CAPITAL INTERNATIONAL INVESTORS
Rank #1
9.48%
- Shares
- 31.44M
- Change
- +10.83M
- Change %
- +52.52%
- Filing
- Mar 31, 2026
Increased
Recent
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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
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.
Ownership read
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
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
Top 120 institutional holders
Ranked by reported share count, with position changes and latest filing dates where ownership data supplies them.
CAPITAL INTERNATIONAL INVESTORS
Rank #1
9.48%
Increased
VANGUARD GROUP INC
Rank #2
7.26%
Increased
BLACKROCK
Rank #3
5.35%
Increased
VANGUARD PORTFOLIO MANAGEMENT LLC
Rank #4
4.45%
Initiated
VANGUARD CAPITAL MANAGEMENT LLC
Rank #5
4.25%
Initiated
MORGAN STANLEY
Rank #6
2.80%
Decreased
CAPITAL RESEARCH GLOBAL INVESTORS
Rank #7
2.30%
Increased
STATE STREET CORP
Rank #8
2.12%
Increased
UBS GROUP AG
Rank #9
1.90%
Increased
CLEAR STREET LLC
Rank #10
1.80%
Initiated
GEODE CAPITAL MANAGEMENT
Rank #11
1.40%
Increased
CAPITAL WORLD INVESTORS
Rank #12
1.29%
Increased
BANK OF AMERICA CORP
Rank #13
1.20%
Increased
NORGES BANK
Rank #14
1.06%
Increased
MAREX GROUP PLC
Rank #15
1.03%
Increased
DEFIANCE ETFS
Rank #16
0.87%
Initiated
HARVEST PORTFOLIOS GROUP INC.
Rank #17
0.81%
Increased
INVESCO LTD.
Rank #18
0.64%
Increased
RENAISSANCE TECHNOLOGIES LLC
Rank #19
0.64%
Increased
VANGUARD FIDUCIARY TRUST CO
Rank #20
0.59%
Initiated
CANTOR FITZGERALD
Rank #21
0.55%
Decreased
GOLDMAN SACHS GROUP INC
Rank #22
0.54%
Decreased
NORTHERN TRUST CORP
Rank #23
0.53%
Increased
UBS AM
Rank #24
0.47%
Increased
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Rank #25
0.47%
Increased
ALBERTA INVESTMENT MANAGEMENT CORP
Rank #26
0.42%
Initiated
LEGAL & GENERAL GROUP PLC
Rank #27
0.41%
Increased
TIDAL INVESTMENTS LLC
Rank #28
0.41%
Increased
CLEAR STREET GROUP INC.
Rank #29
0.39%
Decreased
SUSQUEHANNA INTERNATIONAL GROUP
Rank #30
0.39%
Increased
CITADEL ADVISORS LLC
Rank #31
0.37%
Increased
BANK OF NEW YORK MELLON CORP
Rank #32
0.31%
Increased
FMR LLC
Rank #33
0.29%
Increased
BANK OF MONTREAL
Rank #34
0.26%
Decreased
NATIONAL PENSION SERVICE
Rank #35
0.25%
Increased
DEUTSCHE BANK AG\
Rank #36
0.24%
Increased
BARCLAYS PLC
Rank #37
0.23%
Decreased
SWISS NATIONAL BANK
Rank #38
0.23%
Increased
FIRST TRUST ADVISORS LP
Rank #39
0.23%
Increased
WELLS FARGO & COMPANY
Rank #40
0.22%
Increased
CITIGROUP INC
Rank #41
0.22%
Increased
LPL FINANCIAL LLC
Rank #42
0.21%
Increased
WEISS ASSET MANAGEMENT LP
Rank #43
0.20%
Decreased
NATIXIS
Rank #44
0.19%
Increased
SUMITOMO MITSUI TRUST GROUP
Rank #45
0.18%
Decreased
NUVEEN
Rank #46
0.17%
Increased
JPMORGAN CHASE & CO
Rank #47
0.17%
Increased
SG AMERICAS SECURITIES
Rank #48
0.17%
Decreased
AMUNDI
Rank #49
0.16%
Decreased
NATIONAL BANK OF CANADA
Rank #50
0.16%
Decreased
VANGUARD ASSET MANAGEMENT
Rank #51
0.16%
Initiated
CANADA PENSION PLAN INVESTMENT BOARD
Rank #52
0.16%
Increased
CTC LLC
Rank #53
0.15%
Increased
PRICE T ROWE ASSOCIATES INC
Rank #54
0.13%
Increased
QUADRATURE CAPITAL LTD
Rank #55
0.13%
Decreased
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM
Rank #56
0.12%
Decreased
PROSHARE ADVISORS LLC
Rank #57
0.12%
Decreased
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM
Rank #58
0.12%
Decreased
VONTOBEL HOLDING LTD.
Rank #59
0.11%
Increased
RHUMBLINE ADVISERS
Rank #60
0.10%
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 |
| 41 | CITIGROUP INC | 0.22% | 723.02K | +216.19K Increased | +42.66% | Mar 31, 2026 |
| 42 | LPL FINANCIAL LLC | 0.21% | 707.17K | +91.29K Increased | +14.82% | Mar 31, 2026 |
| 43 | WEISS ASSET MANAGEMENT LP | 0.20% | 667.50K | -318.22K Decreased | -32.28% | Mar 31, 2026 |
| 44 | NATIXIS | 0.19% | 615.20K | +84.10K Increased | +15.84% | Mar 31, 2026 |
| 45 | SUMITOMO MITSUI TRUST GROUP | 0.18% | 599.33K | -7.30K Decreased | -120.00% | Mar 31, 2026 |
| 46 | NUVEEN | 0.17% | 577.28K | +96.05K Increased | +19.96% | Mar 31, 2026 |
| 47 | 0.17% | 564.36K | +65.82K Increased | +13.20% | Mar 31, 2026 | |
| 48 | SG AMERICAS SECURITIES | 0.17% | 558.80K | -169.92K Decreased | -23.32% | Mar 31, 2026 |
| 49 | 0.16% | 531.99K | -4.26M Decreased | -88.89% | Mar 31, 2026 | |
| 50 | NATIONAL BANK OF CANADA | 0.16% | 529.98K | -471.77K Decreased | -47.09% | Mar 31, 2026 |
| 51 | 0.16% | 527.43K | +527.43K Initiated | — | Mar 31, 2026 | |
| 52 | CANADA PENSION PLAN INVESTMENT BOARD | 0.16% | 521.19K | +82.44K Increased | +18.79% | Mar 31, 2026 |
| 53 | CTC LLC | 0.15% | 505.23K | +273.40K Increased | +117.93% | Mar 31, 2026 |
| 54 | 0.13% | 426.15K | +18.59K Increased | +4.56% | Mar 31, 2026 | |
| 55 | QUADRATURE CAPITAL LTD | 0.13% | 419.22K | -337.04K Decreased | -44.57% | Mar 31, 2026 |
| 56 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 0.12% | 401.63K | -6.74K Decreased | -1.65% | Mar 31, 2026 |
| 57 | PROSHARE ADVISORS LLC | 0.12% | 400.28K | -17.51K Decreased | -4.19% | Mar 31, 2026 |
| 58 | CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 0.12% | 388.30K | -82.33K Decreased | -17.49% | Mar 31, 2026 |
| 59 | VONTOBEL HOLDING LTD. | 0.11% | 373.36K | +348.24K Increased | +1386.70% | Mar 31, 2026 |
| 60 | RHUMBLINE ADVISERS | 0.10% | 339.75K | +59.93K Increased | +21.42% | Mar 31, 2026 |
Recent insider transactions
Action codes are translated so open-market buys and sales are separate from awards, gifts, conversions, and tax withholding.
PATTEN, JARROD M
Director
Filed Jun 17, 2026
PATTEN, JARROD M
Director
Filed Jun 17, 2026
PATTEN, JARROD M
Director
Filed Jun 17, 2026
CHOW, THOMAS C.
EVP & General Counsel
Filed Jun 16, 2026
CHOW, THOMAS C.
EVP & General Counsel
Filed Jun 16, 2026
PATTEN, JARROD M
Director
Filed Jun 15, 2026
PATTEN, JARROD M
Director
Filed Jun 15, 2026
PATTEN, JARROD M
Director
Filed Jun 15, 2026
KANG, ANDREW
EVP & CFO
Filed Jun 9, 2026
LE, PHONG
Director, President & CEO
Filed Jun 9, 2026
MONTGOMERY, JEANINE
VP & CAO
Filed Jun 9, 2026
MONTGOMERY, JEANINE
VP & CAO
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 |
Frequently asked
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.
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.
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.
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.
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.