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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.

Other share classesSTRCSTRDSTRFSTRK

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.

Institutional holdersQ3 2025: 1,087 institutions
Q1 2021: 287 institutionsQ2 2021: 270 institutionsQ3 2021: 287 institutionsQ4 2021: 290 institutionsQ1 2022: 268 institutionsQ2 2022: 238 institutionsQ3 2022: 231 institutionsQ4 2022: 212 institutionsQ1 2023: 252 institutionsQ2 2023: 271 institutionsQ3 2023: 295 institutionsQ4 2023: 370 institutionsQ1 2024: 530 institutionsQ2 2024: 592 institutionsQ3 2024: 662 institutionsQ4 2024: 993 institutionsQ1 2025: 1,013 institutionsQ2 2025: 1,161 institutionsQ3 2025: 1,087 institutionsQ4 2025: 982 institutionsQ1 2026: 946 institutionsQ2 2026: 852 institutions
Value heldQ3 2025: $45.1B
Q1 2021: $3.86BQ2 2021: $4.24BQ3 2021: $3.30BQ4 2021: $3.26BQ1 2022: $3.00BQ2 2022: $1.05BQ3 2022: $1.25BQ4 2022: $812.8MQ1 2023: $1.92BQ2 2023: $2.39BQ3 2023: $2.29BQ4 2023: $5.14BQ1 2024: $16.4BQ2 2024: $12.5BQ3 2024: $16.0BQ4 2024: $31.1BQ1 2025: $36.2BQ2 2025: $55.5BQ3 2025: $45.1BQ4 2025: $26.6BQ1 2026: $24.7BQ2 2026: $18.2B
Institutions holding MSTR and their total value by quarter
QuarterHoldersValue
Q2 2026852$18.2B
Q1 2026946$24.7B
Q4 2025982$26.6B
Q3 20251,087$45.1B
Q2 20251,161$55.5B
Q1 20251,013$36.2B
Q4 2024993$31.1B
Q3 2024662$16.0B
Q2 2024592$12.5B
Q1 2024530$16.4B
Q4 2023370$5.14B
Q3 2023295$2.29B
Q2 2023271$2.39B
Q1 2023252$1.92B
Q4 2022212$812.8M
Q3 2022231$1.25B
Q2 2022238$1.05B
Q1 2022268$3.00B
Q4 2021290$3.26B
Q3 2021287$3.30B
Q2 2021270$4.24B
Q1 2021287$3.86B

Institutions, Q3 2025

Shares, value and share of portfolio for each institution holding Strategy Inc; share changes are against Q2 2025.

Institutions holding MSTR in Q3 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Pinnacle Wealth Planning Services, Inc.0$00.00%−528−100.0%Sold out
Three Seasons Wealth, LLC0$00.00%−527−100.0%Sold out
Bridgewater Advisors Inc.0$00.00%−536−100.0%Sold out
Dana Investment Advisors, Inc.0$00.00%−523−100.0%Sold out
Global Assets Advisory, LLC0$00.00%−565−100.0%Sold out
Naples Global Advisors, LLC0$00.00%−520−100.0%Sold out
Quartz Partners, LLC0$00.00%−520−100.0%Sold out
Sentry LLC0$00.00%−518−100.0%Sold out
New Insight Wealth Advisors0$00.00%−518−100.0%Sold out
Patton Fund Management, Inc.0$00.00%−517−100.0%Sold out
Canopy Partners, LLC0$00.00%−515−100.0%Sold out
Smith Thornton Advisors LLC0$00.00%−515−100.0%Sold out
Garrett Investment Advisors LLC0$00.00%−510−100.0%Sold out
Second Line Capital, LLC0$00.00%−510−100.0%Sold out
Grandview Asset Management LLC0$00.00%−507−100.0%Sold out
Journey Advisory Group, LLC0$00.00%−503−100.0%Sold out
Ingalls & Snyder LLC0$00.00%−502−100.0%Sold out
Sprott Inc.0$00.00%−502−100.0%Sold out
Whitener Capital Management, Inc.0$00.00%−500−100.0%Sold out
Cary Street Partners Financial LLC0$00.00%−500−100.0%Sold out
Roundview Capital LLC0$00.00%−500−100.0%Sold out
Oarsman Capital, Inc.0$00.00%−500−100.0%Sold out
B&D White Capital Company, LLC0$00.00%−500−100.0%Sold out
Sara-Bay Financial0$00.00%−500−100.0%Sold out
Triglav Skladi, D.O.O.0$00.00%−500−100.0%Sold out
SAM Advisors, LLC0$00.00%−496−100.0%Sold out
Patriot Financial Group Insurance Agency, LLC0$00.00%−496−100.0%Sold out
GeoWealth Management, LLC0$00.00%−376−100.0%Sold out
Riggs Asset Managment Co. Inc.0$00.00%−351−100.0%Sold out
Eq Wealth Advisors, LLC0$00.00%−307−100.0%Sold out
Jackson Square Capital, LLC0$00.00%−283−100.0%Sold out
Harel Insurance Investments & Financial Services Ltd.0$00.00%−263−100.0%Sold out
Thurston, Springer, Miller, Herd & Titak, Inc.0$00.00%−231−100.0%Sold out
Mount Yale Investment Advisors, LLC0$00.00%−227−100.0%Sold out
Private Wealth Asset Management, LLC0$00.00%−195−100.0%Sold out
Strengthening Families & Communities, LLC0$00.00%−251−100.0%Sold out
Opal Wealth Advisors, LLC0$00.00%−157−100.0%Sold out
DT Investment Partners, LLC0$00.00%−130−100.0%Sold out
V-Square Quantitative Management LLC0$00.00%−126−100.0%Sold out
Sierra Ocean, LLC0$00.00%−107−100.0%Sold out
Montag A & Associates Inc0$00.00%−105−100.0%Sold out
Garde Capital, Inc.0$00.00%−100−100.0%Sold out
Boreal Capital Management LLC0$00.00%−100−100.0%Sold out
Maseco LLP0$00.00%−90−100.0%Sold out
Transce3nd, LLC0$00.00%−87−100.0%Sold out
CarsonAllaria Wealth Management, Ltd.0$00.00%−63−100.0%Sold out
LRI Investments, LLC0$00.00%−51−100.0%Sold out
Eisler Capital Management Ltd.0$00.00%−50−100.0%Sold out
Briaud Financial Planning, Inc0$00.00%−44−100.0%Sold out
United Community Bank0$00.00%−40−100.0%Sold out
Delos Wealth Advisors, LLC0$00.00%−20−100.0%Sold out
Decker Retirement Planning Inc.0$00.00%−20−100.0%Sold out
Cary Street Partner Investment Advisory LLC0$00.00%−19−100.0%Sold out
Twin Peaks Wealth Advisors, LLC0$00.00%−15−100.0%Sold out
WealthTrak Capital Management LLC0$00.00%−13−100.0%Sold out
Red Tortoise LLC0$00.00%−9−100.0%Sold out
Pineridge Advisors LLC0$00.00%−7−100.0%Sold out
Whipplewood Advisors, LLC0$00.00%−6−100.0%Sold out
ZRC Wealth Management, LLC0$00.00%−4−100.0%Sold out
Jones Financial Companies LLLP0$00.00%−4−100.0%Sold out
Stephens Consulting, LLC0$00.00%−3−100.0%Sold out
Marshall & Sterling Wealth Advisors Inc.0$00.00%−3−100.0%Sold out
Migdal Insurance & Financial Holdings Ltd.0$00.00%−2−100.0%Sold out
Clear Street LLC––––Not filed
Norges Bank––––Not filed
Avantax Advisory Services, Inc.––––Not filed
CIBC World Markets Corp––––Not filed
Clarity Capital Partners LLC––––Not filed
Belmont Capital, LLC––––Not filed
Legacy Investment Solutions, LLC––––Not filed
Atria Wealth Solutions, Inc.––––Not filed
E Fund Management Co., Ltd.––––Not filed
Good Life Advisors, LLC––––Not filed
EP Wealth Advisors, LLC––––Not filed
SRN Advisors, LLC––––Not filed
Smith Anglin Financial, LLC––––Not filed
Congress Wealth Management LLC––––Not filed
Wellington Capital Management, Inc.––––Not filed
Graypoint LLC––––Not filed
Foguth Wealth Management, LLC.––––Not filed
First Horizon Advisors, Inc.––––Not filed
Semmax Financial Advisors Inc.––––Not filed
Safe Harbor Fiduciary, LLC––––Not filed
Parkworth Wealth Management, Inc.––––Not filed
PrairieView Partners, LLC––––Not filed