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 |
|---|---|---|---|---|---|
| Pine Valley Investments Ltd Liability Co | 3,579 | $1.45M | 0.09% | +1,087+43.6% | Added |
| Venture Visionary Partners LLC | 3,529 | $1.43M | 0.05% | −172−4.6% | Reduced |
| Northeast Financial Group, Inc. | 3,500 | $1.41M | 0.45% | +3,500 | New |
| Valeo Financial Advisors, LLC | 3,499 | $1.41M | 0.03% | −263−7.0% | Reduced |
| Meeder Advisory Services, Inc. | 3,483 | $1.41M | 0.07% | +1,216+53.6% | Added |
| Pennsylvania Capital Management Inc | 3,439 | $1.39M | 0.44% | −110−3.1% | Reduced |
| Polianta Ltd | 3,400 | $1.37M | 0.59% | +3,400 | New |
| TCG Advisory Services, LLC | 3,345 | $1.35M | 0.05% | +2,474+284.0% | Added |
| Vise Technologies, Inc. | 3,331 | $1.35M | 0.06% | +3,331 | New |
| Masso Torrence Wealth Management Inc. | 3,310 | $1.34M | 0.62% | +255+8.3% | Added |
| Abn Amro Investment Solutions | 3,294 | $1.33M | 0.03% | +257+8.5% | Added |
| AXS Investments LLC | 3,276 | $1.32M | 0.54% | +1,011+44.6% | Added |
| Glenmede Investment Management, LP | 3,261 | $1.32M | 0.01% | +3,261 | New |
| Nwam LLC | 3,242 | $1.31M | 0.08% | +10.0% | Added |
| Sage Mountain Advisors LLC | 3,207 | $1.30M | 0.08% | +1,465+84.1% | Added |
| Dymon Asia Capital (Singapore) Pte. Ltd. | 3,191 | $1.29M | 0.91% | −7,703−70.7% | Reduced |
| Means Investment Co., Inc. | 3,190 | $1.29M | 0.12% | +12+0.4% | Added |
| ICICI Prudential Asset Management Co Ltd | 3,180 | $1.29M | 0.16% | +132+4.3% | Added |
| Convergence Financial, LLC | 3,159 | $1.28M | 0.22% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 3,120 | $1.26M | 0.10% | +1,580+102.6% | Added |
| Clough Capital Partners L P | 3,117 | $1.26M | 0.13% | +3,117 | New |
| Yousif Capital Management, LLC | 3,110 | $1.26M | 0.01% | +201+6.9% | Added |
| STF Management LP | 3,102 | $1.25M | 0.49% | +100+3.3% | Added |
| Farrell Financial LLC | 3,100 | $1.25M | 0.84% | +115+3.9% | Added |
| Close Asset Management Ltd | 3,092 | $1.25M | 0.04% | −787−20.3% | Reduced |
| HB Wealth Management, LLC | 3,061 | $1.24M | 0.01% | +72+2.4% | Added |
| Peapack Gladstone Financial Corp | 3,055 | $1.24M | 0.02% | +550+22.0% | Added |
| Matauro, LLC | 3,048 | $1.23M | 0.23% | −656−17.7% | Reduced |
| Scientech Research LLC | 2,955 | $1.19M | 0.29% | −3,209−52.1% | Reduced |
| Capital Group Investment Management Pte. Ltd. | 2,943 | $1.19M | 0.21% | −1,040−26.1% | Reduced |
| Summit Trail Advisors, LLC | 2,934 | $1.19M | 0.02% | +2,934 | New |
| Bellecapital International Ltd. | 2,908 | $1.18M | 0.21% | +267+10.1% | Added |
| Diligent Investors, LLC | 2,867 | $1.16M | 0.27% | −50−1.7% | Reduced |
| Garden State Investment Advisory Services LLC | 2,865 | $1.16M | 0.31% | 00.0% | Unchanged |
| DecisionMap Wealth Management, LLC | 2,839 | $1.15M | 0.79% | +22+0.8% | Added |
| Massmutual Trust Co FSB | 2,798 | $1.13M | 0.03% | +58+2.1% | Added |
| Vienna Asset Management LLC | 2,757 | $1.11M | 0.77% | −2,031−42.4% | Reduced |
| Ethic Inc. | 2,900 | $1.11M | 0.02% | +1,258+76.6% | Added |
| Axq Capital, LP | 2,751 | $1.11M | 0.36% | +1,073+63.9% | Added |
| Williamson Legacy Group, LLC | 2,744 | $1.11M | 0.93% | +2,744 | New |
| Savvy Advisors, Inc. | 2,732 | $1.10M | 0.07% | +837+44.2% | Added |
| Mediolanum International Funds Ltd | 2,862 | $1.10M | 0.01% | +2,862 | New |
| Allworth Financial LP | 2,704 | $1.09M | 0.01% | +251+10.2% | Added |
| Oak Thistle LLC | 2,686 | $1.09M | 0.16% | −1,601−37.3% | Reduced |
| Curran Financial Partners, LLC | 2,680 | $1.08M | 0.24% | −49−1.8% | Reduced |
| Unique Wealth Strategies, LLC | 2,670 | $1.08M | 0.45% | 00.0% | Unchanged |
| Ausdal Financial Partners, Inc. | 2,667 | $1.08M | 0.07% | +860+47.6% | Added |
| Van Hulzen Asset Management, LLC | 2,628 | $1.06M | 0.09% | +1,241+89.5% | Added |
| PFG Investments, LLC | 2,624 | $1.06M | 0.06% | −60−2.2% | Reduced |
| Syntegra Private Wealth Group, LLC | 2,617 | $1.06M | 0.11% | +1,281+95.9% | Added |
| Rahlfs Capital, LLC | 2,610 | $1.06M | 0.97% | 00.0% | Unchanged |
| BluePath Capital Management, LLC | 2,595 | $1.05M | 0.92% | −555−17.6% | Reduced |
| Shell Asset Management Co | 2,580 | $1.04M | 0.04% | +1,769+218.1% | Added |
| Belpointe Asset Management LLC | 2,574 | $1.04M | 0.04% | +156+6.5% | Added |
| Everhart Financial Group, Inc. | 2,562 | $1.04M | 0.12% | +971+61.0% | Added |
| RSM US Wealth Management LLC | 2,560 | $1.03M | 0.01% | −2,716−51.5% | Reduced |
| Investment Partners Asset Management, Inc. | 2,559 | $1.03M | 0.72% | +190+8.0% | Added |
| NVWM, LLC | 2,553 | $1.03M | 0.25% | −12−0.5% | Reduced |
| Pinkerton Retirement Specialists, LLC | 2,538 | $1.03M | 0.12% | +2,538 | New |
| Smith Anglin Financial, LLC | 2,537 | $1.03M | 0.09% | +30+1.2% | Added |
| Ethos Financial Group, LLC | 2,536 | $1.03M | 0.09% | −621−19.7% | Reduced |
| SeaCrest Wealth Management, LLC | 2,519 | $1.02M | 0.11% | +47+1.9% | Added |
| Rothschild Investment LLC | 2,513 | $1.02M | 0.06% | +464+22.6% | Added |
| Sapient Capital LLC | 2,511 | $1.02M | 0.02% | +10.0% | Added |
| Hollencrest Capital Management | 2,510 | $1.01M | 0.04% | +576+29.8% | Added |
| Resolute Partners Group | 2,507 | $1.01M | 0.25% | +10.0% | Added |
| Capstone Investment Advisors, LLC | 2,488 | $1.01M | 0.01% | +2,488 | New |
| Plancorp, LLC | 2,479 | $1.00M | 0.03% | +10+0.4% | Added |
| Cigna Investments Inc | 2,466 | $997.0K | 0.17% | +150+6.5% | Added |
| Kiker Wealth Management, LLC | 2,442 | $987.1K | 0.56% | +49+2.0% | Added |
| Milestone Asset Management, LLC | 2,441 | $986.7K | 0.21% | −221−8.3% | Reduced |
| Canal Capital Management, LLC | 2,426 | $980.7K | 0.15% | +1,011+71.4% | Added |
| Diversify Wealth Management, LLC | 2,468 | $973.2K | 0.06% | −1,960−44.3% | Reduced |
| Laurion Capital Management LP | 2,392 | $966.9K | 0.11% | +2,392 | New |
| Frank, Rimerman Advisors LLC | 2,376 | $960.5K | 0.06% | +1,158+95.1% | Added |
| Capital Advisors Inc | 2,348 | $949.2K | 0.02% | −10.0% | Reduced |
| BridgePort Financial Solutions, LLC | 2,330 | $941.9K | 0.31% | 00.0% | Unchanged |
| Bokf, NA | 2,328 | $941.0K | 0.02% | −735−24.0% | Reduced |
| Park Square Financial Group, LLC | 2,320 | $937.9K | 0.68% | +30+1.3% | Added |
| Friedenthal Financial | 2,312 | $934.6K | 0.51% | +2,312 | New |
| Wealthspire Advisors, LLC | 2,289 | $925.4K | 0.01% | +217+10.5% | Added |
| Evergreen Capital Management LLC | 2,289 | $925.3K | 0.03% | +323+16.4% | Added |
| Atomi Financial Group, Inc. | 2,250 | $909.6K | 0.03% | +859+61.8% | Added |
| D.A. Davidson & Co. | 2,223 | $898.6K | 0.01% | +926+71.4% | Added |
| Heritage Wealth Advisors | 2,221 | $897.8K | 0.04% | −118−5.0% | Reduced |
| Fedenia Advisers LLC | 2,215 | $895.4K | 0.42% | +2,215 | New |
| Stonehearth Capital Management, LLC | 2,206 | $891.7K | 0.37% | 00.0% | Unchanged |
| Weaver Capital Management LLC | 2,200 | $889.3K | 0.22% | +100+4.8% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2,200 | $889.3K | 0.02% | +642+41.2% | Added |
| U.S. Capital Wealth Advisors, LLC | 2,195 | $887.3K | 0.03% | +291+15.3% | Added |
| Empower Advisory Group, LLC | 2,178 | $880.4K | 0.00% | +199+10.1% | Added |
| Wick Capital Partners, LLC | 8,173 | $877.6K | 0.23% | +6,127+299.5% | Added |
| Q3 Asset Management | 2,162 | $874.0K | 0.31% | +2,162 | New |
| Advisor OS, LLC | 2,132 | $861.8K | 0.08% | +77+3.7% | Added |
| Great Valley Advisor Group, Inc. | 2,120 | $857.0K | 0.02% | +183+9.4% | Added |
| Key Client Fiduciary Advisors, LLC | 2,112 | $853.7K | 0.35% | +469+28.5% | Added |
| Northwestern Mutual Wealth Management Co | 2,111 | $853.3K | 0.00% | +148+7.5% | Added |
| Chicago Trust Co NA | 2,099 | $848.5K | 0.12% | +299+16.6% | Added |
| NorthCrest Asset Manangement, LLC | 2,097 | $847.3K | 0.02% | +447+27.1% | Added |
| Two Sigma Securities, LLC | 2,084 | $842.4K | 0.10% | +682+48.6% | Added |