Strategy Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| CAPITAL INTERNATIONAL INVESTORS | 02/11/2026 | 2.09 M | $164.80 M | 0.42% | 0.71% |
| BLACKROCK, INC. | 02/12/2026 | 1.06 M | $83.70 M | 4.03% | 0.36% |
| CAPITAL WORLD INVESTORS | 02/11/2026 | 636.28 K | $50.11 M | 0.00% | 0.22% |
| VOYA INVESTMENT MANAGEMENT LLC | 02/12/2026 | 625.00 K | $49.23 M | 0.00% | 0.21% |
| VAN ECK ASSOCIATES CORP | 02/13/2026 | 419.67 K | $33.05 M | 7.58% | 0.14% |
| LPL FINANCIAL LLC | 02/11/2026 | 258.36 K | $20.35 M | 3.79% | 0.09% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 02/17/2026 | 241.07 K | $18.99 M | -0.26% | 0.08% |
| PARAFI CAPITAL LP | 02/13/2026 | 200.38 K | $15.78 M | 225.82% | 0.07% |
| CALAMOS ADVISORS LLC | 01/29/2026 | 200.00 K | $15.75 M | 33.33% | 0.07% |
| STATE STREET CORP | 02/13/2026 | 165.00 K | $13.52 M | -4.62% | 0.06% |
| INFRASTRUCTURE CAPITAL ADVISORS, LLC | 02/17/2026 | 139.20 K | $10.96 M | 100.00% | 0.05% |
| ADVENT CAPITAL MANAGEMENT /DE/ | 02/09/2026 | 105.74 K | $8.36 M | 13.41% | 0.04% |
| ASPIRING VENTURES, LLC | 01/27/2026 | 83.13 K | $6.55 M | 14.62% | 0.03% |
| GREENLAND CAPITAL MANAGEMENT LP | 02/17/2026 | 70.00 K | $5.51 M | 75.00% | 0.02% |
| MORGAN STANLEY | 02/13/2026 | 46.30 K | $3.65 M | -31.04% | 0.02% |
| STIFEL FINANCIAL CORP | 02/13/2026 | 45.65 K | $3.60 M | -15.47% | 0.02% |
| PASADENA PRIVATE WEALTH, LLC | 02/10/2026 | 37.16 K | $2.93 M | 100.00% | 0.01% |
| NATIONAL BANK OF CANADA /FI/ | 02/17/2026 | 32.72 K | $2.58 M | 37.73% | 0.01% |
| IONIC CAPITAL MANAGEMENT LLC | 02/17/2026 | 28.77 K | $2.27 M | -31.83% | 0.01% |
| DEUTSCHE BANK AG\ | 02/11/2026 | 26.30 K | $2.07 M | 43.61% | 0.01% |
| MERCER GLOBAL ADVISORS INC /ADV | 02/18/2026 | 23.84 K | $1.88 M | 100.00% | 0.01% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 22.04 K | $1.74 M | 25.95% | 0.01% |
| COMMONWEALTH EQUITY SERVICES, LLC | 02/12/2026 | 19.73 K | $1.55 M | -43.12% | 0.01% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 02/05/2026 | 17.50 K | $1.38 M | -1.81% | 0.01% |
| WEALTHCARE ADVISORY PARTNERS LLC | 01/14/2026 | 17.22 K | $1.36 M | 22.16% | 0.01% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 02/12/2026 | 17.88 K | $1.41 M | -7.55% | 0.01% |
| JANE STREET GROUP, LLC | 02/12/2026 | 17.34 K | $1.37 M | 100.00% | 0.01% |
| WEDBUSH SECURITIES INC | 02/12/2026 | 14.50 K | $1.14 M | 1.60% | 0.01% |
| UBS OCONNOR LLC | 02/13/2026 | 9.50 K | $751.12 K | 0.00% | 0.00% |
| EWING MORRIS & CO. INVESTMENT PARTNERS LTD. | 02/17/2026 | 9.49 K | $756.75 K | 2.72% | 0.00% |
| BAIRD FINANCIAL GROUP, INC. | 02/13/2026 | 9.30 K | $732.47 K | 100.00% | 0.00% |
| INDEPENDENT ADVISOR ALLIANCE | 02/04/2026 | 5.84 K | $459.93 K | 5.47% | 0.00% |
| KESTRA ADVISORY SERVICES, LLC | 02/13/2026 | 5.99 K | $471.77 K | -7.76% | 0.00% |
| APOLLON WEALTH MANAGEMENT, LLC | 01/22/2026 | 5.00 K | $393.80 K | -71.01% | 0.00% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 01/08/2026 | 4.83 K | $399.85 K | -18.06% | 0.00% |
| NEUBERGER BERMAN GROUP LLC | 02/13/2026 | 5.00 K | $393.80 K | 0.00% | 0.00% |
| MAREX GROUP PLC | 02/12/2026 | 4.40 K | $346.54 K | 19.73% | 0.00% |
| HRT FINANCIAL LP | 02/12/2026 | 4.55 K | $358.00 K | 40.57% | 0.00% |
| ULLAND INVESTMENT ADVISORS, LLC | 01/08/2026 | 4.08 K | $321.00 K | 0.00% | 0.00% |
| CAPTRUST FINANCIAL ADVISORS | 02/17/2026 | 4.39 K | $345.84 K | 53.80% | 0.00% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 02/17/2026 | 4.05 K | $309.13 K | 100.00% | 0.00% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 3.84 K | $302.72 K | -21.12% | 0.00% |
| JPMORGAN CHASE & CO | 02/11/2026 | 3.45 K | $271.41 K | 100.00% | 0.00% |
| SSI INVESTMENT MANAGEMENT LLC | 02/10/2026 | 3.45 K | $275.60 K | 0.00% | 0.00% |
| NEWEDGE ADVISORS, LLC | 02/18/2026 | 3.71 K | $291.81 K | 1,752.50% | 0.00% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 3.70 K | $291.41 K | 7.25% | 0.00% |
| HIGHTOWER ADVISORS, LLC | 02/06/2026 | 3.21 K | $252.82 K | -51.18% | 0.00% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 01/29/2026 | 3.09 K | $243.05 K | -37.30% | 0.00% |
| FIDUCIARY ALLIANCE LLC | 01/22/2026 | 3.00 K | $236.04 K | 7.04% | 0.00% |
| AVANTAX PLANNING PARTNERS, INC. | 02/05/2026 | 2.95 K | $232.58 K | 0.00% | 0.00% |
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Strategy Inc. institutional Ownership - FAQ's
During the previous two years, 100 institutional investors and hedge funds held shares of Strategy Inc.. The most heavily invested institutionals were:
Capital International Investors: 2.09 M
BlackRock, Inc.: 1.06 M
Capital World Investors: 636,284
VOYA INVESTMENT MANAGEMENT LLC: 625,000
VAN ECK ASSOCIATES CORP: 419,669
LPL Financial LLC: 258,356
2.36% of Strategy Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 6.32 M shares in the last 24 months. This purchase volume represents approximately $505.55 M in transactions.