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 |
|---|---|---|---|---|---|
| Nova R Wealth, Inc. | 859 | $276.9K | 0.12% | −14−1.6% | Reduced |
| WealthPlan Investment Management, LLC | 858 | $276.5K | 0.02% | +173+25.3% | Added |
| Formidable Asset Management, LLC | 4,660 | $274.6K | 0.04% | +3,871+490.6% | Added |
| Sava Infond d.o.o. | 850 | $273.9K | 0.04% | +180+26.9% | Added |
| Cordatus Wealth Management LLC | 850 | $273.9K | 0.06% | 00.0% | Unchanged |
| Runnymede Capital Advisors, Inc. | 849 | $273.6K | 0.23% | +91+12.0% | Added |
| Exit Wealth Advisors, LLC. | 844 | $271.9K | 0.18% | +844 | New |
| Oder Investment Management, LLC | 837 | $269.7K | 0.19% | 00.0% | Unchanged |
| Duncan Williams Asset Management, LLC | 832 | $268.1K | 0.08% | 00.0% | Unchanged |
| Power Wealth Management LLC | 827 | $266.5K | 0.10% | 00.0% | Unchanged |
| NBC Securities, Inc. | 827 | $266.5K | 0.02% | +7+0.9% | Added |
| JFG Wealth Management, LLC | 826 | $266.1K | 0.05% | +26+3.3% | Added |
| First National Corp | 786 | $266.0K | 0.05% | −214−21.4% | Reduced |
| Alpha Family Trust | 825 | $265.8K | 0.12% | −285−25.7% | Reduced |
| Family Management Corp | 820 | $264.2K | 0.04% | −5−0.6% | Reduced |
| Synergy Financial Group, LTD | 820 | $264.2K | 0.18% | 00.0% | Unchanged |
| Flow Traders U.S. LLC | 815 | $263.0K | 0.01% | +815 | New |
| Fortress Private Ledger, LLC | 816 | $262.9K | 0.10% | +9+1.1% | Added |
| Quotient Wealth Partners, LLC | 815 | $262.7K | 0.01% | +77+10.4% | Added |
| Associated Banc-Corp | 805 | $259.4K | 0.01% | 00.0% | Unchanged |
| Novak & Powell Financial Services, Inc. | 804 | $259.1K | 0.14% | 00.0% | Unchanged |
| YHB Investment Advisors, Inc. | 803 | $258.7K | 0.02% | +15+1.9% | Added |
| Firestone Capital Management | 800 | $257.8K | 0.06% | 00.0% | Unchanged |
| Littlejohn Financial Services, Inc. | 800 | $257.8K | 0.19% | 00.0% | Unchanged |
| Pitcairn Co | 795 | $256.2K | 0.02% | +159+25.0% | Added |
| Avidian Wealth Solutions, LLC | 795 | $256.0K | 0.01% | −400−33.5% | Reduced |
| Fukoku Mutual Life Insurance Co | 792 | $255.2K | 0.02% | +16+2.1% | Added |
| Mirador Capital Partners LP | 776 | $250.0K | 0.04% | 00.0% | Unchanged |
| Bernardo Wealth Planning LLC | 774 | $249.4K | 0.05% | +2+0.3% | Added |
| Invst, LLC | 772 | $248.7K | 0.03% | −30−3.7% | Reduced |
| PYA Waltman Capital, LLC | 770 | $248.1K | 0.07% | 00.0% | Unchanged |
| Florida Financial Advisors, LLC | 766 | $246.8K | 0.08% | −1,121−59.4% | Reduced |
| Cardiff Park Advisors, LLC | 764 | $246.2K | 0.02% | +100+15.1% | Added |
| Diversified Trust Co | 755 | $243.3K | 0.00% | +46+6.5% | Added |
| Drive Wealth Management, LLC | 753 | $242.6K | 0.05% | −294−28.1% | Reduced |
| Oxford Financial Group Ltd | 753 | $242.6K | 0.01% | −284−27.4% | Reduced |
| Primoris Wealth Advisors, LLC | 750 | $241.7K | 0.15% | 00.0% | Unchanged |
| WJ Interests, LLC | 750 | $241.7K | 0.10% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 749 | $241.3K | 0.01% | +40+5.6% | Added |
| Stelac Advisory Services LLC | 740 | $238.4K | 0.08% | 00.0% | Unchanged |
| Pure Financial Advisors, Inc. | 738 | $237.9K | 0.00% | +7+1.0% | Added |
| Falcon Wealth Planning | 731 | $235.5K | 0.02% | +95+14.9% | Added |
| AlphaCore Capital LLC | 729 | $234.9K | 0.01% | +492+207.6% | Added |
| Bell & Brown Wealth Advisors, LLC | 729 | $234.9K | 0.08% | +729 | New |
| Kure Advisory, LLC | 717 | $231.0K | 0.14% | +9+1.3% | Added |
| Thoroughbred Financial Services, LLC | 715 | $230.0K | 0.01% | −101−12.4% | Reduced |
| HBK Sorce Advisory LLC | 768 | $227.9K | 0.01% | +18+2.4% | Added |
| Montz Harcus Wealth Management LLC | 703 | $226.5K | 0.10% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 701 | $225.9K | 0.01% | −1−0.1% | Reduced |
| Pennington Partners & Co., LLC | 700 | $225.5K | 0.11% | 00.0% | Unchanged |
| Pinnacle Family Advisors, LLC | 685 | $220.7K | 0.10% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 684 | $220.4K | 0.06% | +550+410.4% | Added |
| Beaumont Financial Advisors, LLC | 681 | $219.4K | 0.01% | +37+5.7% | Added |
| Stonebridge Financial Group, LLC | 677 | $218.1K | 0.02% | −620−47.8% | Reduced |
| Nicholson Meyer Capital Management, Inc. | 676 | $218.0K | 0.17% | +26+4.0% | Added |
| Atlanta Consulting Group Advisors, LLC | 675 | $217.5K | 0.05% | −75−10.0% | Reduced |
| Kovack Advisors, Inc. | 674 | $217.2K | 0.02% | −68−9.2% | Reduced |
| Creative Financial Designs Inc | 668 | $215.2K | 0.01% | +86+14.8% | Added |
| McIlrath & Eck, LLC | 667 | $214.9K | 0.02% | −579−46.5% | Reduced |
| Harbor Investment Advisory, LLC | 665 | $214.3K | 0.02% | 00.0% | Unchanged |
| Allen Capital Group, LLC | 662 | $213.3K | 0.02% | +662 | New |
| ExodusPoint Capital Management, LP | 661 | $213.0K | 0.00% | −37,792−98.3% | Reduced |
| Sound View Wealth Advisors Group, LLC | 661 | $213.0K | 0.01% | −1−0.2% | Reduced |
| LJI Wealth Management, LLC | 661 | $213.0K | 0.04% | −209−24.0% | Reduced |
| Ascent Group, LLC | 658 | $212.0K | 0.01% | +658 | New |
| King Wealth | 654 | $211.0K | 0.03% | 00.0% | Unchanged |
| Mustard Seed Financial, LLC | 652 | $210.1K | 0.14% | 00.0% | Unchanged |
| BSW Wealth Partners | 652 | $210.1K | 0.03% | +652 | New |
| Greenbush Financial Group, LLC | 650 | $209.4K | 0.08% | −1,000−60.6% | Reduced |
| GAM Holding AG | 650 | $209.4K | 0.01% | +50+8.3% | Added |
| Caxton Associates LLP | 649 | $209.1K | 0.01% | +649 | New |
| Diversify Wealth Management, LLC | 786 | $208.0K | 0.01% | −1,682−68.2% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 638 | $205.6K | 0.01% | +638 | New |
| Rockingstone Advisors LLC | 635 | $204.6K | 0.10% | −5−0.8% | Reduced |
| Floyd Financial Group LLC | 647 | $204.1K | 0.15% | +647 | New |
| Acadian Asset Management LLC | 635 | $204.0K | 0.00% | +635 | New |
| Howland Capital Management LLC | 630 | $203.0K | 0.01% | −68−9.7% | Reduced |
| Atlantic Union Bankshares Corp | 626 | $201.8K | 0.00% | +500+396.8% | Added |
| Baker Avenue Asset Management, LP | 626 | $201.6K | 0.00% | +626 | New |
| Kercheville Advisors, LLC | 625 | $201.4K | 0.06% | −390−38.4% | Reduced |
| Everett Harris & Co | 621 | $200.1K | 0.00% | −11−1.7% | Reduced |
| Howard Financial Services, Ltd. | 621 | $200.1K | 0.02% | +2+0.3% | Added |
| WPG Advisers, LLC | 600 | $193.3K | 0.15% | +11+1.9% | Added |
| JTC Employer Solutions Trusteee Ltd | 600 | $193.0K | 0.02% | 00.0% | Unchanged |
| Abich Financial Wealth Management LLC | 560 | $180.4K | 0.06% | +560 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 545 | $175.6K | 0.04% | +50+10.1% | Added |
| Ronald Blue Trust, Inc. | 542 | $174.5K | 0.00% | −57−9.5% | Reduced |
| MCF Advisors LLC | 539 | $173.7K | 0.01% | +452+519.5% | Added |
| TD Waterhouse Canada Inc. | 490 | $165.8K | 0.00% | 00.0% | Unchanged |
| Weaver Capital Management LLC | 500 | $161.1K | 0.04% | −1,700−77.3% | Reduced |
| Versant Capital Management, Inc | 493 | $158.8K | 0.02% | −44−8.2% | Reduced |
| Huntington National Bank | 464 | $149.5K | 0.00% | −372−44.5% | Reduced |
| Webster Bank, N. A. | 460 | $148.2K | 0.01% | −60−11.5% | Reduced |
| Strategic Wealth Partners, Ltd. | 451 | $145.3K | 0.01% | −413−47.8% | Reduced |
| REAP Financial Group, LLC | 451 | $145.3K | 0.03% | +141+45.5% | Added |
| Moisand Fitzgerald Tamayo, LLC | 441 | $142.1K | 0.02% | +219+98.6% | Added |
| Caitlin John, LLC | 434 | $139.8K | 0.10% | +434 | New |
| Evermay Wealth Management LLC | 427 | $137.6K | 0.02% | −142−25.0% | Reduced |
| Optimum Investment Advisors | 410 | $132.1K | 0.05% | +100+32.3% | Added |
| CX Institutional | 395 | $127.0K | 0.00% | +113+40.1% | Added |