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 |
|---|---|---|---|---|---|
| Alta Advisers Ltd | 1,385 | $446.3K | 0.14% | +275+24.8% | Added |
| Old Mission Investment Co LLC | 1,357 | $437.2K | 0.11% | −233−14.7% | Reduced |
| Doliver Advisors, LP | 1,350 | $435.0K | 0.11% | −105−7.2% | Reduced |
| Sunbelt Securities, Inc. | 1,349 | $434.7K | 0.03% | +915+210.8% | Added |
| Penserra Capital Management LLC | 1,348 | $434.0K | 0.01% | +15+1.1% | Added |
| Wealth Management Partners, LLC | 1,340 | $431.8K | 0.14% | −765−36.3% | Reduced |
| Pinebridge Investments, L.P. | 1,329 | $428.2K | 0.00% | −74−5.3% | Reduced |
| Snowden Capital Advisors LLC | 1,301 | $419.2K | 0.01% | −45−3.3% | Reduced |
| International Assets Investment Management, LLC | 1,121 | $418.5K | 0.03% | 00.0% | Unchanged |
| Friday Financial | 1,290 | $415.7K | 0.17% | 00.0% | Unchanged |
| Brighton Jones LLC | 1,269 | $408.8K | 0.01% | +59+4.9% | Added |
| Wealthspire Advisors, LLC | 1,264 | $407.2K | 0.00% | −1,025−44.8% | Reduced |
| Rossby Financial, LCC | 1,203 | $407.0K | 0.14% | 00.0% | Unchanged |
| Atria Investments LLC | 1,263 | $407.0K | 0.00% | +293+30.2% | Added |
| Redwood Wealth Management Group, LLC | 1,260 | $406.0K | 0.17% | −295−19.0% | Reduced |
| MRP Capital Investments, LLC | 1,000 | $404.2K | 0.35% | −150−13.0% | Reduced |
| Sapient Capital LLC | 1,229 | $401.2K | 0.01% | −1,282−51.1% | Reduced |
| Walkner Condon Financial Advisors LLC | 1,238 | $398.9K | 0.06% | +373+43.1% | Added |
| Graham Capital Management, L.P. | 1,235 | $397.9K | 0.01% | −4,845−79.7% | Reduced |
| TCFG Wealth Management, LLC | 1,221 | $394.2K | 0.15% | +50+4.3% | Added |
| L2 Asset Management, LLC | 1,218 | $392.5K | 0.06% | +101+9.0% | Added |
| Savant Capital, LLC | 1,215 | $391.5K | 0.00% | −60−4.7% | Reduced |
| Daymark Wealth Partners, LLC | 1,211 | $390.3K | 0.01% | −27−2.2% | Reduced |
| TD Private Client Wealth LLC | 1,210 | $389.9K | 0.01% | +1,189+5,661.9% | Added |
| Abundance Wealth Counselors | 1,205 | $388.3K | 0.07% | +3+0.2% | Added |
| Pin Oak Investment Advisors Inc | 1,203 | $387.6K | 0.28% | +412+52.1% | Added |
| Marshall Wace, LLP | 1,203 | $387.6K | 0.00% | +1,203 | New |
| Evelyn Partners Investment Management (Europe) Ltd | 1,200 | $386.7K | 0.13% | 00.0% | Unchanged |
| Powell Investment Advisors, LLC | 1,197 | $385.7K | 0.13% | −62−4.9% | Reduced |
| Beese Fulmer Investment Management, Inc. | 1,195 | $385.0K | 0.03% | −17−1.4% | Reduced |
| Rakuten Investment Management, Inc. | 2,122 | $383.4K | 0.00% | +2,122 | New |
| NewEdge Wealth, LLC | 1,503 | $383.3K | 0.01% | +98+7.0% | Added |
| Abound Wealth Management | 1,189 | $382.9K | 0.10% | +30+2.6% | Added |
| Smartleaf Asset Management LLC | 1,172 | $382.8K | 0.02% | +589+101.0% | Added |
| West Family Investments, Inc. | 1,162 | $374.4K | 0.08% | +188+19.3% | Added |
| Gerber Kawasaki Wealth & Investment Management | 1,155 | $372.2K | 0.01% | +9+0.8% | Added |
| Presidio Capital Management, LLC | 1,144 | $368.6K | 0.13% | −297−20.6% | Reduced |
| ABN AMRO Bank N.V. | 1,139 | $365.8K | 0.00% | +1,139 | New |
| Arlington Capital Management, Inc. | 1,135 | $365.7K | 0.23% | 00.0% | Unchanged |
| Panoramic Investment Advisors, LLC | 1,134 | $365.4K | 0.21% | +4+0.4% | Added |
| Prosperity Wealth Management, Inc. | 1,125 | $362.5K | 0.12% | +283+33.6% | Added |
| GR Financial Group, LLC | 1,121 | $361.3K | 0.08% | +1,121 | New |
| GPS Wealth Strategies Group, LLC | 1,120 | $360.9K | 0.04% | −43−3.7% | Reduced |
| Regatta Capital Group, LLC | 1,117 | $359.9K | 0.06% | +5+0.4% | Added |
| Paragon Capital Management Inc | 1,110 | $357.7K | 0.27% | −31−2.7% | Reduced |
| Tactive Advisors, LLC | 1,106 | $356.5K | 0.10% | −342−23.6% | Reduced |
| Assetmark, Inc | 1,106 | $356.4K | 0.00% | −122−9.9% | Reduced |
| Prasad Wealth Partners, LLC | 1,101 | $354.7K | 0.10% | +1,101 | New |
| Solstein Capital, LLC | 1,098 | $353.8K | 0.16% | +1,098 | New |
| Wise Wealth Partners | 1,096 | $353.3K | 0.54% | +27+2.5% | Added |
| Calton & Associates, Inc. | 1,090 | $351.2K | 0.05% | +25+2.3% | Added |
| Glass Jacobson Investment Advisors llc | 1,079 | $347.7K | 0.13% | 00.0% | Unchanged |
| HBW Advisory Services LLC | 1,078 | $347.3K | 0.04% | +36+3.5% | Added |
| Quest Partners LLC | 1,077 | $347.0K | 0.02% | +955+782.8% | Added |
| Skopos Labs, Inc. | 903 | $346.6K | 0.05% | −61−6.3% | Reduced |
| Regions Financial Corp | 1,062 | $342.2K | 0.00% | +92+9.5% | Added |
| Crew Capital Management, Ltd. | 1,049 | $338.0K | 0.23% | −231−18.0% | Reduced |
| GK Wealth Management LLC | 1,043 | $336.1K | 0.25% | +133+14.6% | Added |
| Revisor Wealth Management LLC | 1,048 | $335.7K | 0.12% | +85+8.8% | Added |
| Plan Group Financial, LLC | 1,029 | $331.6K | 0.09% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 1,028 | $331.4K | 0.02% | +20+2.0% | Added |
| MASTERINVEST Kapitalanlage GmbH | 1,028 | $331.2K | 0.03% | +150+17.1% | Added |
| Requisite Capital Management, LLC | 1,020 | $328.7K | 0.06% | +1,020 | New |
| Retirement Income Solutions, Inc | 1,016 | $327.4K | 0.06% | −56−5.2% | Reduced |
| BCS Wealth Management | 1,015 | $327.0K | 0.07% | −57−5.3% | Reduced |
| Black Diamond Financial, LLC | 1,013 | $326.4K | 0.04% | 00.0% | Unchanged |
| Ewa, LLC | 1,001 | $322.5K | 0.09% | +339+51.2% | Added |
| Polymer Capital Management (HK) LTD | 1,000 | $322.2K | 0.04% | −50−4.8% | Reduced |
| Shoker Investment Counsel, Inc. | 1,000 | $322.2K | 0.10% | −24−2.3% | Reduced |
| Sanders Morris Harris LLC | 1,000 | $322.2K | 0.04% | 00.0% | Unchanged |
| Warberg Asset Management LLC | 1,000 | $322.2K | 0.09% | +1,000 | New |
| Bramshill Investments, LLC | 1,000 | $322.2K | 0.02% | +1,000 | New |
| Nkcfo LLC | 1,000 | $322.0K | 0.10% | +1,000 | New |
| GAMMA Investing LLC | 998 | $321.6K | 0.02% | −45−4.3% | Reduced |
| Flagship Harbor Advisors, LLC | 997 | $321.2K | 0.01% | −301−23.2% | Reduced |
| Moloney Securities Asset Management, LLC | 987 | $318.0K | 0.04% | −347−26.0% | Reduced |
| Ostrum Asset Management | 984 | $317.1K | 0.01% | −30−3.0% | Reduced |
| Boothbay Fund Management, LLC | 984 | $317.1K | 0.01% | +984 | New |
| Precision Wealth Strategies, LLC | 978 | $315.1K | 0.10% | +171+21.2% | Added |
| Palisades Hudson Asset Management, L.P. | 979 | $315.0K | 0.11% | −31−3.1% | Reduced |
| Fidelis Capital Partners, LLC | 973 | $313.5K | 0.02% | +61+6.7% | Added |
| Insight Advisors, LLC | 970 | $312.5K | 0.05% | 00.0% | Unchanged |
| Principle Wealth Partners LLC | 967 | $311.7K | 0.02% | −2−0.2% | Reduced |
| Allspring Global Investments Holdings, LLC | 916 | $310.0K | 0.00% | −70−7.1% | Reduced |
| Bridgewealth Advisory Group, LLC | 950 | $306.1K | 0.07% | −65−6.4% | Reduced |
| Optimize Financial Inc | 944 | $304.2K | 0.16% | +944 | New |
| Ashton Thomas Private Wealth, LLC | 938 | $302.2K | 0.01% | +265+39.4% | Added |
| Clark Financial Services Group Inc | 934 | $300.9K | 0.16% | +934 | New |
| Joel Isaacson & Co., LLC | 929 | $299.3K | 0.01% | +22+2.4% | Added |
| Financial Perspectives, Inc | 912 | $293.9K | 0.08% | 00.0% | Unchanged |
| World Equity Group, Inc. | 910 | $293.2K | 0.07% | +266+41.3% | Added |
| Oxinas Partners Wealth Management LLC | 909 | $292.9K | 0.16% | +380+71.8% | Added |
| Resonant Capital Advisors, LLC | 908 | $292.6K | 0.02% | −83−8.4% | Reduced |
| Achmea Investment Management B.V. | 901 | $290.0K | 0.00% | −16,824−94.9% | Reduced |
| TRUE Private Wealth Advisors | 894 | $288.4K | 0.03% | −3−0.3% | Reduced |
| Vestia Personal Wealth Advisors | 893 | $287.7K | 0.17% | −758−45.9% | Reduced |
| Angeles Wealth Management, LLC | 893 | $287.7K | 0.02% | +52+6.2% | Added |
| RWM Asset Management, LLC | 890 | $286.8K | 0.04% | −40−4.3% | Reduced |
| Triad Wealth Partners, LLC | 881 | $283.9K | 0.04% | +881 | New |
| Abel Hall, LLC | 872 | $281.0K | 0.11% | −30−3.3% | Reduced |