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
LPL Financial 636k $19M 15% Mar 2026
 View chart
ODonnell Financial Services 280k $8.2M 0% Mar 2026
 View chart
Cambridge Investment Research Advisors 114k $3.4M 21% Mar 2026
 View chart
Steward Partners Investment Advisory 79k $2.3M 25% Mar 2026
 View chart
Resources Investment Advisors 74k $2.2M 24% Mar 2026
 View chart
Urban Wealth Management 64k $1.9M -35% Mar 2026
 View chart
Private Advisor 64k $1.9M -85% Mar 2026
 View chart
Gts Securities 44k $1.5M 150% Dec 2025
 View chart
Advisor Group Holdings 38k $1.3M 110% Dec 2025
 View chart
Kestra Private Wealth Services 28k $831k 28% Mar 2026
 View chart
Worth Asset Management 27k $782k 0% Mar 2026
 View chart
Moors & Cabot 26k $761k 44% Mar 2026
 View chart
Goss Wealth Management 25k $740k 324% Mar 2026
 View chart
Envestnet Asset Management 23k $682k -14% Mar 2026
 View chart
Atlas Wealth Partners 19k $557k -12% Mar 2026
 View chart
Cetera Investment Advisers 18k $530k 6% Mar 2026
 View chart
Stratos Wealth Partners 18k $518k 100% Mar 2026
 View chart
Citadel Advisors 17k $512k 100% Mar 2026
 View chart
International Assets Investment Management 15k $441k 23% Mar 2026
 View chart
J.w. Cole Advisors 13k $381k 51% Mar 2026
 View chart
Wetzel Investment Advisors 12k $359k 55% Mar 2026
 View chart
Birch Financial Group 12k $354k 23% Mar 2026
 View chart
National Wealth Management Group 12k $349k -4% Mar 2026
 View chart
Arkadios Wealth Advisors 11k $332k 24% Mar 2026
 View chart
Concurrent Investment Advisors 11k $323k 100% Mar 2026
 View chart
Mariner Wealth Advisors 9.9k $292k 10% Mar 2026
 View chart
Wedbush Morgan Securities 9.9k $290k -1% Mar 2026
 View chart
Kingsview Wealth Management 8.8k $259k 100% Mar 2026
 View chart
Intrua Financial 8.6k $253k 8% Mar 2026
 View chart
Commonwealth Equity Services 7.1k $208k 100% Mar 2026
 View chart
AE Wealth Management 6.9k $202k 100% Mar 2026
 View chart
Private Trust Co Na 3.8k $146k 40% Mar 2026
 View chart
CoreCap Advisors 2.7k $80k -8% Mar 2026
 View chart
Global Retirement Partners 2.0k $70k 100% Dec 2025
 View chart
Farther Finance Advisors 1.5k $46k 275% Mar 2026
 View chart
Wells Fargo & Company 865.00 $26k 424% Mar 2026
 View chart
Investment Research & Advisory Group 845.00 $25k 100% Mar 2026
 View chart
Geneos Wealth Management 769.00 $23k 0% Mar 2026
 View chart
Royal Bank of Canada 463.00 $14k 100% Mar 2026
 View chart
Morgan Stanley 454.00 $13k 350% Mar 2026
 View chart
POM Investment Strategies 356.00 $11k 100% Mar 2026
 View chart
Creative Financial Designs 213.00 $6.3k 1% Mar 2026
 View chart
Spire Wealth Management 111.00 $3.3k 9% Mar 2026
 View chart
Cape Investment Advisory 110.00 $3.8k 100% Dec 2025
 View chart
Mcguire Capital Advisors 10.00 $350.000000 100% Dec 2025
 View chart

Who sold out of Strategy?

Fund or Company Name Date Sold Shares Held Valued At
Jane Street Dec 2025 21k $746k
Sovran Advisors Dec 2025 7.8k $289k
Change Path Dec 2025 6.1k $214k
Kestra Advisory Services Dec 2025 3.0k $105k
Simplex Trading Sep 2025 425.00 $14k
Jones Financial Companies, L.L Sep 2025 47.00 $1.5k