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。
2024 年第 1 季 13F 持有人
Strategy Inc 在 2024/3/31 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
- 530
- 較 2023 年第 4 季 +165 家
- 持有股數
- 964.6 萬
- 較 2023 年第 4 季 +149.6 萬 (+18.4%)
- 總市值
- $164.3 億
- 較 2023 年第 4 季 +$112.8 億 (+219.4%)
- 新進機構
- 216
- 另有 149 家加碼
- 清倉機構
- 51
- 另有 123 家減碼
另有 5 家機構在 2023 年第 4 季持有、還沒有申報 2024 年第 1 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 |
2024 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| AQR Capital Management LLC | 2,823 | $481.2 萬 | 0.01% | −501−15.1% | 減碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 2,939 | $501.0 萬 | 0.02% | +457+18.4% | 加碼 |
| Leonteq Securities AG | 2,941 | $501.3 萬 | 0.68% | +385+15.1% | 加碼 |
| BIP Wealth, LLC | 3,006 | $512.4 萬 | 0.37% | +506+20.2% | 加碼 |
| Amundi | 4,244 | $512.7 萬 | 0.00% | −608−12.5% | 減碼 |
| Mutual of America Capital Management LLC | 3,091 | $526.9 萬 | 0.06% | −164−5.0% | 減碼 |
| Fifth Third Bancorp | 3,118 | $531.5 萬 | 0.02% | −1,980−38.8% | 減碼 |
| ProShare Advisors LLC | 3,137 | $534.7 萬 | 0.01% | +746+31.2% | 加碼 |
| Janney Montgomery Scott LLC | 3,219 | $548.7 萬 | 0.02% | +464+16.8% | 加碼 |
| Mariner, LLC | 3,222 | $549.2 萬 | 0.01% | +1,113+52.8% | 加碼 |
| Avantax Advisory Services, Inc. | 3,247 | $553.5 萬 | 0.05% | −833−20.4% | 減碼 |
| Marshall Wace, LLP | 3,271 | $557.6 萬 | 0.01% | −16,537−83.5% | 減碼 |
| Russell Investments Group, Ltd. | 3,404 | $580.2 萬 | 0.01% | +2,712+391.9% | 加碼 |
| Private Advisor Group, LLC | 3,439 | $586.3 萬 | 0.04% | −726−17.4% | 減碼 |
| Strategic Vision Investment Ltd | 3,700 | $630.7 萬 | 4.55% | +3,700 | 新進 |
| Walleye Capital LLC | 3,700 | $630.7 萬 | 0.07% | +3,700 | 新進 |
| Acorn Financial Advisory Services Inc | 3,992 | $680.5 萬 | 1.29% | −190−4.5% | 減碼 |
| HighTower Advisors, LLC | 3,998 | $681.0 萬 | 0.01% | −3,533−46.9% | 減碼 |
| Arizona State Retirement System | 4,066 | $693.1 萬 | 0.05% | +677+20.0% | 加碼 |
| Madden Securities Corp | 4,268 | $727.5 萬 | 3.36% | +4,268 | 新進 |
| Capital Wealth Alliance, LLC | 4,278 | $729.2 萬 | 4.31% | +8+0.2% | 加碼 |
| Kingswood Wealth Advisors, LLC | 4,333 | $738.6 萬 | 0.85% | +2,321+115.4% | 加碼 |
| Wolverine Trading, LLC | 4,401 | $750.2 萬 | 0.08% | +4,401 | 新進 |
| Ensign Peak Advisors, Inc | 4,436 | $756.1 萬 | 0.01% | +346+8.5% | 加碼 |
| Dakota Wealth Management | 4,500 | $767.1 萬 | 0.19% | +4,500 | 新進 |
| Federated Hermes, Inc. | 4,690 | $799.4 萬 | 0.02% | +4,690 | 新進 |
| Longitude (Cayman) Ltd. | 4,800 | $818.2 萬 | 11.91% | −1,300−21.3% | 減碼 |
| Creative Planning | 4,938 | $841.6 萬 | 0.01% | +541+12.3% | 加碼 |
| Comerica Bank | 4,999 | $852.2 萬 | 0.04% | −5,812−53.8% | 減碼 |
| Equitec Proprietary Markets, LLC | 5,000 | $852.3 萬 | 15.09% | +5,000 | 新進 |
| Moors & Cabot, Inc. | 5,027 | $856.9 萬 | 0.46% | +2,307+84.8% | 加碼 |
| Cetera Investment Advisers | 5,222 | $890.1 萬 | 0.02% | +5,222 | 新進 |
| Squarepoint Ops LLC | 5,246 | $894.2 萬 | 0.04% | +5,246 | 新進 |
| MML Investors Services, LLC | 5,258 | $896.3 萬 | 0.04% | −3,473−39.8% | 減碼 |
| Walleye Trading LLC | 5,307 | $904.6 萬 | 0.15% | +5,307 | 新進 |
| Kestra Advisory Services, LLC | 5,341 | $910.4 萬 | 0.06% | +770+16.8% | 加碼 |
| Janus Henderson Group PLC | 5,597 | $953.3 萬 | 0.01% | −696−11.1% | 減碼 |
| Principal Financial Group Inc | 5,794 | $987.6 萬 | 0.01% | +4,381+310.0% | 加碼 |
| Accuvest Global Advisors | 5,829 | $993.6 萬 | 4.35% | −5,324−47.7% | 減碼 |
| New York State Common Retirement Fund | 6,217 | $1,060 萬 | 0.01% | +1,096+21.4% | 加碼 |
| Raymond James & Associates | 6,591 | $1,123 萬 | 0.01% | −288−4.2% | 減碼 |
| Wealth Enhancement Advisory Services, LLC | 6,665 | $1,136 萬 | 0.03% | −321−4.6% | 減碼 |
| Algert Global LLC | 6,731 | $1,147 萬 | 0.45% | +1,340+24.9% | 加碼 |
| Kapstone Financial Advisors LLC | 6,974 | $1,189 萬 | 8.09% | +939+15.6% | 加碼 |
| Royal Bank of Canada | 7,245 | $1,235 萬 | 0.00% | +289+4.2% | 加碼 |
| Penserra Capital Management LLC | 7,290 | $1,243 萬 | 0.16% | +2,513+52.6% | 加碼 |
| American International Group, Inc. | 7,326 | $1,249 萬 | 0.04% | +1,254+20.7% | 加碼 |
| Accredited Investors Inc. | 7,370 | $1,256 萬 | 0.81% | −1,123−13.2% | 減碼 |
| MetLife Investment Management | 7,578 | $1,292 萬 | 0.09% | +1,191+18.6% | 加碼 |
| Shariaportfolio, Inc. | 7,613 | $1,298 萬 | 7.48% | +6,430+543.5% | 加碼 |
| Panagora Asset Management Inc | 7,680 | $1,309 萬 | 0.07% | +7,680 | 新進 |
| HSBC Holdings PLC | 7,743 | $1,320 萬 | 0.01% | −8,752−53.1% | 減碼 |
| Cubist Systematic Strategies, LLC | 7,871 | $1,342 萬 | 0.15% | −1,370−14.8% | 減碼 |
| EULAV Asset Management | 8,200 | $1,398 萬 | 0.38% | −1,800−18.0% | 減碼 |
| Eschler Asset Management LLP | 8,400 | $1,432 萬 | 9.26% | +8,400 | 新進 |
| Manufacturers Life Insurance Company, The | 8,542 | $1,456 萬 | 0.01% | +2,034+31.3% | 加碼 |
| State of New Jersey Common Pension Fund D | 8,599 | $1,466 萬 | 0.04% | +1,421+19.8% | 加碼 |
| Financial Sense Advisors, Inc. | 8,675 | $1,479 萬 | 5.26% | −14,718−62.9% | 減碼 |
| Neuberger Berman Group LLC | 8,958 | $1,527 萬 | 0.01% | +8,958 | 新進 |
| Compass Ion Advisors, LLC | 9,152 | $1,560 萬 | 2.24% | +40+0.4% | 加碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 10,000 | $1,705 萬 | 0.06% | +10,000 | 新進 |
| Cambridge Investment Research Advisors, Inc. | 10,296 | $1,755 萬 | 0.07% | +216+2.1% | 加碼 |
| State of Wisconsin Investment Board | 11,112 | $1,894 萬 | 0.05% | +558+5.3% | 加碼 |
| Foundations Investment Advisors, LLC | 11,441 | $1,950 萬 | 0.51% | −398−3.4% | 減碼 |
| Deutsche Bank AG | 12,774 | $2,177 萬 | 0.01% | +3,726+41.2% | 加碼 |
| Stifel Financial Corp | 13,022 | $2,220 萬 | 0.03% | −2,162−14.2% | 減碼 |
| Jefferies Financial Group Inc. | 13,445 | $2,292 萬 | 0.46% | +13,218+5,822.9% | 加碼 |
| Strong Tower Advisory Services | 14,215 | $2,327 萬 | 9.35% | +3,819+36.7% | 加碼 |
| Bank of Montreal | 13,582 | $2,377 萬 | 0.01% | +3,543+35.3% | 加碼 |
| BNP Paribas Arbitrage, SA | 14,274 | $2,433 萬 | 0.03% | +3,333+30.5% | 加碼 |
| Murchinson Ltd. | 14,500 | $2,472 萬 | 2.76% | +14,500 | 新進 |
| Boothbay Fund Management, LLC | 14,507 | $2,473 萬 | 0.73% | +14,507 | 新進 |
| Capital Research Global Investors | 14,547 | $2,480 萬 | 0.01% | −14,457−49.8% | 減碼 |
| First Trust Advisors LP | 14,589 | $2,487 萬 | 0.03% | −2,636−15.3% | 減碼 |
| California State Teachers Retirement System | 14,841 | $2,530 萬 | 0.03% | +2,015+15.7% | 加碼 |
| Exchange Traded Concepts, LLC | 14,910 | $2,541 萬 | 0.66% | −5,690−27.6% | 減碼 |
| Voya Investment Management LLC | 15,682 | $2,673 萬 | 0.03% | +10,838+223.7% | 加碼 |
| Legal & General Group Plc | 15,724 | $2,680 萬 | 0.01% | +3,489+28.5% | 加碼 |
| Credit Suisse AG | 16,692 | $2,845 萬 | 0.03% | −3,346−16.7% | 減碼 |
| UBS Asset Management Americas Inc | 16,875 | $2,876 萬 | 0.01% | +2,179+14.8% | 加碼 |
| Van Eck Associates Corp | 18,403 | $3,137 萬 | 0.05% | −4,525−19.7% | 減碼 |
| Graham Capital Management, L.P. | 18,843 | $3,212 萬 | 0.91% | +18,843 | 新進 |
| Horizon Kinetics Asset Management LLC | 18,968 | $3,233 萬 | 0.61% | −978−4.9% | 減碼 |
| Alliancebernstein L.P. | 19,488 | $3,322 萬 | 0.01% | +5,802+42.4% | 加碼 |
| Franklin Resources Inc | 20,441 | $3,484 萬 | 0.01% | +18,957+1,277.4% | 加碼 |
| CTC LLC | 20,677 | $3,525 萬 | 0.58% | +9,767+89.5% | 加碼 |
| Wellington Management Group LLP | 20,715 | $3,531 萬 | 0.01% | +19,767+2,085.1% | 加碼 |
| Rhumbline Advisers | 22,332 | $3,807 萬 | 0.04% | +4,002+21.8% | 加碼 |
| Advisor Group Holdings, Inc. | 22,931 | $3,908 萬 | 0.09% | +1,242+5.7% | 加碼 |
| SG Americas Securities, LLC | 23,365 | $3,983 萬 | 0.20% | +14,597+166.5% | 加碼 |
| GTS Securities LLC | 23,563 | $4,016 萬 | 1.09% | +18,281+346.1% | 加碼 |
| Commonwealth Equity Services, LLC | 23,638 | $4,029 萬 | 0.07% | +8,287+54.0% | 加碼 |
| California Public Employees Retirement System | 23,821 | $4,060 萬 | 0.03% | +1,039+4.6% | 加碼 |
| Victory Capital Management Inc | 24,872 | $4,240 萬 | 0.04% | +22,692+1,040.9% | 加碼 |
| Fred Alger Management, LLC | 25,381 | $4,326 萬 | 0.21% | +25,381 | 新進 |
| Toroso Investments, LLC | 26,492 | $4,516 萬 | 0.77% | −67,788−71.9% | 減碼 |
| Wells Fargo & Company | 28,807 | $4,910 萬 | 0.01% | −4,394−13.2% | 減碼 |
| Swiss National Bank | 29,200 | $4,977 萬 | 0.03% | +5,300+22.2% | 加碼 |
| Ameriprise Financial Inc | 29,690 | $5,064 萬 | 0.01% | +20,211+213.2% | 加碼 |
| Natixis | 30,195 | $5,147 萬 | 0.29% | +22,549+294.9% | 加碼 |