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.
Q1 2026 vs. Q4 2025
How the institutions holding Strategy Inc changed between Q4 2025 and Q1 2026.
All holders in Q1 2026All holders in Q4 2025
| Measure | Q4 2025 | Of which not filed for Q1 2026 | Q1 2026 | Change |
|---|---|---|---|---|
| Holders | 87 | 3 | 94 | +10 |
| Shares | 7.15M | 10.5K | 6.50M | −640.0K (−9.0%) |
| Value | $563.5M | $831.5K | $445.1M | −$117.6M (−20.9%) |
3 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so the changes leave them out.
New holders (19)
Institutions that held Strategy Inc at the end of Q1 2026 but not at the end of Q4 2025.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Manufacturers Life Insurance Company, The | 24,300 | $1.73M | 0.00% |
| Andina Capital Management, LLC | 22,309 | $1.58M | 1.40% |
| Regions Financial Corp | 14,500 | $1.03M | 0.01% |
| Citadel Advisors LLC | 5,558 | $393.0K | 0.00% |
| One Capital Management, LLC | 4,837 | $342.0K | 0.01% |
| Cerity Partners LLC | 4,580 | $323.8K | 0.00% |
| Susquehanna International Group, LLP | 3,863 | $273.1K | 0.00% |
| Ground Swell Capital, LLC | 3,467 | $245.1K | 0.48% |
| Synergy Financial Management, LLC | 3,089 | $218.4K | 0.02% |
| Exit Wealth Advisors, LLC. | 2,995 | $211.8K | 0.11% |
| Millennium Management LLC | 206,400 | $143.9K | 0.00% |
| EverSource Wealth Advisors, LLC | 1,464 | $103.5K | 0.00% |
| Clear Street Markets LLC | 1,391 | $98.3K | 0.05% |
| Scarborough Advisors, LLC | 170 | $12.0K | 0.00% |
| Advisory Services Network, LLC | 100 | $7.07K | 0.00% |
| AE Wealth Management LLC | 100 | $7.07K | 0.00% |
| Parallel Advisors, LLC | 28 | $1.98K | 0.00% |
| Fifth Third Bancorp | 21 | $1.49K | 0.00% |
| IFP Advisors, Inc | 5 | $354 | 0.00% |
Sold out (9)
Institutions that held Strategy Inc at the end of Q4 2025 and filed for Q1 2026 without it.
| Institution | Shares, Q4 2025 | Value, Q4 2025 |
|---|---|---|
| Voya Investment Management LLC | 625,000 | $49.2M |
| Kestra Advisory Services, LLC | 5,990 | $471.8K |
| Wiley Bros.-Aintree Capital, LLC | 4,050 | $309.1K |
| HighTower Advisors, LLC | 3,210 | $252.8K |
| Kestra Private Wealth Services, LLC | 3,086 | $243.1K |
| Wolverine Asset Management LLC | 2,916 | $233.4K |
| Calamos Wealth Management LLC | 2,800 | $220.5K |
| Innovative Advisory Group, LLC | 1,970 | $155.1K |
| Eq Wealth Advisors, LLC | 151 | $11.9K |
Not filed for Q1 2026 yet (3)
Institutions that held Strategy Inc at the end of Q4 2025 and haven't filed a 13F for Q1 2026. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q4 2025 | Value, Q4 2025 |
|---|---|---|
| UBS Oconnor LLC | 9,500 | $751.1K |
| Global Retirement Partners, LLC | 1,000 | $78.8K |
| Comerica Bank | 21 | $1.65K |