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。
2025 年第 1 季 13F 持有人
MSCI Inc. 在 2025/3/31 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
- 1,082
- 較 2024 年第 4 季 +30 家
- 持有股數
- 7,108 萬
- 較 2024 年第 4 季 +9.53 萬 (+0.1%)
- 總市值
- $401.6 億
- 較 2024 年第 4 季 −$22.1 億 (−5.2%)
- 新進機構
- 121
- 另有 404 家加碼
- 清倉機構
- 91
- 另有 385 家減碼
另有 19 家機構在 2024 年第 4 季持有、還沒有申報 2025 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 |
2025 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 2024 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| HB Wealth Management, LLC | 1,522 | $86.1 萬 | 0.01% | +145+10.5% | 加碼 |
| Gen-Wealth Partners Inc | 1,528 | $86.4 萬 | 0.36% | +179+13.3% | 加碼 |
| Intellectus Partners, LLC | 1,545 | $87.3 萬 | 0.22% | −46−2.9% | 減碼 |
| Texas Capital Bancshares Inc | 1,548 | $87.5 萬 | 0.37% | −11−0.7% | 減碼 |
| Sompo Asset Management Co., Ltd. | 1,550 | $87.7 萬 | 0.16% | −100−6.1% | 減碼 |
| LVW Advisors, LLC | 1,563 | $88.4 萬 | 0.11% | +103+7.1% | 加碼 |
| FJ Capital Management LLC | 1,573 | $89.0 萬 | 0.09% | +528+50.5% | 加碼 |
| Redwood Investments, LLC | 1,584 | $89.6 萬 | 0.34% | −56−3.4% | 減碼 |
| Arbor Capital Management Inc | 1,585 | $89.7 萬 | 0.87% | +36+2.3% | 加碼 |
| Benin Management CORP | 1,598 | $90.4 萬 | 0.26% | 00.0% | 不變 |
| Opes Wealth Management LLC | 1,600 | $90.5 萬 | 0.18% | +1,600 | 新進 |
| J. Safra Sarasin Holding AG | 1,619 | $91.6 萬 | 0.02% | −143−8.1% | 減碼 |
| Fairtree Asset Management (Pty) Ltd | 1,635 | $92.5 萬 | 0.74% | +442+37.0% | 加碼 |
| Ci Investments Inc. | 1,643 | $92.9 萬 | 0.00% | +192+13.2% | 加碼 |
| Guggenheim Capital LLC | 1,645 | $93.0 萬 | 0.01% | −216−11.6% | 減碼 |
| Meeder Advisory Services, Inc. | 1,646 | $93.1 萬 | 0.06% | +4+0.2% | 加碼 |
| Fox Run Management, L.L.C. | 1,670 | $94.4 萬 | 0.15% | −1,079−39.3% | 減碼 |
| R Squared Ltd | 1,670 | $94.4 萬 | 1.01% | +1,050+169.4% | 加碼 |
| Centiva Capital, LP | 1,704 | $96.4 萬 | 0.06% | +1,188+230.2% | 加碼 |
| Wallace Advisory Group, LLC | 1,612 | $96.7 萬 | 0.67% | +17+1.1% | 加碼 |
| Toth Financial Advisory Corp | 1,720 | $97.3 萬 | 0.12% | +836+94.6% | 加碼 |
| Diversify Wealth Management, LLC | 1,833 | $99.0 萬 | 0.07% | −265−12.6% | 減碼 |
| Ballentine Partners, LLC | 1,758 | $99.4 萬 | 0.02% | +10+0.6% | 加碼 |
| Harbor Capital Advisors, Inc. | 1,762 | $99.6 萬 | 0.05% | +496+39.2% | 加碼 |
| NVWM, LLC | 1,772 | $100.2 萬 | 0.27% | +5+0.3% | 加碼 |
| Copperwynd Financial, LLC | 1,773 | $100.3 萬 | 0.28% | +91+5.4% | 加碼 |
| Institute for Wealth Management, LLC. | 1,777 | $100.5 萬 | 0.13% | +226+14.6% | 加碼 |
| Montag A & Associates Inc | 1,779 | $100.6 萬 | 0.05% | +89+5.3% | 加碼 |
| Equitable Holdings, Inc. | 1,793 | $101.4 萬 | 0.01% | +420+30.6% | 加碼 |
| Everence Capital Management Inc | 1,797 | $101.6 萬 | 0.07% | 00.0% | 不變 |
| Integrated Wealth Concepts LLC | 1,802 | $101.9 萬 | 0.01% | +139+8.4% | 加碼 |
| Regions Financial Corp | 1,803 | $102.0 萬 | 0.01% | −122−6.3% | 減碼 |
| Evelyn Partners Investment Management Services Ltd | 1,854 | $104.8 萬 | 0.17% | −308−14.2% | 減碼 |
| Dynamic Technology Lab Private Ltd | 1,870 | $105.7 萬 | 0.15% | +410+28.1% | 加碼 |
| Callan Family Office, LLC | 1,880 | $106.3 萬 | 0.08% | +386+25.8% | 加碼 |
| Liberty Wealth Management LLC | 1,883 | $106.5 萬 | 0.20% | 00.0% | 不變 |
| Citizens Financial Group Inc | 1,931 | $109.2 萬 | 0.02% | +31+1.6% | 加碼 |
| Procyon Private Wealth Partners, LLC | 1,955 | $110.6 萬 | 0.07% | −220−10.1% | 減碼 |
| Empowered Funds, LLC | 2,003 | $113.3 萬 | 0.02% | +142+7.6% | 加碼 |
| Davidson Kahn Capital Management, LLC | 2,004 | $113.3 萬 | 0.88% | +168+9.2% | 加碼 |
| CAPROCK Group, Inc. | 2,013 | $113.9 萬 | 0.03% | −585−22.5% | 減碼 |
| Envestnet Portfolio Solutions, Inc. | 2,015 | $113.9 萬 | 0.00% | −2,376−54.1% | 減碼 |
| Frank, Rimerman Advisors LLC | 2,047 | $115.8 萬 | 0.09% | +29+1.4% | 加碼 |
| Cresset Asset Management, LLC | 2,075 | $117.3 萬 | 0.01% | +136+7.0% | 加碼 |
| Figure 8 Investment Strategies LLC | 2,076 | $117.4 萬 | 1.23% | +110+5.6% | 加碼 |
| King Luther Capital Management Corp | 2,081 | $117.7 萬 | 0.01% | −98−4.5% | 減碼 |
| Avantax Advisory Services, Inc. | 2,091 | $118.3 萬 | 0.01% | −32−1.5% | 減碼 |
| Principal Securities, Inc. | 1,978 | $118.7 萬 | 0.03% | 00.0% | 不變 |
| Grandeur Peak Global Advisors, LLC | 2,110 | $119.3 萬 | 0.13% | +107+5.3% | 加碼 |
| HHLR Advisors, Ltd.大師高瓴 HHLR | 2,128 | $120.3 萬 | 0.03% | −1,522−41.7% | 減碼 |
| Buckingham Strategic Partners | 2,148 | $121.5 萬 | 0.02% | +2,148 | 新進 |
| ProVise Management Group, LLC | 2,149 | $121.5 萬 | 0.10% | −85−3.8% | 減碼 |
| Keybank National Association | 2,150 | $121.6 萬 | 0.00% | +216+11.2% | 加碼 |
| Personal Cfo Solutions, LLC | 2,167 | $122.6 萬 | 0.25% | −333−13.3% | 減碼 |
| IFP Advisors, Inc | 2,197 | $124.3 萬 | 0.04% | +126+6.1% | 加碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 2,210 | $125.0 萬 | 0.09% | +2,210 | 新進 |
| BI Asset Management Fondsmaeglerselskab A/S | 2,222 | $125.7 萬 | 0.01% | −998−31.0% | 減碼 |
| EP Wealth Advisors, LLC | 2,235 | $126.4 萬 | 0.01% | −8−0.4% | 減碼 |
| Y-Intercept (Hong Kong) Ltd | 2,237 | $126.5 萬 | 0.09% | +2,237 | 新進 |
| AXS Investments LLC | 2,238 | $126.6 萬 | 0.35% | −23−1.0% | 減碼 |
| Kestra Advisory Services, LLC | 2,280 | $128.9 萬 | 0.01% | −1,854−44.8% | 減碼 |
| Snowden Capital Advisors LLC | 2,312 | $130.7 萬 | 0.04% | −254−9.9% | 減碼 |
| Capital Investment Advisory Services, LLC | 2,312 | $130.7 萬 | 0.12% | +69+3.1% | 加碼 |
| Fairbanks Capital Management, Inc. | 2,372 | $134.1 萬 | 0.86% | −774−24.6% | 減碼 |
| Bennett Selby Investments LP | 2,382 | $134.7 萬 | 0.53% | +122+5.4% | 加碼 |
| Bridgefront Capital, LLC | 2,386 | $134.9 萬 | 0.39% | +988+70.7% | 加碼 |
| Lincoln Capital LLC | 2,507 | $135.0 萬 | 0.28% | +2,507 | 新進 |
| Crossmark Global Holdings, Inc. | 2,408 | $136.2 萬 | 0.02% | −244−9.2% | 減碼 |
| AE Wealth Management LLC | 2,414 | $136.5 萬 | 0.01% | −343−12.4% | 減碼 |
| Cornercap Investment Counsel Inc | 2,429 | $137.4 萬 | 0.72% | −32−1.3% | 減碼 |
| Walleye Trading LLC | 2,429 | $137.4 萬 | 0.04% | +2,429 | 新進 |
| SRN Advisors, LLC | 2,441 | $138.0 萬 | 1.55% | −64−2.6% | 減碼 |
| Nomura Holdings Inc | 2,442 | $138.1 萬 | 0.01% | −141−5.5% | 減碼 |
| Sequoia Financial Advisors, LLC | 2,450 | $138.6 萬 | 0.01% | −280−10.3% | 減碼 |
| NewEdge Wealth, LLC | 2,458 | $139.0 萬 | 0.03% | −517−17.4% | 減碼 |
| Northwestern Mutual Investment Management Company, LLC | 2,470 | $139.7 萬 | 0.02% | −19−0.8% | 減碼 |
| Jackson Hill Advisors, LLC | 2,500 | $141.4 萬 | 0.77% | +2,500 | 新進 |
| Entropy Technologies, LP | 2,575 | $145.6 萬 | 0.14% | +1,788+227.2% | 加碼 |
| Legacy Advisors, LLC | 2,644 | $149.5 萬 | 0.16% | −158−5.6% | 減碼 |
| BDF-Gestion | 2,668 | $150.9 萬 | 0.17% | 00.0% | 不變 |
| Headlands Technologies LLC | 2,677 | $151.4 萬 | 0.17% | −3,802−58.7% | 減碼 |
| Achmea Investment Management B.V. | 2,683 | $151.8 萬 | 0.02% | +2,683 | 新進 |
| Healthcare of Ontario Pension Plan Trust Fund | 2,707 | $153.1 萬 | 0.00% | +2,650+4,649.1% | 加碼 |
| Fuller & Thaler Asset Management, Inc. | 2,710 | $153.3 萬 | 0.01% | +465+20.7% | 加碼 |
| Signal Advisors Wealth, LLC | 2,719 | $153.7 萬 | 0.15% | −14−0.5% | 減碼 |
| Tower Research Capital LLC (TRC) | 2,755 | $154.2 萬 | 0.05% | −868−24.0% | 減碼 |
| Empirical Finance, LLC | 2,752 | $155.6 萬 | 0.09% | +61+2.3% | 加碼 |
| City Holding Co | 2,763 | $156.2 萬 | 0.22% | −36−1.3% | 減碼 |
| Omers Administration Corp | 2,831 | $160.1 萬 | 0.01% | −471−14.3% | 減碼 |
| QRG Capital Management, Inc. | 2,834 | $160.3 萬 | 0.02% | −235−7.7% | 減碼 |
| Tema ETFs LLC | 2,901 | $164.1 萬 | 0.49% | +1,710+143.6% | 加碼 |
| RSM US Wealth Management LLC | 2,911 | $164.6 萬 | 0.03% | −801−21.6% | 減碼 |
| WealthBridge Investment Counsel Inc. | 2,957 | $167.2 萬 | 0.61% | +920+45.2% | 加碼 |
| AG2R la Mondiale Gestion D'Actifs | 3,018 | $170.2 萬 | 0.09% | +3,018 | 新進 |
| Schechter Investment Advisors, LLC | 3,016 | $170.6 萬 | 0.14% | −331−9.9% | 減碼 |
| Union Bancaire Privee, UBP SA | 2,974 | $173.2 萬 | 0.03% | −1,874−38.7% | 減碼 |
| Allstate Corp | 3,066 | $173.4 萬 | 0.05% | +741+31.9% | 加碼 |
| Generali Asset Management SPA SGR | 3,094 | $175.0 萬 | 0.04% | +3,094 | 新進 |
| E Fund Management Co., Ltd. | 3,102 | $175.4 萬 | 0.08% | −128−4.0% | 減碼 |
| Metis Global Partners, LLC | 3,154 | $178.4 萬 | 0.05% | +507+19.2% | 加碼 |