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 |
|---|---|---|---|---|---|
| HighPoint Advisor Group LLC | 8,038 | $122.1 萬 | 0.03% | +2,857+55.1% | 加碼 |
| Verus Capital Partners, LLC | 8,072 | $122.7 萬 | 0.08% | +572+7.6% | 加碼 |
| Nisa Investment Advisors, LLC | 8,130 | $123.5 萬 | 0.00% | −18,629−69.6% | 減碼 |
| LCM Capital Management Inc | 8,139 | $123.7 萬 | 0.60% | +3,048+59.9% | 加碼 |
| Alchemi Wealth, LLC | 8,292 | $126.0 萬 | 0.69% | +8,292 | 新進 |
| Polianta Ltd | 8,300 | $126.1 萬 | 0.17% | +4,000+93.0% | 加碼 |
| J.W. Cole Advisors, Inc. | 10,032 | $127.2 萬 | 0.03% | −147−1.4% | 減碼 |
| Johns Hopkins University | 8,400 | $127.6 萬 | 0.09% | +8,400 | 新進 |
| Wallace Hart LLC | 8,440 | $128.2 萬 | 0.95% | +500+6.3% | 加碼 |
| Assenagon Asset Management S.A. | 8,448 | $128.4 萬 | 0.00% | −36−0.4% | 減碼 |
| B. Metzler seel. Sohn & Co. AG | 8,604 | $130.7 萬 | 0.01% | −571−6.2% | 減碼 |
| Boothbay Fund Management, LLC | 8,672 | $131.8 萬 | 0.03% | +7,688+781.3% | 加碼 |
| Thompson David Blair | 8,674 | $131.8 萬 | 0.75% | +8,674 | 新進 |
| Osmosis Investment Management UK Ltd | 8,731 | $132.7 萬 | 0.03% | +8,731 | 新進 |
| Global Retirement Partners, LLC | 8,745 | $132.9 萬 | 0.02% | −6,109−41.1% | 減碼 |
| Captrust Financial Advisors | 8,905 | $135.3 萬 | 0.00% | −3,656−29.1% | 減碼 |
| Tred Avon Family Wealth, LLC | 8,906 | $135.3 萬 | 0.44% | −862−8.8% | 減碼 |
| Dynamic Advisor Solutions LLC | 8,917 | $135.5 萬 | 0.04% | +1,885+26.8% | 加碼 |
| Steward Partners Investment Advisory, LLC | 8,958 | $136.1 萬 | 0.01% | −4,892−35.3% | 減碼 |
| Newbridge Financial Services Group, Inc. | 8,998 | $136.7 萬 | 0.21% | −250−2.7% | 減碼 |
| Bellecapital International Ltd. | 9,045 | $137.4 萬 | 0.24% | +5,805+179.2% | 加碼 |
| Norinchukin Bank, The | 9,091 | $138.1 萬 | 0.02% | +1,546+20.5% | 加碼 |
| Pensionmark Financial Group, LLC | 9,154 | $139.1 萬 | 0.02% | +1,977+27.5% | 加碼 |
| Spire Wealth Management | 9,162 | $139.2 萬 | 0.05% | −1,876−17.0% | 減碼 |
| Optiver Holding B.V. | 9,182 | $139.5 萬 | 0.03% | −45,652−83.3% | 減碼 |
| Am Investment Strategies LLC | 9,192 | $139.7 萬 | 0.29% | +6,350+223.4% | 加碼 |
| Dba Trading, LLC | 9,200 | $139.8 萬 | 1.40% | +9,200 | 新進 |
| Sepio Capital, LP | 9,221 | $140.1 萬 | 0.08% | +1,524+19.8% | 加碼 |
| M&T Bank Corp | 9,237 | $140.3 萬 | 0.00% | −2,328−20.1% | 減碼 |
| E. Ohman J:or Asset Management AB | 9,263 | $140.8 萬 | 0.03% | +9,263 | 新進 |
| North Dakota State Investment Board | 9,295 | $141.2 萬 | 0.05% | +9,295 | 新進 |
| Northwestern Mutual Wealth Management Co | 9,358 | $142.2 萬 | 0.00% | +154+1.7% | 加碼 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 9,438 | $143.4 萬 | 0.04% | −278−2.9% | 減碼 |
| Concurrent Investment Advisors, LLC | 9,566 | $145.4 萬 | 0.02% | +3,185+49.9% | 加碼 |
| Wellington Management Group LLP | 9,621 | $146.2 萬 | 0.00% | −1,000−9.4% | 減碼 |
| Group One Trading, L.P. | 9,635 | $146.4 萬 | 0.04% | −49,545−83.7% | 減碼 |
| Brevan Howard Capital Management LP | 9,675 | $147.0 萬 | 0.03% | −52,454−84.4% | 減碼 |
| Ameritas Investment Partners, Inc. | 9,678 | $147.1 萬 | 0.04% | +876+10.0% | 加碼 |
| Ensign Peak Advisors, Inc | 9,700 | $147.4 萬 | 0.00% | −32,809−77.2% | 減碼 |
| Voya Investment Management LLC | 9,770 | $148.5 萬 | 0.00% | +107+1.1% | 加碼 |
| The PNC Financial Services Group, Inc. | 9,821 | $149.2 萬 | 0.00% | −1,917−16.3% | 減碼 |
| Evexia Wealth LLC | 8,384 | $150.4 萬 | 0.42% | +3,600+75.3% | 加碼 |
| Visionary Wealth Advisors | 9,962 | $151.4 萬 | 0.07% | +206+2.1% | 加碼 |
| US Bancorp | 9,982 | $151.7 萬 | 0.00% | −5,333−34.8% | 減碼 |
| Bridgewater Associates, LP | 9,994 | $151.9 萬 | 0.01% | 00.0% | 不變 |
| Tokio Marine Asset Management Co Ltd | 9,997 | $151.9 萬 | 0.05% | +992+11.0% | 加碼 |
| Argent Advisors, Inc. | 10,000 | $151.9 萬 | 0.42% | −1,000−9.1% | 減碼 |
| VestGen Advisors, LLC | 10,097 | $153.4 萬 | 0.07% | +5,298+110.4% | 加碼 |
| O'Shaughnessy Asset Management, LLC | 10,098 | $153.4 萬 | 0.01% | −10,925−52.0% | 減碼 |
| Lombard Odier Asset Management (Switzerland) SA | 10,334 | $157.0 萬 | 0.07% | +10,334 | 新進 |
| Stratos Wealth Advisors, LLC | 10,375 | $157.7 萬 | 0.08% | +799+8.3% | 加碼 |
| Ausdal Financial Partners, Inc. | 10,394 | $157.9 萬 | 0.07% | +7,776+297.0% | 加碼 |
| Equitable Trust Co | 10,487 | $159.3 萬 | 0.07% | +10,487 | 新進 |
| Pinnacle Associates Ltd | 10,746 | $163.3 萬 | 0.02% | +5,941+123.6% | 加碼 |
| Capital International Sarl | 10,805 | $164.2 萬 | 0.03% | −12,041−52.7% | 減碼 |
| Disciplined Investors, L.L.C. | 10,930 | $166.1 萬 | 1.09% | +6,260+134.0% | 加碼 |
| Truist Financial Corp | 11,063 | $168.1 萬 | 0.00% | −10,605−48.9% | 減碼 |
| AG2R la Mondiale Gestion D'Actifs | 11,109 | $168.8 萬 | 0.07% | +1,785+19.1% | 加碼 |
| Axxcess Wealth Management, LLC | 11,202 | $170.2 萬 | 0.03% | +1,986+21.5% | 加碼 |
| Farther Finance Advisors, LLC | 11,284 | $171.5 萬 | 0.02% | +3,480+44.6% | 加碼 |
| Allianz Asset Management GmbH | 11,296 | $171.6 萬 | 0.00% | −137−1.2% | 減碼 |
| Brinker Capital Investments, LLC | 11,777 | $179.0 萬 | 0.01% | −2,992−20.3% | 減碼 |
| Wedbush Securities Inc | 12,085 | $183.6 萬 | 0.05% | +1,153+10.5% | 加碼 |
| CIBC Private Wealth Group, LLC | 12,334 | $187.4 萬 | 0.00% | +394+3.3% | 加碼 |
| Ethic Inc. | 12,341 | $187.5 萬 | 0.03% | −300−2.4% | 減碼 |
| Equitable Holdings, Inc. | 12,412 | $188.6 萬 | 0.01% | −1,500−10.8% | 減碼 |
| Sovran Advisors, LLC | 11,146 | $190.5 萬 | 0.16% | −1,049−8.6% | 減碼 |
| RFG Advisory, LLC | 12,540 | $190.5 萬 | 0.04% | −19,269−60.6% | 減碼 |
| Paradigm Financial Partners, LLC | 12,676 | $192.6 萬 | 0.19% | −33−0.3% | 減碼 |
| Maryland State Retirement & Pension System | 13,168 | $200.1 萬 | 0.04% | 00.0% | 不變 |
| Capstone Financial Advisors, Inc. | 13,224 | $200.9 萬 | 0.11% | −3,474−20.8% | 減碼 |
| Gulf International Bank (UK) Ltd | 13,249 | $201.3 萬 | 0.07% | 00.0% | 不變 |
| Prelude Capital Management, LLC | 13,303 | $202.5 萬 | 0.15% | +13,303 | 新進 |
| Prospera Financial Services Inc | 13,538 | $205.7 萬 | 0.03% | +4,368+47.6% | 加碼 |
| Amalgamated Bank | 13,691 | $208.0 萬 | 0.02% | +7+0.1% | 加碼 |
| Stratos Wealth Partners, LTD. | 13,964 | $212.2 萬 | 0.02% | +1,806+14.9% | 加碼 |
| Vivid Wealth Management, LLC | 13,984 | $212.5 萬 | 0.83% | +6,337+82.9% | 加碼 |
| Readystate Asset Management LP | 14,250 | $216.5 萬 | 0.10% | +14,250 | 新進 |
| Sky-Mountain Capital Management, Inc. | 13,517 | $217.1 萬 | 1.44% | −1,390−9.3% | 減碼 |
| Manufacturers Life Insurance Company, The | 14,311 | $217.5 萬 | 0.00% | +325+2.3% | 加碼 |
| Chokshi & Queen Wealth Advisors, Inc | 14,350 | $218.0 萬 | 1.14% | +9,200+178.6% | 加碼 |
| Western Wealth Management, LLC | 14,430 | $219.3 萬 | 0.10% | +40.0% | 加碼 |
| Patriot Investment Management Inc. | 14,538 | $220.9 萬 | 0.14% | +73+0.5% | 加碼 |
| Flow Traders U.S. LLC | 14,912 | $226.6 萬 | 0.07% | +14,097+1,729.7% | 加碼 |
| KPP Advisory Services LLC | 14,994 | $227.8 萬 | 0.33% | +79+0.5% | 加碼 |
| Brookstone Capital Management | 15,260 | $231.9 萬 | 0.03% | −1,779−10.4% | 減碼 |
| CAPROCK Group, Inc. | 15,279 | $232.2 萬 | 0.05% | −3,648−19.3% | 減碼 |
| Federation des caisses Desjardins du Quebec | 15,565 | $236.5 萬 | 0.01% | +3,293+26.8% | 加碼 |
| Sanctuary Advisors, LLC | 15,596 | $237.0 萬 | 0.01% | −1,266−7.5% | 減碼 |
| Gateway Investment Advisers LLC | 15,743 | $239.2 萬 | 0.02% | −317−2.0% | 減碼 |
| Prudential Financial Inc | 13,656 | $242.0 萬 | 0.00% | −7,512−35.5% | 減碼 |
| Finer Wealth Management, Inc. | 15,948 | $242.3 萬 | 1.17% | −6,300−28.3% | 減碼 |
| Campbell & CO Investment Adviser LLC | 16,043 | $243.8 萬 | 0.12% | +16,043 | 新進 |
| Cerity Partners LLC | 16,114 | $244.9 萬 | 0.00% | +6,670+70.6% | 加碼 |
| Beaird Harris Wealth Management, LLC | 16,134 | $245.2 萬 | 0.17% | +42+0.3% | 加碼 |
| Rathbone Brothers plc | 16,434 | $249.7 萬 | 0.01% | +911+5.9% | 加碼 |
| Kentucky Retirement Systems | 16,576 | $251.9 萬 | 0.07% | 00.0% | 不變 |
| Coastal Investment Advisors, Inc. | 16,600 | $252.2 萬 | 0.83% | +955+6.1% | 加碼 |
| Kapstone Financial Advisors LLC | 16,934 | $257.3 萬 | 1.28% | −55,072−76.5% | 減碼 |
| Pathstone Holdings, LLC | 17,497 | $265.9 萬 | 0.01% | −8,087−31.6% | 減碼 |