BOT — MICROSTRATEGY INC
Reported value held$469.22M
Funds holding (latest)24
Sector—
Funds holding (Q2 2026)8
Institutional value$7.06M · 177.61K sh
New / Add / Cut / Exit8 / 0 / 0 / 0
Top-5 / Top-10 concentration98.2% / 100.0%
As of Q2 2026, 8 SEC-registered investment managers reported holding BOT (MICROSTRATEGY INC) in their latest 13F filings, with a combined reported value of $7.06M across 177.61K shares. Ownership is concentrated: the five largest holders account for 98.2% of reported value and the top ten for 100.0%.
Compared with the prior quarter, 8 opened new positions. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
Q2 2026 — 8 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Citadel Advisors history | 91.80K | $3.65M | 0.00% | New |
| UBS Group AG history | 38.96K | $1.55M | 0.00% | New |
| Millennium Management history | 18.13K | $720.67K | 0.00% | New |
| Point72 Asset Management history | 15.00K | $596.25K | 0.00% | New |
| Geode Capital Management history | 10.39K | $412.96K | 0.00% | New |
| Morgan Stanley history | 1.56K | $61.97K | 0.00% | New |
| Citigroup Inc history | 1.08K | $42.77K | 0.00% | New |
| JPMorgan Chase & Co history | 700 | $23.30K | 0.00% | New |
Q3 2025 — 1 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Marshall Wace history | 8.50M | $19.06M | 0.02% | Hold |
Q2 2025 — 13 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Point72 Asset Management history | 28.50M | $53.80M | 0.11% | Add |
| Elliott Investment Management history | 16.00M | $44.50M | 0.25% | Hold |
| Marshall Wace history | 8.50M | $23.64M | 0.03% | Hold |
| D. E. Shaw & Co history | 9.00M | $19.34M | 0.01% | New |
| Fidelity Management & Research (FMR) history | 7.80M | $14.70M | 0.00% | Hold |
| BlackRock Inc history | 5.83M | $10.98M | 0.00% | Reduce |
| Millennium Management history | 3.75M | $10.46M | 0.01% | Reduce |
| JPMorgan Chase & Co history | 3.06M | $5.76M | 0.00% | Add |
| Franklin Resources history | 2.19M | $4.15M | 0.00% | Reduce |
| Bank of America Corp history | 1.37M | $3.81M | 0.00% | Reduce |
| Morgan Stanley history | 582.00K | $1.25M | 0.00% | Reduce |
| BNY Mellon history | 100.00K | $205.16K | 0.00% | Hold |
| Goldman Sachs Group history | 66.00K | $124.38K | 0.00% | Reduce |
Q1 2025 — 13 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Elliott Investment Management history | 16.00M | $32.75M | 0.22% | Add |
| Point72 Asset Management history | 15.50M | $21.90M | 0.05% | Reduce |
| Millennium Management history | 10.00M | $20.38M | 0.01% | Reduce |
| Marshall Wace history | 8.50M | $17.36M | 0.02% | New |
| Fidelity Management & Research (FMR) history | 7.80M | $10.99M | 0.00% | Reduce |
| Bank of America Corp history | 7.45M | $10.51M | 0.00% | Add |
| BlackRock Inc history | 6.42M | $9.06M | 0.00% | Reduce |
| Morgan Stanley history | 6.42M | $9.04M | 0.00% | Reduce |
| Franklin Resources history | 4.57M | $6.46M | 0.00% | New |
| Citigroup Inc history | 2.94M | $4.14M | 0.00% | Add |
| Goldman Sachs Group history | 2.32M | $3.28M | 0.00% | New |
| JPMorgan Chase & Co history | 5.00K | $1.44M | 0.00% | Reduce |
| BNY Mellon history | 100.00K | $205.91K | 0.00% | Reduce |
Q4 2024 — 13 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Balyasny Asset Management history | 62.50M | $129.50M | 0.20% | Add |
| Millennium Management history | 50.09M | $103.70M | 0.05% | Reduce |
| Fidelity Management & Research (FMR) history | 26.34M | $54.27M | 0.00% | Add |
| Point72 Asset Management history | 23.01M | $47.69M | 0.11% | Add |
| Elliott Investment Management history | 15.00M | $31.04M | 0.19% | Add |
| BlackRock Inc history | 10.38M | $21.37M | 0.00% | Add |
| Morgan Stanley history | 7.93M | $16.35M | 0.00% | Reduce |
| Invesco Ltd history | 4.40M | $9.07M | 0.00% | Reduce |
| JPMorgan Chase & Co history | 12.50K | $3.62M | 0.00% | Add |
| BNY Mellon history | 300.00K | $621.45K | 0.00% | Reduce |
| Bank of America Corp history | 2.20K | $4.53K | 0.00% | Reduce |
| Citigroup Inc history | 2.00K | $4.12K | 0.00% | New |
| UBS Group AG history | 1.50K | $3.09K | 0.00% | Hold |
Q3 2024 — 14 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Millennium Management history | 100.70M | $137.63M | 0.07% | Add |
| Balyasny Asset Management history | 50.00M | $68.43M | 0.12% | Add |
| Morgan Stanley history | 22.79M | $31.04M | 0.00% | Add |
| Citadel Advisors history | 15.00M | $20.48M | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 12.67M | $17.26M | 0.00% | Reduce |
| BlackRock Inc history | 8.80M | $11.99M | 0.00% | New |
| Deutsche Bank AG history | 8.24M | $11.23M | 0.01% | New |
| Invesco Ltd history | 6.50M | $8.85M | 0.00% | Reduce |
| Elliott Investment Management history | 5.00M | $6.86M | 0.04% | Hold |
| Bank of America Corp history | 4.99M | $6.80M | 0.00% | Add |
| Point72 Asset Management history | 2.50M | $3.42M | 0.01% | Reduce |
| BNY Mellon history | 400.00K | $546.87K | 0.00% | Hold |
| JPMorgan Chase & Co history | 2.00K | $337.20K | 0.00% | Reduce |
| UBS Group AG history | 1.50K | $2.04K | 0.00% | Add |
New Positions (Q2 2026)
- Citadel Advisors 91.80K sh · $3.65M
- UBS Group AG 38.96K sh · $1.55M
- Millennium Management 18.13K sh · $720.67K
- Point72 Asset Management 15.00K sh · $596.25K
- Geode Capital Management 10.39K sh · $412.96K
- Morgan Stanley 1.56K sh · $61.97K
- Citigroup Inc 1.08K sh · $42.77K
- JPMorgan Chase & Co 700 sh · $23.30K
Fully Exited (vs previous quarter)
No tracked fund fully exited this quarter.
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q2 2026 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 | Q1 2022 | Q4 2021 | Q3 2021 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Citadel Advisors | 91.80K | — | — | — | — | 15.00M | 43.00M | 32.13M | 34.22M | — | — | — | — | — | — | 7.50M | — | — |
| UBS Group AG | 38.96K | — | — | — | 1.50K | 1.50K | 1.00K | — | — | — | — | — | — | — | — | — | — | — |
| Millennium Management | 18.13K | — | 3.75M | 10.00M | 50.09M | 100.70M | 58.80M | 38.80M | 10.00M | — | — | — | — | — | — | — | — | — |
| Point72 Asset Management | 15.00K | — | 28.50M | 15.50M | 23.01M | 2.50M | 20.00M | 25.50M | 11.00M | 5.00M | 8.00M | 8.00M | 10.00M | 10.00M | 10.00M | 10.00M | — | — |
| Geode Capital Management | 10.39K | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| Morgan Stanley | 1.56K | — | 582.00K | 6.42M | 7.93M | 22.79M | 13.33M | 250.00K | 2.40M | 2.70M | 2.00M | 2.00M | 2.00M | 4.00M | 5.89M | 9.89M | — | — |
| Citigroup Inc | 1.08K | — | — | 2.94M | 2.00K | — | 11.70M | 49.00K | — | 2.18M | 896.00K | — | — | 200.00K | 350.00K | — | — | — |
| JPMorgan Chase & Co | 700 | — | 3.06M | 5.00K | 12.50K | 2.00K | 342.00K | 3.10K | 496.00K | 496.00K | 496.00K | 3.00K | 400 | 400 | 400 | 411.00K | — | 800 |
| Marshall Wace | — | 8.50M | 8.50M | 8.50M | — | — | 13.00M | 13.00M | 30.00M | 20.50M | 17.00M | 10.00M | 10.00M | 10.00M | 10.00M | 11.00M | — | — |
| BlackRock Inc | — | — | 5.83M | 6.42M | 10.38M | 8.80M | — | — | — | — | — | — | — | — | — | — | — | — |
| Fidelity Management & Research (FMR) | — | — | 7.80M | 7.80M | 26.34M | 12.67M | 12.92M | 13.72M | 6.00M | 106.59M | 117.66M | 11.40M | — | — | — | 244.00K | 244.00K | — |
| Goldman Sachs Group | — | — | 66.00K | 2.32M | — | — | — | — | 1.40M | 8.00M | — | — | — | 1.50M | — | — | — | — |
| Soros Fund Management | — | — | — | — | — | — | — | 90.00M | 31.29M | 94.48M | 98.73M | 98.73M | 98.73M | 98.73M | 98.73M | 58.64M | 16.74M | — |
| Deutsche Bank AG | — | — | — | — | — | 8.24M | — | 5.00M | 6.58M | 3.00M | 3.00M | 2.75M | 2.75M | 2.75M | 2.75M | 1.25M | — | — |
| Two Sigma Investments | — | — | — | — | — | — | — | — | — | — | 2.07M | 3.57M | 1.57M | — | — | — | — | — |
| Balyasny Asset Management | — | — | — | — | 62.50M | 50.00M | 17.50M | 27.50M | — | — | — | — | — | — | 3.21M | — | — | — |
| Bank of America Corp | — | — | 1.37M | 7.45M | 2.20K | 4.99M | 42.00K | 10.26M | 1.41M | 12.00K | — | — | 16.00M | 4.29M | 16.01M | 15.26M | — | — |
| BNY Mellon | — | — | 100.00K | 100.00K | 300.00K | 400.00K | 400.00K | 400.00K | 400.00K | 300.00K | — | — | 400.00K | 400.00K | 400.00K | 650.00K | — | — |
| D. E. Shaw & Co | — | — | 9.00M | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| Elliott Investment Management | — | — | 16.00M | 16.00M | 15.00M | 5.00M | 5.00M | 5.00M | 5.00M | 5.00M | 5.00M | 5.00M | 5.00M | 5.00M | 5.00M | 5.00M | 12.00M | — |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
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