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 |
|---|---|---|---|---|---|
| Norinchukin Bank, The | 7,570 | $306.0 萬 | 0.05% | +1,078+16.6% | 加碼 |
| Thrivent Financial for Lutherans | 7,945 | $307.9 萬 | 0.01% | −846−9.6% | 減碼 |
| Verus Capital Partners, LLC | 7,871 | $318.2 萬 | 0.28% | +3,567+82.9% | 加碼 |
| Monograph Wealth Advisors, LLC | 7,955 | $321.6 萬 | 0.40% | 00.0% | 不變 |
| Banque Cantonale Vaudoise | 7,973 | $322.3 萬 | 0.13% | +1,288+19.3% | 加碼 |
| Strategic Advocates LLC | 7,994 | $323.1 萬 | 0.96% | +141+1.8% | 加碼 |
| Wellington Management Group LLP | 8,045 | $325.2 萬 | 0.00% | +1,229+18.0% | 加碼 |
| Vontobel Holding Ltd. | 8,047 | $325.3 萬 | 0.01% | −4,537−36.1% | 減碼 |
| Axxcess Wealth Management, LLC | 8,160 | $329.9 萬 | 0.08% | +15+0.2% | 加碼 |
| Hartline Investment Corp | 8,162 | $329.9 萬 | 0.37% | +6,363+353.7% | 加碼 |
| Gladstone Institutional Advisory LLC | 8,201 | $331.5 萬 | 0.14% | +577+7.6% | 加碼 |
| Banque Transatlantique SA | 8,287 | $331.9 萬 | 0.09% | −728−8.1% | 減碼 |
| Great Lakes Advisors, LLC | 8,292 | $335.2 萬 | 0.03% | +3,884+88.1% | 加碼 |
| Ameritas Investment Partners, Inc. | 8,313 | $336.0 萬 | 0.11% | +532+6.8% | 加碼 |
| Tokio Marine Asset Management Co Ltd | 8,398 | $339.5 萬 | 0.13% | +1,206+16.8% | 加碼 |
| Johns Hopkins University | 8,400 | $339.6 萬 | 0.18% | +8,400 | 新進 |
| Geneos Wealth Management Inc. | 8,501 | $343.6 萬 | 0.08% | +3,209+60.6% | 加碼 |
| Stratos Wealth Advisors, LLC | 8,556 | $345.9 萬 | 0.18% | +239+2.9% | 加碼 |
| Simplicity Wealth,LLC | 8,632 | $348.9 萬 | 0.15% | +4,594+113.8% | 加碼 |
| Cubist Systematic Strategies, LLC | 8,702 | $351.8 萬 | 0.04% | +8,702 | 新進 |
| B. Metzler seel. Sohn & Co. AG | 8,718 | $352.4 萬 | 0.03% | −110−1.2% | 減碼 |
| RiverFront Investment Group, LLC | 8,810 | $356.1 萬 | 0.07% | +8,810 | 新進 |
| Davenport & Co LLC | 9,030 | $365.0 萬 | 0.02% | +6,550+264.1% | 加碼 |
| Bank of Nova Scotia | 9,227 | $373.0 萬 | 0.01% | +2,357+34.3% | 加碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 9,480 | $373.3 萬 | 0.03% | +145+1.6% | 加碼 |
| AG2R la Mondiale Gestion D'Actifs | 9,324 | $376.9 萬 | 0.19% | +648+7.5% | 加碼 |
| Concurrent Investment Advisors, LLC | 9,411 | $380.4 萬 | 0.07% | +3,857+69.4% | 加碼 |
| Ewing Morris & Co. Investment Partners Ltd. | 9,426 | $381.0 萬 | 1.71% | +1,985+26.7% | 加碼 |
| Visionary Wealth Advisors | 9,518 | $384.7 萬 | 0.20% | −101−1.1% | 減碼 |
| BIT Capital GmbH | 9,529 | $385.2 萬 | 0.25% | +9,529 | 新進 |
| Caitong International Asset Management Co., Ltd | 9,557 | $386.3 萬 | 2.76% | +9,557 | 新進 |
| Cerity Partners LLC | 9,588 | $387.6 萬 | 0.01% | −3,702−27.9% | 減碼 |
| Captrust Financial Advisors | 9,904 | $400.4 萬 | 0.01% | +2,058+26.2% | 加碼 |
| MTM Investment Management, LLC | 9,913 | $400.7 萬 | 1.35% | +124+1.3% | 加碼 |
| Sovran Advisors, LLC | 10,130 | $402.1 萬 | 0.42% | +1,443+16.6% | 加碼 |
| PKO Investment Management Joint-Stock Co | 10,000 | $404.2 萬 | 0.43% | +10,000 | 新進 |
| Truvestments Capital LLC | 10,048 | $406.2 萬 | 0.81% | +5,167+105.9% | 加碼 |
| Intech Investment Management LLC | 10,083 | $407.6 萬 | 0.04% | +1,555+18.2% | 加碼 |
| The PNC Financial Services Group, Inc. | 10,125 | $409.3 萬 | 0.00% | +3,398+50.5% | 加碼 |
| Wedbush Securities Inc | 10,187 | $411.8 萬 | 0.14% | −316−3.0% | 減碼 |
| J.W. Cole Advisors, Inc. | 10,262 | $414.8 萬 | 0.09% | +2,069+25.3% | 加碼 |
| Belmont Capital, LLC | 10,304 | $416.5 萬 | 0.63% | +10,304 | 新進 |
| Elo Mutual Pension Insurance Co | 10,359 | $418.7 萬 | 0.09% | −733−6.6% | 減碼 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 10,508 | $424.8 萬 | 0.15% | +1,050+11.1% | 加碼 |
| StoneX Group Inc. | 10,667 | $431.2 萬 | 0.21% | −215−2.0% | 減碼 |
| Allianz Asset Management GmbH | 10,738 | $434.1 萬 | 0.01% | −4,297−28.6% | 減碼 |
| Moore Capital Management, LP | 10,789 | $436.1 萬 | 0.09% | 00.0% | 不變 |
| Merit Financial Group, LLC | 10,852 | $438.7 萬 | 0.05% | +3,145+40.8% | 加碼 |
| Federation des caisses Desjardins du Quebec | 10,855 | $438.8 萬 | 0.02% | −9,599−46.9% | 減碼 |
| Wallace Hart LLC | 10,893 | $440.3 萬 | 3.50% | +5,291+94.4% | 加碼 |
| Stratos Wealth Partners, LTD. | 11,109 | $449.1 萬 | 0.06% | −969−8.0% | 減碼 |
| CAP Partners, LLC | 11,168 | $451.4 萬 | 2.84% | −1,347−10.8% | 減碼 |
| Equitable Holdings, Inc. | 11,186 | $452.2 萬 | 0.04% | −1,449−11.5% | 減碼 |
| Perigon Wealth Management, LLC | 11,225 | $453.7 萬 | 0.11% | +414+3.8% | 加碼 |
| SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co | 11,597 | $454.9 萬 | 3.37% | +1,046+9.9% | 加碼 |
| Western Wealth Management, LLC | 11,455 | $463.0 萬 | 0.28% | +9+0.1% | 加碼 |
| Park Avenue Securities LLC | 11,493 | $464.6 萬 | 0.04% | +2,714+30.9% | 加碼 |
| Capital International Inc | 11,646 | $470.8 萬 | 0.05% | −2,451−17.4% | 減碼 |
| CTC Alternative Strategies, Ltd. | 11,749 | $474.9 萬 | 4.15% | +2,629+28.8% | 加碼 |
| Spire Wealth Management | 11,805 | $477.2 萬 | 0.17% | +672+6.0% | 加碼 |
| Chicago Partners Investment Group LLC | 11,753 | $485.0 萬 | 0.14% | +1,209+11.5% | 加碼 |
| Hel Ved Capital Management Ltd | 12,075 | $488.1 萬 | 2.20% | +10,320+588.0% | 加碼 |
| Patriot Investment Management Inc. | 12,109 | $489.5 萬 | 0.34% | +12,109 | 新進 |
| Maryland State Retirement & Pension System | 12,140 | $490.7 萬 | 0.11% | +1,321+12.2% | 加碼 |
| AE Wealth Management LLC | 12,202 | $493.3 萬 | 0.04% | +1,125+10.2% | 加碼 |
| Dai-Ichi Life Insurance Company, Ltd | 12,263 | $495.7 萬 | 0.14% | +4,984+68.5% | 加碼 |
| QRG Capital Management, Inc. | 12,343 | $499.0 萬 | 0.04% | +10,794+696.8% | 加碼 |
| Baird Financial Group, Inc. | 12,448 | $503.2 萬 | 0.01% | +5,871+89.3% | 加碼 |
| Citadel Advisors LLC | 12,689 | $512.9 萬 | 0.00% | −1,547,066−99.2% | 減碼 |
| Gulf International Bank (UK) Ltd | 12,774 | $516.3 萬 | 0.18% | +621+5.1% | 加碼 |
| Apollon Wealth Management, LLC | 12,822 | $518.3 萬 | 0.10% | +414+3.3% | 加碼 |
| Financial Advocates Investment Management | 13,011 | $525.9 萬 | 0.43% | −129−1.0% | 減碼 |
| Elequin Capital LP | 13,111 | $530.0 萬 | 0.73% | −18,768−58.9% | 減碼 |
| Amalgamated Bank | 13,141 | $531.2 萬 | 0.04% | +686+5.5% | 加碼 |
| Tobam | 13,358 | $540.0 萬 | 2.11% | −186−1.4% | 減碼 |
| Marathon Trading Investment Management LLC | 13,366 | $540.3 萬 | 3.24% | +8,555+177.8% | 加碼 |
| Capital International Ltd | 13,621 | $550.6 萬 | 0.21% | −4,857−26.3% | 減碼 |
| Global Retirement Partners, LLC | 13,633 | $551.1 萬 | 0.14% | +13,633 | 新進 |
| Paradigm Financial Partners, LLC | 13,655 | $552.0 萬 | 0.60% | +990+7.8% | 加碼 |
| Steward Partners Investment Advisory, LLC | 13,736 | $555.3 萬 | 0.04% | +3,846+38.9% | 加碼 |
| M&T Bank Corp | 14,139 | $571.5 萬 | 0.02% | +2,072+17.2% | 加碼 |
| CIBC Private Wealth Group, LLC | 14,180 | $573.2 萬 | 0.01% | −14−0.1% | 減碼 |
| Harvest Fund Management Co., Ltd | 14,408 | $582.3 萬 | 0.28% | −608−4.0% | 減碼 |
| Capital Group Private Client Services, Inc. | 14,759 | $596.6 萬 | 0.05% | −76−0.5% | 減碼 |
| Kentucky Retirement Systems | 14,807 | $598.5 萬 | 0.18% | −970−6.1% | 減碼 |
| KPP Advisory Services LLC | 14,913 | $602.8 萬 | 0.99% | +179+1.2% | 加碼 |
| Argent Advisors, Inc. | 15,000 | $606.3 萬 | 1.87% | +4,000+36.4% | 加碼 |
| Prudential PLC | 15,097 | $610.3 萬 | 0.04% | +6,892+84.0% | 加碼 |
| Brookstone Capital Management | 15,102 | $610.5 萬 | 0.08% | +545+3.7% | 加碼 |
| Miller Value Partners, LLC | 15,250 | $616.5 萬 | 2.62% | 00.0% | 不變 |
| US Bancorp | 15,384 | $621.9 萬 | 0.01% | +2,310+17.7% | 加碼 |
| Rathbone Brothers plc | 15,452 | $624.6 萬 | 0.03% | +395+2.6% | 加碼 |
| Beaird Harris Wealth Management, LLC | 15,772 | $637.6 萬 | 0.49% | +1,665+11.8% | 加碼 |
| Spahn Wealth & Retirement LLC | 19,989 | $641.2 萬 | 4.12% | +19,989 | 新進 |
| Janus Henderson Group PLC | 16,122 | $651.7 萬 | 0.00% | −678−4.0% | 減碼 |
| Secure Asset Management, LLC | 16,218 | $655.6 萬 | 1.22% | +1,738+12.0% | 加碼 |
| CWM, LLC | 16,641 | $672.7 萬 | 0.02% | −1,022−5.8% | 減碼 |
| Capstone Financial Advisors, Inc. | 12,775 | $678.1 萬 | 0.39% | +4,702+58.2% | 加碼 |
| Kestra Private Wealth Services, LLC | 17,124 | $692.2 萬 | 0.10% | +4,516+35.8% | 加碼 |
| Blue Sky Capital Consultants Group, Inc. | 17,251 | $697.3 萬 | 3.58% | +8,780+103.6% | 加碼 |