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 |
|---|---|---|---|---|---|
| S.A. Mason LLC | 392 | $126.3K | 0.06% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 382 | $123.0K | 0.01% | −10−2.6% | Reduced |
| Bogart Wealth, LLC | 369 | $118.9K | 0.00% | +116+45.8% | Added |
| Ancora Advisors, LLC | 360 | $116.1K | 0.00% | +100+38.5% | Added |
| Vestor Capital, LLC | 354 | $114.0K | 0.01% | −891−71.6% | Reduced |
| First Horizon Corp | 348 | $112.1K | 0.01% | +348 | New |
| Cedar Wealth Management, LLC | 345 | $111.2K | 0.03% | +345 | New |
| Rosenberg Matthew Hamilton | 341 | $109.9K | 0.02% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 330 | $106.3K | 0.03% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 315 | $101.5K | 0.00% | −149−32.1% | Reduced |
| Westside Investment Management, Inc. | 301 | $98.4K | 0.02% | +54+21.9% | Added |
| North Star Investment Management Corp. | 300 | $96.7K | 0.01% | −10−3.2% | Reduced |
| Lake Street Financial LLC | 288 | $92.8K | 0.01% | +288 | New |
| Dunhill Financial, LLC | 275 | $88.6K | 0.02% | +147+114.8% | Added |
| Dudley Capital Management, LLC | 260 | $83.8K | 0.04% | +260 | New |
| Burkett Financial Services, LLC | 250 | $80.6K | 0.03% | 00.0% | Unchanged |
| E Fund Management (Hong Kong) Co., Ltd. | 235 | $75.7K | 0.05% | +117+99.2% | Added |
| Glen Eagle Advisors, LLC | 218 | $70.2K | 0.01% | +7+3.3% | Added |
| Stonehage Fleming Financial Services Holdings Ltd | 210 | $67.7K | 0.00% | +50+31.3% | Added |
| Quaker Wealth Management, LLC | 202 | $65.1K | 0.02% | −2−1.0% | Reduced |
| Pathway Financial Advisers, LLC | 201 | $64.8K | 0.02% | +201 | New |
| Private Trust Co NA | 201 | $64.8K | 0.01% | −586−74.5% | Reduced |
| Costello Asset Management, INC | 200 | $64.4K | 0.02% | 00.0% | Unchanged |
| Fairman Group, LLC | 200 | $64.4K | 0.05% | 00.0% | Unchanged |
| CVA Family Office, LLC | 198 | $63.8K | 0.01% | −21−9.6% | Reduced |
| Grove Bank & Trust | 190 | $61.2K | 0.01% | −21−10.0% | Reduced |
| TFC Financial Management | 190 | $61.2K | 0.01% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 190 | $61.2K | 0.02% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 189 | $60.9K | 0.02% | −4−2.1% | Reduced |
| Manchester Capital Management LLC | 187 | $60.3K | 0.01% | +187 | New |
| Parkside Financial Bank & Trust | 185 | $59.6K | 0.00% | +5+2.8% | Added |
| St Germain D J Co Inc | 177 | $57.0K | 0.00% | 00.0% | Unchanged |
| Quintet Private Bank (Europe) S.A. | 175 | $56.4K | 0.00% | +175 | New |
| DAGCO, Inc. | 172 | $55.4K | 0.01% | −65−27.4% | Reduced |
| Activest Wealth Management | 172 | $55.4K | 0.01% | +1+0.6% | Added |
| Vermillion Wealth Management, Inc. | 165 | $53.2K | 0.01% | +65+65.0% | Added |
| Tripletail Wealth Management, LLC | 150 | $53.0K | 0.06% | +150 | New |
| HighMark Wealth Management LLC | 160 | $51.6K | 0.02% | −55−25.6% | Reduced |
| Hopwood Financial Services, Inc. | 160 | $51.6K | 0.03% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 150 | $48.3K | 0.01% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 150 | $48.3K | 0.00% | +47+45.6% | Added |
| Arlington Trust Co LLC | 141 | $45.4K | 0.01% | −8−5.4% | Reduced |
| Wealth Watch Advisors, INC | 137 | $44.1K | 0.02% | +137 | New |
| Bessemer Group Inc | 137 | $44.0K | 0.00% | +107+356.7% | Added |
| Nemes Rush Group LLC | 136 | $43.8K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 125 | $41.0K | 0.02% | +13+11.6% | Added |
| ORG Partners LLC | 126 | $40.6K | 0.01% | −10−7.4% | Reduced |
| Quarry LP | 125 | $40.3K | 0.01% | −106−45.9% | Reduced |
| Umb Bank N A | 125 | $40.3K | 0.00% | +25+25.0% | Added |
| Catalyst Capital Advisors LLC | 123 | $39.6K | 0.00% | −25−16.9% | Reduced |
| IAG Wealth Partners, LLC | 122 | $39.3K | 0.00% | +35+40.2% | Added |
| Salomon & Ludwin, LLC | 110 | $38.7K | 0.00% | +110 | New |
| Hantz Financial Services, Inc. | 118 | $38.0K | 0.00% | −160−57.6% | Reduced |
| SJS Investment Consulting Inc. | 117 | $37.7K | 0.01% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 117 | $37.7K | 0.01% | +36+44.4% | Added |
| AllSquare Wealth Management LLC | 116 | $37.4K | 0.02% | +16+16.0% | Added |
| Financial Freedom, LLC | 115 | $37.1K | 0.02% | +115 | New |
| Cheviot Value Management, LLC | 120 | $34.2K | 0.00% | +120 | New |
| Federated Hermes, Inc. | 105 | $33.8K | 0.00% | −874−89.3% | Reduced |
| Horrell Capital Management, Inc. | 103 | $33.2K | 0.01% | −5−4.6% | Reduced |
| Quent Capital, LLC | 102 | $32.9K | 0.00% | +102 | New |
| Private Wealth Management Group, LLC | 101 | $32.5K | 0.01% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 100 | $32.2K | 0.00% | −705−87.6% | Reduced |
| Pilgrim Partners Asia Pte Ltd | 100 | $32.2K | 0.01% | +100 | New |
| Armstrong Advisory Group, Inc | 95 | $30.6K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 92 | $29.6K | 0.00% | −9−8.9% | Reduced |
| Binnacle Investments Inc | 89 | $28.7K | 0.02% | +6+7.2% | Added |
| Game Plan Financial Advisors, LLC | 88 | $28.4K | 0.01% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 86 | $27.5K | 0.00% | +34+65.4% | Added |
| Avalon Trust Co | 85 | $27.4K | 0.00% | +35+70.0% | Added |
| First PREMIER Bank | 84 | $27.0K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Advisors | 80 | $25.8K | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 74 | $23.8K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 67 | $21.6K | 0.00% | +67 | New |
| Magnetar Financial LLC | 64 | $20.6K | 0.00% | −1,017−94.1% | Reduced |
| Highline Wealth Partners LLC | 63 | $20.3K | 0.01% | +5+8.6% | Added |
| Sound Income Strategies, LLC | 62 | $19.9K | 0.00% | +42+210.0% | Added |
| Berbice Capital Management LLC | 60 | $19.3K | 0.01% | +10+20.0% | Added |
| FWL Investment Management, LLC | 58 | $18.7K | 0.00% | −1,529−96.3% | Reduced |
| Asset Dedication, LLC | 57 | $18.4K | 0.00% | +5+9.6% | Added |
| City State Bank | 55 | $17.7K | 0.01% | 00.0% | Unchanged |
| HM Payson & Co | 50 | $16.1K | 0.00% | 00.0% | Unchanged |
| Trust Co | 50 | $16.1K | 0.00% | 00.0% | Unchanged |
| Bank of New Hampshire | 50 | $16.1K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 50 | $16.1K | 0.01% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 50 | $16.1K | 0.01% | −186−78.8% | Reduced |
| Avion Wealth | 51 | $16.0K | 0.00% | −4−7.3% | Reduced |
| Crewe Advisors LLC | 48 | $15.5K | 0.00% | −2−4.0% | Reduced |
| Chilton Capital Management LLC | 48 | $15.5K | 0.00% | +10+26.3% | Added |
| Steigerwald, Gordon & Koch Inc. | 48 | $15.5K | 0.00% | +48 | New |
| Frazier Financial Advisors, LLC | 45 | $14.5K | 0.01% | 00.0% | Unchanged |
| Sachetta, LLC | 42 | $13.5K | 0.01% | +1+2.4% | Added |
| Brown Brothers Harriman & Co | 42 | $13.5K | 0.00% | +23+121.1% | Added |
| Contravisory Investment Management, Inc. | 39 | $12.6K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 38 | $12.2K | 0.00% | −24−38.7% | Reduced |
| Albion Financial Group | 37 | $11.9K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 37 | $11.9K | 0.00% | +1+2.8% | Added |
| Park Place Capital Corp | 37 | $11.9K | 0.00% | +37 | New |
| Chesapeake Asset Management LLC | 36 | $11.6K | 0.01% | +36 | New |
| ORG Wealth Partners, LLC | 35 | $11.3K | 0.00% | 00.0% | Unchanged |