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。
2025 年第 1 季 13F 持有人
Strategy Inc 在 2025/3/31 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
- 1,013
- 較 2024 年第 4 季 +40 家
- 持有股數
- 1.25 億
- 較 2024 年第 4 季 +1,856 萬 (+17.4%)
- 總市值
- $361.6 億
- 較 2024 年第 4 季 +$52.3 億 (+16.9%)
- 新進機構
- 157
- 另有 502 家加碼
- 清倉機構
- 117
- 另有 221 家減碼
另有 20 家機構在 2024 年第 4 季持有、還沒有申報 2025 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 |
2025 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 2024 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Envestnet Asset Management Inc | 19,141 | $551.8 萬 | 0.00% | +3,234+20.3% | 加碼 |
| Titleist Asset Management, LLC | 19,720 | $568.5 萬 | 0.66% | +13,337+208.9% | 加碼 |
| Federation des caisses Desjardins du Quebec | 20,454 | $589.6 萬 | 0.03% | +11,668+132.8% | 加碼 |
| Renaissance Technologies LLC | 20,800 | $599.6 萬 | 0.01% | −13,605−39.5% | 減碼 |
| Howe & Rusling Inc | 21,322 | $614.7 萬 | 0.52% | +21,322 | 新進 |
| Heritage Investors Management Corp | 22,285 | $642.4 萬 | 0.22% | +65+0.3% | 加碼 |
| Brinker Capital Investments, LLC | 22,331 | $643.7 萬 | 0.06% | +3,040+15.8% | 加碼 |
| Orion Portfolio Solutions, LLC | 22,331 | $643.7 萬 | 0.06% | +3,040+15.8% | 加碼 |
| NEOS Investment Management LLC | 22,346 | $644.2 萬 | 0.12% | +10,122+82.8% | 加碼 |
| Pathstone Holdings, LLC | 22,808 | $657.6 萬 | 0.03% | +8,610+60.6% | 加碼 |
| Finer Wealth Management, Inc. | 22,929 | $661.0 萬 | 3.96% | +464+2.1% | 加碼 |
| Strive Asset Management, LLC | 23,122 | $666.5 萬 | 4.63% | −6,035−20.7% | 減碼 |
| OP Asset Management Ltd | 23,521 | $678.0 萬 | 0.11% | +23,521 | 新進 |
| Collar Capital Management, LLC | 23,558 | $679.1 萬 | 6.16% | +874+3.9% | 加碼 |
| Jane Street Group, LLC | 24,369 | $702.5 萬 | 0.01% | −1,531,787−98.4% | 減碼 |
| Xponance, Inc. | 24,926 | $718.5 萬 | 0.07% | +6,385+34.4% | 加碼 |
| Utah Retirement Systems | 25,287 | $728.9 萬 | 0.08% | +16,387+184.1% | 加碼 |
| SEI Investments Co | 25,609 | $738.5 萬 | 0.01% | +13,637+113.9% | 加碼 |
| iA Global Asset Management Inc. | 26,166 | $754.3 萬 | 0.13% | +6,441+32.7% | 加碼 |
| Shelton Capital Management | 26,442 | $762.2 萬 | 0.18% | +3,984+17.7% | 加碼 |
| Rakuten Securities, Inc. | 26,761 | $771.4 萬 | 3.89% | −16,022−37.4% | 減碼 |
| EagleClaw Capital Managment, LLC | 27,095 | $781.1 萬 | 1.23% | +660+2.5% | 加碼 |
| Erste Asset Management GmbH | 27,000 | $781.4 萬 | 0.10% | +18,000+200.0% | 加碼 |
| Berkshire Capital Holdings Inc | 27,720 | $799.1 萬 | 3.82% | +27,710+277,100.0% | 加碼 |
| Varma Mutual Pension Insurance Co | 27,900 | $804.3 萬 | 0.07% | −2,300−7.6% | 減碼 |
| Janney Montgomery Scott LLC | 27,905 | $804.4 萬 | 0.02% | +881+3.3% | 加碼 |
| American Century Companies Inc | 27,958 | $805.9 萬 | 0.00% | +3,543+14.5% | 加碼 |
| Clarity Capital Partners LLC | 28,199 | $812.9 萬 | 3.28% | +3,084+12.3% | 加碼 |
| Pacific Capital Wealth Advisors, Inc | 28,721 | $827.9 萬 | 1.43% | 00.0% | 不變 |
| Capital International Sarl | 29,122 | $839.5 萬 | 0.19% | +21,405+277.4% | 加碼 |
| United Capital Management of KS, Inc. | 29,231 | $842.6 萬 | 1.74% | +245+0.8% | 加碼 |
| Simplex Trading, LLC | 29,313 | $845.0 萬 | 0.30% | −255,709−89.7% | 減碼 |
| Standard Life Aberdeen plc | 29,948 | $863.3 萬 | 0.02% | +3,164+11.8% | 加碼 |
| Public Employees Retirement Association of Colorado | 30,567 | $881.2 萬 | 0.04% | +12,287+67.2% | 加碼 |
| Russell Investments Group, Ltd. | 31,306 | $902.9 萬 | 0.01% | +4,537+16.9% | 加碼 |
| IHT Wealth Management, LLC | 31,620 | $911.5 萬 | 0.28% | +8,148+34.7% | 加碼 |
| Elequin Capital LP | 31,879 | $919.0 萬 | 1.73% | −89,075−73.6% | 減碼 |
| EverSource Wealth Advisors, LLC | 32,088 | $925.0 萬 | 0.51% | +9,372+41.3% | 加碼 |
| Police & Firemen's Retirement System of New Jersey | 33,628 | $969.4 萬 | 0.10% | +9,686+40.5% | 加碼 |
| Leonteq Securities AG | 34,075 | $985.0 萬 | 0.75% | +9,441+38.3% | 加碼 |
| Nations Financial Group Inc, | 34,485 | $994.1 萬 | 0.76% | +665+2.0% | 加碼 |
| Fiduciary Alliance LLC | 34,981 | $1,008 萬 | 0.99% | +3,967+12.8% | 加碼 |
| Shaolin Capital Management LLC | 35,000 | $1,009 萬 | 0.41% | −215,498−86.0% | 減碼 |
| Kingswood Wealth Advisors, LLC | 35,431 | $1,022 萬 | 0.93% | −18,407−34.2% | 減碼 |
| AXA S.A. | 35,577 | $1,026 萬 | 0.03% | +8,841+33.1% | 加碼 |
| Sky-Mountain Capital Management, Inc. | 35,942 | $1,036 萬 | 8.77% | +35,942 | 新進 |
| SBI Securities Co., Ltd. | 36,650 | $1,057 萬 | 0.35% | −1,401−3.7% | 減碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 36,793 | $1,061 萬 | 0.11% | +9,506+34.8% | 加碼 |
| Capital Fund Management S.A. | 37,233 | $1,073 萬 | 0.14% | −63,682−63.1% | 減碼 |
| Independent Financial Group, LLC | 38,115 | $1,099 萬 | 0.38% | +9,758+34.4% | 加碼 |
| Cresset Asset Management, LLC | 39,500 | $1,139 萬 | 0.06% | +11,341+40.3% | 加碼 |
| DnB Asset Management AS | 39,691 | $1,144 萬 | 0.05% | +7,149+22.0% | 加碼 |
| Moors & Cabot, Inc. | 39,737 | $1,145 萬 | 0.58% | −15,155−27.6% | 減碼 |
| Ensign Peak Advisors, Inc | 40,198 | $1,159 萬 | 0.02% | −58,205−59.1% | 減碼 |
| Vista Investment Partners II, LLC | 40,795 | $1,176 萬 | 6.50% | +23,833+140.5% | 加碼 |
| IFM Investors Pty Ltd | 42,921 | $1,237 萬 | 0.13% | +8,686+25.4% | 加碼 |
| Rafferty Asset Management, LLC | 42,941 | $1,238 萬 | 0.05% | +6,108+16.6% | 加碼 |
| Wolverine Trading, LLC | 43,106 | $1,248 萬 | 0.40% | −41,354−49.0% | 減碼 |
| British Columbia Investment Management Corp | 43,383 | $1,251 萬 | 0.08% | +8,343+23.8% | 加碼 |
| MML Investors Services, LLC | 43,794 | $1,262 萬 | 0.04% | +11,604+36.0% | 加碼 |
| Capital Wealth Alliance, LLC | 43,877 | $1,265 萬 | 7.56% | +346+0.8% | 加碼 |
| Consolidated Portfolio Review Corp | 44,004 | $1,269 萬 | 2.03% | +286+0.7% | 加碼 |
| Guggenheim Capital LLC | 44,146 | $1,273 萬 | 0.12% | −248−0.6% | 減碼 |
| Skandinaviska Enskilda Banken AB (publ) | 44,483 | $1,283 萬 | 0.06% | +9,473+27.1% | 加碼 |
| Toronto Dominion Bank | 45,579 | $1,314 萬 | 0.03% | +14,873+48.4% | 加碼 |
| Forsta Ap-Fonden | 45,600 | $1,315 萬 | 0.10% | +7,800+20.6% | 加碼 |
| Principal Financial Group Inc | 45,697 | $1,317 萬 | 0.01% | +17,177+60.2% | 加碼 |
| Mercer Global Advisors Inc | 45,828 | $1,318 萬 | 0.03% | −2,098−4.4% | 減碼 |
| D. E. Shaw & Co., Inc. | 46,059 | $1,328 萬 | 0.02% | +32,559+241.2% | 加碼 |
| GWM Advisors LLC | 46,448 | $1,339 萬 | 0.08% | +3,357+7.8% | 加碼 |
| Acorn Financial Advisory Services Inc | 47,738 | $1,376 萬 | 2.49% | +159+0.3% | 加碼 |
| Tower Research Capital LLC (TRC) | 42,301 | $1,379 萬 | 0.41% | +25,159+146.8% | 加碼 |
| Avantax Advisory Services, Inc. | 48,021 | $1,384 萬 | 0.08% | +3,923+8.9% | 加碼 |
| Madden Securities Corp | 49,270 | $1,420 萬 | 5.51% | +2,945+6.4% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 49,682 | $1,432 萬 | 0.04% | +10,963+28.3% | 加碼 |
| Itau Unibanco Holding S.A. | 50,000 | $1,441 萬 | 0.56% | +50,000 | 新進 |
| Handelsbanken Fonder AB | 50,060 | $1,443 萬 | 0.06% | +2,000+4.2% | 加碼 |
| Mirae Asset Global Investments Co., Ltd. | 50,888 | $1,473 萬 | 0.06% | +14,726+40.7% | 加碼 |
| CIBC Asset Management Inc | 51,268 | $1,478 萬 | 0.05% | +12,368+31.8% | 加碼 |
| GF Fund Management Co. Ltd. | 51,288 | $1,478 萬 | 0.35% | +21,255+70.8% | 加碼 |
| Wealth Enhancement Advisory Services, LLC | 51,328 | $1,480 萬 | 0.03% | +356+0.7% | 加碼 |
| Compass Ion Advisors, LLC | 54,102 | $1,560 萬 | 1.84% | +424+0.8% | 加碼 |
| Daiwa Securities Group Inc. | 51,075 | $1,609 萬 | 0.07% | +24,475+92.0% | 加碼 |
| Ameriprise Financial Inc | 56,340 | $1,623 萬 | 0.00% | −1,432−2.5% | 減碼 |
| Nissay Asset Management Corp | 56,873 | $1,639 萬 | 0.11% | +16,028+39.2% | 加碼 |
| Wealthfront Advisers LLC | 57,259 | $1,651 萬 | 0.04% | +6,970+13.9% | 加碼 |
| Kestra Advisory Services, LLC | 57,831 | $1,667 萬 | 0.08% | −6,781−10.5% | 減碼 |
| Lansforsakringar Fondforvaltning AB (publ) | 57,909 | $1,669 萬 | 0.10% | −1,479−2.5% | 減碼 |
| Independent Advisor Alliance | 58,108 | $1,675 萬 | 0.55% | +5,123+9.7% | 加碼 |
| Neuberger Berman Group LLC | 58,865 | $1,697 萬 | 0.01% | +2,339+4.1% | 加碼 |
| IMC-Chicago, LLC | 58,971 | $1,700 萬 | 0.66% | −285,863−82.9% | 減碼 |
| Schroder Investment Management Group | 59,205 | $1,707 萬 | 0.02% | +46,714+374.0% | 加碼 |
| Walleye Trading LLC | 63,206 | $1,822 萬 | 0.52% | −65,628−50.9% | 減碼 |
| Generali Asset Management SPA SGR | 65,127 | $1,877 萬 | 0.46% | +27,261+72.0% | 加碼 |
| Arizona State Retirement System | 66,523 | $1,918 萬 | 0.12% | +13,426+25.3% | 加碼 |
| Exchange Traded Concepts, LLC | 67,685 | $1,951 萬 | 0.35% | −1,717−2.5% | 減碼 |
| Resona Asset Management Co.,Ltd. | 68,576 | $1,978 萬 | 0.11% | +17,407+34.0% | 加碼 |
| Kapstone Financial Advisors LLC | 68,700 | $1,980 萬 | 11.20% | −1,752−2.5% | 減碼 |
| Rockefeller Capital Management L.P. | 68,842 | $1,985 萬 | 0.05% | +2,324+3.5% | 加碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 70,601 | $2,035 萬 | 0.02% | −7,709−9.8% | 減碼 |