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 |
|---|---|---|---|---|---|
| Manufacturers Life Insurance Company, The | 25,435 | $97.6 萬 | 0.00% | −9,999−28.2% | 減碼 |
| STRS Ohio | 25,100 | $96.3 萬 | 0.00% | −3,400−11.9% | 減碼 |
| Hennion & Walsh Asset Management, Inc. | 24,851 | $95.4 萬 | 0.06% | +4,125+19.9% | 加碼 |
| AMG National Trust Bank | 24,614 | $94.4 萬 | 0.03% | +13,184+115.3% | 加碼 |
| Voya Investment Management LLC | 24,071 | $92.4 萬 | 0.00% | −130−0.5% | 減碼 |
| Macquarie Group Ltd | 23,992 | $92.1 萬 | 0.00% | −5,822−19.5% | 減碼 |
| Price T Rowe Associates Inc | 23,512 | $90.2 萬 | 0.00% | −6,005−20.3% | 減碼 |
| Schonfeld Strategic Advisors LLC | 22,400 | $85.9 萬 | 0.01% | −12,000−34.9% | 減碼 |
| Janus Henderson Group PLC | 21,525 | $82.6 萬 | 0.00% | −1,843−7.9% | 減碼 |
| Hamilton Capital Partners Inc. | 20,866 | $80.1 萬 | 0.34% | +20,866 | 新進 |
| Jane Street Group, LLC | 20,147 | $77.3 萬 | 0.00% | +9,780+94.3% | 加碼 |
| Nisa Investment Advisors, LLC | 19,793 | $75.9 萬 | 0.01% | +4,800+32.0% | 加碼 |
| Ensign Peak Advisors, Inc | 18,900 | $72.5 萬 | 0.00% | +18,900 | 新進 |
| Asset Management One Co.,Ltd. | 18,502 | $71.8 萬 | 0.00% | −35,424−65.7% | 減碼 |
| BNP Paribas Arbitrage, SA | 18,593 | $71.3 萬 | 0.00% | −12,602−40.4% | 減碼 |
| Arizona State Retirement System | 18,080 | $69.4 萬 | 0.01% | +463+2.6% | 加碼 |
| Susquehanna International Group, LLP | 18,034 | $69.2 萬 | 0.00% | −5,976−24.9% | 減碼 |
| Verdence Capital Advisors LLC | 17,837 | $68.4 萬 | 0.08% | −20,440−53.4% | 減碼 |
| Ergoteles LLC | 17,540 | $67.3 萬 | 0.02% | +17,540 | 新進 |
| Campbell Newman Asset Management Inc | 15,473 | $59.4 萬 | 0.06% | +503+3.4% | 加碼 |
| Heritage Wealth Management, LLC | 15,178 | $58.2 萬 | 0.08% | +8,785+137.4% | 加碼 |
| Quadrature Capital Ltd | 15,124 | $58.0 萬 | 0.02% | +15,124 | 新進 |
| Jupiter Asset Management Ltd | 15,037 | $57.7 萬 | 0.01% | −21,715−59.1% | 減碼 |
| Y-Intercept (Hong Kong) Ltd | 14,906 | $57.2 萬 | 0.08% | +14,906 | 新進 |
| Harbor Advisors LLC | 14,800 | $56.8 萬 | 0.14% | 00.0% | 不變 |
| Legato Capital Management LLC | 14,747 | $56.6 萬 | 0.11% | +14,747 | 新進 |
| US Bancorp | 14,562 | $55.9 萬 | 0.00% | −44−0.3% | 減碼 |
| Advisor Group Holdings, Inc. | 14,321 | $55.1 萬 | 0.00% | +2,168+17.8% | 加碼 |
| State Board of Administration of Florida Retirement System | 14,043 | $53.9 萬 | 0.00% | +700+5.2% | 加碼 |
| Panagora Asset Management Inc | 13,920 | $53.4 萬 | 0.00% | −3,338−19.3% | 減碼 |
| Naples Global Advisors, LLC | 13,191 | $50.6 萬 | 0.06% | +910+7.4% | 加碼 |
| Mercer Global Advisors Inc | 13,054 | $50.1 萬 | 0.00% | +456+3.6% | 加碼 |
| Gabelli Funds LLC | 12,900 | $49.5 萬 | 0.00% | +12,900 | 新進 |
| SkyView Investment Advisors, LLC | 12,688 | $48.7 萬 | 0.15% | +173+1.4% | 加碼 |
| First Hawaiian Bank | 12,626 | $48.4 萬 | 0.02% | 00.0% | 不變 |
| New York Life Investment Management LLC | 12,080 | $46.4 萬 | 0.01% | +1,359+12.7% | 加碼 |
| Squarepoint Ops LLC | 11,882 | $45.6 萬 | 0.00% | −59,213−83.3% | 減碼 |
| KB Financial Partners, LLC | 11,870 | $45.5 萬 | 0.16% | +73+0.6% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 11,816 | $45.3 萬 | 0.00% | +32+0.3% | 加碼 |
| Quantum Private Wealth, LLC | 11,765 | $45.1 萬 | 0.29% | −296−2.5% | 減碼 |
| Handelsbanken Fonder AB | 11,751 | $45.1 萬 | 0.00% | 00.0% | 不變 |
| Great West Life Assurance Co | 11,403 | $43.9 萬 | 0.00% | +2,598+29.5% | 加碼 |
| Versor Investments LP | 11,064 | $42.5 萬 | 0.04% | −28,344−71.9% | 減碼 |
| Wesbanco Bank Inc | 10,928 | $41.9 萬 | 0.02% | +10,928 | 新進 |
| Captrust Financial Advisors | 10,675 | $41.0 萬 | 0.00% | +25+0.2% | 加碼 |
| O'Shaughnessy Asset Management, LLC | 10,609 | $40.7 萬 | 0.01% | −423−3.8% | 減碼 |
| Sigma Planning Corp | 10,151 | $39.0 萬 | 0.01% | +579+6.0% | 加碼 |
| Curated Wealth Partners LLC | 9,820 | $37.7 萬 | 0.09% | −111−1.1% | 減碼 |
| Pitcairn Co | 9,508 | $36.5 萬 | 0.04% | +2,238+30.8% | 加碼 |
| Teacher Retirement System of Texas | 9,315 | $35.7 萬 | 0.00% | +15+0.2% | 加碼 |
| Amalgamated Bank | 9,281 | $35.6 萬 | 0.00% | +66+0.7% | 加碼 |
| Drive Wealth Management, LLC | 9,251 | $35.5 萬 | 0.18% | +9,251 | 新進 |
| Steward Partners Investment Advisory, LLC | 8,633 | $33.1 萬 | 0.01% | +1,690+24.3% | 加碼 |
| ProShare Advisors LLC | 8,203 | $31.5 萬 | 0.00% | +1,175+16.7% | 加碼 |
| DGS Capital Management, LLC | 8,149 | $31.3 萬 | 0.20% | +1,046+14.7% | 加碼 |
| Pictet Asset Management SA | 8,033 | $30.8 萬 | 0.00% | +8,033 | 新進 |
| Dynamic Technology Lab Private Ltd | 7,965 | $30.6 萬 | 0.03% | +7,965 | 新進 |
| Capital Impact Advisors, LLC | 7,872 | $30.2 萬 | 0.30% | −1,228−13.5% | 減碼 |
| Public Employees Retirement Association of Colorado | 7,648 | $29.3 萬 | 0.00% | 00.0% | 不變 |
| BTC Capital Management, Inc. | 7,595 | $29.1 萬 | 0.04% | +705+10.2% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 7,410 | $28.4 萬 | 0.00% | 00.0% | 不變 |
| Raymond James Financial Services Advisors, Inc. | 7,323 | $28.1 萬 | 0.00% | +311+4.4% | 加碼 |
| Millennium Management LLC | 7,277 | $27.9 萬 | 0.00% | −9,688−57.1% | 減碼 |
| MML Investors Services, LLC | 7,211 | $27.7 萬 | 0.00% | +336+4.9% | 加碼 |
| Parallel Advisors, LLC | 7,123 | $27.3 萬 | 0.01% | +6,894+3,010.5% | 加碼 |
| JustInvest LLC | 6,790 | $26.1 萬 | 0.01% | +145+2.2% | 加碼 |
| D.A. Davidson & Co. | 6,666 | $25.9 萬 | 0.00% | 00.0% | 不變 |
| SG Americas Securities, LLC | 6,488 | $24.9 萬 | 0.00% | −4,453−40.7% | 減碼 |
| Peak Financial Advisors LLC | 6,392 | $24.5 萬 | 0.22% | −519−7.5% | 減碼 |
| Juncture Wealth Strategies, LLC | 6,300 | $24.2 萬 | 0.12% | +6,300 | 新進 |
| Ameritas Investment Partners, Inc. | 5,101 | $23.5 萬 | 0.01% | +304+6.3% | 加碼 |
| Mitsubishi UFJ Trust & Banking Corp | 6,075 | $23.3 萬 | 0.00% | +5,492+942.0% | 加碼 |
| Riverview Capital Advisers, LLC | 5,980 | $22.9 萬 | 0.12% | 00.0% | 不變 |
| Mariner, LLC | 5,959 | $22.9 萬 | 0.00% | +5,959 | 新進 |
| Prudential Financial Inc | 5,867 | $22.5 萬 | 0.00% | +5,867 | 新進 |
| Meeder Asset Management Inc | 5,804 | $22.3 萬 | 0.02% | 00.0% | 不變 |
| Capital Investment Advisory Services, LLC | 5,755 | $22.1 萬 | 0.03% | −494−7.9% | 減碼 |
| Kolinsky Wealth Management, LLC | 5,610 | $21.5 萬 | 0.25% | +5,610 | 新進 |
| O'Rourke & Company, Inc | 5,438 | $20.9 萬 | 0.17% | +5,438 | 新進 |
| Martingale Asset Management L P | 5,312 | $20.4 萬 | 0.00% | −4,812−47.5% | 減碼 |
| Shell Asset Management Co | 5,143 | $19.7 萬 | 0.01% | −1,093−17.5% | 減碼 |
| Rockefeller Capital Management L.P. | 5,021 | $19.2 萬 | 0.00% | +5+0.1% | 加碼 |
| Citigroup Inc | 4,314 | $16.6 萬 | 0.00% | −594−12.1% | 減碼 |
| Metropolitan Life Insurance Co | 3,893 | $14.9 萬 | 0.01% | 00.0% | 不變 |
| Glassy Mountain Advisors, Inc. | 3,000 | $11.5 萬 | 0.06% | +3,000 | 新進 |
| Covestor Ltd | 2,451 | $9.40 萬 | 0.08% | −898−26.8% | 減碼 |
| Citadel Advisors LLC | 2,402 | $9.22 萬 | 0.00% | −115,740−98.0% | 減碼 |
| Allspring Global Investments Holdings, LLC | 2,138 | $8.20 萬 | 0.00% | −47−2.2% | 減碼 |
| Belpointe Asset Management LLC | 1,800 | $6.91 萬 | 0.00% | +1,800 | 新進 |
| Signaturefd, LLC | 1,754 | $6.73 萬 | 0.00% | +489+38.7% | 加碼 |
| Tradition Wealth Management, LLC | 1,194 | $4.60 萬 | 0.01% | 00.0% | 不變 |
| First Horizon Advisors, Inc. | 1,099 | $4.22 萬 | 0.00% | +50+4.8% | 加碼 |
| EverSource Wealth Advisors, LLC | 1,044 | $4.01 萬 | 0.01% | −1,165−52.7% | 減碼 |
| Exchange Traded Concepts, LLC | 1,030 | $3.95 萬 | 0.00% | −60−5.5% | 減碼 |
| Umb Bank N A | 875 | $3.40 萬 | 0.00% | −19−2.1% | 減碼 |
| Eagle Bay Advisors LLC | 783 | $3.00 萬 | 0.02% | 00.0% | 不變 |
| Quadrant Capital Group LLC | 769 | $2.95 萬 | 0.00% | +660+605.5% | 加碼 |
| City State Bank | 750 | $2.90 萬 | 0.02% | 00.0% | 不變 |
| Amundi | 646 | $2.48 萬 | 0.00% | 00.0% | 不變 |
| Private Trust Co NA | 614 | $2.40 萬 | 0.00% | −13−2.1% | 減碼 |