Strategy Inc
STRK- Exchange
- Nasdaq
- Industry
- Finance Services
- SEC CIK
- 0001050446
In the last 90 days, Strategy Inc insiders filed 0 open-market purchases and 8 sales; 87 institutions reported holding it in 13F filings for Q2 2026, worth $331.4M in total; no superinvestor holds it.
13F holders, Q2 2026
Institutional positions in Strategy Inc as of Jun 30, 2026. 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
- 87
- −6 vs. Q1 2026
- Shares held
- 5.62M
- −874.9K (−13.5%) vs. Q1 2026
- Total value
- $331.4M
- −$113.7M (−25.5%) vs. Q1 2026
- New holders
- 19
- 25 more added
- Sold out
- 25
- 23 more reduced
1 institution that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting STRK 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 | 87 | $331.4M |
| Q1 2026 | 94 | $445.1M |
| Q4 2025 | 87 | $563.5M |
| Q3 2025 | 94 | $669.9M |
| Q2 2025 | 86 | $891.2M |
| Q1 2025 | 55 | $498.1M |
| Q4 2024 | 0 | $0 |
| Q3 2024 | 0 | $0 |
| Q2 2024 | 0 | $0 |
| Q1 2024 | 0 | $0 |
| Q4 2023 | 0 | $0 |
| Q3 2023 | 0 | $0 |
| Q2 2023 | 0 | $0 |
| Q1 2023 | 0 | $0 |
| Q4 2022 | 0 | $0 |
| Q3 2022 | 0 | $0 |
| Q2 2022 | 0 | $0 |
| Q1 2022 | 0 | $0 |
| Q4 2021 | 0 | $0 |
| Q3 2021 | 0 | $0 |
| Q2 2021 | 0 | $0 |
| Q1 2021 | 0 | $0 |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding Strategy Inc; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Capital International Investors | 1,218,911 | $71.7M | 0.01% | −303,770−19.9% | Reduced |
| BlackRock, Inc. | 739,248 | $43.5M | 0.00% | −229,800−23.7% | Reduced |
| Capital World Investors | 736,597 | $43.3M | 0.01% | 00.0% | Unchanged |
| Van Eck Associates Corp | 323,540 | $19.0M | 0.01% | −31,750−8.9% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 282,158 | $16.6M | 0.02% | −17,951−6.0% | Reduced |
| ParaFi Capital LP | 228,319 | $13.4M | 4.80% | −202,309−47.0% | Reduced |
| Advisor Group Holdings, Inc. | 207,452 | $12.2M | 0.01% | +204,436+6,778.4% | Added |
| Calamos Advisors LLC | 200,000 | $11.8M | 0.04% | 00.0% | Unchanged |
| Greenland Capital Management LP | 193,480 | $11.4M | 2.15% | +121,799+169.9% | Added |
| Infrastructure Capital Advisors, LLC | 190,876 | $11.2M | 0.88% | +37,875+24.8% | Added |
| State Street Corp | 162,000 | $9.57M | 0.00% | −6,000−3.6% | Reduced |
| FMR LLC | 134,400 | $7.89M | 0.00% | −1,200−0.9% | Reduced |
| Advent Capital Management | 100,876 | $5.93M | 0.14% | +3,071+3.1% | Added |
| Aspiring Ventures, LLC | 78,131 | $4.60M | 1.21% | −3,371−4.1% | Reduced |
| Empowered Funds, LLC | 73,870 | $4.35M | 0.02% | +73,870 | New |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 65,000 | $3.82M | 0.01% | +65,000 | New |
| LPL Financial LLC | 63,548 | $3.74M | 0.00% | −189,317−74.9% | Reduced |
| Morgan Stanley | 62,432 | $3.67M | 0.00% | −2,643−4.1% | Reduced |
| Stifel Financial Corp | 58,343 | $3.43M | 0.00% | +1,514+2.7% | Added |
| Manufacturers Life Insurance Company, The | 40,800 | $2.40M | 0.00% | +16,500+67.9% | Added |
| National Bank of Canada | 33,817 | $1.98M | 0.00% | −237−0.7% | Reduced |
| Pasadena Private Wealth, LLC | 33,571 | $1.97M | 0.25% | −2,161−6.0% | Reduced |
| Ionic Capital Management LLC | 33,059 | $1.94M | 1.82% | −4,713−12.5% | Reduced |
| Wells Fargo & Company | 24,635 | $1.45M | 0.00% | +3,627+17.3% | Added |
| Wealthcare Advisory Partners LLC | 20,274 | $1.19M | 0.02% | −518−2.5% | Reduced |
| Sculptor Capital LP | 20,000 | $1.18M | 0.01% | +20,000 | New |
| Commonwealth Equity Services, LLC | 19,808 | $1.17M | 0.00% | −708−3.5% | Reduced |
| CSS LLC | 17,523 | $1.02M | 0.05% | +17,523 | New |
| Cambridge Investment Research Advisors, Inc. | 16,962 | $998.0K | 0.00% | −35−0.2% | Reduced |
| Shaolin Capital Management LLC | 16,526 | $972.1K | 0.06% | +16,526 | New |
| EverSource Wealth Advisors, LLC | 16,355 | $962.0K | 0.03% | +14,891+1,017.1% | Added |
| Sentinel Dome Partners, LLC | 16,000 | $961.5K | 0.70% | 00.0% | Unchanged |
| Jane Street Group, LLC | 15,039 | $884.6K | 0.00% | +2,755+22.4% | Added |
| Whitebox Advisors LLC | 15,000 | $882.3K | 0.01% | +15,000 | New |
| Wedbush Securities Inc | 14,149 | $832.0K | 0.02% | −300−2.1% | Reduced |
| K2 Principal Fund, L.P. | 13,900 | $817.6K | 0.08% | +13,900 | New |
| Apollon Wealth Management, LLC | 13,100 | $770.5K | 0.01% | +2,900+28.4% | Added |
| HRT Financial LP | 9,251 | $544.0K | 0.00% | +5,400+140.2% | Added |
| Royal Bank of Canada | – | $524.0K | 0.00% | – | – |
| Independent Advisor Alliance | 7,712 | $453.6K | 0.01% | +1,772+29.8% | Added |
| Turner Financial Group, Inc. | 7,474 | $439.6K | 0.44% | +7,474 | New |
| Mercer Global Advisors Inc | 6,983 | $410.7K | 0.00% | −13,273−65.5% | Reduced |
| Ewing Morris & Co. Investment Partners Ltd. | 6,798 | $399.9K | 0.21% | −3,883−36.4% | Reduced |
| JPMorgan Chase & Co | 6,322 | $376.2K | 0.00% | +2,876+83.5% | Added |
| One Capital Management, LLC | 4,837 | $342.0K | 0.01% | 00.0% | Unchanged |
| Summit Financial, LLC | 5,750 | $338.2K | 0.00% | +5,750 | New |
| Baird Financial Group, Inc. | 5,725 | $336.7K | 0.00% | −3,575−38.4% | Reduced |
| Sovran Advisors, LLC | 5,172 | $323.0K | 0.02% | +1,248+31.8% | Added |
| GWM Advisors LLC | 5,440 | $320.0K | 0.00% | +395+7.8% | Added |
| UBS Group AG | 5,125 | $301.5K | 0.00% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 5,000 | $294.1K | 0.00% | 00.0% | Unchanged |
| Cerity Partners LLC | 4,694 | $276.1K | 0.00% | +114+2.5% | Added |
| Marathon Trading Investment Management LLC | 4,100 | $241.2K | 0.03% | +2,000+95.2% | Added |
| Harbour Investments, Inc. | 4,011 | $235.9K | 0.00% | −276−6.4% | Reduced |
| PEAK6 LLC | 4,000 | $235.3K | 0.01% | +4,000 | New |
| Ulland Investment Advisors, LLC | 3,950 | $232.0K | 0.17% | −125−3.1% | Reduced |
| Alliance Wealth Advisors, LLC | 3,735 | $219.7K | 0.09% | +3,735 | New |
| Synergy Financial Management, LLC | 3,433 | $201.9K | 0.02% | +344+11.1% | Added |
| Virtus Fixed Income Advisers, LLC | – | $104.5K | 0.07% | – | New |
| Steward Partners Investment Advisory, LLC | 1,300 | $76.5K | 0.00% | −6,510−83.4% | Reduced |
| Aptus Capital Advisors, LLC | 1,268 | $74.6K | 0.00% | +4+0.3% | Added |
| Beaird Harris Wealth Management, LLC | 1,113 | $65.5K | 0.00% | +25+2.3% | Added |
| Avenir Tech Ltd | 702 | $59.6K | 0.01% | +702 | New |
| Global Retirement Partners, LLC | 1,000 | $58.8K | 0.00% | +1,000 | New |
| ORG Wealth Partners, LLC | 938 | $55.2K | 0.01% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 716 | $42.1K | 0.00% | +24+3.5% | Added |
| Ares Systematic Credit Ltd | 705 | $41.5K | 0.03% | +705 | New |
| The PNC Financial Services Group, Inc. | 672 | $39.5K | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 500 | $29.4K | 0.01% | 00.0% | Unchanged |
| Virtus ETF Advisers LLC | – | $23.5K | 0.01% | – | – |
| Allworth Financial LP | 345 | $20.3K | 0.00% | 00.0% | Unchanged |
| Planning Strategies Inc. | 327 | $19.2K | 0.01% | +327 | New |
| AE Wealth Management LLC | 322 | $18.9K | 0.00% | +222+222.0% | Added |
| Truvestments Capital LLC | 300 | $17.6K | 0.00% | 00.0% | Unchanged |
| Vision Financial Markets LLC | 227 | $13.8K | 0.01% | +7+3.2% | Added |
| International Assets Investment Management, LLC | 225 | $13.7K | 0.00% | +225 | New |
| UMA Financial Services, Inc. | 157 | $9.23K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 105 | $6.20K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 88 | $5.18K | 0.00% | +83+1,660.0% | Added |
| Jones Financial Companies LLLP | 34 | $1.83K | 0.00% | +34 | New |
| Triumph Capital Management | 30 | $1.76K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 28 | $1.65K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 21 | $1.24K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 17 | $1.00K | 0.00% | +1+6.3% | Added |
| Vima LLC | 12 | $706 | 0.00% | +12 | New |
| Strategic Advocates LLC | 6 | $353 | 0.00% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 5 | $295 | 0.00% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 0 | $0 | 0.00% | −201,990−100.0% | Sold out |
| Andina Capital Management, LLC | 0 | $0 | 0.00% | −22,309−100.0% | Sold out |
| Marex Group plc | 0 | $0 | 0.00% | −16,401−100.0% | Sold out |
| Regions Financial Corp | 0 | $0 | 0.00% | −14,500−100.0% | Sold out |
| Independent Financial Group, LLC | 0 | $0 | 0.00% | −12,970−100.0% | Sold out |
| Deutsche Bank AG | 0 | $0 | 0.00% | −7,900−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −5,558−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −3,863−100.0% | Sold out |
| Bank of America Corp | 0 | $0 | 0.00% | −3,800−100.0% | Sold out |
| Ground Swell Capital, LLC | 0 | $0 | 0.00% | −3,467−100.0% | Sold out |
| Ssi Investment Management LLC | 0 | $0 | 0.00% | −3,445−100.0% | Sold out |
| Captrust Financial Advisors | 0 | $0 | 0.00% | −3,206−100.0% | Sold out |
| Fiduciary Alliance LLC | 0 | $0 | 0.00% | −2,997−100.0% | Sold out |