StrategyMSTR
13F holders, Q4 2024 (December 31)993holders +331
317new positions
59sold out
8famous investors
$289.58avg. 13F price*
At the end of Q4 2024, 993 institutions reported holding Strategy Inc. (MSTR) in their 13F filings, up 331 from Q3 2024. 317 opened new positions and 59 sold out. The largest holders were Vanguard Group Inc. ($4.7B), Capital International Investors ($3.7B) and BlackRock, Inc. ($3.3B). 8 famous investors held it, including Bill Miller (1.9% of Miller Value Partners's portfolio), Ken Griffin (0.1% of Citadel Advisors's portfolio) and Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio).
- Company
- Strategy Inc.
- Filed as
- MICROSTRATEGY INC (Q4 2024)
- Sector
- Technology
- CUSIP
- 594972408
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 317 | $1.9B |
| Exits | 59 | $222.0M |
All 13F filers, Q3 2024 → Q4 2024: 28,763,347 shares bought and 17,423,454 shares sold, net +11,339,893 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 993 holders
| Vanguard Group Inc. | 0.08% | Reduce -6.6% | 16,303,720 | $4.7B |
| Capital International Investors | 0.69% | Reduce -27.9% | 12,643,706 | $3.7B |
| BlackRock, Inc. | 0.07% | Add +18.8% | 11,261,801 | $3.3B |
| Morgan Stanley | 0.11% | Reduce -45.2% | 5,258,141 | $1.5B |
| UBS Group AG | 0.29% | Add +933.1% | 4,469,228 | $1.3B |
| Clear Street Derivatives LLC | 15.76% | Add +211.4% | 4,070,137 | $1.2B |
| State Street Corp. | 0.04% | Add +16.1% | 3,856,651 | $1.1B |
| Cantor Fitzgerald, L. P. | 39.80% | New | 3,580,131 | $1.0B |
| Geode Capital Management, LLC | 0.07% | Add +10.2% | 3,047,625 | $881.5M |
| Bank of Montreal | 0.40% | Add +4817.2% | 2,729,607 | $790.5M |
| National Bank of Canada | 0.68% | Add +8695.4% | 1,815,993 | $525.9M |
| Norges Bank | 0.07% | Add +21.0% | 1,809,201 | $524.0M |
| Jane Street Group, LLC | 0.73% | Add +47.5% | 1,556,156 | $450.7M |
| Northern Trust Corp. | 0.04% | Add +24.4% | 1,076,185 | $311.7M |
| Susquehanna International Group, LLP | 0.46% | Reduce -61.7% | 1,054,513 | $305.4M |
| JPMorgan Chase & Co. | 0.02% | Add +53.0% | 1,011,018 | $292.8M |
| Invesco Ltd. | 0.05% | Add +173.4% | 979,272 | $283.6M |
| Marex Group Ltd | 4.74% | Reduce -37.8% | 960,585 | $278.2M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.05% | Add +25.4% | 802,464 | $232.4M |
| Charles Schwab Investment Management Inc. | 0.04% | Add +14.7% | 761,776 | $220.6M |
| Goldman Sachs Group Inc. | 0.04% | Reduce -10.6% | 744,471 | $215.6M |
| Legal & General Group Plc | 0.06% | Add +7.6% | 729,905 | $211.4M |
| Bank of New York Mellon Corp | 0.04% | Add +18.1% | 690,336 | $199.9M |
| BNP Paribas Financial Markets | 0.15% | Add +146.8% | 664,374 | $192.4M |
| Amundi | 0.07% | Add +262.8% | 570,217 | $189.1M |
| Capital World Investors | 0.03% | Reduce -9.6% | 648,348 | $187.8M |
| Hudson Bay Capital Management LP | 1.28% | Add +746.7% | 611,494 | $177.1M |
| FMR LLC | 0.01% | Add +27.4% | 577,325 | $167.2M |
| LPL Financial LLC | 0.06% | Reduce -1.3% | 521,414 | $151.0M |
| Swiss National Bank | 0.10% | Add +10.4% | 517,000 | $149.7M |
| Bank of America Corp. | 0.01% | Reduce -41.0% | 468,422 | $135.7M |
| PEAK6 LLC | 5.06% | — | 445,504 | $129.0M |
| Citigroup Inc. | 0.12% | Add +22.4% | 442,295 | $128.1M |
| Marathon Trading Investment Management LLC | 20.42% | Add +468.7% | 421,267 | $122.0M |
| Deutsche Bank AG | 0.05% | Add +45.3% | 420,452 | $121.8M |
| First Trust Advisors LP | 0.11% | Add +266.1% | 417,574 | $120.9M |
| Sumitomo Mitsui Trust Group, Inc. | 0.08% | Add +21.0% | 415,098 | $120.2M |
| SG Americas Securities, LLC | 0.52% | Add +49.1% | 411,406 | $119.2M |
| Nuveen Asset Management, LLC | 0.03% | Reduce -0.1% | 399,119 | $115.6M |
| T. Rowe Price Associates Inc. | 0.01% | Add +65.5% | 372,259 | $107.8M |
| Barclays PLC | 0.05% | Add +80.6% | 346,676 | $100.4M |
| IMC-Chicago, LLC | 2.72% | Reduce -47.2% | 344,834 | $99.9M |
| Tidal Investments LLC | 0.79% | Reduce -25.4% | 330,963 | $95.9M |
| Cable Car Capital, LP | 7.03% | New | 317,500 | $92.0M |
| California State Teachers Retirement System | 0.10% | Add +12.7% | 285,785 | $82.8M |
| Simplex Trading, LLC | 2.33% | New | 285,022 | $82.5M |
| Belvedere Trading LLC | 6.24% | Add +2652.3% | 283,265 | $82.0M |
| Capula Management Ltd | 0.54% | New | 275,000 | $79.6M |
| Wells Fargo & Company | 0.02% | Add +2.2% | 270,289 | $78.3M |
| California Public Employees Retirement System | 0.05% | Reduce -3.7% | 264,713 | $76.7M |
| Mirae Asset Securities (usa) Inc. | 3.41% | New | 252,155 | $73.0M |
| Citadel Advisors | 0.07% | Add +11.8% | 250,733 | $72.6M |
| Shaolin Capital Management LLC | 20.38% | Add +1.2% | 250,498 | $72.5M |
| Natixis | 0.48% | Reduce -24.8% | 242,649 | $70.3M |
| Commonwealth Equity Services, LLC | 0.10% | Add +0.8% | 227,245 | $65.8M |
| Stifel Financial Corp. | 0.07% | Add +16.8% | 226,310 | $65.5M |
| National Pension Service | 0.06% | Reduce -11.4% | 217,100 | $62.9M |
| ProShare Advisors LLC | 0.14% | Add +13230.1% | 208,483 | $60.4M |
| Rhumbline Advisers | 0.05% | Add +6.2% | 198,047 | $57.4M |
| HSBC Holdings PLC | 0.03% | Reduce -62.8% | 175,369 | $51.1M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.05% | Add +41.4% | 145,989 | $49.6M |
| Ursa Fund Management, LLC | 8.81% | New | 169,100 | $49.0M |
| Correct Capital Wealth Management | 9.67% | New | 167,673 | $48.6M |
| Horizon Kinetics Asset Management LLC | 0.60% | Reduce -14.3% | 165,315 | $47.9M |
| State Board of Administration of Florida Retirement System | 0.09% | Add +2.9% | 160,470 | $46.5M |
| Strong Tower Advisory Services | 12.11% | Reduce -0.3% | 160,211 | $46.4M |
| Nomura Holdings Inc. | 0.24% | Add +69.3% | 158,920 | $46.0M |
| Victory Capital Management Inc. | 0.04% | Add +145.9% | 142,183 | $41.2M |
| Osaic Holdings, Inc. | 0.09% | Reduce -0.1% | 141,730 | $39.8M |
| Voloridge Investment Management, LLC | 0.14% | Add +1677.4% | 134,494 | $39.0M |
| Walleye Trading LLC | 0.73% | Add +316.1% | 128,834 | $37.3M |
| Aspiring Ventures, LLC | 22.16% | — | 88,488 | $35.1M |
| Elequin Capital, LP | 5.42% | Add +29913.4% | 120,954 | $35.0M |
| Van Eck Associates Corp. | 0.04% | Reduce -22.9% | 119,130 | $34.5M |
| Graham Capital Management, L.P. | 1.68% | New | 117,912 | $34.1M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.07% | Add +4639.1% | 116,866 | $33.9M |
| Royal Bank of Canada | 0.01% | Add +12.1% | 115,459 | $33.4M |
| Wolverine Asset Management LLC | 2.50% | Add +59.5% | 114,562 | $33.2M |
| Weiss Asset Management LP | 1.00% | New | 111,708 | $32.4M |
| Cambridge Investment Research Advisors, Inc. | 0.11% | Add +1.0% | 110,686 | $32.1M |
| Voya Investment Management LLC | 0.04% | Add +186.9% | 108,867 | $31.5M |
| Capital Research Global Investors | 0.01% | Reduce -25.2% | 108,853 | $31.5M |
| Squarepoint Ops LLC | 0.08% | New | 107,494 | $31.1M |
| Quantitative Investment Management, LLC | 2.28% | Reduce -47.3% | 105,175 | $30.5M |
| Storebrand Asset Management As | 0.09% | Add +23.1% | 104,952 | $30.4M |
| Creative Planning | 0.03% | Add +16.3% | 104,442 | $30.2M |
| Foundations Investment Advisors, LLC | 0.58% | Reduce -14.8% | 103,098 | $29.9M |
| State of Wisconsin Investment Board | 0.08% | Add +13.4% | 100,957 | $29.2M |
| Capital Fund Management S.A. | 0.29% | Reduce -35.3% | 100,915 | $29.2M |
| Cetera Investment Advisers | 0.06% | Reduce -15.6% | 100,480 | $29.1M |
| Ensign Peak Advisors, Inc | 0.05% | Add +55.5% | 98,403 | $28.5M |
| Shariaportfolio, Inc. | 13.08% | Reduce -18.4% | 95,315 | $27.6M |
| Aviva PLC | 0.07% | Add +51.2% | 94,953 | $27.5M |
| Raymond James Financial Inc. | 0.01% | — | 92,780 | $26.9M |
| Wolverine Trading, LLC | 0.58% | Add +218.0% | 84,460 | $25.6M |
| EULAV Asset Management | 0.60% | Reduce -37.3% | 86,500 | $25.1M |
| Danske Bank A/S | 0.07% | Add +31.7% | 86,282 | $25.0M |
| Korea Investment CORP | 0.06% | Add +144.8% | 84,416 | $24.4M |
| Kapstone Financial Advisors LLC | 12.83% | Add +0.2% | 70,452 | $24.0M |
| Group One Trading LLC | 0.82% | New | 82,866 | $24.0M |
"% of holder's portfolio" is MSTR's weight in each manager's 13F, not the share of Strategy Inc. the manager owns.