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 |
|---|---|---|---|---|---|
| AQR Capital Management LLC | 12,520 | $4.03M | 0.00% | −10,049−44.5% | Reduced |
| Perigon Wealth Management, LLC | 12,349 | $3.98M | 0.08% | +1,124+10.0% | Added |
| Federation des caisses Desjardins du Quebec | 12,272 | $3.95M | 0.02% | +1,417+13.1% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 12,263 | $3.95M | 0.10% | 00.0% | Unchanged |
| Investment Management Corp of Ontario | 12,215 | $3.94M | 0.06% | +6,115+100.2% | Added |
| Stratos Wealth Partners, LTD. | 12,158 | $3.92M | 0.05% | +1,049+9.4% | Added |
| Capital International Inc | 12,117 | $3.90M | 0.03% | +471+4.0% | Added |
| SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co | 15,265 | $3.85M | 2.74% | +3,668+31.6% | Added |
| CIBC Private Wealth Group, LLC | 11,940 | $3.85M | 0.01% | −2,240−15.8% | Reduced |
| Merit Financial Group, LLC | 11,838 | $3.81M | 0.04% | +986+9.1% | Added |
| CI Private Wealth, LLC | 11,804 | $3.80M | 0.01% | −136,250−92.0% | Reduced |
| The PNC Financial Services Group, Inc. | 11,738 | $3.78M | 0.00% | +1,613+15.9% | Added |
| AG2R la Mondiale Gestion D'Actifs | 9,324 | $3.77M | 0.19% | 00.0% | Unchanged |
| Cavalier Investments, LLC | 11,627 | $3.75M | 1.51% | +11,627 | New |
| M&T Bank Corp | 11,565 | $3.73M | 0.01% | −2,574−18.2% | Reduced |
| Point72 (DIFC) Ltd | 11,452 | $3.69M | 0.26% | +11,452 | New |
| Allianz Asset Management GmbH | 11,433 | $3.68M | 0.00% | +695+6.5% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 11,270 | $3.63M | 0.56% | +11,270 | New |
| Spire Wealth Management | 11,038 | $3.56M | 0.12% | −767−6.5% | Reduced |
| Argent Advisors, Inc. | 11,000 | $3.54M | 1.05% | −4,000−26.7% | Reduced |
| Wedbush Securities Inc | 10,932 | $3.52M | 0.12% | +745+7.3% | Added |
| Wellington Management Group LLP | 10,621 | $3.42M | 0.00% | +2,576+32.0% | Added |
| Virtu Financial LLC | 10,342 | $3.33M | 0.19% | +10,342 | New |
| Scotia Capital Inc. | 10,327 | $3.33M | 0.01% | +9,239+849.2% | Added |
| J.W. Cole Advisors, Inc. | 10,179 | $3.28M | 0.06% | −83−0.8% | Reduced |
| Bridgewater Associates, LP | 9,994 | $3.22M | 0.01% | +2,830+39.5% | Added |
| Tred Avon Family Wealth, LLC | 9,768 | $3.15M | 1.08% | +9,768 | New |
| Visionary Wealth Advisors | 9,756 | $3.14M | 0.15% | +238+2.5% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 9,716 | $3.13M | 0.10% | −792−7.5% | Reduced |
| Voya Investment Management LLC | 9,663 | $3.11M | 0.00% | −46,736−82.9% | Reduced |
| Sovran Advisors, LLC | 12,195 | $3.10M | 0.27% | +2,065+20.4% | Added |
| Allstate Corp | 9,590 | $3.09M | 0.07% | +9,590 | New |
| Stratos Wealth Advisors, LLC | 9,576 | $3.09M | 0.15% | +1,020+11.9% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 9,533 | $3.06M | 0.02% | +53+0.6% | Added |
| Dymon Asia Capital (Singapore) Pte. Ltd. | 9,443 | $3.04M | 1.22% | +6,252+195.9% | Added |
| Cerity Partners LLC | 9,444 | $3.04M | 0.00% | −144−1.5% | Reduced |
| JPL Wealth Management, LLC | 9,395 | $3.03M | 0.72% | +9,395 | New |
| Newbridge Financial Services Group, Inc. | 9,248 | $2.98M | 0.45% | +8,475+1,096.4% | Added |
| Axxcess Wealth Management, LLC | 9,216 | $2.97M | 0.06% | +1,056+12.9% | Added |
| Northwestern Mutual Wealth Management Co | 9,204 | $2.97M | 0.00% | +7,093+336.0% | Added |
| B. Metzler seel. Sohn & Co. AG | 9,175 | $2.96M | 0.03% | +457+5.2% | Added |
| Prospera Financial Services Inc | 9,170 | $2.95M | 0.05% | −24,938−73.1% | Reduced |
| Intech Investment Management LLC | 9,054 | $2.92M | 0.03% | −1,029−10.2% | Reduced |
| Tokio Marine Asset Management Co Ltd | 9,005 | $2.90M | 0.10% | +607+7.2% | Added |
| Quantbot Technologies LP | 8,931 | $2.88M | 0.08% | −13,365−59.9% | Reduced |
| RiverFront Investment Group, LLC | 8,810 | $2.84M | 0.05% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 8,802 | $2.84M | 0.09% | +489+5.9% | Added |
| ZEGA Investments, LLC | 8,769 | $2.83M | 0.65% | +3,082+54.2% | Added |
| Assenagon Asset Management S.A. | 8,484 | $2.73M | 0.00% | +1,419+20.1% | Added |
| Marathon Trading Investment Management LLC | 8,380 | $2.70M | 1.14% | −4,986−37.3% | Reduced |
| Comerica Bank | 8,279 | $2.67M | 0.01% | +3,856+87.2% | Added |
| Empowered Funds, LLC | 8,273 | $2.67M | 0.03% | +2,353+39.7% | Added |
| Maridea Wealth Management LLC | 8,959 | $2.66M | 0.41% | +2,176+32.1% | Added |
| GTS Securities LLC | 8,205 | $2.64M | 0.10% | +6,635+422.6% | Added |
| Baird Financial Group, Inc. | 8,154 | $2.63M | 0.00% | −4,294−34.5% | Reduced |
| Geneos Wealth Management Inc. | 7,997 | $2.58M | 0.07% | −504−5.9% | Reduced |
| Wallace Hart LLC | 7,940 | $2.56M | 1.88% | −2,953−27.1% | Reduced |
| Farther Finance Advisors, LLC | 7,804 | $2.51M | 0.04% | +463+6.3% | Added |
| Sepio Capital, LP | 7,697 | $2.48M | 0.15% | +415+5.7% | Added |
| Strategic Advocates LLC | 7,690 | $2.48M | 0.65% | −304−3.8% | Reduced |
| Vivid Wealth Management, LLC | 7,647 | $2.46M | 0.98% | +313+4.3% | Added |
| Norinchukin Bank, The | 7,545 | $2.43M | 0.03% | −25−0.3% | Reduced |
| Ewing Morris & Co. Investment Partners Ltd. | 7,544 | $2.43M | 1.04% | −1,882−20.0% | Reduced |
| Verus Capital Partners, LLC | 7,500 | $2.42M | 0.19% | −371−4.7% | Reduced |
| Sigma Planning Corp | 7,483 | $2.41M | 0.07% | +746+11.1% | Added |
| Legacy Wealth Managment, LLC | 7,482 | $2.41M | 1.09% | +671+9.9% | Added |
| Gladstone Institutional Advisory LLC | 7,429 | $2.39M | 0.09% | −772−9.4% | Reduced |
| Invictus Private Wealth, LLC | 7,415 | $2.39M | 0.15% | +2,225+42.9% | Added |
| Kingsview Wealth Management, LLC | 7,313 | $2.36M | 0.04% | +262+3.7% | Added |
| Lazard Asset Management LLC | 7,284 | $2.35M | 0.00% | +717+10.9% | Added |
| Pensionmark Financial Group, LLC | 7,177 | $2.31M | 0.05% | +498+7.5% | Added |
| Davenport & Co LLC | 7,174 | $2.31M | 0.01% | −1,856−20.6% | Reduced |
| Wahed Invest LLC | 7,165 | $2.31M | 0.32% | +375+5.5% | Added |
| Traphagen Investment Advisors LLC | 7,163 | $2.31M | 0.20% | −51−0.7% | Reduced |
| AIA Group Ltd | 7,091 | $2.28M | 0.04% | +1,236+21.1% | Added |
| Partners Wealth Management, LLC | 7,079 | $2.28M | 2.25% | −104−1.4% | Reduced |
| Dynamic Advisor Solutions LLC | 7,032 | $2.27M | 0.07% | +200+2.9% | Added |
| Navellier & Associates Inc | 7,011 | $2.26M | 0.23% | +883+14.4% | Added |
| Signal Advisors Wealth, LLC | 7,008 | $2.26M | 0.20% | +727+11.6% | Added |
| FIL Ltd | 6,975 | $2.25M | 0.00% | +6,063+664.8% | Added |
| China Universal Asset Management Co., Ltd. | 6,967 | $2.24M | 0.19% | +1,205+20.9% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 6,948 | $2.24M | 0.15% | +663+10.5% | Added |
| Neuberger Berman Group LLC | 6,937 | $2.24M | 0.00% | −90,964−92.9% | Reduced |
| Ambassador Advisors, LLC | 6,873 | $2.21M | 0.33% | 00.0% | Unchanged |
| Aptus Capital Advisors, LLC | 6,867 | $2.21M | 0.02% | +6+0.1% | Added |
| Banque Transatlantique SA | 6,515 | $2.21M | 0.05% | −1,772−21.4% | Reduced |
| Sequoia Financial Advisors, LLC | 6,768 | $2.18M | 0.01% | −319−4.5% | Reduced |
| Omers Administration Corp | 6,753 | $2.18M | 0.02% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 6,719 | $2.17M | 0.10% | +877+15.0% | Added |
| 111 Capital | 6,621 | $2.13M | 0.40% | −303−4.4% | Reduced |
| Twin Tree Management, LP | 6,600 | $2.13M | 0.10% | −42,411−86.5% | Reduced |
| Wealthcare Advisory Partners LLC | 6,590 | $2.12M | 0.04% | +538+8.9% | Added |
| BNC Wealth Management, LLC | 6,540 | $2.11M | 0.53% | +612+10.3% | Added |
| Citizens Financial Group Inc | 6,504 | $2.10M | 0.03% | +5,640+652.8% | Added |
| Banque Cantonale Vaudoise | 6,499 | $2.09M | 0.08% | −1,474−18.5% | Reduced |
| Waldron Private Wealth LLC | 6,478 | $2.09M | 0.08% | +244+3.9% | Added |
| Lifeworks Advisors, LLC | 6,435 | $2.07M | 0.28% | −100−1.5% | Reduced |
| Concurrent Investment Advisors, LLC | 6,381 | $2.06M | 0.04% | −3,030−32.2% | Reduced |
| Core Wealth Partners LLC | 6,370 | $2.05M | 0.94% | +260+4.3% | Added |
| Vennlight Capital Management, LP | 6,317 | $2.04M | 2.65% | +6,317 | New |