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 | 1.22 M | $71.70 M | -19.95% | 0.36% |
| BLACKROCK, INC. | 08/07/2026 | 739.25 K | $43.48 M | -23.71% | 0.22% |
| CAPITAL WORLD INVESTORS | 08/12/2026 | 736.60 K | $43.33 M | 0.00% | 0.21% |
| VAN ECK ASSOCIATES CORP | 08/14/2026 | 323.54 K | $19.03 M | -8.94% | 0.09% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 08/14/2026 | 282.16 K | $16.60 M | -5.98% | 0.08% |
| PARAFI CAPITAL LP | 08/14/2026 | 228.32 K | $13.43 M | -46.98% | 0.07% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 207.45 K | $12.20 M | 6,778.38% | 0.06% |
| CALAMOS ADVISORS LLC | 07/31/2026 | 200.00 K | $11.76 M | 0.00% | 0.06% |
| GREENLAND CAPITAL MANAGEMENT LP | 08/12/2026 | 193.48 K | $11.38 M | 169.92% | 0.06% |
| INFRASTRUCTURE CAPITAL ADVISORS, LLC | 08/13/2026 | 190.88 K | $11.23 M | 24.75% | 0.06% |
| STATE STREET CORP | 08/07/2026 | 162.00 K | $9.57 M | -3.57% | 0.05% |
| FMR LLC | 08/13/2026 | 134.40 K | $7.89 M | -0.89% | 0.04% |
| ADVENT CAPITAL MANAGEMENT /DE/ | 08/11/2026 | 100.88 K | $5.93 M | 3.14% | 0.03% |
| ASPIRING VENTURES, LLC | 08/05/2026 | 78.13 K | $4.60 M | -4.14% | 0.02% |
| EMPOWERED FUNDS, LLC | 08/17/2026 | 73.87 K | $4.35 M | 100.00% | 0.02% |
| UNIVERSAL- BETEILIGUNGS- UND SERVICEGESELLSCHAFT MBH | 08/06/2026 | 65.00 K | $3.82 M | 100.00% | 0.02% |
| LPL FINANCIAL LLC | 08/07/2026 | 63.55 K | $3.74 M | -74.87% | 0.02% |
| MORGAN STANLEY | 08/13/2026 | 62.43 K | $3.67 M | -4.06% | 0.02% |
| STIFEL FINANCIAL CORP | 08/12/2026 | 58.34 K | $3.43 M | 2.66% | 0.02% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 09/09/2026 | 40.80 K | $2.40 M | 67.90% | 0.01% |
| NATIONAL BANK OF CANADA /FI/ | 08/10/2026 | 33.82 K | $1.98 M | -0.70% | 0.01% |
| PASADENA PRIVATE WEALTH, LLC | 08/11/2026 | 33.57 K | $1.97 M | -6.05% | 0.01% |
| IONIC CAPITAL MANAGEMENT LLC | 08/14/2026 | 33.06 K | $1.94 M | -12.48% | 0.01% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 24.64 K | $1.45 M | 17.26% | 0.01% |
| WEALTHCARE ADVISORY PARTNERS LLC | 07/09/2026 | 20.27 K | $1.19 M | -2.49% | 0.01% |
| SCULPTOR CAPITAL LP | 08/14/2026 | 20.00 K | $1.18 M | 100.00% | 0.01% |
| COMMONWEALTH EQUITY SERVICES, LLC | 07/29/2026 | 19.81 K | $1.17 M | -3.45% | 0.01% |
| CSS LLC/IL | 08/14/2026 | 17.52 K | $1.02 M | 100.00% | 0.01% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 07/30/2026 | 16.96 K | $998.00 K | -0.21% | 0.00% |
| SHAOLIN CAPITAL MANAGEMENT LLC | 08/14/2026 | 16.53 K | $972.06 K | 100.00% | 0.00% |
| EVERSOURCE WEALTH ADVISORS, LLC | 07/24/2026 | 16.36 K | $962.00 K | 1,017.14% | 0.00% |
| SENTINEL DOME PARTNERS, LLC | 08/14/2026 | 16.00 K | $961.54 K | 0.00% | 0.00% |
| JANE STREET GROUP, LLC | 08/14/2026 | 15.04 K | $884.59 K | 22.43% | 0.00% |
| WHITEBOX ADVISORS LLC | 08/14/2026 | 15.00 K | $882.30 K | 100.00% | 0.00% |
| WEDBUSH SECURITIES INC | 07/28/2026 | 14.15 K | $832.00 K | -2.08% | 0.00% |
| K2 PRINCIPAL FUND, L.P. | 08/07/2026 | 13.90 K | $817.60 K | 100.00% | 0.00% |
| APOLLON WEALTH MANAGEMENT, LLC | 07/23/2026 | 13.10 K | $770.54 K | 28.43% | 0.00% |
| HRT FINANCIAL LP | 08/14/2026 | 9.25 K | $544.00 K | 140.22% | 0.00% |
| ROYAL BANK OF CANADA | 08/14/2026 | 8.90 K | $524.00 K | 3,148.54% | 0.00% |
| INDEPENDENT ADVISOR ALLIANCE | 08/12/2026 | 7.71 K | $453.65 K | 29.83% | 0.00% |
| TURNER FINANCIAL GROUP, INC. | 08/14/2026 | 7.47 K | $439.63 K | 100.00% | 0.00% |
| MERCER GLOBAL ADVISORS INC /ADV | 08/19/2026 | 6.98 K | $410.73 K | -65.53% | 0.00% |
| EWING MORRIS & CO. INVESTMENT PARTNERS LTD. | 08/14/2026 | 6.80 K | $399.86 K | -36.35% | 0.00% |
| JPMORGAN CHASE & CO | 08/12/2026 | 6.32 K | $376.16 K | 83.46% | 0.00% |
| SUMMIT FINANCIAL, LLC | 08/12/2026 | 5.75 K | $338.22 K | 100.00% | 0.00% |
| BAIRD FINANCIAL GROUP, INC. | 08/12/2026 | 5.73 K | $336.75 K | -38.44% | 0.00% |
| NEWEDGE ADVISORS, LLC | 08/12/2026 | 5.44 K | $319.99 K | 7.83% | 0.00% |
| SOVRAN ADVISORS, LLC | 07/30/2026 | 5.17 K | $323.05 K | 31.80% | 0.00% |
| UBS GROUP AG | 08/13/2026 | 5.13 K | $301.45 K | 0.00% | 0.00% |
| NEUBERGER BERMAN GROUP LLC | 08/13/2026 | 5.00 K | $294.10 K | 0.00% | 0.00% |
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Strategy Inc. institutional Ownership - FAQ's
During the previous two years, 119 institutional investors and hedge funds held shares of Strategy Inc.. The most heavily invested institutionals were:
Capital International Investors: 1.22 M
BlackRock, Inc.: 739,248
Capital World Investors: 736,597
VAN ECK ASSOCIATES CORP: 323,540
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.: 282,158
ParaFi Capital LP: 228,319
1.64% of Strategy Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 5.65 M shares in the last 24 months. This purchase volume represents approximately $444.56 M in transactions.