Skip to main content
Methodology published · Market data, model notes, and corrections process are public · Data policy · Corrections policy
MSTR logo

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

Source timingDetails

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.

CAPITAL INTERNATIONAL INVESTORS

Rank #1

9.48%

Shares
31.44M
Change
+10.83M
Change %
+52.52%
Filing
Mar 31, 2026

Increased

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

CITIGROUP INC

Rank #41

0.22%

Shares
723.02K
Change
+216.19K
Change %
+42.66%
Filing
Mar 31, 2026

Increased

LPL FINANCIAL LLC

Rank #42

0.21%

Shares
707.17K
Change
+91.29K
Change %
+14.82%
Filing
Mar 31, 2026

Increased

WEISS ASSET MANAGEMENT LP

Rank #43

0.20%

Shares
667.50K
Change
-318.22K
Change %
-32.28%
Filing
Mar 31, 2026

Decreased

NATIXIS

Rank #44

0.19%

Shares
615.20K
Change
+84.10K
Change %
+15.84%
Filing
Mar 31, 2026

Increased

SUMITOMO MITSUI TRUST GROUP

Rank #45

0.18%

Shares
599.33K
Change
-7.30K
Change %
-120.00%
Filing
Mar 31, 2026

Decreased

NUVEEN

Rank #46

0.17%

Shares
577.28K
Change
+96.05K
Change %
+19.96%
Filing
Mar 31, 2026

Increased

JPMORGAN CHASE & CO

Rank #47

0.17%

Shares
564.36K
Change
+65.82K
Change %
+13.20%
Filing
Mar 31, 2026

Increased

SG AMERICAS SECURITIES

Rank #48

0.17%

Shares
558.80K
Change
-169.92K
Change %
-23.32%
Filing
Mar 31, 2026

Decreased

AMUNDI

Rank #49

0.16%

Shares
531.99K
Change
-4.26M
Change %
-88.89%
Filing
Mar 31, 2026

Decreased

NATIONAL BANK OF CANADA

Rank #50

0.16%

Shares
529.98K
Change
-471.77K
Change %
-47.09%
Filing
Mar 31, 2026

Decreased

VANGUARD ASSET MANAGEMENT

Rank #51

0.16%

Shares
527.43K
Change
+527.43K
Change %
Filing
Mar 31, 2026

Initiated

CANADA PENSION PLAN INVESTMENT BOARD

Rank #52

0.16%

Shares
521.19K
Change
+82.44K
Change %
+18.79%
Filing
Mar 31, 2026

Increased

CTC LLC

Rank #53

0.15%

Shares
505.23K
Change
+273.40K
Change %
+117.93%
Filing
Mar 31, 2026

Increased

PRICE T ROWE ASSOCIATES INC

Rank #54

0.13%

Shares
426.15K
Change
+18.59K
Change %
+4.56%
Filing
Mar 31, 2026

Increased

QUADRATURE CAPITAL LTD

Rank #55

0.13%

Shares
419.22K
Change
-337.04K
Change %
-44.57%
Filing
Mar 31, 2026

Decreased

CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM

Rank #56

0.12%

Shares
401.63K
Change
-6.74K
Change %
-1.65%
Filing
Mar 31, 2026

Decreased

PROSHARE ADVISORS LLC

Rank #57

0.12%

Shares
400.28K
Change
-17.51K
Change %
-4.19%
Filing
Mar 31, 2026

Decreased

CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM

Rank #58

0.12%

Shares
388.30K
Change
-82.33K
Change %
-17.49%
Filing
Mar 31, 2026

Decreased

VONTOBEL HOLDING LTD.

Rank #59

0.11%

Shares
373.36K
Change
+348.24K
Change %
+1386.70%
Filing
Mar 31, 2026

Increased

RHUMBLINE ADVISERS

Rank #60

0.10%

Shares
339.75K
Change
+59.93K
Change %
+21.42%
Filing
Mar 31, 2026

Increased

ROYAL BANK OF CANADA

Rank #61

0.10%

Shares
339.00K
Change
-816.97K
Change %
-70.67%
Filing
Mar 31, 2026

Decreased

NEW YORK STATE COMMON RETIREMENT FUND

Rank #62

0.10%

Shares
331.25K
Change
+51.60K
Change %
+18.45%
Filing
Mar 31, 2026

Increased

HSBC HOLDINGS PLC

Rank #63

0.10%

Shares
320.66K
Change
-49.40K
Change %
-13.35%
Filing
Mar 31, 2026

Decreased

BELVEDERE TRADING LLC

Rank #64

0.09%

Shares
310.77K
Change
+145.08K
Change %
+87.56%
Filing
Mar 31, 2026

Increased

MITSUBISHI UFJ ASSET MANAGEMENT CO.

Rank #65

0.09%

Shares
307.18K
Change
+30.56K
Change %
+11.05%
Filing
Mar 31, 2026

Increased

FOUNDATIONS INVESTMENT ADVISORS

Rank #66

0.09%

Shares
305.45K
Change
+39.70K
Change %
+14.94%
Filing
Mar 31, 2026

Increased

VAN ECK ASSOCIATES CORP

Rank #67

0.09%

Shares
301.43K
Change
-165.28K
Change %
-35.41%
Filing
Mar 31, 2026

Decreased

OLD MISSION CAPITAL

Rank #68

0.09%

Shares
297.63K
Change
-196.91K
Change %
-39.82%
Filing
Mar 31, 2026

Decreased

CETERA INVESTMENT ADVISERS

Rank #69

0.08%

Shares
279.63K
Change
+78.63K
Change %
+39.12%
Filing
Mar 31, 2026

Increased

LMR PARTNERS LLP

Rank #70

0.08%

Shares
278.04K
Change
-136.91K
Change %
-32.99%
Filing
Mar 31, 2026

Decreased

OFI INVEST ASSET MANAGEMENT

Rank #71

0.08%

Shares
267.14K
Change
+266.51K
Change %
+42371.22%
Filing
Mar 31, 2026

Increased

EXCHANGE TRADED CONCEPTS

Rank #72

0.08%

Shares
262.07K
Change
+19.90K
Change %
+8.22%
Filing
Mar 31, 2026

Increased

STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM

Rank #73

0.08%

Shares
260.15K
Change
+23.37K
Change %
+9.87%
Filing
Mar 31, 2026

Increased

HUDSON BAY CAPITAL MANAGEMENT LP

Rank #74

0.07%

Shares
229.33K
Change
+140.00K
Change %
+156.72%
Filing
Mar 31, 2026

Increased

AVIVA PLC

Rank #75

0.07%

Shares
228.29K
Change
+9.38K
Change %
+4.28%
Filing
Mar 31, 2026

Increased

COMMONWEALTH EQUITY SERVICES

Rank #76

0.07%

Shares
221.38K
Change
+7.54K
Change %
+3.52%
Filing
Mar 31, 2026

Increased

VICTORY CAPITAL MANAGEMENT INC

Rank #77

0.06%

Shares
214.94K
Change
+20.11K
Change %
+10.32%
Filing
Mar 31, 2026

Increased

JANE STREET GROUP

Rank #78

0.06%

Shares
209.83K
Change
-741.35K
Change %
-77.94%
Filing
Mar 31, 2026

Decreased

BNP PARIBAS FINANCIAL MARKETS

Rank #79

0.06%

Shares
207.02K
Change
-446.17K
Change %
-68.31%
Filing
Mar 31, 2026

Decreased

MIRAE ASSET GLOBAL ETFS HOLDINGS LTD.

Rank #80

0.06%

Shares
202.82K
Change
+60.41K
Change %
+42.42%
Filing
Mar 31, 2026

Increased

Showing 80 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

PurchaseOpen-market or direct purchase reported on Form 4.
Shares
1.50K
% company
<0.01%
Price
$18.24
Value
$27,354

Filed Jun 17, 2026

PATTEN, JARROD M

Director

SaleOpen-market or direct sale reported on Form 4.
Shares
1.50K
% company
<0.01%
Price
Not reported
Value
Not reported

Filed Jun 17, 2026

PATTEN, JARROD M

Director

SaleOpen-market or direct sale reported on Form 4.
Shares
1.50K
% company
<0.01%
Price
$121.31
Value
$181,965

Filed Jun 17, 2026

CHOW, THOMAS C.

EVP & General Counsel

PurchaseOpen-market or direct purchase reported on Form 4.
Shares
11
% company
<0.01%
Price
$66.10
Value
$727.10

Filed Jun 16, 2026

CHOW, THOMAS C.

EVP & General Counsel

PurchaseOpen-market or direct purchase reported on Form 4.
Shares
100
% company
<0.01%
Price
$92.71
Value
$9,271

Filed Jun 16, 2026

PATTEN, JARROD M

Director

PurchaseOpen-market or direct purchase reported on Form 4.
Shares
1.50K
% company
<0.01%
Price
$18.24
Value
$27,354

Filed Jun 15, 2026

PATTEN, JARROD M

Director

SaleOpen-market or direct sale reported on Form 4.
Shares
1.50K
% company
<0.01%
Price
$133.97
Value
$200,951

Filed Jun 15, 2026

PATTEN, JARROD M

Director

SaleOpen-market or direct sale reported on Form 4.
Shares
1.50K
% company
<0.01%
Price
Not reported
Value
Not reported

Filed Jun 15, 2026

KANG, ANDREW

EVP & CFO

SaleOpen-market or direct sale reported on Form 4.
Shares
1.02K
% company
<0.01%
Price
$123.38
Value
$125,728

Filed Jun 9, 2026

LE, PHONG

Director, President & CEO

SaleOpen-market or direct sale reported on Form 4.
Shares
2.89K
% company
<0.01%
Price
$123.38
Value
$356,333

Filed Jun 9, 2026

MONTGOMERY, JEANINE

VP & CAO

SaleOpen-market or direct sale reported on Form 4.
Shares
165
% company
<0.01%
Price
$124.33
Value
$20,514

Filed Jun 9, 2026

MONTGOMERY, JEANINE

VP & CAO

SaleOpen-market or direct sale reported on Form 4.
Shares
4
% company
<0.01%
Price
$124.88
Value
$499.51

Filed 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.