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 |
|---|---|---|---|---|---|
| Ankerstar Wealth, LLC | 3 | $212 | 0.00% | −21−87.5% | Reduced |
| Atlantic Union Bankshares Corp | 5 | $354 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 5 | $354 | 0.00% | +5 | New |
| Strategic Advocates LLC | 6 | $424 | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 16 | $1.13K | 0.00% | +3+23.1% | Added |
| Fifth Third Bancorp | 21 | $1.49K | 0.00% | +21 | New |
| Legacy Wealth Managment, LLC | 22 | $1.56K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 28 | $1.98K | 0.00% | +28 | New |
| Triumph Capital Management | 30 | $2.12K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 92 | $6.59K | 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 |
| Farther Finance Advisors, LLC | 105 | $7.56K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 157 | $11.1K | 0.00% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 170 | $12.0K | 0.00% | +170 | New |
| Activest Wealth Management | 205 | $14.5K | 0.00% | 00.0% | Unchanged |
| Vision Financial Markets LLC | 220 | $15.5K | 0.02% | −146−39.9% | Reduced |
| Golden State Wealth Management, LLC | 243 | $17.2K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | – | $19.0K | 0.00% | – | – |
| Truvestments Capital LLC | 300 | $21.2K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 345 | $24.4K | 0.00% | +44+14.6% | Added |
| Virtus ETF Advisers LLC | – | $28.4K | 0.01% | – | – |
| Costello Asset Management, INC | 500 | $35.4K | 0.01% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 672 | $47.5K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 692 | $48.9K | 0.01% | +19+2.8% | Added |
| CWM, LLC | 909 | $64.3K | 0.00% | +14+1.6% | Added |
| ORG Wealth Partners, LLC | 938 | $66.3K | 0.01% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 1,088 | $76.9K | 0.01% | −5,248−82.8% | Reduced |
| Aptus Capital Advisors, LLC | 1,264 | $89.4K | 0.00% | +4+0.3% | Added |
| Clear Street Markets LLC | 1,391 | $98.3K | 0.05% | +1,391 | New |
| EverSource Wealth Advisors, LLC | 1,464 | $103.5K | 0.00% | +1,464 | New |
| Millennium Management LLC | 206,400 | $143.9K | 0.00% | +206,400 | New |
| Marathon Trading Investment Management LLC | 2,100 | $148.5K | 0.04% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 3,446 | $205.0K | 0.00% | 00.0% | Unchanged |
| Avantax Planning Partners, Inc. | 2,953 | $208.8K | 0.01% | 00.0% | Unchanged |
| Exit Wealth Advisors, LLC. | 2,995 | $211.8K | 0.11% | +2,995 | New |
| Advisor Group Holdings, Inc. | 3,016 | $213.2K | 0.00% | −828−21.5% | Reduced |
| Synergy Financial Management, LLC | 3,089 | $218.4K | 0.02% | +3,089 | New |
| Wealth Enhancement Advisory Services, LLC | 3,115 | $221.4K | 0.00% | −1,717−35.5% | Reduced |
| Fiduciary Alliance LLC | 2,997 | $223.8K | 0.01% | 00.0% | Unchanged |
| Captrust Financial Advisors | 3,206 | $226.5K | 0.00% | −1,185−27.0% | Reduced |
| Ssi Investment Management LLC | 3,445 | $244.8K | 0.02% | 00.0% | Unchanged |
| Ground Swell Capital, LLC | 3,467 | $245.1K | 0.48% | +3,467 | New |
| Bank of America Corp | 3,800 | $268.7K | 0.00% | +100+2.7% | Added |
| HRT Financial LP | 3,851 | $272.0K | 0.00% | −698−15.3% | Reduced |
| Susquehanna International Group, LLP | 3,863 | $273.1K | 0.00% | +3,863 | New |
| Ulland Investment Advisors, LLC | 4,075 | $288.0K | 0.25% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 4,287 | $303.1K | 0.00% | +3,412+389.9% | Added |
| Sovran Advisors, LLC | 3,924 | $307.0K | 0.02% | +1,345+52.2% | Added |
| Cerity Partners LLC | 4,580 | $323.8K | 0.00% | +4,580 | New |
| One Capital Management, LLC | 4,837 | $342.0K | 0.01% | +4,837 | New |
| Neuberger Berman Group LLC | 5,000 | $353.5K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 5,045 | $356.7K | 0.00% | +1,340+36.2% | Added |
| UBS Group AG | 5,125 | $362.3K | 0.00% | +5,068+8,891.2% | Added |
| Citadel Advisors LLC | 5,558 | $393.0K | 0.00% | +5,558 | New |
| Independent Advisor Alliance | 5,940 | $419.9K | 0.00% | +100+1.7% | Added |
| Steward Partners Investment Advisory, LLC | 7,810 | $552.2K | 0.00% | −10,065−56.3% | Reduced |
| Deutsche Bank AG | 7,900 | $558.5K | 0.00% | −18,400−70.0% | Reduced |
| Baird Financial Group, Inc. | 9,300 | $657.5K | 0.00% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 10,200 | $721.1K | 0.01% | +5,200+104.0% | Added |
| Ewing Morris & Co. Investment Partners Ltd. | 10,681 | $755.1K | 0.34% | +1,189+12.5% | Added |
| Jane Street Group, LLC | 12,284 | $868.5K | 0.00% | −5,051−29.1% | Reduced |
| Independent Financial Group, LLC | 12,970 | $917.0K | 0.02% | +300+2.4% | Added |
| Wedbush Securities Inc | 14,449 | $1.02M | 0.03% | −50−0.3% | Reduced |
| Regions Financial Corp | 14,500 | $1.03M | 0.01% | +14,500 | New |
| Sentinel Dome Partners, LLC | 16,000 | $1.13M | 1.08% | 00.0% | Unchanged |
| Marex Group plc | 16,401 | $1.16M | 0.01% | +12,001+272.8% | Added |
| Cambridge Investment Research Advisors, Inc. | 16,997 | $1.20M | 0.00% | −500−2.9% | Reduced |
| Mercer Global Advisors Inc | 20,256 | $1.43M | 0.00% | −3,587−15.0% | Reduced |
| Commonwealth Equity Services, LLC | 20,516 | $1.45M | 0.00% | +783+4.0% | Added |
| Wealthcare Advisory Partners LLC | 20,792 | $1.47M | 0.03% | +3,576+20.8% | Added |
| Wells Fargo & Company | 21,008 | $1.49M | 0.00% | −1,029−4.7% | Reduced |
| Andina Capital Management, LLC | 22,309 | $1.58M | 1.40% | +22,309 | New |
| Manufacturers Life Insurance Company, The | 24,300 | $1.73M | 0.00% | +24,300 | New |
| National Bank of Canada | 34,054 | $2.41M | 0.00% | +1,330+4.1% | Added |
| Pasadena Private Wealth, LLC | 35,732 | $2.53M | 0.35% | −1,432−3.9% | Reduced |
| Ionic Capital Management LLC | 37,772 | $2.67M | 2.24% | +9,000+31.3% | Added |
| Stifel Financial Corp | 56,829 | $4.02M | 0.00% | +11,176+24.5% | Added |
| Morgan Stanley | 65,075 | $4.60M | 0.00% | +18,780+40.6% | Added |
| Greenland Capital Management LP | 71,681 | $5.07M | 1.01% | +1,681+2.4% | Added |
| Aspiring Ventures, LLC | 81,502 | $5.76M | 1.91% | −1,628−2.0% | Reduced |
| Advent Capital Management | 97,805 | $6.96M | 0.21% | −7,933−7.5% | Reduced |
| FMR LLC | 135,600 | $9.64M | 0.00% | 00.0% | Unchanged |
| Infrastructure Capital Advisors, LLC | 153,001 | $10.8M | 1.02% | +13,797+9.9% | Added |
| State Street Corp | 168,000 | $11.9M | 0.00% | +3,000+1.8% | Added |
| Calamos Advisors LLC | 200,000 | $14.1M | 0.05% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 201,990 | $14.4M | 0.77% | +19,911+10.9% | Added |
| LPL Financial LLC | 252,865 | $17.9M | 0.00% | −5,491−2.1% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 300,109 | $21.2M | 0.03% | +59,041+24.5% | Added |
| Van Eck Associates Corp | 355,290 | $25.1M | 0.02% | −64,379−15.3% | Reduced |
| ParaFi Capital LP | 430,628 | $30.4M | 10.07% | +230,250+114.9% | Added |
| Capital World Investors | 736,597 | $52.1M | 0.01% | +100,313+15.8% | Added |
| BlackRock, Inc. | 969,048 | $68.5M | 0.00% | −93,700−8.8% | Reduced |
| Capital International Investors | 1,522,681 | $107.7M | 0.03% | −569,719−27.2% | 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 |