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 |
|---|---|---|---|---|---|
| Integrated Wealth Concepts LLC | 4,508 | $182.2 萬 | 0.02% | −1,670−27.0% | 減碼 |
| Disciplined Investors, L.L.C. | 4,520 | $182.7 萬 | 1.42% | +1,276+39.3% | 加碼 |
| Evexia Wealth LLC | 4,328 | $183.2 萬 | 0.58% | −28−0.6% | 減碼 |
| Wiley Bros.-Aintree Capital, LLC | 4,621 | $187.0 萬 | 0.01% | +1,151+33.2% | 加碼 |
| LCM Capital Management Inc | 4,641 | $187.6 萬 | 0.97% | 00.0% | 不變 |
| Insigneo Advisory Services, LLC | 4,653 | $188.1 萬 | 0.16% | +721+18.3% | 加碼 |
| Paul Damon & Associates, Inc. | 4,659 | $188.3 萬 | 0.99% | −352−7.0% | 減碼 |
| Metis Global Partners, LLC | 4,699 | $189.9 萬 | 0.05% | −623−11.7% | 減碼 |
| Edgestream Partners, L.P. | 4,758 | $192.3 萬 | 0.05% | +3,168+199.2% | 加碼 |
| MetLife Investment Management | 4,791 | $193.7 萬 | 0.01% | +10.0% | 加碼 |
| Greenleaf Trust | 4,796 | $193.9 萬 | 0.02% | −875−15.4% | 減碼 |
| Harfst & Associates, Inc. | 4,800 | $194.0 萬 | 0.40% | +1,788+59.4% | 加碼 |
| Gilman Hill Asset Management, LLC | 4,805 | $194.2 萬 | 0.32% | 00.0% | 不變 |
| Financial Sense Advisors, Inc. | 4,832 | $195.3 萬 | 0.47% | +1,921+66.0% | 加碼 |
| Pinnacle Associates Ltd | 4,885 | $197.5 萬 | 0.03% | +15+0.3% | 加碼 |
| Siemens Fonds Invest GmbH | 4,894 | $197.8 萬 | 0.12% | +903+22.6% | 加碼 |
| National Asset Management, Inc. | 4,915 | $198.7 萬 | 0.10% | −973−16.5% | 減碼 |
| SRS Capital Advisors, Inc. | 2,554 | $199.4 萬 | 0.09% | +426+20.0% | 加碼 |
| Keebeck Wealth Management, LLC | 4,983 | $201.4 萬 | 0.26% | −400−7.4% | 減碼 |
| Silvercrest Asset Management Group LLC | 4,995 | $201.9 萬 | 0.01% | 00.0% | 不變 |
| Engineers Gate Manager LP | 5,000 | $202.1 萬 | 0.03% | +5,000 | 新進 |
| Abound Financial, LLC | 5,029 | $203.3 萬 | 0.89% | +62+1.2% | 加碼 |
| HighPoint Advisor Group LLC | 5,040 | $203.7 萬 | 0.11% | +578+13.0% | 加碼 |
| Vestcor Inc | 5,097 | $206.0 萬 | 0.06% | +925+22.2% | 加碼 |
| Maripau Wealth Management LLC | 5,134 | $207.1 萬 | 1.04% | +3,264+174.5% | 加碼 |
| Lido Advisors, LLC | 5,128 | $207.3 萬 | 0.01% | +1,732+51.0% | 加碼 |
| Colony Group, LLC | 5,131 | $207.4 萬 | 0.00% | +731+16.6% | 加碼 |
| Arete Wealth Advisors, LLC | 5,140 | $207.8 萬 | 0.15% | +586+12.9% | 加碼 |
| IFP Advisors, Inc | 4,905 | $208.3 萬 | 0.06% | −13,208−72.9% | 減碼 |
| Sterling Investment Advisors, Ltd. | 5,157 | $208.5 萬 | 0.46% | −525−9.2% | 減碼 |
| Beacon Capital Management, LLC | 5,176 | $209.2 萬 | 0.28% | +39+0.8% | 加碼 |
| Invictus Private Wealth, LLC | 5,190 | $209.8 萬 | 0.14% | −12,285−70.3% | 減碼 |
| Good Life Advisors, LLC | 5,216 | $210.8 萬 | 0.13% | −1,027−16.5% | 減碼 |
| Beacon Pointe Advisors, LLC | 5,221 | $211.0 萬 | 0.02% | −529−9.2% | 減碼 |
| Salem Investment Counselors Inc | 5,251 | $212.3 萬 | 0.07% | +4,853+1,219.3% | 加碼 |
| MAI Capital Management | 5,251 | $212.3 萬 | 0.01% | +273+5.5% | 加碼 |
| APG Asset Management US Inc. | 5,761 | $215.1 萬 | 0.02% | 00.0% | 不變 |
| Brown Advisory Inc | 5,405 | $218.5 萬 | 0.00% | +1,609+42.4% | 加碼 |
| Partners Wealth Management, LLC | 7,183 | $219.8 萬 | 2.50% | 00.0% | 不變 |
| Evergreen Wealth Solutions, LLC | 5,443 | $220.0 萬 | 1.32% | 00.0% | 不變 |
| Arkadios Wealth Advisors | 5,480 | $221.5 萬 | 0.07% | +47+0.9% | 加碼 |
| Covenant Asset Management, LLC | 5,500 | $222.3 萬 | 0.46% | 00.0% | 不變 |
| Delta Investment Management, LLC | 5,553 | $224.5 萬 | 0.43% | +5,553 | 新進 |
| Comprehensive Financial Consultants Institutional, Inc. | 5,608 | $226.7 萬 | 0.74% | 00.0% | 不變 |
| Walleye Capital LLC | 5,651 | $228.4 萬 | 0.02% | −6,214−52.4% | 減碼 |
| Change Path, LLC | 5,671 | $229.2 萬 | 0.06% | +1,825+47.5% | 加碼 |
| ZEGA Investments, LLC | 5,687 | $229.9 萬 | 0.58% | +4,065+250.6% | 加碼 |
| Fortis Group Advisors, LLC | 5,755 | $231.3 萬 | 0.42% | +683+13.5% | 加碼 |
| China Universal Asset Management Co., Ltd. | 5,762 | $232.9 萬 | 0.22% | −109−1.9% | 減碼 |
| Fiduciary Trust Co | 5,807 | $234.7 萬 | 0.03% | +39+0.7% | 加碼 |
| QTR Family Wealth, LLC | 5,817 | $235.1 萬 | 1.46% | −2,453−29.7% | 減碼 |
| Centaurus Financial, Inc. | 5,842 | $236.2 萬 | 0.14% | +126+2.2% | 加碼 |
| AIA Group Ltd | 5,855 | $236.7 萬 | 0.05% | 00.0% | 不變 |
| Everence Capital Management Inc | 5,890 | $238.1 萬 | 0.15% | −870−12.9% | 減碼 |
| Empowered Funds, LLC | 5,920 | $239.3 萬 | 0.03% | +1,486+33.5% | 加碼 |
| BNC Wealth Management, LLC | 5,928 | $239.6 萬 | 0.71% | +1,831+44.7% | 加碼 |
| E Fund Management Co., Ltd. | 5,949 | $240.5 萬 | 0.11% | −111−1.8% | 減碼 |
| Private Advisory Group LLC | 5,991 | $242.2 萬 | 0.23% | +5,991 | 新進 |
| Wealthcare Advisory Partners LLC | 6,052 | $244.6 萬 | 0.06% | +251+4.3% | 加碼 |
| Graham Capital Management, L.P. | 6,080 | $245.8 萬 | 0.07% | +6,080 | 新進 |
| Investment Management Corp of Ontario | 6,100 | $246.6 萬 | 0.04% | −300−4.7% | 減碼 |
| Csenge Advisory Group | 6,691 | $246.9 萬 | 0.13% | +206+3.2% | 加碼 |
| Core Wealth Partners LLC | 6,110 | $247.0 萬 | 1.25% | +85+1.4% | 加碼 |
| Navellier & Associates Inc | 6,128 | $247.7 萬 | 0.31% | −28−0.5% | 減碼 |
| Perennial Investment Advisors, LLC | 6,182 | $249.9 萬 | 0.24% | −779−11.2% | 減碼 |
| Waldron Private Wealth LLC | 6,234 | $252.0 萬 | 0.11% | −22−0.4% | 減碼 |
| AdvisorNet Financial, Inc | 6,267 | $253.3 萬 | 0.16% | +616+10.9% | 加碼 |
| Signal Advisors Wealth, LLC | 6,281 | $253.9 萬 | 0.20% | +2,696+75.2% | 加碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 6,285 | $254.1 萬 | 0.18% | −435−6.5% | 減碼 |
| Fifth Third Bancorp | 6,521 | $263.6 萬 | 0.01% | −215−3.2% | 減碼 |
| Lifeworks Advisors, LLC | 6,535 | $264.2 萬 | 0.39% | +1,910+41.3% | 加碼 |
| Lazard Asset Management LLC | 6,567 | $265.3 萬 | 0.00% | −595−8.3% | 減碼 |
| Atria Wealth Solutions, Inc. | 6,617 | $267.4 萬 | 0.06% | −7,357−52.6% | 減碼 |
| Pinnacle Wealth Management, LLC | 6,663 | $269.3 萬 | 2.25% | +5,964+853.2% | 加碼 |
| Pensionmark Financial Group, LLC | 6,679 | $270.0 萬 | 0.06% | +517+8.4% | 加碼 |
| Gsa Capital Partners LLP | 6,730 | $272.0 萬 | 0.19% | +6,730 | 新進 |
| Sigma Planning Corp | 6,737 | $272.3 萬 | 0.08% | +18+0.3% | 加碼 |
| Omers Administration Corp | 6,753 | $273.0 萬 | 0.02% | 00.0% | 不變 |
| Maridea Wealth Management LLC | 6,783 | $274.2 萬 | 0.71% | +4,119+154.6% | 加碼 |
| VestGen Advisors, LLC | 6,785 | $274.3 萬 | 0.11% | +2,405+54.9% | 加碼 |
| Wahed Invest LLC | 6,790 | $274.5 萬 | 0.42% | +6,790 | 新進 |
| Legacy Wealth Managment, LLC | 6,811 | $275.3 萬 | 1.46% | −1,413−17.2% | 減碼 |
| Legacy Investment Solutions, LLC | 6,811 | $275.3 萬 | 1.46% | +6,811 | 新進 |
| Dynamic Advisor Solutions LLC | 6,832 | $276.2 萬 | 0.09% | −722−9.6% | 減碼 |
| Aptus Capital Advisors, LLC | 6,861 | $277.4 萬 | 0.03% | +9+0.1% | 加碼 |
| Teamwork Financial Advisors, LLC | 6,868 | $277.6 萬 | 0.34% | −1,524−18.2% | 減碼 |
| Ambassador Advisors, LLC | 6,873 | $277.8 萬 | 0.43% | 00.0% | 不變 |
| 111 Capital | 6,924 | $279.9 萬 | 0.48% | +6,924 | 新進 |
| Cyndeo Wealth Partners, LLC | 6,937 | $280.4 萬 | 0.17% | +2,648+61.7% | 加碼 |
| Andar Capital Management HK Ltd | 7,000 | $283.0 萬 | 3.31% | −3,800−35.2% | 減碼 |
| Bellwether Advisors, LLC | 7,024 | $283.9 萬 | 0.48% | +7,024 | 新進 |
| Kingsview Wealth Management, LLC | 7,051 | $285.0 萬 | 0.05% | +380+5.7% | 加碼 |
| Assenagon Asset Management S.A. | 7,065 | $285.6 萬 | 0.00% | +1,035+17.2% | 加碼 |
| Sequoia Financial Advisors, LLC | 7,087 | $286.5 萬 | 0.02% | +392+5.9% | 加碼 |
| Western Financial Corp | 7,116 | $287.7 萬 | 1.54% | +7,116 | 新進 |
| Bridgewater Associates, LP | 7,164 | $289.6 萬 | 0.01% | +950+15.3% | 加碼 |
| Traphagen Investment Advisors LLC | 7,214 | $291.6 萬 | 0.28% | −2,542−26.1% | 減碼 |
| Sepio Capital, LP | 7,282 | $294.4 萬 | 0.21% | +1,426+24.4% | 加碼 |
| Vivid Wealth Management, LLC | 7,334 | $296.5 萬 | 1.30% | −422−5.4% | 減碼 |
| Farther Finance Advisors, LLC | 7,341 | $296.7 萬 | 0.06% | +974+15.3% | 加碼 |