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 |
|---|---|---|---|---|---|
| Harbour Investments, Inc. | 3,676 | $1.18M | 0.03% | −635−14.7% | Reduced |
| HB Wealth Management, LLC | 3,649 | $1.18M | 0.01% | +588+19.2% | Added |
| Soltis Investment Advisors LLC | 3,629 | $1.17M | 0.08% | +2,767+321.0% | Added |
| Howard Capital Management Inc. | 3,584 | $1.15M | 0.02% | +3,584 | New |
| Meeder Advisory Services, Inc. | 3,545 | $1.14M | 0.05% | +62+1.8% | Added |
| Pennsylvania Capital Management Inc | 3,441 | $1.11M | 0.32% | +2+0.1% | Added |
| Yousif Capital Management, LLC | 3,430 | $1.11M | 0.01% | +320+10.3% | Added |
| Valeo Financial Advisors, LLC | 3,426 | $1.10M | 0.03% | −73−2.1% | Reduced |
| AXS Investments LLC | 3,413 | $1.10M | 0.35% | +137+4.2% | Added |
| Capital Group Private Client Services, Inc. | 3,317 | $1.07M | 0.02% | −11,442−77.5% | Reduced |
| Lauer Wealth, LLC | 3,575 | $1.06M | 0.78% | +1,865+109.1% | Added |
| Ritholtz Wealth Management | 3,286 | $1.06M | 0.02% | +1,499+83.9% | Added |
| Raiffeisen Bank International AG | 3,238 | $1.06M | 0.01% | +2,038+169.8% | Added |
| Summit Trail Advisors, LLC | 3,261 | $1.05M | 0.01% | +327+11.1% | Added |
| Convergence Financial, LLC | 3,260 | $1.05M | 0.16% | +101+3.2% | Added |
| Bellecapital International Ltd. | 3,240 | $1.04M | 0.17% | +332+11.4% | Added |
| Vise Technologies, Inc. | 3,212 | $1.03M | 0.04% | −119−3.6% | Reduced |
| Masso Torrence Wealth Management Inc. | 3,210 | $1.03M | 0.43% | −100−3.0% | Reduced |
| Glenmede Investment Management, LP | 3,210 | $1.03M | 0.00% | −51−1.6% | Reduced |
| Tradition Wealth Management, LLC | 3,186 | $1.03M | 0.08% | +66+2.1% | Added |
| PFG Investments, LLC | 3,180 | $1.02M | 0.05% | +556+21.2% | Added |
| Means Investment Co., Inc. | 3,168 | $1.02M | 0.09% | −22−0.7% | Reduced |
| STF Management LP | 3,132 | $1.01M | 0.37% | +30+1.0% | Added |
| Parallel Advisors, LLC | 3,123 | $1.01M | 0.02% | −908−22.5% | Reduced |
| Farrell Financial LLC | 3,100 | $998.9K | 0.63% | 00.0% | Unchanged |
| III Capital Management | 3,100 | $998.9K | 0.24% | +2,510+425.4% | Added |
| Synergy Financial Management, LLC | 2,704 | $987.2K | 0.04% | +1,997+282.5% | Added |
| Peapack Gladstone Financial Corp | 3,055 | $984.0K | 0.01% | 00.0% | Unchanged |
| Savvy Advisors, Inc. | 3,010 | $970.0K | 0.04% | +278+10.2% | Added |
| Alphadyne Asset Management LP | 2,999 | $966.3K | 0.65% | +2,999 | New |
| Close Asset Management Ltd | 2,996 | $965.0K | 0.02% | −96−3.1% | Reduced |
| Nwam LLC | 3,029 | $956.4K | 0.05% | −213−6.6% | Reduced |
| BluePath Capital Management, LLC | 2,968 | $956.3K | 0.70% | +373+14.4% | Added |
| Matauro, LLC | 2,950 | $950.6K | 0.15% | −98−3.2% | Reduced |
| Capital Group Investment Management Pte. Ltd. | 2,943 | $948.3K | 0.16% | 00.0% | Unchanged |
| Monograph Wealth Advisors, LLC | 2,936 | $946.1K | 0.10% | −5,019−63.1% | Reduced |
| AE Wealth Management LLC | 2,904 | $935.6K | 0.01% | −9,298−76.2% | Reduced |
| Fifth Third Bancorp | 2,901 | $934.7K | 0.00% | −3,620−55.5% | Reduced |
| Belpointe Asset Management LLC | 2,894 | $932.5K | 0.04% | +320+12.4% | Added |
| Garden State Investment Advisory Services LLC | 2,865 | $923.1K | 0.23% | 00.0% | Unchanged |
| TCG Advisory Services, LLC | 2,861 | $921.8K | 0.03% | −484−14.5% | Reduced |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 2,861 | $921.8K | 0.05% | +1,243+76.8% | Added |
| Shell Asset Management Co | 2,848 | $918.0K | 0.09% | +268+10.4% | Added |
| Baader Bank INC | 4,604 | $917.1K | 0.08% | +4,604 | New |
| U.S. Capital Wealth Advisors, LLC | 2,844 | $916.4K | 0.02% | +649+29.6% | Added |
| Am Investment Strategies LLC | 2,842 | $916.0K | 0.20% | +1,408+98.2% | Added |
| IFP Advisors, Inc | 2,838 | $914.4K | 0.02% | −2,067−42.1% | Reduced |
| DecisionMap Wealth Management, LLC | 2,826 | $910.6K | 0.58% | −13−0.5% | Reduced |
| Massmutual Trust Co FSB | 2,822 | $909.3K | 0.02% | +24+0.9% | Added |
| Syntegra Private Wealth Group, LLC | 2,821 | $909.0K | 0.09% | +204+7.8% | Added |
| Woodward Diversified Capital, LLC | 2,817 | $907.7K | 0.42% | +924+48.8% | Added |
| Allworth Financial LP | 2,807 | $904.6K | 0.00% | +103+3.8% | Added |
| Caisse des Depots Et Consignations | 2,779 | $895.4K | 0.04% | +2,779 | New |
| Van Hulzen Asset Management, LLC | 2,778 | $895.1K | 0.07% | +150+5.7% | Added |
| Unique Wealth Strategies, LLC | 2,770 | $892.5K | 0.35% | +100+3.7% | Added |
| MBL Wealth, LLC | 2,743 | $883.8K | 0.08% | +1,916+231.7% | Added |
| Gsa Capital Partners LLP | 2,734 | $881.0K | 0.07% | −3,996−59.4% | Reduced |
| Allegheny Financial Group LTD | 2,693 | $867.8K | 0.16% | +661+32.5% | Added |
| Curran Financial Partners, LLC | 2,685 | $865.1K | 0.17% | +5+0.2% | Added |
| Trifecta Capital Advisors, LLC | 2,660 | $857.1K | 0.13% | +2,660 | New |
| Prospect Financial Services LLC | 2,658 | $856.4K | 0.49% | +1,148+76.0% | Added |
| Canal Capital Management, LLC | 2,651 | $854.2K | 0.13% | +225+9.3% | Added |
| Ausdal Financial Partners, Inc. | 2,618 | $843.5K | 0.04% | −49−1.8% | Reduced |
| Rahlfs Capital, LLC | 2,610 | $841.0K | 0.67% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 2,539 | $839.9K | 0.09% | +20+0.8% | Added |
| Cigna Investments Inc | 2,589 | $834.0K | 0.12% | +123+5.0% | Added |
| Investment Partners Asset Management, Inc. | 2,559 | $824.5K | 0.54% | 00.0% | Unchanged |
| Rothschild Investment LLC | 2,554 | $822.9K | 0.05% | +41+1.6% | Added |
| NVWM, LLC | 2,536 | $817.1K | 0.18% | −17−0.7% | Reduced |
| National Wealth Management Group, LLC | 2,528 | $814.5K | 0.31% | +2,528 | New |
| Venture Visionary Partners LLC | 2,521 | $812.3K | 0.03% | −1,008−28.6% | Reduced |
| Everhart Financial Group, Inc. | 2,520 | $812.0K | 0.08% | −42−1.6% | Reduced |
| Johnson Investment Counsel Inc | 2,520 | $812.0K | 0.01% | +1,178+87.8% | Added |
| Dimensional Fund Advisors LP | 2,513 | $809.5K | 0.00% | +446+21.6% | Added |
| Plancorp, LLC | 2,478 | $798.4K | 0.03% | −10.0% | Reduced |
| Kiker Wealth Management, LLC | 2,469 | $795.5K | 0.40% | +27+1.1% | Added |
| Institute for Wealth Management, LLC. | 2,427 | $782.0K | 0.08% | +985+68.3% | Added |
| Modern Wealth Management, LLC | 2,404 | $774.6K | 0.02% | +1,774+281.6% | Added |
| Icapital Wealth LLC | 2,400 | $773.3K | 0.42% | +1,009+72.5% | Added |
| LaSalle St. Investment Advisors, LLC | 2,341 | $754.0K | 0.14% | +2,341 | New |
| BridgePort Financial Solutions, LLC | 2,330 | $750.7K | 0.20% | 00.0% | Unchanged |
| Bokf, NA | 2,323 | $748.5K | 0.01% | −5−0.2% | Reduced |
| Key Client Fiduciary Advisors, LLC | 2,297 | $740.1K | 0.25% | +185+8.8% | Added |
| CoreCap Advisors, LLC | 2,290 | $737.9K | 0.03% | +879+62.3% | Added |
| Ethos Financial Group, LLC | 2,280 | $734.6K | 0.06% | −256−10.1% | Reduced |
| Wealthedge Investment Advisors, LLC | 2,269 | $731.1K | 0.28% | +2,269 | New |
| ING Groep NV | 2,229 | $718.2K | 0.00% | +2,229 | New |
| D.A. Davidson & Co. | 2,213 | $713.1K | 0.00% | −10−0.4% | Reduced |
| Coldstream Capital Management Inc | 2,199 | $708.4K | 0.01% | +462+26.6% | Added |
| Capital Advisors Inc | 2,176 | $701.1K | 0.01% | −172−7.3% | Reduced |
| Wick Capital Partners, LLC | 2,171 | $699.5K | 0.17% | −6,002−73.4% | Reduced |
| Great Valley Advisor Group, Inc. | 2,169 | $699.0K | 0.01% | +49+2.3% | Added |
| NorthCrest Asset Manangement, LLC | 2,128 | $698.9K | 0.02% | +31+1.5% | Added |
| Greenleaf Trust | 2,157 | $695.0K | 0.01% | −2,639−55.0% | Reduced |
| Advisor OS, LLC | 2,155 | $694.4K | 0.06% | +23+1.1% | Added |
| Sig Brokerage, LP | 2,101 | $677.0K | 0.17% | +2,101 | New |
| Texas Capital Bank Wealth Management Services Inc | 2,097 | $675.7K | 0.06% | +404+23.9% | Added |
| Principal Securities, Inc. | 2,095 | $675.0K | 0.01% | +438+26.4% | Added |
| Empower Advisory Group, LLC | 2,094 | $674.7K | 0.00% | −84−3.9% | Reduced |
| Patient Capital Management, LLC | 2,092 | $674.4K | 0.03% | +2,092 | New |