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 2 季 13F 持有人
Strategy Inc 在 2025/6/30 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
- 1,161
- 較 2025 年第 1 季 +156 家
- 持有股數
- 1.37 億
- 較 2025 年第 1 季 +1,211 萬 (+9.7%)
- 總市值
- $554.5 億
- 較 2025 年第 1 季 +$193.1 億 (+53.4%)
- 新進機構
- 232
- 另有 522 家加碼
- 清倉機構
- 76
- 另有 264 家減碼
另有 8 家機構在 2025 年第 1 季持有、還沒有申報 2025 年第 2 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 2 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 2025 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| HBW Advisory Services LLC | 1,042 | $42.1 萬 | 0.05% | +8+0.8% | 加碼 |
| GAMMA Investing LLC | 1,043 | $42.2 萬 | 0.03% | +213+25.7% | 加碼 |
| Phoenix Holdings Ltd. | 1,048 | $42.2 萬 | 0.01% | +15+1.5% | 加碼 |
| Drive Wealth Management, LLC | 1,047 | $42.3 萬 | 0.09% | −162−13.4% | 減碼 |
| Polymer Capital Management (HK) LTD | 1,050 | $42.4 萬 | 0.07% | +1,050 | 新進 |
| Calton & Associates, Inc. | 1,065 | $43.1 萬 | 0.07% | +53+5.2% | 加碼 |
| Wise Wealth Partners | 1,069 | $43.2 萬 | 0.72% | −116−9.8% | 減碼 |
| Howe & Rusling Inc | 1,070 | $43.2 萬 | 0.03% | −20,252−95.0% | 減碼 |
| BCS Wealth Management | 1,072 | $43.3 萬 | 0.09% | +57+5.6% | 加碼 |
| Retirement Income Solutions, Inc | 1,072 | $43.3 萬 | 0.08% | +1,072 | 新進 |
| Glass Jacobson Investment Advisors llc | 1,079 | $43.6 萬 | 0.17% | 00.0% | 不變 |
| Scotia Capital Inc. | 1,088 | $44.0 萬 | 0.00% | −1,006−48.0% | 減碼 |
| Graypoint LLC | 1,098 | $44.4 萬 | 0.02% | +1,098 | 新進 |
| Capital Wealth Planning, LLC | 1,100 | $44.5 萬 | 0.00% | +1,100 | 新進 |
| Alpha Family Trust | 1,110 | $44.9 萬 | 0.22% | 00.0% | 不變 |
| Alta Advisers Ltd | 1,110 | $44.9 萬 | 0.16% | +100+9.9% | 加碼 |
| Regatta Capital Group, LLC | 1,112 | $45.0 萬 | 0.08% | +2+0.2% | 加碼 |
| Aaron Wealth Advisors | 1,116 | $45.1 萬 | 0.05% | +1,116 | 新進 |
| L2 Asset Management, LLC | 1,117 | $45.2 萬 | 0.07% | +132+13.4% | 加碼 |
| International Assets Investment Management, LLC | 1,121 | $45.3 萬 | 0.04% | +202+22.0% | 加碼 |
| Panoramic Investment Advisors, LLC | 1,130 | $45.7 萬 | 0.28% | +1,130 | 新進 |
| Arlington Capital Management, Inc. | 1,135 | $45.9 萬 | 0.40% | −1−0.1% | 減碼 |
| Paragon Capital Management Inc | 1,141 | $46.1 萬 | 0.35% | −19−1.6% | 減碼 |
| Gerber Kawasaki Wealth & Investment Management | 1,146 | $46.4 萬 | 0.02% | −720−38.6% | 減碼 |
| Mountain Capital Investment Advisors, Inc | 1,242 | $46.4 萬 | 0.09% | +200+19.2% | 加碼 |
| MRP Capital Investments, LLC | 1,150 | $46.5 萬 | 0.32% | +150+15.0% | 加碼 |
| Custom Index Systems, LLC | 1,150 | $46.5 萬 | 0.22% | +1,150 | 新進 |
| Raiffeisen Bank International AG | 1,200 | $46.6 萬 | 0.01% | 00.0% | 不變 |
| Premier Path Wealth Partners, LLC | 1,157 | $46.8 萬 | 0.07% | +315+37.4% | 加碼 |
| Abound Wealth Management | 1,159 | $46.8 萬 | 0.13% | −157−11.9% | 減碼 |
| GPS Wealth Strategies Group, LLC | 1,163 | $47.0 萬 | 0.05% | +31+2.7% | 加碼 |
| TCFG Wealth Management, LLC | 1,171 | $47.3 萬 | 0.21% | +185+18.8% | 加碼 |
| Allianz SE | 1,190 | $48.1 萬 | 0.01% | +450+60.8% | 加碼 |
| Willis Johnson & Associates, Inc. | 1,192 | $48.2 萬 | 0.03% | −112−8.6% | 減碼 |
| Avidian Wealth Solutions, LLC | 1,195 | $48.3 萬 | 0.02% | +227+23.5% | 加碼 |
| Wellington Capital Management, Inc. | 1,200 | $48.5 萬 | 0.73% | +1,200 | 新進 |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,200 | $48.5 萬 | 0.02% | 00.0% | 不變 |
| Evelyn Partners Investment Management (Europe) Ltd | 1,200 | $48.5 萬 | 0.17% | 00.0% | 不變 |
| Abundance Wealth Counselors | 1,202 | $48.6 萬 | 0.09% | +2+0.2% | 加碼 |
| Rossby Financial, LCC | 1,203 | $48.6 萬 | 0.18% | −247−17.0% | 減碼 |
| Avantax Planning Partners, Inc. | 1,206 | $48.8 萬 | 0.02% | +41+3.5% | 加碼 |
| Brighton Jones LLC | 1,210 | $48.9 萬 | 0.01% | −301−19.9% | 減碼 |
| Beese Fulmer Investment Management, Inc. | 1,212 | $49.0 萬 | 0.04% | 00.0% | 不變 |
| Assetmark, Inc | 1,228 | $49.6 萬 | 0.00% | +1,092+802.9% | 加碼 |
| Daymark Wealth Partners, LLC | 1,238 | $50.0 萬 | 0.02% | −76−5.8% | 減碼 |
| Discipline Wealth Solutions, LLC | 1,243 | $50.3 萬 | 0.19% | −66−5.0% | 減碼 |
| McIlrath & Eck, LLC | 1,246 | $50.4 萬 | 0.06% | +46+3.8% | 加碼 |
| Norden Group LLC | 1,252 | $50.6 萬 | 0.05% | +532+73.9% | 加碼 |
| Powell Investment Advisors, LLC | 1,259 | $50.9 萬 | 0.19% | +59+4.9% | 加碼 |
| We Are One Seven, LLC | 1,259 | $50.9 萬 | 0.02% | +204+19.3% | 加碼 |
| Los Angeles Capital Management LLC | 1,264 | $51.1 萬 | 0.00% | +264+26.4% | 加碼 |
| Savant Capital, LLC | 1,275 | $51.5 萬 | 0.00% | +279+28.0% | 加碼 |
| First Heartland Consultants, Inc. | 1,278 | $51.7 萬 | 0.05% | +421+49.1% | 加碼 |
| Crew Capital Management, Ltd. | 1,280 | $51.7 萬 | 0.37% | −142−10.0% | 減碼 |
| Friday Financial | 1,290 | $52.1 萬 | 0.27% | 00.0% | 不變 |
| Stonebridge Financial Group, LLC | 1,297 | $52.4 萬 | 0.05% | +705+119.1% | 加碼 |
| Flagship Harbor Advisors, LLC | 1,298 | $52.5 萬 | 0.02% | −301−18.8% | 減碼 |
| McAdam, LLC | 1,302 | $52.6 萬 | 0.03% | +22+1.7% | 加碼 |
| Penserra Capital Management LLC | 1,333 | $53.8 萬 | 0.01% | +453+51.5% | 加碼 |
| Moloney Securities Asset Management, LLC | 1,334 | $53.9 萬 | 0.07% | +16+1.2% | 加碼 |
| IFG Advisory, LLC | 1,336 | $54.0 萬 | 0.03% | +104+8.4% | 加碼 |
| Johnson Investment Counsel Inc | 1,342 | $54.2 萬 | 0.00% | −65−4.6% | 減碼 |
| Snowden Capital Advisors LLC | 1,346 | $54.4 萬 | 0.02% | +114+9.3% | 加碼 |
| Mutual Advisors, LLC | 1,350 | $54.8 萬 | 0.01% | +27+2.0% | 加碼 |
| Whitaker-Myers Wealth Managers, LTD. | 1,361 | $55.0 萬 | 0.14% | +1,361 | 新進 |
| Veracity Capital LLC | 1,362 | $55.1 萬 | 0.19% | +76+5.9% | 加碼 |
| Merkkuri Wealth Advisors LLC | 1,376 | $55.6 萬 | 0.42% | +20+1.5% | 加碼 |
| Tradewinds, LLC. | 1,376 | $55.6 萬 | 0.42% | +1,376 | 新進 |
| Berkeley Capital Partners, LLC | 1,381 | $55.8 萬 | 0.14% | +17+1.2% | 加碼 |
| Icapital Wealth LLC | 1,391 | $56.2 萬 | 0.32% | +1,391 | 新進 |
| NewEdge Wealth, LLC | 1,405 | $56.5 萬 | 0.01% | +1,405 | 新進 |
| Moneta Group Investment Advisors LLC | 1,399 | $56.6 萬 | 0.01% | +126+9.9% | 加碼 |
| SummitTX Capital, L.P. | 1,400 | $56.6 萬 | 0.03% | +1,400 | 新進 |
| Pinebridge Investments, L.P. | 1,403 | $56.7 萬 | 0.00% | +1,403 | 新進 |
| CoreCap Advisors, LLC | 1,411 | $57.0 萬 | 0.02% | +808+134.0% | 加碼 |
| JT Stratford LLC | 1,428 | $57.7 萬 | 0.09% | −1,017−41.6% | 減碼 |
| Strategic Blueprint, LLC | 1,428 | $57.7 萬 | 0.03% | −832−36.8% | 減碼 |
| Yeomans Consulting Group, Inc. | 1,550 | $57.9 萬 | 0.24% | +1,550 | 新進 |
| Am Investment Strategies LLC | 1,434 | $57.9 萬 | 0.14% | −17−1.2% | 減碼 |
| Presidio Capital Management, LLC | 1,441 | $58.2 萬 | 0.22% | −132−8.4% | 減碼 |
| Institute for Wealth Management, LLC. | 1,442 | $58.3 萬 | 0.07% | −115−7.4% | 減碼 |
| Portside Wealth Group, LLC | 1,446 | $58.5 萬 | 0.09% | −349−19.4% | 減碼 |
| Tactive Advisors, LLC | 1,448 | $58.5 萬 | 0.19% | +1,448 | 新進 |
| Wealth Alliance Advisory Group, LLC | 1,450 | $58.6 萬 | 0.11% | −22−1.5% | 減碼 |
| Doliver Advisors, LP | 1,455 | $58.8 萬 | 0.16% | −95−6.1% | 減碼 |
| Altshuler Shaham Ltd | – | $58.8 萬 | 0.02% | – | – |
| Congress Wealth Management LLC | 1,466 | $59.3 萬 | 0.01% | +567+63.1% | 加碼 |
| Dillon & Associates Inc | 1,470 | $59.4 萬 | 0.08% | −51−3.4% | 減碼 |
| Sterling Capital Management LLC | 1,472 | $59.5 萬 | 0.01% | −10,673−87.9% | 減碼 |
| Aventura Private Wealth, LLC | 1,475 | $59.6 萬 | 0.26% | +50+3.5% | 加碼 |
| Clear Creek Financial Management, LLC | 1,475 | $59.6 萬 | 0.06% | +322+27.9% | 加碼 |
| GLOBALT Investments LLC | 1,485 | $60.0 萬 | 0.02% | +24+1.6% | 加碼 |
| Central Trust Co | 1,500 | $60.6 萬 | 0.01% | −32−2.1% | 減碼 |
| Prospect Financial Services LLC | 1,510 | $61.0 萬 | 0.38% | −363−19.4% | 減碼 |
| XML Financial, LLC | 1,510 | $61.0 萬 | 0.05% | +10+0.7% | 加碼 |
| Ci Investments Inc. | 1,521 | $61.5 萬 | 0.00% | +462+43.6% | 加碼 |
| Innovative Advisory Group, LLC | 1,522 | $61.5 萬 | 0.53% | +269+21.5% | 加碼 |
| Finivi Inc. | 1,525 | $61.6 萬 | 0.42% | +32+2.1% | 加碼 |
| Redwood Wealth Management Group, LLC | 1,555 | $62.9 萬 | 0.28% | +370+31.2% | 加碼 |
| Red Door Wealth Management, LLC | 1,568 | $63.4 萬 | 0.08% | 00.0% | 不變 |