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 |
|---|---|---|---|---|---|
| O'Shaughnessy Asset Management, LLC | 17,348 | $7.01M | 0.05% | +8,231+90.3% | Added |
| Sanctuary Advisors, LLC | 17,720 | $7.16M | 0.04% | +1,886+11.9% | Added |
| Achmea Investment Management B.V. | 17,725 | $7.17M | 0.09% | +16,824+1,867.3% | Added |
| Coastal Investment Advisors, Inc. | 17,747 | $7.17M | 2.83% | +14+0.1% | Added |
| Quantinno Capital Management LP | 17,767 | $7.18M | 0.03% | +7,573+74.3% | Added |
| HHM Wealth Advisors, LLC | 18,028 | $7.29M | 0.87% | −17−0.1% | Reduced |
| Candriam Luxembourg S.C.A. | 18,118 | $7.32M | 0.04% | +4,342+31.5% | Added |
| Truist Financial Corp | 18,161 | $7.34M | 0.01% | +9,599+112.1% | Added |
| Jefferies Financial Group Inc. | 18,352 | $7.42M | 0.12% | −318−1.7% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 18,606 | $7.51M | 0.02% | +4,441+31.4% | Added |
| Louisiana State Employees Retirement System | 18,600 | $7.52M | 0.14% | +1,200+6.9% | Added |
| Oppenheimer & Co Inc | 18,618 | $7.53M | 0.10% | +5,705+44.2% | Added |
| Profund Advisors LLC | 18,879 | $7.63M | 0.27% | +3,441+22.3% | Added |
| Balyasny Asset Management LLC | 18,900 | $7.64M | 0.02% | +14,061+290.6% | Added |
| Blair William & Co | 19,096 | $7.72M | 0.02% | +3,245+20.5% | Added |
| Manufacturers Life Insurance Company, The | 19,215 | $7.77M | 0.01% | +7,158+59.4% | Added |
| Nations Financial Group Inc, | 19,542 | $7.90M | 0.54% | −14,943−43.3% | Reduced |
| Envestnet Asset Management Inc | 19,936 | $8.06M | 0.00% | +795+4.2% | Added |
| Cushing Asset Management, LP | 20,000 | $8.08M | 0.49% | +20,000 | New |
| Mackenzie Financial Corp | 20,298 | $8.21M | 0.01% | +2,600+14.7% | Added |
| Golden State Wealth Management, LLC | 20,397 | $8.25M | 1.00% | +4,633+29.4% | Added |
| Nisa Investment Advisors, LLC | 20,605 | $8.33M | 0.04% | +4,840+30.7% | Added |
| Titleist Asset Management, LLC | 20,614 | $8.33M | 0.83% | +894+4.5% | Added |
| Nordea Investment Management AB | 21,472 | $8.45M | 0.01% | +3,168+17.3% | Added |
| Berkshire Capital Holdings Inc | 21,140 | $8.55M | 2.99% | −6,580−23.7% | Reduced |
| Pathstone Holdings, LLC | 21,669 | $8.76M | 0.03% | −1,139−5.0% | Reduced |
| Bleakley Financial Group, LLC | 21,784 | $8.81M | 0.22% | +4,817+28.4% | Added |
| AQR Capital Management LLC | 22,569 | $8.83M | 0.01% | +8,724+63.0% | Added |
| Heritage Investors Management Corp | 22,015 | $8.90M | 0.28% | −270−1.2% | Reduced |
| Prudential Financial Inc | 22,180 | $8.97M | 0.01% | +7,527+51.4% | Added |
| Capital International Sarl | 22,203 | $8.98M | 0.17% | −6,919−23.8% | Reduced |
| Finer Wealth Management, Inc. | 22,248 | $8.99M | 4.81% | −681−3.0% | Reduced |
| Quantbot Technologies LP | 22,296 | $9.01M | 0.23% | +18,658+512.9% | Added |
| Macquarie Group Ltd | 22,546 | $9.11M | 0.01% | +6,674+42.0% | Added |
| Tower Research Capital LLC (TRC) | 22,609 | $9.14M | 0.25% | −19,692−46.6% | Reduced |
| Sloy Dahl & Holst, LLC | 22,789 | $9.21M | 1.28% | +3,923+20.8% | Added |
| JustInvest LLC | 22,896 | $9.26M | 0.10% | +7,011+44.1% | Added |
| ASR Vermogensbeheer N.V. | 22,908 | $9.26M | 0.12% | +6,892+43.0% | Added |
| Virginia Retirement Systems Et Al | 23,000 | $9.30M | 0.06% | +7,000+43.8% | Added |
| Strive Asset Management, LLC | 23,149 | $9.36M | 5.63% | +27+0.1% | Added |
| Collar Capital Management, LLC | 23,175 | $9.37M | 7.88% | −383−1.6% | Reduced |
| Pacer Advisors, Inc. | 23,378 | $9.45M | 0.02% | +6,288+36.8% | Added |
| Brinker Capital Investments, LLC | 23,494 | $9.50M | 0.08% | +1,163+5.2% | Added |
| Swiss Life Asset Management Ltd | 23,538 | $9.51M | 0.06% | +6,854+41.1% | Added |
| EagleClaw Capital Managment, LLC | 25,090 | $10.1M | 1.51% | −2,005−7.4% | Reduced |
| X-Square Capital, LLC | 25,257 | $10.2M | 3.67% | +10,400+70.0% | Added |
| Leonteq Securities AG | 25,299 | $10.2M | 0.60% | −8,776−25.8% | Reduced |
| Erste Asset Management GmbH | 27,000 | $10.4M | 0.09% | 00.0% | Unchanged |
| Utah Retirement Systems | 26,104 | $10.6M | 0.11% | +817+3.2% | Added |
| Advisory Services Network, LLC | 26,260 | $10.6M | 0.17% | +18,640+244.6% | Added |
| OP Asset Management Ltd | 26,350 | $10.7M | 0.16% | +2,829+12.0% | Added |
| Rakuten Securities, Inc. | 27,745 | $11.2M | 4.40% | +984+3.7% | Added |
| Clarity Capital Partners LLC | 28,026 | $11.3M | 4.05% | −173−0.6% | Reduced |
| iA Global Asset Management Inc. | 28,106 | $11.4M | 0.17% | +1,940+7.4% | Added |
| Xponance, Inc. | 28,248 | $11.4M | 0.10% | +3,322+13.3% | Added |
| CIBC World Markets Corp | 28,389 | $11.5M | 0.08% | +18,067+175.0% | Added |
| Janney Montgomery Scott LLC | 28,461 | $11.5M | 0.03% | +556+2.0% | Added |
| Pacific Capital Wealth Advisors, Inc | 29,089 | $11.5M | 2.11% | +368+1.3% | Added |
| IHT Wealth Management, LLC | 28,748 | $11.6M | 0.32% | −2,872−9.1% | Reduced |
| Shelton Capital Management | 28,873 | $11.7M | 0.27% | +2,431+9.2% | Added |
| Cresset Asset Management, LLC | 28,938 | $11.7M | 0.06% | −10,562−26.7% | Reduced |
| United Capital Management of KS, Inc. | 29,269 | $11.8M | 1.85% | +38+0.1% | Added |
| Franklin Resources Inc | 30,429 | $12.3M | 0.00% | +12,822+72.8% | Added |
| Rafferty Asset Management, LLC | 32,349 | $13.1M | 0.04% | −10,592−24.7% | Reduced |
| EverSource Wealth Advisors, LLC | 32,691 | $13.2M | 0.60% | +603+1.9% | Added |
| Public Employees Retirement Association of Colorado | 32,709 | $13.2M | 0.05% | +2,142+7.0% | Added |
| Ensign Peak Advisors, Inc | 32,961 | $13.3M | 0.02% | −7,237−18.0% | Reduced |
| American Century Companies Inc | 33,927 | $13.7M | 0.01% | +5,969+21.3% | Added |
| CIBC World Markets Inc. | 34,014 | $13.7M | 0.03% | +24,036+240.9% | Added |
| SBI Securities Co., Ltd. | 34,061 | $13.8M | 0.40% | −2,589−7.1% | Reduced |
| Prospera Financial Services Inc | 34,108 | $13.8M | 0.26% | +23,710+228.0% | Added |
| Qube Research & Technologies Ltd | 34,766 | $14.1M | 0.02% | +34,766 | New |
| Varma Mutual Pension Insurance Co | 35,100 | $14.2M | 0.10% | +7,200+25.8% | Added |
| Russell Investments Group, Ltd. | 36,099 | $14.5M | 0.02% | +4,793+15.3% | Added |
| Sky-Mountain Capital Management, Inc. | 36,429 | $14.6M | 9.73% | +487+1.4% | Added |
| Tudor Investment Corp Et Al | 37,373 | $15.1M | 0.11% | +28,658+328.8% | Added |
| Standard Life Aberdeen plc | 37,776 | $15.2M | 0.03% | +7,828+26.1% | Added |
| Kingswood Wealth Advisors, LLC | 37,614 | $15.2M | 1.20% | +2,183+6.2% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 37,876 | $15.3M | 0.14% | +1,083+2.9% | Added |
| Police & Firemen's Retirement System of New Jersey | 37,932 | $15.3M | 0.14% | +4,304+12.8% | Added |
| ExodusPoint Capital Management, LP | 38,453 | $15.5M | 0.19% | +38,453 | New |
| Vista Investment Partners II, LLC | 38,873 | $15.7M | 7.58% | −1,922−4.7% | Reduced |
| Principal Financial Group Inc | 38,927 | $15.7M | 0.01% | −6,770−14.8% | Reduced |
| British Columbia Investment Management Corp | 38,942 | $15.7M | 0.09% | −4,441−10.2% | Reduced |
| Moors & Cabot, Inc. | 39,220 | $15.9M | 0.74% | −517−1.3% | Reduced |
| SEI Investments Co | 39,905 | $16.1M | 0.02% | +14,296+55.8% | Added |
| AXA S.A. | 40,266 | $16.3M | 0.05% | +4,689+13.2% | Added |
| Capital Fund Management S.A. | 40,661 | $16.4M | 0.18% | +3,428+9.2% | Added |
| USS Investment Management Ltd | 40,953 | $16.6M | 0.10% | +40,953 | New |
| NEOS Investment Management LLC | 41,118 | $16.6M | 0.21% | +18,772+84.0% | Added |
| Private Advisor Group, LLC | 41,457 | $16.8M | 0.09% | −29,546−41.6% | Reduced |
| Man Group plc | 41,956 | $17.0M | 0.04% | +41,956 | New |
| Acorn Financial Advisory Services Inc | 42,318 | $17.1M | 2.80% | −5,420−11.4% | Reduced |
| Consolidated Portfolio Review Corp | 42,532 | $17.2M | 2.38% | −1,472−3.3% | Reduced |
| Capital Wealth Alliance, LLC | 44,091 | $17.8M | 9.58% | +214+0.5% | Added |
| Y-Intercept (Hong Kong) Ltd | 44,622 | $18.0M | 0.44% | +44,622 | New |
| Fiduciary Alliance LLC | 44,918 | $18.2M | 1.35% | +9,937+28.4% | Added |
| DnB Asset Management AS | 46,174 | $18.7M | 0.08% | +6,483+16.3% | Added |
| Independent Financial Group, LLC | 46,401 | $18.8M | 0.52% | +8,286+21.7% | Added |
| IFM Investors Pty Ltd | 47,697 | $19.3M | 0.18% | +4,776+11.1% | Added |