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 |
|---|---|---|---|---|---|
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 9,690 | $280.7 萬 | 0.10% | +850+9.6% | 加碼 |
| MTM Investment Management, LLC | 9,604 | $278.2 萬 | 1.07% | −236−2.4% | 減碼 |
| XTX Topco Ltd | 9,561 | $276.9 萬 | 0.23% | −5,430−36.2% | 減碼 |
| Harvest Investment Services, LLC | 9,557 | $276.8 萬 | 0.68% | +1,887+24.6% | 加碼 |
| Harbour Investments, Inc. | 9,482 | $274.6 萬 | 0.08% | +1,657+21.2% | 加碼 |
| APG Asset Management N.V. | 9,760 | $273.0 萬 | 0.01% | +947+10.7% | 加碼 |
| O'Shaughnessy Asset Management, LLC | 9,384 | $271.8 萬 | 0.02% | +5,644+150.9% | 加碼 |
| Western Wealth Management, LLC | 9,338 | $270.4 萬 | 0.14% | +1,161+14.2% | 加碼 |
| Sterling Capital Management LLC | 9,331 | $270.2 萬 | 0.04% | +3,561+61.7% | 加碼 |
| Beaird Harris Wealth Management, LLC | 9,300 | $269.4 萬 | 0.23% | +4,660+100.4% | 加碼 |
| Senator Investment Group LP | 9,300 | $269.3 萬 | 0.08% | +9,300 | 新進 |
| Fred Alger Management, LLC | 9,288 | $269.0 萬 | 0.01% | +9,288 | 新進 |
| Traphagen Investment Advisors LLC | 9,121 | $264.2 萬 | 0.27% | +1,521+20.0% | 加碼 |
| Maryland State Retirement & Pension System | 8,991 | $260.4 萬 | 0.06% | +30+0.3% | 加碼 |
| Utah Retirement Systems | 8,900 | $257.8 萬 | 0.03% | +500+6.0% | 加碼 |
| Federation des caisses Desjardins du Quebec | 8,786 | $254.4 萬 | 0.01% | +1,685+23.7% | 加碼 |
| Kestra Private Wealth Services, LLC | 8,737 | $253.0 萬 | 0.04% | +3,590+69.7% | 加碼 |
| Amalgamated Bank | 8,708 | $252.2 萬 | 0.02% | +336+4.0% | 加碼 |
| Wedbush Securities Inc | 8,673 | $251.2 萬 | 0.09% | +928+12.0% | 加碼 |
| Hel Ved Capital Management Ltd | 8,615 | $249.5 萬 | 0.76% | +8,615 | 新進 |
| Visionary Wealth Advisors | 8,572 | $248.2 萬 | 0.15% | +2,351+37.8% | 加碼 |
| StoneX Group Inc. | 8,551 | $247.7 萬 | 0.14% | +8,551 | 新進 |
| Argent Advisors, Inc. | 8,500 | $246.2 萬 | 0.91% | +8,500 | 新進 |
| Park Avenue Securities LLC | 8,469 | $245.3 萬 | 0.03% | +1,528+22.0% | 加碼 |
| Legacy Investment Solutions, LLC | 7,464 | $244.5 萬 | 1.61% | +7,464 | 新進 |
| Legacy Wealth Managment, LLC | 7,464 | $244.5 萬 | 1.61% | +7,464 | 新進 |
| Turim 21 Investimentos Ltda. | 7,240 | $242.4 萬 | 0.63% | −350−4.6% | 減碼 |
| Stratos Wealth Advisors, LLC | 8,368 | $242.4 萬 | 0.12% | −3,265−28.1% | 減碼 |
| Ewing Morris & Co. Investment Partners Ltd. | 8,082 | $234.1 萬 | 0.81% | +8,082 | 新進 |
| Captrust Financial Advisors | 8,050 | $233.1 萬 | 0.01% | +3,279+68.7% | 加碼 |
| Intech Investment Management LLC | 8,027 | $232.5 萬 | 0.02% | +804+11.1% | 加碼 |
| AE Wealth Management LLC | 7,965 | $230.7 萬 | 0.02% | +5,664+246.2% | 加碼 |
| Verition Fund Management LLC | 7,897 | $228.7 萬 | 0.01% | +7,897 | 新進 |
| Lakeview Capital Partners, LLC | 7,872 | $228.0 萬 | 0.50% | +5,143+188.5% | 加碼 |
| Prudential Financial Inc | 7,865 | $227.8 萬 | 0.00% | +240+3.1% | 加碼 |
| Truist Financial Corp | 7,835 | $226.9 萬 | 0.00% | +3,315+73.3% | 加碼 |
| Gladstone Institutional Advisory LLC | 7,817 | $226.4 萬 | 0.11% | +649+9.1% | 加碼 |
| Capital International Sarl | 7,717 | $223.5 萬 | 0.05% | +5,829+308.7% | 加碼 |
| Blue Sky Capital Consultants Group, Inc. | 7,683 | $222.5 萬 | 1.34% | +7,683 | 新進 |
| Steward Partners Investment Advisory, LLC | 7,668 | $222.1 萬 | 0.02% | +2,674+53.5% | 加碼 |
| Magnetar Financial LLC | 7,557 | $218.9 萬 | 0.05% | +7,557 | 新進 |
| Merit Financial Group, LLC | 7,477 | $216.5 萬 | 0.04% | +1,997+36.4% | 加碼 |
| Strategic Advocates LLC | 7,450 | $215.8 萬 | 0.73% | −1,301−14.9% | 減碼 |
| GWN Securities Inc. | 6,080 | $215.0 萬 | 0.57% | +6,080 | 新進 |
| Engineers Gate Manager LP | 7,349 | $212.8 萬 | 0.04% | −1,860−20.2% | 減碼 |
| Waldron Private Wealth LLC | 7,284 | $211.0 萬 | 0.08% | +3,900+115.2% | 加碼 |
| Baird Financial Group, Inc. | 7,199 | $208.5 萬 | 0.00% | +4,654+182.9% | 加碼 |
| Pinnacle Wealth Management, LLC | 7,140 | $206.8 萬 | 2.30% | +7,140 | 新進 |
| Partners Wealth Management, LLC | 6,940 | $201.0 萬 | 2.29% | +6,940 | 新進 |
| Dai-Ichi Life Insurance Company, Ltd | 6,925 | $200.6 萬 | 0.06% | +925+15.4% | 加碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 6,805 | $197.1 萬 | 0.00% | +6,805 | 新進 |
| Paul Damon & Associates, Inc. | 6,761 | $195.8 萬 | 1.18% | +100+1.5% | 加碼 |
| B. Metzler seel. Sohn & Co. AG | 6,754 | $195.6 萬 | 0.02% | +3,144+87.1% | 加碼 |
| Capstone Financial Advisors, Inc. | 6,716 | $194.5 萬 | 0.12% | +861+14.7% | 加碼 |
| Farther Finance Advisors, LLC | 6,580 | $190.6 萬 | 0.07% | +2,975+82.5% | 加碼 |
| Ambassador Advisors, LLC | 6,530 | $189.1 萬 | 0.32% | −2,470−27.4% | 減碼 |
| Hilltop Holdings Inc. | 6,445 | $186.7 萬 | 0.12% | −955−12.9% | 減碼 |
| Five Oceans Advisors | 6,445 | $186.7 萬 | 0.86% | +6,445 | 新進 |
| Bank of Nova Scotia | 6,435 | $186.4 萬 | 0.00% | −3,952−38.0% | 減碼 |
| Beacon Pointe Advisors, LLC | 6,400 | $185.4 萬 | 0.02% | −260−3.9% | 減碼 |
| Titleist Asset Management, LLC | 6,383 | $184.9 萬 | 0.21% | −27−0.4% | 減碼 |
| Aptus Capital Advisors, LLC | 6,345 | $183.8 萬 | 0.02% | +598+10.4% | 加碼 |
| Newbridge Financial Services Group, Inc. | 6,338 | $183.6 萬 | 0.47% | +6,338 | 新進 |
| Kingsview Wealth Management, LLC | 6,317 | $183.0 萬 | 0.04% | +2,507+65.8% | 加碼 |
| Axxcess Wealth Management, LLC | 6,310 | $182.8 萬 | 0.05% | +4,310+215.5% | 加碼 |
| Csenge Advisory Group | 6,194 | $179.4 萬 | 0.10% | +1,674+37.0% | 加碼 |
| Pensionmark Financial Group, LLC | 6,098 | $176.6 萬 | 0.05% | +6,098 | 新進 |
| Lake Street Advisors Group, LLC | 6,060 | $175.5 萬 | 0.08% | +1,452+31.5% | 加碼 |
| Arete Wealth Advisors, LLC | 5,999 | $174.3 萬 | 0.13% | −4,741−44.1% | 減碼 |
| Banque Transatlantique SA | 183,869 | $174.1 萬 | 0.04% | +183,869 | 新進 |
| Macquarie Group Ltd | 6,007 | $173.4 萬 | 0.00% | −26,603−81.6% | 減碼 |
| TownSquare Capital, LLC | 5,950 | $172.3 萬 | 0.02% | +2,076+53.6% | 加碼 |
| Sequoia Financial Advisors, LLC | 5,935 | $171.9 萬 | 0.02% | +1,089+22.5% | 加碼 |
| Core Wealth Partners LLC | 5,925 | $171.6 萬 | 0.98% | +525+9.7% | 加碼 |
| Sepio Capital, LP | 5,864 | $169.8 萬 | 0.14% | +3,888+196.8% | 加碼 |
| Perennial Investment Advisors, LLC | 5,823 | $168.6 萬 | 0.20% | +834+16.7% | 加碼 |
| Ameritas Investment Partners, Inc. | 5,822 | $168.6 萬 | 0.05% | +5,822 | 新進 |
| Geneos Wealth Management Inc. | 5,785 | $167.5 萬 | 0.06% | −1,256−17.8% | 減碼 |
| Fiduciary Trust Co | 5,763 | $166.9 萬 | 0.02% | −4,997−46.4% | 減碼 |
| APG Asset Management US Inc. | 5,761 | $166.9 萬 | 0.01% | +5,761 | 新進 |
| Warren Averett Asset Management, LLC | 5,746 | $166.4 萬 | 0.03% | −8−0.1% | 減碼 |
| Sigma Planning Corp | 5,717 | $165.6 萬 | 0.05% | +1,219+27.1% | 加碼 |
| Walleye Capital LLC | 5,702 | $165.1 萬 | 0.02% | +1,880+49.2% | 加碼 |
| Sovran Advisors, LLC | 4,768 | $163.1 萬 | 0.23% | +4,768 | 新進 |
| Comprehensive Financial Consultants Institutional, Inc. | 5,586 | $161.8 萬 | 0.59% | +1,206+27.5% | 加碼 |
| Covenant Asset Management, LLC | 5,550 | $160.7 萬 | 0.36% | +5,550 | 新進 |
| Dynamic Advisor Solutions LLC | 5,519 | $159.8 萬 | 0.07% | −2,262−29.1% | 減碼 |
| The PNC Financial Services Group, Inc. | 5,505 | $159.4 萬 | 0.00% | +2,356+74.8% | 加碼 |
| Evergreen Wealth Solutions, LLC | 5,400 | $156.4 萬 | 1.09% | 00.0% | 不變 |
| Allstate Corp | 5,400 | $156.4 萬 | 0.05% | +5,400 | 新進 |
| Sterling Investment Advisors, Ltd. | 5,380 | $155.8 萬 | 0.38% | +50+0.9% | 加碼 |
| Delta Investment Management, LLC | 5,380 | $155.8 萬 | 0.30% | +1,476+37.8% | 加碼 |
| Tokio Marine Asset Management Co Ltd | 5,310 | $153.8 萬 | 0.05% | +5,310 | 新進 |
| RSM US Wealth Management LLC | 5,108 | $151.1 萬 | 0.02% | +879+20.8% | 加碼 |
| Matauro, LLC | 5,202 | $150.7 萬 | 0.33% | +5,202 | 新進 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 5,143 | $149.0 萬 | 0.12% | +828+19.2% | 加碼 |
| J.W. Cole Advisors, Inc. | 5,131 | $148.6 萬 | 0.06% | +1,181+29.9% | 加碼 |
| Wallace Hart LLC | 5,102 | $147.8 萬 | 1.18% | +2,102+70.1% | 加碼 |
| Boston Private Wealth LLC | 5,094 | $147.5 萬 | 0.03% | +5,094 | 新進 |
| Change Path, LLC | 5,082 | $147.2 萬 | 0.05% | +62+1.2% | 加碼 |