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 |
|---|---|---|---|---|---|
| SEI Investments Co | 177,921 | $601.5 萬 | 0.01% | +33,783+23.4% | 加碼 |
| American Century Companies Inc | 183,607 | $620.8 萬 | 0.01% | +11,128+6.5% | 加碼 |
| Royal Bank of Canada | 189,289 | $640.1 萬 | 0.00% | −686−0.4% | 減碼 |
| Renaissance Technologies LLC | 210,544 | $711.8 萬 | 0.01% | −203,700−49.2% | 減碼 |
| Goldman Sachs Group Inc | 215,669 | $729.2 萬 | 0.00% | −198,486−47.9% | 減碼 |
| Nuveen Asset Management, LLC | 225,250 | $761.5 萬 | 0.00% | −58,214−20.5% | 減碼 |
| Jennison Associates LLC | 251,460 | $850.2 萬 | 0.01% | −19,432−7.2% | 減碼 |
| First Trust Advisors LP | 253,837 | $858.2 萬 | 0.01% | +48,007+23.3% | 加碼 |
| Invesco Ltd. | 291,956 | $987.1 萬 | 0.00% | +32,425+12.5% | 加碼 |
| Adirondack Retirement Specialists, Inc. | 338,591 | $1,145 萬 | 11.05% | −85,048−20.1% | 減碼 |
| First Republic Investment Management, Inc. | 342,358 | $1,158 萬 | 0.03% | +85,727+33.4% | 加碼 |
| Capital Management Corp | 359,092 | $1,214 萬 | 3.43% | −81,673−18.5% | 減碼 |
| Raymond James & Associates | 376,340 | $1,272 萬 | 0.01% | +274,023+267.8% | 加碼 |
| Tributary Capital Management, LLC | 416,800 | $1,409 萬 | 1.48% | +28,667+7.4% | 加碼 |
| Bank of America Corp | 524,820 | $1,774 萬 | 0.00% | +1,032+0.2% | 加碼 |
| Principal Financial Group Inc | 531,753 | $1,798 萬 | 0.01% | +264,234+98.8% | 加碼 |
| Norges Bank | 583,541 | $1,973 萬 | 0.01% | +9,723+1.7% | 加碼 |
| Bank of New York Mellon Corp | 588,473 | $1,990 萬 | 0.00% | +32,788+5.9% | 加碼 |
| Royce & Associates LP | 593,639 | $2,007 萬 | 0.23% | −27,532−4.4% | 減碼 |
| Vaughan Nelson Investment Management, L.P. | 593,662 | $2,007 萬 | 0.29% | +116,310+24.4% | 加碼 |
| Emerald Mutual Fund Advisers Trust | 596,518 | $2,017 萬 | 1.27% | −95,808−13.8% | 減碼 |
| Bamco Inc | 608,975 | $2,059 萬 | 0.07% | −9,437−1.5% | 減碼 |
| Northern Trust Corp | 613,946 | $2,076 萬 | 0.00% | −11,544−1.8% | 減碼 |
| Ameriprise Financial Inc | 636,913 | $2,153 萬 | 0.01% | −14,984−2.3% | 減碼 |
| Lord, Abbett & Co. LLC | 644,470 | $2,179 萬 | 0.08% | +3,355+0.5% | 加碼 |
| Charles Schwab Investment Management Inc | 648,766 | $2,194 萬 | 0.01% | +35,432+5.8% | 加碼 |
| Emerald Advisers, LLC | 668,614 | $2,261 萬 | 1.17% | −108,491−14.0% | 減碼 |
| Capital World Investors | 719,000 | $2,431 萬 | 0.01% | 00.0% | 不變 |
| Morgan Stanley | 735,453 | $2,486 萬 | 0.00% | +78,584+12.0% | 加碼 |
| Madison Asset Management, LLC | 786,458 | $2,659 萬 | 0.45% | +13,273+1.7% | 加碼 |
| Wells Fargo & Company | 1,009,511 | $3,413 萬 | 0.01% | +121,316+13.7% | 加碼 |
| Dimensional Fund Advisors LP | 1,027,206 | $3,473 萬 | 0.01% | +18,565+1.8% | 加碼 |
| Federated Hermes, Inc. | 1,082,735 | $3,661 萬 | 0.11% | −320,994−22.9% | 減碼 |
| Geode Capital Management, LLC | 1,285,930 | $4,348 萬 | 0.01% | +45,001+3.6% | 加碼 |
| State Street Corp | 1,342,419 | $4,539 萬 | 0.00% | +23,157+1.8% | 加碼 |
| Artisan Partners Limited Partnership | 1,378,056 | $4,659 萬 | 0.08% | −94,128−6.4% | 減碼 |
| Heard Capital LLC | 1,503,515 | $5,083 萬 | 6.10% | +112,655+8.1% | 加碼 |
| Westwood Holdings Group Inc. | 1,566,901 | $5,298 萬 | 0.63% | −60,965−3.7% | 減碼 |
| Timucuan Asset Management Inc | 2,444,669 | $8,265 萬 | 3.95% | +60,496+2.5% | 加碼 |
| JPMorgan Chase & Co | 2,534,940 | $8,571 萬 | 0.01% | +16,834+0.7% | 加碼 |
| Alliancebernstein L.P. | 2,888,367 | $9,766 萬 | 0.05% | +2,050+0.1% | 加碼 |
| Wasatch Advisors Inc | 3,062,272 | $1.04 億 | 0.72% | +807,528+35.8% | 加碼 |
| London Co of Virginia | 3,327,409 | $1.12 億 | 0.71% | −21,892−0.7% | 減碼 |
| BlackRock Inc. | 5,551,219 | $1.88 億 | 0.01% | +43,345+0.8% | 加碼 |
| Vanguard Group Inc | 6,478,990 | $2.19 億 | 0.01% | −109,065−1.7% | 減碼 |
| Kayne Anderson Rudnick Investment Management LLC | 6,928,445 | $2.34 億 | 0.78% | +792,661+12.9% | 加碼 |
| Wellington Management Group LLP | 0 | $0 | 0.00% | −196,916−100.0% | 清倉 |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −175,323−100.0% | 清倉 |
| Gillson Capital LP | 0 | $0 | 0.00% | −40,222−100.0% | 清倉 |
| Citizens Business Bank | 0 | $0 | 0.00% | −29,155−100.0% | 清倉 |
| HighTower Advisors, LLC | 0 | $0 | 0.00% | −19,112−100.0% | 清倉 |
| Gyon Technologies Capital Management, LP | 0 | $0 | 0.00% | −15,755−100.0% | 清倉 |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −15,729−100.0% | 清倉 |
| First Eagle Investment Management, LLC | 0 | $0 | 0.00% | −13,451−100.0% | 清倉 |
| Advisory Research Inc | 0 | $0 | 0.00% | −11,311−100.0% | 清倉 |
| Wesbanco Bank Inc | 0 | $0 | 0.00% | −10,289−100.0% | 清倉 |
| DuPont Capital Management Corp | 0 | $0 | 0.00% | −9,334−100.0% | 清倉 |
| Franklin Resources Inc | 0 | $0 | 0.00% | −9,259−100.0% | 清倉 |
| Hancock Whitney Corp | 0 | $0 | 0.00% | −7,235−100.0% | 清倉 |
| Chicago Partners Investment Group LLC | 0 | $0 | 0.00% | −5,368−100.0% | 清倉 |
| Prudential Financial Inc | 0 | $0 | 0.00% | −5,822−100.0% | 清倉 |
| Snowden Capital Advisors LLC | 0 | $0 | 0.00% | −5,827−100.0% | 清倉 |
| Jefferies Group LLC | 0 | $0 | 0.00% | −5,754−100.0% | 清倉 |
| Cantor Fitzgerald, L. P. | 0 | $0 | 0.00% | −5,725−100.0% | 清倉 |
| Caxton Associates LP | 0 | $0 | 0.00% | −5,523−100.0% | 清倉 |
| New York State Teachers Retirement System | 0 | $0 | 0.00% | −5,400−100.0% | 清倉 |
| O'Rourke & Company, Inc | 0 | $0 | 0.00% | −5,215−100.0% | 清倉 |
| Globeflex Capital L P | 0 | $0 | 0.00% | −2,674−100.0% | 清倉 |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −2,000−100.0% | 清倉 |
| Venture Visionary Partners LLC | 0 | $0 | 0.00% | −608−100.0% | 清倉 |
| State of Wyoming | 0 | $0 | 0.00% | −421−100.0% | 清倉 |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −201−100.0% | 清倉 |
| Better Money Decisions, LLC | 0 | $0 | 0.00% | −207−100.0% | 清倉 |
| Prospera Financial Services Inc | 0 | $0 | 0.00% | −173−100.0% | 清倉 |
| Bramshill Investments, LLC | 0 | $0 | 0.00% | −190−100.0% | 清倉 |
| Horan Securities, Inc. | 0 | $0 | 0.00% | −100−100.0% | 清倉 |
| Versant Capital Management, Inc | 0 | $0 | 0.00% | −12−100.0% | 清倉 |
| Steward Financial Group LLC | 0 | $0 | 0.00% | −5−100.0% | 清倉 |
| Brewin Dolphin Ltd | – | – | – | – | 本季未申報 |
| Cordasco Financial Network | – | – | – | – | 本季未申報 |
| Private Capital Group, LLC | – | – | – | – | 本季未申報 |