Security key
594972AM3
- Security type / class
- Debt / Common Stock
- Total 13F principal
- $750,000
- Total 13F market value
- $1,221,000
- SEC-reported market price (% of par)
- 162.8%
- Principal change
- -$257,250
- Number of holders
- 1
- Value change
- -$8,454,500
- Number of sells
- 2
Report period
Q4 2024
Institutions
1
Top holders
1
594972AM3 full security history
Ownership snapshot
Full 13F holder table
Strategy Inc SEC filings
Strategy Inc company facts
Broader feeds
Ownership snapshot
Top reported holders of 594972AM3 - Strategy Inc - Common Stock (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Comparable stake leader
BlackRock, Inc.
Disclosed value leader
Capital International Inv...
Comparable rows
1/15
Latest evidence
30 Sep 2024
13F
13D/G
3/4/5
Lead comparable stake: 5%
14 rows are not safely comparable across share classes.
13D/G row: BlackRock, Inc.
Showing 1-6 of 15 holder rows.
Quick read
BlackRock, Inc. leads the comparable SEC ownership view at 5%.
1 of 15 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Open SEC evidence
Opens BlackRock, Inc.'s linked filing trail.
Comparable ownership
Top 1
BlackRock, Inc.
5%
Ownership % is shown only when SEC disclosures are safely comparable across share classes.
Detailed SEC evidence table Showing 1-6 of 15 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| BlackRock, Inc. |
13F
13D/G
Company
|
5%
Reported 13D/G
· 31 Dec 2024
|
$1,597,920,686
9,477,584 shares
|
— | 30 Sep 2024 |
| Michael J. Saylor |
3/4/5
Executive Chairman, Director, 10%+ Owner
|
—
mixed-class rows
|
$2,616,734,078
1,962,268 shares
mixed-class rows
|
— | 25 Apr 2024 |
| Capital International Investors |
13F
Company
|
—
denominator unverified
|
$2,955,261,831
17,528,145 shares
|
— | 30 Sep 2024 |
| VANGUARD GROUP INC |
13F
Company
|
—
denominator unverified
|
$2,942,534,156
17,452,753 shares
|
— | 30 Sep 2024 |
| MORGAN STANLEY |
13F
Company
|
—
denominator unverified
|
$1,617,718,767
9,595,008 shares
|
— | 30 Sep 2024 |
| STATE STREET CORP |
13F
Company
|
—
denominator unverified
|
$560,195,587
3,322,631 shares
|
— | 30 Sep 2024 |
How to read this table
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
13F holder rows
Institutional holders as of Q4 2024
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
1
Principal
$750,000
Rows available
1
| Investor | Option | Weight % | Change % | SEC-reported value | * Price (% of par) | Principal | Share Change | Activity | Report Period |
|---|
* SEC-reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that did not pass the local price check.
Compare Q4 2024 vs Q3 2024 Across Filers
Q3 2024 holders
2
Q4 2024 holders
1
Holder diff
-1
| Investor | Q3 2024 Shares | Q4 2024 Shares | Share Diff | Share Chg % | Q3 2024 value | Q4 2024 value | Value change | Value Chg % |
|---|