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 |
|---|---|---|---|---|---|
| Disciplined Investors, L.L.C. | 15,437 | $192.7 萬 | 1.15% | +4,507+41.2% | 加碼 |
| M&T Bank Corp | 15,357 | $191.7 萬 | 0.01% | +6,120+66.3% | 加碼 |
| Wealth Enhancement Advisory Services, LLC | 15,987 | $191.6 萬 | 0.00% | −24,522−60.5% | 減碼 |
| Sanctuary Advisors, LLC | 15,132 | $188.8 萬 | 0.01% | −464−3.0% | 減碼 |
| Ensign Peak Advisors, Inc | 15,100 | $188.4 萬 | 0.00% | +5,400+55.7% | 加碼 |
| KPP Advisory Services LLC | 14,925 | $186.3 萬 | 0.27% | −69−0.5% | 減碼 |
| Prakash Investment Advisors LLC | 14,800 | $184.7 萬 | 1.56% | +10,500+244.2% | 加碼 |
| Patriot Investment Management Inc. | 14,506 | $181.0 萬 | 0.12% | −32−0.2% | 減碼 |
| Colony Group, LLC | 14,276 | $178.2 萬 | 0.00% | −8,603−37.6% | 減碼 |
| AG2R la Mondiale Gestion D'Actifs | 13,746 | $171.6 萬 | 0.08% | +2,637+23.7% | 加碼 |
| GTS Securities LLC | 13,704 | $171.0 萬 | 0.06% | +12,306+880.3% | 加碼 |
| Sky-Mountain Capital Management, Inc. | 13,382 | $167.0 萬 | 1.20% | −135−1.0% | 減碼 |
| Verition Fund Management LLC | 13,317 | $166.2 萬 | 0.02% | −8,956−40.2% | 減碼 |
| Capital International Sarl | 13,309 | $166.1 萬 | 0.03% | +2,504+23.2% | 加碼 |
| Osmosis Investment Management UK Ltd | 13,289 | $165.8 萬 | 0.04% | +4,558+52.2% | 加碼 |
| Capital Fund Management S.A. | 13,246 | $165.3 萬 | 0.01% | −26,415−66.6% | 減碼 |
| Capstone Financial Advisors, Inc. | 13,224 | $165.0 萬 | 0.09% | 00.0% | 不變 |
| CWM Advisors, LLC | 13,199 | $164.7 萬 | 0.10% | +13,171+47,039.3% | 加碼 |
| Western Wealth Management, LLC | 12,954 | $161.7 萬 | 0.06% | −1,476−10.2% | 減碼 |
| Promethium Advisors,llc | 12,941 | $161.5 萬 | 0.84% | +12,941 | 新進 |
| Prudential Financial Inc | 12,934 | $161.4 萬 | 0.00% | −722−5.3% | 減碼 |
| Venturi Wealth Management, LLC | 12,878 | $160.7 萬 | 0.07% | +8,418+188.7% | 加碼 |
| Ethic Inc. | 12,838 | $160.2 萬 | 0.03% | +497+4.0% | 加碼 |
| Graham Capital Management, L.P. | 12,800 | $159.7 萬 | 0.05% | +11,348+781.5% | 加碼 |
| Bleakley Financial Group, LLC | 12,800 | $159.7 萬 | 0.02% | +12,800 | 新進 |
| Sequoia Financial Advisors, LLC | 12,716 | $158.7 萬 | 0.01% | +5,290+71.2% | 加碼 |
| The PNC Financial Services Group, Inc. | 12,665 | $158.1 萬 | 0.00% | +2,844+29.0% | 加碼 |
| Spire Wealth Management | 12,579 | $157.0 萬 | 0.05% | +3,417+37.3% | 加碼 |
| Empowered Funds, LLC | 12,427 | $155.1 萬 | 0.01% | +12,427 | 新進 |
| Maxi Investments CY Ltd | 12,400 | $154.8 萬 | 0.34% | +12,400 | 新進 |
| Vienna Asset Management LLC | 12,309 | $153.6 萬 | 1.21% | −6,738−35.4% | 減碼 |
| WCG Wealth Advisors LLC | 12,303 | $153.5 萬 | 0.04% | +12,303 | 新進 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 12,623 | $152.5 萬 | 0.01% | −25,914−67.2% | 減碼 |
| Axxcess Wealth Management, LLC | 12,155 | $151.7 萬 | 0.05% | +953+8.5% | 加碼 |
| Prospera Financial Services Inc | 11,977 | $149.5 萬 | 0.02% | −1,561−11.5% | 減碼 |
| Wedbush Securities Inc | 11,921 | $148.8 萬 | 0.04% | −164−1.4% | 減碼 |
| Norinchukin Bank, The | 11,731 | $146.4 萬 | 0.02% | +2,640+29.0% | 加碼 |
| Farther Finance Advisors, LLC | 11,813 | $145.0 萬 | 0.01% | +529+4.7% | 加碼 |
| Ausdal Financial Partners, Inc. | 11,442 | $142.8 萬 | 0.06% | +1,048+10.1% | 加碼 |
| Ameritas Investment Partners, Inc. | 11,349 | $141.6 萬 | 0.04% | +1,671+17.3% | 加碼 |
| Integrated Wealth Concepts LLC | 11,342 | $141.6 萬 | 0.01% | +8,181+258.8% | 加碼 |
| Voya Investment Management LLC | 11,311 | $141.2 萬 | 0.00% | +1,541+15.8% | 加碼 |
| Tokio Marine Asset Management Co Ltd | 11,254 | $140.4 萬 | 0.05% | +1,257+12.6% | 加碼 |
| AMG National Trust Bank | 11,070 | $138.2 萬 | 0.03% | +7,595+218.6% | 加碼 |
| US Bancorp | 10,982 | $137.1 萬 | 0.00% | +1,000+10.0% | 加碼 |
| Newbridge Financial Services Group, Inc. | 10,973 | $136.9 萬 | 0.23% | +1,975+21.9% | 加碼 |
| E Fund Management Co., Ltd. | 10,822 | $135.1 萬 | 0.04% | +10,822 | 新進 |
| Truist Financial Corp | 10,684 | $133.3 萬 | 0.00% | −379−3.4% | 減碼 |
| Argent Advisors, Inc. | 10,500 | $131.0 萬 | 0.36% | +500+5.0% | 加碼 |
| Certior Financial Group, LLC | 10,485 | $130.9 萬 | 0.83% | +8,877+552.1% | 加碼 |
| Allianz Asset Management GmbH | 10,313 | $128.7 萬 | 0.00% | −983−8.7% | 減碼 |
| Alchemi Wealth, LLC | 10,291 | $128.4 萬 | 0.71% | +1,999+24.1% | 加碼 |
| Woodline Partners LP | 10,218 | $127.5 萬 | 0.00% | +5,407+112.4% | 加碼 |
| Am Investment Strategies LLC | 10,192 | $127.2 萬 | 0.28% | +1,000+10.9% | 加碼 |
| Northwestern Mutual Wealth Management Co | 10,132 | $126.4 萬 | 0.00% | +774+8.3% | 加碼 |
| Steward Partners Investment Advisory, LLC | 10,080 | $125.8 萬 | 0.01% | +1,122+12.5% | 加碼 |
| Dynamic Advisor Solutions LLC | 10,022 | $125.1 萬 | 0.04% | +1,105+12.4% | 加碼 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 10,007 | $124.9 萬 | 0.04% | +569+6.0% | 加碼 |
| Compagnie Lombard Odier SCmA | 9,995 | $124.7 萬 | 0.02% | +9,700+3,288.1% | 加碼 |
| Visionary Wealth Advisors | 9,965 | $124.4 萬 | 0.06% | +30.0% | 加碼 |
| Sun Financial Inc | 6,648 | $124.3 萬 | 0.62% | +377+6.0% | 加碼 |
| Abn Amro Investment Solutions | 9,805 | $122.4 萬 | 0.02% | +9,805 | 新進 |
| Polianta Ltd | 9,800 | $122.3 萬 | 0.16% | +1,500+18.1% | 加碼 |
| Brinker Capital Investments, LLC | 9,705 | $121.1 萬 | 0.01% | −2,072−17.6% | 減碼 |
| Sigma Planning Corp | 9,670 | $120.7 萬 | 0.03% | +2,251+30.3% | 加碼 |
| Sepio Capital, LP | 9,463 | $118.1 萬 | 0.06% | +242+2.6% | 加碼 |
| Omers Administration Corp | 9,462 | $118.1 萬 | 0.01% | +2,709+40.1% | 加碼 |
| Evexia Wealth LLC | 8,854 | $117.2 萬 | 0.32% | +470+5.6% | 加碼 |
| E. Ohman J:or Asset Management AB | 9,263 | $115.6 萬 | 0.03% | 00.0% | 不變 |
| Dba Trading, LLC | 9,200 | $114.8 萬 | 0.57% | 00.0% | 不變 |
| EFG International AG | 9,156 | $114.3 萬 | 0.02% | +6,849+296.9% | 加碼 |
| Pinnacle Associates Ltd | 9,020 | $112.6 萬 | 0.01% | −1,726−16.1% | 減碼 |
| Andina Capital Management, LLC | 9,011 | $112.5 萬 | 0.99% | +3,850+74.6% | 加碼 |
| China Universal Asset Management Co., Ltd. | 8,836 | $110.3 萬 | 0.08% | +1,260+16.6% | 加碼 |
| Pensionmark Financial Group, LLC | 8,711 | $108.7 萬 | 0.02% | −443−4.8% | 減碼 |
| Geneos Wealth Management Inc. | 8,667 | $108.2 萬 | 0.03% | +1,305+17.7% | 加碼 |
| Lombard Odier Asset Management (Switzerland) SA | 8,636 | $107.8 萬 | 0.04% | −1,698−16.4% | 減碼 |
| Kingsview Wealth Management, LLC | 8,623 | $107.6 萬 | 0.01% | +895+11.6% | 加碼 |
| B. Metzler seel. Sohn & Co. AG | 8,547 | $106.7 萬 | 0.01% | −57−0.7% | 減碼 |
| Allstate Corp | 8,509 | $106.2 萬 | 0.01% | −11,104−56.6% | 減碼 |
| Thompson David Blair | 8,405 | $104.9 萬 | 0.60% | −269−3.1% | 減碼 |
| Wallace Hart LLC | 8,400 | $104.8 萬 | 1.44% | −40−0.5% | 減碼 |
| Johns Hopkins University | 8,400 | $104.8 萬 | 0.08% | 00.0% | 不變 |
| Assenagon Asset Management S.A. | 8,338 | $104.1 萬 | 0.00% | −110−1.3% | 減碼 |
| J. Derek Lewis & Associates Inc. | 8,303 | $103.6 萬 | 0.23% | +1,550+23.0% | 加碼 |
| LCM Capital Management Inc | 8,139 | $101.6 萬 | 0.51% | 00.0% | 不變 |
| QTR Family Wealth, LLC | 7,379 | $101.4 萬 | 0.42% | +27+0.4% | 加碼 |
| Wahed Invest LLC | 8,106 | $101.2 萬 | 0.13% | +1,053+14.9% | 加碼 |
| Aptus Capital Advisors, LLC | 8,105 | $101.2 萬 | 0.01% | +849+11.7% | 加碼 |
| Signal Advisors Wealth, LLC | 7,959 | $99.3 萬 | 0.07% | +669+9.2% | 加碼 |
| Sig Brokerage, LP | 7,816 | $97.5 萬 | 0.28% | +7,816 | 新進 |
| Sage Mountain Advisors LLC | 7,787 | $97.2 萬 | 0.07% | +1,802+30.1% | 加碼 |
| North Dakota State Investment Board | 7,741 | $96.6 萬 | 0.04% | −1,554−16.7% | 減碼 |
| Concurrent Investment Advisors, LLC | 7,739 | $96.6 萬 | 0.01% | −1,827−19.1% | 減碼 |
| RSM US Wealth Management LLC | 7,613 | $95.0 萬 | 0.01% | +1,254+19.7% | 加碼 |
| Wealthcare Advisory Partners LLC | 7,528 | $93.9 萬 | 0.02% | +936+14.2% | 加碼 |
| Gladstone Institutional Advisory LLC | 7,473 | $93.3 萬 | 0.03% | +844+12.7% | 加碼 |
| MAI Capital Management | 7,367 | $91.9 萬 | 0.01% | +949+14.8% | 加碼 |
| Arkadios Wealth Advisors | 7,351 | $91.7 萬 | 0.02% | +1,907+35.0% | 加碼 |
| Traphagen Investment Advisors LLC | 7,277 | $90.8 萬 | 0.07% | −80−1.1% | 減碼 |