MicroStrategy Inc

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MicroStrategy Inc
TickerMSTR
CIK #0001050446
CUSIP594972408
SectorTechnology - Services-Prepackaged Software
Address1850 Towers Crescent Plaza, Tysons Corner, VA 22182
Source [EDGAR]
CIK Filing 2011 - 2026
[0001050446] 10-K
[0001050446] 10-Q
[0001050446] 3
[0001050446] 4
[0001050446] 5
[0001050446] 8-K
[0001050446] SC 13D
[0001050446] SC 13G
Form 13D/13G Filer Form 13D/13G Subject Filed % Owned
Vanguard Capital Management LLC Strategy Inc [2026-04-30] 0.0
Jane Street Group LLC Strategy Inc [2025-11-13] 0.0
Susquehanna Securities LLC Strategy Inc [2025-08-14] 0.0
Susquehanna Securities LLC MicroStrategy Inc [2025-02-06] 0.0
Jane Street Group LLC MicroStrategy Inc [2024-11-14] 5.3
Jane Street Group LLC MicroStrategy Inc [2023-02-14] 7.3
Susquehanna Securities LLC MicroStrategy Inc [2023-02-14] 6.5
Group One Trading LP MicroStrategy Inc [2023-01-10] 1349.0
Capital World Investors MicroStrategy Inc [2022-02-11] 6.4
Capital International Investors MicroStrategy Inc [2021-07-09] 12.2
Susquehanna Securities LLC MicroStrategy Inc [2021-04-12] 6.8
Citadel Securities GP LLC MicroStrategy Inc [2021-02-12] 7.7
Morgan Stanley MicroStrategy Inc [2021-01-08] 10.9
First Trust Portfolios LP MicroStrategy Inc [2020-09-10] 10.01
Victory Capital Management Inc MicroStrategy Inc [2020-01-31] 5.13
Teachers Advisors Inc MicroStrategy Inc [2016-02-10] 2.93
TIAA CREF Investment Management LLC MicroStrategy Inc [2016-02-10] 2.93
Glenhill Advisors LLC MicroStrategy Inc [2015-11-06] 5.9
Apex Capital LLC MicroStrategy Inc [2014-02-04] 5.2
Morton Holdings Inc MicroStrategy Inc [2013-04-22] 5.9
Invesco Ltd MicroStrategy Inc [2013-02-13] 6.3
Empire Capital Management LLC MicroStrategy Inc [2012-07-10] 5.1
Eminence Capital LLC MicroStrategy Inc [2012-06-11] 5.5
Form 3/4/5 Filer 2011 - 2026
Strategy Inc
Patten Jarrod M
Le Phong
Chow Thomas C
Kang Andrew
Montgomery Jeanine
Winiarski Gregg
Dietze Jane A
Rickertsen Carl J
Briger Peter L JR
Graham Stephen X
Brooks Brian P
Shao Wei-Ming
Rechan Leslie J
Saylor Michael J
Adkisson Kevin
Lang Timothy Edwin
Alcantara LLC
Mayr Lisa
Norlin Kevin
Breya Margaret Anne
Epstein Robert H
Rennyson David J
Holdridge Stephen H
Tae Michael S
Thede Douglas King
Starke Marcus H
Xiao Peng
Zolfaghari Paul N
Klein Jonathan F
Bansal Sanju K
Spahr Thomas P
Watts Bob
Bedell Jeffrey A
Insider Transaction (Form 3/4/5) Date Action Shares Price Value ($)
Patten Jarrod M
Director Stock Option (Right to buy) · derivative
2026-03-30 Option exercise 700 $0.00
Patten Jarrod M
Class A Common Stock
2026-03-30 Option exercise 700 $18.65 13,055
Patten Jarrod M
Class A Common Stock
2026-03-30 Sell 700 $128.04 89,628
Patten Jarrod M
Class A Common Stock
2026-03-26 Option exercise 700 $18.65 13,055
Patten Jarrod M
Director Stock Option (Right to buy) · derivative
2026-03-26 Option exercise 700 $0.00
Patten Jarrod M
Class A Common Stock
2026-03-26 Sell 700 $137.37 96,159
Le Phong
Class A Common Stock
2026-03-24 Sell 1,753 $137.73 241,441
Kang Andrew
Class A Common Stock
2026-03-24 Sell 1,261 $137.73 173,678
Montgomery Jeanine
Class A Common Stock
2026-03-24 Sell 201 $138.98 27,935
Kang Andrew
Class A Common Stock
2026-03-24 Sell 98 $139.45 13,666
Le Phong
Class A Common Stock
2026-03-24 Sell 1,410 $138.98 195,962
Le Phong
Class A Common Stock
2026-03-24 Sell 136 $139.45 18,965
Kang Andrew
Class A Common Stock
2026-03-24 Sell 1,014 $138.98 140,926
Montgomery Jeanine
Class A Common Stock
2026-03-24 Sell 250 $137.73 34,432
Montgomery Jeanine
Class A Common Stock
2026-03-24 Sell 19 $139.45 2,650
Montgomery Jeanine
Restricted Stock Units · derivative
2026-03-23 Option exercise 1,560 $0.00
Kang Andrew
Class A Common Stock
2026-03-23 Option exercise 5,330
Montgomery Jeanine
Class A Common Stock
2026-03-23 Option exercise 1,560
Kang Andrew
Restricted Stock Units · derivative
2026-03-23 Option exercise 5,330 $0.00
Le Phong
Restricted Stock Units · derivative
2026-03-23 Option exercise 7,320 $0.00
showing 20 of 200 most recent transactions
13F Ownership Over TimeHoldersShares Held
2026-03-31 962 325,054,590
2025-12-31 1,014 312,715,100
2025-09-30 1,115 299,472,927
2025-06-30 1,188 273,121,669
2025-03-31 1,043 242,200,930
2024-12-31 1,019 242,701,106
2024-09-30 678 183,313,765
2024-06-30 612 15,423,122
2024-03-31 553 20,596,117
2023-12-31 387 13,098,190
2023-09-30 309 10,548,509
2023-06-30 282 9,867,372
Form 13F Holdings
Firm Period DFND Voting Shares
OFI Invest Asset Management [2026-06-30] SOLE 20,391,103 268,183
Strong Tower Advisory Services [2026-06-30] SOLE 142,149 142,149
Independent Financial Group LLC [2026-06-30] SOLE 0 88,483
Swedbank AB [2026-06-30] DFND 82,546 82,546
Beaird Harris Wealth Management LLC [2026-06-30] SOLE 0 42,138
Kessler Investment Group LLC [2026-06-30] SOLE 0 39,932
Lauer Wealth LLC [2026-06-30] SOLE 0 38,896
Pacific Capital Wealth Advisors Inc [2026-06-30] SOLE 0 35,499
Acorn Financial Advisory Services Inc /ADV [2026-06-30] SOLE 33,055 33,055
Titleist Asset Management LLC [2026-06-30] SOLE 0 31,356
Wealth Enhancement Advisory Services LLC [2026-06-30] SOLE 375 20,619
Louisiana State Employees Retirement System [2026-06-30] SOLE 20,600 20,600
Secure Asset Management LLC [2026-06-30] SOLE 1,190 20,238
Realta Investment Advisors [2026-06-30] SOLE 0 20,094
Teamwork Financial Advisors LLC [2026-06-30] SOLE 0 19,515
HHM Wealth Advisors LLC [2026-06-30] SOLE 0 16,511
Curated Wealth Partners LLC [2026-06-30] OTR 0 15,883
Prospera Financial Services Inc [2026-06-30] SOLE 0 14,917
Gateway Investment Advisers LLC [2026-06-30] SOLE 14,756 14,756
Farther Finance Advisors LLC [2026-06-30] SOLE 0 14,093
Venturi Wealth Management LLC [2026-06-30] SOLE 12,645 12,645
Certior Financial Group LLC [2026-06-30] SOLE 0 10,485
PKO Investment Management Joint-Stock Co [2026-06-30] SOLE 10,000 10,000
Spire Wealth Management [2026-06-30] SOLE 0 9,763
Dynamic Advisor Solutions LLC [2026-06-30] SOLE 0 9,266
DBA Trading LLC [2026-06-30] SOLE 9,200 9,200
Sequoia Financial Advisors LLC [2026-06-30] SOLE 0 9,016
Avior Wealth Management LLC [2026-06-30] SOLE 0 8,764
Swedbank AB [2026-06-30] SOLE 8,044 8,044
Wealthcare Advisory Partners LLC [2026-06-30] SOLE 0 7,857
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