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 |
|---|---|---|---|---|---|
| Comerica Bank | 4,999 | $852.2 萬 | 0.04% | −5,812−53.8% | 減碼 |
| Creative Planning | 4,938 | $841.6 萬 | 0.01% | +541+12.3% | 加碼 |
| Longitude (Cayman) Ltd. | 4,800 | $818.2 萬 | 11.91% | −1,300−21.3% | 減碼 |
| Federated Hermes, Inc. | 4,690 | $799.4 萬 | 0.02% | +4,690 | 新進 |
| Dakota Wealth Management | 4,500 | $767.1 萬 | 0.19% | +4,500 | 新進 |
| Ensign Peak Advisors, Inc | 4,436 | $756.1 萬 | 0.01% | +346+8.5% | 加碼 |
| Wolverine Trading, LLC | 4,401 | $750.2 萬 | 0.08% | +4,401 | 新進 |
| Kingswood Wealth Advisors, LLC | 4,333 | $738.6 萬 | 0.85% | +2,321+115.4% | 加碼 |
| Capital Wealth Alliance, LLC | 4,278 | $729.2 萬 | 4.31% | +8+0.2% | 加碼 |
| Madden Securities Corp | 4,268 | $727.5 萬 | 3.36% | +4,268 | 新進 |
| Arizona State Retirement System | 4,066 | $693.1 萬 | 0.05% | +677+20.0% | 加碼 |
| HighTower Advisors, LLC | 3,998 | $681.0 萬 | 0.01% | −3,533−46.9% | 減碼 |
| Acorn Financial Advisory Services Inc | 3,992 | $680.5 萬 | 1.29% | −190−4.5% | 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 |
| Private Advisor Group, LLC | 3,439 | $586.3 萬 | 0.04% | −726−17.4% | 減碼 |
| Russell Investments Group, Ltd. | 3,404 | $580.2 萬 | 0.01% | +2,712+391.9% | 加碼 |
| Marshall Wace, LLP | 3,271 | $557.6 萬 | 0.01% | −16,537−83.5% | 減碼 |
| Avantax Advisory Services, Inc. | 3,247 | $553.5 萬 | 0.05% | −833−20.4% | 減碼 |
| Mariner, LLC | 3,222 | $549.2 萬 | 0.01% | +1,113+52.8% | 加碼 |
| Janney Montgomery Scott LLC | 3,219 | $548.7 萬 | 0.02% | +464+16.8% | 加碼 |
| ProShare Advisors LLC | 3,137 | $534.7 萬 | 0.01% | +746+31.2% | 加碼 |
| Fifth Third Bancorp | 3,118 | $531.5 萬 | 0.02% | −1,980−38.8% | 減碼 |
| Mutual of America Capital Management LLC | 3,091 | $526.9 萬 | 0.06% | −164−5.0% | 減碼 |
| Amundi | 4,244 | $512.7 萬 | 0.00% | −608−12.5% | 減碼 |
| BIP Wealth, LLC | 3,006 | $512.4 萬 | 0.37% | +506+20.2% | 加碼 |
| Leonteq Securities AG | 2,941 | $501.3 萬 | 0.68% | +385+15.1% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 2,939 | $501.0 萬 | 0.02% | +457+18.4% | 加碼 |
| AQR Capital Management LLC | 2,823 | $481.2 萬 | 0.01% | −501−15.1% | 減碼 |
| Prudential Financial Inc | 2,799 | $477.1 萬 | 0.01% | +1,881+204.9% | 加碼 |
| EagleClaw Capital Managment, LLC | 2,744 | $467.7 萬 | 0.85% | +39+1.4% | 加碼 |
| Raymond James Financial Services Advisors, Inc. | 2,580 | $439.8 萬 | 0.01% | −19−0.7% | 減碼 |
| Cardiff Park Advisors, LLC | 2,560 | $436.4 萬 | 0.42% | +25+1.0% | 加碼 |
| CI Private Wealth, LLC | 2,515 | $428.7 萬 | 0.01% | −3,188−55.9% | 減碼 |
| CIBC Private Wealth Group, LLC | 2,525 | $413.3 萬 | 0.01% | −111−4.2% | 減碼 |
| Macquarie Group Ltd | 3,616 | $409.6 萬 | 0.00% | +3,616 | 新進 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 2,400 | $409.1 萬 | 0.00% | +2,400 | 新進 |
| Handelsbanken Fonder AB | 2,386 | $406.7 萬 | 0.02% | +200+9.1% | 加碼 |
| Vontobel Holding Ltd. | 2,326 | $396.5 萬 | 0.03% | +1,301+126.9% | 加碼 |
| Rakuten Securities, Inc. | 2,297 | $391.5 萬 | 1.71% | +2,092+1,020.5% | 加碼 |
| LCM Capital Management Inc | 2,263 | $385.7 萬 | 2.49% | +2+0.1% | 加碼 |
| Heritage Investors Management Corp | 2,243 | $382.3 萬 | 0.13% | −943−29.6% | 減碼 |
| Susquehanna Portfolio Strategies, LLC | 2,154 | $367.2 萬 | 0.09% | 00.0% | 不變 |
| IFP Advisors, Inc | 2,077 | $354.1 萬 | 0.16% | −797−27.7% | 減碼 |
| Independent Advisor Alliance | 2,065 | $352.0 萬 | 0.13% | +106+5.4% | 加碼 |
| Envestnet Asset Management Inc | 2,012 | $343.0 萬 | 0.00% | +1,565+350.1% | 加碼 |
| ClariVest Asset Management LLC | 1,969 | $335.6 萬 | 0.35% | +1,969 | 新進 |
| Danske Bank A/S | 1,947 | $331.9 萬 | 0.01% | +1,947 | 新進 |
| TCG Advisory Services, LLC | 1,920 | $327.3 萬 | 0.18% | +1,920 | 新進 |
| Pictet Asset Management Holding SA | 1,906 | $326.2 萬 | 0.00% | +526+38.1% | 加碼 |
| National Bank of Canada | 2,750 | $324.2 萬 | 0.01% | −1,141−29.3% | 減碼 |
| Bluefin Capital Management, LLC | 1,901 | $324.0 萬 | 0.52% | +1,901 | 新進 |
| Teacher Retirement System of Texas | 1,849 | $315.2 萬 | 0.02% | +438+31.0% | 加碼 |
| SRN Advisors, LLC | 1,828 | $311.6 萬 | 2.43% | −3,485−65.6% | 減碼 |
| Cantor Fitzgerald, L. P. | 1,770 | $301.7 萬 | 0.72% | +1,770 | 新進 |
| American Century Companies Inc | 1,737 | $296.1 萬 | 0.00% | +689+65.7% | 加碼 |
| CIBC World Markets Inc. | 1,714 | $292.2 萬 | 0.01% | −3,998−70.0% | 減碼 |
| Spire Wealth Management | 1,708 | $291.1 萬 | 0.08% | −1,129−39.8% | 減碼 |
| Nations Financial Group Inc, | 1,679 | $286.2 萬 | 0.24% | +1,679 | 新進 |
| Brevan Howard Capital Management LP | 1,660 | $283.0 萬 | 0.26% | +1,660 | 新進 |
| FORA Capital, LLC | 1,648 | $280.9 萬 | 0.23% | −13,394−89.0% | 減碼 |
| Public Employees Retirement Association of Colorado | 1,590 | $271.0 萬 | 0.01% | +424+36.4% | 加碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 1,587 | $270.5 萬 | 0.03% | +776+95.7% | 加碼 |
| RFG Advisory, LLC | 1,537 | $262.0 萬 | 0.09% | −1,766−53.5% | 減碼 |
| Pinnacle Associates Ltd | 1,511 | $257.6 萬 | 0.04% | −1,396−48.0% | 減碼 |
| STRS Ohio | 1,500 | $255.6 萬 | 0.01% | −100−6.3% | 減碼 |
| One Capital Management, LLC | 1,487 | $253.5 萬 | 0.09% | +467+45.8% | 加碼 |
| Ameritas Investment Partners, Inc. | 1,482 | $252.6 萬 | 0.09% | +245+19.8% | 加碼 |
| Apollon Wealth Management, LLC | 1,415 | $241.2 萬 | 0.08% | +22+1.6% | 加碼 |
| Great West Life Assurance Co | 1,374 | $234.3 萬 | 0.00% | +225+19.6% | 加碼 |
| Arlington Capital Management, Inc. | 1,348 | $229.8 萬 | 1.91% | −1,006−42.7% | 減碼 |
| Equitable Holdings, Inc. | 1,327 | $226.2 萬 | 0.03% | −235−15.0% | 減碼 |
| Aviso Wealth Management | 1,315 | $224.1 萬 | 1.41% | −1,575−54.5% | 減碼 |
| Cresset Asset Management, LLC | 1,315 | $224.1 萬 | 0.01% | +393+42.6% | 加碼 |
| B & T Capital Management DBA Alpha Capital Management | 1,314 | $224.0 萬 | 0.44% | +833+173.2% | 加碼 |
| Nomura Holdings Inc | 1,314 | $224.0 萬 | 0.02% | −28,348−95.6% | 減碼 |
| Paradigm Financial Partners, LLC | 1,250 | $213.1 萬 | 0.46% | +600+92.3% | 加碼 |
| Stratos Wealth Partners, LTD. | 1,207 | $205.7 萬 | 0.03% | +242+25.1% | 加碼 |
| Blair William & Co | 1,201 | $204.7 萬 | 0.01% | −178−12.9% | 減碼 |
| Boulder Hill Capital Management LP | 1,200 | $204.5 萬 | 0.84% | +1,200 | 新進 |
| GSG Advisors LLC | 1,250 | $200.8 萬 | 0.74% | 00.0% | 不變 |
| GWM Advisors LLC | 1,146 | $195.3 萬 | 0.02% | +455+65.8% | 加碼 |
| Symmetry Investments LP | 1,128 | $192.3 萬 | 0.20% | +1,128 | 新進 |
| Fiduciary Alliance LLC | 1,134 | $185.6 萬 | 0.33% | +301+36.1% | 加碼 |
| Coastal Investment Advisors, Inc. | 1,085 | $184.9 萬 | 0.38% | −4,273−79.7% | 減碼 |
| Fiduciary Trust Co | 1,060 | $180.7 萬 | 0.03% | +165+18.4% | 加碼 |
| Perigon Wealth Management, LLC | 1,053 | $179.5 萬 | 0.05% | +65+6.6% | 加碼 |
| Ameritas Advisory Services, LLC | 1,489 | $179.0 萬 | 0.07% | +1,489 | 新進 |
| Balyasny Asset Management LLC | 1,038 | $176.9 萬 | 0.00% | −27,372−96.3% | 減碼 |
| MTM Investment Management, LLC | 1,011 | $172.3 萬 | 0.71% | −16−1.6% | 減碼 |
| Two Sigma Investments, LP | 1,005 | $171.3 萬 | 0.00% | −74,601−98.7% | 減碼 |
| Hudson Bay Capital Management LP | 1,000 | $170.5 萬 | 0.01% | +1,000 | 新進 |
| Stratos Wealth Advisors, LLC | 999 | $170.4 萬 | 0.10% | +106+11.9% | 加碼 |
| Campion Asset Management LLC | 994 | $169.4 萬 | 1.31% | 00.0% | 不變 |
| Millennium Management LLC | 984 | $167.7 萬 | 0.00% | −10,926−91.7% | 減碼 |
| Beacon Pointe Advisors, LLC | 978 | $166.7 萬 | 0.02% | +378+63.0% | 加碼 |
| Hilltop Holdings Inc. | 965 | $164.5 萬 | 0.18% | +465+93.0% | 加碼 |
| IHT Wealth Management, LLC | 949 | $161.8 萬 | 0.06% | +133+16.3% | 加碼 |
| Senator Investment Group LP | 930 | $158.5 萬 | 0.07% | +930 | 新進 |
| Atria Wealth Solutions, Inc. | 928 | $158.2 萬 | 0.02% | −49−5.0% | 減碼 |