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 |
|---|---|---|---|---|---|
| B. Metzler seel. Sohn & Co. AG | 30,265 | $119.1 萬 | 0.02% | +12,648+71.8% | 加碼 |
| American International Group, Inc. | 30,186 | $118.8 萬 | 0.01% | −189−0.6% | 減碼 |
| Verdence Capital Advisors LLC | 29,663 | $116.7 萬 | 0.15% | +4,231+16.6% | 加碼 |
| Janney Montgomery Scott LLC | 29,448 | $116.6 萬 | 0.01% | +6,629+29.1% | 加碼 |
| Citizens Business Bank | 29,155 | $114.7 萬 | 0.16% | 00.0% | 不變 |
| STRS Ohio | 28,500 | $112.1 萬 | 0.01% | +700+2.5% | 加碼 |
| Versor Investments LP | 28,255 | $111.2 萬 | 0.04% | +8,100+40.2% | 加碼 |
| Federation des caisses Desjardins du Quebec | 27,235 | $107.2 萬 | 0.01% | 00.0% | 不變 |
| Richard P Slaughter Associates Inc | 25,082 | $98.6 萬 | 0.43% | +1,802+7.7% | 加碼 |
| CWM, LLC | 25,039 | $98.5 萬 | 0.01% | −54−0.2% | 減碼 |
| Price T Rowe Associates Inc | 24,553 | $96.6 萬 | 0.00% | +1,244+5.3% | 加碼 |
| CastleKnight Management LP | 24,100 | $94.8 萬 | 0.29% | +8,400+53.5% | 加碼 |
| The PNC Financial Services Group, Inc. | 23,813 | $93.7 萬 | 0.00% | +5,335+28.9% | 加碼 |
| Voya Investment Management LLC | 23,706 | $93.3 萬 | 0.00% | −3,717−13.6% | 減碼 |
| Janus Henderson Group PLC | 22,981 | $90.4 萬 | 0.00% | +3,434+17.6% | 加碼 |
| BNP Paribas Arbitrage, SA | 21,193 | $83.4 萬 | 0.00% | +7,715+57.2% | 加碼 |
| Cubist Systematic Strategies, LLC | 20,262 | $79.7 萬 | 0.01% | −60,824−75.0% | 減碼 |
| Foresight Wealth Management, LLC | 20,080 | $79.0 萬 | 0.28% | +1,976+10.9% | 加碼 |
| Holocene Advisors, LP | 19,493 | $76.7 萬 | 0.00% | +14,762+312.0% | 加碼 |
| HighTower Advisors, LLC | 19,112 | $74.9 萬 | 0.00% | +1,372+7.7% | 加碼 |
| Hudson Value Partners, LLC | 18,570 | $73.1 萬 | 0.46% | −20.0% | 減碼 |
| Mirae Asset Global Investments Co., Ltd. | 18,095 | $71.2 萬 | 0.00% | +18,095 | 新進 |
| Panagora Asset Management Inc | 17,258 | $67.9 萬 | 0.00% | −70−0.4% | 減碼 |
| Arizona State Retirement System | 16,925 | $66.6 萬 | 0.01% | +445+2.7% | 加碼 |
| Oppenheimer Asset Management Inc. | 16,780 | $66.1 萬 | 0.01% | +16,780 | 新進 |
| Bayesian Capital Management, LP | 16,415 | $64.6 萬 | 0.12% | +16,415 | 新進 |
| Hennion & Walsh Asset Management, Inc. | 16,230 | $63.9 萬 | 0.04% | +2,956+22.3% | 加碼 |
| Gyon Technologies Capital Management, LP | 15,755 | $62.0 萬 | 0.17% | +15,755 | 新進 |
| Engineers Gate Manager LP | 15,729 | $61.9 萬 | 0.02% | +9,038+135.1% | 加碼 |
| Harbor Advisors LLC | 14,800 | $58.2 萬 | 0.14% | 00.0% | 不變 |
| Campbell Newman Asset Management Inc | 14,590 | $57.4 萬 | 0.06% | +674+4.8% | 加碼 |
| Eaton Vance Management | 14,487 | $57.0 萬 | 0.00% | −25−0.2% | 減碼 |
| Advisor Group Holdings, Inc. | 14,341 | $56.6 萬 | 0.00% | +1,072+8.1% | 加碼 |
| Allianz Asset Management GmbH | 14,156 | $55.7 萬 | 0.00% | −34,878−71.1% | 減碼 |
| Susquehanna International Group, LLP | 14,131 | $55.6 萬 | 0.00% | +9,534+207.4% | 加碼 |
| US Bancorp | 13,553 | $53.3 萬 | 0.00% | +6,152+83.1% | 加碼 |
| First Eagle Investment Management, LLC | 13,451 | $52.9 萬 | 0.00% | −44,321−76.7% | 減碼 |
| State Board of Administration of Florida Retirement System | 13,343 | $52.5 萬 | 0.00% | 00.0% | 不變 |
| Naples Global Advisors, LLC | 13,171 | $51.8 萬 | 0.07% | +608+4.8% | 加碼 |
| 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 |
| First Hawaiian Bank | 12,699 | $50.0 萬 | 0.02% | 00.0% | 不變 |
| AQR Capital Management LLC | 12,344 | $48.6 萬 | 0.00% | −47,013−79.2% | 減碼 |
| Handelsbanken Fonder AB | 11,751 | $46.2 萬 | 0.00% | 00.0% | 不變 |
| AMG National Trust Bank | 11,419 | $44.9 萬 | 0.02% | +11,419 | 新進 |
| Advisory Research Inc | 11,311 | $44.5 萬 | 0.04% | +40.0% | 加碼 |
| Sigma Planning Corp | 10,902 | $42.9 萬 | 0.02% | −10,342−48.7% | 減碼 |
| SkyView Investment Advisors, LLC | 10,558 | $41.6 萬 | 0.11% | +3,180+43.1% | 加碼 |
| WBI Investments | 10,369 | $40.8 萬 | 0.09% | +216+2.1% | 加碼 |
| Wesbanco Bank Inc | 10,289 | $40.5 萬 | 0.02% | −19,122−65.0% | 減碼 |
| Schonfeld Strategic Advisors LLC | 10,257 | $40.4 萬 | 0.00% | −9,843−49.0% | 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 |
| Teacher Retirement System of Texas | 9,978 | $39.3 萬 | 0.00% | −2,589−20.6% | 減碼 |
| New York Life Investment Management LLC | 9,933 | $39.1 萬 | 0.00% | +9,933 | 新進 |
| KB Financial Partners, LLC | 9,812 | $38.6 萬 | 0.13% | +2,889+41.7% | 加碼 |
| DuPont Capital Management Corp | 9,334 | $36.7 萬 | 0.02% | 00.0% | 不變 |
| Franklin Resources Inc | 9,259 | $36.4 萬 | 0.00% | −5,153−35.8% | 減碼 |
| Amalgamated Bank | 9,179 | $36.1 萬 | 0.00% | +372+4.2% | 加碼 |
| Alberta Investment Management Corp | 9,158 | $36.0 萬 | 0.00% | +9,158 | 新進 |
| Captrust Financial Advisors | 9,050 | $35.6 萬 | 0.00% | +327+3.7% | 加碼 |
| Two Sigma Advisers, LP | 8,800 | $34.6 萬 | 0.00% | −7,000−44.3% | 減碼 |
| Jane Street Group, LLC | 8,452 | $33.3 萬 | 0.00% | +8,452 | 新進 |
| O'Shaughnessy Asset Management, LLC | 8,206 | $32.3 萬 | 0.01% | −1,006−10.9% | 減碼 |
| Peak Financial Advisors LLC | 8,157 | $32.1 萬 | 0.32% | −2,659−24.6% | 減碼 |
| Quantum Private Wealth, LLC | 8,071 | $31.7 萬 | 0.19% | 00.0% | 不變 |
| Psagot Value Holdings Ltd. / (Israel) | 8,000 | $31.5 萬 | 0.07% | −4,457−35.8% | 減碼 |
| Shell Asset Management Co | 7,882 | $31.0 萬 | 0.01% | +9+0.1% | 加碼 |
| Great West Life Assurance Co | 7,677 | $30.2 萬 | 0.00% | −521−6.4% | 減碼 |
| Public Employees Retirement Association of Colorado | 7,648 | $30.1 萬 | 0.00% | 00.0% | 不變 |
| Capital Impact Advisors, LLC | 7,524 | $29.6 萬 | 0.27% | −1,367−15.4% | 減碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 7,410 | $29.2 萬 | 0.00% | −735−9.0% | 減碼 |
| Citigroup Inc | 7,339 | $28.9 萬 | 0.00% | −11,486−61.0% | 減碼 |
| ProShare Advisors LLC | 7,245 | $28.6 萬 | 0.00% | −4,226−36.8% | 減碼 |
| Hancock Whitney Corp | 7,235 | $28.5 萬 | 0.01% | −271−3.6% | 減碼 |
| Pitcairn Co | 7,143 | $28.1 萬 | 0.03% | −251−3.4% | 減碼 |
| D. E. Shaw & Co., Inc. | 6,916 | $27.2 萬 | 0.00% | −9,642−58.2% | 減碼 |
| Curated Wealth Partners LLC | 6,798 | $26.8 萬 | 0.08% | −401−5.6% | 減碼 |
| MML Investors Services, LLC | 6,703 | $26.4 萬 | 0.00% | +767+12.9% | 加碼 |
| BTC Capital Management, Inc. | 6,398 | $25.7 萬 | 0.03% | −311−4.6% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 6,367 | $25.1 萬 | 0.00% | −1,111−14.9% | 減碼 |
| Capital Investment Advisory Services, LLC | 6,343 | $25.0 萬 | 0.03% | +1,155+22.3% | 加碼 |
| Chicago Partners Investment Group LLC | 5,368 | $25.0 萬 | 0.02% | +5,368 | 新進 |
| D.A. Davidson & Co. | 6,263 | $24.6 萬 | 0.00% | +1,681+36.7% | 加碼 |
| Steward Partners Investment Advisory, LLC | 6,057 | $23.8 萬 | 0.00% | −146−2.4% | 減碼 |
| Riverview Capital Advisers, LLC | 5,980 | $23.5 萬 | 0.13% | 00.0% | 不變 |
| Prudential Financial Inc | 5,822 | $23.2 萬 | 0.00% | +210+3.7% | 加碼 |
| JustInvest LLC | 5,865 | $23.1 萬 | 0.01% | +5,865 | 新進 |
| Meeder Asset Management Inc | 5,818 | $22.9 萬 | 0.01% | −3,904−40.2% | 減碼 |
| Snowden Capital Advisors LLC | 5,827 | $22.9 萬 | 0.01% | +127+2.2% | 加碼 |
| Heritage Wealth Management, LLC | 5,816 | $22.9 萬 | 0.08% | +1,282+28.3% | 加碼 |
| Jefferies Group LLC | 5,754 | $22.6 萬 | 0.01% | +5,754 | 新進 |
| Cantor Fitzgerald, L. P. | 5,725 | $22.5 萬 | 0.00% | +5,725 | 新進 |
| Caxton Associates LP | 5,523 | $21.7 萬 | 0.03% | −17,070−75.6% | 減碼 |
| New York State Teachers Retirement System | 5,400 | $21.2 萬 | 0.00% | 00.0% | 不變 |
| O'Rourke & Company, Inc | 5,215 | $20.5 萬 | 0.17% | +646+14.1% | 加碼 |
| DGS Capital Management, LLC | 5,186 | $20.4 萬 | 0.16% | +5,186 | 新進 |
| Ameritas Investment Partners, Inc. | 4,797 | $18.8 萬 | 0.01% | 00.0% | 不變 |
| Rockefeller Capital Management L.P. | 4,700 | $18.4 萬 | 0.00% | −844−15.2% | 減碼 |