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 3 季 13F 持有人
Moelis & Co 在 2021/9/30 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
- 291
- 較 2021 年第 2 季 +21 家
- 持有股數
- 5,617 萬
- 較 2021 年第 2 季 −26.1 萬 (−0.5%)
- 總市值
- $34.7 億
- 較 2021 年第 2 季 +$2.58 億 (+8.0%)
- 新進機構
- 49
- 另有 103 家加碼
- 清倉機構
- 28
- 另有 86 家減碼
另有 2 家機構在 2021 年第 2 季持有、還沒有申報 2021 年第 3 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 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Vanguard Group Inc | 6,006,136 | $3.72 億 | 0.01% | +75,650+1.3% | 加碼 |
| Kayne Anderson Rudnick Investment Management LLC | 5,752,553 | $3.56 億 | 0.86% | −291,786−4.8% | 減碼 |
| BlackRock Inc. | 4,561,819 | $2.82 億 | 0.01% | +33,385+0.7% | 加碼 |
| London Co of Virginia | 3,587,257 | $2.22 億 | 1.22% | −180,578−4.8% | 減碼 |
| JPMorgan Chase & Co | 2,142,659 | $1.33 億 | 0.02% | −516,026−19.4% | 減碼 |
| Alliancebernstein L.P. | 2,098,033 | $1.30 億 | 0.05% | −43,572−2.0% | 減碼 |
| Timucuan Asset Management Inc | 2,041,626 | $1.26 億 | 4.89% | +19,064+0.9% | 加碼 |
| Federated Hermes, Inc. | 1,827,127 | $1.13 億 | 0.22% | +126,980+7.5% | 加碼 |
| Artisan Partners Limited Partnership | 1,780,369 | $1.10 億 | 0.13% | −16,487−0.9% | 減碼 |
| Westwood Holdings Group Inc. | 1,243,675 | $7,695 萬 | 0.84% | +141,121+12.8% | 加碼 |
| State Street Corp | 1,236,988 | $7,653 萬 | 0.00% | +19,591+1.6% | 加碼 |
| Wasatch Advisors Inc | 1,016,927 | $6,292 萬 | 0.26% | +15,829+1.6% | 加碼 |
| Geode Capital Management, LLC | 1,000,253 | $6,189 萬 | 0.01% | −23,243−2.3% | 減碼 |
| Dimensional Fund Advisors LP | 945,720 | $5,852 萬 | 0.02% | +25,256+2.7% | 加碼 |
| Bamco Inc | 881,329 | $5,453 萬 | 0.12% | −218,595−19.9% | 減碼 |
| Wells Fargo & Company | 845,245 | $5,230 萬 | 0.01% | −1,108−0.1% | 減碼 |
| Vaughan Nelson Investment Management, L.P. | 837,942 | $5,184 萬 | 0.53% | −204,255−19.6% | 減碼 |
| Emerald Advisers, LLC | 787,907 | $4,875 萬 | 1.77% | +35,710+4.7% | 加碼 |
| Emerald Mutual Fund Advisers Trust | 755,652 | $4,675 萬 | 1.62% | 00.0% | 不變 |
| Capital World Investors | 719,000 | $4,449 萬 | 0.01% | 00.0% | 不變 |
| Royce & Associates LP | 706,834 | $4,373 萬 | 0.33% | −124,401−15.0% | 減碼 |
| Lord, Abbett & Co. LLC | 671,633 | $4,155 萬 | 0.10% | +230,909+52.4% | 加碼 |
| Northern Trust Corp | 629,457 | $3,894 萬 | 0.01% | −28,208−4.3% | 減碼 |
| Madison Asset Management, LLC | 608,517 | $3,765 萬 | 0.52% | −2230.0% | 減碼 |
| Ameriprise Financial Inc | 593,822 | $3,663 萬 | 0.01% | +35,379+6.3% | 加碼 |
| Norges Bank | 553,097 | $3,422 萬 | 0.01% | +37,980+7.4% | 加碼 |
| Bank of America Corp | 531,556 | $3,289 萬 | 0.00% | +5,527+1.1% | 加碼 |
| Charles Schwab Investment Management Inc | 526,187 | $3,256 萬 | 0.01% | +1,640+0.3% | 加碼 |
| Heard Capital LLC | 470,170 | $2,909 萬 | 5.65% | −600.0% | 減碼 |
| Bank of New York Mellon Corp | 451,513 | $2,794 萬 | 0.01% | +20,609+4.8% | 加碼 |
| Tributary Capital Management, LLC | 324,208 | $2,006 萬 | 1.55% | −4,788−1.5% | 減碼 |
| Nuveen Asset Management, LLC | 305,833 | $1,893 萬 | 0.01% | −12,551−3.9% | 減碼 |
| Goldman Sachs Group Inc | 298,917 | $1,849 萬 | 0.00% | +69,625+30.4% | 加碼 |
| Manufacturers Life Insurance Company, The | 298,522 | $1,847 萬 | 0.02% | −109,914−26.9% | 減碼 |
| Parametric Portfolio Associates LLC | 289,359 | $1,790 萬 | 0.01% | +10,457+3.7% | 加碼 |
| Raymond James & Associates | 287,173 | $1,777 萬 | 0.02% | +3,617+1.3% | 加碼 |
| Capital Management Corp | 271,435 | $1,679 萬 | 3.67% | −17,030−5.9% | 減碼 |
| Jennison Associates LLC | 264,835 | $1,639 萬 | 0.01% | +17,358+7.0% | 加碼 |
| Adirondack Retirement Specialists, Inc. | 243,710 | $1,508 萬 | 13.96% | +73,448+43.1% | 加碼 |
| Robeco Institutional Asset Management B.V. | 229,435 | $1,420 萬 | 0.03% | +142,346+163.4% | 加碼 |
| Morgan Stanley | 221,604 | $1,371 萬 | 0.00% | +76,298+52.5% | 加碼 |
| Deutsche Bank AG | 205,279 | $1,270 萬 | 0.01% | −6,404−3.0% | 減碼 |
| First Republic Investment Management, Inc. | 192,247 | $1,189 萬 | 0.03% | +30,990+19.2% | 加碼 |
| Wellington Management Group LLP | 187,598 | $1,161 萬 | 0.00% | −9,353−4.7% | 減碼 |
| Pier Capital, LLC | 186,981 | $1,157 萬 | 1.20% | −2,846−1.5% | 減碼 |
| Invesco Ltd. | 185,147 | $1,146 萬 | 0.00% | −17,000−8.4% | 減碼 |
| Winslow Asset Management Inc | 174,203 | $1,078 萬 | 2.08% | −1,735−1.0% | 減碼 |
| Renaissance Technologies LLC | 171,344 | $1,060 萬 | 0.01% | −69,900−29.0% | 減碼 |
| Panagora Asset Management Inc | 155,752 | $963.6 萬 | 0.05% | +155,752 | 新進 |
| Citadel Advisors LLC | 154,840 | $958.0 萬 | 0.01% | −170,464−52.4% | 減碼 |
| Principal Financial Group Inc | 147,073 | $909.9 萬 | 0.01% | +2,341+1.6% | 加碼 |
| Assenagon Asset Management S.A. | 142,715 | $883.0 萬 | 0.04% | +142,715 | 新進 |
| FMR LLC | 141,031 | $872.5 萬 | 0.00% | −35,657−20.2% | 減碼 |
| Royal Bank of Canada | 138,957 | $859.8 萬 | 0.00% | +11,398+8.9% | 加碼 |
| UBS Group AG | 137,300 | $849.5 萬 | 0.00% | +3,176+2.4% | 加碼 |
| Swiss National Bank | 135,500 | $838.3 萬 | 0.01% | +7,600+5.9% | 加碼 |
| Balyasny Asset Management LLC | 133,986 | $829.0 萬 | 0.04% | +120,574+899.0% | 加碼 |
| Stifel Financial Corp | 126,232 | $781.0 萬 | 0.01% | +13,106+11.6% | 加碼 |
| Schonfeld Strategic Advisors LLC | 114,200 | $706.6 萬 | 0.08% | +114,200 | 新進 |
| Millennium Management LLC | 111,972 | $692.8 萬 | 0.01% | −151,375−57.5% | 減碼 |
| Schroder Investment Management Group | 106,468 | $658.7 萬 | 0.01% | −19,161−15.3% | 減碼 |
| Gillson Capital LP | 103,897 | $642.8 萬 | 0.47% | +103,897 | 新進 |
| First Trust Advisors LP | 96,363 | $596.2 萬 | 0.01% | −74,001−43.4% | 減碼 |
| ClariVest Asset Management LLC | 95,672 | $591.9 萬 | 0.19% | −4,854−4.8% | 減碼 |
| Natixis Advisors, L.P. | 95,316 | $589.7 萬 | 0.02% | −17,480−15.5% | 減碼 |
| D. E. Shaw & Co., Inc. | 89,975 | $556.7 萬 | 0.01% | −54,430−37.7% | 減碼 |
| SEI Investments Co | 87,963 | $543.3 萬 | 0.01% | +38,844+79.1% | 加碼 |
| Man Group plc | 86,180 | $533.2 萬 | 0.02% | −29,682−25.6% | 減碼 |
| California State Teachers Retirement System | 83,238 | $515.0 萬 | 0.01% | −1,077−1.3% | 減碼 |
| Mutual of America Capital Management LLC | 81,891 | $506.7 萬 | 0.05% | −9,315−10.2% | 減碼 |
| Regions Financial Corp | 81,279 | $502.9 萬 | 0.04% | +2,736+3.5% | 加碼 |
| Neuberger Berman Group LLC | 78,627 | $486.5 萬 | 0.00% | +9,768+14.2% | 加碼 |
| UBS Asset Management Americas Inc | 76,909 | $475.8 萬 | 0.00% | +11,930+18.4% | 加碼 |
| New York State Common Retirement Fund | 74,112 | $458.5 萬 | 0.00% | −8,821−10.6% | 減碼 |
| Rhumbline Advisers | 71,876 | $444.7 萬 | 0.01% | +1,013+1.4% | 加碼 |
| Envestnet Asset Management Inc | 69,777 | $431.7 萬 | 0.00% | +1,885+2.8% | 加碼 |
| Public Employees Retirement System of Ohio | 69,703 | $431.3 萬 | 0.02% | −6,286−8.3% | 減碼 |
| Acadian Asset Management LLC | 67,819 | $419.1 萬 | 0.02% | +67,819 | 新進 |
| Allianz Asset Management GmbH | 65,990 | $408.3 萬 | 0.00% | +1,979+3.1% | 加碼 |
| Barclays PLC | 63,282 | $391.5 萬 | 0.00% | +46,235+271.2% | 加碼 |
| Vestcor Inc | 63,147 | $390.7 萬 | 0.14% | +63,147 | 新進 |
| Brinker Capital Investments, LLC | 64,580 | $367.4 萬 | 0.06% | 00.0% | 不變 |
| Advisors Asset Management, Inc. | 57,449 | $355.4 萬 | 0.05% | +8,506+17.4% | 加碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 56,777 | $351.3 萬 | 0.02% | +51,534+982.9% | 加碼 |
| Legal & General Group Plc | 54,582 | $337.7 萬 | 0.00% | +13,442+32.7% | 加碼 |
| Mondrian Investment Partners LTD | 53,930 | $333.7 萬 | 0.07% | −13,742−20.3% | 減碼 |
| Zacks Investment Management | 53,943 | $333.7 萬 | 0.05% | +885+1.7% | 加碼 |
| AQR Capital Management LLC | 51,605 | $319.3 萬 | 0.01% | +8,783+20.5% | 加碼 |
| Meritage Portfolio Management | 50,843 | $314.6 萬 | 0.19% | −132−0.3% | 減碼 |
| Credit Suisse AG | 50,496 | $312.5 萬 | 0.00% | +3,121+6.6% | 加碼 |
| Chevy Chase Trust Holdings, Inc. | 50,141 | $310.2 萬 | 0.01% | +284+0.6% | 加碼 |
| Salvus Wealth Management, LLC | 45,956 | $284.3 萬 | 2.32% | +1,170+2.6% | 加碼 |
| State of New Jersey Common Pension Fund D | 44,511 | $275.4 萬 | 0.01% | −3,413−7.1% | 減碼 |
| Park Circle Co | 43,176 | $267.1 萬 | 2.20% | +16,500+61.9% | 加碼 |
| American Century Companies Inc | 40,309 | $249.4 萬 | 0.00% | +15,196+60.5% | 加碼 |
| Verition Fund Management LLC | 38,765 | $239.8 萬 | 0.04% | +30,153+350.1% | 加碼 |
| Prana Capital Management, LP | 37,787 | $233.8 萬 | 0.21% | +37,787 | 新進 |
| APG Asset Management N.V. | 41,562 | $221.9 萬 | 0.00% | −53,500−56.3% | 減碼 |
| Martingale Asset Management L P | 34,949 | $216.3 萬 | 0.03% | +34,949 | 新進 |
| American International Group, Inc. | 33,486 | $207.2 萬 | 0.01% | −796−2.3% | 減碼 |