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 |
|---|---|---|---|---|---|
| Handelsbanken Fonder AB | 11,751 | $45.1 萬 | 0.00% | 00.0% | 不變 |
| Quantum Private Wealth, LLC | 11,765 | $45.1 萬 | 0.29% | −296−2.5% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 11,816 | $45.3 萬 | 0.00% | +32+0.3% | 加碼 |
| KB Financial Partners, LLC | 11,870 | $45.5 萬 | 0.16% | +73+0.6% | 加碼 |
| Squarepoint Ops LLC | 11,882 | $45.6 萬 | 0.00% | −59,213−83.3% | 減碼 |
| New York Life Investment Management LLC | 12,080 | $46.4 萬 | 0.01% | +1,359+12.7% | 加碼 |
| First Hawaiian Bank | 12,626 | $48.4 萬 | 0.02% | 00.0% | 不變 |
| SkyView Investment Advisors, LLC | 12,688 | $48.7 萬 | 0.15% | +173+1.4% | 加碼 |
| Gabelli Funds LLC | 12,900 | $49.5 萬 | 0.00% | +12,900 | 新進 |
| Mercer Global Advisors Inc | 13,054 | $50.1 萬 | 0.00% | +456+3.6% | 加碼 |
| Naples Global Advisors, LLC | 13,191 | $50.6 萬 | 0.06% | +910+7.4% | 加碼 |
| Panagora Asset Management Inc | 13,920 | $53.4 萬 | 0.00% | −3,338−19.3% | 減碼 |
| State Board of Administration of Florida Retirement System | 14,043 | $53.9 萬 | 0.00% | +700+5.2% | 加碼 |
| Advisor Group Holdings, Inc. | 14,321 | $55.1 萬 | 0.00% | +2,168+17.8% | 加碼 |
| US Bancorp | 14,562 | $55.9 萬 | 0.00% | −44−0.3% | 減碼 |
| Legato Capital Management LLC | 14,747 | $56.6 萬 | 0.11% | +14,747 | 新進 |
| Harbor Advisors LLC | 14,800 | $56.8 萬 | 0.14% | 00.0% | 不變 |
| Y-Intercept (Hong Kong) Ltd | 14,906 | $57.2 萬 | 0.08% | +14,906 | 新進 |
| Jupiter Asset Management Ltd | 15,037 | $57.7 萬 | 0.01% | −21,715−59.1% | 減碼 |
| Quadrature Capital Ltd | 15,124 | $58.0 萬 | 0.02% | +15,124 | 新進 |
| Heritage Wealth Management, LLC | 15,178 | $58.2 萬 | 0.08% | +8,785+137.4% | 加碼 |
| Campbell Newman Asset Management Inc | 15,473 | $59.4 萬 | 0.06% | +503+3.4% | 加碼 |
| Ergoteles LLC | 17,540 | $67.3 萬 | 0.02% | +17,540 | 新進 |
| Verdence Capital Advisors LLC | 17,837 | $68.4 萬 | 0.08% | −20,440−53.4% | 減碼 |
| Susquehanna International Group, LLP | 18,034 | $69.2 萬 | 0.00% | −5,976−24.9% | 減碼 |
| Arizona State Retirement System | 18,080 | $69.4 萬 | 0.01% | +463+2.6% | 加碼 |
| BNP Paribas Arbitrage, SA | 18,593 | $71.3 萬 | 0.00% | −12,602−40.4% | 減碼 |
| Asset Management One Co.,Ltd. | 18,502 | $71.8 萬 | 0.00% | −35,424−65.7% | 減碼 |
| Ensign Peak Advisors, Inc | 18,900 | $72.5 萬 | 0.00% | +18,900 | 新進 |
| Nisa Investment Advisors, LLC | 19,793 | $75.9 萬 | 0.01% | +4,800+32.0% | 加碼 |
| Jane Street Group, LLC | 20,147 | $77.3 萬 | 0.00% | +9,780+94.3% | 加碼 |
| Hamilton Capital Partners Inc. | 20,866 | $80.1 萬 | 0.34% | +20,866 | 新進 |
| Janus Henderson Group PLC | 21,525 | $82.6 萬 | 0.00% | −1,843−7.9% | 減碼 |
| Schonfeld Strategic Advisors LLC | 22,400 | $85.9 萬 | 0.01% | −12,000−34.9% | 減碼 |
| Price T Rowe Associates Inc | 23,512 | $90.2 萬 | 0.00% | −6,005−20.3% | 減碼 |
| Macquarie Group Ltd | 23,992 | $92.1 萬 | 0.00% | −5,822−19.5% | 減碼 |
| Voya Investment Management LLC | 24,071 | $92.4 萬 | 0.00% | −130−0.5% | 減碼 |
| AMG National Trust Bank | 24,614 | $94.4 萬 | 0.03% | +13,184+115.3% | 加碼 |
| Hennion & Walsh Asset Management, Inc. | 24,851 | $95.4 萬 | 0.06% | +4,125+19.9% | 加碼 |
| STRS Ohio | 25,100 | $96.3 萬 | 0.00% | −3,400−11.9% | 減碼 |
| Manufacturers Life Insurance Company, The | 25,435 | $97.6 萬 | 0.00% | −9,999−28.2% | 減碼 |
| Federation des caisses Desjardins du Quebec | 27,235 | $104.5 萬 | 0.01% | 00.0% | 不變 |
| The PNC Financial Services Group, Inc. | 27,321 | $104.8 萬 | 0.00% | +2,077+8.2% | 加碼 |
| Mirae Asset Global Investments Co., Ltd. | 27,328 | $104.9 萬 | 0.00% | +294+1.1% | 加碼 |
| CWM, LLC | 27,521 | $105.6 萬 | 0.01% | +1,974+7.7% | 加碼 |
| Alberta Investment Management Corp | 28,268 | $108.5 萬 | 0.01% | +6,550+30.2% | 加碼 |
| Richard P Slaughter Associates Inc | 28,702 | $110.1 萬 | 0.35% | +2,213+8.4% | 加碼 |
| CenterBook Partners LP | 28,931 | $111.0 萬 | 0.18% | −8,930−23.6% | 減碼 |
| State of Wisconsin Investment Board | 29,288 | $112.4 萬 | 0.00% | −4,097−12.3% | 減碼 |
| Janney Montgomery Scott LLC | 29,508 | $113.2 萬 | 0.00% | −651−2.2% | 減碼 |
| American International Group, Inc. | 30,154 | $115.7 萬 | 0.01% | −110−0.4% | 減碼 |
| Oppenheimer Asset Management Inc. | 32,587 | $125.0 萬 | 0.02% | +8,034+32.7% | 加碼 |
| Barclays PLC | 32,653 | $125.3 萬 | 0.00% | −26,514−44.8% | 減碼 |
| Moran Wealth Management, LLC | 33,253 | $127.6 萬 | 0.05% | +33,253 | 新進 |
| MetLife Investment Management | 33,540 | $128.7 萬 | 0.01% | 00.0% | 不變 |
| Chevy Chase Trust Holdings, Inc. | 37,217 | $142.8 萬 | 0.01% | −13,530−26.7% | 減碼 |
| LPL Financial LLC | 41,912 | $160.8 萬 | 0.00% | +2,382+6.0% | 加碼 |
| Eagle Rock Investment Company, LLC | 41,490 | $184.0 萬 | 0.42% | −600−1.4% | 減碼 |
| Salvus Wealth Management, LLC | 48,272 | $185.2 萬 | 1.70% | −35−0.1% | 減碼 |
| Cornerstone Investment Partners, LLC | 48,859 | $187.5 萬 | 0.12% | +40+0.1% | 加碼 |
| Russell Investments Group, Ltd. | 49,158 | $188.6 萬 | 0.00% | −4,218−7.9% | 減碼 |
| Grandeur Peak Global Advisors, LLC | 50,102 | $192.2 萬 | 0.11% | −1,739−3.4% | 減碼 |
| Park Circle Co | 50,176 | $192.5 萬 | 1.88% | 00.0% | 不變 |
| Holocene Advisors, LP | 52,331 | $200.8 萬 | 0.01% | +3,538+7.3% | 加碼 |
| State of New Jersey Common Pension Fund D | 52,727 | $202.3 萬 | 0.01% | 00.0% | 不變 |
| First National Bank of Omaha | 53,134 | $203.8 萬 | 0.13% | +4,320+8.8% | 加碼 |
| Credit Suisse AG | 53,439 | $205.0 萬 | 0.00% | +2,444+4.8% | 加碼 |
| Vestmark Advisory Solutions, Inc. | 54,479 | $209.0 萬 | 0.10% | +602+1.1% | 加碼 |
| NewEdge Wealth, LLC | 54,852 | $210.5 萬 | 0.09% | +975+1.8% | 加碼 |
| Alps Advisors Inc | 56,739 | $217.7 萬 | 0.02% | +5,827+11.4% | 加碼 |
| Neuberger Berman Group LLC | 57,358 | $220.1 萬 | 0.00% | −6,361−10.0% | 減碼 |
| Legal & General Group Plc | 58,926 | $226.1 萬 | 0.00% | −822−1.4% | 減碼 |
| Brinker Capital Investments, LLC | 60,965 | $233.9 萬 | 0.05% | +5,203+9.3% | 加碼 |
| Man Group plc | 61,734 | $236.9 萬 | 0.01% | −19,022−23.6% | 減碼 |
| Mutual of America Capital Management LLC | 63,397 | $243.3 萬 | 0.03% | −3,615−5.4% | 減碼 |
| B. Metzler seel. Sohn & Co. AG | 68,375 | $262.4 萬 | 0.04% | +26,042+61.5% | 加碼 |
| Fisher Asset Management, LLC | 77,109 | $295.9 萬 | 0.00% | +39,052+102.6% | 加碼 |
| California State Teachers Retirement System | 81,201 | $311.6 萬 | 0.00% | +247+0.3% | 加碼 |
| Public Employees Retirement System of Ohio | 85,446 | $327.9 萬 | 0.01% | −5,922−6.5% | 減碼 |
| Schroder Investment Management Group | 88,055 | $337.9 萬 | 0.01% | +2,582+3.0% | 加碼 |
| Rhumbline Advisers | 92,088 | $353.3 萬 | 0.00% | +2,088+2.3% | 加碼 |
| New York State Common Retirement Fund | 94,635 | $363.1 萬 | 0.00% | +17,840+23.2% | 加碼 |
| Advisors Asset Management, Inc. | 96,538 | $370.4 萬 | 0.08% | −3,024−3.0% | 減碼 |
| Natixis Advisors, L.P. | 99,800 | $383.0 萬 | 0.01% | +53,422+115.2% | 加碼 |
| Envestnet Asset Management Inc | 100,178 | $384.4 萬 | 0.00% | +2,636+2.7% | 加碼 |
| Regions Financial Corp | 102,470 | $393.2 萬 | 0.04% | −4,046−3.8% | 減碼 |
| Nicholas Investment Partners, LP | 112,078 | $430.0 萬 | 0.38% | +112,078 | 新進 |
| Vestcor Inc | 116,717 | $447.8 萬 | 0.16% | +57,992+98.8% | 加碼 |
| FMR LLC | 132,636 | $508.9 萬 | 0.00% | −44,537−25.1% | 減碼 |
| UBS Group AG | 147,568 | $566.2 萬 | 0.00% | +3,590+2.5% | 加碼 |
| Swiss National Bank | 154,800 | $594.0 萬 | 0.00% | +1,100+0.7% | 加碼 |
| Stifel Financial Corp | 157,851 | $605.7 萬 | 0.01% | −16,410−9.4% | 減碼 |
| First Republic Investment Management, Inc. | 158,380 | $607.7 萬 | 0.01% | −183,978−53.7% | 減碼 |
| Winslow Asset Management Inc | 170,003 | $652.3 萬 | 1.54% | −917−0.5% | 減碼 |
| Deutsche Bank AG | 175,732 | $674.3 萬 | 0.00% | +3,414+2.0% | 加碼 |
| SEI Investments Co | 183,084 | $702.5 萬 | 0.02% | +5,163+2.9% | 加碼 |
| American Century Companies Inc | 185,266 | $710.9 萬 | 0.01% | +1,659+0.9% | 加碼 |
| Nuveen Asset Management, LLC | 190,196 | $729.7 萬 | 0.00% | −35,054−15.6% | 減碼 |
| Royal Bank of Canada | 198,086 | $760.1 萬 | 0.00% | +8,797+4.6% | 加碼 |
| Invesco Ltd. | 225,764 | $866.3 萬 | 0.00% | −66,192−22.7% | 減碼 |