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 |
|---|---|---|---|---|---|
| Victory Financial Group, LLC | 612 | $247.4K | 0.04% | +612 | New |
| TSA Wealth Managment LLC | 608 | $245.8K | 0.09% | +608 | New |
| JTC Employer Solutions Trusteee Ltd | 600 | $243.0K | 0.02% | 00.0% | Unchanged |
| GAM Holding AG | 600 | $242.5K | 0.02% | +600 | New |
| Hummer Financial Advisory Services Inc | 600 | $242.5K | 0.18% | +600 | New |
| J. Safra Sarasin Holding AG | 600 | $242.5K | 0.00% | +600 | New |
| Darden Wealth Group Inc | 600 | $242.5K | 0.15% | +600 | New |
| Ronald Blue Trust, Inc. | 599 | $242.0K | 0.00% | −1,002−62.6% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 598 | $241.7K | 0.01% | −2,509−80.8% | Reduced |
| III Capital Management | 590 | $238.5K | 0.04% | +590 | New |
| WPG Advisers, LLC | 589 | $238.1K | 0.20% | +38+6.9% | Added |
| Robertson Stephens Wealth Management, LLC | 587 | $237.3K | 0.01% | +587 | New |
| Beacon Financial Advisory LLC | 586 | $236.9K | 0.06% | +586 | New |
| Keel Point, LLC | 584 | $236.1K | 0.02% | +584 | New |
| Creative Financial Designs Inc | 582 | $235.3K | 0.02% | −123−17.4% | Reduced |
| Westmount Partners, LLC | 579 | $234.0K | 0.06% | −2,045−77.9% | Reduced |
| Grimes & Company, Inc. | 577 | $233.3K | 0.01% | +577 | New |
| Signature Estate & Investment Advisors LLC | 575 | $232.4K | 0.01% | −281−32.8% | Reduced |
| Visionary Horizons, LLC | 575 | $232.4K | 0.15% | +575 | New |
| Moss Adams Wealth Advisors LLC | 570 | $230.4K | 0.02% | +570 | New |
| Evermay Wealth Management LLC | 569 | $230.0K | 0.03% | −11−1.9% | Reduced |
| Capula Management Ltd | 567 | $229.2K | 0.00% | −1,299,433−100.0% | Reduced |
| Capital Investment Advisors, LLC | 566 | $228.9K | 0.00% | −610−51.9% | Reduced |
| Pin Oak Investment Advisors Inc | 791 | $228.0K | 0.19% | +223+39.3% | Added |
| Formidable Asset Management, LLC | 789 | $227.4K | 0.04% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 559 | $226.0K | 0.01% | −1,801−76.3% | Reduced |
| Crux Wealth Advisors | 558 | $225.6K | 0.10% | +558 | New |
| Objective Capital Management, LLC | 557 | $225.2K | 0.25% | +557 | New |
| Smartleaf Asset Management LLC | 583 | $223.8K | 0.02% | −113−16.2% | Reduced |
| Gemmer Asset Management LLC | 551 | $222.7K | 0.02% | +551 | New |
| Waterloo Capital, L.P. | 550 | $222.3K | 0.02% | +550 | New |
| Wealth Group Ltd | 545 | $220.3K | 0.06% | +545 | New |
| PDS Planning, Inc | 541 | $218.7K | 0.02% | +541 | New |
| EPG Wealth Management LLC | 541 | $218.7K | 0.07% | +541 | New |
| Birchcreek Wealth Management, LLC | 540 | $218.2K | 0.12% | +540 | New |
| Aspen Grove Capital, LLC | 539 | $217.9K | 0.04% | +539 | New |
| SCS Capital Management LLC | 538 | $217.5K | 0.00% | +538 | New |
| Versant Capital Management, Inc | 537 | $217.1K | 0.03% | +190+54.8% | Added |
| Element Wealth, LLC | 532 | $215.2K | 0.10% | +532 | New |
| Dorsey & Whitney Trust CO LLC | 532 | $215.2K | 0.01% | +532 | New |
| Essex LLC | 530 | $214.2K | 0.04% | +530 | New |
| Oxinas Partners Wealth Management LLC | 529 | $213.8K | 0.11% | +529 | New |
| Pinnacle Wealth Planning Services, Inc. | 528 | $213.4K | 0.03% | +528 | New |
| Three Seasons Wealth, LLC | 527 | $213.0K | 0.02% | +527 | New |
| Bridgewater Advisors Inc. | 536 | $211.5K | 0.02% | +536 | New |
| Dana Investment Advisors, Inc. | 523 | $211.4K | 0.01% | +523 | New |
| Global Assets Advisory, LLC | 565 | $210.9K | 0.08% | −1,175−67.5% | Reduced |
| Webster Bank, N. A. | 520 | $210.2K | 0.02% | 00.0% | Unchanged |
| Naples Global Advisors, LLC | 520 | $210.2K | 0.02% | +520 | New |
| Quartz Partners, LLC | 520 | $210.2K | 0.10% | +520 | New |
| Sentry LLC | 518 | $209.4K | 0.04% | +518 | New |
| New Insight Wealth Advisors | 518 | $209.4K | 0.09% | +518 | New |
| Patton Fund Management, Inc. | 517 | $209.0K | 0.05% | +517 | New |
| Canopy Partners, LLC | 515 | $208.2K | 0.08% | +515 | New |
| Smith Thornton Advisors LLC | 515 | $208.2K | 0.12% | +515 | New |
| Garrett Investment Advisors LLC | 510 | $206.2K | 0.02% | +510 | New |
| Second Line Capital, LLC | 510 | $206.2K | 0.05% | +510 | New |
| Grandview Asset Management LLC | 507 | $205.0K | 0.07% | +507 | New |
| Journey Advisory Group, LLC | 503 | $203.3K | 0.02% | +503 | New |
| Ingalls & Snyder LLC | 502 | $203.0K | 0.01% | +502 | New |
| Sprott Inc. | 502 | $202.9K | 0.01% | +502 | New |
| Whitener Capital Management, Inc. | 500 | $202.1K | 0.05% | −500−50.0% | Reduced |
| Triglav Skladi, D.O.O. | 500 | $202.1K | 0.01% | 00.0% | Unchanged |
| Cary Street Partners Financial LLC | 500 | $202.1K | 0.01% | +500 | New |
| Roundview Capital LLC | 500 | $202.1K | 0.01% | +500 | New |
| Oarsman Capital, Inc. | 500 | $202.1K | 0.03% | +500 | New |
| B&D White Capital Company, LLC | 500 | $202.1K | 0.03% | +500 | New |
| Sara-Bay Financial | 500 | $202.1K | 0.07% | +500 | New |
| Ieq Capital, LLC | 499 | $201.7K | 0.00% | +499 | New |
| SAM Advisors, LLC | 496 | $200.5K | 0.07% | +496 | New |
| Patriot Financial Group Insurance Agency, LLC | 496 | $200.5K | 0.02% | +496 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 495 | $200.1K | 0.06% | +130+35.6% | Added |
| Compagnie Lombard Odier SCmA | 464 | $187.6K | 0.00% | +149+47.3% | Added |
| Vestor Capital, LLC | 1,245 | $186.0K | 0.02% | +792+174.8% | Added |
| TD Waterhouse Canada Inc. | 490 | $182.8K | 0.00% | −153−23.8% | Reduced |
| S.A. Mason LLC | 392 | $158.5K | 0.08% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 392 | $158.0K | 0.02% | +12+3.2% | Added |
| GeoWealth Management, LLC | 376 | $152.0K | 0.01% | +115+44.1% | Added |
| Riggs Asset Managment Co. Inc. | 351 | $141.9K | 0.03% | +290+475.4% | Added |
| First Horizon Advisors, Inc. | 347 | $140.3K | 0.00% | +316+1,019.4% | Added |
| Rosenberg Matthew Hamilton | 341 | $137.8K | 0.03% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 330 | $133.4K | 0.04% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 434 | $125.7K | 0.01% | 00.0% | Unchanged |
| Optimum Investment Advisors | 310 | $125.3K | 0.05% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 310 | $125.3K | 0.01% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 310 | $125.3K | 0.03% | 00.0% | Unchanged |
| Eq Wealth Advisors, LLC | 307 | $124.1K | 0.08% | 00.0% | Unchanged |
| Jackson Square Capital, LLC | 283 | $114.4K | 0.03% | +283 | New |
| CX Institutional | 282 | $114.0K | 0.00% | −9−3.1% | Reduced |
| Hantz Financial Services, Inc. | 278 | $112.0K | 0.00% | +278 | New |
| Harel Insurance Investments & Financial Services Ltd. | 263 | $106.0K | 0.00% | +131+99.2% | Added |
| Ancora Advisors, LLC | 260 | $105.3K | 0.00% | +20+8.3% | Added |
| Cornerstone Planning Group LLC | 276 | $103.6K | 0.02% | +10+3.8% | Added |
| Bogart Wealth, LLC | 253 | $102.3K | 0.00% | +4+1.6% | Added |
| Burkett Financial Services, LLC | 250 | $101.1K | 0.04% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 247 | $98.6K | 0.02% | +41+19.9% | Added |
| AlphaCore Capital LLC | 237 | $95.9K | 0.00% | +237 | New |
| DAGCO, Inc. | 237 | $95.8K | 0.03% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 236 | $93.7K | 0.05% | +60+34.1% | Added |
| Quarry LP | 231 | $93.4K | 0.02% | −258−52.8% | Reduced |