SEC 13F Intelligence

STRATEGY INC

CUSIP 594972AQ4

Strategy Inc has 37 institutional holders in Filings Flow’s 13F database, together reporting 1.00B shares worth $1.1B as of Q1 2026. The largest reported holders are D. E. Shaw & Co., Inc., Weiss Asset Management LP, and Wolverine Asset Management LLC.

Institutional Holders
37
Q1 2026
Reported Value
$1.1B
Ticker
unmapped
private placement or foreign
Quarters Tracked
3

Ownership Trend

Institutional holders
Q3 ’25: 31Q3 ’25Q4 ’25: 32Q4 ’25Q1 ’26: 37Q1 ’26filingsflow.com
Total reported value
Q3 ’25: $1.7BQ3 ’25Q4 ’25: $1.1BQ4 ’25Q1 ’26: $1.1BQ1 ’26filingsflow.com

Holders

··Mixed quarters
Manager% of PortfolioValueSharesQuarter
D. E. Shaw & Co., Inc.$166.3B AUM0.15%$258M233.87MQ1 2026
Weiss Asset Management LP$5.9B AUM2.88%$170M154.82MQ1 2026
WOLVERINE ASSET MANAGEMENT LLC$10.4B AUM1.40%$146M132.34MQ1 2026
LMR Partners LLP$45.4B AUM0.15%$70M63.50MQ1 2026
BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM0.09%$68M61.75MQ1 2026
DeepCurrents Investment Group LLC$3.1B AUM1.75%$55M49.66MQ1 2026
Nuveen, LLC$369.3B AUM0.01%$51M27.00MQ3 2025OLDER
WHITEBOX ADVISORS LLC$8.1B AUM0.57%$46M42.00MQ1 2026
Hudson Bay Capital Management LP$29.0B AUM0.15%$42M38.19MQ1 2026
TWO SIGMA INVESTMENTS, LP$123.9B AUM0.03%$32M29.30MQ1 2026
Mint Tower Capital Management B.V.$1.1B AUM3.60%$31M26.60MQ4 2025OLDER
HIGHBRIDGE CAPITAL MANAGEMENT LLC$3.1B AUM0.97%$30M26.00MQ4 2025OLDER
Sculptor Capital LP$9.6B AUM0.29%$28M25.00MQ1 2026
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.01%$26M24.00MQ1 2026
STATE STREET CORP$2.90T AUM0.00%$23M21.09MQ1 2026
FMR LLC$1.90T AUM0.00%$22M19.98MQ1 2026
Jain Global LLC$24.2B AUM0.09%$19M10.00MQ3 2025OLDER
BlackRock, Inc.$5.72T AUM0.00%$18M16.45MQ1 2026
Jump Financial, LLC$7.5B AUM0.20%$16M14.00MQ4 2025OLDER
Invesco Ltd.$653.3B AUM0.00%$14M7.67MQ3 2025OLDER
ARISTEIA CAPITAL, L.L.C.$4.8B AUM0.27%$13M12.00MQ1 2026
LINDEN ADVISORS LP$17.9B AUM0.07%$12M10.84MQ1 2026
CITADEL ADVISORS LLC$618.5B AUM0.00%$10M9.50MQ1 2026
DEUTSCHE BANK AG\$302.7B AUM0.00%$8M7.47MQ1 2026
Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM0.01%$7M6.50MQ1 2026
RWC Asset Management LLP$2.4B AUM0.27%$7M5.97MQ1 2026
MIZUHO SECURITIES USA LLC$4.2B AUM0.15%$7M6.00MQ1 2026
Greenland Capital Management LP$787M AUM0.70%$6M5.00MQ1 2026
RPO LLC$32M AUM17.02%$6M5.00MQ1 2026
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$112.7B AUM0.00%$5M5.00MQ1 2026
Lombard Odier Asset Management (Europe) Ltd$14M AUM0.29%$5M4.84MQ1 2026
CSS LLC/IL$2.1B AUM0.20%$5M3.90MQ4 2025OLDER
BOOTHBAY FUND MANAGEMENT, LLC$7.7B AUM0.05%$4M3.75MQ1 2026
Magnetar Financial LLC$9.8B AUM0.03%$3M3.00MQ4 2025OLDER
Isabella Capital Management LLP$141M AUM2.09%$3M2.50MQ1 2026
Jefferies Financial Group Inc.$14.6B AUM0.01%$3M1.50MQ3 2025OLDER
Man Group plc$55.1B AUM0.00%$3M2.43MQ1 2026
JANE STREET GROUP, LLC$777.2B AUM0.00%$2M2.05MQ1 2026
GOLDMAN SACHS GROUP INC$870.9B AUM0.00%$977,186892.0KQ1 2026
DNCA FINANCE$1.7B AUM0.04%$716,483650.0KQ1 2026
Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM0.00%$656,762600.0KQ1 2026
Empowered Funds, LLC$15.7B AUM0.01%$613,725525.0KQ4 2025OLDER
FRANKLIN RESOURCES INC$408.3B AUM0.00%$595,528540.0KQ1 2026
Benefit Street Partners LLC$86M AUM0.69%$593,098540.0KQ1 2026
CITIGROUP INC$234.5B AUM0.00%$377,500200.0KQ3 2025OLDER
Calamos Advisors LLC$28.2B AUM0.00%$196,843104.0KQ3 2025OLDER
AQR Arbitrage LLC$6.1B AUM0.00%$146,125125.0KQ4 2025OLDER
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.00%$109,550100.0KQ1 2026
JPMORGAN CHASE & CO$1.56T AUM0.00%$99,26690.0KQ1 2026
Boussard & Gavaudan Investment Management LLP$1.1B AUM7.22%$58,40431.0KQ3 2025OLDER
MORGAN STANLEY$1.67T AUM0.00%$55,87151.0KQ1 2026

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.