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 |
|---|---|---|---|---|---|
| ING Groep NV | 2,229 | $718.2K | 0.00% | +2,229 | New |
| Wealthedge Investment Advisors, LLC | 2,269 | $731.1K | 0.28% | +2,269 | New |
| Ethos Financial Group, LLC | 2,280 | $734.6K | 0.06% | −256−10.1% | Reduced |
| CoreCap Advisors, LLC | 2,290 | $737.9K | 0.03% | +879+62.3% | Added |
| Key Client Fiduciary Advisors, LLC | 2,297 | $740.1K | 0.25% | +185+8.8% | Added |
| Bokf, NA | 2,323 | $748.5K | 0.01% | −5−0.2% | Reduced |
| BridgePort Financial Solutions, LLC | 2,330 | $750.7K | 0.20% | 00.0% | Unchanged |
| LaSalle St. Investment Advisors, LLC | 2,341 | $754.0K | 0.14% | +2,341 | New |
| Icapital Wealth LLC | 2,400 | $773.3K | 0.42% | +1,009+72.5% | Added |
| Modern Wealth Management, LLC | 2,404 | $774.6K | 0.02% | +1,774+281.6% | Added |
| Institute for Wealth Management, LLC. | 2,427 | $782.0K | 0.08% | +985+68.3% | Added |
| Kiker Wealth Management, LLC | 2,469 | $795.5K | 0.40% | +27+1.1% | Added |
| Plancorp, LLC | 2,478 | $798.4K | 0.03% | −10.0% | Reduced |
| Dimensional Fund Advisors LP | 2,513 | $809.5K | 0.00% | +446+21.6% | Added |
| Everhart Financial Group, Inc. | 2,520 | $812.0K | 0.08% | −42−1.6% | Reduced |
| Johnson Investment Counsel Inc | 2,520 | $812.0K | 0.01% | +1,178+87.8% | Added |
| Venture Visionary Partners LLC | 2,521 | $812.3K | 0.03% | −1,008−28.6% | Reduced |
| National Wealth Management Group, LLC | 2,528 | $814.5K | 0.31% | +2,528 | New |
| NVWM, LLC | 2,536 | $817.1K | 0.18% | −17−0.7% | Reduced |
| Rothschild Investment LLC | 2,554 | $822.9K | 0.05% | +41+1.6% | Added |
| Investment Partners Asset Management, Inc. | 2,559 | $824.5K | 0.54% | 00.0% | Unchanged |
| Cigna Investments Inc | 2,589 | $834.0K | 0.12% | +123+5.0% | Added |
| SeaCrest Wealth Management, LLC | 2,539 | $839.9K | 0.09% | +20+0.8% | Added |
| Rahlfs Capital, LLC | 2,610 | $841.0K | 0.67% | 00.0% | Unchanged |
| Ausdal Financial Partners, Inc. | 2,618 | $843.5K | 0.04% | −49−1.8% | Reduced |
| Canal Capital Management, LLC | 2,651 | $854.2K | 0.13% | +225+9.3% | Added |
| Prospect Financial Services LLC | 2,658 | $856.4K | 0.49% | +1,148+76.0% | Added |
| Trifecta Capital Advisors, LLC | 2,660 | $857.1K | 0.13% | +2,660 | New |
| Curran Financial Partners, LLC | 2,685 | $865.1K | 0.17% | +5+0.2% | Added |
| Allegheny Financial Group LTD | 2,693 | $867.8K | 0.16% | +661+32.5% | Added |
| Gsa Capital Partners LLP | 2,734 | $881.0K | 0.07% | −3,996−59.4% | Reduced |
| MBL Wealth, LLC | 2,743 | $883.8K | 0.08% | +1,916+231.7% | Added |
| Unique Wealth Strategies, LLC | 2,770 | $892.5K | 0.35% | +100+3.7% | Added |
| Van Hulzen Asset Management, LLC | 2,778 | $895.1K | 0.07% | +150+5.7% | Added |
| Caisse des Depots Et Consignations | 2,779 | $895.4K | 0.04% | +2,779 | New |
| Allworth Financial LP | 2,807 | $904.6K | 0.00% | +103+3.8% | Added |
| Woodward Diversified Capital, LLC | 2,817 | $907.7K | 0.42% | +924+48.8% | Added |
| Syntegra Private Wealth Group, LLC | 2,821 | $909.0K | 0.09% | +204+7.8% | Added |
| Massmutual Trust Co FSB | 2,822 | $909.3K | 0.02% | +24+0.9% | Added |
| DecisionMap Wealth Management, LLC | 2,826 | $910.6K | 0.58% | −13−0.5% | Reduced |
| IFP Advisors, Inc | 2,838 | $914.4K | 0.02% | −2,067−42.1% | Reduced |
| Am Investment Strategies LLC | 2,842 | $916.0K | 0.20% | +1,408+98.2% | Added |
| U.S. Capital Wealth Advisors, LLC | 2,844 | $916.4K | 0.02% | +649+29.6% | Added |
| Baader Bank INC | 4,604 | $917.1K | 0.08% | +4,604 | New |
| Shell Asset Management Co | 2,848 | $918.0K | 0.09% | +268+10.4% | Added |
| TCG Advisory Services, LLC | 2,861 | $921.8K | 0.03% | −484−14.5% | Reduced |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 2,861 | $921.8K | 0.05% | +1,243+76.8% | Added |
| Garden State Investment Advisory Services LLC | 2,865 | $923.1K | 0.23% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 2,894 | $932.5K | 0.04% | +320+12.4% | Added |
| Fifth Third Bancorp | 2,901 | $934.7K | 0.00% | −3,620−55.5% | Reduced |
| AE Wealth Management LLC | 2,904 | $935.6K | 0.01% | −9,298−76.2% | Reduced |
| Monograph Wealth Advisors, LLC | 2,936 | $946.1K | 0.10% | −5,019−63.1% | Reduced |
| Capital Group Investment Management Pte. Ltd. | 2,943 | $948.3K | 0.16% | 00.0% | Unchanged |
| Matauro, LLC | 2,950 | $950.6K | 0.15% | −98−3.2% | Reduced |
| BluePath Capital Management, LLC | 2,968 | $956.3K | 0.70% | +373+14.4% | Added |
| Nwam LLC | 3,029 | $956.4K | 0.05% | −213−6.6% | Reduced |
| Close Asset Management Ltd | 2,996 | $965.0K | 0.02% | −96−3.1% | Reduced |
| Alphadyne Asset Management LP | 2,999 | $966.3K | 0.65% | +2,999 | New |
| Savvy Advisors, Inc. | 3,010 | $970.0K | 0.04% | +278+10.2% | Added |
| Peapack Gladstone Financial Corp | 3,055 | $984.0K | 0.01% | 00.0% | Unchanged |
| Synergy Financial Management, LLC | 2,704 | $987.2K | 0.04% | +1,997+282.5% | Added |
| Farrell Financial LLC | 3,100 | $998.9K | 0.63% | 00.0% | Unchanged |
| III Capital Management | 3,100 | $998.9K | 0.24% | +2,510+425.4% | Added |
| Parallel Advisors, LLC | 3,123 | $1.01M | 0.02% | −908−22.5% | Reduced |
| STF Management LP | 3,132 | $1.01M | 0.37% | +30+1.0% | Added |
| Means Investment Co., Inc. | 3,168 | $1.02M | 0.09% | −22−0.7% | Reduced |
| PFG Investments, LLC | 3,180 | $1.02M | 0.05% | +556+21.2% | Added |
| Tradition Wealth Management, LLC | 3,186 | $1.03M | 0.08% | +66+2.1% | Added |
| Masso Torrence Wealth Management Inc. | 3,210 | $1.03M | 0.43% | −100−3.0% | Reduced |
| Glenmede Investment Management, LP | 3,210 | $1.03M | 0.00% | −51−1.6% | Reduced |
| Vise Technologies, Inc. | 3,212 | $1.03M | 0.04% | −119−3.6% | Reduced |
| Bellecapital International Ltd. | 3,240 | $1.04M | 0.17% | +332+11.4% | Added |
| Convergence Financial, LLC | 3,260 | $1.05M | 0.16% | +101+3.2% | Added |
| Summit Trail Advisors, LLC | 3,261 | $1.05M | 0.01% | +327+11.1% | Added |
| Raiffeisen Bank International AG | 3,238 | $1.06M | 0.01% | +2,038+169.8% | Added |
| Ritholtz Wealth Management | 3,286 | $1.06M | 0.02% | +1,499+83.9% | Added |
| Lauer Wealth, LLC | 3,575 | $1.06M | 0.78% | +1,865+109.1% | Added |
| Capital Group Private Client Services, Inc. | 3,317 | $1.07M | 0.02% | −11,442−77.5% | Reduced |
| AXS Investments LLC | 3,413 | $1.10M | 0.35% | +137+4.2% | Added |
| Valeo Financial Advisors, LLC | 3,426 | $1.10M | 0.03% | −73−2.1% | Reduced |
| Yousif Capital Management, LLC | 3,430 | $1.11M | 0.01% | +320+10.3% | Added |
| Pennsylvania Capital Management Inc | 3,441 | $1.11M | 0.32% | +2+0.1% | Added |
| Meeder Advisory Services, Inc. | 3,545 | $1.14M | 0.05% | +62+1.8% | Added |
| Howard Capital Management Inc. | 3,584 | $1.15M | 0.02% | +3,584 | New |
| Soltis Investment Advisors LLC | 3,629 | $1.17M | 0.08% | +2,767+321.0% | Added |
| HB Wealth Management, LLC | 3,649 | $1.18M | 0.01% | +588+19.2% | Added |
| Harbour Investments, Inc. | 3,676 | $1.18M | 0.03% | −635−14.7% | Reduced |
| Allianz SE | 3,700 | $1.19M | 0.03% | +2,510+210.9% | Added |
| Fieldview Capital Management, LLC | 3,704 | $1.19M | 0.20% | +3,704 | New |
| Client 1st Advisory Group, LLC | 3,745 | $1.21M | 0.40% | +1,777+90.3% | Added |
| Fort Point Capital Partners LLC | 3,766 | $1.21M | 0.16% | −653−14.8% | Reduced |
| Ballentine Partners, LLC | 3,774 | $1.22M | 0.02% | −176−4.5% | Reduced |
| Signaturefd, LLC | 3,779 | $1.22M | 0.02% | −420−10.0% | Reduced |
| Ieq Capital, LLC | 3,797 | $1.22M | 0.00% | +3,298+660.9% | Added |
| Callan Family Office, LLC | 3,854 | $1.24M | 0.04% | +38+1.0% | Added |
| Magnus Financial Group LLC | 3,880 | $1.25M | 0.10% | +220+6.0% | Added |
| United Asset Strategies, Inc. | 3,885 | $1.25M | 0.10% | +2,305+145.9% | Added |
| Azzad Asset Management Inc | 3,898 | $1.26M | 0.12% | +146+3.9% | Added |
| Brand Asset Management Group, Inc. | 3,924 | $1.26M | 0.36% | +3,924 | New |
| Insigneo Advisory Services, LLC | 3,925 | $1.26M | 0.09% | −728−15.6% | Reduced |