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, Q1 2025
Institutional positions in Strategy Inc as of Mar 31, 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
- 55
- +55 vs. Q4 2024
- Shares held
- 5.33M
- +5.33M vs. Q4 2024
- Total value
- $445.6M
- +$445.6M vs. Q4 2024
- New holders
- 55
- 0 more added
- Sold out
- 0
- 0 more reduced
Compare with Q4 2024: 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 | $891.0M |
| Q1 2025 | 55 | $445.6M |
| 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, Q1 2025
Shares, value and share of portfolio for each institution holding Strategy Inc; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Capital International Investors | 1,875,000 | $157.5M | 0.03% | +1,875,000 | New |
| FMR LLC | 1,029,300 | $86.4M | 0.01% | +1,029,300 | New |
| Voya Investment Management LLC | 625,000 | $52.5M | 0.06% | +625,000 | New |
| BlackRock, Inc. | 623,648 | $52.4M | 0.00% | +623,648 | New |
| Van Eck Associates Corp | 250,461 | $21.0M | 0.03% | +250,461 | New |
| State Street Corp | 106,000 | $8.92M | 0.00% | +106,000 | New |
| Hudson Bay Capital Management LP | 91,200 | $7.61M | 0.05% | +91,200 | New |
| BlueCrest Capital Management Ltd | 70,438 | $5.92M | 0.94% | +70,438 | New |
| Aspiring Ventures, LLC | 64,127 | $5.81M | 3.28% | +64,127 | New |
| UBS Group AG | 50,386 | $4.23M | 0.00% | +50,386 | New |
| Greenland Capital Management LP | 40,000 | $3.36M | 0.58% | +40,000 | New |
| Wells Fargo & Company | 39,214 | $3.29M | 0.00% | +39,214 | New |
| LPL Financial LLC | 38,088 | $3.20M | 0.00% | +38,088 | New |
| Invesco Ltd. | 38,000 | $3.19M | 0.00% | +38,000 | New |
| Ionic Capital Management LLC | 37,693 | $3.17M | 3.60% | +37,693 | New |
| Advent Capital Management | 35,818 | $3.00M | 0.07% | +35,818 | New |
| Cambridge Investment Research Advisors, Inc. | 28,933 | $2.43M | 0.01% | +28,933 | New |
| Stifel Financial Corp | 25,178 | $2.12M | 0.00% | +25,178 | New |
| UBS Oconnor LLC | 20,000 | $1.68M | 0.04% | +20,000 | New |
| Palisade Capital Management LLC | 17,200 | $1.44M | 0.04% | +17,200 | New |
| CRCM LP | 15,748 | $1.32M | 0.54% | +15,748 | New |
| Ssi Investment Management LLC | 15,000 | $1.26M | 0.10% | +15,000 | New |
| Independent Financial Group, LLC | 13,895 | $1.17M | 0.04% | +13,895 | New |
| Morgan Stanley | 13,227 | $1.11M | 0.00% | +13,227 | New |
| Wedbush Securities Inc | 11,340 | $953.0K | 0.03% | +11,340 | New |
| Barclays PLC | 10,938 | $918.9K | 0.00% | +10,938 | New |
| Hartline Investment Corp | 10,564 | $887.5K | 0.12% | +10,564 | New |
| Citadel Advisors LLC | 9,935 | $834.6K | 0.00% | +9,935 | New |
| Wolverine Asset Management LLC | 8,359 | $795.4K | 0.02% | +8,359 | New |
| Stansberry Asset Management, LLC | 8,576 | $720.5K | 0.09% | +8,576 | New |
| Commonwealth Equity Services, LLC | 7,897 | $663.0K | 0.00% | +7,897 | New |
| StoneX Group Inc. | 7,318 | $614.8K | 0.03% | +7,318 | New |
| Kestra Private Wealth Services, LLC | 7,200 | $604.9K | 0.01% | +7,200 | New |
| Steward Partners Investment Advisory, LLC | 7,160 | $601.5K | 0.01% | +7,160 | New |
| Beaird Harris Wealth Management, LLC | 6,284 | $527.9K | 0.04% | +6,284 | New |
| Ulland Investment Advisors, LLC | 5,975 | $502.0K | 0.42% | +5,975 | New |
| Neuberger Berman Group LLC | 5,000 | $420.1K | 0.00% | +5,000 | New |
| HRT Financial LP | 4,140 | $347.0K | 0.00% | +4,140 | New |
| Oppenheimer & Co Inc | 4,040 | $339.4K | 0.01% | +4,040 | New |
| Argent Advisors, Inc. | 4,000 | $336.0K | 0.11% | +4,000 | New |
| Susquehanna International Group, LLP | 3,168 | $266.1K | 0.00% | +3,168 | New |
| HighTower Advisors, LLC | 2,860 | $240.3K | 0.00% | +2,860 | New |
| Perennial Investment Advisors, LLC | 2,859 | $240.2K | 0.03% | +2,859 | New |
| Jane Street Group, LLC | 2,393 | $201.0K | 0.00% | +2,393 | New |
| Bank of America Corp | 2,077 | $174.5K | 0.00% | +2,077 | New |
| Royal Bank of Canada | – | $99.0K | 0.00% | – | New |
| Toronto Dominion Bank | 1,000 | $84.0K | 0.00% | +1,000 | New |
| Costello Asset Management, INC | 500 | $42.0K | 0.02% | +500 | New |
| Vision Financial Markets LLC | 350 | $29.4K | 0.03% | +350 | New |
| Millennium Management LLC | 32,600 | $26.8K | 0.00% | +32,600 | New |
| Angeles Wealth Management, LLC | 290 | $24.4K | 0.00% | +290 | New |
| Sandy Spring Bank | 110 | $9.24K | 0.00% | +110 | New |
| US Bancorp | 25 | $2.10K | 0.00% | +25 | New |
| Legacy Wealth Managment, LLC | 22 | $1.85K | 0.00% | +22 | New |
| Advisor Group Holdings, Inc. | 4 | $336 | 0.00% | +4 | New |