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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

Q3 2025 vs. Q2 2025

How the institutions holding Strategy Inc changed between Q2 2025 and Q3 2025.

All holders in Q3 2025All holders in Q2 2025

13F holders of MSTR: Q2 2025 compared with Q3 2025
MeasureQ2 2025Of which not filed for Q3 2025Q3 2025Change
Holders1,161221,087−52
Shares137.4M9.10M140.0M+11.7M (+9.1%)
Value$55.5B$3.68B$45.1B−$6.65B (−12.8%)

22 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (124)

Institutions that held Strategy Inc at the end of Q3 2025 but not at the end of Q2 2025.

Showing the largest 100 of 124 by value.

Institutions new to MSTR in Q3 2025
InstitutionSharesValue% of portfolio
Clear Street Group Inc.4,777,997$1.54B7.49%
Canada Pension Plan Investment Board393,322$126.7M0.09%
Point72 Europe (London) LLP186,602$60.1M3.27%
Point72 Asset Management, L.P.133,708$43.1M0.09%
TB Alternative Assets Ltd.126,000$40.6M6.07%
Mercer Global Advisors Inc58,784$18.9M0.03%
Optiver Holding B.V.54,834$17.7M0.29%
Credit Agricole S A53,882$17.4M0.06%
Public Sector Pension Investment Board43,000$13.9M0.05%
AXA Investment Managers S.A.37,147$12.0M0.03%
Simplex Trading, LLC29,257$9.43M0.21%
Catalyst Funds Management Pty Ltd21,600$6.96M1.06%
CAPROCK Group, Inc.18,927$6.33M0.16%
CIBC Bancorp USA Inc.19,023$6.13M0.04%
Massar Capital Management, LP17,977$5.79M2.07%
Winton Group Ltd16,554$5.33M0.20%
Gateway Investment Advisers LLC16,060$5.17M0.05%
Cavalier Investments, LLC11,627$3.75M1.51%
Point72 (DIFC) Ltd11,452$3.69M0.26%
Point72 Asia (Singapore) Pte. Ltd.11,270$3.63M0.56%
Virtu Financial LLC10,342$3.33M0.19%
Tred Avon Family Wealth, LLC9,768$3.15M1.08%
Allstate Corp9,590$3.09M0.07%
JPL Wealth Management, LLC9,395$3.03M0.72%
Vennlight Capital Management, LP6,317$2.04M2.65%
Farringdon Capital, Ltd.5,819$1.87M0.48%
Arrowpoint Investment Partners (Singapore) Pte. Ltd.4,766$1.54M2.25%
Blueshift Asset Management, LLC4,427$1.43M0.44%
Chesapeake Capital Corp4,307$1.39M1.25%
NorthRock Partners, LLC4,295$1.38M0.03%
Brand Asset Management Group, Inc.3,924$1.26M0.36%
Fieldview Capital Management, LLC3,704$1.19M0.20%
Howard Capital Management Inc.3,584$1.15M0.02%
Alphadyne Asset Management LP2,999$966.3K0.65%
Baader Bank INC4,604$917.1K0.08%
Caisse des Depots Et Consignations2,779$895.4K0.04%
Trifecta Capital Advisors, LLC2,660$857.1K0.13%
National Wealth Management Group, LLC2,528$814.5K0.31%
LaSalle St. Investment Advisors, LLC2,341$754.0K0.14%
Wealthedge Investment Advisors, LLC2,269$731.1K0.28%
ING Groep NV2,229$718.2K0.00%
Sig Brokerage, LP2,101$677.0K0.17%
Patient Capital Management, LLC2,092$674.4K0.03%
Picton Mahoney Asset Management2,069$666.0K0.01%
Krilogy Financial LLC2,609$665.3K0.02%
Copperleaf Capital, LLC1,942$625.7K0.30%
Prakash Investment Advisors LLC1,900$612.2K0.44%
LBMC Investment Advisors, LLC1,891$609.3K0.04%
Oakwell Private Wealth Management, LLC1,618$521.3K0.10%
Groupe la Francaise1,860$516.9K0.01%
Calamos Wealth Management LLC1,547$498.5K0.02%
Flaharty Asset Management, LLC1,455$468.8K0.06%
Marshall Wace, LLP1,203$387.6K0.00%
Rakuten Investment Management, Inc.2,122$383.4K0.00%
ABN AMRO Bank N.V.1,139$365.8K0.00%
GR Financial Group, LLC1,121$361.3K0.08%
Prasad Wealth Partners, LLC1,101$354.7K0.10%
Solstein Capital, LLC1,098$353.8K0.16%
Requisite Capital Management, LLC1,020$328.7K0.06%
Warberg Asset Management LLC1,000$322.2K0.09%
Bramshill Investments, LLC1,000$322.2K0.02%
Nkcfo LLC1,000$322.0K0.10%
Boothbay Fund Management, LLC984$317.1K0.01%
Optimize Financial Inc944$304.2K0.16%
Clark Financial Services Group Inc934$300.9K0.16%
Triad Wealth Partners, LLC881$283.9K0.04%
Exit Wealth Advisors, LLC.844$271.9K0.18%
Flow Traders U.S. LLC815$263.0K0.01%
Bell & Brown Wealth Advisors, LLC729$234.9K0.08%
Allen Capital Group, LLC662$213.3K0.02%
Ascent Group, LLC658$212.0K0.01%
BSW Wealth Partners652$210.1K0.03%
Caxton Associates LLP649$209.1K0.01%
Hennion & Walsh Asset Management, Inc.638$205.6K0.01%
Floyd Financial Group LLC647$204.1K0.15%
Acadian Asset Management LLC635$204.0K0.00%
Baker Avenue Asset Management, LP626$201.6K0.00%
Abich Financial Wealth Management LLC560$180.4K0.06%
Caitlin John, LLC434$139.8K0.10%
First Horizon Corp348$112.1K0.01%
Cedar Wealth Management, LLC345$111.2K0.03%
Lake Street Financial LLC288$92.8K0.01%
Dudley Capital Management, LLC260$83.8K0.04%
Pathway Financial Advisers, LLC201$64.8K0.02%
Manchester Capital Management LLC187$60.3K0.01%
Quintet Private Bank (Europe) S.A.175$56.4K0.00%
Tripletail Wealth Management, LLC150$53.0K0.06%
Wealth Watch Advisors, INC137$44.1K0.02%
Salomon & Ludwin, LLC110$38.7K0.00%
Financial Freedom, LLC115$37.1K0.02%
Cheviot Value Management, LLC120$34.2K0.00%
Quent Capital, LLC102$32.9K0.00%
Pilgrim Partners Asia Pte Ltd100$32.2K0.01%
Quadrant Capital Group LLC67$21.6K0.00%
Steigerwald, Gordon & Koch Inc.48$15.5K0.00%
Park Place Capital Corp37$11.9K0.00%
Chesapeake Asset Management LLC36$11.6K0.01%
Cloud Capital Management, LLC35$11.0K0.01%
MPWM Advisory Solutions, LLC30$9.67K0.01%
Bullock Wealth Management Group25$8.46K0.00%

Sold out (176)

Institutions that held Strategy Inc at the end of Q2 2025 and filed for Q3 2025 without it.

Showing the largest 100 of 176 by value.

Institutions that sold out of MSTR in Q3 2025
InstitutionShares, Q2 2025Value, Q2 2025
Jain Global LLC134,916$54.5M
HRT Financial LP124,551$50.3M
Healthcare of Ontario Pension Plan Trust Fund93,273$37.7M
Quantitative Investment Management, LLC92,997$37.6M
Squarepoint Ops LLC77,034$31.1M
Sassicaia Capital Advisers LLC64,410$26.0M
Zurich Insurance Group Ltd56,885$23.0M
Two Sigma Investments, LP53,823$21.8M
Y-Intercept (Hong Kong) Ltd44,622$18.0M
AXA S.A.40,266$16.3M
Qube Research & Technologies Ltd34,766$14.1M
BNP PARIBAS ASSET MANAGEMENT Holding S.A.18,606$7.51M
Financial Advocates Investment Management13,011$5.26M
Hel Ved Capital Management Ltd12,075$4.88M
Moore Capital Management, LP10,789$4.36M
Elo Mutual Pension Insurance Co10,359$4.19M
Caitong International Asset Management Co., Ltd9,557$3.86M
Johns Hopkins University8,400$3.40M
Bellwether Advisors, LLC7,024$2.84M
Andar Capital Management HK Ltd7,000$2.83M
Private Advisory Group LLC5,991$2.42M
Fortis Group Advisors, LLC5,755$2.31M
Delta Investment Management, LLC5,553$2.24M
SRS Capital Advisors, Inc.2,554$1.99M
Financial Sense Advisors, Inc.4,832$1.95M
Edgestream Partners, L.P.4,758$1.92M
Galaxy Group Investments LLC4,480$1.81M
Lee Johnson Capital Management, LLC3,827$1.55M
Glaxis Capital Management, LLC3,600$1.46M
Abn Amro Investment Solutions3,294$1.33M
Clough Capital Partners L P3,117$1.26M
Scientech Research LLC2,955$1.19M
Axq Capital, LP2,751$1.11M
Williamson Legacy Group, LLC2,744$1.11M
Mediolanum International Funds Ltd2,862$1.10M
Pinkerton Retirement Specialists, LLC2,538$1.03M
Resolute Partners Group2,507$1.01M
Laurion Capital Management LP2,392$966.9K
Park Square Financial Group, LLC2,320$937.9K
Friedenthal Financial2,312$934.6K
Heritage Wealth Advisors2,221$897.8K
Fedenia Advisers LLC2,215$895.4K
Q3 Asset Management2,162$874.0K
Two Sigma Securities, LLC2,084$842.4K
Voleon Capital Management LP1,906$770.5K
SLT Holdings LLC1,719$694.9K
J. Goldman & Co LP1,716$693.7K
Eqis Capital Management, Inc.1,698$686.3K
Armis Advisers, LLC1,591$643.1K
Finivi Inc.1,525$616.5K
XML Financial, LLC1,510$610.4K
Yeomans Consulting Group, Inc.1,550$578.6K
JT Stratford LLC1,428$577.2K
Tradewinds, LLC.1,376$556.1K
Merkkuri Wealth Advisors LLC1,376$556.1K
Whitaker-Myers Wealth Managers, LTD.1,361$550.2K
Willis Johnson & Associates, Inc.1,192$481.6K
Capital Wealth Planning, LLC1,100$444.7K
Howe & Rusling Inc1,070$432.5K
Avaii Wealth Management, LLC1,040$420.6K
West Michigan Advisors, LLC1,018$411.5K
ICONIQ Capital, LLC990$400.2K
Miracle Mile Advisors, LLC983$397.4K
Vestmark Advisory Solutions, Inc.941$380.4K
Sherman Porfolios, LLC935$378.0K
Vicus Capital912$368.7K
Wealth Preservation Advisors, LLC911$368.3K
FFG Partners, LLC880$355.7K
Fundamentun, LLC845$341.6K
Proficio Capital Partners LLC815$329.4K
Pettinga Financial Advisors, LLC811$327.9K
Park Capital Management, LLC779$314.9K
GWN Securities Inc.774$313.7K
Aldebaran Financial Inc.762$308.0K
Beacon Financial Strategies CORP750$303.2K
Westwood Holdings Group Inc.749$302.8K
ASB Consultores, LLC737$297.9K
Idaho Trust Bank727$293.9K
Versor Investments LP715$289.0K
Measured Risk Portfolios, Inc.707$285.8K
Total Investment Management Inc693$280.1K
Sax Wealth Advisors, LLC684$276.5K
Continuum Advisory, LLC662$267.6K
Fortress Financial Solutions, LLC650$262.8K
Retirement Planning Co of New England, Inc.638$257.9K
Paragon Private Wealth Management, LLC633$255.9K
Accurate Wealth Management, LLC600$252.9K
Victory Financial Group, LLC612$247.4K
TSA Wealth Managment LLC608$245.8K
Hummer Financial Advisory Services Inc600$242.5K
J. Safra Sarasin Holding AG600$242.5K
Darden Wealth Group Inc600$242.5K
Meiji Yasuda Asset Management Co Ltd.598$241.7K
Robertson Stephens Wealth Management, LLC587$237.3K
Beacon Financial Advisory LLC586$236.9K
Keel Point, LLC584$236.1K
Signature Estate & Investment Advisors LLC575$232.4K
Visionary Horizons, LLC575$232.4K
Moss Adams Wealth Advisors LLC570$230.4K
Capital Investment Advisors, LLC566$228.9K

Not filed for Q3 2025 yet (22)

Institutions that held Strategy Inc at the end of Q2 2025 and haven't filed a 13F for Q3 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding MSTR in Q2 2025 that haven't filed for Q3 2025
InstitutionShares, Q2 2025Value, Q2 2025
Clear Street LLC5,971,971$2.41B
Norges Bank2,976,182$1.20B
Avantax Advisory Services, Inc.49,309$19.9M
CIBC World Markets Corp28,389$11.5M
Clarity Capital Partners LLC28,026$11.3M
Belmont Capital, LLC10,304$4.17M
Legacy Investment Solutions, LLC6,811$2.75M
Atria Wealth Solutions, Inc.6,617$2.67M
E Fund Management Co., Ltd.5,949$2.40M
Good Life Advisors, LLC5,216$2.11M
EP Wealth Advisors, LLC3,742$1.51M
SRN Advisors, LLC3,599$1.45M
Smith Anglin Financial, LLC2,537$1.03M
Congress Wealth Management LLC1,466$593.3K
Wellington Capital Management, Inc.1,200$485.0K
Graypoint LLC1,098$443.8K
Foguth Wealth Management, LLC.999$403.8K
First Horizon Advisors, Inc.347$140.3K
Semmax Financial Advisors Inc.100$39.5K
Safe Harbor Fiduciary, LLC92$37.2K
Parkworth Wealth Management, Inc.2$808
PrairieView Partners, LLC1$0