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 |
|---|---|---|---|---|---|
| BluePath Capital Management, LLC | 3,769 | $57.3 萬 | 0.39% | +801+27.0% | 加碼 |
| Great Lakes Advisors, LLC | 3,743 | $56.9 萬 | 0.00% | −609−14.0% | 減碼 |
| Yousif Capital Management, LLC | 3,514 | $56.3 萬 | 0.01% | +84+2.4% | 加碼 |
| Howard Capital Management Inc. | 3,684 | $56.0 萬 | 0.01% | +100+2.8% | 加碼 |
| Client 1st Advisory Group, LLC | 3,680 | $55.9 萬 | 0.18% | −65−1.7% | 減碼 |
| Traynor Capital Management, Inc. | 3,655 | $55.5 萬 | 0.03% | −598−14.1% | 減碼 |
| Bridgefront Capital, LLC | 3,622 | $55.0 萬 | 0.14% | +3,622 | 新進 |
| Evergreen Capital Management LLC | 3,590 | $54.6 萬 | 0.01% | +1,627+82.9% | 加碼 |
| Mosley Wealth Management | 1,638 | $54.2 萬 | 0.25% | +1,638 | 新進 |
| Banco Santander, S.A. | 3,547 | $53.9 萬 | 0.00% | +3,547 | 新進 |
| Commerce Bank | 3,547 | $53.9 萬 | 0.00% | −449−11.2% | 減碼 |
| Paul Damon & Associates, Inc. | 3,513 | $53.4 萬 | 0.24% | −927−20.9% | 減碼 |
| Northeast Financial Group, Inc. | 3,500 | $53.2 萬 | 0.13% | −1,800−34.0% | 減碼 |
| AMG National Trust Bank | 3,475 | $52.8 萬 | 0.01% | +3,475 | 新進 |
| Parallel Advisors, LLC | 3,473 | $52.8 萬 | 0.01% | +350+11.2% | 加碼 |
| Perigon Wealth Management, LLC | 3,443 | $52.3 萬 | 0.01% | −8,906−72.1% | 減碼 |
| Pennsylvania Capital Management Inc | 3,432 | $52.1 萬 | 0.14% | −9−0.3% | 減碼 |
| Cane Capital Partners, LLC | 3,429 | $52.1 萬 | 0.22% | +3,429 | 新進 |
| Cynosure Management, LLC | 3,403 | $51.7 萬 | 0.05% | +3,403 | 新進 |
| Park Avenue Securities LLC | 3,403 | $51.7 萬 | 0.00% | −14,468−81.0% | 減碼 |
| Peapack Gladstone Financial Corp | 3,370 | $51.2 萬 | 0.01% | +315+10.3% | 加碼 |
| KG&L Capital Management,LLC | 3,348 | $50.9 萬 | 0.13% | −2,477−42.5% | 減碼 |
| Hartline Investment Corp | 3,335 | $50.7 萬 | 0.05% | −1,877−36.0% | 減碼 |
| StoneX Group Inc. | 3,316 | $50.4 萬 | 0.02% | −10,306−75.7% | 減碼 |
| Raiffeisen Bank International AG | 3,238 | $50.4 萬 | 0.01% | 00.0% | 不變 |
| Ballentine Partners, LLC | 3,305 | $50.2 萬 | 0.01% | −469−12.4% | 減碼 |
| Wedmont Private Capital | 3,101 | $50.2 萬 | 0.02% | −1,012−24.6% | 減碼 |
| Invictus Private Wealth, LLC | 3,280 | $49.8 萬 | 0.03% | −4,135−55.8% | 減碼 |
| Convergence Financial, LLC | 3,260 | $49.5 萬 | 0.07% | 00.0% | 不變 |
| Fifth Third Wealth Advisors LLC | 3,260 | $49.5 萬 | 0.02% | +3,260 | 新進 |
| Greenline Wealth Management LLC | 3,258 | $49.5 萬 | 0.51% | +3,258 | 新進 |
| Navellier & Associates Inc | 3,253 | $49.4 萬 | 0.06% | −3,758−53.6% | 減碼 |
| Capital Group Private Client Services, Inc. | 3,243 | $49.3 萬 | 0.01% | −74−2.2% | 減碼 |
| Lauer Wealth, LLC | 2,901 | $48.4 萬 | 0.37% | −674−18.9% | 減碼 |
| NorthCrest Asset Manangement, LLC | 2,938 | $48.4 萬 | 0.01% | +810+38.1% | 加碼 |
| United Capital Financial Advisers, LLC | 3,184 | $48.4 萬 | 0.00% | −1,215−27.6% | 減碼 |
| Glenmede Trust Co NA | 3,182 | $48.4 萬 | 0.00% | +3,182 | 新進 |
| Walleye Partners, LLC | 3,171 | $48.2 萬 | 0.54% | +3,171 | 新進 |
| Capital International Inc | 3,166 | $48.1 萬 | 0.00% | −8,951−73.9% | 減碼 |
| Integrated Wealth Concepts LLC | 3,161 | $48.0 萬 | 0.01% | −1,782−36.1% | 減碼 |
| Tudor Investment Corp Et Al | 3,160 | $48.0 萬 | 0.00% | −53,195−94.4% | 減碼 |
| We Are One Seven, LLC | 3,157 | $48.0 萬 | 0.01% | +1,087+52.5% | 加碼 |
| Tradition Wealth Management, LLC | 3,157 | $48.0 萬 | 0.03% | −29−0.9% | 減碼 |
| Carroll Advisory Group, LLC | 3,140 | $47.7 萬 | 0.21% | +3,140 | 新進 |
| Prime Capital Investment Advisors, LLC | 3,127 | $47.5 萬 | 0.01% | −1,637−34.4% | 減碼 |
| Means Investment Co., Inc. | 3,055 | $46.4 萬 | 0.04% | −113−3.6% | 減碼 |
| ING Groep NV | 3,037 | $46.1 萬 | 0.00% | +808+36.2% | 加碼 |
| RiverFront Investment Group, LLC | 3,010 | $45.7 萬 | 0.01% | −5,800−65.8% | 減碼 |
| Laird Norton Trust Company, LLC | 3,005 | $45.7 萬 | 0.01% | +3,005 | 新進 |
| Insigneo Advisory Services, LLC | 3,003 | $45.6 萬 | 0.03% | −922−23.5% | 減碼 |
| Alphadyne Asset Management LP | 2,978 | $45.3 萬 | 0.05% | −21−0.7% | 減碼 |
| HB Wealth Management, LLC | 2,973 | $45.2 萬 | 0.00% | −676−18.5% | 減碼 |
| Prospect Financial Services LLC | 2,959 | $45.0 萬 | 0.26% | +301+11.3% | 加碼 |
| SRS Capital Advisors, Inc. | 2,950 | $44.8 萬 | 0.01% | +2,950 | 新進 |
| Monograph Wealth Advisors, LLC | 2,936 | $44.6 萬 | 0.04% | 00.0% | 不變 |
| Garden State Investment Advisory Services LLC | 2,930 | $44.5 萬 | 0.11% | +65+2.3% | 加碼 |
| Clear Creek Financial Management, LLC | 2,922 | $44.4 萬 | 0.04% | +1,093+59.8% | 加碼 |
| Harbour Investments, Inc. | 2,906 | $44.2 萬 | 0.01% | −770−20.9% | 減碼 |
| LaSalle St. Investment Advisors, LLC | 2,906 | $44.1 萬 | 0.07% | +565+24.1% | 加碼 |
| Ankerstar Wealth, LLC | 2,873 | $43.7 萬 | 0.43% | +2,873 | 新進 |
| Integrity Alliance, LLC. | 2,850 | $43.3 萬 | 0.02% | −1,138−28.5% | 減碼 |
| Odyssean, LLC | 2,842 | $43.2 萬 | 0.31% | +2,842 | 新進 |
| TSFG, LLC | 2,818 | $42.8 萬 | 0.06% | +1,110+65.0% | 加碼 |
| Summit Trail Advisors, LLC | 2,804 | $42.6 萬 | 0.01% | −457−14.0% | 減碼 |
| CoreCap Advisors, LLC | 2,799 | $42.5 萬 | 0.01% | +509+22.2% | 加碼 |
| Fifth Third Bancorp | 2,790 | $42.4 萬 | 0.00% | −111−3.8% | 減碼 |
| DecisionMap Wealth Management, LLC | 2,785 | $42.3 萬 | 0.26% | −41−1.5% | 減碼 |
| Soltis Investment Advisors LLC | 2,771 | $42.1 萬 | 0.03% | −858−23.6% | 減碼 |
| Twin Capital Management Inc | 2,764 | $42.0 萬 | 0.05% | +2,764 | 新進 |
| Neuberger Berman Group LLC | 2,745 | $41.7 萬 | 0.00% | −4,192−60.4% | 減碼 |
| Cyndeo Wealth Partners, LLC | 2,742 | $41.7 萬 | 0.02% | −1,303−32.2% | 減碼 |
| Principal Securities, Inc. | 2,735 | $41.6 萬 | 0.01% | +640+30.5% | 加碼 |
| Allegheny Financial Group LTD | 2,732 | $41.5 萬 | 0.06% | +39+1.4% | 加碼 |
| Gsa Capital Partners LLP | 2,706 | $41.1 萬 | 0.04% | −28−1.0% | 減碼 |
| Curran Financial Partners, LLC | 2,685 | $40.8 萬 | 0.08% | 00.0% | 不變 |
| Massmutual Trust Co FSB | 2,672 | $40.6 萬 | 0.01% | −150−5.3% | 減碼 |
| Magnus Financial Group LLC | 2,671 | $40.6 萬 | 0.03% | −1,209−31.2% | 減碼 |
| True Vision MN LLC | 2,671 | $40.6 萬 | 0.21% | +2,671 | 新進 |
| Trifecta Capital Advisors, LLC | 2,660 | $40.4 萬 | 0.06% | 00.0% | 不變 |
| National Wealth Management Group, LLC | 2,640 | $40.1 萬 | 0.14% | +112+4.4% | 加碼 |
| DV Trading LLC | 2,626 | $39.9 萬 | 0.03% | +2,626 | 新進 |
| Diligent Investors, LLC | 2,623 | $39.9 萬 | 0.10% | +866+49.3% | 加碼 |
| Krilogy Financial LLC | 2,445 | $39.3 萬 | 0.01% | −164−6.3% | 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 |
| Formidable Asset Management, LLC | 1,215 | $39.1 萬 | 0.06% | −3,445−73.9% | 減碼 |
| Diversify Advisory Services, LLC | 2,244 | $39.0 萬 | 0.01% | +514+29.7% | 加碼 |
| Militia Capital Partners, LP | 2,560 | $38.9 萬 | 0.15% | +2,560 | 新進 |
| Investment Partners Asset Management, Inc. | 2,559 | $38.9 萬 | 0.24% | 00.0% | 不變 |
| T3 Companies, LLC | 2,553 | $38.8 萬 | 0.50% | +2,553 | 新進 |
| Rothschild Investment LLC | 2,552 | $38.8 萬 | 0.02% | −2−0.1% | 減碼 |
| Cigna Investments Inc | 2,546 | $38.7 萬 | 0.06% | −43−1.7% | 減碼 |
| Anchyra Partners LLC | 2,533 | $38.5 萬 | 0.12% | +2,533 | 新進 |
| SeaCrest Wealth Management, LLC | 2,362 | $38.2 萬 | 0.04% | −177−7.0% | 減碼 |
| Allworth Financial LP | 2,512 | $38.2 萬 | 0.00% | −295−10.5% | 減碼 |
| Synergy Financial Management, LLC | 2,508 | $38.1 萬 | 0.04% | −196−7.2% | 減碼 |
| Rahlfs Capital, LLC | 2,485 | $37.8 萬 | 0.29% | −125−4.8% | 減碼 |
| Flaharty Asset Management, LLC | 2,476 | $37.6 萬 | 0.05% | +1,021+70.2% | 加碼 |
| Callan Family Office, LLC | 2,464 | $37.4 萬 | 0.01% | −1,390−36.1% | 減碼 |
| MTM Investment Management, LLC | 2,448 | $37.2 萬 | 0.12% | −2,399−49.5% | 減碼 |