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 |
|---|---|---|---|---|---|
| Mission Wealth Management, LP | 1,378 | $82.7 萬 | 0.02% | −97−6.6% | 減碼 |
| HB Wealth Management, LLC | 1,377 | $82.6 萬 | 0.01% | +89+6.9% | 加碼 |
| Wetherby Asset Management Inc | 1,377 | $82.6 萬 | 0.04% | −143−9.4% | 減碼 |
| Signet Financial Management, LLC | 1,376 | $82.5 萬 | 0.11% | +11+0.8% | 加碼 |
| Moody Lynn & Lieberson, LLC | 1,375 | $82.5 萬 | 0.05% | +7+0.5% | 加碼 |
| Freestone Grove Partners LP | 1,375 | $82.5 萬 | 0.01% | +1,375 | 新進 |
| Equitable Holdings, Inc. | 1,373 | $82.4 萬 | 0.01% | +1,021+290.1% | 加碼 |
| Three Seasons Wealth, LLC | 1,372 | $82.3 萬 | 0.40% | +12+0.9% | 加碼 |
| Gen-Wealth Partners Inc | 1,349 | $81.0 萬 | 0.35% | +294+27.9% | 加碼 |
| Wedmont Private Capital | 1,404 | $80.8 萬 | 0.04% | +234+20.0% | 加碼 |
| Heartland Bank & Trust Co | 1,341 | $80.5 萬 | 0.44% | −59−4.2% | 減碼 |
| Canada Post Corp Registered Pension Plan | 1,338 | $80.3 萬 | 0.05% | +1,338 | 新進 |
| Stevens Capital Management LP | 1,324 | $79.4 萬 | 0.32% | +1,324 | 新進 |
| Roberts Capital Advisors, LLC | 1,293 | $77.6 萬 | 0.65% | 00.0% | 不變 |
| One Wealth Capital Management, LLC | 1,290 | $77.4 萬 | 0.39% | +1,290 | 新進 |
| Quintet Private Bank (Europe) S.A. | 1,285 | $77.1 萬 | 0.04% | −194−13.1% | 減碼 |
| Threadgill Financial, LLC | 1,283 | $77.0 萬 | 0.41% | +922+255.4% | 加碼 |
| Kovitz Investment Group Partners, LLC | 1,276 | $76.7 萬 | 0.00% | +1,276 | 新進 |
| Gries Financial LLC | 1,277 | $76.6 萬 | 0.14% | +5+0.4% | 加碼 |
| Harbor Capital Advisors, Inc. | 1,266 | $76.0 萬 | 0.03% | +27+2.2% | 加碼 |
| World Equity Group, Inc. | 1,264 | $75.8 萬 | 0.16% | +651+106.2% | 加碼 |
| Burney Co | 1,251 | $75.1 萬 | 0.03% | +100+8.7% | 加碼 |
| Signaturefd, LLC | 1,240 | $74.4 萬 | 0.01% | −8−0.6% | 減碼 |
| Meiji Yasuda Asset Management Co Ltd. | 1,235 | $74.1 萬 | 0.03% | −38−3.0% | 減碼 |
| Horizon Investments, LLC | 1,220 | $73.2 萬 | 0.02% | +35+3.0% | 加碼 |
| Profund Advisors LLC | 1,211 | $72.7 萬 | 0.03% | −27−2.2% | 減碼 |
| Graypoint LLC | 1,208 | $72.5 萬 | 0.04% | −10−0.8% | 減碼 |
| Simon Quick Advisors, LLC | 1,200 | $72.0 萬 | 0.04% | +60+5.3% | 加碼 |
| Tectonic Advisors LLC | 1,197 | $71.8 萬 | 0.05% | 00.0% | 不變 |
| Fairtree Asset Management (Pty) Ltd | 1,193 | $71.6 萬 | 0.68% | +1,193 | 新進 |
| Tema ETFs LLC | 1,191 | $71.5 萬 | 0.30% | +1,191 | 新進 |
| Transcend Wealth Collective, LLC | 1,183 | $71.0 萬 | 0.05% | −13−1.1% | 減碼 |
| Fidelis Capital Partners, LLC | 1,219 | $71.0 萬 | 0.07% | +49+4.2% | 加碼 |
| Flputnam Investment Management Co | 1,176 | $70.6 萬 | 0.01% | +2+0.2% | 加碼 |
| XTX Topco Ltd | 1,159 | $69.5 萬 | 0.06% | −872−42.9% | 減碼 |
| MUFG Securities Americas Inc. | 1,157 | $69.4 萬 | 0.09% | +1,157 | 新進 |
| Lido Advisors, LLC | 1,157 | $69.4 萬 | 0.00% | +211+22.3% | 加碼 |
| Ellevest, Inc. | 1,127 | $67.6 萬 | 0.04% | −72−6.0% | 減碼 |
| Prelude Capital Management, LLC | 1,105 | $66.3 萬 | 0.06% | +424+62.3% | 加碼 |
| Sava Infond d.o.o. | 1,100 | $66.0 萬 | 0.12% | +1,100 | 新進 |
| Alken Asset Management Ltd. | 1,100 | $66.0 萬 | 1.25% | +1,100 | 新進 |
| Strive Asset Management, LLC | 1,097 | $65.8 萬 | 0.49% | +1,097 | 新進 |
| Dark Forest Capital Management LP | 1,096 | $65.8 萬 | 0.10% | −666−37.8% | 減碼 |
| Atomi Financial Group, Inc. | 1,094 | $65.7 萬 | 0.03% | +582+113.7% | 加碼 |
| HighPoint Advisor Group LLC | 1,133 | $65.4 萬 | 0.04% | −138−10.9% | 減碼 |
| Integrated Investment Consultants, LLC | 1,087 | $65.2 萬 | 0.13% | +41+3.9% | 加碼 |
| Venturi Wealth Management, LLC | 1,074 | $64.4 萬 | 0.03% | +493+84.9% | 加碼 |
| Birch Financial Group, LLC | 1,070 | $64.2 萬 | 0.72% | +1,070 | 新進 |
| Oak Ridge Investments LLC | 1,069 | $64.1 萬 | 0.05% | −11−1.0% | 減碼 |
| Summit Trail Advisors, LLC | 1,067 | $64.0 萬 | 0.02% | +257+31.7% | 加碼 |
| Stanley-Laman Group, Ltd. | 1,058 | $63.5 萬 | 0.09% | 00.0% | 不變 |
| Pinnacle Associates Ltd | 1,050 | $63.0 萬 | 0.01% | −258−19.7% | 減碼 |
| FJ Capital Management LLC | 1,045 | $62.7 萬 | 0.07% | +560+115.5% | 加碼 |
| Baker Tilly Wealth Management, LLC | 1,044 | $62.6 萬 | 0.25% | +59+6.0% | 加碼 |
| Advisory Services Network, LLC | 1,036 | $62.2 萬 | 0.01% | −1,059−50.5% | 減碼 |
| Dana Investment Advisors, Inc. | 1,008 | $60.5 萬 | 0.02% | 00.0% | 不變 |
| Blair William & Co | 1,004 | $60.2 萬 | 0.00% | −15−1.5% | 減碼 |
| Birinyi Associates Inc | 1,000 | $60.0 萬 | 0.17% | −256−20.4% | 減碼 |
| Harbor Advisors LLC | 1,000 | $60.0 萬 | 0.09% | 00.0% | 不變 |
| Evercore Wealth Management, LLC | 999 | $59.9 萬 | 0.01% | 00.0% | 不變 |
| Gilbert & Cook, Inc. | 984 | $59.0 萬 | 0.08% | +68+7.4% | 加碼 |
| Catalyst Capital Advisors LLC | 975 | $58.5 萬 | 0.01% | −666−40.6% | 減碼 |
| Diversify Advisory Services, LLC | 1,011 | $58.2 萬 | 0.03% | −64−6.0% | 減碼 |
| Peapack Gladstone Financial Corp | 964 | $57.8 萬 | 0.01% | −11−1.1% | 減碼 |
| Bradley Foster & Sargent Inc | 963 | $57.8 萬 | 0.01% | −91−8.6% | 減碼 |
| Prudential PLC | 955 | $57.3 萬 | 0.00% | +256+36.6% | 加碼 |
| Malaga Cove Capital, LLC | 954 | $57.2 萬 | 0.22% | +10+1.1% | 加碼 |
| Atria Wealth Solutions, Inc. | 952 | $57.1 萬 | 0.01% | −20−2.1% | 減碼 |
| Bourgeon Capital Management LLC | 948 | $56.9 萬 | 0.11% | +948 | 新進 |
| Perpetual Ltd | 944 | $56.6 萬 | 0.01% | −912−49.1% | 減碼 |
| MJP Associates Inc | 929 | $55.7 萬 | 0.10% | +35+3.9% | 加碼 |
| NorthRock Partners, LLC | 926 | $55.6 萬 | 0.02% | −57−5.8% | 減碼 |
| Bryn Mawr Trust Co | 926 | $55.6 萬 | 0.01% | +7+0.8% | 加碼 |
| RFG Advisory, LLC | 919 | $55.1 萬 | 0.02% | −161−14.9% | 減碼 |
| Trust Asset Management LLC | 919 | $55.1 萬 | 0.04% | 00.0% | 不變 |
| Emerald Advisers, LLC | 901 | $54.1 萬 | 0.02% | +3+0.3% | 加碼 |
| Pitcairn Co | 889 | $53.3 萬 | 0.03% | −12−1.3% | 減碼 |
| Toth Financial Advisory Corp | 884 | $53.0 萬 | 0.06% | +27+3.2% | 加碼 |
| Triglav Skladi, D.O.O. | 875 | $52.5 萬 | 0.04% | +875 | 新進 |
| Azzad Asset Management Inc | 873 | $52.4 萬 | 0.10% | +5+0.6% | 加碼 |
| Kestra Investment Management, LLC | 868 | $52.1 萬 | 0.02% | +201+30.1% | 加碼 |
| Hallmark Capital Management Inc | 862 | $51.7 萬 | 0.04% | +63+7.9% | 加碼 |
| CNB Bank | 848 | $50.9 萬 | 0.24% | −49−5.5% | 減碼 |
| Aviso Financial Inc. | 837 | $50.2 萬 | 0.03% | −12−1.4% | 減碼 |
| GAMMA Investing LLC | 825 | $49.5 萬 | 0.04% | +410+98.8% | 加碼 |
| Wealthspire Advisors, LLC | 814 | $48.9 萬 | 0.00% | −94−10.4% | 減碼 |
| Beacon Pointe Advisors, LLC | 810 | $48.6 萬 | 0.01% | −117−12.6% | 減碼 |
| Boit C F David | 810 | $48.6 萬 | 0.24% | 00.0% | 不變 |
| Mather Group, LLC. | 807 | $48.4 萬 | 0.01% | +24+3.1% | 加碼 |
| ORG Wealth Partners, LLC | 807 | $48.4 萬 | 0.15% | +66+8.9% | 加碼 |
| D.A. Davidson & Co. | 803 | $48.2 萬 | 0.00% | −1−0.1% | 減碼 |
| Salvus Wealth Management, LLC | 803 | $48.2 萬 | 0.31% | +22+2.8% | 加碼 |
| Parallel Advisors, LLC | 791 | $47.5 萬 | 0.01% | +74+10.3% | 加碼 |
| Cigna Investments Inc | 789 | $47.3 萬 | 0.08% | −8−1.0% | 減碼 |
| Entropy Technologies, LP | 787 | $47.2 萬 | 0.05% | −4,003−83.6% | 減碼 |
| Geller Advisors LLC | 780 | $46.8 萬 | 0.03% | −10−1.3% | 減碼 |
| Elk River Wealth Management, LLC | 780 | $46.8 萬 | 0.08% | 00.0% | 不變 |
| Cary Street Partner Investment Advisory LLC | 774 | $46.4 萬 | 0.30% | −123−13.7% | 減碼 |
| Apeiron RIA LLC | 768 | $46.1 萬 | 0.13% | +92+13.6% | 加碼 |
| Ameritas Investment Partners, Inc. | 764 | $45.8 萬 | 0.01% | −33−4.1% | 減碼 |