- Quarter end
- 30 Jun 2025
- the date the book describes
- Filed
- 27 Oct 2026
- latest of these filings; the earliest 13 Aug 2025
- Managers listing it
- 15
- at least, of 95 tracked, among listed positions
- Comparable managers
- 95
- filed both Q1 2025 and Q2 2025; 6 listed it in both
- Shares listed
- 11,233,728
- combined, among listed positions
- Reported value
- $4.5bn
- combined, at the quarter end
Among the 95 comparable managers: 14 buyers (opened or added shares) and 0 sellers (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 Q2 2025
15 of 15 holders
Largest increases and reductions, by shares
Increases
- Hudson Bay Capital Management LPexisting position · 1,191,358 shares now+470,366
- Capital Research Global Investorsexisting position · 3,147,454 shares now+406,180
- Capital World Investorsexisting position · 1,054,359 shares now+401,555
- Invesco Ltdexisting position · 1,398,098 shares now+171,940
- Brevan Howard Capital Management LPnew position · 75,116 shares now+75,116
Reductions
No reduction among listed positions.
New positions and exits
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 →