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 |
|---|---|---|---|---|---|
| GTS Securities LLC | 23,736 | $687.4 萬 | 0.33% | −6,664−21.9% | 減碼 |
| Comerica Bank | 23,639 | $684.6 萬 | 0.03% | +19,390+456.3% | 加碼 |
| IHT Wealth Management, LLC | 23,472 | $679.8 萬 | 0.22% | −4,251−15.3% | 減碼 |
| EverSource Wealth Advisors, LLC | 22,716 | $657.9 萬 | 0.37% | −2,848−11.1% | 減碼 |
| Collar Capital Management, LLC | 22,684 | $657.0 萬 | 5.47% | +22,684 | 新進 |
| Finer Wealth Management, Inc. | 22,465 | $650.6 萬 | 3.73% | +22,465 | 新進 |
| Shelton Capital Management | 22,458 | $650.4 萬 | 0.16% | +22,458 | 新進 |
| Heritage Investors Management Corp | 22,220 | $643.5 萬 | 0.21% | −100−0.4% | 減碼 |
| Nisa Investment Advisors, LLC | 21,840 | $632.5 萬 | 0.02% | +17,870+450.1% | 加碼 |
| IFP Advisors, Inc | 20,752 | $601.1 萬 | 0.20% | −1,657−7.4% | 減碼 |
| iA Global Asset Management Inc. | 19,725 | $571.3 萬 | 0.10% | +19,725 | 新進 |
| Balyasny Asset Management LLC | 19,431 | $562.8 萬 | 0.01% | −52,182−72.9% | 減碼 |
| Brinker Capital Investments, LLC | 19,291 | $558.7 萬 | 0.06% | +13,938+260.4% | 加碼 |
| Orion Portfolio Solutions, LLC | 19,291 | $558.7 萬 | 0.06% | +13,938+260.4% | 加碼 |
| Xponance, Inc. | 18,541 | $537.0 萬 | 0.05% | +4,280+30.0% | 加碼 |
| Public Employees Retirement Association of Colorado | 18,280 | $529.4 萬 | 0.02% | +2,460+15.5% | 加碼 |
| Patriot Investment Management Inc. | 18,032 | $522.2 萬 | 0.39% | +5,522+44.1% | 加碼 |
| HHM Wealth Advisors, LLC | 17,844 | $516.8 萬 | 0.70% | +9,884+124.2% | 加碼 |
| CIBC Private Wealth Group, LLC | 15,486 | $513.7 萬 | 0.01% | +10,397+204.3% | 加碼 |
| Coastal Investment Advisors, Inc. | 14,762 | $501.4 萬 | 2.05% | +2,456+20.0% | 加碼 |
| FORA Capital, LLC | 17,212 | $498.5 萬 | 0.57% | −32,177−65.2% | 減碼 |
| Elo Mutual Pension Insurance Co | 17,160 | $497.0 萬 | 0.11% | +3,149+22.5% | 加碼 |
| Tower Research Capital LLC (TRC) | 17,142 | $496.5 萬 | 0.10% | +10,755+168.4% | 加碼 |
| Vista Investment Partners II, LLC | 16,962 | $491.3 萬 | 2.90% | +16,962 | 新進 |
| Bleakley Financial Group, LLC | 16,761 | $485.4 萬 | 0.15% | +7,713+85.2% | 加碼 |
| Sloy Dahl & Holst, LLC | 16,413 | $475.4 萬 | 0.60% | +16,413 | 新進 |
| Sanctuary Advisors, LLC | 13,945 | $474.3 萬 | 0.03% | −497−3.4% | 減碼 |
| Synergy Financial Management, LLC | 19,384 | $464.4 萬 | 0.36% | +10,473+117.5% | 加碼 |
| Credit Agricole S A | 16,012 | $463.7 萬 | 0.02% | +8,951+126.8% | 加碼 |
| Envestnet Asset Management Inc | 15,907 | $460.7 萬 | 0.00% | −15,755−49.8% | 減碼 |
| CWM, LLC | 15,878 | $459.9 萬 | 0.02% | +1,499+10.4% | 加碼 |
| Atria Wealth Solutions, Inc. | 15,791 | $457.3 萬 | 0.05% | +3,626+29.8% | 加碼 |
| Achmea Investment Management B.V. | 15,266 | $442.2 萬 | 0.07% | +3,053+25.0% | 加碼 |
| Miller Value Partners, LLC | 15,250 | $441.7 萬 | 1.89% | −35,000−69.7% | 減碼 |
| Gulf International Bank (UK) Ltd | 15,233 | $441.1 萬 | 0.11% | +2,931+23.8% | 加碼 |
| Capital Group Private Client Services, Inc. | 15,213 | $440.6 萬 | 0.04% | −1,042−6.4% | 減碼 |
| SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co | 15,202 | $440.3 萬 | 4.33% | +15,202 | 新進 |
| Nordea Investment Management AB | 14,505 | $439.5 萬 | 0.00% | +3,255+28.9% | 加碼 |
| Blair William & Co | 15,158 | $439.0 萬 | 0.01% | +2,523+20.0% | 加碼 |
| AQR Capital Management LLC | 15,156 | $438.9 萬 | 0.01% | +6,448+74.0% | 加碼 |
| CAPROCK Group, Inc. | 15,128 | $438.2 萬 | 0.14% | +15,128 | 新進 |
| Rathbone Brothers plc | 15,076 | $436.6 萬 | 0.02% | +4,511+42.7% | 加碼 |
| Tobam | 14,928 | $432.3 萬 | 1.32% | +11,489+334.1% | 加碼 |
| Global Retirement Partners, LLC | 14,832 | $429.6 萬 | 0.12% | −452−3.0% | 減碼 |
| Equitable Holdings, Inc. | 14,806 | $428.8 萬 | 0.04% | +11+0.1% | 加碼 |
| Secure Asset Management, LLC | 14,755 | $427.3 萬 | 0.65% | −1,718−10.4% | 減碼 |
| Pathstone Holdings, LLC | 14,198 | $411.4 萬 | 0.02% | +3,174+28.8% | 加碼 |
| TB Alternative Assets Ltd. | 14,085 | $407.9 萬 | 1.05% | −92,850−86.8% | 減碼 |
| Perigon Wealth Management, LLC | 11,023 | $404.5 萬 | 0.10% | +665+6.4% | 加碼 |
| Franklin Resources Inc | 13,891 | $402.3 萬 | 0.00% | +9,643+227.0% | 加碼 |
| AMF Pensionsforsakring AB | 13,790 | $399.4 萬 | 0.03% | +13,790 | 新進 |
| Profund Advisors LLC | 13,729 | $397.6 萬 | 0.15% | +13,729 | 新進 |
| X-Square Capital, LLC | 13,605 | $394.0 萬 | 1.62% | +1,405+11.5% | 加碼 |
| D. E. Shaw & Co., Inc. | 13,500 | $391.0 萬 | 0.00% | +13,500 | 新進 |
| Mackenzie Financial Corp | 13,460 | $389.8 萬 | 0.01% | +5,639+72.1% | 加碼 |
| Pacer Advisors, Inc. | 13,442 | $389.3 萬 | 0.01% | +10,262+322.7% | 加碼 |
| Golden State Wealth Management, LLC | 13,441 | $389.3 萬 | 0.58% | +13,441 | 新進 |
| Brookstone Capital Management | 13,429 | $388.9 萬 | 0.06% | +3,303+32.6% | 加碼 |
| Louisiana State Employees Retirement System | 13,400 | $388.1 萬 | 0.07% | +13,400 | 新進 |
| Jefferies Financial Group Inc. | 13,319 | $385.7 萬 | 0.04% | +13,319 | 新進 |
| Janus Henderson Group PLC | 13,200 | $382.5 萬 | 0.00% | +1,500+12.8% | 加碼 |
| Paradigm Financial Partners, LLC | 13,203 | $382.4 萬 | 0.48% | +9+0.1% | 加碼 |
| Spire Wealth Management | 13,184 | $381.8 萬 | 0.12% | −2,946−18.3% | 減碼 |
| Corebridge Financial, Inc. | 13,164 | $381.3 萬 | 0.02% | +11,882+926.8% | 加碼 |
| Tredje AP-fonden | 13,150 | $380.9 萬 | 0.03% | −13,150−50.0% | 減碼 |
| Allianz Asset Management GmbH | 13,136 | $380.4 萬 | 0.01% | +9,963+314.0% | 加碼 |
| Schroder Investment Management Group | 12,491 | $378.4 萬 | 0.00% | +1,030+9.0% | 加碼 |
| Thompson David Blair | 12,874 | $372.9 萬 | 2.72% | +12,874 | 新進 |
| Thrivent Financial for Lutherans | 11,794 | $368.8 萬 | 0.01% | +6,384+118.0% | 加碼 |
| Capstone Investment Advisors, LLC | 12,590 | $364.6 萬 | 0.04% | −8,380−40.0% | 減碼 |
| M&T Bank Corp | 12,481 | $361.5 萬 | 0.01% | +1,026+9.0% | 加碼 |
| CIBC World Markets Corp | 12,336 | $357.3 萬 | 0.02% | +3,145+34.2% | 加碼 |
| Financial Advocates Investment Management | 12,322 | $356.9 萬 | 0.20% | −611−4.7% | 減碼 |
| NEOS Investment Management LLC | 12,224 | $354.0 萬 | 0.08% | +12,224 | 新進 |
| Stratos Wealth Partners, LTD. | 12,211 | $353.7 萬 | 0.05% | −1,737−12.5% | 減碼 |
| Ameritas Advisory Services, LLC | 12,126 | $351.2 萬 | 0.12% | +9,452+353.5% | 加碼 |
| Candriam Luxembourg S.C.A. | 12,065 | $349.4 萬 | 0.02% | +3,573+42.1% | 加碼 |
| SEI Investments Co | 11,972 | $346.8 萬 | 0.00% | +3,376+39.3% | 加碼 |
| DRW Securities, LLC | 11,893 | $344.4 萬 | 0.23% | +7,244+155.8% | 加碼 |
| JustInvest LLC | 11,884 | $344.2 萬 | 0.05% | +2,598+28.0% | 加碼 |
| US Bancorp | 11,837 | $342.8 萬 | 0.00% | +7,582+178.2% | 加碼 |
| CAP Partners, LLC | 11,750 | $340.3 萬 | 2.40% | +3,906+49.8% | 加碼 |
| CIBC World Markets Inc. | 11,733 | $339.8 萬 | 0.01% | +551+4.9% | 加碼 |
| Apollon Wealth Management, LLC | 11,705 | $339.0 萬 | 0.08% | −7,686−39.6% | 減碼 |
| Andar Capital Management HK Ltd | 11,700 | $338.9 萬 | 4.37% | −13,300−53.2% | 減碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 10,840 | $337.4 萬 | 0.04% | −3,323−23.5% | 減碼 |
| Twinbeech Capital LP | 11,637 | $337.0 萬 | 0.06% | +11,637 | 新進 |
| Cerity Partners LLC | 11,743 | $331.4 萬 | 0.01% | +5,573+90.3% | 加碼 |
| Swiss Life Asset Management Ltd | 11,048 | $319.6 萬 | 0.02% | +7,809+241.1% | 加碼 |
| Chicago Partners Investment Group LLC | 9,468 | $314.1 萬 | 0.10% | +1,106+13.2% | 加碼 |
| Oppenheimer & Co Inc | 10,801 | $312.8 萬 | 0.05% | +9,390+665.5% | 加碼 |
| Edgestream Partners, L.P. | 10,793 | $312.6 萬 | 0.13% | +6,719+164.9% | 加碼 |
| Harvest Fund Management Co., Ltd | 10,770 | $311.9 萬 | 0.14% | +10,314+2,261.8% | 加碼 |
| Dakota Wealth Management | 10,444 | $302.5 萬 | 0.07% | −35,705−77.4% | 減碼 |
| Prospera Financial Services Inc | 10,347 | $299.7 萬 | 0.07% | +2,896+38.9% | 加碼 |
| Erste Asset Management GmbH | 9,000 | $297.0 萬 | 0.04% | +9,000 | 新進 |
| Manufacturers Life Insurance Company, The | 10,176 | $294.7 萬 | 0.00% | +1,897+22.9% | 加碼 |
| Cullinan Associates Inc | 10,000 | $289.6 萬 | 0.19% | +5,000+100.0% | 加碼 |
| Campion Asset Management LLC | 9,940 | $287.9 萬 | 2.17% | 00.0% | 不變 |
| Eschler Asset Management LLP | 9,750 | $282.4 萬 | 6.64% | −50,250−83.8% | 減碼 |