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 |
|---|---|---|---|---|---|
| Royal Bank of Canada | 188,657 | $76.3M | 0.01% | +25,748+15.8% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 204,564 | $82.7M | 0.09% | +133,963+189.7% | Added |
| Commonwealth Equity Services, LLC | 207,331 | $83.8M | 0.11% | −31,141−13.1% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 232,967 | $94.2M | 0.08% | +31,915+15.9% | Added |
| State Board of Administration of Florida Retirement System | 240,026 | $97.0M | 0.17% | +18,166+8.2% | Added |
| Stifel Financial Corp | 245,498 | $99.2M | 0.10% | −567−0.2% | Reduced |
| Susquehanna International Group, LLP | 246,720 | $99.7M | 0.15% | −605,018−71.0% | Reduced |
| BNP Paribas Arbitrage, SA | 254,986 | $103.1M | 0.08% | +100,172+64.7% | Added |
| Rhumbline Advisers | 270,056 | $109.2M | 0.09% | +1,650+0.6% | Added |
| New York State Common Retirement Fund | 281,450 | $113.8M | 0.15% | +165,500+142.7% | Added |
| Citigroup Inc | 282,281 | $114.1M | 0.08% | +22,402+8.6% | Added |
| SG Americas Securities, LLC | 290,288 | $117.3M | 0.51% | −18,394−6.0% | Reduced |
| HSBC Holdings PLC | 308,556 | $124.6M | 0.08% | +60,695+24.5% | Added |
| ProShare Advisors LLC | 346,462 | $140.1M | 0.28% | +35,699+11.5% | Added |
| First Trust Advisors LP | 348,731 | $141.0M | 0.11% | −126,698−26.6% | Reduced |
| California State Teachers Retirement System | 387,910 | $156.8M | 0.17% | +50,974+15.1% | Added |
| California Public Employees Retirement System | 410,596 | $166.0M | 0.11% | +53,413+15.0% | Added |
| Voloridge Investment Management, LLC | 419,721 | $169.7M | 0.63% | +402,483+2,334.9% | Added |
| Toroso Investments, LLC | 419,846 | $169.7M | 1.11% | −61,077−12.7% | Reduced |
| CTC LLC | 422,546 | $170.8M | 10.90% | +422,546 | New |
| Mirae Asset Securities (USA) Inc. | 436,124 | $176.3M | 7.78% | +84,799+24.1% | Added |
| Nuveen, LLC | 455,335 | $184.1M | 0.05% | −90,634−16.6% | Reduced |
| Barclays PLC | 501,533 | $202.7M | 0.08% | +50,021+11.1% | Added |
| National Pension Service | 507,093 | $205.0M | 0.18% | +217,358+75.0% | Added |
| National Bank of Canada | 567,946 | $229.6M | 0.25% | −176,742−23.7% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 588,538 | $237.9M | 0.15% | +59,688+11.3% | Added |
| LPL Financial LLC | 651,203 | $263.2M | 0.09% | +26,044+4.2% | Added |
| Deutsche Bank AG | 658,725 | $266.3M | 0.10% | +140,683+27.2% | Added |
| Harvest Portfolios Group Inc. | 708,040 | $286.2M | 6.66% | +456,745+181.8% | Added |
| Natixis | 715,598 | $289.3M | 1.44% | +441,815+161.4% | Added |
| Wells Fargo & Company | 721,783 | $291.8M | 0.06% | +354,571+96.6% | Added |
| Bank of America Corp | 725,862 | $293.4M | 0.02% | +323,393+80.4% | Added |
| Swiss National Bank | 749,300 | $302.9M | 0.18% | +109,500+17.1% | Added |
| Goldman Sachs Group Inc | 791,865 | $320.1M | 0.05% | +459,271+138.1% | Added |
| Bank of New York Mellon Corp | 908,442 | $367.2M | 0.07% | −3,340−0.4% | Reduced |
| Bank of Montreal | 920,353 | $372.0M | 0.19% | +734,164+394.3% | Added |
| Belvedere Trading LLC | 939,151 | $379.6M | 29.91% | +42,379+4.7% | Added |
| Capital World Investors | 1,054,359 | $426.2M | 0.06% | +401,555+61.5% | Added |
| Charles Schwab Investment Management Inc | 1,066,971 | $431.3M | 0.07% | +56,577+5.6% | Added |
| Legal & General Group Plc | 1,168,437 | $472.3M | 0.12% | +187,291+19.1% | Added |
| Hudson Bay Capital Management LP | 1,191,358 | $481.6M | 3.17% | +470,366+65.2% | Added |
| UBS Asset Management Americas Inc | 1,336,029 | $540.1M | 0.11% | +290,512+27.8% | Added |
| Invesco Ltd. | 1,398,098 | $565.2M | 0.10% | +171,940+14.0% | Added |
| Northern Trust Corp | 1,488,075 | $601.5M | 0.08% | +95,409+6.9% | Added |
| UBS Group AG | 1,534,683 | $620.4M | 0.13% | −646,506−29.6% | Reduced |
| Price T Rowe Associates Inc | 1,600,116 | $646.8M | 0.07% | +1,288,104+412.8% | Added |
| Amundi | 1,783,982 | $717.7M | 0.25% | +1,411,500+378.9% | Added |
| Marex Group plc | 1,880,145 | $759.9M | 14.45% | +203,347+12.1% | Added |
| FMR LLC | 2,062,357 | $833.7M | 0.05% | +1,499,669+266.5% | Added |
| Weiss Asset Management LP | 2,208,879 | $892.9M | 14.12% | +992,689+81.6% | Added |
| Norges Bank | 2,976,182 | $1.20B | 0.15% | +319,909+12.0% | Added |
| Capital Research Global Investors | 3,147,454 | $1.27B | 0.25% | +406,180+14.8% | Added |
| JPMorgan Chase & Co | 3,148,136 | $1.27B | 0.09% | +2,024,218+180.1% | Added |
| Geode Capital Management, LLC | 3,521,664 | $1.42B | 0.10% | −614,225−14.9% | Reduced |
| Cantor Fitzgerald, L. P. | 4,415,730 | $1.78B | 43.83% | −238,521−5.1% | Reduced |
| State Street Corp | 5,484,569 | $2.22B | 0.08% | +495,278+9.9% | Added |
| Clear Street LLC | 5,971,971 | $2.41B | 14.24% | +5,971,971 | New |
| Morgan Stanley | 9,195,257 | $3.72B | 0.24% | +1,511,317+19.7% | Added |
| BlackRock, Inc. | 14,189,688 | $5.74B | 0.11% | −229,118−1.6% | Reduced |
| Capital International Investors | 14,631,088 | $5.91B | 1.02% | −48,695−0.3% | Reduced |
| Vanguard Group Inc | 18,539,756 | $7.49B | 0.12% | −2,047,255−9.9% | Reduced |
| Clear Street Derivatives LLC | 0 | $0 | 0.00% | −5,283,815−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −84,369−100.0% | Sold out |
| IMC-Chicago, LLC | 0 | $0 | 0.00% | −58,971−100.0% | Sold out |
| Itau Unibanco Holding S.A. | 0 | $0 | 0.00% | −50,000−100.0% | Sold out |
| Mercer Global Advisors Inc | 0 | $0 | 0.00% | −45,828−100.0% | Sold out |
| Shaolin Capital Management LLC | 0 | $0 | 0.00% | −35,000−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −29,313−100.0% | Sold out |
| Advisor Resource Council | 0 | $0 | 0.00% | −18,689−100.0% | Sold out |
| Corebridge Financial, Inc. | 0 | $0 | 0.00% | −16,691−100.0% | Sold out |
| Sig Brokerage, LP | 0 | $0 | 0.00% | −15,803−100.0% | Sold out |
| HAP Trading, LLC | 0 | $0 | 0.00% | −14,541−100.0% | Sold out |
| SIH Partners, LLLP | 0 | $0 | 0.00% | −13,560−100.0% | Sold out |
| Turim 21 Investimentos Ltda. | 0 | $0 | 0.00% | −11,000−100.0% | Sold out |
| Flow Traders U.S. LLC | 0 | $0 | 0.00% | −10,831−100.0% | Sold out |
| Campion Asset Management LLC | 0 | $0 | 0.00% | −9,940−100.0% | Sold out |
| Cavalier Investments, LLC | 0 | $0 | 0.00% | −8,780−100.0% | Sold out |
| Allstate Corp | 0 | $0 | 0.00% | −8,117−100.0% | Sold out |
| TownSquare Capital, LLC | 0 | $0 | 0.00% | −7,590−100.0% | Sold out |
| DeepCurrents Investment Group LLC | 0 | $0 | 0.00% | −5,972−100.0% | Sold out |
| Teilinger Capital Ltd. | 0 | $0 | 0.00% | −4,601−100.0% | Sold out |
| Illinois Municipal Retirement Fund | 0 | $0 | 0.00% | −4,530−100.0% | Sold out |
| Flaharty Asset Management, LLC | 0 | $0 | 0.00% | −4,055−100.0% | Sold out |
| ING Groep NV | 0 | $0 | 0.00% | −3,418−100.0% | Sold out |
| Garda Capital Partners LP | 0 | $0 | 0.00% | −3,009−100.0% | Sold out |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −2,963−100.0% | Sold out |
| Caisse des Depots Et Consignations | 0 | $0 | 0.00% | −2,404−100.0% | Sold out |
| LaSalle St. Investment Advisors, LLC | 0 | $0 | 0.00% | −2,137−100.0% | Sold out |
| WealthTrust Asset Management, LLC | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| Cascade Financial Partners, LLC | 0 | $0 | 0.00% | −1,900−100.0% | Sold out |
| Castle Rock Wealth Management, LLC | 0 | $0 | 0.00% | −1,751−100.0% | Sold out |
| Asahi Life Asset Management Co., Ltd. | 0 | $0 | 0.00% | −1,430−100.0% | Sold out |
| GR Financial Group, LLC | 0 | $0 | 0.00% | −1,418−100.0% | Sold out |
| Sherbrooke Park Advisers LLC | 0 | $0 | 0.00% | −1,416−100.0% | Sold out |
| Generation Capital Management LLC | 0 | $0 | 0.00% | −1,311−100.0% | Sold out |
| AssuredPartners Investment Advisors, LLC | 0 | $0 | 0.00% | −1,290−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −1,241−100.0% | Sold out |
| SkyOak Wealth, LLC | 0 | $0 | 0.00% | −1,200−100.0% | Sold out |
| Simon Quick Advisors, LLC | 0 | $0 | 0.00% | −1,185−100.0% | Sold out |
| Howard Capital Management Inc. | 0 | $0 | 0.00% | −1,171−100.0% | Sold out |