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 4 季 13F 持有人
Strategy Inc 在 2024/12/31 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
- 993
- 較 2024 年第 3 季 +341 家
- 持有股數
- 1.07 億
- 較 2024 年第 3 季 +1,247 萬 (+13.2%)
- 總市值
- $310.7 億
- 較 2024 年第 3 季 +$151.0 億 (+94.6%)
- 新進機構
- 402
- 另有 366 家加碼
- 清倉機構
- 61
- 另有 190 家減碼
另有 10 家機構在 2024 年第 3 季持有、還沒有申報 2024 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 |
2024 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 2024 年第 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Flaharty Asset Management, LLC | 2,955 | $85.6 萬 | 0.12% | −3,875−56.7% | 減碼 |
| Requisite Capital Management, LLC | 2,975 | $86.2 萬 | 0.18% | +2,975 | 新進 |
| China Universal Asset Management Co., Ltd. | 2,978 | $86.2 萬 | 0.08% | +2,978 | 新進 |
| Farrell Financial LLC | 2,985 | $86.5 萬 | 0.62% | +489+19.6% | 加碼 |
| Longitude (Cayman) Ltd. | 3,000 | $86.9 萬 | 1.00% | −17,700−85.5% | 減碼 |
| Selway Asset Management | 3,000 | $86.9 萬 | 0.34% | +3,000 | 新進 |
| Telligent Fund, LP | 3,000 | $86.9 萬 | 0.83% | +3,000 | 新進 |
| ParaFi Capital LP | 3,001 | $86.9 萬 | 0.21% | +3,001 | 新進 |
| Gilman Hill Asset Management, LLC | 3,003 | $87.0 萬 | 0.15% | +1,003+50.1% | 加碼 |
| Masso Torrence Wealth Management Inc. | 3,055 | $88.5 萬 | 0.46% | +55+1.8% | 加碼 |
| Bokf, NA | 2,700 | $88.5 萬 | 0.01% | +2,700 | 新進 |
| Commerce Bank | 3,064 | $88.7 萬 | 0.01% | +579+23.3% | 加碼 |
| BNC Wealth Management, LLC | 3,099 | $89.8 萬 | 0.30% | +3,099 | 新進 |
| PFG Investments, LLC | 3,108 | $90.0 萬 | 0.06% | +3,108 | 新進 |
| Pennsylvania Capital Management Inc | 3,110 | $90.1 萬 | 0.31% | +3,110 | 新進 |
| Fisher Asset Management, LLC | 3,122 | $90.4 萬 | 0.00% | +3,122 | 新進 |
| 111 Capital | 3,130 | $90.7 萬 | 0.19% | +3,130 | 新進 |
| Citrine Capital LLC | 3,140 | $90.9 萬 | 0.67% | +3,140 | 新進 |
| Lido Advisors, LLC | 3,156 | $91.4 萬 | 0.01% | +903+40.1% | 加碼 |
| Ethos Financial Group, LLC | 3,157 | $91.4 萬 | 0.12% | +1,117+54.8% | 加碼 |
| Means Investment Co., Inc. | 3,159 | $91.5 萬 | 0.10% | +67+2.2% | 加碼 |
| Impact Partnership Wealth, LLC | 3,167 | $91.7 萬 | 0.19% | +3,167 | 新進 |
| Polymer Capital Management (HK) LTD | 3,200 | $92.7 萬 | 0.16% | −4,900−60.5% | 減碼 |
| Wiley Bros.-Aintree Capital, LLC | 2,505 | $93.0 萬 | 0.01% | +2,505 | 新進 |
| Abound Financial, LLC | 3,218 | $93.2 萬 | 0.47% | +3,218 | 新進 |
| Johnson Investment Counsel Inc | 3,220 | $93.3 萬 | 0.01% | +3,220 | 新進 |
| Nwam LLC | 3,257 | $94.3 萬 | 0.06% | −1,965−37.6% | 減碼 |
| Glenmede Trust Co NA | 3,289 | $95.3 萬 | 0.00% | +143+4.5% | 加碼 |
| Ballentine Partners, LLC | 3,322 | $96.2 萬 | 0.02% | +202+6.5% | 加碼 |
| Empowered Funds, LLC | 3,326 | $96.3 萬 | 0.01% | +716+27.4% | 加碼 |
| Finivi Inc. | 3,335 | $96.6 萬 | 0.77% | +1,370+69.7% | 加碼 |
| Ossiam | 3,343 | $96.8 萬 | 0.02% | +167+5.3% | 加碼 |
| MetLife Investment Management | 3,350 | $97.0 萬 | 0.01% | +158+4.9% | 加碼 |
| EP Wealth Advisors, LLC | 3,359 | $97.3 萬 | 0.01% | +929+38.2% | 加碼 |
| First Foundation Advisors | 3,377 | $97.8 萬 | 0.04% | +127+3.9% | 加碼 |
| Oxler Private Wealth LLC | 3,426 | $99.2 萬 | 0.33% | +1,086+46.4% | 加碼 |
| Kovitz Investment Group Partners, LLC | 3,428 | $99.3 萬 | 0.00% | +878+34.4% | 加碼 |
| Tudor Investment Corp Et Al | 3,439 | $99.6 萬 | 0.01% | −147,343−97.7% | 減碼 |
| UniSuper Management Pty Ltd | 3,500 | $101.4 萬 | 0.01% | −1,417−28.8% | 減碼 |
| Beacon Capital Management, LLC | 3,520 | $102.0 萬 | 0.13% | +3,520 | 新進 |
| Prudential PLC | 3,559 | $103.1 萬 | 0.01% | +929+35.3% | 加碼 |
| Wellington Management Group LLP | 3,565 | $103.2 萬 | 0.00% | −3,162−47.0% | 減碼 |
| Wealth Management Partners, LLC | 3,570 | $103.4 萬 | 0.45% | −720−16.8% | 減碼 |
| Metis Global Partners, LLC | 3,573 | $103.5 萬 | 0.03% | +1,573+78.6% | 加碼 |
| Vestcor Inc | 3,580 | $103.7 萬 | 0.03% | +484+15.6% | 加碼 |
| Pinnacle Family Advisors, LLC | 3,620 | $104.8 萬 | 0.51% | +3,620 | 新進 |
| Colony Group, LLC | 3,630 | $105.1 萬 | 0.00% | +980+37.0% | 加碼 |
| Parallel Advisors, LLC | 3,637 | $105.3 萬 | 0.02% | +2,516+224.4% | 加碼 |
| Quantinno Capital Management LP | 3,642 | $105.5 萬 | 0.01% | +1,968+117.6% | 加碼 |
| Magnus Financial Group LLC | 3,683 | $106.7 萬 | 0.10% | −397−9.7% | 減碼 |
| Prelude Capital Management, LLC | 3,750 | $108.6 萬 | 0.09% | +3,750 | 新進 |
| Arkadios Wealth Advisors | 3,754 | $108.7 萬 | 0.06% | +894+31.3% | 加碼 |
| Brown Advisory Inc | 3,798 | $110.0 萬 | 0.00% | +2,098+123.4% | 加碼 |
| QRG Capital Management, Inc. | 3,829 | $110.9 萬 | 0.01% | +2,081+119.1% | 加碼 |
| AlTi Global, Inc. | 2,800 | $111.0 萬 | 0.03% | +2,800 | 新進 |
| Bonfire Financial | 3,877 | $112.3 萬 | 1.02% | +3,877 | 新進 |
| CTC Alternative Strategies, Ltd. | 3,884 | $112.5 萬 | 1.46% | +3,884 | 新進 |
| MAI Capital Management | 3,958 | $114.6 萬 | 0.01% | +2,173+121.7% | 加碼 |
| Eqis Capital Management, Inc. | 4,001 | $115.9 萬 | 0.10% | −370−8.5% | 減碼 |
| HighPoint Advisor Group LLC | 3,637 | $116.2 萬 | 0.06% | +1,170+47.4% | 加碼 |
| Close Asset Management Ltd | 4,060 | $117.6 萬 | 0.03% | 00.0% | 不變 |
| Verus Capital Partners, LLC | 4,121 | $118.8 萬 | 0.11% | −640−13.4% | 減碼 |
| Souders Financial Advisors | 4,129 | $119.6 萬 | 0.17% | −877−17.5% | 減碼 |
| B & T Capital Management DBA Alpha Capital Management | 4,271 | $123.7 萬 | 0.23% | −3,639−46.0% | 減碼 |
| SRN Advisors, LLC | 4,279 | $123.9 萬 | 1.10% | −12,100−73.9% | 減碼 |
| Bayesian Capital Management, LP | 4,297 | $124.4 萬 | 0.15% | +4,297 | 新進 |
| Aviso Wealth Management | 4,330 | $125.4 萬 | 0.64% | −8,670−66.7% | 減碼 |
| Lifeworks Advisors, LLC | 4,347 | $125.9 萬 | 0.23% | +3,011+225.4% | 加碼 |
| AdvisorNet Financial, Inc | 4,381 | $126.9 萬 | 0.11% | −1,199−21.5% | 減碼 |
| Keybank National Association | 4,390 | $127.1 萬 | 0.00% | +4,390 | 新進 |
| Concurrent Investment Advisors, LLC | 4,465 | $129.3 萬 | 0.04% | +842+23.2% | 加碼 |
| Illinois Municipal Retirement Fund | 4,530 | $131.2 萬 | 0.02% | 00.0% | 不變 |
| ING Groep NV | 4,557 | $132.0 萬 | 0.01% | +4,557 | 新進 |
| Stonegate Investment Group, LLC | 4,626 | $134.0 萬 | 0.04% | +706+18.0% | 加碼 |
| LCM Capital Management Inc | 4,641 | $134.4 萬 | 0.76% | −17,989−79.5% | 減碼 |
| Silvercrest Asset Management Group LLC | 4,705 | $136.3 萬 | 0.01% | +515+12.3% | 加碼 |
| Chesapeake Capital Corp | 4,712 | $136.5 萬 | 1.39% | −21−0.4% | 減碼 |
| Evexia Wealth LLC | 4,225 | $138.4 萬 | 0.47% | +2,097+98.5% | 加碼 |
| Navellier & Associates Inc | 4,798 | $139.0 萬 | 0.17% | +1,159+31.8% | 加碼 |
| Integrated Wealth Concepts LLC | 4,811 | $139.3 萬 | 0.02% | +4,811 | 新進 |
| Capital International Ltd | 4,840 | $140.2 萬 | 0.06% | +4,840 | 新進 |
| Greenleaf Trust | 4,843 | $140.3 萬 | 0.01% | +3,586+285.3% | 加碼 |
| Pinnacle Associates Ltd | 4,860 | $140.8 萬 | 0.02% | +1,953+67.2% | 加碼 |
| Great Lakes Advisors, LLC | 4,864 | $140.9 萬 | 0.01% | −28−0.6% | 減碼 |
| Everence Capital Management Inc | 4,880 | $141.3 萬 | 0.09% | +4,880 | 新進 |
| Vident Advisory, LLC | 4,900 | $141.9 萬 | 0.02% | −1,578−24.4% | 減碼 |
| Keebeck Wealth Management, LLC | 4,918 | $142.4 萬 | 0.21% | +2,123+76.0% | 加碼 |
| BlueCrest Capital Management Ltd | 4,942 | $143.1 萬 | 0.08% | +4,942 | 新進 |
| Diversify Wealth Management, LLC | 4,387 | $143.9 萬 | 0.11% | +4,387 | 新進 |
| Assenagon Asset Management S.A. | 4,988 | $144.5 萬 | 0.00% | +2,423+94.5% | 加碼 |
| Centaurus Financial, Inc. | 4,998 | $144.8 萬 | 0.09% | +2,966+146.0% | 加碼 |
| Claro Advisors LLC | 5,028 | $145.6 萬 | 0.20% | −32−0.6% | 減碼 |
| Wealthcare Advisory Partners LLC | 5,067 | $146.8 萬 | 0.04% | +1,216+31.6% | 加碼 |
| Change Path, LLC | 5,082 | $147.2 萬 | 0.05% | +62+1.2% | 加碼 |
| Boston Private Wealth LLC | 5,094 | $147.5 萬 | 0.03% | +5,094 | 新進 |
| Wallace Hart LLC | 5,102 | $147.8 萬 | 1.18% | +2,102+70.1% | 加碼 |
| J.W. Cole Advisors, Inc. | 5,131 | $148.6 萬 | 0.06% | +1,181+29.9% | 加碼 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 5,143 | $149.0 萬 | 0.12% | +828+19.2% | 加碼 |
| Matauro, LLC | 5,202 | $150.7 萬 | 0.33% | +5,202 | 新進 |
| RSM US Wealth Management LLC | 5,108 | $151.1 萬 | 0.02% | +879+20.8% | 加碼 |