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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
B & T Capital Management DBA Alpha Capital Management0$00.00%−1,127−100.0%Sold out
Ground Swell Capital, LLC0$00.00%−1,091−100.0%Sold out
Altiora Financial Group, LLC0$00.00%−1,058−100.0%Sold out
JBF Capital, Inc.0$00.00%−1,000−100.0%Sold out
Capital Performance Advisors LLP0$00.00%−980−100.0%Sold out
Buckingham Strategic Partners0$00.00%−931−100.0%Sold out
Thompson Davis & Co., Inc.0$00.00%−910−100.0%Sold out
Financial Partners Group, Inc0$00.00%−891−100.0%Sold out
Index Fund Advisors, Inc.0$00.00%−879−100.0%Sold out
Narus Financial Partners, LLC0$00.00%−875−100.0%Sold out
Peak Planning Group, LLC0$00.00%−852−100.0%Sold out
Almanack Investment Partners, LLC.0$00.00%−815−100.0%Sold out
Scarborough Advisors, LLC0$00.00%−761−100.0%Sold out
RPG Investment Advisory, LLC0$00.00%−756−100.0%Sold out
Eschler Asset Management LLP0$00.00%−749−100.0%Sold out
Northstar Financial Companies, Inc.0$00.00%−700−100.0%Sold out
PSI Advisors, LLC0$00.00%−403−100.0%Sold out
Coston, McIsaac & Partners0$00.00%−400−100.0%Sold out
Richards, Merrill & Peterson, Inc.0$00.00%−215−100.0%Sold out
FSC Wealth Advisors, LLC0$00.00%−210−100.0%Sold out
Capital Analysts, LLC0$00.00%−170−100.0%Sold out
Hexagon Capital Partners LLC0$00.00%−157−100.0%Sold out
Mather Group, LLC.0$00.00%−104−100.0%Sold out
Smallwood Wealth Investment Management, LLC0$00.00%−102−100.0%Sold out
First United Bank Trust0$00.00%−100−100.0%Sold out
Avondale Wealth Management0$00.00%−100−100.0%Sold out
Saudi Central Bank0$00.00%−89−100.0%Sold out
Quadrant Capital Group LLC0$00.00%−44−100.0%Sold out
Quent Capital, LLC0$00.00%−33−100.0%Sold out
PFG Private Wealth Management, LLC0$00.00%−30−100.0%Sold out
Winch Advisory Services, LLC0$00.00%−16−100.0%Sold out
Capital A Wealth Management, LLC0$00.00%−12−100.0%Sold out
Greenline Partners, LLC0$00.00%−9−100.0%Sold out
Washington Trust Co0$00.00%−7−100.0%Sold out
Hazlett, Burt & Watson, Inc.0$00.00%−5−100.0%Sold out
Parallax Volatility Advisers, L.P.0$00.00%−3−100.0%Sold out
Bear Mountain Capital, Inc.0$00.00%−2−100.0%Sold out
Orion Portfolio Solutions, LLC––––Not filed
CAPROCK Group, Inc.––––Not filed
Rakuten Investment Management, Inc.––––Not filed
Credit Agricole S A––––Not filed
Glenmede Trust Co NA––––Not filed
Schechter Investment Advisors, LLC––––Not filed
Lindbrook Capital, LLC––––Not filed
Sandy Spring Bank––––Not filed