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 |
|---|---|---|---|---|---|
| Russell Investments Group, Ltd. | 36,152 | $11.7M | 0.01% | +53+0.1% | Added |
| American Century Companies Inc | 36,453 | $11.7M | 0.01% | +2,526+7.4% | Added |
| AXA Investment Managers S.A. | 37,147 | $12.0M | 0.03% | +37,147 | New |
| British Columbia Investment Management Corp | 37,585 | $12.1M | 0.07% | −1,357−3.5% | Reduced |
| Teamwork Financial Advisors, LLC | 37,733 | $12.2M | 1.32% | +30,865+449.4% | Added |
| Varma Mutual Pension Insurance Co | 38,100 | $12.3M | 0.08% | +3,000+8.5% | Added |
| Erste Asset Management GmbH | 37,699 | $12.3M | 0.12% | +10,699+39.6% | Added |
| Capital Fund Management S.A. | 39,161 | $12.6M | 0.13% | −1,500−3.7% | Reduced |
| Moors & Cabot, Inc. | 39,265 | $12.7M | 0.55% | +45+0.1% | Added |
| Independent Financial Group, LLC | 39,399 | $12.7M | 0.30% | −7,002−15.1% | Reduced |
| Vista Investment Partners II, LLC | 39,532 | $12.7M | 5.94% | +659+1.7% | Added |
| QRG Capital Management, Inc. | 40,688 | $13.1M | 0.16% | +28,345+229.6% | Added |
| Acorn Financial Advisory Services Inc | 40,873 | $13.2M | 2.02% | −1,445−3.4% | Reduced |
| CIBC World Markets Inc. | 40,926 | $13.2M | 0.03% | +6,912+20.3% | Added |
| USS Investment Management Ltd | 40,953 | $13.2M | 0.06% | 00.0% | Unchanged |
| Kingswood Wealth Advisors, LLC | 41,017 | $13.2M | 0.80% | +3,403+9.0% | Added |
| Consolidated Portfolio Review Corp | 42,098 | $13.6M | 1.70% | −434−1.0% | Reduced |
| Ensign Peak Advisors, Inc | 42,509 | $13.7M | 0.02% | +9,548+29.0% | Added |
| Police & Firemen's Retirement System of New Jersey | 42,611 | $13.7M | 0.11% | +4,679+12.3% | Added |
| Public Sector Pension Investment Board | 43,000 | $13.9M | 0.05% | +43,000 | New |
| Fiduciary Alliance LLC | 44,445 | $14.3M | 0.96% | −473−1.1% | Reduced |
| Capital Wealth Alliance, LLC | 44,700 | $14.4M | 7.16% | +609+1.4% | Added |
| Daiwa Securities Group Inc. | 43,663 | $14.5M | 0.05% | −10,773−19.8% | Reduced |
| Mn Services Vermogensbeheer B.V. | 45,000 | $14.5M | 0.09% | −47,500−51.4% | Reduced |
| SEI Investments Co | 45,414 | $14.6M | 0.02% | +5,509+13.8% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 46,828 | $15.1M | 0.12% | +8,952+23.6% | Added |
| Franklin Resources Inc | 47,205 | $15.2M | 0.00% | +16,776+55.1% | Added |
| IFM Investors Pty Ltd | 50,046 | $15.5M | 0.14% | +2,349+4.9% | Added |
| Leonteq Securities AG | 48,726 | $15.7M | 0.84% | +23,427+92.6% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 49,417 | $15.9M | 0.06% | −1,566−3.1% | Reduced |
| Compass Ion Advisors, LLC | 50,005 | $16.1M | 1.55% | −243−0.5% | Reduced |
| Madden Securities Corp | 50,041 | $16.1M | 4.93% | +745+1.5% | Added |
| GF Fund Management Co. Ltd. | 50,570 | $16.3M | 0.30% | −190.0% | Reduced |
| GWM Advisors LLC | 52,431 | $16.7M | 0.08% | +2,564+5.1% | Added |
| Independent Advisor Alliance | 52,753 | $17.0M | 0.44% | −4,073−7.2% | Reduced |
| Standard Life Aberdeen plc | 53,541 | $17.0M | 0.03% | +15,765+41.7% | Added |
| Wealthfront Advisers LLC | 53,558 | $17.3M | 0.04% | −2,056−3.7% | Reduced |
| D. E. Shaw & Co., Inc. | 53,780 | $17.3M | 0.01% | −26,363−32.9% | Reduced |
| Credit Agricole S A | 53,882 | $17.4M | 0.06% | +53,882 | New |
| Optiver Holding B.V. | 54,834 | $17.7M | 0.29% | +54,834 | New |
| CIBC Asset Management Inc | 55,579 | $17.9M | 0.05% | +2,078+3.9% | Added |
| Kestra Advisory Services, LLC | 55,731 | $18.0M | 0.08% | −3,436−5.8% | Reduced |
| Forsta Ap-Fonden | 56,300 | $18.1M | 0.11% | +5,900+11.7% | Added |
| Cubist Systematic Strategies, LLC | 56,336 | $18.2M | 0.26% | +47,634+547.4% | Added |
| Tudor Investment Corp Et Al | 56,355 | $18.2M | 0.12% | +18,982+50.8% | Added |
| Toronto Dominion Bank | 61,152 | $18.5M | 0.04% | −2,912−4.5% | Reduced |
| Private Advisor Group, LLC | 57,439 | $18.5M | 0.09% | +15,982+38.6% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 57,620 | $18.6M | 0.17% | +2,219+4.0% | Added |
| Mercer Global Advisors Inc | 58,784 | $18.9M | 0.03% | +58,784 | New |
| MML Investors Services, LLC | 59,154 | $19.1M | 0.05% | +10,444+21.4% | Added |
| Group One Trading, L.P. | 59,180 | $19.1M | 0.57% | −98,166−62.4% | Reduced |
| Brevan Howard Capital Management LP | 62,129 | $20.0M | 0.29% | −12,987−17.3% | Reduced |
| Guggenheim Capital LLC | 62,642 | $20.2M | 0.15% | +2,442+4.1% | Added |
| Wealth Enhancement Advisory Services, LLC | 61,924 | $20.3M | 0.03% | +11,010+21.6% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 66,089 | $21.3M | 0.05% | −2,264−3.3% | Reduced |
| Citadel Advisors LLC | 66,990 | $21.6M | 0.02% | +54,301+427.9% | Added |
| Generali Asset Management SPA SGR | 67,272 | $21.7M | 0.46% | −534−0.8% | Reduced |
| Nissay Asset Management Corp | 68,170 | $22.0M | 0.12% | +4,245+6.6% | Added |
| Accuvest Global Advisors | 71,783 | $23.1M | 14.42% | −120.0% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 71,800 | $23.1M | 0.07% | +10,727+17.6% | Added |
| Kapstone Financial Advisors LLC | 72,006 | $23.2M | 10.93% | +1,521+2.2% | Added |
| Ameriprise Financial Inc | 73,411 | $23.7M | 0.01% | +13,982+23.5% | Added |
| Teacher Retirement System of Texas | 73,446 | $23.7M | 0.10% | −1,629−2.2% | Reduced |
| STRS Ohio | 75,236 | $24.2M | 0.09% | −1,565−2.0% | Reduced |
| Arizona State Retirement System | 76,238 | $24.6M | 0.13% | +3,923+5.4% | Added |
| NEOS Investment Management LLC | 76,287 | $24.6M | 0.18% | +35,169+85.5% | Added |
| Lansforsakringar Fondforvaltning AB (publ) | 76,594 | $24.7M | 0.13% | +1,620+2.2% | Added |
| Creative Planning | 76,807 | $24.7M | 0.02% | −22,981−23.0% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 77,686 | $25.0M | 0.02% | −126,878−62.0% | Reduced |
| Resona Asset Management Co.,Ltd. | 78,249 | $25.3M | 0.12% | +335+0.4% | Added |
| Swedbank AB | 79,144 | $25.5M | 0.03% | −293−0.4% | Reduced |
| Rockefeller Capital Management L.P. | 80,414 | $25.9M | 0.05% | +11,166+16.1% | Added |
| Alliancebernstein L.P. | 82,800 | $26.7M | 0.01% | +492+0.6% | Added |
| EULAV Asset Management | 86,500 | $27.9M | 0.65% | +24,000+38.4% | Added |
| Nomura Asset Management Co Ltd | 87,614 | $28.2M | 0.07% | +3,364+4.0% | Added |
| Raymond James Financial Inc | 88,321 | $28.5M | 0.01% | −11,576−11.6% | Reduced |
| Belvedere Trading LLC | 88,649 | $28.6M | 2.29% | −850,502−90.6% | Reduced |
| HighTower Advisors, LLC | 88,849 | $28.6M | 0.03% | +6,185+7.5% | Added |
| Handelsbanken Fonder AB | 89,023 | $28.7M | 0.09% | +386+0.4% | Added |
| Strong Tower Advisory Services | 89,981 | $29.0M | 5.49% | −44,094−32.9% | Reduced |
| State of New Jersey Common Pension Fund D | 91,165 | $29.4M | 0.11% | +7,714+9.2% | Added |
| DnB Asset Management AS | 92,101 | $29.7M | 0.11% | +45,927+99.5% | Added |
| KLP Kapitalforvaltning AS | 94,700 | $30.5M | 0.12% | +5,200+5.8% | Added |
| Cambridge Investment Research Advisors, Inc. | 100,554 | $32.4M | 0.09% | +342+0.3% | Added |
| Asset Management One Co.,Ltd. | 101,005 | $32.5M | 0.09% | +523+0.5% | Added |
| Pictet Asset Management Holding SA | 102,578 | $33.1M | 0.03% | +633+0.6% | Added |
| Public Employees Retirement System of Ohio | 105,464 | $34.0M | 0.11% | +3,584+3.5% | Added |
| Shariaportfolio, Inc. | 106,492 | $34.3M | 13.13% | +16,354+18.1% | Added |
| Nomura Holdings Inc | 108,353 | $34.9M | 0.16% | +21,416+24.6% | Added |
| TD Asset Management Inc | 108,907 | $35.1M | 0.03% | +916+0.8% | Added |
| Foundations Investment Advisors, LLC | 110,190 | $35.5M | 0.52% | +428+0.4% | Added |
| Advisor Group Holdings, Inc. | 111,312 | $36.4M | 0.05% | +2,251+2.1% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 114,983 | $37.0M | 0.08% | +8,190+7.7% | Added |
| BLKBRD Asset Management, LP | 115,483 | $37.2M | 10.37% | −43,778−27.5% | Reduced |
| Mariner, LLC | 117,143 | $37.7M | 0.05% | −9,865−7.8% | Reduced |
| Schroder Investment Management Group | 118,478 | $38.2M | 0.03% | +20,536+21.0% | Added |
| Exchange Traded Concepts, LLC | 118,624 | $38.2M | 0.36% | +57,185+93.1% | Added |
| Danske Bank A/S | 118,906 | $38.3M | 0.10% | +8,546+7.7% | Added |
| Korea Investment CORP | 118,926 | $38.3M | 0.08% | −18,268−13.3% | Reduced |
| Royal London Asset Management Ltd | 121,812 | $39.2M | 0.08% | +8,361+7.4% | Added |