Citigroup
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Citigroup’s Strategy Inc MSTR Stock Holding History

Citigroup’s Portfolio MSTR Stock Details MSTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.12M Sell
25,000
-221,700
-90% -$31.7M ﹤0.01% 2338
2025
Q4 		$37.5M Buy
246,700
+235,700
+2,143% +$54.3M 0.02% 762
2025
Q3 		$3.54M Sell
11,000
-26,100
-70% -$9.68M ﹤0.01% 2220
2025
Q2 		$15M Buy
37,100
+10,100
+37% +$3.68M 0.01% 1133
2025
Q1 		$7.78M Buy
27,000
+20,000
+286% +$6.35M ﹤0.01% 1554
2024
Q4 		$2.03M Buy
+7,000
New +$2.11M ﹤0.01% 2806
2024
Q3 		– Sell
-145,000
Closed -$20M – 5758
2024
Q2 		$20M Buy
145,000
+79,000
+120% +$11.4M 0.01% 889
2024
Q1 		$11.3M Sell
66,000
-75,000
-53% -$6.84M 0.01% 1182
2023
Q4 		$8.91M Buy
+141,000
New +$6.68M 0.01% 1272
2018
Q4 		– Sell
-2,000
Closed -$28K – 7776
2018
Q3 		$28K Hold
2,000
– – ﹤0.01% 6921
2018
Q2 		$26K Hold
2,000
– – ﹤0.01% 6785
2018
Q1 		$26K Buy
2,000
+1,000
+100% +$13.5K ﹤0.01% 6595
2017
Q4 		$13K Buy
+1,000
New +$13.4K ﹤0.01% 6924
2017
Q3 		– Sell
-133,000
Closed -$2.55M – 7365
2017
Q2 		$2.55M Buy
+133,000
New +$2.47M ﹤0.01% 2345
2013
Q4 		– Sell
-300,000
Closed -$3.11M – 7085
2013
Q3 		$3.11M Buy
+300,000
New +$2.92M ﹤0.01% 2150

Other funds holding MSTR

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Citigroup's MSTR Position: Q1 2026 in Review

Citigroup increased its Strategy Inc (MSTR) stake by 43% in Q1 2026, buying an estimated $30.9M and bringing the position to 723,016 shares worth $90.2M. The position accounts for 0.04% of the portfolio, ranked #437.

Citigroup first reported a position in MSTR in Q2 2013 and has held it in 52 quarters since. The position peaked at $128M in Q4 2024. 937 funds tracked by Wall St. Rank hold MSTR as of Q1 2026.

  • Citigroup held 723,016 shares of Strategy Inc worth $90.2M as of Q1 2026.
  • Citigroup bought 216,189 Strategy Inc shares in Q1 2026, an estimated $30.9M.
  • Strategy Inc made up 0.04% of Citigroup's portfolio in Q1 2026, its #437 holding.
  • Citigroup first reported a position in Strategy Inc in Q2 2013 and has held it in 52 quarters since.
  • Citigroup's Strategy Inc position peaked at $128M in Q4 2024.
  • 937 funds tracked by Wall St. Rank held Strategy Inc as of Q1 2026.

Based on Citigroup's 13F filing for Q1 2026, filed 11 May 2026.