CUSIP 594972887
STRATEGY INC
132 institutions · $590.1M total · 12,307,323 shares · STRK
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | Capital International Investors | 2,092,400 | $164.8M | 17.00% | 2025-12-31 |
| 2 | BlackRock, Inc. | 1,054,548 | $83.1M | 8.56% | 2025-12-31 |
| 3 | Capital World Investors | 636,284 | $50.1M | 5.16% | 2025-12-31 |
| 4 | Voya Investment Management LLC | 625,000 | $49.2M | 5.07% | 2025-12-31 |
| 5 | LPL Financial LLC | 258,356 | $20.3M | 2.09% | 2025-12-31 |
| 6 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 241,068 | $19.0M | 1.95% | 2025-12-31 |
| 7 | Hudson Bay Capital Management LP | 180,260 | $16.5M | 1.46% | 2025-12-31 |
| 8 | ParaFi Capital LP | 200,378 | $15.8M | 1.62% | 2025-12-31 |
| 9 | Calamos Advisors LLC | 200,000 | $15.8M | 1.62% | 2025-12-31 |
| 10 | Kovack Advisors, Inc. | 182,079 | $14.3M | 1.47% | 2025-12-31 |
| 11 | STATE STREET CORP | 165,000 | $13.5M | 1.34% | 2025-12-31 |
| 12 | Alpine Global Management, LLC | 129,238 | $11.6M | 1.05% | 2025-09-30 |
| 13 | INFRASTRUCTURE CAPITAL ADVISORS, LLC | 139,204 | $11.0M | 1.13% | 2025-12-31 |
| 14 | FMR LLC | 135,300 | $10.7M | 1.09% | 2025-12-31 |
| 15 | ADVENT CAPITAL MANAGEMENT /DE/ | 105,738 | $8.4M | 0.85% | 2025-12-31 |
| 16 | Aspiring Ventures, LLC | 83,130 | $6.5M | 0.67% | 2025-12-31 |
| 17 | Invesco Ltd. | 71,000 | $6.5M | 0.57% | 2025-09-30 |
| 18 | BlueCrest Capital Management Ltd | 70,438 | $5.9M | 0.57% | 2025-03-31 |
| 19 | HARTLINE INVESTMENT CORP/ | 62,813 | $5.8M | 0.51% | 2025-09-30 |
| 20 | Greenland Capital Management LP | 70,000 | $5.5M | 0.56% | 2025-12-31 |
| 21 | Altshuler Shaham Ltd | 4,480,000 | $4.2M | 36.40% | 2025-06-30 |
| 22 | MORGAN STANLEY | 46,295 | $3.6M | 0.37% | 2025-12-31 |
| 23 | STIFEL FINANCIAL CORP | 45,653 | $3.6M | 0.37% | 2025-12-31 |
| 24 | Pasadena Private Wealth, LLC | 37,164 | $2.9M | 0.30% | 2025-12-31 |
| 25 | NATIONAL BANK OF CANADA /FI/ | 32,724 | $2.6M | 0.26% | 2025-12-31 |
| 26 | Ionic Capital Management LLC | 28,772 | $2.3M | 0.23% | 2025-12-31 |
| 27 | Uniplan Investment Counsel, Inc. | 22,814 | $2.1M | 0.18% | 2025-09-30 |
| 28 | CRCM LP | 22,784 | $2.1M | 0.18% | 2025-09-30 |
| 29 | DEUTSCHE BANK AG\ | 26,300 | $2.1M | 0.21% | 2025-12-31 |
| 30 | MERCER GLOBAL ADVISORS INC /ADV | 23,843 | $1.9M | 0.19% | 2025-12-31 |
| 31 | MADDEN SECURITIES Corp | 19,800 | $1.8M | 0.16% | 2025-09-30 |
| 32 | COMMONWEALTH EQUITY SERVICES, LLC | 19,733 | $1.6M | 0.16% | 2025-12-31 |
| 33 | Steward Partners Investment Advisory, LLC | 17,875 | $1.4M | 0.14% | 2025-12-31 |
| 34 | JANE STREET GROUP, LLC | 17,335 | $1.4M | 0.14% | 2025-12-31 |
| 35 | Wealthcare Advisory Partners LLC | 17,216 | $1.4M | 0.13% | 2025-12-31 |
| 36 | WELLS FARGO & COMPANY/MN | 12,809 | $1.0M | 0.10% | 2025-12-31 |
| 37 | StoneX Group Inc. | 10,540 | $966.5K | 0.08% | 2025-09-30 |
| 38 | OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) | 9,500 | $871.9K | 0.07% | 2025-12-31 |
| 39 | CITADEL ADVISORS LLC | 9,935 | $834.6K | 0.08% | 2025-03-31 |
| 40 | Oak Grove Capital LLC | 8,700 | $797.8K | 0.07% | 2025-09-30 |
| 41 | Ewing Morris & Co. Investment Partners Ltd. | 9,492 | $756.8K | 0.07% | 2025-12-31 |
| 42 | PALISADE CAPITAL MANAGEMENT, LP | 8,250 | $745.1K | 0.06% | 2025-09-30 |
| 43 | Baird Financial Group, Inc. | 9,300 | $732.5K | 0.07% | 2025-12-31 |
| 44 | STANSBERRY ASSET MANAGEMENT, LLC | 8,576 | $720.5K | 0.06% | 2025-03-31 |
| 45 | Tidal Investments LLC | 7,543 | $691.7K | 0.06% | 2025-09-30 |
| 46 | Left Brain Wealth Management, LLC | 6,075 | $557.1K | 0.04% | 2025-09-30 |
| 47 | OPPENHEIMER & CO INC | 5,555 | $509.4K | 0.04% | 2025-09-30 |
| 48 | Beaird Harris Wealth Management, LLC | 6,336 | $499.0K | 0.05% | 2025-12-31 |
| 49 | Argent Advisors, Inc. | 4,000 | $484.0K | 0.03% | 2025-06-30 |
| 50 | Kestra Advisory Services, LLC | 5,990 | $471.8K | 0.04% | 2025-12-31 |
| 51 | Independent Advisor Alliance | 5,840 | $459.9K | 0.04% | 2025-12-31 |
| 52 | ENVESTNET ASSET MANAGEMENT INC | 4,601 | $421.9K | 0.03% | 2025-09-30 |
| 53 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 4,832 | $399.8K | 0.03% | 2025-12-31 |
| 54 | Apollon Wealth Management, LLC | 5,000 | $393.8K | 0.04% | 2025-12-31 |
| 55 | NEUBERGER BERMAN GROUP LLC | 5,000 | $393.8K | 0.04% | 2025-12-31 |
| 56 | Balyasny Asset Management L.P. | 3,040 | $367.9K | 0.02% | 2025-06-30 |
| 57 | Pathstone Holdings, LLC | 3,000 | $363.0K | 0.02% | 2025-06-30 |
| 58 | Marex Group plc | 4,400 | $346.5K | 0.03% | 2025-12-31 |
| 59 | Perennial Investment Advisors, LLC | 2,859 | $346.0K | 0.02% | 2025-06-30 |
| 60 | CAPTRUST FINANCIAL ADVISORS | 4,391 | $345.8K | 0.03% | 2025-12-31 |
| 61 | Good Life Advisors, LLC | 2,768 | $335.0K | 0.02% | 2025-06-30 |
| 62 | Creative Planning | 2,596 | $314.2K | 0.02% | 2025-06-30 |
| 63 | Walkner Condon Financial Advisors LLC | 2,594 | $313.9K | 0.02% | 2025-06-30 |
| 64 | &PARTNERS | 4,050 | $309.1K | 0.03% | 2025-12-31 |
| 65 | OSAIC HOLDINGS, INC. | 3,836 | $302.1K | 0.03% | 2025-12-31 |
| 66 | NewEdge Advisors, LLC | 3,705 | $291.8K | 0.03% | 2025-12-31 |
| 67 | SSI INVESTMENT MANAGEMENT LLC | 3,445 | $275.6K | 0.02% | 2025-12-31 |
| 68 | Key Client Fiduciary Advisors, LLC | 2,967 | $272.1K | 0.02% | 2025-09-30 |
| 69 | JPMORGAN CHASE & CO | 3,446 | $271.4K | 0.02% | 2025-12-31 |
| 70 | BANK OF AMERICA CORP /DE/ | 2,950 | $270.5K | 0.02% | 2025-12-31 |
| 71 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 3,168 | $266.1K | 0.02% | 2025-03-31 |
| 72 | HighTower Advisors, LLC | 3,210 | $252.8K | 0.02% | 2025-12-31 |
| 73 | KESTRA PRIVATE WEALTH SERVICES, LLC | 3,086 | $243.1K | 0.02% | 2025-12-31 |
| 74 | Fiduciary Alliance LLC | 2,997 | $236.0K | 0.02% | 2025-12-31 |
| 75 | Venture Visionary Partners LLC | 2,550 | $233.8K | 0.02% | 2025-09-30 |
| 76 | WOLVERINE ASSET MANAGEMENT LLC | 2,916 | $233.4K | 0.02% | 2025-12-31 |
| 77 | Avantax Planning Partners, Inc. | 2,953 | $232.6K | 0.02% | 2025-12-31 |
| 78 | Visionary Wealth Advisors | 1,900 | $229.9K | 0.01% | 2025-06-30 |
| 79 | Sovran Advisors, LLC | 2,579 | $225.4K | 0.02% | 2025-12-31 |
| 80 | Calamos Wealth Management LLC | 2,800 | $220.5K | 0.02% | 2025-12-31 |
| 81 | Marathon Trading Investment Management LLC | 2,100 | $165.4K | 0.01% | 2025-12-31 |
| 82 | Aptus Capital Advisors, LLC | 1,260 | $99.2K | 0.01% | 2025-12-31 |
| 83 | TORONTO DOMINION BANK | 1,000 | $91.0K | 0.00% | 2025-09-30 |
| 84 | Global Retirement Partners, LLC | 1,000 | $78.8K | 0.00% | 2025-12-31 |
| 85 | ORG Wealth Partners, LLC | 938 | $73.9K | 0.00% | 2025-12-31 |
| 86 | HARBOUR INVESTMENTS, INC. | 875 | $68.9K | 0.00% | 2025-12-31 |
| 87 | FIFTH THIRD BANCORP | 630 | $57.8K | 0.00% | 2025-09-30 |
| 88 | Moisand Fitzgerald Tamayo, LLC | 673 | $53.0K | 0.00% | 2025-12-31 |
| 89 | PNC Financial Services Group, Inc. | 672 | $52.9K | 0.00% | 2025-12-31 |
| 90 | Costello Asset Management, INC | 500 | $39.4K | 0.00% | 2025-12-31 |
| 91 | VIRTUS ADVISERS, LLC | 400 | $36.7K | 0.00% | 2025-12-31 |
| 92 | VAN ECK ASSOCIATES CORP | 419,669 | $33.1K | 3.40% | 2025-12-31 |
| 93 | MILLENNIUM MANAGEMENT LLC | 32,600 | $29.5K | 0.26% | 2025-09-30 |
| 94 | VISION FINANCIAL MARKETS LLC | 366 | $28.8K | 0.00% | 2025-12-31 |
| 95 | RAYMOND JAMES FINANCIAL INC | 219 | $26.5K | 0.00% | 2025-06-30 |
| 96 | ANGELES WEALTH MANAGEMENT, LLC | 290 | $24.4K | 0.00% | 2025-03-31 |
| 97 | Allworth Financial LP | 301 | $23.7K | 0.00% | 2025-12-31 |
| 98 | Truvestments Capital LLC | 300 | $23.6K | 0.00% | 2025-12-31 |
| 99 | MTM Investment Management, LLC | 177 | $21.4K | 0.00% | 2025-06-30 |
| 100 | Golden State Wealth Management, LLC | 243 | $19.1K | 0.00% | 2025-12-31 |
| 101 | Activest Wealth Management | 205 | $16.1K | 0.00% | 2025-12-31 |
| 102 | TOTAL INVESTMENT MANAGEMENT INC | 106 | $12.8K | 0.00% | 2025-06-30 |
| 103 | Physician Wealth Advisors, Inc. | 157 | $12.4K | 0.00% | 2025-12-31 |
| 104 | EQ WEALTH ADVISORS, LLC | 151 | $11.9K | 0.00% | 2025-12-31 |
| 105 | Sandy Spring Bank | 110 | $9.2K | 0.00% | 2025-03-31 |
| 106 | Advisory Services Network, LLC | 100 | $9.2K | 0.00% | 2025-09-30 |
| 107 | Farther Finance Advisors, LLC | 105 | $8.3K | 0.00% | 2025-12-31 |
| 108 | Sound Income Strategies, LLC | 92 | $8.0K | 0.00% | 2025-12-31 |
| 109 | BANK OF MONTREAL /CAN/ | 50 | $4.6K | 0.00% | 2025-09-30 |
| 110 | UBS Group AG | 57 | $4.5K | 0.00% | 2025-12-31 |
| 111 | Royal Bank of Canada | 47 | $4.0K | 0.00% | 2025-12-31 |
| 112 | Legacy Investment Solutions, LLC | 22 | $2.7K | 0.00% | 2025-06-30 |
| 113 | Triumph Capital Management | 30 | $2.4K | 0.00% | 2025-12-31 |
| 114 | US BANCORP \DE\ | 25 | $2.1K | 0.00% | 2025-03-31 |
| 115 | Ankerstar Wealth, LLC | 24 | $1.9K | 0.00% | 2025-12-31 |
| 116 | Legacy Wealth Managment, LLC/ID | 22 | $1.7K | 0.00% | 2025-12-31 |
| 117 | COMERICA BANK | 21 | $1.7K | 0.00% | 2025-12-31 |
| 118 | Cambridge Investment Research Advisors, Inc. | 17,497 | $1.4K | 0.14% | 2025-12-31 |
| 119 | TD PRIVATE CLIENT WEALTH LLC | 14 | $1.3K | 0.00% | 2025-09-30 |
| 120 | WEDBUSH SECURITIES INC | 14,499 | $1.1K | 0.11% | 2025-12-31 |
| 121 | Asset Dedication, LLC | 13 | $1.0K | 0.00% | 2025-12-31 |
| 122 | BARCLAYS PLC | 10,938 | $919 | 0.08% | 2025-03-31 |
| 123 | Strategic Advocates LLC | 6 | $488 | 0.00% | 2025-12-31 |
| 124 | IFP Advisors, Inc | 4 | $484 | 0.00% | 2025-06-30 |
| 125 | Atlantic Union Bankshares Corp | 5 | $394 | 0.00% | 2025-12-31 |
| 126 | HRT FINANCIAL LP | 4,549 | $358 | 0.03% | 2025-12-31 |
| 127 | Ulland Investment Advisors, LLC | 4,075 | $321 | 0.03% | 2025-12-31 |
| 128 | King Wealth Management Group | 2,160 | $261 | 0.01% | 2025-06-30 |
| 129 | CWM, LLC | 895 | $71 | 0.00% | 2025-12-31 |
| 130 | Coston, McIsaac & Partners | 509 | $61 | 0.00% | 2025-06-30 |
| 131 | EverSource Wealth Advisors, LLC | 0 | $0 | 0.00% | 2025-03-31 |
| 132 | CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | $0 | 0.00% | 2025-06-30 |