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 |
|---|---|---|---|---|---|
| Annandale Capital, LLC | 4,269 | $37.1 萬 | 0.05% | +4,269 | 新進 |
| Yousif Capital Management, LLC | 4,188 | $36.4 萬 | 0.00% | +126+3.1% | 加碼 |
| Bonfire Financial | 4,185 | $36.4 萬 | 0.23% | −20−0.5% | 減碼 |
| EFG International AG | 4,156 | $36.1 萬 | 0.01% | −5,000−54.6% | 減碼 |
| AXS Investments LLC | 4,125 | $35.9 萬 | 0.10% | +710+20.8% | 加碼 |
| Financial Sense Advisors, Inc. | 4,068 | $35.4 萬 | 0.07% | +4,068 | 新進 |
| Maridea Wealth Management LLC | 4,046 | $35.2 萬 | 0.04% | +1,492+58.4% | 加碼 |
| United Asset Strategies, Inc. | 3,999 | $34.8 萬 | 0.02% | −550−12.1% | 減碼 |
| First Foundation Advisors | 3,992 | $34.7 萬 | 0.01% | 00.0% | 不變 |
| Discipline Wealth Solutions, LLC | 3,945 | $34.3 萬 | 0.03% | +20+0.5% | 加碼 |
| Central Trust Co | 3,937 | $34.2 萬 | 0.01% | −25−0.6% | 減碼 |
| Savant Capital, LLC | 3,123 | $34.2 萬 | 0.00% | −284−8.3% | 減碼 |
| Savvy Advisors, Inc. | 3,904 | $33.9 萬 | 0.01% | −73−1.8% | 減碼 |
| Cardiff Park Advisors, LLC | 3,900 | $33.9 萬 | 0.03% | +670+20.7% | 加碼 |
| Brookstone Capital Management | 3,881 | $33.7 萬 | 0.00% | +1,486+62.0% | 加碼 |
| Client 1st Advisory Group, LLC | 3,870 | $33.6 萬 | 0.09% | −41−1.0% | 減碼 |
| Commerce Bank | 3,799 | $33.0 萬 | 0.00% | −245−6.1% | 減碼 |
| Stratos Wealth Advisors, LLC | 3,774 | $32.8 萬 | 0.02% | −3,397−47.4% | 減碼 |
| Principle Wealth Partners LLC | 3,771 | $32.8 萬 | 0.02% | −1,422−27.4% | 減碼 |
| Concurrent Investment Advisors, LLC | 3,770 | $32.8 萬 | 0.00% | −3,969−51.3% | 減碼 |
| CenterBook Partners LP | 3,737 | $32.5 萬 | 0.02% | +3,737 | 新進 |
| Simplicity Wealth,LLC | 3,707 | $32.2 萬 | 0.01% | −777−17.3% | 減碼 |
| Steel Peak Wealth Management LLC | 3,690 | $32.1 萬 | 0.01% | −2,406−39.5% | 減碼 |
| CMT Capital Markets Trading GmbH | 3,665 | $31.9 萬 | 0.17% | +820+28.8% | 加碼 |
| Gotham Asset Management, LLC | 3,649 | $31.7 萬 | 0.00% | +3,649 | 新進 |
| HighPoint Advisor Group LLC | 3,609 | $31.4 萬 | 0.01% | +200+5.9% | 加碼 |
| Ritholtz Wealth Management | 3,595 | $31.3 萬 | 0.00% | −659−15.5% | 減碼 |
| Betterment LLC | 3,561 | $31.0 萬 | 0.00% | +3,561 | 新進 |
| Signaturefd, LLC | 3,524 | $30.6 萬 | 0.00% | −1,234−25.9% | 減碼 |
| Clear Harbor Asset Management, LLC | 3,500 | $30.4 萬 | 0.02% | +979+38.8% | 加碼 |
| Rainey & Randall Investment Management Inc. | 3,497 | $30.4 萬 | 0.04% | +3,497 | 新進 |
| New York Life Investment Management LLC | 3,496 | $30.4 萬 | 0.00% | +3,496 | 新進 |
| NewEdge Wealth, LLC | 3,443 | $29.9 萬 | 0.00% | +31+0.9% | 加碼 |
| Means Investment Co., Inc. | 3,355 | $29.2 萬 | 0.02% | +200+6.3% | 加碼 |
| Synergy Financial Management, LLC | 3,333 | $29.0 萬 | 0.03% | +276+9.0% | 加碼 |
| Paul Damon & Associates, Inc. | 3,323 | $28.9 萬 | 0.11% | −100−2.9% | 減碼 |
| Invictus Private Wealth, LLC | 3,280 | $28.5 萬 | 0.02% | −1,500−31.4% | 減碼 |
| Bokf, NA | 3,275 | $28.5 萬 | 0.00% | +953+41.0% | 加碼 |
| COFG Advisors, LLC | 3,274 | $28.5 萬 | 0.05% | +3,274 | 新進 |
| Anchyra Partners LLC | 3,239 | $28.2 萬 | 0.07% | +477+17.3% | 加碼 |
| Fulcrum Asset Management LLP | 3,038 | $28.2 萬 | 0.03% | +3,038 | 新進 |
| Ballentine Partners, LLC | 3,224 | $28.0 萬 | 0.00% | −755−19.0% | 減碼 |
| Mutual of America Capital Management LLC | 3,220 | $28.0 萬 | 0.00% | +3,220 | 新進 |
| Waterloo Capital, L.P. | 3,202 | $27.9 萬 | 0.02% | +1,559+94.9% | 加碼 |
| Cornerstone Wealth Management, LLC | 3,153 | $27.4 萬 | 0.01% | +245+8.4% | 加碼 |
| Seelaus Asset Management LLC | 3,110 | $27.0 萬 | 0.19% | −225−6.7% | 減碼 |
| Mount Yale Investment Advisors, LLC | 3,109 | $27.0 萬 | 0.01% | +1,314+73.2% | 加碼 |
| Weaver Consulting Group | 3,105 | $27.0 萬 | 0.06% | +3,105 | 新進 |
| Independent Family Office, LLC | 3,100 | $26.9 萬 | 0.11% | −1,000−24.4% | 減碼 |
| HB Wealth Management, LLC | 3,093 | $26.9 萬 | 0.00% | −1,779−36.5% | 減碼 |
| Krilogy Financial LLC | 3,082 | $26.8 萬 | 0.01% | +254+9.0% | 加碼 |
| Cornerstone Advisory, LLC | 3,080 | $26.8 萬 | 0.02% | +3,080 | 新進 |
| Freestone Grove Partners LP | 3,069 | $26.7 萬 | 0.00% | +3,069 | 新進 |
| Parallel Advisors, LLC | 3,048 | $26.5 萬 | 0.00% | −473−13.4% | 減碼 |
| Mutual Advisors, LLC | 3,037 | $26.4 萬 | 0.00% | −32−1.0% | 減碼 |
| Keebeck Wealth Management, LLC | 3,033 | $26.4 萬 | 0.03% | −628−17.2% | 減碼 |
| United Capital Financial Advisers, LLC | 3,027 | $26.3 萬 | 0.00% | −779−20.5% | 減碼 |
| Red Reef Advisors LLC | 3,025 | $26.3 萬 | 0.24% | −72−2.3% | 減碼 |
| Key Client Fiduciary Advisors, LLC | 3,022 | $26.3 萬 | 0.08% | +831+37.9% | 加碼 |
| Cigna Investments Inc | 3,021 | $26.2 萬 | 0.03% | +114+3.9% | 加碼 |
| Blue Sky Capital Consultants Group, Inc. | 3,009 | $26.2 萬 | 0.11% | −16,432−84.5% | 減碼 |
| Sava Infond d.o.o. | 3,000 | $26.1 萬 | 0.02% | +300+11.1% | 加碼 |
| Quotient Wealth Partners, LLC | 2,994 | $26.0 萬 | 0.01% | +126+4.4% | 加碼 |
| Harbour Investments, Inc. | 2,955 | $25.7 萬 | 0.00% | −855−22.4% | 減碼 |
| Garden State Investment Advisory Services LLC | 2,952 | $25.7 萬 | 0.05% | 00.0% | 不變 |
| Monograph Wealth Advisors, LLC | 2,936 | $25.5 萬 | 0.02% | 00.0% | 不變 |
| Massmutual Trust Co FSB | 2,926 | $25.4 萬 | 0.01% | +31+1.1% | 加碼 |
| National Wealth Management Group, LLC | 2,924 | $25.4 萬 | 0.08% | −17−0.6% | 減碼 |
| Soltis Investment Advisors LLC | 2,883 | $25.1 萬 | 0.01% | −96−3.2% | 減碼 |
| Advisor OS, LLC | 2,872 | $25.0 萬 | 0.02% | −112−3.8% | 減碼 |
| Carroll Advisory Group, LLC | 2,840 | $24.7 萬 | 0.08% | −598−17.4% | 減碼 |
| Engineers Gate Manager LP | 2,840 | $24.7 萬 | 0.00% | +2,840 | 新進 |
| Vestmark Advisory Solutions, Inc. | 2,824 | $24.5 萬 | 0.00% | +2,824 | 新進 |
| Cyndeo Wealth Partners, LLC | 2,823 | $24.5 萬 | 0.01% | −186−6.2% | 減碼 |
| DecisionMap Wealth Management, LLC | 2,812 | $24.4 萬 | 0.14% | +64+2.3% | 加碼 |
| Allegheny Financial Group LTD | 2,800 | $24.3 萬 | 0.03% | +11+0.4% | 加碼 |
| Prepared Retirement Institute LLC | 2,799 | $24.3 萬 | 0.10% | −15,023−84.3% | 減碼 |
| Baader Bank INC | 2,790 | $24.3 萬 | 0.02% | −2,720−49.4% | 減碼 |
| Centiva Capital, LP | 2,764 | $24.0 萬 | 0.01% | −76,338−96.5% | 減碼 |
| Mountain Capital Investment Advisors, Inc | 2,759 | $24.0 萬 | 0.03% | +490+21.6% | 加碼 |
| Aaron Wealth Advisors | 2,741 | $23.8 萬 | 0.01% | +776+39.5% | 加碼 |
| Curran Financial Partners, LLC | 2,699 | $23.5 萬 | 0.03% | +15+0.6% | 加碼 |
| Magnus Financial Group LLC | 2,671 | $23.2 萬 | 0.02% | 00.0% | 不變 |
| Park Avenue Securities LLC | 2,664 | $23.2 萬 | 0.00% | −58−2.1% | 減碼 |
| Trifecta Capital Advisors, LLC | 2,661 | $23.1 萬 | 0.03% | +10.0% | 加碼 |
| Brown Advisory Inc | 2,648 | $23.0 萬 | 0.00% | +519+24.4% | 加碼 |
| Canal Capital Management, LLC | 2,634 | $22.9 萬 | 0.03% | −19−0.7% | 減碼 |
| Traynor Capital Management, Inc. | 2,620 | $22.8 萬 | 0.01% | +477+22.3% | 加碼 |
| Pennsylvania Capital Management Inc | 2,607 | $22.7 萬 | 0.06% | −4−0.2% | 減碼 |
| Laird Norton Trust Company, LLC | 2,603 | $22.6 萬 | 0.00% | −1,116−30.0% | 減碼 |
| Wick Capital Partners, LLC | 2,596 | $22.6 萬 | 0.03% | +211+8.8% | 加碼 |
| Crossmark Global Holdings, Inc. | 2,594 | $22.5 萬 | 0.00% | −42−1.6% | 減碼 |
| Avantax Planning Partners, Inc. | 2,591 | $22.5 萬 | 0.01% | +297+12.9% | 加碼 |
| AssuredPartners Investment Advisors, LLC | 2,590 | $22.5 萬 | 0.02% | +262+11.3% | 加碼 |
| Rothschild Investment LLC | 2,581 | $22.4 萬 | 0.01% | +22+0.9% | 加碼 |
| Panoramic Investment Advisors, LLC | 2,573 | $22.4 萬 | 0.11% | +57+2.3% | 加碼 |
| Investment Partners Asset Management, Inc. | 2,572 | $22.4 萬 | 0.12% | +11+0.4% | 加碼 |
| Caxton Associates LLP | 2,523 | $21.9 萬 | 0.00% | +2,523 | 新進 |
| Frec Markets, Inc. | 2,505 | $21.8 萬 | 0.02% | +417+20.0% | 加碼 |
| Evergreen Capital Management LLC | 2,500 | $21.7 萬 | 0.00% | −1,750−41.2% | 減碼 |