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 |
|---|---|---|---|---|---|
| Stratos Wealth Advisors, LLC | 7,171 | $89.5 萬 | 0.05% | −3,204−30.9% | 減碼 |
| PFG Investments, LLC | 7,134 | $89.0 萬 | 0.04% | +817+12.9% | 加碼 |
| Partners Wealth Management, LLC | 7,078 | $88.3 萬 | 0.91% | +19+0.3% | 加碼 |
| Paradigm Financial Partners, LLC | 7,067 | $88.2 萬 | 0.16% | −5,609−44.2% | 減碼 |
| Spartan Wealth Advisory Services LLC | 7,036 | $87.8 萬 | 0.08% | +7,036 | 新進 |
| Capital International Ltd | 6,969 | $87.0 萬 | 0.03% | +1,754+33.6% | 加碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 6,948 | $86.7 萬 | 0.06% | 00.0% | 不變 |
| Ambassador Advisors, LLC | 6,903 | $86.1 萬 | 0.13% | 00.0% | 不變 |
| Waldron Private Wealth LLC | 6,888 | $86.0 萬 | 0.03% | −10−0.1% | 減碼 |
| Change Path, LLC | 6,825 | $85.2 萬 | 0.02% | +2,515+58.4% | 加碼 |
| Centaurus Financial, Inc. | 6,800 | $84.9 萬 | 0.04% | −56−0.8% | 減碼 |
| Sterling Investment Advisors, Ltd. | 6,603 | $82.4 萬 | 0.15% | +1,293+24.4% | 加碼 |
| Jones Financial Companies LLLP | 6,514 | $82.1 萬 | 0.00% | +6,233+2,218.1% | 加碼 |
| Integrity Alliance, LLC. | 6,530 | $81.5 萬 | 0.03% | +3,680+129.1% | 加碼 |
| Convergence Financial, LLC | 6,530 | $81.5 萬 | 0.09% | +3,270+100.3% | 加碼 |
| Summit Trail Advisors, LLC | 6,513 | $81.3 萬 | 0.01% | +3,709+132.3% | 加碼 |
| Institute for Wealth Management, LLC. | 6,465 | $80.7 萬 | 0.09% | +6,465 | 新進 |
| Woodward Diversified Capital, LLC | 4,832 | $80.5 萬 | 0.37% | +833+20.8% | 加碼 |
| MBL Wealth, LLC | 6,420 | $80.1 萬 | 0.06% | −94−1.4% | 減碼 |
| DeepCurrents Investment Group LLC | 6,363 | $79.4 萬 | 0.03% | +6,363 | 新進 |
| Walser Wealth Management Company, A Ltd Liability Co | 6,310 | $78.7 萬 | 0.35% | +732+13.1% | 加碼 |
| Maripau Wealth Management LLC | 6,252 | $78.0 萬 | 0.34% | +717+13.0% | 加碼 |
| Core Wealth Partners LLC | 6,222 | $77.7 萬 | 0.36% | −20−0.3% | 減碼 |
| Tred Avon Family Wealth, LLC | 6,194 | $77.3 萬 | 0.26% | −2,712−30.5% | 減碼 |
| Indivisible Partners | 6,143 | $76.7 萬 | 0.07% | +4,284+230.4% | 加碼 |
| Steel Peak Wealth Management LLC | 6,096 | $76.1 萬 | 0.02% | +6,096 | 新進 |
| QRG Capital Management, Inc. | 6,011 | $75.0 萬 | 0.01% | −24,912−80.6% | 減碼 |
| Verus Capital Partners, LLC | 5,970 | $74.5 萬 | 0.05% | −2,102−26.0% | 減碼 |
| Larson Financial Group LLC | 5,946 | $74.2 萬 | 0.02% | +1,135+23.6% | 加碼 |
| BLKBRD Asset Management, LP | 5,931 | $74.0 萬 | 1.93% | −1,537−20.6% | 減碼 |
| Finer Wealth Management, Inc. | 5,929 | $74.0 萬 | 0.37% | −10,019−62.8% | 減碼 |
| Lifeworks Advisors, LLC | 5,921 | $73.9 萬 | 0.09% | +117+2.0% | 加碼 |
| MetLife Investment Management | 5,893 | $73.5 萬 | 0.00% | +794+15.6% | 加碼 |
| Tradition Wealth Management, LLC | 5,821 | $72.6 萬 | 0.05% | +2,664+84.4% | 加碼 |
| State of Michigan Retirement System | 5,800 | $72.4 萬 | 0.00% | 00.0% | 不變 |
| Dynasty Wealth Management, LLC | 5,783 | $72.2 萬 | 0.01% | +5,783 | 新進 |
| Fiduciary Trust Co | 5,769 | $72.0 萬 | 0.01% | −16−0.3% | 減碼 |
| Merit Financial Group, LLC | 5,691 | $71.0 萬 | 0.01% | +180+3.3% | 加碼 |
| Beacon Capital Management, LLC | 5,682 | $70.9 萬 | 0.13% | +461+8.8% | 加碼 |
| CoinFund Management LLC | 5,680 | $70.9 萬 | 2.08% | +5,680 | 新進 |
| Covenant Asset Management, LLC | 5,616 | $70.1 萬 | 0.14% | 00.0% | 不變 |
| Comprehensive Financial Consultants Institutional, Inc. | 5,614 | $70.1 萬 | 0.21% | 00.0% | 不變 |
| Siemens Fonds Invest GmbH | 5,587 | $69.7 萬 | 0.04% | +129+2.4% | 加碼 |
| Bridgewater Associates, LP | 5,568 | $69.5 萬 | 0.00% | −4,426−44.3% | 減碼 |
| Qube Research & Technologies Ltd | 5,557 | $69.4 萬 | 0.00% | +5,557 | 新進 |
| Bannerstone Capital Management, LLC | 5,554 | $69.3 萬 | 0.72% | +5,554 | 新進 |
| Beacon Pointe Advisors, LLC | 5,546 | $69.2 萬 | 0.00% | +557+11.2% | 加碼 |
| Perigon Wealth Management, LLC | 5,464 | $68.2 萬 | 0.01% | +2,021+58.7% | 加碼 |
| Nwam LLC | 5,462 | $68.2 萬 | 0.04% | +1,192+27.9% | 加碼 |
| Wiley Bros.-Aintree Capital, LLC | 5,445 | $67.9 萬 | 0.00% | −454−7.7% | 減碼 |
| Perennial Investment Advisors, LLC | 5,381 | $67.2 萬 | 0.05% | +60+1.1% | 加碼 |
| DRW Securities, LLC | 5,299 | $66.1 萬 | 0.04% | −46,711−89.8% | 減碼 |
| Thryve Wealth Management LLC | 5,265 | $65.7 萬 | 0.44% | −863−14.1% | 減碼 |
| ICICI Prudential Asset Management Co Ltd | 5,205 | $65.0 萬 | 0.08% | +909+21.2% | 加碼 |
| Principle Wealth Partners LLC | 5,193 | $64.8 萬 | 0.04% | +430+9.0% | 加碼 |
| Banque Cantonale Vaudoise | 5,193 | $64.8 萬 | 0.02% | −1,095−17.4% | 減碼 |
| Thrivent Financial for Lutherans | 5,188 | $64.7 萬 | 0.00% | +171+3.4% | 加碼 |
| Citizens Financial Group Inc | 5,171 | $64.5 萬 | 0.01% | −202−3.8% | 減碼 |
| TCW Group Inc | 5,168 | $64.5 萬 | 0.00% | +956+22.7% | 加碼 |
| 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 |
| UniSuper Management Pty Ltd | 5,100 | $63.6 萬 | 0.00% | 00.0% | 不變 |
| Vestcor Inc | 5,097 | $63.6 萬 | 0.02% | 00.0% | 不變 |
| Formidable Asset Management, LLC | 4,155 | $63.1 萬 | 0.10% | +2,940+242.0% | 加碼 |
| CTC Alternative Strategies, Ltd. | 5,008 | $62.5 萬 | 1.42% | +642+14.7% | 加碼 |
| DV Trading LLC | 5,007 | $62.5 萬 | 0.06% | +2,381+90.7% | 加碼 |
| PKO Investment Management Joint-Stock Co | 5,000 | $62.4 萬 | 0.05% | −13,000−72.2% | 減碼 |
| IFP Advisors, Inc | 4,998 | $62.4 萬 | 0.01% | +667+15.4% | 加碼 |
| U.S. Capital Wealth Advisors, LLC | 4,975 | $62.1 萬 | 0.02% | +2,570+106.9% | 加碼 |
| Fifth Third Bancorp | 4,974 | $62.1 萬 | 0.00% | +2,184+78.3% | 加碼 |
| AdvisorNet Financial, Inc | 4,922 | $61.4 萬 | 0.03% | +776+18.7% | 加碼 |
| Wedmont Private Capital | 4,751 | $61.0 萬 | 0.02% | +1,650+53.2% | 加碼 |
| Resources Investment Advisors, LLC. | 4,878 | $60.9 萬 | 0.01% | +3,406+231.4% | 加碼 |
| HB Wealth Management, LLC | 4,872 | $60.8 萬 | 0.00% | +1,899+63.9% | 加碼 |
| National Asset Management, Inc. | 5,004 | $60.8 萬 | 0.04% | +305+6.5% | 加碼 |
| Keybank National Association | 4,807 | $60.0 萬 | 0.00% | +20.0% | 加碼 |
| Moneta Group Investment Advisors LLC | 4,802 | $59.9 萬 | 0.00% | +2,940+157.9% | 加碼 |
| Invictus Private Wealth, LLC | 4,780 | $59.7 萬 | 0.04% | +1,500+45.7% | 加碼 |
| Signaturefd, LLC | 4,758 | $59.4 萬 | 0.01% | +2,379+100.0% | 加碼 |
| Insigneo Advisory Services, LLC | 4,754 | $59.3 萬 | 0.04% | +1,751+58.3% | 加碼 |
| Flaharty Asset Management, LLC | 4,751 | $59.3 萬 | 0.07% | +2,275+91.9% | 加碼 |
| Oxler Private Wealth LLC | 4,736 | $59.1 萬 | 0.19% | +58+1.2% | 加碼 |
| Skopos Labs, Inc. | 4,649 | $58.0 萬 | 0.02% | +4,649 | 新進 |
| United Asset Strategies, Inc. | 4,549 | $56.8 萬 | 0.05% | +544+13.6% | 加碼 |
| E6 Portfolios, LLC | 4,494 | $56.1 萬 | 0.58% | +717+19.0% | 加碼 |
| Simplicity Wealth,LLC | 4,484 | $56.0 萬 | 0.03% | +410+10.1% | 加碼 |
| TCG Advisory Services, LLC | 4,466 | $55.7 萬 | 0.01% | +2,876+180.9% | 加碼 |
| Capula Management Ltd | 4,456 | $55.6 萬 | 0.00% | −121,832−96.5% | 減碼 |
| Capital International Inc | 4,452 | $55.6 萬 | 0.00% | +1,286+40.6% | 加碼 |
| Cambria Investment Management, L.P. | 4,431 | $55.3 萬 | 0.03% | +4,431 | 新進 |
| Pine Valley Investments Ltd Liability Co | 4,430 | $55.3 萬 | 0.03% | +119+2.8% | 加碼 |
| LaSalle St. Investment Advisors, LLC | 4,401 | $54.9 萬 | 0.08% | +1,495+51.4% | 加碼 |
| Sowell Financial Services LLC | 4,392 | $54.8 萬 | 0.02% | +137+3.2% | 加碼 |
| Kovitz Investment Group Partners, LLC | 4,381 | $54.7 萬 | 0.01% | +68+1.6% | 加碼 |
| Aviso Wealth Management | 4,330 | $54.0 萬 | 0.24% | 00.0% | 不變 |
| EP Wealth Advisors, LLC | 4,326 | $54.0 萬 | 0.00% | −39−0.9% | 減碼 |
| Pennington Partners & Co., LLC | 4,287 | $53.5 萬 | 0.18% | +4,287 | 新進 |
| Mosley Wealth Management | 1,656 | $53.4 萬 | 0.24% | +18+1.1% | 加碼 |
| Boothbay Fund Management, LLC | 4,272 | $53.3 萬 | 0.01% | −4,400−50.7% | 減碼 |
| Abound Financial, LLC | 4,256 | $53.1 萬 | 0.23% | −204−4.6% | 減碼 |