Titelia

Fund shareholders of Strategy Inc

ISIN US5949724083 · United States · LEI 549300WQTWEJUEHXQX21

Fund shareholders
428
Of which ETFs
161 267 other funds
Value held
12.4B $ 783.6M SEK · 10.5M €
FundSharesValueWeight in fund
Growth Fund of America Growth Fund of America 23,842,3223.1B $0.94 %as of Feb 28, 2026 ↗
American Funds Fundamental Investors American Funds Fundamental Investors 10,332,9401.3B $0.84 %as of Mar 31, 2026 ↗
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 9,975,6081.2B $0.06 %as of Mar 31, 2026 ↗
VANGUARD MID-CAP INDEX FUND VANGUARD INDEX FUNDS 6,783,715846.6M $0.43 %as of Mar 31, 2026 ↗
Invesco QQQ Trust, Series 1 Invesco QQQ Trust, Series 1 6,617,090825.8M $0.22 %as of Mar 31, 2026 ↗
Growth Fund AMERICAN FUNDS INSURANCE SERIES 3,787,780472.7M $0.95 %as of Mar 31, 2026 ↗
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 3,498,806436.7M $0.54 %as of Mar 31, 2026 ↗
VANGUARD VALUE INDEX FUND VANGUARD INDEX FUNDS 2,905,879362.7M $0.16 %as of Mar 31, 2026 ↗
VANGUARD MID-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS 2,041,913254.8M $0.73 %as of Mar 31, 2026 ↗
VANGUARD INFORMATION TECHNOLOGY INDEX FUND VANGUARD WORLD FUND 1,887,745244.5M $0.19 %as of Feb 28, 2026 ↗
New Economy Fund New Economy Fund 1,473,781190.9M $0.42 %as of Feb 28, 2026 ↗
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 1,406,290182.1M $0.44 %as of Feb 28, 2026 ↗
iShares Expanded Tech-Software Sector ETF iShares Trust 1,392,584173.8M $1.67 %as of Mar 31, 2026 ↗
Capital Group Growth ETF Capital Group Growth ETF 1,368,282177.2M $0.88 %as of Feb 28, 2026 ↗
Invesco NASDAQ 100 ETF Invesco Exchange-Traded Fund Trust II 1,018,285131.9M $0.19 %as of Feb 28, 2026 ↗
GROWTH PORTFOLIO MORGAN STANLEY INSTITUTIONAL FUND INC 915,548114.3M $3.47 %as of Mar 31, 2026 ↗
Fundstrat Granny Shots US Large Cap ETF Tidal Trust III 788,017130.4M $2.98 %as of Apr 30, 2026 ↗
iShares Russell 1000 Value ETF iShares Trust 675,76284.3M $0.12 %as of Mar 31, 2026 ↗
Schwab U.S. Large-Cap Growth ETF SCHWAB STRATEGIC TRUST 514,81066.7M $0.13 %as of Feb 28, 2026 ↗
Fidelity Total Market Index Fund Fidelity Concord Street Trust 500,51464.8M $0.05 %as of Feb 28, 2026 ↗
First Trust NASDAQ-100-Technology Sector Index Fund First Trust Exchange-Traded Fund 448,09755.9M $2.13 %as of Mar 31, 2026 ↗
iShares U.S. Technology ETF iShares Trust 410,38067.9M $0.32 %as of Apr 30, 2026 ↗
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 395,73751.2M $0.05 %as of Feb 28, 2026 ↗
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 394,87449.3M $0.06 %as of Mar 31, 2026 ↗
AP7 Aktiefond Sjunde AP-fonden 391,998466M SEK0.03 %as of Mar 31, 2026 ↗
VANGUARD LARGE-CAP INDEX FUND VANGUARD INDEX FUNDS 368,68446M $0.07 %as of Mar 31, 2026 ↗
Transamerica Capital Growth TRANSAMERICA FUNDS 351,74858.2M $4.61 %as of Apr 30, 2026 ↗
Asset Allocation Fund AMERICAN FUNDS INSURANCE SERIES 336,36942M $0.16 %as of Mar 31, 2026 ↗
Capital World Growth & Income Fund Capital World Growth & Income Fund 315,01240.8M $0.03 %as of Feb 28, 2026 ↗
Schwab U.S. Large-Cap ETF SCHWAB STRATEGIC TRUST 275,16635.6M $0.06 %as of Feb 28, 2026 ↗
Nuveen Equity Index Fund TIAA-CREF Funds 262,45343.4M $0.07 %as of Apr 30, 2026 ↗
Bitwise Crypto Industry Innovators ETF Bitwise Funds Trust 260,76832.5M $9.69 %as of Mar 31, 2026 ↗
New Perspective Fund New Perspective Fund 260,11332.5M $0.02 %as of Mar 31, 2026 ↗
VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS 251,31841.6M $0.05 %as of Apr 30, 2026 ↗
Fidelity Focused Stock Fund Fidelity Capital Trust 240,00039.7M $0.80 %as of Apr 30, 2026 ↗
Yieldmax Ultra Option Income Strategy ETF Tidal Trust II 240,00039.7M $4.65 %as of Apr 30, 2026 ↗
Fidelity MSCI Information Technology Index ETF FIDELITY COVINGTON TRUST 233,39638.6M $0.22 %as of Apr 30, 2026 ↗
Fidelity SAI U.S. Value Index Fund Fidelity Salem Street Trust 231,24438.3M $0.48 %as of Apr 30, 2026 ↗
ProShares UltraPro QQQ ProShares Trust 230,19229.8M $0.11 %as of Feb 28, 2026 ↗
Morgan Stanley Insight Fund Morgan Stanley Insight Fund 225,22628.1M $2.51 %as of Mar 31, 2026 ↗
iShares Russell 1000 ETF iShares Trust 222,61427.8M $0.06 %as of Mar 31, 2026 ↗
Morgan Stanley Discovery Portfolio Brighthouse Funds Trust I 217,95527.2M $2.43 %as of Mar 31, 2026 ↗
iShares MSCI USA Value Factor ETF iShares Trust 216,20535.8M $0.30 %as of Apr 30, 2026 ↗
Fidelity Blue Chip Growth Fund Fidelity Securities Fund 212,36335.1M $0.04 %as of Apr 30, 2026 ↗
Large Cap Index Master Portfolio Master Investment Portfolio 187,56023.4M $0.06 %as of Mar 31, 2026 ↗
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 186,46430.9M $0.07 %as of Apr 30, 2026 ↗
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 176,85722.1M $0.04 %as of Mar 31, 2026 ↗
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 162,76826.9M $0.07 %as of Apr 30, 2026 ↗
iShares Expanded Tech Sector ETF iShares Trust 160,25420M $0.26 %as of Mar 31, 2026 ↗
Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust 157,80520.4M $0.09 %as of Feb 28, 2026 ↗
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 156,48320.3M $0.05 %as of Feb 28, 2026 ↗
JNL/Mellon Nasdaq 100 Index Fund JNL Series Trust 155,76019.4M $0.22 %as of Mar 31, 2026 ↗
JPMorgan Nasdaq Equity Premium Income ETF J.P. Morgan Exchange-Traded Fund Trust 154,96519.3M $0.06 %as of Mar 31, 2026 ↗
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 151,03818.8M $0.06 %as of Mar 31, 2026 ↗
Discovery Portfolio MORGAN STANLEY INSTITUTIONAL FUND TRUST 149,79418.7M $2.52 %as of Mar 31, 2026 ↗
Growth Portfolio MORGAN STANLEY VARIABLE INSURANCE FUND INC. 148,51718.5M $3.60 %as of Mar 31, 2026 ↗
VANGUARD RUSSELL 1000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS 147,44619.1M $0.10 %as of Feb 28, 2026 ↗
VANGUARD TAX-MANAGED CAPITAL APPRECIATION FUND VANGUARD TAX-MANAGED FUNDS 144,74618.1M $0.07 %as of Mar 31, 2026 ↗
Six Circles U.S. Unconstrained Equity Fund SIX CIRCLES TRUST 143,62117.9M $0.06 %as of Mar 31, 2026 ↗
VANGUARD FTSE SOCIAL INDEX FUND VANGUARD WORLD FUND 140,07618.1M $0.07 %as of Feb 28, 2026 ↗
NEOS Nasdaq-100(R) High Income ETF NEOS ETF Trust 136,51317M $0.18 %as of Mar 31, 2026 ↗
Victory Nasdaq-100 Index Fund Victory Portfolios III 134,86322.3M $0.25 %as of Apr 30, 2026 ↗
College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund 131,99816.5M $0.01 %as of Mar 31, 2026 ↗
Global X NASDAQ 100 Covered Call ETF GLOBAL X FUNDS 130,47821.6M $0.26 %as of Apr 30, 2026 ↗
Six Circles Managed Equity Portfolio U.S. Unconstrained Fund SIX CIRCLES TRUST 121,71015.2M $0.05 %as of Mar 31, 2026 ↗
Fidelity Large Cap Value Index Fund Fidelity Salem Street Trust 119,85619.8M $0.15 %as of Apr 30, 2026 ↗
Amplify Blockchain Technology ETF Amplify ETF Trust 116,05414.5M $1.57 %as of Mar 31, 2026 ↗
Nuveen Large Cap Value Index Fund TIAA-CREF Funds 113,83018.8M $0.15 %as of Apr 30, 2026 ↗
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST 110,88113.8M $0.53 %as of Mar 31, 2026 ↗
ProShares Ultra QQQ ProShares Trust 110,16014.3M $0.14 %as of Feb 28, 2026 ↗
MID-CAP INDEX PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS 108,51613.5M $0.43 %as of Mar 31, 2026 ↗
Fidelity Worldwide Fund Fidelity Investment Trust 108,00017.9M $0.48 %as of Apr 30, 2026 ↗
JNL/Mellon Information Technology Sector Fund JNL Series Trust 104,66313.1M $0.20 %as of Mar 31, 2026 ↗
Fidelity Series Large Cap Value Index Fund Fidelity Salem Street Trust 102,44817M $0.15 %as of Apr 30, 2026 ↗
Schwab 1000 Index Fund SCHWAB INVESTMENTS 100,04416.6M $0.08 %as of Apr 30, 2026 ↗
VanEck Digital Transformation ETF VanEck ETF Trust 99,33412.4M $4.52 %as of Mar 31, 2026 ↗
VALUE LINE LARGER COMPANIES FOCUSED FUND, INC. Value Line Larger Companies Focused Fund, Inc. 90,00011.2M $3.16 %as of Mar 31, 2026 ↗
Fidelity ZERO Large Cap Index Fund Fidelity Concord Street Trust 87,00814.4M $0.08 %as of Apr 30, 2026 ↗
iShares Russell 3000 ETF iShares Trust 84,63110.6M $0.06 %as of Mar 31, 2026 ↗
iShares MSCI ACWI ETF iShares Trust 81,54413.5M $0.04 %as of Apr 30, 2026 ↗
Direxion NASDAQ-100 Equal Weighted Index Shares Direxion Shares ETF Trust 80,70013.4M $1.10 %as of Apr 30, 2026 ↗
Victory 500 Index Fund Victory Portfolios III 74,55812.3M $0.08 %as of Apr 30, 2026 ↗
iShares Russell 1000 Growth ETF iShares Trust 69,6678.7M $0.01 %as of Mar 31, 2026 ↗
iShares ESG Aware MSCI USA ETF iShares Trust 68,2258.8M $0.06 %as of Feb 28, 2026 ↗
Capital Group Core Balanced ETF Capital Group Core Balanced ETF 65,7428.2M $0.15 %as of Mar 31, 2026 ↗
T. Rowe Price Global Technology Fund, Inc. T. ROWE PRICE GLOBAL TECHNOLOGY FUND, INC. 64,0318M $0.14 %as of Mar 31, 2026 ↗
Fidelity Nasdaq Composite Index ETF Fidelity Commonwealth Trust 62,8028.1M $0.09 %as of Feb 28, 2026 ↗
Schwab Crypto Thematic ETF SCHWAB STRATEGIC TRUST 60,6767.6M $3.74 %as of Mar 31, 2026 ↗
Advantage Portfolio MORGAN STANLEY INSTITUTIONAL FUND INC 59,9297.5M $3.51 %as of Mar 31, 2026 ↗
Invesco AI and Next Gen Software ETF Invesco Exchange-Traded Fund Trust 59,4699.8M $1.12 %as of Apr 30, 2026 ↗
VANGUARD ESG U.S. STOCK ETF VANGUARD WORLD FUND 59,0207.6M $0.07 %as of Feb 28, 2026 ↗
Länsförsäkringar Global Index Länsförsäkringar Fondförvaltning AB 53,76063.9M SEK0.05 %as of Mar 31, 2026 ↗
Handelsbanken Global Index Criteria Handelsbanken Fonder AB 52,81462.8M SEK0.04 %as of Mar 31, 2026 ↗
iShares Russell Top 200 Value ETF iShares Trust 48,7836.1M $0.18 %as of Mar 31, 2026 ↗
VALUE LINE CAPITAL APPRECIATION FUND INC VALUE LINE CAPITAL APPRECIATION FUND INC 48,0006M $1.30 %as of Mar 31, 2026 ↗
VANGUARD RUSSELL 1000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 44,7315.8M $0.05 %as of Feb 28, 2026 ↗
Invesco MSCI USA ETF Invesco Exchange-Traded Fund Trust II 44,6015.8M $0.06 %as of Feb 28, 2026 ↗
Transamerica Large Growth TRANSAMERICA FUNDS 44,0247.3M $2.12 %as of Apr 30, 2026 ↗
iShares Morningstar Mid-Cap Value ETF iShares Trust 43,9677.3M $0.70 %as of Apr 30, 2026 ↗
Transamerica Morgan Stanley Capital Growth VP TRANSAMERICA SERIES TRUST 43,7795.5M $3.62 %as of Mar 31, 2026 ↗

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The funds most exposed to it

The weight is the share of a fund's net assets. The holders table counts shares; this one measures what the company weighs inside each fund.

FundWeight in fund
Bitwise Bitcoin Standard Corporations ETF Bitwise Funds Trust 20.48 %as of Mar 31, 2026 ↗
Grayscale Bitcoin Adopters ETF Grayscale Funds Trust 19.88 %as of Mar 31, 2026 ↗
Bitwise Crypto Industry Innovators ETF Bitwise Funds Trust 9.69 %as of Mar 31, 2026 ↗
ZENIT GESTIÓN, FI GESIURIS ASSET MANAGEMENT, SGIIC, S.A. 7.08 %as of Dec 31, 2025 ↗
GESTION BOUTIQUE VI, FI GESTION BOUTIQUE VI / IMPASSIVE GROWTH ANDBANK WEALTH MANAGEMENT, SGIIC, S.A.U. 6.34 %as of Dec 31, 2025 ↗
REX Crypto Equity Premium Income ETF ETF Opportunities Trust 5.64 %as of Apr 30, 2026 ↗
Yieldmax Crypto Industry & Tech Portfolio Option Income ETF Tidal Trust II 5.14 %as of Apr 30, 2026 ↗
Yieldmax Ultra Option Income Strategy ETF Tidal Trust II 4.65 %as of Apr 30, 2026 ↗
Transamerica Capital Growth TRANSAMERICA FUNDS 4.61 %as of Apr 30, 2026 ↗
VanEck Digital Transformation ETF VanEck ETF Trust 4.52 %as of Mar 31, 2026 ↗

Quarter after quarter

Each SEC quarterly data set, newest first. The change is read against the quarter before it.

QuarterShareholdersChangeSharesChange
2026Q2359+996,116,282+35.1 %
2026Q1350-2471,160,523+37.8 %
2025Q4374-1951,622,528-0.8 %
2025Q3393-1152,050,581+1.5 %
2025Q2404+3251,284,019+24.0 %
2025Q1372+6841,350,046-12.6 %
2024Q4304-3247,310,001+833.7 %
2024Q3336+445,067,158-5.1 %
2024Q2292+865,342,074+21.5 %
2024Q1206+204,398,057+10.7 %
2023Q41863,973,384

Institutional managers

922 managers declare this company to the SEC (Form 13F); the 25 largest follow.

ManagerSharesValue
Capital International Investors31,441,7613.9B $as of Mar 31, 2026
BlackRock, Inc.17,753,8852.2B $as of Mar 31, 2026
MORGAN STANLEY9,286,0141.2B $as of Mar 31, 2026
Capital Research Global Investors7,615,709950.4M $as of Mar 31, 2026
STATE STREET CORP7,020,926876.2M $as of Mar 31, 2026
UBS Group AG6,311,364787.7M $as of Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC4,655,865579.4M $as of Mar 31, 2026
Capital World Investors4,282,108534.4M $as of Mar 31, 2026
BANK OF AMERICA CORP /DE/3,965,680494.9M $as of Mar 31, 2026
Marex Group plc3,411,673425.8M $as of Mar 31, 2026
Defiance ETFs, LLC2,877,686359.1M $as of Mar 31, 2026
Harvest Portfolios Group Inc.2,679,768334.4M $as of Mar 31, 2026
Invesco Ltd.2,131,891266.1M $as of Mar 31, 2026
RENAISSANCE TECHNOLOGIES LLC2,130,881230.8M $as of Mar 31, 2026
CANTOR FITZGERALD, L. P.1,823,471227.6M $as of Mar 31, 2026
GOLDMAN SACHS GROUP INC1,786,662223M $as of Mar 31, 2026
NORTHERN TRUST CORP1,762,014219.9M $as of Mar 31, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC1,573,730196.4M $as of Mar 31, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC1,556,608194.3M $as of Mar 31, 2026
Alberta Investment Management Corp1,382,000172.5M $as of Mar 31, 2026
Legal & General Group Plc1,372,447171.3M $as of Mar 31, 2026
Tidal Investments LLC1,360,186169.8M $as of Mar 31, 2026
Clear Street Group Inc.1,283,902160.2M $as of Mar 31, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP1,282,636160.1M $as of Mar 31, 2026
CITADEL ADVISORS LLC1,219,979152.3M $as of Mar 31, 2026

Declared shareholders of Strategy Inc

3 beneficial ownership filings. These stakes do not add up: an asset manager filing aggregates its own funds, already counted above.

ShareholderDeclared stakeShares
Capital International Investors 10.10 %31,642,100as of Mar 31, 2026 · SCHEDULE 13G
Vanguard Capital Management 5.34 %16,802,319as of Mar 31, 2026 · SCHEDULE 13G
JANE STREET GROUP, LLC and 4 others4.00 %13,064,661as of Mar 31, 2026 · SCHEDULE 13G

Funds holding the debt of Strategy Inc

52 funds declare 92 bond lines of this company; the 25 largest holdings follow. The amount is the one filed, never a share of the debt: no regulator publishes the amount outstanding in open access.

FundBond linesValue
Calamos Market Neutral Income Fund4183.1M $as of Apr 30, 2026
iShares Convertible Bond ETF6144.9M $as of Apr 30, 2026
State Street(R) SPDR(R) Bloomberg Convertible Securities ETF698.1M $as of Mar 31, 2026
Fidelity Convertible Securities Fund439.7M $as of Feb 28, 2026
American Funds Multi-Sector Income Fund129M $as of Mar 31, 2026
Virtus Income & Growth Fund118.9M $as of Mar 31, 2026
AQR Diversified Arbitrage Fund218.8M $as of Mar 31, 2026
Virtus Convertible Fund118.2M $as of Mar 31, 2026
Fidelity Strategic Dividend and Income Fund416.5M $as of Feb 28, 2026
Columbia Convertible Securities Fund111.6M $as of Feb 28, 2026
Calamos Convertible Fund110.6M $as of Apr 30, 2026
American Funds Strategic Bond Fund110.5M $as of Mar 31, 2026
Lord Abbett Short Duration High Yield Fund110M $as of Apr 30, 2026
Putnam Convertible Securities Fund29.4M $as of Apr 30, 2026
Lord Abbett Convertible Fund18.2M $as of Feb 28, 2026
Fidelity High Income Fund17.7M $as of Apr 30, 2026
Fidelity SAI High Income Fund17M $as of Apr 30, 2026
First Eagle Global Income Builder Fund16.7M $as of Apr 30, 2026
Columbia Flexible Capital Income Fund16.4M $as of Feb 28, 2026
Fidelity Series High Income Fund16.2M $as of Apr 30, 2026
Capital Group U.S. Multi-Sector Income ETF15.3M $as of Mar 31, 2026
Strive Total Return Bond ETF34.9M $as of Mar 31, 2026
Calamos Global Convertible Fund14.8M $as of Apr 30, 2026
First Eagle U.S. Fund14.6M $as of Apr 30, 2026
REX Bitcoin Corporate Treasury Convertible Bond ETF63.7M $as of Mar 31, 2026
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Titelia. "Fund shareholders of Strategy Inc". https://titelia.com/en/stocks/strategy-inc-US5949724083