Who owns STRATEGY SHS?

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

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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 146k $4.2M 9% Jun 2026
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ValMark Advisers 77k $2.2M 8% Jun 2026
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PAX Financial Group 57k $1.6M 1% Jun 2026
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Mosaic Family Wealth Partners 34k $986k 11% Jun 2026
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First Heartland Consultants 26k $746k 4% Jun 2026
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Whitaker-Myers Wealth Managers 17k $474k 10% Jun 2026
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EverSource Wealth Advisors 16k $449k -27% Jun 2026
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Cambridge Investment Research Advisors 12k $335k 24% Jun 2026
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Advisor Group Holdings 10k $299k 11592% Jun 2026
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Independent Advisor Alliance 7.9k $228k 100% Jun 2026
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Creative Financial Designs 5.2k $149k 12% Jun 2026
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Values First Advisors 5.0k $145k 198% Jun 2026
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IFP Advisors 2.0k $57k 0% Jun 2026
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Jpmorgan Chase & Co 1.8k $52k 100% Jun 2026
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Aptus Capital Advisors 216.00 $6.2k 100% Jun 2026
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Who sold out of Strategy?

Fund or Company Name Date Sold Shares Held Valued At
49 Wealth Management Mar 2026 34k $787k