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$MSTR

Institutional Holdings

50

Top Institutions

Top Institutions

1

Capital International Investors

31,441,761 shares

0.92%

% of Portfolio

2

Renaissance Technologies

2,130,881 shares

0.36%

% of Portfolio

3

UBS Group

6,311,364 shares

0.12%

% of Portfolio

4

SG Americas Securities

558,805 shares

0.08%

% of Portfolio

5

Morgan Stanley

9,286,014 shares

0.07%

% of Portfolio

6

Capital World Investors

4,282,108 shares

0.07%

% of Portfolio

7

Larry Fink - BlackRock

17,753,885 shares

0.04%

% of Portfolio

8

Geode Capital Management

4,655,865 shares

0.04%

% of Portfolio

9

Invesco

2,131,891 shares

0.04%

% of Portfolio

10

Legal & General

1,372,447 shares

0.04%

% of Portfolio

11

Canada Pension Plan Investment Board

521,186 shares

0.04%

% of Portfolio

12

State Street Corp

7,020,926 shares

0.03%

% of Portfolio

13

Northern Trust Corp

1,762,014 shares

0.03%

% of Portfolio

14

David Solomon - Goldman Sachs

1,786,662 shares

0.03%

% of Portfolio

15

Charles Schwab

1,556,608 shares

0.03%

% of Portfolio

16

CalPERS

388,298 shares

0.03%

% of Portfolio

17

Jan van Eck - VanEck

301,427 shares

0.03%

% of Portfolio

18

Jane Street Group

209,833 shares

0.00%

% of Portfolio

19

Nuveen

577,281 shares

0.02%

% of Portfolio

20

Ken Griffin - Citadel Advisors

1,219,979 shares

0.02%

% of Portfolio

21

BNP Paribas

207,019 shares

0.01%

% of Portfolio

22

Steve Cohen - Point72 Asset Management

72,431 shares

0.01%

% of Portfolio

23

Mitsubishi Ufj Asset Management Co., Ltd.

307,183 shares

0.03%

% of Portfolio

24

Robeco Institutional Asset Management

120,464 shares

0.02%

% of Portfolio

25

T. Rowe Price

426,155 shares

0.01%

% of Portfolio

26

AllianceBernstein (AB)

118,334 shares

0.01%

% of Portfolio

27

Cliff Asness - AQR Capital Management

145,933 shares

0.01%

% of Portfolio

28

Dmitry Balyasny - Balyasny Asset Management

22,815 shares

NaN%

% of Portfolio

29

Ensign Peak Advisors

15,100 shares

NaN%

% of Portfolio

30

David E. Shaw - D.E. Shaw & Co.

28,810 shares

NaN%

% of Portfolio

31

Voya Investment Mgmt

11,311 shares

NaN%

% of Portfolio

32

Janus Henderson Group

25,542 shares

NaN%

% of Portfolio

33

PNC Financial Services

12,665 shares

NaN%

% of Portfolio

34

Franklin Resources

20,227 shares

NaN%

% of Portfolio

35

Mike Hankin - Brown Advisory INC

2,129 shares

NaN%

% of Portfolio

36

Lazard Asset Management

2,082 shares

NaN%

% of Portfolio

37

Wellington Management

17,495 shares

NaN%

% of Portfolio

38

Neuberger Berman

4,142 shares

NaN%

% of Portfolio

39

Israel Englander - Millennium Management

3,000 shares

NaN%

% of Portfolio

40

Fidelity International (FIL)

0 shares

0.00%

% of Portfolio

41

Two Sigma Investments

0 shares

0.00%

% of Portfolio

42

Natixis

615,199 shares

0.27%

% of Portfolio

43

Jefferies Group

140,751 shares

0.12%

% of Portfolio

44

Nomura Holdings INC

147,884 shares

0.05%

% of Portfolio

45

Murray Stahl - Horizon Kinetics

139,253 shares

0.19%

% of Portfolio

46

Verition Fund Management LLC

13,317 shares

0.01%

% of Portfolio

47

Macquarie Group LTD

17,908 shares

0.01%

% of Portfolio

48

Ray Dalio - Bridgewater Associates

5,568 shares

NaN%

% of Portfolio

49

PSP Investments

0 shares

0.00%

% of Portfolio

50

Paul Tudor Jones - Tudor Investment Corp

0 shares

0.00%

% of Portfolio

Institutional InsightPRO

Scale Distribution

MEGA

41%

LARGE

32%

MEDIUM

23%

SMALL

4%

Geographic Distribution

North America
71%
Europe
22%
Asia Pacific
8%
Other
5%

Institutional Activity

Buyers

56

Sellers

27

Holders

68

New

22

Exited

9

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Insider TradingPRO

Trading Statistics

Insider Buyers

19

Insider Sellers

27

Purchase Value

$21.8M

Role Distribution

CEO
26%
CFO
15%
Director
30%
VP
12%
Other
5%
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RatingPRO

81

A-

Overall Score

Strong institutional support with positive momentum

Rating Dimensions

Institutional Ownership
76
Recent Activity
82
Concentration
83
Momentum
79
Stability
84

Recent Actions

New

11

Increased

27

Decreased

11

Exited

4

Total

40

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