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。
2023 年第 1 季 13F 持有人
MSCI Inc. 在 2023/3/31 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
- 821
- 較 2022 年第 4 季 +34 家
- 持有股數
- 7,288 萬
- 較 2022 年第 4 季 +80.3 萬 (+1.1%)
- 總市值
- $407.1 億
- 較 2022 年第 4 季 +$71.9 億 (+21.4%)
- 新進機構
- 109
- 另有 305 家加碼
- 清倉機構
- 75
- 另有 303 家減碼
另有 17 家機構在 2022 年第 4 季持有、還沒有申報 2023 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 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 |
2023 年第 1 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 2022 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Clarius Group, LLC | 1,024 | $57.3 萬 | 0.05% | −3−0.3% | 減碼 |
| Stanley-Laman Group, Ltd. | 1,069 | $59.8 萬 | 0.11% | −17−1.6% | 減碼 |
| Rockefeller Capital Management L.P. | 1,074 | $60.0 萬 | 0.00% | −318−22.8% | 減碼 |
| Evercore Wealth Management, LLC | 1,078 | $60.3 萬 | 0.01% | 00.0% | 不變 |
| Beacon Pointe Advisors, LLC | 1,093 | $61.2 萬 | 0.01% | +141+14.8% | 加碼 |
| Keybank National Association | 1,103 | $61.7 萬 | 0.00% | −26−2.3% | 減碼 |
| Navellier & Associates Inc | 1,103 | $61.7 萬 | 0.13% | +61+5.9% | 加碼 |
| Verition Fund Management LLC | 1,112 | $62.2 萬 | 0.01% | −2,512−69.3% | 減碼 |
| Angeles Wealth Management, LLC | 1,122 | $62.8 萬 | 0.09% | +95+9.3% | 加碼 |
| Clarus Wealth Advisors | 1,192 | $63.6 萬 | 0.40% | +673+129.7% | 加碼 |
| Baker Avenue Asset Management, LP | 1,157 | $64.8 萬 | 0.03% | +1,134+4,930.4% | 加碼 |
| Harbor Capital Advisors, Inc. | 1,160 | $64.9 萬 | 0.19% | +997+611.7% | 加碼 |
| Sigma Planning Corp | 1,161 | $65.0 萬 | 0.02% | +29+2.6% | 加碼 |
| Vestmark Advisory Solutions, Inc. | 1,177 | $65.9 萬 | 0.03% | +384+48.4% | 加碼 |
| BSW Wealth Partners | 1,185 | $66.3 萬 | 0.14% | −21−1.7% | 減碼 |
| Signaturefd, LLC | 1,196 | $66.9 萬 | 0.02% | +25+2.1% | 加碼 |
| Snowden Capital Advisors LLC | 1,196 | $66.9 萬 | 0.03% | +43+3.7% | 加碼 |
| Stelac Advisory Services LLC | 1,226 | $68.6 萬 | 0.30% | 00.0% | 不變 |
| Qtron Investments LLC | 1,267 | $70.9 萬 | 0.15% | +442+53.6% | 加碼 |
| Pinnacle Associates Ltd | 1,268 | $71.0 萬 | 0.01% | +62+5.1% | 加碼 |
| InterOcean Capital Group, LLC | 1,269 | $71.0 萬 | 0.02% | +7+0.6% | 加碼 |
| Bradley Foster & Sargent Inc | 1,286 | $72.0 萬 | 0.02% | 00.0% | 不變 |
| Ossiam | 1,286 | $72.0 萬 | 0.01% | +253+24.5% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 1,290 | $72.2 萬 | 0.00% | −90−6.5% | 減碼 |
| Coldstream Capital Management Inc | 1,307 | $73.1 萬 | 0.02% | +25+2.0% | 加碼 |
| Oak Ridge Investments LLC | 1,346 | $75.3 萬 | 0.10% | +94+7.5% | 加碼 |
| Hancock Whitney Corp | 1,364 | $76.3 萬 | 0.03% | −3−0.2% | 減碼 |
| Pathstone Family Office, LLC | 920 | $76.4 萬 | 0.01% | −3,006−76.6% | 減碼 |
| Institute for Wealth Management, LLC. | 1,368 | $76.6 萬 | 0.15% | −26−1.9% | 減碼 |
| Moody Lynn & Lieberson, LLC | 1,388 | $77.7 萬 | 0.07% | +11+0.8% | 加碼 |
| Maverick Capital Ltd大師Maverick 資本 | 1,416 | $79.3 萬 | 0.02% | +743+110.4% | 加碼 |
| Alera Investment Advisors, LLC | 1,434 | $80.3 萬 | 0.18% | +16+1.1% | 加碼 |
| Sentry Investment Management LLC | 1,440 | $80.6 萬 | 0.33% | +903+168.2% | 加碼 |
| ETF Managers Group, LLC | 1,442 | $80.7 萬 | 0.03% | +21+1.5% | 加碼 |
| Algert Global LLC | 1,450 | $81.2 萬 | 0.04% | −380−20.8% | 減碼 |
| Kayne Anderson Rudnick Investment Management LLC | 1,458 | $81.6 萬 | 0.00% | −414−22.1% | 減碼 |
| Natixis | 1,464 | $81.9 萬 | 0.01% | −14,579−90.9% | 減碼 |
| Blair William & Co | 1,470 | $82.3 萬 | 0.00% | −240−14.0% | 減碼 |
| Cypress Asset Management Inc | 1,478 | $82.7 萬 | 0.29% | −15−1.0% | 減碼 |
| CWM, LLC | 1,489 | $83.3 萬 | 0.01% | −3−0.2% | 減碼 |
| Ellevest, Inc. | 1,495 | $83.7 萬 | 0.07% | +34+2.3% | 加碼 |
| Graham Capital Management, L.P. | 1,499 | $83.9 萬 | 0.03% | +580+63.1% | 加碼 |
| Jefferies Financial Group Inc. | 1,503 | $84.1 萬 | 0.02% | −3,698−71.1% | 減碼 |
| Retireful, LLC | 1,521 | $85.1 萬 | 0.27% | +1,521 | 新進 |
| EP Wealth Advisors, LLC | 9,710 | $85.3 萬 | 0.02% | +9,127+1,565.5% | 加碼 |
| Illinois Municipal Retirement Fund | 1,543 | $86.4 萬 | 0.02% | 00.0% | 不變 |
| Pier Capital, LLC | 1,546 | $86.5 萬 | 0.13% | −269−14.8% | 減碼 |
| Wealth Management Associates, Inc. | 1,548 | $86.6 萬 | 0.54% | −54−3.4% | 減碼 |
| Lincoln National Corp | 1,548 | $86.7 萬 | 0.02% | +324+26.5% | 加碼 |
| B.O.S.S. Retirement Advisors, LLC | 1,564 | $87.5 萬 | 0.21% | −17−1.1% | 減碼 |
| Glenmede Trust Co NA | 1,584 | $88.7 萬 | 0.01% | −5−0.3% | 減碼 |
| Weiss Asset Management LP | 1,600 | $89.6 萬 | 0.07% | +1,600 | 新進 |
| Merit Financial Group, LLC | 1,604 | $89.8 萬 | 0.03% | +2+0.1% | 加碼 |
| Ballentine Partners, LLC | 1,606 | $89.9 萬 | 0.02% | +19+1.2% | 加碼 |
| Heartland Bank & Trust Co | 1,622 | $90.8 萬 | 0.69% | +1,622 | 新進 |
| Aspen Grove Capital, LLC | 1,626 | $91.0 萬 | 0.40% | −210−11.4% | 減碼 |
| Capital International Ltd | 1,627 | $91.1 萬 | 0.05% | +1,627 | 新進 |
| RB Capital Management, LLC | 1,671 | $93.5 萬 | 0.31% | +83+5.2% | 加碼 |
| Signet Financial Management, LLC | 1,689 | $94.5 萬 | 0.16% | +1,689 | 新進 |
| Alberta Investment Management Corp | 1,700 | $95.1 萬 | 0.01% | +1,700 | 新進 |
| Balboa Wealth Partners | 1,701 | $95.2 萬 | 0.36% | −2,251−57.0% | 減碼 |
| Wetherby Asset Management Inc | 1,711 | $95.8 萬 | 0.06% | −18−1.0% | 減碼 |
| Diversified Trust Co | 1,731 | $96.9 萬 | 0.04% | +407+30.7% | 加碼 |
| Chartwell Investment Partners, LLC | 1,761 | $98.5 萬 | 0.04% | 00.0% | 不變 |
| Apollon Wealth Management, LLC | 1,778 | $99.5 萬 | 0.06% | −156−8.1% | 減碼 |
| Van Leeuwen & Company, LLC | 1,782 | $99.7 萬 | 0.67% | +1,782 | 新進 |
| Buckley Wealth Management, LLC | 1,795 | $100.5 萬 | 0.37% | −90−4.8% | 減碼 |
| Ci Investments Inc. | 1,816 | $101.6 萬 | 0.01% | −1,283−41.4% | 減碼 |
| Segment Wealth Management, LLC | 1,834 | $102.6 萬 | 0.12% | −40−2.1% | 減碼 |
| Meeder Advisory Services, Inc. | 1,839 | $102.9 萬 | 0.12% | +89+5.1% | 加碼 |
| Arbor Capital Management Inc | 1,952 | $103.2 萬 | 0.84% | −100−4.9% | 減碼 |
| SRN Advisors, LLC | 1,881 | $103.2 萬 | 0.95% | +373+24.7% | 加碼 |
| Sompo Asset Management Co., Ltd. | 1,850 | $103.5 萬 | 0.22% | +160+9.5% | 加碼 |
| TrimTabs Asset Management, LLC | 1,878 | $105.1 萬 | 0.56% | +240+14.7% | 加碼 |
| Ostrum Asset Management | 1,883 | $105.4 萬 | 0.09% | +1,883 | 新進 |
| Clearbridge Investments, LLC | 1,891 | $105.8 萬 | 0.00% | +1,891 | 新進 |
| Liberty Wealth Management LLC | 1,898 | $106.2 萬 | 0.22% | +1,898 | 新進 |
| Vestcor Inc | 1,903 | $106.5 萬 | 0.04% | −8−0.4% | 減碼 |
| Advisory Services Network, LLC | 1,906 | $106.7 萬 | 0.03% | +229+13.7% | 加碼 |
| Toroso Investments, LLC | 1,936 | $108.4 萬 | 0.04% | +121+6.7% | 加碼 |
| Fortis Capital Management LLC | 1,955 | $109.4 萬 | 0.44% | +205+11.7% | 加碼 |
| Value Partners Investments Inc. | 1,965 | $109.8 萬 | 0.09% | −2−0.1% | 減碼 |
| Two Sigma Securities, LLC | 1,981 | $110.9 萬 | 0.09% | +968+95.6% | 加碼 |
| Birinyi Associates Inc | 2,001 | $112.0 萬 | 0.46% | −250−11.1% | 減碼 |
| Exencial Wealth Advisors, LLC | 2,013 | $112.7 萬 | 0.06% | +10.0% | 加碼 |
| Veritable, L.P. | 2,042 | $114.3 萬 | 0.02% | +287+16.4% | 加碼 |
| Qsemble Capital Management, LP | 2,050 | $114.7 萬 | 0.77% | +2,050 | 新進 |
| Brookstone Capital Management | 2,140 | $115.0 萬 | 0.02% | +2,140 | 新進 |
| Bayesian Capital Management, LP | 2,138 | $119.7 萬 | 0.15% | −600−21.9% | 減碼 |
| AXS Investments LLC | 2,167 | $121.3 萬 | 0.40% | −69−3.1% | 減碼 |
| Intech Investment Management LLC | 2,172 | $121.6 萬 | 0.01% | −122−5.3% | 減碼 |
| Paragon Advisors, LLC | 2,180 | $121.9 萬 | 0.41% | −400−15.5% | 減碼 |
| Dana Investment Advisors, Inc. | 2,190 | $122.6 萬 | 0.06% | +2+0.1% | 加碼 |
| Engineers Gate Manager LP | 2,207 | $123.5 萬 | 0.05% | −531−19.4% | 減碼 |
| Bennett Selby Investments LP | 2,227 | $124.6 萬 | 0.82% | +10.0% | 加碼 |
| Tower Research Capital LLC (TRC) | 2,233 | $124.9 萬 | 0.04% | +832+59.4% | 加碼 |
| Empirical Finance, LLC | 2,232 | $124.9 萬 | 0.12% | +89+4.2% | 加碼 |
| ProVise Management Group, LLC | 2,264 | $126.7 萬 | 0.12% | −485−17.6% | 減碼 |
| Brookfield Asset Management Inc. | 2,285 | $127.9 萬 | 0.01% | +2,285 | 新進 |
| Mercer Global Advisors Inc | 2,286 | $128.0 萬 | 0.01% | −198−8.0% | 減碼 |