Strategy Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| CAPITAL INTERNATIONAL INVESTORS | 08/12/2026 | 34.90 M | $3.03 B | 11.01% | 10.17% |
| BLACKROCK, INC. | 08/07/2026 | 19.39 M | $1.69 B | 9.24% | 5.65% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/14/2026 | 16.40 M | $1.43 B | -5.96% | 4.78% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 08/13/2026 | 15.35 M | $1.33 B | 4.15% | 4.47% |
| VANGUARD CAPITAL MANAGEMENT LLC | 08/13/2026 | 14.94 M | $1.30 B | 6.12% | 4.35% |
| TOROSO INVESTMENTS, LLC | 08/13/2026 | 13.90 M | $1.21 B | -14.56% | 4.05% |
| CITADEL ADVISORS LLC | 09/02/2026 | 12.73 M | $1.11 B | 38.58% | 3.71% |
| JANE STREET GROUP, LLC | 08/14/2026 | 12.41 M | $1.08 B | -15.66% | 3.62% |
| CITADEL ADVISORS LLC | 09/02/2026 | 12.26 M | $1.07 B | 14.69% | 3.57% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/14/2026 | 12.22 M | $1.06 B | -8.86% | 3.56% |
| JANE STREET GROUP, LLC | 08/14/2026 | 11.98 M | $1.04 B | -6.80% | 3.49% |
| INVESCO LTD. | 08/14/2026 | 9.34 M | $811.99 M | 41.69% | 2.72% |
| MORGAN STANLEY | 08/13/2026 | 9.33 M | $811.10 M | 0.48% | 2.72% |
| STATE STREET CORP | 08/07/2026 | 7.53 M | $654.37 M | 7.22% | 2.19% |
| GOLDMAN SACHS GROUP INC | 08/14/2026 | 5.81 M | $505.08 M | 225.20% | 1.69% |
| UBS GROUP AG | 08/13/2026 | 4.94 M | $429.73 M | -21.67% | 1.44% |
| GOLDMAN SACHS GROUP INC | 08/14/2026 | 4.74 M | $411.68 M | 207.22% | 1.38% |
| GEODE CAPITAL MANAGEMENT, LLC | 08/12/2026 | 4.61 M | $399.30 M | -1.05% | 1.34% |
| CAPITAL WORLD INVESTORS | 08/12/2026 | 4.31 M | $374.76 M | 0.67% | 1.26% |
| NORGES BANK | 08/12/2026 | 3.98 M | $345.94 M | 100.00% | 1.16% |
| HARVEST PORTFOLIOS GROUP INC. | 08/13/2026 | 3.12 M | $271.39 M | 16.50% | 0.91% |
| CAPITAL RESEARCH GLOBAL INVESTORS | 08/12/2026 | 2.99 M | $260.25 M | -60.69% | 0.87% |
| JANE STREET GROUP, LLC | 08/14/2026 | 2.68 M | $232.77 M | 1,176.07% | 0.78% |
| RENAISSANCE TECHNOLOGIES LLC | 08/13/2026 | 2.55 M | $221.99 M | 19.84% | 0.74% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/14/2026 | 2.52 M | $219.14 M | 96.54% | 0.73% |
| VANGUARD FIDUCIARY TRUST CO | 08/13/2026 | 2.09 M | $182.06 M | 7.42% | 0.61% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 1.99 M | $173.36 M | 174.70% | 0.58% |
| NORTHERN TRUST CORP | 08/13/2026 | 1.83 M | $159.22 M | 3.95% | 0.53% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 08/14/2026 | 1.80 M | $156.11 M | 15.37% | 0.52% |
| SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. | 08/14/2026 | 1.80 M | $156.11 M | 100.00% | 0.52% |
| TOROSO INVESTMENTS, LLC | 08/13/2026 | 1.73 M | $150.76 M | -2.57% | 0.51% |
| BELVEDERE TRADING LLC | 07/31/2026 | 1.67 M | $144.76 M | 8.46% | 0.49% |
| LMR PARTNERS LLP | 08/14/2026 | 1.63 M | $142.10 M | -56.39% | 0.48% |
| D. E. SHAW & CO., INC. | 08/14/2026 | 1.62 M | $141.06 M | 24.85% | 0.47% |
| CLEAR STREET GROUP INC. | 08/12/2026 | 1.55 M | $135.17 M | 21.11% | 0.45% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 1.52 M | $132.32 M | 642.54% | 0.44% |
| PEAK6 LLC | 08/13/2026 | 1.47 M | $128.02 M | 142.82% | 0.43% |
| MAREX GROUP PLC | 08/14/2026 | 1.47 M | $127.93 M | -56.86% | 0.43% |
| LEGAL & GENERAL GROUP PLC | 08/14/2026 | 1.42 M | $123.53 M | 3.54% | 0.41% |
| HRT FINANCIAL LP | 08/14/2026 | 1.37 M | $119.44 M | 100.00% | 0.40% |
| CAPSTONE INVESTMENT ADVISORS, LLC | 08/17/2026 | 1.37 M | $119.28 M | 2,585.13% | 0.40% |
| BELVEDERE TRADING LLC | 07/31/2026 | 1.37 M | $119.12 M | -4.11% | 0.40% |
| WOLVERINE ASSET MANAGEMENT LLC | 08/10/2026 | 1.36 M | $118.09 M | 3.68% | 0.40% |
| UBS ASSET MANAGEMENT AMERICAS INC | 08/13/2026 | 1.35 M | $117.09 M | -14.41% | 0.39% |
| AMUNDI | 08/11/2026 | 1.32 M | $115.10 M | 148.89% | 0.39% |
| CAPSTONE INVESTMENT ADVISORS, LLC | 08/17/2026 | 1.30 M | $112.87 M | 1,948.08% | 0.38% |
| MILLENNIUM MANAGEMENT LLC | 08/14/2026 | 1.26 M | $109.60 M | 85.00% | 0.37% |
| MAREX GROUP PLC | 08/14/2026 | 1.26 M | $109.38 M | 1,821.07% | 0.37% |
| NATIONAL BANK OF CANADA /FI/ | 08/10/2026 | 1.21 M | $104.97 M | 127.84% | 0.35% |
| PARALLAX VOLATILITY ADVISERS, L.P. | 08/14/2026 | 1.21 M | $104.77 M | 7.34% | 0.35% |
Strategy Inc. institutional Ownership - FAQ's
During the previous two years, 1239 institutional investors and hedge funds held shares of Strategy Inc.. The most heavily invested institutionals were:
Capital International Investors: 34.9 M
BlackRock, Inc.: 19.39 M
VANGUARD PORTFOLIO MANAGEMENT LLC: 15.35 M
VANGUARD CAPITAL MANAGEMENT LLC: 14.94 M
Invesco Ltd.: 9.34 M
MORGAN STANLEY: 9.33 M
61.56% of Strategy Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 246.84 M shares in the last 24 months. This purchase volume represents approximately $34.30 B in transactions.