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。
2026 年第 1 季 13F 持有人
Strategy Inc 在 2026/3/31 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
- 946
- 較 2025 年第 4 季 −23 家
- 持有股數
- 1.98 億
- 較 2025 年第 4 季 +5,101 萬 (+34.7%)
- 總市值
- $246.6 億
- 較 2025 年第 4 季 +$23.0 億 (+10.3%)
- 新進機構
- 134
- 另有 455 家加碼
- 清倉機構
- 157
- 另有 238 家減碼
另有 13 家機構在 2025 年第 4 季持有、還沒有申報 2026 年第 1 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 |
2026 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Elevation Advisory Partners LLC | 1,602 | $25.9 萬 | 0.24% | +1,602 | 新進 |
| Lazard Asset Management LLC | 2,082 | $26.0 萬 | 0.00% | +84+4.2% | 加碼 |
| Traynor Capital Management, Inc. | 2,143 | $26.0 萬 | 0.02% | −1,512−41.4% | 減碼 |
| Frec Markets, Inc. | 2,088 | $26.1 萬 | 0.04% | +2,088 | 新進 |
| Pettinga Financial Advisors, LLC | 2,103 | $26.2 萬 | 0.05% | +2,103 | 新進 |
| Ci Investments Inc. | 2,108 | $26.3 萬 | 0.00% | −104−4.7% | 減碼 |
| Avanza Fonder AB | 2,122 | $26.5 萬 | 0.01% | +67+3.3% | 加碼 |
| Brown Advisory Inc | 2,129 | $26.6 萬 | 0.00% | +272+14.6% | 加碼 |
| Navigation Group, LLC | 2,146 | $26.8 萬 | 0.06% | +2,146 | 新進 |
| Intech Investment Management LLC | 2,183 | $27.2 萬 | 0.00% | −2,514−53.5% | 減碼 |
| Thoroughbred Financial Services, LLC | 2,189 | $27.3 萬 | 0.02% | −125−5.4% | 減碼 |
| Key Client Fiduciary Advisors, LLC | 2,191 | $27.3 萬 | 0.09% | +590+36.9% | 加碼 |
| Great Valley Advisor Group, Inc. | 2,201 | $27.5 萬 | 0.00% | +121+5.8% | 加碼 |
| Kera Capital Partners, Inc. | 2,205 | $27.5 萬 | 0.03% | −116−5.0% | 減碼 |
| Bulltick Wealth Management, LLC | 2,213 | $27.6 萬 | 0.06% | +450+25.5% | 加碼 |
| LongView Wealth Management | 2,020 | $27.8 萬 | 0.07% | +20+1.0% | 加碼 |
| Van Hulzen Asset Management, LLC | 2,235 | $27.9 萬 | 0.02% | +847+61.0% | 加碼 |
| Brighton Jones LLC | 2,235 | $27.9 萬 | 0.01% | +2,235 | 新進 |
| Great Lakes Advisors, LLC | 2,245 | $28.0 萬 | 0.00% | −1,498−40.0% | 減碼 |
| Texas Capital Bank Wealth Management Services Inc | 2,248 | $28.1 萬 | 0.02% | 00.0% | 不變 |
| United Advisor Group, LLC | 2,253 | $28.1 萬 | 0.03% | +2,253 | 新進 |
| Allianz SE | 2,261 | $28.2 萬 | 0.00% | +183+8.8% | 加碼 |
| Ostrum Asset Management | 2,262 | $28.2 萬 | 0.02% | +1,523+206.1% | 加碼 |
| Correct Capital Wealth Management | 2,281 | $28.5 萬 | 0.05% | 00.0% | 不變 |
| Coastline Complete Wealth LLC | 2,283 | $28.5 萬 | 0.18% | +2,283 | 新進 |
| Avantax Planning Partners, Inc. | 2,294 | $28.6 萬 | 0.01% | +187+8.9% | 加碼 |
| Panagora Asset Management Inc | 2,300 | $28.7 萬 | 0.00% | 00.0% | 不變 |
| Legacy Wealth Managment, LLC | 2,303 | $28.7 萬 | 0.14% | +875+61.3% | 加碼 |
| Bokf, NA | 2,322 | $29.0 萬 | 0.00% | +5+0.2% | 加碼 |
| GWN Securities Inc. | 2,325 | $29.0 萬 | 0.06% | +2,325 | 新進 |
| BridgePort Financial Solutions, LLC | 2,330 | $29.1 萬 | 0.08% | 00.0% | 不變 |
| Diligent Investors, LLC | 2,335 | $29.1 萬 | 0.07% | −288−11.0% | 減碼 |
| Victory Financial Group, LLC | 2,364 | $29.5 萬 | 0.04% | +547+30.1% | 加碼 |
| AssuredPartners Investment Advisors, LLC | 2,328 | $29.7 萬 | 0.03% | +253+12.2% | 加碼 |
| Wick Capital Partners, LLC | 2,385 | $29.8 萬 | 0.05% | +214+9.9% | 加碼 |
| Brookstone Capital Management | 2,395 | $29.9 萬 | 0.00% | −12,865−84.3% | 減碼 |
| TSFG, LLC | 2,393 | $29.9 萬 | 0.05% | −425−15.1% | 減碼 |
| Daviman Financial, LLC | 2,437 | $30.4 萬 | 0.18% | −4,231−63.5% | 減碼 |
| Prospect Financial Services LLC | 2,461 | $30.7 萬 | 0.19% | −498−16.8% | 減碼 |
| SeaCrest Wealth Management, LLC | 2,467 | $30.8 萬 | 0.03% | +105+4.4% | 加碼 |
| Diversify Wealth Management, LLC | 1,958 | $31.0 萬 | 0.01% | +1,958 | 新進 |
| Rahlfs Capital, LLC | 2,485 | $31.0 萬 | 0.23% | 00.0% | 不變 |
| Primoris Wealth Advisors, LLC | 2,492 | $31.1 萬 | 0.22% | +2,492 | 新進 |
| Metis Global Partners, LLC | 2,498 | $31.2 萬 | 0.01% | −1,988−44.3% | 減碼 |
| Panoramic Investment Advisors, LLC | 2,516 | $31.4 萬 | 0.17% | +2,516 | 新進 |
| Clear Harbor Asset Management, LLC | 2,521 | $31.5 萬 | 0.02% | +2,521 | 新進 |
| Coldstream Capital Management Inc | 2,553 | $31.9 萬 | 0.00% | +756+42.1% | 加碼 |
| Maridea Wealth Management LLC | 2,554 | $31.9 萬 | 0.05% | −1,441−36.1% | 減碼 |
| Rothschild Investment LLC | 2,559 | $31.9 萬 | 0.02% | +7+0.3% | 加碼 |
| Investment Partners Asset Management, Inc. | 2,561 | $32.0 萬 | 0.20% | +2+0.1% | 加碼 |
| Pennsylvania Capital Management Inc | 2,611 | $32.6 萬 | 0.09% | −821−23.9% | 減碼 |
| Clear Creek Financial Management, LLC | 2,611 | $32.6 萬 | 0.02% | −311−10.6% | 減碼 |
| Hartline Investment Corp | 2,619 | $32.7 萬 | 0.04% | −716−21.5% | 減碼 |
| Crossmark Global Holdings, Inc. | 2,636 | $32.9 萬 | 0.00% | +56+2.2% | 加碼 |
| Canal Capital Management, LLC | 2,653 | $33.1 萬 | 0.04% | +1,038+64.3% | 加碼 |
| Trifecta Capital Advisors, LLC | 2,660 | $33.2 萬 | 0.05% | 00.0% | 不變 |
| Magnus Financial Group LLC | 2,671 | $33.3 萬 | 0.03% | 00.0% | 不變 |
| Curran Financial Partners, LLC | 2,684 | $33.5 萬 | 0.06% | −10.0% | 減碼 |
| Sava Infond d.o.o. | 2,700 | $33.7 萬 | 0.05% | +950+54.3% | 加碼 |
| SRS Capital Advisors, Inc. | 2,701 | $33.7 萬 | 0.01% | −249−8.4% | 減碼 |
| Polymer Capital Management (US) LLC | 2,716 | $33.9 萬 | 0.05% | −3,929−59.1% | 減碼 |
| Callan Family Office, LLC | 2,717 | $33.9 萬 | 0.01% | +253+10.3% | 加碼 |
| Sunbelt Securities, Inc. | 2,724 | $34.0 萬 | 0.02% | +630+30.1% | 加碼 |
| Park Avenue Securities LLC | 2,722 | $34.0 萬 | 0.00% | −681−20.0% | 減碼 |
| Greenline Wealth Management LLC | 2,743 | $34.2 萬 | 0.39% | −515−15.8% | 減碼 |
| DecisionMap Wealth Management, LLC | 2,748 | $34.3 萬 | 0.22% | −37−1.3% | 減碼 |
| Purpose Unlimited Inc. | 2,747 | $34.3 萬 | 0.01% | +2,747 | 新進 |
| Anchyra Partners LLC | 2,762 | $34.5 萬 | 0.10% | +229+9.0% | 加碼 |
| Norden Group LLC | 2,783 | $34.7 萬 | 0.03% | +1,200+75.8% | 加碼 |
| Allegheny Financial Group LTD | 2,789 | $34.8 萬 | 0.05% | +57+2.1% | 加碼 |
| Mizuho Markets Americas LLC | 2,796 | $34.9 萬 | 0.01% | +2,796 | 新進 |
| Vise Technologies, Inc. | 2,299 | $34.9 萬 | 0.01% | 00.0% | 不變 |
| Prime Capital Investment Advisors, LLC | 2,842 | $35.5 萬 | 0.00% | −285−9.1% | 減碼 |
| CMT Capital Markets Trading GmbH | 2,845 | $35.5 萬 | 0.16% | +2,845 | 新進 |
| We Are One Seven, LLC | 2,864 | $35.7 萬 | 0.01% | −293−9.3% | 減碼 |
| Quotient Wealth Partners, LLC | 2,868 | $35.8 萬 | 0.01% | +2,868 | 新進 |
| Massmutual Trust Co FSB | 2,895 | $36.1 萬 | 0.01% | +223+8.3% | 加碼 |
| Cigna Investments Inc | 2,907 | $36.2 萬 | 0.06% | +361+14.2% | 加碼 |
| Greenleaf Trust | 2,908 | $36.3 萬 | 0.00% | +509+21.2% | 加碼 |
| Cornerstone Wealth Management, LLC | 2,908 | $36.3 萬 | 0.02% | +2,908 | 新進 |
| CoreCap Advisors, LLC | 2,921 | $36.5 萬 | 0.01% | +122+4.4% | 加碼 |
| Monograph Wealth Advisors, LLC | 2,936 | $36.6 萬 | 0.03% | 00.0% | 不變 |
| National Wealth Management Group, LLC | 2,941 | $36.7 萬 | 0.14% | +301+11.4% | 加碼 |
| Militia Capital Management LLC | 2,950 | $36.8 萬 | 0.08% | +2,950 | 新進 |
| Garden State Investment Advisory Services LLC | 2,952 | $36.8 萬 | 0.09% | +22+0.8% | 加碼 |
| Soltis Investment Advisors LLC | 2,979 | $37.2 萬 | 0.02% | +208+7.5% | 加碼 |
| Advisor OS, LLC | 2,984 | $37.2 萬 | 0.03% | +930+45.3% | 加碼 |
| Millennium Management LLC | 3,000 | $37.4 萬 | 0.00% | −165,789−98.2% | 減碼 |
| Modern Wealth Management, LLC | 3,052 | $37.5 萬 | 0.01% | +629+26.0% | 加碼 |
| Cyndeo Wealth Partners, LLC | 3,009 | $37.6 萬 | 0.02% | +267+9.7% | 加碼 |
| Synergy Financial Management, LLC | 3,057 | $38.2 萬 | 0.04% | +549+21.9% | 加碼 |
| Mutual Advisors, LLC | 3,069 | $38.3 萬 | 0.01% | +1,610+110.3% | 加碼 |
| Abc Arbitrage SA | 3,073 | $38.4 萬 | 0.05% | +1,743+131.1% | 加碼 |
| Mountain Capital Investment Advisors, Inc | 2,269 | $38.4 萬 | 0.06% | +463+25.6% | 加碼 |
| True Vision MN LLC | 3,078 | $38.4 萬 | 0.20% | +407+15.2% | 加碼 |
| Red Reef Advisors LLC | 3,097 | $38.7 萬 | 0.40% | +657+26.9% | 加碼 |
| Ankerstar Wealth, LLC | 3,127 | $39.0 萬 | 0.41% | +254+8.8% | 加碼 |
| International Assets Investment Management, LLC | 3,203 | $39.3 萬 | 0.03% | +929+40.9% | 加碼 |
| Means Investment Co., Inc. | 3,155 | $39.4 萬 | 0.03% | +100+3.3% | 加碼 |
| Walleye Partners, LLC | 3,201 | $39.9 萬 | 0.49% | +30+0.9% | 加碼 |