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 |
|---|---|---|---|---|---|
| Norinchukin Bank, The | 7,570 | $3.06M | 0.05% | +1,078+16.6% | Added |
| Thrivent Financial for Lutherans | 7,945 | $3.08M | 0.01% | −846−9.6% | Reduced |
| Verus Capital Partners, LLC | 7,871 | $3.18M | 0.28% | +3,567+82.9% | Added |
| Monograph Wealth Advisors, LLC | 7,955 | $3.22M | 0.40% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 7,973 | $3.22M | 0.13% | +1,288+19.3% | Added |
| Strategic Advocates LLC | 7,994 | $3.23M | 0.96% | +141+1.8% | Added |
| Wellington Management Group LLP | 8,045 | $3.25M | 0.00% | +1,229+18.0% | Added |
| Vontobel Holding Ltd. | 8,047 | $3.25M | 0.01% | −4,537−36.1% | Reduced |
| Axxcess Wealth Management, LLC | 8,160 | $3.30M | 0.08% | +15+0.2% | Added |
| Hartline Investment Corp | 8,162 | $3.30M | 0.37% | +6,363+353.7% | Added |
| Gladstone Institutional Advisory LLC | 8,201 | $3.32M | 0.14% | +577+7.6% | Added |
| Banque Transatlantique SA | 8,287 | $3.32M | 0.09% | −728−8.1% | Reduced |
| Great Lakes Advisors, LLC | 8,292 | $3.35M | 0.03% | +3,884+88.1% | Added |
| Ameritas Investment Partners, Inc. | 8,313 | $3.36M | 0.11% | +532+6.8% | Added |
| Tokio Marine Asset Management Co Ltd | 8,398 | $3.39M | 0.13% | +1,206+16.8% | Added |
| Johns Hopkins University | 8,400 | $3.40M | 0.18% | +8,400 | New |
| Geneos Wealth Management Inc. | 8,501 | $3.44M | 0.08% | +3,209+60.6% | Added |
| Stratos Wealth Advisors, LLC | 8,556 | $3.46M | 0.18% | +239+2.9% | Added |
| Simplicity Wealth,LLC | 8,632 | $3.49M | 0.15% | +4,594+113.8% | Added |
| Cubist Systematic Strategies, LLC | 8,702 | $3.52M | 0.04% | +8,702 | New |
| B. Metzler seel. Sohn & Co. AG | 8,718 | $3.52M | 0.03% | −110−1.2% | Reduced |
| RiverFront Investment Group, LLC | 8,810 | $3.56M | 0.07% | +8,810 | New |
| Davenport & Co LLC | 9,030 | $3.65M | 0.02% | +6,550+264.1% | Added |
| Bank of Nova Scotia | 9,227 | $3.73M | 0.01% | +2,357+34.3% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 9,480 | $3.73M | 0.03% | +145+1.6% | Added |
| AG2R la Mondiale Gestion D'Actifs | 9,324 | $3.77M | 0.19% | +648+7.5% | Added |
| Concurrent Investment Advisors, LLC | 9,411 | $3.80M | 0.07% | +3,857+69.4% | Added |
| Ewing Morris & Co. Investment Partners Ltd. | 9,426 | $3.81M | 1.71% | +1,985+26.7% | Added |
| Visionary Wealth Advisors | 9,518 | $3.85M | 0.20% | −101−1.1% | Reduced |
| BIT Capital GmbH | 9,529 | $3.85M | 0.25% | +9,529 | New |
| Caitong International Asset Management Co., Ltd | 9,557 | $3.86M | 2.76% | +9,557 | New |
| Cerity Partners LLC | 9,588 | $3.88M | 0.01% | −3,702−27.9% | Reduced |
| Captrust Financial Advisors | 9,904 | $4.00M | 0.01% | +2,058+26.2% | Added |
| MTM Investment Management, LLC | 9,913 | $4.01M | 1.35% | +124+1.3% | Added |
| Sovran Advisors, LLC | 10,130 | $4.02M | 0.42% | +1,443+16.6% | Added |
| PKO Investment Management Joint-Stock Co | 10,000 | $4.04M | 0.43% | +10,000 | New |
| Truvestments Capital LLC | 10,048 | $4.06M | 0.81% | +5,167+105.9% | Added |
| Intech Investment Management LLC | 10,083 | $4.08M | 0.04% | +1,555+18.2% | Added |
| The PNC Financial Services Group, Inc. | 10,125 | $4.09M | 0.00% | +3,398+50.5% | Added |
| Wedbush Securities Inc | 10,187 | $4.12M | 0.14% | −316−3.0% | Reduced |
| J.W. Cole Advisors, Inc. | 10,262 | $4.15M | 0.09% | +2,069+25.3% | Added |
| Belmont Capital, LLC | 10,304 | $4.17M | 0.63% | +10,304 | New |
| Elo Mutual Pension Insurance Co | 10,359 | $4.19M | 0.09% | −733−6.6% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 10,508 | $4.25M | 0.15% | +1,050+11.1% | Added |
| StoneX Group Inc. | 10,667 | $4.31M | 0.21% | −215−2.0% | Reduced |
| Allianz Asset Management GmbH | 10,738 | $4.34M | 0.01% | −4,297−28.6% | Reduced |
| Moore Capital Management, LP | 10,789 | $4.36M | 0.09% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 10,852 | $4.39M | 0.05% | +3,145+40.8% | Added |
| Federation des caisses Desjardins du Quebec | 10,855 | $4.39M | 0.02% | −9,599−46.9% | Reduced |
| Wallace Hart LLC | 10,893 | $4.40M | 3.50% | +5,291+94.4% | Added |
| Stratos Wealth Partners, LTD. | 11,109 | $4.49M | 0.06% | −969−8.0% | Reduced |
| CAP Partners, LLC | 11,168 | $4.51M | 2.84% | −1,347−10.8% | Reduced |
| Equitable Holdings, Inc. | 11,186 | $4.52M | 0.04% | −1,449−11.5% | Reduced |
| Perigon Wealth Management, LLC | 11,225 | $4.54M | 0.11% | +414+3.8% | Added |
| SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co | 11,597 | $4.55M | 3.37% | +1,046+9.9% | Added |
| Western Wealth Management, LLC | 11,455 | $4.63M | 0.28% | +9+0.1% | Added |
| Park Avenue Securities LLC | 11,493 | $4.65M | 0.04% | +2,714+30.9% | Added |
| Capital International Inc | 11,646 | $4.71M | 0.05% | −2,451−17.4% | Reduced |
| CTC Alternative Strategies, Ltd. | 11,749 | $4.75M | 4.15% | +2,629+28.8% | Added |
| Spire Wealth Management | 11,805 | $4.77M | 0.17% | +672+6.0% | Added |
| Chicago Partners Investment Group LLC | 11,753 | $4.85M | 0.14% | +1,209+11.5% | Added |
| Hel Ved Capital Management Ltd | 12,075 | $4.88M | 2.20% | +10,320+588.0% | Added |
| Patriot Investment Management Inc. | 12,109 | $4.89M | 0.34% | +12,109 | New |
| Maryland State Retirement & Pension System | 12,140 | $4.91M | 0.11% | +1,321+12.2% | Added |
| AE Wealth Management LLC | 12,202 | $4.93M | 0.04% | +1,125+10.2% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 12,263 | $4.96M | 0.14% | +4,984+68.5% | Added |
| QRG Capital Management, Inc. | 12,343 | $4.99M | 0.04% | +10,794+696.8% | Added |
| Baird Financial Group, Inc. | 12,448 | $5.03M | 0.01% | +5,871+89.3% | Added |
| Citadel Advisors LLC | 12,689 | $5.13M | 0.00% | −1,547,066−99.2% | Reduced |
| Gulf International Bank (UK) Ltd | 12,774 | $5.16M | 0.18% | +621+5.1% | Added |
| Apollon Wealth Management, LLC | 12,822 | $5.18M | 0.10% | +414+3.3% | Added |
| Financial Advocates Investment Management | 13,011 | $5.26M | 0.43% | −129−1.0% | Reduced |
| Elequin Capital LP | 13,111 | $5.30M | 0.73% | −18,768−58.9% | Reduced |
| Amalgamated Bank | 13,141 | $5.31M | 0.04% | +686+5.5% | Added |
| Tobam | 13,358 | $5.40M | 2.11% | −186−1.4% | Reduced |
| Marathon Trading Investment Management LLC | 13,366 | $5.40M | 3.24% | +8,555+177.8% | Added |
| Capital International Ltd | 13,621 | $5.51M | 0.21% | −4,857−26.3% | Reduced |
| Global Retirement Partners, LLC | 13,633 | $5.51M | 0.14% | +13,633 | New |
| Paradigm Financial Partners, LLC | 13,655 | $5.52M | 0.60% | +990+7.8% | Added |
| Steward Partners Investment Advisory, LLC | 13,736 | $5.55M | 0.04% | +3,846+38.9% | Added |
| M&T Bank Corp | 14,139 | $5.72M | 0.02% | +2,072+17.2% | Added |
| CIBC Private Wealth Group, LLC | 14,180 | $5.73M | 0.01% | −14−0.1% | Reduced |
| Harvest Fund Management Co., Ltd | 14,408 | $5.82M | 0.28% | −608−4.0% | Reduced |
| Capital Group Private Client Services, Inc. | 14,759 | $5.97M | 0.05% | −76−0.5% | Reduced |
| Kentucky Retirement Systems | 14,807 | $5.99M | 0.18% | −970−6.1% | Reduced |
| KPP Advisory Services LLC | 14,913 | $6.03M | 0.99% | +179+1.2% | Added |
| Argent Advisors, Inc. | 15,000 | $6.06M | 1.87% | +4,000+36.4% | Added |
| Prudential PLC | 15,097 | $6.10M | 0.04% | +6,892+84.0% | Added |
| Brookstone Capital Management | 15,102 | $6.10M | 0.08% | +545+3.7% | Added |
| Miller Value Partners, LLC | 15,250 | $6.16M | 2.62% | 00.0% | Unchanged |
| US Bancorp | 15,384 | $6.22M | 0.01% | +2,310+17.7% | Added |
| Rathbone Brothers plc | 15,452 | $6.25M | 0.03% | +395+2.6% | Added |
| Beaird Harris Wealth Management, LLC | 15,772 | $6.38M | 0.49% | +1,665+11.8% | Added |
| Spahn Wealth & Retirement LLC | 19,989 | $6.41M | 4.12% | +19,989 | New |
| Janus Henderson Group PLC | 16,122 | $6.52M | 0.00% | −678−4.0% | Reduced |
| Secure Asset Management, LLC | 16,218 | $6.56M | 1.22% | +1,738+12.0% | Added |
| CWM, LLC | 16,641 | $6.73M | 0.02% | −1,022−5.8% | Reduced |
| Capstone Financial Advisors, Inc. | 12,775 | $6.78M | 0.39% | +4,702+58.2% | Added |
| Kestra Private Wealth Services, LLC | 17,124 | $6.92M | 0.10% | +4,516+35.8% | Added |
| Blue Sky Capital Consultants Group, Inc. | 17,251 | $6.97M | 3.58% | +8,780+103.6% | Added |