Strategy Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

SWX:MSTR Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Role	Shares	Max Price
12 Jan 26	BuyCHF 620,656	Carl Rickertsen	Individual		5,000	CHF 124.13

Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of MSTR?
Owner Type	Number of Shares	Ownership Percentage
State or Government	196,113	0.0558%
Individual Insiders	20,407,691	5.8%
General Public	121,698,975	34.6%
Institutions	209,298,971	59.5%

Dilution of Shares: Shareholders have been diluted in the past year, with total shares outstanding growing by 25.9%.

Top Shareholders

Top 25 shareholders own 52.04% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
12.3%	Capital Research and Management Company	43,364,308	CHF 3.3b	41.9%	0.14%
5.69%	Michael Saylor	19,989,255	CHF 1.5b	-0.03%	no data
5.05%	BlackRock, Inc.	17,753,885	CHF 1.3b	21.5%	0.02%
4.19%	Vanguard Portfolio Management, LLC	14,741,707	CHF 1.1b	0%	0.06%
4%	Vanguard Capital Management, LLC	14,077,512	CHF 1.1b	0%	0.02%
3.72%	Jane Street Group, LLC	13,064,661	CHF 980.4m	-22.1%	0.96%
2.24%	UBS Asset Management AG	7,885,094	CHF 591.7m	8.7%	0.05%
2%	State Street Global Advisors, Inc.	7,020,926	CHF 526.9m	14.6%	0.02%
1.59%	Morgan Stanley Investment Management Inc.	5,587,963	CHF 419.3m	0.38%	0.43%
1.32%	Geode Capital Management, LLC	4,655,865	CHF 349.4m	19%	0.02%
1.07%	Bank of America Corporation	3,760,964	CHF 282.2m	2.01%	0.07%
1%	Norges Bank Investment Management	3,528,397	CHF 264.8m	0%	0.02%
0.97%	Marex Group Limited	3,411,673	CHF 256.0m	16.3%	2.25%
0.91%	Morgan Stanley	3,211,510	CHF 241.0m	-6.24%	0.02%
0.82%	Defiance ETFs, LLC	2,877,686	CHF 216.0m	0%	2.61%
0.76%	Harvest Portfolios Group Inc.	2,679,768	CHF 201.1m	27%	2.64%
0.61%	Renaissance Technologies LLC	2,130,881	CHF 159.9m	123%	0.25%
0.55%	Vanguard Fiduciary Trust Company	1,949,758	CHF 146.3m	1,470%	0.02%
0.52%	Cantor Fitzgerald Asset Management	1,823,471	CHF 136.8m	-25%	1.84%
0.52%	Invesco Capital Management LLC	1,815,283	CHF 136.2m	16.3%	0.04%
0.5%	Northern Trust Global Investments	1,762,014	CHF 132.2m	11.4%	0.02%
0.44%	Charles Schwab Investment Management, Inc.	1,556,608	CHF 116.8m	22.5%	0.02%
0.42%	The Goldman Sachs Group, Inc.	1,487,197	CHF 111.6m	-24.1%	0.03%
0.41%	Susquehanna International Group, LLP	1,452,686	CHF 109.0m	152%	0.12%
0.39%	Alberta Investment Management Corporation	1,382,000	CHF 103.7m	0%	0.75%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2026/07/02 00:20
End of Day Share Price	2026/07/02 00:00
Earnings	2026/03/31
Annual Earnings	2025/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Strategy Inc is covered by 24 analysts. 11 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
Ramsey El-Assal	Barclays
Yun Suk Kim	Benchmark Company
Mark Palmer	Benchmark Company