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 |
|---|---|---|---|---|---|
| Moore Capital Management, LP | 10,789 | $311.0 萬 | 0.10% | +10,789 | 新進 |
| Ewing Morris & Co. Investment Partners Ltd. | 7,441 | $306.6 萬 | 0.97% | −641−7.9% | 減碼 |
| SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co | 10,551 | $304.2 萬 | 3.13% | −4,651−30.6% | 減碼 |
| Wedbush Securities Inc | 10,503 | $302.8 萬 | 0.11% | +1,830+21.1% | 加碼 |
| Prospera Financial Services Inc | 10,398 | $299.7 萬 | 0.07% | +51+0.5% | 加碼 |
| MTM Investment Management, LLC | 9,789 | $299.6 萬 | 1.16% | +185+1.9% | 加碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 10,325 | $297.6 萬 | 0.03% | −19,103−64.9% | 減碼 |
| CIBC World Markets Corp | 10,322 | $297.6 萬 | 0.02% | −2,014−16.3% | 減碼 |
| Quantinno Capital Management LP | 10,194 | $293.9 萬 | 0.02% | +6,552+179.9% | 加碼 |
| Synergy Financial Management, LLC | 10,036 | $289.3 萬 | 0.36% | −9,348−48.2% | 減碼 |
| CIBC World Markets Inc. | 9,978 | $287.6 萬 | 0.01% | −1,755−15.0% | 減碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 9,335 | $287.6 萬 | 0.03% | −1,505−13.9% | 減碼 |
| Campion Asset Management LLC | 9,940 | $286.5 萬 | 2.22% | 00.0% | 不變 |
| GTS Securities LLC | 9,932 | $286.3 萬 | 0.12% | −13,804−58.2% | 減碼 |
| Steward Partners Investment Advisory, LLC | 9,890 | $285.1 萬 | 0.03% | +2,222+29.0% | 加碼 |
| Thrivent Financial for Lutherans | 8,791 | $281.4 萬 | 0.01% | −3,003−25.5% | 減碼 |
| Traphagen Investment Advisors LLC | 9,756 | $281.2 萬 | 0.29% | +635+7.0% | 加碼 |
| Visionary Wealth Advisors | 9,619 | $277.3 萬 | 0.17% | +1,047+12.2% | 加碼 |
| Sovran Advisors, LLC | 8,687 | $275.6 萬 | 0.36% | +3,919+82.2% | 加碼 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 9,458 | $272.7 萬 | 0.10% | −232−2.4% | 減碼 |
| CTC Alternative Strategies, Ltd. | 9,120 | $262.9 萬 | 3.21% | +5,236+134.8% | 加碼 |
| O'Shaughnessy Asset Management, LLC | 9,117 | $262.8 萬 | 0.02% | −267−2.8% | 減碼 |
| Banque Transatlantique SA | 9,015 | $260.0 萬 | 0.08% | −174,854−95.1% | 減碼 |
| B. Metzler seel. Sohn & Co. AG | 8,828 | $254.5 萬 | 0.03% | +2,074+30.7% | 加碼 |
| Cavalier Investments, LLC | 8,780 | $253.1 萬 | 0.86% | +8,780 | 新進 |
| Park Avenue Securities LLC | 8,779 | $253.1 萬 | 0.03% | +310+3.7% | 加碼 |
| Tudor Investment Corp Et Al | 8,715 | $251.2 萬 | 0.02% | +5,276+153.4% | 加碼 |
| Truist Financial Corp | 8,562 | $246.8 萬 | 0.00% | +727+9.3% | 加碼 |
| Intech Investment Management LLC | 8,528 | $245.8 萬 | 0.03% | +501+6.2% | 加碼 |
| Blue Sky Capital Consultants Group, Inc. | 8,471 | $244.2 萬 | 1.60% | +788+10.3% | 加碼 |
| Teamwork Financial Advisors, LLC | 8,392 | $241.9 萬 | 0.33% | +5,981+248.1% | 加碼 |
| Stratos Wealth Advisors, LLC | 8,317 | $239.8 萬 | 0.13% | −51−0.6% | 減碼 |
| QTR Family Wealth, LLC | 8,270 | $238.4 萬 | 1.80% | +8,270 | 新進 |
| Navellier & Associates Inc | 6,156 | $237.9 萬 | 0.33% | +1,358+28.3% | 加碼 |
| Legacy Wealth Managment, LLC | 8,224 | $237.1 萬 | 1.72% | +760+10.2% | 加碼 |
| Prudential PLC | 8,205 | $236.5 萬 | 0.01% | +4,646+130.5% | 加碼 |
| J.W. Cole Advisors, Inc. | 8,193 | $236.2 萬 | 0.07% | +3,062+59.7% | 加碼 |
| Axxcess Wealth Management, LLC | 8,145 | $234.8 萬 | 0.06% | +1,835+29.1% | 加碼 |
| Allstate Corp | 8,117 | $234.0 萬 | 0.07% | +2,717+50.3% | 加碼 |
| Monograph Wealth Advisors, LLC | 7,955 | $229.3 萬 | 0.31% | +7,955 | 新進 |
| Strategic Advocates LLC | 7,853 | $226.4 萬 | 0.79% | +403+5.4% | 加碼 |
| Captrust Financial Advisors | 7,846 | $226.2 萬 | 0.01% | −204−2.5% | 減碼 |
| Ameritas Investment Partners, Inc. | 7,781 | $224.3 萬 | 0.08% | +1,959+33.6% | 加碼 |
| Vivid Wealth Management, LLC | 7,756 | $223.6 萬 | 1.12% | +7,756 | 新進 |
| Merit Financial Group, LLC | 7,707 | $222.2 萬 | 0.03% | +230+3.1% | 加碼 |
| Gladstone Institutional Advisory LLC | 7,624 | $219.8 萬 | 0.10% | −193−2.5% | 減碼 |
| Advisory Services Network, LLC | 7,620 | $219.7 萬 | 0.04% | +6,519+592.1% | 加碼 |
| TownSquare Capital, LLC | 7,590 | $218.8 萬 | 0.02% | +1,640+27.6% | 加碼 |
| Dynamic Advisor Solutions LLC | 7,554 | $217.8 萬 | 0.07% | +2,035+36.9% | 加碼 |
| APG Asset Management N.V. | 8,121 | $216.7 萬 | 0.01% | −1,639−16.8% | 減碼 |
| Fort Point Capital Partners LLC | 7,377 | $212.6 萬 | 0.24% | +5,377+268.8% | 加碼 |
| Sterling Financial Group, Inc. | 7,337 | $211.5 萬 | 0.76% | +7,337 | 新進 |
| Dai-Ichi Life Insurance Company, Ltd | 7,279 | $209.8 萬 | 0.06% | +354+5.1% | 加碼 |
| Tokio Marine Asset Management Co Ltd | 7,192 | $207.3 萬 | 0.08% | +1,882+35.4% | 加碼 |
| Partners Wealth Management, LLC | 7,183 | $207.1 萬 | 2.35% | +243+3.5% | 加碼 |
| Lazard Asset Management LLC | 7,162 | $206.4 萬 | 0.00% | +6,359+791.9% | 加碼 |
| Csenge Advisory Group | 6,485 | $205.7 萬 | 0.12% | +291+4.7% | 加碼 |
| Perennial Investment Advisors, LLC | 6,961 | $200.7 萬 | 0.23% | +1,138+19.5% | 加碼 |
| Ambassador Advisors, LLC | 6,873 | $198.1 萬 | 0.34% | +343+5.3% | 加碼 |
| Bank of Nova Scotia | 6,870 | $198.0 萬 | 0.00% | +435+6.8% | 加碼 |
| Aptus Capital Advisors, LLC | 6,852 | $197.5 萬 | 0.02% | +507+8.0% | 加碼 |
| Wellington Management Group LLP | 6,816 | $196.5 萬 | 0.00% | +3,251+91.2% | 加碼 |
| Everence Capital Management Inc | 6,760 | $194.9 萬 | 0.13% | +1,880+38.5% | 加碼 |
| Farther Finance Advisors, LLC | 6,367 | $194.8 萬 | 0.05% | −213−3.2% | 減碼 |
| Omers Administration Corp | 6,753 | $194.7 萬 | 0.02% | +5,726+557.5% | 加碼 |
| Fifth Third Bancorp | 6,736 | $194.2 萬 | 0.01% | +6,136+1,022.7% | 加碼 |
| The PNC Financial Services Group, Inc. | 6,727 | $193.9 萬 | 0.00% | +1,222+22.2% | 加碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 6,720 | $193.7 萬 | 0.14% | +6,720 | 新進 |
| Sigma Planning Corp | 6,719 | $193.7 萬 | 0.06% | +1,002+17.5% | 加碼 |
| Sequoia Financial Advisors, LLC | 6,695 | $193.0 萬 | 0.01% | +760+12.8% | 加碼 |
| Banque Cantonale Vaudoise | 6,685 | $192.8 萬 | 0.08% | +6,685 | 新進 |
| Kingsview Wealth Management, LLC | 6,671 | $192.3 萬 | 0.04% | +354+5.6% | 加碼 |
| Baird Financial Group, Inc. | 6,577 | $189.6 萬 | 0.00% | −622−8.6% | 減碼 |
| Norinchukin Bank, The | 6,492 | $187.1 萬 | 0.03% | +4,633+249.2% | 加碼 |
| Newbridge Financial Services Group, Inc. | 6,448 | $185.9 萬 | 0.45% | +110+1.7% | 加碼 |
| Investment Management Corp of Ontario | 6,400 | $184.5 萬 | 0.04% | +6,400 | 新進 |
| Waldron Private Wealth LLC | 6,256 | $180.3 萬 | 0.09% | −1,028−14.1% | 減碼 |
| Good Life Advisors, LLC | 6,243 | $180.0 萬 | 0.13% | +3,402+119.7% | 加碼 |
| Bridgewater Associates, LP | 6,214 | $179.1 萬 | 0.01% | +6,214 | 新進 |
| Integrated Wealth Concepts LLC | 6,178 | $178.1 萬 | 0.02% | +1,367+28.4% | 加碼 |
| Scientech Research LLC | 6,164 | $177.7 萬 | 0.47% | +4,962+412.8% | 加碼 |
| Pensionmark Financial Group, LLC | 6,162 | $177.6 萬 | 0.05% | +64+1.0% | 加碼 |
| APG Asset Management US Inc. | 5,761 | $176.3 萬 | 0.01% | 00.0% | 不變 |
| E Fund Management Co., Ltd. | 6,060 | $174.7 萬 | 0.08% | +3,887+178.9% | 加碼 |
| Assenagon Asset Management S.A. | 6,030 | $173.8 萬 | 0.00% | +1,042+20.9% | 加碼 |
| Core Wealth Partners LLC | 6,025 | $173.7 萬 | 1.01% | +100+1.7% | 加碼 |
| SRN Advisors, LLC | 6,023 | $173.6 萬 | 1.95% | +1,744+40.8% | 加碼 |
| DeepCurrents Investment Group LLC | 5,972 | $172.2 萬 | 0.06% | +4,016+205.3% | 加碼 |
| Hilltop Holdings Inc. | 5,947 | $171.4 萬 | 0.11% | −498−7.7% | 減碼 |
| HighPoint Advisor Group LLC | 4,462 | $170.2 萬 | 0.10% | +825+22.7% | 加碼 |
| National Asset Management, Inc. | 5,888 | $169.7 萬 | 0.05% | +2,943+99.9% | 加碼 |
| China Universal Asset Management Co., Ltd. | 5,871 | $169.2 萬 | 0.16% | +2,893+97.1% | 加碼 |
| Diversify Wealth Management, LLC | 4,428 | $168.9 萬 | 0.13% | +41+0.9% | 加碼 |
| Sepio Capital, LP | 5,856 | $168.8 萬 | 0.13% | −8−0.1% | 減碼 |
| AIA Group Ltd | 5,855 | $168.8 萬 | 0.04% | +5,855 | 新進 |
| Wealthcare Advisory Partners LLC | 5,801 | $167.2 萬 | 0.04% | +734+14.5% | 加碼 |
| Fiduciary Trust Co | 5,768 | $166.3 萬 | 0.02% | +5+0.1% | 加碼 |
| Beacon Pointe Advisors, LLC | 5,750 | $165.8 萬 | 0.02% | −650−10.2% | 減碼 |
| Centaurus Financial, Inc. | 5,716 | $164.8 萬 | 0.10% | +718+14.4% | 加碼 |
| Sterling Investment Advisors, Ltd. | 5,682 | $163.8 萬 | 0.39% | +302+5.6% | 加碼 |