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 |
|---|---|---|---|---|---|
| ING Groep NV | 2,229 | $71.8 萬 | 0.00% | +2,229 | 新進 |
| Wealthedge Investment Advisors, LLC | 2,269 | $73.1 萬 | 0.28% | +2,269 | 新進 |
| Ethos Financial Group, LLC | 2,280 | $73.5 萬 | 0.06% | −256−10.1% | 減碼 |
| CoreCap Advisors, LLC | 2,290 | $73.8 萬 | 0.03% | +879+62.3% | 加碼 |
| Key Client Fiduciary Advisors, LLC | 2,297 | $74.0 萬 | 0.25% | +185+8.8% | 加碼 |
| Bokf, NA | 2,323 | $74.8 萬 | 0.01% | −5−0.2% | 減碼 |
| BridgePort Financial Solutions, LLC | 2,330 | $75.1 萬 | 0.20% | 00.0% | 不變 |
| LaSalle St. Investment Advisors, LLC | 2,341 | $75.4 萬 | 0.14% | +2,341 | 新進 |
| Icapital Wealth LLC | 2,400 | $77.3 萬 | 0.42% | +1,009+72.5% | 加碼 |
| Modern Wealth Management, LLC | 2,404 | $77.5 萬 | 0.02% | +1,774+281.6% | 加碼 |
| Institute for Wealth Management, LLC. | 2,427 | $78.2 萬 | 0.08% | +985+68.3% | 加碼 |
| Kiker Wealth Management, LLC | 2,469 | $79.6 萬 | 0.40% | +27+1.1% | 加碼 |
| Plancorp, LLC | 2,478 | $79.8 萬 | 0.03% | −10.0% | 減碼 |
| Dimensional Fund Advisors LP | 2,513 | $80.9 萬 | 0.00% | +446+21.6% | 加碼 |
| Everhart Financial Group, Inc. | 2,520 | $81.2 萬 | 0.08% | −42−1.6% | 減碼 |
| Johnson Investment Counsel Inc | 2,520 | $81.2 萬 | 0.01% | +1,178+87.8% | 加碼 |
| Venture Visionary Partners LLC | 2,521 | $81.2 萬 | 0.03% | −1,008−28.6% | 減碼 |
| National Wealth Management Group, LLC | 2,528 | $81.5 萬 | 0.31% | +2,528 | 新進 |
| NVWM, LLC | 2,536 | $81.7 萬 | 0.18% | −17−0.7% | 減碼 |
| Rothschild Investment LLC | 2,554 | $82.3 萬 | 0.05% | +41+1.6% | 加碼 |
| Investment Partners Asset Management, Inc. | 2,559 | $82.5 萬 | 0.54% | 00.0% | 不變 |
| Cigna Investments Inc | 2,589 | $83.4 萬 | 0.12% | +123+5.0% | 加碼 |
| SeaCrest Wealth Management, LLC | 2,539 | $84.0 萬 | 0.09% | +20+0.8% | 加碼 |
| Rahlfs Capital, LLC | 2,610 | $84.1 萬 | 0.67% | 00.0% | 不變 |
| Ausdal Financial Partners, Inc. | 2,618 | $84.4 萬 | 0.04% | −49−1.8% | 減碼 |
| Canal Capital Management, LLC | 2,651 | $85.4 萬 | 0.13% | +225+9.3% | 加碼 |
| Prospect Financial Services LLC | 2,658 | $85.6 萬 | 0.49% | +1,148+76.0% | 加碼 |
| Trifecta Capital Advisors, LLC | 2,660 | $85.7 萬 | 0.13% | +2,660 | 新進 |
| Curran Financial Partners, LLC | 2,685 | $86.5 萬 | 0.17% | +5+0.2% | 加碼 |
| Allegheny Financial Group LTD | 2,693 | $86.8 萬 | 0.16% | +661+32.5% | 加碼 |
| Gsa Capital Partners LLP | 2,734 | $88.1 萬 | 0.07% | −3,996−59.4% | 減碼 |
| MBL Wealth, LLC | 2,743 | $88.4 萬 | 0.08% | +1,916+231.7% | 加碼 |
| Unique Wealth Strategies, LLC | 2,770 | $89.3 萬 | 0.35% | +100+3.7% | 加碼 |
| Van Hulzen Asset Management, LLC | 2,778 | $89.5 萬 | 0.07% | +150+5.7% | 加碼 |
| Caisse des Depots Et Consignations | 2,779 | $89.5 萬 | 0.04% | +2,779 | 新進 |
| Allworth Financial LP | 2,807 | $90.5 萬 | 0.00% | +103+3.8% | 加碼 |
| Woodward Diversified Capital, LLC | 2,817 | $90.8 萬 | 0.42% | +924+48.8% | 加碼 |
| Syntegra Private Wealth Group, LLC | 2,821 | $90.9 萬 | 0.09% | +204+7.8% | 加碼 |
| Massmutual Trust Co FSB | 2,822 | $90.9 萬 | 0.02% | +24+0.9% | 加碼 |
| DecisionMap Wealth Management, LLC | 2,826 | $91.1 萬 | 0.58% | −13−0.5% | 減碼 |
| IFP Advisors, Inc | 2,838 | $91.4 萬 | 0.02% | −2,067−42.1% | 減碼 |
| Am Investment Strategies LLC | 2,842 | $91.6 萬 | 0.20% | +1,408+98.2% | 加碼 |
| U.S. Capital Wealth Advisors, LLC | 2,844 | $91.6 萬 | 0.02% | +649+29.6% | 加碼 |
| Baader Bank INC | 4,604 | $91.7 萬 | 0.08% | +4,604 | 新進 |
| Shell Asset Management Co | 2,848 | $91.8 萬 | 0.09% | +268+10.4% | 加碼 |
| TCG Advisory Services, LLC | 2,861 | $92.2 萬 | 0.03% | −484−14.5% | 減碼 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 2,861 | $92.2 萬 | 0.05% | +1,243+76.8% | 加碼 |
| Garden State Investment Advisory Services LLC | 2,865 | $92.3 萬 | 0.23% | 00.0% | 不變 |
| Belpointe Asset Management LLC | 2,894 | $93.2 萬 | 0.04% | +320+12.4% | 加碼 |
| Fifth Third Bancorp | 2,901 | $93.5 萬 | 0.00% | −3,620−55.5% | 減碼 |
| AE Wealth Management LLC | 2,904 | $93.6 萬 | 0.01% | −9,298−76.2% | 減碼 |
| Monograph Wealth Advisors, LLC | 2,936 | $94.6 萬 | 0.10% | −5,019−63.1% | 減碼 |
| Capital Group Investment Management Pte. Ltd. | 2,943 | $94.8 萬 | 0.16% | 00.0% | 不變 |
| Matauro, LLC | 2,950 | $95.1 萬 | 0.15% | −98−3.2% | 減碼 |
| BluePath Capital Management, LLC | 2,968 | $95.6 萬 | 0.70% | +373+14.4% | 加碼 |
| Nwam LLC | 3,029 | $95.6 萬 | 0.05% | −213−6.6% | 減碼 |
| Close Asset Management Ltd | 2,996 | $96.5 萬 | 0.02% | −96−3.1% | 減碼 |
| Alphadyne Asset Management LP | 2,999 | $96.6 萬 | 0.65% | +2,999 | 新進 |
| Savvy Advisors, Inc. | 3,010 | $97.0 萬 | 0.04% | +278+10.2% | 加碼 |
| Peapack Gladstone Financial Corp | 3,055 | $98.4 萬 | 0.01% | 00.0% | 不變 |
| Synergy Financial Management, LLC | 2,704 | $98.7 萬 | 0.04% | +1,997+282.5% | 加碼 |
| Farrell Financial LLC | 3,100 | $99.9 萬 | 0.63% | 00.0% | 不變 |
| III Capital Management | 3,100 | $99.9 萬 | 0.24% | +2,510+425.4% | 加碼 |
| Parallel Advisors, LLC | 3,123 | $100.6 萬 | 0.02% | −908−22.5% | 減碼 |
| STF Management LP | 3,132 | $100.9 萬 | 0.37% | +30+1.0% | 加碼 |
| Means Investment Co., Inc. | 3,168 | $102.1 萬 | 0.09% | −22−0.7% | 減碼 |
| PFG Investments, LLC | 3,180 | $102.5 萬 | 0.05% | +556+21.2% | 加碼 |
| Tradition Wealth Management, LLC | 3,186 | $102.7 萬 | 0.08% | +66+2.1% | 加碼 |
| Masso Torrence Wealth Management Inc. | 3,210 | $103.4 萬 | 0.43% | −100−3.0% | 減碼 |
| Glenmede Investment Management, LP | 3,210 | $103.4 萬 | 0.00% | −51−1.6% | 減碼 |
| Vise Technologies, Inc. | 3,212 | $103.5 萬 | 0.04% | −119−3.6% | 減碼 |
| Bellecapital International Ltd. | 3,240 | $104.4 萬 | 0.17% | +332+11.4% | 加碼 |
| Convergence Financial, LLC | 3,260 | $105.0 萬 | 0.16% | +101+3.2% | 加碼 |
| Summit Trail Advisors, LLC | 3,261 | $105.1 萬 | 0.01% | +327+11.1% | 加碼 |
| Raiffeisen Bank International AG | 3,238 | $105.7 萬 | 0.01% | +2,038+169.8% | 加碼 |
| Ritholtz Wealth Management | 3,286 | $105.9 萬 | 0.02% | +1,499+83.9% | 加碼 |
| Lauer Wealth, LLC | 3,575 | $106.1 萬 | 0.78% | +1,865+109.1% | 加碼 |
| Capital Group Private Client Services, Inc. | 3,317 | $106.9 萬 | 0.02% | −11,442−77.5% | 減碼 |
| AXS Investments LLC | 3,413 | $110.0 萬 | 0.35% | +137+4.2% | 加碼 |
| Valeo Financial Advisors, LLC | 3,426 | $110.4 萬 | 0.03% | −73−2.1% | 減碼 |
| Yousif Capital Management, LLC | 3,430 | $110.5 萬 | 0.01% | +320+10.3% | 加碼 |
| Pennsylvania Capital Management Inc | 3,441 | $110.9 萬 | 0.32% | +2+0.1% | 加碼 |
| Meeder Advisory Services, Inc. | 3,545 | $114.2 萬 | 0.05% | +62+1.8% | 加碼 |
| Howard Capital Management Inc. | 3,584 | $115.5 萬 | 0.02% | +3,584 | 新進 |
| Soltis Investment Advisors LLC | 3,629 | $116.9 萬 | 0.08% | +2,767+321.0% | 加碼 |
| HB Wealth Management, LLC | 3,649 | $117.6 萬 | 0.01% | +588+19.2% | 加碼 |
| Harbour Investments, Inc. | 3,676 | $118.4 萬 | 0.03% | −635−14.7% | 減碼 |
| Allianz SE | 3,700 | $119.2 萬 | 0.03% | +2,510+210.9% | 加碼 |
| Fieldview Capital Management, LLC | 3,704 | $119.3 萬 | 0.20% | +3,704 | 新進 |
| Client 1st Advisory Group, LLC | 3,745 | $120.7 萬 | 0.40% | +1,777+90.3% | 加碼 |
| Fort Point Capital Partners LLC | 3,766 | $121.3 萬 | 0.16% | −653−14.8% | 減碼 |
| Ballentine Partners, LLC | 3,774 | $121.6 萬 | 0.02% | −176−4.5% | 減碼 |
| Signaturefd, LLC | 3,779 | $121.8 萬 | 0.02% | −420−10.0% | 減碼 |
| Ieq Capital, LLC | 3,797 | $122.3 萬 | 0.00% | +3,298+660.9% | 加碼 |
| Callan Family Office, LLC | 3,854 | $124.2 萬 | 0.04% | +38+1.0% | 加碼 |
| Magnus Financial Group LLC | 3,880 | $125.0 萬 | 0.10% | +220+6.0% | 加碼 |
| United Asset Strategies, Inc. | 3,885 | $125.2 萬 | 0.10% | +2,305+145.9% | 加碼 |
| Azzad Asset Management Inc | 3,898 | $125.6 萬 | 0.12% | +146+3.9% | 加碼 |
| Brand Asset Management Group, Inc. | 3,924 | $126.4 萬 | 0.36% | +3,924 | 新進 |
| Insigneo Advisory Services, LLC | 3,925 | $126.5 萬 | 0.09% | −728−15.6% | 減碼 |