Strategy Inc. (mstr 8 Perp)Preferred / convertible 13F holders, Q1 2025 (March 31) 54 holders
2 famous investors
$83.58 avg. 13F price*
At the end of Q1 2025 , 54 institutions reported holding Strategy Inc. (mstr 8 Perp) in their 13F filings. The largest holders were Capital International Investors ($157.5M), FMR LLC ($86.4M) and Voya Investment Management LLC ($52.5M). 2 famous investors held it, including Ken Griffin ( of Citadel Advisors's portfolio) and Israel Englander ( of Millennium Management's portfolio).
Company Strategy Inc. (mstr 8 Perp)
Filed as MICROSTRATEGY INC (Q1 2025)
CUSIP 594972887
Latest filing quarter Q2 2026 History Number of 13F holders
Total Exit/New Position Q1 2025 Institutions Total Value New Positions 55 $445.5M Exits 0 $0
Ownership 54 holders Portfolio Manager % of Holder's Portfolio Change Shares Value ▼ Capital International Investors — New 1,875,000 $157.5M FMR LLC — New 1,029,300 $86.4M Voya Investment Management LLC — New 625,000 $52.5M BlackRock, Inc. — New 623,648 $52.4M Van Eck Associates Corp. — New 250,461 $21.0M State Street Corp. — New 106,000 $8.9M Hudson Bay Capital Management LP — New 91,200 $7.6M BlueCrest Capital Management Ltd — New 70,438 $5.9M Aspiring Ventures, LLC — New 64,127 $5.8M UBS Group AG — New 50,386 $4.2M Greenland Capital Management LP — New 40,000 $3.4M Wells Fargo & Company — New 39,214 $3.3M LPL Financial LLC — New 38,088 $3.2M Invesco Ltd. — New 38,000 $3.2M Ionic Capital Management LLC — New 37,693 $3.2M Advent Capital Management — New 35,818 $3.0M Cambridge Investment Research Advisors, Inc. — New 28,933 $2.4M Stifel Financial Corp. — New 25,178 $2.1M OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) — New 20,000 $1.7M Palisade Capital Management, LP — New 17,200 $1.4M CRCM LP — New 15,748 $1.3M Ssi Investment Management LLC — New 15,000 $1.3M Independent Financial Group, LLC — New 13,895 $1.2M Morgan Stanley — New 13,227 $1.1M Wedbush Securities Inc. — New 11,340 $953K Barclays PLC — New 10,938 $919K Hartline Investment Corp./ — New 10,564 $887K Citadel Advisors — New 9,935 $835K Wolverine Asset Management LLC — New 8,359 $795K Stansberry Asset Management, LLC — New 8,576 $720K Commonwealth Equity Services, LLC — New 7,897 $663K StoneX Group Inc. — New 7,318 $615K Kestra Private Wealth Services, LLC — New 7,200 $605K Steward Partners Investment Advisory, LLC — New 7,160 $602K Beaird Harris Wealth Management, LLC — New 6,284 $528K Ulland Investment Advisors, LLC — New 5,975 $502K Neuberger Berman Group LLC — New 5,000 $420K HRT Financial LP — New 4,140 $347K Oppenheimer & Co. Inc. — New 4,040 $339K Argent Advisors, Inc. — New 4,000 $336K Susquehanna International Group, LLP — New 3,168 $266K HighTower Advisors, LLC — New 2,860 $240K Perennial Investment Advisors, LLC — New 2,859 $240K Jane Street Group, LLC — New 2,393 $201K Bank of America Corp. — New 2,077 $174K Toronto Dominion Bank — New 1,000 $84K Costello Asset Management, INC — New 500 $42K Vision Financial Markets LLC — New 350 $29K Millennium Management — New 32,600 $27K Angeles Wealth Management, LLC — New 290 $24K Sandy Spring Bank — New 110 $9K US Bancorp \de — New 25 $2K Legacy Wealth Managment, LLC — New 22 $2K Osaic Holdings, Inc. — New 4 $336
"% of holder's portfolio" is STRATEGY INC (MSTR 8 PERP)'s weight in each manager's 13F, not the share of Strategy Inc. (mstr 8 Perp) the manager owns.