SEC ownership of Strategy Inc

Top holders, 13D/G large-stake signals, insider positions, and transaction flow tied to CIK 0001050446.

Comparable stake leader

Capital International Investors

Disclosed value leader

BlackRock, Inc.

Comparable rows

50/50

Latest evidence

31 Mar 2026

Ownership snapshot CIK-linked ownership evidence from parsed SEC filings. 3 signals
Comparable ownership rows
50 of 50
Meaning: Rows with safely comparable ownership %
Latest 13D/G holder
Capital International Investors
Source: Latest parsed Schedule 13D/G stake
Latest parsed ownership date
31 Mar 2026
Freshness: Most recent filing date in this holder set
Issuer Names, identifiers, and filing context for this profile. 2 identity fields
Issuer CIK
0001050446
Issuer location
Tysons Corner, VA

Ownership snapshot

Top shareholders of Strategy Inc (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.

Comparable stake leader
Capital International Inv...
Disclosed value leader
BlackRock, Inc.
Comparable rows
50/50
Latest evidence
31 Mar 2026
13F 13D/G Lead comparable stake: 10% 13D/G row: Capital International Investors Showing 1-8 of 50 holder rows.

Quick read

Capital International Investors leads the comparable SEC ownership view at 10%.

50 of 50 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.

Open SEC evidence Opens Capital International Investors's linked filing trail.
Comparable ownership Top 5
Capital International Investors 10%
BlackRock, Inc. 5.8%
VANGUARD CAPITAL MANAGEMENT LLC 5.3%
SUSQUEHANNA SECURITIES, LLC 4.8%
JANE STREET GROUP, LLC 4%

Ownership % is shown only when SEC disclosures are safely comparable across share classes.

Detailed SEC evidence table Showing 1-8 of 50 holder rows
Holder Evidence Ownership % Position 12M Net Δ As of
Capital International Investors
13F 13D/G
Company
10%
from 13D/G
$4,031,528,882
32,964,442 shares
mixed-class rows
31 Mar 2026
BlackRock, Inc.
13D/G 13F
Company
5.8%
$5,240,959,106
14,193,525 shares
$0 31 Mar 2025
VANGUARD CAPITAL MANAGEMENT LLC
13F 13D/G
Company · Vanguard Capital Management
5.3%
from 13D/G
$1,756,873,498
14,077,512 shares
31 Mar 2026
SUSQUEHANNA SECURITIES, LLC
13D/G
Capital Ventures International
4.8%
$4,147,660,791
12,872,539 shares
-$101,794,194 30 Sep 2025
JANE STREET GROUP, LLC
13D/G 13F
Company
4%
$1,729,238,583
13,064,661 shares
-$851,969,421 31 Mar 2026
VANGUARD PORTFOLIO MANAGEMENT LLC
13F
Company
13F
4.5%
$1,839,765,034
14,741,707 shares
31 Mar 2026
Capital Research Global Investors
13F
Company
13F
2.3%
$950,421,828
7,615,709 shares
31 Mar 2026
GEODE CAPITAL MANAGEMENT, LLC
13F
Company
13F
1.4%
$579,421,055
4,655,865 shares
31 Mar 2026
How to read this table

Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.

Forms 3/4/5 flow

Insider trading overview

Net insider flow leans to selling over the last 12 months. Net value: -$79,341,607.

Buys
$28,621,589
Insiders: 10
Sells
$107,963,196
Insiders: 5
Net
-$79,341,607
Shares: -112,575
Window
Last 12 months
4 rolling buckets
Buy value Sell value
Shares: 310,041 Shares: 422,616
Window (months) Buy shares Sell shares Buy value Sell value Net value
0-3 11,166 208,211 $1,014,221 $27,486,710 -$26,472,489
3-6 8,521 3,210 $1,130,026 $440,585 +$689,441
6-9 24,880 59,045 $2,421,112 $17,188,698 -$14,767,587
9-12 265,474 152,150 $24,056,229 $62,847,202 -$38,790,973

Reporting owners

Insider holders from Forms 3/4/5

Showing 1-16 of 16 reporting-owner rows connected to Strategy Inc. Open a relationship link for the CIK-to-CIK filing trail.

Rows
16
Largest Forms 3/4/5 holder
Michael J. Saylor
Net 12M change
-$79,341,608
Latest report
22 Jun 2026
Name Relationship Holdings Value Past Year Net Change Change % Valuation Report Date
Michael J. Saylor Executive Chairman, Director, 10%+ Owner $2,616,734,078 Mixed 25 Apr 2024
Le Phong President & CEO, Director $29,916,088 -$10,786,943 -27% Mixed 22 Jun 2026
Peter L. Briger Jr. Director $19,800,000 +$19,800,000 +100% Mixed 31 May 2026
Andrew Kang Evp & Cfo $18,185,398 -$16,045,186 -47% Mixed 08 Jun 2026
Wei-Ming Shao EVP & General Counsel $14,246,680 -$49,933,608 -78% Mixed 18 Nov 2025
Leslie J. Rechan Director $11,064,749 Mixed 31 May 2025
Jarrod M. Patten Director $7,850,509 -$5,941,443 -43% Mixed 17 Jun 2026
Jeanine Montgomery Vp & Cao $3,392,613 -$18,539,634 -85% Mixed 08 Jun 2026
Kevin Adkisson Sevp & Cro $3,362,893 Mixed 05 Jun 2023
Gregg Winiarski Director $2,356,725 +$976,520 +71% Mixed 31 May 2026
Jane A. Dietze Director $1,738,351 +$339,293 +24% Mixed 31 May 2026
Brian P. Brooks Director $1,380,205 Mixed 31 May 2026
Timothy Edwin Lang Sevp & Cto $1,326,181 Mixed 09 Feb 2023
Stephen X. Graham Director $1,166,798 Mixed 31 May 2026
Carl J. Rickertsen Director $798,638 +$779,395 +4050% Mixed 31 May 2026
Thomas C. Chow EVP & General Counsel $9,998 +$9,998 +100% Filing P/S 16 Jun 2026

Recent insider transactions for Strategy Inc

Showing up to 300 recent insider transactions from the last 12 months.

Insider Symbol Class Transaction % SEC-reported value SEC-reported price Shares Shares owned Date Ownership
Le Phong MSTR Series A Perpetual Stretch Preferred Stock Purchase $998,756 $90.80 11,000 11,000 22 Jun 2026 By Phong Le Revocable Trust
Jarrod M. Patten MSTR Class A Common Stock Sale -5.02% $181,965 $121.31 -1,500 28,406 17 Jun 2026 Direct
Jarrod M. Patten MSTR Class A Common Stock Options Exercise 5.28% 1,500 29,906 17 Jun 2026 Direct
Jarrod M. Patten MSTR Director Stock Option (Right to buy) Options Exercise -3.39% -1,500 42,750 17 Jun 2026 Direct
Thomas C. Chow MSTR Series A Perpetual Strike Preferred Stock Purchase $727 $66.10 11 11 16 Jun 2026 Direct
Thomas C. Chow MSTR Series A Perpetual Stretch Preferred Stock Purchase $9,271 $92.71 100 100 16 Jun 2026 Direct
Jarrod M. Patten MSTR Class A Common Stock Sale -5.02% $200,950 $133.97 -1,500 28,406 15 Jun 2026 Direct
Jarrod M. Patten MSTR Class A Common Stock Options Exercise 5.28% 1,500 29,906 15 Jun 2026 Direct
Jarrod M. Patten MSTR Director Stock Option (Right to buy) Options Exercise -3.28% -1,500 44,250 15 Jun 2026 Direct
Le Phong MSTR Class A Common Stock Sale -4.19% $683,838 $123.84 -5,522 126,323 09 Jun 2026 Direct
Andrew Kang MSTR Class A Common Stock Sale -2.67% $241,363 $123.84 -1,949 71,044 09 Jun 2026 Direct
Jeanine Montgomery MSTR Class A Common Stock Sale -3.06% $43,839 $123.84 -354 11,209 09 Jun 2026 Direct
Le Phong MSTR Class A Common Stock Options Exercise 9.94% 11,920 131,845 08 Jun 2026 Direct
Le Phong MSTR Restricted Stock Units Options Exercise -50% -11,920 11,920 08 Jun 2026 Direct
Andrew Kang MSTR Class A Common Stock Options Exercise 6.2% 4,260 72,993 08 Jun 2026 Direct
Andrew Kang MSTR Restricted Stock Units Options Exercise -50% -4,260 4,260 08 Jun 2026 Direct
Jeanine Montgomery MSTR Class A Common Stock Options Exercise 10.9% 1,140 11,563 08 Jun 2026 Direct
Jeanine Montgomery MSTR Restricted Stock Units Options Exercise -50% -1,140 1,140 08 Jun 2026 Direct
Le Phong MSTR Class A Common Stock Sale -43.9% $11,129,247 $118.73 -93,738 119,925 05 Jun 2026 Direct
Andrew Kang MSTR Class A Common Stock Sale -32.5% $3,925,353 $118.73 -33,062 68,733 05 Jun 2026 Direct
Le Phong MSTR Class A Common Stock Options Exercise 832.1% 190,740 213,663 03 Jun 2026 Direct
Le Phong MSTR Performance Stock Unit Options Exercise -100% -190,740 0 03 Jun 2026 Direct
Andrew Kang MSTR Class A Common Stock Options Exercise 202.3% 68,120 101,795 03 Jun 2026 Direct
Andrew Kang MSTR Performance Stock Unit Options Exercise -100% -68,120 0 03 Jun 2026 Direct
Peter L. Briger Jr. MSTR Restricted Stock Units Award 943 943 31 May 2026 Direct
Peter L. Briger Jr. MSTR Director Stock Option (Right to buy) Award 1,221 1,221 31 May 2026 Direct
Gregg Winiarski MSTR Class A Common Stock Options Exercise 59.2% 406 1,092 31 May 2026 Direct
Gregg Winiarski MSTR Restricted Stock Units Award 943 943 31 May 2026 Direct
Gregg Winiarski MSTR Director Stock Option (Right to buy) Award 1,221 1,221 31 May 2026 Direct
Gregg Winiarski MSTR Restricted Stock Units Options Exercise -100% -406 0 31 May 2026 Direct
Carl J. Rickertsen MSTR Class A Common Stock Options Exercise 8.12% 406 5,406 31 May 2026 Direct
Carl J. Rickertsen MSTR Restricted Stock Units Award 943 943 31 May 2026 Direct
Carl J. Rickertsen MSTR Director Stock Option (Right to buy) Award 1,221 1,221 31 May 2026 Direct
Carl J. Rickertsen MSTR Restricted Stock Units Options Exercise -100% -406 0 31 May 2026 Direct
Jarrod M. Patten MSTR Class A Common Stock Options Exercise 1.45% 406 28,406 31 May 2026 Direct
Jarrod M. Patten MSTR Restricted Stock Units Award 943 943 31 May 2026 Direct
Jarrod M. Patten MSTR Director Stock Option (Right to buy) Award 1,221 1,221 31 May 2026 Direct
Jarrod M. Patten MSTR Restricted Stock Units Options Exercise -100% -406 0 31 May 2026 Direct
Stephen X. Graham MSTR Class A Common Stock Options Exercise 5.11% 406 8,356 31 May 2026 Direct
Stephen X. Graham MSTR Restricted Stock Units Award 943 943 31 May 2026 Direct
Stephen X. Graham MSTR Director Stock Option (Right to buy) Award 1,221 1,221 31 May 2026 Direct
Stephen X. Graham MSTR Restricted Stock Units Options Exercise -100% -406 0 31 May 2026 Direct
Jane A. Dietze MSTR Class A Common Stock Options Exercise 59.2% 406 1,092 31 May 2026 Direct
Jane A. Dietze MSTR Restricted Stock Units Award 943 943 31 May 2026 Direct
Jane A. Dietze MSTR Director Stock Option (Right to buy) Award 1,221 1,221 31 May 2026 Direct
Jane A. Dietze MSTR Restricted Stock Units Options Exercise -100% -406 0 31 May 2026 Direct
Brian P. Brooks MSTR Class A Common Stock Options Exercise 59.2% 406 1,092 31 May 2026 Direct
Brian P. Brooks MSTR Restricted Stock Units Award 943 943 31 May 2026 Direct
Brian P. Brooks MSTR Director Stock Option (Right to buy) Award 1,221 1,221 31 May 2026 Direct
Brian P. Brooks MSTR Restricted Stock Units Options Exercise -100% -406 0 31 May 2026 Direct
* marks a reported price that did not pass the local price check.
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