StrategyMSTR

13F holders, Q2 2024 (June 30)
592holders +62
133new positions
67sold out
5famous investors
$1376.79avg. 13F price*

At the end of Q2 2024, 592 institutions reported holding Strategy Inc. (MSTR) in their 13F filings, up 62 from Q1 2024. 133 opened new positions and 67 sold out. The largest holders were Capital International Investors ($2.4B), Vanguard Group Inc. ($2.1B) and BlackRock Inc. ($1.2B). 5 famous investors held it, including Ken Griffin (0.2% of Citadel Advisors's portfolio), Israel Englander (0.1% of Millennium Management's portfolio) and Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio).

Company
Strategy Inc.
Filed as
MICROSTRATEGY INC (Q2 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 → Q2 2024

InstitutionsTotal Value
New Positions133$428.8M
Exits67$196.4M

All 13F filers, Q1 2024 → Q2 2024: 1,130,135 shares bought and 1,713,430 shares sold, net −583,295 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 592 holders

Capital International Investors 0.49% Reduce -3.7% 1,725,525 $2.4B
Vanguard Group Inc. 0.04% Reduce -0.2% 1,550,152 $2.1B
BlackRock Inc. 0.03% Reduce -29.1% 881,077 $1.2B
Morgan Stanley 0.08% Reduce -18.9% 782,111 $1.1B
Susquehanna International Group, LLP 0.93% Add +54.4% 378,136 $520.9M
State Street Corp. 0.02% Reduce -7.2% 310,493 $427.7M
Jane Street Group, LLC 0.45% Add +33.7% 301,676 $415.6M
Geode Capital Management, LLC 0.03% Reduce -23.9% 253,638 $348.7M
Norges Bank 0.03% Add +8.5% 157,890 $217.5M
Northern Trust Corp. 0.03% Add +1.1% 141,500 $194.9M
Goldman Sachs Group Inc. 0.04% Add +75.7% 136,790 $188.4M
Citadel Advisors 0.17% Add +74.3% 119,932 $165.2M
Wolverine Trading, LLC 2.38% Add +2293.7% 105,345 $145.1M
Charles Schwab Investment Management Inc. 0.03% Reduce -22.1% 96,633 $133.1M
Millennium Management 0.10% Add +8837.4% 87,944 $121.1M
IMC-Chicago, LLC 3.40% Reduce -23.2% 77,044 $106.1M
Capital World Investors 0.02% Add +0.5% 71,020 $97.8M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.02% Add +253.8% 59,713 $82.3M
JPMorgan Chase & Co. 0.01% Reduce -1.4% 58,712 $80.9M
Bank of New York Mellon Corp 0.01% Reduce -4.1% 56,257 $77.5M
LPL Financial LLC 0.03% Add +11.7% 49,559 $68.3M
Swiss National Bank 0.04% Add +59.6% 46,600 $64.2M
Graham Capital Management, L.P. 3.63% Add +121.9% 41,805 $57.6M
Invesco Ltd. 0.01% Reduce -42.6% 41,468 $57.1M
HRT Financial LP 0.32% New 41,143 $56.7M
UBS Group AG 0.02% Reduce -14.1% 38,363 $52.8M
Citigroup Inc. 0.05% Add +1.5% 36,614 $50.4M
FMR LLC 0.00% Reduce -88.3% 35,064 $48.3M
Legal & General Group Plc 0.01% Add +106.9% 32,527 $44.8M
Sumitomo Mitsui Trust Group, Inc. 0.03% New 29,157 $40.2M
Nuveen Asset Management, LLC 0.01% Reduce -32.7% 29,154 $40.2M
T. Rowe Price Associates Inc. 0.00% Reduce -68.0% 28,418 $39.1M
Bank of America Corp. 0.00% Reduce -28.8% 28,143 $38.8M
Tidal Investments LLC 0.53% Add +5.7% 28,001 $38.6M
California Public Employees Retirement System 0.03% Add +16.0% 27,643 $38.1M
Group One Trading LLC 1.15% New 26,517 $36.5M
Natixis 0.23% Reduce -12.3% 26,494 $36.5M
California State Teachers Retirement System 0.04% Add +70.8% 25,346 $34.9M
Deutsche Bank AG 0.02% Add +94.3% 24,819 $34.2M
National Pension Service 0.04% New 24,500 $33.7M
Commonwealth Equity Services, LLC 0.05% Add +2.9% 24,321 $33.5M
Wells Fargo & Company 0.01% Reduce -18.0% 23,611 $32.5M
Alpine Global Management, LLC 5.09% New 19,228 $26.5M
Osaic Holdings, Inc. 0.06% Reduce -16.4% 19,176 $26.4M
Horizon Kinetics Asset Management LLC 0.46% Reduce -0.7% 18,836 $25.9M
Rhumbline Advisers 0.02% Reduce -16.9% 18,560 $25.6M
Cantor Fitzgerald, L. P. 4.83% Add +873.7% 17,234 $23.7M
Stifel Financial Corp. 0.02% Add +21.4% 15,808 $21.8M
Centiva Capital, LP 1.06% New 15,756 $21.7M
Barclays PLC 0.01% Reduce -55.8% 15,731 $21.7M
Strong Tower Advisory Services 6.66% Add +3.7% 14,740 $20.3M
State Board of Administration of Florida Retirement System 0.04% Add +545.4% 14,624 $20.1M
Capital Research Global Investors 0.00% No change 14,547 $20.0M
Squarepoint Ops LLC 0.07% Add +161.5% 13,717 $18.9M
Van Eck Associates Corp. 0.03% Reduce -27.9% 13,262 $18.3M
SG Americas Securities, LLC 0.12% Reduce -43.4% 13,218 $18.2M
EULAV Asset Management 0.48% Add +57.3% 12,900 $17.8M
Foundations Investment Advisors, LLC 0.40% Add +4.2% 11,916 $16.4M
Compass Ion Advisors, LLC 2.23% No change 9,152 $15.6M
First Trust Advisors LP 0.02% Reduce -26.7% 10,690 $14.7M
Cambridge Investment Research Advisors, Inc. 0.05% Add +3.6% 10,665 $14.7M
Exchange Traded Concepts, LLC 0.36% Reduce -31.9% 10,147 $14.0M
CTC LLC 1.00% Reduce -53.2% 9,683 $13.3M
Shariaportfolio, Inc. 7.11% Add +25.7% 9,570 $13.2M
Mitsubishi UFJ Asset Management Co., Ltd. 0.02% Add +68250.0% 9,569 $13.2M
HSBC Holdings PLC 0.01% Add +21.9% 9,437 $13.1M
New York State Common Retirement Fund 0.02% Add +50.4% 9,353 $12.9M
Royal Bank of Canada 0.00% Add +22.1% 8,843 $12.2M
Y-Intercept (Hong Kong) Ltd 0.65% New 8,578 $11.8M
State of Wisconsin Investment Board 0.03% Reduce -24.9% 8,348 $11.5M
Amundi 0.00% Add +104.4% 8,676 $11.3M
Neuberger Berman Group LLC 0.01% Reduce -9.2% 8,130 $11.2M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.03% — 7,692 $10.6M
Kapstone Financial Advisors LLC 6.44% Add +2.2% 7,130 $9.8M
Alliancebernstein L.P. 0.00% Reduce -63.5% 7,104 $9.8M
Mitsubishi UFJ Trust & Banking Corp 0.02% New 7,088 $9.8M
Treasurer of the State of North Carolina 0.04% Add +3589.5% 7,010 $9.7M
Aquatic Capital Management LLC 0.35% New 6,800 $9.4M
Creative Planning 0.01% Add +34.5% 6,640 $9.1M
Raymond James & Associates 0.01% Add +0.7% 6,636 $9.1M
Belvedere Trading LLC 0.47% New 6,486 $8.9M
Bank of Montreal 0.00% Reduce -56.3% 5,940 $8.9M
Cetera Investment Advisers 0.02% Add +19.8% 6,256 $8.6M
Danske Bank A/S 0.03% Add +218.1% 6,193 $8.5M
Nomura Holdings Inc. 0.05% Add +359.0% 6,031 $8.3M
ExodusPoint Capital Management, LP 0.09% New 5,980 $8.2M
Public Employees Retirement System of Ohio 0.03% New 5,972 $8.2M
Eschler Asset Management LLP 6.44% Reduce -28.6% 6,000 $8.2M
Ameriprise Financial Inc. 0.00% Reduce -80.3% 5,851 $8.1M
State of New Jersey Common Pension Fund D 0.03% Reduce -32.4% 5,815 $8.0M
Victory Capital Management Inc. 0.01% Reduce -76.6% 5,814 $8.0M
CANADA LIFE ASSURANCE Co 0.01% Add +321.3% 5,788 $8.0M
Pictet Asset Management Holding SA 0.01% Add +200.8% 5,734 $7.9M
Asset Management One Co., Ltd. 0.03% New 5,653 $7.8M
Acorn Financial Advisory Services Inc. 1.44% Add +40.6% 5,614 $7.7M
Tower Research Capital LLC (TRC) 0.13% Add +3200.0% 5,610 $7.7M
Ensign Peak Advisors, Inc 0.01% Add +25.9% 5,586 $7.7M
Kestra Advisory Services, LLC 0.04% Add +7.2% 5,723 $7.7M
Storebrand Asset Management As 0.03% New 5,508 $7.6M
Wealth Enhancement Advisory Services, LLC 0.02% Reduce -20.0% 5,332 $7.3M

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

Show all 592 holders