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, Q2 2026
Institutional positions in Strategy Inc as of Jun 30, 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
- 87
- −6 vs. Q1 2026
- Shares held
- 5.62M
- −874.9K (−13.5%) vs. Q1 2026
- Total value
- $331.4M
- −$113.7M (−25.5%) vs. Q1 2026
- New holders
- 19
- 25 more added
- Sold out
- 25
- 23 more reduced
1 institution that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding Strategy Inc; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Atlantic Union Bankshares Corp | 5 | $295 | 0.00% | 00.0% | Unchanged |
| Strategic Advocates LLC | 6 | $353 | 0.00% | 00.0% | Unchanged |
| Vima LLC | 12 | $706 | 0.00% | +12 | New |
| Asset Dedication, LLC | 17 | $1.00K | 0.00% | +1+6.3% | Added |
| Fifth Third Bancorp | 21 | $1.24K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 28 | $1.65K | 0.00% | 00.0% | Unchanged |
| Triumph Capital Management | 30 | $1.76K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 34 | $1.83K | 0.00% | +34 | New |
| IFP Advisors, Inc | 88 | $5.18K | 0.00% | +83+1,660.0% | Added |
| Farther Finance Advisors, LLC | 105 | $6.20K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 157 | $9.23K | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 225 | $13.7K | 0.00% | +225 | New |
| Vision Financial Markets LLC | 227 | $13.8K | 0.01% | +7+3.2% | Added |
| Truvestments Capital LLC | 300 | $17.6K | 0.00% | 00.0% | Unchanged |
| AE Wealth Management LLC | 322 | $18.9K | 0.00% | +222+222.0% | Added |
| Planning Strategies Inc. | 327 | $19.2K | 0.01% | +327 | New |
| Allworth Financial LP | 345 | $20.3K | 0.00% | 00.0% | Unchanged |
| Virtus ETF Advisers LLC | – | $23.5K | 0.01% | – | – |
| Costello Asset Management, INC | 500 | $29.4K | 0.01% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 672 | $39.5K | 0.00% | 00.0% | Unchanged |
| Ares Systematic Credit Ltd | 705 | $41.5K | 0.03% | +705 | New |
| Moisand Fitzgerald Tamayo, LLC | 716 | $42.1K | 0.00% | +24+3.5% | Added |
| ORG Wealth Partners, LLC | 938 | $55.2K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,000 | $58.8K | 0.00% | +1,000 | New |
| Avenir Tech Ltd | 702 | $59.6K | 0.01% | +702 | New |
| Beaird Harris Wealth Management, LLC | 1,113 | $65.5K | 0.00% | +25+2.3% | Added |
| Aptus Capital Advisors, LLC | 1,268 | $74.6K | 0.00% | +4+0.3% | Added |
| Steward Partners Investment Advisory, LLC | 1,300 | $76.5K | 0.00% | −6,510−83.4% | Reduced |
| Virtus Fixed Income Advisers, LLC | – | $104.5K | 0.07% | – | New |
| Synergy Financial Management, LLC | 3,433 | $201.9K | 0.02% | +344+11.1% | Added |
| Alliance Wealth Advisors, LLC | 3,735 | $219.7K | 0.09% | +3,735 | New |
| Ulland Investment Advisors, LLC | 3,950 | $232.0K | 0.17% | −125−3.1% | Reduced |
| PEAK6 LLC | 4,000 | $235.3K | 0.01% | +4,000 | New |
| Harbour Investments, Inc. | 4,011 | $235.9K | 0.00% | −276−6.4% | Reduced |
| Marathon Trading Investment Management LLC | 4,100 | $241.2K | 0.03% | +2,000+95.2% | Added |
| Cerity Partners LLC | 4,694 | $276.1K | 0.00% | +114+2.5% | Added |
| Neuberger Berman Group LLC | 5,000 | $294.1K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 5,125 | $301.5K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 5,440 | $320.0K | 0.00% | +395+7.8% | Added |
| Sovran Advisors, LLC | 5,172 | $323.0K | 0.02% | +1,248+31.8% | Added |
| Baird Financial Group, Inc. | 5,725 | $336.7K | 0.00% | −3,575−38.4% | Reduced |
| Summit Financial, LLC | 5,750 | $338.2K | 0.00% | +5,750 | New |
| One Capital Management, LLC | 4,837 | $342.0K | 0.01% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 6,322 | $376.2K | 0.00% | +2,876+83.5% | Added |
| Ewing Morris & Co. Investment Partners Ltd. | 6,798 | $399.9K | 0.21% | −3,883−36.4% | Reduced |
| Mercer Global Advisors Inc | 6,983 | $410.7K | 0.00% | −13,273−65.5% | Reduced |
| Turner Financial Group, Inc. | 7,474 | $439.6K | 0.44% | +7,474 | New |
| Independent Advisor Alliance | 7,712 | $453.6K | 0.01% | +1,772+29.8% | Added |
| Royal Bank of Canada | – | $524.0K | 0.00% | – | – |
| HRT Financial LP | 9,251 | $544.0K | 0.00% | +5,400+140.2% | Added |
| Apollon Wealth Management, LLC | 13,100 | $770.5K | 0.01% | +2,900+28.4% | Added |
| K2 Principal Fund, L.P. | 13,900 | $817.6K | 0.08% | +13,900 | New |
| Wedbush Securities Inc | 14,149 | $832.0K | 0.02% | −300−2.1% | Reduced |
| Whitebox Advisors LLC | 15,000 | $882.3K | 0.01% | +15,000 | New |
| Jane Street Group, LLC | 15,039 | $884.6K | 0.00% | +2,755+22.4% | Added |
| Sentinel Dome Partners, LLC | 16,000 | $961.5K | 0.70% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 16,355 | $962.0K | 0.03% | +14,891+1,017.1% | Added |
| Shaolin Capital Management LLC | 16,526 | $972.1K | 0.06% | +16,526 | New |
| Cambridge Investment Research Advisors, Inc. | 16,962 | $998.0K | 0.00% | −35−0.2% | Reduced |
| CSS LLC | 17,523 | $1.02M | 0.05% | +17,523 | New |
| Commonwealth Equity Services, LLC | 19,808 | $1.17M | 0.00% | −708−3.5% | Reduced |
| Sculptor Capital LP | 20,000 | $1.18M | 0.01% | +20,000 | New |
| Wealthcare Advisory Partners LLC | 20,274 | $1.19M | 0.02% | −518−2.5% | Reduced |
| Wells Fargo & Company | 24,635 | $1.45M | 0.00% | +3,627+17.3% | Added |
| Ionic Capital Management LLC | 33,059 | $1.94M | 1.82% | −4,713−12.5% | Reduced |
| Pasadena Private Wealth, LLC | 33,571 | $1.97M | 0.25% | −2,161−6.0% | Reduced |
| National Bank of Canada | 33,817 | $1.98M | 0.00% | −237−0.7% | Reduced |
| Manufacturers Life Insurance Company, The | 40,800 | $2.40M | 0.00% | +16,500+67.9% | Added |
| Stifel Financial Corp | 58,343 | $3.43M | 0.00% | +1,514+2.7% | Added |
| Morgan Stanley | 62,432 | $3.67M | 0.00% | −2,643−4.1% | Reduced |
| LPL Financial LLC | 63,548 | $3.74M | 0.00% | −189,317−74.9% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 65,000 | $3.82M | 0.01% | +65,000 | New |
| Empowered Funds, LLC | 73,870 | $4.35M | 0.02% | +73,870 | New |
| Aspiring Ventures, LLC | 78,131 | $4.60M | 1.21% | −3,371−4.1% | Reduced |
| Advent Capital Management | 100,876 | $5.93M | 0.14% | +3,071+3.1% | Added |
| FMR LLC | 134,400 | $7.89M | 0.00% | −1,200−0.9% | Reduced |
| State Street Corp | 162,000 | $9.57M | 0.00% | −6,000−3.6% | Reduced |
| Infrastructure Capital Advisors, LLC | 190,876 | $11.2M | 0.88% | +37,875+24.8% | Added |
| Greenland Capital Management LP | 193,480 | $11.4M | 2.15% | +121,799+169.9% | Added |
| Calamos Advisors LLC | 200,000 | $11.8M | 0.04% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 207,452 | $12.2M | 0.01% | +204,436+6,778.4% | Added |
| ParaFi Capital LP | 228,319 | $13.4M | 5.15% | −202,309−47.0% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 282,158 | $16.6M | 0.02% | −17,951−6.0% | Reduced |
| Van Eck Associates Corp | 323,540 | $19.0M | 0.01% | −31,750−8.9% | Reduced |
| Capital World Investors | 736,597 | $43.3M | 0.01% | 00.0% | Unchanged |
| BlackRock, Inc. | 739,248 | $43.5M | 0.00% | −229,800−23.7% | Reduced |
| Capital International Investors | 1,218,911 | $71.7M | 0.01% | −303,770−19.9% | Reduced |
| Kovack Advisors, Inc. | 0 | $0 | 0.00% | −201,990−100.0% | Sold out |
| Andina Capital Management, LLC | 0 | $0 | 0.00% | −22,309−100.0% | Sold out |
| Marex Group plc | 0 | $0 | 0.00% | −16,401−100.0% | Sold out |
| Regions Financial Corp | 0 | $0 | 0.00% | −14,500−100.0% | Sold out |
| Independent Financial Group, LLC | 0 | $0 | 0.00% | −12,970−100.0% | Sold out |
| Deutsche Bank AG | 0 | $0 | 0.00% | −7,900−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −5,558−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −3,863−100.0% | Sold out |
| Bank of America Corp | 0 | $0 | 0.00% | −3,800−100.0% | Sold out |
| Ground Swell Capital, LLC | 0 | $0 | 0.00% | −3,467−100.0% | Sold out |
| Ssi Investment Management LLC | 0 | $0 | 0.00% | −3,445−100.0% | Sold out |
| Captrust Financial Advisors | 0 | $0 | 0.00% | −3,206−100.0% | Sold out |
| Fiduciary Alliance LLC | 0 | $0 | 0.00% | −2,997−100.0% | Sold out |