Security record · archived quarter

MSTR

Strategy Inc · Technology · Software - Application

136.83 -9.6% mkt cap $55.06B quote delayed (FMP) · as of Oct 16 22:08 UTC · separate from filing data below

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024

152Tracked holders

-3Δ holders

168.35MShares held

$19.20BReported value

+5New positions

−9Exits

Rising Conviction score 63/100 7 quarters of rising tracked shares ●●●●●● How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth -1.9% · share flow +23.1% · net new positions -2.6% · formula
Concentrated accumulation: rising shares among fewer holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026

Ownership over time

Quarter	Holders	Δ	Shares	Reported value	New	Exits
Q2 2026	146	-2	170.80M	$14.47B	+6	−9
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	n/a
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	n/a	724.26K	$997.02M	n/a	n/a

Holder count

Who holds it · Q1 2026

#	Manager	Shares	Δ shares	Value	Their weight		Held
1	Capital International Investors	31.44M	+52.5%	$3.92B	0.9%	▲ Add	2	SEC ↗
2	BlackRock ✦ (passive)	17.75M	+21.5%	$2.22B	0.0%	▲ Add	4	SEC ↗ ×25
3	Vanguard Capital Management Llc	14.08M	n/a	$1.76B	0.0%	n/c	1	SEC ↗
4	Morgan Stanley ✦	9.29M	-1.0%	$1.16B	0.1%	▼ Trim	3	SEC ↗ ×16
5	Invesco Ltd.	8.72M	+11.4%	$1.09B	0.1%	▲ Add	2	SEC ↗ ×13
6	Capital Research Global Investors	7.62M	+8.7%	$950.42M	0.1%	▲ Add	2	SEC ↗
7	State Street Global Advisors ✦ (passive)	7.02M	+14.6%	$876.21M	0.0%	▲ Add	6	SEC ↗ ×4
8	UBS Group AG	6.31M	+9.6%	$787.66M	0.1%	▲ Add	2	SEC ↗ ×5
9	Geode Capital Management ✦ (passive)	4.66M	+19.0%	$579.42M	0.0%	▲ Add	8	SEC ↗ ×2
10	Capital World Investors ✦	4.28M	+47.1%	$534.40M	0.1%	▲ Add	8	SEC ↗
11	Bank Of America Corp /De/	3.97M	+3.0%	$494.92M	0.0%	▲ Add	2	SEC ↗ ×8
12	Renaissance Technologies ✦	2.13M	+122.6%	$230.77M	0.4%	▲ Add	7	SEC ↗
13	Goldman Sachs Group ✦	1.79M	-23.3%	$222.98M	0.0%	▼ Trim	3	SEC ↗ ×4
14	Northern Trust Corp	1.76M	+11.4%	$219.90M	0.0%	▲ Add	2	SEC ↗ ×7
15	UBS AM, a distinct business unit of…	1.57M	+5.3%	$196.40M	0.0%	▲ Add	2	SEC ↗ ×11
16	Charles Schwab Investment…	1.56M	+22.5%	$194.26M	0.0%	▲ Add	2	SEC ↗
17	Legal & General Group Plc	1.37M	0.0%	$171.28M	0.0%	▲ Add	2	SEC ↗ ×3
18	Tidal Investments LLC	1.46M	+41.9%	$169.85M	0.5%	▲ Add	2	SEC ↗ ×4
19	Susquehanna International Group, Llp	1.28M	+306.1%	$160.07M	0.2%	▲ Add	2	SEC ↗ ×2
20	Citadel Advisors ✦	1.22M	+70.8%	$152.25M	0.1%	▲ Add	8	SEC ↗ ×2
21	Bank of New York Mellon Corp	1.31M	+44.0%	$126.97M	0.0%	▲ Add	2	SEC ↗ ×13
22	Fidelity (FMR) ✦	975.65K	+268.0%	$121.76M	0.0%	▲ Add	4	SEC ↗ ×9
23	Hrt Financial Lp	853.80K	New	$106.55M	0.3%	New	1	SEC ↗
24	Bank Of Montreal /Can/	852.76K	-21.5%	$106.42M	0.0%	▼ Trim	2	SEC ↗ ×10
25	National Pension Service	821.99K	+33.8%	$102.58M	0.1%	▲ Add	2	SEC ↗
26	Deutsche Bank Ag\	784.92K	+7.3%	$97.96M	0.0%	▲ Add	2	SEC ↗ ×7
27	Barclays Plc	771.57K	-32.6%	$96.29M	0.0%	▼ Trim	2	SEC ↗ ×4
28	Swiss National Bank	766.10K	+7.1%	$95.61M	0.1%	▲ Add	2	SEC ↗
29	First Trust Advisors Lp	755.89K	+24.3%	$94.33M	0.1%	▲ Add	2	SEC ↗ ×2
30	Wells Fargo & Company/Mn	725.98K	+125.0%	$90.60M	0.0%	▲ Add	2	SEC ↗ ×5
31	Citigroup Inc	723.02K	+42.7%	$90.23M	0.1%	▲ Add	2	SEC ↗ ×4
32	LPL Financial LLC	707.17K	+14.8%	$88.25M	0.0%	▲ Add	2	SEC ↗
33	Sumitomo Mitsui Trust Group, Inc.	599.33K	-1.2%	$74.80M	0.0%	▼ Trim	2	SEC ↗
34	Nuveen, LLC	577.28K	+20.0%	$72.01M	0.0%	▲ Add	2	SEC ↗ ×3
35	JPMorgan Chase ✦	564.36K	+13.2%	$68.54M	0.0%	▲ Add	3	SEC ↗ ×14
36	Amundi	531.99K	-88.9%	$66.39M	0.0%	▼ Trim	2	SEC ↗ ×5
37	National Bank Of Canada /Fi/	529.98K	-47.1%	$66.14M	0.1%	▼ Trim	2	SEC ↗ ×3
38	Canada Pension Plan Investment Board	521.19K	+18.8%	$65.04M	0.0%	▲ Add	2	SEC ↗
39	Ctc Llc	505.23K	+117.9%	$63.05M	5.0%	▲ Add	2	SEC ↗
40	T. Rowe Price ✦	426.15K	+4.6%	$53.19M	0.0%	▲ Add	8	SEC ↗ ×2
41	California State Teachers…	401.63K	-1.6%	$50.12M	0.1%	▼ Trim	2	SEC ↗
42	ProShare Advisors LLC	400.28K	-4.2%	$49.96M	0.1%	▼ Trim	2	SEC ↗
43	California Public Employees…	388.30K	-17.5%	$48.46M	0.0%	▼ Trim	2	SEC ↗
44	Rhumbline Advisers	339.75K	+21.4%	$42.40M	0.0%	▲ Add	2	SEC ↗
45	Royal Bank Of Canada	339.00K	-70.7%	$42.31M	0.0%	▼ Trim	2	SEC ↗ ×9
46	New York State Common Retirement…	331.25K	+18.4%	$41.34M	0.1%	▲ Add	2	SEC ↗
47	Hsbc Holdings Plc	320.66K	-56.7%	$39.74M	0.0%	▼ Trim	2	SEC ↗ ×7
48	Belvedere Trading LLC	310.77K	+87.6%	$38.78M	5.2%	▲ Add	2	SEC ↗
49	Mitsubishi UFJ Asset Management…	307.18K	+11.1%	$38.34M	0.0%	▲ Add	2	SEC ↗
50	Cetera Investment Advisers	279.63K	+39.1%	$34.90M	0.0%	▲ Add	2	SEC ↗
51	LMR Partners LLP	278.04K	-33.0%	$34.70M	0.4%	▼ Trim	2	SEC ↗ ×5
52	State Board Of Administration Of…	260.15K	+9.9%	$32.47M	0.1%	▲ Add	2	SEC ↗
53	Aviva Plc	228.29K	+4.3%	$28.49M	0.0%	▲ Add	2	SEC ↗
54	Commonwealth Equity Services, Llc	221.38K	+3.5%	$27.63M	0.0%	▲ Add	2	SEC ↗
55	Victory Capital Management Inc	214.94K	+10.3%	$26.82M	0.0%	▲ Add	2	SEC ↗
56	Jane Street Group, Llc	209.83K	-77.9%	$26.19M	0.0%	▼ Trim	2	SEC ↗ ×4
57	Bnp Paribas Financial Markets	207.02K	-68.3%	$25.84M	0.0%	▼ Trim	2	SEC ↗ ×3
58	MIRAE ASSET GLOBAL ETFS HOLDINGS…	202.82K	+42.4%	$25.31M	0.0%	▲ Add	2	SEC ↗ ×3
59	Stifel Financial Corp	173.81K	-10.4%	$21.69M	0.0%	▼ Trim	2	SEC ↗ ×3
60	BNP Paribas Asset Management…	166.55K	+61.6%	$20.78M	0.0%	▲ Add	2	SEC ↗ ×2
61	Cwm, Llc	161.81K	+550.8%	$20.19M	0.1%	▲ Add	2	SEC ↗
62	HighTower Advisors, LLC	158.79K	+35.5%	$19.82M	0.0%	▲ Add	2	SEC ↗
63	State Of Wisconsin Investment Board	3.14M	+2283.9%	$19.61M	0.0%	▲ Add	2	SEC ↗ ×2
64	Universal- Beteiligungs- und…	148.46K	+10.0%	$18.53M	0.0%	▲ Add	2	SEC ↗ ×3
65	Nomura Holdings Inc	147.88K	-18.6%	$18.46M	0.2%	▼ Trim	2	SEC ↗ ×2
66	Parallax Volatility Advisers, L.P.	110.06K	+177.0%	$18.05M	0.9%	▲ Add	2	SEC ↗
67	Alliancebernstein L.P.	118.33K	+37.3%	$17.98M	0.0%	▲ Add	2	SEC ↗
68	AQR Capital Management ✦	145.93K	+688.0%	$17.88M	0.0%	▲ Add	8	SEC ↗ ×7
69	Captrust Financial Advisors	138.14K	+1451.2%	$17.24M	0.0%	▲ Add	2	SEC ↗
70	Royal London Asset Management Ltd	136.26K	+10.1%	$17.01M	0.0%	▲ Add	2	SEC ↗
71	Danske Bank A/S	132.19K	-0.4%	$16.50M	0.0%	▼ Trim	2	SEC ↗ ×3
72	Credit Agricole S A	124.67K	-38.0%	$15.56M	0.1%	▼ Trim	2	SEC ↗ ×2
73	Balyasny Asset Management L.P.	11.02M	+40640.7%	$15.55M	0.0%	▲ Add	2	SEC ↗ ×3
74	Robeco Institutional Asset…	120.46K	+6.7%	$15.03M	0.0%	▲ Add	2	SEC ↗
75	Td Asset Management Inc	112.55K	+3.5%	$14.05M	0.0%	▲ Add	2	SEC ↗
76	Mariner, LLC	111.85K	+9.9%	$13.96M	0.0%	▲ Add	2	SEC ↗ ×2
77	Mirae Asset Global Investments Co.…	110.38K	+26.1%	$13.78M	0.0%	▲ Add	2	SEC ↗ ×2
78	Asset Management One Co., Ltd.	104.83K	+2.8%	$13.08M	0.0%	▲ Add	2	SEC ↗
79	Man Group plc	104.69K	+322.8%	$13.07M	0.0%	▲ Add	2	SEC ↗ ×5
80	Mitsubishi UFJ Trust & Banking Corp	104.45K	+0.7%	$13.04M	0.0%	▲ Add	2	SEC ↗
81	DZ BANK AG Deutsche Zentral…	104.54K	-22.1%	$13.01M	0.0%	▼ Trim	2	SEC ↗ ×4
82	Mml Investors Services, Llc	104.22K	+24.6%	$13.01M	0.0%	▲ Add	2	SEC ↗
83	Pictet Asset Management Holding SA	100.49K	-5.5%	$12.54M	0.0%	▼ Trim	2	SEC ↗
84	Creative Planning	99.37K	+31.4%	$12.40M	0.0%	▲ Add	2	SEC ↗
85	Storebrand Asset Management As	97.46K	-33.6%	$12.16M	0.0%	▼ Trim	2	SEC ↗
86	Nomura Asset Management Co Ltd	95.45K	+3.2%	$11.91M	0.0%	▲ Add	2	SEC ↗
87	Raymond James Financial Inc	86.65K	+0.7%	$10.81M	0.0%	▲ Add	2	SEC ↗ ×2
88	Ameriprise Financial Inc	86.21K	+12.5%	$10.76M	0.0%	▲ Add	2	SEC ↗ ×5
89	Korea Investment CORP	85.01K	-36.7%	$10.61M	0.0%	▼ Trim	2	SEC ↗
90	Swedbank AB	82.31K	+3.6%	$10.27M	0.0%	▲ Add	2	SEC ↗ ×2
91	Squarepoint Ops LLC	80.43K	+239.4%	$10.04M	0.0%	▲ Add	2	SEC ↗
92	Schroder Investment Management Group	75.91K	n/a	$9.47M	0.0%	n/c	1	SEC ↗ ×2
93	Zurcher Kantonalbank (Zurich…	72.45K	+2.9%	$9.04M	0.0%	▲ Add	2	SEC ↗ ×3
94	Point72 Asset Management ✦	72.43K	New	$9.04M	0.0%	New	1	SEC ↗ ×3
95	Rockefeller Capital Management L.P.	70.88K	+28.6%	$8.85M	0.0%	▲ Add	2	SEC ↗ ×4
96	CIBC Asset Management Inc	67.86K	+12.0%	$8.47M	0.0%	▲ Add	2	SEC ↗
97	Capstone Investment Advisors, Llc	63.39K	+19.1%	$7.91M	0.1%	▲ Add	2	SEC ↗ ×3
98	Mercer Global Advisors Inc /Adv	63.27K	+2.0%	$7.89M	0.0%	▲ Add	2	SEC ↗
99	Quantinno Capital Management LP	60.13K	+88.2%	$7.50M	0.0%	▲ Add	2	SEC ↗
100	Aberdeen Group plc	58.21K	+9.4%	$7.26M	0.0%	▲ Add	2	SEC ↗ ×2

“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.

New buyers

Hrt Financial Lp	$106.55M	0.3%
Point72 Asset Management	$9.04M	0.0%

Exited

Norges Bank	$536.14M	was 0.1%
Peak6 Llc	$109.91M	was 1.5%
Marshall Wace	$15.20M	was 0.0%
Lido Advisors, LLC	$7.32M	was 0.0%
FIL Ltd	$966,554	was 0.0%
Two Sigma Investments	$873,712	was 0.0%
Nomura Asset Management…	$700,000	was 0.0%
Tudor Investment Corp Et Al	$480,162	was 0.0%
Empower Advisory Group, LLC	$266,216	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.

MSFT151shared holders NVDA150shared holders MU150shared holders META150shared holders GOOGL149shared holders

Insider transactions

Open-market purchases (P)

No open-market insider purchases in our coverage window.

Open-market sales (S)

Oct 09 Patten Jarrod M

Director · 450 sh · $69,512

Oct 09 Patten Jarrod M

Director · 450 sh · $71,100

Oct 09 Patten Jarrod M

Director · 450 sh · $70,200

Oct 08 Patten Jarrod M

Director · 950 sh · $143,013

Oct 08 Patten Jarrod M

Director · 450 sh · $68,400

Sep 22 Patten Jarrod M

Director · 475 sh · $81,225

Sep 21 Patten Jarrod M

Director · 475 sh · $78,842

Sep 21 Patten Jarrod M

Director · 475 sh · $80,275

Sep 21 Patten Jarrod M

Director · 475 sh · $79,325

Sep 04 Chow Thomas C.

Officer · 106 sh · $14,708

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: Q1 2026 · Methodology · Get this via the API

☆ MSTR

New buyers

Exited

Open-market purchases (P)

Open-market sales (S)

MSTR