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 |
|---|---|---|---|---|---|
| Public Employees Retirement System of Ohio | 105,464 | $34.0M | 0.11% | +3,584+3.5% | Added |
| Pictet Asset Management Holding SA | 102,578 | $33.1M | 0.03% | +633+0.6% | Added |
| Asset Management One Co.,Ltd. | 101,005 | $32.5M | 0.09% | +523+0.5% | Added |
| Cambridge Investment Research Advisors, Inc. | 100,554 | $32.4M | 0.09% | +342+0.3% | Added |
| KLP Kapitalforvaltning AS | 94,700 | $30.5M | 0.12% | +5,200+5.8% | Added |
| DnB Asset Management AS | 92,101 | $29.7M | 0.11% | +45,927+99.5% | Added |
| State of New Jersey Common Pension Fund D | 91,165 | $29.4M | 0.11% | +7,714+9.2% | Added |
| Strong Tower Advisory Services | 89,981 | $29.0M | 5.49% | −44,094−32.9% | Reduced |
| Handelsbanken Fonder AB | 89,023 | $28.7M | 0.09% | +386+0.4% | Added |
| HighTower Advisors, LLC | 88,849 | $28.6M | 0.03% | +6,185+7.5% | Added |
| Belvedere Trading LLC | 88,649 | $28.6M | 2.29% | −850,502−90.6% | Reduced |
| Raymond James Financial Inc | 88,321 | $28.5M | 0.01% | −11,576−11.6% | Reduced |
| Nomura Asset Management Co Ltd | 87,614 | $28.2M | 0.07% | +3,364+4.0% | Added |
| EULAV Asset Management | 86,500 | $27.9M | 0.65% | +24,000+38.4% | Added |
| Alliancebernstein L.P. | 82,800 | $26.7M | 0.01% | +492+0.6% | Added |
| Rockefeller Capital Management L.P. | 80,414 | $25.9M | 0.05% | +11,166+16.1% | Added |
| Swedbank AB | 79,144 | $25.5M | 0.03% | −293−0.4% | Reduced |
| Resona Asset Management Co.,Ltd. | 78,249 | $25.3M | 0.12% | +335+0.4% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 77,686 | $25.0M | 0.02% | −126,878−62.0% | Reduced |
| Creative Planning | 76,807 | $24.7M | 0.02% | −22,981−23.0% | Reduced |
| Lansforsakringar Fondforvaltning AB (publ) | 76,594 | $24.7M | 0.13% | +1,620+2.2% | Added |
| NEOS Investment Management LLC | 76,287 | $24.6M | 0.18% | +35,169+85.5% | Added |
| Arizona State Retirement System | 76,238 | $24.6M | 0.13% | +3,923+5.4% | Added |
| STRS Ohio | 75,236 | $24.2M | 0.09% | −1,565−2.0% | Reduced |
| Teacher Retirement System of Texas | 73,446 | $23.7M | 0.10% | −1,629−2.2% | Reduced |
| Ameriprise Financial Inc | 73,411 | $23.7M | 0.01% | +13,982+23.5% | Added |
| Kapstone Financial Advisors LLC | 72,006 | $23.2M | 10.93% | +1,521+2.2% | Added |
| Mirae Asset Global Investments Co., Ltd. | 71,800 | $23.1M | 0.07% | +10,727+17.6% | Added |
| Accuvest Global Advisors | 71,783 | $23.1M | 14.42% | −120.0% | Reduced |
| Nissay Asset Management Corp | 68,170 | $22.0M | 0.12% | +4,245+6.6% | Added |
| Generali Asset Management SPA SGR | 67,272 | $21.7M | 0.46% | −534−0.8% | Reduced |
| Citadel Advisors LLC | 66,990 | $21.6M | 0.02% | +54,301+427.9% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 66,089 | $21.3M | 0.05% | −2,264−3.3% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 61,924 | $20.3M | 0.03% | +11,010+21.6% | Added |
| Guggenheim Capital LLC | 62,642 | $20.2M | 0.15% | +2,442+4.1% | Added |
| Brevan Howard Capital Management LP | 62,129 | $20.0M | 0.29% | −12,987−17.3% | Reduced |
| Group One Trading, L.P. | 59,180 | $19.1M | 0.57% | −98,166−62.4% | Reduced |
| MML Investors Services, LLC | 59,154 | $19.1M | 0.05% | +10,444+21.4% | Added |
| Mercer Global Advisors Inc | 58,784 | $18.9M | 0.03% | +58,784 | New |
| BI Asset Management Fondsmaeglerselskab A/S | 57,620 | $18.6M | 0.17% | +2,219+4.0% | Added |
| Private Advisor Group, LLC | 57,439 | $18.5M | 0.09% | +15,982+38.6% | Added |
| Toronto Dominion Bank | 61,152 | $18.5M | 0.04% | −2,912−4.5% | Reduced |
| Tudor Investment Corp Et Al | 56,355 | $18.2M | 0.12% | +18,982+50.8% | Added |
| Cubist Systematic Strategies, LLC | 56,336 | $18.2M | 0.26% | +47,634+547.4% | Added |
| Forsta Ap-Fonden | 56,300 | $18.1M | 0.11% | +5,900+11.7% | Added |
| Kestra Advisory Services, LLC | 55,731 | $18.0M | 0.08% | −3,436−5.8% | Reduced |
| CIBC Asset Management Inc | 55,579 | $17.9M | 0.05% | +2,078+3.9% | Added |
| Optiver Holding B.V. | 54,834 | $17.7M | 0.29% | +54,834 | New |
| Credit Agricole S A | 53,882 | $17.4M | 0.06% | +53,882 | New |
| D. E. Shaw & Co., Inc. | 53,780 | $17.3M | 0.01% | −26,363−32.9% | Reduced |
| Wealthfront Advisers LLC | 53,558 | $17.3M | 0.04% | −2,056−3.7% | Reduced |
| Standard Life Aberdeen plc | 53,541 | $17.0M | 0.03% | +15,765+41.7% | Added |
| Independent Advisor Alliance | 52,753 | $17.0M | 0.44% | −4,073−7.2% | Reduced |
| GWM Advisors LLC | 52,431 | $16.7M | 0.08% | +2,564+5.1% | Added |
| GF Fund Management Co. Ltd. | 50,570 | $16.3M | 0.30% | −190.0% | Reduced |
| Madden Securities Corp | 50,041 | $16.1M | 4.93% | +745+1.5% | Added |
| Compass Ion Advisors, LLC | 50,005 | $16.1M | 1.55% | −243−0.5% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 49,417 | $15.9M | 0.06% | −1,566−3.1% | Reduced |
| Leonteq Securities AG | 48,726 | $15.7M | 0.84% | +23,427+92.6% | Added |
| IFM Investors Pty Ltd | 50,046 | $15.5M | 0.14% | +2,349+4.9% | Added |
| Franklin Resources Inc | 47,205 | $15.2M | 0.00% | +16,776+55.1% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 46,828 | $15.1M | 0.12% | +8,952+23.6% | Added |
| SEI Investments Co | 45,414 | $14.6M | 0.02% | +5,509+13.8% | Added |
| Mn Services Vermogensbeheer B.V. | 45,000 | $14.5M | 0.09% | −47,500−51.4% | Reduced |
| Daiwa Securities Group Inc. | 43,663 | $14.5M | 0.05% | −10,773−19.8% | Reduced |
| Capital Wealth Alliance, LLC | 44,700 | $14.4M | 7.16% | +609+1.4% | Added |
| Fiduciary Alliance LLC | 44,445 | $14.3M | 0.96% | −473−1.1% | Reduced |
| Public Sector Pension Investment Board | 43,000 | $13.9M | 0.05% | +43,000 | New |
| Police & Firemen's Retirement System of New Jersey | 42,611 | $13.7M | 0.11% | +4,679+12.3% | Added |
| Ensign Peak Advisors, Inc | 42,509 | $13.7M | 0.02% | +9,548+29.0% | Added |
| Consolidated Portfolio Review Corp | 42,098 | $13.6M | 1.70% | −434−1.0% | Reduced |
| Kingswood Wealth Advisors, LLC | 41,017 | $13.2M | 0.80% | +3,403+9.0% | Added |
| USS Investment Management Ltd | 40,953 | $13.2M | 0.06% | 00.0% | Unchanged |
| CIBC World Markets Inc. | 40,926 | $13.2M | 0.03% | +6,912+20.3% | Added |
| Acorn Financial Advisory Services Inc | 40,873 | $13.2M | 2.02% | −1,445−3.4% | Reduced |
| QRG Capital Management, Inc. | 40,688 | $13.1M | 0.16% | +28,345+229.6% | Added |
| Vista Investment Partners II, LLC | 39,532 | $12.7M | 5.94% | +659+1.7% | Added |
| Independent Financial Group, LLC | 39,399 | $12.7M | 0.30% | −7,002−15.1% | Reduced |
| Moors & Cabot, Inc. | 39,265 | $12.7M | 0.55% | +45+0.1% | Added |
| Capital Fund Management S.A. | 39,161 | $12.6M | 0.13% | −1,500−3.7% | Reduced |
| Erste Asset Management GmbH | 37,699 | $12.3M | 0.12% | +10,699+39.6% | Added |
| Varma Mutual Pension Insurance Co | 38,100 | $12.3M | 0.08% | +3,000+8.5% | Added |
| Teamwork Financial Advisors, LLC | 37,733 | $12.2M | 1.32% | +30,865+449.4% | Added |
| British Columbia Investment Management Corp | 37,585 | $12.1M | 0.07% | −1,357−3.5% | Reduced |
| AXA Investment Managers S.A. | 37,147 | $12.0M | 0.03% | +37,147 | New |
| American Century Companies Inc | 36,453 | $11.7M | 0.01% | +2,526+7.4% | Added |
| Russell Investments Group, Ltd. | 36,152 | $11.7M | 0.01% | +53+0.1% | Added |
| Rafferty Asset Management, LLC | 35,512 | $11.4M | 0.04% | +3,163+9.8% | Added |
| EverSource Wealth Advisors, LLC | 35,336 | $11.4M | 0.45% | +2,645+8.1% | Added |
| Public Employees Retirement Association of Colorado | 33,753 | $10.9M | 0.04% | +1,044+3.2% | Added |
| Pacer Advisors, Inc. | 33,136 | $10.7M | 0.03% | +9,758+41.7% | Added |
| SBI Securities Co., Ltd. | 32,877 | $10.6M | 0.27% | −1,184−3.5% | Reduced |
| Janney Montgomery Scott LLC | 32,848 | $10.6M | 0.03% | +4,387+15.4% | Added |
| Summit Financial, LLC | 32,296 | $10.4M | 0.16% | +28,714+801.6% | Added |
| RFG Advisory, LLC | 31,809 | $10.2M | 0.21% | +31,171+4,885.7% | Added |
| Elequin Capital LP | 30,794 | $9.92M | 0.85% | +17,683+134.9% | Added |
| Xponance, Inc. | 30,753 | $9.91M | 0.08% | +2,505+8.9% | Added |
| IHT Wealth Management, LLC | 30,569 | $9.85M | 0.25% | +1,821+6.3% | Added |
| iA Global Asset Management Inc. | 30,559 | $9.85M | 0.13% | +2,453+8.7% | Added |
| Man Group plc | 30,347 | $9.78M | 0.02% | −11,609−27.7% | Reduced |