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, Q4 2025
Institutional positions in Strategy Inc as of Dec 31, 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
- 87
- −7 vs. Q3 2025
- Shares held
- 7.15M
- −191.8K (−2.6%) vs. Q3 2025
- Total value
- $563.5M
- −$106.4M (−15.9%) vs. Q3 2025
- New holders
- 15
- 31 more added
- Sold out
- 22
- 24 more reduced
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Strategy Inc; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Capital International Investors | 2,092,400 | $164.8M | 0.03% | +8,800+0.4% | Added |
| BlackRock, Inc. | 1,062,748 | $83.7M | 0.00% | +41,200+4.0% | Added |
| Capital World Investors | 636,284 | $50.1M | 0.01% | 00.0% | Unchanged |
| Voya Investment Management LLC | 625,000 | $49.2M | 0.05% | 00.0% | Unchanged |
| Van Eck Associates Corp | 419,669 | $33.1M | 0.03% | +29,564+7.6% | Added |
| LPL Financial LLC | 258,356 | $20.3M | 0.01% | +9,444+3.8% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 241,068 | $19.0M | 0.03% | −624−0.3% | Reduced |
| ParaFi Capital LP | 200,378 | $15.8M | 4.42% | +138,878+225.8% | Added |
| Calamos Advisors LLC | 200,000 | $15.8M | 0.06% | +50,000+33.3% | Added |
| Kovack Advisors, Inc. | 182,079 | $14.3M | 0.68% | +182,079 | New |
| State Street Corp | 165,000 | $13.5M | 0.00% | −8,000−4.6% | Reduced |
| Infrastructure Capital Advisors, LLC | 139,204 | $11.0M | 1.21% | +139,204 | New |
| FMR LLC | 135,600 | $10.7M | 0.00% | −262,216−65.9% | Reduced |
| Advent Capital Management | 105,738 | $8.36M | 0.19% | +12,500+13.4% | Added |
| Aspiring Ventures, LLC | 83,130 | $6.55M | 2.32% | +10,605+14.6% | Added |
| Greenland Capital Management LP | 70,000 | $5.51M | 0.80% | +30,000+75.0% | Added |
| Morgan Stanley | 46,295 | $3.65M | 0.00% | −20,839−31.0% | Reduced |
| Stifel Financial Corp | 45,653 | $3.60M | 0.00% | −8,355−15.5% | Reduced |
| Pasadena Private Wealth, LLC | 37,164 | $2.93M | 0.40% | +37,164 | New |
| National Bank of Canada | 32,724 | $2.58M | 0.00% | +8,965+37.7% | Added |
| Ionic Capital Management LLC | 28,772 | $2.27M | 2.24% | −13,437−31.8% | Reduced |
| Deutsche Bank AG | 26,300 | $2.07M | 0.00% | +7,987+43.6% | Added |
| Mercer Global Advisors Inc | 23,843 | $1.88M | 0.00% | +23,843 | New |
| Wells Fargo & Company | 22,037 | $1.74M | 0.00% | +4,540+25.9% | Added |
| Commonwealth Equity Services, LLC | 19,733 | $1.55M | 0.00% | −14,961−43.1% | Reduced |
| Steward Partners Investment Advisory, LLC | 17,875 | $1.41M | 0.01% | −1,460−7.6% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 17,497 | $1.38M | 0.00% | −322−1.8% | Reduced |
| Jane Street Group, LLC | 17,335 | $1.37M | 0.00% | +17,335 | New |
| Wealthcare Advisory Partners LLC | 17,216 | $1.36M | 0.03% | +3,123+22.2% | Added |
| Sentinel Dome Partners, LLC | 16,000 | $1.26M | 0.86% | +16,000 | New |
| Wedbush Securities Inc | 14,499 | $1.14M | 0.03% | +229+1.6% | Added |
| Independent Financial Group, LLC | 12,670 | $997.9K | 0.02% | −563−4.3% | Reduced |
| Ewing Morris & Co. Investment Partners Ltd. | 9,492 | $756.8K | 0.33% | +251+2.7% | Added |
| UBS Oconnor LLC | 9,500 | $751.1K | 0.02% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 9,300 | $732.5K | 0.00% | +9,300 | New |
| Beaird Harris Wealth Management, LLC | 6,336 | $499.0K | 0.03% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 5,990 | $471.8K | 0.00% | −504−7.8% | Reduced |
| Independent Advisor Alliance | 5,840 | $459.9K | 0.01% | +303+5.5% | Added |
| Wealth Enhancement Advisory Services, LLC | 4,832 | $399.8K | 0.00% | −1,065−18.1% | Reduced |
| Apollon Wealth Management, LLC | 5,000 | $393.8K | 0.01% | −12,250−71.0% | Reduced |
| Neuberger Berman Group LLC | 5,000 | $393.8K | 0.00% | 00.0% | Unchanged |
| HRT Financial LP | 4,549 | $358.0K | 0.00% | +1,313+40.6% | Added |
| Marex Group plc | 4,400 | $346.5K | 0.00% | +725+19.7% | Added |
| Captrust Financial Advisors | 4,391 | $345.8K | 0.00% | +1,536+53.8% | Added |
| Ulland Investment Advisors, LLC | 4,075 | $321.0K | 0.26% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 4,050 | $309.1K | 0.00% | +4,050 | New |
| Advisor Group Holdings, Inc. | 3,844 | $302.7K | 0.00% | −1,029−21.1% | Reduced |
| GWM Advisors LLC | 3,705 | $291.8K | 0.00% | +3,505+1,752.5% | Added |
| Bank of America Corp | 3,700 | $291.4K | 0.00% | +250+7.2% | Added |
| Ssi Investment Management LLC | 3,445 | $275.6K | 0.02% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 3,446 | $271.4K | 0.00% | +3,446 | New |
| HighTower Advisors, LLC | 3,210 | $252.8K | 0.00% | −3,365−51.2% | Reduced |
| Kestra Private Wealth Services, LLC | 3,086 | $243.1K | 0.00% | −1,836−37.3% | Reduced |
| Fiduciary Alliance LLC | 2,997 | $236.0K | 0.02% | +197+7.0% | Added |
| Wolverine Asset Management LLC | 2,916 | $233.4K | 0.00% | −5,800−66.5% | Reduced |
| Avantax Planning Partners, Inc. | 2,953 | $232.6K | 0.01% | 00.0% | Unchanged |
| Sovran Advisors, LLC | 2,579 | $225.4K | 0.02% | −836−24.5% | Reduced |
| Calamos Wealth Management LLC | 2,800 | $220.5K | 0.01% | 00.0% | Unchanged |
| Marathon Trading Investment Management LLC | 2,100 | $165.4K | 0.02% | +2,100 | New |
| Innovative Advisory Group, LLC | 1,970 | $155.1K | 0.10% | +1,970 | New |
| Aptus Capital Advisors, LLC | 1,260 | $99.2K | 0.00% | +3+0.2% | Added |
| Global Retirement Partners, LLC | 1,000 | $78.8K | 0.00% | +500+100.0% | Added |
| ORG Wealth Partners, LLC | 938 | $73.9K | 0.02% | 00.0% | Unchanged |
| CWM, LLC | 895 | $71.0K | 0.00% | +12+1.4% | Added |
| Harbour Investments, Inc. | 875 | $68.9K | 0.00% | −2,084−70.4% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 673 | $53.0K | 0.01% | +16+2.4% | Added |
| The PNC Financial Services Group, Inc. | 672 | $52.9K | 0.00% | +472+236.0% | Added |
| Costello Asset Management, INC | 500 | $39.4K | 0.01% | 00.0% | Unchanged |
| Virtus ETF Advisers LLC | – | $31.6K | 0.01% | – | – |
| Vision Financial Markets LLC | 366 | $28.8K | 0.03% | +1+0.3% | Added |
| Allworth Financial LP | 301 | $23.7K | 0.00% | +74+32.6% | Added |
| Truvestments Capital LLC | 300 | $23.6K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 243 | $19.1K | 0.00% | −24−9.0% | Reduced |
| Activest Wealth Management | 205 | $16.1K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 157 | $12.4K | 0.00% | 00.0% | Unchanged |
| Eq Wealth Advisors, LLC | 151 | $11.9K | 0.01% | +151 | New |
| Farther Finance Advisors, LLC | 105 | $8.30K | 0.00% | −100−48.8% | Reduced |
| Sound Income Strategies, LLC | 92 | $7.97K | 0.00% | +63+217.2% | Added |
| UBS Group AG | 57 | $4.49K | 0.00% | −856−93.8% | Reduced |
| Royal Bank of Canada | – | $4.00K | 0.00% | – | – |
| Triumph Capital Management | 30 | $2.36K | 0.00% | +30 | New |
| Ankerstar Wealth, LLC | 24 | $1.89K | 0.00% | +24 | New |
| Legacy Wealth Managment, LLC | 22 | $1.73K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 21 | $1.65K | 0.00% | −1,080−98.1% | Reduced |
| Asset Dedication, LLC | 13 | $1.02K | 0.00% | +13 | New |
| Strategic Advocates LLC | 6 | $488 | 0.00% | +2+50.0% | Added |
| Atlantic Union Bankshares Corp | 5 | $394 | 0.00% | −110−95.7% | Reduced |
| Hudson Bay Capital Management LP | 0 | $0 | 0.00% | −212,231−100.0% | Sold out |
| Alpine Global Management, LLC | 0 | $0 | 0.00% | −129,238−100.0% | Sold out |
| Invesco Ltd. | 0 | $0 | 0.00% | −71,000−100.0% | Sold out |
| Hartline Investment Corp | 0 | $0 | 0.00% | −62,813−100.0% | Sold out |
| Uniplan Investment Counsel, Inc. | 0 | $0 | 0.00% | −22,814−100.0% | Sold out |
| CRCM LP | 0 | $0 | 0.00% | −22,784−100.0% | Sold out |
| Madden Securities Corp | 0 | $0 | 0.00% | −19,800−100.0% | Sold out |
| StoneX Group Inc. | 0 | $0 | 0.00% | −10,540−100.0% | Sold out |
| Oak Grove Capital LLC | 0 | $0 | 0.00% | −8,700−100.0% | Sold out |
| Palisade Capital Management LLC | 0 | $0 | 0.00% | −8,250−100.0% | Sold out |
| Toroso Investments, LLC | 0 | $0 | 0.00% | −7,543−100.0% | Sold out |
| Left Brain Wealth Management, LLC | 0 | $0 | 0.00% | −6,075−100.0% | Sold out |
| Oppenheimer & Co Inc | 0 | $0 | 0.00% | −5,555−100.0% | Sold out |