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 4 季 13F 持有人
Moelis & Co 在 2021/12/31 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
- 313
- 較 2021 年第 3 季 +27 家
- 持有股數
- 5,791 萬
- 較 2021 年第 3 季 +178.6 萬 (+3.2%)
- 總市值
- $36.2 億
- 較 2021 年第 3 季 +$1.47 億 (+4.2%)
- 新進機構
- 60
- 另有 119 家加碼
- 清倉機構
- 33
- 另有 98 家減碼
另有 5 家機構在 2021 年第 3 季持有、還沒有申報 2021 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Vanguard Group Inc | 6,419,483 | $4.01 億 | 0.01% | +413,347+6.9% | 加碼 |
| Kayne Anderson Rudnick Investment Management LLC | 5,560,101 | $3.48 億 | 0.80% | −192,452−3.3% | 減碼 |
| BlackRock Inc. | 4,580,783 | $2.86 億 | 0.01% | +18,964+0.4% | 加碼 |
| London Co of Virginia | 3,420,216 | $2.14 億 | 1.08% | −167,041−4.7% | 減碼 |
| Alliancebernstein L.P. | 2,539,942 | $1.59 億 | 0.06% | +441,909+21.1% | 加碼 |
| Timucuan Asset Management Inc | 2,045,098 | $1.28 億 | 4.69% | +3,472+0.2% | 加碼 |
| JPMorgan Chase & Co | 1,927,229 | $1.20 億 | 0.01% | −215,430−10.1% | 減碼 |
| Federated Hermes, Inc. | 1,687,298 | $1.05 億 | 0.20% | −139,829−7.7% | 減碼 |
| Artisan Partners Limited Partnership | 1,463,472 | $9,148 萬 | 0.11% | −316,897−17.8% | 減碼 |
| Westwood Holdings Group Inc. | 1,316,503 | $8,230 萬 | 0.74% | +72,828+5.9% | 加碼 |
| State Street Corp | 1,310,407 | $8,191 萬 | 0.00% | +73,419+5.9% | 加碼 |
| Geode Capital Management, LLC | 1,046,142 | $6,539 萬 | 0.01% | +45,889+4.6% | 加碼 |
| Dimensional Fund Advisors LP | 953,514 | $5,960 萬 | 0.02% | +7,794+0.8% | 加碼 |
| Wasatch Advisors Inc | 917,805 | $5,737 萬 | 0.23% | −99,122−9.7% | 減碼 |
| Wells Fargo & Company | 817,494 | $5,110 萬 | 0.01% | −27,751−3.3% | 減碼 |
| Bamco Inc | 792,935 | $4,957 萬 | 0.11% | −88,394−10.0% | 減碼 |
| Emerald Mutual Fund Advisers Trust | 768,726 | $4,805 萬 | 1.69% | +13,074+1.7% | 加碼 |
| Emerald Advisers, LLC | 767,336 | $4,797 萬 | 1.77% | −20,571−2.6% | 減碼 |
| Capital World Investors | 719,000 | $4,495 萬 | 0.01% | 00.0% | 不變 |
| Lord, Abbett & Co. LLC | 680,919 | $4,256 萬 | 0.10% | +9,286+1.4% | 加碼 |
| Northern Trust Corp | 626,598 | $3,917 萬 | 0.01% | −2,859−0.5% | 減碼 |
| Goldman Sachs Group Inc | 603,031 | $3,770 萬 | 0.01% | +304,114+101.7% | 加碼 |
| Ameriprise Financial Inc | 600,739 | $3,753 萬 | 0.01% | +6,917+1.2% | 加碼 |
| Heard Capital LLC | 598,938 | $3,744 萬 | 5.86% | +128,768+27.4% | 加碼 |
| Norges Bank | 598,154 | $3,739 萬 | 0.01% | +45,057+8.1% | 加碼 |
| Charles Schwab Investment Management Inc | 577,146 | $3,608 萬 | 0.01% | +50,959+9.7% | 加碼 |
| Bank of America Corp | 561,306 | $3,509 萬 | 0.00% | +29,750+5.6% | 加碼 |
| Bank of New York Mellon Corp | 539,107 | $3,370 萬 | 0.01% | +87,594+19.4% | 加碼 |
| Royce & Associates LP | 519,260 | $3,246 萬 | 0.24% | −187,574−26.5% | 減碼 |
| Millennium Management LLC | 490,047 | $3,063 萬 | 0.03% | +378,075+337.7% | 加碼 |
| Madison Asset Management, LLC | 422,503 | $2,641 萬 | 0.35% | −186,014−30.6% | 減碼 |
| Vaughan Nelson Investment Management, L.P. | 405,877 | $2,537 萬 | 0.26% | −432,065−51.6% | 減碼 |
| Morgan Stanley | 404,796 | $2,530 萬 | 0.00% | +183,192+82.7% | 加碼 |
| Manufacturers Life Insurance Company, The | 315,675 | $1,973 萬 | 0.01% | +17,153+5.7% | 加碼 |
| Tributary Capital Management, LLC | 310,901 | $1,943 萬 | 1.47% | −13,307−4.1% | 減碼 |
| Nuveen Asset Management, LLC | 313,059 | $1,904 萬 | 0.01% | +7,226+2.4% | 加碼 |
| Parametric Portfolio Associates LLC | 304,177 | $1,901 萬 | 0.01% | +14,818+5.1% | 加碼 |
| Capital Management Corp | 296,539 | $1,854 萬 | 3.85% | +25,104+9.2% | 加碼 |
| Raymond James & Associates | 285,965 | $1,788 萬 | 0.01% | −1,208−0.4% | 減碼 |
| Jennison Associates LLC | 256,609 | $1,604 萬 | 0.01% | −8,226−3.1% | 減碼 |
| Principal Financial Group Inc | 243,884 | $1,525 萬 | 0.01% | +96,811+65.8% | 加碼 |
| Panagora Asset Management Inc | 238,840 | $1,493 萬 | 0.08% | +83,088+53.3% | 加碼 |
| Gillson Capital LP | 236,082 | $1,476 萬 | 0.96% | +132,185+127.2% | 加碼 |
| Deutsche Bank AG | 226,816 | $1,418 萬 | 0.01% | +21,537+10.5% | 加碼 |
| Schonfeld Strategic Advisors LLC | 225,800 | $1,412 萬 | 0.14% | +111,600+97.7% | 加碼 |
| Adirondack Retirement Specialists, Inc. | 224,055 | $1,401 萬 | 12.21% | −19,655−8.1% | 減碼 |
| Robeco Institutional Asset Management B.V. | 216,325 | $1,352 萬 | 0.03% | −13,110−5.7% | 減碼 |
| Acadian Asset Management LLC | 197,325 | $1,233 萬 | 0.05% | +129,506+191.0% | 加碼 |
| Invesco Ltd. | 186,029 | $1,163 萬 | 0.00% | +882+0.5% | 加碼 |
| Winslow Asset Management Inc | 173,357 | $1,084 萬 | 1.91% | −846−0.5% | 減碼 |
| UBS Group AG | 172,593 | $1,079 萬 | 0.00% | +35,293+25.7% | 加碼 |
| American Century Companies Inc | 170,295 | $1,065 萬 | 0.01% | +129,986+322.5% | 加碼 |
| FMR LLC | 168,143 | $1,051 萬 | 0.00% | +27,112+19.2% | 加碼 |
| First Republic Investment Management, Inc. | 156,461 | $978.0 萬 | 0.02% | −35,786−18.6% | 減碼 |
| Renaissance Technologies LLC | 153,444 | $959.2 萬 | 0.01% | −17,900−10.4% | 減碼 |
| Arrowstreet Capital, Limited Partnership | 146,727 | $917.2 萬 | 0.01% | +119,427+437.5% | 加碼 |
| Wellington Management Group LLP | 144,510 | $903.3 萬 | 0.00% | −43,088−23.0% | 減碼 |
| Swiss National Bank | 134,300 | $839.5 萬 | 0.01% | −1,200−0.9% | 減碼 |
| Allspring Global Investments Holdings, LLC | 122,201 | $763.8 萬 | 0.01% | +122,201 | 新進 |
| Citadel Advisors LLC | 121,398 | $758.8 萬 | 0.01% | −33,442−21.6% | 減碼 |
| Stifel Financial Corp | 120,106 | $750.8 萬 | 0.01% | −6,126−4.9% | 減碼 |
| First Trust Advisors LP | 119,199 | $745.1 萬 | 0.01% | +22,836+23.7% | 加碼 |
| Royal Bank of Canada | 118,883 | $743.2 萬 | 0.00% | −20,074−14.4% | 減碼 |
| Schroder Investment Management Group | 116,987 | $731.3 萬 | 0.01% | +10,519+9.9% | 加碼 |
| Allianz Asset Management GmbH | 115,461 | $721.8 萬 | 0.01% | +49,471+75.0% | 加碼 |
| Cubist Systematic Strategies, LLC | 111,295 | $695.7 萬 | 0.07% | +80,076+256.5% | 加碼 |
| Balyasny Asset Management LLC | 108,776 | $680.0 萬 | 0.03% | −25,210−18.8% | 減碼 |
| Pier Capital, LLC | 105,975 | $662.4 萬 | 0.70% | −81,006−43.3% | 減碼 |
| Man Group plc | 101,997 | $637.6 萬 | 0.02% | +15,817+18.4% | 加碼 |
| Barclays PLC | 95,222 | $595.2 萬 | 0.00% | +31,940+50.5% | 加碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 93,243 | $582.9 萬 | 0.03% | +36,466+64.2% | 加碼 |
| ClariVest Asset Management LLC | 90,611 | $566.3 萬 | 0.17% | −5,061−5.3% | 減碼 |
| SEI Investments Co | 89,319 | $557.3 萬 | 0.01% | +1,356+1.5% | 加碼 |
| Assenagon Asset Management S.A. | 86,302 | $539.5 萬 | 0.02% | −56,413−39.5% | 減碼 |
| Regions Financial Corp | 85,420 | $534.0 萬 | 0.04% | +4,141+5.1% | 加碼 |
| California State Teachers Retirement System | 84,816 | $530.2 萬 | 0.01% | +1,578+1.9% | 加碼 |
| Neuberger Berman Group LLC | 80,318 | $498.6 萬 | 0.00% | +1,691+2.2% | 加碼 |
| Envestnet Asset Management Inc | 79,257 | $495.4 萬 | 0.00% | +9,480+13.6% | 加碼 |
| Advisors Asset Management, Inc. | 78,436 | $490.3 萬 | 0.07% | +20,987+36.5% | 加碼 |
| UBS Asset Management Americas Inc | 75,843 | $474.1 萬 | 0.00% | −1,066−1.4% | 減碼 |
| ExodusPoint Capital Management, LP | 74,447 | $465.4 萬 | 0.06% | +65,705+751.6% | 加碼 |
| New York State Common Retirement Fund | 74,103 | $463.2 萬 | 0.00% | −90.0% | 減碼 |
| Rhumbline Advisers | 70,576 | $441.2 萬 | 0.01% | −1,300−1.8% | 減碼 |
| Advisory Research Inc | 70,442 | $440.3 萬 | 0.35% | +70,442 | 新進 |
| Mutual of America Capital Management LLC | 68,101 | $425.7 萬 | 0.04% | −13,790−16.8% | 減碼 |
| Natixis Advisors, L.P. | 67,488 | $421.9 萬 | 0.02% | −27,828−29.2% | 減碼 |
| Public Employees Retirement System of Ohio | 64,646 | $404.1 萬 | 0.01% | −5,057−7.3% | 減碼 |
| AQR Capital Management LLC | 63,662 | $398.0 萬 | 0.01% | +12,057+23.4% | 加碼 |
| Brinker Capital Investments, LLC | 62,053 | $387.9 萬 | 0.06% | −2,527−3.9% | 減碼 |
| Vestcor Inc | 61,543 | $384.7 萬 | 0.14% | −1,604−2.5% | 減碼 |
| Eagle Rock Investment Company, LLC | 55,437 | $346.5 萬 | 0.66% | +55,437 | 新進 |
| Los Angeles Capital Management LLC | 55,392 | $346.3 萬 | 0.01% | +21,947+65.6% | 加碼 |
| Legal & General Group Plc | 55,355 | $346.0 萬 | 0.00% | +773+1.4% | 加碼 |
| Credit Suisse AG | 53,661 | $335.5 萬 | 0.00% | +3,165+6.3% | 加碼 |
| Voloridge Investment Management, LLC | 53,556 | $334.8 萬 | 0.02% | +53,556 | 新進 |
| Citigroup Inc | 50,900 | $318.2 萬 | 0.00% | +32,249+172.9% | 加碼 |
| Park Circle Co | 50,176 | $313.7 萬 | 2.55% | +7,000+16.2% | 加碼 |
| Meritage Portfolio Management | 49,772 | $311.1 萬 | 0.18% | −1,071−2.1% | 減碼 |
| Chevy Chase Trust Holdings, Inc. | 49,279 | $308.1 萬 | 0.01% | −862−1.7% | 減碼 |
| Mondrian Investment Partners LTD | 46,621 | $291.4 萬 | 0.06% | −7,309−13.6% | 減碼 |