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 |
|---|---|---|---|---|---|
| Avion Wealth | 51 | $16.0K | 0.00% | −4−7.3% | Reduced |
| Dogwood Wealth Management LLC | 50 | $16.1K | 0.01% | −186−78.8% | Reduced |
| HM Payson & Co | 50 | $16.1K | 0.00% | 00.0% | Unchanged |
| Trust Co | 50 | $16.1K | 0.00% | 00.0% | Unchanged |
| Bank of New Hampshire | 50 | $16.1K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 50 | $16.1K | 0.01% | 00.0% | Unchanged |
| City State Bank | 55 | $17.7K | 0.01% | 00.0% | Unchanged |
| Asset Dedication, LLC | 57 | $18.4K | 0.00% | +5+9.6% | Added |
| FWL Investment Management, LLC | 58 | $18.7K | 0.00% | −1,529−96.3% | Reduced |
| Berbice Capital Management LLC | 60 | $19.3K | 0.01% | +10+20.0% | Added |
| Sound Income Strategies, LLC | 62 | $19.9K | 0.00% | +42+210.0% | Added |
| Highline Wealth Partners LLC | 63 | $20.3K | 0.01% | +5+8.6% | Added |
| Magnetar Financial LLC | 64 | $20.6K | 0.00% | −1,017−94.1% | Reduced |
| Quadrant Capital Group LLC | 67 | $21.6K | 0.00% | +67 | New |
| Medallion Wealth Advisors, LLC | 74 | $23.8K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Advisors | 80 | $25.8K | 0.00% | 00.0% | Unchanged |
| First PREMIER Bank | 84 | $27.0K | 0.01% | 00.0% | Unchanged |
| Avalon Trust Co | 85 | $27.4K | 0.00% | +35+70.0% | Added |
| UMA Financial Services, Inc. | 86 | $27.5K | 0.00% | +34+65.4% | Added |
| Game Plan Financial Advisors, LLC | 88 | $28.4K | 0.01% | 00.0% | Unchanged |
| Binnacle Investments Inc | 89 | $28.7K | 0.02% | +6+7.2% | Added |
| MV Capital Management, Inc. | 92 | $29.6K | 0.00% | −9−8.9% | Reduced |
| Armstrong Advisory Group, Inc | 95 | $30.6K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 100 | $32.2K | 0.00% | −705−87.6% | Reduced |
| Pilgrim Partners Asia Pte Ltd | 100 | $32.2K | 0.01% | +100 | New |
| Private Wealth Management Group, LLC | 101 | $32.5K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 102 | $32.9K | 0.00% | +102 | New |
| Horrell Capital Management, Inc. | 103 | $33.2K | 0.01% | −5−4.6% | Reduced |
| Federated Hermes, Inc. | 105 | $33.8K | 0.00% | −874−89.3% | Reduced |
| Cheviot Value Management, LLC | 120 | $34.2K | 0.00% | +120 | New |
| Financial Freedom, LLC | 115 | $37.1K | 0.02% | +115 | New |
| AllSquare Wealth Management LLC | 116 | $37.4K | 0.02% | +16+16.0% | Added |
| SJS Investment Consulting Inc. | 117 | $37.7K | 0.01% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 117 | $37.7K | 0.01% | +36+44.4% | Added |
| Hantz Financial Services, Inc. | 118 | $38.0K | 0.00% | −160−57.6% | Reduced |
| Salomon & Ludwin, LLC | 110 | $38.7K | 0.00% | +110 | New |
| IAG Wealth Partners, LLC | 122 | $39.3K | 0.00% | +35+40.2% | Added |
| Catalyst Capital Advisors LLC | 123 | $39.6K | 0.00% | −25−16.9% | Reduced |
| Quarry LP | 125 | $40.3K | 0.01% | −106−45.9% | Reduced |
| Umb Bank N A | 125 | $40.3K | 0.00% | +25+25.0% | Added |
| ORG Partners LLC | 126 | $40.6K | 0.01% | −10−7.4% | Reduced |
| Covestor Ltd | 125 | $41.0K | 0.02% | +13+11.6% | Added |
| Nemes Rush Group LLC | 136 | $43.8K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 137 | $44.0K | 0.00% | +107+356.7% | Added |
| Wealth Watch Advisors, INC | 137 | $44.1K | 0.02% | +137 | New |
| Arlington Trust Co LLC | 141 | $45.4K | 0.01% | −8−5.4% | Reduced |
| Indiana Trust & Investment Management CO | 150 | $48.3K | 0.01% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 150 | $48.3K | 0.00% | +47+45.6% | Added |
| HighMark Wealth Management LLC | 160 | $51.6K | 0.02% | −55−25.6% | Reduced |
| Hopwood Financial Services, Inc. | 160 | $51.6K | 0.03% | 00.0% | Unchanged |
| Tripletail Wealth Management, LLC | 150 | $53.0K | 0.06% | +150 | New |
| Vermillion Wealth Management, Inc. | 165 | $53.2K | 0.01% | +65+65.0% | Added |
| Activest Wealth Management | 172 | $55.4K | 0.01% | +1+0.6% | Added |
| DAGCO, Inc. | 172 | $55.4K | 0.01% | −65−27.4% | Reduced |
| Quintet Private Bank (Europe) S.A. | 175 | $56.4K | 0.00% | +175 | New |
| St Germain D J Co Inc | 177 | $57.0K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 185 | $59.6K | 0.00% | +5+2.8% | Added |
| Manchester Capital Management LLC | 187 | $60.3K | 0.01% | +187 | New |
| Global Wealth Strategies & Associates | 189 | $60.9K | 0.02% | −4−2.1% | Reduced |
| Darwin Advisors, LLC | 190 | $61.2K | 0.02% | 00.0% | Unchanged |
| Grove Bank & Trust | 190 | $61.2K | 0.01% | −21−10.0% | Reduced |
| TFC Financial Management | 190 | $61.2K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 198 | $63.8K | 0.01% | −21−9.6% | Reduced |
| Costello Asset Management, INC | 200 | $64.4K | 0.02% | 00.0% | Unchanged |
| Fairman Group, LLC | 200 | $64.4K | 0.05% | 00.0% | Unchanged |
| Private Trust Co NA | 201 | $64.8K | 0.01% | −586−74.5% | Reduced |
| Pathway Financial Advisers, LLC | 201 | $64.8K | 0.02% | +201 | New |
| Quaker Wealth Management, LLC | 202 | $65.1K | 0.02% | −2−1.0% | Reduced |
| Stonehage Fleming Financial Services Holdings Ltd | 210 | $67.7K | 0.00% | +50+31.3% | Added |
| Glen Eagle Advisors, LLC | 218 | $70.2K | 0.01% | +7+3.3% | Added |
| E Fund Management (Hong Kong) Co., Ltd. | 235 | $75.7K | 0.05% | +117+99.2% | Added |
| Burkett Financial Services, LLC | 250 | $80.6K | 0.03% | 00.0% | Unchanged |
| Dudley Capital Management, LLC | 260 | $83.8K | 0.04% | +260 | New |
| Dunhill Financial, LLC | 275 | $88.6K | 0.02% | +147+114.8% | Added |
| Lake Street Financial LLC | 288 | $92.8K | 0.01% | +288 | New |
| North Star Investment Management Corp. | 300 | $96.7K | 0.01% | −10−3.2% | Reduced |
| Westside Investment Management, Inc. | 301 | $98.4K | 0.02% | +54+21.9% | Added |
| Compagnie Lombard Odier SCmA | 315 | $101.5K | 0.00% | −149−32.1% | Reduced |
| Pacific Center for Financial Services | 330 | $106.3K | 0.03% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 341 | $109.9K | 0.02% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 345 | $111.2K | 0.03% | +345 | New |
| First Horizon Corp | 348 | $112.1K | 0.01% | +348 | New |
| Vestor Capital, LLC | 354 | $114.0K | 0.01% | −891−71.6% | Reduced |
| Ancora Advisors, LLC | 360 | $116.1K | 0.00% | +100+38.5% | Added |
| Bogart Wealth, LLC | 369 | $118.9K | 0.00% | +116+45.8% | Added |
| Capital Advisors, Ltd. LLC | 382 | $123.0K | 0.01% | −10−2.6% | Reduced |
| S.A. Mason LLC | 392 | $126.3K | 0.06% | 00.0% | Unchanged |
| CX Institutional | 395 | $127.0K | 0.00% | +113+40.1% | Added |
| Optimum Investment Advisors | 410 | $132.1K | 0.05% | +100+32.3% | Added |
| Evermay Wealth Management LLC | 427 | $137.6K | 0.02% | −142−25.0% | Reduced |
| Caitlin John, LLC | 434 | $139.8K | 0.10% | +434 | New |
| Moisand Fitzgerald Tamayo, LLC | 441 | $142.1K | 0.02% | +219+98.6% | Added |
| Strategic Wealth Partners, Ltd. | 451 | $145.3K | 0.01% | −413−47.8% | Reduced |
| REAP Financial Group, LLC | 451 | $145.3K | 0.03% | +141+45.5% | Added |
| Webster Bank, N. A. | 460 | $148.2K | 0.01% | −60−11.5% | Reduced |
| Huntington National Bank | 464 | $149.5K | 0.00% | −372−44.5% | Reduced |
| Versant Capital Management, Inc | 493 | $158.8K | 0.02% | −44−8.2% | Reduced |
| Weaver Capital Management LLC | 500 | $161.1K | 0.04% | −1,700−77.3% | Reduced |
| TD Waterhouse Canada Inc. | 490 | $165.8K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 539 | $173.7K | 0.01% | +452+519.5% | Added |