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 |
|---|---|---|---|---|---|
| Handelsbanken Fonder AB | 11,751 | $45.2 萬 | 0.00% | 00.0% | 不變 |
| Quantum Private Wealth, LLC | 11,765 | $45.2 萬 | 0.24% | 00.0% | 不變 |
| Y-Intercept (Hong Kong) Ltd | 11,921 | $45.8 萬 | 0.05% | −2,985−20.0% | 減碼 |
| TownSquare Capital, LLC | 12,130 | $46.6 萬 | 0.01% | +12,130 | 新進 |
| KB Financial Partners, LLC | 12,611 | $48.5 萬 | 0.14% | +741+6.2% | 加碼 |
| Resources Investment Advisors, LLC. | 12,620 | $48.5 萬 | 0.01% | +12,620 | 新進 |
| First Hawaiian Bank | 12,626 | $48.5 萬 | 0.02% | 00.0% | 不變 |
| Naples Global Advisors, LLC | 12,841 | $49.4 萬 | 0.06% | −350−2.7% | 減碼 |
| Great West Life Assurance Co | 12,932 | $49.8 萬 | 0.00% | +1,529+13.4% | 加碼 |
| SkyView Investment Advisors, LLC | 13,779 | $53.0 萬 | 0.12% | +1,091+8.6% | 加碼 |
| State Board of Administration of Florida Retirement System | 14,043 | $54.0 萬 | 0.00% | 00.0% | 不變 |
| Harbor Advisors LLC | 14,800 | $56.9 萬 | 0.13% | 00.0% | 不變 |
| US Bancorp | 15,225 | $58.5 萬 | 0.00% | +663+4.6% | 加碼 |
| DFPG Investments, LLC | 15,445 | $59.4 萬 | 0.06% | +15,445 | 新進 |
| Campbell Newman Asset Management Inc | 15,628 | $60.1 萬 | 0.06% | +155+1.0% | 加碼 |
| SG Americas Securities, LLC | 17,391 | $66.9 萬 | 0.01% | +10,903+168.0% | 加碼 |
| Arizona State Retirement System | 18,534 | $71.2 萬 | 0.01% | +454+2.5% | 加碼 |
| Nisa Investment Advisors, LLC | 18,942 | $72.8 萬 | 0.01% | −851−4.3% | 減碼 |
| Quadrature Capital Ltd | 19,430 | $74.7 萬 | 0.02% | +4,306+28.5% | 加碼 |
| Asset Management One Co.,Ltd. | 19,560 | $75.2 萬 | 0.00% | +1,058+5.7% | 加碼 |
| Advisor Group Holdings, Inc. | 21,425 | $82.4 萬 | 0.00% | +7,104+49.6% | 加碼 |
| Ensign Peak Advisors, Inc | 22,150 | $85.1 萬 | 0.00% | +3,250+17.2% | 加碼 |
| Russell Investments Group, Ltd. | 23,375 | $89.9 萬 | 0.00% | −25,783−52.4% | 減碼 |
| Jane Street Group, LLC | 23,412 | $90.0 萬 | 0.00% | +3,265+16.2% | 加碼 |
| Jump Financial, LLC | 23,700 | $91.1 萬 | 0.04% | +23,700 | 新進 |
| Voya Investment Management LLC | 23,904 | $91.9 萬 | 0.00% | −167−0.7% | 減碼 |
| Federation des caisses Desjardins du Quebec | 24,465 | $94.0 萬 | 0.01% | −2,770−10.2% | 減碼 |
| Price T Rowe Associates Inc | 24,578 | $94.5 萬 | 0.00% | +1,066+4.5% | 加碼 |
| STRS Ohio | 25,500 | $98.0 萬 | 0.00% | +400+1.6% | 加碼 |
| Manufacturers Life Insurance Company, The | 25,521 | $98.1 萬 | 0.00% | +86+0.3% | 加碼 |
| Schonfeld Strategic Advisors LLC | 26,126 | $100.4 萬 | 0.01% | +3,726+16.6% | 加碼 |
| AMG National Trust Bank | 26,853 | $103.2 萬 | 0.04% | +2,239+9.1% | 加碼 |
| Janus Henderson Group PLC | 27,134 | $104.3 萬 | 0.00% | +5,609+26.1% | 加碼 |
| Macquarie Group Ltd | 27,520 | $105.8 萬 | 0.00% | +3,528+14.7% | 加碼 |
| Mirae Asset Global Investments Co., Ltd. | 27,743 | $106.6 萬 | 0.00% | +415+1.5% | 加碼 |
| Gabelli Funds LLC | 28,300 | $108.8 萬 | 0.01% | +15,400+119.4% | 加碼 |
| Hennion & Walsh Asset Management, Inc. | 29,951 | $115.1 萬 | 0.07% | +5,100+20.5% | 加碼 |
| American International Group, Inc. | 30,766 | $118.3 萬 | 0.01% | +612+2.0% | 加碼 |
| Richard P Slaughter Associates Inc | 30,830 | $118.5 萬 | 0.39% | +2,128+7.4% | 加碼 |
| Magnetar Financial LLC | 31,685 | $121.8 萬 | 0.02% | +31,685 | 新進 |
| The PNC Financial Services Group, Inc. | 33,457 | $128.6 萬 | 0.00% | +6,136+22.5% | 加碼 |
| MetLife Investment Management | 33,540 | $128.9 萬 | 0.01% | 00.0% | 不變 |
| Squarepoint Ops LLC | 33,543 | $128.9 萬 | 0.01% | +21,661+182.3% | 加碼 |
| Alberta Investment Management Corp | 34,943 | $134.3 萬 | 0.01% | +6,675+23.6% | 加碼 |
| Chevy Chase Trust Holdings, Inc. | 36,431 | $140.0 萬 | 0.01% | −786−2.1% | 減碼 |
| CM Wealth Advisors LLC | 35,096 | $142.5 萬 | 0.28% | +35,096 | 新進 |
| Verdence Capital Advisors LLC | 37,247 | $143.2 萬 | 0.17% | +19,410+108.8% | 加碼 |
| Eagle Rock Investment Company, LLC | 41,441 | $159.3 萬 | 0.37% | −49−0.1% | 減碼 |
| Janney Montgomery Scott LLC | 42,681 | $164.1 萬 | 0.01% | +13,173+44.6% | 加碼 |
| BNP Paribas Arbitrage, SA | 44,626 | $171.5 萬 | 0.00% | +26,033+140.0% | 加碼 |
| PDT Partners, LLC | 45,953 | $176.6 萬 | 0.24% | +45,953 | 新進 |
| Oppenheimer Asset Management Inc. | 47,426 | $182.3 萬 | 0.03% | +14,839+45.5% | 加碼 |
| First Eagle Investment Management, LLC | 47,738 | $183.5 萬 | 0.00% | +47,738 | 新進 |
| Barclays PLC | 48,030 | $184.6 萬 | 0.00% | +15,377+47.1% | 加碼 |
| LPL Financial LLC | 48,667 | $187.1 萬 | 0.00% | +6,755+16.1% | 加碼 |
| Salvus Wealth Management, LLC | 49,022 | $188.4 萬 | 1.52% | +750+1.6% | 加碼 |
| Cornerstone Investment Partners, LLC | 49,034 | $188.5 萬 | 0.12% | +175+0.4% | 加碼 |
| Park Circle Co | 50,176 | $192.9 萬 | 1.87% | 00.0% | 不變 |
| CenterBook Partners LP | 51,422 | $197.7 萬 | 0.28% | +22,491+77.7% | 加碼 |
| 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 |
| Man Group plc | – | $200.2 萬 | 0.01% | – | – |
| First National Bank of Omaha | 52,635 | $202.3 萬 | 0.12% | −499−0.9% | 減碼 |
| State of New Jersey Common Pension Fund D | 52,727 | $202.7 萬 | 0.01% | 00.0% | 不變 |
| Neuberger Berman Group LLC | 52,912 | $203.4 萬 | 0.00% | −4,446−7.8% | 減碼 |
| Credit Suisse AG | 54,023 | $207.7 萬 | 0.00% | +584+1.1% | 加碼 |
| Moran Wealth Management, LLC | 54,778 | $210.6 萬 | 0.08% | +21,525+64.7% | 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 |
| Holocene Advisors, LP | 61,072 | $234.8 萬 | 0.01% | +8,741+16.7% | 加碼 |
| Mutual of America Capital Management LLC | 61,469 | $236.3 萬 | 0.03% | −1,928−3.0% | 減碼 |
| Advisors Asset Management, Inc. | 61,525 | $236.5 萬 | 0.05% | −35,013−36.3% | 減碼 |
| Legal & General Group Plc | 63,137 | $242.7 萬 | 0.00% | +4,211+7.1% | 加碼 |
| Alps Advisors Inc | 63,763 | $245.1 萬 | 0.02% | +7,024+12.4% | 加碼 |
| Susquehanna International Group, LLP | 65,736 | $252.7 萬 | 0.00% | +47,702+264.5% | 加碼 |
| Schroder Investment Management Group | 67,444 | $259.3 萬 | 0.00% | −20,611−23.4% | 減碼 |
| Nicholas Investment Partners, LP | 72,793 | $279.8 萬 | 0.21% | −39,285−35.1% | 減碼 |
| New York State Common Retirement Fund | 75,080 | $288.6 萬 | 0.00% | −19,555−20.7% | 減碼 |
| UBS Asset Management Americas Inc | 75,227 | $289.2 萬 | 0.00% | +75,227 | 新進 |
| BlueCrest Capital Management Ltd | 75,464 | $290.1 萬 | 0.31% | +75,464 | 新進 |
| B. Metzler seel. Sohn & Co. AG | 77,599 | $298.3 萬 | 0.05% | +9,224+13.5% | 加碼 |
| Fisher Asset Management, LLC | 77,903 | $299.5 萬 | 0.00% | +794+1.0% | 加碼 |
| California State Teachers Retirement System | 79,911 | $307.2 萬 | 0.00% | −1,290−1.6% | 減碼 |
| Public Employees Retirement System of Ohio | 84,520 | $324.9 萬 | 0.01% | −926−1.1% | 減碼 |
| Grandeur Peak Global Advisors, LLC | 92,241 | $354.6 萬 | 0.22% | +42,139+84.1% | 加碼 |
| Rhumbline Advisers | 93,549 | $359.6 萬 | 0.00% | +1,461+1.6% | 加碼 |
| Citadel Advisors LLC | 96,487 | $370.9 萬 | 0.00% | +94,085+3,916.9% | 加碼 |
| FMR LLC | 97,545 | $375.0 萬 | 0.00% | −35,091−26.5% | 減碼 |
| Natixis Advisors, L.P. | 100,813 | $387.5 萬 | 0.01% | +1,013+1.0% | 加碼 |
| American Century Companies Inc | 108,677 | $403.7 萬 | 0.00% | −76,589−41.3% | 減碼 |
| Regions Financial Corp | 107,183 | $412.0 萬 | 0.04% | +4,713+4.6% | 加碼 |
| Envestnet Asset Management Inc | 115,649 | $444.6 萬 | 0.00% | +15,471+15.4% | 加碼 |
| Vestcor Inc | 116,717 | $448.7 萬 | 0.16% | 00.0% | 不變 |
| Swiss National Bank | 138,000 | $530.5 萬 | 0.00% | −16,800−10.9% | 減碼 |
| UBS Group AG | 143,341 | $551.0 萬 | 0.00% | −4,227−2.9% | 減碼 |
| Nuveen Asset Management, LLC | 168,195 | $646.5 萬 | 0.00% | −22,001−11.6% | 減碼 |
| Winslow Asset Management Inc | 169,964 | $653.3 萬 | 1.52% | −390.0% | 減碼 |
| Adirondack Retirement Specialists, Inc. | 176,308 | $658.0 萬 | 5.48% | −121,680−40.8% | 減碼 |
| First Trust Advisors LP | 178,404 | $685.8 萬 | 0.01% | −78,976−30.7% | 減碼 |
| First Republic Investment Management, Inc. | 182,010 | $699.6 萬 | 0.01% | +23,630+14.9% | 加碼 |