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MSTR in the 13F filings

MicroStrategy Inc · CUSIP 594972408

Sector · Other financial servicesTheme · Financial services· L3VLUP-defined
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023
Quarter end
31 Mar 2026
the date the book describes
Filed
27 Oct 2026
latest of these filings; the earliest 12 May 2026
Managers listing it
25
at least, of 95 tracked, among listed positions
Comparable managers
91
filed both Q4 2025 and Q1 2026; 7 listed it in both
Shares listed
27,774,706
combined, among listed positions
Reported value
$3.4bn
combined, at the quarter end

1 line marked †. Value as filed implies a price far from other filers'. Each counts in holders and value as filed, and is left out of the net change in shares.

AllianceBernstein LP. Values in this filing are at the previous quarter end's prices; its share count is the quarter end's.

Among the 91 comparable managers: 17 buyers (opened or added shares) and 15 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was +4,031,493.

Managers listing MSTR in Q1 2026

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q4 2025, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

25 of 25 holders

ActionFiling
Invesco Ltd8,724,357$1.1bn0.11%Added+891,88812 May 2026 (the filing on sec.gov)
Capital Research Global Investors7,615,709$950m0.15%Added+607,17413 May 2026 (the filing on sec.gov)
Capital World Investors4,282,108$534m0.07%Added+1,370,79713 May 2026 (the filing on sec.gov)
Renaissance Technologies LLC† Value as filed implies a price far from other filers'.2,130,881$231m0.36%Added+1,173,54914 May 2026 (the filing on sec.gov)
Susquehanna International Group LLP1,282,636$160munder 0.1%Added+966,77815 May 2026 (the filing on sec.gov)
Citadel Advisors LLC1,219,979$152munder 0.1%Added+505,61815 May 2026 (the filing on sec.gov)
Fidelity (FMR LLC)975,655$122munder 0.1%Added+710,50215 May 2026 (the filing on sec.gov)
T. Rowe Price Associates Inc426,155$53munder 0.1%Added+18,58615 May 2026 (the filing on sec.gov)
Hudson Bay Capital Management LP229,332$29m0.10%Added+140,00013 May 2026 (the filing on sec.gov)
Jane Street Group LLC209,833$26munder 0.1%Trimmed-741,35412 May 2026 (the filing on sec.gov)
AllianceBernstein LP118,334$18munder 0.1%Added+32,17315 May 2026 (the filing on sec.gov)
AQR Capital Management LLC145,933$18munder 0.1%Added+127,41415 May 2026 (the filing on sec.gov)
Man Group PLC104,688$13munder 0.1%Added+79,92515 May 2026 (the filing on sec.gov)
Squarepoint Ops LLC80,427$10munder 0.1%Added+56,73115 May 2026 (the filing on sec.gov)
Point72 Asset Management LP72,431$9.0munder 0.1%Newnew15 May 2026 (the filing on sec.gov)
D. E. Shaw & Co.28,810$3.6munder 0.1%Trimmed-298,23715 May 2026 (the filing on sec.gov)
Janus Henderson Group Ltd25,542$3.2munder 0.1%Trimmed-1,27418 May 2026 (the filing on sec.gov)
Walleye Capital LLC25,341$3.2munder 0.1%Trimmed-58,60213 May 2026 (the filing on sec.gov)
Balyasny Asset Management LLC22,815$2.8munder 0.1%Trimmed-4,24115 May 2026 (the filing on sec.gov)
Wellington Management Group LLP17,495$2.2munder 0.1%Added+7,87415 May 2026 (the filing on sec.gov)
Verition Fund Management LLC13,317$1.7munder 0.1%Trimmed-8,95615 May 2026 (the filing on sec.gov)
Woodline Partners LP10,218$1.3munder 0.1%Added+5,40715 May 2026 (the filing on sec.gov)
Bridgewater Associates LP5,568$695kunder 0.1%Trimmed-4,42615 May 2026 (the filing on sec.gov)
Neuberger Berman Group LLC4,142$517kunder 0.1%Added+1,39727 Oct 2026 (the filing on sec.gov)
Millennium Management LLC3,000$374kunder 0.1%Trimmed-165,78915 May 2026 (the filing on sec.gov)

Largest increases and reductions, by shares

Q4 2025 to Q1 2026, among managers that listed it in both quarters or opened it.

Increases

Reductions

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

New (1)

Exited (7)

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
8 in Q3 2024 to 5 in Q2 2026

Tracked managers listing it, at least.

051015split2014201620182020202220242026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
MSTR by quarter
QuarterHoldersReported valueBuyersSellers
Q2 20131$54mn.a.n.a.
Q3 20131$63mn.a.n.a.
Q4 20134$92mn.a.n.a.
Q1 20143$79mn.a.n.a.
Q2 20143$96mn.a.n.a.
Q3 20143$77mn.a.n.a.
Q4 20143$44mn.a.n.a.
Q1 20153$28mn.a.n.a.
Q2 20156$33mn.a.n.a.
Q3 201512$246mn.a.n.a.
Q4 20159$157mn.a.n.a.
Q1 201610$159mn.a.n.a.
Q2 20169$201mn.a.n.a.
Q3 20167$116mn.a.n.a.
Q4 20165$160mn.a.n.a.
Q1 20176$72mn.a.n.a.
Q2 20174$22mn.a.n.a.
Q3 20173$6.0mn.a.n.a.
Q4 20173$1.6mn.a.n.a.
Q1 20184$33mn.a.n.a.
Q2 20183$31mn.a.n.a.
Q3 20185$44mn.a.n.a.
Q4 20183$24mn.a.n.a.
Q1 20194$36mn.a.n.a.
Q2 20194$34mn.a.n.a.
Q3 20194$28mn.a.n.a.
Q4 20195$42mn.a.n.a.
Q1 20204$29mn.a.n.a.
Q2 20203$19mn.a.n.a.
Q3 20203$30mn.a.n.a.
Q4 20203$54mn.a.n.a.
Q1 20214$36mn.a.n.a.
Q2 20213$124mn.a.n.a.
Q3 20219$285mn.a.n.a.
Q4 20211$320mn.a.n.a.
Q1 20222$345mn.a.n.a.
Q2 20224$144mn.a.n.a.
Q3 20225$174mn.a.n.a.
Q4 20222$22mn.a.n.a.
Q1 20234$74mn.a.n.a.
Q2 20235$145mn.a.n.a.
Q3 20233$33mn.a.n.a.
Q4 20234$292m20
Q1 20249$1.6bn63
Q2 20249$1.4bn80
Q3 2024 (split)8$877m21
Q4 20247$1.5bn43
Q1 20258$2.2bn71
Q2 202515$4.5bn140
Q3 202511$2.6bn65
Q4 20259$3.0bn2015
Q1 20265$2.8bn1715
Q2 20265$1.7bn1512

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 →