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 |
|---|---|---|---|---|---|
| Great West Life Assurance Co | 96,889 | $39.2M | 0.06% | +9,237+10.5% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 93,273 | $37.7M | 0.08% | −14,072−13.1% | Reduced |
| Quantitative Investment Management, LLC | 92,997 | $37.6M | 5.04% | +92,997 | New |
| Mn Services Vermogensbeheer B.V. | 92,500 | $37.4M | 0.26% | +92,500 | New |
| LMR Partners LLP | 91,682 | $37.1M | 0.58% | −16,446−15.2% | Reduced |
| Shariaportfolio, Inc. | 90,138 | $36.4M | 15.60% | +2,541+2.9% | Added |
| KLP Kapitalforvaltning AS | 89,500 | $36.2M | 0.16% | +13,000+17.0% | Added |
| Stevens Capital Management LP | 88,977 | $36.0M | 9.77% | +88,977 | New |
| Handelsbanken Fonder AB | 88,637 | $35.8M | 0.13% | +38,577+77.1% | Added |
| Nomura Holdings Inc | 86,937 | $35.1M | 0.28% | +14,603+20.2% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 86,310 | $34.9M | 0.06% | +1,064+1.2% | Added |
| Nomura Asset Management Co Ltd | 84,250 | $34.1M | 0.09% | +10,260+13.9% | Added |
| State of New Jersey Common Pension Fund D | 83,451 | $33.7M | 0.13% | +6,836+8.9% | Added |
| HighTower Advisors, LLC | 82,664 | $33.4M | 0.04% | +6,718+8.8% | Added |
| Alliancebernstein L.P. | 82,308 | $33.3M | 0.01% | −16,766−16.9% | Reduced |
| D. E. Shaw & Co., Inc. | 80,143 | $32.4M | 0.03% | +34,084+74.0% | Added |
| Swedbank AB | 79,437 | $32.1M | 0.04% | +79,437 | New |
| Wolverine Trading, LLC | 82,933 | $31.8M | 0.81% | +39,827+92.4% | Added |
| Resona Asset Management Co.,Ltd. | 77,914 | $31.3M | 0.15% | +9,338+13.6% | Added |
| Squarepoint Ops LLC | 77,034 | $31.1M | 0.07% | −16,899−18.0% | Reduced |
| STRS Ohio | 76,801 | $31.0M | 0.12% | +73,661+2,345.9% | Added |
| Brevan Howard Capital Management LP | 75,116 | $30.4M | 0.33% | +75,116 | New |
| Teacher Retirement System of Texas | 75,075 | $30.3M | 0.13% | +2,480+3.4% | Added |
| Lansforsakringar Fondforvaltning AB (publ) | 74,974 | $30.3M | 0.17% | +17,065+29.5% | Added |
| Arizona State Retirement System | 72,315 | $29.2M | 0.17% | +5,792+8.7% | Added |
| Accuvest Global Advisors | 71,795 | $29.0M | 18.88% | −13,027−15.4% | Reduced |
| Schonfeld Strategic Advisors LLC | 71,173 | $28.8M | 0.22% | +69,873+5,374.8% | Added |
| Kapstone Financial Advisors LLC | 70,485 | $28.5M | 14.21% | +1,785+2.6% | Added |
| Rockefeller Capital Management L.P. | 69,248 | $28.0M | 0.06% | +406+0.6% | Added |
| Correct Capital Wealth Management | 68,721 | $27.8M | 5.41% | −119,742−63.5% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 68,353 | $27.6M | 0.07% | +18,671+37.6% | Added |
| Generali Asset Management SPA SGR | 67,806 | $27.4M | 0.62% | +2,679+4.1% | Added |
| Renaissance Technologies LLC | 264,599 | $26.5M | 0.04% | +243,799+1,172.1% | Added |
| Millennium Management LLC | 65,540 | $26.5M | 0.02% | +65,540 | New |
| Sassicaia Capital Advisers LLC | 64,410 | $26.0M | 16.38% | +62,510+3,290.0% | Added |
| Toronto Dominion Bank | 64,064 | $25.9M | 0.06% | +18,485+40.6% | Added |
| Nissay Asset Management Corp | 63,925 | $25.8M | 0.15% | +7,052+12.4% | Added |
| EULAV Asset Management | 62,500 | $25.3M | 0.59% | −12,500−16.7% | Reduced |
| Exchange Traded Concepts, LLC | 61,439 | $24.8M | 0.32% | −6,246−9.2% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 61,073 | $24.7M | 0.09% | +10,185+20.0% | Added |
| Guggenheim Capital LLC | 60,200 | $24.3M | 0.20% | +16,054+36.4% | Added |
| Ameriprise Financial Inc | 59,429 | $24.0M | 0.01% | +3,089+5.5% | Added |
| Kestra Advisory Services, LLC | 59,167 | $23.9M | 0.12% | +1,336+2.3% | Added |
| Zurich Insurance Group Ltd | 56,885 | $23.0M | 0.18% | +56,885 | New |
| Independent Advisor Alliance | 56,826 | $23.0M | 0.66% | −1,282−2.2% | Reduced |
| Voya Investment Management LLC | 56,399 | $22.8M | 0.02% | −16,991−23.2% | Reduced |
| Wealthfront Advisers LLC | 55,614 | $22.5M | 0.06% | −1,645−2.9% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 55,401 | $22.4M | 0.22% | +45,076+436.6% | Added |
| Daiwa Securities Group Inc. | 54,436 | $22.3M | 0.08% | +3,361+6.6% | Added |
| Two Sigma Investments, LP | 53,823 | $21.8M | 0.04% | +53,823 | New |
| CIBC Asset Management Inc | 53,501 | $21.6M | 0.07% | +2,233+4.4% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 50,983 | $20.6M | 0.09% | +6,500+14.6% | Added |
| Wealth Enhancement Advisory Services, LLC | 50,914 | $20.6M | 0.03% | −414−0.8% | Reduced |
| GF Fund Management Co. Ltd. | 50,589 | $20.4M | 0.41% | −699−1.4% | Reduced |
| Forsta Ap-Fonden | 50,400 | $20.4M | 0.13% | +4,800+10.5% | Added |
| Compass Ion Advisors, LLC | 50,248 | $20.3M | 2.20% | −3,854−7.1% | Reduced |
| GWM Advisors LLC | 49,867 | $20.2M | 0.10% | +3,419+7.4% | Added |
| Avantax Advisory Services, Inc. | 49,309 | $19.9M | 0.11% | +1,288+2.7% | Added |
| Madden Securities Corp | 49,296 | $19.9M | 6.68% | +26+0.1% | Added |
| Twin Tree Management, LP | 49,011 | $19.8M | 0.50% | −48,574−49.8% | Reduced |
| MML Investors Services, LLC | 48,710 | $19.7M | 0.06% | +4,916+11.2% | Added |
| IFM Investors Pty Ltd | 47,697 | $19.3M | 0.18% | +4,776+11.1% | Added |
| Independent Financial Group, LLC | 46,401 | $18.8M | 0.52% | +8,286+21.7% | Added |
| DnB Asset Management AS | 46,174 | $18.7M | 0.08% | +6,483+16.3% | Added |
| Fiduciary Alliance LLC | 44,918 | $18.2M | 1.35% | +9,937+28.4% | Added |
| Y-Intercept (Hong Kong) Ltd | 44,622 | $18.0M | 0.44% | +44,622 | New |
| Capital Wealth Alliance, LLC | 44,091 | $17.8M | 9.58% | +214+0.5% | Added |
| Consolidated Portfolio Review Corp | 42,532 | $17.2M | 2.38% | −1,472−3.3% | Reduced |
| Acorn Financial Advisory Services Inc | 42,318 | $17.1M | 2.80% | −5,420−11.4% | Reduced |
| Man Group plc | 41,956 | $17.0M | 0.04% | +41,956 | New |
| Private Advisor Group, LLC | 41,457 | $16.8M | 0.09% | −29,546−41.6% | Reduced |
| NEOS Investment Management LLC | 41,118 | $16.6M | 0.21% | +18,772+84.0% | Added |
| USS Investment Management Ltd | 40,953 | $16.6M | 0.10% | +40,953 | New |
| Capital Fund Management S.A. | 40,661 | $16.4M | 0.18% | +3,428+9.2% | Added |
| AXA S.A. | 40,266 | $16.3M | 0.05% | +4,689+13.2% | Added |
| SEI Investments Co | 39,905 | $16.1M | 0.02% | +14,296+55.8% | Added |
| Moors & Cabot, Inc. | 39,220 | $15.9M | 0.74% | −517−1.3% | Reduced |
| British Columbia Investment Management Corp | 38,942 | $15.7M | 0.09% | −4,441−10.2% | Reduced |
| Principal Financial Group Inc | 38,927 | $15.7M | 0.01% | −6,770−14.8% | Reduced |
| Vista Investment Partners II, LLC | 38,873 | $15.7M | 7.58% | −1,922−4.7% | Reduced |
| ExodusPoint Capital Management, LP | 38,453 | $15.5M | 0.19% | +38,453 | New |
| Police & Firemen's Retirement System of New Jersey | 37,932 | $15.3M | 0.14% | +4,304+12.8% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 37,876 | $15.3M | 0.14% | +1,083+2.9% | Added |
| Kingswood Wealth Advisors, LLC | 37,614 | $15.2M | 1.20% | +2,183+6.2% | Added |
| Standard Life Aberdeen plc | 37,776 | $15.2M | 0.03% | +7,828+26.1% | Added |
| Tudor Investment Corp Et Al | 37,373 | $15.1M | 0.11% | +28,658+328.8% | Added |
| Sky-Mountain Capital Management, Inc. | 36,429 | $14.6M | 9.73% | +487+1.4% | Added |
| Russell Investments Group, Ltd. | 36,099 | $14.5M | 0.02% | +4,793+15.3% | Added |
| Varma Mutual Pension Insurance Co | 35,100 | $14.2M | 0.10% | +7,200+25.8% | Added |
| Qube Research & Technologies Ltd | 34,766 | $14.1M | 0.02% | +34,766 | New |
| Prospera Financial Services Inc | 34,108 | $13.8M | 0.26% | +23,710+228.0% | Added |
| SBI Securities Co., Ltd. | 34,061 | $13.8M | 0.40% | −2,589−7.1% | Reduced |
| CIBC World Markets Inc. | 34,014 | $13.7M | 0.03% | +24,036+240.9% | Added |
| American Century Companies Inc | 33,927 | $13.7M | 0.01% | +5,969+21.3% | Added |
| Ensign Peak Advisors, Inc | 32,961 | $13.3M | 0.02% | −7,237−18.0% | Reduced |
| Public Employees Retirement Association of Colorado | 32,709 | $13.2M | 0.05% | +2,142+7.0% | Added |
| EverSource Wealth Advisors, LLC | 32,691 | $13.2M | 0.60% | +603+1.9% | Added |
| Rafferty Asset Management, LLC | 32,349 | $13.1M | 0.04% | −10,592−24.7% | Reduced |
| Franklin Resources Inc | 30,429 | $12.3M | 0.00% | +12,822+72.8% | Added |
| United Capital Management of KS, Inc. | 29,269 | $11.8M | 1.85% | +38+0.1% | Added |