STRATEGY INC
CUSIP 594972AL5
Strategy Inc has 44 institutional holders in Filings Flow’s 13F database, together reporting 577.31M shares worth $469M as of Q1 2026. The largest reported holders are Linden Advisors LP, Lmr Partners LLP, and Sculptor Capital LP.
Institutional Holders
44
Q1 2026
Reported Value
$469M
Ticker
unmapped
private placement or foreign
Quarters Tracked
2
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Isabella Capital Management LLP$141M AUM | 8.52% | $12M | 11.60M | Q1 2026 |
| Skaana Management L.P.$296M AUM | 1.29% | $4M | 2.25M | Q2 2025OLDER |
| ADVENT CAPITAL MANAGEMENT /DE/$3.6B AUM | 0.77% | $28M | 28.94M | Q1 2026 |
| LINDEN ADVISORS LP$17.9B AUM | 0.72% | $128M | 132.64M | Q1 2026 |
| Lombard Odier Asset Management (USA) Corp$957M AUM | 0.61% | $6M | 6.00M | Q1 2026 |
| Context Capital Management, LLC$4.3B AUM | 0.59% | $26M | 26.65M | Q1 2026 |
| SSI INVESTMENT MANAGEMENT LLC$1.4B AUM | 0.52% | $8M | 7.84M | Q1 2026 |
| Greenland Capital Management LP$787M AUM | 0.49% | $4M | 4.00M | Q1 2026 |
| Weiss Asset Management LP$5.9B AUM | 0.43% | $25M | 26.36M | Q1 2026 |
| Sculptor Capital LP$9.6B AUM | 0.40% | $39M | 40.00M | Q1 2026 |
| TENOR CAPITAL MANAGEMENT Co., L.P.$6.5B AUM | 0.35% | $23M | 23.50M | Q1 2026 |
| CSS LLC/IL$2.1B AUM | 0.23% | $5M | 5.04M | Q4 2025OLDER |
| 683 Capital Management, LLC$1.9B AUM | 0.22% | $5M | 5.00M | Q4 2025OLDER |
| Jump Financial, LLC$7.5B AUM | 0.17% | $12M | 13.00M | Q1 2026 |
| WHITEBOX ADVISORS LLC$8.1B AUM | 0.15% | $12M | 12.60M | Q1 2026 |
| Boussard & Gavaudan Investment Management LLP$1.1B AUM | 0.15% | $1M | 764 | Q3 2025OLDER |
| Verition Fund Management LLC$15.4B AUM | 0.13% | $20M | 21.00M | Q1 2026 |
| LMR Partners LLP$45.4B AUM | 0.12% | $62M | 60.50M | Q4 2025OLDER |
| PALISADE CAPITAL MANAGEMENT, LP$3.0B AUM | 0.11% | $4M | 3.54M | Q4 2025OLDER |
| ARISTEIA CAPITAL, L.L.C.$4.8B AUM | 0.09% | $5M | 4.75M | Q1 2026 |
| Ares Systematic Credit Ltd$123M AUM | 0.08% | $103,508 | 100.0K | Q1 2026 |
| Calamos Advisors LLC$28.2B AUM | 0.08% | $22M | 22.50M | Q1 2026 |
| Central Pacific Bank - Trust Division$984M AUM | 0.05% | $389,557 | 406.0K | Q1 2026 |
| WOLVERINE ASSET MANAGEMENT LLC$10.4B AUM | 0.04% | $4M | 3.90M | Q1 2026 |
| OAKTREE CAPITAL MANAGEMENT LP$6.6B AUM | 0.03% | $2M | 2.20M | Q1 2026 |
| SUSQUEHANNA ADVISORS GROUP, INC.$3.0B AUM | 0.03% | $833,857 | 86.41M | Q1 2026 |
| Rokos Capital Management LLP$13.2B AUM | 0.03% | $7M | 6.5K | Q4 2025OLDER |
| EFG International AG$4.7B AUM | 0.02% | $1M | 1.20M | Q1 2026 |
| Point72 Asset Management, L.P.$78.1B AUM | 0.02% | $18M | 18.50M | Q1 2026 |
| AGF MANAGEMENT LTD$22.3B AUM | 0.01% | $2M | 1.40M | Q3 2025OLDER |
| MILLENNIUM MANAGEMENT LLC$240.3B AUM | 0.01% | $14M | 14.00M | Q4 2025OLDER |
| Calamos Wealth Management LLC$2.9B AUM | 0.01% | $154,602 | 150.0K | Q4 2025OLDER |
| Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM | 0.00% | $2M | 2.45M | Q1 2026 |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $9M | 9.50M | Q1 2026 |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $14M | 15.00M | Q1 2026 |
| Man Group plc$55.1B AUM | 0.00% | $1M | 1.50M | Q1 2026 |
| VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM | 0.00% | $1M | 1.45M | Q1 2026 |
| Stonegate Investment Group, LLC$4.3B AUM | 0.00% | $45,486 | 29.0K | Q3 2025OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $22,000 | 22.0K | Q1 2026 |
| Jefferies Financial Group Inc.$14.6B AUM | 0.00% | $125,649 | 132.0K | Q1 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM | 0.00% | $385,996 | 400.0K | Q1 2026 |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.00% | $1M | 1.24M | Q1 2026 |
| NOMURA HOLDINGS INC$37.7B AUM | 0.00% | $362,249 | 2.4K | Q4 2025OLDER |
| FRANKLIN RESOURCES INC$408.3B AUM | 0.00% | $2M | 1.20M | Q3 2025OLDER |
| STATE STREET CORP$2.90T AUM | 0.00% | $13M | 13.03M | Q1 2026 |
| FMR LLC$1.90T AUM | 0.00% | $7M | 7.19M | Q1 2026 |
| BARCLAYS PLC$416.3B AUM | 0.00% | $2M | 811.0K | Q4 2025OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $5M | 4.98M | Q1 2026 |
| Tidal Investments LLC$47.4B AUM | 0.00% | $100,178 | 104.0K | Q1 2026 |
| DEUTSCHE BANK AG\$302.7B AUM | 0.00% | $645,270 | 628.0K | Q4 2025OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $1M | 1.50M | Q1 2026 |
| BlackRock, Inc.$5.72T AUM | 0.00% | $9M | 9.85M | Q1 2026 |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $2M | 1.68M | Q1 2026 |
| CITIGROUP INC$234.5B AUM | 0.00% | $242,754 | 253.0K | Q1 2026 |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $765,851 | 793.0K | Q1 2026 |
| Bank of New York Mellon Corp$543.9B AUM | 0.00% | $471,852 | 300.0K | Q3 2025OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $1M | 1.00M | Q4 2025OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $133,371 | 139.0K | Q1 2026 |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $2,000 | 2.0K | Q1 2026 |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.