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 |
|---|---|---|---|---|---|
| Ronald Blue Trust, Inc. | 542 | $174.5K | 0.00% | −57−9.5% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 545 | $175.6K | 0.04% | +50+10.1% | Added |
| Abich Financial Wealth Management LLC | 560 | $180.4K | 0.06% | +560 | New |
| JTC Employer Solutions Trusteee Ltd | 600 | $193.0K | 0.02% | 00.0% | Unchanged |
| WPG Advisers, LLC | 600 | $193.3K | 0.15% | +11+1.9% | Added |
| Everett Harris & Co | 621 | $200.1K | 0.00% | −11−1.7% | Reduced |
| Howard Financial Services, Ltd. | 621 | $200.1K | 0.02% | +2+0.3% | Added |
| Kercheville Advisors, LLC | 625 | $201.4K | 0.06% | −390−38.4% | Reduced |
| Baker Avenue Asset Management, LP | 626 | $201.6K | 0.00% | +626 | New |
| Atlantic Union Bankshares Corp | 626 | $201.8K | 0.00% | +500+396.8% | Added |
| Howland Capital Management LLC | 630 | $203.0K | 0.01% | −68−9.7% | Reduced |
| Acadian Asset Management LLC | 635 | $204.0K | 0.00% | +635 | New |
| Floyd Financial Group LLC | 647 | $204.1K | 0.15% | +647 | New |
| Rockingstone Advisors LLC | 635 | $204.6K | 0.10% | −5−0.8% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 638 | $205.6K | 0.01% | +638 | New |
| Diversify Wealth Management, LLC | 786 | $208.0K | 0.01% | −1,682−68.2% | Reduced |
| Caxton Associates LLP | 649 | $209.1K | 0.01% | +649 | New |
| Greenbush Financial Group, LLC | 650 | $209.4K | 0.08% | −1,000−60.6% | Reduced |
| GAM Holding AG | 650 | $209.4K | 0.01% | +50+8.3% | Added |
| Mustard Seed Financial, LLC | 652 | $210.1K | 0.14% | 00.0% | Unchanged |
| BSW Wealth Partners | 652 | $210.1K | 0.03% | +652 | New |
| King Wealth | 654 | $211.0K | 0.03% | 00.0% | Unchanged |
| Ascent Group, LLC | 658 | $212.0K | 0.01% | +658 | New |
| LJI Wealth Management, LLC | 661 | $213.0K | 0.04% | −209−24.0% | Reduced |
| ExodusPoint Capital Management, LP | 661 | $213.0K | 0.00% | −37,792−98.3% | Reduced |
| Sound View Wealth Advisors Group, LLC | 661 | $213.0K | 0.01% | −1−0.2% | Reduced |
| Allen Capital Group, LLC | 662 | $213.3K | 0.02% | +662 | New |
| Harbor Investment Advisory, LLC | 665 | $214.3K | 0.02% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 667 | $214.9K | 0.02% | −579−46.5% | Reduced |
| Creative Financial Designs Inc | 668 | $215.2K | 0.01% | +86+14.8% | Added |
| Kovack Advisors, Inc. | 674 | $217.2K | 0.02% | −68−9.2% | Reduced |
| Atlanta Consulting Group Advisors, LLC | 675 | $217.5K | 0.05% | −75−10.0% | Reduced |
| Nicholson Meyer Capital Management, Inc. | 676 | $218.0K | 0.17% | +26+4.0% | Added |
| Stonebridge Financial Group, LLC | 677 | $218.1K | 0.02% | −620−47.8% | Reduced |
| Beaumont Financial Advisors, LLC | 681 | $219.4K | 0.01% | +37+5.7% | Added |
| Strategic Investment Solutions, Inc. | 684 | $220.4K | 0.06% | +550+410.4% | Added |
| Pinnacle Family Advisors, LLC | 685 | $220.7K | 0.10% | 00.0% | Unchanged |
| Pennington Partners & Co., LLC | 700 | $225.5K | 0.11% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 701 | $225.9K | 0.01% | −1−0.1% | Reduced |
| Montz Harcus Wealth Management LLC | 703 | $226.5K | 0.10% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 768 | $227.9K | 0.01% | +18+2.4% | Added |
| Thoroughbred Financial Services, LLC | 715 | $230.0K | 0.01% | −101−12.4% | Reduced |
| Kure Advisory, LLC | 717 | $231.0K | 0.14% | +9+1.3% | Added |
| AlphaCore Capital LLC | 729 | $234.9K | 0.01% | +492+207.6% | Added |
| Bell & Brown Wealth Advisors, LLC | 729 | $234.9K | 0.08% | +729 | New |
| Falcon Wealth Planning | 731 | $235.5K | 0.02% | +95+14.9% | Added |
| Pure Financial Advisors, Inc. | 738 | $237.9K | 0.00% | +7+1.0% | Added |
| Stelac Advisory Services LLC | 740 | $238.4K | 0.08% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 749 | $241.3K | 0.01% | +40+5.6% | Added |
| WJ Interests, LLC | 750 | $241.7K | 0.10% | 00.0% | Unchanged |
| Primoris Wealth Advisors, LLC | 750 | $241.7K | 0.15% | 00.0% | Unchanged |
| Drive Wealth Management, LLC | 753 | $242.6K | 0.05% | −294−28.1% | Reduced |
| Oxford Financial Group Ltd | 753 | $242.6K | 0.01% | −284−27.4% | Reduced |
| Diversified Trust Co | 755 | $243.3K | 0.00% | +46+6.5% | Added |
| Cardiff Park Advisors, LLC | 764 | $246.2K | 0.02% | +100+15.1% | Added |
| Florida Financial Advisors, LLC | 766 | $246.8K | 0.08% | −1,121−59.4% | Reduced |
| PYA Waltman Capital, LLC | 770 | $248.1K | 0.07% | 00.0% | Unchanged |
| Invst, LLC | 772 | $248.7K | 0.03% | −30−3.7% | Reduced |
| Bernardo Wealth Planning LLC | 774 | $249.4K | 0.05% | +2+0.3% | Added |
| Mirador Capital Partners LP | 776 | $250.0K | 0.04% | 00.0% | Unchanged |
| Fukoku Mutual Life Insurance Co | 792 | $255.2K | 0.02% | +16+2.1% | Added |
| Avidian Wealth Solutions, LLC | 795 | $256.0K | 0.01% | −400−33.5% | Reduced |
| Pitcairn Co | 795 | $256.2K | 0.02% | +159+25.0% | Added |
| Firestone Capital Management | 800 | $257.8K | 0.06% | 00.0% | Unchanged |
| Littlejohn Financial Services, Inc. | 800 | $257.8K | 0.19% | 00.0% | Unchanged |
| YHB Investment Advisors, Inc. | 803 | $258.7K | 0.02% | +15+1.9% | Added |
| Novak & Powell Financial Services, Inc. | 804 | $259.1K | 0.14% | 00.0% | Unchanged |
| Associated Banc-Corp | 805 | $259.4K | 0.01% | 00.0% | Unchanged |
| Quotient Wealth Partners, LLC | 815 | $262.7K | 0.01% | +77+10.4% | Added |
| Fortress Private Ledger, LLC | 816 | $262.9K | 0.10% | +9+1.1% | Added |
| Flow Traders U.S. LLC | 815 | $263.0K | 0.01% | +815 | New |
| Family Management Corp | 820 | $264.2K | 0.04% | −5−0.6% | Reduced |
| Synergy Financial Group, LTD | 820 | $264.2K | 0.18% | 00.0% | Unchanged |
| Alpha Family Trust | 825 | $265.8K | 0.12% | −285−25.7% | Reduced |
| First National Corp | 786 | $266.0K | 0.05% | −214−21.4% | Reduced |
| JFG Wealth Management, LLC | 826 | $266.1K | 0.05% | +26+3.3% | Added |
| NBC Securities, Inc. | 827 | $266.5K | 0.02% | +7+0.9% | Added |
| Power Wealth Management LLC | 827 | $266.5K | 0.10% | 00.0% | Unchanged |
| Duncan Williams Asset Management, LLC | 832 | $268.1K | 0.08% | 00.0% | Unchanged |
| Oder Investment Management, LLC | 837 | $269.7K | 0.19% | 00.0% | Unchanged |
| Exit Wealth Advisors, LLC. | 844 | $271.9K | 0.18% | +844 | New |
| Runnymede Capital Advisors, Inc. | 849 | $273.6K | 0.23% | +91+12.0% | Added |
| Cordatus Wealth Management LLC | 850 | $273.9K | 0.06% | 00.0% | Unchanged |
| Sava Infond d.o.o. | 850 | $273.9K | 0.04% | +180+26.9% | Added |
| Formidable Asset Management, LLC | 4,660 | $274.6K | 0.04% | +3,871+490.6% | Added |
| WealthPlan Investment Management, LLC | 858 | $276.5K | 0.02% | +173+25.3% | Added |
| Nova R Wealth, Inc. | 859 | $276.9K | 0.12% | −14−1.6% | Reduced |
| Abel Hall, LLC | 872 | $281.0K | 0.11% | −30−3.3% | Reduced |
| Triad Wealth Partners, LLC | 881 | $283.9K | 0.04% | +881 | New |
| RWM Asset Management, LLC | 890 | $286.8K | 0.04% | −40−4.3% | Reduced |
| Vestia Personal Wealth Advisors | 893 | $287.7K | 0.17% | −758−45.9% | Reduced |
| Angeles Wealth Management, LLC | 893 | $287.7K | 0.02% | +52+6.2% | Added |
| TRUE Private Wealth Advisors | 894 | $288.4K | 0.03% | −3−0.3% | Reduced |
| Achmea Investment Management B.V. | 901 | $290.0K | 0.00% | −16,824−94.9% | Reduced |
| Resonant Capital Advisors, LLC | 908 | $292.6K | 0.02% | −83−8.4% | Reduced |
| Oxinas Partners Wealth Management LLC | 909 | $292.9K | 0.16% | +380+71.8% | Added |
| World Equity Group, Inc. | 910 | $293.2K | 0.07% | +266+41.3% | Added |
| Financial Perspectives, Inc | 912 | $293.9K | 0.08% | 00.0% | Unchanged |
| Joel Isaacson & Co., LLC | 929 | $299.3K | 0.01% | +22+2.4% | Added |
| Clark Financial Services Group Inc | 934 | $300.9K | 0.16% | +934 | New |