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 |
|---|---|---|---|---|---|
| Ashton Thomas Private Wealth, LLC | 938 | $302.2K | 0.01% | +265+39.4% | Added |
| Optimize Financial Inc | 944 | $304.2K | 0.16% | +944 | New |
| Bridgewealth Advisory Group, LLC | 950 | $306.1K | 0.07% | −65−6.4% | Reduced |
| Allspring Global Investments Holdings, LLC | 916 | $310.0K | 0.00% | −70−7.1% | Reduced |
| Principle Wealth Partners LLC | 967 | $311.7K | 0.02% | −2−0.2% | Reduced |
| Insight Advisors, LLC | 970 | $312.5K | 0.05% | 00.0% | Unchanged |
| Fidelis Capital Partners, LLC | 973 | $313.5K | 0.02% | +61+6.7% | Added |
| Palisades Hudson Asset Management, L.P. | 979 | $315.0K | 0.11% | −31−3.1% | Reduced |
| Precision Wealth Strategies, LLC | 978 | $315.1K | 0.10% | +171+21.2% | Added |
| Ostrum Asset Management | 984 | $317.1K | 0.01% | −30−3.0% | Reduced |
| Boothbay Fund Management, LLC | 984 | $317.1K | 0.01% | +984 | New |
| Moloney Securities Asset Management, LLC | 987 | $318.0K | 0.04% | −347−26.0% | Reduced |
| Flagship Harbor Advisors, LLC | 997 | $321.2K | 0.01% | −301−23.2% | Reduced |
| GAMMA Investing LLC | 998 | $321.6K | 0.02% | −45−4.3% | Reduced |
| Nkcfo LLC | 1,000 | $322.0K | 0.10% | +1,000 | New |
| Polymer Capital Management (HK) LTD | 1,000 | $322.2K | 0.04% | −50−4.8% | Reduced |
| Shoker Investment Counsel, Inc. | 1,000 | $322.2K | 0.10% | −24−2.3% | Reduced |
| Sanders Morris Harris LLC | 1,000 | $322.2K | 0.04% | 00.0% | Unchanged |
| Warberg Asset Management LLC | 1,000 | $322.2K | 0.09% | +1,000 | New |
| Bramshill Investments, LLC | 1,000 | $322.2K | 0.02% | +1,000 | New |
| Ewa, LLC | 1,001 | $322.5K | 0.09% | +339+51.2% | Added |
| Black Diamond Financial, LLC | 1,013 | $326.4K | 0.04% | 00.0% | Unchanged |
| BCS Wealth Management | 1,015 | $327.0K | 0.07% | −57−5.3% | Reduced |
| Retirement Income Solutions, Inc | 1,016 | $327.4K | 0.06% | −56−5.2% | Reduced |
| Requisite Capital Management, LLC | 1,020 | $328.7K | 0.06% | +1,020 | New |
| MASTERINVEST Kapitalanlage GmbH | 1,028 | $331.2K | 0.03% | +150+17.1% | Added |
| Rehmann Capital Advisory Group | 1,028 | $331.4K | 0.02% | +20+2.0% | Added |
| Plan Group Financial, LLC | 1,029 | $331.6K | 0.09% | 00.0% | Unchanged |
| Revisor Wealth Management LLC | 1,048 | $335.7K | 0.12% | +85+8.8% | Added |
| GK Wealth Management LLC | 1,043 | $336.1K | 0.25% | +133+14.6% | Added |
| Crew Capital Management, Ltd. | 1,049 | $338.0K | 0.23% | −231−18.0% | Reduced |
| Regions Financial Corp | 1,062 | $342.2K | 0.00% | +92+9.5% | Added |
| Skopos Labs, Inc. | 903 | $346.6K | 0.05% | −61−6.3% | Reduced |
| Quest Partners LLC | 1,077 | $347.0K | 0.02% | +955+782.8% | Added |
| HBW Advisory Services LLC | 1,078 | $347.3K | 0.04% | +36+3.5% | Added |
| Glass Jacobson Investment Advisors llc | 1,079 | $347.7K | 0.13% | 00.0% | Unchanged |
| Calton & Associates, Inc. | 1,090 | $351.2K | 0.05% | +25+2.3% | Added |
| Wise Wealth Partners | 1,096 | $353.3K | 0.54% | +27+2.5% | Added |
| Solstein Capital, LLC | 1,098 | $353.8K | 0.16% | +1,098 | New |
| Prasad Wealth Partners, LLC | 1,101 | $354.7K | 0.10% | +1,101 | New |
| Assetmark, Inc | 1,106 | $356.4K | 0.00% | −122−9.9% | Reduced |
| Tactive Advisors, LLC | 1,106 | $356.5K | 0.10% | −342−23.6% | Reduced |
| Paragon Capital Management Inc | 1,110 | $357.7K | 0.27% | −31−2.7% | Reduced |
| Regatta Capital Group, LLC | 1,117 | $359.9K | 0.06% | +5+0.4% | Added |
| GPS Wealth Strategies Group, LLC | 1,120 | $360.9K | 0.04% | −43−3.7% | Reduced |
| GR Financial Group, LLC | 1,121 | $361.3K | 0.08% | +1,121 | New |
| Prosperity Wealth Management, Inc. | 1,125 | $362.5K | 0.12% | +283+33.6% | Added |
| Panoramic Investment Advisors, LLC | 1,134 | $365.4K | 0.21% | +4+0.4% | Added |
| Arlington Capital Management, Inc. | 1,135 | $365.7K | 0.23% | 00.0% | Unchanged |
| ABN AMRO Bank N.V. | 1,139 | $365.8K | 0.00% | +1,139 | New |
| Presidio Capital Management, LLC | 1,144 | $368.6K | 0.13% | −297−20.6% | Reduced |
| Gerber Kawasaki Wealth & Investment Management | 1,155 | $372.2K | 0.01% | +9+0.8% | Added |
| West Family Investments, Inc. | 1,162 | $374.4K | 0.08% | +188+19.3% | Added |
| Smartleaf Asset Management LLC | 1,172 | $382.8K | 0.02% | +589+101.0% | Added |
| Abound Wealth Management | 1,189 | $382.9K | 0.10% | +30+2.6% | Added |
| NewEdge Wealth, LLC | 1,503 | $383.3K | 0.01% | +98+7.0% | Added |
| Rakuten Investment Management, Inc. | 2,122 | $383.4K | 0.00% | +2,122 | New |
| Beese Fulmer Investment Management, Inc. | 1,195 | $385.0K | 0.03% | −17−1.4% | Reduced |
| Powell Investment Advisors, LLC | 1,197 | $385.7K | 0.13% | −62−4.9% | Reduced |
| Evelyn Partners Investment Management (Europe) Ltd | 1,200 | $386.7K | 0.13% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 1,203 | $387.6K | 0.28% | +412+52.1% | Added |
| Marshall Wace, LLP | 1,203 | $387.6K | 0.00% | +1,203 | New |
| Abundance Wealth Counselors | 1,205 | $388.3K | 0.07% | +3+0.2% | Added |
| TD Private Client Wealth LLC | 1,210 | $389.9K | 0.01% | +1,189+5,661.9% | Added |
| Daymark Wealth Partners, LLC | 1,211 | $390.3K | 0.01% | −27−2.2% | Reduced |
| Savant Capital, LLC | 1,215 | $391.5K | 0.00% | −60−4.7% | Reduced |
| L2 Asset Management, LLC | 1,218 | $392.5K | 0.06% | +101+9.0% | Added |
| TCFG Wealth Management, LLC | 1,221 | $394.2K | 0.15% | +50+4.3% | Added |
| Graham Capital Management, L.P. | 1,235 | $397.9K | 0.01% | −4,845−79.7% | Reduced |
| Walkner Condon Financial Advisors LLC | 1,238 | $398.9K | 0.06% | +373+43.1% | Added |
| Sapient Capital LLC | 1,229 | $401.2K | 0.01% | −1,282−51.1% | Reduced |
| MRP Capital Investments, LLC | 1,000 | $404.2K | 0.35% | −150−13.0% | Reduced |
| Redwood Wealth Management Group, LLC | 1,260 | $406.0K | 0.17% | −295−19.0% | Reduced |
| Atria Investments LLC | 1,263 | $407.0K | 0.00% | +293+30.2% | Added |
| Rossby Financial, LCC | 1,203 | $407.0K | 0.14% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 1,264 | $407.2K | 0.00% | −1,025−44.8% | Reduced |
| Brighton Jones LLC | 1,269 | $408.8K | 0.01% | +59+4.9% | Added |
| Friday Financial | 1,290 | $415.7K | 0.17% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 1,121 | $418.5K | 0.03% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 1,301 | $419.2K | 0.01% | −45−3.3% | Reduced |
| Pinebridge Investments, L.P. | 1,329 | $428.2K | 0.00% | −74−5.3% | Reduced |
| Wealth Management Partners, LLC | 1,340 | $431.8K | 0.14% | −765−36.3% | Reduced |
| Penserra Capital Management LLC | 1,348 | $434.0K | 0.01% | +15+1.1% | Added |
| Sunbelt Securities, Inc. | 1,349 | $434.7K | 0.03% | +915+210.8% | Added |
| Doliver Advisors, LP | 1,350 | $435.0K | 0.11% | −105−7.2% | Reduced |
| Old Mission Investment Co LLC | 1,357 | $437.2K | 0.11% | −233−14.7% | Reduced |
| Alta Advisers Ltd | 1,385 | $446.3K | 0.14% | +275+24.8% | Added |
| Vista Finance, LLC | 1,388 | $447.2K | 0.30% | +355+34.4% | Added |
| Strategic Blueprint, LLC | 1,391 | $448.2K | 0.02% | −37−2.6% | Reduced |
| Frank, Rimerman Advisors LLC | 1,392 | $448.5K | 0.03% | −984−41.4% | Reduced |
| IFG Advisory, LLC | 1,416 | $456.3K | 0.02% | +80+6.0% | Added |
| Diversify Advisory Services, LLC | 1,730 | $457.9K | 0.02% | +970+127.6% | Added |
| Phoenix Holdings Ltd. | 1,446 | $464.8K | 0.01% | +398+38.0% | Added |
| Wealth Alliance Advisory Group, LLC | 1,450 | $467.2K | 0.08% | 00.0% | Unchanged |
| Flaharty Asset Management, LLC | 1,455 | $468.8K | 0.06% | +1,455 | New |
| Aventura Private Wealth, LLC | 1,474 | $474.9K | 0.18% | −1−0.1% | Reduced |
| GLOBALT Investments LLC | 1,477 | $475.9K | 0.02% | −8−0.5% | Reduced |
| Chung Wu Investment Group, LLC | 1,490 | $480.1K | 0.40% | −145−8.9% | Reduced |
| Premier Path Wealth Partners, LLC | 1,496 | $482.0K | 0.06% | +339+29.3% | Added |
| Berkeley Capital Partners, LLC | 1,505 | $484.9K | 0.11% | +124+9.0% | Added |