1K0.00%+32+1,066.7%Added
Cape Investment Advisory, Inc.33$13.3K0.00%00.0%Unchanged
South State Corp.36$14.6K0.00%−87−70.7%Reduced
Albion Financial Group37$15.0K0.00%00.0%Unchanged
Chilton Capital Management LLC38$15.4K0.00%00.0%Unchanged
Contravisory Investment Management, Inc.39$15.8K0.00%+39New
United Community Bank40$16.2K0.01%+40New
Sachetta, LLC41$16.6K0.01%+9+28.1%Added
Briaud Financial Planning, Inc44$17.0K0.01%+44New
Fortitude Family Office, LLC43$17.4K0.01%−47−52.2%Reduced
Frazier Financial Advisors, LLC45$18.2K0.01%00.0%Unchanged
Bell Investment Advisors, Inc45$18.2K0.00%+2+4.7%Added
HM Payson & Co50$20.2K0.00%00.0%Unchanged
Trust Co50$20.2K0.00%00.0%Unchanged
Avalon Trust Co50$20.2K0.00%00.0%Unchanged
Bank of New Hampshire50$20.2K0.01%00.0%Unchanged
Millstone Evans Group, LLC50$20.2K0.01%00.0%Unchanged
Crewe Advisors LLC50$20.2K0.00%+2+4.2%Added
Berbice Capital Management LLC50$20.2K0.01%+5+11.1%Added
Eisler Capital Management Ltd.50$20.2K0.00%+50New
LRI Investments, LLC51$20.6K0.00%+51New
UMA Financial Services, Inc.52$21.0K0.00%−1−1.9%Reduced
Asset Dedication, LLC52$21.0K0.00%+5+10.6%Added
Avion Wealth55$22.0K0.01%+24+77.4%Added
City State Bank55$22.2K0.01%00.0%Unchanged
Highline Wealth Partners LLC58$23.4K0.01%+11+23.4%Added
Painted Porch Advisors LLC60$24.3K0.01%00.0%Unchanged