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 |
|---|---|---|---|---|---|
| First Foundation Advisors | 3,974 | $1.28M | 0.05% | +37+0.9% | Added |
| Integrity Alliance, LLC. | 3,988 | $1.28M | 0.06% | −98−2.4% | Reduced |
| Commerce Bank | 3,996 | $1.29M | 0.01% | +97+2.5% | Added |
| Central Trust Co | 4,025 | $1.30M | 0.03% | +2,525+168.3% | Added |
| Cyndeo Wealth Partners, LLC | 4,045 | $1.30M | 0.07% | −2,892−41.7% | Reduced |
| ICICI Prudential Asset Management Co Ltd | 4,053 | $1.31M | 0.14% | +873+27.5% | Added |
| Bonfire Financial | 4,067 | $1.31M | 1.01% | +91+2.3% | Added |
| Independent Family Office, LLC | 4,100 | $1.32M | 0.56% | 00.0% | Unchanged |
| Wedmont Private Capital | 4,113 | $1.35M | 0.05% | +577+16.3% | Added |
| Sowell Financial Services LLC | 4,194 | $1.35M | 0.05% | +42+1.0% | Added |
| Stonegate Investment Group, LLC | 4,201 | $1.35M | 0.03% | +16+0.4% | Added |
| Sterling Financial Group, Inc. | 4,227 | $1.36M | 0.43% | +621+17.2% | Added |
| Arete Wealth Advisors, LLC | 4,227 | $1.36M | 0.09% | −913−17.8% | Reduced |
| Traynor Capital Management, Inc. | 4,253 | $1.37M | 0.08% | −168−3.8% | Reduced |
| Warren Averett Asset Management, LLC | 4,256 | $1.37M | 0.01% | −152−3.4% | Reduced |
| Larson Financial Group LLC | 4,273 | $1.38M | 0.05% | +658+18.2% | Added |
| NorthRock Partners, LLC | 4,295 | $1.38M | 0.03% | +4,295 | New |
| APG Asset Management N.V. | 5,050 | $1.38M | 0.00% | +518+11.4% | Added |
| Polianta Ltd | 4,300 | $1.39M | 0.57% | +900+26.5% | Added |
| UniSuper Management Pty Ltd | 4,300 | $1.39M | 0.01% | 00.0% | Unchanged |
| Chesapeake Capital Corp | 4,307 | $1.39M | 1.25% | +4,307 | New |
| Sage Mountain Advisors LLC | 4,310 | $1.39M | 0.08% | +1,103+34.4% | Added |
| Aviso Wealth Management | 4,330 | $1.40M | 0.61% | 00.0% | Unchanged |
| Great Lakes Advisors, LLC | 4,352 | $1.40M | 0.01% | −3,940−47.5% | Reduced |
| Abound Financial, LLC | 4,356 | $1.40M | 0.56% | −673−13.4% | Reduced |
| Change Path, LLC | 4,360 | $1.40M | 0.03% | −1,311−23.1% | Reduced |
| Pine Valley Investments Ltd Liability Co | 4,367 | $1.41M | 0.07% | +788+22.0% | Added |
| United Capital Financial Advisers, LLC | 4,399 | $1.42M | 0.01% | +642+17.1% | Added |
| Ameritas Advisory Services, LLC | 4,408 | $1.42M | 0.09% | +3,849+688.6% | Added |
| Blueshift Asset Management, LLC | 4,427 | $1.43M | 0.44% | +4,427 | New |
| Paul Damon & Associates, Inc. | 4,440 | $1.43M | 0.68% | −219−4.7% | Reduced |
| Keybank National Association | 4,460 | $1.44M | 0.01% | +100+2.3% | Added |
| Tower Research Capital LLC (TRC) | 4,492 | $1.45M | 0.04% | −18,117−80.1% | Reduced |
| Beacon Pointe Advisors, LLC | 4,566 | $1.47M | 0.01% | −655−12.5% | Reduced |
| Disciplined Investors, L.L.C. | 4,670 | $1.50M | 1.07% | +150+3.3% | Added |
| Metis Global Partners, LLC | 4,675 | $1.51M | 0.04% | −24−0.5% | Reduced |
| Evexia Wealth LLC | 4,784 | $1.51M | 0.45% | +456+10.5% | Added |
| Simplicity Wealth,LLC | 4,754 | $1.53M | 0.09% | −3,878−44.9% | Reduced |
| Prime Capital Investment Advisors, LLC | 4,764 | $1.53M | 0.02% | +843+21.5% | Added |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 4,766 | $1.54M | 2.25% | +4,766 | New |
| VestGen Advisors, LLC | 4,799 | $1.55M | 0.05% | −1,986−29.3% | Reduced |
| Pinnacle Associates Ltd | 4,805 | $1.55M | 0.02% | −80−1.6% | Reduced |
| MTM Investment Management, LLC | 4,847 | $1.56M | 0.50% | −5,066−51.1% | Reduced |
| Harfst & Associates, Inc. | 4,903 | $1.58M | 0.29% | +103+2.1% | Added |
| Integrated Wealth Concepts LLC | 4,943 | $1.59M | 0.01% | +435+9.6% | Added |
| Gilman Hill Asset Management, LLC | 4,978 | $1.60M | 0.25% | +173+3.6% | Added |
| Csenge Advisory Group | 4,987 | $1.61M | 0.08% | −1,704−25.5% | Reduced |
| Silvercrest Asset Management Group LLC | 4,995 | $1.61M | 0.01% | 00.0% | Unchanged |
| National Asset Management, Inc. | 5,022 | $1.62M | 0.08% | +107+2.2% | Added |
| Siemens Fonds Invest GmbH | 5,057 | $1.63M | 0.09% | +163+3.3% | Added |
| LCM Capital Management Inc | 5,091 | $1.64M | 0.79% | +450+9.7% | Added |
| MetLife Investment Management | 5,095 | $1.64M | 0.01% | +304+6.3% | Added |
| Thrivent Financial for Lutherans | 5,096 | $1.64M | 0.00% | −2,849−35.9% | Reduced |
| Vestcor Inc | 5,097 | $1.64M | 0.05% | 00.0% | Unchanged |
| Oxler Private Wealth LLC | 5,117 | $1.65M | 0.48% | +1,317+34.7% | Added |
| Chokshi & Queen Wealth Advisors, Inc | 5,150 | $1.66M | 0.88% | +1,200+30.4% | Added |
| Sterling Investment Advisors, Ltd. | 5,157 | $1.66M | 0.32% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 5,167 | $1.66M | 0.24% | −9−0.2% | Reduced |
| HighPoint Advisor Group LLC | 5,181 | $1.67M | 0.08% | +141+2.8% | Added |
| Verition Fund Management LLC | 5,191 | $1.67M | 0.01% | +1,170+29.1% | Added |
| Maripau Wealth Management LLC | 5,209 | $1.68M | 0.84% | +75+1.5% | Added |
| Hartline Investment Corp | 5,212 | $1.68M | 0.17% | −2,950−36.1% | Reduced |
| Salem Investment Counselors Inc | 5,236 | $1.69M | 0.05% | −15−0.3% | Reduced |
| Perennial Investment Advisors, LLC | 5,240 | $1.69M | 0.14% | −942−15.2% | Reduced |
| Western Financial Corp | 5,271 | $1.70M | 0.74% | −1,845−25.9% | Reduced |
| Northeast Financial Group, Inc. | 5,300 | $1.71M | 0.43% | +1,800+51.4% | Added |
| Kovitz Investment Group Partners, LLC | 5,345 | $1.72M | 0.01% | +1,595+42.5% | Added |
| Keebeck Wealth Management, LLC | 5,352 | $1.72M | 0.20% | +369+7.4% | Added |
| AdvisorNet Financial, Inc | 5,400 | $1.74M | 0.10% | −867−13.8% | Reduced |
| MAI Capital Management | 5,426 | $1.75M | 0.01% | +175+3.3% | Added |
| Evergreen Wealth Solutions, LLC | 5,443 | $1.75M | 0.99% | 00.0% | Unchanged |
| Covenant Asset Management, LLC | 5,500 | $1.77M | 0.33% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 5,542 | $1.79M | 0.01% | +921+19.9% | Added |
| Comprehensive Financial Consultants Institutional, Inc. | 5,614 | $1.81M | 0.56% | +6+0.1% | Added |
| Arkadios Wealth Advisors | 5,665 | $1.83M | 0.04% | +185+3.4% | Added |
| RSM US Wealth Management LLC | 5,700 | $1.84M | 0.02% | +3,140+122.7% | Added |
| Strive Asset Management, LLC | 5,723 | $1.84M | 1.00% | −17,426−75.3% | Reduced |
| Everence Capital Management Inc | 5,763 | $1.86M | 0.11% | −127−2.2% | Reduced |
| Fiduciary Trust Co | 5,792 | $1.87M | 0.02% | −15−0.3% | Reduced |
| Farringdon Capital, Ltd. | 5,819 | $1.87M | 0.48% | +5,819 | New |
| KG&L Capital Management,LLC | 5,825 | $1.88M | 0.52% | +4,928+549.4% | Added |
| Hilltop Holdings Inc. | 5,879 | $1.89M | 0.10% | +1,903+47.9% | Added |
| Principal Financial Group Inc | 5,970 | $1.92M | 0.00% | −32,957−84.7% | Reduced |
| CTC Alternative Strategies, Ltd. | 5,992 | $1.93M | 3.22% | −5,757−49.0% | Reduced |
| APG Asset Management US Inc. | 5,761 | $1.95M | 0.01% | 00.0% | Unchanged |
| QTR Family Wealth, LLC | 6,113 | $1.97M | 0.93% | +296+5.1% | Added |
| Pinnacle Wealth Management, LLC | 6,242 | $2.01M | 1.36% | −421−6.3% | Reduced |
| Vennlight Capital Management, LP | 6,317 | $2.04M | 2.65% | +6,317 | New |
| Core Wealth Partners LLC | 6,370 | $2.05M | 0.94% | +260+4.3% | Added |
| Concurrent Investment Advisors, LLC | 6,381 | $2.06M | 0.04% | −3,030−32.2% | Reduced |
| Lifeworks Advisors, LLC | 6,435 | $2.07M | 0.28% | −100−1.5% | Reduced |
| Waldron Private Wealth LLC | 6,478 | $2.09M | 0.08% | +244+3.9% | Added |
| Banque Cantonale Vaudoise | 6,499 | $2.09M | 0.08% | −1,474−18.5% | Reduced |
| Citizens Financial Group Inc | 6,504 | $2.10M | 0.03% | +5,640+652.8% | Added |
| BNC Wealth Management, LLC | 6,540 | $2.11M | 0.53% | +612+10.3% | Added |
| Wealthcare Advisory Partners LLC | 6,590 | $2.12M | 0.04% | +538+8.9% | Added |
| Twin Tree Management, LP | 6,600 | $2.13M | 0.10% | −42,411−86.5% | Reduced |
| 111 Capital | 6,621 | $2.13M | 0.40% | −303−4.4% | Reduced |
| Centaurus Financial, Inc. | 6,719 | $2.17M | 0.10% | +877+15.0% | Added |
| Omers Administration Corp | 6,753 | $2.18M | 0.02% | 00.0% | Unchanged |