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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
Sprott Inc.502$202.9K0.01%+502New
Ingalls & Snyder LLC502$203.0K0.01%+502New
Journey Advisory Group, LLC503$203.3K0.02%+503New
Grandview Asset Management LLC507$205.0K0.07%+507New
Garrett Investment Advisors LLC510$206.2K0.02%+510New
Second Line Capital, LLC510$206.2K0.05%+510New
Canopy Partners, LLC515$208.2K0.08%+515New
Smith Thornton Advisors LLC515$208.2K0.12%+515New
Patton Fund Management, Inc.517$209.0K0.05%+517New
Sentry LLC518$209.4K0.04%+518New
New Insight Wealth Advisors518$209.4K0.09%+518New
Webster Bank, N. A.520$210.2K0.02%00.0%Unchanged
Naples Global Advisors, LLC520$210.2K0.02%+520New
Quartz Partners, LLC520$210.2K0.10%+520New
Global Assets Advisory, LLC565$210.9K0.08%−1,175−67.5%Reduced
Dana Investment Advisors, Inc.523$211.4K0.01%+523New
Bridgewater Advisors Inc.536$211.5K0.02%+536New
Three Seasons Wealth, LLC527$213.0K0.02%+527New
Pinnacle Wealth Planning Services, Inc.528$213.4K0.03%+528New
Oxinas Partners Wealth Management LLC529$213.8K0.11%+529New
Essex LLC530$214.2K0.04%+530New
Dorsey & Whitney Trust CO LLC532$215.2K0.01%+532New
Element Wealth, LLC532$215.2K0.10%+532New
Versant Capital Management, Inc537$217.1K0.03%+190+54.8%Added
SCS Capital Management LLC538$217.5K0.00%+538New
Aspen Grove Capital, LLC539$217.9K0.04%+539New
Birchcreek Wealth Management, LLC540$218.2K0.12%+540New
PDS Planning, Inc541$218.7K0.02%+541New
EPG Wealth Management LLC541$218.7K0.07%+541New
Wealth Group Ltd545$220.3K0.06%+545New
Waterloo Capital, L.P.550$222.3K0.02%+550New
Gemmer Asset Management LLC551$222.7K0.02%+551New
Smartleaf Asset Management LLC583$223.8K0.02%−113−16.2%Reduced
Objective Capital Management, LLC557$225.2K0.25%+557New
Crux Wealth Advisors558$225.6K0.10%+558New
Ameritas Advisory Services, LLC559$226.0K0.01%−1,801−76.3%Reduced
Formidable Asset Management, LLC789$227.4K0.04%00.0%Unchanged
Pin Oak Investment Advisors Inc791$228.0K0.19%+223+39.3%Added
Capital Investment Advisors, LLC566$228.9K0.00%−610−51.9%Reduced
Capula Management Ltd567$229.2K0.00%−1,299,433−100.0%Reduced
Evermay Wealth Management LLC569$230.0K0.03%−11−1.9%Reduced
Moss Adams Wealth Advisors LLC570$230.4K0.02%+570New
Visionary Horizons, LLC575$232.4K0.15%+575New
Signature Estate & Investment Advisors LLC575$232.4K0.01%−281−32.8%Reduced
Grimes & Company, Inc.577$233.3K0.01%+577New
Westmount Partners, LLC579$234.0K0.06%−2,045−77.9%Reduced
Creative Financial Designs Inc582$235.3K0.02%−123−17.4%Reduced
Keel Point, LLC584$236.1K0.02%+584New
Beacon Financial Advisory LLC586$236.9K0.06%+586New
Robertson Stephens Wealth Management, LLC587$237.3K0.01%+587New
WPG Advisers, LLC589$238.1K0.20%+38+6.9%Added
III Capital Management590$238.5K0.04%+590New
Meiji Yasuda Asset Management Co Ltd.598$241.7K0.01%−2,509−80.8%Reduced
Ronald Blue Trust, Inc.599$242.0K0.00%−1,002−62.6%Reduced
GAM Holding AG600$242.5K0.02%+600New
Hummer Financial Advisory Services Inc600$242.5K0.18%+600New
J. Safra Sarasin Holding AG600$242.5K0.00%+600New
Darden Wealth Group Inc600$242.5K0.15%+600New
JTC Employer Solutions Trusteee Ltd600$243.0K0.02%00.0%Unchanged
TSA Wealth Managment LLC608$245.8K0.09%+608New
Victory Financial Group, LLC612$247.4K0.04%+612New
Howard Financial Services, Ltd.619$250.2K0.03%+619New
Accurate Wealth Management, LLC600$252.9K0.04%+600New
Modern Wealth Management, LLC630$254.7K0.01%+630New
Everett Harris & Co632$255.5K0.00%+632New
Paragon Private Wealth Management, LLC633$255.9K0.10%+633New
Pitcairn Co636$257.1K0.02%+636New
Falcon Wealth Planning636$257.1K0.03%+636New
RFG Advisory, LLC638$257.9K0.01%+638New
Retirement Planning Co of New England, Inc.638$257.9K0.11%+638New
Rockingstone Advisors LLC640$258.7K0.14%+640New
Beaumont Financial Advisors, LLC644$260.3K0.02%+644New
World Equity Group, Inc.644$260.3K0.07%+644New
Fortress Financial Solutions, LLC650$262.8K0.33%+650New
Nicholson Meyer Capital Management, Inc.650$262.9K0.22%+650New
Mustard Seed Financial, LLC652$263.6K0.19%−527−44.7%Reduced
King Wealth654$264.0K0.04%−59−8.3%Reduced
Continuum Advisory, LLC662$267.6K0.03%+42+6.8%Added
Sound View Wealth Advisors Group, LLC662$267.6K0.02%+662New
Ewa, LLC662$267.6K0.08%+662New
Cardiff Park Advisors, LLC664$268.4K0.02%−46−6.5%Reduced
Harbor Investment Advisory, LLC665$268.8K0.02%00.0%Unchanged
Sava Infond d.o.o.670$270.8K0.04%−80−10.7%Reduced
Ashton Thomas Private Wealth, LLC673$272.0K0.01%−76−10.1%Reduced
Pinnacle Family Advisors, LLC685$275.2K0.13%+685New
Sax Wealth Advisors, LLC684$276.5K0.02%+684New
WealthPlan Investment Management, LLC685$276.9K0.02%+685New
Total Investment Management Inc693$280.1K0.04%+693New
Andina Capital Management, LLC693$280.1K0.20%+693New
Howland Capital Management LLC698$282.2K0.01%−12−1.7%Reduced
Pennington Partners & Co., LLC700$283.0K0.15%00.0%Unchanged
Root Financial Partners, LLC702$283.8K0.03%+702New
Montz Harcus Wealth Management LLC703$284.2K0.14%00.0%Unchanged
Synergy Financial Management, LLC707$285.8K0.03%−9,329−93.0%Reduced
Measured Risk Portfolios, Inc.707$285.8K0.32%+707New
Kure Advisory, LLC708$286.2K0.19%+708New
Diversified Trust Co709$286.6K0.01%+709New
Level Four Advisory Services, LLC709$286.6K0.01%−25−3.4%Reduced
Versor Investments LP715$289.0K0.05%+715New
Idaho Trust Bank727$293.9K0.11%+727New