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。
2023 年第 1 季 13F 持有人
Moelis & Co 在 2023/3/31 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
- 245
- 較 2022 年第 4 季 +5 家
- 持有股數
- 6,571 萬
- 較 2022 年第 4 季 +201.8 萬 (+3.2%)
- 總市值
- $25.3 億
- 較 2022 年第 4 季 +$8,341 萬 (+3.4%)
- 新進機構
- 26
- 另有 98 家加碼
- 清倉機構
- 21
- 另有 83 家減碼
另有 1 家機構在 2022 年第 4 季持有、還沒有申報 2023 年第 1 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 |
2023 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Kayne Anderson Rudnick Investment Management LLC | 7,010,589 | $2.69 億 | 0.79% | +272,370+4.0% | 加碼 |
| Vanguard Group Inc | 6,649,208 | $2.56 億 | 0.01% | +135,366+2.1% | 加碼 |
| BlackRock Inc. | 5,368,751 | $2.06 億 | 0.01% | −213,171−3.8% | 減碼 |
| Wasatch Advisors Inc | 4,536,937 | $1.74 億 | 1.09% | +614,890+15.7% | 加碼 |
| London Co of Virginia | 3,556,059 | $1.37 億 | 0.79% | −46,137−1.3% | 減碼 |
| Timucuan Asset Management Inc | 2,590,368 | $9,957 萬 | 4.17% | +128,183+5.2% | 加碼 |
| Alliancebernstein L.P. | 2,473,296 | $9,507 萬 | 0.04% | −433,792−14.9% | 減碼 |
| JPMorgan Chase & Co | 2,304,524 | $8,859 萬 | 0.01% | −206,816−8.2% | 減碼 |
| Heard Capital LLC | 1,754,739 | $6,745 萬 | 5.61% | +146,341+9.1% | 加碼 |
| Westwood Holdings Group Inc. | 1,402,966 | $5,393 萬 | 0.49% | −253,899−15.3% | 減碼 |
| Lord, Abbett & Co. LLC | 1,381,921 | $5,312 萬 | 0.19% | +567,794+69.7% | 加碼 |
| State Street Corp | 1,366,493 | $5,253 萬 | 0.00% | +42,078+3.2% | 加碼 |
| Geode Capital Management, LLC | 1,306,547 | $5,022 萬 | 0.01% | +17,009+1.3% | 加碼 |
| Madison Asset Management, LLC | 1,299,712 | $4,996 萬 | 0.76% | +504,896+63.5% | 加碼 |
| Artisan Partners Limited Partnership | 1,212,066 | $4,659 萬 | 0.08% | −63,984−5.0% | 減碼 |
| Wells Fargo & Company | 1,084,230 | $4,168 萬 | 0.01% | +76,751+7.6% | 加碼 |
| Dimensional Fund Advisors LP | 1,036,890 | $3,985 萬 | 0.01% | +20,919+2.1% | 加碼 |
| Ameriprise Financial Inc | 1,035,381 | $3,980 萬 | 0.01% | +169,028+19.5% | 加碼 |
| HighTower Advisors, LLC | 948,932 | $3,645 萬 | 0.08% | +309,912+48.5% | 加碼 |
| Capital World Investors | 719,000 | $2,764 萬 | 0.01% | 00.0% | 不變 |
| Charles Schwab Investment Management Inc | 705,312 | $2,711 萬 | 0.01% | +19,879+2.9% | 加碼 |
| Morgan Stanley | 697,482 | $2,681 萬 | 0.00% | −121,178−14.8% | 減碼 |
| Bank of New York Mellon Corp | 678,348 | $2,608 萬 | 0.01% | −4,404−0.6% | 減碼 |
| Norges Bank | 642,121 | $2,468 萬 | 0.01% | +108,011+20.2% | 加碼 |
| Emerald Advisers, LLC | 633,983 | $2,437 萬 | 1.17% | −100,709−13.7% | 減碼 |
| Northern Trust Corp | 622,083 | $2,391 萬 | 0.00% | +903+0.1% | 加碼 |
| Bamco Inc | 596,430 | $2,293 萬 | 0.07% | −1,600−0.3% | 減碼 |
| Vaughan Nelson Investment Management, L.P. | 575,897 | $2,214 萬 | 0.27% | −11,060−1.9% | 減碼 |
| Bank of America Corp | 569,967 | $2,191 萬 | 0.00% | +31,962+5.9% | 加碼 |
| Emerald Mutual Fund Advisers Trust | 522,721 | $2,009 萬 | 1.19% | −78,017−13.0% | 減碼 |
| Cramer Rosenthal McGlynn LLC | 482,927 | $1,856 萬 | 0.84% | +482,927 | 新進 |
| Royce & Associates LP | 447,833 | $1,721 萬 | 0.17% | −93,188−17.2% | 減碼 |
| Tributary Capital Management, LLC | 447,507 | $1,720 萬 | 1.59% | +18,680+4.4% | 加碼 |
| Principal Financial Group Inc | 420,500 | $1,616 萬 | 0.01% | −54,440−11.5% | 減碼 |
| Raymond James & Associates | 403,008 | $1,549 萬 | 0.01% | +16,534+4.3% | 加碼 |
| Capital Management Corp | 323,174 | $1,242 萬 | 2.85% | −63,765−16.5% | 減碼 |
| Royal Bank of Canada | 319,247 | $1,227 萬 | 0.00% | +121,161+61.2% | 加碼 |
| Newport Capital Group, LLC | 297,989 | $1,143 萬 | 13.14% | +297,989 | 新進 |
| Goldman Sachs Group Inc | 274,024 | $1,053 萬 | 0.00% | +10,840+4.1% | 加碼 |
| Victory Capital Management Inc | 272,445 | $1,047 萬 | 0.01% | −67,902−20.0% | 減碼 |
| SEI Investments Co | 267,156 | $1,027 萬 | 0.02% | +84,072+45.9% | 加碼 |
| Invesco Ltd. | 247,598 | $951.8 萬 | 0.00% | +21,834+9.7% | 加碼 |
| Jennison Associates LLC | 218,207 | $838.8 萬 | 0.01% | −28,324−11.5% | 減碼 |
| Stifel Financial Corp | 209,301 | $804.6 萬 | 0.01% | +51,450+32.6% | 加碼 |
| Deutsche Bank AG | 187,674 | $721.4 萬 | 0.00% | +11,942+6.8% | 加碼 |
| First Republic Investment Management, Inc. | 182,010 | $699.6 萬 | 0.01% | +23,630+14.9% | 加碼 |
| First Trust Advisors LP | 178,404 | $685.8 萬 | 0.01% | −78,976−30.7% | 減碼 |
| Adirondack Retirement Specialists, Inc. | 176,308 | $658.0 萬 | 5.48% | −121,680−40.8% | 減碼 |
| Winslow Asset Management Inc | 169,964 | $653.3 萬 | 1.52% | −390.0% | 減碼 |
| Nuveen Asset Management, LLC | 168,195 | $646.5 萬 | 0.00% | −22,001−11.6% | 減碼 |
| UBS Group AG | 143,341 | $551.0 萬 | 0.00% | −4,227−2.9% | 減碼 |
| Swiss National Bank | 138,000 | $530.5 萬 | 0.00% | −16,800−10.9% | 減碼 |
| Vestcor Inc | 116,717 | $448.7 萬 | 0.16% | 00.0% | 不變 |
| Envestnet Asset Management Inc | 115,649 | $444.6 萬 | 0.00% | +15,471+15.4% | 加碼 |
| Regions Financial Corp | 107,183 | $412.0 萬 | 0.04% | +4,713+4.6% | 加碼 |
| American Century Companies Inc | 108,677 | $403.7 萬 | 0.00% | −76,589−41.3% | 減碼 |
| Natixis Advisors, L.P. | 100,813 | $387.5 萬 | 0.01% | +1,013+1.0% | 加碼 |
| FMR LLC | 97,545 | $375.0 萬 | 0.00% | −35,091−26.5% | 減碼 |
| Citadel Advisors LLC | 96,487 | $370.9 萬 | 0.00% | +94,085+3,916.9% | 加碼 |
| Rhumbline Advisers | 93,549 | $359.6 萬 | 0.00% | +1,461+1.6% | 加碼 |
| Grandeur Peak Global Advisors, LLC | 92,241 | $354.6 萬 | 0.22% | +42,139+84.1% | 加碼 |
| Public Employees Retirement System of Ohio | 84,520 | $324.9 萬 | 0.01% | −926−1.1% | 減碼 |
| California State Teachers Retirement System | 79,911 | $307.2 萬 | 0.00% | −1,290−1.6% | 減碼 |
| Fisher Asset Management, LLC | 77,903 | $299.5 萬 | 0.00% | +794+1.0% | 加碼 |
| B. Metzler seel. Sohn & Co. AG | 77,599 | $298.3 萬 | 0.05% | +9,224+13.5% | 加碼 |
| BlueCrest Capital Management Ltd | 75,464 | $290.1 萬 | 0.31% | +75,464 | 新進 |
| UBS Asset Management Americas Inc | 75,227 | $289.2 萬 | 0.00% | +75,227 | 新進 |
| New York State Common Retirement Fund | 75,080 | $288.6 萬 | 0.00% | −19,555−20.7% | 減碼 |
| Nicholas Investment Partners, LP | 72,793 | $279.8 萬 | 0.21% | −39,285−35.1% | 減碼 |
| Schroder Investment Management Group | 67,444 | $259.3 萬 | 0.00% | −20,611−23.4% | 減碼 |
| Susquehanna International Group, LLP | 65,736 | $252.7 萬 | 0.00% | +47,702+264.5% | 加碼 |
| Alps Advisors Inc | 63,763 | $245.1 萬 | 0.02% | +7,024+12.4% | 加碼 |
| Legal & General Group Plc | 63,137 | $242.7 萬 | 0.00% | +4,211+7.1% | 加碼 |
| Advisors Asset Management, Inc. | 61,525 | $236.5 萬 | 0.05% | −35,013−36.3% | 減碼 |
| Mutual of America Capital Management LLC | 61,469 | $236.3 萬 | 0.03% | −1,928−3.0% | 減碼 |
| Holocene Advisors, LP | 61,072 | $234.8 萬 | 0.01% | +8,741+16.7% | 加碼 |
| Brinker Capital Investments, LLC | 57,392 | $220.6 萬 | 0.03% | −3,573−5.9% | 減碼 |
| Orion Portfolio Solutions, LLC | 57,392 | $220.6 萬 | 0.03% | +57,392 | 新進 |
| Moran Wealth Management, LLC | 54,778 | $210.6 萬 | 0.08% | +21,525+64.7% | 加碼 |
| Credit Suisse AG | 54,023 | $207.7 萬 | 0.00% | +584+1.1% | 加碼 |
| Neuberger Berman Group LLC | 52,912 | $203.4 萬 | 0.00% | −4,446−7.8% | 減碼 |
| State of New Jersey Common Pension Fund D | 52,727 | $202.7 萬 | 0.01% | 00.0% | 不變 |
| First National Bank of Omaha | 52,635 | $202.3 萬 | 0.12% | −499−0.9% | 減碼 |
| Man Group plc | – | $200.2 萬 | 0.01% | – | – |
| NewEdge Wealth, LLC | 51,947 | $199.7 萬 | 0.08% | −2,905−5.3% | 減碼 |
| Vestmark Advisory Solutions, Inc. | 51,947 | $199.7 萬 | 0.09% | −2,532−4.6% | 減碼 |
| CenterBook Partners LP | 51,422 | $197.7 萬 | 0.28% | +22,491+77.7% | 加碼 |
| Park Circle Co | 50,176 | $192.9 萬 | 1.87% | 00.0% | 不變 |
| Cornerstone Investment Partners, LLC | 49,034 | $188.5 萬 | 0.12% | +175+0.4% | 加碼 |
| Salvus Wealth Management, LLC | 49,022 | $188.4 萬 | 1.52% | +750+1.6% | 加碼 |
| LPL Financial LLC | 48,667 | $187.1 萬 | 0.00% | +6,755+16.1% | 加碼 |
| Barclays PLC | 48,030 | $184.6 萬 | 0.00% | +15,377+47.1% | 加碼 |
| First Eagle Investment Management, LLC | 47,738 | $183.5 萬 | 0.00% | +47,738 | 新進 |
| Oppenheimer Asset Management Inc. | 47,426 | $182.3 萬 | 0.03% | +14,839+45.5% | 加碼 |
| PDT Partners, LLC | 45,953 | $176.6 萬 | 0.24% | +45,953 | 新進 |
| BNP Paribas Arbitrage, SA | 44,626 | $171.5 萬 | 0.00% | +26,033+140.0% | 加碼 |
| Janney Montgomery Scott LLC | 42,681 | $164.1 萬 | 0.01% | +13,173+44.6% | 加碼 |
| Eagle Rock Investment Company, LLC | 41,441 | $159.3 萬 | 0.37% | −49−0.1% | 減碼 |
| Verdence Capital Advisors LLC | 37,247 | $143.2 萬 | 0.17% | +19,410+108.8% | 加碼 |
| CM Wealth Advisors LLC | 35,096 | $142.5 萬 | 0.28% | +35,096 | 新進 |