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 |
|---|---|---|---|---|---|
| Sterling Investment Advisors, Ltd. | 5,673 | $49.3 萬 | 0.08% | −930−14.1% | 減碼 |
| Comprehensive Financial Consultants Institutional, Inc. | 5,698 | $49.5 萬 | 0.13% | +84+1.5% | 加碼 |
| Lifeworks Advisors, LLC | 5,744 | $49.9 萬 | 0.05% | −177−3.0% | 減碼 |
| Headlands Technologies LLC | 5,750 | $50.0 萬 | 0.05% | −88,424−93.9% | 減碼 |
| Arkadios Wealth Advisors | 5,766 | $50.1 萬 | 0.01% | −1,585−21.6% | 減碼 |
| Fiduciary Trust Co | 5,766 | $50.1 萬 | 0.01% | −3−0.1% | 減碼 |
| Beacon Capital Management, LLC | 5,810 | $50.5 萬 | 0.07% | +128+2.3% | 加碼 |
| Verus Capital Partners, LLC | 5,811 | $50.5 萬 | 0.03% | −159−2.7% | 減碼 |
| Finer Wealth Management, Inc. | 5,954 | $51.8 萬 | 0.23% | +25+0.4% | 加碼 |
| E6 Portfolios, LLC | 5,982 | $52.0 萬 | 0.42% | +1,488+33.1% | 加碼 |
| Change Path, LLC | 5,990 | $52.1 萬 | 0.01% | −835−12.2% | 減碼 |
| Axxcess Wealth Management, LLC | 6,000 | $52.2 萬 | 0.01% | −6,155−50.6% | 減碼 |
| Turner Financial Group, Inc. | 6,057 | $52.7 萬 | 0.52% | +6,057 | 新進 |
| Tradition Wealth Management, LLC | 6,104 | $53.1 萬 | 0.03% | +283+4.9% | 加碼 |
| Capstone Financial Advisors, Inc. | 6,107 | $53.1 萬 | 0.03% | −7,117−53.8% | 減碼 |
| LCM Capital Management Inc | 6,139 | $53.4 萬 | 0.23% | −2,000−24.6% | 減碼 |
| Nwam LLC | 6,248 | $54.3 萬 | 0.03% | +786+14.4% | 加碼 |
| QRG Capital Management, Inc. | 6,258 | $54.4 萬 | 0.00% | +247+4.1% | 加碼 |
| Sig Brokerage, LP | 6,343 | $55.1 萬 | 0.09% | −1,473−18.8% | 減碼 |
| Raiffeisen Bank International AG | 5,980 | $55.4 萬 | 0.01% | +5,792+3,080.9% | 加碼 |
| Fiduciary Alliance LLC | 6,421 | $55.8 萬 | 0.04% | −43,097−87.0% | 減碼 |
| Core Wealth Partners LLC | 6,435 | $55.9 萬 | 0.24% | +213+3.4% | 加碼 |
| B. Metzler seel. Sohn & Co. AG | 6,436 | $55.9 萬 | 0.00% | −2,111−24.7% | 減碼 |
| National Asset Management, Inc. | 6,046 | $56.0 萬 | 0.03% | +1,042+20.8% | 加碼 |
| Evergreen Wealth Solutions, LLC | 5,846 | $56.8 萬 | 0.03% | +722+14.1% | 加碼 |
| Convergence Financial, LLC | 6,530 | $56.8 萬 | 0.05% | 00.0% | 不變 |
| CoreCap Advisors, LLC | 6,531 | $56.8 萬 | 0.02% | +3,610+123.6% | 加碼 |
| E. Ohman J:or Asset Management AB | 6,763 | $58.8 萬 | 0.01% | −2,500−27.0% | 減碼 |
| Csenge Advisory Group | 6,784 | $59.0 萬 | 0.02% | +4,889+258.0% | 加碼 |
| Resources Investment Advisors, LLC. | 6,839 | $59.5 萬 | 0.01% | +1,961+40.2% | 加碼 |
| Howard Capital Management Inc. | 6,850 | $59.5 萬 | 0.01% | +6,850 | 新進 |
| Centaurus Financial, Inc. | 6,900 | $60.0 萬 | 0.02% | +100+1.5% | 加碼 |
| Insigneo Advisory Services, LLC | 6,912 | $60.1 萬 | 0.02% | +2,158+45.4% | 加碼 |
| Assenagon Asset Management S.A. | 6,922 | $60.2 萬 | 0.00% | −1,416−17.0% | 減碼 |
| Ambassador Advisors, LLC | 6,952 | $60.4 萬 | 0.07% | +49+0.7% | 加碼 |
| Sullivan Wood Capital Management LLC | 7,000 | $60.9 萬 | 0.83% | +7,000 | 新進 |
| Blueshift Asset Management, LLC | 7,050 | $61.3 萬 | 0.14% | +7,050 | 新進 |
| Traphagen Investment Advisors LLC | 7,070 | $61.5 萬 | 0.04% | −207−2.8% | 減碼 |
| Capital International Ltd | 7,170 | $62.3 萬 | 0.02% | +201+2.9% | 加碼 |
| Osmosis Investment Management UK Ltd | 7,251 | $63.0 萬 | 0.03% | −6,038−45.4% | 減碼 |
| Twin Tree Management, LP | 7,263 | $63.1 萬 | 0.10% | +7,263 | 新進 |
| Patriot Investment Management Inc. | 7,264 | $63.1 萬 | 0.04% | −7,242−49.9% | 減碼 |
| EP Wealth Advisors, LLC | 7,348 | $63.9 萬 | 0.00% | +3,022+69.9% | 加碼 |
| UniSuper Management Pty Ltd | 7,373 | $64.1 萬 | 0.00% | +2,273+44.6% | 加碼 |
| Walser Wealth Management Company, A Ltd Liability Co | 7,382 | $64.2 萬 | 0.27% | +1,072+17.0% | 加碼 |
| RSM US Wealth Management LLC | 7,438 | $64.7 萬 | 0.01% | −175−2.3% | 減碼 |
| J.W. Cole Advisors, Inc. | 7,445 | $64.7 萬 | 0.01% | +7,445 | 新進 |
| Partners Wealth Management, LLC | 7,460 | $64.8 萬 | 0.64% | +382+5.4% | 加碼 |
| Everence Capital Management Inc | 7,485 | $65.1 萬 | 0.03% | +3,601+92.7% | 加碼 |
| Integrity Alliance, LLC. | 7,669 | $66.7 萬 | 0.02% | +1,139+17.4% | 加碼 |
| Sepio Capital, LP | 7,711 | $67.0 萬 | 0.03% | −1,752−18.5% | 減碼 |
| Wahed Invest LLC | 7,788 | $67.7 萬 | 0.07% | −318−3.9% | 減碼 |
| Wealthcare Advisory Partners LLC | 7,857 | $68.3 萬 | 0.01% | +329+4.4% | 加碼 |
| Oxler Private Wealth LLC | 7,998 | $69.5 萬 | 0.20% | +3,262+68.9% | 加碼 |
| Readystate Asset Management LP | 8,044 | $69.9 萬 | 0.03% | −8,040−50.0% | 減碼 |
| Kingsview Wealth Management, LLC | 8,067 | $70.1 萬 | 0.01% | −556−6.4% | 減碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 8,172 | $71.0 萬 | 0.04% | +1,224+17.6% | 加碼 |
| Thompson David Blair | 8,232 | $71.6 萬 | 0.36% | −173−2.1% | 減碼 |
| Spartan Wealth Advisory Services LLC | 8,236 | $71.6 萬 | 0.06% | +1,200+17.1% | 加碼 |
| Aptus Capital Advisors, LLC | 8,258 | $71.8 萬 | 0.01% | +153+1.9% | 加碼 |
| Johns Hopkins University | 8,400 | $73.0 萬 | 0.05% | 00.0% | 不變 |
| Wallace Hart LLC | 8,400 | $73.0 萬 | 0.46% | 00.0% | 不變 |
| Modern Wealth Management, LLC | 8,403 | $73.0 萬 | 0.01% | +5,351+175.3% | 加碼 |
| Beacon Pointe Advisors, LLC | 8,455 | $73.5 萬 | 0.00% | +2,909+52.5% | 加碼 |
| Prakash Investment Advisors LLC | 8,500 | $73.9 萬 | 0.46% | −6,300−42.6% | 減碼 |
| Summit Trail Advisors, LLC | 8,607 | $74.8 萬 | 0.01% | +2,094+32.2% | 加碼 |
| Tower Research Capital LLC (TRC) | 8,639 | $75.1 萬 | 0.02% | −13,818−61.5% | 減碼 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 8,764 | $76.2 萬 | 0.02% | −1,243−12.4% | 減碼 |
| Sequoia Financial Advisors, LLC | 8,916 | $77.5 萬 | 0.00% | −3,800−29.9% | 減碼 |
| Disciplined Investors, L.L.C. | 8,930 | $77.6 萬 | 0.39% | −6,507−42.2% | 減碼 |
| Visionary Wealth Advisors | 9,016 | $78.4 萬 | 0.03% | −949−9.5% | 減碼 |
| PFG Investments, LLC | 9,182 | $79.8 萬 | 0.03% | +2,048+28.7% | 加碼 |
| SRS Capital Advisors, Inc. | 9,206 | $80.0 萬 | 0.01% | +6,505+240.8% | 加碼 |
| Northwestern Mutual Wealth Management Co | 9,250 | $80.4 萬 | 0.00% | −882−8.7% | 減碼 |
| Dynamic Advisor Solutions LLC | 9,266 | $80.5 萬 | 0.02% | −756−7.5% | 減碼 |
| North Dakota State Investment Board | 9,276 | $80.6 萬 | 0.03% | +1,535+19.8% | 加碼 |
| Lombard Odier Asset Management (Switzerland) SA | 9,376 | $81.5 萬 | 0.03% | +740+8.6% | 加碼 |
| Winton Group Ltd | 9,500 | $82.6 萬 | 0.03% | +9,500 | 新進 |
| Formidable Asset Management, LLC | 6,720 | $83.9 萬 | 0.13% | +2,565+61.7% | 加碼 |
| Sage Mountain Advisors LLC | 9,697 | $84.3 萬 | 0.05% | +1,910+24.5% | 加碼 |
| Spire Wealth Management | 9,763 | $84.9 萬 | 0.03% | −2,816−22.4% | 減碼 |
| M&T Bank Corp | 9,767 | $84.9 萬 | 0.00% | −5,590−36.4% | 減碼 |
| China Universal Asset Management Co., Ltd. | 9,961 | $86.6 萬 | 0.05% | +1,125+12.7% | 加碼 |
| Gladstone Institutional Advisory LLC | 9,997 | $86.9 萬 | 0.03% | +2,524+33.8% | 加碼 |
| PKO Investment Management Joint-Stock Co | 10,000 | $86.9 萬 | 0.06% | +5,000+100.0% | 加碼 |
| Bleakley Financial Group, LLC | 10,104 | $87.8 萬 | 0.01% | −2,696−21.1% | 減碼 |
| Brinker Capital Investments, LLC | 10,249 | $89.1 萬 | 0.01% | +544+5.6% | 加碼 |
| Maripau Wealth Management LLC | 9,149 | $89.2 萬 | 0.32% | +2,897+46.3% | 加碼 |
| Jones Financial Companies LLLP | 10,843 | $89.3 萬 | 0.00% | +4,329+66.5% | 加碼 |
| Geneos Wealth Management Inc. | 10,278 | $89.3 萬 | 0.02% | +1,611+18.6% | 加碼 |
| Voya Investment Management LLC | 10,281 | $89.4 萬 | 0.00% | −1,030−9.1% | 減碼 |
| Natixis Advisors, L.P. | 10,458 | $90.9 萬 | 0.00% | +10,458 | 新進 |
| Certior Financial Group, LLC | 10,485 | $91.1 萬 | 0.50% | 00.0% | 不變 |
| Argent Advisors, Inc. | 10,500 | $91.3 萬 | 0.23% | 00.0% | 不變 |
| Ethic Inc. | 10,538 | $91.6 萬 | 0.01% | −2,300−17.9% | 減碼 |
| Indivisible Partners | 10,758 | $93.5 萬 | 0.05% | +4,615+75.1% | 加碼 |
| Knights of Columbus Asset Advisors LLC | 10,834 | $94.2 萬 | 0.05% | +10,834 | 新進 |
| Sigma Planning Corp | 10,906 | $94.8 萬 | 0.02% | +1,236+12.8% | 加碼 |
| Newbridge Financial Services Group, Inc. | 10,955 | $95.2 萬 | 0.12% | −18−0.2% | 減碼 |
| Western Wealth Management, LLC | 11,002 | $95.6 萬 | 0.03% | −1,952−15.1% | 減碼 |