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

05001,0001,500 Q1 2024: 530Q1 2024Q2 2024: 592Q2 2024Q3 2024: 662Q3 2024Q4 2024: 993Q4 2024Q1 2025: 1,013Q1 2025Q2 2025: 1,161Q2 2025Q3 2025: 1,087Q3 2025Q4 2025: 983Q4 2025Q1 2026: 946Q1 2026Q2 2026: 852Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions215$810.4M
Exits49$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
Comerica Bank 0.04% Reduce -53.8% 4,999 $8.5M
Creative Planning 0.01% Add +12.3% 4,938 $8.4M
Longitude (Cayman) Ltd. 11.91% Reduce -21.3% 4,800 $8.2M
Federated Hermes, Inc. 0.02% New 4,690 $8.0M
Dakota Wealth Management 0.19% New 4,500 $7.7M
Ensign Peak Advisors, Inc 0.01% Add +8.5% 4,436 $7.6M
Wolverine Trading, LLC 0.08% New 4,401 $7.5M
Kingswood Wealth Advisors, LLC 0.85% Add +115.4% 4,333 $7.4M
Capital Wealth Alliance, LLC 4.31% Add +0.2% 4,278 $7.3M
MADDEN SECURITIES Corp 3.36% New 4,268 $7.3M
Mercer Global Advisors Inc. 0.02% Add +45.3% 1,312 $7.1M
Arizona State Retirement System 0.05% Add +20.0% 4,066 $6.9M
HighTower Advisors, LLC 0.01% Reduce -46.9% 3,998 $6.8M
Acorn Financial Advisory Services Inc. 1.29% Reduce -4.5% 3,992 $6.8M
Strategic Vision Investment Ltd 4.55% New 3,700 $6.3M
Walleye Capital LLC 0.08% New 3,700 $6.3M
Private Advisor Group, LLC 0.04% Reduce -17.4% 3,439 $5.9M
Russell Investments Group, Ltd. 0.01% Add +391.9% 3,404 $5.8M
Marshall Wace, LLP 0.01% Reduce -83.5% 3,271 $5.6M
Avantax Advisory Services, Inc. 0.05% Reduce -20.4% 3,247 $5.5M
Mariner, LLC 0.01% Add +52.8% 3,222 $5.5M
Janney Montgomery Scott LLC 0.02% Add +16.8% 3,219 $5.5M
ProShare Advisors LLC 0.01% Add +31.2% 3,137 $5.3M
Fifth Third Bancorp 0.02% Reduce -38.8% 3,118 $5.3M
Mutual of America Capital Management LLC 0.06% Reduce -5.0% 3,091 $5.3M
Amundi 0.00% Reduce -12.5% 4,244 $5.1M
BIP Wealth, LLC 0.37% Add +20.2% 3,006 $5.1M
Leonteq Securities AG 0.68% Add +15.1% 2,941 $5.0M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.02% Add +18.4% 2,939 $5.0M
AQR Capital Management 0.01% Reduce -15.1% 2,823 $4.8M
Prudential Financial Inc. 0.01% Add +204.9% 2,799 $4.8M
EagleClaw Capital Managment, LLC 0.85% Add +1.4% 2,744 $4.7M
Raymond James Financial Services Advisors, Inc. 0.01% Reduce -0.7% 2,580 $4.4M
Cardiff Park Advisors, LLC 0.42% Add +1.0% 2,560 $4.4M
Corient Private Wealth LP 0.01% Reduce -55.9% 2,515 $4.3M
CIBC Private Wealth Group LLC 0.01% Reduce -4.2% 2,525 $4.1M
Macquarie Group Ltd. 0.00% New 3,616 $4.1M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% New 2,400 $4.1M
Handelsbanken Fonder AB 0.02% Add +9.2% 2,386 $4.1M
Vontobel Holding Ltd. 0.03% Add +126.9% 2,326 $4.0M
Rakuten Securities, Inc. 1.71% Add +1020.5% 2,297 $3.9M
LCM Capital Management Inc 2.49% Add +0.1% 2,263 $3.9M
Heritage Investors Management Corp. 0.13% Reduce -29.6% 2,243 $3.8M
Susquehanna Portfolio Strategies, LLC 0.09% No change 2,154 $3.7M
IFP Advisors, Inc 0.16% Reduce -27.7% 2,077 $3.5M
Independent Advisor Alliance 0.13% Add +5.4% 2,065 $3.5M
Envestnet Asset Management Inc. 0.00% Add +350.1% 2,012 $3.4M
ClariVest Asset Management LLC 0.35% New 1,969 $3.4M
Danske Bank A/S 0.01% — 1,947 $3.3M
HUB Investment Partners, LLC 0.18% New 1,920 $3.3M
Pictet Asset Management Holding SA 0.00% Add +38.1% 1,906 $3.3M
National Bank of Canada 0.01% Reduce -29.3% 2,750 $3.2M
Bluefin Capital Management, LLC 0.81% New 1,901 $3.2M
Teacher Retirement System of Texas 0.02% Add +31.0% 1,849 $3.2M
SRN Advisors, LLC 2.43% Reduce -65.6% 1,828 $3.1M
Cantor Fitzgerald, L. P. 0.73% New 1,770 $3.0M
American Century Companies Inc. 0.00% Add +65.7% 1,737 $3.0M
Cibc World Market Inc. 0.01% Reduce -70.0% 1,714 $2.9M
Spire Wealth Management 0.05% Reduce -39.8% 1,708 $2.9M
Nations Financial Group Inc, /Ia/ 0.24% New 1,679 $2.9M
Brevan Howard Capital Management LP 0.27% New 1,660 $2.8M
FORA Capital, LLC 0.23% Reduce -89.0% 1,648 $2.8M
Public Employees Retirement Association of Colorado 0.01% Add +36.4% 1,590 $2.7M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.03% Add +95.7% 1,587 $2.7M
RFG Advisory, LLC 0.09% Reduce -53.5% 1,537 $2.6M
Pinnacle Associates Ltd. 0.04% Reduce -48.0% 1,511 $2.6M
STRS Ohio 0.01% Reduce -6.3% 1,500 $2.6M
One Capital Management, LLC 0.09% Add +45.8% 1,487 $2.5M
Ameritas Investment Partners, Inc. 0.09% Add +19.8% 1,482 $2.5M
Apollon Wealth Management, LLC 0.08% Add +1.6% 1,415 $2.4M
CANADA LIFE ASSURANCE Co 0.00% Add +19.6% 1,374 $2.3M
Arlington Capital Management, Inc. 1.91% Reduce -42.7% 1,348 $2.3M
Equitable Holdings, Inc. 0.03% Reduce -15.0% 1,327 $2.3M
Aviso Wealth Management 1.41% Reduce -54.5% 1,315 $2.2M
Cresset Asset Management, LLC 0.01% Add +42.6% 1,315 $2.2M
B & T Capital Management DBA Alpha Capital Management 0.44% Add +173.2% 1,314 $2.2M
Nomura Holdings Inc. 0.02% Reduce -95.6% 1,314 $2.2M
Trivium Point Advisory, LLC 0.46% Add +92.3% 1,250 $2.1M
Stratos Wealth Partners, LTD. 0.03% Add +25.1% 1,207 $2.1M
Blair William & Co. 0.01% Reduce -12.9% 1,201 $2.0M
Boulder Hill Capital Management LP 0.84% New 1,200 $2.0M
GSG Advisors LLC 0.74% No change 1,250 $2.0M
NewEdge Advisors, LLC 0.02% Add +65.8% 1,146 $2.0M
Symmetry Investments LP 0.20% New 1,128 $1.9M
Fiduciary Alliance LLC 0.33% Add +36.1% 1,134 $1.9M
Realta Investment Advisors 0.38% Reduce -79.8% 1,085 $1.8M
Fiduciary Trust Co 0.03% Add +18.4% 1,060 $1.8M
Perigon Wealth Management, LLC 0.05% Add +6.6% 1,053 $1.8M
Ameritas Advisory Services, LLC 0.07% New 1,489 $1.8M
Balyasny Asset Management L.P. 0.00% Reduce -96.3% 1,038 $1.8M
MTM Investment Management, LLC 0.71% Reduce -1.6% 1,011 $1.7M
Two Sigma Investments, LP 0.00% Reduce -98.7% 1,005 $1.7M
Hudson Bay Capital Management LP 0.02% New 1,000 $1.7M
Stratos Wealth Advisors, LLC 0.10% Add +11.9% 999 $1.7M
Campion Asset Management 1.31% No change 994 $1.7M
Millennium Management 0.00% Reduce -91.7% 984 $1.7M
Beacon Pointe Advisors, LLC 0.02% Add +63.0% 978 $1.7M
Hilltop Holdings Inc. 0.18% Add +93.0% 965 $1.6M
IHT Wealth Management, LLC 0.06% Add +16.3% 949 $1.6M
Senator Investment Group LP 0.07% New 930 $1.6M
Atria Wealth Solutions, Inc. 0.02% Reduce -5.0% 928 $1.6M
Avior Wealth Management, LLC 0.07% Add +22625.0% 909 $1.6M
Mackenzie Financial Corp. 0.00% Add +29.9% 904 $1.5M
Xponance LLC 0.02% Add +22.0% 903 $1.5M
Faithward Advisors, LLC 0.28% No change 900 $1.5M
Manhattan West Asset Management, LLC 0.36% New 874 $1.5M
Geneos Wealth Management Inc. 0.07% Reduce -30.7% 874 $1.5M
Banco Bilbao Vizcaya Argentaria, S.A. 0.02% Add +45.8% 869 $1.5M
Bellecapital International Ltd. 0.32% New 840 $1.4M
Cwm, LLC 0.01% Add +109.3% 829 $1.4M
NFSG Corp 0.60% Add +13.5% 800 $1.4M
Metropolitan Life Insurance Co 0.06% Add +12.6% 780 $1.3M
Chicago Partners Investment Group LLC 0.06% Reduce -11.0% 991 $1.3M
Chesapeake Capital Corp. 0.97% Reduce -25.6% 766 $1.3M
Synergy Asset Management, LLC 0.22% New 761 $1.3M
Turim 21 Investimentos Ltda. 0.33% Add +127.9% 759 $1.3M
CreativeOne Wealth, LLC 0.05% New 747 $1.3M
Pathstone Holdings, LLC 0.01% Add +46.2% 725 $1.2M
United Capital Management of KS, Inc. 0.28% Add +52.2% 720 $1.2M
Kingsview Wealth Management, LLC 0.03% Add +6.2% 720 $1.2M
O'shaughnessy Asset Management, LLC 0.01% Add +23.3% 720 $1.2M
Csenge Advisory Group 0.07% New 713 $1.2M
Brookstone Capital Management 0.02% Add +107.0% 708 $1.2M
Wealthfront Advisers LLC 0.00% New 707 $1.2M
Rathbones Group PLC 0.01% Reduce -36.7% 697 $1.2M
Harvest Investment Services, LLC 0.46% New 668 $1.1M
Grey Street Capital, LLC 0.15% Reduce -21.5% 667 $1.1M
Financial Advocates Investment Management 0.07% Add +24.9% 662 $1.1M
Susquehanna International Securities, Ltd. 0.45% New 661 $1.1M
Buckingham Strategic Wealth, LLC 0.01% New 652 $1.1M
Teachers Retirement System of the State of Kentucky 0.01% New 649 $1.1M
Western Wealth Management, LLC 0.08% Add +40.0% 627 $1.1M
Revisor Wealth Management LLC 0.48% New 918 $1.1M
Global Retirement Partners, LLC 0.04% Add +77.5% 614 $1.0M
Waverly Advisors, LLC 0.02% New 610 $1.0M
Cutler Group LLC / CA 0.52% Reduce -88.2% 606 $1.0M
Wedbush Securities Inc. 0.04% Reduce -3.9% 599 $1.0M
Parallax Volatility Advisers, L.P. 0.03% Reduce -70.5% 589 $1.0M
Savant Capital, LLC 0.01% Add +9.6% 584 $995K
Vanguard Personalized Indexing Management, LLC 0.02% Add +16.3% 579 $987K
Sei Investments Co. 0.00% Add +36.3% 575 $980K
Annex Advisory Services, LLC 0.03% Reduce -53.9% 547 $932K
Family Capital Management, Inc. 0.64% Add +3.8% 542 $924K
Magnus Financial Group LLC 0.11% New 542 $924K
Kintra Wealth, LLC 0.68% New 540 $920K
AdvisorNet Financial, Inc 0.09% Add +129.4% 539 $919K
Tactive Advisors, LLC 0.49% New 538 $917K
Sterling Investment Advisors, Ltd. 0.26% No change 533 $909K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.11% New 525 $895K
Claro Advisors Inc. 0.15% New 515 $877K
Virtu Financial LLC 0.07% Reduce -81.3% 514 $875K
Independent Financial Group, LLC 0.04% Reduce -89.5% 512 $873K
CAP Partners, LLC 0.76% New 506 $863K
Amalgamated Bank 0.01% Reduce -71.2% 505 $861K
US Bancorp \de 0.00% Reduce -26.2% 495 $844K
Main Street Financial Solutions, LLC 0.09% Reduce -53.0% 494 $842K
D.A. Davidson & Co. 0.01% New 494 $842K
SeaCrest Wealth Management, LLC 0.10% New 492 $839K
VitalStone Financial, LLC 0.64% Reduce -14.8% 491 $837K
Nisa Investment Advisors, LLC 0.01% Reduce -4.0% 479 $816K
Jennison Associates LLC 0.00% New 473 $806K
Clarity Capital Partners LLC 0.52% New 465 $793K
Nwam LLC 0.06% Reduce -41.6% 490 $780K
Rothschild Investment LLC 0.06% Reduce -65.3% 451 $769K
Toronto Dominion Bank 0.00% Add +125.0% 450 $767K
Wealth Management Partners, LLC 0.39% New 448 $764K
PNC Financial Services Group, Inc. 0.00% Add +258.1% 444 $757K
Verus Capital Partners, LLC 0.08% Reduce -38.2% 436 $743K
TrinityBridge Ltd 0.03% Add +8.3% 432 $736K
Visionary Wealth Advisors 0.05% Reduce -41.0% 420 $715K
Silvercrest Asset Management Group LLC 0.00% Reduce -37.1% 419 $714K
Great Lakes Advisors, LLC 0.01% New 413 $704K
Procyon Advisors, LLC 0.05% Reduce -9.4% 395 $673K
Crossmark Global Holdings, Inc. 0.01% New 389 $663K
State Board of Administration of Florida Retirement System 0.00% Reduce -57.9% 2,266 $662K
Diversified Trust Co. 0.02% New 384 $655K
Sigma Planning Corp 0.02% New 377 $643K
Truist Financial Corp. 0.00% Reduce -83.6% 368 $627K
Park Avenue Securities LLC 0.01% New 368 $627K
Bleakley Financial Group, LLC 0.02% Reduce -13.8% 367 $626K
Simplicity Wealth,LLC 0.01% New 367 $626K
Calamos Advisors LLC 0.00% New 364 $620K
Captrust Financial Advisors 0.00% Reduce -80.9% 364 $620K
Stonegate Investment Group, LLC 0.02% No change 360 $614K
Lincoln National Corp. 0.01% Reduce -41.4% 358 $610K
Guggenheim Capital LLC 0.00% Reduce -23.9% 353 $602K
Kovack Advisors, Inc. 0.07% New 349 $595K
Sunburst Financial Group, LLC 0.17% New 363 $594K
Duality Advisers, LP 0.06% Reduce -64.9% 348 $593K
Dynamic Advisor Solutions LLC 0.02% New 347 $591K
Traynor Capital Management, Inc. 0.06% New 347 $591K
Means Investment Co., Inc. 0.07% New 339 $577K
X-Square Capital, LLC 0.27% New 332 $565K
Beacon Bank & Trust 0.14% No change 330 $563K
Profund Advisors LLC 0.02% New 326 $556K
First Foundation Advisors 0.02% No change 325 $554K
FNY Investment Advisers, LLC 0.34% New 323 $550K
United Capital Financial Advisors, LLC 0.00% New 322 $549K
Harvest Fund Management Co., Ltd 0.05% Add +503.8% 320 $545K
KBC Group NV 0.00% Add +32.1% 313 $534K
Tobam 0.05% Reduce -71.2% 310 $528K
Waldron Private Wealth LLC 0.02% New 309 $527K
Evexia Wealth LLC 0.22% New 356 $527K
Comprehensive Financial Consultants Institutional, Inc. 0.22% New 305 $520K
WINTON GROUP Ltd 0.04% New 302 $515K
Hedges Asset Management LLC 0.36% New 300 $511K
Masso Torrence Wealth Management Inc. 0.30% New 300 $511K
Evanson Asset Management, LLC 0.04% New 300 $511K
GAMCO Investors 0.01% New 300 $511K
Ballentine Partners, LLC 0.01% New 298 $508K
Glenmede Trust Co. NA 0.00% New 294 $501K
Kestra Private Wealth Services, LLC 0.01% New 293 $499K
Federation des caisses Desjardins du Quebec 0.00% Add +300.0% 276 $470K
Associated Banc-Corp 0.01% New 268 $457K
Westmount Partners, LLC 0.16% New 264 $450K
CIBC Asset Management Inc 0.00% New 263 $448K
Investment Partners Asset Management, Inc. 0.40% New 260 $443K
Harbour Investments, Inc. 0.02% Add +346.6% 259 $441K
Insigneo Advisory Services, LLC 0.05% New 258 $440K
Magnetar Financial LLC 0.01% New 256 $436K
Regal Partners Ltd 0.04% Reduce -79.2% 250 $426K
EP Wealth Advisors, LLC 0.01% New 250 $426K
Choreo, LLC 0.01% New 243 $414K
Pacer Advisors, Inc. 0.00% Add +365.4% 242 $413K
Schonfeld Strategic Advisors LLC 0.00% Reduce -64.4% 242 $413K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% New 240 $409K
Peapack Gladstone Financial Corp. 0.01% New 235 $401K
DAVENPORT & Co LLC 0.00% New 229 $390K
Wealthcare Advisory Partners LLC 0.01% Reduce -30.8% 227 $387K
Benjamin F. Edwards & Company, Inc. 0.01% Add +1638.5% 226 $385K
Strategic Advocates LLC 0.15% New 225 $384K
Scientech Research LLC 0.20% Reduce -83.3% 224 $382K
Garden State Investment Advisory Services LLC 0.14% New 231 $381K
Palisades Hudson Asset Management, L.P. 0.17% New 221 $377K
Sequoia Financial Advisors, LLC 0.00% New 221 $377K
CI Investments Inc. 0.00% Reduce -46.8% 219 $373K
Pinnacle Wealth Planning Services, Inc. 0.05% New 217 $370K
J.W. Cole Advisors, Inc. 0.02% New 218 $367K
Bay Rivers Group 0.20% New 212 $361K
Capital Investment Advisors, LLC 0.01% New 211 $360K
Abel Hall, LLC 0.27% New 210 $358K
Gladstone Institutional Advisory LLC 0.02% Reduce -44.6% 210 $358K
Inspire Investing, LLC 0.04% Reduce -66.6% 208 $354K
Bison Wealth, LLC 0.06% New 207 $353K
Keebeck Wealth Management 0.05% New 207 $353K
Riverview Capital Advisers, LLC 0.12% Reduce -39.0% 203 $346K
Altiora Financial Group, LLC 0.09% New 201 $343K
Frisch Financial Group, Inc. 0.11% New 200 $341K
Mb, Levis & Associates, LLC 0.18% No change 200 $341K
LongView Wealth Management 0.14% New 200 $341K
Gilbert & Cook, Inc. 0.05% New 200 $341K
Wealthquest Corp 0.04% New 200 $341K
MassMutual Private Wealth & Trust, FSB 0.01% No change 200 $341K
Axxcess Wealth Management, LLC 0.01% New 200 $341K
Mesirow Financial Investment Management, Inc. 0.01% New 200 $341K
Aptus Capital Advisors, LLC 0.01% New 198 $338K
Gerber Kawasaki Wealth & Investment Management 0.02% New 198 $338K
Great Valley Advisor Group, Inc. 0.01% New 197 $336K
TB Alternative Assets Ltd. 0.08% New 195 $332K
Virtus Investment Advisers, LLC 0.24% New 194 $331K
Oxler Private Wealth LLC 0.13% New 192 $327K
Advisory Research Inc. 0.07% New 192 $327K
Arkadios Wealth Advisors 0.03% New 192 $327K
Townsquare Capital LLC 0.00% New 191 $326K
Treasurer of the State of North Carolina 0.00% New 190 $324K
MAI Capital Management 0.00% New 190 $324K
Lodestar Private Asset Management LLC 0.05% Reduce -59.1% 187 $319K
Strategic Blueprint, LLC 0.02% New 185 $315K
Whittier Trust Co. 0.00% Reduce -81.5% 185 $315K
Evergreen Capital Management LLC 0.01% New 183 $312K
Edgestream Partners, L.P. 0.02% New 181 $309K
Moneta Group Investment Advisors LLC 0.01% New 1,800 $307K
Agf Management Ltd. 0.00% New 180 $307K
Guardian Wealth Advisors, LLC / NC 0.04% New 178 $303K
Farrell Financial LLC 0.25% New 177 $302K
Veltria Advisors Corp. 0.08% New 176 $301K
Cascade Financial Partners, LLC 0.04% — 200 $296K
Capital Advisors Inc. 0.01% New 172 $293K
Finivi Inc. 0.26% New 170 $290K
Tower Research Capital LLC (TRC) 0.01% Reduce -92.8% 170 $290K
Berkeley Capital Partners, LLC 0.09% New 168 $286K
OneDigital Investment Advisors LLC 0.00% New 165 $281K
Steward Partners Investment Advisory, LLC 0.00% Add +82.2% 164 $280K
Orion Porfolio Solutions, LLC 0.00% Reduce -75.6% 164 $280K
Orion Portfolio Solutions, LLC 0.00% Reduce -75.6% 164 $280K
Lion Street Advisors, LLC 0.11% No change 438 $277K
Vienna Asset Management LLC 0.25% New 160 $273K
Consolidated Capital Management, LLC 0.13% New 160 $273K
Weaver Capital Management LLC 0.08% New 160 $273K
Brighton Jones LLC 0.01% New 159 $271K
Fort Point Capital Partners LLC 0.04% New 159 $271K
Coldstream Capital Management Inc. 0.01% New 158 $269K
Cigna Investments Inc. 0.05% New 156 $266K
Cerity Partners LLC 0.00% New 156 $266K
Yousif Capital Management, LLC 0.00% New 156 $266K
Horizon Bancorp Inc. 0.13% New 155 $264K
Harbor Capital Advisors, Inc. 0.03% New 153 $261K
Unique Wealth Strategies, LLC 0.13% New 150 $256K
Whitener Capital Management, Inc. 0.08% New 150 $256K
Vident Advisory, LLC 0.01% Reduce -81.6% 150 $256K
International Assets Investment Management, LLC 0.03% New 153 $250K
Ausdal Financial Partners, Inc. 0.03% New 146 $249K
Keybank National Association 0.00% New 142 $242K
Thrivent Financial for Lutherans 0.00% Reduce -79.9% 141 $240K
D. E. Shaw & Co. 0.00% New 140 $239K
Composition Wealth, LLC 0.01% New 134 $228K
Perennial Investment Advisors, LLC 0.03% New 131 $223K
Avantax Planning Partners, Inc. 0.01% New 131 $223K
Old Mission Capital LLC 0.01% New 131 $223K
Carnegie Investment Counsel 0.01% New 130 $222K
Curran Financial Partners, LLC 0.08% New 129 $220K
Commerce Bank 0.00% New 128 $218K
Focus Partners Wealth 0.00% New 127 $216K
Caitlin John, LLC 0.16% Add +16.7% 126 $215K
Prime Capital Investment Advisors, LLC 0.00% New 126 $215K
Greenleaf Trust 0.00% New 126 $215K
Institute for Wealth Management, LLC. 0.03% New 125 $214K
Crosspoint Financial, LLC 1.82% New 125 $213K
CENTRAL TRUST Co 0.01% Reduce -2.4% 124 $211K
Panoramic Investment Advisors, LLC 0.16% New 124 $211K
Merit Financial Group, LLC 0.01% New 172 $210K
Oder Investment Management, LLC 0.20% New 123 $210K
Centaurus Financial, Inc. 0.01% New 122 $208K
Altus Wealth Group LLC 0.10% New 121 $206K
Beaird Harris Wealth Management, LLC 0.02% Reduce -29.6% 121 $206K
Abundance Wealth Counselors 0.05% New 120 $205K
Wealth Alliance Advisory Group, LLC 0.05% New 120 $205K
Robertson Stephens Wealth Management, LLC 0.01% New 120 $205K
TD Waterhouse Canada Inc. 0.00% Add +29.0% 129 $204K
Phoenix Financial Ltd. 0.00% New 120 $204K
HighPoint Advisor Group LLC 0.01% Add +16.4% 163 $203K
Wealthspire Advisors, LLC 0.00% New 119 $203K
Willis Johnson & Associates, Inc. 0.02% New 118 $201K
GPS Wealth Strategies Group, LLC 0.03% Reduce -0.9% 113 $193K
HHM Wealth Advisors, LLC 0.03% Add +5000.0% 102 $174K
Parallel Advisors, LLC 0.00% Reduce -26.5% 97 $165K
Coston, McIsaac & Partners 0.05% Reduce -79.0% 88 $150K
Lanark Financial, Inc. 0.01% Reduce -34.4% 82 $139K
Hoey Investments, Inc. 0.03% No change 80 $136K
Northwestern Mutual Wealth Management Co. 0.00% Add +150.0% 75 $128K
Stelac Advisory Services LLC 0.06% New 74 $126K
Banque Cantonale Vaudoise 0.00% New 72 $123K
JTC Employer Solutions Trustee Ltd 0.01% New 60 $115K
Migdal Insurance & Financial Holdings Ltd. 0.00% Add +57.5% 63 $107K
Franchise Capital Ltd 0.02% New 58 $99K
Continuum Advisory, LLC 0.01% New 77 $97K
Capital Advisors, Ltd. LLC 0.01% No change 54 $92K
CoreCap Advisors, LLC 0.00% New 52 $89K
EverSource Wealth Advisors, LLC 0.01% Add +5.2% 81 $86K
FinTrust Capital Advisors, LLC 0.02% New 50 $85K
Vestor Capital, LLC 0.01% New 49 $84K
Larson Financial Group LLC 0.01% No change 47 $80K
Principal Securities, Inc. 0.00% Reduce -4.1% 47 $80K
Caption Management, LLC 0.01% New 46 $78K
Signaturefd, LLC 0.00% Reduce -30.2% 44 $75K
Webster Bank, N. A. 0.01% New 40 $68K
Baldwin Wealth Partners LLC 0.00% Add +1800.0% 38 $65K
Avondale Wealth Management 0.04% New 36 $61K
WR Wealth Planners, LLC 0.02% New 35 $60K
HighMark Wealth Management LLC 0.04% No change 34 $58K
Allspring Global Investments Holdings, LLC 0.00% New 34 $58K
Salem Investment Counselors Inc. 0.00% New 32 $55K
FSA Wealth Management LLC 0.02% Add +6.9% 31 $53K
North Star Investment Management Corp. 0.00% No change 30 $51K
Central Bank & Trust Co. 0.01% No change 30 $51K
Lindbrook Capital, LLC 0.00% Reduce -22.2% 28 $48K
Private Trust Co. NA 0.00% Reduce -78.2% 26 $44K
Carolinas Wealth Consulting LLC 0.01% New 25 $43K
TFC Financial Management, Inc. 0.01% No change 25 $43K
Clearstead Advisors, LLC 0.00% New 32 $40K
Tsfg, LLC 0.01% No change 23 $39K
GAMMA Investing LLC 0.01% Add +29.4% 22 $38K
Covestor Ltd 0.02% No change 21 $36K
Rosenberg Matthew Hamilton 0.01% No change 21 $34K
Glass Jacobson Investment Advisors llc 0.01% New 20 $34K
Fairman Group, LLC 0.03% No change 20 $34K
Rise Advisors, LLC 0.02% Add +233.3% 20 $34K
Glen Eagle Advisors, LLC 0.01% No change 19 $32K
St Germain D J Co. Inc. 0.00% New 17 $29K
Harbor Investment Advisory, LLC 0.00% Reduce -85.0% 15 $26K
UMB Bank, n.a. 0.00% No change 15 $26K
First Manhattan Co. Llc. 0.00% New 15 $26K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% No change 14 $24K
Abound Wealth Management 0.01% New 13 $22K
DT Investment Partners, LLC 0.00% New 13 $22K
FSC Wealth Advisors, LLC 0.02% No change 13 $22K
Virtus Fund Advisers, LLC 0.07% New 12 $20K
CVA Family Office, LLC 0.00% No change 11 $19K
AllSquare Wealth Management LLC 0.01% No change 10 $17K
Berkshire Capital Holdings Inc. 0.01% Reduce -99.9% 10 $17K
Hollencrest Capital Management 0.00% Reduce -33.3% 10 $17K
Farther Finance Advisors, LLC 0.00% Add +11.1% 10 $16K
Allworth Financial LP 0.00% Add +12.5% 9 $15K
Fortitude Family Office, LLC 0.01% No change 9 $15K
Oliver Lagore Vanvalin Investment Group 0.00% Reduce -43.8% 9 $15K
Concord Wealth Partners 0.00% New 8 $14K
CarsonAllaria Wealth Management, Ltd. 0.01% Add +300.0% 8 $14K
Colonial Trust Advisors 0.00% New 8 $14K
Semmax Financial Advisors Inc. 0.00% No change 10 $12K
Quantbot Technologies LP 0.00% New 7 $12K
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 0.01% New 6 $10K
Cape Investment Advisory, Inc. 0.00% No change 6 $10K
Creative Financial Designs Inc. 0.00% No change 6 $10K
Gradient Investments LLC 0.00% Add +500.0% 6 $10K
Harel Insurance Investments & Financial Services Ltd. 0.00% Reduce -64.7% 6 $10K
U S Global Investors Inc. 0.00% New 5 $9K
Meeder Asset Management Inc. 0.00% New 5 $9K
Blue Trust, Inc. 0.00% Reduce -28.6% 5 $9K
Credit Agricole S A 0.00% Reduce -95.9% 7 $8K
Castleview Partners, LLC 0.00% New 4 $7K
Arlington Trust Co LLC 0.00% No change 4 $7K
Armstrong Advisory Group, Inc. 0.00% No change 10 $6K
Mather Group, Llc. 0.00% New 10 $6K
Raffa Wealth Management, LLC 0.00% No change 3 $5K
Versant Capital Management, Inc 0.00% No change 3 $5K
CSS LLC 0.00% New 3 $5K
Huntington National Bank 0.00% New 3 $5K
Vima LLC 0.00% No change 14 $4K
Avion Wealth 0.00% No change 2 $4K
Bell Investment Advisors, Inc 0.00% Add +100.0% 2 $3K
REAP Financial Group, LLC 0.00% No change 2 $3K
Bessemer Group Inc. 0.00% No change 2 $3K
Lazard Asset Management LLC 0.00% No change 2 $3K
Roble, Belko & Company, Inc 0.00% New 1 $2K
PEAK6 Investments LLC 0.00% Reduce -100.0% 1 $2K
Private Wealth Management Group, LLC 0.00% No change 1 $2K
Carmichael Hill & Associates, Inc. 0.00% New 1 $2K
Quarry LP 0.00% New 1 $2K
Annis Gardner Whiting Capital Advisors, LLC 0.00% New 1 $2K
AlphaQuest LLC 0.00% New 1 $2K

"% of holder's portfolio" is MSTR's weight in each manager's 13F, not the share of Strategy Inc. the manager owns.