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 |
|---|---|---|---|---|---|
| Cresset Asset Management, LLC | 30,222 | $9.74M | 0.04% | +1,284+4.4% | Added |
| United Capital Management of KS, Inc. | 29,934 | $9.65M | 1.31% | +665+2.3% | Added |
| Quantinno Capital Management LP | 29,285 | $9.44M | 0.03% | +11,518+64.8% | Added |
| Simplex Trading, LLC | 29,257 | $9.43M | 0.21% | +29,257 | New |
| Pacific Capital Wealth Advisors, Inc | 29,095 | $9.37M | 1.62% | +60.0% | Added |
| Utah Retirement Systems | 28,859 | $9.30M | 0.09% | +2,755+10.6% | Added |
| OP Asset Management Ltd | 27,659 | $8.91M | 0.12% | +1,309+5.0% | Added |
| Swiss Life Asset Management Ltd | 27,547 | $8.88M | 0.05% | +4,009+17.0% | Added |
| Shelton Capital Management | 27,235 | $8.78M | 0.19% | −1,638−5.7% | Reduced |
| Tobam | 27,189 | $8.76M | 3.17% | +13,831+103.5% | Added |
| Nisa Investment Advisors, LLC | 26,759 | $8.62M | 0.03% | +6,154+29.9% | Added |
| Macquarie Group Ltd | 26,360 | $8.49M | 0.01% | +3,814+16.9% | Added |
| Spahn Wealth & Retirement LLC | 19,223 | $8.47M | 5.02% | −766−3.8% | Reduced |
| Walleye Capital LLC | 26,158 | $8.43M | 0.07% | +20,507+362.9% | Added |
| Balyasny Asset Management LLC | 25,444 | $8.20M | 0.02% | +6,544+34.6% | Added |
| Rakuten Securities, Inc. | 25,296 | $8.15M | 3.01% | −2,449−8.8% | Reduced |
| 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 |
| Nordea Investment Management AB | 24,956 | $8.02M | 0.01% | +3,484+16.2% | Added |
| Virginia Retirement Systems Et Al | 24,700 | $7.96M | 0.05% | +1,700+7.4% | Added |
| Golden State Wealth Management, LLC | 24,422 | $7.87M | 0.87% | +4,025+19.7% | Added |
| Lido Advisors, LLC | 22,888 | $7.37M | 0.03% | +17,760+346.3% | Added |
| Capital International Sarl | 22,846 | $7.36M | 0.13% | +643+2.9% | Added |
| ASR Vermogensbeheer N.V. | 22,825 | $7.35M | 0.09% | −83−0.4% | Reduced |
| JustInvest LLC | 22,799 | $7.35M | 0.08% | −97−0.4% | Reduced |
| Sloy Dahl & Holst, LLC | 22,789 | $7.34M | 0.78% | 00.0% | Unchanged |
| Collar Capital Management, LLC | 22,756 | $7.33M | 5.16% | −419−1.8% | Reduced |
| Mackenzie Financial Corp | 22,655 | $7.30M | 0.01% | +2,357+11.6% | Added |
| Envestnet Asset Management Inc | 22,604 | $7.28M | 0.00% | +2,668+13.4% | Added |
| Finer Wealth Management, Inc. | 22,248 | $7.17M | 3.57% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 25,584 | $7.10M | 0.03% | +3,915+18.1% | Added |
| Heritage Investors Management Corp | 21,909 | $7.06M | 0.21% | −106−0.5% | Reduced |
| Prudential PLC | 21,703 | $6.99M | 0.05% | +6,606+43.8% | Added |
| Truist Financial Corp | 21,668 | $6.98M | 0.01% | +3,507+19.3% | Added |
| Catalyst Funds Management Pty Ltd | 21,600 | $6.96M | 1.06% | +21,600 | New |
| Prudential Financial Inc | 21,168 | $6.82M | 0.01% | −1,012−4.6% | Reduced |
| O'Shaughnessy Asset Management, LLC | 21,023 | $6.77M | 0.04% | +3,675+21.2% | Added |
| Oppenheimer & Co Inc | 20,936 | $6.75M | 0.08% | +2,318+12.5% | Added |
| Kestra Private Wealth Services, LLC | 20,810 | $6.71M | 0.09% | +3,686+21.5% | Added |
| Advisory Services Network, LLC | 20,663 | $6.66M | 0.10% | −5,597−21.3% | Reduced |
| Bleakley Financial Group, LLC | 20,164 | $6.50M | 0.15% | −1,620−7.4% | Reduced |
| Titleist Asset Management, LLC | 20,132 | $6.49M | 0.57% | −482−2.3% | Reduced |
| Blair William & Co | 19,975 | $6.44M | 0.02% | +879+4.6% | Added |
| CWM, LLC | 19,858 | $6.40M | 0.02% | +3,217+19.3% | Added |
| Nations Financial Group Inc, | 19,765 | $6.37M | 0.40% | +223+1.1% | Added |
| CAPROCK Group, Inc. | 18,927 | $6.33M | 0.16% | +18,927 | New |
| Louisiana State Employees Retirement System | 19,200 | $6.19M | 0.10% | +600+3.2% | Added |
| Profund Advisors LLC | 19,081 | $6.15M | 0.20% | +202+1.1% | Added |
| CIBC Bancorp USA Inc. | 19,023 | $6.13M | 0.04% | +19,023 | New |
| Janus Henderson Group PLC | 18,922 | $6.10M | 0.00% | +2,800+17.4% | Added |
| Blue Sky Capital Consultants Group, Inc. | 18,597 | $5.99M | 2.63% | +1,346+7.8% | Added |
| Secure Asset Management, LLC | 17,674 | $5.98M | 0.99% | +1,456+9.0% | Added |
| Vienna Asset Management LLC | 18,485 | $5.96M | 3.55% | +15,728+570.5% | Added |
| X-Square Capital, LLC | 18,279 | $5.89M | 1.84% | −6,978−27.6% | Reduced |
| BIT Capital GmbH | 18,125 | $5.84M | 0.27% | +8,596+90.2% | Added |
| HHM Wealth Advisors, LLC | 17,982 | $5.79M | 0.67% | −46−0.3% | Reduced |
| Massar Capital Management, LP | 17,977 | $5.79M | 2.07% | +17,977 | New |
| Park Avenue Securities LLC | 17,871 | $5.76M | 0.04% | +6,378+55.5% | Added |
| Truvestments Capital LLC | 17,709 | $5.71M | 1.03% | +7,661+76.2% | Added |
| Brookstone Capital Management | 17,039 | $5.49M | 0.07% | +1,937+12.8% | Added |
| Sanctuary Advisors, LLC | 16,862 | $5.43M | 0.03% | −858−4.8% | Reduced |
| Capstone Financial Advisors, Inc. | 16,698 | $5.38M | 0.29% | +3,923+30.7% | Added |
| Vontobel Holding Ltd. | 16,606 | $5.35M | 0.02% | +8,559+106.4% | Added |
| Kentucky Retirement Systems | 16,576 | $5.34M | 0.15% | +1,769+11.9% | Added |
| Winton Group Ltd | 16,554 | $5.33M | 0.20% | +16,554 | New |
| Harvest Fund Management Co., Ltd | 16,197 | $5.22M | 0.22% | +1,789+12.4% | Added |
| Beaird Harris Wealth Management, LLC | 16,092 | $5.18M | 0.37% | +320+2.0% | Added |
| Gateway Investment Advisers LLC | 16,060 | $5.17M | 0.05% | +16,060 | New |
| Candriam Luxembourg S.C.A. | 15,922 | $5.13M | 0.03% | −2,196−12.1% | Reduced |
| Coastal Investment Advisors, Inc. | 15,645 | $5.04M | 1.69% | −2,102−11.8% | Reduced |
| Rathbone Brothers plc | 15,523 | $5.00M | 0.02% | +71+0.5% | Added |
| US Bancorp | 15,315 | $4.93M | 0.01% | −69−0.4% | Reduced |
| Miller Value Partners, LLC | 15,250 | $4.91M | 1.81% | 00.0% | Unchanged |
| PKO Investment Management Joint-Stock Co | 15,000 | $4.83M | 0.41% | +5,000+50.0% | Added |
| KPP Advisory Services LLC | 14,915 | $4.81M | 0.71% | +20.0% | Added |
| Global Retirement Partners, LLC | 14,854 | $4.79M | 0.11% | +1,221+9.0% | Added |
| Brinker Capital Investments, LLC | 14,769 | $4.76M | 0.04% | −8,725−37.1% | Reduced |
| Patriot Investment Management Inc. | 14,465 | $4.66M | 0.30% | +2,356+19.5% | Added |
| Western Wealth Management, LLC | 14,426 | $4.65M | 0.25% | +2,971+25.9% | Added |
| CAP Partners, LLC | 14,254 | $4.59M | 2.61% | +3,086+27.6% | Added |
| Bank of Nova Scotia | 13,987 | $4.51M | 0.01% | +4,760+51.6% | Added |
| Manufacturers Life Insurance Company, The | 13,986 | $4.51M | 0.00% | −5,229−27.2% | Reduced |
| Equitable Holdings, Inc. | 13,912 | $4.48M | 0.03% | +2,726+24.4% | Added |
| Steward Partners Investment Advisory, LLC | 13,850 | $4.46M | 0.03% | +114+0.8% | Added |
| Amalgamated Bank | 13,684 | $4.41M | 0.03% | +543+4.1% | Added |
| StoneX Group Inc. | 13,622 | $4.39M | 0.19% | +2,955+27.7% | Added |
| Capital International Ltd | 13,621 | $4.39M | 0.16% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 13,360 | $4.30M | 0.04% | +10,872+437.0% | Added |
| Stevens Capital Management LP | 13,273 | $4.28M | 0.57% | −75,704−85.1% | Reduced |
| Gulf International Bank (UK) Ltd | 13,249 | $4.27M | 0.14% | +475+3.7% | Added |
| Maryland State Retirement & Pension System | 13,168 | $4.24M | 0.09% | +1,028+8.5% | Added |
| Apollon Wealth Management, LLC | 13,089 | $4.22M | 0.08% | +267+2.1% | Added |
| Engineers Gate Manager LP | 13,060 | $4.21M | 0.05% | +8,060+161.2% | Added |
| Sky-Mountain Capital Management, Inc. | 14,907 | $4.19M | 2.92% | −21,522−59.1% | Reduced |
| Correct Capital Wealth Management | 12,842 | $4.14M | 0.76% | −55,879−81.3% | Reduced |
| Chicago Partners Investment Group LLC | 14,524 | $4.13M | 0.11% | +2,771+23.6% | Added |
| Colony Group, LLC | 12,756 | $4.11M | 0.01% | +7,625+148.6% | Added |
| Paradigm Financial Partners, LLC | 12,709 | $4.09M | 0.42% | −946−6.9% | Reduced |
| Ethic Inc. | 12,641 | $4.07M | 0.07% | +9,741+335.9% | Added |
| Captrust Financial Advisors | 12,561 | $4.05M | 0.01% | +2,657+26.8% | Added |