STRATEGY INC (STRK)
Institutional ownership reported to the SEC as of Q2 2026, across 6 quarters.
83
Reporting holders
$329.1M
Reported value
0.0%
Held as options
-4
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Capital International Investors | $71.7M | 1,218,911 | 0.01% | 6q | -19.9%-$17.9M |
| BlackRock, Inc. | $43.5M | 739,248 | 0.00% | 6q | -23.7%-$13.5M |
| Capital World Investors | $43.3M | 736,597 | 0.01% | 5q | HELD |
| VAN ECK ASSOCIATES CORP | $19.0M | 323,540 | 0.01% | 6q | -8.9%-$1.9M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $16.6M | 282,158 | 0.02% | 4q | -6.0%-$1.1M |
| ParaFi Capital LP | $13.4M | 228,319 | 3.72% | 4q | -47.0%-$11.9M |
| OSAIC HOLDINGS, INC. | $12.2M | 207,452 | 0.01% | 6q | +6778.4%+$12.0M |
| Calamos Advisors LLC | $11.8M | 200,000 | 0.04% | 4q | HELD |
| Greenland Capital Management LP | $11.4M | 193,480 | 1.40% | 6q | +169.9%+$7.2M |
| INFRASTRUCTURE CAPITAL ADVISORS, LLC | $11.2M | 190,876 | 0.66% | 3q | +24.8%+$2.2M |
| STATE STREET CORP | $9.6M | 162,000 | 0.00% | 6q | -3.6%-$354.6K |
| FMR LLC | $7.9M | 134,400 | 0.00% | 6q | -0.9%-$70.5K |
| ADVENT CAPITAL MANAGEMENT /DE/ | $5.9M | 100,876 | 0.13% | 6q | +3.1%+$180.6K |
| Aspiring Ventures, LLC | $4.6M | 78,131 | 1.12% | 6q | -4.1%-$198.3K |
| Empowered Funds, LLC | $4.3M | 73,870 | 0.02% | new | NEW |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $3.8M | 65,000 | 0.01% | new | NEW |
| LPL Financial LLC | $3.7M | 63,548 | 0.00% | 6q | -74.9%-$11.1M |
| MORGAN STANLEY | $3.7M | 62,432 | 0.00% | 6q | -4.1%-$155.5K |
| STIFEL FINANCIAL CORP | $3.4M | 58,343 | 0.00% | 6q | +2.7%+$89.1K |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $2.4M | 40,800 | 0.00% | 2q | +67.9%+$970.3K |
| NATIONAL BANK OF CANADA /FI/ | $2.0M | 33,817 | 0.00% | 5q | -0.7%-$13.8K |
| Pasadena Private Wealth, LLC | $2.0M | 33,571 | 0.25% | 3q | -6.0%-$127.1K |
| Ionic Capital Management LLC | $1.9M | 33,059 | 0.28% | 6q | -12.5%-$277.2K |
| WELLS FARGO & COMPANY/MN | $1.4M | 24,635 | 0.00% | 6q | -41.4%-$1.0M |
| Wealthcare Advisory Partners LLC | $1.2M | 20,274 | 0.02% | 5q | -2.5%-$30.5K |
| Sculptor Capital LP | $1.2M | 20,000 | 0.01% | new | NEW |
| COMMONWEALTH EQUITY SERVICES, LLC | $1.2M | 19,808 | 0.00% | 6q | -3.5%-$41.7K |
| CSS LLC/IL | $1.0M | 17,523 | 0.04% | new | NEW |
| Shaolin Capital Management LLC | $972.1K | 16,526 | 0.05% | new | NEW |
| EverSource Wealth Advisors, LLC | $962.0K | 16,355 | 0.03% | 2q | +1017.1%+$875.9K |
| Sentinel Dome Partners, LLC | $961.5K | 16,000 | 0.70% | 3q | HELD |
| JANE STREET GROUP, LLC | $884.6K | 15,039 | 0.00% | 3q | +22.4%+$162.0K |
| WHITEBOX ADVISORS LLC | $882.3K | 15,000 | 0.01% | new | NEW |
| MERCER GLOBAL ADVISORS INC /ADV | $821.5K | 13,966 | 0.00% | 3q | -31.1%-$370.0K |
| K2 PRINCIPAL FUND, L.P. | $817.6K | 13,900 | 0.06% | new | NEW |
| Apollon Wealth Management, LLC | $770.5K | 13,100 | 0.01% | 5q | +28.4%+$170.6K |
| ROYAL BANK OF CANADA | $524.0K | 8,901 | 0.00% | 6q | +3148.5%+$507.9K |
| Independent Advisor Alliance | $453.6K | 7,712 | 0.01% | 5q | +29.8%+$104.2K |
| Turner Financial Group, Inc. | $439.6K | 7,474 | 0.44% | new | FIRST |
| Ewing Morris & Co. Investment Partners Ltd. | $399.9K | 6,798 | 0.21% | 5q | -36.4%-$228.4K |
| JPMORGAN CHASE & CO | $376.2K | 6,322 | 0.00% | 3q | +83.5%+$171.1K |
| One Capital Management, LLC | $342.0K | 4,837 | 0.01% | 2q | HELD |
| Summit Financial, LLC | $338.2K | 5,750 | 0.00% | new | NEW |
| Baird Financial Group, Inc. | $336.7K | 5,725 | 0.00% | 3q | -38.4%-$210.3K |
| Sovran Advisors, LLC | $323.0K | 5,172 | 0.02% | 4q | +31.8%+$78.0K |
| NewEdge Advisors, LLC | $320.0K | 5,440 | 0.00% | new | NEW |
| UBS Group AG | $301.5K | 5,125 | 0.00% | 6q | HELD |
| NEUBERGER BERMAN GROUP LLC | $294.1K | 5,000 | 0.00% | 6q | HELD |
| Cerity Partners LLC | $276.1K | 4,694 | 0.00% | 2q | +2.5%+$6.7K |
| Marathon Trading Investment Management LLC | $241.2K | 4,100 | 0.01% | 3q | +95.2%+$117.6K |
| HARBOUR INVESTMENTS, INC. | $235.9K | 4,011 | 0.00% | 5q | -6.4%-$16.2K |
| PEAK6 LLC | $235.3K | 4,000 | 0.00% | new | NEW |
| Alliance Wealth Advisors, LLC | $219.7K | 3,735 | 0.07% | new | NEW |
| Synergy Asset Management, LLC | $201.9K | 3,433 | 0.02% | 2q | +11.1%+$20.2K |
| Ascentis Wealth Management, LLC | $165.5K | 56,118 | 0.01% | 4q | +5882.7%+$162.8K |
| Virtus Fixed Income Advisers, LLC | $104.5K | 1,780 | 0.07% | new | NEW |
| Steward Partners Investment Advisory, LLC | $76.5K | 1,300 | 0.00% | 6q | -83.4%-$382.9K |
| Aptus Capital Advisors, LLC | $74.6K | 1,268 | 0.00% | 5q | HELD |
| Beaird Harris Wealth Management, LLC | $65.5K | 1,113 | 0.00% | 6q | +2.3%+$1.5K |
| Avenir Tech Ltd | $59.6K | 702 | 0.01% | new | NEW |
| Global Retirement Partners, LLC | $58.8K | 1,000 | 0.00% | 3q | HELD |
| Moisand Fitzgerald Tamayo, LLC | $42.1K | 716 | 0.00% | 5q | +3.5%+$1.4K |
| Ares Systematic Credit Ltd | $41.5K | 705 | 0.03% | new | NEW |
| PNC Financial Services Group, Inc. | $39.5K | 672 | 0.00% | 5q | HELD |
| Costello Asset Management, INC | $29.4K | 500 | 0.01% | 6q | HELD |
| Integrated Wealth Concepts LLC | $24.6K | 418 | 0.00% | new | NEW |
| VIRTUS ADVISERS, LLC | $23.5K | 400 | 0.01% | 4q | HELD |
| Allworth Financial LP | $20.3K | 345 | 0.00% | 5q | HELD |
| Planning Strategies Inc. | $19.2K | 327 | 0.01% | new | FIRST |
| AE Wealth Management LLC | $18.9K | 322 | 0.00% | 2q | +222.0%+$13.1K |
| Truvestments Capital LLC | $17.6K | 300 | 0.00% | 5q | HELD |
| VISION FINANCIAL MARKETS LLC | $13.8K | 227 | 0.01% | 6q | +3.2% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $13.7K | 225 | 0.00% | new | NEW |
| Physician Wealth Advisors, Inc. | $9.2K | 157 | 0.00% | 4q | HELD |
| Farther Finance Advisors, LLC | $6.2K | 105 | 0.00% | 5q | HELD |
| IFP Advisors, Inc | $5.2K | 88 | 0.00% | 2q | +1660.0%+$4.9K |
| JONES FINANCIAL COMPANIES LLLP | $1.8K | 34 | 0.00% | new | NEW |
| Triumph Capital Management | $1.8K | 30 | 0.00% | 3q | HELD |
| Parallel Advisors, LLC | $1.6K | 28 | 0.00% | 2q | HELD |
| FIFTH THIRD BANCORP | $1.2K | 21 | 0.00% | 2q | HELD |
| Asset Dedication, LLC | $1.0K | 17 | 0.00% | 3q | +6.2% |
| Cambridge Investment Research Advisors, Inc. | $998 | 16,962 | 0.00% | 6q | HELD |
| WEDBUSH SECURITIES INC | $832 | 14,149 | 0.02% | 6q | -2.1% |
| VIMA LLC | $706 | 12 | 0.00% | new | NEW |
| HRT FINANCIAL LP | $544 | 9,251 | 0.00% | 4q | +140.2% |
| Strategic Advocates LLC | $353 | 6 | 0.00% | 4q | HELD |
| Atlantic Union Bankshares Corp | $295 | 5 | 0.00% | 5q | HELD |
| Ulland Investment Advisors, LLC | $232 | 3,950 | 0.17% | 6q | -3.1% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 83 | $329.1M | 5,593,606 | 18 | 22 | 21 | 0.0% |
| Q1 2026 | 87 | $418.2M | 5,911,712 | 18 | 28 | 16 | 0.0% |
| Q4 2025 | 80 | $527.1M | 6,683,977 | 12 | 24 | 22 | 0.0% |
| Q3 2025 | 86 | $627.2M | 6,841,253 | 24 | 33 | 15 | 0.0% |
| Q2 2025 | 76 | $834.4M | 6,911,184 | 37 | 25 | 6 | 0.0% |
| Q1 2025 | 48 | $472.2M | 5,615,369 | 47 | 0 | 0 | 0.0% |