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 |
|---|---|---|---|---|---|
| Pinnacle Wealth Management, LLC | 6,242 | $2.01M | 1.36% | −421−6.3% | Reduced |
| QTR Family Wealth, LLC | 6,113 | $1.97M | 0.93% | +296+5.1% | Added |
| APG Asset Management US Inc. | 5,761 | $1.95M | 0.01% | 00.0% | Unchanged |
| CTC Alternative Strategies, Ltd. | 5,992 | $1.93M | 3.22% | −5,757−49.0% | Reduced |
| Principal Financial Group Inc | 5,970 | $1.92M | 0.00% | −32,957−84.7% | Reduced |
| Hilltop Holdings Inc. | 5,879 | $1.89M | 0.10% | +1,903+47.9% | Added |
| KG&L Capital Management,LLC | 5,825 | $1.88M | 0.52% | +4,928+549.4% | Added |
| Farringdon Capital, Ltd. | 5,819 | $1.87M | 0.48% | +5,819 | New |
| Fiduciary Trust Co | 5,792 | $1.87M | 0.02% | −15−0.3% | Reduced |
| Everence Capital Management Inc | 5,763 | $1.86M | 0.11% | −127−2.2% | Reduced |
| Strive Asset Management, LLC | 5,723 | $1.84M | 1.00% | −17,426−75.3% | Reduced |
| RSM US Wealth Management LLC | 5,700 | $1.84M | 0.02% | +3,140+122.7% | Added |
| Arkadios Wealth Advisors | 5,665 | $1.83M | 0.04% | +185+3.4% | Added |
| Comprehensive Financial Consultants Institutional, Inc. | 5,614 | $1.81M | 0.56% | +6+0.1% | Added |
| Wiley Bros.-Aintree Capital, LLC | 5,542 | $1.79M | 0.01% | +921+19.9% | Added |
| Covenant Asset Management, LLC | 5,500 | $1.77M | 0.33% | 00.0% | Unchanged |
| Evergreen Wealth Solutions, LLC | 5,443 | $1.75M | 0.99% | 00.0% | Unchanged |
| MAI Capital Management | 5,426 | $1.75M | 0.01% | +175+3.3% | Added |
| AdvisorNet Financial, Inc | 5,400 | $1.74M | 0.10% | −867−13.8% | Reduced |
| Keebeck Wealth Management, LLC | 5,352 | $1.72M | 0.20% | +369+7.4% | Added |
| Kovitz Investment Group Partners, LLC | 5,345 | $1.72M | 0.01% | +1,595+42.5% | Added |
| Northeast Financial Group, Inc. | 5,300 | $1.71M | 0.43% | +1,800+51.4% | Added |
| Western Financial Corp | 5,271 | $1.70M | 0.74% | −1,845−25.9% | Reduced |
| Perennial Investment Advisors, LLC | 5,240 | $1.69M | 0.14% | −942−15.2% | Reduced |
| Salem Investment Counselors Inc | 5,236 | $1.69M | 0.05% | −15−0.3% | Reduced |
| Hartline Investment Corp | 5,212 | $1.68M | 0.17% | −2,950−36.1% | Reduced |
| Maripau Wealth Management LLC | 5,209 | $1.68M | 0.84% | +75+1.5% | Added |
| Verition Fund Management LLC | 5,191 | $1.67M | 0.01% | +1,170+29.1% | Added |
| HighPoint Advisor Group LLC | 5,181 | $1.67M | 0.08% | +141+2.8% | Added |
| Beacon Capital Management, LLC | 5,167 | $1.66M | 0.24% | −9−0.2% | Reduced |
| Sterling Investment Advisors, Ltd. | 5,157 | $1.66M | 0.32% | 00.0% | Unchanged |
| Chokshi & Queen Wealth Advisors, Inc | 5,150 | $1.66M | 0.88% | +1,200+30.4% | Added |
| Oxler Private Wealth LLC | 5,117 | $1.65M | 0.48% | +1,317+34.7% | Added |
| Thrivent Financial for Lutherans | 5,096 | $1.64M | 0.00% | −2,849−35.9% | Reduced |
| Vestcor Inc | 5,097 | $1.64M | 0.05% | 00.0% | Unchanged |
| MetLife Investment Management | 5,095 | $1.64M | 0.01% | +304+6.3% | Added |
| LCM Capital Management Inc | 5,091 | $1.64M | 0.79% | +450+9.7% | Added |
| Siemens Fonds Invest GmbH | 5,057 | $1.63M | 0.09% | +163+3.3% | Added |
| National Asset Management, Inc. | 5,022 | $1.62M | 0.08% | +107+2.2% | Added |
| Silvercrest Asset Management Group LLC | 4,995 | $1.61M | 0.01% | 00.0% | Unchanged |
| Csenge Advisory Group | 4,987 | $1.61M | 0.08% | −1,704−25.5% | Reduced |
| Gilman Hill Asset Management, LLC | 4,978 | $1.60M | 0.25% | +173+3.6% | Added |
| Integrated Wealth Concepts LLC | 4,943 | $1.59M | 0.01% | +435+9.6% | Added |
| Harfst & Associates, Inc. | 4,903 | $1.58M | 0.29% | +103+2.1% | Added |
| MTM Investment Management, LLC | 4,847 | $1.56M | 0.50% | −5,066−51.1% | Reduced |
| Pinnacle Associates Ltd | 4,805 | $1.55M | 0.02% | −80−1.6% | Reduced |
| VestGen Advisors, LLC | 4,799 | $1.55M | 0.05% | −1,986−29.3% | Reduced |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 4,766 | $1.54M | 2.25% | +4,766 | New |
| Prime Capital Investment Advisors, LLC | 4,764 | $1.53M | 0.02% | +843+21.5% | Added |
| Simplicity Wealth,LLC | 4,754 | $1.53M | 0.09% | −3,878−44.9% | Reduced |
| Evexia Wealth LLC | 4,784 | $1.51M | 0.45% | +456+10.5% | Added |
| Metis Global Partners, LLC | 4,675 | $1.51M | 0.04% | −24−0.5% | Reduced |
| Disciplined Investors, L.L.C. | 4,670 | $1.50M | 1.07% | +150+3.3% | Added |
| Beacon Pointe Advisors, LLC | 4,566 | $1.47M | 0.01% | −655−12.5% | Reduced |
| Tower Research Capital LLC (TRC) | 4,492 | $1.45M | 0.04% | −18,117−80.1% | Reduced |
| Keybank National Association | 4,460 | $1.44M | 0.01% | +100+2.3% | Added |
| Paul Damon & Associates, Inc. | 4,440 | $1.43M | 0.68% | −219−4.7% | Reduced |
| Blueshift Asset Management, LLC | 4,427 | $1.43M | 0.44% | +4,427 | New |
| Ameritas Advisory Services, LLC | 4,408 | $1.42M | 0.09% | +3,849+688.6% | Added |
| United Capital Financial Advisers, LLC | 4,399 | $1.42M | 0.01% | +642+17.1% | Added |
| Pine Valley Investments Ltd Liability Co | 4,367 | $1.41M | 0.07% | +788+22.0% | Added |
| Change Path, LLC | 4,360 | $1.40M | 0.03% | −1,311−23.1% | Reduced |
| Abound Financial, LLC | 4,356 | $1.40M | 0.56% | −673−13.4% | Reduced |
| Great Lakes Advisors, LLC | 4,352 | $1.40M | 0.01% | −3,940−47.5% | Reduced |
| Aviso Wealth Management | 4,330 | $1.40M | 0.61% | 00.0% | Unchanged |
| Sage Mountain Advisors LLC | 4,310 | $1.39M | 0.08% | +1,103+34.4% | Added |
| Chesapeake Capital Corp | 4,307 | $1.39M | 1.25% | +4,307 | New |
| UniSuper Management Pty Ltd | 4,300 | $1.39M | 0.01% | 00.0% | Unchanged |
| Polianta Ltd | 4,300 | $1.39M | 0.57% | +900+26.5% | Added |
| APG Asset Management N.V. | 5,050 | $1.38M | 0.00% | +518+11.4% | Added |
| NorthRock Partners, LLC | 4,295 | $1.38M | 0.03% | +4,295 | New |
| Larson Financial Group LLC | 4,273 | $1.38M | 0.05% | +658+18.2% | Added |
| Warren Averett Asset Management, LLC | 4,256 | $1.37M | 0.01% | −152−3.4% | Reduced |
| Traynor Capital Management, Inc. | 4,253 | $1.37M | 0.08% | −168−3.8% | Reduced |
| Arete Wealth Advisors, LLC | 4,227 | $1.36M | 0.09% | −913−17.8% | Reduced |
| Sterling Financial Group, Inc. | 4,227 | $1.36M | 0.43% | +621+17.2% | Added |
| Stonegate Investment Group, LLC | 4,201 | $1.35M | 0.03% | +16+0.4% | Added |
| Sowell Financial Services LLC | 4,194 | $1.35M | 0.05% | +42+1.0% | Added |
| Wedmont Private Capital | 4,113 | $1.35M | 0.05% | +577+16.3% | Added |
| Independent Family Office, LLC | 4,100 | $1.32M | 0.56% | 00.0% | Unchanged |
| Bonfire Financial | 4,067 | $1.31M | 1.01% | +91+2.3% | Added |
| ICICI Prudential Asset Management Co Ltd | 4,053 | $1.31M | 0.14% | +873+27.5% | Added |
| Cyndeo Wealth Partners, LLC | 4,045 | $1.30M | 0.07% | −2,892−41.7% | Reduced |
| Central Trust Co | 4,025 | $1.30M | 0.03% | +2,525+168.3% | Added |
| Commerce Bank | 3,996 | $1.29M | 0.01% | +97+2.5% | Added |
| Integrity Alliance, LLC. | 3,988 | $1.28M | 0.06% | −98−2.4% | Reduced |
| First Foundation Advisors | 3,974 | $1.28M | 0.05% | +37+0.9% | Added |
| Insigneo Advisory Services, LLC | 3,925 | $1.26M | 0.09% | −728−15.6% | Reduced |
| Brand Asset Management Group, Inc. | 3,924 | $1.26M | 0.36% | +3,924 | New |
| Azzad Asset Management Inc | 3,898 | $1.26M | 0.12% | +146+3.9% | Added |
| United Asset Strategies, Inc. | 3,885 | $1.25M | 0.10% | +2,305+145.9% | Added |
| Magnus Financial Group LLC | 3,880 | $1.25M | 0.10% | +220+6.0% | Added |
| Callan Family Office, LLC | 3,854 | $1.24M | 0.04% | +38+1.0% | Added |
| Ieq Capital, LLC | 3,797 | $1.22M | 0.00% | +3,298+660.9% | Added |
| Signaturefd, LLC | 3,779 | $1.22M | 0.02% | −420−10.0% | Reduced |
| Ballentine Partners, LLC | 3,774 | $1.22M | 0.02% | −176−4.5% | Reduced |
| Fort Point Capital Partners LLC | 3,766 | $1.21M | 0.16% | −653−14.8% | Reduced |
| Client 1st Advisory Group, LLC | 3,745 | $1.21M | 0.40% | +1,777+90.3% | Added |
| Fieldview Capital Management, LLC | 3,704 | $1.19M | 0.20% | +3,704 | New |
| Allianz SE | 3,700 | $1.19M | 0.03% | +2,510+210.9% | Added |