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