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