Strategy Inc
MSTR- 交易所
- Nasdaq
- 產業
- Finance Services
- SEC CIK
- 0001050446
近 90 天，Strategy Inc 內部人申報 0 筆公開市場買進、8 筆賣出；2026 年第 2 季末有 852 家機構在 13F 申報持有，市值合計 $182.2 億；沒有大師持有。
2023 年第 2 季 13F 持有人
Strategy Inc 在 2023/6/30 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 271
- 較 2023 年第 1 季 +20 家
- 持有股數
- 697.7 萬
- 較 2023 年第 1 季 +42.4 萬 (+6.5%)
- 總市值
- $23.9 億
- 較 2023 年第 1 季 +$4.73 億 (+24.7%)
- 新進機構
- 48
- 另有 100 家加碼
- 清倉機構
- 28
- 另有 63 家減碼
另有 1 家機構在 2023 年第 1 季持有、還沒有申報 2023 年第 2 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 MSTR 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 852 | $182.2 億 |
| 2026 年第 1 季 | 946 | $246.6 億 |
| 2025 年第 4 季 | 982 | $265.7 億 |
| 2025 年第 3 季 | 1,087 | $451.2 億 |
| 2025 年第 2 季 | 1,161 | $554.5 億 |
| 2025 年第 1 季 | 1,013 | $361.6 億 |
| 2024 年第 4 季 | 993 | $310.7 億 |
| 2024 年第 3 季 | 662 | $160.0 億 |
| 2024 年第 2 季 | 592 | $124.6 億 |
| 2024 年第 1 季 | 530 | $164.3 億 |
| 2023 年第 4 季 | 370 | $51.4 億 |
| 2023 年第 3 季 | 295 | $22.9 億 |
| 2023 年第 2 季 | 271 | $23.9 億 |
| 2023 年第 1 季 | 252 | $19.2 億 |
| 2022 年第 4 季 | 212 | $8.13 億 |
| 2022 年第 3 季 | 231 | $12.5 億 |
| 2022 年第 2 季 | 238 | $10.5 億 |
| 2022 年第 1 季 | 268 | $30.0 億 |
| 2021 年第 4 季 | 290 | $32.6 億 |
| 2021 年第 3 季 | 287 | $33.0 億 |
| 2021 年第 2 季 | 270 | $42.4 億 |
| 2021 年第 1 季 | 287 | $38.6 億 |
2023 年第 2 季持有機構
每家機構持有 Strategy Inc 的股數、市值與佔組合比重；股數變化跟 2023 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Kestra Advisory Services, LLC | 811 | $27.8 萬 | 0.00% | +811 | 新進 |
| Teacher Retirement System of Texas | 830 | $28.4 萬 | 0.00% | −210−20.2% | 減碼 |
| FORA Capital, LLC | 851 | $29.1 萬 | 0.04% | +851 | 新進 |
| C2C Wealth Management, LLC | 650 | $29.2 萬 | 0.04% | +650 | 新進 |
| Kingsview Wealth Management, LLC | 869 | $29.8 萬 | 0.01% | +869 | 新進 |
| Pekin Hardy Strauss, Inc. | 875 | $30.0 萬 | 0.05% | +875 | 新進 |
| Franklin Resources Inc | 900 | $30.8 萬 | 0.00% | +900 | 新進 |
| Ameritas Investment Partners, Inc. | 913 | $31.3 萬 | 0.01% | +137+17.7% | 加碼 |
| Mariner, LLC | 917 | $31.4 萬 | 0.00% | −192−17.3% | 減碼 |
| CWM Advisors, LLC | 927 | $31.7 萬 | 0.04% | −6−0.6% | 減碼 |
| Chicago Partners Investment Group LLC | 782 | $31.9 萬 | 0.02% | +11+1.4% | 加碼 |
| MTM Investment Management, LLC | 944 | $32.3 萬 | 0.16% | +36+4.0% | 加碼 |
| King Wealth | 974 | $33.4 萬 | 0.07% | 00.0% | 不變 |
| Atria Wealth Solutions, Inc. | 978 | $33.5 萬 | 0.00% | −68−6.5% | 減碼 |
| Perigon Wealth Management, LLC | 984 | $33.7 萬 | 0.01% | +984 | 新進 |
| Wedbush Securities Inc | 988 | $33.8 萬 | 0.02% | −255−20.5% | 減碼 |
| Campion Asset Management LLC | 994 | $34.0 萬 | 0.30% | 00.0% | 不變 |
| Ambassador Advisors, LLC | 900 | $34.6 萬 | 0.08% | −1−0.1% | 減碼 |
| Cetera Advisors LLC | 1,018 | $34.9 萬 | 0.01% | +20+2.0% | 加碼 |
| Equitable Holdings, Inc. | 1,025 | $35.1 萬 | 0.01% | +1,025 | 新進 |
| Cresset Asset Management, LLC | 1,039 | $35.6 萬 | 0.00% | +320+44.5% | 加碼 |
| Centiva Capital, LP | 1,087 | $37.2 萬 | 0.02% | +1,087 | 新進 |
| Public Employees Retirement Association of Colorado | 1,166 | $39.9 萬 | 0.00% | 00.0% | 不變 |
| Geneos Wealth Management Inc. | 1,179 | $40.4 萬 | 0.02% | −23−1.9% | 減碼 |
| Apollon Wealth Management, LLC | 1,192 | $40.8 萬 | 0.02% | +104+9.6% | 加碼 |
| Victory Capital Management Inc | 1,193 | $40.9 萬 | 0.00% | +118+11.0% | 加碼 |
| Blair William & Co | 1,216 | $41.6 萬 | 0.00% | +36+3.1% | 加碼 |
| AQR Capital Management LLC | 1,266 | $43.4 萬 | 0.00% | +1,266 | 新進 |
| Virginia Retirement Systems Et Al | 1,300 | $44.5 萬 | 0.00% | +100+8.3% | 加碼 |
| Principal Financial Group Inc | 1,306 | $44.7 萬 | 0.00% | +225+20.8% | 加碼 |
| Pictet Asset Management SA | 1,308 | $44.8 萬 | 0.00% | +74+6.0% | 加碼 |
| Fifth Third Bancorp | 1,366 | $46.8 萬 | 0.00% | 00.0% | 不變 |
| Miracle Mile Advisors, LLC | 1,379 | $47.2 萬 | 0.01% | +1,379 | 新進 |
| MRP Capital Investments, LLC | 1,435 | $49.1 萬 | 0.48% | −430−23.1% | 減碼 |
| Belvedere Trading LLC | 1,461 | $50.0 萬 | 0.16% | −1,818−55.4% | 減碼 |
| AtonRa Partners | 1,483 | $50.8 萬 | 0.79% | −226−13.2% | 減碼 |
| Handelsbanken Fonder AB | 1,486 | $50.9 萬 | 0.00% | 00.0% | 不變 |
| CI Private Wealth, LLC | 1,498 | $51.3 萬 | 0.00% | −65−4.2% | 減碼 |
| DRW Securities, LLC | 1,500 | $51.4 萬 | 0.04% | +1,500 | 新進 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 1,523 | $52.2 萬 | 0.00% | +301+24.6% | 加碼 |
| Mercer Global Advisors Inc | 1,563 | $53.5 萬 | 0.00% | +1,563 | 新進 |
| Amalgamated Bank | 1,622 | $55.5 萬 | 0.00% | +406+33.4% | 加碼 |
| Kingswood Wealth Advisors, LLC | 1,680 | $57.5 萬 | 0.18% | +1,680 | 新進 |
| Tower Research Capital LLC (TRC) | 1,779 | $60.9 萬 | 0.02% | +1,302+273.0% | 加碼 |
| Janney Montgomery Scott LLC | 1,876 | $64.2 萬 | 0.00% | +395+26.7% | 加碼 |
| Duality Advisers, LP | 1,906 | $65.3 萬 | 0.08% | +1,906 | 新進 |
| Captrust Financial Advisors | 1,947 | $66.7 萬 | 0.00% | +77+4.1% | 加碼 |
| ProShare Advisors LLC | 1,960 | $67.1 萬 | 0.00% | +595+43.6% | 加碼 |
| Capula Management Ltd | 1,960 | $67.1 萬 | 0.08% | +1,960 | 新進 |
| Natixis | 1,999 | $68.4 萬 | 0.01% | +407+25.6% | 加碼 |
| Parallax Volatility Advisers, L.P. | 2,021 | $69.2 萬 | 0.02% | −1,322−39.5% | 減碼 |
| Independent Advisor Alliance | 2,034 | $69.6 萬 | 0.03% | −195−8.7% | 減碼 |
| LCM Capital Management Inc | 2,253 | $77.1 萬 | 0.63% | 00.0% | 不變 |
| Amundi | 2,058 | $77.8 萬 | 0.00% | 00.0% | 不變 |
| Stifel Financial Corp | 2,357 | $80.7 萬 | 0.00% | +267+12.8% | 加碼 |
| RFG Advisory, LLC | 2,362 | $80.9 萬 | 0.04% | +211+9.8% | 加碼 |
| Leonteq Securities AG | 2,400 | $82.2 萬 | 0.08% | +889+58.8% | 加碼 |
| Point72 Asset Management, L.P. | 2,524 | $86.4 萬 | 0.00% | +1,824+260.6% | 加碼 |
| Moors & Cabot, Inc. | 2,552 | $87.4 萬 | 0.06% | +91+3.7% | 加碼 |
| Spire Wealth Management | 2,562 | $87.7 萬 | 0.03% | +1,234+92.9% | 加碼 |
| Raymond James Financial Services Advisors, Inc. | 2,575 | $88.2 萬 | 0.00% | −8−0.3% | 減碼 |
| National Bank of Canada | 2,600 | $88.3 萬 | 0.00% | +832+47.1% | 加碼 |
| Pinnacle Associates Ltd | 2,609 | $89.3 萬 | 0.02% | +1,000+62.2% | 加碼 |
| Y-Intercept (Hong Kong) Ltd | 2,628 | $90.0 萬 | 0.10% | +2,628 | 新進 |
| Nkcfo LLC | 2,650 | $90.7 萬 | 0.42% | +450+20.5% | 加碼 |
| EagleClaw Capital Managment, LLC | 2,705 | $92.6 萬 | 0.21% | 00.0% | 不變 |
| Baader Bank INC | 2,819 | $94.1 萬 | 0.08% | +2,819 | 新進 |
| Royal Bank of Canada | 2,951 | $101.0 萬 | 0.00% | +564+23.6% | 加碼 |
| Zacks Investment Management | 3,073 | $105.2 萬 | 0.01% | +3,073 | 新進 |
| Arizona State Retirement System | 3,083 | $105.6 萬 | 0.01% | +373+13.8% | 加碼 |
| State Board of Administration of Florida Retirement System | 3,136 | $107.4 萬 | 0.00% | +870+38.4% | 加碼 |
| United Capital Financial Advisers, LLC | 3,150 | $107.9 萬 | 0.01% | −1,594−33.6% | 減碼 |
| Heritage Investors Management Corp | 3,218 | $110.2 萬 | 0.04% | −87−2.6% | 減碼 |
| First Republic Investment Management, Inc. | 3,306 | $113.2 萬 | 0.01% | −125−3.6% | 減碼 |
| Creative Planning | 3,444 | $117.9 萬 | 0.00% | −3,110−47.5% | 減碼 |
| UBS Oconnor LLC | 3,505 | $120.0 萬 | 0.03% | +3,505 | 新進 |
| Avantax Advisory Services, Inc. | 3,785 | $129.6 萬 | 0.01% | +273+7.8% | 加碼 |
| Ensign Peak Advisors, Inc | 3,790 | $129.8 萬 | 0.00% | 00.0% | 不變 |
| Capital Wealth Alliance, LLC | 3,900 | $133.5 萬 | 1.00% | −49−1.2% | 減碼 |
| Private Advisor Group, LLC | 4,009 | $137.3 萬 | 0.01% | −189−4.5% | 減碼 |
| BIT Capital GmbH | 4,156 | $142.3 萬 | 0.17% | −2,472−37.3% | 減碼 |
| Kapstone Financial Advisors LLC | 3,361 | $146.2 萬 | 1.21% | +2,763+462.0% | 加碼 |
| HSBC Holdings PLC | 4,365 | $149.5 萬 | 0.00% | +3,065+235.8% | 加碼 |
| Voya Investment Management LLC | 4,372 | $149.7 萬 | 0.00% | +708+19.3% | 加碼 |
| Manufacturers Life Insurance Company, The | 4,388 | $150.3 萬 | 0.00% | +610+16.1% | 加碼 |
| GTS Securities LLC | 4,512 | $154.5 萬 | 0.05% | +4,512 | 新進 |
| New York State Common Retirement Fund | 4,704 | $161.1 萬 | 0.00% | −613−11.5% | 減碼 |
| Algert Global LLC | 4,787 | $163.9 萬 | 0.07% | +720+17.7% | 加碼 |
| Bank of Montreal | 4,956 | $170.3 萬 | 0.00% | +891+21.9% | 加碼 |
| Coastal Investment Advisors, Inc. | 5,067 | $173.5 萬 | 0.38% | −3−0.1% | 減碼 |
| BNP Paribas Arbitrage, SA | 5,263 | $180.2 萬 | 0.00% | −14,544−73.4% | 減碼 |
| American International Group, Inc. | 5,323 | $182.3 萬 | 0.01% | +659+14.1% | 加碼 |
| MML Investors Services, LLC | 5,789 | $198.2 萬 | 0.01% | −1,025−15.0% | 減碼 |
| MetLife Investment Management | 5,828 | $199.6 萬 | 0.01% | +761+15.0% | 加碼 |
| Janus Henderson Group PLC | 6,010 | $205.7 萬 | 0.00% | +697+13.1% | 加碼 |
| Financial Sense Advisors, Inc. | 6,300 | $215.7 萬 | 0.99% | +740+13.3% | 加碼 |
| Price T Rowe Associates Inc | 6,460 | $221.3 萬 | 0.00% | +690+12.0% | 加碼 |
| Ameriprise Financial Inc | 6,673 | $228.5 萬 | 0.00% | +845+14.5% | 加碼 |
| Quantitative Investment Management, LLC | 6,822 | $233.5 萬 | 0.22% | +3,816+126.9% | 加碼 |
| Seven Eight Capital, LP | 6,924 | $237.1 萬 | 0.39% | +5,064+272.3% | 加碼 |