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 2025
Institutional positions in Strategy Inc as of Jun 30, 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
- 86
- +32 vs. Q1 2025
- Shares held
- 7.37M
- +2.04M (+38.2%) vs. Q1 2025
- Total value
- $891.0M
- +$445.3M (+99.9%) vs. Q1 2025
- New holders
- 41
- 27 more added
- Sold out
- 9
- 7 more reduced
1 institution that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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 2025
Shares, value and share of portfolio for each institution holding Strategy Inc; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Capital International Investors | 2,075,300 | $251.1M | 0.04% | +200,300+10.7% | Added |
| FMR LLC | 1,442,194 | $175.0M | 0.01% | +412,894+40.1% | Added |
| BlackRock, Inc. | 905,940 | $109.6M | 0.00% | +282,292+45.3% | Added |
| Voya Investment Management LLC | 625,000 | $75.6M | 0.08% | 00.0% | Unchanged |
| Capital World Investors | 523,600 | $63.4M | 0.01% | +523,600 | New |
| Van Eck Associates Corp | 357,149 | $43.2M | 0.05% | +106,688+42.6% | Added |
| Hudson Bay Capital Management LP | 215,421 | $26.1M | 0.17% | +124,221+136.2% | Added |
| LPL Financial LLC | 211,576 | $25.6M | 0.01% | +173,488+455.5% | Added |
| State Street Corp | 146,000 | $15.4M | 0.00% | +40,000+37.7% | Added |
| Invesco Ltd. | 71,000 | $8.59M | 0.00% | +33,000+86.8% | Added |
| Hartline Investment Corp | 69,619 | $8.42M | 0.96% | +59,055+559.0% | Added |
| Aspiring Ventures, LLC | 67,741 | $8.20M | 3.68% | +3,614+5.6% | Added |
| Morgan Stanley | 64,214 | $7.77M | 0.00% | +50,987+385.5% | Added |
| Wells Fargo & Company | 50,325 | $6.09M | 0.00% | +11,111+28.3% | Added |
| Madden Securities Corp | 42,975 | $5.20M | 1.74% | +42,975 | New |
| Altshuler Shaham Ltd | – | $4.91M | 0.16% | – | New |
| Greenland Capital Management LP | 40,000 | $4.84M | 0.62% | 00.0% | Unchanged |
| Advent Capital Management | 39,818 | $4.82M | 0.11% | +4,000+11.2% | Added |
| Stifel Financial Corp | 32,335 | $3.91M | 0.00% | +7,157+28.4% | Added |
| Cambridge Investment Research Advisors, Inc. | 30,945 | $3.75M | 0.01% | +2,012+7.0% | Added |
| Ionic Capital Management LLC | 27,970 | $3.38M | 3.79% | −9,723−25.8% | Reduced |
| CRCM LP | 22,784 | $2.76M | 0.82% | +7,036+44.7% | Added |
| Commonwealth Equity Services, LLC | 22,502 | $2.72M | 0.00% | +14,605+184.9% | Added |
| UBS Oconnor LLC | 20,000 | $2.43M | 0.07% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 19,225 | $2.33M | 0.02% | +12,065+168.5% | Added |
| Oak Grove Capital LLC | 16,500 | $2.00M | 0.46% | +16,500 | New |
| Independent Financial Group, LLC | 15,205 | $1.84M | 0.05% | +1,310+9.4% | Added |
| Wealthcare Advisory Partners LLC | 12,503 | $1.51M | 0.03% | +12,503 | New |
| Apollon Wealth Management, LLC | 11,600 | $1.40M | 0.03% | +11,600 | New |
| Wedbush Securities Inc | 10,840 | $1.31M | 0.05% | −500−4.4% | Reduced |
| StoneX Group Inc. | 10,146 | $1.23M | 0.06% | +2,828+38.6% | Added |
| Palisade Capital Management LLC | 9,150 | $1.10M | 0.03% | −8,050−46.8% | Reduced |
| Ewing Morris & Co. Investment Partners Ltd. | 8,901 | $1.08M | 0.48% | +8,901 | New |
| Wolverine Asset Management LLC | 9,176 | $999.7K | 0.02% | +817+9.8% | Added |
| National Bank of Canada | 7,407 | $893.4K | 0.00% | +7,407 | New |
| Kestra Private Wealth Services, LLC | 7,372 | $892.1K | 0.01% | +172+2.4% | Added |
| Toroso Investments, LLC | 7,019 | $849.4K | 0.01% | +7,019 | New |
| Oppenheimer & Co Inc | 7,010 | $848.3K | 0.01% | +2,970+73.5% | Added |
| Beaird Harris Wealth Management, LLC | 6,246 | $755.8K | 0.06% | −38−0.6% | Reduced |
| Neuberger Berman Group LLC | 5,000 | $605.0K | 0.00% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 4,075 | $493.0K | 0.38% | −1,900−31.8% | Reduced |
| Advisor Group Holdings, Inc. | 4,019 | $486.3K | 0.00% | +4,015+100,375.0% | Added |
| Argent Advisors, Inc. | 4,000 | $484.0K | 0.15% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 3,570 | $432.0K | 0.00% | +710+24.8% | Added |
| Ssi Investment Management LLC | 3,475 | $421.5K | 0.03% | −11,525−76.8% | Reduced |
| Balyasny Asset Management LLC | 3,040 | $367.9K | 0.00% | +3,040 | New |
| Pathstone Holdings, LLC | 3,000 | $363.0K | 0.00% | +3,000 | New |
| Avantax Planning Partners, Inc. | 2,953 | $357.3K | 0.01% | +2,953 | New |
| Bank of America Corp | 2,950 | $357.0K | 0.00% | +873+42.0% | Added |
| Key Client Fiduciary Advisors, LLC | 2,945 | $356.4K | 0.15% | +2,945 | New |
| Perennial Investment Advisors, LLC | 2,859 | $346.0K | 0.03% | 00.0% | Unchanged |
| Good Life Advisors, LLC | 2,768 | $335.0K | 0.02% | +2,768 | New |
| Creative Planning | 2,596 | $314.2K | 0.00% | +2,596 | New |
| Walkner Condon Financial Advisors LLC | 2,594 | $313.9K | 0.06% | +2,594 | New |
| Fiduciary Alliance LLC | 2,225 | $269.2K | 0.02% | +2,225 | New |
| King Wealth | 2,160 | $261.0K | 0.04% | +2,160 | New |
| Wealth Enhancement Advisory Services, LLC | 2,082 | $250.8K | 0.00% | +2,082 | New |
| Harbour Investments, Inc. | 2,014 | $243.7K | 0.01% | +2,014 | New |
| Venture Visionary Partners LLC | 2,000 | $242.0K | 0.01% | +2,000 | New |
| Visionary Wealth Advisors | 1,900 | $229.9K | 0.01% | +1,900 | New |
| Independent Advisor Alliance | 1,879 | $227.4K | 0.01% | +1,879 | New |
| Kestra Advisory Services, LLC | 1,865 | $225.7K | 0.00% | +1,865 | New |
| Royal Bank of Canada | – | $217.0K | 0.00% | – | – |
| Aptus Capital Advisors, LLC | 1,175 | $142.2K | 0.00% | +1,175 | New |
| Toronto Dominion Bank | 1,000 | $121.0K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 650 | $78.7K | 0.00% | −49,736−98.7% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 643 | $77.8K | 0.01% | +643 | New |
| Coston, McIsaac & Partners | 509 | $61.0K | 0.02% | +509 | New |
| Costello Asset Management, INC | 500 | $60.5K | 0.02% | 00.0% | Unchanged |
| CWM, LLC | 470 | $57.0K | 0.00% | +470 | New |
| Comerica Bank | 400 | $48.4K | 0.00% | +400 | New |
| Vision Financial Markets LLC | 357 | $43.1K | 0.04% | +7+2.0% | Added |
| Farther Finance Advisors, LLC | 313 | $37.9K | 0.00% | +313 | New |
| Millennium Management LLC | 32,600 | $36.3K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 300 | $36.3K | 0.01% | +300 | New |
| Allworth Financial LP | 227 | $27.5K | 0.00% | +227 | New |
| Raymond James Financial Inc | 219 | $26.5K | 0.00% | +219 | New |
| The PNC Financial Services Group, Inc. | 200 | $24.2K | 0.00% | +200 | New |
| MTM Investment Management, LLC | 177 | $21.4K | 0.01% | +177 | New |
| Golden State Wealth Management, LLC | 156 | $18.9K | 0.00% | +156 | New |
| Atlantic Union Bankshares Corp | 115 | $13.9K | 0.00% | +115 | New |
| Total Investment Management Inc | 106 | $12.8K | 0.00% | +106 | New |
| Legacy Wealth Managment, LLC | 22 | $2.66K | 0.00% | 00.0% | Unchanged |
| Legacy Investment Solutions, LLC | 22 | $2.66K | 0.00% | +22 | New |
| Asset Dedication, LLC | 4 | $494 | 0.00% | +4 | New |
| IFP Advisors, Inc | 4 | $484 | 0.00% | +4 | New |
| BlueCrest Capital Management Ltd | 0 | $0 | 0.00% | −70,438−100.0% | Sold out |
| Barclays PLC | 0 | $0 | 0.00% | −10,938−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −9,935−100.0% | Sold out |
| Stansberry Asset Management, LLC | 0 | $0 | 0.00% | −8,576−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −4,140−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −3,168−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −2,393−100.0% | Sold out |
| Angeles Wealth Management, LLC | 0 | $0 | 0.00% | −290−100.0% | Sold out |
| US Bancorp | 0 | $0 | 0.00% | −25−100.0% | Sold out |
| Sandy Spring Bank | – | – | – | – | Not filed |