Who owns STRATEGY SHS?

Tip: Access positions for across all investors

Analyze quarterly positions in Strategy with up to 7 years of data, all consolidated into one spreadsheet

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Top investors of Strategy stock

Who bought or sold STRATEGY SHS this quarter?

Fund or Company Name Shares Held Valued At Change in Shares As Of Actions
OneAscent Financial Services 133k $3.1M 11% Mar 2026
 View chart
ValMark Advisers 72k $1.7M 3% Mar 2026
 View chart
PAX Financial Group 56k $1.3M 1% Mar 2026
 View chart
49 Wealth Management 34k $787k 21% Mar 2026
 View chart
Mosaic Family Wealth Partners 31k $723k 100% Mar 2026
 View chart
First Heartland Consultants 25k $583k 7% Mar 2026
 View chart
EverSource Wealth Advisors 21k $500k 77% Mar 2026
 View chart
Whitaker-Myers Wealth Managers 15k $351k 25% Mar 2026
 View chart
Cambridge Investment Research Advisors 9.4k $219k 100% Mar 2026
 View chart
Creative Financial Designs 4.6k $108k 120% Mar 2026
 View chart
IFP Advisors 2.0k $46k 100% Mar 2026
 View chart
Values First Advisors 1.7k $40k -76% Mar 2026
 View chart