Strategy Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| CAPITAL INTERNATIONAL INVESTORS | 05/13/2026 | 31.44 M | $3.92 B | 52.52% | 10.69% |
| BLACKROCK, INC. | 05/13/2026 | 17.75 M | $2.22 B | 21.54% | 6.04% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/15/2026 | 17.44 M | $2.18 B | 16.41% | 5.93% |
| TOROSO INVESTMENTS, LLC | 05/15/2026 | 16.27 M | $2.03 B | 11.31% | 5.53% |
| 05/08/2026 | 14.74 M | $1.84 B | 100.00% | 5.01% | |
| JANE STREET GROUP, LLC | 05/12/2026 | 14.72 M | $1.84 B | 50.72% | 5.01% |
| 05/15/2026 | 14.08 M | $1.76 B | 100.00% | 4.79% | |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/15/2026 | 13.41 M | $1.67 B | 60.13% | 4.56% |
| JANE STREET GROUP, LLC | 05/12/2026 | 12.85 M | $1.60 B | -30.70% | 4.37% |
| CITADEL ADVISORS LLC | 05/15/2026 | 10.69 M | $1.33 B | -2.57% | 3.64% |
| MORGAN STANLEY | 05/15/2026 | 9.29 M | $1.16 B | -1.01% | 3.16% |
| CITADEL ADVISORS LLC | 05/15/2026 | 9.19 M | $1.15 B | -7.23% | 3.13% |
| CAPITAL RESEARCH GLOBAL INVESTORS | 05/13/2026 | 7.62 M | $950.42 M | 8.66% | 2.59% |
| STATE STREET CORP | 05/15/2026 | 7.02 M | $876.21 M | 14.58% | 2.39% |
| UBS GROUP AG | 05/05/2026 | 6.31 M | $787.66 M | 9.57% | 2.15% |
| GEODE CAPITAL MANAGEMENT, LLC | 05/15/2026 | 4.66 M | $579.42 M | 19.03% | 1.58% |
| CAPITAL WORLD INVESTORS | 05/13/2026 | 4.28 M | $534.40 M | 47.09% | 1.46% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 3.97 M | $494.92 M | 3.05% | 1.35% |
| LMR PARTNERS LLP | 05/15/2026 | 3.75 M | $467.76 M | 13.13% | 1.27% |
| MAREX GROUP PLC | 05/13/2026 | 3.41 M | $425.78 M | 16.27% | 1.16% |
| 05/15/2026 | 2.88 M | $359.14 M | 100.00% | 0.98% | |
| HARVEST PORTFOLIOS GROUP INC. | 05/14/2026 | 2.68 M | $334.44 M | 27.00% | 0.91% |
| INVESCO LTD. | 05/12/2026 | 2.13 M | $266.06 M | 17.27% | 0.73% |
| RENAISSANCE TECHNOLOGIES LLC | 05/14/2026 | 2.13 M | $230.77 M | 122.59% | 0.72% |
| VANGUARD FIDUCIARY TRUST CO | 05/08/2026 | 1.95 M | $243.33 M | 100.00% | 0.66% |
| CANTOR FITZGERALD, L. P. | 05/15/2026 | 1.82 M | $227.57 M | -24.98% | 0.62% |
| GOLDMAN SACHS GROUP INC | 05/15/2026 | 1.79 M | $222.98 M | -23.32% | 0.61% |
| TOROSO INVESTMENTS, LLC | 05/15/2026 | 1.78 M | $222.16 M | 36.29% | 0.61% |
| NORTHERN TRUST CORP | 05/14/2026 | 1.76 M | $219.90 M | 11.38% | 0.60% |
| UBS ASSET MANAGEMENT AMERICAS INC | 05/13/2026 | 1.57 M | $196.40 M | 5.35% | 0.54% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 05/15/2026 | 1.56 M | $194.26 M | 22.47% | 0.53% |
| GOLDMAN SACHS GROUP INC | 05/15/2026 | 1.54 M | $192.38 M | -30.32% | 0.52% |
| BELVEDERE TRADING LLC | 05/12/2026 | 1.54 M | $191.61 M | -20.79% | 0.52% |
| BELVEDERE TRADING LLC | 05/12/2026 | 1.43 M | $178.34 M | -27.94% | 0.49% |
| ALBERTA INVESTMENT MANAGEMENT CORP | 04/29/2026 | 1.38 M | $172.47 M | 100.00% | 0.47% |
| LEGAL & GENERAL GROUP PLC | 05/08/2026 | 1.37 M | $171.28 M | 0.04% | 0.47% |
| TOROSO INVESTMENTS, LLC | 05/15/2026 | 1.36 M | $169.75 M | 44.57% | 0.46% |
| WOLVERINE ASSET MANAGEMENT LLC | 05/04/2026 | 1.31 M | $163.51 M | 16.98% | 0.45% |
| D. E. SHAW & CO., INC. | 05/15/2026 | 1.30 M | $162.20 M | 181.02% | 0.44% |
| CLEAR STREET GROUP INC. | 05/15/2026 | 1.28 M | $160.23 M | -34.88% | 0.44% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/15/2026 | 1.28 M | $160.07 M | 306.08% | 0.44% |
| CITADEL ADVISORS LLC | 05/15/2026 | 1.22 M | $152.25 M | 70.78% | 0.42% |
| D. E. SHAW & CO., INC. | 05/15/2026 | 1.19 M | $148.71 M | 12.43% | 0.41% |
| PARALLAX VOLATILITY ADVISERS, L.P. | 05/15/2026 | 1.12 M | $184.11 M | -19.04% | 0.38% |
| BANK OF NEW YORK MELLON CORP | 05/05/2026 | 1.01 M | $126.67 M | 11.15% | 0.35% |
| FMR LLC | 05/15/2026 | 975.66 K | $121.76 M | 267.96% | 0.33% |
| WEISS ASSET MANAGEMENT LP | 05/15/2026 | 971.10 K | $121.19 M | -54.22% | 0.33% |
| SHAOLIN CAPITAL MANAGEMENT LLC | 05/15/2026 | 875.00 K | $109.20 M | 100.00% | 0.30% |
| BANK OF MONTREAL /CAN/ | 05/13/2026 | 852.76 K | $106.42 M | -21.52% | 0.29% |
| NATIONAL PENSION SERVICE | 05/12/2026 | 821.99 K | $102.58 M | 33.78% | 0.28% |
Strategy Inc. institutional Ownership - FAQ's
During the previous two years, 1194 institutional investors and hedge funds held shares of Strategy Inc.. The most heavily invested institutionals were:
Capital International Investors: 31.44 M
BlackRock, Inc.: 17.75 M
MORGAN STANLEY: 9.29 M
Capital Research Global Investors: 7.62 M
STATE STREET CORP: 7.02 M
UBS Group AG: 6.31 M
65.07% of Strategy Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 197.84 M shares in the last 24 months. This purchase volume represents approximately $27.49 B in transactions.