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NASDAQ · Technology · Holders

Strategy Inc. (MSTR) Institutional Ownership & Insider Trading History

Top MSTR institutional shareholders, filing changes, and Form 4 insider activity with filters for buys, sales, option exercises, gifts, and tax withholding.

Section freshness

Prices as of Sep 28, 4:00 PM EDT · Fundamentals checked Sep 29, 8:36 AM EDT · Statements Jun 30, 2026

Ownership read

MSTR insider transaction activity: Mixed, sale-heavy.

Capital International Investors is the largest institutional holder. 55 sales and 1 purchases appear in the recent Form 4 filings. Use the filters below to separate open-market activity from option exercises, gifts, awards, and tax withholding.

Review insider tradesView institutions

Insider flow

MSTR

Purchases5.00K
Sales450.73K

Directional bars ignore awards, gifts, conversions, and tax withholding rows.

Top holder

34.90M

Capital International Investors

Insider transaction activity

Mixed, sale-heavy

$113.65M sold / $779.4K bought

Observations shown

130

10 holder / 120 insider

Holder rows
10
Yahoo Finance · Filing dates shown per row
Increased / initiated
8
2 decreased · provider-reported changes
Insider rows
120
Yahoo Finance · Filing dates shown per row

Ownership concentration and transaction activity

Top 10 reported holders
34.59% outstanding
Changes with share-count history
Prior-position data unavailable
New / exited positions
0 / 0 explicitly reported
Largest increase with share-count history
Prior share counts unavailable

Reported-holder cohort only; absence from a limited provider list does not establish an exit. Changes are provider-reported and are only comparable quarter over quarter when the position periods match.

Net shares sold: 445,729

Sale-code S shares minus purchase-code P shares in this sample. Includes disclosed plans and unknown plan status; excludes grants, gifts, exercises and withholding. This is activity, not sentiment.

  • Conversion / exercise: 37
  • Purchase / sale; plan unknown: 56
  • Other / unclassified: 25
  • Gift: 2

Top 10 institutional holders

Strategy Inc. (MSTR) institutional ownership

Ranked by reported share count, with position changes and separate position and filing dates where ownership data supplies them.

Strategy Inc. (MSTR) institutional ownership
#Institution% heldSharesChange %Position / filing date
1
Capital International Investors
9.57%34.90M+11.01%Position as of Jun 30, 2026Filing date unknown
2
Blackrock Inc.
5.32%19.39M+9.24%Position as of Jun 30, 2026Filing date unknown
3
Vanguard Portfolio Management LLC
4.21%15.35M+4.15%Position as of Jun 30, 2026Filing date unknown
4
Vanguard Capital Management LLC
4.10%14.94M+6.12%Position as of Jun 30, 2026Filing date unknown
5
Invesco Ltd.
2.56%9.34M+7.06%Position as of Jun 30, 2026Filing date unknown
6
Morgan Stanley
2.56%9.33M+0.48%Position as of Jun 30, 2026Filing date unknown
7
State Street Corporation
2.06%7.53M+7.22%Position as of Jun 30, 2026Filing date unknown
8
Goldman Sachs Group Inc
1.59%5.81M+225.20%Position as of Jun 30, 2026Filing date unknown
9
UBS Group AG
1.36%4.94M-21.67%Position as of Jun 30, 2026Filing date unknown
10
Geode Capital Management, LLC
1.26%4.61M-1.05%Position as of Jun 30, 2026Filing date unknown
Showing 10 of 10 matching institutional rows.

Recent insider transactions

Strategy Inc. (MSTR) Form 4 filings

Action codes are translated so open-market buys and sales are separate from awards, gifts, conversions, and tax withholding.

Strategy Inc. (MSTR) Form 4 insider transactions
#Insider% companyActionSharesTransaction date
1
PATTEN JARROD MICHAEL
Director
<0.01%Conversion of Exercise of derivative securityProvider-supplied Form 4 action code. Review the original filing before making a trading judgment.
Transaction context
Classification:
Conversion / exercise
10b5-1:
Unknown; not supplied by provider
Holdings after:
Not reported
Position sold:
Not calculable
Filed:
Not reported

Position sold = shares sold ÷ (shares sold + holdings after). Separate accounts or security classes may not represent total beneficial ownership.

475Sep 22, 2026
2
PATTEN JARROD MICHAEL
Director
<0.01%SaleOpen-market or direct sale reported on Form 4.
Transaction context
Classification:
Purchase / sale; plan unknown
10b5-1:
Unknown; not supplied by provider
Holdings after:
Not reported
Position sold:
Not calculable
Filed:
Not reported

Position sold = shares sold ÷ (shares sold + holdings after). Separate accounts or security classes may not represent total beneficial ownership.

475Sep 22, 2026
3
PATTEN JARROD MICHAEL
Director
<0.01%Conversion of Exercise of derivative securityProvider-supplied Form 4 action code. Review the original filing before making a trading judgment.
Transaction context
Classification:
Conversion / exercise
10b5-1:
Unknown; not supplied by provider
Holdings after:
Not reported
Position sold:
Not calculable
Filed:
Not reported

Position sold = shares sold ÷ (shares sold + holdings after). Separate accounts or security classes may not represent total beneficial ownership.

1.43KSep 21, 2026
4
PATTEN JARROD MICHAEL
Director
<0.01%SaleOpen-market or direct sale reported on Form 4.
Transaction context
Classification:
Purchase / sale; plan unknown
10b5-1:
Unknown; not supplied by provider
Holdings after:
Not reported
Position sold:
Not calculable
Filed:
Not reported

Position sold = shares sold ÷ (shares sold + holdings after). Separate accounts or security classes may not represent total beneficial ownership.

1.43KSep 21, 2026
5
PATTEN JARROD MICHAEL
Director
<0.01%Conversion of Exercise of derivative securityProvider-supplied Form 4 action code. Review the original filing before making a trading judgment.
Transaction context
Classification:
Conversion / exercise
10b5-1:
Unknown; not supplied by provider
Holdings after:
Not reported
Position sold:
Not calculable
Filed:
Not reported

Position sold = shares sold ÷ (shares sold + holdings after). Separate accounts or security classes may not represent total beneficial ownership.

1.85KAug 27, 2026
6
PATTEN JARROD MICHAEL
Director
<0.01%SaleOpen-market or direct sale reported on Form 4.
Transaction context
Classification:
Purchase / sale; plan unknown
10b5-1:
Unknown; not supplied by provider
Holdings after:
Not reported
Position sold:
Not calculable
Filed:
Not reported

Position sold = shares sold ÷ (shares sold + holdings after). Separate accounts or security classes may not represent total beneficial ownership.

1.85KAug 27, 2026
7
PATTEN JARROD MICHAEL
Director
<0.01%Conversion of Exercise of derivative securityProvider-supplied Form 4 action code. Review the original filing before making a trading judgment.
Transaction context
Classification:
Conversion / exercise
10b5-1:
Unknown; not supplied by provider
Holdings after:
Not reported
Position sold:
Not calculable
Filed:
Not reported

Position sold = shares sold ÷ (shares sold + holdings after). Separate accounts or security classes may not represent total beneficial ownership.

3.70KAug 25, 2026
8
PATTEN JARROD MICHAEL
Director
<0.01%SaleOpen-market or direct sale reported on Form 4.
Transaction context
Classification:
Purchase / sale; plan unknown
10b5-1:
Unknown; not supplied by provider
Holdings after:
Not reported
Position sold:
Not calculable
Filed:
Not reported

Position sold = shares sold ÷ (shares sold + holdings after). Separate accounts or security classes may not represent total beneficial ownership.

3.70KAug 25, 2026
9
PATTEN JARROD MICHAEL
Director
<0.01%Conversion of Exercise of derivative securityProvider-supplied Form 4 action code. Review the original filing before making a trading judgment.
Transaction context
Classification:
Conversion / exercise
10b5-1:
Unknown; not supplied by provider
Holdings after:
Not reported
Position sold:
Not calculable
Filed:
Not reported

Position sold = shares sold ÷ (shares sold + holdings after). Separate accounts or security classes may not represent total beneficial ownership.

3.80KAug 7, 2026
10
PATTEN JARROD MICHAEL
Director
<0.01%SaleOpen-market or direct sale reported on Form 4.
Transaction context
Classification:
Purchase / sale; plan unknown
10b5-1:
Unknown; not supplied by provider
Holdings after:
Not reported
Position sold:
Not calculable
Filed:
Not reported

Position sold = shares sold ÷ (shares sold + holdings after). Separate accounts or security classes may not represent total beneficial ownership.

3.80KAug 7, 2026
11
PATTEN JARROD MICHAEL
Director
<0.01%Conversion of Exercise of derivative securityProvider-supplied Form 4 action code. Review the original filing before making a trading judgment.
Transaction context
Classification:
Conversion / exercise
10b5-1:
Unknown; not supplied by provider
Holdings after:
Not reported
Position sold:
Not calculable
Filed:
Not reported

Position sold = shares sold ÷ (shares sold + holdings after). Separate accounts or security classes may not represent total beneficial ownership.

3.90KJul 27, 2026
12
PATTEN JARROD MICHAEL
Director
<0.01%SaleOpen-market or direct sale reported on Form 4.
Transaction context
Classification:
Purchase / sale; plan unknown
10b5-1:
Unknown; not supplied by provider
Holdings after:
Not reported
Position sold:
Not calculable
Filed:
Not reported

Position sold = shares sold ÷ (shares sold + holdings after). Separate accounts or security classes may not represent total beneficial ownership.

3.90KJul 27, 2026
Showing 12 of 120 matching Form 4 rows. Percent of company uses current shares outstanding.

Frequently asked

Common questions.

Who are the largest MSTR shareholders?

Capital International Investors is the largest reported institutional holder of MSTR, with 34.90 million shares, or about 9.57% of shares outstanding.

What does the institutional filing activity show for MSTR?

Strategy Inc. has 10 institutional rows on file: 8 increased or initiated positions and 2 reduced them.

What insider transactions are available for MSTR?

TECHi shows 120 dated MSTR insider transactions through Sep 22, 2026, with transaction types kept separate so administrative actions are not presented as open-market trades.

Are MSTR insiders buying or selling?

The displayed MSTR activity reads Mixed, sale-heavy: 55 sales and 1 purchases. Other transaction types remain separate.

Who is the most active reported MSTR insider?

LE PHONG QUOC has the largest absolute share movement in the displayed MSTR filing rows, totaling 344,661 shares. The action labels provide the transaction context.

All data sources

Search the dated figures used for this view. Each entry identifies its units, reporting period and calculation status.

How to use this page

Use this to check who owns the float and whether insiders are active.

Best for Institutional concentration, insider transaction pattern, and float context.

Weak when Filings are delayed or transactions are administrative rather than economic.

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