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 |
|---|---|---|---|---|---|
| Strategic Advocates LLC | 4 | $367 | 0.00% | +4 | New |
| TD Private Client Wealth LLC | 14 | $1.28K | 0.00% | +14 | New |
| Legacy Wealth Managment, LLC | 22 | $2.02K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 29 | $2.73K | 0.00% | +29 | New |
| Royal Bank of Canada | – | $4.00K | 0.00% | – | – |
| Bank of Montreal | 50 | $4.58K | 0.00% | +50 | New |
| Advisory Services Network, LLC | 100 | $9.17K | 0.00% | +100 | New |
| Atlantic Union Bankshares Corp | 115 | $10.5K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 157 | $14.4K | 0.00% | +157 | New |
| The PNC Financial Services Group, Inc. | 200 | $18.3K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 200 | $18.3K | 0.00% | +200 | New |
| Activest Wealth Management | 205 | $18.8K | 0.00% | +205 | New |
| Farther Finance Advisors, LLC | 205 | $18.8K | 0.00% | −108−34.5% | Reduced |
| Allworth Financial LP | 227 | $20.8K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 267 | $24.5K | 0.00% | +111+71.2% | Added |
| Truvestments Capital LLC | 300 | $27.5K | 0.00% | 00.0% | Unchanged |
| Millennium Management LLC | 32,600 | $29.5K | 0.00% | 00.0% | Unchanged |
| Vision Financial Markets LLC | 365 | $33.4K | 0.03% | +8+2.2% | Added |
| Virtus ETF Advisers LLC | – | $36.7K | 0.02% | – | New |
| Costello Asset Management, INC | 500 | $45.9K | 0.02% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 500 | $45.9K | 0.00% | +500 | New |
| Fifth Third Bancorp | 630 | $57.8K | 0.00% | +630 | New |
| Moisand Fitzgerald Tamayo, LLC | 657 | $60.2K | 0.01% | +14+2.2% | Added |
| CWM, LLC | 883 | $81.0K | 0.00% | +413+87.9% | Added |
| UBS Group AG | 913 | $83.7K | 0.00% | +263+40.5% | Added |
| ORG Wealth Partners, LLC | 938 | $86.0K | 0.02% | +938 | New |
| Toronto Dominion Bank | 1,000 | $91.0K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 1,101 | $101.0K | 0.00% | +701+175.3% | Added |
| Aptus Capital Advisors, LLC | 1,257 | $115.3K | 0.00% | +82+7.0% | Added |
| Venture Visionary Partners LLC | 2,550 | $233.8K | 0.01% | +550+27.5% | Added |
| 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 |
| Captrust Financial Advisors | 2,855 | $261.8K | 0.00% | +2,855 | New |
| Avantax Planning Partners, Inc. | 2,953 | $270.8K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 2,959 | $271.3K | 0.01% | +945+46.9% | Added |
| Key Client Fiduciary Advisors, LLC | 2,967 | $272.1K | 0.09% | +22+0.7% | Added |
| Sovran Advisors, LLC | 3,415 | $284.1K | 0.03% | +3,415 | New |
| HRT Financial LP | 3,236 | $296.0K | 0.00% | +3,236 | New |
| Ssi Investment Management LLC | 3,445 | $309.4K | 0.02% | −30−0.9% | Reduced |
| Bank of America Corp | 3,450 | $316.4K | 0.00% | +500+16.9% | Added |
| Marex Group plc | 3,675 | $337.0K | 0.00% | +3,675 | New |
| Ulland Investment Advisors, LLC | 4,075 | $374.0K | 0.28% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 4,601 | $421.9K | 0.00% | +4,601 | New |
| Advisor Group Holdings, Inc. | 4,873 | $449.5K | 0.00% | +854+21.2% | Added |
| Kestra Private Wealth Services, LLC | 4,922 | $451.3K | 0.01% | −2,450−33.2% | Reduced |
| Neuberger Berman Group LLC | 5,000 | $458.5K | 0.00% | 00.0% | Unchanged |
| Independent Advisor Alliance | 5,537 | $507.8K | 0.01% | +3,658+194.7% | Added |
| Oppenheimer & Co Inc | 5,555 | $509.4K | 0.01% | −1,455−20.8% | Reduced |
| Left Brain Wealth Management, LLC | 6,075 | $557.1K | 0.17% | +6,075 | New |
| Wealth Enhancement Advisory Services, LLC | 5,897 | $567.3K | 0.00% | +3,815+183.2% | Added |
| Beaird Harris Wealth Management, LLC | 6,336 | $581.0K | 0.04% | +90+1.4% | Added |
| Kestra Advisory Services, LLC | 6,494 | $595.5K | 0.00% | +4,629+248.2% | Added |
| HighTower Advisors, LLC | 6,575 | $602.9K | 0.00% | +3,005+84.2% | Added |
| Toroso Investments, LLC | 7,543 | $691.7K | 0.00% | +524+7.5% | Added |
| Palisade Capital Management LLC | 8,250 | $745.1K | 0.02% | −900−9.8% | Reduced |
| Oak Grove Capital LLC | 8,700 | $797.8K | 0.17% | −7,800−47.3% | Reduced |
| Wolverine Asset Management LLC | 8,716 | $799.4K | 0.01% | −460−5.0% | Reduced |
| Ewing Morris & Co. Investment Partners Ltd. | 9,241 | $847.4K | 0.36% | +340+3.8% | Added |
| UBS Oconnor LLC | 9,500 | $871.9K | 0.03% | −10,500−52.5% | Reduced |
| StoneX Group Inc. | 10,540 | $966.5K | 0.04% | +394+3.9% | Added |
| Independent Financial Group, LLC | 13,233 | $1.21M | 0.03% | −1,972−13.0% | Reduced |
| Wealthcare Advisory Partners LLC | 14,093 | $1.29M | 0.03% | +1,590+12.7% | Added |
| Wedbush Securities Inc | 14,270 | $1.31M | 0.04% | +3,430+31.6% | Added |
| Apollon Wealth Management, LLC | 17,250 | $1.58M | 0.03% | +5,650+48.7% | Added |
| Wells Fargo & Company | 17,497 | $1.60M | 0.00% | −32,828−65.2% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 17,819 | $1.63M | 0.00% | −13,126−42.4% | Reduced |
| Deutsche Bank AG | 18,313 | $1.68M | 0.00% | +18,313 | New |
| Steward Partners Investment Advisory, LLC | 19,335 | $1.77M | 0.01% | +110+0.6% | Added |
| Madden Securities Corp | 19,800 | $1.82M | 0.56% | −23,175−53.9% | Reduced |
| CRCM LP | 22,784 | $2.09M | 0.60% | 00.0% | Unchanged |
| Uniplan Investment Counsel, Inc. | 22,814 | $2.09M | 0.20% | +22,814 | New |
| National Bank of Canada | 23,759 | $2.16M | 0.00% | +16,352+220.8% | Added |
| Commonwealth Equity Services, LLC | 34,694 | $3.18M | 0.00% | +12,192+54.2% | Added |
| Greenland Capital Management LP | 40,000 | $3.67M | 0.54% | 00.0% | Unchanged |
| Ionic Capital Management LLC | 42,209 | $3.87M | 4.31% | +14,239+50.9% | Added |
| Stifel Financial Corp | 54,008 | $4.95M | 0.00% | +21,673+67.0% | Added |
| ParaFi Capital LP | 61,500 | $5.64M | 1.23% | +61,500 | New |
| Hartline Investment Corp | 62,813 | $5.76M | 0.60% | −6,806−9.8% | Reduced |
| Morgan Stanley | 67,134 | $6.16M | 0.00% | +2,920+4.5% | Added |
| Invesco Ltd. | 71,000 | $6.51M | 0.00% | 00.0% | Unchanged |
| Aspiring Ventures, LLC | 72,525 | $6.65M | 2.35% | +4,784+7.1% | Added |
| Advent Capital Management | 93,238 | $8.53M | 0.19% | +53,420+134.2% | Added |
| Alpine Global Management, LLC | 129,238 | $11.6M | 2.39% | +129,238 | New |
| Calamos Advisors LLC | 150,000 | $13.8M | 0.06% | +150,000 | New |
| State Street Corp | 173,000 | $16.1M | 0.00% | +27,000+18.5% | Added |
| Hudson Bay Capital Management LP | 212,231 | $19.4M | 0.12% | −3,190−1.5% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 241,692 | $22.2M | 0.04% | +241,692 | New |
| LPL Financial LLC | 248,912 | $22.8M | 0.01% | +37,336+17.6% | Added |
| Van Eck Associates Corp | 390,105 | $35.8M | 0.03% | +32,956+9.2% | Added |
| FMR LLC | 397,816 | $36.5M | 0.00% | −1,044,378−72.4% | Reduced |
| Voya Investment Management LLC | 625,000 | $57.3M | 0.06% | 00.0% | Unchanged |
| Capital World Investors | 636,284 | $58.3M | 0.01% | +112,684+21.5% | Added |
| BlackRock, Inc. | 1,021,548 | $93.7M | 0.00% | +115,608+12.8% | Added |
| Capital International Investors | 2,083,600 | $191.1M | 0.03% | +8,300+0.4% | Added |
| 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 |