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 |
|---|---|---|---|---|---|
| Pine Valley Investments Ltd Liability Co | 3,579 | $144.7 萬 | 0.09% | +1,087+43.6% | 加碼 |
| Venture Visionary Partners LLC | 3,529 | $142.7 萬 | 0.05% | −172−4.6% | 減碼 |
| Northeast Financial Group, Inc. | 3,500 | $141.5 萬 | 0.45% | +3,500 | 新進 |
| Valeo Financial Advisors, LLC | 3,499 | $141.4 萬 | 0.03% | −263−7.0% | 減碼 |
| Meeder Advisory Services, Inc. | 3,483 | $140.8 萬 | 0.07% | +1,216+53.6% | 加碼 |
| Pennsylvania Capital Management Inc | 3,439 | $139.0 萬 | 0.44% | −110−3.1% | 減碼 |
| Polianta Ltd | 3,400 | $137.4 萬 | 0.59% | +3,400 | 新進 |
| TCG Advisory Services, LLC | 3,345 | $135.2 萬 | 0.05% | +2,474+284.0% | 加碼 |
| Vise Technologies, Inc. | 3,331 | $134.7 萬 | 0.06% | +3,331 | 新進 |
| Masso Torrence Wealth Management Inc. | 3,310 | $133.8 萬 | 0.62% | +255+8.3% | 加碼 |
| Abn Amro Investment Solutions | 3,294 | $133.2 萬 | 0.03% | +257+8.5% | 加碼 |
| AXS Investments LLC | 3,276 | $132.4 萬 | 0.54% | +1,011+44.6% | 加碼 |
| Glenmede Investment Management, LP | 3,261 | $131.8 萬 | 0.01% | +3,261 | 新進 |
| Nwam LLC | 3,242 | $130.9 萬 | 0.08% | +10.0% | 加碼 |
| Sage Mountain Advisors LLC | 3,207 | $129.6 萬 | 0.08% | +1,465+84.1% | 加碼 |
| Dymon Asia Capital (Singapore) Pte. Ltd. | 3,191 | $129.0 萬 | 0.91% | −7,703−70.7% | 減碼 |
| Means Investment Co., Inc. | 3,190 | $129.0 萬 | 0.12% | +12+0.4% | 加碼 |
| ICICI Prudential Asset Management Co Ltd | 3,180 | $128.5 萬 | 0.16% | +132+4.3% | 加碼 |
| Convergence Financial, LLC | 3,159 | $127.7 萬 | 0.22% | 00.0% | 不變 |
| Tradition Wealth Management, LLC | 3,120 | $126.1 萬 | 0.10% | +1,580+102.6% | 加碼 |
| Clough Capital Partners L P | 3,117 | $126.0 萬 | 0.13% | +3,117 | 新進 |
| Yousif Capital Management, LLC | 3,110 | $125.7 萬 | 0.01% | +201+6.9% | 加碼 |
| STF Management LP | 3,102 | $125.4 萬 | 0.49% | +100+3.3% | 加碼 |
| Farrell Financial LLC | 3,100 | $125.3 萬 | 0.84% | +115+3.9% | 加碼 |
| Close Asset Management Ltd | 3,092 | $125.0 萬 | 0.04% | −787−20.3% | 減碼 |
| HB Wealth Management, LLC | 3,061 | $123.7 萬 | 0.01% | +72+2.4% | 加碼 |
| Peapack Gladstone Financial Corp | 3,055 | $123.5 萬 | 0.02% | +550+22.0% | 加碼 |
| Matauro, LLC | 3,048 | $123.2 萬 | 0.23% | −656−17.7% | 減碼 |
| Scientech Research LLC | 2,955 | $119.5 萬 | 0.29% | −3,209−52.1% | 減碼 |
| Capital Group Investment Management Pte. Ltd. | 2,943 | $119.0 萬 | 0.21% | −1,040−26.1% | 減碼 |
| Summit Trail Advisors, LLC | 2,934 | $118.6 萬 | 0.02% | +2,934 | 新進 |
| Bellecapital International Ltd. | 2,908 | $117.6 萬 | 0.21% | +267+10.1% | 加碼 |
| Diligent Investors, LLC | 2,867 | $115.9 萬 | 0.27% | −50−1.7% | 減碼 |
| Garden State Investment Advisory Services LLC | 2,865 | $115.8 萬 | 0.31% | 00.0% | 不變 |
| DecisionMap Wealth Management, LLC | 2,839 | $114.8 萬 | 0.79% | +22+0.8% | 加碼 |
| Massmutual Trust Co FSB | 2,798 | $113.1 萬 | 0.03% | +58+2.1% | 加碼 |
| Vienna Asset Management LLC | 2,757 | $111.4 萬 | 0.77% | −2,031−42.4% | 減碼 |
| Ethic Inc. | 2,900 | $111.3 萬 | 0.02% | +1,258+76.6% | 加碼 |
| Axq Capital, LP | 2,751 | $111.2 萬 | 0.36% | +1,073+63.9% | 加碼 |
| Williamson Legacy Group, LLC | 2,744 | $110.9 萬 | 0.93% | +2,744 | 新進 |
| Savvy Advisors, Inc. | 2,732 | $110.5 萬 | 0.07% | +837+44.2% | 加碼 |
| Mediolanum International Funds Ltd | 2,862 | $109.9 萬 | 0.01% | +2,862 | 新進 |
| Allworth Financial LP | 2,704 | $109.3 萬 | 0.01% | +251+10.2% | 加碼 |
| Oak Thistle LLC | 2,686 | $108.6 萬 | 0.16% | −1,601−37.3% | 減碼 |
| Curran Financial Partners, LLC | 2,680 | $108.3 萬 | 0.24% | −49−1.8% | 減碼 |
| Unique Wealth Strategies, LLC | 2,670 | $107.9 萬 | 0.45% | 00.0% | 不變 |
| Ausdal Financial Partners, Inc. | 2,667 | $107.8 萬 | 0.07% | +860+47.6% | 加碼 |
| Van Hulzen Asset Management, LLC | 2,628 | $106.2 萬 | 0.09% | +1,241+89.5% | 加碼 |
| PFG Investments, LLC | 2,624 | $106.1 萬 | 0.06% | −60−2.2% | 減碼 |
| Syntegra Private Wealth Group, LLC | 2,617 | $105.8 萬 | 0.11% | +1,281+95.9% | 加碼 |
| Rahlfs Capital, LLC | 2,610 | $105.5 萬 | 0.97% | 00.0% | 不變 |
| BluePath Capital Management, LLC | 2,595 | $104.9 萬 | 0.92% | −555−17.6% | 減碼 |
| Shell Asset Management Co | 2,580 | $104.3 萬 | 0.04% | +1,769+218.1% | 加碼 |
| Belpointe Asset Management LLC | 2,574 | $104.0 萬 | 0.04% | +156+6.5% | 加碼 |
| Everhart Financial Group, Inc. | 2,562 | $103.6 萬 | 0.12% | +971+61.0% | 加碼 |
| RSM US Wealth Management LLC | 2,560 | $103.5 萬 | 0.01% | −2,716−51.5% | 減碼 |
| Investment Partners Asset Management, Inc. | 2,559 | $103.4 萬 | 0.72% | +190+8.0% | 加碼 |
| NVWM, LLC | 2,553 | $103.2 萬 | 0.25% | −12−0.5% | 減碼 |
| Pinkerton Retirement Specialists, LLC | 2,538 | $102.6 萬 | 0.12% | +2,538 | 新進 |
| Smith Anglin Financial, LLC | 2,537 | $102.5 萬 | 0.09% | +30+1.2% | 加碼 |
| Ethos Financial Group, LLC | 2,536 | $102.5 萬 | 0.09% | −621−19.7% | 減碼 |
| SeaCrest Wealth Management, LLC | 2,519 | $101.8 萬 | 0.11% | +47+1.9% | 加碼 |
| Rothschild Investment LLC | 2,513 | $101.6 萬 | 0.06% | +464+22.6% | 加碼 |
| Sapient Capital LLC | 2,511 | $101.5 萬 | 0.02% | +10.0% | 加碼 |
| Hollencrest Capital Management | 2,510 | $101.5 萬 | 0.04% | +576+29.8% | 加碼 |
| Resolute Partners Group | 2,507 | $101.3 萬 | 0.25% | +10.0% | 加碼 |
| Capstone Investment Advisors, LLC | 2,488 | $100.6 萬 | 0.01% | +2,488 | 新進 |
| Plancorp, LLC | 2,479 | $100.2 萬 | 0.03% | +10+0.4% | 加碼 |
| Cigna Investments Inc | 2,466 | $99.7 萬 | 0.17% | +150+6.5% | 加碼 |
| Kiker Wealth Management, LLC | 2,442 | $98.7 萬 | 0.56% | +49+2.0% | 加碼 |
| Milestone Asset Management, LLC | 2,441 | $98.7 萬 | 0.21% | −221−8.3% | 減碼 |
| Canal Capital Management, LLC | 2,426 | $98.1 萬 | 0.15% | +1,011+71.4% | 加碼 |
| Diversify Wealth Management, LLC | 2,468 | $97.3 萬 | 0.06% | −1,960−44.3% | 減碼 |
| Laurion Capital Management LP | 2,392 | $96.7 萬 | 0.11% | +2,392 | 新進 |
| Frank, Rimerman Advisors LLC | 2,376 | $96.0 萬 | 0.06% | +1,158+95.1% | 加碼 |
| Capital Advisors Inc | 2,348 | $94.9 萬 | 0.02% | −10.0% | 減碼 |
| BridgePort Financial Solutions, LLC | 2,330 | $94.2 萬 | 0.31% | 00.0% | 不變 |
| Bokf, NA | 2,328 | $94.1 萬 | 0.02% | −735−24.0% | 減碼 |
| Park Square Financial Group, LLC | 2,320 | $93.8 萬 | 0.68% | +30+1.3% | 加碼 |
| Friedenthal Financial | 2,312 | $93.5 萬 | 0.51% | +2,312 | 新進 |
| Wealthspire Advisors, LLC | 2,289 | $92.5 萬 | 0.01% | +217+10.5% | 加碼 |
| Evergreen Capital Management LLC | 2,289 | $92.5 萬 | 0.03% | +323+16.4% | 加碼 |
| Atomi Financial Group, Inc. | 2,250 | $91.0 萬 | 0.03% | +859+61.8% | 加碼 |
| D.A. Davidson & Co. | 2,223 | $89.9 萬 | 0.01% | +926+71.4% | 加碼 |
| Heritage Wealth Advisors | 2,221 | $89.8 萬 | 0.04% | −118−5.0% | 減碼 |
| Fedenia Advisers LLC | 2,215 | $89.5 萬 | 0.42% | +2,215 | 新進 |
| Stonehearth Capital Management, LLC | 2,206 | $89.2 萬 | 0.37% | 00.0% | 不變 |
| Weaver Capital Management LLC | 2,200 | $88.9 萬 | 0.22% | +100+4.8% | 加碼 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2,200 | $88.9 萬 | 0.02% | +642+41.2% | 加碼 |
| U.S. Capital Wealth Advisors, LLC | 2,195 | $88.7 萬 | 0.03% | +291+15.3% | 加碼 |
| Empower Advisory Group, LLC | 2,178 | $88.0 萬 | 0.00% | +199+10.1% | 加碼 |
| Wick Capital Partners, LLC | 8,173 | $87.8 萬 | 0.23% | +6,127+299.5% | 加碼 |
| Q3 Asset Management | 2,162 | $87.4 萬 | 0.31% | +2,162 | 新進 |
| Advisor OS, LLC | 2,132 | $86.2 萬 | 0.08% | +77+3.7% | 加碼 |
| Great Valley Advisor Group, Inc. | 2,120 | $85.7 萬 | 0.02% | +183+9.4% | 加碼 |
| Key Client Fiduciary Advisors, LLC | 2,112 | $85.4 萬 | 0.35% | +469+28.5% | 加碼 |
| Northwestern Mutual Wealth Management Co | 2,111 | $85.3 萬 | 0.00% | +148+7.5% | 加碼 |
| Chicago Trust Co NA | 2,099 | $84.8 萬 | 0.12% | +299+16.6% | 加碼 |
| NorthCrest Asset Manangement, LLC | 2,097 | $84.7 萬 | 0.02% | +447+27.1% | 加碼 |
| Two Sigma Securities, LLC | 2,084 | $84.2 萬 | 0.10% | +682+48.6% | 加碼 |