Strategy Inc (MSTR) shareholders
MSTRNasdaqFinance ServicesFiscal year ends December 31Also trades as STRC, STRD, STRF, STRK
$114.41−7.94 (-6.49%)
Close on Nov 12, 2026Market cap $43.96BP/E –Yield –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
57.7%
210M of 365M shares
Institutional holders
851
105 new, 181 sold out
Net institutional buying
13M
In Q2 2026
Insider trades, 12 months
10 buys · 138 sales
Net sold $31.82M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Capital International Investors | 31,642,100 | 10.10% | 13G (passive) amendment | Mar 31, 2026 |
| Michael J. Saylor | 19,998,580 | 9.90% | 13G (passive) amendment | Sep 30, 2024 |
| Vanguard Capital Management | 16,802,319 | 5.34% | 13G (passive) | Mar 31, 2026 |
| Jane Street Capital, LLC Joint filing with Jane Street Group, LLC (6.50%), Jane Street Options, LLC (6.50%) and 2 more | 14,581,084 | 6.50% | 13G (passive) amendment | Dec 31, 2024 |
| BlackRock, Inc. | 14,193,525 | 5.80% | 13G (passive) amendment | Mar 31, 2025 |
| G1 Execution Services, LLC Joint filing with Capital Ventures International (5.10%), Susquehanna Advisors Group, Inc. (5.10%) and 3 more | 13,188,464 | 5.10% | 13G (passive) | Jun 30, 2025 |
| Susquehanna Investment Group Joint filing with G1 Execution Services, LLC (5.10%), SIG Brokerage, LP (5.10%) and 1 more | 11,605,313 | 5.10% | 13G (passive) | Dec 31, 2024 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of MSTR | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Capital International Investors | 34,902,002 | 9.57% | $3.03B | +3,460,241 | 0.63% |
| BlackRock, Inc. | 19,394,284 | 5.32% | $1.69B | +1,640,399 | 0.03% |
| Vanguard Portfolio Management LLC | 15,353,408 | 4.21% | $1.33B | +611,701 | 0.06% |
| Vanguard Capital Management LLC | 14,938,599 | 4.10% | $1.30B | +861,087 | 0.03% |
| Invesco Ltd. | 9,340,682 | 2.56% | $811.99M | +616,325 | 0.06% |
| Morgan Stanley | 9,330,454 | 2.56% | $811.10M | +44,440 | 0.04% |
| State Street Corp | 7,527,561 | 2.06% | $654.37M | +506,635 | 0.02% |
| Goldman Sachs Group Inc | 5,810,162 | 1.59% | $505.08M | +4,023,500 | 0.04% |
| UBS Group AG | 4,943,411 | 1.36% | $429.73M | −1,367,953 | 0.05% |
| Geode Capital Management, LLC | 4,606,751 | 1.26% | $399.30M | −49,114 | 0.02% |
| Capital World Investors | 4,310,934 | 1.18% | $374.76M | +28,826 | 0.04% |
| Norges Bank | 3,979,476 | 1.09% | $345.94M | New | 0.03% |
| Harvest Portfolios Group Inc. | 3,121,927 | 0.86% | $271.39M | +442,159 | 3.83% |
| Capital Research Global Investors | 2,993,437 | 0.82% | $260.25M | −4,622,272 | 0.04% |
| Jane Street Group, LLC | 2,677,622 | 0.73% | $232.77M | +2,467,789 | 0.02% |
| Renaissance Technologies LLC | 2,553,692 | 0.70% | $221.99M | +422,811 | 0.31% |
| Susquehanna International Group, Llp | 2,520,930 | 0.69% | $219.14M | +1,238,294 | 0.02% |
| Vanguard Fiduciary Trust Co | 2,094,345 | 0.57% | $182.06M | +144,587 | 0.04% |
| Wells Fargo & Company/Mn | 1,994,253 | 0.55% | $173.36M | +1,268,276 | 0.03% |
| Northern Trust Corp | 1,831,554 | 0.50% | $159.22M | +69,540 | 0.02% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 851 | 210M | 57.7% | 105 / 363 | 272 / 181 | 35M | 22M |
| Q1 2026 | 943 | 198M | 54.3% | 133 / 452 | 239 / 159 | 67M | 20M |
| Q4 2025 | 981 | 175M | 48.1% | 172 / 381 | 335 / 252 | 50M | 17M |
| Q3 2025 | 1,085 | 143M | 39.1% | 124 / 504 | 321 / 177 | 25M | 13M |
| Q2 2025 | 1,159 | 138M | 37.8% | 233 / 519 | 265 / 76 | 27M | 15M |
| Q1 2025 | 1,010 | 125M | 34.4% | 156 / 502 | 219 / 117 | 32M | 13M |
| Q4 2024 | 991 | 107M | 29.4% | 400 / 365 | 191 / 61 | 30M | 18M |
| Q3 2024 | 662 | 96M | 26.2% | 137 / 282 | 147 / 64 | 24M | 10M |
| Q2 2024 | 592 | 91M | 25.0% | 136 / 224 | 149 / 68 | 11M | 36M |
| Q1 2024 | 530 | 116M | 31.9% | 216 / 149 | 123 / 51 | 37M | 9M |
| Q4 2023 | 370 | 88M | 24.2% | 102 / 153 | 51 / 24 | 22M | 3M |
| Q3 2023 | 294 | 70M | 19.2% | 52 / 117 | 71 / 27 | 7M | 7M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
371 funds held MSTR in Q2 2026, 41% of their shares through ETFs. Each fund counts once per quarter, from its quarter-end report.
| Fund | Shares | % of MSTR | Value | % of fund | As of |
|---|---|---|---|---|---|
| Growth Fund of America | 23,499,123 | 6.45% | $3.74B | 1.04% | May 31, 2026 |
| American Funds Fundamental Investors | 11,507,558 | 3.16% | $1.00B | 0.55% | Jun 30, 2026 |
| Vanguard Total Stock Market Index Fund | 10,502,853 | 2.88% | $913.01M | 0.04% | Jun 30, 2026 |
| Vanguard Mid-Cap Index Fund | 7,167,954 | 1.97% | $623.11M | 0.28% | Jun 30, 2026 |
| Invesco QQQ Trust, Series 1 | 7,022,113 | 1.93% | $610.43M | 0.12% | Jun 30, 2026 |
| Growth Fund | 4,082,954 | 1.12% | $354.93M | 0.62% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 3,793,677 | 1.04% | $329.78M | 0.34% | Jun 30, 2026 |
| Vanguard Value Index Fund | 3,141,738 | 0.86% | $273.11M | 0.11% | Jun 30, 2026 |
| Vanguard Mid-Cap Value Index Fund | 2,124,724 | 0.58% | $184.70M | 0.50% | Jun 30, 2026 |
| Vanguard Information Technology Index Fund | 1,895,006 | 0.52% | $301.48M | 0.18% | May 31, 2026 |
| iShares Expanded Tech-Software Sector ETF | 1,693,849 | 0.46% | $147.25M | 1.09% | Jun 30, 2026 |
| Fidelity Extended Market Index Fund | 1,616,420 | 0.44% | $257.16M | 0.60% | May 31, 2026 |
| Capital Group Growth ETF | 1,583,609 | 0.43% | $251.94M | 1.03% | May 31, 2026 |
| New Economy Fund | 1,473,781 | 0.40% | $234.46M | 0.45% | May 31, 2026 |
| Invesco NASDAQ 100 ETF | 1,334,663 | 0.37% | $212.33M | 0.22% | May 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Phong Le | President & CEO, Director | 141,855 | 0.04% | Jun 22, 2026 |
| Shelley Khanna | VP, CAO | 279 | 0.00% | Nov 10, 2026 |
| Thomas C. Chow | EVP & General Counsel | 100 | 0.00% | Sep 8, 2026 |
| Andrew Kang | EVP & CFO | 73,294 | 0.02% | Jun 9, 2026 |
| Jeanine Montgomery | VP & CAO | 16,209 | 0.00% | Jun 9, 2026 |
| Wei-Ming Shao | EVP & General Counsel | 36,253 | 0.01% | Nov 20, 2025 |
| Jarrod M. Patten | Director | 33,406 | 0.01% | Nov 6, 2026 |
| Jane A. Dietze | Director | 4,692 | 0.00% | Jun 2, 2026 |
| Stephen X. Graham | Director | 8,356 | 0.00% | Jun 2, 2026 |
| Peter L. Briger JR | Director | 220,000 | 0.06% | Jun 2, 2026 |
| Brian P. Brooks | Director | 1,092 | 0.00% | Jun 2, 2026 |
| Gregg Winiarski | Director | 11,092 | 0.00% | Jun 2, 2026 |
| Carl J. Rickertsen | Director | 5,406 | 0.00% | Jun 2, 2026 |
| Leslie J. Rechan | Director | 25,950 | 0.01% | Jun 3, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Jarrod M. Patten Director | Nov 4, 2026 | Sale | −950 | $141.00 | $133.95K | 28,406 |
| Jarrod M. Patten Director | Nov 4, 2026 | Sale | −950 | $139.00 | $132.05K | 29,356 |
| Jarrod M. Patten Director | Nov 4, 2026 | Sale | −950 | $137.00 | $130.15K | 30,306 |
| Jarrod M. Patten Director | Nov 4, 2026 | Sale | −950 | $145.00 | $137.75K | 31,256 |
| Jarrod M. Patten Director | Nov 4, 2026 | Sale | −950 | $143.00 | $135.85K | 32,206 |
| Jarrod M. Patten Director | Nov 4, 2026 | Option exercise | +4,750 | $18.24 | $86.62K | 33,156 |
| Jarrod M. Patten Director | Nov 3, 2026 | Sale | −950 | $136.04 | $129.24K | 28,406 |
| Jarrod M. Patten Director | Nov 3, 2026 | Option exercise | +950 | $18.24 | $17.32K | 29,356 |
| Jarrod M. Patten Director | Oct 9, 2026 | Sale | −450 | $158.00 | $71.10K | 28,406 |
| Jarrod M. Patten Director | Oct 9, 2026 | Sale | −450 | $156.00 | $70.20K | 28,856 |
| Jarrod M. Patten Director | Oct 9, 2026 | Sale | −450 | $154.47 | $69.51K | 29,306 |
| Jarrod M. Patten Director | Oct 9, 2026 | Option exercise | +1,350 | $18.24 | $24.62K | 29,756 |
| Jarrod M. Patten Director | Oct 8, 2026 | Sale | −450 | $152.00 | $68.40K | 28,406 |
| Jarrod M. Patten Director | Oct 8, 2026 | Sale | −950 | $150.54 | $143.01K | 28,856 |
| Jarrod M. Patten Director | Oct 8, 2026 | Option exercise | +1,400 | $18.24 | $25.53K | 29,806 |
| Jarrod M. Patten Director | Sep 22, 2026 | Sale | −475 | $171.00 | $81.23K | 28,406 |
| Jarrod M. Patten Director | Sep 22, 2026 | Option exercise | +475 | $18.24 | $8.66K | 28,881 |
| Jarrod M. Patten Director | Sep 21, 2026 | Option exercise | +1,425 | $18.24 | $25.99K | 29,831 |
| Jarrod M. Patten Director | Sep 21, 2026 | Sale | −475 | $169.00 | $80.28K | 28,406 |
| Jarrod M. Patten Director | Sep 21, 2026 | Sale | −475 | $167.00 | $79.33K | 28,881 |
| Jarrod M. Patten Director | Sep 21, 2026 | Sale | −475 | $165.98 | $78.84K | 29,356 |
| Thomas C. Chow EVP & General Counsel | Sep 4, 2026 | Sale | −106 | $138.75 | $14.71K | 0 |
| Jarrod M. Patten Director | Aug 27, 2026 | Sale | −925 | $129.00 | $119.33K | 29,331 |
| Jarrod M. Patten Director | Aug 27, 2026 | Sale | −925 | $131.00 | $121.18K | 28,406 |
| Jarrod M. Patten Director | Aug 27, 2026 | Option exercise | +1,850 | $18.24 | $33.74K | 30,256 |
| Jarrod M. Patten Director | Aug 25, 2026 | Sale | −925 | $124.00 | $114.70K | 28,406 |
| Jarrod M. Patten Director | Aug 25, 2026 | Option exercise | +925 | $18.24 | $16.87K | 29,331 |
| Jarrod M. Patten Director | Aug 25, 2026 | Sale | −925 | $125.00 | $115.63K | 28,406 |
| Jarrod M. Patten Director | Aug 25, 2026 | Option exercise | +925 | $18.24 | $16.87K | 29,331 |
| Jarrod M. Patten Director | Aug 25, 2026 | Sale | −925 | $127.00 | $117.48K | 28,406 |
| Jarrod M. Patten Director | Aug 25, 2026 | Option exercise | +925 | $18.24 | $16.87K | 29,331 |
| Jarrod M. Patten Director | Aug 24, 2026 | Sale | −925 | $122.34 | $113.16K | 28,406 |
| Jarrod M. Patten Director | Aug 24, 2026 | Option exercise | +925 | $18.24 | $16.87K | 29,331 |
| Jarrod M. Patten Director | Aug 7, 2026 | Sale | −925 | $102.69 | $94.99K | 28,406 |
| Jarrod M. Patten Director | Aug 7, 2026 | Option exercise | +925 | $18.24 | $16.87K | 29,331 |
| Jarrod M. Patten Director | Aug 7, 2026 | Sale | −1,950 | $101.50 | $197.93K | 28,406 |
| Jarrod M. Patten Director | Aug 7, 2026 | Sale | −925 | $104.04 | $96.24K | 28,406 |
| Jarrod M. Patten Director | Aug 7, 2026 | Option exercise | +925 | $18.24 | $16.87K | 29,331 |
| Jarrod M. Patten Director | Aug 7, 2026 | Option exercise | +1,950 | $18.24 | $35.57K | 30,356 |
| Jarrod M. Patten Director | Jul 27, 2026 | Sale | −1,950 | $98.48 | $192.04K | 28,406 |
| Jarrod M. Patten Director | Jul 27, 2026 | Option exercise | +1,950 | $18.24 | $35.57K | 30,356 |
| Jarrod M. Patten Director | Jul 24, 2026 | Option exercise | +1,950 | $18.24 | $35.57K | 30,356 |
| Jarrod M. Patten Director | Jul 24, 2026 | Sale | −1,950 | $92.46 | $180.30K | 28,406 |
| Jarrod M. Patten Director | Jul 22, 2026 | Option exercise | +1,250 | $18.24 | $22.80K | 29,656 |
| Jarrod M. Patten Director | Jul 22, 2026 | Sale | −1,250 | $100.00 | $125.00K | 28,406 |
| Jarrod M. Patten Director | Jun 23, 2026 | Option exercise | +1,500 | $18.24 | $27.36K | 29,906 |
| Jarrod M. Patten Director | Jun 23, 2026 | Sale | −1,500 | $106.08 | $159.12K | 28,406 |
| Phong Le President & CEO, Director | Jun 22, 2026 | Buy | +11,000 | $90.80 | $998.80K | 11,000 |
| Jarrod M. Patten Director | Jun 17, 2026 | Option exercise | +1,500 | $18.24 | $27.36K | 29,906 |
| Jarrod M. Patten Director | Jun 17, 2026 | Sale | −1,500 | $121.31 | $181.97K | 28,406 |
| Thomas C. Chow EVP & General Counsel | Jun 16, 2026 | Buy | +11 | $66.10 | $727 | 11 |
| Thomas C. Chow EVP & General Counsel | Jun 16, 2026 | Buy | +100 | $92.71 | $9.27K | 100 |
| Jarrod M. Patten Director | Jun 15, 2026 | Option exercise | +1,500 | $18.24 | $27.36K | 29,906 |
| Jarrod M. Patten Director | Jun 15, 2026 | Sale | −1,500 | $133.97 | $200.96K | 28,406 |
| Andrew Kang EVP & CFO | Jun 9, 2026 | Sale(10b5-1 plan) | −20 | $124.88 | $2.50K | 71,044 |
| Andrew Kang EVP & CFO | Jun 9, 2026 | Sale(10b5-1 plan) | −1,019 | $123.38 | $125.72K | 71,974 |
| Andrew Kang EVP & CFO | Jun 9, 2026 | Sale(10b5-1 plan) | −910 | $124.33 | $113.14K | 71,064 |
| Phong Le President & CEO, Director | Jun 9, 2026 | Sale(10b5-1 plan) | −2,888 | $123.38 | $356.32K | 128,957 |
| Phong Le President & CEO, Director | Jun 9, 2026 | Sale(10b5-1 plan) | −55 | $124.88 | $6.87K | 126,323 |
| Phong Le President & CEO, Director | Jun 9, 2026 | Sale(10b5-1 plan) | −2,579 | $124.33 | $320.65K | 126,378 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Short interest
Shares sold short and not yet bought back, as of Oct 30, 2026 (FINRA, reported twice a month)
Short % of shares outstanding
–
27M shares short
Days to cover
1.4
At 19M shares a day
Change since last report
-7.8%
From 29M shares
Short volume, 20 days
44.4%
Of volume reported to FINRA
Shares sold short, last 12 months
Short sale volume counts trades marked short on any given day, including market-maker hedging, so it runs far higher than the share of Strategy's stock actually held short. Settlement fails (shares not delivered on time) peaked at 1,070,860 shares on Sep 4, 2026 over the last 90 days.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Jarrod M. Patten Director | Nov 4, 2026 | 4,750 | $669.75K | Nov 4, 2026 | Stock Option Exercise |
| Jarrod M. Patten Director | Nov 3, 2026 | 950 | $129.24K | Nov 3, 2026 | Stock Option Exercise |
| Jarrod M. Patten Director | Oct 9, 2026 | 1,350 | $210.81K | Oct 9, 2026 | Stock Option Exercise |
| Jarrod M. Patten Director | Oct 8, 2026 | 1,400 | $211.41K | Oct 8, 2026 | Stock Option Exercise |
| Jarrod M. Patten Director | Sep 22, 2026 | 475 | $81.23K | Sep 22, 2026 | Stock Option Exercise |
| Jarrod M. Patten Director | Sep 21, 2026 | 1,425 | $238.44K | Sep 21, 2026 | Stock Option Exercise |
| Thomas C. Chow Officer | Sep 4, 2026 | 106 | $14.71K | Sep 4, 2026 | ESPP Purchase |
| Jarrod M. Patten Director | Aug 27, 2026 | 1,850 | $240.50K | Aug 27, 2026 | Stock Option Exercise |
| Jarrod M. Patten Director | Aug 25, 2026 | 2,775 | $347.80K | Aug 25, 2026 | Stock Option Exercise |
| Jarrod M. Patten Director | Aug 24, 2026 | 925 | $113.16K | Aug 24, 2026 | Stock Option Exercise |
| Jarrod M. Patten Director | Aug 7, 2026 | 3,800 | $389.15K | Aug 7, 2026 | Stock Option Exercise |
| Jarrod M. Patten Director | Jul 27, 2026 | 1,950 | $192.04K | Jul 27, 2026 | Stock Option Exercise |
| Jarrod M. Patten Director | Jul 24, 2026 | 1,950 | $180.29K | Jul 24, 2026 | Stock Option Exercise |
| Jarrod M. Patten Director | Jul 22, 2026 | 1,250 | $125.00K | Jul 22, 2026 | Stock Option Exercise |
| Jarrod M. Patten Director | Jun 23, 2026 | 1,500 | $159.12K | Jun 23, 2026 | Stock Option Exercise |
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