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 |
|---|---|---|---|---|---|
| Integrated Wealth Concepts LLC | 4,508 | $1.82M | 0.02% | −1,670−27.0% | Reduced |
| Disciplined Investors, L.L.C. | 4,520 | $1.83M | 1.42% | +1,276+39.3% | Added |
| Evexia Wealth LLC | 4,328 | $1.83M | 0.58% | −28−0.6% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 4,621 | $1.87M | 0.01% | +1,151+33.2% | Added |
| LCM Capital Management Inc | 4,641 | $1.88M | 0.97% | 00.0% | Unchanged |
| Insigneo Advisory Services, LLC | 4,653 | $1.88M | 0.16% | +721+18.3% | Added |
| Paul Damon & Associates, Inc. | 4,659 | $1.88M | 0.99% | −352−7.0% | Reduced |
| Metis Global Partners, LLC | 4,699 | $1.90M | 0.05% | −623−11.7% | Reduced |
| Edgestream Partners, L.P. | 4,758 | $1.92M | 0.05% | +3,168+199.2% | Added |
| MetLife Investment Management | 4,791 | $1.94M | 0.01% | +10.0% | Added |
| Greenleaf Trust | 4,796 | $1.94M | 0.02% | −875−15.4% | Reduced |
| Harfst & Associates, Inc. | 4,800 | $1.94M | 0.40% | +1,788+59.4% | Added |
| Gilman Hill Asset Management, LLC | 4,805 | $1.94M | 0.32% | 00.0% | Unchanged |
| Financial Sense Advisors, Inc. | 4,832 | $1.95M | 0.47% | +1,921+66.0% | Added |
| Pinnacle Associates Ltd | 4,885 | $1.97M | 0.03% | +15+0.3% | Added |
| Siemens Fonds Invest GmbH | 4,894 | $1.98M | 0.12% | +903+22.6% | Added |
| National Asset Management, Inc. | 4,915 | $1.99M | 0.10% | −973−16.5% | Reduced |
| SRS Capital Advisors, Inc. | 2,554 | $1.99M | 0.09% | +426+20.0% | Added |
| Keebeck Wealth Management, LLC | 4,983 | $2.01M | 0.26% | −400−7.4% | Reduced |
| Silvercrest Asset Management Group LLC | 4,995 | $2.02M | 0.01% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 5,000 | $2.02M | 0.03% | +5,000 | New |
| Abound Financial, LLC | 5,029 | $2.03M | 0.89% | +62+1.2% | Added |
| HighPoint Advisor Group LLC | 5,040 | $2.04M | 0.11% | +578+13.0% | Added |
| Vestcor Inc | 5,097 | $2.06M | 0.06% | +925+22.2% | Added |
| Maripau Wealth Management LLC | 5,134 | $2.07M | 1.04% | +3,264+174.5% | Added |
| Lido Advisors, LLC | 5,128 | $2.07M | 0.01% | +1,732+51.0% | Added |
| Colony Group, LLC | 5,131 | $2.07M | 0.00% | +731+16.6% | Added |
| Arete Wealth Advisors, LLC | 5,140 | $2.08M | 0.15% | +586+12.9% | Added |
| IFP Advisors, Inc | 4,905 | $2.08M | 0.06% | −13,208−72.9% | Reduced |
| Sterling Investment Advisors, Ltd. | 5,157 | $2.08M | 0.46% | −525−9.2% | Reduced |
| Beacon Capital Management, LLC | 5,176 | $2.09M | 0.28% | +39+0.8% | Added |
| Invictus Private Wealth, LLC | 5,190 | $2.10M | 0.14% | −12,285−70.3% | Reduced |
| Good Life Advisors, LLC | 5,216 | $2.11M | 0.13% | −1,027−16.5% | Reduced |
| Beacon Pointe Advisors, LLC | 5,221 | $2.11M | 0.02% | −529−9.2% | Reduced |
| Salem Investment Counselors Inc | 5,251 | $2.12M | 0.07% | +4,853+1,219.3% | Added |
| MAI Capital Management | 5,251 | $2.12M | 0.01% | +273+5.5% | Added |
| APG Asset Management US Inc. | 5,761 | $2.15M | 0.02% | 00.0% | Unchanged |
| Brown Advisory Inc | 5,405 | $2.18M | 0.00% | +1,609+42.4% | Added |
| Partners Wealth Management, LLC | 7,183 | $2.20M | 2.50% | 00.0% | Unchanged |
| Evergreen Wealth Solutions, LLC | 5,443 | $2.20M | 1.32% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 5,480 | $2.22M | 0.07% | +47+0.9% | Added |
| Covenant Asset Management, LLC | 5,500 | $2.22M | 0.46% | 00.0% | Unchanged |
| Delta Investment Management, LLC | 5,553 | $2.24M | 0.43% | +5,553 | New |
| Comprehensive Financial Consultants Institutional, Inc. | 5,608 | $2.27M | 0.74% | 00.0% | Unchanged |
| Walleye Capital LLC | 5,651 | $2.28M | 0.02% | −6,214−52.4% | Reduced |
| Change Path, LLC | 5,671 | $2.29M | 0.06% | +1,825+47.5% | Added |
| ZEGA Investments, LLC | 5,687 | $2.30M | 0.58% | +4,065+250.6% | Added |
| Fortis Group Advisors, LLC | 5,755 | $2.31M | 0.42% | +683+13.5% | Added |
| China Universal Asset Management Co., Ltd. | 5,762 | $2.33M | 0.22% | −109−1.9% | Reduced |
| Fiduciary Trust Co | 5,807 | $2.35M | 0.03% | +39+0.7% | Added |
| QTR Family Wealth, LLC | 5,817 | $2.35M | 1.46% | −2,453−29.7% | Reduced |
| Centaurus Financial, Inc. | 5,842 | $2.36M | 0.14% | +126+2.2% | Added |
| AIA Group Ltd | 5,855 | $2.37M | 0.05% | 00.0% | Unchanged |
| Everence Capital Management Inc | 5,890 | $2.38M | 0.15% | −870−12.9% | Reduced |
| Empowered Funds, LLC | 5,920 | $2.39M | 0.03% | +1,486+33.5% | Added |
| BNC Wealth Management, LLC | 5,928 | $2.40M | 0.71% | +1,831+44.7% | Added |
| E Fund Management Co., Ltd. | 5,949 | $2.40M | 0.11% | −111−1.8% | Reduced |
| Private Advisory Group LLC | 5,991 | $2.42M | 0.23% | +5,991 | New |
| Wealthcare Advisory Partners LLC | 6,052 | $2.45M | 0.06% | +251+4.3% | Added |
| Graham Capital Management, L.P. | 6,080 | $2.46M | 0.07% | +6,080 | New |
| Investment Management Corp of Ontario | 6,100 | $2.47M | 0.04% | −300−4.7% | Reduced |
| Csenge Advisory Group | 6,691 | $2.47M | 0.13% | +206+3.2% | Added |
| Core Wealth Partners LLC | 6,110 | $2.47M | 1.25% | +85+1.4% | Added |
| Navellier & Associates Inc | 6,128 | $2.48M | 0.31% | −28−0.5% | Reduced |
| Perennial Investment Advisors, LLC | 6,182 | $2.50M | 0.24% | −779−11.2% | Reduced |
| Waldron Private Wealth LLC | 6,234 | $2.52M | 0.11% | −22−0.4% | Reduced |
| AdvisorNet Financial, Inc | 6,267 | $2.53M | 0.16% | +616+10.9% | Added |
| Signal Advisors Wealth, LLC | 6,281 | $2.54M | 0.20% | +2,696+75.2% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 6,285 | $2.54M | 0.18% | −435−6.5% | Reduced |
| Fifth Third Bancorp | 6,521 | $2.64M | 0.01% | −215−3.2% | Reduced |
| Lifeworks Advisors, LLC | 6,535 | $2.64M | 0.39% | +1,910+41.3% | Added |
| Lazard Asset Management LLC | 6,567 | $2.65M | 0.00% | −595−8.3% | Reduced |
| Atria Wealth Solutions, Inc. | 6,617 | $2.67M | 0.06% | −7,357−52.6% | Reduced |
| Pinnacle Wealth Management, LLC | 6,663 | $2.69M | 2.25% | +5,964+853.2% | Added |
| Pensionmark Financial Group, LLC | 6,679 | $2.70M | 0.06% | +517+8.4% | Added |
| Gsa Capital Partners LLP | 6,730 | $2.72M | 0.19% | +6,730 | New |
| Sigma Planning Corp | 6,737 | $2.72M | 0.08% | +18+0.3% | Added |
| Omers Administration Corp | 6,753 | $2.73M | 0.02% | 00.0% | Unchanged |
| Maridea Wealth Management LLC | 6,783 | $2.74M | 0.71% | +4,119+154.6% | Added |
| VestGen Advisors, LLC | 6,785 | $2.74M | 0.11% | +2,405+54.9% | Added |
| Wahed Invest LLC | 6,790 | $2.74M | 0.42% | +6,790 | New |
| Legacy Wealth Managment, LLC | 6,811 | $2.75M | 1.46% | −1,413−17.2% | Reduced |
| Legacy Investment Solutions, LLC | 6,811 | $2.75M | 1.46% | +6,811 | New |
| Dynamic Advisor Solutions LLC | 6,832 | $2.76M | 0.09% | −722−9.6% | Reduced |
| Aptus Capital Advisors, LLC | 6,861 | $2.77M | 0.03% | +9+0.1% | Added |
| Teamwork Financial Advisors, LLC | 6,868 | $2.78M | 0.34% | −1,524−18.2% | Reduced |
| Ambassador Advisors, LLC | 6,873 | $2.78M | 0.43% | 00.0% | Unchanged |
| 111 Capital | 6,924 | $2.80M | 0.48% | +6,924 | New |
| Cyndeo Wealth Partners, LLC | 6,937 | $2.80M | 0.17% | +2,648+61.7% | Added |
| Andar Capital Management HK Ltd | 7,000 | $2.83M | 3.31% | −3,800−35.2% | Reduced |
| Bellwether Advisors, LLC | 7,024 | $2.84M | 0.48% | +7,024 | New |
| Kingsview Wealth Management, LLC | 7,051 | $2.85M | 0.05% | +380+5.7% | Added |
| Assenagon Asset Management S.A. | 7,065 | $2.86M | 0.00% | +1,035+17.2% | Added |
| Sequoia Financial Advisors, LLC | 7,087 | $2.86M | 0.02% | +392+5.9% | Added |
| Western Financial Corp | 7,116 | $2.88M | 1.54% | +7,116 | New |
| Bridgewater Associates, LP | 7,164 | $2.90M | 0.01% | +950+15.3% | Added |
| Traphagen Investment Advisors LLC | 7,214 | $2.92M | 0.28% | −2,542−26.1% | Reduced |
| Sepio Capital, LP | 7,282 | $2.94M | 0.21% | +1,426+24.4% | Added |
| Vivid Wealth Management, LLC | 7,334 | $2.96M | 1.30% | −422−5.4% | Reduced |
| Farther Finance Advisors, LLC | 7,341 | $2.97M | 0.06% | +974+15.3% | Added |