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, Q3 2025
Institutional positions in Strategy Inc as of Sep 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
- 1,087
- −52 vs. Q2 2025
- Shares held
- 140.0M
- +11.7M (+9.1%) vs. Q2 2025
- Total value
- $45.1B
- −$6.65B (−12.8%) vs. Q2 2025
- New holders
- 124
- 503 more added
- Sold out
- 176
- 323 more reduced
22 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding Strategy Inc; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 19,884,275 | $6.41B | 0.10% | +1,344,519+7.3% | Added |
| Capital International Investors | 15,014,295 | $4.84B | 0.78% | +383,207+2.6% | Added |
| BlackRock, Inc. | 14,656,166 | $4.72B | 0.08% | +466,478+3.3% | Added |
| Morgan Stanley | 8,416,982 | $2.71B | 0.16% | −778,275−8.5% | Reduced |
| State Street Corp | 5,989,048 | $1.93B | 0.07% | +504,479+9.2% | Added |
| Clear Street Group Inc. | 4,777,997 | $1.54B | 7.49% | +4,777,997 | New |
| Capital Research Global Investors | 4,205,258 | $1.35B | 0.25% | +1,057,804+33.6% | Added |
| Cantor Fitzgerald, L. P. | 4,009,492 | $1.29B | 25.34% | −406,238−9.2% | Reduced |
| Geode Capital Management, LLC | 3,736,156 | $1.20B | 0.08% | +214,492+6.1% | Added |
| UBS Group AG | 2,522,401 | $812.7M | 0.16% | +987,718+64.4% | Added |
| JPMorgan Chase & Co | 2,375,683 | $765.5M | 0.05% | −772,453−24.5% | Reduced |
| Goldman Sachs Group Inc | 2,092,268 | $674.1M | 0.10% | +1,300,403+164.2% | Added |
| Marex Group plc | 2,082,849 | $671.2M | 8.31% | +202,704+10.8% | Added |
| National Bank of Canada | 2,044,804 | $658.9M | 0.74% | +1,476,858+260.0% | Added |
| Capula Management Ltd | 1,756,048 | $565.8M | 4.21% | +1,755,481+309,608.6% | Added |
| Invesco Ltd. | 1,593,085 | $513.3M | 0.08% | +194,987+13.9% | Added |
| Northern Trust Corp | 1,570,323 | $506.0M | 0.06% | +82,248+5.5% | Added |
| Royal Bank of Canada | 1,565,481 | $504.4M | 0.09% | +1,376,824+729.8% | Added |
| Harvest Portfolios Group Inc. | 1,550,520 | $499.6M | 9.22% | +842,480+119.0% | Added |
| FMR LLC | 1,492,625 | $480.9M | 0.03% | −569,732−27.6% | Reduced |
| Weiss Asset Management LP | 1,388,564 | $447.4M | 6.39% | −820,315−37.1% | Reduced |
| Bank of Montreal | 1,298,181 | $418.3M | 0.18% | +377,828+41.1% | Added |
| Capital World Investors | 1,279,132 | $412.1M | 0.06% | +224,773+21.3% | Added |
| Legal & General Group Plc | 1,255,770 | $404.6M | 0.09% | +87,333+7.5% | Added |
| UBS Asset Management Americas Inc | 1,251,234 | $403.2M | 0.09% | −84,795−6.3% | Reduced |
| Charles Schwab Investment Management Inc | 1,179,156 | $379.9M | 0.06% | +112,185+10.5% | Added |
| Amundi | 1,011,362 | $363.8M | 0.12% | −772,620−43.3% | Reduced |
| Bank of New York Mellon Corp | 923,265 | $297.5M | 0.05% | +14,823+1.6% | Added |
| Deutsche Bank AG | 838,431 | $270.2M | 0.09% | +179,706+27.3% | Added |
| Toroso Investments, LLC | 771,465 | $248.6M | 1.06% | +351,619+83.7% | Added |
| Swiss National Bank | 752,500 | $242.5M | 0.14% | +3,200+0.4% | Added |
| Barclays PLC | 706,808 | $227.7M | 0.08% | +205,275+40.9% | Added |
| LPL Financial LLC | 643,558 | $207.4M | 0.06% | −7,645−1.2% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 623,981 | $201.1M | 0.12% | +35,443+6.0% | Added |
| Natixis | 591,017 | $190.4M | 1.02% | −124,581−17.4% | Reduced |
| National Pension Service | 511,640 | $164.9M | 0.13% | +4,547+0.9% | Added |
| Bank of America Corp | 493,083 | $158.9M | 0.01% | −232,779−32.1% | Reduced |
| Nuveen, LLC | 477,925 | $154.0M | 0.04% | +22,590+5.0% | Added |
| Price T Rowe Associates Inc | 470,590 | $151.6M | 0.02% | −1,129,526−70.6% | Reduced |
| Hudson Bay Capital Management LP | 457,611 | $147.4M | 0.90% | −733,747−61.6% | Reduced |
| California Public Employees Retirement System | 448,157 | $144.4M | 0.09% | +37,561+9.1% | Added |
| First Trust Advisors LP | 412,637 | $133.0M | 0.10% | +63,906+18.3% | Added |
| California State Teachers Retirement System | 411,981 | $132.7M | 0.14% | +24,071+6.2% | Added |
| Canada Pension Plan Investment Board | 393,322 | $126.7M | 0.09% | +393,322 | New |
| Wells Fargo & Company | 346,644 | $111.7M | 0.02% | −375,139−52.0% | Reduced |
| Citigroup Inc | 344,281 | $110.9M | 0.08% | +62,000+22.0% | Added |
| LMR Partners LLP | 333,116 | $107.3M | 1.39% | +241,434+263.3% | Added |
| Susquehanna International Group, LLP | 318,176 | $102.5M | 0.15% | +71,456+29.0% | Added |
| Rhumbline Advisers | 313,565 | $101.0M | 0.08% | +43,509+16.1% | Added |
| PEAK6 LLC | 300,454 | $96.8M | 2.43% | +300,451+10,015,033.3% | Added |
| ProShare Advisors LLC | 286,776 | $92.4M | 0.19% | −59,686−17.2% | Reduced |
| New York State Common Retirement Fund | 282,150 | $90.9M | 0.12% | +700+0.2% | Added |
| Voloridge Investment Management, LLC | 266,550 | $85.9M | 0.29% | −153,171−36.5% | Reduced |
| HSBC Holdings PLC | 264,217 | $84.6M | 0.05% | −44,339−14.4% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 261,847 | $84.4M | 0.06% | +28,880+12.4% | Added |
| Ossiam | 247,410 | $79.7M | 1.03% | +63,008+34.2% | Added |
| State Board of Administration of Florida Retirement System | 241,215 | $77.7M | 0.14% | +1,189+0.5% | Added |
| Mirae Asset Securities (USA) Inc. | 236,621 | $76.2M | 3.34% | −199,503−45.7% | Reduced |
| KBC Group NV | 223,123 | $71.9M | 0.17% | +108,747+95.1% | Added |
| SG Americas Securities, LLC | 221,300 | $71.3M | 0.26% | −68,988−23.8% | Reduced |
| BNP Paribas Arbitrage, SA | 209,679 | $67.6M | 0.05% | −45,307−17.8% | Reduced |
| Aviva PLC | 207,467 | $66.8M | 0.12% | +22,380+12.1% | Added |
| Commonwealth Equity Services, LLC | 206,140 | $66.4M | 0.09% | −1,191−0.6% | Reduced |
| Van Eck Associates Corp | 204,506 | $65.9M | 0.06% | +64,482+46.1% | Added |
| Stifel Financial Corp | 197,972 | $63.8M | 0.06% | −47,526−19.4% | Reduced |
| Cetera Investment Advisers | 191,597 | $61.7M | 0.07% | +67,028+53.8% | Added |
| Victory Capital Management Inc | 188,454 | $60.7M | 0.04% | +4,181+2.3% | Added |
| Walleye Trading LLC | 187,082 | $60.3M | 0.96% | +26,223+16.3% | Added |
| Point72 Europe (London) LLP | 186,602 | $60.1M | 3.27% | +186,602 | New |
| Storebrand Asset Management AS | 168,197 | $54.2M | 0.14% | +4,777+2.9% | Added |
| CTC LLC | 166,796 | $53.7M | 2.19% | −255,750−60.5% | Reduced |
| Jane Street Group, LLC | 165,963 | $53.5M | 0.06% | +6,807+4.3% | Added |
| Jefferies Financial Group Inc. | 163,258 | $52.6M | 0.48% | +144,906+789.6% | Added |
| Treasurer of the State of North Carolina | 159,571 | $51.4M | 0.16% | +30,227+23.4% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 144,640 | $46.6M | 0.07% | −10,720−6.9% | Reduced |
| Great West Life Assurance Co | 139,034 | $45.4M | 0.06% | +42,145+43.5% | Added |
| Robeco Institutional Asset Management B.V. | 140,248 | $45.2M | 0.07% | +14,598+11.6% | Added |
| Horizon Kinetics Asset Management LLC | 138,488 | $44.6M | 0.54% | −7,011−4.8% | Reduced |
| Jump Financial, LLC | 137,349 | $44.3M | 0.56% | +34,161+33.1% | Added |
| State of Wisconsin Investment Board | 137,242 | $44.2M | 0.10% | +5,040+3.8% | Added |
| Aspiring Ventures, LLC | 134,597 | $43.4M | 15.35% | +9,963+8.0% | Added |
| Point72 Asset Management, L.P. | 133,708 | $43.1M | 0.09% | +133,708 | New |
| Renaissance Technologies LLC | 225,730 | $42.1M | 0.06% | −38,869−14.7% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 130,062 | $41.9M | 0.07% | +43,752+50.7% | Added |
| Millennium Management LLC | 129,639 | $41.8M | 0.03% | +64,099+97.8% | Added |
| Vident Advisory, LLC | 128,437 | $41.4M | 0.40% | +30,714+31.4% | Added |
| TB Alternative Assets Ltd. | 126,000 | $40.6M | 6.07% | +126,000 | New |
| Royal London Asset Management Ltd | 121,812 | $39.2M | 0.08% | +8,361+7.4% | Added |
| Korea Investment CORP | 118,926 | $38.3M | 0.08% | −18,268−13.3% | Reduced |
| Danske Bank A/S | 118,906 | $38.3M | 0.10% | +8,546+7.7% | Added |
| Exchange Traded Concepts, LLC | 118,624 | $38.2M | 0.36% | +57,185+93.1% | Added |
| Schroder Investment Management Group | 118,478 | $38.2M | 0.03% | +20,536+21.0% | Added |
| Mariner, LLC | 117,143 | $37.7M | 0.05% | −9,865−7.8% | Reduced |
| BLKBRD Asset Management, LP | 115,483 | $37.2M | 10.37% | −43,778−27.5% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 114,983 | $37.0M | 0.08% | +8,190+7.7% | Added |
| Advisor Group Holdings, Inc. | 111,312 | $36.4M | 0.05% | +2,251+2.1% | Added |
| Foundations Investment Advisors, LLC | 110,190 | $35.5M | 0.52% | +428+0.4% | Added |
| TD Asset Management Inc | 108,907 | $35.1M | 0.03% | +916+0.8% | Added |
| Nomura Holdings Inc | 108,353 | $34.9M | 0.16% | +21,416+24.6% | Added |
| Shariaportfolio, Inc. | 106,492 | $34.3M | 13.13% | +16,354+18.1% | Added |