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 2 季 13F 持有人
MSCI Inc. 在 2024/6/30 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
- 939
- 較 2024 年第 1 季 +24 家
- 持有股數
- 7,109 萬
- 較 2024 年第 1 季 −30.2 萬 (−0.4%)
- 總市值
- $342.4 億
- 較 2024 年第 1 季 −$57.2 億 (−14.3%)
- 新進機構
- 145
- 另有 385 家加碼
- 清倉機構
- 121
- 另有 302 家減碼
另有 7 家機構在 2024 年第 1 季持有、還沒有申報 2024 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 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 2 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 2024 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Capstone Investment Advisors, LLC | 1,601 | $77.1 萬 | 0.02% | −1,385−46.4% | 減碼 |
| EPG Wealth Management LLC | 0 | $77.6 萬 | 0.18% | −1,495−100.0% | 減碼 |
| Diversify Wealth Management, LLC | 1,504 | $77.8 萬 | 0.10% | +1,504 | 新進 |
| Coldstream Capital Management Inc | 1,630 | $78.5 萬 | 0.02% | −543−25.0% | 減碼 |
| Strategic Wealth Designers | 1,657 | $79.4 萬 | 0.10% | +1,657 | 新進 |
| Garda Capital Partners LP | 1,659 | $79.9 萬 | 0.43% | +1,659 | 新進 |
| Ballentine Partners, LLC | 1,669 | $80.4 萬 | 0.01% | −158−8.6% | 減碼 |
| Procyon Private Wealth Partners, LLC | 1,677 | $80.8 萬 | 0.06% | +752+81.3% | 加碼 |
| Norden Group LLC | 1,679 | $80.9 萬 | 0.16% | +1,679 | 新進 |
| Harel Insurance Investments & Financial Services Ltd. | 1,673 | $81.4 萬 | 0.02% | +366+28.0% | 加碼 |
| RB Capital Management, LLC | 1,693 | $81.6 萬 | 0.21% | −5−0.3% | 減碼 |
| NewEdge Wealth, LLC | 1,727 | $83.2 萬 | 0.02% | +1,055+157.0% | 加碼 |
| Principal Securities, Inc. | 1,751 | $84.3 萬 | 0.02% | +900+105.8% | 加碼 |
| Ostrum Asset Management | 1,778 | $85.7 萬 | 0.07% | +210+13.4% | 加碼 |
| Numerai GP LLC | 1,780 | $85.8 萬 | 0.31% | +1,780 | 新進 |
| Boothbay Fund Management, LLC | 1,790 | $86.2 萬 | 0.03% | +1,790 | 新進 |
| Marshall Wace, LLP | 1,805 | $87.0 萬 | 0.00% | +1,805 | 新進 |
| Meeder Advisory Services, Inc. | 1,855 | $89.4 萬 | 0.06% | +407+28.1% | 加碼 |
| Guggenheim Capital LLC | 1,867 | $89.9 萬 | 0.01% | −687−26.9% | 減碼 |
| Avantax Advisory Services, Inc. | 1,883 | $90.7 萬 | 0.01% | +1,883 | 新進 |
| Liberty Wealth Management LLC | 1,883 | $90.7 萬 | 0.17% | 00.0% | 不變 |
| Arbor Capital Management Inc | 1,893 | $90.7 萬 | 0.84% | −39−2.0% | 減碼 |
| SpiderRock Advisors, LLC | 1,888 | $91.0 萬 | 0.02% | +851+82.1% | 加碼 |
| Buckley Wealth Management, LLC | 1,900 | $91.5 萬 | 0.29% | +70+3.8% | 加碼 |
| Navellier & Associates Inc | 1,904 | $91.7 萬 | 0.11% | −49−2.5% | 減碼 |
| Personal Cfo Solutions, LLC | 1,912 | $92.1 萬 | 0.14% | +1,390+266.3% | 加碼 |
| Captrust Financial Advisors | 1,928 | $92.9 萬 | 0.00% | +576+42.6% | 加碼 |
| Sompo Asset Management Co., Ltd. | 1,940 | $93.5 萬 | 0.16% | +190+10.9% | 加碼 |
| Frank, Rimerman Advisors LLC | 1,951 | $94.0 萬 | 0.07% | +1,943+24,287.5% | 加碼 |
| Achmea Investment Management B.V. | 1,951 | $94.0 萬 | 0.02% | +354+22.2% | 加碼 |
| Intech Investment Management LLC | 1,963 | $94.6 萬 | 0.01% | −3,343−63.0% | 減碼 |
| Monumental Financial Group Inc. | 1,987 | $95.7 萬 | 0.42% | −244−10.9% | 減碼 |
| Keybank National Association | 2,011 | $96.9 萬 | 0.00% | +220+12.3% | 加碼 |
| Sequoia Financial Advisors, LLC | 2,016 | $97.1 萬 | 0.01% | +142+7.6% | 加碼 |
| Kingswood Wealth Advisors, LLC | 2,031 | $97.8 萬 | 0.09% | +152+8.1% | 加碼 |
| Advisors Asset Management, Inc. | 2,044 | $98.5 萬 | 0.02% | +1,026+100.8% | 加碼 |
| TD Private Client Wealth LLC | 2,047 | $98.6 萬 | 0.03% | −3,190−60.9% | 減碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 2,039 | $98.8 萬 | 0.00% | −2,210−52.0% | 減碼 |
| Capital Investment Advisory Services, LLC | 2,057 | $99.1 萬 | 0.10% | +1,445+236.1% | 加碼 |
| Centiva Capital, LP | 2,058 | $99.1 萬 | 0.05% | −1,918−48.2% | 減碼 |
| Steel Peak Wealth Management LLC | 2,069 | $99.7 萬 | 0.05% | +816+65.1% | 加碼 |
| Diversified Trust Co | 2,075 | $100.0 萬 | 0.03% | +287+16.1% | 加碼 |
| Robertson Stephens Wealth Management, LLC | 2,092 | $100.8 萬 | 0.05% | +416+24.8% | 加碼 |
| Advisory Services Network, LLC | 2,095 | $101.0 萬 | 0.02% | +437+26.4% | 加碼 |
| Alberta Investment Management Corp | 2,100 | $101.2 萬 | 0.01% | +400+23.5% | 加碼 |
| Meitav Dash Investments Ltd | 2,100 | $102.2 萬 | 0.02% | +2,100 | 新進 |
| Simplicity Wealth,LLC | 2,154 | $103.8 萬 | 0.02% | −260−10.8% | 減碼 |
| Bleakley Financial Group, LLC | 2,155 | $103.8 萬 | 0.03% | −272−11.2% | 減碼 |
| Dantai Capital Ltd | 2,178 | $104.9 萬 | 1.18% | 00.0% | 不變 |
| King Luther Capital Management Corp | 2,188 | $105.4 萬 | 0.00% | −917−29.5% | 減碼 |
| Oak Thistle LLC | 2,189 | $105.5 萬 | 0.78% | +2,189 | 新進 |
| Snowden Capital Advisors LLC | 2,198 | $105.9 萬 | 0.03% | +830+60.7% | 加碼 |
| Central Pacific Bank - Trust Division | 2,222 | $107.0 萬 | 0.13% | +55+2.5% | 加碼 |
| Merit Financial Group, LLC | 2,228 | $107.3 萬 | 0.02% | +417+23.0% | 加碼 |
| ProVise Management Group, LLC | 2,234 | $107.6 萬 | 0.09% | 00.0% | 不變 |
| Scientech Research LLC | 2,249 | $108.3 萬 | 0.22% | +1,469+188.3% | 加碼 |
| Bennett Selby Investments LP | 2,268 | $109.3 萬 | 0.49% | +25+1.1% | 加碼 |
| Pier Capital, LLC | 2,294 | $110.5 萬 | 0.16% | +75+3.4% | 加碼 |
| Stephens Inc | 2,302 | $110.9 萬 | 0.02% | +1,800+358.6% | 加碼 |
| CAPROCK Group, Inc. | 2,310 | $111.3 萬 | 0.05% | +1,336+137.2% | 加碼 |
| Federation des caisses Desjardins du Quebec | 2,355 | $113.4 萬 | 0.01% | +1,587+206.6% | 加碼 |
| RSM US Wealth Management LLC | 2,371 | $113.7 萬 | 0.02% | +2,371 | 新進 |
| Atom Investors LP | 2,372 | $114.3 萬 | 0.11% | +2,372 | 新進 |
| XTX Topco Ltd | 2,381 | $114.7 萬 | 0.10% | +2,381 | 新進 |
| Advisor OS, LLC | 2,415 | $116.3 萬 | 0.13% | +58+2.5% | 加碼 |
| Balyasny Asset Management LLC | 2,429 | $117.0 萬 | 0.00% | −2,620−51.9% | 減碼 |
| AXS Investments LLC | 2,439 | $117.5 萬 | 0.33% | +238+10.8% | 加碼 |
| Atria Wealth Solutions, Inc. | 2,443 | $117.7 萬 | 0.01% | +533+27.9% | 加碼 |
| Grove Bank & Trust | 2,480 | $119.5 萬 | 0.19% | +2,415+3,715.4% | 加碼 |
| Metis Global Partners, LLC | 2,490 | $120.0 萬 | 0.04% | −17−0.7% | 減碼 |
| SRN Advisors, LLC | 2,495 | $120.2 萬 | 1.00% | 00.0% | 不變 |
| Northwestern Mutual Investment Management Company, LLC | 2,521 | $121.4 萬 | 0.03% | +12+0.5% | 加碼 |
| CWM, LLC | 2,540 | $122.4 萬 | 0.01% | −701−21.6% | 減碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 2,555 | $123.1 萬 | 0.08% | −55−2.1% | 減碼 |
| Regions Financial Corp | 2,558 | $123.2 萬 | 0.01% | +199+8.4% | 加碼 |
| Perpetual Ltd | 2,581 | $124.3 萬 | 0.01% | −163−5.9% | 減碼 |
| Mercer Global Advisors Inc | 2,669 | $124.6 萬 | 0.00% | +291+12.2% | 加碼 |
| Y-Intercept (Hong Kong) Ltd | 2,592 | $124.9 萬 | 0.07% | +369+16.6% | 加碼 |
| Schechter Investment Advisors, LLC | 2,602 | $125.4 萬 | 0.09% | +1,517+139.8% | 加碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 2,613 | $125.9 萬 | 0.01% | −31−1.2% | 減碼 |
| Chartwell Investment Partners, LLC | 2,619 | $126.2 萬 | 0.04% | +381+17.0% | 加碼 |
| Greenleaf Trust | 2,626 | $126.5 萬 | 0.01% | −74−2.7% | 減碼 |
| Empirical Finance, LLC | 2,661 | $128.2 萬 | 0.08% | −209−7.3% | 減碼 |
| Schonfeld Strategic Advisors LLC | 2,666 | $128.4 萬 | 0.01% | −2,394−47.3% | 減碼 |
| Agf Management Ltd | 2,699 | $130.0 萬 | 0.01% | +1,699+169.9% | 加碼 |
| Omers Administration Corp | 2,746 | $132.3 萬 | 0.01% | +2,746 | 新進 |
| Dynasty Wealth Management, LLC | 2,765 | $133.2 萬 | 0.04% | +2,765 | 新進 |
| Everence Capital Management Inc | 2,937 | $136.8 萬 | 0.09% | 00.0% | 不變 |
| Privium Fund Management (UK) Ltd | 2,800 | $137.5 萬 | 0.54% | +2,800 | 新進 |
| Verdence Capital Advisors LLC | 2,866 | $138.1 萬 | 0.12% | +1,434+100.1% | 加碼 |
| Fiduciary Trust Co | 2,877 | $138.6 萬 | 0.02% | −212−6.9% | 減碼 |
| Northwestern Mutual Wealth Management Co | 2,888 | $139.1 萬 | 0.00% | +2,416+511.9% | 加碼 |
| Fairbanks Capital Management, Inc. | 2,907 | $140.0 萬 | 0.92% | +67+2.4% | 加碼 |
| Palumbo Wealth Management LLC | 2,938 | $141.5 萬 | 0.60% | +797+37.2% | 加碼 |
| Steward Partners Investment Advisory, LLC | 2,942 | $141.7 萬 | 0.01% | +102+3.6% | 加碼 |
| Pearl River Capital, LLC | 3,011 | $145.1 萬 | 0.23% | +772+34.5% | 加碼 |
| BDF-Gestion | 3,017 | $145.3 萬 | 0.14% | +3,017 | 新進 |
| Resources Investment Advisors, LLC. | 3,028 | $145.9 萬 | 0.02% | +2,033+204.3% | 加碼 |
| Banco Santander, S.A. | 3,030 | $146.0 萬 | 0.02% | +1,107+57.6% | 加碼 |
| E Fund Management Co., Ltd. | 3,153 | $151.9 萬 | 0.08% | −464−12.8% | 減碼 |