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

Q2 2025 vs. Q1 2025

How the institutions holding Strategy Inc changed between Q1 2025 and Q2 2025.

All holders in Q2 2025 All holders in Q1 2025

13F holders of STRK: Q1 2025 compared with Q2 2025
Measure	Q1 2025	Of which not filed for Q2 2025	Q2 2025	Change
Holders	55	1	86	+32
Shares	5.33M	110	7.37M	+2.04M (+38.2%)
Value	$445.6M	$9.24K	$891.0M	+$445.3M (+99.9%)

1 institution that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (41)

Institutions that held Strategy Inc at the end of Q2 2025 but not at the end of Q1 2025.

Institutions new to STRK in Q2 2025
Institution	Shares	Value	% of portfolio
Capital World Investors	523,600	$63.4M	0.01%
Madden Securities Corp	42,975	$5.20M	1.74%
Altshuler Shaham Ltd	–	$4.91M	0.16%
Oak Grove Capital LLC	16,500	$2.00M	0.46%
Wealthcare Advisory Partners LLC	12,503	$1.51M	0.03%
Apollon Wealth Management, LLC	11,600	$1.40M	0.03%
Ewing Morris & Co. Investment Partners Ltd.	8,901	$1.08M	0.48%
National Bank of Canada	7,407	$893.4K	0.00%
Toroso Investments, LLC	7,019	$849.4K	0.01%
Balyasny Asset Management LLC	3,040	$367.9K	0.00%
Pathstone Holdings, LLC	3,000	$363.0K	0.00%
Avantax Planning Partners, Inc.	2,953	$357.3K	0.01%
Key Client Fiduciary Advisors, LLC	2,945	$356.4K	0.15%
Good Life Advisors, LLC	2,768	$335.0K	0.02%
Creative Planning	2,596	$314.2K	0.00%
Walkner Condon Financial Advisors LLC	2,594	$313.9K	0.06%
Fiduciary Alliance LLC	2,225	$269.2K	0.02%
King Wealth	2,160	$261.0K	0.04%
Wealth Enhancement Advisory Services, LLC	2,082	$250.8K	0.00%
Harbour Investments, Inc.	2,014	$243.7K	0.01%
Venture Visionary Partners LLC	2,000	$242.0K	0.01%
Visionary Wealth Advisors	1,900	$229.9K	0.01%
Independent Advisor Alliance	1,879	$227.4K	0.01%
Kestra Advisory Services, LLC	1,865	$225.7K	0.00%
Aptus Capital Advisors, LLC	1,175	$142.2K	0.00%
Moisand Fitzgerald Tamayo, LLC	643	$77.8K	0.01%
Coston, McIsaac & Partners	509	$61.0K	0.02%
CWM, LLC	470	$57.0K	0.00%
Comerica Bank	400	$48.4K	0.00%
Farther Finance Advisors, LLC	313	$37.9K	0.00%
Truvestments Capital LLC	300	$36.3K	0.01%
Allworth Financial LP	227	$27.5K	0.00%
Raymond James Financial Inc	219	$26.5K	0.00%
The PNC Financial Services Group, Inc.	200	$24.2K	0.00%
MTM Investment Management, LLC	177	$21.4K	0.01%
Golden State Wealth Management, LLC	156	$18.9K	0.00%
Atlantic Union Bankshares Corp	115	$13.9K	0.00%
Total Investment Management Inc	106	$12.8K	0.00%
Legacy Investment Solutions, LLC	22	$2.66K	0.00%
Asset Dedication, LLC	4	$494	0.00%
IFP Advisors, Inc	4	$484	0.00%

Sold out (9)

Institutions that held Strategy Inc at the end of Q1 2025 and filed for Q2 2025 without it.

Institutions that sold out of STRK in Q2 2025
Institution	Shares, Q1 2025	Value, Q1 2025
BlueCrest Capital Management Ltd	70,438	$5.92M
Barclays PLC	10,938	$918.9K
Citadel Advisors LLC	9,935	$834.6K
Stansberry Asset Management, LLC	8,576	$720.5K
HRT Financial LP	4,140	$347.0K
Susquehanna International Group, LLP	3,168	$266.1K
Jane Street Group, LLC	2,393	$201.0K
Angeles Wealth Management, LLC	290	$24.4K
US Bancorp	25	$2.10K

Not filed for Q2 2025 yet (1)

Institutions that held Strategy Inc at the end of Q1 2025 and haven't filed a 13F for Q2 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding STRK in Q1 2025 that haven't filed for Q2 2025
Institution	Shares, Q1 2025	Value, Q1 2025
Sandy Spring Bank	110	$9.24K