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 |
|---|---|---|---|---|---|
| Asset Management One Co.,Ltd. | 34,483 | $161.8 萬 | 0.01% | −4,120−10.7% | 減碼 |
| CenterBook Partners LP | 34,406 | $161.5 萬 | 0.57% | +18,441+115.5% | 加碼 |
| Eagle Rock Investment Company, LLC | 32,799 | $154.0 萬 | 0.33% | −22,638−40.8% | 減碼 |
| Allspring Global Investments Holdings, LLC | 32,493 | $152.5 萬 | 0.00% | −89,708−73.4% | 減碼 |
| MetLife Investment Management | 31,912 | $149.8 萬 | 0.01% | +11,332+55.1% | 加碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 31,586 | $148.3 萬 | 0.01% | −61,657−66.1% | 減碼 |
| American International Group, Inc. | 30,375 | $142.6 萬 | 0.01% | −2,139−6.6% | 減碼 |
| Aviva PLC | 29,986 | $140.8 萬 | 0.01% | −9,008−23.1% | 減碼 |
| Martingale Asset Management L P | 29,924 | $140.5 萬 | 0.02% | −5,410−15.3% | 減碼 |
| Wesbanco Bank Inc | 29,411 | $138.1 萬 | 0.05% | −721−2.4% | 減碼 |
| Citizens Business Bank | 29,155 | $136.9 萬 | 0.17% | 00.0% | 不變 |
| STRS Ohio | 27,800 | $130.5 萬 | 0.00% | +2,900+11.6% | 加碼 |
| Voya Investment Management LLC | 27,423 | $128.8 萬 | 0.00% | −2,917−9.6% | 減碼 |
| Federation des caisses Desjardins du Quebec | 27,235 | $127.9 萬 | 0.01% | +4,320+18.9% | 加碼 |
| Verdence Capital Advisors LLC | 25,432 | $119.4 萬 | 0.14% | +5,077+24.9% | 加碼 |
| CWM, LLC | 25,093 | $117.8 萬 | 0.01% | −2,575−9.3% | 減碼 |
| Vestmark Advisory Solutions, Inc. | 25,060 | $117.7 萬 | 0.07% | +215+0.9% | 加碼 |
| NewEdge Wealth, LLC | 25,060 | $117.7 萬 | 0.05% | +215+0.9% | 加碼 |
| ExodusPoint Capital Management, LP | 24,802 | $116.4 萬 | 0.02% | −49,645−66.7% | 減碼 |
| Kingsview Wealth Management, LLC | 24,592 | $115.5 萬 | 0.05% | +19,242+359.7% | 加碼 |
| Price T Rowe Associates Inc | 23,309 | $109.4 萬 | 0.00% | +1,360+6.2% | 加碼 |
| Richard P Slaughter Associates Inc | 23,280 | $109.2 萬 | 0.41% | +4,013+20.8% | 加碼 |
| Janney Montgomery Scott LLC | 22,819 | $107.1 萬 | 0.00% | +2,053+9.9% | 加碼 |
| Caxton Associates LP | 22,593 | $106.1 萬 | 0.10% | 00.0% | 不變 |
| Sigma Planning Corp | 21,244 | $99.7 萬 | 0.03% | +6,482+43.9% | 加碼 |
| Cornercap Investment Counsel Inc | 21,034 | $98.8 萬 | 0.11% | −1,751−7.7% | 減碼 |
| Bramshill Investments, LLC | 20,940 | $98.3 萬 | 0.14% | +1,446+7.4% | 加碼 |
| Convergence Investment Partners, LLC | 20,148 | $94.6 萬 | 0.49% | +5,783+40.3% | 加碼 |
| Versor Investments LP | 20,155 | $94.6 萬 | 0.04% | +6,055+42.9% | 加碼 |
| Schonfeld Strategic Advisors LLC | 20,100 | $94.4 萬 | 0.01% | −205,700−91.1% | 減碼 |
| Campbell & CO Investment Adviser LLC | 19,952 | $93.7 萬 | 0.25% | +19,952 | 新進 |
| Janus Henderson Group PLC | 19,547 | $91.8 萬 | 0.00% | +2,918+17.5% | 加碼 |
| Citigroup Inc | 18,825 | $88.4 萬 | 0.00% | −32,075−63.0% | 減碼 |
| Hudson Value Partners, LLC | 18,572 | $87.2 萬 | 0.45% | +20.0% | 加碼 |
| The PNC Financial Services Group, Inc. | 18,478 | $86.7 萬 | 0.00% | +1,637+9.7% | 加碼 |
| Foresight Wealth Management, LLC | 18,104 | $85.0 萬 | 0.34% | +4,258+30.8% | 加碼 |
| HSBC Holdings PLC | 17,889 | $84.6 萬 | 0.00% | +8,271+86.0% | 加碼 |
| HighTower Advisors, LLC | 17,740 | $83.0 萬 | 0.00% | −11,978−40.3% | 減碼 |
| B. Metzler seel. Sohn & Co. AG | 17,617 | $82.7 萬 | 0.01% | +1,664+10.4% | 加碼 |
| Panagora Asset Management Inc | 17,328 | $81.4 萬 | 0.00% | −221,512−92.7% | 減碼 |
| D. E. Shaw & Co., Inc. | 16,558 | $77.7 萬 | 0.00% | +2,508+17.9% | 加碼 |
| Arizona State Retirement System | 16,480 | $77.4 萬 | 0.01% | +60+0.4% | 加碼 |
| Grandeur Peak Global Advisors, LLC | 16,278 | $76.4 萬 | 0.04% | +16,278 | 新進 |
| Two Sigma Advisers, LP | 15,800 | $74.2 萬 | 0.00% | −16,100−50.5% | 減碼 |
| CastleKnight Management LP | 15,700 | $73.7 萬 | 0.20% | +15,700 | 新進 |
| Harbor Advisors LLC | 14,800 | $69.5 萬 | 0.14% | 00.0% | 不變 |
| Eaton Vance Management | 14,512 | $68.1 萬 | 0.00% | −876−5.7% | 減碼 |
| Franklin Resources Inc | 14,412 | $67.7 萬 | 0.00% | +14,412 | 新進 |
| Campbell Newman Asset Management Inc | 13,916 | $65.3 萬 | 0.06% | +277+2.0% | 加碼 |
| BNP Paribas Arbitrage, SA | 13,478 | $63.3 萬 | 0.00% | −7,516−35.8% | 減碼 |
| State Board of Administration of Florida Retirement System | 13,343 | $62.6 萬 | 0.00% | 00.0% | 不變 |
| Hennion & Walsh Asset Management, Inc. | 13,274 | $62.3 萬 | 0.03% | +532+4.2% | 加碼 |
| First Hawaiian Bank | 12,699 | $59.6 萬 | 0.02% | −55−0.4% | 減碼 |
| Teacher Retirement System of Texas | 12,567 | $59.0 萬 | 0.00% | +819+7.0% | 加碼 |
| Naples Global Advisors, LLC | 12,563 | $59.0 萬 | 0.07% | +3,008+31.5% | 加碼 |
| Psagot Value Holdings Ltd. / (Israel) | 12,457 | $58.5 萬 | 0.13% | 00.0% | 不變 |
| Handelsbanken Fonder AB | 11,751 | $55.2 萬 | 0.00% | 00.0% | 不變 |
| ProShare Advisors LLC | 11,471 | $53.8 萬 | 0.00% | −1,893−14.2% | 減碼 |
| Qube Research & Technologies Ltd | 11,432 | $53.7 萬 | 0.00% | −28,029−71.0% | 減碼 |
| Advisory Research Inc | 11,307 | $53.1 萬 | 0.04% | −59,135−83.9% | 減碼 |
| GWM Advisors LLC | 11,169 | $52.4 萬 | 0.01% | +1,020+10.1% | 加碼 |
| Peak Financial Advisors LLC | 10,816 | $50.8 萬 | 0.44% | −43−0.4% | 減碼 |
| State of Wisconsin Investment Board | 10,800 | $50.7 萬 | 0.00% | +5,600+107.7% | 加碼 |
| WBI Investments | 10,153 | $47.6 萬 | 0.08% | +10,153 | 新進 |
| Nisa Investment Advisors, LLC | 10,040 | $47.1 萬 | 0.00% | −790−7.3% | 減碼 |
| Putnam Investments LLC | 9,767 | $45.8 萬 | 0.00% | +1,541+18.7% | 加碼 |
| Meeder Asset Management Inc | 9,722 | $45.7 萬 | 0.02% | +9,722 | 新進 |
| Curated Wealth Partners LLC | 7,199 | $45.0 萬 | 0.15% | 00.0% | 不變 |
| DuPont Capital Management Corp | 9,334 | $43.8 萬 | 0.02% | −20,101−68.3% | 減碼 |
| Advisor Group Holdings, Inc. | 13,269 | $43.8 萬 | 0.00% | +1,498+12.7% | 加碼 |
| O'Shaughnessy Asset Management, LLC | 9,212 | $43.3 萬 | 0.01% | +3,677+66.4% | 加碼 |
| Capital Impact Advisors, LLC | 8,891 | $41.7 萬 | 0.30% | +8,891 | 新進 |
| Amalgamated Bank | 8,807 | $41.3 萬 | 0.00% | −682−7.2% | 減碼 |
| Amalgamated Financial Corp. | 8,807 | $41.3 萬 | 0.00% | +8,807 | 新進 |
| Captrust Financial Advisors | 8,723 | $41.0 萬 | 0.00% | +254+3.0% | 加碼 |
| Acadian Asset Management LLC | 8,732 | $40.9 萬 | 0.00% | −188,593−95.6% | 減碼 |
| Globeflex Capital L P | 8,638 | $40.6 萬 | 0.08% | −2,694−23.8% | 減碼 |
| Great West Life Assurance Co | 8,198 | $40.2 萬 | 0.00% | +2,262+38.1% | 加碼 |
| IndexIQ Advisors LLC | 8,500 | $39.9 萬 | 0.01% | +248+3.0% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 8,145 | $38.2 萬 | 0.00% | +914+12.6% | 加碼 |
| Quantum Private Wealth, LLC | 8,071 | $37.8 萬 | 0.16% | 00.0% | 不變 |
| Trexquant Investment LP | 7,945 | $37.3 萬 | 0.02% | −12,701−61.5% | 減碼 |
| Shell Asset Management Co | 7,873 | $37.0 萬 | 0.01% | +955+13.8% | 加碼 |
| Public Employees Retirement Association of Colorado | 7,648 | $35.9 萬 | 0.00% | 00.0% | 不變 |
| Hancock Whitney Corp | 7,506 | $35.2 萬 | 0.01% | −663−8.1% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 7,478 | $35.1 萬 | 0.00% | +3,653+95.5% | 加碼 |
| US Bancorp | 7,401 | $34.8 萬 | 0.00% | +620+9.1% | 加碼 |
| Pitcairn Co | 7,394 | $34.7 萬 | 0.03% | −134−1.8% | 減碼 |
| SkyView Investment Advisors, LLC | 7,378 | $34.6 萬 | 0.08% | +2,815+61.7% | 加碼 |
| KB Financial Partners, LLC | 6,923 | $32.5 萬 | 0.09% | +1,660+31.5% | 加碼 |
| BTC Capital Management, Inc. | 6,709 | $31.5 萬 | 0.03% | +582+9.5% | 加碼 |
| Engineers Gate Manager LP | 6,691 | $31.4 萬 | 0.01% | −38,741−85.3% | 減碼 |
| Mackenzie Financial Corp | 6,620 | $31.1 萬 | 0.00% | +183+2.8% | 加碼 |
| Baird Financial Group, Inc. | 6,601 | $31.0 萬 | 0.00% | −208−3.1% | 減碼 |
| XTX Topco Ltd | 6,518 | $30.6 萬 | 0.13% | +6,518 | 新進 |
| Cetera Advisor Networks LLC | 6,366 | $29.9 萬 | 0.00% | +828+15.0% | 加碼 |
| Steward Partners Investment Advisory, LLC | 6,203 | $29.1 萬 | 0.00% | +2,640+74.1% | 加碼 |
| Riverview Capital Advisers, LLC | 5,980 | $28.1 萬 | 0.13% | 00.0% | 不變 |
| MML Investors Services, LLC | 5,936 | $27.9 萬 | 0.00% | −38−0.6% | 減碼 |
| Jupiter Asset Management Ltd | 5,933 | $27.8 萬 | 0.00% | +5,933 | 新進 |