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 |
|---|---|---|---|---|---|
| Thurston, Springer, Miller, Herd & Titak, Inc. | 231 | $93.4K | 0.01% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 227 | $91.8K | 0.01% | +227 | New |
| Moisand Fitzgerald Tamayo, LLC | 222 | $89.7K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 219 | $88.5K | 0.01% | +13+6.3% | Added |
| HighMark Wealth Management LLC | 215 | $86.9K | 0.04% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 211 | $85.3K | 0.01% | +11+5.5% | Added |
| Grove Bank & Trust | 211 | $85.3K | 0.01% | +131+163.8% | Added |
| Quaker Wealth Management, LLC | 204 | $82.5K | 0.03% | +204 | New |
| Costello Asset Management, INC | 200 | $80.8K | 0.03% | 00.0% | Unchanged |
| Fairman Group, LLC | 200 | $80.8K | 0.07% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 195 | $78.8K | 0.01% | +189+3,150.0% | Added |
| Global Wealth Strategies & Associates | 193 | $78.0K | 0.02% | −215−52.7% | Reduced |
| TFC Financial Management | 190 | $76.8K | 0.01% | −18−8.7% | Reduced |
| Darwin Advisors, LLC | 190 | $76.8K | 0.03% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 180 | $72.8K | 0.01% | +51+39.5% | Added |
| Strengthening Families & Communities, LLC | 251 | $72.4K | 0.04% | +251 | New |
| St Germain D J Co Inc | 177 | $71.5K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 171 | $69.1K | 0.02% | +5+3.0% | Added |
| Hopwood Financial Services, Inc. | 160 | $64.7K | 0.05% | −15−8.6% | Reduced |
| Stonehage Fleming Financial Services Holdings Ltd | 160 | $64.7K | 0.00% | −275−63.2% | Reduced |
| Opal Wealth Advisors, LLC | 157 | $63.5K | 0.02% | +2+1.3% | Added |
| Indiana Trust & Investment Management CO | 150 | $60.6K | 0.02% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 149 | $60.2K | 0.01% | +69+86.3% | Added |
| Catalyst Capital Advisors LLC | 148 | $59.8K | 0.00% | −26−14.9% | Reduced |
| Nemes Rush Group LLC | 136 | $55.0K | 0.01% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 134 | $54.2K | 0.02% | −632−82.5% | Reduced |
| DT Investment Partners, LLC | 130 | $52.5K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 128 | $52.1K | 0.02% | +36+39.1% | Added |
| Atlantic Union Bankshares Corp | 126 | $50.9K | 0.00% | +126 | New |
| V-Square Quantitative Management LLC | 126 | $50.9K | 0.01% | +126 | New |
| ORG Partners LLC | 136 | $50.8K | 0.01% | +61+81.3% | Added |
| Quest Partners LLC | 122 | $49.3K | 0.00% | +100+454.5% | Added |
| E Fund Management (Hong Kong) Co., Ltd. | 118 | $47.7K | 0.05% | +43+57.3% | Added |
| SJS Investment Consulting Inc. | 117 | $47.3K | 0.01% | +24+25.8% | Added |
| Covestor Ltd | 112 | $46.0K | 0.03% | −2−1.8% | Reduced |
| Horrell Capital Management, Inc. | 108 | $43.7K | 0.02% | +1+0.9% | Added |
| Sierra Ocean, LLC | 107 | $43.3K | 0.03% | +35+48.6% | Added |
| Montag A & Associates Inc | 105 | $42.4K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 103 | $41.6K | 0.00% | +13+14.4% | Added |
| Private Wealth Management Group, LLC | 101 | $40.8K | 0.01% | −4−3.8% | Reduced |
| MV Capital Management, Inc. | 101 | $40.8K | 0.00% | +13+14.8% | Added |
| Vermillion Wealth Management, Inc. | 100 | $40.4K | 0.02% | −85−45.9% | Reduced |
| Umb Bank N A | 100 | $40.4K | 0.00% | −3−2.9% | Reduced |
| Garde Capital, Inc. | 100 | $40.4K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 100 | $40.4K | 0.02% | +50+100.0% | Added |
| Boreal Capital Management LLC | 100 | $40.4K | 0.03% | +100 | New |
| Semmax Financial Advisors Inc. | 100 | $39.5K | 0.01% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 95 | $38.4K | 0.00% | −77−44.8% | Reduced |
| Safe Harbor Fiduciary, LLC | 92 | $37.2K | 0.03% | 00.0% | Unchanged |
| Maseco LLP | 90 | $36.4K | 0.00% | +90 | New |
| Game Plan Financial Advisors, LLC | 88 | $35.6K | 0.02% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 87 | $35.2K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 87 | $35.2K | 0.00% | +87 | New |
| Transce3nd, LLC | 87 | $35.2K | 0.01% | 00.0% | Unchanged |
| First PREMIER Bank | 84 | $34.0K | 0.01% | 00.0% | Unchanged |
| Binnacle Investments Inc | 83 | $33.6K | 0.02% | +69+492.9% | Added |
| SOA Wealth Advisors, LLC. | 81 | $32.7K | 0.01% | −47−36.7% | Reduced |
| Colonial Trust Advisors | 80 | $32.3K | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 74 | $27.6K | 0.01% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 63 | $25.5K | 0.01% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 62 | $25.1K | 0.00% | +28+82.4% | Added |
| Painted Porch Advisors LLC | 60 | $24.3K | 0.01% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 58 | $23.4K | 0.01% | +11+23.4% | Added |
| City State Bank | 55 | $22.2K | 0.01% | 00.0% | Unchanged |
| Avion Wealth | 55 | $22.0K | 0.01% | +24+77.4% | Added |
| UMA Financial Services, Inc. | 52 | $21.0K | 0.00% | −1−1.9% | Reduced |
| Asset Dedication, LLC | 52 | $21.0K | 0.00% | +5+10.6% | Added |
| LRI Investments, LLC | 51 | $20.6K | 0.00% | +51 | New |
| Eisler Capital Management Ltd. | 50 | $20.2K | 0.00% | +50 | New |
| HM Payson & Co | 50 | $20.2K | 0.00% | 00.0% | Unchanged |
| Trust Co | 50 | $20.2K | 0.00% | 00.0% | Unchanged |
| Avalon Trust Co | 50 | $20.2K | 0.00% | 00.0% | Unchanged |
| Bank of New Hampshire | 50 | $20.2K | 0.01% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 50 | $20.2K | 0.01% | 00.0% | Unchanged |
| Crewe Advisors LLC | 50 | $20.2K | 0.00% | +2+4.2% | Added |
| Berbice Capital Management LLC | 50 | $20.2K | 0.01% | +5+11.1% | Added |
| Frazier Financial Advisors, LLC | 45 | $18.2K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 45 | $18.2K | 0.00% | +2+4.7% | Added |
| Fortitude Family Office, LLC | 43 | $17.4K | 0.01% | −47−52.2% | Reduced |
| Briaud Financial Planning, Inc | 44 | $17.0K | 0.01% | +44 | New |
| Sachetta, LLC | 41 | $16.6K | 0.01% | +9+28.1% | Added |
| United Community Bank | 40 | $16.2K | 0.01% | +40 | New |
| Contravisory Investment Management, Inc. | 39 | $15.8K | 0.00% | +39 | New |
| Chilton Capital Management LLC | 38 | $15.4K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 37 | $15.0K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 36 | $14.6K | 0.00% | −87−70.7% | Reduced |
| Cape Investment Advisory, Inc. | 33 | $13.3K | 0.00% | 00.0% | Unchanged |
| ORG Wealth Partners, LLC | 35 | $13.1K | 0.00% | +32+1,066.7% | Added |
| Delta Asset Management LLC | 30 | $12.1K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 30 | $12.0K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 29 | $11.7K | 0.01% | +3+11.5% | Added |
| Atlantic Trust, LLC | 27 | $10.9K | 0.00% | +3+12.5% | Added |
| Minot DeBlois Advisors LLC | 25 | $10.1K | 0.01% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 25 | $10.1K | 0.00% | 00.0% | Unchanged |
| Pinney & Scofield, Inc. | 25 | $10.1K | 0.01% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 25 | $10.0K | 0.00% | +3+13.6% | Added |
| Kilter Group LLC | 23 | $9.30K | 0.00% | +23 | New |
| Bruce G. Allen Investments, LLC | 23 | $9.30K | 0.01% | +4+21.1% | Added |
| TD Private Client Wealth LLC | 21 | $8.49K | 0.00% | +6+40.0% | Added |
| PFS Partners, LLC | 21 | $8.49K | 0.00% | +21 | New |