Moelis & Co
MC- 交易所
- NYSE
- 產業
- Investment Advice
- SEC CIK
- 0001596967
近 90 天，Moelis & Co 內部人申報 0 筆公開市場買進、2 筆賣出；2026 年第 2 季末有 397 家機構在 13F 申報持有，市值合計 $52.5 億；沒有大師持有。
2021 年第 2 季 13F 持有人
Moelis & Co 在 2021/6/30 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
- 272
- 較 2021 年第 1 季 +13 家
- 持有股數
- 5,644 萬
- 較 2021 年第 1 季 −104.5 萬 (−1.8%)
- 總市值
- $32.2 億
- 較 2021 年第 1 季 +$5,592 萬 (+1.8%)
- 新進機構
- 41
- 另有 108 家加碼
- 清倉機構
- 28
- 另有 71 家減碼
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 MC 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 | 397 | $52.5 億 |
| 2026 年第 1 季 | 402 | $45.6 億 |
| 2025 年第 4 季 | 399 | $53.2 億 |
| 2025 年第 3 季 | 397 | $54.0 億 |
| 2025 年第 2 季 | 376 | $47.4 億 |
| 2025 年第 1 季 | 380 | $43.4 億 |
| 2024 年第 4 季 | 352 | $52.6 億 |
| 2024 年第 3 季 | 334 | $49.1 億 |
| 2024 年第 2 季 | 294 | $41.3 億 |
| 2024 年第 1 季 | 308 | $41.2 億 |
| 2023 年第 4 季 | 280 | $40.6 億 |
| 2023 年第 3 季 | 268 | $33.0 億 |
| 2023 年第 2 季 | 259 | $34.2 億 |
| 2023 年第 1 季 | 245 | $25.3 億 |
| 2022 年第 4 季 | 241 | $24.4 億 |
| 2022 年第 3 季 | 246 | $21.2 億 |
| 2022 年第 2 季 | 260 | $24.2 億 |
| 2022 年第 1 季 | 281 | $27.8 億 |
| 2021 年第 4 季 | 313 | $36.2 億 |
| 2021 年第 3 季 | 291 | $34.7 億 |
| 2021 年第 2 季 | 272 | $32.2 億 |
| 2021 年第 1 季 | 259 | $31.6 億 |
2021 年第 2 季持有機構
每家機構持有 Moelis & Co 的股數、市值與佔組合比重；股數變化跟 2021 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Kayne Anderson Rudnick Investment Management LLC | 6,044,339 | $3.44 億 | 0.85% | −55,246−0.9% | 減碼 |
| Vanguard Group Inc | 5,930,486 | $3.37 億 | 0.01% | +438,869+8.0% | 加碼 |
| BlackRock Inc. | 4,528,434 | $2.58 億 | 0.01% | −268,214−5.6% | 減碼 |
| London Co of Virginia | 3,767,835 | $2.14 億 | 1.14% | +164,432+4.6% | 加碼 |
| JPMorgan Chase & Co | 2,658,685 | $1.51 億 | 0.02% | −110,999−4.0% | 減碼 |
| Alliancebernstein L.P. | 2,141,605 | $1.22 億 | 0.05% | −675,787−24.0% | 減碼 |
| Timucuan Asset Management Inc | 2,022,562 | $1.15 億 | 4.56% | +2,974+0.1% | 加碼 |
| Artisan Partners Limited Partnership | 1,796,856 | $1.02 億 | 0.12% | +5,932+0.3% | 加碼 |
| Federated Hermes, Inc. | 1,700,147 | $9,672 萬 | 0.18% | +32,664+2.0% | 加碼 |
| State Street Corp | 1,217,397 | $6,926 萬 | 0.00% | +169,827+16.2% | 加碼 |
| Westwood Holdings Group Inc. | 1,102,554 | $6,272 萬 | 0.64% | −60,895−5.2% | 減碼 |
| Bamco Inc | 1,099,924 | $6,258 萬 | 0.14% | −4,065−0.4% | 減碼 |
| Vaughan Nelson Investment Management, L.P. | 1,042,197 | $5,929 萬 | 0.60% | −316,030−23.3% | 減碼 |
| Geode Capital Management, LLC | 1,023,496 | $5,823 萬 | 0.01% | +141,401+16.0% | 加碼 |
| Wasatch Advisors Inc | 1,001,098 | $5,695 萬 | 0.23% | +162,381+19.4% | 加碼 |
| Dimensional Fund Advisors LP | 920,464 | $5,237 萬 | 0.02% | −36,592−3.8% | 減碼 |
| Wells Fargo & Company | 846,353 | $4,815 萬 | 0.01% | −208,227−19.7% | 減碼 |
| Royce & Associates LP | 831,235 | $4,729 萬 | 0.32% | −137,000−14.1% | 減碼 |
| Emerald Mutual Fund Advisers Trust | 755,652 | $4,299 萬 | 1.41% | 00.0% | 不變 |
| Emerald Advisers, LLC | 752,197 | $4,279 萬 | 1.56% | −26,300−3.4% | 減碼 |
| Capital World Investors | 719,000 | $4,090 萬 | 0.01% | 00.0% | 不變 |
| Northern Trust Corp | 657,665 | $3,742 萬 | 0.01% | +34,227+5.5% | 加碼 |
| Madison Asset Management, LLC | 608,740 | $3,463 萬 | 0.47% | −3,424−0.6% | 減碼 |
| Ameriprise Financial Inc | 558,443 | $3,177 萬 | 0.01% | +7,702+1.4% | 加碼 |
| Bank of America Corp | 526,029 | $2,993 萬 | 0.00% | +15,653+3.1% | 加碼 |
| Charles Schwab Investment Management Inc | 524,547 | $2,984 萬 | 0.01% | +44,351+9.2% | 加碼 |
| Norges Bank | 515,117 | $2,931 萬 | 0.01% | +67,976+15.2% | 加碼 |
| Heard Capital LLC | 470,230 | $2,675 萬 | 6.09% | +163,370+53.2% | 加碼 |
| Lord, Abbett & Co. LLC | 440,724 | $2,507 萬 | 0.06% | −256,875−36.8% | 減碼 |
| Bank of New York Mellon Corp | 430,904 | $2,452 萬 | 0.00% | +33,347+8.4% | 加碼 |
| Manufacturers Life Insurance Company, The | 408,436 | $2,324 萬 | 0.02% | +23,610+6.1% | 加碼 |
| Tributary Capital Management, LLC | 328,996 | $1,872 萬 | 1.42% | −15,634−4.5% | 減碼 |
| Citadel Advisors LLC | 325,304 | $1,851 萬 | 0.02% | +75,221+30.1% | 加碼 |
| Nuveen Asset Management, LLC | 318,384 | $1,811 萬 | 0.01% | +50,850+19.0% | 加碼 |
| Capital Management Corp | 288,465 | $1,641 萬 | 3.48% | +77,670+36.8% | 加碼 |
| Adirondack Retirement Specialists, Inc. | 170,262 | $1,620 萬 | 15.35% | +3,220+1.9% | 加碼 |
| Raymond James & Associates | 283,556 | $1,613 萬 | 0.01% | +47,554+20.1% | 加碼 |
| Parametric Portfolio Associates LLC | 278,902 | $1,587 萬 | 0.01% | +15,658+5.9% | 加碼 |
| Millennium Management LLC | 263,347 | $1,498 萬 | 0.02% | +13,429+5.4% | 加碼 |
| Jennison Associates LLC | 247,477 | $1,408 萬 | 0.01% | −7,697−3.0% | 減碼 |
| Renaissance Technologies LLC | 241,244 | $1,372 萬 | 0.02% | −130,600−35.1% | 減碼 |
| Goldman Sachs Group Inc | 229,292 | $1,305 萬 | 0.00% | −92,415−28.7% | 減碼 |
| Deutsche Bank AG | 211,683 | $1,204 萬 | 0.01% | +8,691+4.3% | 加碼 |
| Invesco Ltd. | 202,147 | $1,150 萬 | 0.00% | +34,094+20.3% | 加碼 |
| Wellington Management Group LLP | 196,951 | $1,120 萬 | 0.00% | +38,794+24.5% | 加碼 |
| Pier Capital, LLC | 189,827 | $1,080 萬 | 1.08% | −26,465−12.2% | 減碼 |
| FMR LLC | 176,688 | $1,005 萬 | 0.00% | −5,516−3.0% | 減碼 |
| Winslow Asset Management Inc | 175,938 | $1,001 萬 | 1.87% | +506+0.3% | 加碼 |
| First Trust Advisors LP | 170,364 | $969.2 萬 | 0.01% | +33,746+24.7% | 加碼 |
| Cramer Rosenthal McGlynn LLC | 166,137 | $945.2 萬 | 0.30% | −362,473−68.6% | 減碼 |
| First Republic Investment Management, Inc. | 161,257 | $917.4 萬 | 0.02% | +4,563+2.9% | 加碼 |
| Morgan Stanley | 145,306 | $826.8 萬 | 0.00% | −44,169−23.3% | 減碼 |
| Principal Financial Group Inc | 144,732 | $823.4 萬 | 0.01% | +133,461+1,184.1% | 加碼 |
| D. E. Shaw & Co., Inc. | 144,405 | $821.5 萬 | 0.01% | +126,767+718.7% | 加碼 |
| UBS Group AG | 134,124 | $763.0 萬 | 0.00% | −8,969−6.3% | 減碼 |
| Swiss National Bank | 127,900 | $727.6 萬 | 0.00% | +1,100+0.9% | 加碼 |
| Royal Bank of Canada | 127,559 | $725.7 萬 | 0.00% | +6,074+5.0% | 加碼 |
| Schroder Investment Management Group | 125,629 | $714.7 萬 | 0.01% | +30,381+31.9% | 加碼 |
| Man Group plc | 115,862 | $659.1 萬 | 0.02% | −20,990−15.3% | 減碼 |
| Stifel Financial Corp | 113,126 | $643.6 萬 | 0.01% | −125−0.1% | 減碼 |
| Natixis Advisors, L.P. | 112,796 | $641.7 萬 | 0.03% | −26,843−19.2% | 減碼 |
| ClariVest Asset Management LLC | 100,526 | $571.8 萬 | 0.19% | −223−0.2% | 減碼 |
| Mutual of America Capital Management LLC | 91,206 | $518.9 萬 | 0.05% | −130,703−58.9% | 減碼 |
| Robeco Institutional Asset Management B.V. | 87,089 | $495.5 萬 | 0.01% | +87,089 | 新進 |
| California State Teachers Retirement System | 84,315 | $479.7 萬 | 0.01% | +4,637+5.8% | 加碼 |
| New York State Common Retirement Fund | 82,933 | $471.8 萬 | 0.00% | +4,533+5.8% | 加碼 |
| APG Asset Management N.V. | 95,062 | $456.0 萬 | 0.01% | −69,100−42.1% | 減碼 |
| Regions Financial Corp | 78,543 | $446.8 萬 | 0.04% | +3,116+4.1% | 加碼 |
| Public Employees Retirement System of Ohio | 75,989 | $432.3 萬 | 0.02% | +4,778+6.7% | 加碼 |
| Rhumbline Advisers | 70,863 | $403.1 萬 | 0.01% | +15,736+28.5% | 加碼 |
| Neuberger Berman Group LLC | 68,859 | $391.7 萬 | 0.00% | +450+0.7% | 加碼 |
| Envestnet Asset Management Inc | 67,892 | $386.2 萬 | 0.00% | −1,207−1.7% | 減碼 |
| Mondrian Investment Partners LTD | 67,672 | $385.0 萬 | 0.07% | 00.0% | 不變 |
| UBS Asset Management Americas Inc | 64,979 | $369.7 萬 | 0.00% | +5,876+9.9% | 加碼 |
| Brinker Capital Investments, LLC | 64,580 | $367.4 萬 | 0.05% | −90.0% | 減碼 |
| Allianz Asset Management GmbH | 64,011 | $364.2 萬 | 0.00% | −3,625−5.4% | 減碼 |
| Cubist Systematic Strategies, LLC | 58,863 | $334.9 萬 | 0.04% | −17,807−23.2% | 減碼 |
| Zacks Investment Management | 53,058 | $301.8 萬 | 0.05% | +1,873+3.7% | 加碼 |
| Bramshill Investments, LLC | 52,834 | $300.6 萬 | 0.23% | +10,067+23.5% | 加碼 |
| Meritage Portfolio Management | 50,975 | $290.0 萬 | 0.17% | +50,975 | 新進 |
| Chevy Chase Trust Holdings, Inc. | 49,857 | $283.6 萬 | 0.01% | +49,857 | 新進 |
| SEI Investments Co | 49,119 | $279.0 萬 | 0.01% | +89+0.2% | 加碼 |
| Advisors Asset Management, Inc. | 48,943 | $278.4 萬 | 0.04% | +36,936+307.6% | 加碼 |
| State of New Jersey Common Pension Fund D | 47,924 | $272.6 萬 | 0.01% | +4,071+9.3% | 加碼 |
| Credit Suisse AG | 47,375 | $268.5 萬 | 0.00% | +2,873+6.5% | 加碼 |
| Salvus Wealth Management, LLC | 44,786 | $255.3 萬 | 2.15% | −149−0.3% | 減碼 |
| AQR Capital Management LLC | 42,822 | $243.6 萬 | 0.00% | +13,658+46.8% | 加碼 |
| Legal & General Group Plc | 41,140 | $234.0 萬 | 0.00% | +434+1.1% | 加碼 |
| Ascendant Capital Management, LLC | 35,000 | $199.1 萬 | 1.42% | +1,000+2.9% | 加碼 |
| American International Group, Inc. | 34,282 | $195.0 萬 | 0.01% | +3,485+11.3% | 加碼 |
| Virginia Retirement Systems Et Al | 32,900 | $187.2 萬 | 0.02% | +11,500+53.7% | 加碼 |
| LPL Financial LLC | 31,281 | $178.0 萬 | 0.00% | +548+1.8% | 加碼 |
| Tudor Investment Corp Et Al | 30,916 | $175.9 萬 | 0.04% | +2,192+7.6% | 加碼 |
| Wesbanco Bank Inc | 30,132 | $171.4 萬 | 0.06% | 00.0% | 不變 |
| HCR Wealth Advisors | 29,965 | $170.5 萬 | 0.30% | 00.0% | 不變 |
| Citizens Business Bank | 29,155 | $165.9 萬 | 0.22% | 00.0% | 不變 |
| Cornerstone Investment Partners, LLC | 28,725 | $163.4 萬 | 0.09% | +5,634+24.4% | 加碼 |
| O'Shares Investment Advisers, LLC | 28,215 | $160.5 萬 | 0.11% | +3,487+14.1% | 加碼 |
| Los Angeles Capital Management LLC | 27,545 | $156.7 萬 | 0.01% | +5,020+22.3% | 加碼 |
| STRS Ohio | 27,000 | $153.6 萬 | 0.01% | +1,800+7.1% | 加碼 |