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 |
|---|---|---|---|---|---|
| BNP Paribas Arbitrage, SA | 6,912 | $39.3 萬 | 0.00% | −4,132−37.4% | 減碼 |
| Teacher Retirement System of Texas | 7,152 | $40.7 萬 | 0.00% | +1,085+17.9% | 加碼 |
| US Bancorp | 7,216 | $41.0 萬 | 0.00% | −743−9.3% | 減碼 |
| Skandinaviska Enskilda Banken AB (publ) | 7,200 | $41.0 萬 | 0.00% | 00.0% | 不變 |
| Curated Wealth Partners LLC | 7,199 | $41.0 萬 | 0.22% | 00.0% | 不變 |
| Pitcairn Co | 7,488 | $42.6 萬 | 0.03% | −540−6.7% | 減碼 |
| Public Employees Retirement Association of Colorado | 7,648 | $43.5 萬 | 0.00% | 00.0% | 不變 |
| IndexIQ Advisors LLC | 7,646 | $43.5 萬 | 0.01% | +390+5.4% | 加碼 |
| Caption Management, LLC | 7,852 | $44.7 萬 | 0.04% | +7,852 | 新進 |
| Verition Fund Management LLC | 8,612 | $49.0 萬 | 0.01% | +4,747+122.8% | 加碼 |
| ExodusPoint Capital Management, LP | 8,641 | $49.2 萬 | 0.01% | −8,771−50.4% | 減碼 |
| DuPont Capital Management Corp | 8,887 | $50.6 萬 | 0.01% | 00.0% | 不變 |
| Blueshift Asset Management, LLC | 9,145 | $52.0 萬 | 0.03% | +9,145 | 新進 |
| GWM Advisors LLC | 9,720 | $55.3 萬 | 0.01% | +9,720 | 新進 |
| Peak Financial Advisors LLC | 9,805 | $55.8 萬 | 0.48% | +9,805 | 新進 |
| Amalgamated Bank | 10,219 | $58.1 萬 | 0.00% | +2,695+35.8% | 加碼 |
| Voloridge Investment Management, LLC | 10,253 | $58.3 萬 | 0.00% | +10,253 | 新進 |
| Brewin Dolphin Ltd | 10,255 | $58.3 萬 | 0.03% | 00.0% | 不變 |
| Jump Financial, LLC | 10,900 | $62.0 萬 | 0.06% | +10,900 | 新進 |
| WBI Investments | 11,121 | $63.3 萬 | 0.10% | +11,121 | 新進 |
| Sigma Planning Corp | 11,533 | $65.6 萬 | 0.02% | +3,184+38.1% | 加碼 |
| Handelsbanken Fonder AB | 11,751 | $66.9 萬 | 0.00% | +1,200+11.4% | 加碼 |
| Campbell Newman Asset Management Inc | 12,576 | $71.5 萬 | 0.07% | +722+6.1% | 加碼 |
| Globeflex Capital L P | 12,620 | $71.8 萬 | 0.13% | +2,664+26.8% | 加碼 |
| First Hawaiian Bank | 12,840 | $73.0 萬 | 0.03% | 00.0% | 不變 |
| Quadrature Capital Ltd | 13,305 | $75.7 萬 | 0.03% | +13,305 | 新進 |
| Engineers Gate Manager LP | 13,397 | $76.2 萬 | 0.05% | −20−0.1% | 減碼 |
| Balyasny Asset Management LLC | 13,412 | $76.3 萬 | 0.00% | +13,412 | 新進 |
| State Board of Administration of Florida Retirement System | 13,562 | $77.2 萬 | 0.00% | +1,700+14.3% | 加碼 |
| Essex Investment Management Co LLC | 13,621 | $77.5 萬 | 0.09% | −4,243−23.8% | 減碼 |
| Janney Montgomery Scott LLC | 13,688 | $77.9 萬 | 0.00% | +15+0.1% | 加碼 |
| Nisa Investment Advisors, LLC | 13,800 | $78.5 萬 | 0.00% | +79+0.6% | 加碼 |
| Psagot Investment House Ltd. | 13,907 | $79.1 萬 | 0.03% | 00.0% | 不變 |
| Mercer Global Advisors Inc | 14,085 | $80.1 萬 | 0.01% | +1,625+13.0% | 加碼 |
| Quantbot Technologies LP | 14,118 | $80.3 萬 | 0.06% | −8,914−38.7% | 減碼 |
| Hennion & Walsh Asset Management, Inc. | 14,124 | $80.4 萬 | 0.04% | −1,701−10.7% | 減碼 |
| Harbor Advisors LLC | 14,800 | $84.2 萬 | 0.17% | 00.0% | 不變 |
| Foresight Wealth Management, LLC | 14,878 | $84.6 萬 | 0.36% | +2,231+17.6% | 加碼 |
| Winton Group Ltd | 15,314 | $87.1 萬 | 0.05% | −3,407−18.2% | 減碼 |
| Eaton Vance Management | 15,388 | $87.5 萬 | 0.00% | +14,167+1,160.3% | 加碼 |
| Arizona State Retirement System | 15,773 | $89.7 萬 | 0.01% | −372−2.3% | 減碼 |
| Wakefield Asset Management LLLP | 15,777 | $89.8 萬 | 0.34% | +39+0.2% | 加碼 |
| ProShare Advisors LLC | 15,873 | $90.3 萬 | 0.00% | +1,753+12.4% | 加碼 |
| Metropolitan Life Insurance Co | 16,719 | $95.1 萬 | 0.01% | +2,453+17.2% | 加碼 |
| The PNC Financial Services Group, Inc. | 17,025 | $96.8 萬 | 0.00% | +786+4.8% | 加碼 |
| Barclays PLC | 17,047 | $97.1 萬 | 0.00% | −46,659−73.2% | 減碼 |
| Boston Private Wealth LLC | 17,830 | $101.5 萬 | 0.01% | +3,039+20.5% | 加碼 |
| Two Sigma Advisers, LP | 18,300 | $104.1 萬 | 0.00% | +18,300 | 新進 |
| Verdence Capital Advisors LLC | 20,111 | $114.4 萬 | 0.16% | +4,720+30.7% | 加碼 |
| Jackson Creek Investment Advisors LLC | 20,414 | $116.1 萬 | 0.43% | −2,517−11.0% | 減碼 |
| Hudson Value Partners, LLC | 20,980 | $119.4 萬 | 0.66% | 00.0% | 不變 |
| Hillsdale Investment Management Inc. | 21,650 | $123.2 萬 | 0.10% | 00.0% | 不變 |
| MetLife Investment Management | 21,837 | $124.2 萬 | 0.01% | +2,411+12.4% | 加碼 |
| Susquehanna Fundamental Investments, LLC | 22,203 | $126.3 萬 | 0.02% | −53,103−70.5% | 減碼 |
| Origin Asset Management LLP | 22,359 | $127.2 萬 | 0.14% | +4,392+24.4% | 加碼 |
| Voya Investment Management LLC | 22,624 | $128.7 萬 | 0.00% | −439−1.9% | 減碼 |
| Two Sigma Investments, LP | 22,964 | $130.6 萬 | 0.00% | +22,964 | 新進 |
| Allstate Corp | 23,336 | $132.8 萬 | 0.04% | −5,462−19.0% | 減碼 |
| AlphaCrest Capital Management LLC | 23,411 | $133.2 萬 | 0.06% | +2,811+13.6% | 加碼 |
| Vestmark Advisory Solutions, Inc. | 23,625 | $134.4 萬 | 0.10% | +3,074+15.0% | 加碼 |
| NewEdge Wealth, LLC | 23,625 | $134.4 萬 | 0.10% | +3,074+15.0% | 加碼 |
| Citigroup Inc | 23,645 | $134.5 萬 | 0.00% | +199+0.8% | 加碼 |
| First National Bank of Omaha | 25,347 | $139.1 萬 | 0.07% | 00.0% | 不變 |
| Price T Rowe Associates Inc | 24,551 | $139.7 萬 | 0.00% | +2,885+13.3% | 加碼 |
| American Century Companies Inc | 25,113 | $142.9 萬 | 0.00% | +2,257+9.9% | 加碼 |
| Cornercap Investment Counsel Inc | 25,715 | $146.3 萬 | 0.16% | +206+0.8% | 加碼 |
| B. Metzler seel. Sohn & Co. Holding AG | 25,792 | $146.7 萬 | 0.02% | 00.0% | 不變 |
| Federation des caisses Desjardins du Quebec | 26,414 | $150.3 萬 | 0.02% | −11,245−29.9% | 減碼 |
| HighTower Advisors, LLC | 26,664 | $151.2 萬 | 0.00% | +2,768+11.6% | 加碼 |
| Park Circle Co | 26,676 | $151.8 萬 | 1.21% | 00.0% | 不變 |
| STRS Ohio | 27,000 | $153.6 萬 | 0.01% | +1,800+7.1% | 加碼 |
| Los Angeles Capital Management LLC | 27,545 | $156.7 萬 | 0.01% | +5,020+22.3% | 加碼 |
| O'Shares Investment Advisers, LLC | 28,215 | $160.5 萬 | 0.11% | +3,487+14.1% | 加碼 |
| Cornerstone Investment Partners, LLC | 28,725 | $163.4 萬 | 0.09% | +5,634+24.4% | 加碼 |
| Citizens Business Bank | 29,155 | $165.9 萬 | 0.22% | 00.0% | 不變 |
| HCR Wealth Advisors | 29,965 | $170.5 萬 | 0.30% | 00.0% | 不變 |
| Wesbanco Bank Inc | 30,132 | $171.4 萬 | 0.06% | 00.0% | 不變 |
| Tudor Investment Corp Et Al | 30,916 | $175.9 萬 | 0.04% | +2,192+7.6% | 加碼 |
| LPL Financial LLC | 31,281 | $178.0 萬 | 0.00% | +548+1.8% | 加碼 |
| Virginia Retirement Systems Et Al | 32,900 | $187.2 萬 | 0.02% | +11,500+53.7% | 加碼 |
| American International Group, Inc. | 34,282 | $195.0 萬 | 0.01% | +3,485+11.3% | 加碼 |
| Ascendant Capital Management, LLC | 35,000 | $199.1 萬 | 1.42% | +1,000+2.9% | 加碼 |
| Legal & General Group Plc | 41,140 | $234.0 萬 | 0.00% | +434+1.1% | 加碼 |
| AQR Capital Management LLC | 42,822 | $243.6 萬 | 0.00% | +13,658+46.8% | 加碼 |
| Salvus Wealth Management, LLC | 44,786 | $255.3 萬 | 2.15% | −149−0.3% | 減碼 |
| Credit Suisse AG | 47,375 | $268.5 萬 | 0.00% | +2,873+6.5% | 加碼 |
| State of New Jersey Common Pension Fund D | 47,924 | $272.6 萬 | 0.01% | +4,071+9.3% | 加碼 |
| Advisors Asset Management, Inc. | 48,943 | $278.4 萬 | 0.04% | +36,936+307.6% | 加碼 |
| SEI Investments Co | 49,119 | $279.0 萬 | 0.01% | +89+0.2% | 加碼 |
| Chevy Chase Trust Holdings, Inc. | 49,857 | $283.6 萬 | 0.01% | +49,857 | 新進 |
| Meritage Portfolio Management | 50,975 | $290.0 萬 | 0.17% | +50,975 | 新進 |
| Bramshill Investments, LLC | 52,834 | $300.6 萬 | 0.23% | +10,067+23.5% | 加碼 |
| Zacks Investment Management | 53,058 | $301.8 萬 | 0.05% | +1,873+3.7% | 加碼 |
| Cubist Systematic Strategies, LLC | 58,863 | $334.9 萬 | 0.04% | −17,807−23.2% | 減碼 |
| Allianz Asset Management GmbH | 64,011 | $364.2 萬 | 0.00% | −3,625−5.4% | 減碼 |
| Brinker Capital Investments, LLC | 64,580 | $367.4 萬 | 0.05% | −90.0% | 減碼 |
| UBS Asset Management Americas Inc | 64,979 | $369.7 萬 | 0.00% | +5,876+9.9% | 加碼 |
| Mondrian Investment Partners LTD | 67,672 | $385.0 萬 | 0.07% | 00.0% | 不變 |
| Envestnet Asset Management Inc | 67,892 | $386.2 萬 | 0.00% | −1,207−1.7% | 減碼 |
| Neuberger Berman Group LLC | 68,859 | $391.7 萬 | 0.00% | +450+0.7% | 加碼 |