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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。

其他股別STRCSTRDSTRFSTRK

2023 年第 4 季與 2023 年第 3 季比較

持有 Strategy Inc 的機構從 2023 年第 3 季到 2023 年第 4 季的變化。

2023 年第 4 季全部持有人2023 年第 3 季全部持有人

MSTR 的 13F 持有人:2023 年第 3 季與 2023 年第 4 季比較
項目2023 年第 3 季其中尚未申報 2023 年第 4 季2023 年第 4 季變化
持有家數2952370+77
股數698.2 萬2,818815.3 萬+117.4 萬 (+16.8%)
市值$22.9 億$92.5 萬$51.4 億+$28.5 億 (+124.6%)

2 家機構在 2023 年第 3 季持有、還沒有申報 2023 年第 4 季:沒申報不算清倉,所以變化不計入它們。

新進機構(101 家)

2023 年第 4 季季末持有 Strategy Inc、2023 年第 3 季季末沒有持有的機構。

依市值列出前 100 家,共 101 家。

2023 年第 4 季新進 MSTR 的機構
機構股數市值佔組合 %
Marshall Wace, LLP19,808$1,251 萬0.02%
FORA Capital, LLC15,042$950.1 萬0.82%
CTC LLC10,910$689.1 萬0.07%
Strong Tower Advisory Services10,396$656.6 萬2.91%
EULAV Asset Management10,000$631.6 萬0.20%
Cubist Systematic Strategies, LLC9,241$583.7 萬0.07%
Accredited Investors Inc.8,493$536.4 萬0.38%
CIBC World Markets Inc.5,712$360.8 萬0.01%
Independent Financial Group, LLC4,875$307.9 萬0.16%
Penserra Capital Management LLC4,777$301.7 萬0.06%
Mutual of America Capital Management LLC3,255$205.6 萬0.02%
RIA Advisory Group LLC4,937$185.7 萬0.89%
Aviso Wealth Management2,890$182.5 萬1.32%
Arlington Capital Management, Inc.2,354$148.7 萬1.35%
Truist Financial Corp2,239$141.4 萬0.00%
Susquehanna Portfolio Strategies, LLC2,154$136.1 萬0.02%
Advisor Resource Council1,588$100.3 萬0.12%
Scientech Research LLC1,338$84.5 萬0.84%
Rothschild Investment LLC1,300$82.1 萬0.07%
Glaxis Capital Management, LLC1,200$75.8 萬2.70%
VGI Partners Ltd1,200$75.8 萬0.08%
Annex Advisory Services, LLC1,186$74.9 萬0.03%
BOCHK Asset Management Ltd1,150$72.6 萬0.45%
Main Street Financial Solutions, LLC1,051$66.4 萬0.09%
American Century Companies Inc1,048$66.2 萬0.00%
Chesapeake Capital Corp1,030$65.1 萬0.47%
Diametric Capital, LP962$60.8 萬0.37%
Proficio Capital Partners LLC950$60.0 萬0.07%
Fiduciary Trust Co895$56.5 萬0.01%
Nwam LLC839$53.0 萬0.04%
Fiduciary Alliance LLC833$52.6 萬0.10%
Arete Wealth Advisors, LLC727$45.9 萬0.04%
Visionary Wealth Advisors712$45.0 萬0.03%
Mackenzie Financial Corp696$44.0 萬0.00%
Y-Intercept (Hong Kong) Ltd683$43.1 萬0.04%
Schonfeld Strategic Advisors LLC680$43.0 萬0.00%
Silvercrest Asset Management Group LLC666$42.1 萬0.00%
Florida Financial Advisors, LLC651$41.1 萬0.38%
Paradigm Financial Partners, LLC650$41.1 萬0.10%
Brinker Capital Investments, LLC671$40.1 萬0.00%
Orion Portfolio Solutions, LLC671$40.1 萬0.00%
Beacon Pointe Advisors, LLC600$37.9 萬0.00%
Banco Bilbao Vizcaya Argentaria, S.A.596$37.6 萬0.00%
O'Shaughnessy Asset Management, LLC584$36.9 萬0.00%
Savant Capital, LLC533$33.7 萬0.00%
Sterling Investment Advisors, Ltd.533$33.7 萬0.10%
Paul Damon & Associates, Inc.522$33.0 萬0.23%
Trevian Wealth Management LLC500$31.6 萬0.25%
Hilltop Holdings Inc.500$31.6 萬0.04%
Sassicaia Capital Advisers LLC500$31.6 萬2.73%
JustInvest LLC498$31.5 萬0.01%
Pathstone Holdings, LLC496$31.3 萬0.00%
B & T Capital Management DBA Alpha Capital Management481$30.4 萬0.06%
Lake Street Advisors Group, LLC473$29.9 萬0.01%
United Capital Management of KS, Inc.473$29.9 萬0.09%
Guggenheim Capital LLC464$29.3 萬0.00%
Lodestar Private Asset Management LLC457$28.9 萬0.04%
Summit Wealth Partners, LLC453$28.6 萬0.07%
Western Wealth Management, LLC448$28.3 萬0.02%
Envestnet Asset Management Inc447$28.2 萬0.00%
Procyon Private Wealth Partners, LLC436$27.5 萬0.02%
Sawtooth Solutions, LLC426$26.9 萬0.01%
Bleakley Financial Group, LLC426$26.9 萬0.01%
SEI Investments Co422$26.7 萬0.00%
Coston, McIsaac & Partners420$26.5 萬0.09%
Hartline Investment Corp414$26.1 萬0.04%
HighPoint Advisor Group LLC140$26.0 萬0.02%
Wolverine Asset Management LLC400$25.3 萬0.00%
Avidian Wealth Solutions, LLC374$23.6 萬0.01%
Stonegate Investment Group, LLC360$22.7 萬0.01%
Brookstone Capital Management342$21.6 萬0.00%
Riverview Capital Advisers, LLC333$21.0 萬0.08%
Berkshire Bank330$20.8 萬0.06%
Wealthcare Advisory Partners LLC328$20.7 萬0.01%
First Foundation Advisors325$20.5 萬0.01%
Prelude Capital Management, LLC320$20.2 萬0.02%
Advisory Services Network, LLC279$17.6 萬0.00%
Global Retirement Partners, LLC346$16.7 萬0.01%
Rakuten Securities, Inc.205$12.9 萬0.10%
Massmutual Trust Co FSB200$12.6 萬0.00%
Private Trust Co NA119$7.52 萬0.01%
Caitlin John, LLC108$6.82 萬0.06%
Principal Securities, Inc.49$3.09 萬0.00%
Advisors Preferred, LLC35$2.40 萬0.00%
North Star Investment Management Corp.30$1.89 萬0.00%
FSA Wealth Management LLC29$1.80 萬0.01%
Fairman Group, LLC20$1.26 萬0.01%
Harel Insurance Investments & Financial Services Ltd.17$1.10 萬0.00%
Hollencrest Capital Management15$9,4740.00%
Vima LLC14$8,8430.02%
GAMMA Investing LLC17$8,5210.00%
CVA Family Office, LLC11$6,9480.00%
Fortitude Family Office, LLC9$5,6850.00%
Tradewinds Capital Management, LLC5$3,1590.00%
Arlington Trust Co LLC4$2,5260.00%
LM Advisors LLC3$1,9680.00%
Coppell Advisory Solutions LLC2$1,2630.00%
CarsonAllaria Wealth Management, Ltd.2$1,2630.00%
REAP Financial Group, LLC2$1,2630.00%
Bell Investment Advisors, Inc1$6320.00%

清倉機構(24 家)

2023 年第 3 季季末持有 Strategy Inc、2023 年第 4 季有申報但已經沒有持有的機構。

尚未申報 2023 年第 4 季的機構(2 家)

2023 年第 3 季季末持有 Strategy Inc、還沒有申報 2023 年第 4 季 13F 的機構。沒申報不代表賣出,所以不算清倉。

2023 年第 3 季持有 MSTR、尚未申報 2023 年第 4 季的機構
機構2023 年第 3 季股數2023 年第 3 季市值
First Republic Investment Management, Inc.2,018$66.2 萬
Virginia Retirement Systems Et Al800$26.3 萬