StrategyMSTR
13F holders, Q1 2024 (March 31)530holders
5famous investors
$1703.53avg. 13F price*
At the end of Q1 2024, 530 institutions reported holding Strategy Inc. (MSTR) in their 13F filings. The largest holders were Capital International Investors ($3.1B), Vanguard Group Inc. ($2.6B) and BlackRock Inc. ($2.1B). 5 famous investors held it, including Ken Griffin (0.1% of Citadel Advisors's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Mario Gabelli (0.0% of GAMCO Investors's portfolio).
- Company
- Strategy Inc.
- Filed as
- MICROSTRATEGY INC (Q1 2024)
- Sector
- Technology
- CUSIP
- 594972408
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 215 | $810.4M |
| Exits | 49 | $50.9M |
Ownership 530 holders
| Capital International Investors | 0.62% | Add +14.9% | 1,791,564 | $3.1B |
| Vanguard Group Inc. | 0.05% | Add +34.8% | 1,553,048 | $2.6B |
| BlackRock Inc. | 0.05% | Add +21.4% | 1,241,897 | $2.1B |
| Morgan Stanley | 0.13% | Add +60.1% | 964,359 | $1.6B |
| State Street Corp. | 0.03% | Add +22.9% | 334,627 | $570.4M |
| Geode Capital Management, LLC | 0.05% | Add +22.8% | 333,107 | $567.9M |
| FMR LLC | 0.03% | Reduce -46.4% | 299,664 | $510.8M |
| Susquehanna International Group, LLP | 0.63% | Reduce -14.7% | 244,863 | $417.4M |
| Jane Street Group, LLC | 0.50% | Add +296.9% | 225,624 | $384.6M |
| Norges Bank | 0.04% | Add +29.5% | 145,517 | $248.0M |
| Northern Trust Corp. | 0.04% | Add +16.9% | 140,007 | $238.7M |
| Charles Schwab Investment Management Inc. | 0.05% | Add +24.2% | 124,105 | $211.5M |
| IMC-Chicago, LLC | 5.95% | New | 100,271 | $170.9M |
| T. Rowe Price Associates Inc. | 0.02% | Add +13.9% | 88,762 | $151.3M |
| Goldman Sachs Group Inc. | 0.03% | Add +13.9% | 77,860 | $132.7M |
| Invesco Ltd. | 0.03% | Reduce -37.7% | 72,263 | $123.2M |
| Capital World Investors | 0.02% | Add +0.8% | 70,636 | $120.4M |
| Citadel Advisors | 0.12% | New | 68,806 | $117.3M |
| JPMorgan Chase & Co. | 0.01% | Reduce -21.8% | 59,539 | $101.5M |
| Bank of New York Mellon Corp | 0.02% | Add +8.1% | 58,644 | $100.0M |
| Marex Group Ltd | 3.05% | New | 55,094 | $93.9M |
| UBS Group AG | 0.03% | Add +9.8% | 44,636 | $76.1M |
| LPL Financial LLC | 0.04% | Add +8.5% | 44,387 | $75.7M |
| Nuveen Asset Management, LLC | 0.02% | Add +28.8% | 43,307 | $73.8M |
| Bank of America Corp. | 0.01% | Add +53.0% | 39,551 | $67.4M |
| Shaolin Capital Management LLC | 26.49% | Reduce -60.5% | 38,185 | $65.1M |
| Citigroup Inc. | 0.07% | Add +2.7% | 36,088 | $61.5M |
| Westfield Capital Management Co. LP | 0.32% | New | 35,723 | $60.9M |
| Barclays PLC | 0.03% | Add +73.7% | 35,581 | $60.6M |
| Natixis | 0.29% | Add +294.9% | 30,195 | $51.5M |
| Ameriprise Financial Inc. | 0.01% | Add +213.2% | 29,690 | $50.6M |
| Swiss National Bank | 0.03% | Add +22.2% | 29,200 | $49.8M |
| Wells Fargo & Company | 0.01% | Reduce -13.2% | 28,807 | $49.1M |
| Tidal Investments LLC | 0.77% | Reduce -71.9% | 26,492 | $45.2M |
| Fred Alger Management, LLC | 0.21% | New | 25,381 | $43.3M |
| Victory Capital Management Inc. | 0.04% | Add +1040.9% | 24,872 | $42.4M |
| California Public Employees Retirement System | 0.03% | Add +4.6% | 23,821 | $40.6M |
| Commonwealth Equity Services, LLC | 0.07% | Add +54.0% | 23,638 | $40.3M |
| GTS Securities LLC | 1.09% | Add +346.1% | 23,563 | $40.2M |
| SG Americas Securities, LLC | 0.21% | Add +166.5% | 23,365 | $39.8M |
| Osaic Holdings, Inc. | 0.09% | Add +5.7% | 22,931 | $39.1M |
| Rhumbline Advisers | 0.04% | Add +21.8% | 22,332 | $38.1M |
| Wellington Management Group LLP | 0.01% | Add +2085.1% | 20,715 | $35.3M |
| CTC LLC | 0.58% | Add +89.5% | 20,677 | $35.2M |
| Franklin Resources Inc. | 0.01% | Add +1277.4% | 20,441 | $34.8M |
| Alliancebernstein L.P. | 0.01% | Add +42.4% | 19,488 | $33.2M |
| Horizon Kinetics Asset Management LLC | 0.62% | Reduce -4.9% | 18,968 | $32.3M |
| Graham Capital Management, L.P. | 1.70% | New | 18,843 | $32.1M |
| Van Eck Associates Corp. | 0.05% | Reduce -19.7% | 18,403 | $31.4M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Add +14.8% | 16,875 | $28.8M |
| Credit Suisse AG/ | 0.03% | Reduce -16.7% | 16,692 | $28.5M |
| Legal & General Group Plc | 0.01% | Add +28.5% | 15,724 | $26.8M |
| Voya Investment Management LLC | 0.03% | Add +223.7% | 15,682 | $26.7M |
| Exchange Traded Concepts, LLC | 0.66% | Reduce -27.6% | 14,910 | $25.4M |
| California State Teachers Retirement System | 0.03% | Add +15.7% | 14,841 | $25.3M |
| First Trust Advisors LP | 0.03% | Reduce -15.3% | 14,589 | $24.9M |
| Capital Research Global Investors | 0.01% | Reduce -49.8% | 14,547 | $24.8M |
| Boothbay Fund Management, LLC | 0.78% | New | 14,507 | $24.7M |
| Murchinson Ltd. | 2.80% | New | 14,500 | $24.7M |
| BNP Paribas Financial Markets | 0.03% | Add +30.5% | 14,274 | $24.3M |
| Bank of Montreal | 0.01% | Add +35.3% | 13,582 | $23.8M |
| Strong Tower Advisory Services | 9.35% | Add +36.7% | 14,215 | $23.3M |
| Jefferies Financial Group Inc. | 0.50% | Add +5822.9% | 13,445 | $22.9M |
| Stifel Financial Corp. | 0.03% | Reduce -14.2% | 13,022 | $22.2M |
| Deutsche Bank AG | 0.01% | Add +41.2% | 12,774 | $21.8M |
| Foundations Investment Advisors, LLC | 0.51% | Reduce -3.4% | 11,441 | $19.5M |
| State of Wisconsin Investment Board | 0.05% | Add +5.3% | 11,112 | $18.9M |
| Cambridge Investment Research Advisors, Inc. | 0.07% | Add +2.1% | 10,296 | $17.6M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.06% | New | 10,000 | $17.0M |
| Compass Ion Advisors, LLC | 2.24% | Add +0.4% | 9,152 | $15.6M |
| Neuberger Berman Group LLC | 0.01% | New | 8,958 | $15.3M |
| Financial Sense Advisors, Inc. | 5.26% | Reduce -62.9% | 8,675 | $14.8M |
| State of New Jersey Common Pension Fund D | 0.04% | Add +19.8% | 8,599 | $14.7M |
| Manufacturers Life Insurance Company, The | 0.01% | Add +31.3% | 8,542 | $14.6M |
| Eschler Asset Management LLP | 9.26% | New | 8,400 | $14.3M |
| EULAV Asset Management | 0.38% | Reduce -18.0% | 8,200 | $14.0M |
| Cubist Systematic Strategies, LLC | 0.15% | Reduce -14.8% | 7,871 | $13.4M |
| HSBC Holdings PLC | 0.01% | Reduce -53.1% | 7,743 | $13.2M |
| Panagora Asset Management Inc. | 0.07% | New | 7,680 | $13.1M |
| Shariaportfolio, Inc. | 7.48% | Add +543.5% | 7,613 | $13.0M |
| MetLife Investment Management, LLC | 0.09% | Add +18.6% | 7,578 | $12.9M |
| Accredited Investors Inc. | 0.81% | Reduce -13.2% | 7,370 | $12.6M |
| American International Group, Inc. | 0.04% | Add +20.6% | 7,326 | $12.5M |
| Penserra Capital Management LLC | 0.16% | Add +52.6% | 7,290 | $12.4M |
| Royal Bank of Canada | 0.00% | Add +4.2% | 7,245 | $12.4M |
| Kapstone Financial Advisors LLC | 8.09% | Add +15.6% | 6,974 | $11.9M |
| Algert Global LLC | 0.45% | Add +24.9% | 6,731 | $11.5M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Reduce -4.6% | 6,665 | $11.4M |
| Raymond James & Associates | 0.01% | Reduce -4.2% | 6,591 | $11.2M |
| New York State Common Retirement Fund | 0.01% | Add +21.4% | 6,217 | $10.6M |
| Accuvest Global Advisors | 4.35% | Reduce -47.7% | 5,829 | $9.9M |
| Principal Financial Group Inc. | 0.01% | Add +310.1% | 5,794 | $9.9M |
| Janus Henderson Group PLC | 0.01% | Reduce -11.1% | 5,597 | $9.5M |
| Kestra Advisory Services, LLC | 0.06% | Add +16.9% | 5,341 | $9.1M |
| Walleye Trading LLC | 0.15% | New | 5,307 | $9.0M |
| MML Investors Services, LLC | 0.04% | Reduce -39.8% | 5,258 | $9.0M |
| Squarepoint Ops LLC | 0.04% | New | 5,246 | $8.9M |
| Cetera Investment Advisers | 0.02% | New | 5,222 | $8.9M |
| Moors & Cabot, Inc. | 0.46% | Add +84.8% | 5,027 | $8.6M |
| Equitec Proprietary Markets, LLC | 15.13% | New | 5,000 | $8.5M |
"% of holder's portfolio" is MSTR's weight in each manager's 13F, not the share of Strategy Inc. the manager owns.