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 |
|---|---|---|---|---|---|
| Cresset Asset Management, LLC | 28,938 | $11.7M | 0.06% | −10,562−26.7% | Reduced |
| Shelton Capital Management | 28,873 | $11.7M | 0.27% | +2,431+9.2% | Added |
| IHT Wealth Management, LLC | 28,748 | $11.6M | 0.32% | −2,872−9.1% | Reduced |
| Pacific Capital Wealth Advisors, Inc | 29,089 | $11.5M | 2.11% | +368+1.3% | Added |
| Janney Montgomery Scott LLC | 28,461 | $11.5M | 0.03% | +556+2.0% | Added |
| CIBC World Markets Corp | 28,389 | $11.5M | 0.08% | +18,067+175.0% | Added |
| Xponance, Inc. | 28,248 | $11.4M | 0.10% | +3,322+13.3% | Added |
| iA Global Asset Management Inc. | 28,106 | $11.4M | 0.17% | +1,940+7.4% | Added |
| Clarity Capital Partners LLC | 28,026 | $11.3M | 4.05% | −173−0.6% | Reduced |
| Rakuten Securities, Inc. | 27,745 | $11.2M | 4.40% | +984+3.7% | Added |
| OP Asset Management Ltd | 26,350 | $10.7M | 0.16% | +2,829+12.0% | Added |
| Advisory Services Network, LLC | 26,260 | $10.6M | 0.17% | +18,640+244.6% | Added |
| Utah Retirement Systems | 26,104 | $10.6M | 0.11% | +817+3.2% | Added |
| Erste Asset Management GmbH | 27,000 | $10.4M | 0.09% | 00.0% | Unchanged |
| Leonteq Securities AG | 25,299 | $10.2M | 0.60% | −8,776−25.8% | Reduced |
| X-Square Capital, LLC | 25,257 | $10.2M | 3.67% | +10,400+70.0% | Added |
| EagleClaw Capital Managment, LLC | 25,090 | $10.1M | 1.51% | −2,005−7.4% | Reduced |
| Swiss Life Asset Management Ltd | 23,538 | $9.51M | 0.06% | +6,854+41.1% | Added |
| Brinker Capital Investments, LLC | 23,494 | $9.50M | 0.08% | +1,163+5.2% | Added |
| Pacer Advisors, Inc. | 23,378 | $9.45M | 0.02% | +6,288+36.8% | Added |
| Collar Capital Management, LLC | 23,175 | $9.37M | 7.88% | −383−1.6% | Reduced |
| Strive Asset Management, LLC | 23,149 | $9.36M | 5.63% | +27+0.1% | Added |
| Virginia Retirement Systems Et Al | 23,000 | $9.30M | 0.06% | +7,000+43.8% | Added |
| ASR Vermogensbeheer N.V. | 22,908 | $9.26M | 0.12% | +6,892+43.0% | Added |
| JustInvest LLC | 22,896 | $9.26M | 0.10% | +7,011+44.1% | Added |
| Sloy Dahl & Holst, LLC | 22,789 | $9.21M | 1.28% | +3,923+20.8% | Added |
| Tower Research Capital LLC (TRC) | 22,609 | $9.14M | 0.25% | −19,692−46.6% | Reduced |
| Macquarie Group Ltd | 22,546 | $9.11M | 0.01% | +6,674+42.0% | Added |
| Quantbot Technologies LP | 22,296 | $9.01M | 0.23% | +18,658+512.9% | Added |
| Finer Wealth Management, Inc. | 22,248 | $8.99M | 4.81% | −681−3.0% | Reduced |
| Capital International Sarl | 22,203 | $8.98M | 0.17% | −6,919−23.8% | Reduced |
| Prudential Financial Inc | 22,180 | $8.97M | 0.01% | +7,527+51.4% | Added |
| Heritage Investors Management Corp | 22,015 | $8.90M | 0.28% | −270−1.2% | Reduced |
| AQR Capital Management LLC | 22,569 | $8.83M | 0.01% | +8,724+63.0% | Added |
| Bleakley Financial Group, LLC | 21,784 | $8.81M | 0.22% | +4,817+28.4% | Added |
| Pathstone Holdings, LLC | 21,669 | $8.76M | 0.03% | −1,139−5.0% | Reduced |
| Berkshire Capital Holdings Inc | 21,140 | $8.55M | 2.99% | −6,580−23.7% | Reduced |
| Nordea Investment Management AB | 21,472 | $8.45M | 0.01% | +3,168+17.3% | Added |
| Titleist Asset Management, LLC | 20,614 | $8.33M | 0.83% | +894+4.5% | Added |
| Nisa Investment Advisors, LLC | 20,605 | $8.33M | 0.04% | +4,840+30.7% | Added |
| Golden State Wealth Management, LLC | 20,397 | $8.25M | 1.00% | +4,633+29.4% | Added |
| Mackenzie Financial Corp | 20,298 | $8.21M | 0.01% | +2,600+14.7% | Added |
| Cushing Asset Management, LP | 20,000 | $8.08M | 0.49% | +20,000 | New |
| Envestnet Asset Management Inc | 19,936 | $8.06M | 0.00% | +795+4.2% | Added |
| Nations Financial Group Inc, | 19,542 | $7.90M | 0.54% | −14,943−43.3% | Reduced |
| Manufacturers Life Insurance Company, The | 19,215 | $7.77M | 0.01% | +7,158+59.4% | Added |
| Blair William & Co | 19,096 | $7.72M | 0.02% | +3,245+20.5% | Added |
| Balyasny Asset Management LLC | 18,900 | $7.64M | 0.02% | +14,061+290.6% | Added |
| Profund Advisors LLC | 18,879 | $7.63M | 0.27% | +3,441+22.3% | Added |
| Oppenheimer & Co Inc | 18,618 | $7.53M | 0.10% | +5,705+44.2% | Added |
| Louisiana State Employees Retirement System | 18,600 | $7.52M | 0.14% | +1,200+6.9% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 18,606 | $7.51M | 0.02% | +4,441+31.4% | Added |
| Jefferies Financial Group Inc. | 18,352 | $7.42M | 0.12% | −318−1.7% | Reduced |
| Truist Financial Corp | 18,161 | $7.34M | 0.01% | +9,599+112.1% | Added |
| Candriam Luxembourg S.C.A. | 18,118 | $7.32M | 0.04% | +4,342+31.5% | Added |
| HHM Wealth Advisors, LLC | 18,028 | $7.29M | 0.87% | −17−0.1% | Reduced |
| Quantinno Capital Management LP | 17,767 | $7.18M | 0.03% | +7,573+74.3% | Added |
| Coastal Investment Advisors, Inc. | 17,747 | $7.17M | 2.83% | +14+0.1% | Added |
| Achmea Investment Management B.V. | 17,725 | $7.17M | 0.09% | +16,824+1,867.3% | Added |
| Sanctuary Advisors, LLC | 17,720 | $7.16M | 0.04% | +1,886+11.9% | Added |
| O'Shaughnessy Asset Management, LLC | 17,348 | $7.01M | 0.05% | +8,231+90.3% | Added |
| Blue Sky Capital Consultants Group, Inc. | 17,251 | $6.97M | 3.58% | +8,780+103.6% | Added |
| Kestra Private Wealth Services, LLC | 17,124 | $6.92M | 0.10% | +4,516+35.8% | Added |
| Capstone Financial Advisors, Inc. | 12,775 | $6.78M | 0.39% | +4,702+58.2% | Added |
| CWM, LLC | 16,641 | $6.73M | 0.02% | −1,022−5.8% | Reduced |
| Secure Asset Management, LLC | 16,218 | $6.56M | 1.22% | +1,738+12.0% | Added |
| Janus Henderson Group PLC | 16,122 | $6.52M | 0.00% | −678−4.0% | Reduced |
| Spahn Wealth & Retirement LLC | 19,989 | $6.41M | 4.12% | +19,989 | New |
| Beaird Harris Wealth Management, LLC | 15,772 | $6.38M | 0.49% | +1,665+11.8% | Added |
| Rathbone Brothers plc | 15,452 | $6.25M | 0.03% | +395+2.6% | Added |
| US Bancorp | 15,384 | $6.22M | 0.01% | +2,310+17.7% | Added |
| Miller Value Partners, LLC | 15,250 | $6.16M | 2.62% | 00.0% | Unchanged |
| Brookstone Capital Management | 15,102 | $6.10M | 0.08% | +545+3.7% | Added |
| Prudential PLC | 15,097 | $6.10M | 0.04% | +6,892+84.0% | Added |
| Argent Advisors, Inc. | 15,000 | $6.06M | 1.87% | +4,000+36.4% | Added |
| KPP Advisory Services LLC | 14,913 | $6.03M | 0.99% | +179+1.2% | Added |
| Kentucky Retirement Systems | 14,807 | $5.99M | 0.18% | −970−6.1% | Reduced |
| Capital Group Private Client Services, Inc. | 14,759 | $5.97M | 0.05% | −76−0.5% | Reduced |
| Harvest Fund Management Co., Ltd | 14,408 | $5.82M | 0.28% | −608−4.0% | Reduced |
| CIBC Private Wealth Group, LLC | 14,180 | $5.73M | 0.01% | −14−0.1% | Reduced |
| M&T Bank Corp | 14,139 | $5.72M | 0.02% | +2,072+17.2% | Added |
| Steward Partners Investment Advisory, LLC | 13,736 | $5.55M | 0.04% | +3,846+38.9% | Added |
| Paradigm Financial Partners, LLC | 13,655 | $5.52M | 0.60% | +990+7.8% | Added |
| Global Retirement Partners, LLC | 13,633 | $5.51M | 0.14% | +13,633 | New |
| Capital International Ltd | 13,621 | $5.51M | 0.21% | −4,857−26.3% | Reduced |
| Marathon Trading Investment Management LLC | 13,366 | $5.40M | 3.24% | +8,555+177.8% | Added |
| Tobam | 13,358 | $5.40M | 2.11% | −186−1.4% | Reduced |
| Amalgamated Bank | 13,141 | $5.31M | 0.04% | +686+5.5% | Added |
| Elequin Capital LP | 13,111 | $5.30M | 0.73% | −18,768−58.9% | Reduced |
| Financial Advocates Investment Management | 13,011 | $5.26M | 0.43% | −129−1.0% | Reduced |
| Apollon Wealth Management, LLC | 12,822 | $5.18M | 0.10% | +414+3.3% | Added |
| Gulf International Bank (UK) Ltd | 12,774 | $5.16M | 0.18% | +621+5.1% | Added |
| Citadel Advisors LLC | 12,689 | $5.13M | 0.00% | −1,547,066−99.2% | Reduced |
| Baird Financial Group, Inc. | 12,448 | $5.03M | 0.01% | +5,871+89.3% | Added |
| QRG Capital Management, Inc. | 12,343 | $4.99M | 0.04% | +10,794+696.8% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 12,263 | $4.96M | 0.14% | +4,984+68.5% | Added |
| AE Wealth Management LLC | 12,202 | $4.93M | 0.04% | +1,125+10.2% | Added |
| Maryland State Retirement & Pension System | 12,140 | $4.91M | 0.11% | +1,321+12.2% | Added |
| Patriot Investment Management Inc. | 12,109 | $4.89M | 0.34% | +12,109 | New |
| Hel Ved Capital Management Ltd | 12,075 | $4.88M | 2.20% | +10,320+588.0% | Added |