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 |
|---|---|---|---|---|---|
| HBW Advisory Services LLC | 1,042 | $421.2K | 0.05% | +8+0.8% | Added |
| GAMMA Investing LLC | 1,043 | $421.6K | 0.03% | +213+25.7% | Added |
| Phoenix Holdings Ltd. | 1,048 | $421.9K | 0.01% | +15+1.5% | Added |
| Drive Wealth Management, LLC | 1,047 | $423.2K | 0.09% | −162−13.4% | Reduced |
| Polymer Capital Management (HK) LTD | 1,050 | $424.4K | 0.07% | +1,050 | New |
| Calton & Associates, Inc. | 1,065 | $430.5K | 0.07% | +53+5.2% | Added |
| Wise Wealth Partners | 1,069 | $432.3K | 0.72% | −116−9.8% | Reduced |
| Howe & Rusling Inc | 1,070 | $432.5K | 0.03% | −20,252−95.0% | Reduced |
| BCS Wealth Management | 1,072 | $433.0K | 0.09% | +57+5.6% | Added |
| Retirement Income Solutions, Inc | 1,072 | $433.3K | 0.08% | +1,072 | New |
| Glass Jacobson Investment Advisors llc | 1,079 | $436.2K | 0.17% | 00.0% | Unchanged |
| Scotia Capital Inc. | 1,088 | $439.7K | 0.00% | −1,006−48.0% | Reduced |
| Graypoint LLC | 1,098 | $443.8K | 0.02% | +1,098 | New |
| Capital Wealth Planning, LLC | 1,100 | $444.7K | 0.00% | +1,100 | New |
| Alpha Family Trust | 1,110 | $448.7K | 0.22% | 00.0% | Unchanged |
| Alta Advisers Ltd | 1,110 | $448.7K | 0.16% | +100+9.9% | Added |
| Regatta Capital Group, LLC | 1,112 | $449.5K | 0.08% | +2+0.2% | Added |
| Aaron Wealth Advisors | 1,116 | $451.1K | 0.05% | +1,116 | New |
| L2 Asset Management, LLC | 1,117 | $451.5K | 0.07% | +132+13.4% | Added |
| International Assets Investment Management, LLC | 1,121 | $453.1K | 0.04% | +202+22.0% | Added |
| Panoramic Investment Advisors, LLC | 1,130 | $456.8K | 0.28% | +1,130 | New |
| Arlington Capital Management, Inc. | 1,135 | $458.8K | 0.40% | −1−0.1% | Reduced |
| Paragon Capital Management Inc | 1,141 | $461.2K | 0.35% | −19−1.6% | Reduced |
| Gerber Kawasaki Wealth & Investment Management | 1,146 | $463.5K | 0.02% | −720−38.6% | Reduced |
| Mountain Capital Investment Advisors, Inc | 1,242 | $463.6K | 0.09% | +200+19.2% | Added |
| MRP Capital Investments, LLC | 1,150 | $464.9K | 0.32% | +150+15.0% | Added |
| Custom Index Systems, LLC | 1,150 | $464.9K | 0.22% | +1,150 | New |
| Raiffeisen Bank International AG | 1,200 | $466.4K | 0.01% | 00.0% | Unchanged |
| Premier Path Wealth Partners, LLC | 1,157 | $467.7K | 0.07% | +315+37.4% | Added |
| Abound Wealth Management | 1,159 | $468.3K | 0.13% | −157−11.9% | Reduced |
| GPS Wealth Strategies Group, LLC | 1,163 | $470.1K | 0.05% | +31+2.7% | Added |
| TCFG Wealth Management, LLC | 1,171 | $473.4K | 0.21% | +185+18.8% | Added |
| Allianz SE | 1,190 | $481.0K | 0.01% | +450+60.8% | Added |
| Willis Johnson & Associates, Inc. | 1,192 | $481.6K | 0.03% | −112−8.6% | Reduced |
| Avidian Wealth Solutions, LLC | 1,195 | $482.9K | 0.02% | +227+23.5% | Added |
| Wellington Capital Management, Inc. | 1,200 | $485.0K | 0.73% | +1,200 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,200 | $485.0K | 0.02% | 00.0% | Unchanged |
| Evelyn Partners Investment Management (Europe) Ltd | 1,200 | $485.1K | 0.17% | 00.0% | Unchanged |
| Abundance Wealth Counselors | 1,202 | $486.0K | 0.09% | +2+0.2% | Added |
| Rossby Financial, LCC | 1,203 | $486.2K | 0.18% | −247−17.0% | Reduced |
| Avantax Planning Partners, Inc. | 1,206 | $487.5K | 0.02% | +41+3.5% | Added |
| Brighton Jones LLC | 1,210 | $489.1K | 0.01% | −301−19.9% | Reduced |
| Beese Fulmer Investment Management, Inc. | 1,212 | $489.9K | 0.04% | 00.0% | Unchanged |
| Assetmark, Inc | 1,228 | $496.4K | 0.00% | +1,092+802.9% | Added |
| Daymark Wealth Partners, LLC | 1,238 | $500.4K | 0.02% | −76−5.8% | Reduced |
| Discipline Wealth Solutions, LLC | 1,243 | $502.6K | 0.19% | −66−5.0% | Reduced |
| McIlrath & Eck, LLC | 1,246 | $503.7K | 0.06% | +46+3.8% | Added |
| Norden Group LLC | 1,252 | $506.1K | 0.05% | +532+73.9% | Added |
| Powell Investment Advisors, LLC | 1,259 | $508.9K | 0.19% | +59+4.9% | Added |
| We Are One Seven, LLC | 1,259 | $508.9K | 0.02% | +204+19.3% | Added |
| Los Angeles Capital Management LLC | 1,264 | $510.9K | 0.00% | +264+26.4% | Added |
| Savant Capital, LLC | 1,275 | $515.3K | 0.00% | +279+28.0% | Added |
| First Heartland Consultants, Inc. | 1,278 | $516.6K | 0.05% | +421+49.1% | Added |
| Crew Capital Management, Ltd. | 1,280 | $517.4K | 0.37% | −142−10.0% | Reduced |
| Friday Financial | 1,290 | $521.5K | 0.27% | 00.0% | Unchanged |
| Stonebridge Financial Group, LLC | 1,297 | $524.3K | 0.05% | +705+119.1% | Added |
| Flagship Harbor Advisors, LLC | 1,298 | $524.7K | 0.02% | −301−18.8% | Reduced |
| McAdam, LLC | 1,302 | $526.3K | 0.03% | +22+1.7% | Added |
| Penserra Capital Management LLC | 1,333 | $538.0K | 0.01% | +453+51.5% | Added |
| Moloney Securities Asset Management, LLC | 1,334 | $539.2K | 0.07% | +16+1.2% | Added |
| IFG Advisory, LLC | 1,336 | $540.1K | 0.03% | +104+8.4% | Added |
| Johnson Investment Counsel Inc | 1,342 | $542.5K | 0.00% | −65−4.6% | Reduced |
| Snowden Capital Advisors LLC | 1,346 | $544.1K | 0.02% | +114+9.3% | Added |
| Mutual Advisors, LLC | 1,350 | $547.8K | 0.01% | +27+2.0% | Added |
| Whitaker-Myers Wealth Managers, LTD. | 1,361 | $550.2K | 0.14% | +1,361 | New |
| Veracity Capital LLC | 1,362 | $550.6K | 0.19% | +76+5.9% | Added |
| Merkkuri Wealth Advisors LLC | 1,376 | $556.1K | 0.42% | +20+1.5% | Added |
| Tradewinds, LLC. | 1,376 | $556.1K | 0.42% | +1,376 | New |
| Berkeley Capital Partners, LLC | 1,381 | $558.2K | 0.14% | +17+1.2% | Added |
| Icapital Wealth LLC | 1,391 | $562.3K | 0.32% | +1,391 | New |
| NewEdge Wealth, LLC | 1,405 | $565.0K | 0.01% | +1,405 | New |
| Moneta Group Investment Advisors LLC | 1,399 | $565.7K | 0.01% | +126+9.9% | Added |
| SummitTX Capital, L.P. | 1,400 | $565.9K | 0.03% | +1,400 | New |
| Pinebridge Investments, L.P. | 1,403 | $567.1K | 0.00% | +1,403 | New |
| CoreCap Advisors, LLC | 1,411 | $570.4K | 0.02% | +808+134.0% | Added |
| JT Stratford LLC | 1,428 | $577.2K | 0.09% | −1,017−41.6% | Reduced |
| Strategic Blueprint, LLC | 1,428 | $577.2K | 0.03% | −832−36.8% | Reduced |
| Yeomans Consulting Group, Inc. | 1,550 | $578.6K | 0.24% | +1,550 | New |
| Am Investment Strategies LLC | 1,434 | $579.0K | 0.14% | −17−1.2% | Reduced |
| Presidio Capital Management, LLC | 1,441 | $582.5K | 0.22% | −132−8.4% | Reduced |
| Institute for Wealth Management, LLC. | 1,442 | $582.8K | 0.07% | −115−7.4% | Reduced |
| Portside Wealth Group, LLC | 1,446 | $584.5K | 0.09% | −349−19.4% | Reduced |
| Tactive Advisors, LLC | 1,448 | $585.3K | 0.19% | +1,448 | New |
| Wealth Alliance Advisory Group, LLC | 1,450 | $586.1K | 0.11% | −22−1.5% | Reduced |
| Doliver Advisors, LP | 1,455 | $588.2K | 0.16% | −95−6.1% | Reduced |
| Altshuler Shaham Ltd | – | $588.4K | 0.02% | – | – |
| Congress Wealth Management LLC | 1,466 | $593.3K | 0.01% | +567+63.1% | Added |
| Dillon & Associates Inc | 1,470 | $594.0K | 0.08% | −51−3.4% | Reduced |
| Sterling Capital Management LLC | 1,472 | $595.0K | 0.01% | −10,673−87.9% | Reduced |
| Aventura Private Wealth, LLC | 1,475 | $596.2K | 0.26% | +50+3.5% | Added |
| Clear Creek Financial Management, LLC | 1,475 | $596.2K | 0.06% | +322+27.9% | Added |
| GLOBALT Investments LLC | 1,485 | $600.3K | 0.02% | +24+1.6% | Added |
| Central Trust Co | 1,500 | $606.3K | 0.01% | −32−2.1% | Reduced |
| Prospect Financial Services LLC | 1,510 | $610.4K | 0.38% | −363−19.4% | Reduced |
| XML Financial, LLC | 1,510 | $610.4K | 0.05% | +10+0.7% | Added |
| Ci Investments Inc. | 1,521 | $615.0K | 0.00% | +462+43.6% | Added |
| Innovative Advisory Group, LLC | 1,522 | $615.2K | 0.53% | +269+21.5% | Added |
| Finivi Inc. | 1,525 | $616.5K | 0.42% | +32+2.1% | Added |
| Redwood Wealth Management Group, LLC | 1,555 | $628.6K | 0.28% | +370+31.2% | Added |
| Red Door Wealth Management, LLC | 1,568 | $633.8K | 0.08% | 00.0% | Unchanged |