MSTR: Strategy Inc insider trading, 5% holders and institutional ownership
From public SEC filings: open-market insider purchases and sales (Form 4, last 180 days), holders of 5% or more (Schedules 13D and 13G) and institutional ownership (Form 13F). Insider and 5% data delayed 48 hours.
Insider trading
0 open-market buys totaling - and 5 sales totaling $422K in the last 180 days.
Insider sales
| Trade date | Insider | Role | Value | 10b5-1 plan |
|---|---|---|---|---|
| 2026-10-09 | Patten Jarrod M | Director | $70K | |
| 2026-10-09 | Patten Jarrod M | Director | $70K | |
| 2026-10-09 | Patten Jarrod M | Director | $71K | |
| 2026-10-08 | Patten Jarrod M | Director | $143K | |
| 2026-10-08 | Patten Jarrod M | Director | $68K |
Institutional ownership (Q2 2026)
856 institutions reported holding $17.98B of Strategy Inc on Form 13F (948 the quarter before). 91 opened a new position and 184 sold out. Shares held by institutions: +6%.
| Largest holders | Shares | Value |
|---|---|---|
| Capital International Investors | 34,902,002 | $3.03B |
| BlackRock, Inc. | 19,394,284 | $1.69B |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 15,353,408 | $1.33B |
| VANGUARD CAPITAL MANAGEMENT LLC | 14,938,599 | $1.30B |
| Invesco Ltd. | 9,340,682 | $811.99M |
| MORGAN STANLEY | 9,330,454 | $811.10M |
| STATE STREET CORP | 7,527,561 | $654.37M |
| GOLDMAN SACHS GROUP INC | 5,810,162 | $505.08M |
| UBS Group AG | 4,943,411 | $429.73M |
| GEODE CAPITAL MANAGEMENT, LLC | 4,606,751 | $399.30M |
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