769 tracked 13F filers disclose a position in MSTR as of the latest SEC 13F filings, a combined $17.2B in reported value. 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.
| # | 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 | →First observed position No prior filed position | Q1 2026 | |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | $1.8B | 14.1M | →First observed position No prior filed position | Q1 2026 | |
| 4 | MORGAN STANLEY | $1.2B | 9.3M | ▼−1.0% Reduced · −94K sh | Q1 2026 | |
| 5 | STATE STREET CORP | $654.4M | 7.5M | ▲+7.2% Added · +507K sh | Q2 2026 | |
| 6 | UBS Group AG | $787.7M | 6.3M | ▲+9.6% Added · +551K sh | Q1 2026 | |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | $399.3M | 4.6M | ▼−1.1% Reduced · −49K sh | Q2 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 | →First observed position No prior filed position | 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 | Clear Street Group Inc. | $135.2M | 1.6M | ▲+21% Added · +271K sh | Q2 2026 | |
| 20 | Legal & General Group Plc | $171.3M | 1.4M | ▲~0% Added · +500 sh | Q1 2026 | |
| 21 | CAPSTONE INVESTMENT ADVISORS, LLC | $112.9M | 1.3M | ▲20× Added · +1.2M sh | Q2 2026 | |
| 22 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $160.1M | 1.3M | ▲+306% Added · +967K sh | Q1 2026 | |
| 23 | CITADEL ADVISORS LLC | $152.3M | 1.2M | ▲+71% Added · +506K sh | Q1 2026 | |
| 24 | Quadrature Capital Ltd | $99.9M | 1.1M | ▲+174% Added · +729K sh | Q2 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.
Last quarter, 5 funds opened a new position in MSTR and 26 added to an existing one, while 8 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 472 funds | $410.4B |
| MICROSOFT CORPMSFT | 465 funds | $277.1B |
| AMAZON.COM INCAMZN | 462 funds | $203.7B |
| APPLE INCAAPL | 460 funds | $315.3B |
| ALPHABET INC-CL AGOOGL | 456 funds | $169.9B |
| META PLATFORMS INC-CLASS AMETA | 451 funds | $114.6B |
| ALPHABET INC-CL CGOOG | 446 funds | $132.9B |
| TESLA INCTSLA | 445 funds | $75.8B |
| BROADCOM INCAVGO | 443 funds | $162.1B |
| ELI LILLY & COLLY | 441 funds | $82.3B |
| COSTCO WHOLESALE CORPCOST | 436 funds | $38.2B |
| JPMORGAN CHASE & COJPM | 435 funds | $67.3B |
Ranked by how many of MSTR's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Aug 27, 2026 | Patten Jarrod M | Director | Sell (S) | 925 | $121K |
| Aug 27, 2026 | Patten Jarrod M | Director | Sell (S) | 925 | $119K |
| Aug 25, 2026 | Patten Jarrod M | Director | Sell (S) | 925 | $115K |
| Aug 25, 2026 | Patten Jarrod M | Director | Sell (S) | 925 | $116K |
| Aug 25, 2026 | Patten Jarrod M | Director | Sell (S) | 925 | $117K |
| Aug 24, 2026 | Patten Jarrod M | Director | Sell (S) | 925 | $113K |
| Aug 7, 2026 | Patten Jarrod M | Director | Sell (S) | 2K | $198K |
| Aug 7, 2026 | Patten Jarrod M | Director | Sell (S) | 925 | $95K |
| Aug 7, 2026 | Patten Jarrod M | Director | Sell (S) | 925 | $96K |
| Jul 27, 2026 | Patten Jarrod M | Director | Sell (S) | 2K | $192K |
| Jul 24, 2026 | Patten Jarrod M | Director | Sell (S) | 2K | $180K |
| Jul 22, 2026 | Patten Jarrod M | Director | Sell (S) | 1K | $125K |
| Class | 13F holders | Value held |
|---|---|---|
| MSTRthis pagecs | 769 funds | $17.2B |
| MSTR 8 PERPcp | 81 funds | $243.6M |
| MSTR 0 12/01/29Sovereign/Corporate | 51 funds | $2.0B |
| MSTR 0 03/01/30Sovereign/Corporate | 37 funds | $1.5B |
| MSTR 0.625 09/15/28SDBCV | 35 funds | $898.9M |
| MSTR 0.875 03/15/31SDBCV | 35 funds | $523.9M |
| MSTR 2.25 06/15/32Sovereign/Corporate | 34 funds | $570.6M |
| MSTR 0.625 03/15/30SDBCV | 31 funds | $791.8M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
Connected entities for MSTR
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.
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.