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 |
|---|---|---|---|---|---|
| Innovative Advisory Group, LLC | 1,507 | $485.6K | 0.32% | −15−1.0% | Reduced |
| Sterling Capital Management LLC | 1,518 | $489.1K | 0.01% | +46+3.1% | Added |
| Westmount Partners, LLC | 1,470 | $497.5K | 0.13% | +891+153.9% | Added |
| Calamos Wealth Management LLC | 1,547 | $498.5K | 0.02% | +1,547 | New |
| Portside Wealth Group, LLC | 1,552 | $500.1K | 0.07% | +106+7.3% | Added |
| Avantax Planning Partners, Inc. | 1,559 | $502.3K | 0.01% | +353+29.3% | Added |
| Hollencrest Capital Management | 1,562 | $503.3K | 0.02% | −948−37.8% | Reduced |
| Alpine Global Management, LLC | 1,570 | $505.9K | 0.10% | −71−4.3% | Reduced |
| Unique Wealth, LLC | 1,574 | $507.2K | 0.07% | −81−4.9% | Reduced |
| Citrine Capital LLC | 1,579 | $508.8K | 0.24% | −378−19.3% | Reduced |
| One Capital Management, LLC | 1,581 | $509.4K | 0.02% | 00.0% | Unchanged |
| Red Door Wealth Management, LLC | 1,585 | $510.7K | 0.05% | +17+1.1% | Added |
| Veracity Capital LLC | 1,586 | $510.9K | 0.16% | +224+16.4% | Added |
| Moneta Group Investment Advisors LLC | 1,590 | $512.4K | 0.00% | +191+13.7% | Added |
| Mutual Advisors, LLC | 1,804 | $513.9K | 0.01% | +454+33.6% | Added |
| Milestone Asset Management, LLC | 1,596 | $514.2K | 0.10% | −845−34.6% | Reduced |
| Consolidated Capital Management, LLC | 1,600 | $515.5K | 0.18% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 1,600 | $515.5K | 0.22% | 00.0% | Unchanged |
| Groupe la Francaise | 1,860 | $516.9K | 0.01% | +1,860 | New |
| Dillon & Associates Inc | 1,605 | $517.0K | 0.07% | +135+9.2% | Added |
| Certior Financial Group, LLC | 1,605 | $517.1K | 0.35% | −1−0.1% | Reduced |
| Crosspoint Financial, LLC | 1,606 | $517.5K | 1.27% | 00.0% | Unchanged |
| Centurion Wealth Management LLC | 1,615 | $520.4K | 0.12% | 00.0% | Unchanged |
| Oakwell Private Wealth Management, LLC | 1,618 | $521.3K | 0.10% | +1,618 | New |
| Altus Wealth Group LLC | 1,624 | $523.3K | 0.21% | −1−0.1% | Reduced |
| Fiduciary Planning LLC | 1,626 | $523.9K | 0.16% | +20+1.2% | Added |
| Resources Investment Advisors, LLC. | 1,640 | $528.4K | 0.01% | +830+102.5% | Added |
| Envestnet Portfolio Solutions, Inc. | 1,661 | $535.2K | 0.00% | +897+117.4% | Added |
| SummitTX Capital, L.P. | 1,680 | $541.3K | 0.02% | +280+20.0% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,700 | $547.6K | 0.02% | +500+41.7% | Added |
| TSFG, LLC | 1,708 | $550.0K | 0.09% | +132+8.4% | Added |
| MJP Associates Inc | 1,723 | $555.2K | 0.07% | +9+0.5% | Added |
| McAdam, LLC | 1,725 | $555.8K | 0.03% | +423+32.5% | Added |
| Sagespring Wealth Partners, LLC | 1,738 | $560.0K | 0.01% | −244−12.3% | Reduced |
| Mill Creek Capital Advisors, LLC | 1,748 | $563.2K | 0.01% | +48+2.8% | Added |
| First Financial Bankshares Inc | 1,754 | $565.2K | 0.01% | 00.0% | Unchanged |
| Guardian Wealth Advisors, LLC | 1,754 | $565.2K | 0.04% | −18−1.0% | Reduced |
| Diligent Investors, LLC | 1,757 | $566.1K | 0.14% | −1,110−38.7% | Reduced |
| Koshinski Asset Management, Inc. | 1,761 | $567.4K | 0.04% | +13+0.7% | Added |
| BCJ Capital Management, LLC | 1,763 | $568.1K | 0.03% | −266−13.1% | Reduced |
| Brown Advisory Inc | 1,764 | $568.4K | 0.00% | −3,641−67.4% | Reduced |
| Custom Index Systems, LLC | 1,767 | $569.3K | 0.17% | +617+53.7% | Added |
| Smith, Moore & Co. | 1,768 | $569.7K | 0.04% | +37+2.1% | Added |
| Chicago Trust Co NA | 1,772 | $571.0K | 0.08% | −327−15.6% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1,774 | $571.6K | 0.01% | −426−19.4% | Reduced |
| Ci Investments Inc. | 1,786 | $575.0K | 0.00% | +265+17.4% | Added |
| Bulltick Wealth Management, LLC | 1,788 | $576.1K | 0.14% | +25+1.4% | Added |
| Tanager Wealth Management LLP | 1,789 | $576.4K | 0.06% | +118+7.1% | Added |
| CWA Asset Management Group, LLC | 1,794 | $578.0K | 0.02% | +44+2.5% | Added |
| Stonehearth Capital Management, LLC | 1,797 | $579.0K | 0.22% | −409−18.5% | Reduced |
| Evanson Asset Management, LLC | 1,803 | $580.8K | 0.03% | 00.0% | Unchanged |
| Claro Advisors LLC | 1,808 | $582.6K | 0.09% | −236−11.5% | Reduced |
| Norden Group LLC | 1,825 | $588.0K | 0.06% | +573+45.8% | Added |
| Clear Creek Financial Management, LLC | 1,829 | $589.3K | 0.05% | +354+24.0% | Added |
| Los Angeles Capital Management LLC | 1,849 | $595.8K | 0.00% | +585+46.3% | Added |
| First Heartland Consultants, Inc. | 1,855 | $597.7K | 0.05% | +577+45.1% | Added |
| Schonfeld Strategic Advisors LLC | 1,865 | $600.9K | 0.00% | −69,308−97.4% | Reduced |
| Mountain Capital Investment Advisors, Inc | 1,785 | $604.1K | 0.11% | +543+43.7% | Added |
| Andina Capital Management, LLC | 1,875 | $604.1K | 0.34% | +1,182+170.6% | Added |
| Lodestar Private Asset Management LLC | 1,888 | $608.3K | 0.06% | +18+1.0% | Added |
| LBMC Investment Advisors, LLC | 1,891 | $609.3K | 0.04% | +1,891 | New |
| Souders Financial Advisors | 1,895 | $610.6K | 0.07% | −92−4.6% | Reduced |
| Discipline Wealth Solutions, LLC | 1,896 | $611.0K | 0.16% | +653+52.5% | Added |
| Prakash Investment Advisors LLC | 1,900 | $612.2K | 0.44% | +1,900 | New |
| Wetherby Asset Management Inc | 1,902 | $612.8K | 0.03% | −135−6.6% | Reduced |
| Riverview Capital Advisers, LLC | 1,908 | $614.8K | 0.18% | 00.0% | Unchanged |
| Aaron Wealth Advisors | 1,910 | $615.4K | 0.04% | +794+71.1% | Added |
| Atomi Financial Group, Inc. | 1,918 | $618.0K | 0.02% | −332−14.8% | Reduced |
| Copperleaf Capital, LLC | 1,942 | $625.7K | 0.30% | +1,942 | New |
| Wolverine Trading, LLC | 1,934 | $631.3K | 0.01% | −80,999−97.7% | Reduced |
| San Luis Wealth Advisors LLC | 1,960 | $631.5K | 0.11% | −718−26.8% | Reduced |
| Evergreen Capital Management LLC | 1,963 | $632.5K | 0.02% | −326−14.2% | Reduced |
| Royal Fund Management, LLC | 1,969 | $634.4K | 0.08% | −1,623−45.2% | Reduced |
| Clearstead Advisors, LLC | 1,980 | $638.0K | 0.01% | −95−4.6% | Reduced |
| Nicholas Investment Partners, LP | 1,997 | $643.5K | 0.05% | 00.0% | Unchanged |
| American Asset Management Inc. | 2,000 | $644.4K | 0.58% | 00.0% | Unchanged |
| LongView Wealth Management | 2,000 | $644.4K | 0.17% | 00.0% | Unchanged |
| Frisch Financial Group, Inc. | 2,000 | $644.4K | 0.15% | 00.0% | Unchanged |
| Hoey Investments, Inc | 2,000 | $644.4K | 0.09% | +350+21.2% | Added |
| Ionic Capital Management LLC | 2,002 | $645.1K | 0.72% | +1,070+114.8% | Added |
| Oak Thistle LLC | 2,040 | $657.3K | 0.10% | −646−24.1% | Reduced |
| Crossmark Global Holdings, Inc. | 2,058 | $663.1K | 0.01% | +136+7.1% | Added |
| Krilogy Financial LLC | 2,609 | $665.3K | 0.02% | +2,609 | New |
| Picton Mahoney Asset Management | 2,069 | $666.0K | 0.01% | +2,069 | New |
| We Are One Seven, LLC | 2,070 | $667.0K | 0.02% | +811+64.4% | Added |
| Mesirow Financial Investment Management, Inc. | 2,073 | $667.9K | 0.01% | +73+3.7% | Added |
| Grimes & Company, Inc. | 2,082 | $670.7K | 0.02% | +1,505+260.8% | Added |
| Patient Capital Management, LLC | 2,092 | $674.4K | 0.03% | +2,092 | New |
| Empower Advisory Group, LLC | 2,094 | $674.7K | 0.00% | −84−3.9% | Reduced |
| Principal Securities, Inc. | 2,095 | $675.0K | 0.01% | +438+26.4% | Added |
| Texas Capital Bank Wealth Management Services Inc | 2,097 | $675.7K | 0.06% | +404+23.9% | Added |
| Sig Brokerage, LP | 2,101 | $677.0K | 0.17% | +2,101 | New |
| Advisor OS, LLC | 2,155 | $694.4K | 0.06% | +23+1.1% | Added |
| Greenleaf Trust | 2,157 | $695.0K | 0.01% | −2,639−55.0% | Reduced |
| NorthCrest Asset Manangement, LLC | 2,128 | $698.9K | 0.02% | +31+1.5% | Added |
| Great Valley Advisor Group, Inc. | 2,169 | $699.0K | 0.01% | +49+2.3% | Added |
| Wick Capital Partners, LLC | 2,171 | $699.5K | 0.17% | −6,002−73.4% | Reduced |
| Capital Advisors Inc | 2,176 | $701.1K | 0.01% | −172−7.3% | Reduced |
| Coldstream Capital Management Inc | 2,199 | $708.4K | 0.01% | +462+26.6% | Added |
| D.A. Davidson & Co. | 2,213 | $713.1K | 0.00% | −10−0.4% | Reduced |