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 |
|---|---|---|---|---|---|
| Salvus Wealth Management, LLC | 45,861 | $286.7 萬 | 2.10% | −95−0.2% | 減碼 |
| Engineers Gate Manager LP | 45,432 | $284.0 萬 | 0.13% | +45,432 | 新進 |
| Zacks Investment Management | 45,095 | $281.9 萬 | 0.04% | −8,848−16.4% | 減碼 |
| State of New Jersey Common Pension Fund D | 41,745 | $260.9 萬 | 0.01% | −2,766−6.2% | 減碼 |
| Tudor Investment Corp Et Al | 41,584 | $259.9 萬 | 0.05% | +41,584 | 新進 |
| AlphaCrest Capital Management LLC | 40,908 | $255.7 萬 | 0.09% | +12,082+41.9% | 加碼 |
| Castellan Group, LLC | 39,775 | $248.6 萬 | 1.72% | +39,775 | 新進 |
| Qube Research & Technologies Ltd | 39,461 | $246.7 萬 | 0.02% | +26,802+211.7% | 加碼 |
| Asset Management One Co.,Ltd. | 38,603 | $244.6 萬 | 0.01% | +38,603 | 新進 |
| Aviva PLC | 38,994 | $243.8 萬 | 0.01% | +11,757+43.2% | 加碼 |
| Martingale Asset Management L P | 35,334 | $220.9 萬 | 0.03% | +385+1.1% | 加碼 |
| First National Bank of Omaha | 35,106 | $219.5 萬 | 0.11% | +12,170+53.1% | 加碼 |
| O'Shares Investment Advisers, LLC | 34,554 | $216.0 萬 | 0.15% | +1,119+3.3% | 加碼 |
| LPL Financial LLC | 33,325 | $208.3 萬 | 0.00% | +1,499+4.7% | 加碼 |
| American International Group, Inc. | 32,514 | $203.2 萬 | 0.01% | −972−2.9% | 減碼 |
| Two Sigma Advisers, LP | 31,900 | $199.4 萬 | 0.00% | +7,000+28.1% | 加碼 |
| Cornerstone Investment Partners, LLC | 30,964 | $193.6 萬 | 0.11% | +927+3.1% | 加碼 |
| Voya Investment Management LLC | 30,340 | $189.7 萬 | 0.00% | +7,476+32.7% | 加碼 |
| Wesbanco Bank Inc | 30,132 | $188.4 萬 | 0.07% | 00.0% | 不變 |
| HCR Wealth Advisors | 29,965 | $187.3 萬 | 0.29% | 00.0% | 不變 |
| HighTower Advisors, LLC | 29,718 | $186.1 萬 | 0.00% | +2,727+10.1% | 加碼 |
| DuPont Capital Management Corp | 29,435 | $184.0 萬 | 0.07% | +21,650+278.1% | 加碼 |
| Citizens Business Bank | 29,155 | $182.2 萬 | 0.22% | 00.0% | 不變 |
| APG Asset Management N.V. | 31,862 | $175.1 萬 | 0.00% | −9,700−23.3% | 減碼 |
| CWM, LLC | 27,668 | $173.0 萬 | 0.01% | +27,668 | 新進 |
| Prana Capital Management, LP | 27,530 | $172.1 萬 | 0.14% | −10,257−27.1% | 減碼 |
| Brandywine Global Investment Management, LLC | 25,948 | $162.2 萬 | 0.01% | +25,948 | 新進 |
| STRS Ohio | 24,900 | $155.6 萬 | 0.01% | 00.0% | 不變 |
| Vestmark Advisory Solutions, Inc. | 24,845 | $155.3 萬 | 0.09% | +907+3.8% | 加碼 |
| NewEdge Wealth, LLC | 24,845 | $155.3 萬 | 0.07% | +907+3.8% | 加碼 |
| Jacobs Levy Equity Management, Inc | 23,935 | $149.6 萬 | 0.01% | +23,935 | 新進 |
| Federation des caisses Desjardins du Quebec | 22,915 | $143.3 萬 | 0.01% | −1,309−5.4% | 減碼 |
| Cornercap Investment Counsel Inc | 22,785 | $142.4 萬 | 0.21% | −51−0.2% | 減碼 |
| Caxton Associates LP | 22,593 | $141.2 萬 | 0.18% | +18,511+453.5% | 加碼 |
| Price T Rowe Associates Inc | 21,949 | $137.2 萬 | 0.00% | −1,590−6.8% | 減碼 |
| BNP Paribas Arbitrage, SA | 20,994 | $131.2 萬 | 0.00% | +3,681+21.3% | 加碼 |
| Janney Montgomery Scott LLC | 20,766 | $129.8 萬 | 0.01% | +7,058+51.5% | 加碼 |
| Trexquant Investment LP | 20,646 | $129.1 萬 | 0.08% | +16,667+418.9% | 加碼 |
| MetLife Investment Management | 20,580 | $128.6 萬 | 0.01% | −1,257−5.8% | 減碼 |
| Verdence Capital Advisors LLC | 20,355 | $127.2 萬 | 0.15% | +317+1.6% | 加碼 |
| NN Investment Partners Holdings N.V. | 20,000 | $125.1 萬 | 0.01% | +20,000 | 新進 |
| First Eagle Investment Management, LLC | 19,708 | $123.2 萬 | 0.00% | +17,000+627.8% | 加碼 |
| Bramshill Investments, LLC | 19,494 | $121.9 萬 | 0.12% | −60−0.3% | 減碼 |
| Russell Investments Group, Ltd. | 19,360 | $121.3 萬 | 0.00% | +19,360 | 新進 |
| Jackson Creek Investment Advisors LLC | 19,262 | $120.4 萬 | 0.43% | −1,344−6.5% | 減碼 |
| Richard P Slaughter Associates Inc | 19,267 | $120.4 萬 | 0.43% | −249−1.3% | 減碼 |
| Hudson Value Partners, LLC | 18,570 | $116.1 萬 | 0.56% | −200−1.1% | 減碼 |
| Ascendant Capital Management, LLC | 18,000 | $112.5 萬 | 0.89% | −13,000−41.9% | 減碼 |
| Canada Pension Plan Investment Board | 18,000 | $112.5 萬 | 0.00% | −3,000−14.3% | 減碼 |
| CenterBook Partners LP | 15,965 | $106.0 萬 | 0.62% | +15,965 | 新進 |
| The PNC Financial Services Group, Inc. | 16,841 | $105.3 萬 | 0.00% | −1,171−6.5% | 減碼 |
| Hillsdale Investment Management Inc. | 16,650 | $104.1 萬 | 0.07% | 00.0% | 不變 |
| Janus Henderson Group PLC | 16,629 | $103.9 萬 | 0.00% | +10,766+183.6% | 加碼 |
| Arizona State Retirement System | 16,420 | $102.6 萬 | 0.01% | −285−1.7% | 減碼 |
| B. Metzler seel. Sohn & Co. AG | 15,953 | $100.1 萬 | 0.01% | +15,953 | 新進 |
| Allstate Corp | 15,735 | $98.3 萬 | 0.02% | −5,126−24.6% | 減碼 |
| Wakefield Asset Management LLLP | 15,551 | $97.2 萬 | 0.34% | +113+0.7% | 加碼 |
| Eaton Vance Management | 15,388 | $96.2 萬 | 0.00% | 00.0% | 不變 |
| Metropolitan Life Insurance Co | 15,277 | $95.5 萬 | 0.01% | −697−4.4% | 減碼 |
| Harbor Advisors LLC | 14,800 | $92.5 萬 | 0.17% | 00.0% | 不變 |
| Sigma Planning Corp | 14,762 | $92.3 萬 | 0.03% | +3,254+28.3% | 加碼 |
| Convergence Investment Partners, LLC | 14,365 | $89.8 萬 | 0.46% | +14,365 | 新進 |
| Versor Investments LP | 14,100 | $88.1 萬 | 0.03% | +3,780+36.6% | 加碼 |
| Dynamic Technology Lab Private Ltd | 14,080 | $88.0 萬 | 0.10% | +14,080 | 新進 |
| D. E. Shaw & Co., Inc. | 14,050 | $87.8 萬 | 0.00% | −75,925−84.4% | 減碼 |
| Point72 Asset Management, L.P. | 13,900 | $86.9 萬 | 0.00% | +11,300+434.6% | 加碼 |
| Foresight Wealth Management, LLC | 13,846 | $86.5 萬 | 0.33% | −88−0.6% | 減碼 |
| Campbell Newman Asset Management Inc | 13,639 | $85.3 萬 | 0.08% | +380+2.9% | 加碼 |
| ProShare Advisors LLC | 13,364 | $83.6 萬 | 0.00% | +5,522+70.4% | 加碼 |
| State Board of Administration of Florida Retirement System | 13,343 | $83.4 萬 | 0.00% | −449−3.3% | 減碼 |
| Paloma Partners Management Co | 13,091 | $81.8 萬 | 0.03% | +9,801+297.9% | 加碼 |
| SG Americas Securities, LLC | 12,910 | $80.7 萬 | 0.01% | −16,756−56.5% | 減碼 |
| Hennion & Walsh Asset Management, Inc. | 12,742 | $79.7 萬 | 0.04% | −761−5.6% | 減碼 |
| First Hawaiian Bank | 12,754 | $79.7 萬 | 0.02% | +55+0.4% | 加碼 |
| Psagot Value Holdings Ltd. / (Israel) | 12,457 | $77.9 萬 | 0.15% | −1,450−10.4% | 減碼 |
| Handelsbanken Fonder AB | 11,751 | $73.5 萬 | 0.00% | 00.0% | 不變 |
| Teacher Retirement System of Texas | 11,748 | $73.4 萬 | 0.00% | +1,832+18.5% | 加碼 |
| Advisor Group Holdings, Inc. | 11,771 | $73.4 萬 | 0.00% | +2,787+31.0% | 加碼 |
| Globeflex Capital L P | 11,332 | $70.8 萬 | 0.14% | +8,668+325.4% | 加碼 |
| PDT Partners, LLC | 11,232 | $70.2 萬 | 0.05% | +4,499+66.8% | 加碼 |
| Peak Financial Advisors LLC | 10,859 | $67.9 萬 | 0.52% | +563+5.5% | 加碼 |
| Diversified Trust Co | 10,839 | $67.8 萬 | 0.02% | +10,839 | 新進 |
| GWM Advisors LLC | 10,149 | $63.4 萬 | 0.01% | −955−8.6% | 減碼 |
| Smith Group Asset Management, LLC | 9,830 | $61.4 萬 | 0.03% | −255−2.5% | 減碼 |
| Nisa Investment Advisors, LLC | 10,830 | $61.2 萬 | 0.00% | −2,970−21.5% | 減碼 |
| Verition Fund Management LLC | 9,743 | $60.9 萬 | 0.01% | −29,022−74.9% | 減碼 |
| Fieldpoint Private Securities, LLC | 9,726 | $60.8 萬 | 0.12% | +4,071+72.0% | 加碼 |
| HSBC Holdings PLC | 9,618 | $60.4 萬 | 0.00% | −722−7.0% | 減碼 |
| Naples Global Advisors, LLC | 9,555 | $59.7 萬 | 0.07% | +105+1.1% | 加碼 |
| Amalgamated Bank | 9,489 | $59.3 萬 | 0.00% | −95−1.0% | 減碼 |
| Jane Street Group, LLC | 8,901 | $55.6 萬 | 0.00% | +8,901 | 新進 |
| Susquehanna International Group, LLP | 8,716 | $54.5 萬 | 0.00% | +1,774+25.6% | 加碼 |
| Virginia Retirement Systems Et Al | 8,700 | $54.4 萬 | 0.01% | −20,500−70.2% | 減碼 |
| Captrust Financial Advisors | 8,469 | $52.9 萬 | 0.00% | −275−3.1% | 減碼 |
| IndexIQ Advisors LLC | 8,252 | $51.6 萬 | 0.02% | −245−2.9% | 減碼 |
| Putnam Investments LLC | 8,226 | $51.4 萬 | 0.00% | +8,226 | 新進 |
| Hancock Whitney Corp | 8,169 | $51.1 萬 | 0.02% | −914−10.1% | 減碼 |
| Quantum Private Wealth, LLC | 8,071 | $50.4 萬 | 0.19% | +8,071 | 新進 |
| Public Employees Retirement Association of Colorado | 7,648 | $47.8 萬 | 0.00% | 00.0% | 不變 |
| Pitcairn Co | 7,528 | $47.1 萬 | 0.03% | −81−1.1% | 減碼 |