Security record
MSTR
Strategy Inc · Technology · Software - Application
148Tracked holders
-2Δ holders
172.24MShares held
$14.60BReported value
+6New positions
−7Exits
Momentum inputs (comparable managers):
holder breadth -1.3% ·
share flow +0.3% ·
net new positions -0.7%
— formula
Concentrated accumulation — rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 148 | -2 | 172.24M | $14.60B | +6 | −7 |
| Q1 2026 | 152 | -3 | 168.35M | $19.20B | +5 | −9 |
| Q4 2025 | 154 | 0 | 150.12M | $22.87B | +2 | −1 |
| Q3 2025 | 19 | +1 | 63.41M | $20.40B | +2 | −2 |
| Q2 2025 | 16 | +2 | 49.94M | $20.10B | +2 | — |
| Q1 2025 | 11 | -1 | 14.40M | $4.15B | +1 | −2 |
| Q4 2024 | 12 | 0 | 10.06M | $2.90B | +2 | −2 |
| Q3 2024 | 11 | +2 | 5.89M | $991.46M | +3 | −1 |
| Q2 2024 | 9 | — | 724.26K | $997.02M | — | — |
Who holds it · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Capital International Investors | 34.90M | +11.0% | $3.03B | 0.6% | ▲ Add | 3 | SEC ↗ |
| 2 | BlackRock ✦ (passive) | 19.39M | +9.2% | $1.69B | 0.0% | ▲ Add | 5 | SEC ↗ |
| 3 | BlackRock ✦ (passive) | 19.39M | +9.2% | $1.69B | 0.0% | ▲ Add | 5 | SEC ↗ |
| 4 | BlackRock ✦ (passive) | 19.39M | +9.2% | $1.69B | 0.0% | ▲ Add | 5 | SEC ↗ |
| 5 | BlackRock ✦ (passive) | 19.39M | +9.2% | $1.69B | 0.0% | ▲ Add | 5 | SEC ↗ |
| 6 | BlackRock ✦ (passive) | 19.39M | +9.2% | $1.69B | 0.0% | ▲ Add | 5 | SEC ↗ |
| 7 | BlackRock ✦ (passive) | 19.39M | +9.2% | $1.69B | 0.0% | ▲ Add | 5 | SEC ↗ |
| 8 | BlackRock ✦ (passive) | 19.39M | +9.2% | $1.69B | 0.0% | ▲ Add | 5 | SEC ↗ |
| 9 | BlackRock ✦ (passive) | 19.39M | +9.2% | $1.69B | 0.0% | ▲ Add | 5 | SEC ↗ |
| 10 | BlackRock ✦ (passive) | 19.39M | +9.2% | $1.69B | 0.0% | ▲ Add | 5 | SEC ↗ |
| 11 | BlackRock ✦ (passive) | 19.39M | +9.2% | $1.69B | 0.0% | ▲ Add | 5 | SEC ↗ |
| 12 | BlackRock ✦ (passive) | 19.39M | +9.2% | $1.69B | 0.0% | ▲ Add | 5 | SEC ↗ |
| 13 | BlackRock ✦ (passive) | 19.39M | +9.2% | $1.69B | 0.0% | ▲ Add | 5 | SEC ↗ |
| 14 | BlackRock ✦ (passive) | 19.39M | +9.2% | $1.69B | 0.0% | ▲ Add | 5 | SEC ↗ |
| 15 | BlackRock ✦ (passive) | 19.39M | +9.2% | $1.69B | 0.0% | ▲ Add | 5 | SEC ↗ |
| 16 | BlackRock ✦ (passive) | 19.39M | +9.2% | $1.69B | 0.0% | ▲ Add | 5 | SEC ↗ |
| 17 | BlackRock ✦ (passive) | 19.39M | +9.2% | $1.69B | 0.0% | ▲ Add | 5 | SEC ↗ |
| 18 | BlackRock ✦ (passive) | 19.39M | +9.2% | $1.69B | 0.0% | ▲ Add | 5 | SEC ↗ |
| 19 | BlackRock ✦ (passive) | 19.39M | +9.2% | $1.69B | 0.0% | ▲ Add | 5 | SEC ↗ |
| 20 | BlackRock ✦ (passive) | 19.39M | +9.2% | $1.69B | 0.0% | ▲ Add | 5 | SEC ↗ |
| 21 | BlackRock ✦ (passive) | 19.39M | +9.2% | $1.69B | 0.0% | ▲ Add | 5 | SEC ↗ |
| 22 | BlackRock ✦ (passive) | 19.39M | +9.2% | $1.69B | 0.0% | ▲ Add | 5 | SEC ↗ |
| 23 | BlackRock ✦ (passive) | 19.39M | +9.2% | $1.69B | 0.0% | ▲ Add | 5 | SEC ↗ |
| 24 | BlackRock ✦ (passive) | 19.39M | +9.2% | $1.69B | 0.0% | ▲ Add | 5 | SEC ↗ |
| 25 | BlackRock ✦ (passive) | 19.39M | +9.2% | $1.69B | 0.0% | ▲ Add | 5 | SEC ↗ |
| 26 | Vanguard Capital Management Llc | 14.94M | +6.1% | $1.30B | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Invesco Ltd. | 9.34M | +7.1% | $811.99M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 28 | Invesco Ltd. | 9.34M | +7.1% | $811.99M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 29 | Invesco Ltd. | 9.34M | +7.1% | $811.99M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 30 | Invesco Ltd. | 9.34M | +7.1% | $811.99M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 31 | Invesco Ltd. | 9.34M | +7.1% | $811.99M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 32 | Invesco Ltd. | 9.34M | +7.1% | $811.99M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 33 | Invesco Ltd. | 9.34M | +7.1% | $811.99M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 34 | Invesco Ltd. | 9.34M | +7.1% | $811.99M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 35 | Invesco Ltd. | 9.34M | +7.1% | $811.99M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 36 | Invesco Ltd. | 9.34M | +7.1% | $811.99M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 37 | Morgan Stanley ✦ | 9.33M | +0.5% | $811.10M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 38 | Morgan Stanley ✦ | 9.33M | +0.5% | $811.10M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 39 | Morgan Stanley ✦ | 9.33M | +0.5% | $811.10M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 40 | Morgan Stanley ✦ | 9.33M | +0.5% | $811.10M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 41 | Morgan Stanley ✦ | 9.33M | +0.5% | $811.10M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 42 | Morgan Stanley ✦ | 9.33M | +0.5% | $811.10M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 43 | Morgan Stanley ✦ | 9.33M | +0.5% | $811.10M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 44 | Morgan Stanley ✦ | 9.33M | +0.5% | $811.10M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 45 | Morgan Stanley ✦ | 9.33M | +0.5% | $811.10M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 46 | Morgan Stanley ✦ | 9.33M | +0.5% | $811.10M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 47 | Morgan Stanley ✦ | 9.33M | +0.5% | $811.10M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 48 | Morgan Stanley ✦ | 9.33M | +0.5% | $811.10M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 49 | Morgan Stanley ✦ | 9.33M | +0.5% | $811.10M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 50 | Morgan Stanley ✦ | 9.33M | +0.5% | $811.10M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 51 | Morgan Stanley ✦ | 9.33M | +0.5% | $811.10M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 52 | Morgan Stanley ✦ | 9.33M | +0.5% | $811.10M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 53 | State Street Global Advisors ✦ (passive) | 7.53M | +7.2% | $654.37M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 54 | State Street Global Advisors ✦ (passive) | 7.53M | +7.2% | $654.37M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 55 | State Street Global Advisors ✦ (passive) | 7.53M | +7.2% | $654.37M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 56 | State Street Global Advisors ✦ (passive) | 7.53M | +7.2% | $654.37M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 57 | Goldman Sachs Group ✦ | 5.81M | +225.2% | $505.08M | 0.1% | ▲ Add | 4 | SEC ↗ |
| 58 | Goldman Sachs Group ✦ | 5.81M | +225.2% | $505.08M | 0.1% | ▲ Add | 4 | SEC ↗ |
| 59 | Goldman Sachs Group ✦ | 5.81M | +225.2% | $505.08M | 0.1% | ▲ Add | 4 | SEC ↗ |
| 60 | Goldman Sachs Group ✦ | 5.81M | +225.2% | $505.08M | 0.1% | ▲ Add | 4 | SEC ↗ |
| 61 | Goldman Sachs Group ✦ | 5.81M | +225.2% | $505.08M | 0.1% | ▲ Add | 4 | SEC ↗ |
| 62 | UBS Group AG | 4.94M | -21.7% | $429.73M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 63 | UBS Group AG | 4.94M | -21.7% | $429.73M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 64 | UBS Group AG | 4.94M | -21.7% | $429.73M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 65 | UBS Group AG | 4.94M | -21.7% | $429.73M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 66 | UBS Group AG | 4.94M | -21.7% | $429.73M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 67 | UBS Group AG | 4.94M | -21.7% | $429.73M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 68 | Geode Capital Management ✦ (passive) | 4.61M | -1.1% | $399.30M | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 69 | Geode Capital Management ✦ (passive) | 4.61M | -1.1% | $399.30M | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 70 | Capital World Investors ✦ | 4.31M | +0.7% | $374.76M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 71 | Norges Bank ✦ (passive) | 3.98M | New | $345.94M | 0.0% | New | 1 | SEC ↗ |
| 72 | Capital Research Global Investors | 2.99M | -60.7% | $260.25M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 73 | Jane Street Group, Llc | 2.68M | +1176.1% | $232.77M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 74 | Jane Street Group, Llc | 2.68M | +1176.1% | $232.77M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 75 | Renaissance Technologies ✦ | 2.55M | +19.8% | $221.99M | 0.3% | ▲ Add | 8 | SEC ↗ |
| 76 | Susquehanna International Group, Llp | 2.52M | +96.5% | $219.14M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 77 | Susquehanna International Group, Llp | 2.52M | +96.5% | $219.14M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 78 | Wells Fargo & Company/Mn | 1.99M | +174.7% | $173.36M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 79 | Wells Fargo & Company/Mn | 1.99M | +174.7% | $173.36M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 80 | Wells Fargo & Company/Mn | 1.99M | +174.7% | $173.36M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 81 | Wells Fargo & Company/Mn | 1.99M | +174.7% | $173.36M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 82 | Wells Fargo & Company/Mn | 1.99M | +174.7% | $173.36M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 83 | Hrt Financial Lp | 1.99M | +133.2% | $173.10M | 0.3% | ▲ Add | 2 | SEC ↗ |
| 84 | Hrt Financial Lp | 1.99M | +133.2% | $173.10M | 0.3% | ▲ Add | 2 | SEC ↗ |
| 85 | Northern Trust Corp | 1.83M | +4.0% | $159.22M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 86 | Northern Trust Corp | 1.83M | +4.0% | $159.22M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 87 | Northern Trust Corp | 1.83M | +4.0% | $159.22M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 88 | Northern Trust Corp | 1.83M | +4.0% | $159.22M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 89 | Northern Trust Corp | 1.83M | +4.0% | $159.22M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 90 | Northern Trust Corp | 1.83M | +4.0% | $159.22M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 91 | Northern Trust Corp | 1.83M | +4.0% | $159.22M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 92 | Charles Schwab Investment… | 1.80M | +15.4% | $156.11M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 93 | Charles Schwab Investment… | 1.80M | +15.4% | $156.11M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 94 | Legal & General Group Plc | 1.42M | +3.5% | $123.53M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 95 | Legal & General Group Plc | 1.42M | +3.5% | $123.53M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 96 | Legal & General Group Plc | 1.42M | +3.5% | $123.53M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 97 | UBS AM, a distinct business unit of… | 1.35M | -14.4% | $117.09M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 98 | UBS AM, a distinct business unit of… | 1.35M | -14.4% | $117.09M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 99 | UBS AM, a distinct business unit of… | 1.35M | -14.4% | $117.09M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 100 | UBS AM, a distinct business unit of… | 1.35M | -14.4% | $117.09M | 0.0% | ▼ Trim | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Norges Bank | $345.94M | 0.0% |
Exited
| Point72 Asset Management | $9.04M | was 0.0% |
| Simplex Trading, Llc | $5.73M | was 0.2% |
| Optiver Holding B.V. | $3.77M | was 0.1% |
| Qube Research & Technologies… | $693,514 | was 0.0% |
| Neuberger Berman Group LLC | $516,926 | was 0.0% |
| Millennium Management | $374,400 | was 0.0% |
| Allspring Global Investments… | $211,181 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 2 holders, 853.86K shares, $113,445 reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Open-market purchases (P)
No open-market insider purchases in our coverage window.
Open-market sales (S)
Aug 07
Patten Jarrod M
Director · 1.95K sh · $197,925
Aug 07
Patten Jarrod M
Director · 925 sh · $94,988
Aug 07
Patten Jarrod M
Director · 925 sh · $96,232
Awards, exercises and tax withholding are never counted as buys or sales here. Methodology
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q2 2026 ·
Methodology ·
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