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Strategy Inc

CUSIP: 594972AN1 | TRACE | 57 institutional holders

Quarters

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

Wolverine Asset Management LLC73,600,000
0.6% of portfolio›$88.6M
Context Capital Management, LLC44,000,000
1.1% of portfolio›$52.8M
Calamos Advisors LLC37,500,000
0.1% of portfolio›$45.3M
Bank of New York Mellon Corp450,000
0.0% of portfolio›$543.4K
Central Pacific Bank - Trust Division313,000
0.0% of portfolio›$374.1K
Jefferies Financial Group Inc.120,000
0.0% of portfolio›$143.4K
Commonwealth Equity Services, LLC18,000
0.0% of portfolio›$21.5K
StyleTurnoverLocationFiled
Wolverine Asset Management LLC
73,600,000$88.6M0.6%Deep ValueVery HighChicago, IL2026-11-02
Context Capital Management, LLC
44,000,000$52.8M1.1%GARPHighGreenwich, CT2026-11-04
Calamos Advisors LLC
37,500,000$45.3M0.1%GrowthMediumNaperville, IL2026-11-02
Bank of New York Mellon Corp
450,000$543.4K0.0%CoreLowNew York, NY2026-11-05
Central Pacific Bank - Trust Division
313,000$374.1K0.0%CoreMediumHonolulu, HI2026-10-06
Jefferies Financial Group Inc.
120,000$143.4K0.0%CoreVery HighNew York, NY2026-11-05
Commonwealth Equity Services, LLC
18,000$21.5K0.0%ETFLowWaltham, MA2026-11-02