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 | $891.0M |
| 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, 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 |
|---|---|---|---|---|---|
| IFP Advisors, Inc | 4 | $484 | 0.00% | +4 | New |
| Asset Dedication, LLC | 4 | $494 | 0.00% | +4 | New |
| Legacy Wealth Managment, LLC | 22 | $2.66K | 0.00% | 00.0% | Unchanged |
| Legacy Investment Solutions, LLC | 22 | $2.66K | 0.00% | +22 | New |
| Total Investment Management Inc | 106 | $12.8K | 0.00% | +106 | New |
| Atlantic Union Bankshares Corp | 115 | $13.9K | 0.00% | +115 | New |
| Golden State Wealth Management, LLC | 156 | $18.9K | 0.00% | +156 | New |
| MTM Investment Management, LLC | 177 | $21.4K | 0.01% | +177 | New |
| The PNC Financial Services Group, Inc. | 200 | $24.2K | 0.00% | +200 | New |
| Raymond James Financial Inc | 219 | $26.5K | 0.00% | +219 | New |
| Allworth Financial LP | 227 | $27.5K | 0.00% | +227 | New |
| Millennium Management LLC | 32,600 | $36.3K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 300 | $36.3K | 0.01% | +300 | New |
| Farther Finance Advisors, LLC | 313 | $37.9K | 0.00% | +313 | New |
| Vision Financial Markets LLC | 357 | $43.1K | 0.04% | +7+2.0% | Added |
| Comerica Bank | 400 | $48.4K | 0.00% | +400 | New |
| CWM, LLC | 470 | $57.0K | 0.00% | +470 | New |
| Costello Asset Management, INC | 500 | $60.5K | 0.02% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 509 | $61.0K | 0.02% | +509 | New |
| Moisand Fitzgerald Tamayo, LLC | 643 | $77.8K | 0.01% | +643 | New |
| UBS Group AG | 650 | $78.7K | 0.00% | −49,736−98.7% | Reduced |
| Toronto Dominion Bank | 1,000 | $121.0K | 0.00% | 00.0% | Unchanged |
| Aptus Capital Advisors, LLC | 1,175 | $142.2K | 0.00% | +1,175 | New |
| Royal Bank of Canada | – | $217.0K | 0.00% | – | – |
| Kestra Advisory Services, LLC | 1,865 | $225.7K | 0.00% | +1,865 | New |
| Independent Advisor Alliance | 1,879 | $227.4K | 0.01% | +1,879 | New |
| Visionary Wealth Advisors | 1,900 | $229.9K | 0.01% | +1,900 | New |
| Venture Visionary Partners LLC | 2,000 | $242.0K | 0.01% | +2,000 | New |
| Harbour Investments, Inc. | 2,014 | $243.7K | 0.01% | +2,014 | New |
| Wealth Enhancement Advisory Services, LLC | 2,082 | $250.8K | 0.00% | +2,082 | New |
| King Wealth | 2,160 | $261.0K | 0.04% | +2,160 | New |
| Fiduciary Alliance LLC | 2,225 | $269.2K | 0.02% | +2,225 | New |
| Walkner Condon Financial Advisors LLC | 2,594 | $313.9K | 0.06% | +2,594 | New |
| Creative Planning | 2,596 | $314.2K | 0.00% | +2,596 | New |
| Good Life Advisors, LLC | 2,768 | $335.0K | 0.02% | +2,768 | New |
| Perennial Investment Advisors, LLC | 2,859 | $346.0K | 0.03% | 00.0% | Unchanged |
| Key Client Fiduciary Advisors, LLC | 2,945 | $356.4K | 0.15% | +2,945 | New |
| Bank of America Corp | 2,950 | $357.0K | 0.00% | +873+42.0% | Added |
| Avantax Planning Partners, Inc. | 2,953 | $357.3K | 0.01% | +2,953 | New |
| Pathstone Holdings, LLC | 3,000 | $363.0K | 0.00% | +3,000 | New |
| Balyasny Asset Management LLC | 3,040 | $367.9K | 0.00% | +3,040 | New |
| Ssi Investment Management LLC | 3,475 | $421.5K | 0.03% | −11,525−76.8% | Reduced |
| HighTower Advisors, LLC | 3,570 | $432.0K | 0.00% | +710+24.8% | Added |
| Argent Advisors, Inc. | 4,000 | $484.0K | 0.15% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 4,019 | $486.3K | 0.00% | +4,015+100,375.0% | Added |
| Ulland Investment Advisors, LLC | 4,075 | $493.0K | 0.38% | −1,900−31.8% | Reduced |
| Neuberger Berman Group LLC | 5,000 | $605.0K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 6,246 | $755.8K | 0.06% | −38−0.6% | Reduced |
| Oppenheimer & Co Inc | 7,010 | $848.3K | 0.01% | +2,970+73.5% | Added |
| Toroso Investments, LLC | 7,019 | $849.4K | 0.01% | +7,019 | New |
| Kestra Private Wealth Services, LLC | 7,372 | $892.1K | 0.01% | +172+2.4% | Added |
| National Bank of Canada | 7,407 | $893.4K | 0.00% | +7,407 | New |
| Wolverine Asset Management LLC | 9,176 | $999.7K | 0.02% | +817+9.8% | Added |
| Ewing Morris & Co. Investment Partners Ltd. | 8,901 | $1.08M | 0.48% | +8,901 | New |
| Palisade Capital Management LLC | 9,150 | $1.10M | 0.03% | −8,050−46.8% | Reduced |
| StoneX Group Inc. | 10,146 | $1.23M | 0.06% | +2,828+38.6% | Added |
| Wedbush Securities Inc | 10,840 | $1.31M | 0.05% | −500−4.4% | Reduced |
| Apollon Wealth Management, LLC | 11,600 | $1.40M | 0.03% | +11,600 | New |
| Wealthcare Advisory Partners LLC | 12,503 | $1.51M | 0.03% | +12,503 | New |
| Independent Financial Group, LLC | 15,205 | $1.84M | 0.05% | +1,310+9.4% | Added |
| Oak Grove Capital LLC | 16,500 | $2.00M | 0.46% | +16,500 | New |
| Steward Partners Investment Advisory, LLC | 19,225 | $2.33M | 0.02% | +12,065+168.5% | Added |
| UBS Oconnor LLC | 20,000 | $2.43M | 0.07% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 22,502 | $2.72M | 0.00% | +14,605+184.9% | Added |
| CRCM LP | 22,784 | $2.76M | 0.82% | +7,036+44.7% | Added |
| Ionic Capital Management LLC | 27,970 | $3.38M | 3.79% | −9,723−25.8% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 30,945 | $3.75M | 0.01% | +2,012+7.0% | Added |
| Stifel Financial Corp | 32,335 | $3.91M | 0.00% | +7,157+28.4% | Added |
| Advent Capital Management | 39,818 | $4.82M | 0.11% | +4,000+11.2% | Added |
| Greenland Capital Management LP | 40,000 | $4.84M | 0.62% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | – | $4.91M | 0.16% | – | New |
| Madden Securities Corp | 42,975 | $5.20M | 1.74% | +42,975 | New |
| Wells Fargo & Company | 50,325 | $6.09M | 0.00% | +11,111+28.3% | Added |
| Morgan Stanley | 64,214 | $7.77M | 0.00% | +50,987+385.5% | Added |
| Aspiring Ventures, LLC | 67,741 | $8.20M | 3.68% | +3,614+5.6% | Added |
| Hartline Investment Corp | 69,619 | $8.42M | 0.96% | +59,055+559.0% | Added |
| Invesco Ltd. | 71,000 | $8.59M | 0.00% | +33,000+86.8% | Added |
| State Street Corp | 146,000 | $15.4M | 0.00% | +40,000+37.7% | Added |
| LPL Financial LLC | 211,576 | $25.6M | 0.01% | +173,488+455.5% | Added |
| Hudson Bay Capital Management LP | 215,421 | $26.1M | 0.17% | +124,221+136.2% | Added |
| Van Eck Associates Corp | 357,149 | $43.2M | 0.05% | +106,688+42.6% | Added |
| Capital World Investors | 523,600 | $63.4M | 0.01% | +523,600 | New |
| Voya Investment Management LLC | 625,000 | $75.6M | 0.08% | 00.0% | Unchanged |
| BlackRock, Inc. | 905,940 | $109.6M | 0.00% | +282,292+45.3% | Added |
| FMR LLC | 1,442,194 | $175.0M | 0.01% | +412,894+40.1% | Added |
| Capital International Investors | 2,075,300 | $251.1M | 0.04% | +200,300+10.7% | Added |
| 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 |