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 |
|---|---|---|---|---|---|
| Bayesian Capital Management, LP | 12,015 | $40.6 萬 | 0.08% | −4,400−26.8% | 減碼 |
| Quantum Private Wealth, LLC | 12,061 | $40.7 萬 | 0.25% | +3,990+49.4% | 加碼 |
| HSBC Holdings PLC | 11,907 | $40.8 萬 | 0.00% | +1,876+18.7% | 加碼 |
| Advisor Group Holdings, Inc. | 12,153 | $41.1 萬 | 0.00% | −2,188−15.3% | 減碼 |
| Naples Global Advisors, LLC | 12,281 | $41.5 萬 | 0.06% | −890−6.8% | 減碼 |
| SkyView Investment Advisors, LLC | 12,515 | $42.3 萬 | 0.12% | +1,957+18.5% | 加碼 |
| Mercer Global Advisors Inc | 12,598 | $42.6 萬 | 0.00% | +2,455+24.2% | 加碼 |
| First Hawaiian Bank | 12,626 | $42.7 萬 | 0.02% | −73−0.6% | 減碼 |
| Allianz Asset Management GmbH | 12,664 | $42.8 萬 | 0.00% | −1,492−10.5% | 減碼 |
| State Board of Administration of Florida Retirement System | 13,343 | $45.1 萬 | 0.00% | 00.0% | 不變 |
| US Bancorp | 14,606 | $49.4 萬 | 0.00% | +1,053+7.8% | 加碼 |
| Eaton Vance Management | 14,731 | $49.8 萬 | 0.00% | +244+1.7% | 加碼 |
| Harbor Advisors LLC | 14,800 | $50.0 萬 | 0.13% | 00.0% | 不變 |
| Campbell Newman Asset Management Inc | 14,970 | $50.6 萬 | 0.06% | +380+2.6% | 加碼 |
| Nisa Investment Advisors, LLC | 14,993 | $53.3 萬 | 0.00% | +2,143+16.7% | 加碼 |
| Millennium Management LLC | 16,965 | $57.4 萬 | 0.00% | +16,965 | 新進 |
| Panagora Asset Management Inc | 17,258 | $58.3 萬 | 0.00% | 00.0% | 不變 |
| Arizona State Retirement System | 17,617 | $59.6 萬 | 0.01% | +692+4.1% | 加碼 |
| D. E. Shaw & Co., Inc. | 19,039 | $64.4 萬 | 0.00% | +12,123+175.3% | 加碼 |
| Graham Capital Management, L.P. | 19,113 | $64.6 萬 | 0.03% | +19,113 | 新進 |
| Hudson Value Partners, LLC | 19,195 | $64.9 萬 | 0.44% | +625+3.4% | 加碼 |
| CastleKnight Management LP | 20,400 | $69.0 萬 | 0.22% | −3,700−15.4% | 減碼 |
| Hennion & Walsh Asset Management, Inc. | 20,726 | $70.1 萬 | 0.05% | +4,496+27.7% | 加碼 |
| AlphaCrest Capital Management LLC | 21,469 | $72.6 萬 | 0.04% | +21,469 | 新進 |
| Alberta Investment Management Corp | 21,718 | $73.4 萬 | 0.01% | +12,560+137.1% | 加碼 |
| AQR Capital Management LLC | 22,198 | $75.1 萬 | 0.00% | +9,854+79.8% | 加碼 |
| Foresight Wealth Management, LLC | 23,337 | $78.9 萬 | 0.34% | +3,257+16.2% | 加碼 |
| Janus Henderson Group PLC | 23,368 | $79.0 萬 | 0.00% | +387+1.7% | 加碼 |
| Susquehanna International Group, LLP | 24,010 | $81.2 萬 | 0.00% | +9,879+69.9% | 加碼 |
| Voya Investment Management LLC | 24,201 | $81.8 萬 | 0.00% | +495+2.1% | 加碼 |
| Oppenheimer Asset Management Inc. | 24,553 | $83.0 萬 | 0.01% | +7,773+46.3% | 加碼 |
| The PNC Financial Services Group, Inc. | 25,244 | $85.2 萬 | 0.00% | +1,431+6.0% | 加碼 |
| CWM, LLC | 25,547 | $86.4 萬 | 0.01% | +508+2.0% | 加碼 |
| Richard P Slaughter Associates Inc | 26,489 | $89.5 萬 | 0.38% | +1,407+5.6% | 加碼 |
| Mirae Asset Global Investments Co., Ltd. | 27,034 | $91.4 萬 | 0.00% | +8,939+49.4% | 加碼 |
| Federation des caisses Desjardins du Quebec | 27,235 | $92.1 萬 | 0.01% | 00.0% | 不變 |
| STRS Ohio | 28,500 | $96.3 萬 | 0.00% | 00.0% | 不變 |
| Price T Rowe Associates Inc | 29,517 | $99.8 萬 | 0.00% | +4,964+20.2% | 加碼 |
| Janney Montgomery Scott LLC | 30,159 | $101.9 萬 | 0.00% | +711+2.4% | 加碼 |
| American International Group, Inc. | 30,264 | $102.3 萬 | 0.01% | +78+0.3% | 加碼 |
| Macquarie Group Ltd | 29,814 | $104.1 萬 | 0.00% | −981−3.2% | 減碼 |
| BNP Paribas Arbitrage, SA | 31,195 | $105.5 萬 | 0.00% | +10,002+47.2% | 加碼 |
| State of Wisconsin Investment Board | 33,385 | $112.9 萬 | 0.00% | −1,390−4.0% | 減碼 |
| MetLife Investment Management | 33,540 | $113.4 萬 | 0.01% | 00.0% | 不變 |
| Schonfeld Strategic Advisors LLC | 34,400 | $116.4 萬 | 0.01% | +24,143+235.4% | 加碼 |
| Tudor Investment Corp Et Al | 35,197 | $119.0 萬 | 0.03% | +35,197 | 新進 |
| Manufacturers Life Insurance Company, The | 35,434 | $119.8 萬 | 0.00% | −405,820−92.0% | 減碼 |
| Cubist Systematic Strategies, LLC | 35,615 | $120.4 萬 | 0.01% | +15,353+75.8% | 加碼 |
| Jupiter Asset Management Ltd | 36,752 | $124.3 萬 | 0.02% | +36,752 | 新進 |
| CenterBook Partners LP | 37,861 | $128.0 萬 | 0.25% | +6,124+19.3% | 加碼 |
| Fisher Asset Management, LLC | 38,057 | $128.7 萬 | 0.00% | +38,057 | 新進 |
| Verdence Capital Advisors LLC | 38,277 | $129.4 萬 | 0.18% | +8,614+29.0% | 加碼 |
| Versor Investments LP | 39,408 | $133.2 萬 | 0.08% | +11,153+39.5% | 加碼 |
| LPL Financial LLC | 39,530 | $133.7 萬 | 0.00% | +1,376+3.6% | 加碼 |
| Aviva PLC | 39,735 | $134.3 萬 | 0.01% | −6,969−14.9% | 減碼 |
| Eagle Rock Investment Company, LLC | 42,090 | $142.3 萬 | 0.37% | +6,090+16.9% | 加碼 |
| B. Metzler seel. Sohn & Co. AG | 42,333 | $143.1 萬 | 0.03% | +12,068+39.9% | 加碼 |
| Natixis Advisors, L.P. | 46,378 | $156.8 萬 | 0.01% | −33,673−42.1% | 減碼 |
| Salvus Wealth Management, LLC | 48,307 | $163.3 萬 | 1.55% | −28−0.1% | 減碼 |
| 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 |
| Cornerstone Investment Partners, LLC | 48,819 | $165.1 萬 | 0.12% | +6,866+16.4% | 加碼 |
| Park Circle Co | 50,176 | $169.6 萬 | 1.76% | 00.0% | 不變 |
| Chevy Chase Trust Holdings, Inc. | 50,747 | $171.6 萬 | 0.01% | +849+1.7% | 加碼 |
| Alps Advisors Inc | 50,912 | $172.1 萬 | 0.02% | +12,438+32.3% | 加碼 |
| Credit Suisse AG | 50,995 | $172.4 萬 | 0.00% | +454+0.9% | 加碼 |
| Grandeur Peak Global Advisors, LLC | 51,841 | $175.3 萬 | 0.11% | −20,349−28.2% | 減碼 |
| State of New Jersey Common Pension Fund D | 52,727 | $178.3 萬 | 0.01% | 00.0% | 不變 |
| Russell Investments Group, Ltd. | 53,376 | $180.2 萬 | 0.00% | +53,042+15,880.8% | 加碼 |
| 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 |
| Asset Management One Co.,Ltd. | 53,926 | $182.3 萬 | 0.01% | −954−1.7% | 減碼 |
| Brinker Capital Investments, LLC | 55,762 | $188.5 萬 | 0.04% | −1,411−2.5% | 減碼 |
| Interval Partners, LP | 57,721 | $195.2 萬 | 0.12% | −54,554−48.6% | 減碼 |
| Vestcor Inc | 58,725 | $198.5 萬 | 0.08% | 00.0% | 不變 |
| Barclays PLC | 59,167 | $200.0 萬 | 0.00% | +22,014+59.3% | 加碼 |
| Legal & General Group Plc | 59,748 | $202.0 萬 | 0.00% | −198−0.3% | 減碼 |
| PEAK6 Investments LLC | 60,525 | $204.6 萬 | 0.08% | +18,739+44.8% | 加碼 |
| Neuberger Berman Group LLC | 63,719 | $215.4 萬 | 0.00% | −5,113−7.4% | 減碼 |
| UBS Asset Management Americas Inc | 65,686 | $222.1 萬 | 0.00% | −10,714−14.0% | 減碼 |
| Mutual of America Capital Management LLC | 67,012 | $226.6 萬 | 0.03% | +555+0.8% | 加碼 |
| Squarepoint Ops LLC | 71,095 | $240.4 萬 | 0.02% | +25,384+55.5% | 加碼 |
| New York State Common Retirement Fund | 76,795 | $259.6 萬 | 0.00% | +175+0.2% | 加碼 |
| Brandywine Global Investment Management, LLC | 77,319 | $261.4 萬 | 0.02% | −2,796−3.5% | 減碼 |
| Man Group plc | 80,756 | $273.0 萬 | 0.01% | – | – |
| California State Teachers Retirement System | 80,954 | $273.7 萬 | 0.00% | −113−0.1% | 減碼 |
| Victory Capital Management Inc | 83,091 | $280.9 萬 | 0.00% | +83,091 | 新進 |
| Schroder Investment Management Group | 85,473 | $289.0 萬 | 0.00% | −43,963−34.0% | 減碼 |
| Rhumbline Advisers | 90,000 | $304.3 萬 | 0.00% | +6,227+7.4% | 加碼 |
| Public Employees Retirement System of Ohio | 91,368 | $308.9 萬 | 0.01% | +349+0.4% | 加碼 |
| Envestnet Asset Management Inc | 97,542 | $329.8 萬 | 0.00% | +2,117+2.2% | 加碼 |
| Advisors Asset Management, Inc. | 99,562 | $336.6 萬 | 0.07% | −49,072−33.0% | 減碼 |
| Regions Financial Corp | 106,516 | $360.1 萬 | 0.04% | +27,193+34.3% | 加碼 |
| Citadel Advisors LLC | 118,142 | $399.4 萬 | 0.00% | +66,608+129.3% | 加碼 |
| UBS Group AG | 143,978 | $486.8 萬 | 0.00% | −25,847−15.2% | 減碼 |
| Swiss National Bank | 153,700 | $519.7 萬 | 0.00% | +6,600+4.5% | 加碼 |
| Winslow Asset Management Inc | 170,920 | $577.9 萬 | 1.50% | +689+0.4% | 加碼 |
| Deutsche Bank AG | 172,318 | $582.7 萬 | 0.00% | −6,904−3.9% | 減碼 |
| Stifel Financial Corp | 174,261 | $589.2 萬 | 0.01% | +38,489+28.3% | 加碼 |
| FMR LLC | 177,173 | $598.9 萬 | 0.00% | −9,157−4.9% | 減碼 |