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 |
|---|---|---|---|---|---|
| TB Alternative Assets Ltd. | 126,000 | $40.6M | 6.07% | +126,000 | New |
| Vident Advisory, LLC | 128,437 | $41.4M | 0.40% | +30,714+31.4% | Added |
| Millennium Management LLC | 129,639 | $41.8M | 0.03% | +64,099+97.8% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 130,062 | $41.9M | 0.07% | +43,752+50.7% | Added |
| Renaissance Technologies LLC | 225,730 | $42.1M | 0.06% | −38,869−14.7% | Reduced |
| Point72 Asset Management, L.P. | 133,708 | $43.1M | 0.09% | +133,708 | New |
| Aspiring Ventures, LLC | 134,597 | $43.4M | 15.35% | +9,963+8.0% | Added |
| State of Wisconsin Investment Board | 137,242 | $44.2M | 0.10% | +5,040+3.8% | Added |
| Jump Financial, LLC | 137,349 | $44.3M | 0.56% | +34,161+33.1% | Added |
| Horizon Kinetics Asset Management LLC | 138,488 | $44.6M | 0.54% | −7,011−4.8% | Reduced |
| Robeco Institutional Asset Management B.V. | 140,248 | $45.2M | 0.07% | +14,598+11.6% | Added |
| Great West Life Assurance Co | 139,034 | $45.4M | 0.06% | +42,145+43.5% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 144,640 | $46.6M | 0.07% | −10,720−6.9% | Reduced |
| Treasurer of the State of North Carolina | 159,571 | $51.4M | 0.16% | +30,227+23.4% | Added |
| Jefferies Financial Group Inc. | 163,258 | $52.6M | 0.48% | +144,906+789.6% | Added |
| Jane Street Group, LLC | 165,963 | $53.5M | 0.06% | +6,807+4.3% | Added |
| CTC LLC | 166,796 | $53.7M | 2.19% | −255,750−60.5% | Reduced |
| Storebrand Asset Management AS | 168,197 | $54.2M | 0.14% | +4,777+2.9% | Added |
| Point72 Europe (London) LLP | 186,602 | $60.1M | 3.27% | +186,602 | New |
| Walleye Trading LLC | 187,082 | $60.3M | 0.96% | +26,223+16.3% | Added |
| Victory Capital Management Inc | 188,454 | $60.7M | 0.04% | +4,181+2.3% | Added |
| Cetera Investment Advisers | 191,597 | $61.7M | 0.07% | +67,028+53.8% | Added |
| Stifel Financial Corp | 197,972 | $63.8M | 0.06% | −47,526−19.4% | Reduced |
| Van Eck Associates Corp | 204,506 | $65.9M | 0.06% | +64,482+46.1% | Added |
| Commonwealth Equity Services, LLC | 206,140 | $66.4M | 0.09% | −1,191−0.6% | Reduced |
| Aviva PLC | 207,467 | $66.8M | 0.12% | +22,380+12.1% | Added |
| BNP Paribas Arbitrage, SA | 209,679 | $67.6M | 0.05% | −45,307−17.8% | Reduced |
| SG Americas Securities, LLC | 221,300 | $71.3M | 0.26% | −68,988−23.8% | Reduced |
| KBC Group NV | 223,123 | $71.9M | 0.17% | +108,747+95.1% | Added |
| Mirae Asset Securities (USA) Inc. | 236,621 | $76.2M | 3.34% | −199,503−45.7% | Reduced |
| State Board of Administration of Florida Retirement System | 241,215 | $77.7M | 0.14% | +1,189+0.5% | Added |
| Ossiam | 247,410 | $79.7M | 1.03% | +63,008+34.2% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 261,847 | $84.4M | 0.06% | +28,880+12.4% | Added |
| HSBC Holdings PLC | 264,217 | $84.6M | 0.05% | −44,339−14.4% | Reduced |
| Voloridge Investment Management, LLC | 266,550 | $85.9M | 0.29% | −153,171−36.5% | Reduced |
| New York State Common Retirement Fund | 282,150 | $90.9M | 0.12% | +700+0.2% | Added |
| ProShare Advisors LLC | 286,776 | $92.4M | 0.19% | −59,686−17.2% | Reduced |
| PEAK6 LLC | 300,454 | $96.8M | 2.43% | +300,451+10,015,033.3% | Added |
| Rhumbline Advisers | 313,565 | $101.0M | 0.08% | +43,509+16.1% | Added |
| Susquehanna International Group, LLP | 318,176 | $102.5M | 0.15% | +71,456+29.0% | Added |
| LMR Partners LLP | 333,116 | $107.3M | 1.39% | +241,434+263.3% | Added |
| Citigroup Inc | 344,281 | $110.9M | 0.08% | +62,000+22.0% | Added |
| Wells Fargo & Company | 346,644 | $111.7M | 0.02% | −375,139−52.0% | Reduced |
| Canada Pension Plan Investment Board | 393,322 | $126.7M | 0.09% | +393,322 | New |
| California State Teachers Retirement System | 411,981 | $132.7M | 0.14% | +24,071+6.2% | Added |
| First Trust Advisors LP | 412,637 | $133.0M | 0.10% | +63,906+18.3% | Added |
| California Public Employees Retirement System | 448,157 | $144.4M | 0.09% | +37,561+9.1% | Added |
| Hudson Bay Capital Management LP | 457,611 | $147.4M | 0.90% | −733,747−61.6% | Reduced |
| Price T Rowe Associates Inc | 470,590 | $151.6M | 0.02% | −1,129,526−70.6% | Reduced |
| Nuveen, LLC | 477,925 | $154.0M | 0.04% | +22,590+5.0% | Added |
| Bank of America Corp | 493,083 | $158.9M | 0.01% | −232,779−32.1% | Reduced |
| National Pension Service | 511,640 | $164.9M | 0.13% | +4,547+0.9% | Added |
| Natixis | 591,017 | $190.4M | 1.02% | −124,581−17.4% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 623,981 | $201.1M | 0.12% | +35,443+6.0% | Added |
| LPL Financial LLC | 643,558 | $207.4M | 0.06% | −7,645−1.2% | Reduced |
| Barclays PLC | 706,808 | $227.7M | 0.08% | +205,275+40.9% | Added |
| Swiss National Bank | 752,500 | $242.5M | 0.14% | +3,200+0.4% | Added |
| Toroso Investments, LLC | 771,465 | $248.6M | 1.06% | +351,619+83.7% | Added |
| Deutsche Bank AG | 838,431 | $270.2M | 0.09% | +179,706+27.3% | Added |
| Bank of New York Mellon Corp | 923,265 | $297.5M | 0.05% | +14,823+1.6% | Added |
| Amundi | 1,011,362 | $363.8M | 0.12% | −772,620−43.3% | Reduced |
| Charles Schwab Investment Management Inc | 1,179,156 | $379.9M | 0.06% | +112,185+10.5% | Added |
| UBS Asset Management Americas Inc | 1,251,234 | $403.2M | 0.09% | −84,795−6.3% | Reduced |
| Legal & General Group Plc | 1,255,770 | $404.6M | 0.09% | +87,333+7.5% | Added |
| Capital World Investors | 1,279,132 | $412.1M | 0.06% | +224,773+21.3% | Added |
| Bank of Montreal | 1,298,181 | $418.3M | 0.18% | +377,828+41.1% | Added |
| Weiss Asset Management LP | 1,388,564 | $447.4M | 6.39% | −820,315−37.1% | Reduced |
| FMR LLC | 1,492,625 | $480.9M | 0.03% | −569,732−27.6% | Reduced |
| Harvest Portfolios Group Inc. | 1,550,520 | $499.6M | 9.22% | +842,480+119.0% | Added |
| Royal Bank of Canada | 1,565,481 | $504.4M | 0.09% | +1,376,824+729.8% | Added |
| Northern Trust Corp | 1,570,323 | $506.0M | 0.06% | +82,248+5.5% | Added |
| Invesco Ltd. | 1,593,085 | $513.3M | 0.08% | +194,987+13.9% | Added |
| Capula Management Ltd | 1,756,048 | $565.8M | 4.21% | +1,755,481+309,608.6% | Added |
| National Bank of Canada | 2,044,804 | $658.9M | 0.74% | +1,476,858+260.0% | Added |
| Marex Group plc | 2,082,849 | $671.2M | 8.31% | +202,704+10.8% | Added |
| Goldman Sachs Group Inc | 2,092,268 | $674.1M | 0.10% | +1,300,403+164.2% | Added |
| JPMorgan Chase & Co | 2,375,683 | $765.5M | 0.05% | −772,453−24.5% | Reduced |
| UBS Group AG | 2,522,401 | $812.7M | 0.16% | +987,718+64.4% | Added |
| Geode Capital Management, LLC | 3,736,156 | $1.20B | 0.08% | +214,492+6.1% | Added |
| Cantor Fitzgerald, L. P. | 4,009,492 | $1.29B | 25.34% | −406,238−9.2% | Reduced |
| Capital Research Global Investors | 4,205,258 | $1.35B | 0.25% | +1,057,804+33.6% | Added |
| Clear Street Group Inc. | 4,777,997 | $1.54B | 7.49% | +4,777,997 | New |
| State Street Corp | 5,989,048 | $1.93B | 0.07% | +504,479+9.2% | Added |
| Morgan Stanley | 8,416,982 | $2.71B | 0.16% | −778,275−8.5% | Reduced |
| BlackRock, Inc. | 14,656,166 | $4.72B | 0.08% | +466,478+3.3% | Added |
| Capital International Investors | 15,014,295 | $4.84B | 0.78% | +383,207+2.6% | Added |
| Vanguard Group Inc | 19,884,275 | $6.41B | 0.10% | +1,344,519+7.3% | Added |
| Jain Global LLC | 0 | $0 | 0.00% | −134,916−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −124,551−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −93,273−100.0% | Sold out |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −92,997−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −77,034−100.0% | Sold out |
| Sassicaia Capital Advisers LLC | 0 | $0 | 0.00% | −64,410−100.0% | Sold out |
| Zurich Insurance Group Ltd | 0 | $0 | 0.00% | −56,885−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −53,823−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −44,622−100.0% | Sold out |
| AXA S.A. | 0 | $0 | 0.00% | −40,266−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −34,766−100.0% | Sold out |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0 | $0 | 0.00% | −18,606−100.0% | Sold out |
| Financial Advocates Investment Management | 0 | $0 | 0.00% | −13,011−100.0% | Sold out |