- Quarter end
- 31 Mar 2025
- the date the book describes
- Filed
- 12 Aug 2025
- latest of these filings; the earliest 12 May 2025
- Managers listing it
- 8
- at least, of 95 tracked, among listed positions
- Comparable managers
- 95
- filed both Q4 2024 and Q1 2025; 5 listed it in both
- Shares listed
- 7,769,724
- combined, among listed positions
- Reported value
- $2.2bn
- combined, at the quarter end
Among the 95 comparable managers: 7 buyers (opened or added shares) and 1 seller (trimmed or exited), at least, among listed positions. Their net change in shares is not known from listed positions, because at least one of them lists it in only one of the two quarters.
Managers listing MSTR in Q1 2025
8 of 8 holders
| Action | Filing | |||||
|---|---|---|---|---|---|---|
| Capital Research Global Investors | 2,741,274 | $790m | 0.17% | Added | +2,632,421 | 12 May 2025 (the filing on sec.gov) |
| Citadel Advisors LLC | 1,559,755 | $450m | 0.09% | Added | n.a. | 15 May 2025 (the filing on sec.gov) |
| Invesco Ltd | 1,226,158 | $353m | 0.07% | Added | +246,886 | 12 May 2025 (the filing on sec.gov) |
| Susquehanna International Group LLP | 851,738 | $246m | under 0.1% | Trimmed | -202,775 | 14 May 2025 (the filing on sec.gov) |
| Hudson Bay Capital Management LP | 720,992 | $208m | 0.64% | Added | +109,498 | 14 May 2025 (the filing on sec.gov) |
| Capital World Investors | 652,804 | $188m | under 0.1% | Added | +4,456 | 12 May 2025 (the filing on sec.gov) |
| Moore Capital Management LP | 10,789 | $3.1m | 0.06% | New | new | 12 Aug 2025 (the filing on sec.gov) |
| Bridgewater Associates LP | 6,214 | $1.8m | under 0.1% | New | new | 14 May 2025 (the filing on sec.gov) |
Largest increases and reductions, by shares
Increases
- Capital Research Global Investorsexisting position · 2,741,274 shares now+2,632,421
- Invesco Ltdexisting position · 1,226,158 shares now+246,886
- Hudson Bay Capital Management LPexisting position · 720,992 shares now+109,498
- Moore Capital Management LPnew position · 10,789 shares now+10,789
- Bridgewater Associates LPnew position · 6,214 shares now+6,214
Reductions
- Susquehanna International Group LLPexisting position · 851,738 shares now-202,775
New positions and exits
New (2)
Exited (0)
No exit shown by a manager’s own filing.
Ownership over time
Tracked managers listing it, at least.
| Quarter | Holders | Reported value | Buyers | Sellers |
|---|---|---|---|---|
| Q2 2013 | 1 | $54m | n.a. | n.a. |
| Q3 2013 | 1 | $63m | n.a. | n.a. |
| Q4 2013 | 4 | $92m | n.a. | n.a. |
| Q1 2014 | 3 | $79m | n.a. | n.a. |
| Q2 2014 | 3 | $96m | n.a. | n.a. |
| Q3 2014 | 3 | $77m | n.a. | n.a. |
| Q4 2014 | 3 | $44m | n.a. | n.a. |
| Q1 2015 | 3 | $28m | n.a. | n.a. |
| Q2 2015 | 6 | $33m | n.a. | n.a. |
| Q3 2015 | 12 | $246m | n.a. | n.a. |
| Q4 2015 | 9 | $157m | n.a. | n.a. |
| Q1 2016 | 10 | $159m | n.a. | n.a. |
| Q2 2016 | 9 | $201m | n.a. | n.a. |
| Q3 2016 | 7 | $116m | n.a. | n.a. |
| Q4 2016 | 5 | $160m | n.a. | n.a. |
| Q1 2017 | 6 | $72m | n.a. | n.a. |
| Q2 2017 | 4 | $22m | n.a. | n.a. |
| Q3 2017 | 3 | $6.0m | n.a. | n.a. |
| Q4 2017 | 3 | $1.6m | n.a. | n.a. |
| Q1 2018 | 4 | $33m | n.a. | n.a. |
| Q2 2018 | 3 | $31m | n.a. | n.a. |
| Q3 2018 | 5 | $44m | n.a. | n.a. |
| Q4 2018 | 3 | $24m | n.a. | n.a. |
| Q1 2019 | 4 | $36m | n.a. | n.a. |
| Q2 2019 | 4 | $34m | n.a. | n.a. |
| Q3 2019 | 4 | $28m | n.a. | n.a. |
| Q4 2019 | 5 | $42m | n.a. | n.a. |
| Q1 2020 | 4 | $29m | n.a. | n.a. |
| Q2 2020 | 3 | $19m | n.a. | n.a. |
| Q3 2020 | 3 | $30m | n.a. | n.a. |
| Q4 2020 | 3 | $54m | n.a. | n.a. |
| Q1 2021 | 4 | $36m | n.a. | n.a. |
| Q2 2021 | 3 | $124m | n.a. | n.a. |
| Q3 2021 | 9 | $285m | n.a. | n.a. |
| Q4 2021 | 1 | $320m | n.a. | n.a. |
| Q1 2022 | 2 | $345m | n.a. | n.a. |
| Q2 2022 | 4 | $144m | n.a. | n.a. |
| Q3 2022 | 5 | $174m | n.a. | n.a. |
| Q4 2022 | 2 | $22m | n.a. | n.a. |
| Q1 2023 | 4 | $74m | n.a. | n.a. |
| Q2 2023 | 5 | $145m | n.a. | n.a. |
| Q3 2023 | 3 | $33m | n.a. | n.a. |
| Q4 2023 | 4 | $292m | 2 | 0 |
| Q1 2024 | 9 | $1.6bn | 6 | 3 |
| Q2 2024 | 9 | $1.4bn | 8 | 0 |
| Q3 2024 (split) | 8 | $877m | 2 | 1 |
| Q4 2024 | 7 | $1.5bn | 4 | 3 |
| Q1 2025 | 8 | $2.2bn | 7 | 1 |
| Q2 2025 | 15 | $4.5bn | 14 | 0 |
| Q3 2025 | 11 | $2.6bn | 6 | 5 |
| Q4 2025 | 9 | $3.0bn | 20 | 15 |
| Q1 2026 | 5 | $2.8bn | 17 | 15 |
| Q2 2026 | 5 | $1.7bn | 15 | 12 |
Compare with…
Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.
MSTR and V →MSTR and AXP →MSTR and BAC →Choose a stock to compare with MSTR →
How much of the picture this is
A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.
Which funds own MSTR, latest filings →Back to the 13F Explorer →