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 |
|---|---|---|---|---|---|
| Ethos Financial Group, LLC | 2,536 | $1.03M | 0.09% | −621−19.7% | Reduced |
| Smith Anglin Financial, LLC | 2,537 | $1.03M | 0.09% | +30+1.2% | Added |
| Pinkerton Retirement Specialists, LLC | 2,538 | $1.03M | 0.12% | +2,538 | New |
| NVWM, LLC | 2,553 | $1.03M | 0.25% | −12−0.5% | Reduced |
| Investment Partners Asset Management, Inc. | 2,559 | $1.03M | 0.72% | +190+8.0% | Added |
| RSM US Wealth Management LLC | 2,560 | $1.03M | 0.01% | −2,716−51.5% | Reduced |
| Everhart Financial Group, Inc. | 2,562 | $1.04M | 0.12% | +971+61.0% | Added |
| Belpointe Asset Management LLC | 2,574 | $1.04M | 0.04% | +156+6.5% | Added |
| Shell Asset Management Co | 2,580 | $1.04M | 0.04% | +1,769+218.1% | Added |
| BluePath Capital Management, LLC | 2,595 | $1.05M | 0.92% | −555−17.6% | Reduced |
| Rahlfs Capital, LLC | 2,610 | $1.06M | 0.97% | 00.0% | Unchanged |
| Syntegra Private Wealth Group, LLC | 2,617 | $1.06M | 0.11% | +1,281+95.9% | Added |
| PFG Investments, LLC | 2,624 | $1.06M | 0.06% | −60−2.2% | Reduced |
| Van Hulzen Asset Management, LLC | 2,628 | $1.06M | 0.09% | +1,241+89.5% | Added |
| Ausdal Financial Partners, Inc. | 2,667 | $1.08M | 0.07% | +860+47.6% | Added |
| Unique Wealth Strategies, LLC | 2,670 | $1.08M | 0.45% | 00.0% | Unchanged |
| Curran Financial Partners, LLC | 2,680 | $1.08M | 0.24% | −49−1.8% | Reduced |
| Oak Thistle LLC | 2,686 | $1.09M | 0.16% | −1,601−37.3% | Reduced |
| Allworth Financial LP | 2,704 | $1.09M | 0.01% | +251+10.2% | Added |
| Mediolanum International Funds Ltd | 2,862 | $1.10M | 0.01% | +2,862 | New |
| Savvy Advisors, Inc. | 2,732 | $1.10M | 0.07% | +837+44.2% | Added |
| Williamson Legacy Group, LLC | 2,744 | $1.11M | 0.93% | +2,744 | New |
| Axq Capital, LP | 2,751 | $1.11M | 0.36% | +1,073+63.9% | Added |
| Ethic Inc. | 2,900 | $1.11M | 0.02% | +1,258+76.6% | Added |
| Vienna Asset Management LLC | 2,757 | $1.11M | 0.77% | −2,031−42.4% | Reduced |
| Massmutual Trust Co FSB | 2,798 | $1.13M | 0.03% | +58+2.1% | Added |
| DecisionMap Wealth Management, LLC | 2,839 | $1.15M | 0.79% | +22+0.8% | Added |
| Garden State Investment Advisory Services LLC | 2,865 | $1.16M | 0.31% | 00.0% | Unchanged |
| Diligent Investors, LLC | 2,867 | $1.16M | 0.27% | −50−1.7% | Reduced |
| Bellecapital International Ltd. | 2,908 | $1.18M | 0.21% | +267+10.1% | Added |
| Summit Trail Advisors, LLC | 2,934 | $1.19M | 0.02% | +2,934 | New |
| Capital Group Investment Management Pte. Ltd. | 2,943 | $1.19M | 0.21% | −1,040−26.1% | Reduced |
| Scientech Research LLC | 2,955 | $1.19M | 0.29% | −3,209−52.1% | Reduced |
| Matauro, LLC | 3,048 | $1.23M | 0.23% | −656−17.7% | Reduced |
| Peapack Gladstone Financial Corp | 3,055 | $1.24M | 0.02% | +550+22.0% | Added |
| HB Wealth Management, LLC | 3,061 | $1.24M | 0.01% | +72+2.4% | Added |
| Close Asset Management Ltd | 3,092 | $1.25M | 0.04% | −787−20.3% | Reduced |
| Farrell Financial LLC | 3,100 | $1.25M | 0.84% | +115+3.9% | Added |
| STF Management LP | 3,102 | $1.25M | 0.49% | +100+3.3% | Added |
| Yousif Capital Management, LLC | 3,110 | $1.26M | 0.01% | +201+6.9% | Added |
| Clough Capital Partners L P | 3,117 | $1.26M | 0.13% | +3,117 | New |
| Tradition Wealth Management, LLC | 3,120 | $1.26M | 0.10% | +1,580+102.6% | Added |
| Convergence Financial, LLC | 3,159 | $1.28M | 0.22% | 00.0% | Unchanged |
| ICICI Prudential Asset Management Co Ltd | 3,180 | $1.29M | 0.16% | +132+4.3% | Added |
| Means Investment Co., Inc. | 3,190 | $1.29M | 0.12% | +12+0.4% | Added |
| Dymon Asia Capital (Singapore) Pte. Ltd. | 3,191 | $1.29M | 0.91% | −7,703−70.7% | Reduced |
| Sage Mountain Advisors LLC | 3,207 | $1.30M | 0.08% | +1,465+84.1% | Added |
| Nwam LLC | 3,242 | $1.31M | 0.08% | +10.0% | Added |
| Glenmede Investment Management, LP | 3,261 | $1.32M | 0.01% | +3,261 | New |
| AXS Investments LLC | 3,276 | $1.32M | 0.54% | +1,011+44.6% | Added |
| Abn Amro Investment Solutions | 3,294 | $1.33M | 0.03% | +257+8.5% | Added |
| Masso Torrence Wealth Management Inc. | 3,310 | $1.34M | 0.62% | +255+8.3% | Added |
| Vise Technologies, Inc. | 3,331 | $1.35M | 0.06% | +3,331 | New |
| TCG Advisory Services, LLC | 3,345 | $1.35M | 0.05% | +2,474+284.0% | Added |
| Polianta Ltd | 3,400 | $1.37M | 0.59% | +3,400 | New |
| Pennsylvania Capital Management Inc | 3,439 | $1.39M | 0.44% | −110−3.1% | Reduced |
| Meeder Advisory Services, Inc. | 3,483 | $1.41M | 0.07% | +1,216+53.6% | Added |
| Valeo Financial Advisors, LLC | 3,499 | $1.41M | 0.03% | −263−7.0% | Reduced |
| Northeast Financial Group, Inc. | 3,500 | $1.41M | 0.45% | +3,500 | New |
| Venture Visionary Partners LLC | 3,529 | $1.43M | 0.05% | −172−4.6% | Reduced |
| Pine Valley Investments Ltd Liability Co | 3,579 | $1.45M | 0.09% | +1,087+43.6% | Added |
| Summit Financial, LLC | 3,582 | $1.45M | 0.03% | +2,767+339.5% | Added |
| Royal Fund Management, LLC | 3,592 | $1.45M | 0.15% | +1,400+63.9% | Added |
| SRN Advisors, LLC | 3,599 | $1.45M | 1.33% | −2,424−40.2% | Reduced |
| Glaxis Capital Management, LLC | 3,600 | $1.46M | 1.95% | +3,600 | New |
| Sterling Financial Group, Inc. | 3,606 | $1.46M | 0.49% | −3,731−50.9% | Reduced |
| Larson Financial Group LLC | 3,615 | $1.46M | 0.06% | −62−1.7% | Reduced |
| Wedmont Private Capital | 3,536 | $1.47M | 0.06% | +9+0.3% | Added |
| Magnus Financial Group LLC | 3,660 | $1.48M | 0.13% | +32+0.9% | Added |
| EP Wealth Advisors, LLC | 3,742 | $1.51M | 0.01% | +156+4.4% | Added |
| Kovitz Investment Group Partners, LLC | 3,750 | $1.52M | 0.01% | +825+28.2% | Added |
| Azzad Asset Management Inc | 3,752 | $1.52M | 0.16% | +124+3.4% | Added |
| United Capital Financial Advisers, LLC | 3,757 | $1.52M | 0.01% | +845+29.0% | Added |
| Oxler Private Wealth LLC | 3,800 | $1.54M | 0.48% | +82+2.2% | Added |
| Callan Family Office, LLC | 3,816 | $1.54M | 0.05% | +3,027+383.7% | Added |
| Lee Johnson Capital Management, LLC | 3,827 | $1.55M | 0.53% | +3,827 | New |
| APG Asset Management N.V. | 4,532 | $1.56M | 0.00% | −3,589−44.2% | Reduced |
| Commerce Bank | 3,899 | $1.58M | 0.01% | +770+24.6% | Added |
| Prime Capital Investment Advisors, LLC | 3,921 | $1.58M | 0.02% | −217−5.2% | Reduced |
| First Foundation Advisors | 3,937 | $1.59M | 0.06% | +560+16.6% | Added |
| Chokshi & Queen Wealth Advisors, Inc | 3,950 | $1.60M | 0.91% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 3,950 | $1.60M | 0.02% | +563+16.6% | Added |
| Hilltop Holdings Inc. | 3,976 | $1.61M | 0.10% | −1,971−33.1% | Reduced |
| Bonfire Financial | 3,976 | $1.61M | 1.32% | −48−1.2% | Reduced |
| Verition Fund Management LLC | 4,021 | $1.63M | 0.01% | −265−6.2% | Reduced |
| Parallel Advisors, LLC | 4,031 | $1.63M | 0.03% | +21+0.5% | Added |
| Traynor Capital Management, Inc. | 4,421 | $1.65M | 0.12% | +333+8.1% | Added |
| Integrity Alliance, LLC. | 4,086 | $1.65M | 0.09% | +2,466+152.2% | Added |
| Independent Family Office, LLC | 4,100 | $1.66M | 0.77% | +3,100+310.0% | Added |
| Sowell Financial Services LLC | 4,152 | $1.68M | 0.07% | −587−12.4% | Reduced |
| Stonegate Investment Group, LLC | 4,185 | $1.69M | 0.04% | 00.0% | Unchanged |
| Signaturefd, LLC | 4,199 | $1.70M | 0.03% | +1,103+35.6% | Added |
| UniSuper Management Pty Ltd | 4,300 | $1.74M | 0.01% | −200−4.4% | Reduced |
| Harbour Investments, Inc. | 4,311 | $1.74M | 0.04% | −7,408−63.2% | Reduced |
| Aviso Wealth Management | 4,330 | $1.75M | 0.82% | 00.0% | Unchanged |
| Keybank National Association | 4,360 | $1.76M | 0.01% | +10+0.2% | Added |
| Warren Averett Asset Management, LLC | 4,408 | $1.78M | 0.02% | −892−16.8% | Reduced |
| Fort Point Capital Partners LLC | 4,419 | $1.79M | 0.18% | −2,958−40.1% | Reduced |
| Comerica Bank | 4,423 | $1.79M | 0.01% | +844+23.6% | Added |
| Galaxy Group Investments LLC | 4,480 | $1.81M | 0.27% | +4,480 | New |