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 |
|---|---|---|---|---|---|
| Sequoia Financial Advisors, LLC | 6,768 | $2.18M | 0.01% | −319−4.5% | Reduced |
| Banque Transatlantique SA | 6,515 | $2.21M | 0.05% | −1,772−21.4% | Reduced |
| Aptus Capital Advisors, LLC | 6,867 | $2.21M | 0.02% | +6+0.1% | Added |
| Ambassador Advisors, LLC | 6,873 | $2.21M | 0.33% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 6,937 | $2.24M | 0.00% | −90,964−92.9% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 6,948 | $2.24M | 0.15% | +663+10.5% | Added |
| China Universal Asset Management Co., Ltd. | 6,967 | $2.24M | 0.19% | +1,205+20.9% | Added |
| FIL Ltd | 6,975 | $2.25M | 0.00% | +6,063+664.8% | Added |
| Signal Advisors Wealth, LLC | 7,008 | $2.26M | 0.20% | +727+11.6% | Added |
| Navellier & Associates Inc | 7,011 | $2.26M | 0.23% | +883+14.4% | Added |
| Dynamic Advisor Solutions LLC | 7,032 | $2.27M | 0.07% | +200+2.9% | Added |
| Partners Wealth Management, LLC | 7,079 | $2.28M | 2.25% | −104−1.4% | Reduced |
| AIA Group Ltd | 7,091 | $2.28M | 0.04% | +1,236+21.1% | Added |
| Traphagen Investment Advisors LLC | 7,163 | $2.31M | 0.20% | −51−0.7% | Reduced |
| Wahed Invest LLC | 7,165 | $2.31M | 0.32% | +375+5.5% | Added |
| Davenport & Co LLC | 7,174 | $2.31M | 0.01% | −1,856−20.6% | Reduced |
| Pensionmark Financial Group, LLC | 7,177 | $2.31M | 0.05% | +498+7.5% | Added |
| Lazard Asset Management LLC | 7,284 | $2.35M | 0.00% | +717+10.9% | Added |
| Kingsview Wealth Management, LLC | 7,313 | $2.36M | 0.04% | +262+3.7% | Added |
| Invictus Private Wealth, LLC | 7,415 | $2.39M | 0.15% | +2,225+42.9% | Added |
| Gladstone Institutional Advisory LLC | 7,429 | $2.39M | 0.09% | −772−9.4% | Reduced |
| Legacy Wealth Managment, LLC | 7,482 | $2.41M | 1.09% | +671+9.9% | Added |
| Sigma Planning Corp | 7,483 | $2.41M | 0.07% | +746+11.1% | Added |
| Verus Capital Partners, LLC | 7,500 | $2.42M | 0.19% | −371−4.7% | Reduced |
| Ewing Morris & Co. Investment Partners Ltd. | 7,544 | $2.43M | 1.04% | −1,882−20.0% | Reduced |
| Norinchukin Bank, The | 7,545 | $2.43M | 0.03% | −25−0.3% | Reduced |
| Vivid Wealth Management, LLC | 7,647 | $2.46M | 0.98% | +313+4.3% | Added |
| Strategic Advocates LLC | 7,690 | $2.48M | 0.65% | −304−3.8% | Reduced |
| Sepio Capital, LP | 7,697 | $2.48M | 0.15% | +415+5.7% | Added |
| Farther Finance Advisors, LLC | 7,804 | $2.51M | 0.04% | +463+6.3% | Added |
| Wallace Hart LLC | 7,940 | $2.56M | 1.88% | −2,953−27.1% | Reduced |
| Geneos Wealth Management Inc. | 7,997 | $2.58M | 0.07% | −504−5.9% | Reduced |
| Baird Financial Group, Inc. | 8,154 | $2.63M | 0.00% | −4,294−34.5% | Reduced |
| GTS Securities LLC | 8,205 | $2.64M | 0.10% | +6,635+422.6% | Added |
| Maridea Wealth Management LLC | 8,959 | $2.66M | 0.41% | +2,176+32.1% | Added |
| Empowered Funds, LLC | 8,273 | $2.67M | 0.03% | +2,353+39.7% | Added |
| Comerica Bank | 8,279 | $2.67M | 0.01% | +3,856+87.2% | Added |
| Marathon Trading Investment Management LLC | 8,380 | $2.70M | 1.14% | −4,986−37.3% | Reduced |
| Assenagon Asset Management S.A. | 8,484 | $2.73M | 0.00% | +1,419+20.1% | Added |
| ZEGA Investments, LLC | 8,769 | $2.83M | 0.65% | +3,082+54.2% | Added |
| Ameritas Investment Partners, Inc. | 8,802 | $2.84M | 0.09% | +489+5.9% | Added |
| RiverFront Investment Group, LLC | 8,810 | $2.84M | 0.05% | 00.0% | Unchanged |
| Quantbot Technologies LP | 8,931 | $2.88M | 0.08% | −13,365−59.9% | Reduced |
| Tokio Marine Asset Management Co Ltd | 9,005 | $2.90M | 0.10% | +607+7.2% | Added |
| Intech Investment Management LLC | 9,054 | $2.92M | 0.03% | −1,029−10.2% | Reduced |
| Prospera Financial Services Inc | 9,170 | $2.95M | 0.05% | −24,938−73.1% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 9,175 | $2.96M | 0.03% | +457+5.2% | Added |
| Northwestern Mutual Wealth Management Co | 9,204 | $2.97M | 0.00% | +7,093+336.0% | Added |
| Axxcess Wealth Management, LLC | 9,216 | $2.97M | 0.06% | +1,056+12.9% | Added |
| Newbridge Financial Services Group, Inc. | 9,248 | $2.98M | 0.45% | +8,475+1,096.4% | Added |
| JPL Wealth Management, LLC | 9,395 | $3.03M | 0.72% | +9,395 | New |
| Cerity Partners LLC | 9,444 | $3.04M | 0.00% | −144−1.5% | Reduced |
| Dymon Asia Capital (Singapore) Pte. Ltd. | 9,443 | $3.04M | 1.22% | +6,252+195.9% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 9,533 | $3.06M | 0.02% | +53+0.6% | Added |
| Stratos Wealth Advisors, LLC | 9,576 | $3.09M | 0.15% | +1,020+11.9% | Added |
| Allstate Corp | 9,590 | $3.09M | 0.07% | +9,590 | New |
| Sovran Advisors, LLC | 12,195 | $3.10M | 0.27% | +2,065+20.4% | Added |
| Voya Investment Management LLC | 9,663 | $3.11M | 0.00% | −46,736−82.9% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 9,716 | $3.13M | 0.10% | −792−7.5% | Reduced |
| Visionary Wealth Advisors | 9,756 | $3.14M | 0.15% | +238+2.5% | Added |
| Tred Avon Family Wealth, LLC | 9,768 | $3.15M | 1.08% | +9,768 | New |
| Bridgewater Associates, LP | 9,994 | $3.22M | 0.01% | +2,830+39.5% | Added |
| J.W. Cole Advisors, Inc. | 10,179 | $3.28M | 0.06% | −83−0.8% | Reduced |
| Scotia Capital Inc. | 10,327 | $3.33M | 0.01% | +9,239+849.2% | Added |
| Virtu Financial LLC | 10,342 | $3.33M | 0.19% | +10,342 | New |
| Wellington Management Group LLP | 10,621 | $3.42M | 0.00% | +2,576+32.0% | Added |
| Wedbush Securities Inc | 10,932 | $3.52M | 0.12% | +745+7.3% | Added |
| Argent Advisors, Inc. | 11,000 | $3.54M | 1.05% | −4,000−26.7% | Reduced |
| Spire Wealth Management | 11,038 | $3.56M | 0.12% | −767−6.5% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 11,270 | $3.63M | 0.56% | +11,270 | New |
| Allianz Asset Management GmbH | 11,433 | $3.68M | 0.00% | +695+6.5% | Added |
| Point72 (DIFC) Ltd | 11,452 | $3.69M | 0.26% | +11,452 | New |
| M&T Bank Corp | 11,565 | $3.73M | 0.01% | −2,574−18.2% | Reduced |
| Cavalier Investments, LLC | 11,627 | $3.75M | 1.51% | +11,627 | New |
| AG2R la Mondiale Gestion D'Actifs | 9,324 | $3.77M | 0.19% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 11,738 | $3.78M | 0.00% | +1,613+15.9% | Added |
| CI Private Wealth, LLC | 11,804 | $3.80M | 0.01% | −136,250−92.0% | Reduced |
| Merit Financial Group, LLC | 11,838 | $3.81M | 0.04% | +986+9.1% | Added |
| CIBC Private Wealth Group, LLC | 11,940 | $3.85M | 0.01% | −2,240−15.8% | Reduced |
| SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co | 15,265 | $3.85M | 2.74% | +3,668+31.6% | Added |
| Capital International Inc | 12,117 | $3.90M | 0.03% | +471+4.0% | Added |
| Stratos Wealth Partners, LTD. | 12,158 | $3.92M | 0.05% | +1,049+9.4% | Added |
| Investment Management Corp of Ontario | 12,215 | $3.94M | 0.06% | +6,115+100.2% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 12,263 | $3.95M | 0.10% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 12,272 | $3.95M | 0.02% | +1,417+13.1% | Added |
| Perigon Wealth Management, LLC | 12,349 | $3.98M | 0.08% | +1,124+10.0% | Added |
| AQR Capital Management LLC | 12,520 | $4.03M | 0.00% | −10,049−44.5% | Reduced |
| Captrust Financial Advisors | 12,561 | $4.05M | 0.01% | +2,657+26.8% | Added |
| Ethic Inc. | 12,641 | $4.07M | 0.07% | +9,741+335.9% | Added |
| Paradigm Financial Partners, LLC | 12,709 | $4.09M | 0.42% | −946−6.9% | Reduced |
| Colony Group, LLC | 12,756 | $4.11M | 0.01% | +7,625+148.6% | Added |
| Chicago Partners Investment Group LLC | 14,524 | $4.13M | 0.11% | +2,771+23.6% | Added |
| Correct Capital Wealth Management | 12,842 | $4.14M | 0.76% | −55,879−81.3% | Reduced |
| Sky-Mountain Capital Management, Inc. | 14,907 | $4.19M | 2.92% | −21,522−59.1% | Reduced |
| Engineers Gate Manager LP | 13,060 | $4.21M | 0.05% | +8,060+161.2% | Added |
| Apollon Wealth Management, LLC | 13,089 | $4.22M | 0.08% | +267+2.1% | Added |
| Maryland State Retirement & Pension System | 13,168 | $4.24M | 0.09% | +1,028+8.5% | Added |
| Gulf International Bank (UK) Ltd | 13,249 | $4.27M | 0.14% | +475+3.7% | Added |
| Stevens Capital Management LP | 13,273 | $4.28M | 0.57% | −75,704−85.1% | Reduced |
| Capstone Investment Advisors, LLC | 13,360 | $4.30M | 0.04% | +10,872+437.0% | Added |