This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/MSTR/capital-change-brief"
Use Arkolith's capital_change_brief for MSTR. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | $2.2B | 17.8M | ▲+22% Added · +3.1M sh | Q1 2026 | |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | $1.8B | 14.7M | ▲New +14.7M sh | Q1 2026 | |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | $1.8B | 14.1M | ▲New +14.1M sh | Q1 2026 | |
| 4 | MORGAN STANLEY | $1.2B | 9.3M | ▼−1.0% Reduced · −94K sh | Q1 2026 | |
| 5 | STATE STREET CORP | $876.2M | 7.0M | ▲+15% Added · +894K sh | Q1 2026 | |
| 6 | UBS Group AG | $787.7M | 6.3M | ▲+9.6% Added · +551K sh | Q1 2026 | |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | $579.4M | 4.7M | ▲+19% Added · +744K sh | Q1 2026 | |
| 8 | BANK OF AMERICA CORP /DE/ | $494.9M | 4.0M | ▲+3.0% Added · +117K sh | Q1 2026 | |
| 9 | NORGES BANK | $536.1M | 3.5M | ▲+19% Added · +552K sh | Q4 2025 | |
| 10 | Marex Group plc | $425.8M | 3.4M | ▲+16% Added · +477K sh | Q1 2026 | |
| 11 | Defiance ETFs, LLC | $359.1M | 2.9M | ▲New +2.9M sh | Q1 2026 | |
| 12 | RENAISSANCE TECHNOLOGIES LLC | $230.8M | 2.1M | ▲+123% Added · +1.2M sh | Q1 2026 | |
| 13 | VANGUARD FIDUCIARY TRUST CO | $243.3M | 1.9M | ▲New +1.9M sh | Q1 2026 | |
| 14 | CANTOR FITZGERALD, L. P. | $227.6M | 1.8M | ▼−25% Reduced · −607K sh | Q1 2026 | |
| 15 | GOLDMAN SACHS GROUP INC | $223.0M | 1.8M | ▼−23% Reduced · −543K sh | Q1 2026 | |
| 16 | NORTHERN TRUST CORP | $219.9M | 1.8M | ▲+11% Added · +180K sh | Q1 2026 | |
| 17 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME | $196.4M | 1.6M | ▲+5.3% Added · +80K sh | Q1 2026 | |
| 18 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $194.3M | 1.6M | ▲+22% Added · +286K sh | Q1 2026 | |
| 19 | Alberta Investment Management Corp | $172.5M | 1.4M | ▲New +1.4M sh | Q1 2026 | |
| 20 | Legal & General Group Plc | $171.3M | 1.4M | ▲~0% Added · +500 sh | Q1 2026 | |
| 21 | Tidal Investments LLC | $169.8M | 1.4M | ▲+45% Added · +419K sh | Q1 2026 | |
| 22 | Clear Street Group Inc. | $160.2M | 1.3M | ▼−35% Reduced · −688K sh | Q1 2026 | |
| 23 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $160.1M | 1.3M | ▲+306% Added · +967K sh | Q1 2026 | |
| 24 | CITADEL ADVISORS LLC | $152.3M | 1.2M | ▲+71% Added · +506K sh | Q1 2026 | |
| 25 | Bank of New York Mellon Corp | $126.7M | 1.0M | ▲+11% Added · +102K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jun 23, 2026 | Patten Jarrod M | Director | Option exercise (M) | 2K | $27K |
| Jun 23, 2026 | Patten Jarrod M | Director | Sell (S) | 2K | $159K |
| Jun 23, 2026 | Patten Jarrod M | Director | Option exercise (M) | 2K | $0 |
| Jun 22, 2026 | Le Phong | President & CEO, Director | Buy (P) | 11K | $999K |
| Jun 17, 2026 | Patten Jarrod M | Director | Option exercise (M) | 2K | $27K |
| Jun 17, 2026 | Patten Jarrod M | Director | Sell (S) | 2K | $182K |
| Jun 17, 2026 | Patten Jarrod M | Director | Option exercise (M) | 2K | $0 |
| Jun 16, 2026 | Chow Thomas C. | EVP & General Counsel | Buy (P) | 100 | $9K |
| Jun 16, 2026 | Chow Thomas C. | EVP & General Counsel | Buy (P) | 11 | $727 |
| Jun 15, 2026 | Patten Jarrod M | Director | Option exercise (M) | 2K | $27K |
| Jun 15, 2026 | Patten Jarrod M | Director | Sell (S) | 2K | $201K |
| Jun 15, 2026 | Patten Jarrod M | Director | Option exercise (M) | 2K | $0 |
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 277 funds | $338.4B |
| MICROSOFT CORPMSFT | 273 funds | $233.6B |
| META PLATFORMS INC-CLASS AMETA | 273 funds | $96.9B |
| APPLE INCAAPL | 271 funds | $256.7B |
| AMAZON.COM INCAMZN | 271 funds | $174.0B |
| ALPHABET INC-CL AGOOGL | 271 funds | $141.7B |
| BROADCOM INCAVGO | 271 funds | $132.3B |
| ELI LILLY & COLLY | 270 funds | $66.3B |
| TESLA INCTSLA | 269 funds | $64.6B |
| ADVANCED MICRO DEVICESAMD | 269 funds | $26.9B |
| VISA INC-CLASS A SHARESV | 268 funds | $50.8B |
| COSTCO WHOLESALE CORPCOST | 268 funds | $35.8B |
Ranked by how many of MSTR's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for MSTR. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.