MSTR
Strategy Inc · Technology · Software - Application
Momentum inputs (comparable managers):
holder breadth +5.6% ·
share flow +1.9% ·
net new positions 0.0%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q3 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 146 | -2 | 170.80M | $14.47B | +6 | −9 |
| Q1 2026 | 152 | -3 | 168.35M | $19.20B | +5 | −9 |
| Q4 2025 | 154 | 0 | 150.12M | $22.87B | +2 | −1 |
| Q3 2025 | 19 | +1 | 63.41M | $20.40B | +2 | −2 |
| Q2 2025 | 16 | +2 | 49.94M | $20.10B | +2 | — |
| Q1 2025 | 11 | -1 | 14.40M | $4.15B | +1 | −2 |
| Q4 2024 | 12 | 0 | 10.06M | $2.90B | +2 | −2 |
| Q3 2024 | 11 | +2 | 5.89M | $991.46M | +3 | −1 |
| Q2 2024 | 9 | — | 724.26K | $997.02M | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | The Vanguard Group ✦ (passive) | 19.88M | +7.2% | $6.41B | 0.1% | ▲ Add | 2 | SEC ↗ ×5 |
| 2 | BlackRock ✦ (passive) | 14.66M | +3.3% | $4.72B | 0.1% | ▲ Add | 2 | SEC ↗ ×25 |
| 3 | Morgan Stanley ✦ | 8.42M | — | $2.71B | 0.2% | n/c | 1 | SEC ↗ ×15 |
| 4 | State Street Global Advisors ✦ (passive) | 5.99M | +9.2% | $1.93B | 0.1% | ▲ Add | 4 | SEC ↗ ×3 |
| 5 | JPMorgan Chase ✦ | 4.75M | — | $1.53B | 0.0% | n/c | 1 | SEC ↗ ×34 |
| 6 | Geode Capital Management ✦ (passive) | 3.74M | +6.1% | $1.20B | 0.1% | ▲ Add | 6 | SEC ↗ ×2 |
| 7 | Goldman Sachs Group ✦ | 2.09M | — | $674.15M | 0.1% | n/c | 1 | SEC ↗ ×6 |
| 8 | Fidelity (FMR) ✦ | 1.49M | -27.6% | $480.94M | 0.0% | ▼ Trim | 2 | SEC ↗ ×8 |
| 9 | Capital World Investors ✦ | 1.28M | +21.3% | $412.15M | 0.1% | ▲ Add | 6 | SEC ↗ |
| 10 | T. Rowe Price ✦ | 470.59K | -70.6% | $151.63M | 0.0% | ▼ Trim | 6 | SEC ↗ ×2 |
| 11 | Point72 Asset Management ✦ | 133.71K | New | $43.08M | 0.1% | New | 1 | SEC ↗ ×3 |
| 12 | Renaissance Technologies ✦ | 225.73K | -14.7% | $42.10M | 0.1% | ▼ Trim | 5 | SEC ↗ |
| 13 | Millennium Management ✦ | 129.64K | +97.8% | $41.77M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 14 | Citadel Advisors ✦ | 66.99K | +427.9% | $21.58M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 15 | D. E. Shaw & Co. ✦ | 53.78K | -32.9% | $17.33M | 0.0% | ▼ Trim | 4 | SEC ↗ ×3 |
| 16 | AQR Capital Management ✦ | 12.52K | -44.5% | $4.03M | 0.0% | ▼ Trim | 6 | SEC ↗ ×5 |
| 17 | Wellington Management ✦ | 10.62K | +32.0% | $3.42M | 0.0% | ▲ Add | 6 | SEC ↗ ×2 |
| 18 | Bridgewater Associates ✦ | 9.99K | +39.5% | $3.22M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Marshall Wace ✦ | 1.20K | New | $387,619 | 0.0% | New | 1 | SEC ↗ ×3 |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Point72 Asset Management | $43.08M | 0.1% |
| Marshall Wace | $387,619 | 0.0% |
Exited
| Norges Bank | $1.20B | was 0.1% |
| Two Sigma Investments | $21.76M | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 2 holders, 853.86K shares, $113,445 reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Open-market purchases (P)
No open-market insider purchases in our coverage window.
Open-market sales (S)
Director · 450 sh · $69,512
Director · 450 sh · $71,100
Director · 450 sh · $70,200
Director · 950 sh · $143,013
Director · 450 sh · $68,400
Director · 475 sh · $81,225
Director · 475 sh · $78,842
Director · 475 sh · $80,275
Director · 475 sh · $79,325
Officer · 106 sh · $14,708
Awards, exercises and tax withholding are never counted as buys or sales here. Methodology