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 |
|---|---|---|---|---|---|
| Grimes & Company, Inc. | 2,082 | $670.7K | 0.02% | +1,505+260.8% | Added |
| Mesirow Financial Investment Management, Inc. | 2,073 | $667.9K | 0.01% | +73+3.7% | Added |
| We Are One Seven, LLC | 2,070 | $667.0K | 0.02% | +811+64.4% | Added |
| Picton Mahoney Asset Management | 2,069 | $666.0K | 0.01% | +2,069 | New |
| Krilogy Financial LLC | 2,609 | $665.3K | 0.02% | +2,609 | New |
| Crossmark Global Holdings, Inc. | 2,058 | $663.1K | 0.01% | +136+7.1% | Added |
| Oak Thistle LLC | 2,040 | $657.3K | 0.10% | −646−24.1% | Reduced |
| Ionic Capital Management LLC | 2,002 | $645.1K | 0.72% | +1,070+114.8% | Added |
| American Asset Management Inc. | 2,000 | $644.4K | 0.58% | 00.0% | Unchanged |
| LongView Wealth Management | 2,000 | $644.4K | 0.17% | 00.0% | Unchanged |
| Frisch Financial Group, Inc. | 2,000 | $644.4K | 0.15% | 00.0% | Unchanged |
| Hoey Investments, Inc | 2,000 | $644.4K | 0.09% | +350+21.2% | Added |
| Nicholas Investment Partners, LP | 1,997 | $643.5K | 0.05% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 1,980 | $638.0K | 0.01% | −95−4.6% | Reduced |
| Royal Fund Management, LLC | 1,969 | $634.4K | 0.08% | −1,623−45.2% | Reduced |
| Evergreen Capital Management LLC | 1,963 | $632.5K | 0.02% | −326−14.2% | Reduced |
| San Luis Wealth Advisors LLC | 1,960 | $631.5K | 0.11% | −718−26.8% | Reduced |
| Wolverine Trading, LLC | 1,934 | $631.3K | 0.01% | −80,999−97.7% | Reduced |
| Copperleaf Capital, LLC | 1,942 | $625.7K | 0.30% | +1,942 | New |
| Atomi Financial Group, Inc. | 1,918 | $618.0K | 0.02% | −332−14.8% | Reduced |
| Aaron Wealth Advisors | 1,910 | $615.4K | 0.04% | +794+71.1% | Added |
| Riverview Capital Advisers, LLC | 1,908 | $614.8K | 0.18% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 1,902 | $612.8K | 0.03% | −135−6.6% | Reduced |
| Prakash Investment Advisors LLC | 1,900 | $612.2K | 0.44% | +1,900 | New |
| Discipline Wealth Solutions, LLC | 1,896 | $611.0K | 0.16% | +653+52.5% | Added |
| Souders Financial Advisors | 1,895 | $610.6K | 0.07% | −92−4.6% | Reduced |
| LBMC Investment Advisors, LLC | 1,891 | $609.3K | 0.04% | +1,891 | New |
| Lodestar Private Asset Management LLC | 1,888 | $608.3K | 0.06% | +18+1.0% | Added |
| Andina Capital Management, LLC | 1,875 | $604.1K | 0.34% | +1,182+170.6% | Added |
| Mountain Capital Investment Advisors, Inc | 1,785 | $604.1K | 0.11% | +543+43.7% | Added |
| Schonfeld Strategic Advisors LLC | 1,865 | $600.9K | 0.00% | −69,308−97.4% | Reduced |
| First Heartland Consultants, Inc. | 1,855 | $597.7K | 0.05% | +577+45.1% | Added |
| Los Angeles Capital Management LLC | 1,849 | $595.8K | 0.00% | +585+46.3% | Added |
| Clear Creek Financial Management, LLC | 1,829 | $589.3K | 0.05% | +354+24.0% | Added |
| Norden Group LLC | 1,825 | $588.0K | 0.06% | +573+45.8% | Added |
| Claro Advisors LLC | 1,808 | $582.6K | 0.09% | −236−11.5% | Reduced |
| Evanson Asset Management, LLC | 1,803 | $580.8K | 0.03% | 00.0% | Unchanged |
| Stonehearth Capital Management, LLC | 1,797 | $579.0K | 0.22% | −409−18.5% | Reduced |
| CWA Asset Management Group, LLC | 1,794 | $578.0K | 0.02% | +44+2.5% | Added |
| Tanager Wealth Management LLP | 1,789 | $576.4K | 0.06% | +118+7.1% | Added |
| Bulltick Wealth Management, LLC | 1,788 | $576.1K | 0.14% | +25+1.4% | Added |
| Ci Investments Inc. | 1,786 | $575.0K | 0.00% | +265+17.4% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1,774 | $571.6K | 0.01% | −426−19.4% | Reduced |
| Chicago Trust Co NA | 1,772 | $571.0K | 0.08% | −327−15.6% | Reduced |
| Smith, Moore & Co. | 1,768 | $569.7K | 0.04% | +37+2.1% | Added |
| Custom Index Systems, LLC | 1,767 | $569.3K | 0.17% | +617+53.7% | Added |
| Brown Advisory Inc | 1,764 | $568.4K | 0.00% | −3,641−67.4% | Reduced |
| BCJ Capital Management, LLC | 1,763 | $568.1K | 0.03% | −266−13.1% | Reduced |
| Koshinski Asset Management, Inc. | 1,761 | $567.4K | 0.04% | +13+0.7% | Added |
| Diligent Investors, LLC | 1,757 | $566.1K | 0.14% | −1,110−38.7% | Reduced |
| Guardian Wealth Advisors, LLC | 1,754 | $565.2K | 0.04% | −18−1.0% | Reduced |
| First Financial Bankshares Inc | 1,754 | $565.2K | 0.01% | 00.0% | Unchanged |
| Mill Creek Capital Advisors, LLC | 1,748 | $563.2K | 0.01% | +48+2.8% | Added |
| Sagespring Wealth Partners, LLC | 1,738 | $560.0K | 0.01% | −244−12.3% | Reduced |
| McAdam, LLC | 1,725 | $555.8K | 0.03% | +423+32.5% | Added |
| MJP Associates Inc | 1,723 | $555.2K | 0.07% | +9+0.5% | Added |
| TSFG, LLC | 1,708 | $550.0K | 0.09% | +132+8.4% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,700 | $547.6K | 0.02% | +500+41.7% | Added |
| SummitTX Capital, L.P. | 1,680 | $541.3K | 0.02% | +280+20.0% | Added |
| Envestnet Portfolio Solutions, Inc. | 1,661 | $535.2K | 0.00% | +897+117.4% | Added |
| Resources Investment Advisors, LLC. | 1,640 | $528.4K | 0.01% | +830+102.5% | Added |
| Fiduciary Planning LLC | 1,626 | $523.9K | 0.16% | +20+1.2% | Added |
| Altus Wealth Group LLC | 1,624 | $523.3K | 0.21% | −1−0.1% | Reduced |
| Oakwell Private Wealth Management, LLC | 1,618 | $521.3K | 0.10% | +1,618 | New |
| Centurion Wealth Management LLC | 1,615 | $520.4K | 0.12% | 00.0% | Unchanged |
| Crosspoint Financial, LLC | 1,606 | $517.5K | 1.27% | 00.0% | Unchanged |
| Certior Financial Group, LLC | 1,605 | $517.1K | 0.35% | −1−0.1% | Reduced |
| Dillon & Associates Inc | 1,605 | $517.0K | 0.07% | +135+9.2% | Added |
| Groupe la Francaise | 1,860 | $516.9K | 0.01% | +1,860 | New |
| Consolidated Capital Management, LLC | 1,600 | $515.5K | 0.18% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 1,600 | $515.5K | 0.22% | 00.0% | Unchanged |
| Milestone Asset Management, LLC | 1,596 | $514.2K | 0.10% | −845−34.6% | Reduced |
| Mutual Advisors, LLC | 1,804 | $513.9K | 0.01% | +454+33.6% | Added |
| Moneta Group Investment Advisors LLC | 1,590 | $512.4K | 0.00% | +191+13.7% | Added |
| Veracity Capital LLC | 1,586 | $510.9K | 0.16% | +224+16.4% | Added |
| Red Door Wealth Management, LLC | 1,585 | $510.7K | 0.05% | +17+1.1% | Added |
| One Capital Management, LLC | 1,581 | $509.4K | 0.02% | 00.0% | Unchanged |
| Citrine Capital LLC | 1,579 | $508.8K | 0.24% | −378−19.3% | Reduced |
| Unique Wealth, LLC | 1,574 | $507.2K | 0.07% | −81−4.9% | Reduced |
| Alpine Global Management, LLC | 1,570 | $505.9K | 0.10% | −71−4.3% | Reduced |
| Hollencrest Capital Management | 1,562 | $503.3K | 0.02% | −948−37.8% | Reduced |
| Avantax Planning Partners, Inc. | 1,559 | $502.3K | 0.01% | +353+29.3% | Added |
| Portside Wealth Group, LLC | 1,552 | $500.1K | 0.07% | +106+7.3% | Added |
| Calamos Wealth Management LLC | 1,547 | $498.5K | 0.02% | +1,547 | New |
| Westmount Partners, LLC | 1,470 | $497.5K | 0.13% | +891+153.9% | Added |
| Sterling Capital Management LLC | 1,518 | $489.1K | 0.01% | +46+3.1% | Added |
| Innovative Advisory Group, LLC | 1,507 | $485.6K | 0.32% | −15−1.0% | Reduced |
| Berkeley Capital Partners, LLC | 1,505 | $484.9K | 0.11% | +124+9.0% | Added |
| Premier Path Wealth Partners, LLC | 1,496 | $482.0K | 0.06% | +339+29.3% | Added |
| Chung Wu Investment Group, LLC | 1,490 | $480.1K | 0.40% | −145−8.9% | Reduced |
| GLOBALT Investments LLC | 1,477 | $475.9K | 0.02% | −8−0.5% | Reduced |
| Aventura Private Wealth, LLC | 1,474 | $474.9K | 0.18% | −1−0.1% | Reduced |
| Flaharty Asset Management, LLC | 1,455 | $468.8K | 0.06% | +1,455 | New |
| Wealth Alliance Advisory Group, LLC | 1,450 | $467.2K | 0.08% | 00.0% | Unchanged |
| Phoenix Holdings Ltd. | 1,446 | $464.8K | 0.01% | +398+38.0% | Added |
| Diversify Advisory Services, LLC | 1,730 | $457.9K | 0.02% | +970+127.6% | Added |
| IFG Advisory, LLC | 1,416 | $456.3K | 0.02% | +80+6.0% | Added |
| Frank, Rimerman Advisors LLC | 1,392 | $448.5K | 0.03% | −984−41.4% | Reduced |
| Strategic Blueprint, LLC | 1,391 | $448.2K | 0.02% | −37−2.6% | Reduced |
| Vista Finance, LLC | 1,388 | $447.2K | 0.30% | +355+34.4% | Added |