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 |
|---|---|---|---|---|---|
| Chicago Partners Investment Group LLC | 11,753 | $4.85M | 0.14% | +1,209+11.5% | Added |
| Spire Wealth Management | 11,805 | $4.77M | 0.17% | +672+6.0% | Added |
| CTC Alternative Strategies, Ltd. | 11,749 | $4.75M | 4.15% | +2,629+28.8% | Added |
| Capital International Inc | 11,646 | $4.71M | 0.05% | −2,451−17.4% | Reduced |
| Park Avenue Securities LLC | 11,493 | $4.65M | 0.04% | +2,714+30.9% | Added |
| Western Wealth Management, LLC | 11,455 | $4.63M | 0.28% | +9+0.1% | Added |
| SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co | 11,597 | $4.55M | 3.37% | +1,046+9.9% | Added |
| Perigon Wealth Management, LLC | 11,225 | $4.54M | 0.11% | +414+3.8% | Added |
| Equitable Holdings, Inc. | 11,186 | $4.52M | 0.04% | −1,449−11.5% | Reduced |
| CAP Partners, LLC | 11,168 | $4.51M | 2.84% | −1,347−10.8% | Reduced |
| Stratos Wealth Partners, LTD. | 11,109 | $4.49M | 0.06% | −969−8.0% | Reduced |
| Wallace Hart LLC | 10,893 | $4.40M | 3.50% | +5,291+94.4% | Added |
| Federation des caisses Desjardins du Quebec | 10,855 | $4.39M | 0.02% | −9,599−46.9% | Reduced |
| Merit Financial Group, LLC | 10,852 | $4.39M | 0.05% | +3,145+40.8% | Added |
| Moore Capital Management, LP | 10,789 | $4.36M | 0.09% | 00.0% | Unchanged |
| Allianz Asset Management GmbH | 10,738 | $4.34M | 0.01% | −4,297−28.6% | Reduced |
| StoneX Group Inc. | 10,667 | $4.31M | 0.21% | −215−2.0% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 10,508 | $4.25M | 0.15% | +1,050+11.1% | Added |
| Elo Mutual Pension Insurance Co | 10,359 | $4.19M | 0.09% | −733−6.6% | Reduced |
| Belmont Capital, LLC | 10,304 | $4.17M | 0.63% | +10,304 | New |
| J.W. Cole Advisors, Inc. | 10,262 | $4.15M | 0.09% | +2,069+25.3% | Added |
| Wedbush Securities Inc | 10,187 | $4.12M | 0.14% | −316−3.0% | Reduced |
| The PNC Financial Services Group, Inc. | 10,125 | $4.09M | 0.00% | +3,398+50.5% | Added |
| Intech Investment Management LLC | 10,083 | $4.08M | 0.04% | +1,555+18.2% | Added |
| Truvestments Capital LLC | 10,048 | $4.06M | 0.81% | +5,167+105.9% | Added |
| PKO Investment Management Joint-Stock Co | 10,000 | $4.04M | 0.43% | +10,000 | New |
| Sovran Advisors, LLC | 10,130 | $4.02M | 0.42% | +1,443+16.6% | Added |
| MTM Investment Management, LLC | 9,913 | $4.01M | 1.35% | +124+1.3% | Added |
| Captrust Financial Advisors | 9,904 | $4.00M | 0.01% | +2,058+26.2% | Added |
| Cerity Partners LLC | 9,588 | $3.88M | 0.01% | −3,702−27.9% | Reduced |
| Caitong International Asset Management Co., Ltd | 9,557 | $3.86M | 2.76% | +9,557 | New |
| BIT Capital GmbH | 9,529 | $3.85M | 0.25% | +9,529 | New |
| Visionary Wealth Advisors | 9,518 | $3.85M | 0.20% | −101−1.1% | Reduced |
| Ewing Morris & Co. Investment Partners Ltd. | 9,426 | $3.81M | 1.71% | +1,985+26.7% | Added |
| Concurrent Investment Advisors, LLC | 9,411 | $3.80M | 0.07% | +3,857+69.4% | Added |
| AG2R la Mondiale Gestion D'Actifs | 9,324 | $3.77M | 0.19% | +648+7.5% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 9,480 | $3.73M | 0.03% | +145+1.6% | Added |
| Bank of Nova Scotia | 9,227 | $3.73M | 0.01% | +2,357+34.3% | Added |
| Davenport & Co LLC | 9,030 | $3.65M | 0.02% | +6,550+264.1% | Added |
| RiverFront Investment Group, LLC | 8,810 | $3.56M | 0.07% | +8,810 | New |
| B. Metzler seel. Sohn & Co. AG | 8,718 | $3.52M | 0.03% | −110−1.2% | Reduced |
| Cubist Systematic Strategies, LLC | 8,702 | $3.52M | 0.04% | +8,702 | New |
| Simplicity Wealth,LLC | 8,632 | $3.49M | 0.15% | +4,594+113.8% | Added |
| Stratos Wealth Advisors, LLC | 8,556 | $3.46M | 0.18% | +239+2.9% | Added |
| Geneos Wealth Management Inc. | 8,501 | $3.44M | 0.08% | +3,209+60.6% | Added |
| Johns Hopkins University | 8,400 | $3.40M | 0.18% | +8,400 | New |
| Tokio Marine Asset Management Co Ltd | 8,398 | $3.39M | 0.13% | +1,206+16.8% | Added |
| Ameritas Investment Partners, Inc. | 8,313 | $3.36M | 0.11% | +532+6.8% | Added |
| Great Lakes Advisors, LLC | 8,292 | $3.35M | 0.03% | +3,884+88.1% | Added |
| Banque Transatlantique SA | 8,287 | $3.32M | 0.09% | −728−8.1% | Reduced |
| Gladstone Institutional Advisory LLC | 8,201 | $3.32M | 0.14% | +577+7.6% | Added |
| Hartline Investment Corp | 8,162 | $3.30M | 0.37% | +6,363+353.7% | Added |
| Axxcess Wealth Management, LLC | 8,160 | $3.30M | 0.08% | +15+0.2% | Added |
| Vontobel Holding Ltd. | 8,047 | $3.25M | 0.01% | −4,537−36.1% | Reduced |
| Wellington Management Group LLP | 8,045 | $3.25M | 0.00% | +1,229+18.0% | Added |
| Strategic Advocates LLC | 7,994 | $3.23M | 0.96% | +141+1.8% | Added |
| Banque Cantonale Vaudoise | 7,973 | $3.22M | 0.13% | +1,288+19.3% | Added |
| Monograph Wealth Advisors, LLC | 7,955 | $3.22M | 0.40% | 00.0% | Unchanged |
| Verus Capital Partners, LLC | 7,871 | $3.18M | 0.28% | +3,567+82.9% | Added |
| Thrivent Financial for Lutherans | 7,945 | $3.08M | 0.01% | −846−9.6% | Reduced |
| Norinchukin Bank, The | 7,570 | $3.06M | 0.05% | +1,078+16.6% | Added |
| Farther Finance Advisors, LLC | 7,341 | $2.97M | 0.06% | +974+15.3% | Added |
| Vivid Wealth Management, LLC | 7,334 | $2.96M | 1.30% | −422−5.4% | Reduced |
| Sepio Capital, LP | 7,282 | $2.94M | 0.21% | +1,426+24.4% | Added |
| Traphagen Investment Advisors LLC | 7,214 | $2.92M | 0.28% | −2,542−26.1% | Reduced |
| Bridgewater Associates, LP | 7,164 | $2.90M | 0.01% | +950+15.3% | Added |
| Western Financial Corp | 7,116 | $2.88M | 1.54% | +7,116 | New |
| Sequoia Financial Advisors, LLC | 7,087 | $2.86M | 0.02% | +392+5.9% | Added |
| Assenagon Asset Management S.A. | 7,065 | $2.86M | 0.00% | +1,035+17.2% | Added |
| Kingsview Wealth Management, LLC | 7,051 | $2.85M | 0.05% | +380+5.7% | Added |
| Bellwether Advisors, LLC | 7,024 | $2.84M | 0.48% | +7,024 | New |
| Andar Capital Management HK Ltd | 7,000 | $2.83M | 3.31% | −3,800−35.2% | Reduced |
| Cyndeo Wealth Partners, LLC | 6,937 | $2.80M | 0.17% | +2,648+61.7% | Added |
| 111 Capital | 6,924 | $2.80M | 0.48% | +6,924 | New |
| Ambassador Advisors, LLC | 6,873 | $2.78M | 0.43% | 00.0% | Unchanged |
| Teamwork Financial Advisors, LLC | 6,868 | $2.78M | 0.34% | −1,524−18.2% | Reduced |
| Aptus Capital Advisors, LLC | 6,861 | $2.77M | 0.03% | +9+0.1% | Added |
| Dynamic Advisor Solutions LLC | 6,832 | $2.76M | 0.09% | −722−9.6% | Reduced |
| Legacy Wealth Managment, LLC | 6,811 | $2.75M | 1.46% | −1,413−17.2% | Reduced |
| Legacy Investment Solutions, LLC | 6,811 | $2.75M | 1.46% | +6,811 | New |
| Wahed Invest LLC | 6,790 | $2.74M | 0.42% | +6,790 | New |
| VestGen Advisors, LLC | 6,785 | $2.74M | 0.11% | +2,405+54.9% | Added |
| Maridea Wealth Management LLC | 6,783 | $2.74M | 0.71% | +4,119+154.6% | Added |
| Omers Administration Corp | 6,753 | $2.73M | 0.02% | 00.0% | Unchanged |
| Sigma Planning Corp | 6,737 | $2.72M | 0.08% | +18+0.3% | Added |
| Gsa Capital Partners LLP | 6,730 | $2.72M | 0.19% | +6,730 | New |
| Pensionmark Financial Group, LLC | 6,679 | $2.70M | 0.06% | +517+8.4% | Added |
| Pinnacle Wealth Management, LLC | 6,663 | $2.69M | 2.25% | +5,964+853.2% | Added |
| Atria Wealth Solutions, Inc. | 6,617 | $2.67M | 0.06% | −7,357−52.6% | Reduced |
| Lazard Asset Management LLC | 6,567 | $2.65M | 0.00% | −595−8.3% | Reduced |
| Lifeworks Advisors, LLC | 6,535 | $2.64M | 0.39% | +1,910+41.3% | Added |
| Fifth Third Bancorp | 6,521 | $2.64M | 0.01% | −215−3.2% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 6,285 | $2.54M | 0.18% | −435−6.5% | Reduced |
| Signal Advisors Wealth, LLC | 6,281 | $2.54M | 0.20% | +2,696+75.2% | Added |
| AdvisorNet Financial, Inc | 6,267 | $2.53M | 0.16% | +616+10.9% | Added |
| Waldron Private Wealth LLC | 6,234 | $2.52M | 0.11% | −22−0.4% | Reduced |
| Perennial Investment Advisors, LLC | 6,182 | $2.50M | 0.24% | −779−11.2% | Reduced |
| Navellier & Associates Inc | 6,128 | $2.48M | 0.31% | −28−0.5% | Reduced |
| Core Wealth Partners LLC | 6,110 | $2.47M | 1.25% | +85+1.4% | Added |
| Csenge Advisory Group | 6,691 | $2.47M | 0.13% | +206+3.2% | Added |