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 |
|---|---|---|---|---|---|
| Investment Management Corp of Ontario | 6,100 | $2.47M | 0.04% | −300−4.7% | Reduced |
| Graham Capital Management, L.P. | 6,080 | $2.46M | 0.07% | +6,080 | New |
| Wealthcare Advisory Partners LLC | 6,052 | $2.45M | 0.06% | +251+4.3% | Added |
| Private Advisory Group LLC | 5,991 | $2.42M | 0.23% | +5,991 | New |
| E Fund Management Co., Ltd. | 5,949 | $2.40M | 0.11% | −111−1.8% | Reduced |
| BNC Wealth Management, LLC | 5,928 | $2.40M | 0.71% | +1,831+44.7% | Added |
| Empowered Funds, LLC | 5,920 | $2.39M | 0.03% | +1,486+33.5% | Added |
| Everence Capital Management Inc | 5,890 | $2.38M | 0.15% | −870−12.9% | Reduced |
| AIA Group Ltd | 5,855 | $2.37M | 0.05% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 5,842 | $2.36M | 0.14% | +126+2.2% | Added |
| QTR Family Wealth, LLC | 5,817 | $2.35M | 1.46% | −2,453−29.7% | Reduced |
| Fiduciary Trust Co | 5,807 | $2.35M | 0.03% | +39+0.7% | Added |
| China Universal Asset Management Co., Ltd. | 5,762 | $2.33M | 0.22% | −109−1.9% | Reduced |
| Fortis Group Advisors, LLC | 5,755 | $2.31M | 0.42% | +683+13.5% | Added |
| ZEGA Investments, LLC | 5,687 | $2.30M | 0.58% | +4,065+250.6% | Added |
| Change Path, LLC | 5,671 | $2.29M | 0.06% | +1,825+47.5% | Added |
| Walleye Capital LLC | 5,651 | $2.28M | 0.02% | −6,214−52.4% | Reduced |
| Comprehensive Financial Consultants Institutional, Inc. | 5,608 | $2.27M | 0.74% | 00.0% | Unchanged |
| Delta Investment Management, LLC | 5,553 | $2.24M | 0.43% | +5,553 | New |
| Covenant Asset Management, LLC | 5,500 | $2.22M | 0.46% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 5,480 | $2.22M | 0.07% | +47+0.9% | Added |
| Evergreen Wealth Solutions, LLC | 5,443 | $2.20M | 1.32% | 00.0% | Unchanged |
| Partners Wealth Management, LLC | 7,183 | $2.20M | 2.50% | 00.0% | Unchanged |
| Brown Advisory Inc | 5,405 | $2.18M | 0.00% | +1,609+42.4% | Added |
| APG Asset Management US Inc. | 5,761 | $2.15M | 0.02% | 00.0% | Unchanged |
| MAI Capital Management | 5,251 | $2.12M | 0.01% | +273+5.5% | Added |
| Salem Investment Counselors Inc | 5,251 | $2.12M | 0.07% | +4,853+1,219.3% | Added |
| Beacon Pointe Advisors, LLC | 5,221 | $2.11M | 0.02% | −529−9.2% | Reduced |
| Good Life Advisors, LLC | 5,216 | $2.11M | 0.13% | −1,027−16.5% | Reduced |
| Invictus Private Wealth, LLC | 5,190 | $2.10M | 0.14% | −12,285−70.3% | Reduced |
| Beacon Capital Management, LLC | 5,176 | $2.09M | 0.28% | +39+0.8% | Added |
| Sterling Investment Advisors, Ltd. | 5,157 | $2.08M | 0.46% | −525−9.2% | Reduced |
| IFP Advisors, Inc | 4,905 | $2.08M | 0.06% | −13,208−72.9% | Reduced |
| Arete Wealth Advisors, LLC | 5,140 | $2.08M | 0.15% | +586+12.9% | Added |
| Colony Group, LLC | 5,131 | $2.07M | 0.00% | +731+16.6% | Added |
| Lido Advisors, LLC | 5,128 | $2.07M | 0.01% | +1,732+51.0% | Added |
| Maripau Wealth Management LLC | 5,134 | $2.07M | 1.04% | +3,264+174.5% | Added |
| Vestcor Inc | 5,097 | $2.06M | 0.06% | +925+22.2% | Added |
| HighPoint Advisor Group LLC | 5,040 | $2.04M | 0.11% | +578+13.0% | Added |
| Abound Financial, LLC | 5,029 | $2.03M | 0.89% | +62+1.2% | Added |
| Engineers Gate Manager LP | 5,000 | $2.02M | 0.03% | +5,000 | New |
| Silvercrest Asset Management Group LLC | 4,995 | $2.02M | 0.01% | 00.0% | Unchanged |
| Keebeck Wealth Management, LLC | 4,983 | $2.01M | 0.26% | −400−7.4% | Reduced |
| SRS Capital Advisors, Inc. | 2,554 | $1.99M | 0.09% | +426+20.0% | Added |
| National Asset Management, Inc. | 4,915 | $1.99M | 0.10% | −973−16.5% | Reduced |
| Siemens Fonds Invest GmbH | 4,894 | $1.98M | 0.12% | +903+22.6% | Added |
| Pinnacle Associates Ltd | 4,885 | $1.97M | 0.03% | +15+0.3% | Added |
| Financial Sense Advisors, Inc. | 4,832 | $1.95M | 0.47% | +1,921+66.0% | Added |
| Gilman Hill Asset Management, LLC | 4,805 | $1.94M | 0.32% | 00.0% | Unchanged |
| Harfst & Associates, Inc. | 4,800 | $1.94M | 0.40% | +1,788+59.4% | Added |
| Greenleaf Trust | 4,796 | $1.94M | 0.02% | −875−15.4% | Reduced |
| MetLife Investment Management | 4,791 | $1.94M | 0.01% | +10.0% | Added |
| Edgestream Partners, L.P. | 4,758 | $1.92M | 0.05% | +3,168+199.2% | Added |
| Metis Global Partners, LLC | 4,699 | $1.90M | 0.05% | −623−11.7% | Reduced |
| Paul Damon & Associates, Inc. | 4,659 | $1.88M | 0.99% | −352−7.0% | Reduced |
| Insigneo Advisory Services, LLC | 4,653 | $1.88M | 0.16% | +721+18.3% | Added |
| LCM Capital Management Inc | 4,641 | $1.88M | 0.97% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 4,621 | $1.87M | 0.01% | +1,151+33.2% | Added |
| Evexia Wealth LLC | 4,328 | $1.83M | 0.58% | −28−0.6% | Reduced |
| Disciplined Investors, L.L.C. | 4,520 | $1.83M | 1.42% | +1,276+39.3% | Added |
| Integrated Wealth Concepts LLC | 4,508 | $1.82M | 0.02% | −1,670−27.0% | Reduced |
| Galaxy Group Investments LLC | 4,480 | $1.81M | 0.27% | +4,480 | New |
| Comerica Bank | 4,423 | $1.79M | 0.01% | +844+23.6% | Added |
| Fort Point Capital Partners LLC | 4,419 | $1.79M | 0.18% | −2,958−40.1% | Reduced |
| Warren Averett Asset Management, LLC | 4,408 | $1.78M | 0.02% | −892−16.8% | Reduced |
| Keybank National Association | 4,360 | $1.76M | 0.01% | +10+0.2% | Added |
| Aviso Wealth Management | 4,330 | $1.75M | 0.82% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 4,311 | $1.74M | 0.04% | −7,408−63.2% | Reduced |
| UniSuper Management Pty Ltd | 4,300 | $1.74M | 0.01% | −200−4.4% | Reduced |
| Signaturefd, LLC | 4,199 | $1.70M | 0.03% | +1,103+35.6% | Added |
| Stonegate Investment Group, LLC | 4,185 | $1.69M | 0.04% | 00.0% | Unchanged |
| Sowell Financial Services LLC | 4,152 | $1.68M | 0.07% | −587−12.4% | Reduced |
| Independent Family Office, LLC | 4,100 | $1.66M | 0.77% | +3,100+310.0% | Added |
| Integrity Alliance, LLC. | 4,086 | $1.65M | 0.09% | +2,466+152.2% | Added |
| Traynor Capital Management, Inc. | 4,421 | $1.65M | 0.12% | +333+8.1% | Added |
| Parallel Advisors, LLC | 4,031 | $1.63M | 0.03% | +21+0.5% | Added |
| Verition Fund Management LLC | 4,021 | $1.63M | 0.01% | −265−6.2% | Reduced |
| Hilltop Holdings Inc. | 3,976 | $1.61M | 0.10% | −1,971−33.1% | Reduced |
| Bonfire Financial | 3,976 | $1.61M | 1.32% | −48−1.2% | Reduced |
| Chokshi & Queen Wealth Advisors, Inc | 3,950 | $1.60M | 0.91% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 3,950 | $1.60M | 0.02% | +563+16.6% | Added |
| First Foundation Advisors | 3,937 | $1.59M | 0.06% | +560+16.6% | Added |
| Prime Capital Investment Advisors, LLC | 3,921 | $1.58M | 0.02% | −217−5.2% | Reduced |
| Commerce Bank | 3,899 | $1.58M | 0.01% | +770+24.6% | Added |
| APG Asset Management N.V. | 4,532 | $1.56M | 0.00% | −3,589−44.2% | Reduced |
| Lee Johnson Capital Management, LLC | 3,827 | $1.55M | 0.53% | +3,827 | New |
| Callan Family Office, LLC | 3,816 | $1.54M | 0.05% | +3,027+383.7% | Added |
| Oxler Private Wealth LLC | 3,800 | $1.54M | 0.48% | +82+2.2% | Added |
| United Capital Financial Advisers, LLC | 3,757 | $1.52M | 0.01% | +845+29.0% | Added |
| Azzad Asset Management Inc | 3,752 | $1.52M | 0.16% | +124+3.4% | Added |
| Kovitz Investment Group Partners, LLC | 3,750 | $1.52M | 0.01% | +825+28.2% | Added |
| EP Wealth Advisors, LLC | 3,742 | $1.51M | 0.01% | +156+4.4% | Added |
| Magnus Financial Group LLC | 3,660 | $1.48M | 0.13% | +32+0.9% | Added |
| Wedmont Private Capital | 3,536 | $1.47M | 0.06% | +9+0.3% | Added |
| Larson Financial Group LLC | 3,615 | $1.46M | 0.06% | −62−1.7% | Reduced |
| Sterling Financial Group, Inc. | 3,606 | $1.46M | 0.49% | −3,731−50.9% | Reduced |
| Glaxis Capital Management, LLC | 3,600 | $1.46M | 1.95% | +3,600 | New |
| SRN Advisors, LLC | 3,599 | $1.45M | 1.33% | −2,424−40.2% | Reduced |
| Royal Fund Management, LLC | 3,592 | $1.45M | 0.15% | +1,400+63.9% | Added |
| Summit Financial, LLC | 3,582 | $1.45M | 0.03% | +2,767+339.5% | Added |