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 |
|---|---|---|---|---|---|
| Hel Ved Capital Management Ltd | 0 | $0 | 0.00% | −12,075−100.0% | Sold out |
| Moore Capital Management, LP | 0 | $0 | 0.00% | −10,789−100.0% | Sold out |
| Elo Mutual Pension Insurance Co | 0 | $0 | 0.00% | −10,359−100.0% | Sold out |
| Caitong International Asset Management Co., Ltd | 0 | $0 | 0.00% | −9,557−100.0% | Sold out |
| Johns Hopkins University | 0 | $0 | 0.00% | −8,400−100.0% | Sold out |
| Bellwether Advisors, LLC | 0 | $0 | 0.00% | −7,024−100.0% | Sold out |
| Andar Capital Management HK Ltd | 0 | $0 | 0.00% | −7,000−100.0% | Sold out |
| Private Advisory Group LLC | 0 | $0 | 0.00% | −5,991−100.0% | Sold out |
| Fortis Group Advisors, LLC | 0 | $0 | 0.00% | −5,755−100.0% | Sold out |
| Delta Investment Management, LLC | 0 | $0 | 0.00% | −5,553−100.0% | Sold out |
| SRS Capital Advisors, Inc. | 0 | $0 | 0.00% | −2,554−100.0% | Sold out |
| Financial Sense Advisors, Inc. | 0 | $0 | 0.00% | −4,832−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −4,758−100.0% | Sold out |
| Galaxy Group Investments LLC | 0 | $0 | 0.00% | −4,480−100.0% | Sold out |
| Lee Johnson Capital Management, LLC | 0 | $0 | 0.00% | −3,827−100.0% | Sold out |
| Glaxis Capital Management, LLC | 0 | $0 | 0.00% | −3,600−100.0% | Sold out |
| Abn Amro Investment Solutions | 0 | $0 | 0.00% | −3,294−100.0% | Sold out |
| Clough Capital Partners L P | 0 | $0 | 0.00% | −3,117−100.0% | Sold out |
| Scientech Research LLC | 0 | $0 | 0.00% | −2,955−100.0% | Sold out |
| Axq Capital, LP | 0 | $0 | 0.00% | −2,751−100.0% | Sold out |
| Williamson Legacy Group, LLC | 0 | $0 | 0.00% | −2,744−100.0% | Sold out |
| Mediolanum International Funds Ltd | 0 | $0 | 0.00% | −2,862−100.0% | Sold out |
| Pinkerton Retirement Specialists, LLC | 0 | $0 | 0.00% | −2,538−100.0% | Sold out |
| Resolute Partners Group | 0 | $0 | 0.00% | −2,507−100.0% | Sold out |
| Laurion Capital Management LP | 0 | $0 | 0.00% | −2,392−100.0% | Sold out |
| Park Square Financial Group, LLC | 0 | $0 | 0.00% | −2,320−100.0% | Sold out |
| Friedenthal Financial | 0 | $0 | 0.00% | −2,312−100.0% | Sold out |
| Heritage Wealth Advisors | 0 | $0 | 0.00% | −2,221−100.0% | Sold out |
| Fedenia Advisers LLC | 0 | $0 | 0.00% | −2,215−100.0% | Sold out |
| Q3 Asset Management | 0 | $0 | 0.00% | −2,162−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −2,084−100.0% | Sold out |
| Voleon Capital Management LP | 0 | $0 | 0.00% | −1,906−100.0% | Sold out |
| SLT Holdings LLC | 0 | $0 | 0.00% | −1,719−100.0% | Sold out |
| J. Goldman & Co LP | 0 | $0 | 0.00% | −1,716−100.0% | Sold out |
| Eqis Capital Management, Inc. | 0 | $0 | 0.00% | −1,698−100.0% | Sold out |
| Armis Advisers, LLC | 0 | $0 | 0.00% | −1,591−100.0% | Sold out |
| Finivi Inc. | 0 | $0 | 0.00% | −1,525−100.0% | Sold out |
| XML Financial, LLC | 0 | $0 | 0.00% | −1,510−100.0% | Sold out |
| Yeomans Consulting Group, Inc. | 0 | $0 | 0.00% | −1,550−100.0% | Sold out |
| JT Stratford LLC | 0 | $0 | 0.00% | −1,428−100.0% | Sold out |
| Tradewinds, LLC. | 0 | $0 | 0.00% | −1,376−100.0% | Sold out |
| Merkkuri Wealth Advisors LLC | 0 | $0 | 0.00% | −1,376−100.0% | Sold out |
| Whitaker-Myers Wealth Managers, LTD. | 0 | $0 | 0.00% | −1,361−100.0% | Sold out |
| Willis Johnson & Associates, Inc. | 0 | $0 | 0.00% | −1,192−100.0% | Sold out |
| Capital Wealth Planning, LLC | 0 | $0 | 0.00% | −1,100−100.0% | Sold out |
| Howe & Rusling Inc | 0 | $0 | 0.00% | −1,070−100.0% | Sold out |
| Avaii Wealth Management, LLC | 0 | $0 | 0.00% | −1,040−100.0% | Sold out |
| West Michigan Advisors, LLC | 0 | $0 | 0.00% | −1,018−100.0% | Sold out |
| ICONIQ Capital, LLC | 0 | $0 | 0.00% | −990−100.0% | Sold out |
| Miracle Mile Advisors, LLC | 0 | $0 | 0.00% | −983−100.0% | Sold out |
| Vestmark Advisory Solutions, Inc. | 0 | $0 | 0.00% | −941−100.0% | Sold out |
| Sherman Porfolios, LLC | 0 | $0 | 0.00% | −935−100.0% | Sold out |
| Vicus Capital | 0 | $0 | 0.00% | −912−100.0% | Sold out |
| Wealth Preservation Advisors, LLC | 0 | $0 | 0.00% | −911−100.0% | Sold out |
| FFG Partners, LLC | 0 | $0 | 0.00% | −880−100.0% | Sold out |
| Fundamentun, LLC | 0 | $0 | 0.00% | −845−100.0% | Sold out |
| Proficio Capital Partners LLC | 0 | $0 | 0.00% | −815−100.0% | Sold out |
| Pettinga Financial Advisors, LLC | 0 | $0 | 0.00% | −811−100.0% | Sold out |
| Park Capital Management, LLC | 0 | $0 | 0.00% | −779−100.0% | Sold out |
| GWN Securities Inc. | 0 | $0 | 0.00% | −774−100.0% | Sold out |
| Aldebaran Financial Inc. | 0 | $0 | 0.00% | −762−100.0% | Sold out |
| Beacon Financial Strategies CORP | 0 | $0 | 0.00% | −750−100.0% | Sold out |
| Westwood Holdings Group Inc. | 0 | $0 | 0.00% | −749−100.0% | Sold out |
| ASB Consultores, LLC | 0 | $0 | 0.00% | −737−100.0% | Sold out |
| Idaho Trust Bank | 0 | $0 | 0.00% | −727−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −715−100.0% | Sold out |
| Measured Risk Portfolios, Inc. | 0 | $0 | 0.00% | −707−100.0% | Sold out |
| Total Investment Management Inc | 0 | $0 | 0.00% | −693−100.0% | Sold out |
| Sax Wealth Advisors, LLC | 0 | $0 | 0.00% | −684−100.0% | Sold out |
| Continuum Advisory, LLC | 0 | $0 | 0.00% | −662−100.0% | Sold out |
| Fortress Financial Solutions, LLC | 0 | $0 | 0.00% | −650−100.0% | Sold out |
| Retirement Planning Co of New England, Inc. | 0 | $0 | 0.00% | −638−100.0% | Sold out |
| Paragon Private Wealth Management, LLC | 0 | $0 | 0.00% | −633−100.0% | Sold out |
| Accurate Wealth Management, LLC | 0 | $0 | 0.00% | −600−100.0% | Sold out |
| Victory Financial Group, LLC | 0 | $0 | 0.00% | −612−100.0% | Sold out |
| TSA Wealth Managment LLC | 0 | $0 | 0.00% | −608−100.0% | Sold out |
| Hummer Financial Advisory Services Inc | 0 | $0 | 0.00% | −600−100.0% | Sold out |
| J. Safra Sarasin Holding AG | 0 | $0 | 0.00% | −600−100.0% | Sold out |
| Darden Wealth Group Inc | 0 | $0 | 0.00% | −600−100.0% | Sold out |
| Meiji Yasuda Asset Management Co Ltd. | 0 | $0 | 0.00% | −598−100.0% | Sold out |
| Robertson Stephens Wealth Management, LLC | 0 | $0 | 0.00% | −587−100.0% | Sold out |
| Beacon Financial Advisory LLC | 0 | $0 | 0.00% | −586−100.0% | Sold out |
| Keel Point, LLC | 0 | $0 | 0.00% | −584−100.0% | Sold out |
| Signature Estate & Investment Advisors LLC | 0 | $0 | 0.00% | −575−100.0% | Sold out |
| Visionary Horizons, LLC | 0 | $0 | 0.00% | −575−100.0% | Sold out |
| Moss Adams Wealth Advisors LLC | 0 | $0 | 0.00% | −570−100.0% | Sold out |
| Capital Investment Advisors, LLC | 0 | $0 | 0.00% | −566−100.0% | Sold out |
| Crux Wealth Advisors | 0 | $0 | 0.00% | −558−100.0% | Sold out |
| Objective Capital Management, LLC | 0 | $0 | 0.00% | −557−100.0% | Sold out |
| Gemmer Asset Management LLC | 0 | $0 | 0.00% | −551−100.0% | Sold out |
| Waterloo Capital, L.P. | 0 | $0 | 0.00% | −550−100.0% | Sold out |
| Wealth Group Ltd | 0 | $0 | 0.00% | −545−100.0% | Sold out |
| PDS Planning, Inc | 0 | $0 | 0.00% | −541−100.0% | Sold out |
| EPG Wealth Management LLC | 0 | $0 | 0.00% | −541−100.0% | Sold out |
| Birchcreek Wealth Management, LLC | 0 | $0 | 0.00% | −540−100.0% | Sold out |
| Aspen Grove Capital, LLC | 0 | $0 | 0.00% | −539−100.0% | Sold out |
| SCS Capital Management LLC | 0 | $0 | 0.00% | −538−100.0% | Sold out |
| Element Wealth, LLC | 0 | $0 | 0.00% | −532−100.0% | Sold out |
| Dorsey & Whitney Trust CO LLC | 0 | $0 | 0.00% | −532−100.0% | Sold out |
| Essex LLC | 0 | $0 | 0.00% | −530−100.0% | Sold out |