Strategy Inc
MSTR- Exchange
- Nasdaq
- Industry
- Finance Services
- SEC CIK
- 0001050446
In the last 90 days, Strategy Inc insiders filed 0 open-market purchases and 8 sales; 859 institutions reported holding it in 13F filings for Q2 2026, worth $18.2B in total; no superinvestor holds it.
Holders of 5% or more of MSTR
Holders whose latest Schedule 13D or 13G filing reports 5% or more of Strategy Inc, largest stake first. The change is against the holder's previous filing.
| Holder | Latest form | Stake | Change | First filed | Latest filing | Filing |
|---|---|---|---|---|---|---|
| Capital International Investors | 13G/A | 10.10%31.6M shares | +2.30 ppfrom 7.80% | Jul 9, 20217 filings | May 14, 2026 | SEC |
| BlackRock, Inc. | 13G/A | 5.80%14.2M shares | – | Apr 17, 20251 filing | Apr 17, 2025 | SEC |
| Vanguard Capital Management LLC | 13G | 5.34%16.8M shares | New | Apr 30, 20261 filing | Apr 30, 2026 | SEC |
| BlackRock, Inc. | 13G/A | 5.00%11.3M shares | – | Oct 22, 20243 filings | Feb 6, 2025 | SEC |
Stakes are as of each holder's latest filing. Holders whose last filing was in the old format (before December 18, 2024) have no stake on record and are not listed, and after an acquisition or delisting holders usually stop filing.
13D and 13G filings
61 Schedule 13D and 13G filings on Strategy Inc, newest first, including old-format filings without a stake.
| Filed (ET) | Filer | Form | Stake | Change | Event date | Filing |
|---|---|---|---|---|---|---|
| May 14, 202612:52 PM ET | Capital International Investors | 13G/A | 10.10%31.6M shares | +2.30 ppfrom 7.80% | Mar 31, 2026 | SEC |
| May 11, 20264:44 PM ET | Jane Street Group, LLCand 4 others | 13G/A | 4.00%13.1M shares | −3.30 ppfrom 7.30%Below 5% | Mar 31, 2026 | SEC |
| Apr 30, 20262:08 PM ET | Vanguard Capital Management LLC | 13G | 5.34%16.8M shares | New | Mar 31, 2026 | SEC |
| Mar 27, 20261:16 PM ET | Vanguard Group Inc | 13G/A | 0.00%0 shares | −8.98 ppfrom 8.98%Below 5% | Mar 13, 2026 | SEC |
| Feb 13, 20264:29 PM ET | Capital International Investors | 13G/A | 7.80%20.9M shares | +2.20 ppfrom 5.60% | Dec 31, 2025 | SEC |
| Feb 11, 20264:58 PM ET | Jane Street Group, LLCand 4 others | 13G/A | 7.30%19.5M shares | +1.00 ppfrom 6.30% | Dec 31, 2025 | SEC |
| Jan 30, 20262:46 PM ET | Vanguard Group Inc | 13G/A | 8.98%24.1M shares | +1.85 ppfrom 7.13% | Dec 31, 2025 | SEC |
| Nov 13, 20258:06 PM ET | Jane Street Group, LLCand 4 others | 13G | 6.30%16.8M shares | +1.60 ppfrom 4.70% | Sep 30, 2025 | SEC |
| Nov 13, 20255:45 PM ET | Susquehanna Securities, LLCand 5 others | 13G/A | 4.80%12.9M shares | −0.30 ppfrom 5.10%Below 5% | Sep 30, 2025 | SEC |
| Aug 14, 202510:31 AM ET | Susquehanna Securities, LLCand 5 others | 13G | 5.10%13.2M shares | +0.30 ppfrom 4.80% | Jun 30, 2025 | SEC |
| Jul 29, 20251:54 PM ET | Vanguard Group Inc | 13G/A | 7.13%18.5M shares | −1.42 ppfrom 8.55% | Jun 30, 2025 | SEC |
| May 15, 202512:06 PM ET | Susquehanna Securities, LLCand 5 others | 13G/A | 4.80%11.6M shares | −0.30 ppfrom 5.10%Below 5% | Mar 31, 2025 | SEC |
| May 13, 202510:18 AM ET | Jane Street Group, LLCand 4 others | 13G/A | 4.70%11.1M shares | −1.80 ppfrom 6.50%Below 5% | Mar 31, 2025 | SEC |
| Apr 30, 202511:10 AM ET | Vanguard Group Inc | 13G/A | 8.55%20.6M shares | +1.34 ppfrom 7.21% | Mar 31, 2025 | SEC |
| Apr 17, 20255:11 PM ET | BlackRock, Inc. | 13G/A | 5.80%14.2M shares | – | Mar 31, 2025 | SEC |
| Feb 14, 20255:19 PM ET | Jane Street Group, LLCand 4 others | 13G/A | 6.50%14.6M shares | – | Dec 31, 2024 | SEC |
| Feb 14, 20251:32 PM ET | Capital International Investors | 13G/A | 5.60%12.7M shares | – | Dec 31, 2024 | SEC |
| Feb 6, 20253:15 PM ET | BlackRock, Inc. | 13G/A | 5.00%11.3M shares | – | Dec 31, 2024 | SEC |
| Feb 6, 202512:32 PM ET | Susquehanna Securities, LLCand 3 others | 13G | 5.10%11.6M shares | – | Dec 31, 2024 | SEC |
| Jan 30, 20259:57 PM ET | Vanguard Group Inc | 13G/A | 7.21%16.3M shares | – | Dec 31, 2024 | SEC |
| Nov 14, 2024 | Jane Street Group, LLC | 13GOld format | – | – | – | SEC |
| Nov 14, 2024 | Susquehanna Securities, LLC | 13G/AOld format | – | – | – | SEC |
| Nov 8, 2024 | BlackRock, Inc. | 13G/AOld format | – | – | – | SEC |
| Oct 25, 2024 | Saylor Michael J | 13G/AOld format | – | – | – | SEC |
| Oct 22, 2024 | BlackRock, Inc. | 13G/AOld format | – | – | – | SEC |
| Apr 10, 2024 | Vanguard Group Inc | 13G/AOld format | – | – | – | SEC |
| Feb 14, 2024 | Saylor Michael J | 13G/AOld format | – | – | – | SEC |
| Feb 14, 2024 | Citadel Securities GP LLC | 13G/AOld format | – | – | – | SEC |
| Feb 14, 2024 | Susquehanna Securities, LLC | 13G/AOld format | – | – | – | SEC |
| Feb 13, 2024 | Vanguard Group Inc | 13G/AOld format | – | – | – | SEC |
| Feb 12, 2024 | Jane Street Group, LLC | 13G/AOld format | – | – | – | SEC |
| Jan 26, 202411:50 AM ET | BlackRock Inc. | 13G/AOld format | – | – | – | SEC |
| Jan 10, 2024 | Capital International Investors | 13G/AOld format | – | – | – | SEC |
| Apr 7, 2023 | Saylor Michael J | 13G/AOld format | – | – | – | SEC |
| Apr 7, 2023 | Saylor Michael J | 13G/AOld format | – | – | – | SEC |
| Feb 14, 2023 | Jane Street Group, LLC | 13GOld format | – | New | – | SEC |
| Feb 14, 2023 | Susquehanna Securities, LLC | 13GOld format | – | – | – | SEC |
| Feb 14, 2023 | Citadel Securities GP LLC | 13G/AOld format | – | – | – | SEC |
| Feb 13, 2023 | Capital International Investors | 13G/AOld format | – | – | – | SEC |
| Feb 13, 2023 | Capital World Investors | 13G/AOld format | – | – | – | SEC |
| Feb 10, 2023 | Group One Trading, L.P. | 13G/AOld format | – | – | – | SEC |
| Feb 9, 2023 | Vanguard Group Inc | 13G/AOld format | – | – | – | SEC |
| Feb 3, 20234:27 PM ET | BlackRock Inc. | 13G/AOld format | – | – | – | SEC |
| Jan 10, 2023 | Group One Trading, L.P. | 13GOld format | – | New | – | SEC |
| Feb 14, 2022 | Susquehanna Securities, LLC | 13G/AOld format | – | – | – | SEC |
| Feb 14, 2022 | Citadel Securities GP LLC | 13G/AOld format | – | – | – | SEC |
| Feb 11, 2022 | Capital International Investors | 13G/AOld format | – | – | – | SEC |
| Feb 11, 2022 | Capital World Investors | 13GOld format | – | New | – | SEC |
| Feb 10, 2022 | Vanguard Group Inc | 13G/AOld format | – | – | – | SEC |
| Feb 8, 20225:12 PM ET | BlackRock Inc. | 13G/AOld format | – | – | – | SEC |
Form 144: proposed insider sales
195 notices from officers, directors and other affiliates planning to sell Strategy Inc shares, newest first.
| Filed (ET) | Seller | Shares to sell | Market value | Planned sale | Broker | Filing |
|---|---|---|---|---|---|---|
| Nov 4, 202611:08 AM ET | Patten Jarrod MDirector | 4.75K | $669.8K | Nov 4, 2026 | Fidelity Brokerage Services LLC | SEC |
| Nov 3, 20264:18 PM ET | Patten Jarrod MDirector | 950 | $129.2K | Nov 3, 2026 | Fidelity Brokerage Services LLC | SEC |
| Oct 9, 20264:04 PM ET | Patten Jarrod MDirector | 1.35K | $210.8K | Oct 9, 2026 | Fidelity Brokerage Services LLC | SEC |
| Oct 8, 20263:50 PM ET | Patten Jarrod MDirector | 1.40K | $211.4K | Oct 8, 2026 | Fidelity Brokerage Services LLC | SEC |
| Sep 22, 20264:05 PM ET | Patten Jarrod MDirector | 475 | $81.2K | Sep 22, 2026 | Fidelity Brokerage Services LLC | SEC |
| Sep 21, 20264:16 PM ET | Patten Jarrod MDirector | 1.43K | $238.4K | Sep 21, 2026 | Fidelity Brokerage Services LLC | SEC |
| Sep 4, 202610:51 AM ET | Chow Thomas C.Officer | 106 | $14.7K | Sep 4, 2026 | Fidelity Brokerage Services LLC | SEC |
| Aug 27, 20264:13 PM ET | Patten Jarrod MDirector | 1.85K | $240.5K | Aug 27, 2026 | Fidelity Brokerage Services LLC | SEC |
| Aug 25, 20264:03 PM ET | Patten Jarrod MDirector | 2.77K | $347.8K | Aug 25, 2026 | Fidelity Brokerage Services LLC | SEC |
| Aug 24, 20264:42 PM ET | Patten Jarrod MDirector | 925 | $113.2K | Aug 24, 2026 | Fidelity Brokerage Services LLC | SEC |
| Aug 7, 20265:33 PM ET | Patten Jarrod MDirector | 3.80K | $389.1K | Aug 7, 2026 | Fidelity Brokerage Services LLC | SEC |
| Jul 27, 20263:29 PM ET | Patten Jarrod MDirector | 1.95K | $192.0K | Jul 27, 2026 | Fidelity Brokerage Services LLC | SEC |
| Jul 24, 20264:09 PM ET | Patten Jarrod MDirector | 1.95K | $180.3K | Jul 24, 2026 | Fidelity Brokerage Services LLC | SEC |
| Jul 22, 20264:04 PM ET | Patten Jarrod MDirector | 1.25K | $125.0K | Jul 22, 2026 | Fidelity Brokerage Services LLC | SEC |
| Jun 23, 20263:35 PM ET | Patten Jarrod MDirector | 1.50K | $159.1K | Jun 23, 2026 | Fidelity Brokerage Services LLC | SEC |
| Jun 17, 20263:56 PM ET | Patten Jarrod MDirector | 1.50K | $182.0K | Jun 17, 2026 | Fidelity Brokerage Services LLC | SEC |
| Jun 15, 20264:05 PM ET | Patten Jarrod MDirector | 1.50K | $201.0K | Jun 15, 2026 | Fidelity Brokerage Services LLC | SEC |
| Jun 9, 20263:27 PM ET | Kang AndrewOfficer | 1.95K | $241.4K | Jun 9, 202610b5-1 | Fidelity Brokerage Services LLC | SEC |
| Jun 9, 20263:13 PM ET | Le PhongOfficer · Director | 5.52K | $683.8K | Jun 9, 202610b5-1 | Fidelity Brokerage Services LLC | SEC |
| Jun 5, 20263:22 PM ET | Kang AndrewOfficer | 33.1K | $3.93M | Jun 5, 202610b5-1 | Fidelity Brokerage Services LLC | SEC |
| Jun 5, 20263:15 PM ET | Le PhongOfficer · Director | 93.7K | $11.1M | Jun 5, 202610b5-1 | Fidelity Brokerage Services LLC | SEC |
| May 29, 20264:14 PM ET | Patten Jarrod MDirector | 15.1K | $2.33M | May 29, 2026 | Fidelity Brokerage Services LLC | SEC |
| May 28, 20264:06 PM ET | Patten Jarrod MDirector | 7.25K | $1.07M | May 28, 2026 | Fidelity Brokerage Services LLC | SEC |
| May 26, 20264:09 PM ET | Patten Jarrod MDirector | 1.25K | $206.6K | May 26, 2026 | Fidelity Brokerage Services LLC | SEC |
| May 20, 20264:03 PM ET | Patten Jarrod MDirector | 2.25K | $374.3K | May 20, 2026 | Fidelity Brokerage Services LLC | SEC |
Showing the latest 25. See the MSTR notices from the last 12 months