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 |
|---|---|---|---|---|---|
| PDT Partners, LLC | 6,733 | $41.7 萬 | 0.03% | +6,733 | 新進 |
| Boston Private Wealth LLC | 6,775 | $41.9 萬 | 0.01% | −11,055−62.0% | 減碼 |
| Susquehanna International Group, LLP | 6,942 | $43.0 萬 | 0.00% | +6,942 | 新進 |
| Mackenzie Financial Corp | 6,983 | $43.2 萬 | 0.00% | +1,500+27.4% | 加碼 |
| US Bancorp | 7,052 | $43.6 萬 | 0.00% | −164−2.3% | 減碼 |
| Skandinaviska Enskilda Banken AB (publ) | 7,200 | $44.5 萬 | 0.00% | 00.0% | 不變 |
| Curated Wealth Partners LLC | 7,199 | $44.5 萬 | 0.25% | 00.0% | 不變 |
| Pitcairn Co | 7,609 | $47.0 萬 | 0.03% | +121+1.6% | 加碼 |
| Public Employees Retirement Association of Colorado | 7,648 | $47.3 萬 | 0.00% | 00.0% | 不變 |
| DuPont Capital Management Corp | 7,785 | $48.2 萬 | 0.02% | −1,102−12.4% | 減碼 |
| ProShare Advisors LLC | 7,842 | $48.5 萬 | 0.00% | −8,031−50.6% | 減碼 |
| IndexIQ Advisors LLC | 8,497 | $52.6 萬 | 0.02% | +851+11.1% | 加碼 |
| ExodusPoint Capital Management, LP | 8,742 | $54.1 萬 | 0.01% | +101+1.2% | 加碼 |
| Captrust Financial Advisors | 8,744 | $54.1 萬 | 0.00% | +3,532+67.8% | 加碼 |
| Advisor Group Holdings, Inc. | 8,984 | $56.2 萬 | 0.00% | +2,898+47.6% | 加碼 |
| Hancock Whitney Corp | 9,083 | $56.2 萬 | 0.02% | +9,083 | 新進 |
| Gsa Capital Partners LLP | 9,256 | $57.3 萬 | 0.06% | +5,240+130.5% | 加碼 |
| Naples Global Advisors, LLC | 9,450 | $58.5 萬 | 0.08% | +3,375+55.6% | 加碼 |
| Amalgamated Bank | 9,584 | $59.3 萬 | 0.01% | −635−6.2% | 減碼 |
| Teacher Retirement System of Texas | 9,916 | $61.4 萬 | 0.00% | +2,764+38.6% | 加碼 |
| Smith Group Asset Management, LLC | 10,085 | $62.4 萬 | 0.03% | +10,085 | 新進 |
| Brewin Dolphin Ltd | 10,255 | $63.4 萬 | 0.03% | 00.0% | 不變 |
| Peak Financial Advisors LLC | 10,296 | $63.7 萬 | 0.56% | +491+5.0% | 加碼 |
| Versor Investments LP | 10,320 | $63.8 萬 | 0.02% | +10,320 | 新進 |
| HSBC Holdings PLC | 10,340 | $64.2 萬 | 0.00% | +5,521+114.6% | 加碼 |
| Maverick Capital Ltd大師Maverick 資本 | 11,014 | $68.1 萬 | 0.01% | +7,734+235.8% | 加碼 |
| GWM Advisors LLC | 11,104 | $68.7 萬 | 0.02% | +1,384+14.2% | 加碼 |
| Meeder Asset Management Inc | 11,222 | $69.5 萬 | 0.04% | +6,065+117.6% | 加碼 |
| Sigma Planning Corp | 11,508 | $71.2 萬 | 0.02% | −25−0.2% | 減碼 |
| Centiva Capital, LP | 11,548 | $71.4 萬 | 0.06% | +11,548 | 新進 |
| Handelsbanken Fonder AB | 11,751 | $72.7 萬 | 0.00% | 00.0% | 不變 |
| Winton Group Ltd | 11,782 | $72.9 萬 | 0.04% | −3,532−23.1% | 減碼 |
| Qube Research & Technologies Ltd | 12,659 | $78.3 萬 | 0.01% | +12,659 | 新進 |
| First Hawaiian Bank | 12,699 | $78.6 萬 | 0.03% | −141−1.1% | 減碼 |
| Campbell Newman Asset Management Inc | 13,259 | $82.0 萬 | 0.08% | +683+5.4% | 加碼 |
| Hennion & Walsh Asset Management, Inc. | 13,503 | $83.5 萬 | 0.04% | −621−4.4% | 減碼 |
| Essex Investment Management Co LLC | 13,510 | $83.6 萬 | 0.10% | −111−0.8% | 減碼 |
| Janney Montgomery Scott LLC | 13,708 | $84.8 萬 | 0.00% | +20+0.1% | 加碼 |
| State Board of Administration of Florida Retirement System | 13,792 | $85.3 萬 | 0.00% | +230+1.7% | 加碼 |
| Nisa Investment Advisors, LLC | 13,800 | $85.4 萬 | 0.01% | 00.0% | 不變 |
| Psagot Investment House Ltd. | 13,907 | $86.0 萬 | 0.15% | 00.0% | 不變 |
| Psagot Value Holdings Ltd. / (Israel) | 13,907 | $86.0 萬 | 0.15% | +13,907 | 新進 |
| Foresight Wealth Management, LLC | 13,934 | $86.2 萬 | 0.38% | −944−6.3% | 減碼 |
| Harbor Advisors LLC | 14,800 | $91.6 萬 | 0.18% | 00.0% | 不變 |
| Shay Capital LLC | 15,000 | $92.8 萬 | 0.30% | +15,000 | 新進 |
| Eaton Vance Management | 15,388 | $95.2 萬 | 0.00% | 00.0% | 不變 |
| Wakefield Asset Management LLLP | 15,438 | $95.5 萬 | 0.36% | −339−2.1% | 減碼 |
| Metropolitan Life Insurance Co | 15,974 | $98.8 萬 | 0.01% | −745−4.5% | 減碼 |
| Hillsdale Investment Management Inc. | 16,650 | $103.0 萬 | 0.08% | −5,000−23.1% | 減碼 |
| Arizona State Retirement System | 16,705 | $103.4 萬 | 0.01% | +932+5.9% | 加碼 |
| BNP Paribas Arbitrage, SA | 17,313 | $107.1 萬 | 0.00% | +10,401+150.5% | 加碼 |
| The PNC Financial Services Group, Inc. | 18,012 | $111.4 萬 | 0.00% | +987+5.8% | 加碼 |
| Citigroup Inc | 18,651 | $115.4 萬 | 0.00% | −4,994−21.1% | 減碼 |
| Hudson Value Partners, LLC | 18,770 | $116.1 萬 | 0.64% | −2,210−10.5% | 減碼 |
| Richard P Slaughter Associates Inc | 19,516 | $120.7 萬 | 0.48% | +19,516 | 新進 |
| Bramshill Investments, LLC | 19,554 | $121.0 萬 | 0.10% | −33,280−63.0% | 減碼 |
| Verdence Capital Advisors LLC | 20,038 | $124.0 萬 | 0.16% | −73−0.4% | 減碼 |
| Jackson Creek Investment Advisors LLC | 20,606 | $127.5 萬 | 0.47% | +192+0.9% | 加碼 |
| Allstate Corp | 20,861 | $129.0 萬 | 0.05% | −2,475−10.6% | 減碼 |
| Canada Pension Plan Investment Board | 21,000 | $129.9 萬 | 0.00% | +21,000 | 新進 |
| MetLife Investment Management | 21,837 | $135.1 萬 | 0.01% | 00.0% | 不變 |
| Cornercap Investment Counsel Inc | 22,836 | $141.3 萬 | 0.16% | −2,879−11.2% | 減碼 |
| Voya Investment Management LLC | 22,864 | $141.5 萬 | 0.00% | +240+1.1% | 加碼 |
| First National Bank of Omaha | 22,936 | $141.9 萬 | 0.07% | −2,411−9.5% | 減碼 |
| Price T Rowe Associates Inc | 23,539 | $145.6 萬 | 0.00% | −1,012−4.1% | 減碼 |
| Vestmark Advisory Solutions, Inc. | 23,938 | $148.1 萬 | 0.10% | +313+1.3% | 加碼 |
| NewEdge Wealth, LLC | 23,938 | $148.1 萬 | 0.09% | +313+1.3% | 加碼 |
| Federation des caisses Desjardins du Quebec | 24,224 | $149.6 萬 | 0.02% | −2,190−8.3% | 減碼 |
| STRS Ohio | 24,900 | $154.0 萬 | 0.01% | −2,100−7.8% | 減碼 |
| Two Sigma Advisers, LP | 24,900 | $154.1 萬 | 0.00% | +6,600+36.1% | 加碼 |
| B. Metzler seel. Sohn & Co. Holding AG | 24,988 | $154.6 萬 | 0.02% | −804−3.1% | 減碼 |
| HighTower Advisors, LLC | 26,991 | $167.0 萬 | 0.00% | +327+1.2% | 加碼 |
| M&G Investment Management Ltd | 26,986 | $167.3 萬 | 0.01% | +26,986 | 新進 |
| Aviva PLC | 27,237 | $168.5 萬 | 0.01% | +27,237 | 新進 |
| Arrowstreet Capital, Limited Partnership | 27,300 | $168.9 萬 | 0.00% | +27,300 | 新進 |
| HRT Financial LP | 27,949 | $172.9 萬 | 0.01% | +27,949 | 新進 |
| AlphaCrest Capital Management LLC | 28,826 | $178.3 萬 | 0.09% | +5,415+23.1% | 加碼 |
| Citizens Business Bank | 29,155 | $180.4 萬 | 0.24% | 00.0% | 不變 |
| Virginia Retirement Systems Et Al | 29,200 | $180.7 萬 | 0.02% | −3,700−11.2% | 減碼 |
| SG Americas Securities, LLC | 29,666 | $183.5 萬 | 0.01% | +27,142+1,075.4% | 加碼 |
| HCR Wealth Advisors | 29,965 | $185.4 萬 | 0.31% | 00.0% | 不變 |
| Cornerstone Investment Partners, LLC | 30,037 | $185.8 萬 | 0.11% | +1,312+4.6% | 加碼 |
| Wesbanco Bank Inc | 30,132 | $186.4 萬 | 0.07% | 00.0% | 不變 |
| Ascendant Capital Management, LLC | 31,000 | $191.8 萬 | 1.45% | −4,000−11.4% | 減碼 |
| Cubist Systematic Strategies, LLC | 31,219 | $193.2 萬 | 0.02% | −27,644−47.0% | 減碼 |
| LPL Financial LLC | 31,826 | $196.9 萬 | 0.00% | +545+1.7% | 加碼 |
| O'Shares Investment Advisers, LLC | 33,435 | $206.9 萬 | 0.15% | +5,220+18.5% | 加碼 |
| Los Angeles Capital Management LLC | 33,445 | $206.9 萬 | 0.01% | +5,900+21.4% | 加碼 |
| American International Group, Inc. | 33,486 | $207.2 萬 | 0.01% | −796−2.3% | 減碼 |
| Martingale Asset Management L P | 34,949 | $216.3 萬 | 0.03% | +34,949 | 新進 |
| APG Asset Management N.V. | 41,562 | $221.9 萬 | 0.00% | −53,500−56.3% | 減碼 |
| Prana Capital Management, LP | 37,787 | $233.8 萬 | 0.21% | +37,787 | 新進 |
| Verition Fund Management LLC | 38,765 | $239.8 萬 | 0.04% | +30,153+350.1% | 加碼 |
| American Century Companies Inc | 40,309 | $249.4 萬 | 0.00% | +15,196+60.5% | 加碼 |
| Park Circle Co | 43,176 | $267.1 萬 | 2.20% | +16,500+61.9% | 加碼 |
| State of New Jersey Common Pension Fund D | 44,511 | $275.4 萬 | 0.01% | −3,413−7.1% | 減碼 |
| Salvus Wealth Management, LLC | 45,956 | $284.3 萬 | 2.32% | +1,170+2.6% | 加碼 |
| Chevy Chase Trust Holdings, Inc. | 50,141 | $310.2 萬 | 0.01% | +284+0.6% | 加碼 |
| Credit Suisse AG | 50,496 | $312.5 萬 | 0.00% | +3,121+6.6% | 加碼 |
| Meritage Portfolio Management | 50,843 | $314.6 萬 | 0.19% | −132−0.3% | 減碼 |