Skip to main content
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
IFG Advisory, LLC1,336$540.1K0.03%+104+8.4%Added
Moloney Securities Asset Management, LLC1,334$539.2K0.07%+16+1.2%Added
Penserra Capital Management LLC1,333$538.0K0.01%+453+51.5%Added
McAdam, LLC1,302$526.3K0.03%+22+1.7%Added
Flagship Harbor Advisors, LLC1,298$524.7K0.02%−301−18.8%Reduced
Stonebridge Financial Group, LLC1,297$524.3K0.05%+705+119.1%Added
Friday Financial1,290$521.5K0.27%00.0%Unchanged
Crew Capital Management, Ltd.1,280$517.4K0.37%−142−10.0%Reduced
First Heartland Consultants, Inc.1,278$516.6K0.05%+421+49.1%Added
Savant Capital, LLC1,275$515.3K0.00%+279+28.0%Added
Los Angeles Capital Management LLC1,264$510.9K0.00%+264+26.4%Added
Powell Investment Advisors, LLC1,259$508.9K0.19%+59+4.9%Added
We Are One Seven, LLC1,259$508.9K0.02%+204+19.3%Added
Norden Group LLC1,252$506.1K0.05%+532+73.9%Added
McIlrath & Eck, LLC1,246$503.7K0.06%+46+3.8%Added
Discipline Wealth Solutions, LLC1,243$502.6K0.19%−66−5.0%Reduced
Daymark Wealth Partners, LLC1,238$500.4K0.02%−76−5.8%Reduced
Assetmark, Inc1,228$496.4K0.00%+1,092+802.9%Added
Beese Fulmer Investment Management, Inc.1,212$489.9K0.04%00.0%Unchanged
Brighton Jones LLC1,210$489.1K0.01%−301−19.9%Reduced
Avantax Planning Partners, Inc.1,206$487.5K0.02%+41+3.5%Added
Rossby Financial, LCC1,203$486.2K0.18%−247−17.0%Reduced
Abundance Wealth Counselors1,202$486.0K0.09%+2+0.2%Added
Evelyn Partners Investment Management (Europe) Ltd1,200$485.1K0.17%00.0%Unchanged
Livforsakringsbolaget Skandia, Omsesidigt1,200$485.0K0.02%00.0%Unchanged
Wellington Capital Management, Inc.1,200$485.0K0.73%+1,200New
Avidian Wealth Solutions, LLC1,195$482.9K0.02%+227+23.5%Added
Willis Johnson & Associates, Inc.1,192$481.6K0.03%−112−8.6%Reduced
Allianz SE1,190$481.0K0.01%+450+60.8%Added
TCFG Wealth Management, LLC1,171$473.4K0.21%+185+18.8%Added
GPS Wealth Strategies Group, LLC1,163$470.1K0.05%+31+2.7%Added
Abound Wealth Management1,159$468.3K0.13%−157−11.9%Reduced
Premier Path Wealth Partners, LLC1,157$467.7K0.07%+315+37.4%Added
Raiffeisen Bank International AG1,200$466.4K0.01%00.0%Unchanged
Custom Index Systems, LLC1,150$464.9K0.22%+1,150New
MRP Capital Investments, LLC1,150$464.9K0.32%+150+15.0%Added
Mountain Capital Investment Advisors, Inc1,242$463.6K0.09%+200+19.2%Added
Gerber Kawasaki Wealth & Investment Management1,146$463.5K0.02%−720−38.6%Reduced
Paragon Capital Management Inc1,141$461.2K0.35%−19−1.6%Reduced
Arlington Capital Management, Inc.1,135$458.8K0.40%−1−0.1%Reduced
Panoramic Investment Advisors, LLC1,130$456.8K0.28%+1,130New
International Assets Investment Management, LLC1,121$453.1K0.04%+202+22.0%Added
L2 Asset Management, LLC1,117$451.5K0.07%+132+13.4%Added
Aaron Wealth Advisors1,116$451.1K0.05%+1,116New
Regatta Capital Group, LLC1,112$449.5K0.08%+2+0.2%Added
Alpha Family Trust1,110$448.7K0.22%00.0%Unchanged
Alta Advisers Ltd1,110$448.7K0.16%+100+9.9%Added
Capital Wealth Planning, LLC1,100$444.7K0.00%+1,100New
Graypoint LLC1,098$443.8K0.02%+1,098New
Scotia Capital Inc.1,088$439.7K0.00%−1,006−48.0%Reduced
Glass Jacobson Investment Advisors llc1,079$436.2K0.17%00.0%Unchanged
Retirement Income Solutions, Inc1,072$433.3K0.08%+1,072New
BCS Wealth Management1,072$433.0K0.09%+57+5.6%Added
Howe & Rusling Inc1,070$432.5K0.03%−20,252−95.0%Reduced
Wise Wealth Partners1,069$432.3K0.72%−116−9.8%Reduced
Calton & Associates, Inc.1,065$430.5K0.07%+53+5.2%Added
Polymer Capital Management (HK) LTD1,050$424.4K0.07%+1,050New
Drive Wealth Management, LLC1,047$423.2K0.09%−162−13.4%Reduced
Phoenix Holdings Ltd.1,048$421.9K0.01%+15+1.5%Added
GAMMA Investing LLC1,043$421.6K0.03%+213+25.7%Added
HBW Advisory Services LLC1,042$421.2K0.05%+8+0.8%Added
Avaii Wealth Management, LLC1,040$420.6K0.19%+1,040New
Oxford Financial Group Ltd1,037$419.2K0.02%+1,037New
Vista Finance, LLC1,033$417.6K0.36%00.0%Unchanged
Plan Group Financial, LLC1,029$416.0K0.14%+1,029New
Shoker Investment Counsel, Inc.1,024$413.9K0.13%+24+2.4%Added
Magnetar Financial LLC1,081$413.2K0.00%+1,081New
West Michigan Advisors, LLC1,018$411.5K0.12%+212+26.3%Added
Bridgewealth Advisory Group, LLC1,015$410.3K0.10%+1,015New
Kercheville Advisors, LLC1,015$410.3K0.14%+1,015New
Ostrum Asset Management1,014$409.9K0.02%−29−2.8%Reduced
Black Diamond Financial, LLC1,013$409.5K0.06%00.0%Unchanged
Palisades Hudson Asset Management, L.P.1,010$408.0K0.16%−131−11.5%Reduced
Rehmann Capital Advisory Group1,008$407.7K0.02%+306+43.6%Added
Revisor Wealth Management LLC963$406.1K0.15%−164−14.6%Reduced
First National Corp1,000$404.2K0.08%+100+11.1%Added
Sanders Morris Harris LLC1,000$404.2K0.10%+1,000New
Foguth Wealth Management, LLC.999$403.8K0.09%−668−40.1%Reduced
Resonant Capital Advisors, LLC991$400.6K0.03%+280+39.4%Added
ICONIQ Capital, LLC990$400.2K0.01%+152+18.1%Added
San Luis Wealth Advisors LLC2,678$398.0K0.09%+1,239+86.1%Added
Miracle Mile Advisors, LLC983$397.4K0.01%−192−16.3%Reduced
Federated Hermes, Inc.979$395.7K0.00%+979New
West Family Investments, Inc.974$393.7K0.10%+974New
Insight Advisors, LLC970$392.1K0.06%+22+2.3%Added
Regions Financial Corp970$392.1K0.00%+130+15.5%Added
Atria Investments LLC970$392.1K0.00%+970New
Principle Wealth Partners LLC969$391.8K0.02%+969New
Skopos Labs, Inc.964$389.6K0.05%+397+70.0%Added
Vestmark Advisory Solutions, Inc.941$380.4K0.01%+941New
Sherman Porfolios, LLC935$378.0K0.15%+935New
Ionic Capital Management LLC932$376.7K0.42%−454−32.8%Reduced
RWM Asset Management, LLC930$375.9K0.05%+130+16.3%Added
Financial Perspectives, Inc912$368.7K0.11%+163+21.8%Added
FIL Ltd912$368.7K0.00%+912New
Vicus Capital912$368.7K0.03%+912New
Wealth Preservation Advisors, LLC911$368.3K0.23%−390−30.0%Reduced
Allspring Global Investments Holdings, LLC986$368.1K0.00%+986New
GK Wealth Management LLC910$367.9K0.37%−21−2.3%Reduced
Joel Isaacson & Co., LLC907$366.6K0.01%+100+12.4%Added