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Public ownership evidence

Strategy Inc Common Stock Class A (MSTR) Ownership Disclosures

Read MSTR insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-11-07T14:03:26.246Z

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2026-11-062026-11-04Patten Jarrod MS950Not reported

First displayed source row from Recent Form 4 activity. The full bounded history and coverage notes remain below.

The displayed observation date is 2026-11-04 and its public availability date is 2026-11-06. Subtracting those calendar dates gives 2 days of disclosure lag. Historical public research can use the record from the availability date, rather than backdating knowledge to the observation date. The calendar-day difference does not assert an intraday publication time.

This row is code S: a sale. A purchase-following rule excludes this sale even if the reported dollar amount is large.

Open the linked original receipts to verify the row, then inspect a second record before drawing a pattern. This public filing observation supplies source evidence, not a completed copy-trading return.

SEC 0001193125-26-451813 ↗SEC 0001193125-26-451813 ↗SEC 0001193125-26-451813 ↗

Recent Form 4 activity

Inspect all 25 displayed rows: Recent Form 4 activity

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2026-11-062026-11-04Patten Jarrod MS950Not reported
2026-11-062026-11-04Patten Jarrod MS950Not reported
2026-11-062026-11-04Patten Jarrod MS950Not reported
2026-11-062026-11-04Patten Jarrod MS950Not reported
2026-11-062026-11-04Patten Jarrod MS950Not reported
2026-11-042026-11-03Patten Jarrod MS950Not reported
2026-10-132026-10-09Patten Jarrod MS450Not reported
2026-10-132026-10-09Patten Jarrod MS450Not reported
2026-10-132026-10-09Patten Jarrod MS450Not reported
2026-10-132026-10-08Patten Jarrod MS450Not reported
2026-10-132026-10-08Patten Jarrod MS950Not reported
2026-09-232026-09-22Patten Jarrod MS475Not reported
2026-09-222026-09-21Patten Jarrod MS475Not reported
2026-09-222026-09-21Patten Jarrod MS475Not reported
2026-09-222026-09-21Patten Jarrod MS475Not reported
2026-09-082026-09-04Chow Thomas C.S106Not reported
2026-09-012026-08-27Patten Jarrod MS925Not reported
2026-09-012026-08-27Patten Jarrod MS925Not reported
2026-08-272026-08-25Patten Jarrod MS925Not reported
2026-08-272026-08-25Patten Jarrod MS925Not reported
2026-08-272026-08-25Patten Jarrod MS925Not reported
2026-08-272026-08-24Patten Jarrod MS925Not reported
2026-08-112026-08-07Patten Jarrod MS925Not reported
2026-08-112026-08-07Patten Jarrod MS925Not reported
2026-08-112026-08-07Patten Jarrod MS1,950Not reported

90-day public availability window, up to 50 records.

Recent institutional filing receipts

Inspect all 50 displayed rows: Recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Cornerstone Financial Management LLC2026-06-302026-08-2981$7,041None
Cornerstone Financial Management LLC2026-03-312026-08-2949$6,115None
Cornerstone Financial Management LLC2025-12-312026-08-2912$1,823None
B. Riley Wealth Advisors, Inc.2025-03-312026-08-295,888$1,697,332None
Corient Private Wealth LP2026-06-302026-08-283,060$266,017None
Corient Private Wealth LP2026-06-302026-08-2866,439$5,775,500None
VELA Investment Management, LLC2026-06-302026-08-287,000$608,510Put
Principia Wealth Advisory, LLC2026-06-302026-08-2714$1,217None
Principia Wealth Advisory, LLC2026-03-312026-08-2715$1,872None
MLG Wealth Management DBA Pine Grove Financial Group2025-12-312026-08-261,537$233,547None
VIRGINIA RETIREMENT SYSTEMS ET Al2026-06-302026-08-26100,396$8,727,424None
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM2026-06-302026-08-25400,891$34,849,455None
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM2026-06-302026-08-2534,849,455$400,891,000None
Assenagon Asset Management S.A.2026-06-302026-08-226,922$601,729None
Harvest Fund Management Co., Ltd2026-06-302026-08-2124,586$2,137,000None
Bullock Wealth Management Group2026-06-302026-08-2050$4,670None
Kingsview Wealth Management, LLC2026-06-302026-08-208,067$701,264None
CANTOR FITZGERALD, L. P.2026-06-302026-08-201,000,000$886,250None
CANTOR FITZGERALD, L. P.2026-06-302026-08-20450,000$39,118,500Put
CANTOR FITZGERALD, L. P.2026-06-302026-08-20290,000$25,209,700Call
CANTOR FITZGERALD, L. P.2026-06-302026-08-20887,996$77,193,492None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-2052,314$4,547,772None
Beacon Pointe Advisors, LLC2026-06-302026-08-198,455$734,964None
Ensign Peak Advisors, Inc2026-03-312026-08-1915,100$1,884,480None
Ensign Peak Advisors, Inc2025-12-312026-08-199,700$1,473,915None
Ensign Peak Advisors, Inc2025-09-302026-08-1942,509$13,696,825None
Fulcrum Asset Management LLP2026-06-302026-08-193,038$281,562None
Livforsakringsbolaget Skandia, Omsesidigt2026-06-302026-08-191,700$147,764None
VY Capital Management Co. Ltd.2026-06-302026-08-19140,000$12,170,200None
PIN OAK INVESTMENT ADVISORS INC2026-06-302026-08-19548$48,000None
Rakuten Investment Management, Inc.2026-06-302026-08-1940,617$3,764,383None
Corient Private Wealth LP2026-06-302026-08-1869,082$6,005,274None
Empowered Funds, LLC2026-06-302026-08-186,879$597,991None
Empowered Funds, LLC2026-06-302026-08-184,324$375,885None
Empowered Funds, LLC2026-06-302026-08-181,287$111,879None
Empowered Funds, LLC2026-06-302026-08-18220$19,125None
Transamerica Financial Advisors, LLC2026-06-302026-08-1819$1,651None
UNITED CAPITAL FINANCIAL ADVISORS, LLC2026-06-302026-08-183,027$263,119None
CAPSTONE INVESTMENT ADVISORS, LLC2026-06-302026-08-185,475,000$4,858,241None
CAPSTONE INVESTMENT ADVISORS, LLC2026-06-302026-08-184,000,000$3,829,000None
CAPSTONE INVESTMENT ADVISORS, LLC2026-06-302026-08-181,372,100$119,276,653Put
CAPSTONE INVESTMENT ADVISORS, LLC2026-06-302026-08-189,800$851,914Call
CAPSTONE INVESTMENT ADVISORS, LLC2026-06-302026-08-181,298,361$112,866,522None
Equitable Holdings, Inc.2026-06-302026-08-1820,963$1,822,314None
Stonehage Fleming Financial Services Holdings Ltd2026-06-302026-08-18160$13,908None
Jefferies Financial Group Inc.2026-06-302026-08-18157,000$151,850None
Jefferies Financial Group Inc.2026-06-302026-08-18142,533$12,390,393None
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO2026-06-302026-08-18121,962$10,602,157None
CENTAURUS FINANCIAL, INC.2026-06-302026-08-186,900$600,000None
Thompson David Blair2024-12-312026-08-1512,874$3,728,568None

90-day public filing window, up to 50 source positions.

Cornerstone Financial Management LLC ↗Cornerstone Financial Management LLC ↗Cornerstone Financial Management LLC ↗B. Riley Wealth Advisors, Inc. ↗Corient Private Wealth LP ↗Corient Private Wealth LP ↗VELA Investment Management, LLC ↗Principia Wealth Advisory, LLC ↗Principia Wealth Advisory, LLC ↗MLG Wealth Management DBA Pine Grove Financial Group ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.