Strategy Inc

STRK

Exchange: Nasdaq
Industry: Finance Services
SEC CIK: 0001050446

SEC filings (opens in a new tab)

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.

Other share classesMSTR STRC STRD STRF

Q2 2026 vs. Q1 2026

How the institutions holding Strategy Inc changed between Q1 2026 and Q2 2026.

All holders in Q2 2026 All holders in Q1 2026

13F holders of STRK: Q1 2026 compared with Q2 2026
Measure	Q1 2026	Of which not filed for Q2 2026	Q2 2026	Change
Holders	94	1	87	−6
Shares	6.50M	909	5.62M	−874.9K (−13.5%)
Value	$445.1M	$64.3K	$331.4M	−$113.7M (−25.5%)

1 institution that held it in Q1 2026 haven't filed for Q2 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 Q2 2026 but not at the end of Q1 2026.

Institutions new to STRK in Q2 2026
Institution	Shares	Value	% of portfolio
Empowered Funds, LLC	73,870	$4.35M	0.02%
Universal- Beteiligungs- und Servicegesellschaft mbH	65,000	$3.82M	0.01%
Sculptor Capital LP	20,000	$1.18M	0.01%
CSS LLC	17,523	$1.02M	0.05%
Shaolin Capital Management LLC	16,526	$972.1K	0.06%
Whitebox Advisors LLC	15,000	$882.3K	0.01%
K2 Principal Fund, L.P.	13,900	$817.6K	0.08%
Turner Financial Group, Inc.	7,474	$439.6K	0.44%
Summit Financial, LLC	5,750	$338.2K	0.00%
PEAK6 LLC	4,000	$235.3K	0.01%
Alliance Wealth Advisors, LLC	3,735	$219.7K	0.09%
Virtus Fixed Income Advisers, LLC	–	$104.5K	0.07%
Avenir Tech Ltd	702	$59.6K	0.01%
Global Retirement Partners, LLC	1,000	$58.8K	0.00%
Ares Systematic Credit Ltd	705	$41.5K	0.03%
Planning Strategies Inc.	327	$19.2K	0.01%
International Assets Investment Management, LLC	225	$13.7K	0.00%
Jones Financial Companies LLLP	34	$1.83K	0.00%
Vima LLC	12	$706	0.00%

Sold out (25)

Institutions that held Strategy Inc at the end of Q1 2026 and filed for Q2 2026 without it.

Institutions that sold out of STRK in Q2 2026
Institution	Shares, Q1 2026	Value, Q1 2026
Kovack Advisors, Inc.	201,990	$14.4M
Andina Capital Management, LLC	22,309	$1.58M
Marex Group plc	16,401	$1.16M
Regions Financial Corp	14,500	$1.03M
Independent Financial Group, LLC	12,970	$917.0K
Deutsche Bank AG	7,900	$558.5K
Citadel Advisors LLC	5,558	$393.0K
Susquehanna International Group, LLP	3,863	$273.1K
Bank of America Corp	3,800	$268.7K
Ground Swell Capital, LLC	3,467	$245.1K
Ssi Investment Management LLC	3,445	$244.8K
Captrust Financial Advisors	3,206	$226.5K
Fiduciary Alliance LLC	2,997	$223.8K
Wealth Enhancement Advisory Services, LLC	3,115	$221.4K
Exit Wealth Advisors, LLC.	2,995	$211.8K
Avantax Planning Partners, Inc.	2,953	$208.8K
Millennium Management LLC	206,400	$143.9K
Clear Street Markets LLC	1,391	$98.3K
Golden State Wealth Management, LLC	243	$17.2K
Activest Wealth Management	205	$14.5K
Scarborough Advisors, LLC	170	$12.0K
Advisory Services Network, LLC	100	$7.07K
Sound Income Strategies, LLC	92	$6.59K
Legacy Wealth Managment, LLC	22	$1.56K
Ankerstar Wealth, LLC	3	$212

Not filed for Q2 2026 yet (1)

Institutions that held Strategy Inc at the end of Q1 2026 and haven't filed a 13F for Q2 2026. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding STRK in Q1 2026 that haven't filed for Q2 2026
Institution	Shares, Q1 2026	Value, Q1 2026
CWM, LLC	909	$64.3K