Fund shareholders of Strategy Inc
ISIN US5949724083 · United States · LEI 549300WQTWEJUEHXQX21
- Fund shareholders
- 399
- Of which ETFs
- 151 248 other funds
- Value held
- ≈ 11.4B $ 11.3B $ · 783.6M SEK · 10.5M €
| Fund | Shares | Value | Weight in fund | |
|---|---|---|---|---|
| E*TRADE No Fee Large Cap Index Fund E Trade Trust | 665 | 62K $ | 0.05 % | as of Jul 31, 2026 ↗ |
| Global X Adaptive U.S. Risk Management ETF GLOBAL X FUNDS | 623 | 99.1K $ | 0.07 % | as of May 31, 2026 ↗ |
| Handelsbanken Global Index Core Handelsbanken Fonder AB | 618 | 734.7K SEK | 0.04 % | as of Mar 31, 2026 ↗ |
| Pacer Solactive Whitney Future of Warfare ETF Pacer Funds Trust | 589 | 54.9K $ | 0.35 % | as of Jul 31, 2026 ↗ |
| WisdomTree Efficient Gold Plus Equity Strategy Fund WisdomTree Trust | 557 | 88.6K $ | 0.01 % | as of May 31, 2026 ↗ |
| WisdomTree U.S. Efficient Core Fund WisdomTree Trust | 539 | 46.9K $ | 0.00 % | as of Jun 30, 2026 ↗ |
| E*TRADE No Fee Total Market Index Fund E Trade Trust | 525 | 49K $ | 0.04 % | as of Jul 31, 2026 ↗ |
| Franklin U.S. Core Dividend Tilt Index ETF Franklin Templeton ETF Trust | 506 | 44K $ | 0.03 % | as of Jun 30, 2026 ↗ |
| Large Company Value Portfolio Wilshire Mutual Funds Inc | 460 | 40K $ | 0.02 % | as of Jun 30, 2026 ↗ |
| SPHERE 500 CLIMATE FUND Exchange Place Advisors Trust | 453 | 39.4K $ | 0.05 % | as of Jun 30, 2026 ↗ |
| AB Dynamic Asset Allocation Portfolio AB VARIABLE PRODUCTS SERIES FUND, INC. | 441 | 38.3K $ | 0.02 % | as of Jun 30, 2026 ↗ |
| New Covenant Growth Fund NEW COVENANT FUNDS | 438 | 38.1K $ | 0.01 % | as of Jun 30, 2026 ↗ |
| SIMT Multi-Asset Inflation Managed Fund SEI INSTITUTIONAL MANAGED TRUST | 415 | 36.1K $ | 0.01 % | as of Jun 30, 2026 ↗ |
| State Street(R) SPDR(R) MSCI ACWI Climate Paris Aligned ETF SPDR INDEX SHARES FUNDS | 398 | 34.6K $ | 0.02 % | as of Jun 30, 2026 ↗ |
| The ESG Growth Portfolio HC Capital Trust | 386 | 33.6K $ | 0.03 % | as of Jun 30, 2026 ↗ |
| Fidelity Series Sustainable U.S. Market Fund Fidelity Summer Street Trust | 372 | 34.7K $ | 0.05 % | as of Jul 31, 2026 ↗ |
| State Street(R) SPDR(R) Portfolio Nasdaq(R) 100 ET SPDR SERIES TRUST | 360 | 31.3K $ | 0.13 % | as of Jun 30, 2026 ↗ |
| Global X NYSE 100 ETF GLOBAL X FUNDS | 345 | 32.2K $ | 0.12 % | as of Jul 31, 2026 ↗ |
| Themes Cloud Computing ETF Themes ETF Trust | 321 | 27.9K $ | 1.12 % | as of Jun 30, 2026 ↗ |
| STF Tactical Growth ETF Listed Funds Trust | 309 | 26.9K $ | 0.08 % | as of Jun 30, 2026 ↗ |
| SEB Global Exposure SEB Funds AB | 289 | 343.6K SEK | 0.05 % | as of Mar 31, 2026 ↗ |
| The Catholic SRI Growth Portfolio HC Capital Trust | 271 | 23.6K $ | 0.03 % | as of Jun 30, 2026 ↗ |
| Sector Rotation Fund Meeder Funds | 267 | 23.2K $ | 0.05 % | as of Jun 30, 2026 ↗ |
| Goldman Sachs MarketBeta(R) Russell 1000 Growth Equity ETF Goldman Sachs ETF Trust | 261 | 41.5K $ | 0.01 % | as of May 31, 2026 ↗ |
| Pacer Metaurus Nasdaq 100 Dividend Multiplier 600 ETF Pacer Funds Trust | 255 | 23.8K $ | 0.13 % | as of Jul 31, 2026 ↗ |
| JNL/JPMorgan Nasdaq Hedged Equity Fund JNL Series Trust | 241 | 21K $ | 0.04 % | as of Jun 30, 2026 ↗ |
| Growth Fund VALIC Co I | 226 | 36K $ | 0.00 % | as of May 31, 2026 ↗ |
| Global X NASDAQ 100 Risk Managed Income ETF GLOBAL X FUNDS | 224 | 20.9K $ | 0.15 % | as of Jul 31, 2026 ↗ |
| Parametric Equity Plus ETF Morgan Stanley ETF Trust | 222 | 19.3K $ | 0.07 % | as of Jun 30, 2026 ↗ |
| Schroders Global Multi-Asset Portfolio Brighthouse Funds Trust I | 216 | 18.8K $ | 0.00 % | as of Jun 30, 2026 ↗ |
| WisdomTree U.S. Adaptive Moving Average Fund WisdomTree Trust | 187 | 16.3K $ | 0.01 % | as of Jun 30, 2026 ↗ |
| Hartford Schroders Diversified Opportunities Fund HARTFORD MUTUAL FUNDS II, INC | 177 | 16.5K $ | 0.01 % | as of Jul 31, 2026 ↗ |
| Catalyst Nasdaq - 100 Hedged Equity Fund MUTUAL FUND SERIES TRUST | 154 | 13.4K $ | 0.10 % | as of Jun 30, 2026 ↗ |
| SPP Generation 40-tal Storebrand Asset Management AS | 150 | 178.3K SEK | 0.01 % | as of Mar 31, 2026 ↗ |
| State Street(R) SPDR(R) MSCI World StrategicFactors(SM) ETF SPDR INDEX SHARES FUNDS | 149 | 13K $ | 0.01 % | as of Jun 30, 2026 ↗ |
| iShares Nasdaq Premium Income Active ETF BlackRock ETF Trust | 133 | 11.6K $ | 0.07 % | as of Jun 30, 2026 ↗ |
| Global Atlantic BlackRock Disciplined Value Portfolio Forethought Variable Insurance Trust | 124 | 10.8K $ | 0.00 % | as of Jun 30, 2026 ↗ |
| WisdomTree Technology and Innovation 100 Digital Fund WisdomTree Digital Trust | 115 | 10K $ | 0.16 % | as of Jun 30, 2026 ↗ |
| Global X NASDAQ 100 Tail Risk ETF GLOBAL X FUNDS | 114 | 10.6K $ | 0.14 % | as of Jul 31, 2026 ↗ |
| iShares U.S. Industry Rotation Active ETF BlackRock ETF Trust | 112 | 10.4K $ | 0.03 % | as of Jul 31, 2026 ↗ |
| Global Strategist Portfolio MORGAN STANLEY VARIABLE INSURANCE FUND INC. | 107 | 9.3K $ | 0.01 % | as of Jun 30, 2026 ↗ |
| GodFond Sverige & Världen Storebrand Asset Management AS | 92 | 109.4K SEK | 0.00 % | as of Mar 31, 2026 ↗ |
| Allocator Global Macro Alfa Kraft Fonder AB | 91 | 107.3K SEK | 3.91 % | as of Mar 31, 2026 ↗ |
| ProShares MSCI Transformational Changes ETF ProShares Trust | 73 | 11.6K $ | 0.15 % | as of May 31, 2026 ↗ |
| Avanza USA Avanza Fonder AB | 67 | 79.7K SEK | 0.00 % | as of Mar 31, 2026 ↗ |
| SA Schroders VCP Global Allocation Portfolio SUNAMERICA SERIES TRUST | 67 | 6.2K $ | 0.00 % | as of Jul 31, 2026 ↗ |
| Goldman Sachs MSCI World Private Equity Return Tracker ETF Goldman Sachs ETF Trust | 54 | 8.6K $ | 0.03 % | as of May 31, 2026 ↗ |
| T. Rowe Price Active Core U.S. Equity ETF T. Rowe Price Exchange-Traded Funds, Inc. | 49 | 4.3K $ | 0.03 % | as of Jun 30, 2026 ↗ |
| Global X NASDAQ 100 Collar 95-110 ETF GLOBAL X FUNDS | 48 | 4.5K $ | 0.14 % | as of Jul 31, 2026 ↗ |
| Innovator Equity Premium Income - Daily PutWrite ETF Innovator ETFs Trust | 44 | 4.1K $ | 0.02 % | as of Jul 31, 2026 ↗ |
| Storebrand Global Developed Markets Storebrand Asset Management AS | 40 | 47.6K SEK | 0.05 % | as of Mar 31, 2026 ↗ |
| KraneShares InspereX Nasdaq Dynamic Buffered High Income Index ETF Krane Shares Trust | 40 | 3.5K $ | 0.13 % | as of Jun 30, 2026 ↗ |
| ProShares Nasdaq-100 Dynamic Buffer ETF ProShares Trust | 31 | 4.9K $ | 0.21 % | as of May 31, 2026 ↗ |
| iShares Enhanced Large Cap Core Active ETF BlackRock ETF Trust | 24 | 2.2K $ | 0.02 % | as of Jul 31, 2026 ↗ |
| Global X U.S. 500 ETF GLOBAL X FUNDS | 23 | 3.7K $ | 0.08 % | as of May 31, 2026 ↗ |
| WisdomTree 500 Digital Fund WisdomTree Digital Trust | 22 | 1.9K $ | 0.01 % | as of Jun 30, 2026 ↗ |
| iShares U.S. Thematic Rotation Active ETF BlackRock ETF Trust | 21 | 2K $ | as of Jul 31, 2026 ↗ | |
| VIP Hedged Equity Portfolio Variable Insurance Products Fund VI | 20 | 1.7K $ | 0.01 % | as of Jun 30, 2026 ↗ |
| 1290 Avantis U.S. Large Cap Growth Fund 1290 Funds | 18 | 1.7K $ | 0.00 % | as of Jul 31, 2026 ↗ |
| Avantis Total Equity Markets ETF American Century ETF Trust | 16 | 2.5K $ | 0.00 % | as of May 31, 2026 ↗ |
| Storebrand USA Plus Storebrand Asset Management AS | 15 | 17.8K SEK | 0.01 % | as of Mar 31, 2026 ↗ |
| Berkshire Focus Fund BERKSHIRE FUNDS | 10 | 869.3 $ | 0.00 % | as of Jun 30, 2026 ↗ |
| Pacer MSCI World Industry Advantage ETF Pacer Funds Trust | 7 | 653 $ | 0.06 % | as of Jul 31, 2026 ↗ |
| WisdomTree Efficient U.S. Plus International Equity Fund WisdomTree Trust | 7 | 608.5 $ | 0.00 % | as of Jun 30, 2026 ↗ |
| Pacer PE/VC ETF Pacer Funds Trust | 6 | 559.7 $ | 0.02 % | as of Jul 31, 2026 ↗ |
| RURAL TECNOLOGICO RENTA VARIABLE, FI GESCOOPERATIVO, S.A., S.G.I.I.C. | 4.9M € | 1.18 % | as of Dec 31, 2025 ↗ | |
| KUTXABANK BOLSA NUEVA ECONOMIA, FI KUTXABANK GESTION, SGIIC, S.A. | 1.9M € | 0.34 % | as of Dec 31, 2025 ↗ | |
| INVERSIONES PERMON, SICAV, S.A. SANTANDER ASSET MANAGEMENT, S.A., SGIIC | 570.5K € | 1.96 % | as of Dec 31, 2025 ↗ | |
| ZENIT GESTIÓN, FI GESIURIS ASSET MANAGEMENT, SGIIC, S.A. | 517.5K € | 7.08 % | as of Dec 31, 2025 ↗ | |
| GESTION BOUTIQUE VI, FI GESTION BOUTIQUE VI / OPPORTUNITY ANDBANK WEALTH MANAGEMENT, SGIIC, S.A.U. | 388.1K € | 2.13 % | as of Dec 31, 2025 ↗ | |
| KLANDUR, SICAV, S.A. SANTANDER ASSET MANAGEMENT, S.A., SGIIC | 307.5K € | 1.96 % | as of Dec 31, 2025 ↗ | |
| GVC GAESCO CROSSOVER, FI GVC GAESCO CROSSOVER-GLOBAL MOMENTUM RV + RF GVC GAESCO GESTIÓN, SGIIC, S.A. | 232.8K € | 2.21 % | as of Dec 31, 2025 ↗ | |
| MONTE ESTORIL SICAV, S.A. AMUNDI IBERIA, SGIIC, S.A. | 168.2K € | 0.66 % | as of Dec 31, 2025 ↗ | |
| ALGAR GLOBAL FUND, FI RENTA 4 GESTORA, S.G.I.I.C., S.A. | 161.7K € | 1.42 % | as of Dec 31, 2025 ↗ | |
| CINVEST MULTIGESTION FI CINVEST MULTIGESTION/ ORICALCO GESALCALA, S.A., S.G.I.I.C. | 161K € | 2.31 % | as of Dec 31, 2025 ↗ | |
| ESPECTRUM I ESTRATEGIES INVESTMENT, S.A. SICAV GESALCALA, S.A., S.G.I.I.C. | 129.3K € | 2.98 % | as of Dec 31, 2025 ↗ | |
| GESTION BOUTIQUE VI, FI GESTION BOUTIQUE VI / IMPASSIVE GROWTH ANDBANK WEALTH MANAGEMENT, SGIIC, S.A.U. | 125.6K € | 6.34 % | as of Dec 31, 2025 ↗ | |
| RENTA 4 MULTIGESTION 2, FI RENTA 4 MULTIGESTION 2 / ATRIA INVERSION GLOBAL RENTA 4 GESTORA, S.G.I.I.C., S.A. | 103.5K € | 0.48 % | as of Dec 31, 2025 ↗ | |
| FONDO NARANJA NASDAQ 100, FI AMUNDI IBERIA, SGIIC, S.A. | 100.5K € | 0.22 % | as of Dec 31, 2025 ↗ | |
| INTELLIGENT DATA & BOTS, SICAV, S.A. GESIURIS ASSET MANAGEMENT, SGIIC, S.A. | 97K € | 0.56 % | as of Dec 31, 2025 ↗ | |
| RENTA 4 MULTIGESTION 2, FI RENTA 4 MULTIGESTION 2/ ATRIA VALOR RV MIXTO RENTA 4 GESTORA, S.G.I.I.C., S.A. | 77.6K € | 0.36 % | as of Dec 31, 2025 ↗ | |
| NORTH CAPE INVERSIONES, S.A., SICAV ANDBANK WEALTH MANAGEMENT, SGIIC, S.A.U. | 60.8K € | 0.49 % | as of Dec 31, 2025 ↗ | |
| RENTA 4 DELTA, FI RENTA 4 GESTORA, S.G.I.I.C., S.A. | 60.2K € | 0.30 % | as of Dec 31, 2025 ↗ | |
| INVERSABADELL 25, FI SABADELL ASSET MANAGEMENT, S.A., S.G.I.I.C. | 58.7K € | 0.01 % | as of Dec 31, 2025 ↗ | |
| GOOD VALUE SICAV SA GESIURIS ASSET MANAGEMENT, SGIIC, S.A. | 50.5K € | 0.61 % | as of Dec 31, 2025 ↗ | |
| FONDCOYUNTURA, FI RENTA 4 GESTORA, S.G.I.I.C., S.A. | 48.5K € | 0.28 % | as of Dec 31, 2025 ↗ | |
| INVERSABADELL 50, FI SABADELL ASSET MANAGEMENT, S.A., S.G.I.I.C. | 42.7K € | 0.02 % | as of Dec 31, 2025 ↗ | |
| BIZCOCHERO INVERSIONES, SICAV S.A. A&G FONDOS, SGIIC, SA | 38.8K € | 0.19 % | as of Dec 31, 2025 ↗ | |
| JUFERUCA SICAV S.A. A&G FONDOS, SGIIC, SA | 38.8K € | 0.26 % | as of Dec 31, 2025 ↗ | |
| PARADIGMA64CHESS, SICAV, S.A. GESIURIS ASSET MANAGEMENT, SGIIC, S.A. | 38.8K € | 1.13 % | as of Dec 31, 2025 ↗ | |
| GVC GAESCO GLOBAL EQUITY VALUE PLUS, FI GVC GAESCO GESTIÓN, SGIIC, S.A. | 37K € | 0.62 % | as of Dec 31, 2025 ↗ | |
| CINVEST,FI CINVEST/ AZERO GLOBAL GESALCALA, S.A., S.G.I.I.C. | 36.7K € | 2.62 % | as of Dec 31, 2025 ↗ | |
| SMILE, FI GESIURIS ASSET MANAGEMENT, SGIIC, S.A. | 27.2K € | 0.55 % | as of Dec 31, 2025 ↗ | |
| CINVEST MULTIGESTION FI CINVEST MULTIGESTION/ SELECCION ORICALCO GESALCALA, S.A., S.G.I.I.C. | 19.4K € | 0.51 % | as of Dec 31, 2025 ↗ | |
| CINVEST II, FI CINVEST II/ INVERSION FLEXIBLE GESALCALA, S.A., S.G.I.I.C. | 19.1K € | 0.86 % | as of Dec 31, 2025 ↗ | |
| INVERSABADELL 70, FI SABADELL ASSET MANAGEMENT, S.A., S.G.I.I.C. | 15K € | 0.02 % | as of Dec 31, 2025 ↗ | |
| GLOBAL MIX FUND, F.I. SOLVENTIS S.G.I.I.C., S.A. | 12.9K € | 0.09 % | as of Dec 31, 2025 ↗ | |
| SABADELL PLANIFICACION, FI SABADELL ASSET MANAGEMENT, S.A., S.G.I.I.C. | 12.4K € | 0.01 % | as of Dec 31, 2025 ↗ | |
| COMPROMISO MEDIOLANUM, FI MEDIOLANUM GESTION, S.G.I.I.C., S.A. | 7.5K € | 0.02 % | as of Dec 31, 2025 ↗ |
The funds most exposed to it
The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.
| Fund | Weight in fund | |
|---|---|---|
| Bitwise Bitcoin Standard Corporations ETF Bitwise Funds Trust | 15.79 % | as of Jun 30, 2026 ↗ |
| Grayscale Bitcoin Adopters ETF Grayscale Funds Trust | 12.83 % | as of Jun 30, 2026 ↗ |
| Bitwise Crypto Industry Innovators ETF Bitwise Funds Trust | 7.52 % | as of Jun 30, 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 | 4.80 % | as of Jul 31, 2026 ↗ |
| First Trust SkyBridge Crypto Industry and Digital Economy ETF First Trust Exchange-Traded Fund VIII | 4.57 % | as of May 31, 2026 ↗ |
| ProShares Big Data Refiners ETF ProShares Trust | 4.41 % | as of May 31, 2026 ↗ |
| Allocator Global Macro Alfa Kraft Fonder AB | 3.91 % | as of Mar 31, 2026 ↗ |
| VanEck Digital Transformation ETF VanEck ETF Trust | 3.46 % | as of Jun 30, 2026 ↗ |
Quarter after quarter
Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.
| Quarter | Shareholders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q3 | 330 | -29 | 100,180,571 | +4.2 % |
| 2026Q2 | 359 | +9 | 96,116,282 | +35.1 % |
| 2026Q1 | 350 | -24 | 71,160,523 | +37.8 % |
| 2025Q4 | 374 | -19 | 51,622,528 | -0.8 % |
| 2025Q3 | 393 | -11 | 52,050,581 | +1.5 % |
| 2025Q2 | 404 | +32 | 51,284,019 | +24.0 % |
| 2025Q1 | 372 | +68 | 41,350,046 | -12.6 % |
| 2024Q4 | 304 | -32 | 47,310,001 | +833.7 % |
| 2024Q3 | 336 | +44 | 5,067,158 | -5.1 % |
| 2024Q2 | 292 | +86 | 5,342,074 | +21.5 % |
| 2024Q1 | 206 | +20 | 4,398,057 | +10.7 % |
| 2023Q4 | 186 | 3,973,384 |
Institutional managers
922 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| Capital International Investors | 31,441,761 | 3.9B $ | as of Mar 31, 2026 |
| BlackRock, Inc. | 17,753,885 | 2.2B $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 9,286,014 | 1.2B $ | as of Mar 31, 2026 |
| Capital Research Global Investors | 7,615,709 | 950.4M $ | as of Mar 31, 2026 |
| STATE STREET CORP | 7,020,926 | 876.2M $ | as of Mar 31, 2026 |
| UBS Group AG | 6,311,364 | 787.7M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 4,655,865 | 579.4M $ | as of Mar 31, 2026 |
| Capital World Investors | 4,282,108 | 534.4M $ | as of Mar 31, 2026 |
| BANK OF AMERICA CORP /DE/ | 3,965,680 | 494.9M $ | as of Mar 31, 2026 |
| Marex Group plc | 3,411,673 | 425.8M $ | as of Mar 31, 2026 |
| Defiance ETFs, LLC | 2,877,686 | 359.1M $ | as of Mar 31, 2026 |
| Harvest Portfolios Group Inc. | 2,679,768 | 334.4M $ | as of Mar 31, 2026 |
| Invesco Ltd. | 2,131,891 | 266.1M $ | as of Mar 31, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | 2,130,881 | 230.8M $ | as of Mar 31, 2026 |
| CANTOR FITZGERALD, L. P. | 1,823,471 | 227.6M $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 1,786,662 | 223M $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 1,762,014 | 219.9M $ | as of Mar 31, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 1,573,730 | 196.4M $ | as of Mar 31, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1,556,608 | 194.3M $ | as of Mar 31, 2026 |
| Alberta Investment Management Corp | 1,382,000 | 172.5M $ | as of Mar 31, 2026 |
| Legal & General Group Plc | 1,372,447 | 171.3M $ | as of Mar 31, 2026 |
| Tidal Investments LLC | 1,360,186 | 169.8M $ | as of Mar 31, 2026 |
| Clear Street Group Inc. | 1,283,902 | 160.2M $ | as of Mar 31, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1,282,636 | 160.1M $ | as of Mar 31, 2026 |
| CITADEL ADVISORS LLC | 1,219,979 | 152.3M $ | as of Mar 31, 2026 |
Funds holding the debt of Strategy Inc
58 funds declare 86 bond lines of this company. The table shows the 25 largest holdings. The amount is the one the fund files. It is not a share of the debt, because no regulator publishes the amount outstanding in open access.
Cite this page
Titelia. "Fund shareholders of Strategy Inc". https://titelia.com/en/stocks/strategy-inc-US5949724083