Public record / Tickers / MSTR

MSTR — Strategy Inc

Both disclosure regimes on one name: who in Congress filed about MSTR, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.

Congress txns
14
all PTR rows naming MSTR
Members · 12m
2
1 buys · 1 sells · by trade date
Latest PTR
08-13
filed 2026-08-13
13F holders
500
top-500 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-09-14 13:21 UTCno price data — a disclosure record, not a chart

Shri Thanedar · $15.0K–$50.0K

Sale · traded 2025-10-21 → filed 2026-08-13. Ranked over every MSTR row by the provable lower bound, never a point estimate.

2 members · 1 buys / 1 sells

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

8 rows filed past the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

5 dated disclosures in the window, placed by trade date; magnitudes are the disclosed lower bounds.

Trade date, not filing date — the lag lives in the table below. 5 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING MSTR · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning MSTR
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-08-13Shri Thanedar D–MI-13SaleTraded 2025-10-21 LATE·296d$15K–$50K
2026-07-02Gilbert Ray Cisneros, Jr. D–CA-31PurchaseTraded 06-05 +27d$15K–$50K
2025-08-11Shri Thanedar D–MI-13PurchaseTraded 2024-07-01 LATE·406d$15K–$50K
2025-06-22Jefferson Shreve R–IN-6SaleTraded 05-12 +41d$15K–$50K
2025-03-10Neal P. Dunn R–FL-2Purchase · SP (spouse-owned)Traded 2024-12-24 LATE·76d$15K–$50K
Traded → filed dates on every rowEach row shows the trade date and the filing date; the gap between them is the disclosure lag.all 14 ↗

Members active in MSTR

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing MSTR in the trailing 12 months
MemberRowsNetNet disclosed flow for this ticker: purchases minus sales, computed as a net range on the disclosed amounts. A lower bound is provable, never a point.CommitteesNumber of committees the member sat on as of their latest trade date in the window, from the cc0-legislators roster snapshot. Context, never an allegation; jurisdiction overlap needs the sector join.
Gilbert Ray Cisneros, Jr. D–CA-311$15.0K to $50.0K2
Shri Thanedar D–MI-131−$50.0K to −$15.0K2

2 members in the window · counts of disclosures, not dollars.

Congress ↔ notable managers · MSTR

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers
1 Gilbert Ray Cisneros, Jr. D–CA-31 $15K–$50K
Sellers
1 Shri Thanedar D–MI-13 $15K–$50K

filed 2026-06-16 → 2026-09-14 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding
1 Miller Value Partners $6.5M held
Trimming
1 Bridgewater Associates $695K held

new + add vs trim + exit, by shares · $ = reported value now, not the change · STRATEGY INC

Merged timeline of congressional filings and notable-manager moves on MSTR
DateWhoChangeSize
2026-08-13Shri Thanedar CongressSale$15K–$50K
2026-07-02Gilbert Ray Cisneros, Jr. CongressPurchase$15K–$50K
2026-05-15Miller Value Partners 13Fadd+26,808 sh
2026-05-15Bridgewater Associates 13Ftrim−4,426 sh

4 newest rows · Congress rows date by filing, 13F rows by quarter end · a 13F row is a quarter-end snapshot, not a trade

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

Top institutional holders of MSTR for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1Capital International Investors$3.9B1
2BlackRock, Inc.$2.2B1
3VANGUARD PORTFOLIO MANAGEMENT LLC$1.8B1
4VANGUARD CAPITAL MANAGEMENT LLC$1.8B1
5MORGAN STANLEY$1.2B1
6Capital Research Global Investors$950M1
7STATE STREET CORP$876M1
8UBS Group AG$788M1
9GEODE CAPITAL MANAGEMENT, LLC$579M1
10Capital World Investors$534M1
11BANK OF AMERICA CORP /DE/$495M1
12Marex Group Ltd$426M1
13Harvest Portfolios Group Inc.$334M1
14Invesco Ltd.$266M1
15VANGUARD FIDUCIARY TRUST CO$243M1
16RENAISSANCE TECHNOLOGIES LLC$231M1
17CANTOR FITZGERALD, L. P.$228M1
18NORTHERN TRUST CORP$220M1
19UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$196M1
20CHARLES SCHWAB INVESTMENT MANAGEMENT INC$194M1
21Alberta Investment Management Corp$172M1
22Legal & General Group Plc$171M1
23Tidal Investments LLC$170M1
24Clear Street Group Inc.$160M1
25SUSQUEHANNA INTERNATIONAL GROUP, LLP$160M1
26CITADEL ADVISORS LLC$152M1
27FMR LLC$122M1
28BANK OF MONTREAL /CAN/$106M1
29National Pension Service$103M1
30DEUTSCHE BANK AG\$98.0M1
31Swiss National Bank$95.6M1
32FIRST TRUST ADVISORS LP$94.3M1
33WELLS FARGO & COMPANY/MN$90.6M1
34CITIGROUP INC$90.2M1
35LPL Financial LLC$88.3M1
36Weiss Asset Management LP$83.3M1
37NATIXIS$76.8M1
38Nuveen, LLC$72.0M1
39Amundi$66.4M1
40NATIONAL BANK OF CANADA /FI/$66.1M1
41VANGUARD ASSET MANAGEMENT, Ltd$65.8M1
42CANADA PENSION PLAN INVESTMENT BOARD$65.0M1
43CTC LLC$63.1M1
44Quadrature Capital Ltd$52.3M1
45ProShare Advisors LLC$50.0M1
46Vontobel Holding Ltd.$46.6M1
47ROYAL BANK OF CANADA$42.3M1
48HSBC HOLDINGS PLC$39.7M1
49Mitsubishi UFJ Asset Management Co., Ltd.$38.3M1
50FOUNDATIONS INVESTMENT ADVISORS, LLC$38.1M1
51OLD MISSION CAPITAL LLC$37.2M1
52Cetera Investment Advisers$34.9M1
53LMR Partners LLP$34.7M1
54EXCHANGE TRADED CONCEPTS, LLC$32.7M1
55STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$32.5M1
56Hudson Bay Capital Management LP$28.6M1
57AVIVA PLC$28.5M1
58COMMONWEALTH EQUITY SERVICES, LLC$27.6M1
59JANE STREET GROUP, LLC$26.2M1
60MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$25.3M1
61STIFEL FINANCIAL CORP$21.7M1
62Vanguard Global Advisers, LLC$21.5M1
63SIH Partners, LLLP$21.2M1
64BNP Paribas Asset Management Holding S.A.$20.8M1
65Aspiring Ventures, LLC$20.5M1
66CWM, LLC$20.2M1
67HighTower Advisors, LLC$19.8M1
68NOMURA HOLDINGS INC$18.5M1
69Parallax Volatility Advisers, L.P.$18.0M1
70ALLIANCEBERNSTEIN L.P.$18.0M1
71AQR CAPITAL MANAGEMENT LLC$17.9M1
72NEOS Investment Management LLC$17.7M1
73Jefferies Financial Group Inc.$17.6M1
74HORIZON KINETICS ASSET MANAGEMENT LLC$17.4M1
75EULAV Asset Management$17.2M1
76ROYAL LONDON ASSET MANAGEMENT LTD$17.0M1
77STATE OF WISCONSIN INVESTMENT BOARD$17.0M1
78Strong Tower Advisory Services$16.8M1
79Vanguard Investments Australia, Ltd.$16.5M1
80DANSKE BANK A/S$16.5M1
81SHARIAPORTFOLIO, INC.$15.9M1
82CREDIT AGRICOLE S A$15.6M1
83Robeco Institutional Asset Management B.V.$15.0M1
84APG Asset Management N.V.$14.5M1
85TD ASSET MANAGEMENT INC$14.0M1
86Mariner, LLC$14.0M1
87Mirae Asset Global Investments Co., Ltd.$13.8M1
88Vident Advisory, LLC$13.5M1
89BIT Capital GmbH$13.3M1
90Asset Management One Co., Ltd.$13.1M1
91Man Group plc$13.1M1
92KLP KAPITALFORVALTNING AS$13.1M1
93DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$13.0M1
94MML INVESTORS SERVICES, LLC$13.0M1
95Pictet Asset Management Holding SA$12.5M1
96Creative Planning$12.4M1
97Leonteq Securities AG$12.4M1
98STOREBRAND ASSET MANAGEMENT AS$12.2M1
99NOMURA ASSET MANAGEMENT CO LTD$11.9M1
100Headlands Technologies LLC$11.8M1
101State of New Jersey Common Pension Fund D$11.1M1
102HIMENSION CAPITAL (SINGAPORE) PTE. LTD.$11.0M1
103RAYMOND JAMES FINANCIAL INC$10.8M1
104Alpine Global Management, LLC$10.6M1
105Korea Investment CORP$10.6M1
106Lansforsakringar Fondforvaltning AB (publ)$10.6M1
107INDEPENDENT FINANCIAL GROUP, LLC$10.5M1
108Rafferty Asset Management, LLC$10.5M1
109Swedbank AB$10.3M1
110NISSAY ASSET MANAGEMENT CORP /JAPAN$10.2M1
111Squarepoint Ops LLC$10.0M1
112TEACHER RETIREMENT SYSTEM OF TEXAS$10.0M1
113Centiva Capital, LP$9.9M1
114Tredje AP-fonden$9.7M1
115SCHRODER INVESTMENT MANAGEMENT GROUP$9.5M1
116Resona Asset Management Co.,Ltd.$9.4M1
117Generali Asset Management SPA SGR$9.4M1
118Zurcher Kantonalbank (Zurich Cantonalbank)$9.0M1
119Point72 Asset Management, L.P.$9.0M1
120Arizona State Retirement System$8.9M1
121Rockefeller Capital Management L.P.$8.8M1
122Accuvest Global Advisors$8.8M1
123CIBC Asset Management Inc$8.5M1
124CAPSTONE INVESTMENT ADVISORS, LLC$7.9M1
125MERCER GLOBAL ADVISORS INC /ADV$7.9M1
126GUGGENHEIM CAPITAL LLC$7.7M1
127Sumitomo Mitsui DS Asset Management Company, Ltd$7.6M1
128Quantinno Capital Management LP$7.5M1
129Aberdeen Group plc$7.3M1
130Kestra Advisory Services, LLC$7.2M1
131Summit Financial, LLC$7.2M1
132DnB Asset Management AS$7.1M1
133SkyBridge Capital II, LLC$7.0M1
134VISTA INVESTMENT PARTNERS II, LLC$6.8M1
135NewEdge Advisors, LLC$6.8M1
136Walleye Trading LLC$6.7M1
137SEB Asset Management AB$6.7M1
138Daiwa Securities Group Inc.$6.6M1
139IFM Investors Pty Ltd$6.6M1
140MILLER VALUE PARTNERS, LLC$6.5M1
141Capital Wealth Alliance, LLC$6.4M1
142Independent Advisor Alliance$6.1M1
143Private Advisor Group, LLC$6.1M1
144Corient Private Wealth LLC$6.0M1
145ENVESTNET ASSET MANAGEMENT INC$5.7M1
146MADDEN SECURITIES Corp$5.7M1
147SEI INVESTMENTS CO$5.7M1
148USS Investment Management Ltd$5.7M1
149XTX Topco Ltd$5.7M1
150Beaird Harris Wealth Management, LLC$5.7M1
151Oasis Advisors, LLC$5.4M1
152Compass Ion Advisors, LLC$5.4M1
153Varma Mutual Pension Insurance Co$5.4M1
154AMERICAN CENTURY COMPANIES INC$5.2M1
155Kessler Investment Group, LLC$5.1M1
156XPONANCE LLC$5.1M1
157Moors & Cabot, Inc.$5.0M1
158O'SHAUGHNESSY ASSET MANAGEMENT, LLC$4.9M1
159Pacific Capital Wealth Advisors, Inc.$4.9M1
160Longitude (Cayman) Ltd.$4.8M1
161TORONTO DOMINION BANK$4.7M1
162BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$4.5M1
163SHELTON CAPITAL MANAGEMENT$4.3M1
164ACORN FINANCIAL ADVISORY SERVICES INC /ADV$4.3M1
165Cerity Partners LLC$4.2M1
166Wealthfront Advisers LLC$4.2M1
167Elequin Capital, LP$4.1M1
168MSA Advisors, LLC$4.0M1
169VestGen Advisors, LLC$4.0M1
170Kovack Advisors, Inc.$3.9M1
171Cresset Asset Management, LLC$3.9M1
172United Capital Management of KS, Inc.$3.9M1
173Utah Retirement Systems$3.9M1
174D.A. DAVIDSON & CO.$3.9M1
175Rakuten Investment Management, Inc.$3.8M1
176Optiver Holding B.V.$3.8M1
177Boundless Plain Holdings Ltd$3.7M1
178Eurizon Capital SGR S.p.A.$3.6M1
179AE Wealth Management LLC$3.6M1
180Farringdon Capital, Ltd.$3.6M1
181D. E. Shaw & Co., Inc.$3.6M1
182OSAIC HOLDINGS, INC.$3.5M1
183Swiss Life Asset Management Ltd$3.4M1
184OPPENHEIMER & CO INC$3.4M1
185OP Asset Management Ltd$3.3M1
186GROUP ONE TRADING LLC$3.3M1
187CIBC Bancorp USA Inc.$3.3M1
188PRUDENTIAL PLC$3.2M1
189KESTRA PRIVATE WEALTH SERVICES, LLC$3.2M1
190Janus Henderson Group Ltd.$3.2M1
191BLAIR WILLIAM & CO/IL$3.2M1
192Walleye Capital LLC$3.2M1
193Evolution Wealth Advisors, LLC$3.1M1
194NORDEA INVESTMENT MANAGEMENT AB$3.1M1
195Chicago Partners Investment Group LLC$3.1M1
196LAVELLE CAPITAL LP$3.1M1
197Apollon Wealth Management, LLC$3.1M1
198EagleClaw Capital Managment, LLC$3.0M1
199MATAURO, LLC$3.0M1
200MACKENZIE FINANCIAL CORP$3.0M1
201Equitable Holdings, Inc.$3.0M1
202Truvestments Capital LLC$3.0M1
203Vanguard Personalized Indexing Management, LLC$3.0M1
204GATEWAY INVESTMENT ADVISERS LLC$2.9M1
205ASR Vermogensbeheer N.V.$2.9M1
206Rakuten Securities, Inc.$2.8M1
207BALYASNY ASSET MANAGEMENT L.P.$2.8M1
208Tower Research Capital LLC (TRC)$2.8M1
209Collar Capital Management, LLC$2.7M1
210CAP Partners, LLC$2.6M1
211CIBC WORLD MARKET INC.$2.6M1
212FRANKLIN RESOURCES INC$2.5M1
213PROFUND ADVISORS LLC$2.5M1
214Secure Asset Management, LLC$2.5M1
215Pathstone Holdings, LLC$2.5M1
216Blue Sky Capital Consultants Group, Inc.$2.4M1
217Stratos Wealth Partners, LTD.$2.4M1
218Realta Investment Advisors$2.4M1
219Sovran Advisors, LLC$2.3M1
220Investment Management Corp of Ontario$2.3M1
221BANK OF NOVA SCOTIA$2.3M1
222Caprock Group, LLC$2.3M1
223Candriam S.C.A.$2.3M1
224Centric Wealth Management$2.3M1
225HHM Wealth Advisors, LLC$2.2M1
226MACQUARIE GROUP LTD$2.2M1
227Chokshi & Queen Wealth Advisors, Inc$2.2M1
228Prepared Retirement Institute LLC$2.2M1
229WELLINGTON MANAGEMENT GROUP LLP$2.2M1
230Federation des caisses Desjardins du Quebec$2.1M1
231Kapstone Financial Advisors LLC$2.1M1
232Baird Financial Group, Inc.$2.1M1
233MANUFACTURERS LIFE INSURANCE COMPANY, THE$2.0M1
234Vivid Wealth Management, LLC$2.0M1
235READYSTATE ASSET MANAGEMENT LP$2.0M1
236Maryland State Retirement & Pension System$2.0M1
237Teamwork Financial Advisors, LLC$1.9M1
238Disciplined Investors, L.L.C.$1.9M1
239WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$1.9M1
240Sanctuary Advisors, LLC$1.9M1
241Ensign Peak Advisors, Inc$1.9M1
242KPP Advisory Services LLC$1.9M1
243M&T BANK CORP$1.9M1
244PIAR LLC$1.8M1
245PATRIOT INVESTMENT MANAGEMENT GROUP, INC.$1.8M1
246Focus Partners Wealth$1.8M1
247GTS SECURITIES LLC$1.7M1
248SKY-MOUNTAIN CAPITAL MANAGEMENT, INC.$1.7M1
249Verition Fund Management LLC$1.7M1
250Capital International Sarl$1.7M1
251Osmosis Investment Management UK Ltd$1.7M1
252Capstone Financial Advisors, Inc.$1.7M1
253Inspire Investing, LLC$1.6M1
254Western Wealth Management, LLC$1.6M1
255PROMETHIUM ADVISORS,LLC$1.6M1
256PRUDENTIAL FINANCIAL INC$1.6M1
257Graham Capital Management, L.P.$1.6M1
258Bleakley Financial Group, LLC$1.6M1
259Sequoia Financial Advisors, LLC$1.6M1
260Empowered Funds, LLC$1.6M1
261Vienna Asset Management LLC$1.5M1
262WCG Wealth Advisors LLC$1.5M1
263AXXCESS WEALTH MANAGEMENT, LLC$1.5M1
264Prospera Financial Services Inc$1.5M1
265Norinchukin Bank, The$1.5M1
266Ausdal Financial Partners, Inc.$1.4M1
267VOYA INVESTMENT MANAGEMENT LLC$1.4M1
268TOKIO MARINE ASSET MANAGEMENT CO LTD$1.4M1
269AMG National Trust Bank$1.4M1
270US BANCORP \DE\$1.4M1
271NFSG Corp$1.4M1
272E Fund Management Co., Ltd.$1.4M1
273TRUIST FINANCIAL CORP$1.3M1
274CERTIOR FINANCIAL GROUP, LLC$1.3M1
275Allianz Asset Management GmbH$1.3M1
276Alchemi Wealth, LLC$1.3M1
277Woodline Partners LP$1.3M1
278NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$1.3M1
279Steward Partners Investment Advisory, LLC$1.3M1
280Dynamic Advisor Solutions LLC$1.3M1
281Avior Wealth Management, LLC$1.2M1
282Compagnie Lombard Odier SCmA$1.2M1
283Visionary Wealth Advisors$1.2M1
284Sun Financial Inc$1.2M1
285ABN AMRO INVESTMENT SOLUTIONS$1.2M1
286Orion Porfolio Solutions, LLC$1.2M1
287Sigma Planning Corp$1.2M1
288Sepio Capital, LP$1.2M1
289OMERS ADMINISTRATION Corp$1.2M1
290EVEXIA WEALTH LLC$1.2M1
291E. Ohman J:or Asset Management AB$1.2M1
292DBA TRADING, LLC$1.1M1
293EFG International AG$1.1M1
294PINNACLE ASSOCIATES LTD$1.1M1
295Andina Capital Management, LLC$1.1M1
296World Investment Advisors$1.1M1
297Lombard Odier Asset Management (Switzerland) SA$1.1M1
298Kingsview Wealth Management, LLC$1.1M1
299B. Metzler seel. Sohn & Co. AG$1.1M1
300Wallace Hart LLC$1.0M1
301Assenagon Asset Management S.A.$1.0M1
302J. Derek Lewis & Associates Inc.$1.0M1
303LCM Capital Management Inc$1.0M1
304QTR Family Wealth, LLC$1.0M1
305Aptus Capital Advisors, LLC$1.0M1
306Signal Advisors Wealth, LLC$993K1
307SIG BROKERAGE, LP$975K1
308Sage Mountain Advisors LLC$972K1
309North Dakota State Investment Board$966K1
310Concurrent Investment Advisors, LLC$966K1
311CHOREO, LLC$950K1
312Wealthcare Advisory Partners LLC$939K1
313Gladstone Institutional Advisory LLC$933K1
314MAI Capital Management$919K1
315TRAPHAGEN INVESTMENT ADVISORS LLC$908K1
316Stratos Wealth Advisors, LLC$895K1
317PFG Investments, LLC$890K1
318PARTNERS WEALTH MANAGEMENT, LLC$883K1
319Trivium Point Advisory, LLC$882K1
320Spartan Wealth Advisory Services LLC$878K1
321CAPITAL INTERNATIONAL LTD /CA/$870K1
322Faithward Advisors, LLC$861K1
323Waldron Private Wealth LLC$860K1
324INTEGRITY ALLIANCE, LLC.$815K1
325Convergence Financial, LLC$815K1
326Summit Trail Advisors, LLC$813K1
327Institute for Wealth Management, LLC.$807K1
328WOODWARD DIVERSIFIED CAPITAL, LLC$805K1
329MBL Wealth, LLC$801K1
330DeepCurrents Investment Group LLC$794K1
331Walser Wealth Management Company, A Ltd Liability Co$787K1
332Core Wealth Partners LLC$777K1
333TRED AVON FAMILY WEALTH, LLC$773K1
334Indivisible Partners$767K1
335SteelPeak Wealth, LLC$761K1
336QRG CAPITAL MANAGEMENT, INC.$750K1
337VERUS CAPITAL PARTNERS, LLC$745K1
338Larson Financial Group LLC$742K1
339BLKBRD Asset Management, LP$740K1
340Finer Wealth Management, Inc.$740K1
341Lifeworks Advisors, LLC$739K1
342Militia Capital Management LLC$736K1
343Tradition Wealth Management, LLC$726K1
344Dynasty Wealth Management, LLC$722K1
345FIDUCIARY TRUST CO$720K1
346Merit Financial Group, LLC$710K1
347Beacon Capital Management, LLC$709K1
348CoinFund Management LLC$709K1
349Covenant Asset Management, LLC$701K1
350Comprehensive Financial Consultants Institutional, Inc.$701K1
351Siemens Fonds Invest GmbH$697K1
352Bridgewater Associates, LP$695K1
353Qube Research & Technologies Ltd$694K1
354Bannerstone Capital Management, LLC$693K1
355Beacon Pointe Advisors, LLC$692K1
356Perigon Wealth Management, LLC$682K1
357NWAM LLC$682K1
358&PARTNERS$679K1
359Perennial Investment Advisors, LLC$672K1
360DRW Securities, LLC$661K1
361THRYVE WEALTH MANAGEMENT LLC$657K1
362ICICI Prudential Asset Management Co Ltd$650K1
363Principle Wealth Partners LLC$648K1
364Banque Cantonale Vaudoise$648K1
365IPG Investment Advisors LLC$639K1
366KINTRA WEALTH, LLC$639K1
367Formidable Asset Management, LLC$631K1
368CTC Alternative Strategies, Ltd.$625K1
369DV Trading LLC$625K1
370U.S. Capital Wealth Advisors, LLC$621K1
371FIFTH THIRD BANCORP$621K1
372Wedmont Private Capital$610K1
373OneDigital Investment Advisors LLC$609K1
374HB Wealth Management, LLC$608K1
375B. Riley Wealth Advisors, Inc.$608K1
376KEYBANK NATIONAL ASSOCIATION/OH$600K1
377MONETA GROUP INVESTMENT ADVISORS LLC$599K1
378INVICTUS PRIVATE WEALTH, LLC$597K1
379SIGNATUREFD, LLC$594K1
380INSIGNEO ADVISORY SERVICES, LLC$593K1
381Flaharty Asset Management, LLC$593K1
382Oxler Private Wealth LLC$591K1
383United Asset Strategies, Inc.$568K1
384E6 Portfolios, LLC$561K1
385Simplicity Wealth,LLC$560K1
386HUB Investment Partners, LLC$557K1
387Capula Management Ltd$556K1
388Capital International, Inc./CA/$556K1
389Cambria Investment Management, L.P.$553K1
390Pine Valley Investments Ltd Liability Co$553K1
391LaSalle St. Investment Advisors, LLC$549K1
392Sowell Financial Services LLC$548K1
393AVISO WEALTH MANAGEMENT$540K1
394EP Wealth Advisors, LLC$540K1
395PENNINGTON PARTNERS & CO., LLC$535K1
396BOOTHBAY FUND MANAGEMENT, LLC$533K1
397RITHOLTZ WEALTH MANAGEMENT$531K1
398EVERGREEN CAPITAL MANAGEMENT LLC$530K1
399Bonfire Financial$525K1
400Lauer Wealth, LLC$519K1
401Independent Family Office, LLC$512K1
402COMMERCE BANK$505K1
403FIRST FOUNDATION ADVISORS$498K1
404Ballentine Partners, LLC$497K1
405Savvy Advisors, Inc.$496K1
406CENTRAL TRUST Co$494K1
407Discipline Wealth Solutions, LLC$490K1
408CLIENT 1ST ADVISORY GROUP, LLC$488K1
409Waverly Advisors, LLC$483K1
410UNITED CAPITAL FINANCIAL ADVISORS, LLC$475K1
411Fort Point Capital Partners LLC$474K1
412Laird Norton Wetherby Trust Company, LLC$464K1
413Meeder Advisory Services, Inc.$461K1
414Allworth Financial LP$458K1
415Keebeck Wealth Management$457K1
416Baader Bank Aktiengesellschaft$452K1
417PRINCIPAL FINANCIAL GROUP INC$447K1
418Northeast Financial Group, Inc.$437K1
419Carroll Advisory Group, LLC$429K1
420Family Capital Management, Inc.$427K1
421NewEdge Wealth, LLC$426K1
422Savant Capital, LLC$425K1
423Krilogy Financial LLC$421K1
424Turner Capital Investments, LLC$421K1
425Seelaus Asset Management LLC$416K1
426PRINCIPAL SECURITIES, INC.$408K1
427CARDIFF PARK ADVISORS, LLC$403K1
428Walleye Partners, LLC$399K1
429MEANS INVESTMENT CO., INC.$394K1
430INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$393K1
431Ankerstar Wealth, LLC$390K1
432RED REEF ADVISORS LLC$387K1
433True Vision MN LLC$384K1
434Mountain Capital Investment Advisors Inc.$384K1
435Mutual Advisors, LLC$383K1
436Synergy Asset Management, LLC$382K1
437Modern Wealth Management, LLC$375K1
438MILLENNIUM MANAGEMENT LLC$374K1
439Advisor OS, LLC$372K1
440Soltis Investment Advisors LLC$372K1
441Garden State Investment Advisory Services LLC$368K1
442National Wealth Management Group, LLC$367K1
443Cornerstone Wealth Management, LLC$363K1
444Quotient Wealth Partners, LLC$358K1
445MGO ONE SEVEN LLC$357K1
446Vise Technologies, Inc.$349K1
447MIZUHO MARKETS AMERICAS LLC$349K1
448Allegheny Financial Group$348K1
449NORDEN GROUP LLC$347K1
450ANCHYRA PARTNERS LLC$345K1
451Purpose Unlimited Inc.$343K1
452Greenline Wealth Management LLC$342K1
453Callan Family Office, LLC$339K1
454Polymer Capital Management (US) LLC$339K1
455Sava Infond d.o.o.$337K1
456Curran Financial Partners, LLC$335K1
457Magnus Financial Group LLC$333K1
458Trifecta Capital Advisors, LLC$332K1
459Canal Capital Management, LLC$331K1
460Crossmark Global Holdings, Inc.$329K1
461PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV$326K1
462Clear Creek Financial Management, LLC$326K1
463Investment Partners Asset Management, Inc.$320K1
464Maridea Wealth Management LLC$319K1
465COLDSTREAM CAPITAL MANAGEMENT INC$319K1
466Clear Harbor Asset Management, LLC$315K1
467PANORAMIC INVESTMENT ADVISORS, LLC$314K1
468Metis Global Partners, LLC$312K1
469PRIMORIS WEALTH ADVISORS, LLC$311K1
470RAHLFS CAPITAL, LLC$310K1
471DIVERSIFY WEALTH MANAGEMENT, LLC$310K1
472SeaCrest Wealth Management, LLC$308K1
473Prospect Financial Services LLC$307K1
474Daviman Financial, LLC$304K1
475Brookstone Capital Management$299K1
476Wick Capital Partners, LLC$298K1
477AssuredPartners Investment Advisors, LLC$297K1
478VICTORY FINANCIAL GROUP, LLC$295K1
479Diligent Investors, LLC$291K1
480BridgePort Financial Solutions, LLC$291K1
481GWN SECURITIES INC.$290K1
482Legacy Wealth Managment, LLC/ID$287K1
483PANAGORA ASSET MANAGEMENT INC$287K1
484Avantax Planning Partners, Inc.$286K1
485ALLIANZ SE$282K1
486United Advisor Group, LLC$281K1
487Texas Capital Bank Wealth Management Services Inc$281K1
488Van Hulzen Asset Management, LLC$279K1
489LongView Wealth Management$278K1
490Bulltick Wealth Management, LLC$276K1
491Kera Capital Partners, Inc.$275K1
492GREAT VALLEY ADVISOR GROUP, INC.$275K1
493Key Client Fiduciary Advisors, LLC$273K1
494INTECH INVESTMENT MANAGEMENT LLC$272K1
495Navigation Group, LLC$268K1
496BROWN ADVISORY INC$266K1
497Avanza Fonder AB$265K1
498CI INVESTMENTS INC.$263K1
499Pettinga Financial Advisors LLC$262K1
500Frec Markets, Inc.$261K1
Truncated by Public Filings. The published aggregate ranks the top 500 holders per issuer — a build parameter of the Public Filings aggregation, not a census. Rows beyond it exist in individual filings on EDGAR. methodology §13F ↗
§ derived by Public Filings from the published aggregate (agg_issuer_top_holders); per-filer filed dates, share counts and document links are not in the published aggregate — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)1 buy / 1 sell
Congress net ($ bound)−$35.0K to $35.0K
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on MSTR

RETAINED WINDOW · ACTIVE HITS
Signal hits naming MSTR
KindRuleHits
FIRST FILINGfirst disclosure of this ticker by this member within the corpus — era-scoped: coverage begins 2014-01-03, so an earlier first disclosure cannot be seen and is not claimed against1 hit

Every rule, with its definition →

Planned modules for MSTR · financials and macro

Financials — as filed PLANNED

MSTR's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: MSTR on EDGAR ↗

Macro context PLANNED

Rates, inflation, and positioning series land here with the macro module — vintage-aware, never nowcast.

issuer name from the SEC's present-day ticker file (company_tickers.json) — a present-day mapping, not the name as of each filing