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 3 季 13F 持有人
Strategy Inc 在 2025/9/30 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
- 1,087
- 較 2025 年第 2 季 −52 家
- 持有股數
- 1.40 億
- 較 2025 年第 2 季 +1,173 萬 (+9.1%)
- 總市值
- $451.2 億
- 較 2025 年第 2 季 −$66.5 億 (−12.8%)
- 新進機構
- 124
- 另有 503 家加碼
- 清倉機構
- 176
- 另有 323 家減碼
另有 22 家機構在 2025 年第 2 季持有、還沒有申報 2025 年第 3 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Innovative Advisory Group, LLC | 1,507 | $48.6 萬 | 0.32% | −15−1.0% | 減碼 |
| Sterling Capital Management LLC | 1,518 | $48.9 萬 | 0.01% | +46+3.1% | 加碼 |
| Westmount Partners, LLC | 1,470 | $49.7 萬 | 0.13% | +891+153.9% | 加碼 |
| Calamos Wealth Management LLC | 1,547 | $49.8 萬 | 0.02% | +1,547 | 新進 |
| Portside Wealth Group, LLC | 1,552 | $50.0 萬 | 0.07% | +106+7.3% | 加碼 |
| Avantax Planning Partners, Inc. | 1,559 | $50.2 萬 | 0.01% | +353+29.3% | 加碼 |
| Hollencrest Capital Management | 1,562 | $50.3 萬 | 0.02% | −948−37.8% | 減碼 |
| Alpine Global Management, LLC | 1,570 | $50.6 萬 | 0.10% | −71−4.3% | 減碼 |
| Unique Wealth, LLC | 1,574 | $50.7 萬 | 0.07% | −81−4.9% | 減碼 |
| Citrine Capital LLC | 1,579 | $50.9 萬 | 0.24% | −378−19.3% | 減碼 |
| One Capital Management, LLC | 1,581 | $50.9 萬 | 0.02% | 00.0% | 不變 |
| Red Door Wealth Management, LLC | 1,585 | $51.1 萬 | 0.05% | +17+1.1% | 加碼 |
| Veracity Capital LLC | 1,586 | $51.1 萬 | 0.16% | +224+16.4% | 加碼 |
| Moneta Group Investment Advisors LLC | 1,590 | $51.2 萬 | 0.00% | +191+13.7% | 加碼 |
| Mutual Advisors, LLC | 1,804 | $51.4 萬 | 0.01% | +454+33.6% | 加碼 |
| Milestone Asset Management, LLC | 1,596 | $51.4 萬 | 0.10% | −845−34.6% | 減碼 |
| Consolidated Capital Management, LLC | 1,600 | $51.6 萬 | 0.18% | 00.0% | 不變 |
| MB, Levis & Associates, LLC | 1,600 | $51.6 萬 | 0.22% | 00.0% | 不變 |
| Groupe la Francaise | 1,860 | $51.7 萬 | 0.01% | +1,860 | 新進 |
| Dillon & Associates Inc | 1,605 | $51.7 萬 | 0.07% | +135+9.2% | 加碼 |
| Certior Financial Group, LLC | 1,605 | $51.7 萬 | 0.35% | −1−0.1% | 減碼 |
| Crosspoint Financial, LLC | 1,606 | $51.7 萬 | 1.27% | 00.0% | 不變 |
| Centurion Wealth Management LLC | 1,615 | $52.0 萬 | 0.12% | 00.0% | 不變 |
| Oakwell Private Wealth Management, LLC | 1,618 | $52.1 萬 | 0.10% | +1,618 | 新進 |
| Altus Wealth Group LLC | 1,624 | $52.3 萬 | 0.21% | −1−0.1% | 減碼 |
| Fiduciary Planning LLC | 1,626 | $52.4 萬 | 0.16% | +20+1.2% | 加碼 |
| Resources Investment Advisors, LLC. | 1,640 | $52.8 萬 | 0.01% | +830+102.5% | 加碼 |
| Envestnet Portfolio Solutions, Inc. | 1,661 | $53.5 萬 | 0.00% | +897+117.4% | 加碼 |
| SummitTX Capital, L.P. | 1,680 | $54.1 萬 | 0.02% | +280+20.0% | 加碼 |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,700 | $54.8 萬 | 0.02% | +500+41.7% | 加碼 |
| TSFG, LLC | 1,708 | $55.0 萬 | 0.09% | +132+8.4% | 加碼 |
| MJP Associates Inc | 1,723 | $55.5 萬 | 0.07% | +9+0.5% | 加碼 |
| McAdam, LLC | 1,725 | $55.6 萬 | 0.03% | +423+32.5% | 加碼 |
| Sagespring Wealth Partners, LLC | 1,738 | $56.0 萬 | 0.01% | −244−12.3% | 減碼 |
| Mill Creek Capital Advisors, LLC | 1,748 | $56.3 萬 | 0.01% | +48+2.8% | 加碼 |
| First Financial Bankshares Inc | 1,754 | $56.5 萬 | 0.01% | 00.0% | 不變 |
| Guardian Wealth Advisors, LLC | 1,754 | $56.5 萬 | 0.04% | −18−1.0% | 減碼 |
| Diligent Investors, LLC | 1,757 | $56.6 萬 | 0.14% | −1,110−38.7% | 減碼 |
| Koshinski Asset Management, Inc. | 1,761 | $56.7 萬 | 0.04% | +13+0.7% | 加碼 |
| BCJ Capital Management, LLC | 1,763 | $56.8 萬 | 0.03% | −266−13.1% | 減碼 |
| Brown Advisory Inc | 1,764 | $56.8 萬 | 0.00% | −3,641−67.4% | 減碼 |
| Custom Index Systems, LLC | 1,767 | $56.9 萬 | 0.17% | +617+53.7% | 加碼 |
| Smith, Moore & Co. | 1,768 | $57.0 萬 | 0.04% | +37+2.1% | 加碼 |
| Chicago Trust Co NA | 1,772 | $57.1 萬 | 0.08% | −327−15.6% | 減碼 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1,774 | $57.2 萬 | 0.01% | −426−19.4% | 減碼 |
| Ci Investments Inc. | 1,786 | $57.5 萬 | 0.00% | +265+17.4% | 加碼 |
| Bulltick Wealth Management, LLC | 1,788 | $57.6 萬 | 0.14% | +25+1.4% | 加碼 |
| Tanager Wealth Management LLP | 1,789 | $57.6 萬 | 0.06% | +118+7.1% | 加碼 |
| CWA Asset Management Group, LLC | 1,794 | $57.8 萬 | 0.02% | +44+2.5% | 加碼 |
| Stonehearth Capital Management, LLC | 1,797 | $57.9 萬 | 0.22% | −409−18.5% | 減碼 |
| Evanson Asset Management, LLC | 1,803 | $58.1 萬 | 0.03% | 00.0% | 不變 |
| Claro Advisors LLC | 1,808 | $58.3 萬 | 0.09% | −236−11.5% | 減碼 |
| Norden Group LLC | 1,825 | $58.8 萬 | 0.06% | +573+45.8% | 加碼 |
| Clear Creek Financial Management, LLC | 1,829 | $58.9 萬 | 0.05% | +354+24.0% | 加碼 |
| Los Angeles Capital Management LLC | 1,849 | $59.6 萬 | 0.00% | +585+46.3% | 加碼 |
| First Heartland Consultants, Inc. | 1,855 | $59.8 萬 | 0.05% | +577+45.1% | 加碼 |
| Schonfeld Strategic Advisors LLC | 1,865 | $60.1 萬 | 0.00% | −69,308−97.4% | 減碼 |
| Mountain Capital Investment Advisors, Inc | 1,785 | $60.4 萬 | 0.11% | +543+43.7% | 加碼 |
| Andina Capital Management, LLC | 1,875 | $60.4 萬 | 0.34% | +1,182+170.6% | 加碼 |
| Lodestar Private Asset Management LLC | 1,888 | $60.8 萬 | 0.06% | +18+1.0% | 加碼 |
| LBMC Investment Advisors, LLC | 1,891 | $60.9 萬 | 0.04% | +1,891 | 新進 |
| Souders Financial Advisors | 1,895 | $61.1 萬 | 0.07% | −92−4.6% | 減碼 |
| Discipline Wealth Solutions, LLC | 1,896 | $61.1 萬 | 0.16% | +653+52.5% | 加碼 |
| Prakash Investment Advisors LLC | 1,900 | $61.2 萬 | 0.44% | +1,900 | 新進 |
| Wetherby Asset Management Inc | 1,902 | $61.3 萬 | 0.03% | −135−6.6% | 減碼 |
| Riverview Capital Advisers, LLC | 1,908 | $61.5 萬 | 0.18% | 00.0% | 不變 |
| Aaron Wealth Advisors | 1,910 | $61.5 萬 | 0.04% | +794+71.1% | 加碼 |
| Atomi Financial Group, Inc. | 1,918 | $61.8 萬 | 0.02% | −332−14.8% | 減碼 |
| Copperleaf Capital, LLC | 1,942 | $62.6 萬 | 0.30% | +1,942 | 新進 |
| Wolverine Trading, LLC | 1,934 | $63.1 萬 | 0.01% | −80,999−97.7% | 減碼 |
| San Luis Wealth Advisors LLC | 1,960 | $63.2 萬 | 0.11% | −718−26.8% | 減碼 |
| Evergreen Capital Management LLC | 1,963 | $63.2 萬 | 0.02% | −326−14.2% | 減碼 |
| Royal Fund Management, LLC | 1,969 | $63.4 萬 | 0.08% | −1,623−45.2% | 減碼 |
| Clearstead Advisors, LLC | 1,980 | $63.8 萬 | 0.01% | −95−4.6% | 減碼 |
| Nicholas Investment Partners, LP | 1,997 | $64.3 萬 | 0.05% | 00.0% | 不變 |
| American Asset Management Inc. | 2,000 | $64.4 萬 | 0.58% | 00.0% | 不變 |
| LongView Wealth Management | 2,000 | $64.4 萬 | 0.17% | 00.0% | 不變 |
| Frisch Financial Group, Inc. | 2,000 | $64.4 萬 | 0.15% | 00.0% | 不變 |
| Hoey Investments, Inc | 2,000 | $64.4 萬 | 0.09% | +350+21.2% | 加碼 |
| Ionic Capital Management LLC | 2,002 | $64.5 萬 | 0.72% | +1,070+114.8% | 加碼 |
| Oak Thistle LLC | 2,040 | $65.7 萬 | 0.10% | −646−24.1% | 減碼 |
| Crossmark Global Holdings, Inc. | 2,058 | $66.3 萬 | 0.01% | +136+7.1% | 加碼 |
| Krilogy Financial LLC | 2,609 | $66.5 萬 | 0.02% | +2,609 | 新進 |
| Picton Mahoney Asset Management | 2,069 | $66.6 萬 | 0.01% | +2,069 | 新進 |
| We Are One Seven, LLC | 2,070 | $66.7 萬 | 0.02% | +811+64.4% | 加碼 |
| Mesirow Financial Investment Management, Inc. | 2,073 | $66.8 萬 | 0.01% | +73+3.7% | 加碼 |
| Grimes & Company, Inc. | 2,082 | $67.1 萬 | 0.02% | +1,505+260.8% | 加碼 |
| Patient Capital Management, LLC | 2,092 | $67.4 萬 | 0.03% | +2,092 | 新進 |
| Empower Advisory Group, LLC | 2,094 | $67.5 萬 | 0.00% | −84−3.9% | 減碼 |
| Principal Securities, Inc. | 2,095 | $67.5 萬 | 0.01% | +438+26.4% | 加碼 |
| Texas Capital Bank Wealth Management Services Inc | 2,097 | $67.6 萬 | 0.06% | +404+23.9% | 加碼 |
| Sig Brokerage, LP | 2,101 | $67.7 萬 | 0.17% | +2,101 | 新進 |
| Advisor OS, LLC | 2,155 | $69.4 萬 | 0.06% | +23+1.1% | 加碼 |
| Greenleaf Trust | 2,157 | $69.5 萬 | 0.01% | −2,639−55.0% | 減碼 |
| NorthCrest Asset Manangement, LLC | 2,128 | $69.9 萬 | 0.02% | +31+1.5% | 加碼 |
| Great Valley Advisor Group, Inc. | 2,169 | $69.9 萬 | 0.01% | +49+2.3% | 加碼 |
| Wick Capital Partners, LLC | 2,171 | $70.0 萬 | 0.17% | −6,002−73.4% | 減碼 |
| Capital Advisors Inc | 2,176 | $70.1 萬 | 0.01% | −172−7.3% | 減碼 |
| Coldstream Capital Management Inc | 2,199 | $70.8 萬 | 0.01% | +462+26.6% | 加碼 |
| D.A. Davidson & Co. | 2,213 | $71.3 萬 | 0.00% | −10−0.4% | 減碼 |