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 |
|---|---|---|---|---|---|
| Pure Financial Advisors, Inc. | 731 | $295.7K | 0.01% | +731 | New |
| ASB Consultores, LLC | 737 | $297.9K | 0.20% | 00.0% | Unchanged |
| Quotient Wealth Partners, LLC | 738 | $298.2K | 0.01% | +738 | New |
| Stelac Advisory Services LLC | 740 | $299.1K | 0.11% | 00.0% | Unchanged |
| Diversify Advisory Services, LLC | 760 | $299.7K | 0.01% | +760 | New |
| Kovack Advisors, Inc. | 742 | $299.9K | 0.03% | −18−2.4% | Reduced |
| Westwood Holdings Group Inc. | 749 | $302.8K | 0.00% | +749 | New |
| WJ Interests, LLC | 750 | $303.2K | 0.13% | 00.0% | Unchanged |
| Atlanta Consulting Group Advisors, LLC | 750 | $303.2K | 0.08% | 00.0% | Unchanged |
| Beacon Financial Strategies CORP | 750 | $303.2K | 0.19% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 750 | $303.2K | 0.01% | +750 | New |
| Primoris Wealth Advisors, LLC | 750 | $303.2K | 0.21% | 00.0% | Unchanged |
| Runnymede Capital Advisors, Inc. | 758 | $306.4K | 0.28% | +721+1,948.6% | Added |
| Aldebaran Financial Inc. | 762 | $308.0K | 0.34% | +762 | New |
| Envestnet Portfolio Solutions, Inc. | 764 | $308.8K | 0.00% | +764 | New |
| PYA Waltman Capital, LLC | 770 | $311.3K | 0.09% | 00.0% | Unchanged |
| Bernardo Wealth Planning LLC | 772 | $312.0K | 0.07% | +29+3.9% | Added |
| Newbridge Financial Services Group, Inc. | 773 | $312.5K | 0.05% | −5,675−88.0% | Reduced |
| Mirador Capital Partners LP | 776 | $313.7K | 0.05% | 00.0% | Unchanged |
| Fukoku Mutual Life Insurance Co | 776 | $313.7K | 0.02% | +776 | New |
| GWN Securities Inc. | 774 | $313.7K | 0.06% | +774 | New |
| Park Capital Management, LLC | 779 | $314.9K | 0.29% | +779 | New |
| Private Trust Co NA | 787 | $318.1K | 0.03% | +587+293.5% | Added |
| YHB Investment Advisors, Inc. | 788 | $318.5K | 0.02% | +62+8.5% | Added |
| JFG Wealth Management, LLC | 800 | $323.4K | 0.07% | 00.0% | Unchanged |
| Firestone Capital Management | 800 | $323.4K | 0.08% | 00.0% | Unchanged |
| Littlejohn Financial Services, Inc. | 800 | $323.4K | 0.25% | 00.0% | Unchanged |
| Invst, LLC | 802 | $324.2K | 0.04% | −148−15.6% | Reduced |
| Novak & Powell Financial Services, Inc. | 804 | $325.0K | 0.23% | −300−27.2% | Reduced |
| Associated Banc-Corp | 805 | $325.4K | 0.01% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 805 | $325.4K | 0.01% | +362+81.7% | Added |
| Precision Wealth Strategies, LLC | 807 | $326.2K | 0.11% | +3+0.4% | Added |
| Fortress Private Ledger, LLC | 807 | $326.2K | 0.15% | +807 | New |
| Resources Investment Advisors, LLC. | 810 | $327.4K | 0.00% | −101−11.1% | Reduced |
| Pettinga Financial Advisors, LLC | 811 | $327.9K | 0.07% | +16+2.0% | Added |
| Thoroughbred Financial Services, LLC | 816 | $329.0K | 0.02% | −292−26.4% | Reduced |
| Proficio Capital Partners LLC | 815 | $329.4K | 0.02% | +117+16.8% | Added |
| NBC Securities, Inc. | 820 | $331.0K | 0.03% | 00.0% | Unchanged |
| Synergy Financial Group, LTD | 820 | $331.5K | 0.24% | 00.0% | Unchanged |
| Family Management Corp | 825 | $333.5K | 0.05% | +5+0.6% | Added |
| Power Wealth Management LLC | 827 | $334.3K | 0.13% | −6−0.7% | Reduced |
| MBL Wealth, LLC | 827 | $334.3K | 0.03% | 00.0% | Unchanged |
| Duncan Williams Asset Management, LLC | 832 | $336.3K | 0.11% | 00.0% | Unchanged |
| Huntington National Bank | 836 | $338.0K | 0.00% | +703+528.6% | Added |
| Oder Investment Management, LLC | 837 | $338.3K | 0.26% | −431−34.0% | Reduced |
| Angeles Wealth Management, LLC | 841 | $340.0K | 0.02% | −97−10.3% | Reduced |
| Prosperity Wealth Management, Inc. | 842 | $340.4K | 0.13% | +842 | New |
| Fundamentun, LLC | 845 | $341.6K | 0.02% | +845 | New |
| Cordatus Wealth Management LLC | 850 | $344.0K | 0.08% | 00.0% | Unchanged |
| Soltis Investment Advisors LLC | 862 | $348.6K | 0.03% | −27−3.0% | Reduced |
| Citizens Financial Group Inc | 864 | $349.3K | 0.01% | +70+8.8% | Added |
| Strategic Wealth Partners, Ltd. | 864 | $349.3K | 0.03% | +864 | New |
| Fidelis Capital Partners, LLC | 912 | $349.7K | 0.03% | +287+45.9% | Added |
| Walkner Condon Financial Advisors LLC | 865 | $349.7K | 0.06% | +105+13.8% | Added |
| LJI Wealth Management, LLC | 870 | $351.8K | 0.06% | −75−7.9% | Reduced |
| Nova R Wealth, Inc. | 873 | $353.0K | 0.16% | 00.0% | Unchanged |
| MASTERINVEST Kapitalanlage GmbH | 878 | $354.9K | 0.04% | +878 | New |
| FFG Partners, LLC | 880 | $355.7K | 0.12% | −100−10.2% | Reduced |
| TRUE Private Wealth Advisors | 897 | $362.6K | 0.04% | −53−5.6% | Reduced |
| KG&L Capital Management,LLC | 897 | $362.6K | 0.11% | −1,834−67.2% | Reduced |
| Abel Hall, LLC | 902 | $364.6K | 0.17% | −23−2.5% | Reduced |
| Joel Isaacson & Co., LLC | 907 | $366.6K | 0.01% | +100+12.4% | Added |
| GK Wealth Management LLC | 910 | $367.9K | 0.37% | −21−2.3% | Reduced |
| Allspring Global Investments Holdings, LLC | 986 | $368.1K | 0.00% | +986 | New |
| Wealth Preservation Advisors, LLC | 911 | $368.3K | 0.23% | −390−30.0% | Reduced |
| Financial Perspectives, Inc | 912 | $368.7K | 0.11% | +163+21.8% | Added |
| FIL Ltd | 912 | $368.7K | 0.00% | +912 | New |
| Vicus Capital | 912 | $368.7K | 0.03% | +912 | New |
| RWM Asset Management, LLC | 930 | $375.9K | 0.05% | +130+16.3% | Added |
| Ionic Capital Management LLC | 932 | $376.7K | 0.42% | −454−32.8% | Reduced |
| Sherman Porfolios, LLC | 935 | $378.0K | 0.15% | +935 | New |
| Vestmark Advisory Solutions, Inc. | 941 | $380.4K | 0.01% | +941 | New |
| Skopos Labs, Inc. | 964 | $389.6K | 0.05% | +397+70.0% | Added |
| Principle Wealth Partners LLC | 969 | $391.8K | 0.02% | +969 | New |
| Insight Advisors, LLC | 970 | $392.1K | 0.06% | +22+2.3% | Added |
| Regions Financial Corp | 970 | $392.1K | 0.00% | +130+15.5% | Added |
| Atria Investments LLC | 970 | $392.1K | 0.00% | +970 | New |
| West Family Investments, Inc. | 974 | $393.7K | 0.10% | +974 | New |
| Federated Hermes, Inc. | 979 | $395.7K | 0.00% | +979 | New |
| Miracle Mile Advisors, LLC | 983 | $397.4K | 0.01% | −192−16.3% | Reduced |
| San Luis Wealth Advisors LLC | 2,678 | $398.0K | 0.09% | +1,239+86.1% | Added |
| ICONIQ Capital, LLC | 990 | $400.2K | 0.01% | +152+18.1% | Added |
| Resonant Capital Advisors, LLC | 991 | $400.6K | 0.03% | +280+39.4% | Added |
| Foguth Wealth Management, LLC. | 999 | $403.8K | 0.09% | −668−40.1% | Reduced |
| First National Corp | 1,000 | $404.2K | 0.08% | +100+11.1% | Added |
| Sanders Morris Harris LLC | 1,000 | $404.2K | 0.10% | +1,000 | New |
| Revisor Wealth Management LLC | 963 | $406.1K | 0.15% | −164−14.6% | Reduced |
| Rehmann Capital Advisory Group | 1,008 | $407.7K | 0.02% | +306+43.6% | Added |
| Palisades Hudson Asset Management, L.P. | 1,010 | $408.0K | 0.16% | −131−11.5% | Reduced |
| Black Diamond Financial, LLC | 1,013 | $409.5K | 0.06% | 00.0% | Unchanged |
| Ostrum Asset Management | 1,014 | $409.9K | 0.02% | −29−2.8% | Reduced |
| Bridgewealth Advisory Group, LLC | 1,015 | $410.3K | 0.10% | +1,015 | New |
| Kercheville Advisors, LLC | 1,015 | $410.3K | 0.14% | +1,015 | New |
| West Michigan Advisors, LLC | 1,018 | $411.5K | 0.12% | +212+26.3% | Added |
| Magnetar Financial LLC | 1,081 | $413.2K | 0.00% | +1,081 | New |
| Shoker Investment Counsel, Inc. | 1,024 | $413.9K | 0.13% | +24+2.4% | Added |
| Plan Group Financial, LLC | 1,029 | $416.0K | 0.14% | +1,029 | New |
| Vista Finance, LLC | 1,033 | $417.6K | 0.36% | 00.0% | Unchanged |
| Oxford Financial Group Ltd | 1,037 | $419.2K | 0.02% | +1,037 | New |
| Avaii Wealth Management, LLC | 1,040 | $420.6K | 0.19% | +1,040 | New |