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 | 1.52 M | $107.65 M | -27.23% | 0.52% |
| BLACKROCK, INC. | 05/13/2026 | 969.05 K | $68.51 M | -8.82% | 0.33% |
| CAPITAL WORLD INVESTORS | 05/13/2026 | 736.60 K | $52.08 M | 15.77% | 0.25% |
| PARAFI CAPITAL LP | 05/15/2026 | 430.63 K | $30.45 M | 114.91% | 0.15% |
| VAN ECK ASSOCIATES CORP | 05/15/2026 | 355.29 K | $25.12 M | -15.34% | 0.12% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 05/15/2026 | 300.11 K | $21.22 M | 24.49% | 0.10% |
| LPL FINANCIAL LLC | 05/06/2026 | 252.87 K | $17.88 M | -2.13% | 0.09% |
| MILLENNIUM MANAGEMENT LLC | 05/15/2026 | 206.40 K | $143.94 K | 100.00% | 0.07% |
| KOVACK ADVISORS, INC. | 05/13/2026 | 201.99 K | $14.38 M | 10.94% | 0.07% |
| CALAMOS ADVISORS LLC | 05/04/2026 | 200.00 K | $14.14 M | 0.00% | 0.07% |
| STATE STREET CORP | 05/15/2026 | 168.00 K | $11.90 M | 1.82% | 0.06% |
| INFRASTRUCTURE CAPITAL ADVISORS, LLC | 05/15/2026 | 153.00 K | $10.82 M | 9.91% | 0.05% |
| FMR LLC | 05/15/2026 | 135.60 K | $9.64 M | 0.00% | 0.05% |
| ADVENT CAPITAL MANAGEMENT /DE/ | 05/07/2026 | 97.81 K | $6.96 M | -7.50% | 0.03% |
| ASPIRING VENTURES, LLC | 05/05/2026 | 81.50 K | $5.76 M | -1.96% | 0.03% |
| GREENLAND CAPITAL MANAGEMENT LP | 05/15/2026 | 71.68 K | $5.07 M | 2.40% | 0.02% |
| MORGAN STANLEY | 05/15/2026 | 65.08 K | $4.60 M | 40.57% | 0.02% |
| STIFEL FINANCIAL CORP | 05/12/2026 | 56.83 K | $4.02 M | 24.48% | 0.02% |
| IONIC CAPITAL MANAGEMENT LLC | 05/15/2026 | 37.77 K | $2.67 M | 31.28% | 0.01% |
| PASADENA PRIVATE WEALTH, LLC | 04/22/2026 | 35.73 K | $2.53 M | -3.85% | 0.01% |
| NATIONAL BANK OF CANADA /FI/ | 05/15/2026 | 34.05 K | $2.41 M | 4.06% | 0.01% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 05/15/2026 | 24.30 K | $1.73 M | 100.00% | 0.01% |
| ANDINA CAPITAL MANAGEMENT, LLC | 04/17/2026 | 22.31 K | $1.58 M | 100.00% | 0.01% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 21.01 K | $1.49 M | -4.67% | 0.01% |
| WEALTHCARE ADVISORY PARTNERS LLC | 04/14/2026 | 20.79 K | $1.47 M | 20.77% | 0.01% |
| COMMONWEALTH EQUITY SERVICES, LLC | 04/27/2026 | 20.52 K | $1.45 M | 3.97% | 0.01% |
| MERCER GLOBAL ADVISORS INC /ADV | 05/15/2026 | 20.26 K | $1.43 M | -15.04% | 0.01% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 04/30/2026 | 17.00 K | $1.20 M | -2.86% | 0.01% |
| MAREX GROUP PLC | 05/13/2026 | 16.40 K | $1.16 M | 272.75% | 0.01% |
| 05/15/2026 | 16.00 K | $1.13 M | 0.00% | 0.01% | |
| REGIONS FINANCIAL CORP | 05/05/2026 | 14.50 K | $1.03 M | 100.00% | 0.00% |
| WEDBUSH SECURITIES INC | 04/21/2026 | 14.45 K | $1.02 M | -0.34% | 0.00% |
| INDEPENDENT FINANCIAL GROUP, LLC | 05/15/2026 | 12.97 K | $916.98 K | 2.37% | 0.00% |
| JANE STREET GROUP, LLC | 05/12/2026 | 12.28 K | $868.48 K | -29.14% | 0.00% |
| EWING MORRIS & CO. INVESTMENT PARTNERS LTD. | 05/11/2026 | 10.68 K | $755.15 K | 12.53% | 0.00% |
| APOLLON WEALTH MANAGEMENT, LLC | 04/22/2026 | 10.20 K | $721.14 K | 104.00% | 0.00% |
| BAIRD FINANCIAL GROUP, INC. | 05/14/2026 | 9.30 K | $657.51 K | 0.00% | 0.00% |
| DEUTSCHE BANK AG\ | 05/06/2026 | 7.90 K | $558.53 K | -69.96% | 0.00% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 05/08/2026 | 7.81 K | $552.17 K | -56.31% | 0.00% |
| INDEPENDENT ADVISOR ALLIANCE | 05/12/2026 | 5.94 K | $419.95 K | 1.71% | 0.00% |
| CITADEL ADVISORS LLC | 05/15/2026 | 5.56 K | $392.95 K | 100.00% | 0.00% |
| UBS GROUP AG | 05/05/2026 | 5.13 K | $362.34 K | 8,891.23% | 0.00% |
| NEWEDGE ADVISORS, LLC | 06/03/2026 | 5.05 K | $356.70 K | 36.17% | 0.00% |
| NEUBERGER BERMAN GROUP LLC | 05/14/2026 | 5.00 K | $353.50 K | 0.00% | 0.00% |
| ONE CAPITAL MANAGEMENT, LLC | 05/13/2026 | 4.84 K | $341.98 K | 100.00% | 0.00% |
| CERITY PARTNERS LLC | 05/15/2026 | 4.58 K | $323.81 K | 100.00% | 0.00% |
| HARBOUR INVESTMENTS, INC. | 05/15/2026 | 4.29 K | $303.10 K | 389.94% | 0.00% |
| ULLAND INVESTMENT ADVISORS, LLC | 04/27/2026 | 4.08 K | $288.00 K | 0.00% | 0.00% |
| SOVRAN ADVISORS, LLC | 05/01/2026 | 3.92 K | $307.04 K | 52.15% | 0.00% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/15/2026 | 3.86 K | $273.11 K | 100.00% | 0.00% |
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Strategy Inc. institutional Ownership - FAQ's
During the previous two years, 105 institutional investors and hedge funds held shares of Strategy Inc.. The most heavily invested institutionals were:
Capital International Investors: 1.52 M
BlackRock, Inc.: 969,048
Capital World Investors: 736,597
ParaFi Capital LP: 430,628
VAN ECK ASSOCIATES CORP: 355,290
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.: 300,109
2.21% of Strategy Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 6.49 M shares in the last 24 months. This purchase volume represents approximately $511.18 M in transactions.