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 |
|---|---|---|---|---|---|
| New Mexico Educational Retirement Board | 4,000 | $224.2 萬 | 0.08% | −200−4.8% | 減碼 |
| Centiva Capital, LP | 3,976 | $222.8 萬 | 0.13% | +2,894+267.5% | 加碼 |
| Dakota Wealth Management | 3,877 | $217.3 萬 | 0.05% | −216−5.3% | 減碼 |
| Janney Montgomery Scott LLC | 3,857 | $216.2 萬 | 0.01% | +19+0.5% | 加碼 |
| Change Path, LLC | 3,858 | $216.2 萬 | 0.09% | +579+17.7% | 加碼 |
| MV Capital Management, Inc. | 3,820 | $214.1 萬 | 0.24% | +3,727+4,007.5% | 加碼 |
| EFG Asset Management (Americas) Corp. | 3,769 | $211.2 萬 | 0.64% | −1,569−29.4% | 減碼 |
| Eqis Capital Management, Inc. | 3,679 | $206.2 萬 | 0.17% | −385−9.5% | 減碼 |
| E Fund Management Co., Ltd. | 3,617 | $202.7 萬 | 0.13% | +3,617 | 新進 |
| Wealth Enhancement Advisory Services, LLC | 3,615 | $202.6 萬 | 0.01% | +165+4.8% | 加碼 |
| Keystone Investors Pte Ltd | 3,580 | $200.6 萬 | 0.17% | +3,580 | 新進 |
| Verition Fund Management LLC | 3,546 | $198.7 萬 | 0.02% | +1,498+73.1% | 加碼 |
| Garrison Asset Management, LLC | 3,535 | $198.1 萬 | 1.04% | −22−0.6% | 減碼 |
| Atlantic Union Bankshares Corp | 3,479 | $195.0 萬 | 0.16% | −937−21.2% | 減碼 |
| PFG Advisors | 3,437 | $192.6 萬 | 0.14% | −299−8.0% | 減碼 |
| Susquehanna Portfolio Strategies, LLC | 3,320 | $186.1 萬 | 0.04% | 00.0% | 不變 |
| E. Ohman J:or Asset Management AB | 3,312 | $185.6 萬 | 0.05% | +200+6.4% | 加碼 |
| Fortis Capital Management LLC | 3,279 | $183.7 萬 | 0.48% | +513+18.5% | 加碼 |
| CWM, LLC | 3,241 | $181.7 萬 | 0.01% | +1,616+99.4% | 加碼 |
| Metropolitan Life Insurance Co | 3,191 | $178.8 萬 | 0.08% | −29−0.9% | 減碼 |
| Roundview Capital LLC | 3,188 | $178.7 萬 | 0.15% | +2,083+188.5% | 加碼 |
| Segment Wealth Management, LLC | 3,156 | $176.9 萬 | 0.13% | +404+14.7% | 加碼 |
| Headlands Technologies LLC | 3,139 | $175.9 萬 | 0.42% | +3,139 | 新進 |
| GYL Financial Synergies, LLC | 3,132 | $175.5 萬 | 0.14% | +37+1.2% | 加碼 |
| King Luther Capital Management Corp | 3,105 | $174.0 萬 | 0.01% | −534−14.7% | 減碼 |
| Fiduciary Trust Co | 3,089 | $173.1 萬 | 0.03% | −1,412−31.4% | 減碼 |
| Park Avenue Securities LLC | 3,076 | $172.4 萬 | 0.02% | −78−2.5% | 減碼 |
| Bessemer Group Inc | 3,035 | $170.0 萬 | 0.00% | −2,035−40.1% | 減碼 |
| First Hawaiian Bank | 3,023 | $169.4 萬 | 0.05% | −149−4.7% | 減碼 |
| Crestline Management, LP | 3,016 | $169.0 萬 | 0.16% | +3,016 | 新進 |
| Swiss Life Asset Management Ltd | 3,012 | $168.8 萬 | 0.02% | −11,446−79.2% | 減碼 |
| Apollon Wealth Management, LLC | 2,997 | $167.9 萬 | 0.05% | +229+8.3% | 加碼 |
| Lombard Odier Asset Management (Switzerland) SA | 2,993 | $167.7 萬 | 0.12% | +2,993 | 新進 |
| Capstone Investment Advisors, LLC | 2,986 | $167.4 萬 | 0.03% | +1,920+180.1% | 加碼 |
| Everence Capital Management Inc | 2,937 | $164.6 萬 | 0.11% | 00.0% | 不變 |
| Empirical Finance, LLC | 2,870 | $160.8 萬 | 0.10% | +93+3.3% | 加碼 |
| Davenport & Co LLC | 2,864 | $160.5 萬 | 0.01% | −39−1.3% | 減碼 |
| Point72 Asset Management, L.P. | 2,845 | $159.4 萬 | 0.00% | +2,845 | 新進 |
| 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 |
| Empowered Funds, LLC | 2,838 | $159.1 萬 | 0.03% | +1,937+215.0% | 加碼 |
| AE Wealth Management LLC | 2,836 | $158.9 萬 | 0.02% | −7,489−72.5% | 減碼 |
| Ci Investments Inc. | 2,831 | $158.7 萬 | 0.01% | −1,143−28.8% | 減碼 |
| Kirtland Hills Capital Management, LLC | 3,275 | $155.2 萬 | 1.34% | +3,275 | 新進 |
| Tradewinds, LLC. | 2,731 | $154.5 萬 | 1.37% | +2,731 | 新進 |
| Perpetual Ltd | 2,744 | $153.8 萬 | 0.02% | +11+0.4% | 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 |
| UniSuper Management Pty Ltd | 2,698 | $151.2 萬 | 0.01% | +1,967+269.1% | 加碼 |
| Value Partners Investments Inc. | 2,650 | $148.4 萬 | 0.12% | +228+9.4% | 加碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 2,644 | $148.2 萬 | 0.02% | −10,547−80.0% | 減碼 |
| Canandaigua National Bank & Trust Co | 2,643 | $148.1 萬 | 0.22% | −7−0.3% | 減碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 2,610 | $146.3 萬 | 0.10% | −208−7.4% | 減碼 |
| Guggenheim Capital LLC | 2,554 | $143.1 萬 | 0.01% | +377+17.3% | 加碼 |
| Capital Group Investment Management Pte. Ltd. | 2,553 | $143.1 萬 | 0.26% | −11,541−81.9% | 減碼 |
| Natixis Investment Managers International | 2,537 | $142.2 萬 | 0.10% | +223+9.6% | 加碼 |
| Northwestern Mutual Investment Management Company, LLC | 2,509 | $140.6 萬 | 0.04% | +5+0.2% | 加碼 |
| Metis Global Partners, LLC | 2,507 | $140.5 萬 | 0.05% | −49−1.9% | 減碼 |
| Virtu Financial LLC | 2,507 | $140.5 萬 | 0.11% | +2,507 | 新進 |
| Mercer Global Advisors Inc | 2,378 | $140.4 萬 | 0.00% | −126−5.0% | 減碼 |
| SRN Advisors, LLC | 2,495 | $139.8 萬 | 1.09% | +128+5.4% | 加碼 |
| T. Rowe Price Investment Management, Inc. | 2,460 | $137.9 萬 | 0.00% | +502+25.6% | 加碼 |
| Bleakley Financial Group, LLC | 2,427 | $136.0 萬 | 0.04% | +87+3.7% | 加碼 |
| Simplicity Wealth,LLC | 2,414 | $135.3 萬 | 0.03% | +2,414 | 新進 |
| Bank Julius Baer & Co. Ltd, Zurich | 2,554 | $135.2 萬 | 0.01% | −2,634−50.8% | 減碼 |
| Axq Capital, LP | 2,400 | $134.5 萬 | 0.32% | +720+42.9% | 加碼 |
| SeaTown Holdings Pte. Ltd. | 2,396 | $134.3 萬 | 0.85% | −59,630−96.1% | 減碼 |
| Regions Financial Corp | 2,359 | $132.2 萬 | 0.01% | +2,359 | 新進 |
| Advisor OS, LLC | 2,357 | $132.1 萬 | 0.15% | +188+8.7% | 加碼 |
| Kestra Advisory Services, LLC | 2,330 | $130.6 萬 | 0.01% | +420+22.0% | 加碼 |
| Cumberland Partners Ltd | 2,250 | $126.1 萬 | 0.09% | −2,083−48.1% | 減碼 |
| Bennett Selby Investments LP | 2,243 | $125.7 萬 | 0.59% | +13+0.6% | 加碼 |
| Pearl River Capital, LLC | 2,239 | $125.5 萬 | 0.20% | +989+79.1% | 加碼 |
| Chartwell Investment Partners, LLC | 2,238 | $125.4 萬 | 0.04% | −233−9.4% | 減碼 |
| ProVise Management Group, LLC | 2,234 | $125.2 萬 | 0.11% | −30−1.3% | 減碼 |
| Monumental Financial Group Inc. | 2,231 | $125.0 萬 | 0.67% | −82−3.5% | 減碼 |
| Y-Intercept (Hong Kong) Ltd | 2,223 | $124.6 萬 | 0.09% | +1,846+489.7% | 加碼 |
| Pier Capital, LLC | 2,219 | $124.4 萬 | 0.17% | +31+1.4% | 加碼 |
| AXS Investments LLC | 2,201 | $123.4 萬 | 0.30% | −198−8.3% | 減碼 |
| Dantai Capital Ltd | 2,178 | $122.1 萬 | 1.41% | −877−28.7% | 減碼 |
| Coldstream Capital Management Inc | 2,173 | $121.8 萬 | 0.03% | −105−4.6% | 減碼 |
| Gardner Lewis Asset Management L P | 2,150 | $120.5 萬 | 0.36% | +2,150 | 新進 |
| Central Pacific Bank - Trust Division | 2,167 | $120.2 萬 | 0.15% | +2,167 | 新進 |
| Palumbo Wealth Management LLC | 2,141 | $120.0 萬 | 0.54% | +485+29.3% | 加碼 |
| Great Lakes Advisors, LLC | 2,065 | $115.7 萬 | 0.01% | +86+4.3% | 加碼 |
| Groupama Asset Managment | 898 | $112.0 萬 | 0.02% | −1,300−59.1% | 減碼 |
| Grey Street Capital, LLC | 1,993 | $111.7 萬 | 0.15% | +1,993 | 新進 |
| Navellier & Associates Inc | 1,953 | $109.5 萬 | 0.13% | +56+3.0% | 加碼 |
| Banco Santander, S.A. | 1,923 | $107.8 萬 | 0.01% | −3,435−64.1% | 減碼 |
| Atria Wealth Solutions, Inc. | 1,910 | $107.1 萬 | 0.01% | −275−12.6% | 減碼 |
| Linden Thomas Advisory Services, LLC | 1,897 | $106.3 萬 | 0.17% | +102+5.7% | 加碼 |
| Liberty Wealth Management LLC | 1,883 | $105.5 萬 | 0.21% | 00.0% | 不變 |
| Kingswood Wealth Advisors, LLC | 1,879 | $105.3 萬 | 0.12% | +16+0.9% | 加碼 |
| Sequoia Financial Advisors, LLC | 1,874 | $105.0 萬 | 0.01% | −2,458−56.7% | 減碼 |
| Quest Partners LLC | 1,862 | $104.4 萬 | 0.18% | +636+51.9% | 加碼 |
| Wellington Wealth Strategies, LLC. | 1,861 | $104.3 萬 | 0.50% | −870−31.9% | 減碼 |
| DF Dent & Co Inc | 1,835 | $102.8 萬 | 0.01% | +151+9.0% | 加碼 |
| Buckley Wealth Management, LLC | 1,830 | $102.6 萬 | 0.33% | 00.0% | 不變 |
| Ballentine Partners, LLC | 1,827 | $102.4 萬 | 0.02% | −34−1.8% | 減碼 |
| LVW Advisors, LLC | 1,808 | $101.3 萬 | 0.17% | +195+12.1% | 加碼 |