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 |
|---|---|---|---|---|---|
| Greenleaf Trust | 5,671 | $163.5 萬 | 0.01% | +828+17.1% | 加碼 |
| AdvisorNet Financial, Inc | 5,651 | $162.9 萬 | 0.12% | +1,270+29.0% | 加碼 |
| Comprehensive Financial Consultants Institutional, Inc. | 5,608 | $161.7 萬 | 0.57% | +22+0.4% | 加碼 |
| Wallace Hart LLC | 5,602 | $161.5 萬 | 4.06% | +500+9.8% | 加碼 |
| Concurrent Investment Advisors, LLC | 5,554 | $160.1 萬 | 0.04% | +1,089+24.4% | 加碼 |
| Covenant Asset Management, LLC | 5,500 | $158.5 萬 | 0.40% | −50−0.9% | 減碼 |
| Evergreen Wealth Solutions, LLC | 5,443 | $156.9 萬 | 1.06% | +43+0.8% | 加碼 |
| Arkadios Wealth Advisors | 5,433 | $156.6 萬 | 0.06% | +1,679+44.7% | 加碼 |
| Keebeck Wealth Management, LLC | 5,383 | $155.2 萬 | 0.23% | +465+9.5% | 加碼 |
| Metis Global Partners, LLC | 5,322 | $153.4 萬 | 0.04% | +1,749+49.0% | 加碼 |
| Warren Averett Asset Management, LLC | 5,300 | $152.8 萬 | 0.02% | −446−7.8% | 減碼 |
| Geneos Wealth Management Inc. | 5,292 | $152.6 萬 | 0.05% | −493−8.5% | 減碼 |
| RSM US Wealth Management LLC | 5,276 | $152.1 萬 | 0.02% | +168+3.3% | 加碼 |
| Beacon Capital Management, LLC | 5,137 | $148.1 萬 | 0.20% | +1,617+45.9% | 加碼 |
| Fortis Group Advisors, LLC | 5,072 | $146.2 萬 | 0.28% | +4,317+571.8% | 加碼 |
| Paul Damon & Associates, Inc. | 5,011 | $144.5 萬 | 0.89% | −1,750−25.9% | 減碼 |
| Silvercrest Asset Management Group LLC | 4,995 | $144.0 萬 | 0.01% | +290+6.2% | 加碼 |
| MAI Capital Management | 4,978 | $143.5 萬 | 0.01% | +1,020+25.8% | 加碼 |
| Abound Financial, LLC | 4,967 | $143.2 萬 | 0.72% | +1,749+54.4% | 加碼 |
| Truvestments Capital LLC | 4,881 | $140.7 萬 | 0.31% | +4,402+919.0% | 加碼 |
| Pinnacle Associates Ltd | 4,870 | $140.4 萬 | 0.02% | +10+0.2% | 加碼 |
| Balyasny Asset Management LLC | 4,839 | $139.5 萬 | 0.00% | −14,592−75.1% | 減碼 |
| Marathon Trading Investment Management LLC | 4,811 | $138.7 萬 | 0.74% | −416,456−98.9% | 減碼 |
| Gilman Hill Asset Management, LLC | 4,805 | $138.5 萬 | 0.24% | +1,802+60.0% | 加碼 |
| MetLife Investment Management | 4,790 | $138.1 萬 | 0.01% | +1,440+43.0% | 加碼 |
| Vienna Asset Management LLC | 4,788 | $138.0 萬 | 1.09% | +3,321+226.4% | 加碼 |
| Sowell Financial Services LLC | 4,739 | $136.6 萬 | 0.06% | +4,739 | 新進 |
| LCM Capital Management Inc | 4,641 | $133.8 萬 | 0.79% | 00.0% | 不變 |
| Lifeworks Advisors, LLC | 4,625 | $133.3 萬 | 0.22% | +278+6.4% | 加碼 |
| Teilinger Capital Ltd. | 4,601 | $132.6 萬 | 1.33% | −60,399−92.9% | 減碼 |
| Arete Wealth Advisors, LLC | 4,554 | $131.3 萬 | 0.10% | −1,445−24.1% | 減碼 |
| Illinois Municipal Retirement Fund | 4,530 | $130.6 萬 | 0.02% | 00.0% | 不變 |
| UniSuper Management Pty Ltd | 4,500 | $129.7 萬 | 0.01% | +1,000+28.6% | 加碼 |
| Evexia Wealth LLC | 4,356 | $129.3 萬 | 0.47% | +131+3.1% | 加碼 |
| Empowered Funds, LLC | 4,434 | $127.8 萬 | 0.02% | +1,108+33.3% | 加碼 |
| Great Lakes Advisors, LLC | 4,408 | $127.1 萬 | 0.01% | −456−9.4% | 減碼 |
| Colony Group, LLC | 4,400 | $126.9 萬 | 0.00% | +770+21.2% | 加碼 |
| VestGen Advisors, LLC | 4,380 | $126.3 萬 | 0.06% | +4,380 | 新進 |
| Keybank National Association | 4,350 | $125.4 萬 | 0.01% | −40−0.9% | 減碼 |
| Aviso Wealth Management | 4,330 | $124.8 萬 | 0.66% | 00.0% | 不變 |
| Verus Capital Partners, LLC | 4,304 | $124.1 萬 | 0.12% | +183+4.4% | 加碼 |
| Cyndeo Wealth Partners, LLC | 4,289 | $123.6 萬 | 0.08% | +1,435+50.3% | 加碼 |
| Oak Thistle LLC | 4,287 | $123.6 萬 | 0.25% | +4,287 | 新進 |
| Verition Fund Management LLC | 4,286 | $123.6 萬 | 0.01% | −3,611−45.7% | 減碼 |
| Stonegate Investment Group, LLC | 4,185 | $120.6 萬 | 0.03% | −441−9.5% | 減碼 |
| Vestcor Inc | 4,172 | $120.3 萬 | 0.04% | +592+16.5% | 加碼 |
| Prime Capital Investment Advisors, LLC | 4,138 | $119.3 萬 | 0.01% | +1,826+79.0% | 加碼 |
| BNC Wealth Management, LLC | 4,097 | $118.1 萬 | 0.43% | +998+32.2% | 加碼 |
| Traynor Capital Management, Inc. | 4,088 | $117.8 萬 | 0.10% | −34,628−89.4% | 減碼 |
| Flaharty Asset Management, LLC | 4,055 | $116.9 萬 | 0.17% | +1,100+37.2% | 加碼 |
| Simplicity Wealth,LLC | 4,038 | $116.4 萬 | 0.09% | +4,038 | 新進 |
| Bonfire Financial | 4,024 | $116.0 萬 | 1.07% | +147+3.8% | 加碼 |
| Parallel Advisors, LLC | 4,010 | $115.6 萬 | 0.03% | +373+10.3% | 加碼 |
| Siemens Fonds Invest GmbH | 3,991 | $115.0 萬 | 0.08% | +2,078+108.6% | 加碼 |
| Capital Group Investment Management Pte. Ltd. | 3,983 | $114.8 萬 | 0.23% | +2,949+285.2% | 加碼 |
| Claro Advisors LLC | 3,975 | $114.6 萬 | 0.15% | −1,053−20.9% | 減碼 |
| Chokshi & Queen Wealth Advisors, Inc | 3,950 | $113.9 萬 | 0.75% | +3,950 | 新進 |
| Insigneo Advisory Services, LLC | 3,932 | $113.3 萬 | 0.12% | +1,805+84.9% | 加碼 |
| Close Asset Management Ltd | 3,879 | $111.9 萬 | 0.03% | −181−4.5% | 減碼 |
| Change Path, LLC | 3,846 | $110.9 萬 | 0.03% | −1,236−24.3% | 減碼 |
| Brown Advisory Inc | 3,796 | $109.4 萬 | 0.00% | −2−0.1% | 減碼 |
| Valeo Financial Advisors, LLC | 3,762 | $108.5 萬 | 0.03% | +1,785+90.3% | 加碼 |
| Oxler Private Wealth LLC | 3,718 | $107.2 萬 | 0.38% | +292+8.5% | 加碼 |
| Matauro, LLC | 3,704 | $106.8 萬 | 0.22% | −1,498−28.8% | 減碼 |
| Venture Visionary Partners LLC | 3,701 | $106.7 萬 | 0.04% | +2,325+169.0% | 加碼 |
| Larson Financial Group LLC | 3,677 | $106.0 萬 | 0.05% | +1,219+49.6% | 加碼 |
| Wedmont Private Capital | 3,527 | $105.8 萬 | 0.05% | +1,388+64.9% | 加碼 |
| Quantbot Technologies LP | 3,638 | $104.9 萬 | 0.03% | +3,638 | 新進 |
| Azzad Asset Management Inc | 3,628 | $104.6 萬 | 0.12% | +3,628 | 新進 |
| Magnus Financial Group LLC | 3,628 | $104.6 萬 | 0.10% | −55−1.5% | 減碼 |
| EP Wealth Advisors, LLC | 3,586 | $103.4 萬 | 0.01% | +227+6.8% | 加碼 |
| Signal Advisors Wealth, LLC | 3,585 | $103.3 萬 | 0.10% | +806+29.0% | 加碼 |
| Comerica Bank | 3,579 | $103.2 萬 | 0.00% | −20,060−84.9% | 減碼 |
| Pennsylvania Capital Management Inc | 3,549 | $102.3 萬 | 0.38% | +439+14.1% | 加碼 |
| Wiley Bros.-Aintree Capital, LLC | 3,470 | $100.4 萬 | 0.01% | +965+38.5% | 加碼 |
| ING Groep NV | 3,418 | $98.5 萬 | 0.01% | −1,139−25.0% | 減碼 |
| Lido Advisors, LLC | 3,396 | $97.9 萬 | 0.01% | +240+7.6% | 加碼 |
| Ballentine Partners, LLC | 3,387 | $97.6 萬 | 0.02% | +65+2.0% | 加碼 |
| First Foundation Advisors | 3,377 | $97.3 萬 | 0.04% | 00.0% | 不變 |
| Disciplined Investors, L.L.C. | 3,244 | $93.5 萬 | 0.84% | +3,244 | 新進 |
| Nwam LLC | 3,241 | $93.4 萬 | 0.08% | −16−0.5% | 減碼 |
| Glenmede Trust Co NA | 3,230 | $93.1 萬 | 0.00% | −59−1.8% | 減碼 |
| Means Investment Co., Inc. | 3,178 | $91.6 萬 | 0.10% | +19+0.6% | 加碼 |
| Ethos Financial Group, LLC | 3,157 | $91.4 萬 | 0.09% | 00.0% | 不變 |
| Convergence Financial, LLC | 3,159 | $91.1 萬 | 0.18% | +2,404+318.4% | 加碼 |
| BluePath Capital Management, LLC | 3,150 | $90.8 萬 | 0.95% | +3,150 | 新進 |
| Citrine Capital LLC | 3,140 | $90.5 萬 | 0.57% | 00.0% | 不變 |
| STRS Ohio | 3,140 | $90.5 萬 | 0.00% | +3,140 | 新進 |
| Commerce Bank | 3,129 | $90.2 萬 | 0.01% | +65+2.1% | 加碼 |
| Meiji Yasuda Asset Management Co Ltd. | 3,107 | $89.6 萬 | 0.04% | +597+23.8% | 加碼 |
| Signaturefd, LLC | 3,096 | $89.3 萬 | 0.02% | +602+24.1% | 加碼 |
| Bokf, NA | 3,063 | $88.3 萬 | 0.02% | +363+13.4% | 加碼 |
| Masso Torrence Wealth Management Inc. | 3,055 | $88.1 萬 | 0.47% | 00.0% | 不變 |
| ICICI Prudential Asset Management Co Ltd | 3,048 | $87.9 萬 | 0.11% | +665+27.9% | 加碼 |
| Abn Amro Investment Solutions | 3,037 | $87.5 萬 | 0.02% | +871+40.2% | 加碼 |
| Harfst & Associates, Inc. | 3,012 | $86.8 萬 | 0.20% | +3,012 | 新進 |
| Garda Capital Partners LP | 3,009 | $86.7 萬 | 0.49% | +3,009 | 新進 |
| STF Management LP | 3,002 | $86.5 萬 | 0.42% | +104+3.6% | 加碼 |
| HB Wealth Management, LLC | 2,989 | $86.2 萬 | 0.01% | +252+9.2% | 加碼 |
| Farrell Financial LLC | 2,985 | $86.0 萬 | 0.63% | 00.0% | 不變 |