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。
2022 年第 1 季 13F 持有人
Moelis & Co 在 2022/3/31 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
- 281
- 較 2021 年第 4 季 −28 家
- 持有股數
- 5,889 萬
- 較 2021 年第 4 季 +99.3 萬 (+1.7%)
- 總市值
- $27.8 億
- 較 2021 年第 4 季 −$8.42 億 (−23.3%)
- 新進機構
- 29
- 另有 123 家加碼
- 清倉機構
- 57
- 另有 95 家減碼
另有 4 家機構在 2021 年第 4 季持有、還沒有申報 2022 年第 1 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 |
2022 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Vanguard Group Inc | 6,645,142 | $3.12 億 | 0.01% | +225,659+3.5% | 加碼 |
| Kayne Anderson Rudnick Investment Management LLC | 5,378,177 | $2.53 億 | 0.67% | −181,924−3.3% | 減碼 |
| BlackRock Inc. | 4,792,004 | $2.25 億 | 0.01% | +211,221+4.6% | 加碼 |
| London Co of Virginia | 3,394,703 | $1.59 億 | 0.84% | −25,513−0.7% | 減碼 |
| Alliancebernstein L.P. | 2,997,378 | $1.41 億 | 0.05% | +457,436+18.0% | 加碼 |
| JPMorgan Chase & Co | 2,354,901 | $1.11 億 | 0.01% | +427,672+22.2% | 加碼 |
| Timucuan Asset Management Inc | 2,297,731 | $1.08 億 | 4.19% | +252,633+12.4% | 加碼 |
| Westwood Holdings Group Inc. | 1,627,474 | $7,641 萬 | 0.71% | +310,971+23.6% | 加碼 |
| Federated Hermes, Inc. | 1,523,864 | $7,155 萬 | 0.16% | −163,434−9.7% | 減碼 |
| Artisan Partners Limited Partnership | 1,497,270 | $7,030 萬 | 0.09% | +33,798+2.3% | 加碼 |
| Heard Capital LLC | 1,388,860 | $6,521 萬 | 5.97% | +789,922+131.9% | 加碼 |
| State Street Corp | 1,303,859 | $6,122 萬 | 0.00% | −6,548−0.5% | 減碼 |
| Geode Capital Management, LLC | 1,086,826 | $5,103 萬 | 0.01% | +40,684+3.9% | 加碼 |
| Wasatch Advisors Inc | 1,025,398 | $4,814 萬 | 0.24% | +107,593+11.7% | 加碼 |
| Dimensional Fund Advisors LP | 968,520 | $4,547 萬 | 0.01% | +15,006+1.6% | 加碼 |
| Wells Fargo & Company | 938,616 | $4,407 萬 | 0.01% | +121,122+14.8% | 加碼 |
| Emerald Advisers, LLC | 836,015 | $3,925 萬 | 1.50% | +68,679+9.0% | 加碼 |
| Bamco Inc | 786,851 | $3,694 萬 | 0.09% | −6,084−0.8% | 減碼 |
| Ameriprise Financial Inc | 720,527 | $3,383 萬 | 0.01% | +119,788+19.9% | 加碼 |
| Capital World Investors | 719,000 | $3,376 萬 | 0.01% | 00.0% | 不變 |
| Emerald Mutual Fund Advisers Trust | 692,326 | $3,251 萬 | 1.44% | −76,400−9.9% | 減碼 |
| Lord, Abbett & Co. LLC | 625,527 | $2,937 萬 | 0.08% | −55,392−8.1% | 減碼 |
| Northern Trust Corp | 605,435 | $2,843 萬 | 0.01% | −21,163−3.4% | 減碼 |
| Charles Schwab Investment Management Inc | 601,982 | $2,826 萬 | 0.01% | +24,836+4.3% | 加碼 |
| Norges Bank | 584,354 | $2,744 萬 | 0.01% | −13,800−2.3% | 減碼 |
| Royce & Associates LP | 569,047 | $2,672 萬 | 0.23% | +49,787+9.6% | 加碼 |
| Bank of New York Mellon Corp | 556,181 | $2,611 萬 | 0.01% | +17,074+3.2% | 加碼 |
| Bank of America Corp | 548,982 | $2,577 萬 | 0.00% | −12,324−2.2% | 減碼 |
| Goldman Sachs Group Inc | 512,660 | $2,407 萬 | 0.01% | −90,371−15.0% | 減碼 |
| Jacobs Levy Equity Management, Inc | 473,856 | $2,225 萬 | 0.15% | +449,921+1,879.8% | 加碼 |
| Manufacturers Life Insurance Company, The | 439,834 | $2,065 萬 | 0.01% | +124,159+39.3% | 加碼 |
| Madison Asset Management, LLC | 418,701 | $1,966 萬 | 0.28% | −3,802−0.9% | 減碼 |
| Adirondack Retirement Specialists, Inc. | 188,608 | $1,964 萬 | 17.57% | −35,447−15.8% | 減碼 |
| Vaughan Nelson Investment Management, L.P. | 394,957 | $1,854 萬 | 0.21% | −10,920−2.7% | 減碼 |
| Capital Management Corp | 371,092 | $1,742 萬 | 3.73% | +74,553+25.1% | 加碼 |
| Tributary Capital Management, LLC | 352,673 | $1,656 萬 | 1.31% | +41,772+13.4% | 加碼 |
| Parametric Portfolio Associates LLC | 344,263 | $1,616 萬 | 0.01% | +40,086+13.2% | 加碼 |
| Morgan Stanley | 332,550 | $1,561 萬 | 0.00% | −72,246−17.8% | 減碼 |
| Nuveen Asset Management, LLC | 307,094 | $1,424 萬 | 0.00% | −5,965−1.9% | 減碼 |
| Principal Financial Group Inc | 279,323 | $1,311 萬 | 0.01% | +35,439+14.5% | 加碼 |
| Jennison Associates LLC | 263,990 | $1,239 萬 | 0.01% | +7,381+2.9% | 加碼 |
| Invesco Ltd. | 253,061 | $1,188 萬 | 0.00% | +67,032+36.0% | 加碼 |
| First Republic Investment Management, Inc. | 228,338 | $1,072 萬 | 0.02% | +71,877+45.9% | 加碼 |
| Gillson Capital LP | 209,557 | $983.9 萬 | 0.79% | −26,525−11.2% | 減碼 |
| FMR LLC | 193,948 | $910.6 萬 | 0.00% | +25,805+15.3% | 加碼 |
| Deutsche Bank AG | 181,087 | $850.2 萬 | 0.00% | −45,729−20.2% | 減碼 |
| UBS Group AG | 178,989 | $840.4 萬 | 0.00% | +6,396+3.7% | 加碼 |
| Voloridge Investment Management, LLC | 172,628 | $810.5 萬 | 0.05% | +119,072+222.3% | 加碼 |
| American Century Companies Inc | 172,370 | $809.3 萬 | 0.01% | +2,075+1.2% | 加碼 |
| Winslow Asset Management Inc | 168,199 | $789.7 萬 | 1.56% | −5,158−3.0% | 減碼 |
| Schroder Investment Management Group | 150,824 | $714.0 萬 | 0.01% | +33,837+28.9% | 加碼 |
| Swiss National Bank | 144,100 | $676.5 萬 | 0.00% | +9,800+7.3% | 加碼 |
| Wellington Management Group LLP | 142,510 | $669.1 萬 | 0.00% | −2,000−1.4% | 減碼 |
| Millennium Management LLC | 134,103 | $629.6 萬 | 0.01% | −355,944−72.6% | 減碼 |
| Stifel Financial Corp | 122,809 | $576.5 萬 | 0.01% | +2,703+2.3% | 加碼 |
| Royal Bank of Canada | 117,882 | $553.4 萬 | 0.00% | −1,001−0.8% | 減碼 |
| First Trust Advisors LP | 106,987 | $502.3 萬 | 0.01% | −12,212−10.2% | 減碼 |
| Raymond James & Associates | 103,933 | $488.0 萬 | 0.00% | −182,032−63.7% | 減碼 |
| Vestcor Inc | 103,435 | $485.6 萬 | 0.17% | +41,892+68.1% | 加碼 |
| Russell Investments Group, Ltd. | 94,789 | $444.9 萬 | 0.01% | +75,429+389.6% | 加碼 |
| Verition Fund Management LLC | 88,157 | $413.9 萬 | 0.08% | +78,414+804.8% | 加碼 |
| UBS Asset Management Americas Inc | 88,055 | $413.4 萬 | 0.00% | +12,212+16.1% | 加碼 |
| Regions Financial Corp | 87,196 | $409.4 萬 | 0.03% | +1,776+2.1% | 加碼 |
| Man Group plc | 85,482 | $401.3 萬 | 0.01% | −16,515−16.2% | 減碼 |
| Public Employees Retirement System of Ohio | 84,961 | $398.9 萬 | 0.01% | +20,315+31.4% | 加碼 |
| Cubist Systematic Strategies, LLC | 81,086 | $380.7 萬 | 0.03% | −30,209−27.1% | 減碼 |
| Envestnet Asset Management Inc | 78,449 | $368.3 萬 | 0.00% | −808−1.0% | 減碼 |
| California State Teachers Retirement System | 77,973 | $366.1 萬 | 0.00% | −6,843−8.1% | 減碼 |
| Renaissance Technologies LLC | 75,544 | $354.7 萬 | 0.00% | −77,900−50.8% | 減碼 |
| ClariVest Asset Management LLC | 74,675 | $350.6 萬 | 0.14% | −15,936−17.6% | 減碼 |
| New York State Common Retirement Fund | 74,158 | $348.2 萬 | 0.00% | +55+0.1% | 加碼 |
| Neuberger Berman Group LLC | 72,292 | $339.4 萬 | 0.00% | −8,026−10.0% | 減碼 |
| Rhumbline Advisers | 70,786 | $332.3 萬 | 0.00% | +210+0.3% | 加碼 |
| Meritage Portfolio Management | 70,546 | $331.2 萬 | 0.21% | +20,774+41.7% | 加碼 |
| Mutual of America Capital Management LLC | 67,686 | $317.8 萬 | 0.03% | −415−0.6% | 減碼 |
| Magnetar Financial LLC | 65,429 | $307.2 萬 | 0.03% | +61,642+1,627.7% | 加碼 |
| Balyasny Asset Management LLC | 63,860 | $299.8 萬 | 0.01% | −44,916−41.3% | 減碼 |
| Natixis Advisors, L.P. | 60,351 | $283.3 萬 | 0.01% | −7,137−10.6% | 減碼 |
| Brinker Capital Investments, LLC | 60,149 | $282.4 萬 | 0.04% | −1,904−3.1% | 減碼 |
| AQR Capital Management LLC | 59,357 | $278.7 萬 | 0.01% | −4,305−6.8% | 減碼 |
| First Eagle Investment Management, LLC | 57,772 | $271.2 萬 | 0.01% | +38,064+193.1% | 加碼 |
| Credit Suisse AG | 57,130 | $268.2 萬 | 0.00% | +3,469+6.5% | 加碼 |
| Los Angeles Capital Management LLC | 56,282 | $264.2 萬 | 0.01% | +890+1.6% | 加碼 |
| Brandywine Global Investment Management, LLC | 56,065 | $263.2 萬 | 0.02% | +30,117+116.1% | 加碼 |
| Legal & General Group Plc | 55,795 | $261.9 萬 | 0.00% | +440+0.8% | 加碼 |
| Tudor Investment Corp Et Al | 54,525 | $256.0 萬 | 0.07% | +12,941+31.1% | 加碼 |
| State of New Jersey Common Pension Fund D | 52,727 | $247.6 萬 | 0.01% | +10,982+26.3% | 加碼 |
| LPL Financial LLC | 50,610 | $237.6 萬 | 0.00% | +17,285+51.9% | 加碼 |
| Chevy Chase Trust Holdings, Inc. | 50,380 | $236.6 萬 | 0.01% | +1,101+2.2% | 加碼 |
| Park Circle Co | 50,176 | $235.6 萬 | 1.97% | 00.0% | 不變 |
| Allianz Asset Management GmbH | 49,034 | $230.2 萬 | 0.00% | −66,427−57.5% | 減碼 |
| Salvus Wealth Management, LLC | 47,432 | $222.7 萬 | 1.70% | +1,571+3.4% | 加碼 |
| Zacks Investment Management | 44,232 | $207.7 萬 | 0.03% | −863−1.9% | 減碼 |
| Barclays PLC | 42,599 | $200.0 萬 | 0.00% | −52,623−55.3% | 減碼 |
| First National Bank of Omaha | 41,963 | $197.0 萬 | 0.10% | +6,857+19.5% | 加碼 |
| Robeco Institutional Asset Management B.V. | 39,214 | $184.2 萬 | 0.00% | −177,111−81.9% | 減碼 |
| SEI Investments Co | 37,381 | $174.3 萬 | 0.00% | −51,938−58.1% | 減碼 |
| O'Shares Investment Advisers, LLC | 36,514 | $171.4 萬 | 0.14% | +1,960+5.7% | 加碼 |
| AlphaCrest Capital Management LLC | 35,722 | $167.7 萬 | 0.09% | −5,186−12.7% | 減碼 |
| Cornerstone Investment Partners, LLC | 35,628 | $167.3 萬 | 0.10% | +4,664+15.1% | 加碼 |