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

Q3 2025 vs. Q2 2025

How the institutions holding Strategy Inc changed between Q2 2025 and Q3 2025.

All holders in Q3 2025 All holders in Q2 2025

13F holders of STRK: Q2 2025 compared with Q3 2025
Measure	Q2 2025	Of which not filed for Q3 2025	Q3 2025	Change
Holders	86	2	94	+10
Shares	7.37M	2.79K	7.34M	−27.6K (−0.4%)
Value	$891.0M	$337.7K	$669.9M	−$220.7M (−24.8%)

2 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (25)

Institutions that held Strategy Inc at the end of Q3 2025 but not at the end of Q2 2025.

Institutions new to STRK in Q3 2025
Institution	Shares	Value	% of portfolio
Mirae Asset Global ETFs Holdings Ltd.	241,692	$22.2M	0.04%
Calamos Advisors LLC	150,000	$13.8M	0.06%
Alpine Global Management, LLC	129,238	$11.6M	2.39%
ParaFi Capital LP	61,500	$5.64M	1.23%
Uniplan Investment Counsel, Inc.	22,814	$2.09M	0.20%
Deutsche Bank AG	18,313	$1.68M	0.00%
Left Brain Wealth Management, LLC	6,075	$557.1K	0.17%
Envestnet Asset Management Inc	4,601	$421.9K	0.00%
Marex Group plc	3,675	$337.0K	0.00%
HRT Financial LP	3,236	$296.0K	0.00%
Sovran Advisors, LLC	3,415	$284.1K	0.03%
Captrust Financial Advisors	2,855	$261.8K	0.00%
Calamos Wealth Management LLC	2,800	$256.8K	0.01%
ORG Wealth Partners, LLC	938	$86.0K	0.02%
Fifth Third Bancorp	630	$57.8K	0.00%
Global Retirement Partners, LLC	500	$45.9K	0.00%
Virtus ETF Advisers LLC	–	$36.7K	0.02%
Activest Wealth Management	205	$18.8K	0.00%
GWM Advisors LLC	200	$18.3K	0.00%
UMA Financial Services, Inc.	157	$14.4K	0.00%
Advisory Services Network, LLC	100	$9.17K	0.00%
Bank of Montreal	50	$4.58K	0.00%
Sound Income Strategies, LLC	29	$2.73K	0.00%
TD Private Client Wealth LLC	14	$1.28K	0.00%
Strategic Advocates LLC	4	$367	0.00%

Sold out (15)

Institutions that held Strategy Inc at the end of Q2 2025 and filed for Q3 2025 without it.

Institutions that sold out of STRK in Q3 2025
Institution	Shares, Q2 2025	Value, Q2 2025
Altshuler Shaham Ltd	–	$4.91M
Argent Advisors, Inc.	4,000	$484.0K
Balyasny Asset Management LLC	3,040	$367.9K
Pathstone Holdings, LLC	3,000	$363.0K
Perennial Investment Advisors, LLC	2,859	$346.0K
Creative Planning	2,596	$314.2K
Walkner Condon Financial Advisors LLC	2,594	$313.9K
King Wealth	2,160	$261.0K
Visionary Wealth Advisors	1,900	$229.9K
Coston, McIsaac & Partners	509	$61.0K
Raymond James Financial Inc	219	$26.5K
MTM Investment Management, LLC	177	$21.4K
Total Investment Management Inc	106	$12.8K
Asset Dedication, LLC	4	$494
IFP Advisors, Inc	4	$484

Not filed for Q3 2025 yet (2)

Institutions that held Strategy Inc at the end of Q2 2025 and haven't filed a 13F for Q3 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding STRK in Q2 2025 that haven't filed for Q3 2025
Institution	Shares, Q2 2025	Value, Q2 2025
Good Life Advisors, LLC	2,768	$335.0K
Legacy Investment Solutions, LLC	22	$2.66K