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 |
|---|---|---|---|---|---|
| MML Investors Services, LLC | 48,710 | $19.7M | 0.06% | +4,916+11.2% | Added |
| Twin Tree Management, LP | 49,011 | $19.8M | 0.50% | −48,574−49.8% | Reduced |
| Madden Securities Corp | 49,296 | $19.9M | 6.68% | +26+0.1% | Added |
| Avantax Advisory Services, Inc. | 49,309 | $19.9M | 0.11% | +1,288+2.7% | Added |
| GWM Advisors LLC | 49,867 | $20.2M | 0.10% | +3,419+7.4% | Added |
| Compass Ion Advisors, LLC | 50,248 | $20.3M | 2.20% | −3,854−7.1% | Reduced |
| Forsta Ap-Fonden | 50,400 | $20.4M | 0.13% | +4,800+10.5% | Added |
| GF Fund Management Co. Ltd. | 50,589 | $20.4M | 0.41% | −699−1.4% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 50,914 | $20.6M | 0.03% | −414−0.8% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 50,983 | $20.6M | 0.09% | +6,500+14.6% | Added |
| CIBC Asset Management Inc | 53,501 | $21.6M | 0.07% | +2,233+4.4% | Added |
| Two Sigma Investments, LP | 53,823 | $21.8M | 0.04% | +53,823 | New |
| Daiwa Securities Group Inc. | 54,436 | $22.3M | 0.08% | +3,361+6.6% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 55,401 | $22.4M | 0.22% | +45,076+436.6% | Added |
| Wealthfront Advisers LLC | 55,614 | $22.5M | 0.06% | −1,645−2.9% | Reduced |
| Voya Investment Management LLC | 56,399 | $22.8M | 0.02% | −16,991−23.2% | Reduced |
| Independent Advisor Alliance | 56,826 | $23.0M | 0.66% | −1,282−2.2% | Reduced |
| Zurich Insurance Group Ltd | 56,885 | $23.0M | 0.18% | +56,885 | New |
| Kestra Advisory Services, LLC | 59,167 | $23.9M | 0.12% | +1,336+2.3% | Added |
| Ameriprise Financial Inc | 59,429 | $24.0M | 0.01% | +3,089+5.5% | Added |
| Guggenheim Capital LLC | 60,200 | $24.3M | 0.20% | +16,054+36.4% | Added |
| Mirae Asset Global Investments Co., Ltd. | 61,073 | $24.7M | 0.09% | +10,185+20.0% | Added |
| Exchange Traded Concepts, LLC | 61,439 | $24.8M | 0.32% | −6,246−9.2% | Reduced |
| EULAV Asset Management | 62,500 | $25.3M | 0.59% | −12,500−16.7% | Reduced |
| Nissay Asset Management Corp | 63,925 | $25.8M | 0.15% | +7,052+12.4% | Added |
| Toronto Dominion Bank | 64,064 | $25.9M | 0.06% | +18,485+40.6% | Added |
| Sassicaia Capital Advisers LLC | 64,410 | $26.0M | 16.38% | +62,510+3,290.0% | Added |
| Millennium Management LLC | 65,540 | $26.5M | 0.02% | +65,540 | New |
| Renaissance Technologies LLC | 264,599 | $26.5M | 0.04% | +243,799+1,172.1% | Added |
| Generali Asset Management SPA SGR | 67,806 | $27.4M | 0.62% | +2,679+4.1% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 68,353 | $27.6M | 0.07% | +18,671+37.6% | Added |
| Correct Capital Wealth Management | 68,721 | $27.8M | 5.41% | −119,742−63.5% | Reduced |
| Rockefeller Capital Management L.P. | 69,248 | $28.0M | 0.06% | +406+0.6% | Added |
| Kapstone Financial Advisors LLC | 70,485 | $28.5M | 14.21% | +1,785+2.6% | Added |
| Schonfeld Strategic Advisors LLC | 71,173 | $28.8M | 0.22% | +69,873+5,374.8% | Added |
| Accuvest Global Advisors | 71,795 | $29.0M | 18.88% | −13,027−15.4% | Reduced |
| Arizona State Retirement System | 72,315 | $29.2M | 0.17% | +5,792+8.7% | Added |
| Lansforsakringar Fondforvaltning AB (publ) | 74,974 | $30.3M | 0.17% | +17,065+29.5% | Added |
| Teacher Retirement System of Texas | 75,075 | $30.3M | 0.13% | +2,480+3.4% | Added |
| Brevan Howard Capital Management LP | 75,116 | $30.4M | 0.33% | +75,116 | New |
| STRS Ohio | 76,801 | $31.0M | 0.12% | +73,661+2,345.9% | Added |
| Squarepoint Ops LLC | 77,034 | $31.1M | 0.07% | −16,899−18.0% | Reduced |
| Resona Asset Management Co.,Ltd. | 77,914 | $31.3M | 0.15% | +9,338+13.6% | Added |
| Wolverine Trading, LLC | 82,933 | $31.8M | 0.81% | +39,827+92.4% | Added |
| Swedbank AB | 79,437 | $32.1M | 0.04% | +79,437 | New |
| D. E. Shaw & Co., Inc. | 80,143 | $32.4M | 0.03% | +34,084+74.0% | Added |
| Alliancebernstein L.P. | 82,308 | $33.3M | 0.01% | −16,766−16.9% | Reduced |
| HighTower Advisors, LLC | 82,664 | $33.4M | 0.04% | +6,718+8.8% | Added |
| State of New Jersey Common Pension Fund D | 83,451 | $33.7M | 0.13% | +6,836+8.9% | Added |
| Nomura Asset Management Co Ltd | 84,250 | $34.1M | 0.09% | +10,260+13.9% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 86,310 | $34.9M | 0.06% | +1,064+1.2% | Added |
| Nomura Holdings Inc | 86,937 | $35.1M | 0.28% | +14,603+20.2% | Added |
| Handelsbanken Fonder AB | 88,637 | $35.8M | 0.13% | +38,577+77.1% | Added |
| Stevens Capital Management LP | 88,977 | $36.0M | 9.77% | +88,977 | New |
| KLP Kapitalforvaltning AS | 89,500 | $36.2M | 0.16% | +13,000+17.0% | Added |
| Shariaportfolio, Inc. | 90,138 | $36.4M | 15.60% | +2,541+2.9% | Added |
| LMR Partners LLP | 91,682 | $37.1M | 0.58% | −16,446−15.2% | Reduced |
| Mn Services Vermogensbeheer B.V. | 92,500 | $37.4M | 0.26% | +92,500 | New |
| Quantitative Investment Management, LLC | 92,997 | $37.6M | 5.04% | +92,997 | New |
| Healthcare of Ontario Pension Plan Trust Fund | 93,273 | $37.7M | 0.08% | −14,072−13.1% | Reduced |
| Great West Life Assurance Co | 96,889 | $39.2M | 0.06% | +9,237+10.5% | Added |
| Vident Advisory, LLC | 97,723 | $39.5M | 0.44% | +86,361+760.1% | Added |
| Neuberger Berman Group LLC | 97,901 | $39.6M | 0.03% | +39,036+66.3% | Added |
| Schroder Investment Management Group | 97,942 | $39.6M | 0.03% | +38,737+65.4% | Added |
| Creative Planning | 99,788 | $40.3M | 0.03% | −10,717−9.7% | Reduced |
| Raymond James Financial Inc | 99,897 | $40.4M | 0.01% | +9,059+10.0% | Added |
| Cambridge Investment Research Advisors, Inc. | 100,212 | $40.5M | 0.12% | −11,623−10.4% | Reduced |
| Asset Management One Co.,Ltd. | 100,482 | $40.6M | 0.13% | +12,054+13.6% | Added |
| Public Employees Retirement System of Ohio | 101,880 | $41.2M | 0.14% | +21,499+26.7% | Added |
| Pictet Asset Management Holding SA | 101,945 | $41.2M | 0.04% | +18,568+22.3% | Added |
| Jump Financial, LLC | 103,188 | $41.7M | 0.51% | −234,435−69.4% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 106,793 | $43.2M | 0.10% | +5,566+5.5% | Added |
| TD Asset Management Inc | 107,991 | $43.7M | 0.04% | +19,565+22.1% | Added |
| Advisor Group Holdings, Inc. | 109,061 | $44.1M | 0.08% | −9,656−8.1% | Reduced |
| Foundations Investment Advisors, LLC | 109,762 | $44.4M | 0.70% | +2,733+2.6% | Added |
| Danske Bank A/S | 110,360 | $44.6M | 0.11% | −4,168−3.6% | Reduced |
| Royal London Asset Management Ltd | 113,451 | $45.9M | 0.10% | +3,382+3.1% | Added |
| KBC Group NV | 114,376 | $46.2M | 0.12% | +19,383+20.4% | Added |
| HRT Financial LP | 124,551 | $50.3M | 0.22% | +124,551 | New |
| Cetera Investment Advisers | 124,569 | $50.4M | 0.08% | +7,000+6.0% | Added |
| Aspiring Ventures, LLC | 124,634 | $50.4M | 22.62% | +7,791+6.7% | Added |
| Robeco Institutional Asset Management B.V. | 125,650 | $50.8M | 0.08% | +54,144+75.7% | Added |
| Mariner, LLC | 127,008 | $51.3M | 0.07% | +41,445+48.4% | Added |
| Treasurer of the State of North Carolina | 129,344 | $52.3M | 0.17% | +21,419+19.8% | Added |
| State of Wisconsin Investment Board | 132,202 | $53.4M | 0.13% | +4,674+3.7% | Added |
| Strong Tower Advisory Services | 134,075 | $54.2M | 10.69% | −1,379−1.0% | Reduced |
| Jain Global LLC | 134,916 | $54.5M | 0.85% | +134,916 | New |
| Korea Investment CORP | 137,194 | $55.5M | 0.12% | +41,327+43.1% | Added |
| Van Eck Associates Corp | 140,024 | $56.6M | 0.06% | +11,576+9.0% | Added |
| Horizon Kinetics Asset Management LLC | 145,499 | $58.8M | 0.70% | −15,996−9.9% | Reduced |
| CI Private Wealth, LLC | 148,054 | $59.8M | 0.09% | +71,075+92.3% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 155,360 | $62.8M | 0.12% | −4,161−2.6% | Reduced |
| Group One Trading, L.P. | 157,346 | $63.6M | 2.08% | +11,282+7.7% | Added |
| Jane Street Group, LLC | 159,156 | $64.3M | 0.10% | +134,787+553.1% | Added |
| BLKBRD Asset Management, LP | 159,261 | $64.4M | 36.29% | +60,296+60.9% | Added |
| Walleye Trading LLC | 160,859 | $65.0M | 1.59% | +97,653+154.5% | Added |
| Storebrand Asset Management AS | 163,420 | $66.1M | 0.19% | +24,663+17.8% | Added |
| Victory Capital Management Inc | 184,273 | $74.5M | 0.05% | +7,874+4.5% | Added |
| Ossiam | 184,402 | $74.5M | 0.84% | +79,215+75.3% | Added |
| Aviva PLC | 185,087 | $74.8M | 0.15% | +55,713+43.1% | Added |