Who owns STRATEGY SHS?
- Ticker: ESUM
- CUSIP Number: 86280r787
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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 |
|---|---|---|---|---|---|
| Strategic Equity Management | 524k | $14M | -1% | Mar 2026 |
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| O'Connor Financial Group | 496k | $13M | 0% | Mar 2026 |
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| Moneywise | 269k | $7.3M | 8% | Dec 2025 |
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| Legacy Wealth Asset Management | 250k | $6.6M | 7% | Mar 2026 |
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| PAX Financial Group | 157k | $4.2M | -8% | Dec 2025 |
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| Geneos Wealth Management | 123k | $3.3M | 23% | Dec 2025 |
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| LPL Financial | 119k | $3.2M | 139% | Dec 2025 |
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| Kestra Advisory Services | 101k | $2.7M | 14% | Dec 2025 |
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| Cambridge Investment Research Advisors | 98k | $2.6M | 42% | Dec 2025 |
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| Creative Financial Designs | 89k | $2.3M | 29% | Mar 2026 |
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| 49 Wealth Management | 86k | $2.3M | 116% | Dec 2025 |
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| OneAscent Financial Services | 71k | $1.9M | 11% | Mar 2026 |
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| SageOak Financial | 61k | $1.6M | 1% | Dec 2025 |
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| First Heartland Consultants | 56k | $1.5M | 4% | Mar 2026 |
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| EverSource Wealth Advisors | 48k | $1.3M | 0% | Dec 2025 |
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| IFP Advisors | 47k | $1.2M | 3% | Mar 2026 |
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| Merit Financial Group | 47k | $1.2M | 7% | Mar 2026 |
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| Strategic Blueprint | 45k | $1.2M | 10% | Dec 2025 |
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| Change Path | 37k | $997k | -97% | Dec 2025 |
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| Jones Financial Companies, L.L | 33k | $887k | 390% | Dec 2025 |
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| Values First Advisors | 30k | $795k | -12% | Mar 2026 |
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| Gts Securities | 24k | $648k | 1% | Dec 2025 |
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| Harvest Investment Services | 18k | $490k | 100% | Dec 2025 |
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| Betterment | 17k | $451k | 2% | Dec 2025 |
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| Meriwether Wealth & Planning | 15k | $386k | 25% | Mar 2026 |
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| TrueWealth Advisors | 15k | $385k | -15% | Mar 2026 |
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| Sanctuary Advisors | 15k | $395k | -27% | Dec 2025 |
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| Goldman Sachs Group | 13k | $344k | -35% | Dec 2025 |
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| Atria Investments | 12k | $328k | 45% | Dec 2025 |
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| Commonwealth Equity Services | 11k | $302k | 11% | Dec 2025 |
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| BAM Wealth Management | 11k | $274k | 100% | Mar 2026 |
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| Centaurus Financial | 8.7k | $235k | 0% | Dec 2025 |
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| Security Financial Services | 8.4k | $226k | 100% | Dec 2025 |
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| Foundations Investment Advisors | 8.0k | $217k | 5% | Dec 2025 |
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| LGT Financial Advisors | 2.9k | $79k | 0% | Dec 2025 |
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| Advisor Group Holdings | 2.8k | $76k | 61% | Dec 2025 |
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| AdvisorNet Financial | 224.00 | $5.9k | 0% | Mar 2026 |
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| Silver Oak Securities | 85.00 | $2.2k | 100% | Mar 2026 |
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| GeoWealth Management | 6.00 | $162.000000 | 0% | Dec 2025 |
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Who sold out of Strategy?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Wealth Enhancement Advisory Services | Dec 2025 | 1.5M | $40M |
| Susquehanna International | Sep 2025 | 13k | $363k |
| CLS Investments | Sep 2025 | 13k | $353k |