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。
2024 年第 1 季 13F 持有人
MSCI Inc. 在 2024/3/31 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
- 922
- 較 2023 年第 4 季 +52 家
- 持有股數
- 7,169 萬
- 較 2023 年第 4 季 +53.1 萬 (+0.7%)
- 總市值
- $401.3 億
- 較 2023 年第 4 季 −$8,547 萬 (−0.2%)
- 新進機構
- 111
- 另有 367 家加碼
- 清倉機構
- 59
- 另有 313 家減碼
另有 11 家機構在 2023 年第 4 季持有、還沒有申報 2024 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 |
2024 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 2023 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| BI Asset Management Fondsmaeglerselskab A/S | 1,489 | $83.5 萬 | 0.02% | +1,489 | 新進 |
| EPG Wealth Management LLC | 1,495 | $83.8 萬 | 0.21% | +22+1.5% | 加碼 |
| Merit Financial Group, LLC | 1,811 | $84.6 萬 | 0.02% | −3−0.2% | 減碼 |
| Waterloo Capital, L.P. | 1,525 | $85.4 萬 | 0.11% | +341+28.8% | 加碼 |
| Texas Capital Bancshares Inc | 1,530 | $85.7 萬 | 0.39% | +1,530 | 新進 |
| Parallax Volatility Advisers, L.P. | 1,536 | $86.1 萬 | 0.02% | −75−4.7% | 減碼 |
| Knollwood Investment Advisory, LLC | 1,545 | $86.6 萬 | 0.16% | 00.0% | 不變 |
| Ostrum Asset Management | 1,568 | $87.9 萬 | 0.07% | +198+14.5% | 加碼 |
| Achmea Investment Management B.V. | 1,597 | $89.5 萬 | 0.02% | −2,111−56.9% | 減碼 |
| Arbor Capital Management Inc | 1,932 | $91.5 萬 | 0.87% | −65−3.3% | 減碼 |
| Catalyst Capital Advisors LLC | 1,640 | $91.9 萬 | 0.02% | +1,400+583.3% | 加碼 |
| Cipher Capital LP | 1,642 | $92.0 萬 | 0.43% | 00.0% | 不變 |
| Advisory Services Network, LLC | 1,658 | $92.9 萬 | 0.02% | +73+4.6% | 加碼 |
| Wetherby Asset Management Inc | 1,673 | $93.8 萬 | 0.04% | −13−0.8% | 減碼 |
| Robertson Stephens Wealth Management, LLC | 1,676 | $93.9 萬 | 0.05% | +1,240+284.4% | 加碼 |
| RB Capital Management, LLC | 1,698 | $95.2 萬 | 0.25% | +26+1.6% | 加碼 |
| Alberta Investment Management Corp | 1,700 | $95.3 萬 | 0.01% | 00.0% | 不變 |
| Sompo Asset Management Co., Ltd. | 1,750 | $98.1 萬 | 0.16% | −330−15.9% | 減碼 |
| Diversified Trust Co | 1,788 | $100.2 萬 | 0.03% | +29+1.6% | 加碼 |
| Keybank National Association | 1,791 | $100.4 萬 | 0.00% | +43+2.5% | 加碼 |
| Edmond de Rothschild Holding S.A. | 1,792 | $100.4 萬 | 0.02% | −581−24.5% | 減碼 |
| Tower Research Capital LLC (TRC) | 1,793 | $100.5 萬 | 0.02% | −9,046−83.5% | 減碼 |
| LVW Advisors, LLC | 1,808 | $101.3 萬 | 0.17% | +195+12.1% | 加碼 |
| Ballentine Partners, LLC | 1,827 | $102.4 萬 | 0.02% | −34−1.8% | 減碼 |
| Buckley Wealth Management, LLC | 1,830 | $102.6 萬 | 0.33% | 00.0% | 不變 |
| DF Dent & Co Inc | 1,835 | $102.8 萬 | 0.01% | +151+9.0% | 加碼 |
| Wellington Wealth Strategies, LLC. | 1,861 | $104.3 萬 | 0.50% | −870−31.9% | 減碼 |
| Quest Partners LLC | 1,862 | $104.4 萬 | 0.18% | +636+51.9% | 加碼 |
| Sequoia Financial Advisors, LLC | 1,874 | $105.0 萬 | 0.01% | −2,458−56.7% | 減碼 |
| Kingswood Wealth Advisors, LLC | 1,879 | $105.3 萬 | 0.12% | +16+0.9% | 加碼 |
| Liberty Wealth Management LLC | 1,883 | $105.5 萬 | 0.21% | 00.0% | 不變 |
| Linden Thomas Advisory Services, LLC | 1,897 | $106.3 萬 | 0.17% | +102+5.7% | 加碼 |
| Atria Wealth Solutions, Inc. | 1,910 | $107.1 萬 | 0.01% | −275−12.6% | 減碼 |
| Banco Santander, S.A. | 1,923 | $107.8 萬 | 0.01% | −3,435−64.1% | 減碼 |
| Navellier & Associates Inc | 1,953 | $109.5 萬 | 0.13% | +56+3.0% | 加碼 |
| Grey Street Capital, LLC | 1,993 | $111.7 萬 | 0.15% | +1,993 | 新進 |
| Groupama Asset Managment | 898 | $112.0 萬 | 0.02% | −1,300−59.1% | 減碼 |
| Great Lakes Advisors, LLC | 2,065 | $115.7 萬 | 0.01% | +86+4.3% | 加碼 |
| Palumbo Wealth Management LLC | 2,141 | $120.0 萬 | 0.54% | +485+29.3% | 加碼 |
| Central Pacific Bank - Trust Division | 2,167 | $120.2 萬 | 0.15% | +2,167 | 新進 |
| Gardner Lewis Asset Management L P | 2,150 | $120.5 萬 | 0.36% | +2,150 | 新進 |
| Coldstream Capital Management Inc | 2,173 | $121.8 萬 | 0.03% | −105−4.6% | 減碼 |
| Dantai Capital Ltd | 2,178 | $122.1 萬 | 1.41% | −877−28.7% | 減碼 |
| AXS Investments LLC | 2,201 | $123.4 萬 | 0.30% | −198−8.3% | 減碼 |
| Pier Capital, LLC | 2,219 | $124.4 萬 | 0.17% | +31+1.4% | 加碼 |
| Y-Intercept (Hong Kong) Ltd | 2,223 | $124.6 萬 | 0.09% | +1,846+489.7% | 加碼 |
| Monumental Financial Group Inc. | 2,231 | $125.0 萬 | 0.67% | −82−3.5% | 減碼 |
| ProVise Management Group, LLC | 2,234 | $125.2 萬 | 0.11% | −30−1.3% | 減碼 |
| Chartwell Investment Partners, LLC | 2,238 | $125.4 萬 | 0.04% | −233−9.4% | 減碼 |
| Pearl River Capital, LLC | 2,239 | $125.5 萬 | 0.20% | +989+79.1% | 加碼 |
| Bennett Selby Investments LP | 2,243 | $125.7 萬 | 0.59% | +13+0.6% | 加碼 |
| Cumberland Partners Ltd | 2,250 | $126.1 萬 | 0.09% | −2,083−48.1% | 減碼 |
| Kestra Advisory Services, LLC | 2,330 | $130.6 萬 | 0.01% | +420+22.0% | 加碼 |
| Advisor OS, LLC | 2,357 | $132.1 萬 | 0.15% | +188+8.7% | 加碼 |
| Regions Financial Corp | 2,359 | $132.2 萬 | 0.01% | +2,359 | 新進 |
| SeaTown Holdings Pte. Ltd. | 2,396 | $134.3 萬 | 0.85% | −59,630−96.1% | 減碼 |
| Axq Capital, LP | 2,400 | $134.5 萬 | 0.32% | +720+42.9% | 加碼 |
| Bank Julius Baer & Co. Ltd, Zurich | 2,554 | $135.2 萬 | 0.01% | −2,634−50.8% | 減碼 |
| Simplicity Wealth,LLC | 2,414 | $135.3 萬 | 0.03% | +2,414 | 新進 |
| Bleakley Financial Group, LLC | 2,427 | $136.0 萬 | 0.04% | +87+3.7% | 加碼 |
| T. Rowe Price Investment Management, Inc. | 2,460 | $137.9 萬 | 0.00% | +502+25.6% | 加碼 |
| SRN Advisors, LLC | 2,495 | $139.8 萬 | 1.09% | +128+5.4% | 加碼 |
| Mercer Global Advisors Inc | 2,378 | $140.4 萬 | 0.00% | −126−5.0% | 減碼 |
| Virtu Financial LLC | 2,507 | $140.5 萬 | 0.11% | +2,507 | 新進 |
| Metis Global Partners, LLC | 2,507 | $140.5 萬 | 0.05% | −49−1.9% | 減碼 |
| Northwestern Mutual Investment Management Company, LLC | 2,509 | $140.6 萬 | 0.04% | +5+0.2% | 加碼 |
| Natixis Investment Managers International | 2,537 | $142.2 萬 | 0.10% | +223+9.6% | 加碼 |
| Capital Group Investment Management Pte. Ltd. | 2,553 | $143.1 萬 | 0.26% | −11,541−81.9% | 減碼 |
| Guggenheim Capital LLC | 2,554 | $143.1 萬 | 0.01% | +377+17.3% | 加碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 2,610 | $146.3 萬 | 0.10% | −208−7.4% | 減碼 |
| Canandaigua National Bank & Trust Co | 2,643 | $148.1 萬 | 0.22% | −7−0.3% | 減碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 2,644 | $148.2 萬 | 0.02% | −10,547−80.0% | 減碼 |
| Value Partners Investments Inc. | 2,650 | $148.4 萬 | 0.12% | +228+9.4% | 加碼 |
| UniSuper Management Pty Ltd | 2,698 | $151.2 萬 | 0.01% | +1,967+269.1% | 加碼 |
| Anthracite Investment Company, Inc. | 2,700 | $151.3 萬 | 0.76% | 00.0% | 不變 |
| Greenleaf Trust | 2,700 | $151.3 萬 | 0.01% | +16+0.6% | 加碼 |
| Perpetual Ltd | 2,744 | $153.8 萬 | 0.02% | +11+0.4% | 加碼 |
| Tradewinds, LLC. | 2,731 | $154.5 萬 | 1.37% | +2,731 | 新進 |
| Kirtland Hills Capital Management, LLC | 3,275 | $155.2 萬 | 1.34% | +3,275 | 新進 |
| Ci Investments Inc. | 2,831 | $158.7 萬 | 0.01% | −1,143−28.8% | 減碼 |
| AE Wealth Management LLC | 2,836 | $158.9 萬 | 0.02% | −7,489−72.5% | 減碼 |
| Empowered Funds, LLC | 2,838 | $159.1 萬 | 0.03% | +1,937+215.0% | 加碼 |
| Steward Partners Investment Advisory, LLC | 2,840 | $159.2 萬 | 0.02% | −477−14.4% | 減碼 |
| Fairbanks Capital Management, Inc. | 2,840 | $159.2 萬 | 1.10% | −45−1.6% | 減碼 |
| Point72 Asset Management, L.P. | 2,845 | $159.4 萬 | 0.00% | +2,845 | 新進 |
| Davenport & Co LLC | 2,864 | $160.5 萬 | 0.01% | −39−1.3% | 減碼 |
| Empirical Finance, LLC | 2,870 | $160.8 萬 | 0.10% | +93+3.3% | 加碼 |
| Everence Capital Management Inc | 2,937 | $164.6 萬 | 0.11% | 00.0% | 不變 |
| Capstone Investment Advisors, LLC | 2,986 | $167.4 萬 | 0.03% | +1,920+180.1% | 加碼 |
| Lombard Odier Asset Management (Switzerland) SA | 2,993 | $167.7 萬 | 0.12% | +2,993 | 新進 |
| Apollon Wealth Management, LLC | 2,997 | $167.9 萬 | 0.05% | +229+8.3% | 加碼 |
| Swiss Life Asset Management Ltd | 3,012 | $168.8 萬 | 0.02% | −11,446−79.2% | 減碼 |
| Crestline Management, LP | 3,016 | $169.0 萬 | 0.16% | +3,016 | 新進 |
| First Hawaiian Bank | 3,023 | $169.4 萬 | 0.05% | −149−4.7% | 減碼 |
| Bessemer Group Inc | 3,035 | $170.0 萬 | 0.00% | −2,035−40.1% | 減碼 |
| Park Avenue Securities LLC | 3,076 | $172.4 萬 | 0.02% | −78−2.5% | 減碼 |
| Fiduciary Trust Co | 3,089 | $173.1 萬 | 0.03% | −1,412−31.4% | 減碼 |
| King Luther Capital Management Corp | 3,105 | $174.0 萬 | 0.01% | −534−14.7% | 減碼 |
| GYL Financial Synergies, LLC | 3,132 | $175.5 萬 | 0.14% | +37+1.2% | 加碼 |
| Headlands Technologies LLC | 3,139 | $175.9 萬 | 0.42% | +3,139 | 新進 |