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 |
|---|---|---|---|---|---|
| Capital International Ltd | 13,621 | $4.39M | 0.16% | 00.0% | Unchanged |
| StoneX Group Inc. | 13,622 | $4.39M | 0.19% | +2,955+27.7% | Added |
| Amalgamated Bank | 13,684 | $4.41M | 0.03% | +543+4.1% | Added |
| Steward Partners Investment Advisory, LLC | 13,850 | $4.46M | 0.03% | +114+0.8% | Added |
| Equitable Holdings, Inc. | 13,912 | $4.48M | 0.03% | +2,726+24.4% | Added |
| Manufacturers Life Insurance Company, The | 13,986 | $4.51M | 0.00% | −5,229−27.2% | Reduced |
| Bank of Nova Scotia | 13,987 | $4.51M | 0.01% | +4,760+51.6% | Added |
| CAP Partners, LLC | 14,254 | $4.59M | 2.61% | +3,086+27.6% | Added |
| Western Wealth Management, LLC | 14,426 | $4.65M | 0.25% | +2,971+25.9% | Added |
| Patriot Investment Management Inc. | 14,465 | $4.66M | 0.30% | +2,356+19.5% | Added |
| Brinker Capital Investments, LLC | 14,769 | $4.76M | 0.04% | −8,725−37.1% | Reduced |
| Global Retirement Partners, LLC | 14,854 | $4.79M | 0.11% | +1,221+9.0% | Added |
| KPP Advisory Services LLC | 14,915 | $4.81M | 0.71% | +20.0% | Added |
| PKO Investment Management Joint-Stock Co | 15,000 | $4.83M | 0.41% | +5,000+50.0% | Added |
| Miller Value Partners, LLC | 15,250 | $4.91M | 1.81% | 00.0% | Unchanged |
| US Bancorp | 15,315 | $4.93M | 0.01% | −69−0.4% | Reduced |
| Rathbone Brothers plc | 15,523 | $5.00M | 0.02% | +71+0.5% | Added |
| Coastal Investment Advisors, Inc. | 15,645 | $5.04M | 1.69% | −2,102−11.8% | Reduced |
| Candriam Luxembourg S.C.A. | 15,922 | $5.13M | 0.03% | −2,196−12.1% | Reduced |
| Gateway Investment Advisers LLC | 16,060 | $5.17M | 0.05% | +16,060 | New |
| Beaird Harris Wealth Management, LLC | 16,092 | $5.18M | 0.37% | +320+2.0% | Added |
| Harvest Fund Management Co., Ltd | 16,197 | $5.22M | 0.22% | +1,789+12.4% | Added |
| Winton Group Ltd | 16,554 | $5.33M | 0.20% | +16,554 | New |
| Kentucky Retirement Systems | 16,576 | $5.34M | 0.15% | +1,769+11.9% | Added |
| Vontobel Holding Ltd. | 16,606 | $5.35M | 0.02% | +8,559+106.4% | Added |
| Capstone Financial Advisors, Inc. | 16,698 | $5.38M | 0.29% | +3,923+30.7% | Added |
| Sanctuary Advisors, LLC | 16,862 | $5.43M | 0.03% | −858−4.8% | Reduced |
| Brookstone Capital Management | 17,039 | $5.49M | 0.07% | +1,937+12.8% | Added |
| Truvestments Capital LLC | 17,709 | $5.71M | 1.03% | +7,661+76.2% | Added |
| Park Avenue Securities LLC | 17,871 | $5.76M | 0.04% | +6,378+55.5% | Added |
| Massar Capital Management, LP | 17,977 | $5.79M | 2.07% | +17,977 | New |
| HHM Wealth Advisors, LLC | 17,982 | $5.79M | 0.67% | −46−0.3% | Reduced |
| BIT Capital GmbH | 18,125 | $5.84M | 0.27% | +8,596+90.2% | Added |
| X-Square Capital, LLC | 18,279 | $5.89M | 1.84% | −6,978−27.6% | Reduced |
| Vienna Asset Management LLC | 18,485 | $5.96M | 3.55% | +15,728+570.5% | Added |
| Secure Asset Management, LLC | 17,674 | $5.98M | 0.99% | +1,456+9.0% | Added |
| Blue Sky Capital Consultants Group, Inc. | 18,597 | $5.99M | 2.63% | +1,346+7.8% | Added |
| Janus Henderson Group PLC | 18,922 | $6.10M | 0.00% | +2,800+17.4% | Added |
| CIBC Bancorp USA Inc. | 19,023 | $6.13M | 0.04% | +19,023 | New |
| Profund Advisors LLC | 19,081 | $6.15M | 0.20% | +202+1.1% | Added |
| Louisiana State Employees Retirement System | 19,200 | $6.19M | 0.10% | +600+3.2% | Added |
| CAPROCK Group, Inc. | 18,927 | $6.33M | 0.16% | +18,927 | New |
| Nations Financial Group Inc, | 19,765 | $6.37M | 0.40% | +223+1.1% | Added |
| CWM, LLC | 19,858 | $6.40M | 0.02% | +3,217+19.3% | Added |
| Blair William & Co | 19,975 | $6.44M | 0.02% | +879+4.6% | Added |
| Titleist Asset Management, LLC | 20,132 | $6.49M | 0.57% | −482−2.3% | Reduced |
| Bleakley Financial Group, LLC | 20,164 | $6.50M | 0.15% | −1,620−7.4% | Reduced |
| Advisory Services Network, LLC | 20,663 | $6.66M | 0.10% | −5,597−21.3% | Reduced |
| Kestra Private Wealth Services, LLC | 20,810 | $6.71M | 0.09% | +3,686+21.5% | Added |
| Oppenheimer & Co Inc | 20,936 | $6.75M | 0.08% | +2,318+12.5% | Added |
| O'Shaughnessy Asset Management, LLC | 21,023 | $6.77M | 0.04% | +3,675+21.2% | Added |
| Prudential Financial Inc | 21,168 | $6.82M | 0.01% | −1,012−4.6% | Reduced |
| Catalyst Funds Management Pty Ltd | 21,600 | $6.96M | 1.06% | +21,600 | New |
| Truist Financial Corp | 21,668 | $6.98M | 0.01% | +3,507+19.3% | Added |
| Prudential PLC | 21,703 | $6.99M | 0.05% | +6,606+43.8% | Added |
| Heritage Investors Management Corp | 21,909 | $7.06M | 0.21% | −106−0.5% | Reduced |
| Pathstone Holdings, LLC | 25,584 | $7.10M | 0.03% | +3,915+18.1% | Added |
| Finer Wealth Management, Inc. | 22,248 | $7.17M | 3.57% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 22,604 | $7.28M | 0.00% | +2,668+13.4% | Added |
| Mackenzie Financial Corp | 22,655 | $7.30M | 0.01% | +2,357+11.6% | Added |
| Collar Capital Management, LLC | 22,756 | $7.33M | 5.16% | −419−1.8% | Reduced |
| Sloy Dahl & Holst, LLC | 22,789 | $7.34M | 0.78% | 00.0% | Unchanged |
| JustInvest LLC | 22,799 | $7.35M | 0.08% | −97−0.4% | Reduced |
| ASR Vermogensbeheer N.V. | 22,825 | $7.35M | 0.09% | −83−0.4% | Reduced |
| Capital International Sarl | 22,846 | $7.36M | 0.13% | +643+2.9% | Added |
| Lido Advisors, LLC | 22,888 | $7.37M | 0.03% | +17,760+346.3% | Added |
| Golden State Wealth Management, LLC | 24,422 | $7.87M | 0.87% | +4,025+19.7% | Added |
| Virginia Retirement Systems Et Al | 24,700 | $7.96M | 0.05% | +1,700+7.4% | Added |
| Nordea Investment Management AB | 24,956 | $8.02M | 0.01% | +3,484+16.2% | Added |
| EagleClaw Capital Managment, LLC | 25,000 | $8.06M | 1.13% | −90−0.4% | Reduced |
| Cushing Asset Management, LP | 25,000 | $8.06M | 0.46% | +5,000+25.0% | Added |
| Rakuten Securities, Inc. | 25,296 | $8.15M | 3.01% | −2,449−8.8% | Reduced |
| Balyasny Asset Management LLC | 25,444 | $8.20M | 0.02% | +6,544+34.6% | Added |
| Walleye Capital LLC | 26,158 | $8.43M | 0.07% | +20,507+362.9% | Added |
| Spahn Wealth & Retirement LLC | 19,223 | $8.47M | 5.02% | −766−3.8% | Reduced |
| Macquarie Group Ltd | 26,360 | $8.49M | 0.01% | +3,814+16.9% | Added |
| Nisa Investment Advisors, LLC | 26,759 | $8.62M | 0.03% | +6,154+29.9% | Added |
| Tobam | 27,189 | $8.76M | 3.17% | +13,831+103.5% | Added |
| Shelton Capital Management | 27,235 | $8.78M | 0.19% | −1,638−5.7% | Reduced |
| Swiss Life Asset Management Ltd | 27,547 | $8.88M | 0.05% | +4,009+17.0% | Added |
| OP Asset Management Ltd | 27,659 | $8.91M | 0.12% | +1,309+5.0% | Added |
| Utah Retirement Systems | 28,859 | $9.30M | 0.09% | +2,755+10.6% | Added |
| Pacific Capital Wealth Advisors, Inc | 29,095 | $9.37M | 1.62% | +60.0% | Added |
| Simplex Trading, LLC | 29,257 | $9.43M | 0.21% | +29,257 | New |
| Quantinno Capital Management LP | 29,285 | $9.44M | 0.03% | +11,518+64.8% | Added |
| United Capital Management of KS, Inc. | 29,934 | $9.65M | 1.31% | +665+2.3% | Added |
| Cresset Asset Management, LLC | 30,222 | $9.74M | 0.04% | +1,284+4.4% | Added |
| Man Group plc | 30,347 | $9.78M | 0.02% | −11,609−27.7% | Reduced |
| iA Global Asset Management Inc. | 30,559 | $9.85M | 0.13% | +2,453+8.7% | Added |
| IHT Wealth Management, LLC | 30,569 | $9.85M | 0.25% | +1,821+6.3% | Added |
| Xponance, Inc. | 30,753 | $9.91M | 0.08% | +2,505+8.9% | Added |
| Elequin Capital LP | 30,794 | $9.92M | 0.85% | +17,683+134.9% | Added |
| RFG Advisory, LLC | 31,809 | $10.2M | 0.21% | +31,171+4,885.7% | Added |
| Summit Financial, LLC | 32,296 | $10.4M | 0.16% | +28,714+801.6% | Added |
| Janney Montgomery Scott LLC | 32,848 | $10.6M | 0.03% | +4,387+15.4% | Added |
| SBI Securities Co., Ltd. | 32,877 | $10.6M | 0.27% | −1,184−3.5% | Reduced |
| Pacer Advisors, Inc. | 33,136 | $10.7M | 0.03% | +9,758+41.7% | Added |
| Public Employees Retirement Association of Colorado | 33,753 | $10.9M | 0.04% | +1,044+3.2% | Added |
| EverSource Wealth Advisors, LLC | 35,336 | $11.4M | 0.45% | +2,645+8.1% | Added |
| Rafferty Asset Management, LLC | 35,512 | $11.4M | 0.04% | +3,163+9.8% | Added |