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 2 季 13F 持有人
Strategy Inc 在 2026/6/30 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
- 852
- 較 2026 年第 1 季 −80 家
- 持有股數
- 2.09 億
- 較 2026 年第 1 季 +1,180 萬 (+6.0%)
- 總市值
- $182.2 億
- 較 2026 年第 1 季 −$64.2 億 (−26.1%)
- 新進機構
- 104
- 另有 365 家加碼
- 清倉機構
- 184
- 另有 271 家減碼
另有 14 家機構在 2026 年第 1 季持有、還沒有申報 2026 年第 2 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 2 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 2026 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Krilogy Financial LLC | 3,082 | $26.8 萬 | 0.01% | +254+9.0% | 加碼 |
| HB Wealth Management, LLC | 3,093 | $26.9 萬 | 0.00% | −1,779−36.5% | 減碼 |
| Independent Family Office, LLC | 3,100 | $26.9 萬 | 0.11% | −1,000−24.4% | 減碼 |
| Weaver Consulting Group | 3,105 | $27.0 萬 | 0.06% | +3,105 | 新進 |
| Mount Yale Investment Advisors, LLC | 3,109 | $27.0 萬 | 0.01% | +1,314+73.2% | 加碼 |
| Seelaus Asset Management LLC | 3,110 | $27.0 萬 | 0.19% | −225−6.7% | 減碼 |
| Cornerstone Wealth Management, LLC | 3,153 | $27.4 萬 | 0.01% | +245+8.4% | 加碼 |
| Waterloo Capital, L.P. | 3,202 | $27.9 萬 | 0.02% | +1,559+94.9% | 加碼 |
| Mutual of America Capital Management LLC | 3,220 | $28.0 萬 | 0.00% | +3,220 | 新進 |
| Ballentine Partners, LLC | 3,224 | $28.0 萬 | 0.00% | −755−19.0% | 減碼 |
| Fulcrum Asset Management LLP | 3,038 | $28.2 萬 | 0.03% | +3,038 | 新進 |
| Anchyra Partners LLC | 3,239 | $28.2 萬 | 0.07% | +477+17.3% | 加碼 |
| COFG Advisors, LLC | 3,274 | $28.5 萬 | 0.05% | +3,274 | 新進 |
| Bokf, NA | 3,275 | $28.5 萬 | 0.00% | +953+41.0% | 加碼 |
| Invictus Private Wealth, LLC | 3,280 | $28.5 萬 | 0.02% | −1,500−31.4% | 減碼 |
| Paul Damon & Associates, Inc. | 3,323 | $28.9 萬 | 0.11% | −100−2.9% | 減碼 |
| Synergy Financial Management, LLC | 3,333 | $29.0 萬 | 0.03% | +276+9.0% | 加碼 |
| Means Investment Co., Inc. | 3,355 | $29.2 萬 | 0.02% | +200+6.3% | 加碼 |
| NewEdge Wealth, LLC | 3,443 | $29.9 萬 | 0.00% | +31+0.9% | 加碼 |
| New York Life Investment Management LLC | 3,496 | $30.4 萬 | 0.00% | +3,496 | 新進 |
| Rainey & Randall Investment Management Inc. | 3,497 | $30.4 萬 | 0.04% | +3,497 | 新進 |
| Clear Harbor Asset Management, LLC | 3,500 | $30.4 萬 | 0.02% | +979+38.8% | 加碼 |
| Signaturefd, LLC | 3,524 | $30.6 萬 | 0.00% | −1,234−25.9% | 減碼 |
| Betterment LLC | 3,561 | $31.0 萬 | 0.00% | +3,561 | 新進 |
| Ritholtz Wealth Management | 3,595 | $31.3 萬 | 0.00% | −659−15.5% | 減碼 |
| HighPoint Advisor Group LLC | 3,609 | $31.4 萬 | 0.01% | +200+5.9% | 加碼 |
| Gotham Asset Management, LLC | 3,649 | $31.7 萬 | 0.00% | +3,649 | 新進 |
| CMT Capital Markets Trading GmbH | 3,665 | $31.9 萬 | 0.17% | +820+28.8% | 加碼 |
| Steel Peak Wealth Management LLC | 3,690 | $32.1 萬 | 0.01% | −2,406−39.5% | 減碼 |
| Simplicity Wealth,LLC | 3,707 | $32.2 萬 | 0.01% | −777−17.3% | 減碼 |
| CenterBook Partners LP | 3,737 | $32.5 萬 | 0.02% | +3,737 | 新進 |
| Concurrent Investment Advisors, LLC | 3,770 | $32.8 萬 | 0.00% | −3,969−51.3% | 減碼 |
| Principle Wealth Partners LLC | 3,771 | $32.8 萬 | 0.02% | −1,422−27.4% | 減碼 |
| Stratos Wealth Advisors, LLC | 3,774 | $32.8 萬 | 0.02% | −3,397−47.4% | 減碼 |
| Commerce Bank | 3,799 | $33.0 萬 | 0.00% | −245−6.1% | 減碼 |
| Client 1st Advisory Group, LLC | 3,870 | $33.6 萬 | 0.09% | −41−1.0% | 減碼 |
| Brookstone Capital Management | 3,881 | $33.7 萬 | 0.00% | +1,486+62.0% | 加碼 |
| Cardiff Park Advisors, LLC | 3,900 | $33.9 萬 | 0.03% | +670+20.7% | 加碼 |
| Savvy Advisors, Inc. | 3,904 | $33.9 萬 | 0.01% | −73−1.8% | 減碼 |
| Savant Capital, LLC | 3,123 | $34.2 萬 | 0.00% | −284−8.3% | 減碼 |
| Central Trust Co | 3,937 | $34.2 萬 | 0.01% | −25−0.6% | 減碼 |
| Discipline Wealth Solutions, LLC | 3,945 | $34.3 萬 | 0.03% | +20+0.5% | 加碼 |
| First Foundation Advisors | 3,992 | $34.7 萬 | 0.01% | 00.0% | 不變 |
| United Asset Strategies, Inc. | 3,999 | $34.8 萬 | 0.02% | −550−12.1% | 減碼 |
| Maridea Wealth Management LLC | 4,046 | $35.2 萬 | 0.04% | +1,492+58.4% | 加碼 |
| Financial Sense Advisors, Inc. | 4,068 | $35.4 萬 | 0.07% | +4,068 | 新進 |
| AXS Investments LLC | 4,125 | $35.9 萬 | 0.10% | +710+20.8% | 加碼 |
| EFG International AG | 4,156 | $36.1 萬 | 0.01% | −5,000−54.6% | 減碼 |
| Bonfire Financial | 4,185 | $36.4 萬 | 0.23% | −20−0.5% | 減碼 |
| Yousif Capital Management, LLC | 4,188 | $36.4 萬 | 0.00% | +126+3.1% | 加碼 |
| Annandale Capital, LLC | 4,269 | $37.1 萬 | 0.05% | +4,269 | 新進 |
| Fifth Third Bancorp | 4,278 | $37.2 萬 | 0.00% | −696−14.0% | 減碼 |
| Keybank National Association | 4,315 | $37.5 萬 | 0.00% | −492−10.2% | 減碼 |
| Cambria Investment Management, L.P. | 4,324 | $37.6 萬 | 0.02% | −107−2.4% | 減碼 |
| Vienna Asset Management LLC | 4,327 | $37.6 萬 | 0.27% | −7,982−64.8% | 減碼 |
| Aviso Wealth Management | 4,330 | $37.6 萬 | 0.15% | 00.0% | 不變 |
| Fort Point Capital Partners LLC | 4,365 | $37.9 萬 | 0.04% | +570+15.0% | 加碼 |
| Abound Financial, LLC | 4,391 | $38.2 萬 | 0.15% | +135+3.2% | 加碼 |
| Intech Investment Management LLC | 4,411 | $38.3 萬 | 0.00% | +2,228+102.1% | 加碼 |
| Militia Capital Management LLC | 4,450 | $38.7 萬 | 0.07% | +1,500+50.8% | 加碼 |
| Capital International Inc | 4,452 | $38.7 萬 | 0.00% | 00.0% | 不變 |
| Sowell Financial Services LLC | 4,458 | $38.8 萬 | 0.01% | +66+1.5% | 加碼 |
| Kovitz Investment Group Partners, LLC | 4,464 | $38.8 萬 | 0.01% | +83+1.9% | 加碼 |
| MAI Capital Management | 4,475 | $38.9 萬 | 0.00% | −2,892−39.3% | 減碼 |
| Metis Global Partners, LLC | 4,488 | $39.0 萬 | 0.01% | +1,990+79.7% | 加碼 |
| Pine Valley Investments Ltd Liability Co | 4,504 | $39.2 萬 | 0.02% | +74+1.7% | 加碼 |
| Diversify Wealth Management, LLC | 4,095 | $40.4 萬 | 0.01% | +2,137+109.1% | 加碼 |
| Diversify Advisory Services, LLC | 4,095 | $40.4 萬 | 0.01% | +4,095 | 新進 |
| Warren Averett Asset Management, LLC | 4,676 | $40.7 萬 | 0.00% | +808+20.9% | 加碼 |
| Kovack Advisors, Inc. | 4,710 | $41.4 萬 | 0.02% | −26,813−85.1% | 減碼 |
| Allworth Financial LP | 4,782 | $41.6 萬 | 0.00% | +1,115+30.4% | 加碼 |
| Moneta Group Investment Advisors LLC | 4,820 | $41.9 萬 | 0.00% | +18+0.4% | 加碼 |
| Woodward Diversified Capital, LLC | 4,834 | $42.0 萬 | 0.19% | +20.0% | 加碼 |
| Valeo Financial Advisors, LLC | 4,847 | $42.1 萬 | 0.01% | +748+18.2% | 加碼 |
| 180 Wealth Advisors, LLC | 4,849 | $42.2 萬 | 0.04% | +2,864+144.3% | 加碼 |
| Snowden Capital Advisors LLC | 4,850 | $42.2 萬 | 0.01% | +4,850 | 新進 |
| Robertson Stephens Wealth Management, LLC | 4,876 | $42.4 萬 | 0.01% | +4,876 | 新進 |
| Principal Securities, Inc. | 4,949 | $43.0 萬 | 0.01% | +1,677+51.3% | 加碼 |
| IFP Advisors, Inc | 4,963 | $43.1 萬 | 0.01% | −35−0.7% | 減碼 |
| FIL Ltd | 4,970 | $43.2 萬 | 0.00% | +4,970 | 新進 |
| AdvisorNet Financial, Inc | 4,972 | $43.2 萬 | 0.02% | +50+1.0% | 加碼 |
| Citizens Financial Group Inc | 5,010 | $43.6 萬 | 0.01% | −161−3.1% | 減碼 |
| Vestcor Inc | 5,097 | $44.3 萬 | 0.01% | 00.0% | 不變 |
| Wiley Bros.-Aintree Capital, LLC | 5,153 | $44.8 萬 | 0.00% | −292−5.4% | 減碼 |
| Alphadyne Asset Management LP | 5,171 | $45.0 萬 | 0.02% | +5,171 | 新進 |
| Perennial Investment Advisors, LLC | 5,171 | $45.0 萬 | 0.03% | −210−3.9% | 減碼 |
| Meeder Advisory Services, Inc. | 5,187 | $45.1 萬 | 0.02% | +1,492+40.4% | 加碼 |
| Larson Financial Group LLC | 5,337 | $46.4 萬 | 0.01% | −609−10.2% | 減碼 |
| MetLife Investment Management | 5,341 | $46.4 萬 | 0.00% | −552−9.4% | 減碼 |
| Hartline Investment Corp | 5,369 | $46.7 萬 | 0.04% | +2,750+105.0% | 加碼 |
| Institute for Wealth Management, LLC. | 5,460 | $47.5 萬 | 0.04% | −1,005−15.5% | 減碼 |
| ICICI Prudential Asset Management Co Ltd | 5,470 | $47.6 萬 | 0.05% | +265+5.1% | 加碼 |
| US Bancorp | 5,471 | $47.6 萬 | 0.00% | −5,511−50.2% | 減碼 |
| IPG Investment Advisors LLC | 5,500 | $47.8 萬 | 0.07% | +376+7.3% | 加碼 |
| Principal Financial Group Inc | 5,506 | $47.9 萬 | 0.00% | +1,927+53.8% | 加碼 |
| Merit Financial Group, LLC | 5,541 | $48.2 萬 | 0.00% | −150−2.6% | 減碼 |
| Bridgewater Associates, LP | 5,568 | $48.4 萬 | 0.00% | 00.0% | 不變 |
| TCW Group Inc | 5,568 | $48.4 萬 | 0.00% | +400+7.7% | 加碼 |
| Siemens Fonds Invest GmbH | 5,587 | $48.6 萬 | 0.02% | 00.0% | 不變 |
| Covenant Asset Management, LLC | 5,616 | $48.8 萬 | 0.09% | 00.0% | 不變 |