Strategy Inc
STRKNASDAQ
USReal-Time Price
USReal-Time Price$68.47USD
-2.33 (-3.29%)Today
$68.35-0.12 (-0.18%)Pre-MarketLast quote · Nov 6, 2026, 6:17 AM ET
Strategy Inc (STRK) Holders & Ownership
Who owns Strategy Inc (STRK)? Top institutional holders, insider ownership and recent 13F changes showing how the smart money is positioned.
Filing Period:
Institutional Ownership
0.10%
Institutional Holders
35
Total Shares Held
359,354
Total Holdings Value
$26.6M
13F Holder Composition
Institution
Top Institutional Holders
| Holder | Shares Held | Market Value | % Outstanding | Change | Date Reported |
|---|---|---|---|---|---|
| CALAMOS ADVISORS LLC | 200,000 | $14.8M | 0.06% | 0.00% | 2026-09-30 |
| WEALTHCARE ADVISORY PARTNERS LLC | 26,484 | $2.0M | 0.01% | +30.63% | 2026-09-30 |
| COMMONWEALTH EQUITY SERVICES, LLC | 19,490 | $1.4M | 0.01% | -1.61% | 2026-09-30 |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 16,262 | $1.2M | 0.00% | -4.13% | 2026-09-30 |
| WEDBUSH SECURITIES INC | 15,233 | $1.1M | 0.00% | +7.66% | 2026-09-30 |
| APOLLON WEALTH MANAGEMENT, LLC | 13,350 | $990,036 | 0.00% | +1.91% | 2026-09-30 |
| CHICAGO PARTNERS INVESTMENT GROUP LLC | 13,238 | $917,395 | 0.00% | +100.00% | 2026-09-30 |
| INDEPENDENT FINANCIAL GROUP, LLC | 9,195 | $681,901 | 0.00% | +100.00% | 2026-09-30 |
| MISSION WEALTH MANAGEMENT, LP | 5,501 | $407,956 | 0.00% | +100.00% | 2026-09-30 |
| SOVRAN ADVISORS, LLC | 4,902 | $344,215 | 0.00% | -5.22% | 2026-09-30 |
| SYNERGY ASSET MANAGEMENT, LLC | 4,094 | $303,611 | 0.00% | +19.25% | 2026-09-30 |
| VESTGEN ADVISORS, LLC | 4,000 | $296,640 | 0.00% | +100.00% | 2026-09-30 |
| ULLAND INVESTMENT ADVISORS, LLC | 3,950 | $293,000 | 0.00% | 0.00% | 2026-09-30 |
| J. DEREK LEWIS & ASSOCIATES INC. | 3,800 | $304,723 | 0.00% | +100.00% | 2026-09-30 |
| ALLIANCE WEALTH ADVISORS, LLC | 3,833 | $284,288 | 0.00% | +2.62% | 2026-09-30 |
| KEY CLIENT FIDUCIARY ADVISORS, LLC | 3,161 | $234,400 | 0.00% | +100.00% | 2026-09-30 |
| AVANTAX PLANNING PARTNERS, INC. | 2,953 | $218,994 | 0.00% | +100.00% | 2026-09-30 |
| CALAMOS WEALTH MANAGEMENT LLC | 2,800 | $207,648 | 0.00% | +100.00% | 2026-09-30 |
| OPPENHEIMER & CO INC | 2,755 | $204,311 | 0.00% | +100.00% | 2026-09-30 |
| SUMMIT SECURITIES GROUP LLC | 1,321 | $97,965 | 0.00% | +100.00% | 2026-09-30 |
| ASCENTIS WEALTH MANAGEMENT, LLC | 938 | $69,562 | 0.00% | 0.00% | 2026-09-30 |
| MOISAND FITZGERALD TAMAYO, LLC | 735 | $54,496 | 0.00% | +2.65% | 2026-09-30 |
| COSTELLO ASSET MANAGEMENT, INC | 500 | $37,080 | 0.00% | 0.00% | 2026-09-30 |
| PLANNING STRATEGIES INC. | 336 | $24,894 | 0.00% | +2.75% | 2026-09-30 |
| PHYSICIAN WEALTH ADVISORS, INC. | 157 | $11,644 | 0.00% | 0.00% | 2026-09-30 |
| FARTHER FINANCE ADVISORS, LLC | 105 | $7,819 | 0.00% | 0.00% | 2026-09-30 |
| IFP ADVISORS, INC | 88 | $6,526 | 0.00% | 0.00% | 2026-09-30 |
| COMPASS FINANCIAL MANAGEMENT LLC | 50 | $3,708 | 0.00% | +100.00% | 2026-09-30 |
| TRIUMPH CAPITAL MANAGEMENT | 30 | $2,225 | 0.00% | 0.00% | 2026-09-30 |
| PARALLEL ADVISORS, LLC | 28 | $2,076 | 0.00% | 0.00% | 2026-09-30 |
| PINNACLE WEALTH PLANNING SERVICES, INC. | 25 | $1,854 | 0.00% | +100.00% | 2026-09-30 |
| FIFTH THIRD BANCORP | 21 | $1,557 | 0.00% | 0.00% | 2026-09-30 |
| VIMA LLC | 12 | $890 | 0.00% | 0.00% | 2026-09-30 |
| STRATEGIC ADVOCATES LLC | 6 | $445 | 0.00% | 0.00% | 2026-09-30 |
| VISION FINANCIAL MARKETS LLC | 1 | $72 | 0.00% | -99.56% | 2026-09-30 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 0 | $0 | 0.00% | -100.00% | 2026-09-30 |
| EVERSOURCE WEALTH ADVISORS, LLC | 0 | $0 | 0.00% | -100.00% | 2026-09-30 |
| ASSET DEDICATION, LLC | 0 | $0 | 0.00% | -100.00% | 2026-09-30 |
Source: FMP Ultimate 13F Institutional Ownership. Figures reflect the latest available quarterly filings — showing Q3 2026.