Holder evidence
50
SEC ownership of Strategy Inc
Top holders, 13D/G large-stake signals, insider positions, and transaction flow tied to CIK 0001050446.
Lead holder
Capital International Investors
13D/G signal
Capital International Investors
Latest evidence
31 Mar 2026
- CIK
- 0001050446
- Symbol
- MSTR, STRC, STRD, STRF, STRK on Nasdaq
- Location
- Tysons Corner, VA
- SEC evidence mix
- 13F and 13D/G
- Lead holder
- Capital International Investors
- Latest large-stake holder
- Capital International Investors
- Latest evidence date
- 31 Mar 2026
Issuer identity
Ownership snapshot
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.
Lead holder
Capital International Inv...
13D/G signal
Capital International Inv...
Evidence rows
50
Latest as of
31 Mar 2026
13F
13D/G
Lead comparable stake: 10%
13D/G row: Capital International Investors
Showing 1-8 of 50 holder rows.
Rank 1 holder
Capital International Investors
13F
13D/G
- Ownership
- 10%
- Position
- $4.03B
Rank 2 holder
BlackRock, Inc.
13D/G
13F
- Ownership
- 5.8%
- Position
- $5.24B
Rank 3 holder
VANGUARD CAPITAL MANAGEMENT LLC
13F
13D/G
- Ownership
- 5.3%
- Position
- $1.76B
| 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
|
4.5%
|
$1,839,765,034
14,741,707 shares
|
— | 31 Mar 2026 |
| Capital Research Global Investors |
13F
Company
|
2.3%
|
$950,421,828
7,615,709 shares
|
— | 31 Mar 2026 |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
Company
|
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: -$75,507,481.
Buys
$28,911,380
Insiders: 9
Sells
$104,418,860
Insiders: 6
Net
-$75,507,481
Shares: +7,783
Window
Last 12 months
4 rolling buckets
Buy value
Sell value
Shares: 314,207
Shares: 306,424
| Window (months) | Buy shares | Sell shares | Buy value | Sell value | Net value |
|---|---|---|---|---|---|
| 0-3 | 2,564 | 51,496 | $255,414 | $8,117,848 | -$7,862,434 |
| 3-6 | 6,012 | 0 | $880,080 | $0 | +$880,080 |
| 6-9 | 37,380 | 69,045 | $3,632,562 | $20,746,588 | -$17,114,027 |
| 9-12 | 268,251 | 185,883 | $24,143,324 | $75,554,423 | -$51,411,099 |
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
Lead holder
Michael J. Saylor
Net 12M change
-$72,892,249
Latest report
26 May 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 | ||
| Peter L. Briger Jr. | Director | $19,800,000 | +$19,800,000 | +100% | Filing P/S | 29 Jul 2025 |
| Le Phong | President & CEO, Director | $16,013,012 | -$1,573,308 | -8.9% | Mixed | 22 May 2026 |
| Andrew Kang | Evp & Cfo | $14,902,976 | -$12,390,233 | -45% | Mixed | 19 May 2026 |
| Wei-Ming Shao | EVP & General Counsel | $14,246,680 | -$50,270,907 | -78% | Mixed | 18 Nov 2025 |
| Leslie J. Rechan | Director | $11,064,749 | Mixed | 31 May 2025 | ||
| Jarrod M. Patten | Director | $9,032,978 | -$1,730,635 | -16% | Mixed | 26 May 2026 |
| Stephen X. Graham | Director | $3,475,769 | Mixed | 31 May 2025 | ||
| Jeanine Montgomery | Vp & Cao | $3,446,374 | -$18,623,138 | -84% | Mixed | 23 Mar 2026 |
| Kevin Adkisson | Sevp & Cro | $3,362,893 | Mixed | 05 Jun 2023 | ||
| Gregg Winiarski | Director | $2,340,933 | +$976,520 | +72% | Mixed | 20 Dec 2025 |
| Jane A. Dietze | Director | $1,706,307 | +$339,293 | +25% | Mixed | 20 Jan 2026 |
| Brian P. Brooks | Director | $1,364,413 | Mixed | 20 Dec 2025 | ||
| Timothy Edwin Lang | Sevp & Cto | $1,326,181 | Mixed | 09 Feb 2023 | ||
| Carl J. Rickertsen | Director | $903,365 | -$9,419,841 | -91% | Mixed | 12 Jan 2026 |
| Thomas C. Chow | EVP & General Counsel | Mixed | 17 Mar 2026 |
Recent insider transactions for Strategy Inc
Showing up to 300 most recent insider transactions from the last 12 months.
| Insider | Symbol | Class | Transaction | % | Reported value | Reported price | Shares | Shares owned | Date | Ownership |
|---|---|---|---|---|---|---|---|---|---|---|
| Jarrod M. Patten | MSTR | Class A Common Stock | Sale | -4.27% | $206,625 | $165.30 | -1,250 | 28,000 | 26 May 2026 | Direct |
| Jarrod M. Patten | MSTR | Class A Common Stock | Options Exercise | 4.46% | 1,250 | 29,250 | 26 May 2026 | Direct | ||
| Jarrod M. Patten | MSTR | Director Stock Option (Right to buy) | Options Exercise | -6.48% | -1,250 | 18,050 | 26 May 2026 | Direct | ||
| Le Phong | MSTR | Series A Perpetual Stretch Preferred Stock | Purchase | 17.9% | $497 | $99.37 | 5 | 33 | 22 May 2026 | By Minor Child 3 |
| Le Phong | MSTR | Series A Perpetual Stretch Preferred Stock | Purchase | 70.4% | $4,970 | $99.41 | 50 | 121 | 22 May 2026 | By Minor Child 1 |
| Jarrod M. Patten | MSTR | Class A Common Stock | Sale | -7.44% | $374,338 | $166.37 | -2,250 | 28,000 | 20 May 2026 | Direct |
| Jarrod M. Patten | MSTR | Class A Common Stock | Options Exercise | 8.33% | 2,250 | 29,250 | 20 May 2026 | Direct | ||
| Jarrod M. Patten | MSTR | Class A Common Stock | Sale | -6.67% | $333,750 | $166.88 | -2,000 | 28,000 | 19 May 2026 | Direct |
| Jarrod M. Patten | MSTR | Class A Common Stock | Options Exercise | 3.57% | 1,000 | 29,000 | 19 May 2026 | Direct | ||
| Jarrod M. Patten | MSTR | Director Stock Option (Right to buy) | Options Exercise | -21.4% | -5,250 | 19,300 | 19 May 2026 | Direct | ||
| Andrew Kang | MSTR | Class A Common Stock | Sale | -14.2% | $927,865 | $165.78 | -5,597 | 33,675 | 19 May 2026 | Direct |
| Andrew Kang | MSTR | Class A Common Stock | Sale | -14.2% | $927,865 | $165.78 | -5,597 | 33,675 | 19 May 2026 | Direct |
| Andrew Kang | MSTR | Class A Common Stock | Options Exercise | 46.7% | 12,500 | 39,272 | 18 May 2026 | Direct | ||
| Andrew Kang | MSTR | Restricted Stock Units | Options Exercise | -100% | -12,500 | 0 | 18 May 2026 | Direct | ||
| Jarrod M. Patten | MSTR | Class A Common Stock | Sale | -5.08% | $286,280 | $190.85 | -1,500 | 28,000 | 14 May 2026 | Direct |
| Jarrod M. Patten | MSTR | Class A Common Stock | Options Exercise | 5.45% | 1,500 | 29,000 | 14 May 2026 | Direct | ||
| Jarrod M. Patten | MSTR | Director Stock Option (Right to buy) | Options Exercise | -5.76% | -1,500 | 24,550 | 14 May 2026 | Direct | ||
| Jarrod M. Patten | MSTR | Class A Common Stock | Sale | -8.94% | $526,886 | $191.60 | -2,750 | 28,000 | 11 May 2026 | Direct |
| Jarrod M. Patten | MSTR | Class A Common Stock | Options Exercise | 9.82% | 2,750 | 30,750 | 11 May 2026 | Direct | ||
| Jarrod M. Patten | MSTR | Director Stock Option (Right to buy) | Options Exercise | -9.55% | -2,750 | 26,050 | 11 May 2026 | Direct | ||
| Jarrod M. Patten | MSTR | Class A Common Stock | Sale | -3.45% | $186,685 | $186.68 | -1,000 | 28,000 | 08 May 2026 | Direct |
| Jarrod M. Patten | MSTR | Class A Common Stock | Options Exercise | 3.57% | 1,000 | 29,000 | 08 May 2026 | Direct | ||
| Jarrod M. Patten | MSTR | Director Stock Option (Right to buy) | Options Exercise | -3.36% | -1,000 | 28,800 | 08 May 2026 | Direct | ||
| Jarrod M. Patten | MSTR | Class A Common Stock | Sale | -6.67% | $366,500 | $183.25 | -2,000 | 28,000 | 04 May 2026 | Direct |
| Jarrod M. Patten | MSTR | Class A Common Stock | Options Exercise | 7.14% | 2,000 | 30,000 | 04 May 2026 | Direct | ||
| Jarrod M. Patten | MSTR | Director Stock Option (Right to buy) | Options Exercise | -6.29% | -2,000 | 29,800 | 04 May 2026 | Direct | ||
| Jarrod M. Patten | MSTR | Class A Common Stock | Sale | -7.44% | $391,145 | $173.84 | -2,250 | 28,000 | 01 May 2026 | Direct |
| Jarrod M. Patten | MSTR | Class A Common Stock | Options Exercise | 8.04% | 2,250 | 30,250 | 01 May 2026 | Direct | ||
| Jarrod M. Patten | MSTR | Director Stock Option (Right to buy) | Options Exercise | -6.61% | -2,250 | 31,800 | 01 May 2026 | Direct | ||
| Jarrod M. Patten | MSTR | Class A Common Stock | Sale | -5.88% | $285,555 | $163.17 | -1,750 | 28,000 | 30 Apr 2026 | Direct |
| Jarrod M. Patten | MSTR | Class A Common Stock | Options Exercise | 6.25% | 1,750 | 29,750 | 30 Apr 2026 | Direct | ||
| Jarrod M. Patten | MSTR | Director Stock Option (Right to buy) | Options Exercise | -4.89% | -1,750 | 34,050 | 30 Apr 2026 | Direct | ||
| Jarrod M. Patten | MSTR | Class A Common Stock | Sale | -6.67% | $356,312 | $178.16 | -2,000 | 28,000 | 22 Apr 2026 | Direct |
| Jarrod M. Patten | MSTR | Class A Common Stock | Options Exercise | 7.14% | 2,000 | 30,000 | 22 Apr 2026 | Direct | ||
| Jarrod M. Patten | MSTR | Director Stock Option (Right to buy | Options Exercise | -5.29% | -2,000 | 35,800 | 22 Apr 2026 | Direct | ||
| Jarrod M. Patten | MSTR | Class A Common Stock | Sale | -1.75% | $86,000 | $172.00 | -500 | 28,000 | 21 Apr 2026 | Direct |
| Jarrod M. Patten | MSTR | Class A Common Stock | Options Exercise | 1.79% | 500 | 28,500 | 21 Apr 2026 | Direct | ||
| Jarrod M. Patten | MSTR | Director Stock Option (Right to buy) | Options Exercise | -1.31% | -500 | 37,800 | 21 Apr 2026 | Direct | ||
| Jarrod M. Patten | MSTR | Class A Common Stock | Sale | -5.08% | $250,420 | $166.95 | -1,500 | 28,000 | 20 Apr 2026 | Direct |
| Jarrod M. Patten | MSTR | Class A Common Stock | Options Exercise | 5.45% | 1,500 | 29,000 | 20 Apr 2026 | Direct | ||
| Jarrod M. Patten | MSTR | Director Stock Option (Right to buy) | Options Exercise | -3.77% | -1,500 | 38,300 | 20 Apr 2026 | Direct | ||
| Jarrod M. Patten | MSTR | Class A Common Stock | Sale | -10.8% | $444,193 | $130.64 | -3,400 | 28,000 | 13 Apr 2026 | Direct |
| Jarrod M. Patten | MSTR | Class A Common Stock | Options Exercise | 12.8% | 3,400 | 30,000 | 13 Apr 2026 | Direct | ||
| Jarrod M. Patten | MSTR | Director Stock Option (Right to buy) | Options Exercise | -7.87% | -3,400 | 39,800 | 13 Apr 2026 | Direct | ||
| Jarrod M. Patten | MSTR | Class A Common Stock | Sale | -6.35% | $248,105 | $130.58 | -1,900 | 28,000 | 09 Apr 2026 | Direct |
| Jarrod M. Patten | MSTR | Class A Common Stock | Options Exercise | 6.91% | 1,900 | 29,400 | 09 Apr 2026 | Direct | ||
| Jarrod M. Patten | MSTR | Director Stock Option (Right to buy) | Options Exercise | -4.21% | -1,900 | 43,200 | 09 Apr 2026 | Direct | ||
| Jarrod M. Patten | MSTR | Class A Common Stock | Sale | -4.76% | $184,478 | $131.77 | -1,400 | 28,000 | 08 Apr 2026 | Direct |
| Jarrod M. Patten | MSTR | Class A Common Stock | Options Exercise | 5% | 1,400 | 29,400 | 08 Apr 2026 | Direct | ||
| Jarrod M. Patten | MSTR | Director Stock Option (Right to buy) | Options Exercise | -3.01% | -1,400 | 45,100 | 08 Apr 2026 | Direct |
* indicates a reported price that failed the local validity check.