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MSTR Insider Trading & Institutional Ownership

View the latest insider transactions and institutional holdings for MSTR. Analyze how executives and major investors are positioning.

Insider & Institutional Ownership for MSTR

MSTR Insider Trading Activity

Insider Name Relationship Trade Date Transaction Price/Share Shares Traded Total Value ($) Total Holdings SEC Form 4
Patten Jarrod M Director Oct 17 '25 Buy 96.88 12,000 1,162,500 29,335 Oct 20 04:30 PM
Patten Jarrod M Director Oct 16 '25 Buy 97.95 11,780 1,153,804 17,335 Oct 20 04:30 PM
Shao Wei-Ming Officer Oct 07 '25 Proposed Sale 357.37 30,000 10,721,038 Oct 07 10:30 AM
Shao Wei-Ming EVP & General Counsel Oct 07 '25 Sale 357.37 30,000 10,721,028 12,726 Oct 09 04:30 PM
Shao Wei-Ming EVP & General Counsel Sep 18 '25 Sale 355.79 10,000 3,557,890 12,726 Sep 22 04:30 PM
Shao Wei-Ming Officer Sep 18 '25 Proposed Sale 355.79 10,000 3,557,890 Sep 18 03:46 PM
Shao Wei-Ming EVP & General Counsel Sep 15 '25 Buy 96.92 12,500 1,211,450 15,000 Sep 16 04:30 PM
Le Phong President & CEO Aug 26 '25 Buy 95.03 119 11,309 71 Aug 28 04:30 PM
WINIARSKI GREGG Director Aug 08 '25 Buy 97.65 10,000 976,520 10,000 Aug 12 04:30 PM
Kang Andrew Officer Aug 07 '25 Proposed Sale 395.00 18,750 7,406,250 Aug 07 12:22 PM
Kang Andrew EVP & CFO Aug 07 '25 Sale 395.00 18,750 7,406,250 24,460 Aug 11 05:19 PM
Kang Andrew Officer Aug 05 '25 Proposed Sale 386.32 6,250 2,414,501 Aug 05 11:28 AM
Kang Andrew EVP & CFO Aug 05 '25 Sale 386.32 6,250 2,414,500 24,460 Aug 07 04:30 PM
Le Phong President & CEO Jul 29 '25 Buy 90.00 5,500 495,000 5,500 Jul 29 04:55 PM
Patten Jarrod M Director Jul 29 '25 Buy 90.00 5,555 499,950 5,555 Jul 29 04:52 PM
Shao Wei-Ming EVP & General Counsel Jul 29 '25 Buy 90.00 2,500 225,000 2,500 Jul 29 04:52 PM
Briger Peter L JR Director Jul 29 '25 Buy 90.00 220,000 19,800,000 220,000 Jul 29 06:20 PM
Dietze Jane A Director Jul 29 '25 Buy 90.00 1,500 135,000 1,500 Jul 29 04:52 PM
Kang Andrew EVP & CFO Jul 29 '25 Buy 90.00 2,800 252,000 2,800 Jul 29 04:52 PM
Montgomery Jeanine VP & CAO Jul 29 '25 Buy 90.00 5,000 450,000 5,000 Jul 29 04:52 PM
Shao Wei-Ming Officer Jul 14 '25 Proposed Sale 448.89 10,900 4,892,895 Jul 14 04:33 PM
Shao Wei-Ming EVP & General Counsel Jul 14 '25 Sale 448.89 10,900 4,892,895 12,726 Jul 16 07:08 PM
Montgomery Jeanine VP & CAO Jul 11 '25 Sale 430.54 43,750 18,836,125 8,606 Jul 15 04:05 PM
Shao Wei-Ming Officer Jul 11 '25 Proposed Sale 431.98 10,000 4,319,845 Jul 11 04:33 PM
Shao Wei-Ming EVP & General Counsel Jul 11 '25 Sale 431.98 10,000 4,319,846 12,726 Jul 15 04:05 PM
Shao Wei-Ming EVP & General Counsel Jul 10 '25 Sale 418.60 20,000 8,372,018 12,726 Jul 11 08:00 PM
Shao Wei-Ming Officer Jul 10 '25 Proposed Sale 418.60 20,000 8,372,018 Jul 10 04:39 PM
Shao Wei-Ming EVP & General Counsel Jul 09 '25 Sale 401.47 32,500 13,047,678 12,726 Jul 11 08:00 PM
Shao Wei-Ming Officer Jul 09 '25 Proposed Sale 401.47 32,500 13,047,693 Jul 09 04:21 PM
Montgomery Jeanine VP & CAO Jun 06 '25 Sale 374.55 339 126,973 8,605 Jun 09 07:42 PM
Le Phong President & CEO Jun 06 '25 Sale 374.54 5,295 1,983,194 24,790 Jun 09 07:38 PM
Kang Andrew Officer Jun 06 '25 Proposed Sale 374.54 1,877 703,013 Jun 06 03:33 PM
Kang Andrew EVP & CFO Jun 06 '25 Sale 374.54 1,877 703,012 24,460 Jun 09 07:39 PM
Shao Wei-Ming EVP & General Counsel Jun 06 '25 Sale 374.54 1,701 637,094 12,726 Jun 09 07:41 PM
Le Phong Officer Jun 06 '25 Proposed Sale 374.54 5,295 1,983,193 Jun 06 03:21 PM
Shao Wei-Ming Officer Jun 06 '25 Proposed Sale 374.54 1,701 637,094 Jun 06 03:42 PM
Montgomery Jeanine VP & CAO Jun 05 '25 Sale 370.70 1 371 8,944 Jun 09 07:42 PM
Patten Jarrod M Director Jun 05 '25 Buy 85.00 5,000 425,000 5,000 Jun 09 07:45 PM
Le Phong President & CEO Jun 05 '25 Buy 85.00 4,500 382,500 4,500 Jun 09 07:38 PM
Kang Andrew EVP & CFO Jun 05 '25 Buy 85.00 2,250 191,250 2,250 Jun 09 07:39 PM
Shao Wei-Ming EVP & General Counsel Jun 05 '25 Buy 85.00 3,527 299,795 3,527 Jun 09 07:41 PM
RICKERTSEN CARL J Director Jun 03 '25 Sale 379.07 980 371,492 0 Jun 05 04:55 PM
RICKERTSEN CARL J Director Jun 03 '25 Proposed Sale 379.07 980 371,492 Jun 03 11:12 AM
RICKERTSEN CARL J Director Jun 02 '25 Sale 372.40 26,390 9,827,744 980 Jun 03 08:45 PM
RICKERTSEN CARL J Director Jun 02 '25 Proposed Sale 372.40 26,390 9,827,742 Jun 02 11:22 AM
Patten Jarrod M Director May 30 '25 Proposed Sale 365.77 7,150 2,615,233 May 30 04:24 PM
Patten Jarrod M Director May 30 '25 Sale 365.77 7,150 2,615,232 27,020 Jun 02 08:07 PM
Patten Jarrod M Director May 29 '25 Proposed Sale 369.39 2,400 886,527 May 29 03:37 PM
Patten Jarrod M Director May 29 '25 Sale 369.39 2,400 886,527 23,870 Jun 02 08:07 PM
Patten Jarrod M Director May 27 '25 Proposed Sale 371.23 650 241,300 May 27 05:04 PM
Patten Jarrod M Director May 27 '25 Sale 371.23 650 241,300 21,770 May 29 05:10 PM
Patten Jarrod M Director May 23 '25 Option Exercise 17.60 4,200 73,912 20,720 May 27 04:13 PM
Patten Jarrod M Director May 22 '25 Sale 425.00 700 297,500 16,520 May 27 04:13 PM
Patten Jarrod M Director May 22 '25 Proposed Sale 425.00 700 297,500 May 22 04:09 PM
Patten Jarrod M Director May 21 '25 Sale 420.00 700 294,000 16,520 May 22 04:05 PM
Patten Jarrod M Director May 21 '25 Proposed Sale 420.00 700 294,000 May 21 03:56 PM
Kang Andrew Officer May 20 '25 Proposed Sale 410.22 5,638 2,312,796 May 20 03:11 PM
Kang Andrew EVP & CFO May 20 '25 Sale 410.22 5,638 2,312,795 22,077 May 21 05:53 PM
Patten Jarrod M Director May 20 '25 Sale 414.06 1,200 496,873 14,420 May 22 04:05 PM
Patten Jarrod M Director May 20 '25 Proposed Sale 414.06 1,200 496,873 May 20 03:22 PM
Patten Jarrod M Director May 16 '25 Proposed Sale 401.51 750 301,136 May 16 03:03 PM
Patten Jarrod M Director May 16 '25 Sale 401.51 750 301,136 14,420 May 19 04:05 PM
Patten Jarrod M Director May 15 '25 Option Exercise 17.60 2,100 36,956 14,420 May 19 04:05 PM
Shao Wei-Ming Officer May 14 '25 Proposed Sale 425.00 7,500 3,187,500 May 14 11:42 AM
Patten Jarrod M Director May 14 '25 Sale 425.00 700 297,500 12,320 May 15 04:12 PM
Patten Jarrod M Director May 14 '25 Proposed Sale 425.00 700 297,500 May 14 12:09 PM
Shao Wei-Ming EVP & General Counsel May 14 '25 Sale 425.00 7,500 3,187,500 10,597 May 16 04:05 PM
Patten Jarrod M Director May 13 '25 Proposed Sale 414.50 1,200 497,400 May 13 04:31 PM
Patten Jarrod M Director May 13 '25 Sale 414.50 1,200 497,400 11,270 May 15 04:12 PM
Shao Wei-Ming EVP & General Counsel May 12 '25 Sale 420.79 10,000 4,207,900 10,597 May 14 04:05 PM
Patten Jarrod M Director May 12 '25 Option Exercise 17.60 2,100 36,956 11,270 May 13 04:06 PM
Shao Wei-Ming Officer May 12 '25 Proposed Sale 420.79 10,000 4,207,900 May 12 04:03 PM

MSTR – Institutional Ownership

Report Date Institution % Held Shares Held Value ($) % Change QoQ
2025-06-30 Clear Street LLC 2.26% 5,971,971 1,522,852,605 100.00%
2025-06-30 Morgan Stanley 3.48% 9,195,257 2,344,790,535 19.67%
2025-06-30 Capital Research Global Investors 1.19% 3,147,454 802,600,770 14.82%
2025-06-30 Cantor Fitzgerald, L.P. 1.67% 4,415,730 1,126,011,150 -5.12%
2025-06-30 Capital International Investors 5.54% 14,631,088 3,730,927,440 -0.33%
2025-06-30 Blackrock Inc. 5.38% 14,189,688 3,618,370,440 -1.59%
2025-06-30 State Street Corporation 2.08% 5,484,569 1,398,565,095 9.93%
2025-06-30 JPMORGAN CHASE & CO 1.19% 3,148,136 802,774,680 180.10%
2025-06-30 Geode Capital Management, LLC 1.33% 3,521,664 898,024,320 -14.85%
2025-06-30 Vanguard Group Inc 7.02% 18,539,756 4,727,637,780 -9.94%