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 2 季 13F 持有人
Moelis & Co 在 2022/6/30 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
- 260
- 較 2022 年第 1 季 −13 家
- 持有股數
- 6,155 萬
- 較 2022 年第 1 季 +302.8 萬 (+5.2%)
- 總市值
- $24.2 億
- 較 2022 年第 1 季 −$3.34 億 (−12.1%)
- 新進機構
- 38
- 另有 101 家加碼
- 清倉機構
- 51
- 另有 86 家減碼
另有 8 家機構在 2022 年第 1 季持有、還沒有申報 2022 年第 2 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 2 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 2022 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Vanguard Group Inc | 6,588,055 | $2.59 億 | 0.01% | −57,087−0.9% | 減碼 |
| Kayne Anderson Rudnick Investment Management LLC | 6,135,784 | $2.41 億 | 0.76% | +757,607+14.1% | 加碼 |
| BlackRock Inc. | 5,507,874 | $2.17 億 | 0.01% | +715,870+14.9% | 加碼 |
| London Co of Virginia | 3,349,301 | $1.32 億 | 0.81% | −45,402−1.3% | 減碼 |
| Alliancebernstein L.P. | 2,886,317 | $1.14 億 | 0.05% | −111,061−3.7% | 減碼 |
| JPMorgan Chase & Co | 2,518,106 | $9,909 萬 | 0.01% | +163,205+6.9% | 加碼 |
| Timucuan Asset Management Inc | 2,384,173 | $9,382 萬 | 4.36% | +86,442+3.8% | 加碼 |
| Wasatch Advisors Inc | 2,254,744 | $8,872 萬 | 0.56% | +1,229,346+119.9% | 加碼 |
| Westwood Holdings Group Inc. | 1,627,866 | $6,406 萬 | 0.70% | +3920.0% | 加碼 |
| Artisan Partners Limited Partnership | 1,472,184 | $5,793 萬 | 0.10% | −25,086−1.7% | 減碼 |
| Federated Hermes, Inc. | 1,403,729 | $5,524 萬 | 0.15% | −120,135−7.9% | 減碼 |
| Heard Capital LLC | 1,390,860 | $5,473 萬 | 6.07% | +2,000+0.1% | 加碼 |
| State Street Corp | 1,319,262 | $5,191 萬 | 0.00% | +15,403+1.2% | 加碼 |
| Geode Capital Management, LLC | 1,240,929 | $4,883 萬 | 0.01% | +154,103+14.2% | 加碼 |
| Dimensional Fund Advisors LP | 1,008,641 | $3,969 萬 | 0.01% | +40,121+4.1% | 加碼 |
| Wells Fargo & Company | 888,195 | $3,495 萬 | 0.01% | −50,421−5.4% | 減碼 |
| Emerald Advisers, LLC | 777,105 | $3,058 萬 | 1.57% | −58,910−7.0% | 減碼 |
| Madison Asset Management, LLC | 773,185 | $3,043 萬 | 0.47% | +354,484+84.7% | 加碼 |
| Capital World Investors | 719,000 | $2,829 萬 | 0.01% | 00.0% | 不變 |
| Emerald Mutual Fund Advisers Trust | 692,326 | $2,724 萬 | 1.58% | 00.0% | 不變 |
| Morgan Stanley | 656,869 | $2,585 萬 | 0.00% | +324,319+97.5% | 加碼 |
| Ameriprise Financial Inc | 651,897 | $2,566 萬 | 0.01% | −68,630−9.5% | 減碼 |
| Lord, Abbett & Co. LLC | 641,115 | $2,523 萬 | 0.09% | +15,588+2.5% | 加碼 |
| Northern Trust Corp | 625,490 | $2,461 萬 | 0.01% | +20,055+3.3% | 加碼 |
| Royce & Associates LP | 621,171 | $2,444 萬 | 0.25% | +52,124+9.2% | 加碼 |
| Bamco Inc | 618,412 | $2,434 萬 | 0.08% | −168,439−21.4% | 減碼 |
| Charles Schwab Investment Management Inc | 613,334 | $2,414 萬 | 0.01% | +11,352+1.9% | 加碼 |
| Norges Bank | 573,818 | $2,258 萬 | 0.01% | −10,536−1.8% | 減碼 |
| Bank of New York Mellon Corp | 555,685 | $2,187 萬 | 0.00% | −496−0.1% | 減碼 |
| Bank of America Corp | 523,788 | $2,061 萬 | 0.00% | −25,194−4.6% | 減碼 |
| Vaughan Nelson Investment Management, L.P. | 477,352 | $1,878 萬 | 0.25% | +82,395+20.9% | 加碼 |
| Manufacturers Life Insurance Company, The | 441,254 | $1,736 萬 | 0.01% | +1,420+0.3% | 加碼 |
| Capital Management Corp | 440,765 | $1,734 萬 | 4.29% | +69,673+18.8% | 加碼 |
| Adirondack Retirement Specialists, Inc. | 423,639 | $1,649 萬 | 16.83% | +235,031+124.6% | 加碼 |
| Renaissance Technologies LLC | 414,244 | $1,630 萬 | 0.02% | +338,700+448.3% | 加碼 |
| Goldman Sachs Group Inc | 414,155 | $1,630 萬 | 0.00% | −98,505−19.2% | 減碼 |
| Tributary Capital Management, LLC | 388,133 | $1,527 萬 | 1.52% | +35,460+10.1% | 加碼 |
| Nuveen Asset Management, LLC | 283,464 | $1,115 萬 | 0.00% | −23,630−7.7% | 減碼 |
| Jennison Associates LLC | 270,892 | $1,066 萬 | 0.01% | +6,902+2.6% | 加碼 |
| Principal Financial Group Inc | 267,519 | $1,053 萬 | 0.01% | −11,804−4.2% | 減碼 |
| Invesco Ltd. | 259,531 | $1,021 萬 | 0.00% | +6,470+2.6% | 加碼 |
| First Republic Investment Management, Inc. | 256,631 | $1,010 萬 | 0.03% | +28,293+12.4% | 加碼 |
| First Trust Advisors LP | 205,830 | $809.9 萬 | 0.01% | +98,843+92.4% | 加碼 |
| Wellington Management Group LLP | 196,916 | $774.8 萬 | 0.00% | +54,406+38.2% | 加碼 |
| Royal Bank of Canada | 189,975 | $747.4 萬 | 0.00% | +72,093+61.2% | 加碼 |
| FMR LLC | 186,330 | $733.2 萬 | 0.00% | −7,618−3.9% | 減碼 |
| Deutsche Bank AG | 179,222 | $705.3 萬 | 0.00% | −1,865−1.0% | 減碼 |
| Balyasny Asset Management LLC | 175,323 | $689.9 萬 | 0.03% | +111,463+174.5% | 加碼 |
| American Century Companies Inc | 172,479 | $678.7 萬 | 0.01% | +109+0.1% | 加碼 |
| Winslow Asset Management Inc | 170,231 | $669.9 萬 | 1.62% | +2,032+1.2% | 加碼 |
| UBS Group AG | 169,825 | $668.2 萬 | 0.00% | −9,164−5.1% | 減碼 |
| Advisors Asset Management, Inc. | 148,634 | $584.9 萬 | 0.11% | +148,634 | 新進 |
| Swiss National Bank | 147,100 | $578.8 萬 | 0.00% | +3,000+2.1% | 加碼 |
| SEI Investments Co | 144,138 | $567.1 萬 | 0.01% | +106,757+285.6% | 加碼 |
| Stifel Financial Corp | 135,772 | $534.3 萬 | 0.01% | +12,963+10.6% | 加碼 |
| Schroder Investment Management Group | 129,436 | $516.4 萬 | 0.01% | −21,388−14.2% | 減碼 |
| Verition Fund Management LLC | 112,750 | $443.7 萬 | 0.10% | +24,593+27.9% | 加碼 |
| Interval Partners, LP | 112,275 | $441.8 萬 | 0.31% | +112,275 | 新進 |
| Raymond James & Associates | 102,317 | $402.6 萬 | 0.00% | −1,616−1.6% | 減碼 |
| Envestnet Asset Management Inc | 95,425 | $375.5 萬 | 0.00% | +16,976+21.6% | 加碼 |
| Public Employees Retirement System of Ohio | 91,019 | $358.2 萬 | 0.02% | +6,058+7.1% | 加碼 |
| Rhumbline Advisers | 83,773 | $329.6 萬 | 0.00% | +12,987+18.3% | 加碼 |
| California State Teachers Retirement System | 81,067 | $319.0 萬 | 0.01% | +3,094+4.0% | 加碼 |
| Brandywine Global Investment Management, LLC | 80,115 | $315.3 萬 | 0.03% | +24,050+42.9% | 加碼 |
| Natixis Advisors, L.P. | 80,051 | $315.0 萬 | 0.01% | +19,700+32.6% | 加碼 |
| Regions Financial Corp | 79,323 | $312.1 萬 | 0.03% | −7,873−9.0% | 減碼 |
| New York State Common Retirement Fund | 76,620 | $301.5 萬 | 0.00% | +2,462+3.3% | 加碼 |
| UBS Asset Management Americas Inc | 76,400 | $300.6 萬 | 0.00% | −11,655−13.2% | 減碼 |
| Grandeur Peak Global Advisors, LLC | 72,190 | $284.1 萬 | 0.18% | +55,912+343.5% | 加碼 |
| Neuberger Berman Group LLC | 68,832 | $270.9 萬 | 0.00% | −3,460−4.8% | 減碼 |
| Mutual of America Capital Management LLC | 66,457 | $261.5 萬 | 0.03% | −1,229−1.8% | 減碼 |
| Man Group plc | – | $257.2 萬 | 0.01% | – | – |
| Legal & General Group Plc | 59,946 | $235.9 萬 | 0.00% | +4,151+7.4% | 加碼 |
| Vestcor Inc | 58,725 | $231.1 萬 | 0.09% | −44,710−43.2% | 減碼 |
| Brinker Capital Investments, LLC | 57,173 | $225.0 萬 | 0.04% | −2,976−4.9% | 減碼 |
| Asset Management One Co.,Ltd. | 54,880 | $215.9 萬 | 0.01% | +20,397+59.2% | 加碼 |
| State of New Jersey Common Pension Fund D | 52,727 | $207.5 萬 | 0.01% | 00.0% | 不變 |
| Citadel Advisors LLC | 51,534 | $202.8 萬 | 0.00% | +51,534 | 新進 |
| Credit Suisse AG | 50,541 | $198.9 萬 | 0.00% | −6,589−11.5% | 減碼 |
| Park Circle Co | 50,176 | $197.4 萬 | 1.90% | 00.0% | 不變 |
| Chevy Chase Trust Holdings, Inc. | 49,898 | $196.4 萬 | 0.01% | −482−1.0% | 減碼 |
| Salvus Wealth Management, LLC | 48,335 | $190.2 萬 | 1.70% | +903+1.9% | 加碼 |
| First National Bank of Omaha | 47,141 | $185.5 萬 | 0.11% | +5,178+12.3% | 加碼 |
| Aviva PLC | 46,704 | $183.8 萬 | 0.01% | +16,718+55.8% | 加碼 |
| Los Angeles Capital Management LLC | 46,063 | $181.3 萬 | 0.01% | −10,219−18.2% | 減碼 |
| Squarepoint Ops LLC | 45,711 | $179.9 萬 | 0.02% | +45,711 | 新進 |
| PEAK6 Investments LLC | 41,786 | $171.2 萬 | 0.04% | +41,786 | 新進 |
| Cornerstone Investment Partners, LLC | 41,953 | $165.1 萬 | 0.11% | +6,325+17.8% | 加碼 |
| NewEdge Wealth, LLC | 40,447 | $159.2 萬 | 0.07% | +15,387+61.4% | 加碼 |
| Gillson Capital LP | 40,222 | $158.3 萬 | 0.15% | −169,335−80.8% | 減碼 |
| Alps Advisors Inc | 38,474 | $151.4 萬 | 0.01% | +38,474 | 新進 |
| LPL Financial LLC | 38,154 | $150.1 萬 | 0.00% | −12,456−24.6% | 減碼 |
| Barclays PLC | 37,153 | $146.2 萬 | 0.00% | −5,446−12.8% | 減碼 |
| Duality Advisers, LP | 36,487 | $143.6 萬 | 0.14% | +36,487 | 新進 |
| Eagle Rock Investment Company, LLC | 36,000 | $141.7 萬 | 0.35% | +3,201+9.8% | 加碼 |
| State of Wisconsin Investment Board | 34,775 | $136.8 萬 | 0.00% | +23,975+222.0% | 加碼 |
| MetLife Investment Management | 33,540 | $132.0 萬 | 0.01% | +1,628+5.1% | 加碼 |
| CenterBook Partners LP | 31,737 | $124.9 萬 | 0.27% | −2,669−7.8% | 減碼 |
| Macquarie Group Ltd | 30,795 | $121.2 萬 | 0.00% | +29,814+3,039.1% | 加碼 |
| Vestmark Advisory Solutions, Inc. | 30,539 | $120.2 萬 | 0.07% | +5,479+21.9% | 加碼 |