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Livermore
Livermore
ZHEN

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.

Other share classesSTRCSTRDSTRFSTRK

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.

Institutional holdersQ2 2025: 1,161 institutions
Q1 2021: 287 institutionsQ2 2021: 270 institutionsQ3 2021: 287 institutionsQ4 2021: 290 institutionsQ1 2022: 268 institutionsQ2 2022: 238 institutionsQ3 2022: 231 institutionsQ4 2022: 212 institutionsQ1 2023: 252 institutionsQ2 2023: 271 institutionsQ3 2023: 295 institutionsQ4 2023: 370 institutionsQ1 2024: 530 institutionsQ2 2024: 592 institutionsQ3 2024: 662 institutionsQ4 2024: 993 institutionsQ1 2025: 1,013 institutionsQ2 2025: 1,161 institutionsQ3 2025: 1,087 institutionsQ4 2025: 982 institutionsQ1 2026: 946 institutionsQ2 2026: 852 institutions
Value heldQ2 2025: $55.5B
Q1 2021: $3.86BQ2 2021: $4.24BQ3 2021: $3.30BQ4 2021: $3.26BQ1 2022: $3.00BQ2 2022: $1.05BQ3 2022: $1.25BQ4 2022: $812.8MQ1 2023: $1.92BQ2 2023: $2.39BQ3 2023: $2.29BQ4 2023: $5.14BQ1 2024: $16.4BQ2 2024: $12.5BQ3 2024: $16.0BQ4 2024: $31.1BQ1 2025: $36.2BQ2 2025: $55.5BQ3 2025: $45.1BQ4 2025: $26.6BQ1 2026: $24.7BQ2 2026: $18.2B
Institutions holding MSTR and their total value by quarter
QuarterHoldersValue
Q2 2026852$18.2B
Q1 2026946$24.7B
Q4 2025982$26.6B
Q3 20251,087$45.1B
Q2 20251,161$55.5B
Q1 20251,013$36.2B
Q4 2024993$31.1B
Q3 2024662$16.0B
Q2 2024592$12.5B
Q1 2024530$16.4B
Q4 2023370$5.14B
Q3 2023295$2.29B
Q2 2023271$2.39B
Q1 2023252$1.92B
Q4 2022212$812.8M
Q3 2022231$1.25B
Q2 2022238$1.05B
Q1 2022268$3.00B
Q4 2021290$3.26B
Q3 2021287$3.30B
Q2 2021270$4.24B
Q1 2021287$3.86B

Institutions, Q2 2025

Shares, value and share of portfolio for each institution holding Strategy Inc; share changes are against Q1 2025.

Institutions holding MSTR in Q2 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Clearstead Advisors, LLC2,075$838.8K0.01%00.0%Unchanged
Dimensional Fund Advisors LP2,067$835.3K0.00%+2,067New
Wealth Management Partners, LLC2,105$832.9K0.29%−835−28.4%Reduced
Claro Advisors LLC2,044$826.2K0.14%−1,931−48.6%Reduced
Wetherby Asset Management Inc2,037$823.4K0.04%+2,037New
Allegheny Financial Group LTD2,032$821.8K0.18%+2,032New
BCJ Capital Management, LLC2,029$820.2K0.05%+193+10.5%Added
Mesirow Financial Investment Management, Inc.2,000$808.5K0.02%−115−5.4%Reduced
American Asset Management Inc.2,000$808.5K0.75%00.0%Unchanged
LongView Wealth Management2,000$808.5K0.24%00.0%Unchanged
Frisch Financial Group, Inc.2,000$808.0K0.20%00.0%Unchanged
Nicholas Investment Partners, LP1,997$807.2K0.07%00.0%Unchanged
Souders Financial Advisors1,987$803.2K0.10%−803−28.8%Reduced
Sagespring Wealth Partners, LLC1,982$801.3K0.02%+870+78.2%Added
Client 1st Advisory Group, LLC1,968$795.5K0.29%+656+50.0%Added
Citrine Capital LLC1,957$791.1K0.42%−1,183−37.7%Reduced
Crossmark Global Holdings, Inc.1,922$776.9K0.01%+119+6.6%Added
Riverview Capital Advisers, LLC1,908$771.3K0.22%00.0%Unchanged
Voleon Capital Management LP1,906$770.5K0.04%+1,906New
Woodward Diversified Capital, LLC1,893$765.2K0.39%+3+0.2%Added
Florida Financial Advisors, LLC1,887$762.8K0.25%+147+8.4%Added
Lodestar Private Asset Management LLC1,870$755.9K0.09%00.0%Unchanged
Evanson Asset Management, LLC1,803$728.6K0.05%00.0%Unchanged
Ritholtz Wealth Management1,787$722.4K0.02%+1,787New
Guardian Wealth Advisors, LLC1,772$716.4K0.05%+35+2.0%Added
Bulltick Wealth Management, LLC1,763$712.7K0.18%+148+9.2%Added
First Financial Bankshares Inc1,754$709.0K0.02%+124+7.6%Added
CWA Asset Management Group, LLC1,750$707.4K0.03%−70−3.8%Reduced
Koshinski Asset Management, Inc.1,748$706.6K0.05%+245+16.3%Added
Coldstream Capital Management Inc1,737$702.3K0.01%+110+6.8%Added
Smith, Moore & Co.1,731$699.7K0.06%−130−7.0%Reduced
SLT Holdings LLC1,719$694.9K0.52%−884−34.0%Reduced
J. Goldman & Co LP1,716$693.7K0.02%+1,716New
MJP Associates Inc1,714$692.9K0.10%+77+4.7%Added
Mill Creek Capital Advisors, LLC1,700$687.2K0.02%−1−0.1%Reduced
Eqis Capital Management, Inc.1,698$686.3K0.05%−356−17.3%Reduced
Lauer Wealth, LLC1,710$684.4K0.57%+305+21.7%Added
Texas Capital Bank Wealth Management Services Inc1,693$684.4K0.06%00.0%Unchanged
Tanager Wealth Management LLP1,671$675.5K0.08%+1,671New
Principal Securities, Inc.1,657$669.8K0.01%+446+36.8%Added
Unique Wealth, LLC1,655$669.0K0.11%+77+4.9%Added
Vestia Personal Wealth Advisors1,651$667.4K0.46%00.0%Unchanged
Greenbush Financial Group, LLC1,650$667.0K0.29%00.0%Unchanged
Hoey Investments, Inc1,650$667.0K0.10%+150+10.0%Added
Alpine Global Management, LLC1,641$663.3K0.15%+1,641New
Chung Wu Investment Group, LLC1,635$660.9K0.69%+100+6.5%Added
Altus Wealth Group LLC1,625$656.9K0.29%00.0%Unchanged
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors1,618$654.0K0.04%−69−4.1%Reduced
Centurion Wealth Management LLC1,615$652.8K0.19%+1,615New
Fiduciary Planning LLC1,606$649.2K0.21%−19−1.2%Reduced
Crosspoint Financial, LLC1,606$649.2K1.74%00.0%Unchanged
Certior Financial Group, LLC1,606$649.2K0.50%+1+0.1%Added
Consolidated Capital Management, LLC1,600$646.8K0.23%−154−8.8%Reduced
MB, Levis & Associates, LLC1,600$646.8K0.28%00.0%Unchanged
Armis Advisers, LLC1,591$643.1K0.05%+3+0.2%Added
Old Mission Investment Co LLC1,590$642.7K0.18%+550+52.9%Added
FWL Investment Management, LLC1,587$641.5K0.20%+1,587New
One Capital Management, LLC1,581$639.1K0.02%+1,581New
United Asset Strategies, Inc.1,580$638.7K0.05%+1,580New
TSFG, LLC1,576$637.0K0.12%+21+1.4%Added
GTS Securities LLC1,570$634.6K0.03%−8,362−84.2%Reduced
Red Door Wealth Management, LLC1,568$633.8K0.08%00.0%Unchanged
Redwood Wealth Management Group, LLC1,555$628.6K0.28%+370+31.2%Added
Finivi Inc.1,525$616.5K0.42%+32+2.1%Added
Innovative Advisory Group, LLC1,522$615.2K0.53%+269+21.5%Added
Ci Investments Inc.1,521$615.0K0.00%+462+43.6%Added
XML Financial, LLC1,510$610.4K0.05%+10+0.7%Added
Prospect Financial Services LLC1,510$610.4K0.38%−363−19.4%Reduced
Central Trust Co1,500$606.3K0.01%−32−2.1%Reduced
GLOBALT Investments LLC1,485$600.3K0.02%+24+1.6%Added
Aventura Private Wealth, LLC1,475$596.2K0.26%+50+3.5%Added
Clear Creek Financial Management, LLC1,475$596.2K0.06%+322+27.9%Added
Sterling Capital Management LLC1,472$595.0K0.01%−10,673−87.9%Reduced
Dillon & Associates Inc1,470$594.0K0.08%−51−3.4%Reduced
Congress Wealth Management LLC1,466$593.3K0.01%+567+63.1%Added
Altshuler Shaham Ltd–$588.4K0.02%––
Doliver Advisors, LP1,455$588.2K0.16%−95−6.1%Reduced
Wealth Alliance Advisory Group, LLC1,450$586.1K0.11%−22−1.5%Reduced
Tactive Advisors, LLC1,448$585.3K0.19%+1,448New
Portside Wealth Group, LLC1,446$584.5K0.09%−349−19.4%Reduced
Institute for Wealth Management, LLC.1,442$582.8K0.07%−115−7.4%Reduced
Presidio Capital Management, LLC1,441$582.5K0.22%−132−8.4%Reduced
Am Investment Strategies LLC1,434$579.0K0.14%−17−1.2%Reduced
Yeomans Consulting Group, Inc.1,550$578.6K0.24%+1,550New
JT Stratford LLC1,428$577.2K0.09%−1,017−41.6%Reduced
Strategic Blueprint, LLC1,428$577.2K0.03%−832−36.8%Reduced
CoreCap Advisors, LLC1,411$570.4K0.02%+808+134.0%Added
Pinebridge Investments, L.P.1,403$567.1K0.00%+1,403New
SummitTX Capital, L.P.1,400$565.9K0.03%+1,400New
Moneta Group Investment Advisors LLC1,399$565.7K0.01%+126+9.9%Added
NewEdge Wealth, LLC1,405$565.0K0.01%+1,405New
Icapital Wealth LLC1,391$562.3K0.32%+1,391New
Berkeley Capital Partners, LLC1,381$558.2K0.14%+17+1.2%Added
Merkkuri Wealth Advisors LLC1,376$556.1K0.42%+20+1.5%Added
Tradewinds, LLC.1,376$556.1K0.42%+1,376New
Veracity Capital LLC1,362$550.6K0.19%+76+5.9%Added
Whitaker-Myers Wealth Managers, LTD.1,361$550.2K0.14%+1,361New
Mutual Advisors, LLC1,350$547.8K0.01%+27+2.0%Added
Snowden Capital Advisors LLC1,346$544.1K0.02%+114+9.3%Added
Johnson Investment Counsel Inc1,342$542.5K0.00%−65−4.6%Reduced