MSCI Inc.
MSCI- 交易所
- NYSE
- 產業
- Services-Business Services, NEC
- SEC CIK
- 0001408198
近 90 天，MSCI Inc. 內部人申報 1 筆公開市場買進、0 筆賣出；2026 年第 2 季末有 1,087 家機構在 13F 申報持有，市值合計 $376.8 億；維京全球投資、馬克爾集團等 3 位大師持有。
2021 年第 4 季 13F 持有人
MSCI Inc. 在 2021/12/31 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
- 851
- 較 2021 年第 3 季 +56 家
- 持有股數
- 7,422 萬
- 較 2021 年第 3 季 +18.8 萬 (+0.3%)
- 總市值
- $452.0 億
- 較 2021 年第 3 季 +$1.61 億 (+0.4%)
- 新進機構
- 122
- 另有 339 家加碼
- 清倉機構
- 66
- 另有 280 家減碼
另有 15 家機構在 2021 年第 3 季持有、還沒有申報 2021 年第 4 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 MSCI 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 | 1,087 | $376.8 億 |
| 2026 年第 1 季 | 1,068 | $350.8 億 |
| 2025 年第 4 季 | 1,081 | $385.9 億 |
| 2025 年第 3 季 | 1,039 | $387.6 億 |
| 2025 年第 2 季 | 1,087 | $411.9 億 |
| 2025 年第 1 季 | 1,082 | $401.6 億 |
| 2024 年第 4 季 | 1,071 | $426.2 億 |
| 2024 年第 3 季 | 1,001 | $406.9 億 |
| 2024 年第 2 季 | 939 | $342.4 億 |
| 2024 年第 1 季 | 922 | $401.3 億 |
| 2023 年第 4 季 | 881 | $405.2 億 |
| 2023 年第 3 季 | 832 | $366.7 億 |
| 2023 年第 2 季 | 814 | $334.4 億 |
| 2023 年第 1 季 | 821 | $407.1 億 |
| 2022 年第 4 季 | 804 | $335.6 億 |
| 2022 年第 3 季 | 742 | $301.3 億 |
| 2022 年第 2 季 | 748 | $297.7 億 |
| 2022 年第 1 季 | 820 | $365.7 億 |
| 2021 年第 4 季 | 851 | $452.0 億 |
| 2021 年第 3 季 | 810 | $450.9 億 |
| 2021 年第 2 季 | 757 | $398.8 億 |
| 2021 年第 1 季 | 738 | $315.6 億 |
2021 年第 4 季持有機構
每家機構持有 MSCI Inc. 的股數、市值與佔組合比重；股數變化跟 2021 年第 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Copperwynd Financial, LLC | 1,383 | $84.7 萬 | 0.32% | +81+6.2% | 加碼 |
| Profund Advisors LLC | 1,372 | $84.1 萬 | 0.03% | +101+7.9% | 加碼 |
| Csenge Advisory Group | 1,548 | $82.7 萬 | 0.07% | −117−7.0% | 減碼 |
| Donoghue Forlines LLC | 1,348 | $82.6 萬 | 0.14% | +689+104.6% | 加碼 |
| IndexIQ Advisors LLC | 1,347 | $82.5 萬 | 0.03% | −38−2.7% | 減碼 |
| Laurel Wealth Advisors, Inc. | 1,346 | $82.5 萬 | 0.06% | +1,346 | 新進 |
| Wetherby Asset Management Inc | 1,343 | $82.3 萬 | 0.05% | −43−3.1% | 減碼 |
| IBM Retirement Fund | 1,336 | $81.9 萬 | 0.10% | −925−40.9% | 減碼 |
| Intercontinental Wealth Advisors, LLC | 1,324 | $81.1 萬 | 0.17% | +565+74.4% | 加碼 |
| Verition Fund Management LLC | 1,321 | $80.9 萬 | 0.01% | +1,321 | 新進 |
| Transform Wealth, LLC | 1,312 | $80.4 萬 | 0.08% | −199−13.2% | 減碼 |
| Pensionfund DSM Netherlands | 1,300 | $79.6 萬 | 0.09% | 00.0% | 不變 |
| Veriti Management LLC | 1,299 | $79.6 萬 | 0.10% | +441+51.4% | 加碼 |
| Toroso Investments, LLC | 1,297 | $79.5 萬 | 0.02% | +175+15.6% | 加碼 |
| Gilbert & Cook, Inc. | 1,287 | $78.9 萬 | 0.13% | +166+14.8% | 加碼 |
| Kestra Private Wealth Services, LLC | 1,283 | $78.6 萬 | 0.04% | +826+180.7% | 加碼 |
| Quadrature Capital Ltd | 1,276 | $78.1 萬 | 0.04% | +1,276 | 新進 |
| Sigma Planning Corp | 1,270 | $77.8 萬 | 0.02% | +50+4.1% | 加碼 |
| Mountain Capital Investment Advisors, Inc | 1,402 | $77.6 萬 | 0.35% | +223+18.9% | 加碼 |
| Oak Ridge Investments LLC | 1,255 | $76.9 萬 | 0.06% | +1,255 | 新進 |
| Davy Global Fund Management Ltd | 1,250 | $76.6 萬 | 0.12% | −577−31.6% | 減碼 |
| Apollon Wealth Management, LLC | 1,233 | $75.5 萬 | 0.06% | +707+134.4% | 加碼 |
| Personal Cfo Solutions, LLC | 1,210 | $74.1 萬 | 0.14% | +20+1.7% | 加碼 |
| Menard Financial Group LLC | 1,200 | $73.5 萬 | 0.60% | −155−11.4% | 減碼 |
| Western Financial Corporation | 1,200 | $73.5 萬 | 0.39% | +235+24.4% | 加碼 |
| Frank, Rimerman Advisors LLC | 1,191 | $73.0 萬 | 0.24% | +154+14.9% | 加碼 |
| Assetmark, Inc | 1,189 | $72.8 萬 | 0.00% | +1,063+843.7% | 加碼 |
| Vestcor Inc | 1,170 | $71.7 萬 | 0.03% | −955−44.9% | 減碼 |
| Institute for Wealth Management, LLC. | 1,169 | $71.6 萬 | 0.12% | −36−3.0% | 減碼 |
| Keybank National Association | 1,152 | $70.6 萬 | 0.00% | −208−15.3% | 減碼 |
| Sawtooth Solutions, LLC | 1,152 | $70.6 萬 | 0.08% | +151+15.1% | 加碼 |
| Mawer Investment Management Ltd. | 1,152 | $70.6 萬 | 0.00% | +754+189.4% | 加碼 |
| Wealth Alliance | 1,148 | $70.3 萬 | 0.14% | −18−1.5% | 減碼 |
| Stelac Advisory Services LLC | 1,137 | $69.7 萬 | 0.19% | +82+7.8% | 加碼 |
| Captrust Financial Advisors | 1,114 | $68.3 萬 | 0.00% | −81−6.8% | 減碼 |
| Evercore Wealth Management, LLC | 1,111 | $68.1 萬 | 0.01% | 00.0% | 不變 |
| Castleview Partners, LLC | 411,892 | $67.2 萬 | 0.01% | +411,892 | 新進 |
| RB Capital Management, LLC | 1,095 | $67.1 萬 | 0.21% | +140+14.7% | 加碼 |
| Ameritas Investment Partners, Inc. | 1,081 | $66.2 萬 | 0.02% | −33−3.0% | 減碼 |
| Navellier & Associates Inc | 1,064 | $65.2 萬 | 0.09% | −705−39.9% | 減碼 |
| Jackson Creek Investment Advisors LLC | 1,063 | $65.1 萬 | 0.23% | −6−0.6% | 減碼 |
| Walleye Capital LLC | 1,051 | $64.4 萬 | 0.02% | −681−39.3% | 減碼 |
| Cresset Asset Management, LLC | 1,052 | $64.4 萬 | 0.01% | −208−16.5% | 減碼 |
| Segall Bryant & Hamill, LLC | 1,038 | $63.5 萬 | 0.01% | −147−12.4% | 減碼 |
| WealthBridge Capital Management, LLC | 1,015 | $62.2 萬 | 0.23% | −8−0.8% | 減碼 |
| Lombard Odier Asset Management (Switzerland) SA | 1,016 | $62.2 萬 | 0.04% | +1,016 | 新進 |
| Harbor Advisors LLC | 1,000 | $61.3 萬 | 0.11% | 00.0% | 不變 |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 1,000 | $61.3 萬 | 0.18% | +1,000 | 新進 |
| Camden Capital, LLC | 993 | $60.8 萬 | 0.13% | +123+14.1% | 加碼 |
| Hillsdale Investment Management Inc. | 990 | $60.7 萬 | 0.04% | −50−4.8% | 減碼 |
| Ci Investments Inc. | 987 | $60.5 萬 | 0.00% | −184−15.7% | 減碼 |
| Meiji Yasuda Asset Management Co Ltd. | 975 | $59.7 萬 | 0.04% | +100+11.4% | 加碼 |
| Raymond James Trust N.A. | 973 | $59.6 萬 | 0.02% | +204+26.5% | 加碼 |
| Grove Bank & Trust | 971 | $59.5 萬 | 0.11% | +71+7.9% | 加碼 |
| Private Trust Co NA | 966 | $59.2 萬 | 0.08% | −6−0.6% | 減碼 |
| Chicago Partners Investment Group LLC | 1,109 | $59.1 萬 | 0.04% | −18−1.6% | 減碼 |
| Cerity Partners LLC | 960 | $59.0 萬 | 0.01% | +960 | 新進 |
| Forte Capital LLC | 954 | $58.5 萬 | 0.07% | −37−3.7% | 減碼 |
| Beacon Pointe Advisors, LLC | 948 | $58.1 萬 | 0.02% | −7,015−88.1% | 減碼 |
| Telemus Capital, LLC | 948 | $58.1 萬 | 0.05% | +86+10.0% | 加碼 |
| Wrapmanager Inc | 944 | $57.8 萬 | 0.14% | −29−3.0% | 減碼 |
| Coldstream Capital Management Inc | 925 | $56.7 萬 | 0.02% | +925 | 新進 |
| Boit C F David | 910 | $55.8 萬 | 0.35% | 00.0% | 不變 |
| Bryn Mawr Trust Co | 905 | $55.4 萬 | 0.02% | 00.0% | 不變 |
| Versor Investments LP | 900 | $55.1 萬 | 0.02% | +900 | 新進 |
| Perigon Wealth Management, LLC | 877 | $53.7 萬 | 0.04% | 00.0% | 不變 |
| Regentatlantic Capital LLC | 872 | $53.4 萬 | 0.01% | −51−5.5% | 減碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 870 | $53.3 萬 | 0.00% | −19,940−95.8% | 減碼 |
| Ambassador Advisors, LLC | 865 | $53.0 萬 | 0.10% | −3,761−81.3% | 減碼 |
| Siemens Fonds Invest GmbH | 863 | $52.9 萬 | 0.03% | +3+0.3% | 加碼 |
| Clarius Group, LLC | 861 | $52.8 萬 | 0.04% | −57−6.2% | 減碼 |
| Pendal Group Limited | 862 | $52.8 萬 | 0.00% | +862 | 新進 |
| Texas Capital Bank Wealth Management Services Inc | 850 | $52.1 萬 | 0.05% | 00.0% | 不變 |
| Mitchell & Pahl Private Wealth, LLC | 847 | $51.9 萬 | 0.33% | +139+19.6% | 加碼 |
| Asahi Life Asset Management Co., Ltd. | 845 | $51.8 萬 | 0.07% | +445+111.3% | 加碼 |
| Pathstone Family Office, LLC | 835 | $51.3 萬 | 0.01% | +451+117.4% | 加碼 |
| Checchi Capital Advisers, LLC | 833 | $51.0 萬 | 0.06% | −13−1.5% | 減碼 |
| MAI Capital Management | 822 | $50.4 萬 | 0.01% | +59+7.7% | 加碼 |
| GFG Capital, LLC | 817 | $50.1 萬 | 0.15% | +18+2.3% | 加碼 |
| Trust Asset Management LLC | 807 | $49.4 萬 | 0.06% | 00.0% | 不變 |
| Intellectus Partners, LLC | 805 | $49.3 萬 | 0.13% | −13−1.6% | 減碼 |
| RFG Advisory, LLC | 794 | $48.6 萬 | 0.03% | +56+7.6% | 加碼 |
| EverSource Wealth Advisors, LLC | 789 | $48.4 萬 | 0.14% | +789 | 新進 |
| Diversified Trust Co | 782 | $47.9 萬 | 0.02% | +95+13.8% | 加碼 |
| Elk River Wealth Management, LLC | 780 | $47.8 萬 | 0.11% | 00.0% | 不變 |
| MBB Public Markets I LLC | 778 | $47.7 萬 | 0.01% | +778 | 新進 |
| CAPROCK Group, Inc. | 776 | $47.5 萬 | 0.04% | +178+29.8% | 加碼 |
| Chilton Investment Co LLC | 760 | $46.6 萬 | 0.01% | −392−34.0% | 減碼 |
| Parallel Advisors, LLC | 749 | $45.9 萬 | 0.02% | +11+1.5% | 加碼 |
| BMS Financial Advisors, LLC | 746 | $45.7 萬 | 0.29% | +746 | 新進 |
| Symmetry Partners, LLC | 744 | $45.6 萬 | 0.03% | −232−23.8% | 減碼 |
| Signaturefd, LLC | 744 | $45.6 萬 | 0.01% | −10−1.3% | 減碼 |
| BSW Wealth Partners | 739 | $45.3 萬 | 0.11% | −130−15.0% | 減碼 |
| SFMG, LLC | 737 | $45.2 萬 | 0.04% | −112−13.2% | 減碼 |
| Conning Inc. | 735 | $45.0 萬 | 0.01% | −96−11.6% | 減碼 |
| Synovus Financial Corp | 731 | $44.9 萬 | 0.00% | +118+19.2% | 加碼 |
| Advisors Asset Management, Inc. | 730 | $44.7 萬 | 0.01% | −21−2.8% | 減碼 |
| Golden State Wealth Management, LLC | 729 | $44.7 萬 | 0.08% | +19+2.7% | 加碼 |
| Sentry Investment Management LLC | 728 | $44.6 萬 | 0.12% | 00.0% | 不變 |
| Metis Global Partners, LLC | 719 | $44.0 萬 | 0.12% | +719 | 新進 |