Strategy Inc

STRK

Exchange: Nasdaq
Industry: Finance Services
SEC CIK: 0001050446

SEC filings (opens in a new tab)

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.

Other share classesMSTR STRC STRD STRF

Q1 2025 vs. Q4 2024

How the institutions holding Strategy Inc changed between Q4 2024 and Q1 2025.

All holders in Q1 2025 All holders in Q4 2024

13F holders of STRK: Q4 2024 compared with Q1 2025
Measure	Q4 2024	Q1 2025	Change
Holders	0	55	+55
Shares	0	5.33M	+5.33M
Value	$0	$445.6M	+$445.6M

New holders (55)

Institutions that held Strategy Inc at the end of Q1 2025 but not at the end of Q4 2024.

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

Sold out (0)

Institutions that held Strategy Inc at the end of Q4 2024 and filed for Q1 2025 without it.

None.