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 4 季 13F 持有人
MSCI Inc. 在 2024/12/31 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
- 1,071
- 較 2024 年第 3 季 +88 家
- 持有股數
- 7,140 萬
- 較 2024 年第 3 季 +197.1 萬 (+2.8%)
- 總市值
- $426.2 億
- 較 2024 年第 3 季 +$21.5 億 (+5.3%)
- 新進機構
- 166
- 另有 406 家加碼
- 清倉機構
- 78
- 另有 356 家減碼
另有 18 家機構在 2024 年第 3 季持有、還沒有申報 2024 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 |
2024 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 2024 年第 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Pier Capital, LLC | 1,656 | $99.4 萬 | 0.14% | −278−14.4% | 減碼 |
| Integrated Wealth Concepts LLC | 1,663 | $99.8 萬 | 0.01% | +83+5.3% | 加碼 |
| Copperwynd Financial, LLC | 1,682 | $100.9 萬 | 0.28% | +148+9.6% | 加碼 |
| Montag A & Associates Inc | 1,690 | $101.4 萬 | 0.05% | +1,310+344.7% | 加碼 |
| Nebula Research & Development LLC | 1,724 | $103.4 萬 | 0.12% | −759−30.6% | 減碼 |
| Ballentine Partners, LLC | 1,748 | $104.9 萬 | 0.02% | +66+3.9% | 加碼 |
| Win Advisors, Inc | 1,761 | $105.7 萬 | 0.51% | +1,761 | 新進 |
| J. Safra Sarasin Holding AG | 1,762 | $105.7 萬 | 0.02% | +1,762 | 新進 |
| Ostrum Asset Management | 1,766 | $106.0 萬 | 0.09% | +241+15.8% | 加碼 |
| NVWM, LLC | 1,767 | $106.0 萬 | 0.27% | +1,719+3,581.3% | 加碼 |
| Everence Capital Management Inc | 1,797 | $107.8 萬 | 0.07% | 00.0% | 不變 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 1,813 | $108.8 萬 | 0.01% | −893−33.0% | 減碼 |
| 111 Capital | 1,827 | $109.6 萬 | 0.23% | +1,827 | 新進 |
| Davidson Kahn Capital Management, LLC | 1,836 | $110.2 萬 | 1.02% | +1,836 | 新進 |
| Capstone Investment Advisors, LLC | 1,848 | $110.9 萬 | 0.01% | +1,396+308.8% | 加碼 |
| Strategic Wealth Designers | 1,852 | $111.1 萬 | 0.07% | −36−1.9% | 減碼 |
| Guggenheim Capital LLC | 1,861 | $111.7 萬 | 0.01% | +161+9.5% | 加碼 |
| Empowered Funds, LLC | 1,861 | $111.7 萬 | 0.02% | +390+26.5% | 加碼 |
| Natixis Investment Managers International | 1,872 | $112.3 萬 | 0.09% | +105+5.9% | 加碼 |
| Liberty Wealth Management LLC | 1,883 | $113.0 萬 | 0.19% | 00.0% | 不變 |
| Banco Santander, S.A. | 1,894 | $113.6 萬 | 0.01% | −1,048−35.6% | 減碼 |
| Navellier & Associates Inc | 1,896 | $113.8 萬 | 0.14% | +449+31.0% | 加碼 |
| Citizens Financial Group Inc | 1,900 | $114.0 萬 | 0.02% | +815+75.1% | 加碼 |
| Keystone Investors Pte Ltd | 1,909 | $114.5 萬 | 0.08% | −4,303−69.3% | 減碼 |
| Regions Financial Corp | 1,925 | $115.5 萬 | 0.01% | −658−25.5% | 減碼 |
| Keybank National Association | 1,934 | $116.0 萬 | 0.00% | −37−1.9% | 減碼 |
| Coldstream Capital Management Inc | 1,935 | $116.1 萬 | 0.02% | +220+12.8% | 加碼 |
| Cresset Asset Management, LLC | 1,939 | $116.3 萬 | 0.01% | −12,951−87.0% | 減碼 |
| Figure 8 Investment Strategies LLC | 1,966 | $118.0 萬 | 1.16% | +1,966 | 新進 |
| Principal Securities, Inc. | 1,978 | $118.7 萬 | 0.03% | +124+6.7% | 加碼 |
| Grandeur Peak Global Advisors, LLC | 2,003 | $120.2 萬 | 0.11% | +746+59.3% | 加碼 |
| Diversify Wealth Management, LLC | 2,098 | $120.8 萬 | 0.09% | −68−3.1% | 減碼 |
| Frank, Rimerman Advisors LLC | 2,018 | $121.1 萬 | 0.09% | +50+2.5% | 加碼 |
| Inceptionr LLC | 2,029 | $121.7 萬 | 0.27% | +2,029 | 新進 |
| WealthBridge Investment Counsel Inc. | 2,037 | $122.2 萬 | 0.45% | +100+5.2% | 加碼 |
| Bleakley Financial Group, LLC | 2,044 | $122.7 萬 | 0.04% | +19+0.9% | 加碼 |
| Harel Insurance Investments & Financial Services Ltd. | 2,064 | $123.8 萬 | 0.02% | +266+14.8% | 加碼 |
| IFP Advisors, Inc | 2,071 | $124.3 萬 | 0.04% | +85+4.3% | 加碼 |
| Avantax Advisory Services, Inc. | 2,123 | $127.4 萬 | 0.01% | +98+4.8% | 加碼 |
| Leonteq Securities AG | 2,126 | $127.6 萬 | 0.13% | +493+30.2% | 加碼 |
| NEOS Investment Management LLC | 2,157 | $129.4 萬 | 0.03% | +515+31.4% | 加碼 |
| Evelyn Partners Investment Management Services Ltd | 2,162 | $129.7 萬 | 0.23% | +2,162 | 新進 |
| Procyon Private Wealth Partners, LLC | 2,175 | $130.5 萬 | 0.08% | +219+11.2% | 加碼 |
| King Luther Capital Management Corp | 2,179 | $130.7 萬 | 0.01% | −9−0.4% | 減碼 |
| Resources Investment Advisors, LLC. | 2,197 | $131.8 萬 | 0.02% | −154−6.6% | 減碼 |
| Susquehanna Fundamental Investments, LLC | 2,222 | $133.3 萬 | 0.02% | +2,222 | 新進 |
| ProVise Management Group, LLC | 2,234 | $134.0 萬 | 0.11% | 00.0% | 不變 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 2,241 | $134.5 萬 | 0.00% | −468−17.3% | 減碼 |
| EP Wealth Advisors, LLC | 2,243 | $134.6 萬 | 0.01% | −19−0.8% | 減碼 |
| Capital Investment Advisory Services, LLC | 2,243 | $134.6 萬 | 0.13% | +33+1.5% | 加碼 |
| Fuller & Thaler Asset Management, Inc. | 2,245 | $134.7 萬 | 0.01% | +993+79.3% | 加碼 |
| Bennett Selby Investments LP | 2,260 | $135.6 萬 | 0.54% | +2+0.1% | 加碼 |
| AXS Investments LLC | 2,261 | $135.7 萬 | 0.38% | +12+0.5% | 加碼 |
| Allstate Corp | 2,325 | $139.5 萬 | 0.04% | +2,325 | 新進 |
| Captrust Financial Advisors | 2,352 | $141.1 萬 | 0.00% | +713+43.5% | 加碼 |
| Vestmark Advisory Solutions, Inc. | 2,370 | $142.2 萬 | 0.05% | +112+5.0% | 加碼 |
| Americana Partners, LLC | 2,437 | $146.2 萬 | 0.06% | −130−5.1% | 減碼 |
| Wellington Wealth Strategies, LLC. | 2,571 | $147.1 萬 | 1.35% | +187+7.8% | 加碼 |
| Cornercap Investment Counsel Inc | 2,461 | $147.7 萬 | 0.48% | −103−4.0% | 減碼 |
| Northwestern Mutual Investment Management Company, LLC | 2,489 | $149.3 萬 | 0.03% | −4−0.2% | 減碼 |
| Personal Cfo Solutions, LLC | 2,500 | $150.0 萬 | 0.30% | −21−0.8% | 減碼 |
| SRN Advisors, LLC | 2,505 | $150.3 萬 | 1.34% | +97+4.0% | 加碼 |
| Snowden Capital Advisors LLC | 2,566 | $154.0 萬 | 0.05% | −106−4.0% | 減碼 |
| Versor Investments LP | 2,578 | $154.7 萬 | 0.27% | +2,578 | 新進 |
| Nomura Holdings Inc | 2,583 | $155.0 萬 | 0.01% | +2,583 | 新進 |
| CAPROCK Group, Inc. | 2,598 | $155.9 萬 | 0.05% | +441+20.4% | 加碼 |
| Pallas Capital Advisors LLC | 2,603 | $156.2 萬 | 0.07% | +184+7.6% | 加碼 |
| Metis Global Partners, LLC | 2,647 | $158.8 萬 | 0.05% | +131+5.2% | 加碼 |
| Crossmark Global Holdings, Inc. | 2,652 | $159.1 萬 | 0.03% | −1,753−39.8% | 減碼 |
| BDF-Gestion | 2,668 | $160.1 萬 | 0.17% | −349−11.6% | 減碼 |
| Empirical Finance, LLC | 2,691 | $161.5 萬 | 0.09% | −28−1.0% | 減碼 |
| Sequoia Financial Advisors, LLC | 2,730 | $163.8 萬 | 0.02% | +412+17.8% | 加碼 |
| Signal Advisors Wealth, LLC | 2,733 | $164.0 萬 | 0.19% | +12+0.4% | 加碼 |
| Fox Run Management, L.L.C. | 2,749 | $164.9 萬 | 0.30% | +2,749 | 新進 |
| AE Wealth Management LLC | 2,757 | $165.4 萬 | 0.01% | −283−9.3% | 減碼 |
| City Holding Co | 2,799 | $167.9 萬 | 0.24% | −479−14.6% | 減碼 |
| Legacy Advisors, LLC | 2,802 | $168.1 萬 | 0.16% | +1,704+155.2% | 加碼 |
| Janney Montgomery Scott LLC | 2,862 | $171.7 萬 | 0.00% | −351−10.9% | 減碼 |
| Machina Capital S.A.S. | 2,912 | $174.7 萬 | 0.74% | +1,886+183.8% | 加碼 |
| EFG Asset Management (North America) Corp. | 2,921 | $175.3 萬 | 0.24% | +1,062+57.1% | 加碼 |
| NewEdge Wealth, LLC | 2,975 | $178.5 萬 | 0.03% | −10−0.3% | 減碼 |
| Gibbs Wealth Management | 2,988 | $179.3 萬 | 0.49% | +446+17.5% | 加碼 |
| Merit Financial Group, LLC | 2,992 | $179.5 萬 | 0.03% | +1,295+76.3% | 加碼 |
| Quest Partners LLC | 3,053 | $183.2 萬 | 0.24% | −542−15.1% | 減碼 |
| QRG Capital Management, Inc. | 3,069 | $184.2 萬 | 0.02% | +632+25.9% | 加碼 |
| Wiley Bros.-Aintree Capital, LLC | 3,079 | $184.9 萬 | 0.02% | +1,236+67.1% | 加碼 |
| Diversified Trust Co | 3,109 | $186.5 萬 | 0.05% | +220+7.6% | 加碼 |
| Park Avenue Securities LLC | 3,121 | $187.3 萬 | 0.02% | +263+9.2% | 加碼 |
| Quantbot Technologies LP | 3,141 | $188.5 萬 | 0.07% | −1,315−29.5% | 減碼 |
| Fairbanks Capital Management, Inc. | 3,146 | $188.8 萬 | 1.18% | +66+2.1% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 3,207 | $192.4 萬 | 0.01% | −51−1.6% | 減碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 3,220 | $193.2 萬 | 0.02% | +3,220 | 新進 |
| E Fund Management Co., Ltd. | 3,230 | $193.8 萬 | 0.10% | +77+2.4% | 加碼 |
| First Hawaiian Bank | 3,231 | $193.9 萬 | 0.06% | −218−6.3% | 減碼 |
| Jones Financial Companies LLLP | 3,237 | $194.2 萬 | 0.00% | +1,739+116.1% | 加碼 |
| Segment Wealth Management, LLC | 3,263 | $195.8 萬 | 0.13% | 00.0% | 不變 |
| Stephens Inc | 3,268 | $196.1 萬 | 0.03% | −35−1.1% | 減碼 |
| Omers Administration Corp | 3,302 | $198.1 萬 | 0.02% | +556+20.2% | 加碼 |
| Trivant Custom Portfolio Group, LLC | 3,325 | $199.5 萬 | 1.16% | +21+0.6% | 加碼 |
| Schechter Investment Advisors, LLC | 3,347 | $200.8 萬 | 0.15% | −45−1.3% | 減碼 |