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 3 季 13F 持有人
Moelis & Co 在 2022/9/30 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
- 246
- 較 2022 年第 2 季 −11 家
- 持有股數
- 6,261 萬
- 較 2022 年第 2 季 +106.0 萬 (+1.7%)
- 總市值
- $21.2 億
- 較 2022 年第 2 季 −$3.08 億 (−12.7%)
- 新進機構
- 21
- 另有 128 家加碼
- 清倉機構
- 32
- 另有 70 家減碼
另有 3 家機構在 2022 年第 2 季持有、還沒有申報 2022 年第 3 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Kayne Anderson Rudnick Investment Management LLC | 6,928,445 | $2.34 億 | 0.78% | +792,661+12.9% | 加碼 |
| Vanguard Group Inc | 6,478,990 | $2.19 億 | 0.01% | −109,065−1.7% | 減碼 |
| BlackRock Inc. | 5,551,219 | $1.88 億 | 0.01% | +43,345+0.8% | 加碼 |
| London Co of Virginia | 3,327,409 | $1.12 億 | 0.71% | −21,892−0.7% | 減碼 |
| Wasatch Advisors Inc | 3,062,272 | $1.04 億 | 0.72% | +807,528+35.8% | 加碼 |
| Alliancebernstein L.P. | 2,888,367 | $9,766 萬 | 0.05% | +2,050+0.1% | 加碼 |
| JPMorgan Chase & Co | 2,534,940 | $8,571 萬 | 0.01% | +16,834+0.7% | 加碼 |
| Timucuan Asset Management Inc | 2,444,669 | $8,265 萬 | 3.95% | +60,496+2.5% | 加碼 |
| Westwood Holdings Group Inc. | 1,566,901 | $5,298 萬 | 0.63% | −60,965−3.7% | 減碼 |
| Heard Capital LLC | 1,503,515 | $5,083 萬 | 6.10% | +112,655+8.1% | 加碼 |
| Artisan Partners Limited Partnership | 1,378,056 | $4,659 萬 | 0.08% | −94,128−6.4% | 減碼 |
| State Street Corp | 1,342,419 | $4,539 萬 | 0.00% | +23,157+1.8% | 加碼 |
| Geode Capital Management, LLC | 1,285,930 | $4,348 萬 | 0.01% | +45,001+3.6% | 加碼 |
| Federated Hermes, Inc. | 1,082,735 | $3,661 萬 | 0.11% | −320,994−22.9% | 減碼 |
| Dimensional Fund Advisors LP | 1,027,206 | $3,473 萬 | 0.01% | +18,565+1.8% | 加碼 |
| Wells Fargo & Company | 1,009,511 | $3,413 萬 | 0.01% | +121,316+13.7% | 加碼 |
| Madison Asset Management, LLC | 786,458 | $2,659 萬 | 0.45% | +13,273+1.7% | 加碼 |
| Morgan Stanley | 735,453 | $2,486 萬 | 0.00% | +78,584+12.0% | 加碼 |
| Capital World Investors | 719,000 | $2,431 萬 | 0.01% | 00.0% | 不變 |
| Emerald Advisers, LLC | 668,614 | $2,261 萬 | 1.17% | −108,491−14.0% | 減碼 |
| Charles Schwab Investment Management Inc | 648,766 | $2,194 萬 | 0.01% | +35,432+5.8% | 加碼 |
| Lord, Abbett & Co. LLC | 644,470 | $2,179 萬 | 0.08% | +3,355+0.5% | 加碼 |
| Ameriprise Financial Inc | 636,913 | $2,153 萬 | 0.01% | −14,984−2.3% | 減碼 |
| Northern Trust Corp | 613,946 | $2,076 萬 | 0.00% | −11,544−1.8% | 減碼 |
| Bamco Inc | 608,975 | $2,059 萬 | 0.07% | −9,437−1.5% | 減碼 |
| Emerald Mutual Fund Advisers Trust | 596,518 | $2,017 萬 | 1.27% | −95,808−13.8% | 減碼 |
| Vaughan Nelson Investment Management, L.P. | 593,662 | $2,007 萬 | 0.29% | +116,310+24.4% | 加碼 |
| Royce & Associates LP | 593,639 | $2,007 萬 | 0.23% | −27,532−4.4% | 減碼 |
| Bank of New York Mellon Corp | 588,473 | $1,990 萬 | 0.00% | +32,788+5.9% | 加碼 |
| Norges Bank | 583,541 | $1,973 萬 | 0.01% | +9,723+1.7% | 加碼 |
| Principal Financial Group Inc | 531,753 | $1,798 萬 | 0.01% | +264,234+98.8% | 加碼 |
| Bank of America Corp | 524,820 | $1,774 萬 | 0.00% | +1,032+0.2% | 加碼 |
| Tributary Capital Management, LLC | 416,800 | $1,409 萬 | 1.48% | +28,667+7.4% | 加碼 |
| Raymond James & Associates | 376,340 | $1,272 萬 | 0.01% | +274,023+267.8% | 加碼 |
| Capital Management Corp | 359,092 | $1,214 萬 | 3.43% | −81,673−18.5% | 減碼 |
| First Republic Investment Management, Inc. | 342,358 | $1,158 萬 | 0.03% | +85,727+33.4% | 加碼 |
| Adirondack Retirement Specialists, Inc. | 338,591 | $1,145 萬 | 11.05% | −85,048−20.1% | 減碼 |
| Invesco Ltd. | 291,956 | $987.1 萬 | 0.00% | +32,425+12.5% | 加碼 |
| First Trust Advisors LP | 253,837 | $858.2 萬 | 0.01% | +48,007+23.3% | 加碼 |
| Jennison Associates LLC | 251,460 | $850.2 萬 | 0.01% | −19,432−7.2% | 減碼 |
| Nuveen Asset Management, LLC | 225,250 | $761.5 萬 | 0.00% | −58,214−20.5% | 減碼 |
| Goldman Sachs Group Inc | 215,669 | $729.2 萬 | 0.00% | −198,486−47.9% | 減碼 |
| Renaissance Technologies LLC | 210,544 | $711.8 萬 | 0.01% | −203,700−49.2% | 減碼 |
| Royal Bank of Canada | 189,289 | $640.1 萬 | 0.00% | −686−0.4% | 減碼 |
| American Century Companies Inc | 183,607 | $620.8 萬 | 0.01% | +11,128+6.5% | 加碼 |
| SEI Investments Co | 177,921 | $601.5 萬 | 0.01% | +33,783+23.4% | 加碼 |
| FMR LLC | 177,173 | $598.9 萬 | 0.00% | −9,157−4.9% | 減碼 |
| Stifel Financial Corp | 174,261 | $589.2 萬 | 0.01% | +38,489+28.3% | 加碼 |
| Deutsche Bank AG | 172,318 | $582.7 萬 | 0.00% | −6,904−3.9% | 減碼 |
| Winslow Asset Management Inc | 170,920 | $577.9 萬 | 1.50% | +689+0.4% | 加碼 |
| Swiss National Bank | 153,700 | $519.7 萬 | 0.00% | +6,600+4.5% | 加碼 |
| UBS Group AG | 143,978 | $486.8 萬 | 0.00% | −25,847−15.2% | 減碼 |
| Citadel Advisors LLC | 118,142 | $399.4 萬 | 0.00% | +66,608+129.3% | 加碼 |
| Regions Financial Corp | 106,516 | $360.1 萬 | 0.04% | +27,193+34.3% | 加碼 |
| Advisors Asset Management, Inc. | 99,562 | $336.6 萬 | 0.07% | −49,072−33.0% | 減碼 |
| Envestnet Asset Management Inc | 97,542 | $329.8 萬 | 0.00% | +2,117+2.2% | 加碼 |
| Public Employees Retirement System of Ohio | 91,368 | $308.9 萬 | 0.01% | +349+0.4% | 加碼 |
| Rhumbline Advisers | 90,000 | $304.3 萬 | 0.00% | +6,227+7.4% | 加碼 |
| Schroder Investment Management Group | 85,473 | $289.0 萬 | 0.00% | −43,963−34.0% | 減碼 |
| Victory Capital Management Inc | 83,091 | $280.9 萬 | 0.00% | +83,091 | 新進 |
| California State Teachers Retirement System | 80,954 | $273.7 萬 | 0.00% | −113−0.1% | 減碼 |
| Man Group plc | 80,756 | $273.0 萬 | 0.01% | – | – |
| Brandywine Global Investment Management, LLC | 77,319 | $261.4 萬 | 0.02% | −2,796−3.5% | 減碼 |
| New York State Common Retirement Fund | 76,795 | $259.6 萬 | 0.00% | +175+0.2% | 加碼 |
| Squarepoint Ops LLC | 71,095 | $240.4 萬 | 0.02% | +25,384+55.5% | 加碼 |
| Mutual of America Capital Management LLC | 67,012 | $226.6 萬 | 0.03% | +555+0.8% | 加碼 |
| UBS Asset Management Americas Inc | 65,686 | $222.1 萬 | 0.00% | −10,714−14.0% | 減碼 |
| Neuberger Berman Group LLC | 63,719 | $215.4 萬 | 0.00% | −5,113−7.4% | 減碼 |
| PEAK6 Investments LLC | 60,525 | $204.6 萬 | 0.08% | +18,739+44.8% | 加碼 |
| Legal & General Group Plc | 59,748 | $202.0 萬 | 0.00% | −198−0.3% | 減碼 |
| Barclays PLC | 59,167 | $200.0 萬 | 0.00% | +22,014+59.3% | 加碼 |
| Vestcor Inc | 58,725 | $198.5 萬 | 0.08% | 00.0% | 不變 |
| Interval Partners, LP | 57,721 | $195.2 萬 | 0.12% | −54,554−48.6% | 減碼 |
| Brinker Capital Investments, LLC | 55,762 | $188.5 萬 | 0.04% | −1,411−2.5% | 減碼 |
| Asset Management One Co.,Ltd. | 53,926 | $182.3 萬 | 0.01% | −954−1.7% | 減碼 |
| NewEdge Wealth, LLC | 53,877 | $182.2 萬 | 0.09% | +13,430+33.2% | 加碼 |
| Vestmark Advisory Solutions, Inc. | 53,877 | $182.2 萬 | 0.10% | +23,338+76.4% | 加碼 |
| Russell Investments Group, Ltd. | 53,376 | $180.2 萬 | 0.00% | +53,042+15,880.8% | 加碼 |
| State of New Jersey Common Pension Fund D | 52,727 | $178.3 萬 | 0.01% | 00.0% | 不變 |
| Grandeur Peak Global Advisors, LLC | 51,841 | $175.3 萬 | 0.11% | −20,349−28.2% | 減碼 |
| Credit Suisse AG | 50,995 | $172.4 萬 | 0.00% | +454+0.9% | 加碼 |
| Alps Advisors Inc | 50,912 | $172.1 萬 | 0.02% | +12,438+32.3% | 加碼 |
| Chevy Chase Trust Holdings, Inc. | 50,747 | $171.6 萬 | 0.01% | +849+1.7% | 加碼 |
| Park Circle Co | 50,176 | $169.6 萬 | 1.76% | 00.0% | 不變 |
| Cornerstone Investment Partners, LLC | 48,819 | $165.1 萬 | 0.12% | +6,866+16.4% | 加碼 |
| First National Bank of Omaha | 48,814 | $165.0 萬 | 0.11% | +1,673+3.5% | 加碼 |
| Holocene Advisors, LP | 48,793 | $165.0 萬 | 0.01% | +29,300+150.3% | 加碼 |
| Salvus Wealth Management, LLC | 48,307 | $163.3 萬 | 1.55% | −28−0.1% | 減碼 |
| Natixis Advisors, L.P. | 46,378 | $156.8 萬 | 0.01% | −33,673−42.1% | 減碼 |
| B. Metzler seel. Sohn & Co. AG | 42,333 | $143.1 萬 | 0.03% | +12,068+39.9% | 加碼 |
| Eagle Rock Investment Company, LLC | 42,090 | $142.3 萬 | 0.37% | +6,090+16.9% | 加碼 |
| Aviva PLC | 39,735 | $134.3 萬 | 0.01% | −6,969−14.9% | 減碼 |
| LPL Financial LLC | 39,530 | $133.7 萬 | 0.00% | +1,376+3.6% | 加碼 |
| Versor Investments LP | 39,408 | $133.2 萬 | 0.08% | +11,153+39.5% | 加碼 |
| Verdence Capital Advisors LLC | 38,277 | $129.4 萬 | 0.18% | +8,614+29.0% | 加碼 |
| Fisher Asset Management, LLC | 38,057 | $128.7 萬 | 0.00% | +38,057 | 新進 |
| CenterBook Partners LP | 37,861 | $128.0 萬 | 0.25% | +6,124+19.3% | 加碼 |
| Jupiter Asset Management Ltd | 36,752 | $124.3 萬 | 0.02% | +36,752 | 新進 |
| Cubist Systematic Strategies, LLC | 35,615 | $120.4 萬 | 0.01% | +15,353+75.8% | 加碼 |
| Manufacturers Life Insurance Company, The | 35,434 | $119.8 萬 | 0.00% | −405,820−92.0% | 減碼 |