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 |
|---|---|---|---|---|---|
| CBIZ Investment Advisory Services, LLC | 62 | $25.1K | 0.00% | +28+82.4% | Added |
| CarsonAllaria Wealth Management, Ltd. | 63 | $25.5K | 0.01% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 74 | $27.6K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Advisors | 80 | $32.3K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 81 | $32.7K | 0.01% | −47−36.7% | Reduced |
| Binnacle Investments Inc | 83 | $33.6K | 0.02% | +69+492.9% | Added |
| First PREMIER Bank | 84 | $34.0K | 0.01% | 00.0% | Unchanged |
| Transce3nd, LLC | 87 | $35.2K | 0.01% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 87 | $35.2K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 87 | $35.2K | 0.00% | +87 | New |
| Game Plan Financial Advisors, LLC | 88 | $35.6K | 0.02% | 00.0% | Unchanged |
| Maseco LLP | 90 | $36.4K | 0.00% | +90 | New |
| Safe Harbor Fiduciary, LLC | 92 | $37.2K | 0.03% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 95 | $38.4K | 0.00% | −77−44.8% | Reduced |
| Semmax Financial Advisors Inc. | 100 | $39.5K | 0.01% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 100 | $40.4K | 0.02% | −85−45.9% | Reduced |
| Umb Bank N A | 100 | $40.4K | 0.00% | −3−2.9% | Reduced |
| Garde Capital, Inc. | 100 | $40.4K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 100 | $40.4K | 0.02% | +50+100.0% | Added |
| Boreal Capital Management LLC | 100 | $40.4K | 0.03% | +100 | New |
| Private Wealth Management Group, LLC | 101 | $40.8K | 0.01% | −4−3.8% | Reduced |
| MV Capital Management, Inc. | 101 | $40.8K | 0.00% | +13+14.8% | Added |
| Meeder Asset Management Inc | 103 | $41.6K | 0.00% | +13+14.4% | Added |
| Montag A & Associates Inc | 105 | $42.4K | 0.00% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 107 | $43.3K | 0.03% | +35+48.6% | Added |
| Horrell Capital Management, Inc. | 108 | $43.7K | 0.02% | +1+0.9% | Added |
| Covestor Ltd | 112 | $46.0K | 0.03% | −2−1.8% | Reduced |
| SJS Investment Consulting Inc. | 117 | $47.3K | 0.01% | +24+25.8% | Added |
| E Fund Management (Hong Kong) Co., Ltd. | 118 | $47.7K | 0.05% | +43+57.3% | Added |
| Quest Partners LLC | 122 | $49.3K | 0.00% | +100+454.5% | Added |
| ORG Partners LLC | 136 | $50.8K | 0.01% | +61+81.3% | Added |
| Atlantic Union Bankshares Corp | 126 | $50.9K | 0.00% | +126 | New |
| V-Square Quantitative Management LLC | 126 | $50.9K | 0.01% | +126 | New |
| Dunhill Financial, LLC | 128 | $52.1K | 0.02% | +36+39.1% | Added |
| DT Investment Partners, LLC | 130 | $52.5K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 134 | $54.2K | 0.02% | −632−82.5% | Reduced |
| Nemes Rush Group LLC | 136 | $55.0K | 0.01% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 148 | $59.8K | 0.00% | −26−14.9% | Reduced |
| Arlington Trust Co LLC | 149 | $60.2K | 0.01% | +69+86.3% | Added |
| Indiana Trust & Investment Management CO | 150 | $60.6K | 0.02% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 157 | $63.5K | 0.02% | +2+1.3% | Added |
| Stonehage Fleming Financial Services Holdings Ltd | 160 | $64.7K | 0.00% | −275−63.2% | Reduced |
| Hopwood Financial Services, Inc. | 160 | $64.7K | 0.05% | −15−8.6% | Reduced |
| Activest Wealth Management | 171 | $69.1K | 0.02% | +5+3.0% | Added |
| St Germain D J Co Inc | 177 | $71.5K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 251 | $72.4K | 0.04% | +251 | New |
| Parkside Financial Bank & Trust | 180 | $72.8K | 0.01% | +51+39.5% | Added |
| Darwin Advisors, LLC | 190 | $76.8K | 0.03% | 00.0% | Unchanged |
| TFC Financial Management | 190 | $76.8K | 0.01% | −18−8.7% | Reduced |
| Global Wealth Strategies & Associates | 193 | $78.0K | 0.02% | −215−52.7% | Reduced |
| Private Wealth Asset Management, LLC | 195 | $78.8K | 0.01% | +189+3,150.0% | Added |
| Costello Asset Management, INC | 200 | $80.8K | 0.03% | 00.0% | Unchanged |
| Fairman Group, LLC | 200 | $80.8K | 0.07% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 204 | $82.5K | 0.03% | +204 | New |
| Glen Eagle Advisors, LLC | 211 | $85.3K | 0.01% | +11+5.5% | Added |
| Grove Bank & Trust | 211 | $85.3K | 0.01% | +131+163.8% | Added |
| HighMark Wealth Management LLC | 215 | $86.9K | 0.04% | 00.0% | Unchanged |
| CVA Family Office, LLC | 219 | $88.5K | 0.01% | +13+6.3% | Added |
| Moisand Fitzgerald Tamayo, LLC | 222 | $89.7K | 0.01% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 227 | $91.8K | 0.01% | +227 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 231 | $93.4K | 0.01% | 00.0% | Unchanged |
| Quarry LP | 231 | $93.4K | 0.02% | −258−52.8% | Reduced |
| Dogwood Wealth Management LLC | 236 | $93.7K | 0.05% | +60+34.1% | Added |
| DAGCO, Inc. | 237 | $95.8K | 0.03% | 00.0% | Unchanged |
| AlphaCore Capital LLC | 237 | $95.9K | 0.00% | +237 | New |
| Westside Investment Management, Inc. | 247 | $98.6K | 0.02% | +41+19.9% | Added |
| Burkett Financial Services, LLC | 250 | $101.1K | 0.04% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 253 | $102.3K | 0.00% | +4+1.6% | Added |
| Cornerstone Planning Group LLC | 276 | $103.6K | 0.02% | +10+3.8% | Added |
| Ancora Advisors, LLC | 260 | $105.3K | 0.00% | +20+8.3% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 263 | $106.0K | 0.00% | +131+99.2% | Added |
| Hantz Financial Services, Inc. | 278 | $112.0K | 0.00% | +278 | New |
| CX Institutional | 282 | $114.0K | 0.00% | −9−3.1% | Reduced |
| Jackson Square Capital, LLC | 283 | $114.4K | 0.03% | +283 | New |
| Eq Wealth Advisors, LLC | 307 | $124.1K | 0.08% | 00.0% | Unchanged |
| Optimum Investment Advisors | 310 | $125.3K | 0.05% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 310 | $125.3K | 0.01% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 310 | $125.3K | 0.03% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 434 | $125.7K | 0.01% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 330 | $133.4K | 0.04% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 341 | $137.8K | 0.03% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 347 | $140.3K | 0.00% | +316+1,019.4% | Added |
| Riggs Asset Managment Co. Inc. | 351 | $141.9K | 0.03% | +290+475.4% | Added |
| GeoWealth Management, LLC | 376 | $152.0K | 0.01% | +115+44.1% | Added |
| Capital Advisors, Ltd. LLC | 392 | $158.0K | 0.02% | +12+3.2% | Added |
| S.A. Mason LLC | 392 | $158.5K | 0.08% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 490 | $182.8K | 0.00% | −153−23.8% | Reduced |
| Vestor Capital, LLC | 1,245 | $186.0K | 0.02% | +792+174.8% | Added |
| Compagnie Lombard Odier SCmA | 464 | $187.6K | 0.00% | +149+47.3% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 495 | $200.1K | 0.06% | +130+35.6% | Added |
| Patriot Financial Group Insurance Agency, LLC | 496 | $200.5K | 0.02% | +496 | New |
| SAM Advisors, LLC | 496 | $200.5K | 0.07% | +496 | New |
| Ieq Capital, LLC | 499 | $201.7K | 0.00% | +499 | New |
| Whitener Capital Management, Inc. | 500 | $202.1K | 0.05% | −500−50.0% | Reduced |
| Triglav Skladi, D.O.O. | 500 | $202.1K | 0.01% | 00.0% | Unchanged |
| Cary Street Partners Financial LLC | 500 | $202.1K | 0.01% | +500 | New |
| Roundview Capital LLC | 500 | $202.1K | 0.01% | +500 | New |
| Oarsman Capital, Inc. | 500 | $202.1K | 0.03% | +500 | New |
| B&D White Capital Company, LLC | 500 | $202.1K | 0.03% | +500 | New |
| Sara-Bay Financial | 500 | $202.1K | 0.07% | +500 | New |