Skip to main content
Livermore
Livermore
ZHEN

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.

Other share classesSTRCSTRDSTRFSTRK

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.

Institutional holdersQ2 2025: 1,161 institutions
Q1 2021: 287 institutionsQ2 2021: 270 institutionsQ3 2021: 287 institutionsQ4 2021: 290 institutionsQ1 2022: 268 institutionsQ2 2022: 238 institutionsQ3 2022: 231 institutionsQ4 2022: 212 institutionsQ1 2023: 252 institutionsQ2 2023: 271 institutionsQ3 2023: 295 institutionsQ4 2023: 370 institutionsQ1 2024: 530 institutionsQ2 2024: 592 institutionsQ3 2024: 662 institutionsQ4 2024: 993 institutionsQ1 2025: 1,013 institutionsQ2 2025: 1,161 institutionsQ3 2025: 1,087 institutionsQ4 2025: 982 institutionsQ1 2026: 946 institutionsQ2 2026: 852 institutions
Value heldQ2 2025: $55.5B
Q1 2021: $3.86BQ2 2021: $4.24BQ3 2021: $3.30BQ4 2021: $3.26BQ1 2022: $3.00BQ2 2022: $1.05BQ3 2022: $1.25BQ4 2022: $812.8MQ1 2023: $1.92BQ2 2023: $2.39BQ3 2023: $2.29BQ4 2023: $5.14BQ1 2024: $16.4BQ2 2024: $12.5BQ3 2024: $16.0BQ4 2024: $31.1BQ1 2025: $36.2BQ2 2025: $55.5BQ3 2025: $45.1BQ4 2025: $26.6BQ1 2026: $24.7BQ2 2026: $18.2B
Institutions holding MSTR and their total value by quarter
QuarterHoldersValue
Q2 2026852$18.2B
Q1 2026946$24.7B
Q4 2025982$26.6B
Q3 20251,087$45.1B
Q2 20251,161$55.5B
Q1 20251,013$36.2B
Q4 2024993$31.1B
Q3 2024662$16.0B
Q2 2024592$12.5B
Q1 2024530$16.4B
Q4 2023370$5.14B
Q3 2023295$2.29B
Q2 2023271$2.39B
Q1 2023252$1.92B
Q4 2022212$812.8M
Q3 2022231$1.25B
Q2 2022238$1.05B
Q1 2022268$3.00B
Q4 2021290$3.26B
Q3 2021287$3.30B
Q2 2021270$4.24B
Q1 2021287$3.86B

Institutions, Q2 2025

Shares, value and share of portfolio for each institution holding Strategy Inc; share changes are against Q1 2025.

Institutions holding MSTR in Q2 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Plante Moran Financial Advisors, LLC20$8.09K0.00%−49−71.0%Reduced
Addison Advisors LLC20$8.09K0.00%00.0%Unchanged
Sound Income Strategies, LLC20$8.09K0.00%00.0%Unchanged
Fourth Dimension Wealth, LLC20$8.09K0.00%00.0%Unchanged
Delos Wealth Advisors, LLC20$8.09K0.01%+20New
Decker Retirement Planning Inc.20$8.09K0.00%+20New
Brown Brothers Harriman & Co19$7.68K0.00%+19New
Cary Street Partner Investment Advisory LLC19$7.68K0.00%+19New
Raffa Wealth Management, LLC18$7.28K0.00%+1+5.9%Added
Cromwell Holdings LLC18$7.28K0.00%+11+157.1%Added
Hughes Financial Services, LLC18$6.90K0.00%+4+28.6%Added
BankPlus Trust Department17$6.87K0.00%00.0%Unchanged
Tradewinds Capital Management, LLC16$6.47K0.00%00.0%Unchanged
True Wealth Design, LLC16$6.27K0.00%+11+220.0%Added
Trust Co of Vermont15$6.06K0.00%00.0%Unchanged
RMG Wealth Management LLC14$6.03K0.00%+14New
Twin Peaks Wealth Advisors, LLC15$5.89K0.00%+15New
WealthTrak Capital Management LLC13$5.26K0.00%+5+62.5%Added
Rise Advisors, LLC13$5.25K0.00%+9+225.0%Added
MJT & Associates Financial Advisory Group, Inc.12$4.85K0.01%00.0%Unchanged
Blue Bell Private Wealth Management, LLC12$4.85K0.00%00.0%Unchanged
Aspect Partners, LLC12$4.85K0.00%00.0%Unchanged
Zions Bancorporation, National Association12$4.85K0.00%+6+100.0%Added
S&T Bank12$4.85K0.00%+12New
Gordian Capital Singapore Pte Ltd10$4.04K0.01%−1,000−99.0%Reduced
Concord Wealth Partners10$4.04K0.00%00.0%Unchanged
Principia Wealth Advisory, LLC10$4.04K0.00%+2+25.0%Added
Rialto Wealth Management, LLC9$3.64K0.00%+4+80.0%Added
Tidemark, LLC9$3.64K0.00%−725−98.8%Reduced
Tanglewood Legacy Advisors, LLC9$3.64K0.00%00.0%Unchanged
Tortoise Investment Management, LLC9$3.64K0.00%+9New
Red Tortoise LLC9$3.64K0.00%+9New
TD Capital Management LLC7$2.83K0.00%00.0%Unchanged
Pineridge Advisors LLC7$2.83K0.00%00.0%Unchanged
Evelyn Partners Investment Management Services Ltd7$2.83K0.00%00.0%Unchanged
Whipplewood Advisors, LLC6$2.42K0.00%−43−87.8%Reduced
Evergreen Private Wealth LLC6$2.42K0.00%+6New
Atwood & Palmer Inc5$2.02K0.00%00.0%Unchanged
Financial Management Professionals, Inc.5$2.02K0.00%+1+25.0%Added
ZRC Wealth Management, LLC4$1.62K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC4$1.62K0.00%+2+100.0%Added
Jones Financial Companies LLLP4$1.54K0.00%+4New
Clear Investment Research, LLC3$1.21K0.00%00.0%Unchanged
Bare Financial Services, Inc3$1.21K0.00%00.0%Unchanged
Kayne Anderson Rudnick Investment Management LLC3$1.21K0.00%+3New
Stone House Investment Management, LLC3$1.21K0.00%+3New
Stephens Consulting, LLC3$1.21K0.00%+3New
Marshall & Sterling Wealth Advisors Inc.3$1.21K0.00%+3New
PEAK6 LLC3$1.16K0.00%−154,609−100.0%Reduced
DecisionPoint Financial, LLC3$1.12K0.00%+3New
Migdal Insurance & Financial Holdings Ltd.2$1.00K0.00%+2New
Valued Wealth Advisors LLC2$8090.00%00.0%Unchanged
Byrne Asset Management LLC2$8080.00%00.0%Unchanged
Duncker Streett & Co Inc2$8080.00%+2New
Proathlete Wealth Management LLC2$8080.00%+2New
Parkworth Wealth Management, Inc.2$8080.00%+2New
Brown, Lisle/Cummings, Inc.2$6140.00%+1+100.0%Added
North Capital, Inc.1$4040.00%−4−80.0%Reduced
IMG Wealth Management, Inc.1$4040.00%+1New
Quest 10 Wealth Builders, Inc.1$3070.00%00.0%Unchanged
PrairieView Partners, LLC1$00.00%00.0%Unchanged
Clear Street Derivatives LLC0$00.00%−5,283,815−100.0%Sold out
Virtu Financial LLC0$00.00%−84,369−100.0%Sold out
IMC-Chicago, LLC0$00.00%−58,971−100.0%Sold out
Itau Unibanco Holding S.A.0$00.00%−50,000−100.0%Sold out
Mercer Global Advisors Inc0$00.00%−45,828−100.0%Sold out
Shaolin Capital Management LLC0$00.00%−35,000−100.0%Sold out
Simplex Trading, LLC0$00.00%−29,313−100.0%Sold out
Advisor Resource Council0$00.00%−18,689−100.0%Sold out
Corebridge Financial, Inc.0$00.00%−16,691−100.0%Sold out
Sig Brokerage, LP0$00.00%−15,803−100.0%Sold out
HAP Trading, LLC0$00.00%−14,541−100.0%Sold out
SIH Partners, LLLP0$00.00%−13,560−100.0%Sold out
Turim 21 Investimentos Ltda.0$00.00%−11,000−100.0%Sold out
Flow Traders U.S. LLC0$00.00%−10,831−100.0%Sold out
Campion Asset Management LLC0$00.00%−9,940−100.0%Sold out
Cavalier Investments, LLC0$00.00%−8,780−100.0%Sold out
Allstate Corp0$00.00%−8,117−100.0%Sold out
TownSquare Capital, LLC0$00.00%−7,590−100.0%Sold out
DeepCurrents Investment Group LLC0$00.00%−5,972−100.0%Sold out
Teilinger Capital Ltd.0$00.00%−4,601−100.0%Sold out
Illinois Municipal Retirement Fund0$00.00%−4,530−100.0%Sold out
Flaharty Asset Management, LLC0$00.00%−4,055−100.0%Sold out
ING Groep NV0$00.00%−3,418−100.0%Sold out
Garda Capital Partners LP0$00.00%−3,009−100.0%Sold out
FNY Investment Advisers, LLC0$00.00%−2,963−100.0%Sold out
Caisse des Depots Et Consignations0$00.00%−2,404−100.0%Sold out
LaSalle St. Investment Advisors, LLC0$00.00%−2,137−100.0%Sold out
WealthTrust Asset Management, LLC0$00.00%−2,000−100.0%Sold out
Cascade Financial Partners, LLC0$00.00%−1,900−100.0%Sold out
Castle Rock Wealth Management, LLC0$00.00%−1,751−100.0%Sold out
Asahi Life Asset Management Co., Ltd.0$00.00%−1,430−100.0%Sold out
GR Financial Group, LLC0$00.00%−1,418−100.0%Sold out
Sherbrooke Park Advisers LLC0$00.00%−1,416−100.0%Sold out
Generation Capital Management LLC0$00.00%−1,311−100.0%Sold out
AssuredPartners Investment Advisors, LLC0$00.00%−1,290−100.0%Sold out
Boothbay Fund Management, LLC0$00.00%−1,241−100.0%Sold out
SkyOak Wealth, LLC0$00.00%−1,200−100.0%Sold out
Simon Quick Advisors, LLC0$00.00%−1,185−100.0%Sold out
Howard Capital Management Inc.0$00.00%−1,171−100.0%Sold out