CAPITAL INTERNATIONAL INVESTORS
Rank #1
9.48%
- Shares
- 31.44M
- Change
- +10.83M
- Change %
- +52.52%
- Filing
- Mar 31, 2026
Increased
Methodology published · Market data, model notes, and corrections process are public · Data policy · Corrections policy
NASDAQ · TECHNOLOGY · Holders
MicroStrategy Incorporated (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
Price Jun 26, 4:00 PM EDT · Statements Mar 30, 8:00 PM EDT
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Data freshness
Prices update fastest. Fundamentals, analyst data, and news update on their own schedules, so check these timestamps before comparing signals.
Price time means the latest available trade or regular-market close. Other times show when that section was checked or published.
PriceLive
Last traded •
Source: Market data provider
Fundamentalsevery 1 hr
Provider checked •
Source: Market data provider
Analystevery 1 day
Provider checked •
Source: Market data provider
Newsevery 4 hr
Latest item •
Source: Market data provider
Ownership read
MSTR insider sentiment: Mixed, sale-heavy.
CAPITAL INTERNATIONAL INVESTORS is the largest institutional holder. 79 sales and 41 purchases appear in the recent Form 4 filings. Use the filters below to separate real buying and selling from option exercises, gifts, awards, and tax withholding.
Insider flow
MSTR
Purchases337.73K
Sales500.29K
Directional bars ignore awards, gifts, conversions, and tax withholding rows.
Top holder
31.44M
CAPITAL INTERNATIONAL INVESTORS
Insider stance
Mixed, sale-heavy
$23.01M sold / $596.31K bought
Latest filing
Jun 17, 2026
Most recent holder or insider filing date
Filings shown
240
120 holder / 120 insider
- Holder rows
- 120
- Market data source
- Latest filing
- Jun 17, 2026
- Most recent holder or insider filing date
- Increased / initiated
- 87
- 32 decreased
- Insider rows
- 120
- Market data source
Top 120 institutional holders
MicroStrategy Incorporated (MSTR) institutional ownership
Ranked by reported share count, with position changes and latest filing dates where ownership data supplies them.
VANGUARD GROUP INC
Rank #2
7.26%
- Shares
- 24.06M
- Change
- +4.18M
- Change %
- +21.02%
- Filing
- Dec 31, 2025
Increased
BLACKROCK
Rank #3
5.35%
- Shares
- 17.75M
- Change
- +3.15M
- Change %
- +21.54%
- Filing
- Mar 31, 2026
Increased
VANGUARD PORTFOLIO MANAGEMENT LLC
Rank #4
4.45%
- Shares
- 14.74M
- Change
- +14.74M
- Change %
- —
- Filing
- Mar 31, 2026
Initiated
VANGUARD CAPITAL MANAGEMENT LLC
Rank #5
4.25%
- Shares
- 14.08M
- Change
- +14.08M
- Change %
- —
- Filing
- Mar 31, 2026
Initiated
MORGAN STANLEY
Rank #6
2.80%
- Shares
- 9.29M
- Change
- -94.38K
- Change %
- -101.00%
- Filing
- Mar 31, 2026
Decreased
CAPITAL RESEARCH GLOBAL INVESTORS
Rank #7
2.30%
- Shares
- 7.62M
- Change
- +607.17K
- Change %
- +8.66%
- Filing
- Mar 31, 2026
Increased
STATE STREET CORP
Rank #8
2.12%
- Shares
- 7.02M
- Change
- +893.63K
- Change %
- +14.58%
- Filing
- Mar 31, 2026
Increased
UBS GROUP AG
Rank #9
1.90%
- Shares
- 6.31M
- Change
- +551.12K
- Change %
- +9.57%
- Filing
- Mar 31, 2026
Increased
CLEAR STREET LLC
Rank #10
1.80%
- Shares
- 5.97M
- Change
- +5.97M
- Change %
- —
- Filing
- Jun 30, 2025
Initiated
GEODE CAPITAL MANAGEMENT
Rank #11
1.40%
- Shares
- 4.66M
- Change
- +744.37K
- Change %
- +19.03%
- Filing
- Mar 31, 2026
Increased
CAPITAL WORLD INVESTORS
Rank #12
1.29%
- Shares
- 4.28M
- Change
- +1.37M
- Change %
- +47.09%
- Filing
- Mar 31, 2026
Increased
BANK OF AMERICA CORP
Rank #13
1.20%
- Shares
- 3.97M
- Change
- +117.37K
- Change %
- +3.05%
- Filing
- Mar 31, 2026
Increased
NORGES BANK
Rank #14
1.06%
- Shares
- 3.53M
- Change
- +552.22K
- Change %
- +18.55%
- Filing
- Dec 31, 2025
Increased
MAREX GROUP PLC
Rank #15
1.03%
- Shares
- 3.41M
- Change
- +477.34K
- Change %
- +16.27%
- Filing
- Mar 31, 2026
Increased
DEFIANCE ETFS
Rank #16
0.87%
- Shares
- 2.88M
- Change
- +2.88M
- Change %
- —
- Filing
- Mar 31, 2026
Initiated
HARVEST PORTFOLIOS GROUP INC.
Rank #17
0.81%
- Shares
- 2.68M
- Change
- +569.69K
- Change %
- +27.00%
- Filing
- Mar 31, 2026
Increased
INVESCO LTD.
Rank #18
0.64%
- Shares
- 2.13M
- Change
- +313.91K
- Change %
- +17.27%
- Filing
- Mar 31, 2026
Increased
RENAISSANCE TECHNOLOGIES LLC
Rank #19
0.64%
- Shares
- 2.13M
- Change
- +1.17M
- Change %
- +122.58%
- Filing
- Mar 31, 2026
Increased
VANGUARD FIDUCIARY TRUST CO
Rank #20
0.59%
- Shares
- 1.95M
- Change
- +1.95M
- Change %
- —
- Filing
- Mar 31, 2026
Initiated
CANTOR FITZGERALD
Rank #21
0.55%
- Shares
- 1.82M
- Change
- -607.11K
- Change %
- -24.98%
- Filing
- Mar 31, 2026
Decreased
GOLDMAN SACHS GROUP INC
Rank #22
0.54%
- Shares
- 1.79M
- Change
- -543.48K
- Change %
- -23.32%
- Filing
- Mar 31, 2026
Decreased
NORTHERN TRUST CORP
Rank #23
0.53%
- Shares
- 1.76M
- Change
- +180.06K
- Change %
- +11.38%
- Filing
- Mar 31, 2026
Increased
UBS AM
Rank #24
0.47%
- Shares
- 1.57M
- Change
- +79.91K
- Change %
- +5.35%
- Filing
- Mar 31, 2026
Increased
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Rank #25
0.47%
- Shares
- 1.56M
- Change
- +285.59K
- Change %
- +22.47%
- Filing
- Mar 31, 2026
Increased
ALBERTA INVESTMENT MANAGEMENT CORP
Rank #26
0.42%
- Shares
- 1.38M
- Change
- +1.38M
- Change %
- —
- Filing
- Mar 31, 2026
Initiated
LEGAL & GENERAL GROUP PLC
Rank #27
0.41%
- Shares
- 1.37M
- Change
- +500
- Change %
- +4.00%
- Filing
- Mar 31, 2026
Increased
TIDAL INVESTMENTS LLC
Rank #28
0.41%
- Shares
- 1.36M
- Change
- +419.36K
- Change %
- +44.57%
- Filing
- Mar 31, 2026
Increased
CLEAR STREET GROUP INC.
Rank #29
0.39%
- Shares
- 1.28M
- Change
- -687.58K
- Change %
- -34.88%
- Filing
- Mar 31, 2026
Decreased
SUSQUEHANNA INTERNATIONAL GROUP
Rank #30
0.39%
- Shares
- 1.28M
- Change
- +966.78K
- Change %
- +306.08%
- Filing
- Mar 31, 2026
Increased
CITADEL ADVISORS LLC
Rank #31
0.37%
- Shares
- 1.22M
- Change
- +505.62K
- Change %
- +70.78%
- Filing
- Mar 31, 2026
Increased
BANK OF NEW YORK MELLON CORP
Rank #32
0.31%
- Shares
- 1.01M
- Change
- +101.81K
- Change %
- +11.15%
- Filing
- Mar 31, 2026
Increased
FMR LLC
Rank #33
0.29%
- Shares
- 975.65K
- Change
- +710.50K
- Change %
- +267.96%
- Filing
- Mar 31, 2026
Increased
BANK OF MONTREAL
Rank #34
0.26%
- Shares
- 852.76K
- Change
- -233.86K
- Change %
- -21.52%
- Filing
- Mar 31, 2026
Decreased
NATIONAL PENSION SERVICE
Rank #35
0.25%
- Shares
- 821.99K
- Change
- +207.58K
- Change %
- +33.78%
- Filing
- Mar 31, 2026
Increased
DEUTSCHE BANK AG\
Rank #36
0.24%
- Shares
- 784.92K
- Change
- +53.22K
- Change %
- +7.27%
- Filing
- Mar 31, 2026
Increased
BARCLAYS PLC
Rank #37
0.23%
- Shares
- 771.57K
- Change
- -373.35K
- Change %
- -32.61%
- Filing
- Mar 31, 2026
Decreased
SWISS NATIONAL BANK
Rank #38
0.23%
- Shares
- 766.10K
- Change
- +50.72K
- Change %
- +7.09%
- Filing
- Mar 31, 2026
Increased
FIRST TRUST ADVISORS LP
Rank #39
0.23%
- Shares
- 755.89K
- Change
- +147.56K
- Change %
- +24.26%
- Filing
- Mar 31, 2026
Increased
WELLS FARGO & COMPANY
Rank #40
0.22%
- Shares
- 725.98K
- Change
- +403.30K
- Change %
- +124.98%
- Filing
- Mar 31, 2026
Increased
| # | Institution | % held | Shares | Change | Change % | Filing date |
|---|---|---|---|---|---|---|
| 1 | CAPITAL INTERNATIONAL INVESTORS | 9.48% | 31.44M | +10.83M Increased | +52.52% | Mar 31, 2026 |
| 2 | 7.26% | 24.06M | +4.18M Increased | +21.02% | Dec 31, 2025 | |
| 3 | 5.35% | 17.75M | +3.15M Increased | +21.54% | Mar 31, 2026 | |
| 4 | 4.45% | 14.74M | +14.74M Initiated | — | Mar 31, 2026 | |
| 5 | 4.25% | 14.08M | +14.08M Initiated | — | Mar 31, 2026 | |
| 6 | 2.80% | 9.29M | -94.38K Decreased | -101.00% | Mar 31, 2026 | |
| 7 | 2.30% | 7.62M | +607.17K Increased | +8.66% | Mar 31, 2026 | |
| 8 | 2.12% | 7.02M | +893.63K Increased | +14.58% | Mar 31, 2026 | |
| 9 | 1.90% | 6.31M | +551.12K Increased | +9.57% | Mar 31, 2026 | |
| 10 | CLEAR STREET LLC | 1.80% | 5.97M | +5.97M Initiated | — | Jun 30, 2025 |
| 11 | 1.40% | 4.66M | +744.37K Increased | +19.03% | Mar 31, 2026 | |
| 12 | 1.29% | 4.28M | +1.37M Increased | +47.09% | Mar 31, 2026 | |
| 13 | 1.20% | 3.97M | +117.37K Increased | +3.05% | Mar 31, 2026 | |
| 14 | 1.06% | 3.53M | +552.22K Increased | +18.55% | Dec 31, 2025 | |
| 15 | MAREX GROUP PLC | 1.03% | 3.41M | +477.34K Increased | +16.27% | Mar 31, 2026 |
| 16 | DEFIANCE ETFS | 0.87% | 2.88M | +2.88M Initiated | — | Mar 31, 2026 |
| 17 | HARVEST PORTFOLIOS GROUP INC. | 0.81% | 2.68M | +569.69K Increased | +27.00% | Mar 31, 2026 |
| 18 | 0.64% | 2.13M | +313.91K Increased | +17.27% | Mar 31, 2026 | |
| 19 | RENAISSANCE TECHNOLOGIES LLC | 0.64% | 2.13M | +1.17M Increased | +122.58% | Mar 31, 2026 |
| 20 | 0.59% | 1.95M | +1.95M Initiated | — | Mar 31, 2026 | |
| 21 | CANTOR FITZGERALD | 0.55% | 1.82M | -607.11K Decreased | -24.98% | Mar 31, 2026 |
| 22 | 0.54% | 1.79M | -543.48K Decreased | -23.32% | Mar 31, 2026 | |
| 23 | 0.53% | 1.76M | +180.06K Increased | +11.38% | Mar 31, 2026 | |
| 24 | 0.47% | 1.57M | +79.91K Increased | +5.35% | Mar 31, 2026 | |
| 25 | 0.47% | 1.56M | +285.59K Increased | +22.47% | Mar 31, 2026 | |
| 26 | ALBERTA INVESTMENT MANAGEMENT CORP | 0.42% | 1.38M | +1.38M Initiated | — | Mar 31, 2026 |
| 27 | 0.41% | 1.37M | +500 Increased | +4.00% | Mar 31, 2026 | |
| 28 | TIDAL INVESTMENTS LLC | 0.41% | 1.36M | +419.36K Increased | +44.57% | Mar 31, 2026 |
| 29 | CLEAR STREET GROUP INC. | 0.39% | 1.28M | -687.58K Decreased | -34.88% | Mar 31, 2026 |
| 30 | SUSQUEHANNA INTERNATIONAL GROUP | 0.39% | 1.28M | +966.78K Increased | +306.08% | Mar 31, 2026 |
| 31 | CITADEL ADVISORS LLC | 0.37% | 1.22M | +505.62K Increased | +70.78% | Mar 31, 2026 |
| 32 | BANK OF NEW YORK MELLON CORP | 0.31% | 1.01M | +101.81K Increased | +11.15% | Mar 31, 2026 |
| 33 | 0.29% | 975.65K | +710.50K Increased | +267.96% | Mar 31, 2026 | |
| 34 | BANK OF MONTREAL | 0.26% | 852.76K | -233.86K Decreased | -21.52% | Mar 31, 2026 |
| 35 | NATIONAL PENSION SERVICE | 0.25% | 821.99K | +207.58K Increased | +33.78% | Mar 31, 2026 |
| 36 | DEUTSCHE BANK AG\ | 0.24% | 784.92K | +53.22K Increased | +7.27% | Mar 31, 2026 |
| 37 | BARCLAYS PLC | 0.23% | 771.57K | -373.35K Decreased | -32.61% | Mar 31, 2026 |
| 38 | SWISS NATIONAL BANK | 0.23% | 766.10K | +50.72K Increased | +7.09% | Mar 31, 2026 |
| 39 | FIRST TRUST ADVISORS LP | 0.23% | 755.89K | +147.56K Increased | +24.26% | Mar 31, 2026 |
| 40 | WELLS FARGO & COMPANY | 0.22% | 725.98K | +403.30K Increased | +124.98% | Mar 31, 2026 |
Showing 40 of 120 matching institutional rows.Load more institutions
Recent insider transactions
MicroStrategy Incorporated (MSTR) Form 4 filings
Action codes are translated so open-market buys and sales are separate from awards, gifts, conversions, and tax withholding.
PATTEN, JARROD M
Director
- Shares
- 1.50K
- % company
- <0.01%
- Price
- $18.24
- Value
- $27,354
Filed Jun 17, 2026
PATTEN, JARROD M
Director
- Shares
- 1.50K
- % company
- <0.01%
- Price
- Not reported
- Value
- Not reported
Filed Jun 17, 2026
PATTEN, JARROD M
Director
- Shares
- 1.50K
- % company
- <0.01%
- Price
- $121.31
- Value
- $181,965
Filed Jun 17, 2026
CHOW, THOMAS C.
EVP & General Counsel
- Shares
- 11
- % company
- <0.01%
- Price
- $66.10
- Value
- $727.10
Filed Jun 16, 2026
CHOW, THOMAS C.
EVP & General Counsel
- Shares
- 100
- % company
- <0.01%
- Price
- $92.71
- Value
- $9,271
Filed Jun 16, 2026
PATTEN, JARROD M
Director
- Shares
- 1.50K
- % company
- <0.01%
- Price
- $18.24
- Value
- $27,354
Filed Jun 15, 2026
PATTEN, JARROD M
Director
- Shares
- 1.50K
- % company
- <0.01%
- Price
- $133.97
- Value
- $200,951
Filed Jun 15, 2026
PATTEN, JARROD M
Director
- Shares
- 1.50K
- % company
- <0.01%
- Price
- Not reported
- Value
- Not reported
Filed Jun 15, 2026
KANG, ANDREW
EVP & CFO
- Shares
- 1.02K
- % company
- <0.01%
- Price
- $123.38
- Value
- $125,728
Filed Jun 9, 2026
LE, PHONG
Director, President & CEO
- Shares
- 2.89K
- % company
- <0.01%
- Price
- $123.38
- Value
- $356,333
Filed Jun 9, 2026
MONTGOMERY, JEANINE
VP & CAO
- Shares
- 165
- % company
- <0.01%
- Price
- $124.33
- Value
- $20,514
Filed Jun 9, 2026
MONTGOMERY, JEANINE
VP & CAO
- Shares
- 4
- % company
- <0.01%
- Price
- $124.88
- Value
- $499.51
Filed Jun 9, 2026
| # | Insider | % company | Action | Shares | Price | Value | Filing date |
|---|---|---|---|---|---|---|---|
| 1 | PATTEN, JARROD M Director | <0.01% | PurchaseOpen-market or direct purchase reported on Form 4. | 1.50K | $18.24 | $27,354 | Jun 17, 2026 |
| 2 | PATTEN, JARROD M Director | <0.01% | SaleOpen-market or direct sale reported on Form 4. | 1.50K | Not reported | Not reported | Jun 17, 2026 |
| 3 | PATTEN, JARROD M Director | <0.01% | SaleOpen-market or direct sale reported on Form 4. | 1.50K | $121.31 | $181,965 | Jun 17, 2026 |
| 4 | CHOW, THOMAS C. EVP & General Counsel | <0.01% | PurchaseOpen-market or direct purchase reported on Form 4. | 11 | $66.10 | $727.10 | Jun 16, 2026 |
| 5 | CHOW, THOMAS C. EVP & General Counsel | <0.01% | PurchaseOpen-market or direct purchase reported on Form 4. | 100 | $92.71 | $9,271 | Jun 16, 2026 |
| 6 | PATTEN, JARROD M Director | <0.01% | PurchaseOpen-market or direct purchase reported on Form 4. | 1.50K | $18.24 | $27,354 | Jun 15, 2026 |
| 7 | PATTEN, JARROD M Director | <0.01% | SaleOpen-market or direct sale reported on Form 4. | 1.50K | $133.97 | $200,951 | Jun 15, 2026 |
| 8 | PATTEN, JARROD M Director | <0.01% | SaleOpen-market or direct sale reported on Form 4. | 1.50K | Not reported | Not reported | Jun 15, 2026 |
| 9 | KANG, ANDREW EVP & CFO | <0.01% | SaleOpen-market or direct sale reported on Form 4. | 1.02K | $123.38 | $125,728 | Jun 9, 2026 |
| 10 | LE, PHONG Director, President & CEO | <0.01% | SaleOpen-market or direct sale reported on Form 4. | 2.89K | $123.38 | $356,333 | Jun 9, 2026 |
| 11 | MONTGOMERY, JEANINE VP & CAO | <0.01% | SaleOpen-market or direct sale reported on Form 4. | 165 | $124.33 | $20,514 | Jun 9, 2026 |
| 12 | MONTGOMERY, JEANINE VP & CAO | <0.01% | SaleOpen-market or direct sale reported on Form 4. | 4 | $124.88 | $499.51 | Jun 9, 2026 |
Showing 12 of 120 matching Form 4 rows. Percent of company uses current shares outstanding when available.Load more insiders
Frequently asked
Common questions.
Who are the largest MSTR shareholders?
CAPITAL INTERNATIONAL INVESTORS is the largest institutional holder of MSTR, with 31.44 million shares, or about 9.48% of shares outstanding. Additional institutions are ranked by reported share count.
What is institutional ownership of MSTR?
MicroStrategy Incorporated (MSTR) has 120 institutional holders on file — 87 that increased or initiated positions and 32 that reduced them, as of the latest filing on Mar 31, 2026.
Where can I see MicroStrategy Incorporated insider transactions?
MicroStrategy Incorporated (MSTR) has 120 Form 4 insider transactions on file, most recently on Jun 17, 2026, separated into purchases, sales, option exercises, awards, gifts, and tax withholding so administrative transactions are distinguished from open-market trades.
Are MSTR insiders buying or selling?
Recent MSTR insider activity reads Mixed, sale-heavy: 79 sales and 41 purchases. Awards, gifts, conversions, and tax withholding are listed separately because they do not carry the same signal as open-market trades.
Who is the most active MSTR insider?
LE, PHONG is the most active MSTR insider by absolute share movement, with 504,635 shares moving across the filing history. Review the action labels before treating that activity as buying or selling.