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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, 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.

Institutional holdersQ3 2025: 1,087 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 heldQ3 2025: $45.1B
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, Q3 2025

Shares, value and share of portfolio for each institution holding Strategy Inc; share changes are against Q2 2025.

Institutions holding MSTR in Q3 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Kerr Financial Planning Corp1$1980.00%+1New
Quest 10 Wealth Builders, Inc.1$2450.00%00.0%Unchanged
Byrne Asset Management LLC1$3220.00%−1−50.0%Reduced
IMG Wealth Management, Inc.1$3220.00%00.0%Unchanged
North Capital, Inc.1$3220.00%00.0%Unchanged
Winnow Wealth LLC1$3230.00%+1New
Brown, Lisle/Cummings, Inc.2$4900.00%00.0%Unchanged
Bare Financial Services, Inc2$6440.00%−1−33.3%Reduced
Duncker Streett & Co Inc2$6440.00%00.0%Unchanged
Proathlete Wealth Management LLC2$6440.00%00.0%Unchanged
Country Trust Bank2$6440.00%+2New
High Note Wealth, LLC2$6440.00%+2New
Davis Capital Management2$6440.00%+2New
Ameriflex Group, Inc.2$6440.00%+2New
Valued Wealth Advisors LLC2$6450.00%00.0%Unchanged
Cornerstone Planning Group LLC39$8780.00%−237−85.9%Reduced
Kayne Anderson Rudnick Investment Management LLC3$9670.00%00.0%Unchanged
Clear Investment Research, LLC3$9670.00%00.0%Unchanged
IMA Wealth, Inc.3$9670.00%+3New
Hemington Wealth Management4$1.00K0.00%+4New
DecisionPoint Financial, LLC3$1.02K0.00%00.0%Unchanged
Cromwell Holdings LLC4$1.29K0.00%−14−77.8%Reduced
JFS Wealth Advisors, LLC4$1.29K0.00%00.0%Unchanged
Atwood & Palmer Inc5$1.61K0.00%00.0%Unchanged
Evergreen Private Wealth LLC6$1.93K0.00%00.0%Unchanged
Stone House Investment Management, LLC6$1.93K0.00%+3+100.0%Added
TD Capital Management LLC7$2.25K0.00%00.0%Unchanged
Evelyn Partners Investment Management Services Ltd7$2.25K0.00%00.0%Unchanged
Rialto Wealth Management, LLC7$2.26K0.00%−2−22.2%Reduced
Altshuler Shaham Ltd8$2.58K0.00%––
Mather Group, LLC.9$2.81K0.00%+9New
Kilter Group LLC9$2.90K0.00%−14−60.9%Reduced
Tortoise Investment Management, LLC9$2.90K0.00%00.0%Unchanged
Tanglewood Legacy Advisors, LLC9$2.90K0.00%00.0%Unchanged
Tidemark, LLC9$2.90K0.00%00.0%Unchanged
Oakworth Capital, Inc.9$2.90K0.00%+9New
Hughes Financial Services, LLC13$3.10K0.00%−5−27.8%Reduced
Berkshire Capital Holdings Inc10$3.22K0.00%−21,130−100.0%Reduced
Gordian Capital Singapore Pte Ltd10$3.22K0.00%00.0%Unchanged
Financial Management Professionals, Inc.10$3.22K0.00%+5+100.0%Added
Sofos Investments, Inc.10$3.22K0.00%+10New
Investment Research & Advisory Group, Inc.5$3.22K0.00%+5New
Guerra Advisors Inc10$3.22K0.00%+10New
MJT & Associates Financial Advisory Group, Inc.10$3.22K0.00%−2−16.7%Reduced
True Wealth Design, LLC11$3.38K0.00%−5−31.3%Reduced
Zions Bancorporation, National Association12$3.87K0.00%00.0%Unchanged
Blue Bell Private Wealth Management, LLC12$3.87K0.00%00.0%Unchanged
Principia Wealth Advisory, LLC12$3.87K0.00%+2+20.0%Added
Halbert Hargrove Global Advisors, LLC12$3.87K0.00%+12New
Cranbrook Wealth Management, LLC12$3.87K0.00%+12New
RMG Wealth Management LLC14$4.03K0.00%00.0%Unchanged
Rise Advisors, LLC13$4.19K0.00%00.0%Unchanged
Fortitude Family Office, LLC15$4.83K0.00%−28−65.1%Reduced
Trust Co of Vermont15$4.83K0.00%00.0%Unchanged
Sittner & Nelson, LLC15$4.83K0.00%+15New
Bayforest Capital Ltd16$5.16K0.00%+16New
Tradewinds Capital Management, LLC16$5.16K0.00%00.0%Unchanged
BankPlus Trust Department17$5.48K0.00%00.0%Unchanged
Aspect Partners, LLC17$5.48K0.00%+5+41.7%Added
Raffa Wealth Management, LLC18$5.80K0.00%00.0%Unchanged
Concord Wealth Partners18$5.80K0.00%+8+80.0%Added
Cullen/Frost Bankers, Inc.18$5.80K0.00%+18New
Johnson Financial Group, Inc.18$5.80K0.00%+18New
Mma Asset Management LLC18$5.80K0.00%+18New
Bruce G. Allen Investments, LLC19$6.12K0.00%−4−17.4%Reduced
Plante Moran Financial Advisors, LLC20$6.44K0.00%00.0%Unchanged
Fourth Dimension Wealth, LLC20$6.44K0.00%00.0%Unchanged
PFS Partners, LLC21$6.77K0.00%00.0%Unchanged
Retirement Wealth Solutions LLC21$6.77K0.00%+21New
Marquette Asset Management, LLC23$7.41K0.00%+23New
Turning Point Benefit Group, Inc.22$7.45K0.00%+22New
Addison Advisors LLC24$7.73K0.00%+4+20.0%Added
Whittier Trust Co22$7.74K0.00%+22New
Roble, Belko & Company, Inc25$8.00K0.00%00.0%Unchanged
Minot DeBlois Advisors LLC25$8.05K0.01%00.0%Unchanged
Princeton Global Asset Management LLC25$8.05K0.00%00.0%Unchanged
Pinney & Scofield, Inc.25$8.05K0.01%00.0%Unchanged
Bullock Wealth Management Group25$8.46K0.00%+25New
Atlantic Trust, LLC28$9.02K0.00%+1+3.7%Added
American Capital Advisory, LLC29$9.35K0.00%00.0%Unchanged
Painted Porch Advisors LLC30$9.67K0.00%−30−50.0%Reduced
Cape Investment Advisory, Inc.30$9.67K0.01%−3−9.1%Reduced
Delta Asset Management LLC30$9.67K0.00%00.0%Unchanged
S&T Bank30$9.67K0.00%+18+150.0%Added
MPWM Advisory Solutions, LLC30$9.67K0.01%+30New
Bell Investment Advisors, Inc30$9.67K0.00%−15−33.3%Reduced
Cloud Capital Management, LLC35$11.0K0.01%+35New
ORG Wealth Partners, LLC35$11.3K0.00%00.0%Unchanged
Chesapeake Asset Management LLC36$11.6K0.01%+36New
Albion Financial Group37$11.9K0.00%00.0%Unchanged
South State Corp.37$11.9K0.00%+1+2.8%Added
Park Place Capital Corp37$11.9K0.00%+37New
CBIZ Investment Advisory Services, LLC38$12.2K0.00%−24−38.7%Reduced
Contravisory Investment Management, Inc.39$12.6K0.00%00.0%Unchanged
Sachetta, LLC42$13.5K0.01%+1+2.4%Added
Brown Brothers Harriman & Co42$13.5K0.00%+23+121.1%Added
Frazier Financial Advisors, LLC45$14.5K0.01%00.0%Unchanged
Steigerwald, Gordon & Koch Inc.48$15.5K0.00%+48New
Crewe Advisors LLC48$15.5K0.00%−2−4.0%Reduced
Chilton Capital Management LLC48$15.5K0.00%+10+26.3%Added