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 |
|---|---|---|---|---|---|
| Sequoia Financial Advisors, LLC | 6,768 | $218.1 萬 | 0.01% | −319−4.5% | 減碼 |
| Banque Transatlantique SA | 6,515 | $220.7 萬 | 0.05% | −1,772−21.4% | 減碼 |
| Aptus Capital Advisors, LLC | 6,867 | $221.3 萬 | 0.02% | +6+0.1% | 加碼 |
| Ambassador Advisors, LLC | 6,873 | $221.5 萬 | 0.33% | 00.0% | 不變 |
| Neuberger Berman Group LLC | 6,937 | $223.5 萬 | 0.00% | −90,964−92.9% | 減碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 6,948 | $223.9 萬 | 0.15% | +663+10.5% | 加碼 |
| China Universal Asset Management Co., Ltd. | 6,967 | $224.5 萬 | 0.19% | +1,205+20.9% | 加碼 |
| FIL Ltd | 6,975 | $224.7 萬 | 0.00% | +6,063+664.8% | 加碼 |
| Signal Advisors Wealth, LLC | 7,008 | $225.8 萬 | 0.20% | +727+11.6% | 加碼 |
| Navellier & Associates Inc | 7,011 | $225.9 萬 | 0.23% | +883+14.4% | 加碼 |
| Dynamic Advisor Solutions LLC | 7,032 | $226.6 萬 | 0.07% | +200+2.9% | 加碼 |
| Partners Wealth Management, LLC | 7,079 | $228.1 萬 | 2.25% | −104−1.4% | 減碼 |
| AIA Group Ltd | 7,091 | $228.5 萬 | 0.04% | +1,236+21.1% | 加碼 |
| Traphagen Investment Advisors LLC | 7,163 | $230.8 萬 | 0.20% | −51−0.7% | 減碼 |
| Wahed Invest LLC | 7,165 | $230.9 萬 | 0.32% | +375+5.5% | 加碼 |
| Davenport & Co LLC | 7,174 | $231.2 萬 | 0.01% | −1,856−20.6% | 減碼 |
| Pensionmark Financial Group, LLC | 7,177 | $231.3 萬 | 0.05% | +498+7.5% | 加碼 |
| Lazard Asset Management LLC | 7,284 | $234.7 萬 | 0.00% | +717+10.9% | 加碼 |
| Kingsview Wealth Management, LLC | 7,313 | $235.6 萬 | 0.04% | +262+3.7% | 加碼 |
| Invictus Private Wealth, LLC | 7,415 | $238.9 萬 | 0.15% | +2,225+42.9% | 加碼 |
| Gladstone Institutional Advisory LLC | 7,429 | $239.4 萬 | 0.09% | −772−9.4% | 減碼 |
| Legacy Wealth Managment, LLC | 7,482 | $241.1 萬 | 1.09% | +671+9.9% | 加碼 |
| Sigma Planning Corp | 7,483 | $241.1 萬 | 0.07% | +746+11.1% | 加碼 |
| Verus Capital Partners, LLC | 7,500 | $241.7 萬 | 0.19% | −371−4.7% | 減碼 |
| Ewing Morris & Co. Investment Partners Ltd. | 7,544 | $243.1 萬 | 1.04% | −1,882−20.0% | 減碼 |
| Norinchukin Bank, The | 7,545 | $243.1 萬 | 0.03% | −25−0.3% | 減碼 |
| Vivid Wealth Management, LLC | 7,647 | $246.4 萬 | 0.98% | +313+4.3% | 加碼 |
| Strategic Advocates LLC | 7,690 | $247.8 萬 | 0.65% | −304−3.8% | 減碼 |
| Sepio Capital, LP | 7,697 | $248.0 萬 | 0.15% | +415+5.7% | 加碼 |
| Farther Finance Advisors, LLC | 7,804 | $251.4 萬 | 0.04% | +463+6.3% | 加碼 |
| Wallace Hart LLC | 7,940 | $255.8 萬 | 1.88% | −2,953−27.1% | 減碼 |
| Geneos Wealth Management Inc. | 7,997 | $257.7 萬 | 0.07% | −504−5.9% | 減碼 |
| Baird Financial Group, Inc. | 8,154 | $262.7 萬 | 0.00% | −4,294−34.5% | 減碼 |
| GTS Securities LLC | 8,205 | $264.4 萬 | 0.10% | +6,635+422.6% | 加碼 |
| Maridea Wealth Management LLC | 8,959 | $265.7 萬 | 0.41% | +2,176+32.1% | 加碼 |
| Empowered Funds, LLC | 8,273 | $266.6 萬 | 0.03% | +2,353+39.7% | 加碼 |
| Comerica Bank | 8,279 | $266.7 萬 | 0.01% | +3,856+87.2% | 加碼 |
| Marathon Trading Investment Management LLC | 8,380 | $270.0 萬 | 1.14% | −4,986−37.3% | 減碼 |
| Assenagon Asset Management S.A. | 8,484 | $273.4 萬 | 0.00% | +1,419+20.1% | 加碼 |
| ZEGA Investments, LLC | 8,769 | $282.5 萬 | 0.65% | +3,082+54.2% | 加碼 |
| Ameritas Investment Partners, Inc. | 8,802 | $283.6 萬 | 0.09% | +489+5.9% | 加碼 |
| RiverFront Investment Group, LLC | 8,810 | $283.9 萬 | 0.05% | 00.0% | 不變 |
| Quantbot Technologies LP | 8,931 | $287.8 萬 | 0.08% | −13,365−59.9% | 減碼 |
| Tokio Marine Asset Management Co Ltd | 9,005 | $290.2 萬 | 0.10% | +607+7.2% | 加碼 |
| Intech Investment Management LLC | 9,054 | $291.7 萬 | 0.03% | −1,029−10.2% | 減碼 |
| Prospera Financial Services Inc | 9,170 | $295.5 萬 | 0.05% | −24,938−73.1% | 減碼 |
| B. Metzler seel. Sohn & Co. AG | 9,175 | $295.6 萬 | 0.03% | +457+5.2% | 加碼 |
| Northwestern Mutual Wealth Management Co | 9,204 | $296.6 萬 | 0.00% | +7,093+336.0% | 加碼 |
| Axxcess Wealth Management, LLC | 9,216 | $296.9 萬 | 0.06% | +1,056+12.9% | 加碼 |
| Newbridge Financial Services Group, Inc. | 9,248 | $298.0 萬 | 0.45% | +8,475+1,096.4% | 加碼 |
| JPL Wealth Management, LLC | 9,395 | $302.7 萬 | 0.72% | +9,395 | 新進 |
| Cerity Partners LLC | 9,444 | $303.9 萬 | 0.00% | −144−1.5% | 減碼 |
| Dymon Asia Capital (Singapore) Pte. Ltd. | 9,443 | $304.3 萬 | 1.22% | +6,252+195.9% | 加碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 9,533 | $306.1 萬 | 0.02% | +53+0.6% | 加碼 |
| Stratos Wealth Advisors, LLC | 9,576 | $308.6 萬 | 0.15% | +1,020+11.9% | 加碼 |
| Allstate Corp | 9,590 | $309.0 萬 | 0.07% | +9,590 | 新進 |
| Sovran Advisors, LLC | 12,195 | $310.4 萬 | 0.27% | +2,065+20.4% | 加碼 |
| Voya Investment Management LLC | 9,663 | $311.4 萬 | 0.00% | −46,736−82.9% | 減碼 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 9,716 | $313.0 萬 | 0.10% | −792−7.5% | 減碼 |
| Visionary Wealth Advisors | 9,756 | $314.3 萬 | 0.15% | +238+2.5% | 加碼 |
| Tred Avon Family Wealth, LLC | 9,768 | $314.7 萬 | 1.08% | +9,768 | 新進 |
| Bridgewater Associates, LP | 9,994 | $322.0 萬 | 0.01% | +2,830+39.5% | 加碼 |
| J.W. Cole Advisors, Inc. | 10,179 | $328.0 萬 | 0.06% | −83−0.8% | 減碼 |
| Scotia Capital Inc. | 10,327 | $332.7 萬 | 0.01% | +9,239+849.2% | 加碼 |
| Virtu Financial LLC | 10,342 | $333.2 萬 | 0.19% | +10,342 | 新進 |
| Wellington Management Group LLP | 10,621 | $342.2 萬 | 0.00% | +2,576+32.0% | 加碼 |
| Wedbush Securities Inc | 10,932 | $352.2 萬 | 0.12% | +745+7.3% | 加碼 |
| Argent Advisors, Inc. | 11,000 | $354.4 萬 | 1.05% | −4,000−26.7% | 減碼 |
| Spire Wealth Management | 11,038 | $355.6 萬 | 0.12% | −767−6.5% | 減碼 |
| Point72 Asia (Singapore) Pte. Ltd. | 11,270 | $363.1 萬 | 0.56% | +11,270 | 新進 |
| Allianz Asset Management GmbH | 11,433 | $368.4 萬 | 0.00% | +695+6.5% | 加碼 |
| Point72 (DIFC) Ltd | 11,452 | $369.0 萬 | 0.26% | +11,452 | 新進 |
| M&T Bank Corp | 11,565 | $372.6 萬 | 0.01% | −2,574−18.2% | 減碼 |
| Cavalier Investments, LLC | 11,627 | $374.6 萬 | 1.51% | +11,627 | 新進 |
| AG2R la Mondiale Gestion D'Actifs | 9,324 | $376.9 萬 | 0.19% | 00.0% | 不變 |
| The PNC Financial Services Group, Inc. | 11,738 | $378.2 萬 | 0.00% | +1,613+15.9% | 加碼 |
| CI Private Wealth, LLC | 11,804 | $380.4 萬 | 0.01% | −136,250−92.0% | 減碼 |
| Merit Financial Group, LLC | 11,838 | $381.4 萬 | 0.04% | +986+9.1% | 加碼 |
| CIBC Private Wealth Group, LLC | 11,940 | $384.7 萬 | 0.01% | −2,240−15.8% | 減碼 |
| SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co | 15,265 | $385.0 萬 | 2.74% | +3,668+31.6% | 加碼 |
| Capital International Inc | 12,117 | $390.4 萬 | 0.03% | +471+4.0% | 加碼 |
| Stratos Wealth Partners, LTD. | 12,158 | $391.7 萬 | 0.05% | +1,049+9.4% | 加碼 |
| Investment Management Corp of Ontario | 12,215 | $393.6 萬 | 0.06% | +6,115+100.2% | 加碼 |
| Dai-Ichi Life Insurance Company, Ltd | 12,263 | $395.1 萬 | 0.10% | 00.0% | 不變 |
| Federation des caisses Desjardins du Quebec | 12,272 | $395.4 萬 | 0.02% | +1,417+13.1% | 加碼 |
| Perigon Wealth Management, LLC | 12,349 | $397.9 萬 | 0.08% | +1,124+10.0% | 加碼 |
| AQR Capital Management LLC | 12,520 | $403.4 萬 | 0.00% | −10,049−44.5% | 減碼 |
| Captrust Financial Advisors | 12,561 | $404.7 萬 | 0.01% | +2,657+26.8% | 加碼 |
| Ethic Inc. | 12,641 | $407.3 萬 | 0.07% | +9,741+335.9% | 加碼 |
| Paradigm Financial Partners, LLC | 12,709 | $409.5 萬 | 0.42% | −946−6.9% | 減碼 |
| Colony Group, LLC | 12,756 | $411.0 萬 | 0.01% | +7,625+148.6% | 加碼 |
| Chicago Partners Investment Group LLC | 14,524 | $413.4 萬 | 0.11% | +2,771+23.6% | 加碼 |
| Correct Capital Wealth Management | 12,842 | $413.8 萬 | 0.76% | −55,879−81.3% | 減碼 |
| Sky-Mountain Capital Management, Inc. | 14,907 | $418.6 萬 | 2.92% | −21,522−59.1% | 減碼 |
| Engineers Gate Manager LP | 13,060 | $420.8 萬 | 0.05% | +8,060+161.2% | 加碼 |
| Apollon Wealth Management, LLC | 13,089 | $421.7 萬 | 0.08% | +267+2.1% | 加碼 |
| Maryland State Retirement & Pension System | 13,168 | $424.3 萬 | 0.09% | +1,028+8.5% | 加碼 |
| Gulf International Bank (UK) Ltd | 13,249 | $426.9 萬 | 0.14% | +475+3.7% | 加碼 |
| Stevens Capital Management LP | 13,273 | $427.7 萬 | 0.57% | −75,704−85.1% | 減碼 |
| Capstone Investment Advisors, LLC | 13,360 | $430.5 萬 | 0.04% | +10,872+437.0% | 加碼 |