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 4 季 13F 持有人
Strategy Inc 在 2023/12/31 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
- 370
- 較 2023 年第 3 季 +77 家
- 持有股數
- 815.3 萬
- 較 2023 年第 3 季 +117.4 萬 (+16.8%)
- 總市值
- $51.4 億
- 較 2023 年第 3 季 +$28.5 億 (+124.6%)
- 新進機構
- 101
- 另有 154 家加碼
- 清倉機構
- 24
- 另有 51 家減碼
另有 2 家機構在 2023 年第 3 季持有、還沒有申報 2023 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Public Employees Retirement Association of Colorado | 1,166 | $73.6 萬 | 0.00% | 00.0% | 不變 |
| Shariaportfolio, Inc. | 1,183 | $74.7 萬 | 0.51% | +208+21.3% | 加碼 |
| Annex Advisory Services, LLC | 1,186 | $74.9 萬 | 0.03% | +1,186 | 新進 |
| Glaxis Capital Management, LLC | 1,200 | $75.8 萬 | 2.70% | +1,200 | 新進 |
| VGI Partners Ltd | 1,200 | $75.8 萬 | 0.08% | +1,200 | 新進 |
| Ameritas Investment Partners, Inc. | 1,237 | $78.1 萬 | 0.03% | +138+12.6% | 加碼 |
| GSG Advisors LLC | 1,250 | $78.9 萬 | 0.30% | +250+25.0% | 加碼 |
| Geneos Wealth Management Inc. | 1,261 | $79.6 萬 | 0.04% | +106+9.2% | 加碼 |
| Spouting Rock Asset Management, LLC | 1,271 | $80.3 萬 | 0.29% | +52+4.3% | 加碼 |
| Rothschild Investment LLC | 1,300 | $82.1 萬 | 0.07% | +1,300 | 新進 |
| Scientech Research LLC | 1,338 | $84.5 萬 | 0.84% | +1,338 | 新進 |
| Blair William & Co | 1,379 | $87.1 萬 | 0.00% | −25−1.8% | 減碼 |
| Pictet Asset Management Holding SA | 1,380 | $87.2 萬 | 0.00% | +72+5.5% | 加碼 |
| Apollon Wealth Management, LLC | 1,393 | $88.0 萬 | 0.03% | +51+3.8% | 加碼 |
| Teacher Retirement System of Texas | 1,411 | $89.1 萬 | 0.01% | +563+66.4% | 加碼 |
| Principal Financial Group Inc | 1,413 | $89.2 萬 | 0.00% | +253+21.8% | 加碼 |
| MRP Capital Investments, LLC | 1,440 | $91.0 萬 | 0.98% | −3,986−73.5% | 減碼 |
| Franklin Resources Inc | 1,484 | $93.7 萬 | 0.00% | +164+12.4% | 加碼 |
| Equitable Holdings, Inc. | 1,562 | $98.7 萬 | 0.01% | +383+32.5% | 加碼 |
| Advisor Resource Council | 1,588 | $100.3 萬 | 0.12% | +1,588 | 新進 |
| STRS Ohio | 1,600 | $101.0 萬 | 0.00% | +700+77.8% | 加碼 |
| Amalgamated Bank | 1,754 | $110.8 萬 | 0.01% | +58+3.4% | 加碼 |
| HRT Financial LP | 1,793 | $113.2 萬 | 0.01% | +457+34.2% | 加碼 |
| Captrust Financial Advisors | 1,908 | $120.5 萬 | 0.00% | +166+9.5% | 加碼 |
| Independent Advisor Alliance | 1,959 | $123.7 萬 | 0.04% | +65+3.4% | 加碼 |
| Cetera Advisors LLC | 1,978 | $124.9 萬 | 0.02% | +35+1.8% | 加碼 |
| Parallax Volatility Advisers, L.P. | 2,000 | $126.3 萬 | 0.03% | +999+99.8% | 加碼 |
| Kingswood Wealth Advisors, LLC | 2,012 | $127.1 萬 | 0.14% | +332+19.8% | 加碼 |
| Mariner, LLC | 2,109 | $133.2 萬 | 0.00% | +954+82.6% | 加碼 |
| Susquehanna Portfolio Strategies, LLC | 2,154 | $136.1 萬 | 0.02% | +2,154 | 新進 |
| Spire Wealth Management | 2,837 | $136.5 萬 | 0.05% | +142+5.3% | 加碼 |
| Victory Capital Management Inc | 2,180 | $137.7 萬 | 0.00% | +621+39.8% | 加碼 |
| Handelsbanken Fonder AB | 2,186 | $138.1 萬 | 0.01% | +700+47.1% | 加碼 |
| Truist Financial Corp | 2,239 | $141.4 萬 | 0.00% | +2,239 | 新進 |
| LCM Capital Management Inc | 2,261 | $142.8 萬 | 1.03% | 00.0% | 不變 |
| Arlington Capital Management, Inc. | 2,354 | $148.7 萬 | 1.35% | +2,354 | 新進 |
| Tower Research Capital LLC (TRC) | 2,357 | $148.9 萬 | 0.02% | +2,097+806.5% | 加碼 |
| ProShare Advisors LLC | 2,391 | $151.0 萬 | 0.00% | +439+22.5% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 2,482 | $156.8 萬 | 0.01% | +788+46.5% | 加碼 |
| BIP Wealth, LLC | 2,500 | $157.9 萬 | 0.12% | 00.0% | 不變 |
| Cardiff Park Advisors, LLC | 2,535 | $160.1 萬 | 0.18% | 00.0% | 不變 |
| Leonteq Securities AG | 2,556 | $161.4 萬 | 0.21% | +532+26.3% | 加碼 |
| Raymond James Financial Services Advisors, Inc. | 2,599 | $164.2 萬 | 0.00% | −75−2.8% | 減碼 |
| CIBC Private Wealth Group, LLC | 2,636 | $166.5 萬 | 0.00% | +500+23.4% | 加碼 |
| Nkcfo LLC | 2,650 | $167.4 萬 | 0.91% | −500−15.9% | 減碼 |
| EagleClaw Capital Managment, LLC | 2,705 | $170.9 萬 | 0.36% | 00.0% | 不變 |
| Moors & Cabot, Inc. | 2,720 | $171.8 萬 | 0.11% | +49+1.8% | 加碼 |
| Virtu Financial LLC | 2,750 | $173.7 萬 | 0.14% | +1,657+151.6% | 加碼 |
| Janney Montgomery Scott LLC | 2,755 | $174.0 萬 | 0.01% | +312+12.8% | 加碼 |
| IFP Advisors, Inc | 2,874 | $181.5 萬 | 0.09% | +1,361+90.0% | 加碼 |
| Aviso Wealth Management | 2,890 | $182.5 萬 | 1.32% | +2,890 | 新進 |
| Pinnacle Associates Ltd | 2,907 | $183.6 萬 | 0.03% | +155+5.6% | 加碼 |
| RIA Advisory Group LLC | 4,937 | $185.7 萬 | 0.89% | +4,937 | 新進 |
| AE Wealth Management LLC | 3,874 | $191.5 萬 | 0.01% | −678−14.9% | 減碼 |
| Voloridge Investment Management, LLC | 3,150 | $199.0 萬 | 0.01% | −18,319−85.3% | 減碼 |
| Heritage Investors Management Corp | 3,186 | $201.2 萬 | 0.08% | −28−0.9% | 減碼 |
| Mutual of America Capital Management LLC | 3,255 | $205.6 萬 | 0.02% | +3,255 | 新進 |
| RFG Advisory, LLC | 3,303 | $208.6 萬 | 0.08% | +715+27.6% | 加碼 |
| AQR Capital Management LLC | 3,324 | $210.0 萬 | 0.00% | +1,509+83.1% | 加碼 |
| Belvedere Trading LLC | 3,348 | $211.5 萬 | 0.18% | −451−11.9% | 減碼 |
| Arizona State Retirement System | 3,389 | $214.1 萬 | 0.02% | +259+8.3% | 加碼 |
| Baader Bank INC | 3,688 | $226.3 萬 | 0.19% | +629+20.6% | 加碼 |
| Avantax Advisory Services, Inc. | 4,080 | $257.7 萬 | 0.03% | +241+6.3% | 加碼 |
| Ensign Peak Advisors, Inc | 4,090 | $258.3 萬 | 0.01% | +300+7.9% | 加碼 |
| Private Advisor Group, LLC | 4,165 | $263.1 萬 | 0.02% | −77−1.8% | 減碼 |
| Acorn Financial Advisory Services Inc | 4,182 | $264.1 萬 | 0.46% | −1,759−29.6% | 減碼 |
| National Bank of Canada | 3,891 | $266.0 萬 | 0.00% | +1,168+42.9% | 加碼 |
| Capital Wealth Alliance, LLC | 4,270 | $269.7 萬 | 1.85% | +373+9.6% | 加碼 |
| PEAK6 Investments LLC | 4,329 | $273.4 萬 | 0.12% | +2,492+135.7% | 加碼 |
| Kapstone Financial Advisors LLC | 6,035 | $276.3 萬 | 2.17% | +2,565+73.9% | 加碼 |
| Creative Planning | 4,397 | $277.7 萬 | 0.01% | +1,142+35.1% | 加碼 |
| Amundi | 4,852 | $280.1 萬 | 0.00% | +2,322+91.8% | 加碼 |
| Kestra Advisory Services, LLC | 4,571 | $288.7 萬 | 0.02% | +762+20.0% | 加碼 |
| Penserra Capital Management LLC | 4,777 | $301.7 萬 | 0.06% | +4,777 | 新進 |
| Voya Investment Management LLC | 4,844 | $306.0 萬 | 0.00% | +430+9.7% | 加碼 |
| Independent Financial Group, LLC | 4,875 | $307.9 萬 | 0.16% | +4,875 | 新進 |
| Fifth Third Bancorp | 5,098 | $322.0 萬 | 0.01% | +1,436+39.2% | 加碼 |
| New York State Common Retirement Fund | 5,121 | $323.5 萬 | 0.00% | +366+7.7% | 加碼 |
| Cutler Group LP | 5,127 | $323.8 萬 | 0.45% | −8,112−61.3% | 減碼 |
| GTS Securities LLC | 5,282 | $333.6 萬 | 0.07% | −2,216−29.6% | 減碼 |
| SRN Advisors, LLC | 5,313 | $335.6 萬 | 3.01% | −6,917−56.6% | 減碼 |
| Coastal Investment Advisors, Inc. | 5,358 | $338.4 萬 | 0.76% | +291+5.7% | 加碼 |
| State Board of Administration of Florida Retirement System | 5,376 | $339.6 萬 | 0.01% | +2,220+70.3% | 加碼 |
| Algert Global LLC | 5,391 | $340.5 萬 | 0.14% | +404+8.1% | 加碼 |
| Twin Tree Management, LP | 5,474 | $345.7 萬 | 0.06% | −12,042−68.7% | 減碼 |
| CI Private Wealth, LLC | 5,703 | $360.2 萬 | 0.01% | +3,951+225.5% | 加碼 |
| CIBC World Markets Inc. | 5,712 | $360.8 萬 | 0.01% | +5,712 | 新進 |
| American International Group, Inc. | 6,072 | $383.5 萬 | 0.02% | +553+10.0% | 加碼 |
| Longitude (Cayman) Ltd. | 6,100 | $385.3 萬 | 6.16% | −2,000−24.7% | 減碼 |
| Janus Henderson Group PLC | 6,293 | $397.4 萬 | 0.00% | +793+14.4% | 加碼 |
| MetLife Investment Management | 6,387 | $403.4 萬 | 0.03% | +559+9.6% | 加碼 |
| Manufacturers Life Insurance Company, The | 6,508 | $411.1 萬 | 0.00% | +589+10.0% | 加碼 |
| Simplex Trading, LLC | 6,632 | $418.8 萬 | 0.13% | −28,819−81.3% | 減碼 |
| Raymond James & Associates | 6,879 | $434.5 萬 | 0.00% | −318−4.4% | 減碼 |
| Royal Bank of Canada | 6,956 | $439.4 萬 | 0.00% | +3,318+91.2% | 加碼 |
| Wealth Enhancement Advisory Services, LLC | 6,986 | $441.2 萬 | 0.01% | +1,174+20.2% | 加碼 |
| State of New Jersey Common Pension Fund D | 7,178 | $453.4 萬 | 0.02% | +456+6.8% | 加碼 |
| HighTower Advisors, LLC | 7,531 | $476.8 萬 | 0.01% | −1,322−14.9% | 減碼 |
| Natixis | 7,646 | $482.9 萬 | 0.04% | +4,049+112.6% | 加碼 |
| Accredited Investors Inc. | 8,493 | $536.4 萬 | 0.38% | +8,493 | 新進 |