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 |
|---|---|---|---|---|---|
| Cardiff Park Advisors, LLC | 3,230 | $40.3 萬 | 0.03% | +1,136+54.3% | 加碼 |
| Glenmede Trust Co NA | 3,240 | $40.4 萬 | 0.00% | +58+1.8% | 加碼 |
| Principal Securities, Inc. | 3,272 | $40.8 萬 | 0.01% | +537+19.6% | 加碼 |
| Close Asset Management Ltd | 3,272 | $40.9 萬 | 0.01% | −2,138−39.5% | 減碼 |
| Seelaus Asset Management LLC | 3,335 | $41.6 萬 | 0.30% | +3,335 | 新進 |
| Turner Capital Investments, LLC | 4,206 | $42.1 萬 | 100.00% | +4,206 | 新進 |
| Krilogy Financial LLC | 2,828 | $42.1 萬 | 0.01% | +383+15.7% | 加碼 |
| Savant Capital, LLC | 3,407 | $42.5 萬 | 0.00% | +3,407 | 新進 |
| HighPoint Advisor Group LLC | 3,409 | $42.5 萬 | 0.02% | −4,629−57.6% | 減碼 |
| NewEdge Wealth, LLC | 3,412 | $42.6 萬 | 0.01% | +3,412 | 新進 |
| AXS Investments LLC | 3,415 | $42.6 萬 | 0.17% | −460−11.9% | 減碼 |
| Paul Damon & Associates, Inc. | 3,423 | $42.7 萬 | 0.19% | −90−2.6% | 減碼 |
| Carroll Advisory Group, LLC | 3,438 | $42.9 萬 | 0.17% | +298+9.5% | 加碼 |
| Sierra Capital LLC | 3,463 | $43.2 萬 | 0.05% | +1,168+50.9% | 加碼 |
| Northeast Financial Group, Inc. | 3,500 | $43.7 萬 | 0.12% | 00.0% | 不變 |
| Parallel Advisors, LLC | 3,521 | $44.0 萬 | 0.01% | +48+1.4% | 加碼 |
| Principal Financial Group Inc | 3,579 | $44.7 萬 | 0.00% | −415−10.4% | 減碼 |
| Baader Bank INC | 5,510 | $45.2 萬 | 0.04% | +3,212+139.8% | 加碼 |
| Keebeck Wealth Management, LLC | 3,661 | $45.7 萬 | 0.05% | −1,566−30.0% | 減碼 |
| Allworth Financial LP | 3,667 | $45.8 萬 | 0.00% | +1,155+46.0% | 加碼 |
| Meeder Advisory Services, Inc. | 3,695 | $46.1 萬 | 0.02% | +1,651+80.8% | 加碼 |
| Laird Norton Trust Company, LLC | 3,719 | $46.4 萬 | 0.01% | +714+23.8% | 加碼 |
| Fort Point Capital Partners LLC | 3,795 | $47.4 萬 | 0.06% | +33+0.9% | 加碼 |
| United Capital Financial Advisers, LLC | 3,806 | $47.5 萬 | 0.00% | +622+19.5% | 加碼 |
| Harbour Investments, Inc. | 3,810 | $47.6 萬 | 0.01% | +904+31.1% | 加碼 |
| Silvercrest Asset Management Group LLC | 3,840 | $47.9 萬 | 0.00% | +65+1.7% | 加碼 |
| Warren Averett Asset Management, LLC | 3,868 | $48.3 萬 | 0.00% | −1,034−21.1% | 減碼 |
| Everence Capital Management Inc | 3,884 | $48.5 萬 | 0.03% | +3,884 | 新進 |
| Client 1st Advisory Group, LLC | 3,911 | $48.8 萬 | 0.15% | +231+6.3% | 加碼 |
| Discipline Wealth Solutions, LLC | 3,925 | $49.0 萬 | 0.05% | +1,750+80.5% | 加碼 |
| Central Trust Co | 3,962 | $49.4 萬 | 0.01% | −63−1.6% | 減碼 |
| Savvy Advisors, Inc. | 3,977 | $49.6 萬 | 0.01% | −110−2.7% | 減碼 |
| Ballentine Partners, LLC | 3,979 | $49.7 萬 | 0.01% | +674+20.4% | 加碼 |
| First Foundation Advisors | 3,992 | $49.8 萬 | 0.02% | 00.0% | 不變 |
| Commerce Bank | 4,044 | $50.5 萬 | 0.00% | +497+14.0% | 加碼 |
| Yousif Capital Management, LLC | 4,062 | $50.7 萬 | 0.01% | +548+15.6% | 加碼 |
| Nations Financial Group Inc, | 4,096 | $51.1 萬 | 0.03% | −18,088−81.5% | 減碼 |
| Valeo Financial Advisors, LLC | 4,099 | $51.2 萬 | 0.01% | +2,249+121.6% | 加碼 |
| Independent Family Office, LLC | 4,100 | $51.2 萬 | 0.21% | 00.0% | 不變 |
| Neuberger Berman Group LLC | 4,142 | $51.7 萬 | 0.00% | +1,397+50.9% | 加碼 |
| Lauer Wealth, LLC | 4,046 | $51.9 萬 | 0.42% | +1,145+39.5% | 加碼 |
| Campbell & CO Investment Adviser LLC | 4,170 | $52.0 萬 | 0.03% | −11,873−74.0% | 減碼 |
| Bonfire Financial | 4,205 | $52.5 萬 | 0.39% | 00.0% | 不變 |
| Evergreen Capital Management LLC | 4,250 | $53.0 萬 | 0.01% | +660+18.4% | 加碼 |
| Ritholtz Wealth Management | 4,254 | $53.1 萬 | 0.01% | +4,254 | 新進 |
| Abound Financial, LLC | 4,256 | $53.1 萬 | 0.23% | −204−4.6% | 減碼 |
| Boothbay Fund Management, LLC | 4,272 | $53.3 萬 | 0.01% | −4,400−50.7% | 減碼 |
| Mosley Wealth Management | 1,656 | $53.4 萬 | 0.24% | +18+1.1% | 加碼 |
| Pennington Partners & Co., LLC | 4,287 | $53.5 萬 | 0.18% | +4,287 | 新進 |
| EP Wealth Advisors, LLC | 4,326 | $54.0 萬 | 0.00% | −39−0.9% | 減碼 |
| Aviso Wealth Management | 4,330 | $54.0 萬 | 0.24% | 00.0% | 不變 |
| Kovitz Investment Group Partners, LLC | 4,381 | $54.7 萬 | 0.01% | +68+1.6% | 加碼 |
| Sowell Financial Services LLC | 4,392 | $54.8 萬 | 0.02% | +137+3.2% | 加碼 |
| LaSalle St. Investment Advisors, LLC | 4,401 | $54.9 萬 | 0.08% | +1,495+51.4% | 加碼 |
| Pine Valley Investments Ltd Liability Co | 4,430 | $55.3 萬 | 0.03% | +119+2.8% | 加碼 |
| Cambria Investment Management, L.P. | 4,431 | $55.3 萬 | 0.03% | +4,431 | 新進 |
| Capital International Inc | 4,452 | $55.6 萬 | 0.00% | +1,286+40.6% | 加碼 |
| Capula Management Ltd | 4,456 | $55.6 萬 | 0.00% | −121,832−96.5% | 減碼 |
| TCG Advisory Services, LLC | 4,466 | $55.7 萬 | 0.01% | +2,876+180.9% | 加碼 |
| Simplicity Wealth,LLC | 4,484 | $56.0 萬 | 0.03% | +410+10.1% | 加碼 |
| E6 Portfolios, LLC | 4,494 | $56.1 萬 | 0.58% | +717+19.0% | 加碼 |
| United Asset Strategies, Inc. | 4,549 | $56.8 萬 | 0.05% | +544+13.6% | 加碼 |
| Skopos Labs, Inc. | 4,649 | $58.0 萬 | 0.02% | +4,649 | 新進 |
| Oxler Private Wealth LLC | 4,736 | $59.1 萬 | 0.19% | +58+1.2% | 加碼 |
| Flaharty Asset Management, LLC | 4,751 | $59.3 萬 | 0.07% | +2,275+91.9% | 加碼 |
| Insigneo Advisory Services, LLC | 4,754 | $59.3 萬 | 0.04% | +1,751+58.3% | 加碼 |
| Signaturefd, LLC | 4,758 | $59.4 萬 | 0.01% | +2,379+100.0% | 加碼 |
| Invictus Private Wealth, LLC | 4,780 | $59.7 萬 | 0.04% | +1,500+45.7% | 加碼 |
| Moneta Group Investment Advisors LLC | 4,802 | $59.9 萬 | 0.00% | +2,940+157.9% | 加碼 |
| Keybank National Association | 4,807 | $60.0 萬 | 0.00% | +20.0% | 加碼 |
| National Asset Management, Inc. | 5,004 | $60.8 萬 | 0.04% | +305+6.5% | 加碼 |
| HB Wealth Management, LLC | 4,872 | $60.8 萬 | 0.00% | +1,899+63.9% | 加碼 |
| Resources Investment Advisors, LLC. | 4,878 | $60.9 萬 | 0.01% | +3,406+231.4% | 加碼 |
| Wedmont Private Capital | 4,751 | $61.0 萬 | 0.02% | +1,650+53.2% | 加碼 |
| AdvisorNet Financial, Inc | 4,922 | $61.4 萬 | 0.03% | +776+18.7% | 加碼 |
| Fifth Third Bancorp | 4,974 | $62.1 萬 | 0.00% | +2,184+78.3% | 加碼 |
| U.S. Capital Wealth Advisors, LLC | 4,975 | $62.1 萬 | 0.02% | +2,570+106.9% | 加碼 |
| IFP Advisors, Inc | 4,998 | $62.4 萬 | 0.01% | +667+15.4% | 加碼 |
| PKO Investment Management Joint-Stock Co | 5,000 | $62.4 萬 | 0.05% | −13,000−72.2% | 減碼 |
| DV Trading LLC | 5,007 | $62.5 萬 | 0.06% | +2,381+90.7% | 加碼 |
| CTC Alternative Strategies, Ltd. | 5,008 | $62.5 萬 | 1.42% | +642+14.7% | 加碼 |
| Formidable Asset Management, LLC | 4,155 | $63.1 萬 | 0.10% | +2,940+242.0% | 加碼 |
| Vestcor Inc | 5,097 | $63.6 萬 | 0.02% | 00.0% | 不變 |
| UniSuper Management Pty Ltd | 5,100 | $63.6 萬 | 0.00% | 00.0% | 不變 |
| Evergreen Wealth Solutions, LLC | 5,124 | $63.9 萬 | 0.05% | −19−0.4% | 減碼 |
| IPG Investment Advisors LLC | 5,124 | $63.9 萬 | 0.11% | +5,124 | 新進 |
| TCW Group Inc | 5,168 | $64.5 萬 | 0.00% | +956+22.7% | 加碼 |
| Citizens Financial Group Inc | 5,171 | $64.5 萬 | 0.01% | −202−3.8% | 減碼 |
| Thrivent Financial for Lutherans | 5,188 | $64.7 萬 | 0.00% | +171+3.4% | 加碼 |
| Banque Cantonale Vaudoise | 5,193 | $64.8 萬 | 0.02% | −1,095−17.4% | 減碼 |
| Principle Wealth Partners LLC | 5,193 | $64.8 萬 | 0.04% | +430+9.0% | 加碼 |
| ICICI Prudential Asset Management Co Ltd | 5,205 | $65.0 萬 | 0.08% | +909+21.2% | 加碼 |
| Thryve Wealth Management LLC | 5,265 | $65.7 萬 | 0.44% | −863−14.1% | 減碼 |
| DRW Securities, LLC | 5,299 | $66.1 萬 | 0.04% | −46,711−89.8% | 減碼 |
| Perennial Investment Advisors, LLC | 5,381 | $67.2 萬 | 0.05% | +60+1.1% | 加碼 |
| Wiley Bros.-Aintree Capital, LLC | 5,445 | $67.9 萬 | 0.00% | −454−7.7% | 減碼 |
| Nwam LLC | 5,462 | $68.2 萬 | 0.04% | +1,192+27.9% | 加碼 |
| Perigon Wealth Management, LLC | 5,464 | $68.2 萬 | 0.01% | +2,021+58.7% | 加碼 |
| Beacon Pointe Advisors, LLC | 5,546 | $69.2 萬 | 0.00% | +557+11.2% | 加碼 |
| Bannerstone Capital Management, LLC | 5,554 | $69.3 萬 | 0.72% | +5,554 | 新進 |