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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
Abel Hall, LLC902$364.6K0.17%−23−2.5%Reduced
KG&L Capital Management,LLC897$362.6K0.11%−1,834−67.2%Reduced
TRUE Private Wealth Advisors897$362.6K0.04%−53−5.6%Reduced
FFG Partners, LLC880$355.7K0.12%−100−10.2%Reduced
MASTERINVEST Kapitalanlage GmbH878$354.9K0.04%+878New
Nova R Wealth, Inc.873$353.0K0.16%00.0%Unchanged
LJI Wealth Management, LLC870$351.8K0.06%−75−7.9%Reduced
Walkner Condon Financial Advisors LLC865$349.7K0.06%+105+13.8%Added
Fidelis Capital Partners, LLC912$349.7K0.03%+287+45.9%Added
Citizens Financial Group Inc864$349.3K0.01%+70+8.8%Added
Strategic Wealth Partners, Ltd.864$349.3K0.03%+864New
Soltis Investment Advisors LLC862$348.6K0.03%−27−3.0%Reduced
Cordatus Wealth Management LLC850$344.0K0.08%00.0%Unchanged
Fundamentun, LLC845$341.6K0.02%+845New
Prosperity Wealth Management, Inc.842$340.4K0.13%+842New
Angeles Wealth Management, LLC841$340.0K0.02%−97−10.3%Reduced
Oder Investment Management, LLC837$338.3K0.26%−431−34.0%Reduced
Huntington National Bank836$338.0K0.00%+703+528.6%Added
Duncan Williams Asset Management, LLC832$336.3K0.11%00.0%Unchanged
MBL Wealth, LLC827$334.3K0.03%00.0%Unchanged
Power Wealth Management LLC827$334.3K0.13%−6−0.7%Reduced
Family Management Corp825$333.5K0.05%+5+0.6%Added
Synergy Financial Group, LTD820$331.5K0.24%00.0%Unchanged
NBC Securities, Inc.820$331.0K0.03%00.0%Unchanged
Proficio Capital Partners LLC815$329.4K0.02%+117+16.8%Added
Thoroughbred Financial Services, LLC816$329.0K0.02%−292−26.4%Reduced
Pettinga Financial Advisors, LLC811$327.9K0.07%+16+2.0%Added
Resources Investment Advisors, LLC.810$327.4K0.00%−101−11.1%Reduced
Precision Wealth Strategies, LLC807$326.2K0.11%+3+0.4%Added
Fortress Private Ledger, LLC807$326.2K0.15%+807New
Associated Banc-Corp805$325.4K0.01%00.0%Unchanged
Bryn Mawr Trust Co805$325.4K0.01%+362+81.7%Added
Novak & Powell Financial Services, Inc.804$325.0K0.23%−300−27.2%Reduced
Invst, LLC802$324.2K0.04%−148−15.6%Reduced
JFG Wealth Management, LLC800$323.4K0.07%00.0%Unchanged
Firestone Capital Management800$323.4K0.08%00.0%Unchanged
Littlejohn Financial Services, Inc.800$323.4K0.25%00.0%Unchanged
YHB Investment Advisors, Inc.788$318.5K0.02%+62+8.5%Added
Private Trust Co NA787$318.1K0.03%+587+293.5%Added
Park Capital Management, LLC779$314.9K0.29%+779New
Mirador Capital Partners LP776$313.7K0.05%00.0%Unchanged
Fukoku Mutual Life Insurance Co776$313.7K0.02%+776New
GWN Securities Inc.774$313.7K0.06%+774New
Newbridge Financial Services Group, Inc.773$312.5K0.05%−5,675−88.0%Reduced
Bernardo Wealth Planning LLC772$312.0K0.07%+29+3.9%Added
PYA Waltman Capital, LLC770$311.3K0.09%00.0%Unchanged
Envestnet Portfolio Solutions, Inc.764$308.8K0.00%+764New
Aldebaran Financial Inc.762$308.0K0.34%+762New
Runnymede Capital Advisors, Inc.758$306.4K0.28%+721+1,948.6%Added
Primoris Wealth Advisors, LLC750$303.2K0.21%00.0%Unchanged
WJ Interests, LLC750$303.2K0.13%00.0%Unchanged
Atlanta Consulting Group Advisors, LLC750$303.2K0.08%00.0%Unchanged
Beacon Financial Strategies CORP750$303.2K0.19%00.0%Unchanged
HBK Sorce Advisory LLC750$303.2K0.01%+750New
Westwood Holdings Group Inc.749$302.8K0.00%+749New
Kovack Advisors, Inc.742$299.9K0.03%−18−2.4%Reduced
Diversify Advisory Services, LLC760$299.7K0.01%+760New
Stelac Advisory Services LLC740$299.1K0.11%00.0%Unchanged
Quotient Wealth Partners, LLC738$298.2K0.01%+738New
ASB Consultores, LLC737$297.9K0.20%00.0%Unchanged
Pure Financial Advisors, Inc.731$295.7K0.01%+731New
Idaho Trust Bank727$293.9K0.11%+727New
Versor Investments LP715$289.0K0.05%+715New
Level Four Advisory Services, LLC709$286.6K0.01%−25−3.4%Reduced
Diversified Trust Co709$286.6K0.01%+709New
Kure Advisory, LLC708$286.2K0.19%+708New
Synergy Financial Management, LLC707$285.8K0.03%−9,329−93.0%Reduced
Measured Risk Portfolios, Inc.707$285.8K0.32%+707New
Montz Harcus Wealth Management LLC703$284.2K0.14%00.0%Unchanged
Root Financial Partners, LLC702$283.8K0.03%+702New
Pennington Partners & Co., LLC700$283.0K0.15%00.0%Unchanged
Howland Capital Management LLC698$282.2K0.01%−12−1.7%Reduced
Total Investment Management Inc693$280.1K0.04%+693New
Andina Capital Management, LLC693$280.1K0.20%+693New
WealthPlan Investment Management, LLC685$276.9K0.02%+685New
Sax Wealth Advisors, LLC684$276.5K0.02%+684New
Pinnacle Family Advisors, LLC685$275.2K0.13%+685New
Ashton Thomas Private Wealth, LLC673$272.0K0.01%−76−10.1%Reduced
Sava Infond d.o.o.670$270.8K0.04%−80−10.7%Reduced
Harbor Investment Advisory, LLC665$268.8K0.02%00.0%Unchanged
Cardiff Park Advisors, LLC664$268.4K0.02%−46−6.5%Reduced
Continuum Advisory, LLC662$267.6K0.03%+42+6.8%Added
Sound View Wealth Advisors Group, LLC662$267.6K0.02%+662New
Ewa, LLC662$267.6K0.08%+662New
King Wealth654$264.0K0.04%−59−8.3%Reduced
Mustard Seed Financial, LLC652$263.6K0.19%−527−44.7%Reduced
Nicholson Meyer Capital Management, Inc.650$262.9K0.22%+650New
Fortress Financial Solutions, LLC650$262.8K0.33%+650New
World Equity Group, Inc.644$260.3K0.07%+644New
Beaumont Financial Advisors, LLC644$260.3K0.02%+644New
Rockingstone Advisors LLC640$258.7K0.14%+640New
RFG Advisory, LLC638$257.9K0.01%+638New
Retirement Planning Co of New England, Inc.638$257.9K0.11%+638New
Pitcairn Co636$257.1K0.02%+636New
Falcon Wealth Planning636$257.1K0.03%+636New
Paragon Private Wealth Management, LLC633$255.9K0.10%+633New
Everett Harris & Co632$255.5K0.00%+632New
Modern Wealth Management, LLC630$254.7K0.01%+630New
Accurate Wealth Management, LLC600$252.9K0.04%+600New
Howard Financial Services, Ltd.619$250.2K0.03%+619New