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 |
|---|---|---|---|---|---|
| Amalgamated Bank | 9,179 | $36.1 萬 | 0.00% | +372+4.2% | 加碼 |
| Franklin Resources Inc | 9,259 | $36.4 萬 | 0.00% | −5,153−35.8% | 減碼 |
| DuPont Capital Management Corp | 9,334 | $36.7 萬 | 0.02% | 00.0% | 不變 |
| KB Financial Partners, LLC | 9,812 | $38.6 萬 | 0.13% | +2,889+41.7% | 加碼 |
| New York Life Investment Management LLC | 9,933 | $39.1 萬 | 0.00% | +9,933 | 新進 |
| Teacher Retirement System of Texas | 9,978 | $39.3 萬 | 0.00% | −2,589−20.6% | 減碼 |
| Martingale Asset Management L P | 10,128 | $39.9 萬 | 0.01% | −19,796−66.2% | 減碼 |
| HSBC Holdings PLC | 10,031 | $39.9 萬 | 0.00% | −7,858−43.9% | 減碼 |
| Mercer Global Advisors Inc | 10,143 | $39.9 萬 | 0.00% | +4,985+96.6% | 加碼 |
| Schonfeld Strategic Advisors LLC | 10,257 | $40.4 萬 | 0.00% | −9,843−49.0% | 減碼 |
| Wesbanco Bank Inc | 10,289 | $40.5 萬 | 0.02% | −19,122−65.0% | 減碼 |
| WBI Investments | 10,369 | $40.8 萬 | 0.09% | +216+2.1% | 加碼 |
| SkyView Investment Advisors, LLC | 10,558 | $41.6 萬 | 0.11% | +3,180+43.1% | 加碼 |
| Sigma Planning Corp | 10,902 | $42.9 萬 | 0.02% | −10,342−48.7% | 減碼 |
| Advisory Research Inc | 11,311 | $44.5 萬 | 0.04% | +40.0% | 加碼 |
| AMG National Trust Bank | 11,419 | $44.9 萬 | 0.02% | +11,419 | 新進 |
| Handelsbanken Fonder AB | 11,751 | $46.2 萬 | 0.00% | 00.0% | 不變 |
| AQR Capital Management LLC | 12,344 | $48.6 萬 | 0.00% | −47,013−79.2% | 減碼 |
| First Hawaiian Bank | 12,699 | $50.0 萬 | 0.02% | 00.0% | 不變 |
| Nisa Investment Advisors, LLC | 12,850 | $50.6 萬 | 0.00% | +2,810+28.0% | 加碼 |
| SG Americas Securities, LLC | 12,851 | $50.6 萬 | 0.01% | +12,851 | 新進 |
| Naples Global Advisors, LLC | 13,171 | $51.8 萬 | 0.07% | +608+4.8% | 加碼 |
| State Board of Administration of Florida Retirement System | 13,343 | $52.5 萬 | 0.00% | 00.0% | 不變 |
| First Eagle Investment Management, LLC | 13,451 | $52.9 萬 | 0.00% | −44,321−76.7% | 減碼 |
| US Bancorp | 13,553 | $53.3 萬 | 0.00% | +6,152+83.1% | 加碼 |
| Susquehanna International Group, LLP | 14,131 | $55.6 萬 | 0.00% | +9,534+207.4% | 加碼 |
| Allianz Asset Management GmbH | 14,156 | $55.7 萬 | 0.00% | −34,878−71.1% | 減碼 |
| Advisor Group Holdings, Inc. | 14,341 | $56.6 萬 | 0.00% | +1,072+8.1% | 加碼 |
| Eaton Vance Management | 14,487 | $57.0 萬 | 0.00% | −25−0.2% | 減碼 |
| Campbell Newman Asset Management Inc | 14,590 | $57.4 萬 | 0.06% | +674+4.8% | 加碼 |
| Harbor Advisors LLC | 14,800 | $58.2 萬 | 0.14% | 00.0% | 不變 |
| Engineers Gate Manager LP | 15,729 | $61.9 萬 | 0.02% | +9,038+135.1% | 加碼 |
| Gyon Technologies Capital Management, LP | 15,755 | $62.0 萬 | 0.17% | +15,755 | 新進 |
| Hennion & Walsh Asset Management, Inc. | 16,230 | $63.9 萬 | 0.04% | +2,956+22.3% | 加碼 |
| Bayesian Capital Management, LP | 16,415 | $64.6 萬 | 0.12% | +16,415 | 新進 |
| Oppenheimer Asset Management Inc. | 16,780 | $66.1 萬 | 0.01% | +16,780 | 新進 |
| Arizona State Retirement System | 16,925 | $66.6 萬 | 0.01% | +445+2.7% | 加碼 |
| Panagora Asset Management Inc | 17,258 | $67.9 萬 | 0.00% | −70−0.4% | 減碼 |
| Mirae Asset Global Investments Co., Ltd. | 18,095 | $71.2 萬 | 0.00% | +18,095 | 新進 |
| Hudson Value Partners, LLC | 18,570 | $73.1 萬 | 0.46% | −20.0% | 減碼 |
| HighTower Advisors, LLC | 19,112 | $74.9 萬 | 0.00% | +1,372+7.7% | 加碼 |
| Holocene Advisors, LP | 19,493 | $76.7 萬 | 0.00% | +14,762+312.0% | 加碼 |
| Foresight Wealth Management, LLC | 20,080 | $79.0 萬 | 0.28% | +1,976+10.9% | 加碼 |
| Cubist Systematic Strategies, LLC | 20,262 | $79.7 萬 | 0.01% | −60,824−75.0% | 減碼 |
| BNP Paribas Arbitrage, SA | 21,193 | $83.4 萬 | 0.00% | +7,715+57.2% | 加碼 |
| Janus Henderson Group PLC | 22,981 | $90.4 萬 | 0.00% | +3,434+17.6% | 加碼 |
| Voya Investment Management LLC | 23,706 | $93.3 萬 | 0.00% | −3,717−13.6% | 減碼 |
| The PNC Financial Services Group, Inc. | 23,813 | $93.7 萬 | 0.00% | +5,335+28.9% | 加碼 |
| CastleKnight Management LP | 24,100 | $94.8 萬 | 0.29% | +8,400+53.5% | 加碼 |
| Price T Rowe Associates Inc | 24,553 | $96.6 萬 | 0.00% | +1,244+5.3% | 加碼 |
| CWM, LLC | 25,039 | $98.5 萬 | 0.01% | −54−0.2% | 減碼 |
| Richard P Slaughter Associates Inc | 25,082 | $98.6 萬 | 0.43% | +1,802+7.7% | 加碼 |
| Federation des caisses Desjardins du Quebec | 27,235 | $107.2 萬 | 0.01% | 00.0% | 不變 |
| Versor Investments LP | 28,255 | $111.2 萬 | 0.04% | +8,100+40.2% | 加碼 |
| STRS Ohio | 28,500 | $112.1 萬 | 0.01% | +700+2.5% | 加碼 |
| Citizens Business Bank | 29,155 | $114.7 萬 | 0.16% | 00.0% | 不變 |
| Janney Montgomery Scott LLC | 29,448 | $116.6 萬 | 0.01% | +6,629+29.1% | 加碼 |
| Verdence Capital Advisors LLC | 29,663 | $116.7 萬 | 0.15% | +4,231+16.6% | 加碼 |
| American International Group, Inc. | 30,186 | $118.8 萬 | 0.01% | −189−0.6% | 減碼 |
| B. Metzler seel. Sohn & Co. AG | 30,265 | $119.1 萬 | 0.02% | +12,648+71.8% | 加碼 |
| Vestmark Advisory Solutions, Inc. | 30,539 | $120.2 萬 | 0.07% | +5,479+21.9% | 加碼 |
| Macquarie Group Ltd | 30,795 | $121.2 萬 | 0.00% | +29,814+3,039.1% | 加碼 |
| CenterBook Partners LP | 31,737 | $124.9 萬 | 0.27% | −2,669−7.8% | 減碼 |
| MetLife Investment Management | 33,540 | $132.0 萬 | 0.01% | +1,628+5.1% | 加碼 |
| State of Wisconsin Investment Board | 34,775 | $136.8 萬 | 0.00% | +23,975+222.0% | 加碼 |
| Eagle Rock Investment Company, LLC | 36,000 | $141.7 萬 | 0.35% | +3,201+9.8% | 加碼 |
| Duality Advisers, LP | 36,487 | $143.6 萬 | 0.14% | +36,487 | 新進 |
| Barclays PLC | 37,153 | $146.2 萬 | 0.00% | −5,446−12.8% | 減碼 |
| LPL Financial LLC | 38,154 | $150.1 萬 | 0.00% | −12,456−24.6% | 減碼 |
| Alps Advisors Inc | 38,474 | $151.4 萬 | 0.01% | +38,474 | 新進 |
| Gillson Capital LP | 40,222 | $158.3 萬 | 0.15% | −169,335−80.8% | 減碼 |
| NewEdge Wealth, LLC | 40,447 | $159.2 萬 | 0.07% | +15,387+61.4% | 加碼 |
| Cornerstone Investment Partners, LLC | 41,953 | $165.1 萬 | 0.11% | +6,325+17.8% | 加碼 |
| PEAK6 Investments LLC | 41,786 | $171.2 萬 | 0.04% | +41,786 | 新進 |
| Squarepoint Ops LLC | 45,711 | $179.9 萬 | 0.02% | +45,711 | 新進 |
| Los Angeles Capital Management LLC | 46,063 | $181.3 萬 | 0.01% | −10,219−18.2% | 減碼 |
| Aviva PLC | 46,704 | $183.8 萬 | 0.01% | +16,718+55.8% | 加碼 |
| First National Bank of Omaha | 47,141 | $185.5 萬 | 0.11% | +5,178+12.3% | 加碼 |
| Salvus Wealth Management, LLC | 48,335 | $190.2 萬 | 1.70% | +903+1.9% | 加碼 |
| Chevy Chase Trust Holdings, Inc. | 49,898 | $196.4 萬 | 0.01% | −482−1.0% | 減碼 |
| Park Circle Co | 50,176 | $197.4 萬 | 1.90% | 00.0% | 不變 |
| Credit Suisse AG | 50,541 | $198.9 萬 | 0.00% | −6,589−11.5% | 減碼 |
| Citadel Advisors LLC | 51,534 | $202.8 萬 | 0.00% | +51,534 | 新進 |
| State of New Jersey Common Pension Fund D | 52,727 | $207.5 萬 | 0.01% | 00.0% | 不變 |
| Asset Management One Co.,Ltd. | 54,880 | $215.9 萬 | 0.01% | +20,397+59.2% | 加碼 |
| Brinker Capital Investments, LLC | 57,173 | $225.0 萬 | 0.04% | −2,976−4.9% | 減碼 |
| Vestcor Inc | 58,725 | $231.1 萬 | 0.09% | −44,710−43.2% | 減碼 |
| Legal & General Group Plc | 59,946 | $235.9 萬 | 0.00% | +4,151+7.4% | 加碼 |
| Man Group plc | – | $257.2 萬 | 0.01% | – | – |
| Mutual of America Capital Management LLC | 66,457 | $261.5 萬 | 0.03% | −1,229−1.8% | 減碼 |
| Neuberger Berman Group LLC | 68,832 | $270.9 萬 | 0.00% | −3,460−4.8% | 減碼 |
| Grandeur Peak Global Advisors, LLC | 72,190 | $284.1 萬 | 0.18% | +55,912+343.5% | 加碼 |
| UBS Asset Management Americas Inc | 76,400 | $300.6 萬 | 0.00% | −11,655−13.2% | 減碼 |
| New York State Common Retirement Fund | 76,620 | $301.5 萬 | 0.00% | +2,462+3.3% | 加碼 |
| Regions Financial Corp | 79,323 | $312.1 萬 | 0.03% | −7,873−9.0% | 減碼 |
| Natixis Advisors, L.P. | 80,051 | $315.0 萬 | 0.01% | +19,700+32.6% | 加碼 |
| Brandywine Global Investment Management, LLC | 80,115 | $315.3 萬 | 0.03% | +24,050+42.9% | 加碼 |
| California State Teachers Retirement System | 81,067 | $319.0 萬 | 0.01% | +3,094+4.0% | 加碼 |
| Rhumbline Advisers | 83,773 | $329.6 萬 | 0.00% | +12,987+18.3% | 加碼 |
| Public Employees Retirement System of Ohio | 91,019 | $358.2 萬 | 0.02% | +6,058+7.1% | 加碼 |