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 4 季 13F 持有人
Strategy Inc 在 2025/12/31 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
- 982
- 較 2025 年第 3 季 −81 家
- 持有股數
- 1.75 億
- 較 2025 年第 3 季 +3,489 萬 (+25.0%)
- 總市值
- $265.7 億
- 較 2025 年第 3 季 −$184.4 億 (−41.0%)
- 新進機構
- 172
- 另有 383 家加碼
- 清倉機構
- 253
- 另有 334 家減碼
另有 24 家機構在 2025 年第 3 季持有、還沒有申報 2025 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| BayBridge Capital Group, LLC | 1,660 | $25.2 萬 | 0.16% | +1,660 | 新進 |
| Miller Capital Partners, Inc. | 1,696 | $25.8 萬 | 0.13% | +1,696 | 新進 |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,700 | $25.8 萬 | 0.01% | 00.0% | 不變 |
| Red Door Wealth Management, LLC | 1,708 | $26.0 萬 | 0.03% | +123+7.8% | 加碼 |
| Wealthspire Advisors, LLC | 1,714 | $26.0 萬 | 0.00% | +450+35.6% | 加碼 |
| Chicago Trust Co NA | 1,716 | $26.1 萬 | 0.04% | −56−3.2% | 減碼 |
| Mill Creek Capital Advisors, LLC | 1,723 | $26.2 萬 | 0.01% | −25−1.4% | 減碼 |
| Wolverine Asset Management LLC | 1,740 | $26.4 萬 | 0.00% | +1,740 | 新進 |
| McGuire Capital Advisors Inc | 1,746 | $26.5 萬 | 0.17% | +1,746 | 新進 |
| Sava Infond d.o.o. | 1,750 | $26.6 萬 | 0.04% | +900+105.9% | 加碼 |
| Souders Financial Advisors | 1,751 | $26.6 萬 | 0.03% | −144−7.6% | 減碼 |
| Empower Advisory Group, LLC | 1,752 | $26.6 萬 | 0.00% | −342−16.3% | 減碼 |
| First Financial Bankshares Inc | 1,754 | $26.7 萬 | 0.01% | 00.0% | 不變 |
| Strategic Blueprint, LLC | 1,755 | $26.7 萬 | 0.02% | +364+26.2% | 加碼 |
| Koshinski Asset Management, Inc. | 1,759 | $26.7 萬 | 0.02% | −2−0.1% | 減碼 |
| Bulltick Wealth Management, LLC | 1,763 | $26.8 萬 | 0.06% | −25−1.4% | 減碼 |
| Coldstream Capital Management Inc | 1,797 | $27.3 萬 | 0.00% | −402−18.3% | 減碼 |
| Stonehearth Capital Management, LLC | 1,797 | $27.3 萬 | 0.10% | 00.0% | 不變 |
| Evanson Asset Management, LLC | 1,803 | $27.4 萬 | 0.01% | 00.0% | 不變 |
| Victory Financial Group, LLC | 1,817 | $27.6 萬 | 0.03% | +1,817 | 新進 |
| McAdam, LLC | 1,837 | $27.9 萬 | 0.01% | +112+6.5% | 加碼 |
| LBMC Investment Advisors, LLC | 1,840 | $28.0 萬 | 0.02% | −51−2.7% | 減碼 |
| ABN AMRO Bank N.V. | 1,851 | $28.0 萬 | 0.00% | +712+62.5% | 加碼 |
| Altshuler Shaham Ltd | 1,846 | $28.1 萬 | 0.00% | +1,838+22,975.0% | 加碼 |
| Valeo Financial Advisors, LLC | 1,850 | $28.1 萬 | 0.01% | −1,576−46.0% | 減碼 |
| Syntegra Private Wealth Group, LLC | 1,851 | $28.1 萬 | 0.03% | −970−34.4% | 減碼 |
| Claro Advisors LLC | 1,853 | $28.2 萬 | 0.04% | +45+2.5% | 加碼 |
| Brown Advisory Inc | 1,857 | $28.2 萬 | 0.00% | +93+5.3% | 加碼 |
| Indivisible Partners | 1,859 | $28.2 萬 | 0.03% | +1,859 | 新進 |
| Moneta Group Investment Advisors LLC | 1,862 | $28.3 萬 | 0.00% | +272+17.1% | 加碼 |
| Lodestar Private Asset Management LLC | 1,888 | $28.7 萬 | 0.03% | 00.0% | 不變 |
| J. Safra Sarasin Holding AG | 1,889 | $28.7 萬 | 0.00% | +1,889 | 新進 |
| Clientfirst Wealth Management, LLC | 1,900 | $28.9 萬 | 0.23% | +1,900 | 新進 |
| Pinnacle Financial Partners, Inc. | 1,905 | $28.9 萬 | 0.00% | +1,905 | 新進 |
| Riverview Capital Advisers, LLC | 1,908 | $29.0 萬 | 0.09% | 00.0% | 不變 |
| Redwood Wealth Management Group, LLC | 1,910 | $29.0 萬 | 0.12% | +650+51.6% | 加碼 |
| Veracity Capital LLC | 1,926 | $29.3 萬 | 0.09% | +340+21.4% | 加碼 |
| TL Private Wealth | 1,860 | $29.3 萬 | 0.11% | +1,860 | 新進 |
| Mountain Capital Investment Advisors, Inc | 1,806 | $29.5 萬 | 0.05% | +21+1.2% | 加碼 |
| Gilman Hill Asset Management, LLC | 1,962 | $29.8 萬 | 0.05% | −3,016−60.6% | 減碼 |
| Lazard Asset Management LLC | 1,998 | $30.4 萬 | 0.00% | −5,286−72.6% | 減碼 |
| Frisch Financial Group, Inc. | 2,000 | $30.4 萬 | 0.07% | 00.0% | 不變 |
| KLCM Advisors, Inc. | 2,010 | $30.5 萬 | 0.03% | +2,010 | 新進 |
| Clearstead Advisors, LLC | 2,014 | $30.6 萬 | 0.00% | +34+1.7% | 加碼 |
| BCS Wealth Management | 2,030 | $30.8 萬 | 0.03% | +1,015+100.0% | 加碼 |
| Meeder Advisory Services, Inc. | 2,044 | $31.1 萬 | 0.01% | −1,501−42.3% | 減碼 |
| Tanager Wealth Management LLP | 2,048 | $31.1 萬 | 0.03% | +259+14.5% | 加碼 |
| Advisor OS, LLC | 2,054 | $31.2 萬 | 0.03% | −101−4.7% | 減碼 |
| Avanza Fonder AB | 2,055 | $31.2 萬 | 0.01% | +2,055 | 新進 |
| AssuredPartners Investment Advisors, LLC | 2,075 | $31.5 萬 | 0.05% | +2,075 | 新進 |
| Royal Fund Management, LLC | 2,077 | $31.6 萬 | 0.03% | +108+5.5% | 加碼 |
| Allianz SE | 2,078 | $31.6 萬 | 0.00% | −1,622−43.8% | 減碼 |
| Great Valley Advisor Group, Inc. | 2,080 | $31.7 萬 | 0.01% | −89−4.1% | 減碼 |
| Sunbelt Securities, Inc. | 2,094 | $31.8 萬 | 0.02% | +745+55.2% | 加碼 |
| Cardiff Park Advisors, LLC | 2,094 | $31.8 萬 | 0.03% | +1,330+174.1% | 加碼 |
| Avantax Planning Partners, Inc. | 2,107 | $32.0 萬 | 0.01% | +548+35.2% | 加碼 |
| LongView Wealth Management | 2,000 | $32.4 萬 | 0.08% | 00.0% | 不變 |
| 180 Wealth Advisors, LLC | 2,167 | $32.9 萬 | 0.04% | +2,167 | 新進 |
| Unique Wealth Strategies, LLC | 2,170 | $33.0 萬 | 0.13% | −600−21.7% | 減碼 |
| Wick Capital Partners, LLC | 2,171 | $33.0 萬 | 0.06% | 00.0% | 不變 |
| Discipline Wealth Solutions, LLC | 2,175 | $33.0 萬 | 0.06% | +279+14.7% | 加碼 |
| Guardian Wealth Advisors, LLC | 2,197 | $33.4 萬 | 0.02% | +443+25.3% | 加碼 |
| Ci Investments Inc. | 2,212 | $33.6 萬 | 0.00% | +426+23.9% | 加碼 |
| Phoenix Holdings Ltd. | 2,243 | $34.0 萬 | 0.00% | +797+55.1% | 加碼 |
| Texas Capital Bank Wealth Management Services Inc | 2,248 | $34.2 萬 | 0.02% | +151+7.2% | 加碼 |
| International Assets Investment Management, LLC | 2,274 | $34.6 萬 | 0.02% | +1,153+102.9% | 加碼 |
| Correct Capital Wealth Management | 2,281 | $34.7 萬 | 0.07% | −10,561−82.2% | 減碼 |
| Kera Capital Partners, Inc. | 2,321 | $34.7 萬 | 0.04% | +2,321 | 新進 |
| Sierra Capital LLC | 2,295 | $34.9 萬 | 0.04% | +2,295 | 新進 |
| Vise Technologies, Inc. | 2,299 | $34.9 萬 | 0.01% | −913−28.4% | 減碼 |
| Panagora Asset Management Inc | 2,300 | $34.9 萬 | 0.00% | +2,300 | 新進 |
| EFG International AG | 2,307 | $35.1 萬 | 0.01% | +2,307 | 新進 |
| Thoroughbred Financial Services, LLC | 2,314 | $35.1 萬 | 0.02% | +1,599+223.6% | 加碼 |
| Bokf, NA | 2,317 | $35.2 萬 | 0.01% | −6−0.3% | 減碼 |
| BridgePort Financial Solutions, LLC | 2,330 | $35.4 萬 | 0.10% | 00.0% | 不變 |
| Americana Partners, LLC | 2,372 | $36.0 萬 | 0.01% | +2,372 | 新進 |
| Aaron Wealth Advisors | 2,374 | $36.1 萬 | 0.02% | +464+24.3% | 加碼 |
| Signaturefd, LLC | 2,379 | $36.1 萬 | 0.01% | −1,400−37.0% | 減碼 |
| Greenleaf Trust | 2,399 | $36.5 萬 | 0.00% | +242+11.2% | 加碼 |
| U.S. Capital Wealth Advisors, LLC | 2,405 | $36.5 萬 | 0.01% | −439−15.4% | 減碼 |
| Modern Wealth Management, LLC | 2,423 | $36.8 萬 | 0.01% | +19+0.8% | 加碼 |
| Red Reef Advisors LLC | 2,440 | $37.1 萬 | 0.38% | +2,440 | 新進 |
| MTM Investment Management, LLC | 2,448 | $37.2 萬 | 0.12% | −2,399−49.5% | 減碼 |
| Callan Family Office, LLC | 2,464 | $37.4 萬 | 0.01% | −1,390−36.1% | 減碼 |
| Flaharty Asset Management, LLC | 2,476 | $37.6 萬 | 0.05% | +1,021+70.2% | 加碼 |
| Rahlfs Capital, LLC | 2,485 | $37.8 萬 | 0.29% | −125−4.8% | 減碼 |
| Synergy Financial Management, LLC | 2,508 | $38.1 萬 | 0.04% | −196−7.2% | 減碼 |
| Allworth Financial LP | 2,512 | $38.2 萬 | 0.00% | −295−10.5% | 減碼 |
| SeaCrest Wealth Management, LLC | 2,362 | $38.2 萬 | 0.04% | −177−7.0% | 減碼 |
| Anchyra Partners LLC | 2,533 | $38.5 萬 | 0.12% | +2,533 | 新進 |
| Cigna Investments Inc | 2,546 | $38.7 萬 | 0.06% | −43−1.7% | 減碼 |
| Rothschild Investment LLC | 2,552 | $38.8 萬 | 0.02% | −2−0.1% | 減碼 |
| T3 Companies, LLC | 2,553 | $38.8 萬 | 0.50% | +2,553 | 新進 |
| Investment Partners Asset Management, Inc. | 2,559 | $38.9 萬 | 0.24% | 00.0% | 不變 |
| Militia Capital Partners, LP | 2,560 | $38.9 萬 | 0.15% | +2,560 | 新進 |
| Diversify Advisory Services, LLC | 2,244 | $39.0 萬 | 0.01% | +514+29.7% | 加碼 |
| Formidable Asset Management, LLC | 1,215 | $39.1 萬 | 0.06% | −3,445−73.9% | 減碼 |
| Belpointe Asset Management LLC | 2,580 | $39.2 萬 | 0.01% | −314−10.9% | 減碼 |
| Crossmark Global Holdings, Inc. | 2,580 | $39.2 萬 | 0.01% | +522+25.4% | 加碼 |
| Krilogy Financial LLC | 2,445 | $39.3 萬 | 0.01% | −164−6.3% | 減碼 |