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
LPL Financial 552k $19M 135% Dec 2025
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Private Advisor 437k $15M 7% Dec 2025
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ODonnell Financial Services 280k $9.8M 7% Dec 2025
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Urban Wealth Management 99k $3.5M 100% Dec 2025
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Cambridge Investment Research Advisors 94k $3.3M 4% Dec 2025
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Steward Partners Investment Advisory 63k $2.2M 47% Dec 2025
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Resources Investment Advisors 59k $2.1M 26% Dec 2025
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Gts Securities 44k $1.5M 150% Dec 2025
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Advisor Group Holdings 38k $1.3M 110% Dec 2025
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Envestnet Asset Management 27k $944k 18% Dec 2025
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Worth Asset Management 27k $928k 7% Dec 2025
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Kestra Private Wealth Services 22k $770k 5% Dec 2025
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Atlas Wealth Partners 22k $750k 1% Dec 2025
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Jane Street 21k $746k 6% Dec 2025
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Moors & Cabot 18k $626k 70% Dec 2025
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Cetera Investment Advisers 17k $591k 52% Dec 2025
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National Wealth Management Group 12k $429k 100% Dec 2025
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International Assets Investment Management 12k $412k 100% Dec 2025
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Wedbush Morgan Securities 9.9k $347k 35% Dec 2025
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Birch Financial Group 9.8k $343k 100% Dec 2025
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Arkadios Wealth Advisors 9.1k $318k 10% Dec 2025
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Mariner Wealth Advisors 9.0k $314k 100% Dec 2025
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J.w. Cole Advisors 8.6k $300k 100% Dec 2025
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Intrua Financial 8.0k $279k 100% Dec 2025
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Wetzel Investment Advisors 7.9k $274k 100% Dec 2025
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Sovran Advisors 7.8k $289k 100% Dec 2025
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Change Path 6.1k $214k 100% Dec 2025
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Goss Wealth Management 5.9k $207k 100% Dec 2025
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Kestra Advisory Services 3.0k $105k 100% Dec 2025
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CoreCap Advisors 3.0k $104k -12% Dec 2025
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Private Trust Co Na 2.7k $95k 100% Dec 2025
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Global Retirement Partners 2.0k $70k 100% Dec 2025
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Geneos Wealth Management 769.00 $27k 0% Dec 2025
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Farther Finance Advisors 400.00 $14k 100% Dec 2025
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Creative Financial Designs 210.00 $7.4k 2% Dec 2025
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Wells Fargo & Company 165.00 $5.8k 100% Dec 2025
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Cape Investment Advisory 110.00 $3.8k 100% Dec 2025
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Spire Wealth Management 102.00 $3.6k 100% Dec 2025
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Mcguire Capital Advisors 10.00 $350.000000 100% Dec 2025
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Who sold out of Strategy?

Fund or Company Name Date Sold Shares Held Valued At
Principal Securities Sep 2025 1.2k $41k
Simplex Trading Sep 2025 425.00 $14k
UBS Group Sep 2025 144.00 $4.8k
MAI Wealth Advisors Sep 2025 103.00 $3.4k
Jones Financial Companies, L.L Sep 2025 47.00 $1.5k