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 |
|---|---|---|---|---|---|
| GTS Securities LLC | 1,570 | $634.6K | 0.03% | −8,362−84.2% | Reduced |
| TSFG, LLC | 1,576 | $637.0K | 0.12% | +21+1.4% | Added |
| United Asset Strategies, Inc. | 1,580 | $638.7K | 0.05% | +1,580 | New |
| One Capital Management, LLC | 1,581 | $639.1K | 0.02% | +1,581 | New |
| FWL Investment Management, LLC | 1,587 | $641.5K | 0.20% | +1,587 | New |
| Old Mission Investment Co LLC | 1,590 | $642.7K | 0.18% | +550+52.9% | Added |
| Armis Advisers, LLC | 1,591 | $643.1K | 0.05% | +3+0.2% | Added |
| Consolidated Capital Management, LLC | 1,600 | $646.8K | 0.23% | −154−8.8% | Reduced |
| MB, Levis & Associates, LLC | 1,600 | $646.8K | 0.28% | 00.0% | Unchanged |
| Fiduciary Planning LLC | 1,606 | $649.2K | 0.21% | −19−1.2% | Reduced |
| Crosspoint Financial, LLC | 1,606 | $649.2K | 1.74% | 00.0% | Unchanged |
| Certior Financial Group, LLC | 1,606 | $649.2K | 0.50% | +1+0.1% | Added |
| Centurion Wealth Management LLC | 1,615 | $652.8K | 0.19% | +1,615 | New |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 1,618 | $654.0K | 0.04% | −69−4.1% | Reduced |
| Altus Wealth Group LLC | 1,625 | $656.9K | 0.29% | 00.0% | Unchanged |
| Chung Wu Investment Group, LLC | 1,635 | $660.9K | 0.69% | +100+6.5% | Added |
| Alpine Global Management, LLC | 1,641 | $663.3K | 0.15% | +1,641 | New |
| Greenbush Financial Group, LLC | 1,650 | $667.0K | 0.29% | 00.0% | Unchanged |
| Hoey Investments, Inc | 1,650 | $667.0K | 0.10% | +150+10.0% | Added |
| Vestia Personal Wealth Advisors | 1,651 | $667.4K | 0.46% | 00.0% | Unchanged |
| Unique Wealth, LLC | 1,655 | $669.0K | 0.11% | +77+4.9% | Added |
| Principal Securities, Inc. | 1,657 | $669.8K | 0.01% | +446+36.8% | Added |
| Tanager Wealth Management LLP | 1,671 | $675.5K | 0.08% | +1,671 | New |
| Texas Capital Bank Wealth Management Services Inc | 1,693 | $684.4K | 0.06% | 00.0% | Unchanged |
| Lauer Wealth, LLC | 1,710 | $684.4K | 0.57% | +305+21.7% | Added |
| Eqis Capital Management, Inc. | 1,698 | $686.3K | 0.05% | −356−17.3% | Reduced |
| Mill Creek Capital Advisors, LLC | 1,700 | $687.2K | 0.02% | −1−0.1% | Reduced |
| MJP Associates Inc | 1,714 | $692.9K | 0.10% | +77+4.7% | Added |
| J. Goldman & Co LP | 1,716 | $693.7K | 0.02% | +1,716 | New |
| SLT Holdings LLC | 1,719 | $694.9K | 0.52% | −884−34.0% | Reduced |
| Smith, Moore & Co. | 1,731 | $699.7K | 0.06% | −130−7.0% | Reduced |
| Coldstream Capital Management Inc | 1,737 | $702.3K | 0.01% | +110+6.8% | Added |
| Koshinski Asset Management, Inc. | 1,748 | $706.6K | 0.05% | +245+16.3% | Added |
| CWA Asset Management Group, LLC | 1,750 | $707.4K | 0.03% | −70−3.8% | Reduced |
| First Financial Bankshares Inc | 1,754 | $709.0K | 0.02% | +124+7.6% | Added |
| Bulltick Wealth Management, LLC | 1,763 | $712.7K | 0.18% | +148+9.2% | Added |
| Guardian Wealth Advisors, LLC | 1,772 | $716.4K | 0.05% | +35+2.0% | Added |
| Ritholtz Wealth Management | 1,787 | $722.4K | 0.02% | +1,787 | New |
| Evanson Asset Management, LLC | 1,803 | $728.6K | 0.05% | 00.0% | Unchanged |
| Lodestar Private Asset Management LLC | 1,870 | $755.9K | 0.09% | 00.0% | Unchanged |
| Florida Financial Advisors, LLC | 1,887 | $762.8K | 0.25% | +147+8.4% | Added |
| Woodward Diversified Capital, LLC | 1,893 | $765.2K | 0.39% | +3+0.2% | Added |
| Voleon Capital Management LP | 1,906 | $770.5K | 0.04% | +1,906 | New |
| Riverview Capital Advisers, LLC | 1,908 | $771.3K | 0.22% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 1,922 | $776.9K | 0.01% | +119+6.6% | Added |
| Citrine Capital LLC | 1,957 | $791.1K | 0.42% | −1,183−37.7% | Reduced |
| Client 1st Advisory Group, LLC | 1,968 | $795.5K | 0.29% | +656+50.0% | Added |
| Sagespring Wealth Partners, LLC | 1,982 | $801.3K | 0.02% | +870+78.2% | Added |
| Souders Financial Advisors | 1,987 | $803.2K | 0.10% | −803−28.8% | Reduced |
| Nicholas Investment Partners, LP | 1,997 | $807.2K | 0.07% | 00.0% | Unchanged |
| Frisch Financial Group, Inc. | 2,000 | $808.0K | 0.20% | 00.0% | Unchanged |
| Mesirow Financial Investment Management, Inc. | 2,000 | $808.5K | 0.02% | −115−5.4% | Reduced |
| American Asset Management Inc. | 2,000 | $808.5K | 0.75% | 00.0% | Unchanged |
| LongView Wealth Management | 2,000 | $808.5K | 0.24% | 00.0% | Unchanged |
| BCJ Capital Management, LLC | 2,029 | $820.2K | 0.05% | +193+10.5% | Added |
| Allegheny Financial Group LTD | 2,032 | $821.8K | 0.18% | +2,032 | New |
| Wetherby Asset Management Inc | 2,037 | $823.4K | 0.04% | +2,037 | New |
| Claro Advisors LLC | 2,044 | $826.2K | 0.14% | −1,931−48.6% | Reduced |
| Wealth Management Partners, LLC | 2,105 | $832.9K | 0.29% | −835−28.4% | Reduced |
| Dimensional Fund Advisors LP | 2,067 | $835.3K | 0.00% | +2,067 | New |
| Clearstead Advisors, LLC | 2,075 | $838.8K | 0.01% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 2,084 | $842.4K | 0.10% | +682+48.6% | Added |
| NorthCrest Asset Manangement, LLC | 2,097 | $847.3K | 0.02% | +447+27.1% | Added |
| Chicago Trust Co NA | 2,099 | $848.5K | 0.12% | +299+16.6% | Added |
| Northwestern Mutual Wealth Management Co | 2,111 | $853.3K | 0.00% | +148+7.5% | Added |
| Key Client Fiduciary Advisors, LLC | 2,112 | $853.7K | 0.35% | +469+28.5% | Added |
| Great Valley Advisor Group, Inc. | 2,120 | $857.0K | 0.02% | +183+9.4% | Added |
| Advisor OS, LLC | 2,132 | $861.8K | 0.08% | +77+3.7% | Added |
| Q3 Asset Management | 2,162 | $874.0K | 0.31% | +2,162 | New |
| Wick Capital Partners, LLC | 8,173 | $877.6K | 0.23% | +6,127+299.5% | Added |
| Empower Advisory Group, LLC | 2,178 | $880.4K | 0.00% | +199+10.1% | Added |
| U.S. Capital Wealth Advisors, LLC | 2,195 | $887.3K | 0.03% | +291+15.3% | Added |
| Weaver Capital Management LLC | 2,200 | $889.3K | 0.22% | +100+4.8% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2,200 | $889.3K | 0.02% | +642+41.2% | Added |
| Stonehearth Capital Management, LLC | 2,206 | $891.7K | 0.37% | 00.0% | Unchanged |
| Fedenia Advisers LLC | 2,215 | $895.4K | 0.42% | +2,215 | New |
| Heritage Wealth Advisors | 2,221 | $897.8K | 0.04% | −118−5.0% | Reduced |
| D.A. Davidson & Co. | 2,223 | $898.6K | 0.01% | +926+71.4% | Added |
| Atomi Financial Group, Inc. | 2,250 | $909.6K | 0.03% | +859+61.8% | Added |
| Evergreen Capital Management LLC | 2,289 | $925.3K | 0.03% | +323+16.4% | Added |
| Wealthspire Advisors, LLC | 2,289 | $925.4K | 0.01% | +217+10.5% | Added |
| Friedenthal Financial | 2,312 | $934.6K | 0.51% | +2,312 | New |
| Park Square Financial Group, LLC | 2,320 | $937.9K | 0.68% | +30+1.3% | Added |
| Bokf, NA | 2,328 | $941.0K | 0.02% | −735−24.0% | Reduced |
| BridgePort Financial Solutions, LLC | 2,330 | $941.9K | 0.31% | 00.0% | Unchanged |
| Capital Advisors Inc | 2,348 | $949.2K | 0.02% | −10.0% | Reduced |
| Frank, Rimerman Advisors LLC | 2,376 | $960.5K | 0.06% | +1,158+95.1% | Added |
| Laurion Capital Management LP | 2,392 | $966.9K | 0.11% | +2,392 | New |
| Diversify Wealth Management, LLC | 2,468 | $973.2K | 0.06% | −1,960−44.3% | Reduced |
| Canal Capital Management, LLC | 2,426 | $980.7K | 0.15% | +1,011+71.4% | Added |
| Milestone Asset Management, LLC | 2,441 | $986.7K | 0.21% | −221−8.3% | Reduced |
| Kiker Wealth Management, LLC | 2,442 | $987.1K | 0.56% | +49+2.0% | Added |
| Cigna Investments Inc | 2,466 | $997.0K | 0.17% | +150+6.5% | Added |
| Plancorp, LLC | 2,479 | $1.00M | 0.03% | +10+0.4% | Added |
| Capstone Investment Advisors, LLC | 2,488 | $1.01M | 0.01% | +2,488 | New |
| Resolute Partners Group | 2,507 | $1.01M | 0.25% | +10.0% | Added |
| Hollencrest Capital Management | 2,510 | $1.01M | 0.04% | +576+29.8% | Added |
| Sapient Capital LLC | 2,511 | $1.02M | 0.02% | +10.0% | Added |
| Rothschild Investment LLC | 2,513 | $1.02M | 0.06% | +464+22.6% | Added |
| SeaCrest Wealth Management, LLC | 2,519 | $1.02M | 0.11% | +47+1.9% | Added |