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, Q3 2025
Institutional positions in Strategy Inc as of Sep 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
- 94
- +10 vs. Q2 2025
- Shares held
- 7.34M
- −27.6K (−0.4%) vs. Q2 2025
- Total value
- $669.9M
- −$220.7M (−24.8%) vs. Q2 2025
- New holders
- 25
- 38 more added
- Sold out
- 15
- 15 more reduced
2 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding Strategy Inc; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Capital International Investors | 2,083,600 | $191.1M | 0.03% | +8,300+0.4% | Added |
| BlackRock, Inc. | 1,021,548 | $93.7M | 0.00% | +115,608+12.8% | Added |
| Capital World Investors | 636,284 | $58.3M | 0.01% | +112,684+21.5% | Added |
| Voya Investment Management LLC | 625,000 | $57.3M | 0.06% | 00.0% | Unchanged |
| FMR LLC | 397,816 | $36.5M | 0.00% | −1,044,378−72.4% | Reduced |
| Van Eck Associates Corp | 390,105 | $35.8M | 0.03% | +32,956+9.2% | Added |
| LPL Financial LLC | 248,912 | $22.8M | 0.01% | +37,336+17.6% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 241,692 | $22.2M | 0.04% | +241,692 | New |
| Hudson Bay Capital Management LP | 212,231 | $19.4M | 0.12% | −3,190−1.5% | Reduced |
| State Street Corp | 173,000 | $16.1M | 0.00% | +27,000+18.5% | Added |
| Calamos Advisors LLC | 150,000 | $13.8M | 0.06% | +150,000 | New |
| Alpine Global Management, LLC | 129,238 | $11.6M | 2.39% | +129,238 | New |
| Advent Capital Management | 93,238 | $8.53M | 0.19% | +53,420+134.2% | Added |
| Aspiring Ventures, LLC | 72,525 | $6.65M | 2.35% | +4,784+7.1% | Added |
| Invesco Ltd. | 71,000 | $6.51M | 0.00% | 00.0% | Unchanged |
| Morgan Stanley | 67,134 | $6.16M | 0.00% | +2,920+4.5% | Added |
| Hartline Investment Corp | 62,813 | $5.76M | 0.60% | −6,806−9.8% | Reduced |
| ParaFi Capital LP | 61,500 | $5.64M | 1.23% | +61,500 | New |
| Stifel Financial Corp | 54,008 | $4.95M | 0.00% | +21,673+67.0% | Added |
| Ionic Capital Management LLC | 42,209 | $3.87M | 4.31% | +14,239+50.9% | Added |
| Greenland Capital Management LP | 40,000 | $3.67M | 0.54% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 34,694 | $3.18M | 0.00% | +12,192+54.2% | Added |
| National Bank of Canada | 23,759 | $2.16M | 0.00% | +16,352+220.8% | Added |
| Uniplan Investment Counsel, Inc. | 22,814 | $2.09M | 0.20% | +22,814 | New |
| CRCM LP | 22,784 | $2.09M | 0.60% | 00.0% | Unchanged |
| Madden Securities Corp | 19,800 | $1.82M | 0.56% | −23,175−53.9% | Reduced |
| Steward Partners Investment Advisory, LLC | 19,335 | $1.77M | 0.01% | +110+0.6% | Added |
| Deutsche Bank AG | 18,313 | $1.68M | 0.00% | +18,313 | New |
| Cambridge Investment Research Advisors, Inc. | 17,819 | $1.63M | 0.00% | −13,126−42.4% | Reduced |
| Wells Fargo & Company | 17,497 | $1.60M | 0.00% | −32,828−65.2% | Reduced |
| Apollon Wealth Management, LLC | 17,250 | $1.58M | 0.03% | +5,650+48.7% | Added |
| Wedbush Securities Inc | 14,270 | $1.31M | 0.04% | +3,430+31.6% | Added |
| Wealthcare Advisory Partners LLC | 14,093 | $1.29M | 0.03% | +1,590+12.7% | Added |
| Independent Financial Group, LLC | 13,233 | $1.21M | 0.03% | −1,972−13.0% | Reduced |
| StoneX Group Inc. | 10,540 | $966.5K | 0.04% | +394+3.9% | Added |
| UBS Oconnor LLC | 9,500 | $871.9K | 0.03% | −10,500−52.5% | Reduced |
| Ewing Morris & Co. Investment Partners Ltd. | 9,241 | $847.4K | 0.36% | +340+3.8% | Added |
| Wolverine Asset Management LLC | 8,716 | $799.4K | 0.01% | −460−5.0% | Reduced |
| Oak Grove Capital LLC | 8,700 | $797.8K | 0.17% | −7,800−47.3% | Reduced |
| Palisade Capital Management LLC | 8,250 | $745.1K | 0.02% | −900−9.8% | Reduced |
| Toroso Investments, LLC | 7,543 | $691.7K | 0.00% | +524+7.5% | Added |
| HighTower Advisors, LLC | 6,575 | $602.9K | 0.00% | +3,005+84.2% | Added |
| Kestra Advisory Services, LLC | 6,494 | $595.5K | 0.00% | +4,629+248.2% | Added |
| Beaird Harris Wealth Management, LLC | 6,336 | $581.0K | 0.04% | +90+1.4% | Added |
| Wealth Enhancement Advisory Services, LLC | 5,897 | $567.3K | 0.00% | +3,815+183.2% | Added |
| Left Brain Wealth Management, LLC | 6,075 | $557.1K | 0.17% | +6,075 | New |
| Oppenheimer & Co Inc | 5,555 | $509.4K | 0.01% | −1,455−20.8% | Reduced |
| Independent Advisor Alliance | 5,537 | $507.8K | 0.01% | +3,658+194.7% | Added |
| Neuberger Berman Group LLC | 5,000 | $458.5K | 0.00% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 4,922 | $451.3K | 0.01% | −2,450−33.2% | Reduced |
| Advisor Group Holdings, Inc. | 4,873 | $449.5K | 0.00% | +854+21.2% | Added |
| Envestnet Asset Management Inc | 4,601 | $421.9K | 0.00% | +4,601 | New |
| Ulland Investment Advisors, LLC | 4,075 | $374.0K | 0.28% | 00.0% | Unchanged |
| Marex Group plc | 3,675 | $337.0K | 0.00% | +3,675 | New |
| Bank of America Corp | 3,450 | $316.4K | 0.00% | +500+16.9% | Added |
| Ssi Investment Management LLC | 3,445 | $309.4K | 0.02% | −30−0.9% | Reduced |
| HRT Financial LP | 3,236 | $296.0K | 0.00% | +3,236 | New |
| Sovran Advisors, LLC | 3,415 | $284.1K | 0.03% | +3,415 | New |
| Key Client Fiduciary Advisors, LLC | 2,967 | $272.1K | 0.09% | +22+0.7% | Added |
| Harbour Investments, Inc. | 2,959 | $271.3K | 0.01% | +945+46.9% | Added |
| Avantax Planning Partners, Inc. | 2,953 | $270.8K | 0.01% | 00.0% | Unchanged |
| Captrust Financial Advisors | 2,855 | $261.8K | 0.00% | +2,855 | New |
| Fiduciary Alliance LLC | 2,800 | $256.8K | 0.02% | +575+25.8% | Added |
| Calamos Wealth Management LLC | 2,800 | $256.8K | 0.01% | +2,800 | New |
| Venture Visionary Partners LLC | 2,550 | $233.8K | 0.01% | +550+27.5% | Added |
| Aptus Capital Advisors, LLC | 1,257 | $115.3K | 0.00% | +82+7.0% | Added |
| Comerica Bank | 1,101 | $101.0K | 0.00% | +701+175.3% | Added |
| Toronto Dominion Bank | 1,000 | $91.0K | 0.00% | 00.0% | Unchanged |
| ORG Wealth Partners, LLC | 938 | $86.0K | 0.02% | +938 | New |
| UBS Group AG | 913 | $83.7K | 0.00% | +263+40.5% | Added |
| CWM, LLC | 883 | $81.0K | 0.00% | +413+87.9% | Added |
| Moisand Fitzgerald Tamayo, LLC | 657 | $60.2K | 0.01% | +14+2.2% | Added |
| Fifth Third Bancorp | 630 | $57.8K | 0.00% | +630 | New |
| Costello Asset Management, INC | 500 | $45.9K | 0.02% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 500 | $45.9K | 0.00% | +500 | New |
| Virtus ETF Advisers LLC | – | $36.7K | 0.02% | – | New |
| Vision Financial Markets LLC | 365 | $33.4K | 0.03% | +8+2.2% | Added |
| Millennium Management LLC | 32,600 | $29.5K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 300 | $27.5K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 267 | $24.5K | 0.00% | +111+71.2% | Added |
| Allworth Financial LP | 227 | $20.8K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 205 | $18.8K | 0.00% | −108−34.5% | Reduced |
| Activest Wealth Management | 205 | $18.8K | 0.00% | +205 | New |
| GWM Advisors LLC | 200 | $18.3K | 0.00% | +200 | New |
| The PNC Financial Services Group, Inc. | 200 | $18.3K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 157 | $14.4K | 0.00% | +157 | New |
| Atlantic Union Bankshares Corp | 115 | $10.5K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 100 | $9.17K | 0.00% | +100 | New |
| Bank of Montreal | 50 | $4.58K | 0.00% | +50 | New |
| Royal Bank of Canada | – | $4.00K | 0.00% | – | – |
| Sound Income Strategies, LLC | 29 | $2.73K | 0.00% | +29 | New |
| Legacy Wealth Managment, LLC | 22 | $2.02K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 14 | $1.28K | 0.00% | +14 | New |
| Strategic Advocates LLC | 4 | $367 | 0.00% | +4 | New |
| Altshuler Shaham Ltd | 0 | $0 | 0.00% | – | Sold out |
| Argent Advisors, Inc. | 0 | $0 | 0.00% | −4,000−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −3,040−100.0% | Sold out |
| Pathstone Holdings, LLC | 0 | $0 | 0.00% | −3,000−100.0% | Sold out |
| Perennial Investment Advisors, LLC | 0 | $0 | 0.00% | −2,859−100.0% | Sold out |
| Creative Planning | 0 | $0 | 0.00% | −2,596−100.0% | Sold out |