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 4 季 13F 持有人
Moelis & Co 在 2022/12/31 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
- 241
- 較 2022 年第 3 季 −1 家
- 持有股數
- 6,371 萬
- 較 2022 年第 3 季 +111.8 萬 (+1.8%)
- 總市值
- $24.4 億
- 較 2022 年第 3 季 +$3.28 億 (+15.5%)
- 新進機構
- 37
- 另有 99 家加碼
- 清倉機構
- 38
- 另有 78 家減碼
另有 4 家機構在 2022 年第 3 季持有、還沒有申報 2022 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Kayne Anderson Rudnick Investment Management LLC | 6,738,219 | $2.59 億 | 0.81% | −190,226−2.7% | 減碼 |
| Vanguard Group Inc | 6,513,842 | $2.50 億 | 0.01% | +34,852+0.5% | 加碼 |
| BlackRock Inc. | 5,581,922 | $2.14 億 | 0.01% | +30,703+0.6% | 加碼 |
| Wasatch Advisors Inc | 3,922,047 | $1.50 億 | 1.01% | +859,775+28.1% | 加碼 |
| London Co of Virginia | 3,602,196 | $1.38 億 | 0.82% | +274,787+8.3% | 加碼 |
| Alliancebernstein L.P. | 2,907,088 | $1.12 億 | 0.05% | +18,721+0.6% | 加碼 |
| JPMorgan Chase & Co | 2,511,340 | $9,636 萬 | 0.01% | −23,600−0.9% | 減碼 |
| Timucuan Asset Management Inc | 2,462,185 | $9,447 萬 | 4.10% | +17,516+0.7% | 加碼 |
| Westwood Holdings Group Inc. | 1,656,865 | $6,357 萬 | 0.56% | +89,964+5.7% | 加碼 |
| Heard Capital LLC | 1,608,398 | $6,171 萬 | 6.68% | +104,883+7.0% | 加碼 |
| State Street Corp | 1,324,415 | $5,082 萬 | 0.00% | −18,004−1.3% | 減碼 |
| Geode Capital Management, LLC | 1,289,538 | $4,948 萬 | 0.01% | +3,608+0.3% | 加碼 |
| Artisan Partners Limited Partnership | 1,276,050 | $4,896 萬 | 0.09% | −102,006−7.4% | 減碼 |
| Dimensional Fund Advisors LP | 1,015,971 | $3,898 萬 | 0.01% | −11,235−1.1% | 減碼 |
| Wells Fargo & Company | 1,007,479 | $3,866 萬 | 0.01% | −2,032−0.2% | 減碼 |
| Ameriprise Financial Inc | 866,353 | $3,324 萬 | 0.01% | +229,440+36.0% | 加碼 |
| Morgan Stanley | 818,660 | $3,141 萬 | 0.00% | +83,207+11.3% | 加碼 |
| Lord, Abbett & Co. LLC | 814,127 | $3,124 萬 | 0.11% | +169,657+26.3% | 加碼 |
| Madison Asset Management, LLC | 794,816 | $3,050 萬 | 0.48% | +8,358+1.1% | 加碼 |
| Emerald Advisers, LLC | 734,692 | $2,819 萬 | 1.36% | +66,078+9.9% | 加碼 |
| Capital World Investors | 719,000 | $2,759 萬 | 0.01% | 00.0% | 不變 |
| Charles Schwab Investment Management Inc | 685,433 | $2,630 萬 | 0.01% | +36,667+5.7% | 加碼 |
| Bank of New York Mellon Corp | 682,752 | $2,620 萬 | 0.01% | +94,279+16.0% | 加碼 |
| HighTower Advisors, LLC | 639,020 | $2,452 萬 | 0.06% | +639,020 | 新進 |
| Federated Hermes, Inc. | 625,000 | $2,398 萬 | 0.07% | −457,735−42.3% | 減碼 |
| Northern Trust Corp | 621,180 | $2,383 萬 | 0.01% | +7,234+1.2% | 加碼 |
| Emerald Mutual Fund Advisers Trust | 600,738 | $2,305 萬 | 1.43% | +4,220+0.7% | 加碼 |
| Bamco Inc | 598,030 | $2,295 萬 | 0.08% | −10,945−1.8% | 減碼 |
| Vaughan Nelson Investment Management, L.P. | 586,957 | $2,252 萬 | 0.29% | −6,705−1.1% | 減碼 |
| Royce & Associates LP | 541,021 | $2,076 萬 | 0.22% | −52,618−8.9% | 減碼 |
| Bank of America Corp | 538,005 | $2,064 萬 | 0.00% | +13,185+2.5% | 加碼 |
| Norges Bank | 534,110 | $2,049 萬 | 0.00% | −49,431−8.5% | 減碼 |
| Principal Financial Group Inc | 474,940 | $1,822 萬 | 0.01% | −56,813−10.7% | 減碼 |
| Tributary Capital Management, LLC | 428,827 | $1,645 萬 | 1.64% | +12,027+2.9% | 加碼 |
| Capital Management Corp | 386,939 | $1,485 萬 | 3.65% | +27,847+7.8% | 加碼 |
| Raymond James & Associates | 386,474 | $1,483 萬 | 0.01% | +10,134+2.7% | 加碼 |
| Victory Capital Management Inc | 340,347 | $1,306 萬 | 0.02% | +257,256+309.6% | 加碼 |
| Adirondack Retirement Specialists, Inc. | 297,988 | $1,143 萬 | 12.90% | −40,603−12.0% | 減碼 |
| Goldman Sachs Group Inc | 263,184 | $1,010 萬 | 0.00% | +47,515+22.0% | 加碼 |
| First Trust Advisors LP | 257,380 | $987.6 萬 | 0.01% | +3,543+1.4% | 加碼 |
| Jennison Associates LLC | 246,531 | $945.9 萬 | 0.01% | −4,929−2.0% | 減碼 |
| Invesco Ltd. | 225,764 | $866.3 萬 | 0.00% | −66,192−22.7% | 減碼 |
| Royal Bank of Canada | 198,086 | $760.1 萬 | 0.00% | +8,797+4.6% | 加碼 |
| Nuveen Asset Management, LLC | 190,196 | $729.7 萬 | 0.00% | −35,054−15.6% | 減碼 |
| American Century Companies Inc | 185,266 | $710.9 萬 | 0.01% | +1,659+0.9% | 加碼 |
| SEI Investments Co | 183,084 | $702.5 萬 | 0.02% | +5,163+2.9% | 加碼 |
| Deutsche Bank AG | 175,732 | $674.3 萬 | 0.00% | +3,414+2.0% | 加碼 |
| Winslow Asset Management Inc | 170,003 | $652.3 萬 | 1.54% | −917−0.5% | 減碼 |
| First Republic Investment Management, Inc. | 158,380 | $607.7 萬 | 0.01% | −183,978−53.7% | 減碼 |
| Stifel Financial Corp | 157,851 | $605.7 萬 | 0.01% | −16,410−9.4% | 減碼 |
| Swiss National Bank | 154,800 | $594.0 萬 | 0.00% | +1,100+0.7% | 加碼 |
| UBS Group AG | 147,568 | $566.2 萬 | 0.00% | +3,590+2.5% | 加碼 |
| FMR LLC | 132,636 | $508.9 萬 | 0.00% | −44,537−25.1% | 減碼 |
| Vestcor Inc | 116,717 | $447.8 萬 | 0.16% | +57,992+98.8% | 加碼 |
| Nicholas Investment Partners, LP | 112,078 | $430.0 萬 | 0.38% | +112,078 | 新進 |
| Regions Financial Corp | 102,470 | $393.2 萬 | 0.04% | −4,046−3.8% | 減碼 |
| Envestnet Asset Management Inc | 100,178 | $384.4 萬 | 0.00% | +2,636+2.7% | 加碼 |
| Natixis Advisors, L.P. | 99,800 | $383.0 萬 | 0.01% | +53,422+115.2% | 加碼 |
| Advisors Asset Management, Inc. | 96,538 | $370.4 萬 | 0.08% | −3,024−3.0% | 減碼 |
| New York State Common Retirement Fund | 94,635 | $363.1 萬 | 0.00% | +17,840+23.2% | 加碼 |
| Rhumbline Advisers | 92,088 | $353.3 萬 | 0.00% | +2,088+2.3% | 加碼 |
| Schroder Investment Management Group | 88,055 | $337.9 萬 | 0.01% | +2,582+3.0% | 加碼 |
| Public Employees Retirement System of Ohio | 85,446 | $327.9 萬 | 0.01% | −5,922−6.5% | 減碼 |
| California State Teachers Retirement System | 81,201 | $311.6 萬 | 0.00% | +247+0.3% | 加碼 |
| Fisher Asset Management, LLC | 77,109 | $295.9 萬 | 0.00% | +39,052+102.6% | 加碼 |
| B. Metzler seel. Sohn & Co. AG | 68,375 | $262.4 萬 | 0.04% | +26,042+61.5% | 加碼 |
| Mutual of America Capital Management LLC | 63,397 | $243.3 萬 | 0.03% | −3,615−5.4% | 減碼 |
| Man Group plc | 61,734 | $236.9 萬 | 0.01% | −19,022−23.6% | 減碼 |
| Brinker Capital Investments, LLC | 60,965 | $233.9 萬 | 0.05% | +5,203+9.3% | 加碼 |
| Legal & General Group Plc | 58,926 | $226.1 萬 | 0.00% | −822−1.4% | 減碼 |
| Neuberger Berman Group LLC | 57,358 | $220.1 萬 | 0.00% | −6,361−10.0% | 減碼 |
| Alps Advisors Inc | 56,739 | $217.7 萬 | 0.02% | +5,827+11.4% | 加碼 |
| NewEdge Wealth, LLC | 54,852 | $210.5 萬 | 0.09% | +975+1.8% | 加碼 |
| Vestmark Advisory Solutions, Inc. | 54,479 | $209.0 萬 | 0.10% | +602+1.1% | 加碼 |
| Credit Suisse AG | 53,439 | $205.0 萬 | 0.00% | +2,444+4.8% | 加碼 |
| First National Bank of Omaha | 53,134 | $203.8 萬 | 0.13% | +4,320+8.8% | 加碼 |
| State of New Jersey Common Pension Fund D | 52,727 | $202.3 萬 | 0.01% | 00.0% | 不變 |
| Holocene Advisors, LP | 52,331 | $200.8 萬 | 0.01% | +3,538+7.3% | 加碼 |
| Park Circle Co | 50,176 | $192.5 萬 | 1.88% | 00.0% | 不變 |
| Grandeur Peak Global Advisors, LLC | 50,102 | $192.2 萬 | 0.11% | −1,739−3.4% | 減碼 |
| Russell Investments Group, Ltd. | 49,158 | $188.6 萬 | 0.00% | −4,218−7.9% | 減碼 |
| Cornerstone Investment Partners, LLC | 48,859 | $187.5 萬 | 0.12% | +40+0.1% | 加碼 |
| Salvus Wealth Management, LLC | 48,272 | $185.2 萬 | 1.70% | −35−0.1% | 減碼 |
| Eagle Rock Investment Company, LLC | 41,490 | $184.0 萬 | 0.42% | −600−1.4% | 減碼 |
| LPL Financial LLC | 41,912 | $160.8 萬 | 0.00% | +2,382+6.0% | 加碼 |
| Chevy Chase Trust Holdings, Inc. | 37,217 | $142.8 萬 | 0.01% | −13,530−26.7% | 減碼 |
| MetLife Investment Management | 33,540 | $128.7 萬 | 0.01% | 00.0% | 不變 |
| Moran Wealth Management, LLC | 33,253 | $127.6 萬 | 0.05% | +33,253 | 新進 |
| Barclays PLC | 32,653 | $125.3 萬 | 0.00% | −26,514−44.8% | 減碼 |
| Oppenheimer Asset Management Inc. | 32,587 | $125.0 萬 | 0.02% | +8,034+32.7% | 加碼 |
| American International Group, Inc. | 30,154 | $115.7 萬 | 0.01% | −110−0.4% | 減碼 |
| Janney Montgomery Scott LLC | 29,508 | $113.2 萬 | 0.00% | −651−2.2% | 減碼 |
| State of Wisconsin Investment Board | 29,288 | $112.4 萬 | 0.00% | −4,097−12.3% | 減碼 |
| CenterBook Partners LP | 28,931 | $111.0 萬 | 0.18% | −8,930−23.6% | 減碼 |
| Richard P Slaughter Associates Inc | 28,702 | $110.1 萬 | 0.35% | +2,213+8.4% | 加碼 |
| Alberta Investment Management Corp | 28,268 | $108.5 萬 | 0.01% | +6,550+30.2% | 加碼 |
| CWM, LLC | 27,521 | $105.6 萬 | 0.01% | +1,974+7.7% | 加碼 |
| Mirae Asset Global Investments Co., Ltd. | 27,328 | $104.9 萬 | 0.00% | +294+1.1% | 加碼 |
| The PNC Financial Services Group, Inc. | 27,321 | $104.8 萬 | 0.00% | +2,077+8.2% | 加碼 |
| Federation des caisses Desjardins du Quebec | 27,235 | $104.5 萬 | 0.01% | 00.0% | 不變 |