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, Q1 2026
Institutional positions in Strategy Inc as of Mar 31, 2026. 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. Q4 2025
- Shares held
- 6.50M
- −640.0K (−9.0%) vs. Q4 2025
- Total value
- $445.1M
- −$117.6M (−20.9%) vs. Q4 2025
- New holders
- 19
- 28 more added
- Sold out
- 9
- 21 more reduced
3 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Strategy Inc; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Capital International Investors | 1,522,681 | $107.7M | 0.03% | −569,719−27.2% | Reduced |
| BlackRock, Inc. | 969,048 | $68.5M | 0.00% | −93,700−8.8% | Reduced |
| Capital World Investors | 736,597 | $52.1M | 0.01% | +100,313+15.8% | Added |
| ParaFi Capital LP | 430,628 | $30.4M | 10.07% | +230,250+114.9% | Added |
| Van Eck Associates Corp | 355,290 | $25.1M | 0.02% | −64,379−15.3% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 300,109 | $21.2M | 0.03% | +59,041+24.5% | Added |
| LPL Financial LLC | 252,865 | $17.9M | 0.00% | −5,491−2.1% | Reduced |
| Kovack Advisors, Inc. | 201,990 | $14.4M | 0.77% | +19,911+10.9% | Added |
| Calamos Advisors LLC | 200,000 | $14.1M | 0.05% | 00.0% | Unchanged |
| State Street Corp | 168,000 | $11.9M | 0.00% | +3,000+1.8% | Added |
| Infrastructure Capital Advisors, LLC | 153,001 | $10.8M | 1.02% | +13,797+9.9% | Added |
| FMR LLC | 135,600 | $9.64M | 0.00% | 00.0% | Unchanged |
| Advent Capital Management | 97,805 | $6.96M | 0.21% | −7,933−7.5% | Reduced |
| Aspiring Ventures, LLC | 81,502 | $5.76M | 1.91% | −1,628−2.0% | Reduced |
| Greenland Capital Management LP | 71,681 | $5.07M | 1.01% | +1,681+2.4% | Added |
| Morgan Stanley | 65,075 | $4.60M | 0.00% | +18,780+40.6% | Added |
| Stifel Financial Corp | 56,829 | $4.02M | 0.00% | +11,176+24.5% | Added |
| Ionic Capital Management LLC | 37,772 | $2.67M | 2.24% | +9,000+31.3% | Added |
| Pasadena Private Wealth, LLC | 35,732 | $2.53M | 0.35% | −1,432−3.9% | Reduced |
| National Bank of Canada | 34,054 | $2.41M | 0.00% | +1,330+4.1% | Added |
| Manufacturers Life Insurance Company, The | 24,300 | $1.73M | 0.00% | +24,300 | New |
| Andina Capital Management, LLC | 22,309 | $1.58M | 1.40% | +22,309 | New |
| Wells Fargo & Company | 21,008 | $1.49M | 0.00% | −1,029−4.7% | Reduced |
| Wealthcare Advisory Partners LLC | 20,792 | $1.47M | 0.03% | +3,576+20.8% | Added |
| Commonwealth Equity Services, LLC | 20,516 | $1.45M | 0.00% | +783+4.0% | Added |
| Mercer Global Advisors Inc | 20,256 | $1.43M | 0.00% | −3,587−15.0% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 16,997 | $1.20M | 0.00% | −500−2.9% | Reduced |
| Marex Group plc | 16,401 | $1.16M | 0.01% | +12,001+272.8% | Added |
| Sentinel Dome Partners, LLC | 16,000 | $1.13M | 1.08% | 00.0% | Unchanged |
| Regions Financial Corp | 14,500 | $1.03M | 0.01% | +14,500 | New |
| Wedbush Securities Inc | 14,449 | $1.02M | 0.03% | −50−0.3% | Reduced |
| Independent Financial Group, LLC | 12,970 | $917.0K | 0.02% | +300+2.4% | Added |
| Jane Street Group, LLC | 12,284 | $868.5K | 0.00% | −5,051−29.1% | Reduced |
| Ewing Morris & Co. Investment Partners Ltd. | 10,681 | $755.1K | 0.34% | +1,189+12.5% | Added |
| Apollon Wealth Management, LLC | 10,200 | $721.1K | 0.01% | +5,200+104.0% | Added |
| Baird Financial Group, Inc. | 9,300 | $657.5K | 0.00% | 00.0% | Unchanged |
| Deutsche Bank AG | 7,900 | $558.5K | 0.00% | −18,400−70.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 7,810 | $552.2K | 0.00% | −10,065−56.3% | Reduced |
| Independent Advisor Alliance | 5,940 | $419.9K | 0.00% | +100+1.7% | Added |
| Citadel Advisors LLC | 5,558 | $393.0K | 0.00% | +5,558 | New |
| UBS Group AG | 5,125 | $362.3K | 0.00% | +5,068+8,891.2% | Added |
| GWM Advisors LLC | 5,045 | $356.7K | 0.00% | +1,340+36.2% | Added |
| Neuberger Berman Group LLC | 5,000 | $353.5K | 0.00% | 00.0% | Unchanged |
| One Capital Management, LLC | 4,837 | $342.0K | 0.01% | +4,837 | New |
| Cerity Partners LLC | 4,580 | $323.8K | 0.00% | +4,580 | New |
| Sovran Advisors, LLC | 3,924 | $307.0K | 0.02% | +1,345+52.2% | Added |
| Harbour Investments, Inc. | 4,287 | $303.1K | 0.00% | +3,412+389.9% | Added |
| Ulland Investment Advisors, LLC | 4,075 | $288.0K | 0.25% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 3,863 | $273.1K | 0.00% | +3,863 | New |
| HRT Financial LP | 3,851 | $272.0K | 0.00% | −698−15.3% | Reduced |
| Bank of America Corp | 3,800 | $268.7K | 0.00% | +100+2.7% | Added |
| Ground Swell Capital, LLC | 3,467 | $245.1K | 0.48% | +3,467 | New |
| Ssi Investment Management LLC | 3,445 | $244.8K | 0.02% | 00.0% | Unchanged |
| Captrust Financial Advisors | 3,206 | $226.5K | 0.00% | −1,185−27.0% | Reduced |
| Fiduciary Alliance LLC | 2,997 | $223.8K | 0.01% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 3,115 | $221.4K | 0.00% | −1,717−35.5% | Reduced |
| Synergy Financial Management, LLC | 3,089 | $218.4K | 0.02% | +3,089 | New |
| Advisor Group Holdings, Inc. | 3,016 | $213.2K | 0.00% | −828−21.5% | Reduced |
| Exit Wealth Advisors, LLC. | 2,995 | $211.8K | 0.11% | +2,995 | New |
| Avantax Planning Partners, Inc. | 2,953 | $208.8K | 0.01% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 3,446 | $205.0K | 0.00% | 00.0% | Unchanged |
| Marathon Trading Investment Management LLC | 2,100 | $148.5K | 0.04% | 00.0% | Unchanged |
| Millennium Management LLC | 206,400 | $143.9K | 0.00% | +206,400 | New |
| EverSource Wealth Advisors, LLC | 1,464 | $103.5K | 0.00% | +1,464 | New |
| Clear Street Markets LLC | 1,391 | $98.3K | 0.05% | +1,391 | New |
| Aptus Capital Advisors, LLC | 1,264 | $89.4K | 0.00% | +4+0.3% | Added |
| Beaird Harris Wealth Management, LLC | 1,088 | $76.9K | 0.01% | −5,248−82.8% | Reduced |
| ORG Wealth Partners, LLC | 938 | $66.3K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 909 | $64.3K | 0.00% | +14+1.6% | Added |
| Moisand Fitzgerald Tamayo, LLC | 692 | $48.9K | 0.01% | +19+2.8% | Added |
| The PNC Financial Services Group, Inc. | 672 | $47.5K | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 500 | $35.4K | 0.01% | 00.0% | Unchanged |
| Virtus ETF Advisers LLC | – | $28.4K | 0.01% | – | – |
| Allworth Financial LP | 345 | $24.4K | 0.00% | +44+14.6% | Added |
| Truvestments Capital LLC | 300 | $21.2K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | – | $19.0K | 0.00% | – | – |
| Golden State Wealth Management, LLC | 243 | $17.2K | 0.00% | 00.0% | Unchanged |
| Vision Financial Markets LLC | 220 | $15.5K | 0.02% | −146−39.9% | Reduced |
| Activest Wealth Management | 205 | $14.5K | 0.00% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 170 | $12.0K | 0.00% | +170 | New |
| UMA Financial Services, Inc. | 157 | $11.1K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 105 | $7.56K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 100 | $7.07K | 0.00% | +100 | New |
| AE Wealth Management LLC | 100 | $7.07K | 0.00% | +100 | New |
| Sound Income Strategies, LLC | 92 | $6.59K | 0.00% | 00.0% | Unchanged |
| Triumph Capital Management | 30 | $2.12K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 28 | $1.98K | 0.00% | +28 | New |
| Legacy Wealth Managment, LLC | 22 | $1.56K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 21 | $1.49K | 0.00% | +21 | New |
| Asset Dedication, LLC | 16 | $1.13K | 0.00% | +3+23.1% | Added |
| Strategic Advocates LLC | 6 | $424 | 0.00% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 5 | $354 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 5 | $354 | 0.00% | +5 | New |
| Ankerstar Wealth, LLC | 3 | $212 | 0.00% | −21−87.5% | Reduced |
| Voya Investment Management LLC | 0 | $0 | 0.00% | −625,000−100.0% | Sold out |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −5,990−100.0% | Sold out |
| Wiley Bros.-Aintree Capital, LLC | 0 | $0 | 0.00% | −4,050−100.0% | Sold out |
| HighTower Advisors, LLC | 0 | $0 | 0.00% | −3,210−100.0% | Sold out |
| Kestra Private Wealth Services, LLC | 0 | $0 | 0.00% | −3,086−100.0% | Sold out |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −2,916−100.0% | Sold out |