Institutional Ownership
Strategy Inc
CUSIP 594972887SERIES A PERP PFMSTR.8.PERPQ1 2026
Institutional Holders
91
13F filers
Shares Held
6.49M
Aggregate institutional
Institutional Value
$416.83M
Q1 2026
Net New Holders
+10
19 new · 9 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions19
Increased27
Decreased21
Sold out9
Institutional Holders
91 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Capital International Investors | 1.52M | $107.65M | −569.7K | Reduced |
| 2 | Blackrock, Inc. | 969.0K | $68.51M | −93.7K | Reduced |
| 3 | Capital World Investors | 736.6K | $52.08M | +100.3K | Added |
| 4 | Parafi Capital LP | 430.6K | $30.45M | +230.3K | Added |
| 5 | Mirae Asset Global Etfs Holdings Ltd. | 300.1K | $21.22M | +59.0K | Added |
| 6 | Lpl Financial LLC | 252.9K | $17.88M | −5.5K | Reduced |
| 7 | Kovack Advisors, Inc. | 202.0K | $14.38M | +19.9K | Added |
| 8 | Calamos Advisors LLC | 200.0K | $14.14M | 0 | Held |
| 9 | State Street Corp | 168.0K | $11.90M | +3.0K | Added |
| 10 | Infrastructure Capital Advisors, LLC | 153.0K | $10.82M | +13.8K | Added |
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