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Strategy Inc

CUSIP: 594972887 | NASDAQ/NGS | 170 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Calamos Advisors LLC200,000
0.0% of portfolio›$14.8M
Wealthcare Advisory Partners LLC26,484
0.0% of portfolio›$2.0M
Commonwealth Equity Services, LLC19,490
0.0% of portfolio›$1.4M
Cambridge Investment Research Advisors, Inc.16,262
0.0% of portfolio›$1.2K
Wedbush Securities Inc15,233
0.0% of portfolio›$1.1K
Apollon Wealth Management, LLC13,350
0.0% of portfolio›$990.0K
Chicago Partners Investment Group LLC13,238
0.0% of portfolio›$917.4K
Independent Financial Group, LLC9,195
0.0% of portfolio›$681.9K
Mission Wealth Management, LP5,501
0.0% of portfolio›$408.0K
Sovran Advisors, LLC4,902
0.0% of portfolio›$344.2K
Synergy Asset Management, LLC4,094
0.0% of portfolio›$303.6K
VestGen Advisors, LLC4,000
0.0% of portfolio›$296.6K
Ulland Investment Advisors, LLC3,950
0.0% of portfolio›$293
Alliance Wealth Advisors, LLC3,833
0.1% of portfolio›$284.3K
J. Derek Lewis & Associates Inc.3,800
0.1% of portfolio›$304.7K
Key Client Fiduciary Advisors, LLC3,161
0.1% of portfolio›$234.4K
Avantax Planning Partners, Inc.2,953
0.0% of portfolio›$219.0K
Calamos Wealth Management LLC2,800
0.0% of portfolio›$207.6K
Oppenheimer & Co Inc2,755
0.0% of portfolio›$204.3K
Summit Securities Group LLC1,321
0.0% of portfolio›$98.0K
Ascentis Wealth Management, LLC938
0.0% of portfolio›$69.6K
Moisand Fitzgerald Tamayo, LLC735
0.0% of portfolio›$54.5K
Costello Asset Management, Inc500
0.0% of portfolio›$37.1K
Planning Strategies Inc.336
0.0% of portfolio›$24.9K
Physician Wealth Advisors, Inc.157
0.0% of portfolio›$11.6K
Farther Finance Advisors, LLC105
0.0% of portfolio›$7.8K
IFP Advisors, Inc88
0.0% of portfolio›$6.5K
Compass Financial Management LLC50
0.0% of portfolio›$3.7K
Triumph Capital Management30
0.0% of portfolio›$2.2K
Parallel Advisors, LLC28
0.0% of portfolio›$2.1K
Pinnacle Wealth Planning Services, Inc.25
0.0% of portfolio›$1.9K
Vima LLC12
0.0% of portfolio›$890
Strategic Advocates LLC6
0.0% of portfolio›$445
Vision Financial Markets LLC1
0.0% of portfolio›$72
StyleTurnoverLocationFiled
Calamos Advisors LLC
200,000$14.8M0.0%GrowthMediumNaperville, IL2026-11-02
Wealthcare Advisory Partners LLC
26,484$2.0M0.0%ETFLowWest Chester, PA2026-10-21
Commonwealth Equity Services, LLC
19,490$1.4M0.0%ETFLowWaltham, MA2026-11-02
Cambridge Investment Research Advisors, Inc.
16,262$1.2K0.0%ETFLowFairfield, IA2026-11-02
Wedbush Securities Inc
15,233$1.1K0.0%CoreLowPasadena, CA2026-10-22
Apollon Wealth Management, LLC
13,350$990.0K0.0%GrowthLowMount Pleasant, SC2026-10-23
Chicago Partners Investment Group LLC
13,238$917.4K0.0%GARPLowChicago, IL2026-10-27
Independent Financial Group, LLC
9,195$681.9K0.0%GrowthLowSan Diego, CA2026-10-13
Mission Wealth Management, LP
5,501$408.0K0.0%ETFLowSanta Barbara, CA2026-10-15
Sovran Advisors, LLC
4,902$344.2K0.0%ETFMediumSan Diego, CA2026-11-02
Synergy Asset Management, LLC
4,094$303.6K0.0%GrowthHighVancouver, WA2026-11-05
VestGen Advisors, LLC
4,000$296.6K0.0%GrowthMediumChicago, IL2026-10-27
Ulland Investment Advisors, LLC
3,950$2930.0%GrowthVery LowMinneapolis, MN2026-10-13
Alliance Wealth Advisors, LLC
3,833$284.3K0.1%CoreVery LowScranton, PA2026-10-14
J. Derek Lewis & Associates Inc.
3,800$304.7K0.1%ETFLowNewport Beach, CA2026-11-03
Key Client Fiduciary Advisors, LLC
3,161$234.4K0.1%ValueMediumFairfield, NJ2026-10-19
Avantax Planning Partners, Inc.
2,953$219.0K0.0%ETFLowDubuque, IA2026-11-03
Calamos Wealth Management LLC
2,800$207.6K0.0%GrowthMediumNaperville, IL2026-11-02
Oppenheimer & Co Inc
2,755$204.3K0.0%CoreLowNew York, NY2026-10-26
Summit Securities Group LLC
1,321$98.0K0.0%CoreVery HighNew York, NY2026-11-05
Ascentis Wealth Management, LLC
938$69.6K0.0%Agg GrowthLowDallas, TX2026-11-03
Moisand Fitzgerald Tamayo, LLC
735$54.5K0.0%ETFVery LowOrlando, FL2026-10-15
Costello Asset Management, Inc
500$37.1K0.0%CoreLowFeasterville, PA2026-10-30
Planning Strategies Inc.
336$24.9K0.0%ETFN/ALancaster, PA2026-10-02
Physician Wealth Advisors, Inc.
157$11.6K0.0%ETFMediumMidvale, UT2026-10-20
Farther Finance Advisors, LLC
105$7.8K0.0%IndexLowSan Francisco, CA2026-10-08
IFP Advisors, Inc
88$6.5K0.0%GrowthLowTampa, FL2026-10-16
Compass Financial Management LLC
50$3.7K0.0%CoreN/ATampa, FL2026-10-30
Triumph Capital Management
30$2.2K0.0%ETFMediumDenver, CO2026-10-14
Parallel Advisors, LLC
28$2.1K0.0%IndexLowSan Francisco, CA2026-11-03
Pinnacle Wealth Planning Services, Inc.
25$1.9K0.0%GARPLowMansfield, OH2026-10-27
Vima LLC
12$8900.0%CoreLowTroy, MI2026-10-23
Strategic Advocates LLC
6$4450.0%GrowthLowSacramento, CA2026-11-03
Vision Financial Markets LLC
1$720.0%CoreLowStamford, CT2026-10-22