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 |
|---|---|---|---|---|---|
| Chevy Chase Trust Holdings, Inc. | 36,431 | $140.0 萬 | 0.01% | −786−2.1% | 減碼 |
| Alberta Investment Management Corp | 34,943 | $134.3 萬 | 0.01% | +6,675+23.6% | 加碼 |
| Squarepoint Ops LLC | 33,543 | $128.9 萬 | 0.01% | +21,661+182.3% | 加碼 |
| MetLife Investment Management | 33,540 | $128.9 萬 | 0.01% | 00.0% | 不變 |
| The PNC Financial Services Group, Inc. | 33,457 | $128.6 萬 | 0.00% | +6,136+22.5% | 加碼 |
| Magnetar Financial LLC | 31,685 | $121.8 萬 | 0.02% | +31,685 | 新進 |
| Richard P Slaughter Associates Inc | 30,830 | $118.5 萬 | 0.39% | +2,128+7.4% | 加碼 |
| American International Group, Inc. | 30,766 | $118.3 萬 | 0.01% | +612+2.0% | 加碼 |
| Hennion & Walsh Asset Management, Inc. | 29,951 | $115.1 萬 | 0.07% | +5,100+20.5% | 加碼 |
| Gabelli Funds LLC | 28,300 | $108.8 萬 | 0.01% | +15,400+119.4% | 加碼 |
| Mirae Asset Global Investments Co., Ltd. | 27,743 | $106.6 萬 | 0.00% | +415+1.5% | 加碼 |
| Macquarie Group Ltd | 27,520 | $105.8 萬 | 0.00% | +3,528+14.7% | 加碼 |
| Janus Henderson Group PLC | 27,134 | $104.3 萬 | 0.00% | +5,609+26.1% | 加碼 |
| AMG National Trust Bank | 26,853 | $103.2 萬 | 0.04% | +2,239+9.1% | 加碼 |
| Schonfeld Strategic Advisors LLC | 26,126 | $100.4 萬 | 0.01% | +3,726+16.6% | 加碼 |
| Manufacturers Life Insurance Company, The | 25,521 | $98.1 萬 | 0.00% | +86+0.3% | 加碼 |
| STRS Ohio | 25,500 | $98.0 萬 | 0.00% | +400+1.6% | 加碼 |
| Price T Rowe Associates Inc | 24,578 | $94.5 萬 | 0.00% | +1,066+4.5% | 加碼 |
| Federation des caisses Desjardins du Quebec | 24,465 | $94.0 萬 | 0.01% | −2,770−10.2% | 減碼 |
| Voya Investment Management LLC | 23,904 | $91.9 萬 | 0.00% | −167−0.7% | 減碼 |
| Jump Financial, LLC | 23,700 | $91.1 萬 | 0.04% | +23,700 | 新進 |
| Jane Street Group, LLC | 23,412 | $90.0 萬 | 0.00% | +3,265+16.2% | 加碼 |
| Russell Investments Group, Ltd. | 23,375 | $89.9 萬 | 0.00% | −25,783−52.4% | 減碼 |
| Ensign Peak Advisors, Inc | 22,150 | $85.1 萬 | 0.00% | +3,250+17.2% | 加碼 |
| Advisor Group Holdings, Inc. | 21,425 | $82.4 萬 | 0.00% | +7,104+49.6% | 加碼 |
| Asset Management One Co.,Ltd. | 19,560 | $75.2 萬 | 0.00% | +1,058+5.7% | 加碼 |
| Quadrature Capital Ltd | 19,430 | $74.7 萬 | 0.02% | +4,306+28.5% | 加碼 |
| Nisa Investment Advisors, LLC | 18,942 | $72.8 萬 | 0.01% | −851−4.3% | 減碼 |
| Arizona State Retirement System | 18,534 | $71.2 萬 | 0.01% | +454+2.5% | 加碼 |
| SG Americas Securities, LLC | 17,391 | $66.9 萬 | 0.01% | +10,903+168.0% | 加碼 |
| Campbell Newman Asset Management Inc | 15,628 | $60.1 萬 | 0.06% | +155+1.0% | 加碼 |
| DFPG Investments, LLC | 15,445 | $59.4 萬 | 0.06% | +15,445 | 新進 |
| US Bancorp | 15,225 | $58.5 萬 | 0.00% | +663+4.6% | 加碼 |
| Harbor Advisors LLC | 14,800 | $56.9 萬 | 0.13% | 00.0% | 不變 |
| State Board of Administration of Florida Retirement System | 14,043 | $54.0 萬 | 0.00% | 00.0% | 不變 |
| SkyView Investment Advisors, LLC | 13,779 | $53.0 萬 | 0.12% | +1,091+8.6% | 加碼 |
| Great West Life Assurance Co | 12,932 | $49.8 萬 | 0.00% | +1,529+13.4% | 加碼 |
| Naples Global Advisors, LLC | 12,841 | $49.4 萬 | 0.06% | −350−2.7% | 減碼 |
| First Hawaiian Bank | 12,626 | $48.5 萬 | 0.02% | 00.0% | 不變 |
| Resources Investment Advisors, LLC. | 12,620 | $48.5 萬 | 0.01% | +12,620 | 新進 |
| KB Financial Partners, LLC | 12,611 | $48.5 萬 | 0.14% | +741+6.2% | 加碼 |
| TownSquare Capital, LLC | 12,130 | $46.6 萬 | 0.01% | +12,130 | 新進 |
| Y-Intercept (Hong Kong) Ltd | 11,921 | $45.8 萬 | 0.05% | −2,985−20.0% | 減碼 |
| Quantum Private Wealth, LLC | 11,765 | $45.2 萬 | 0.24% | 00.0% | 不變 |
| Handelsbanken Fonder AB | 11,751 | $45.2 萬 | 0.00% | 00.0% | 不變 |
| Cambridge Investment Research Advisors, Inc. | 11,677 | $44.9 萬 | 0.00% | −139−1.2% | 減碼 |
| State of Wisconsin Investment Board | 11,357 | $43.7 萬 | 0.00% | −17,931−61.2% | 減碼 |
| Qube Research & Technologies Ltd | 11,219 | $43.1 萬 | 0.00% | +11,219 | 新進 |
| O'Shaughnessy Asset Management, LLC | 11,038 | $42.4 萬 | 0.01% | +429+4.0% | 加碼 |
| Sigma Planning Corp | 10,045 | $38.6 萬 | 0.01% | −106−1.0% | 減碼 |
| Steward Partners Investment Advisory, LLC | 10,041 | $38.6 萬 | 0.01% | +1,408+16.3% | 加碼 |
| Mercer Global Advisors Inc | 9,920 | $38.1 萬 | 0.00% | −3,134−24.0% | 減碼 |
| Curated Wealth Partners LLC | 9,820 | $37.7 萬 | 0.08% | 00.0% | 不變 |
| Wesbanco Bank Inc | 9,796 | $37.7 萬 | 0.02% | −1,132−10.4% | 減碼 |
| Pitcairn Co | 9,491 | $36.5 萬 | 0.03% | −17−0.2% | 減碼 |
| Legato Capital Management LLC | 9,470 | $36.4 萬 | 0.07% | −5,277−35.8% | 減碼 |
| Juncture Wealth Strategies, LLC | 9,400 | $36.1 萬 | 0.18% | +3,100+49.2% | 加碼 |
| Bayesian Capital Management, LP | 9,019 | $34.7 萬 | 0.04% | +9,019 | 新進 |
| Captrust Financial Advisors | 8,451 | $32.5 萬 | 0.00% | −2,224−20.8% | 減碼 |
| Drive Wealth Management, LLC | 8,269 | $31.8 萬 | 0.13% | −982−10.6% | 減碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 8,211 | $31.6 萬 | 0.00% | +801+10.8% | 加碼 |
| Panagora Asset Management Inc | 7,903 | $30.4 萬 | 0.00% | −6,017−43.2% | 減碼 |
| Amalgamated Bank | 7,888 | $30.3 萬 | 0.00% | −1,393−15.0% | 減碼 |
| Capital Impact Advisors, LLC | 7,872 | $30.3 萬 | 0.37% | 00.0% | 不變 |
| Mariner, LLC | 7,846 | $30.2 萬 | 0.00% | +1,887+31.7% | 加碼 |
| Public Employees Retirement Association of Colorado | 7,648 | $29.4 萬 | 0.00% | 00.0% | 不變 |
| DGS Capital Management, LLC | 7,557 | $29.0 萬 | 0.16% | −592−7.3% | 減碼 |
| ProShare Advisors LLC | 7,503 | $28.8 萬 | 0.00% | −700−8.5% | 減碼 |
| Teacher Retirement System of Texas | 7,114 | $27.3 萬 | 0.00% | −2,201−23.6% | 減碼 |
| MML Investors Services, LLC | 7,003 | $26.9 萬 | 0.00% | −208−2.9% | 減碼 |
| Pictet Asset Management SA | 6,893 | $26.5 萬 | 0.00% | −1,140−14.2% | 減碼 |
| Mitsubishi UFJ Trust & Banking Corp | 6,564 | $25.2 萬 | 0.00% | +489+8.0% | 加碼 |
| D.A. Davidson & Co. | 6,666 | $24.8 萬 | 0.00% | 00.0% | 不變 |
| Peak Financial Advisors LLC | 6,366 | $24.5 萬 | 0.21% | −26−0.4% | 減碼 |
| Parallel Advisors, LLC | 6,205 | $23.9 萬 | 0.01% | −918−12.9% | 減碼 |
| Prudential Financial Inc | 6,199 | $23.8 萬 | 0.00% | +332+5.7% | 加碼 |
| Riverview Capital Advisers, LLC | 5,980 | $23.0 萬 | 0.10% | 00.0% | 不變 |
| JustInvest LLC | 5,929 | $22.8 萬 | 0.01% | −861−12.7% | 減碼 |
| Capital Investment Advisory Services, LLC | 5,761 | $22.1 萬 | 0.03% | +6+0.1% | 加碼 |
| Kolinsky Wealth Management, LLC | 5,625 | $21.6 萬 | 0.23% | +15+0.3% | 加碼 |
| Winton Group Ltd | 5,265 | $20.2 萬 | 0.01% | +5,265 | 新進 |
| O'Rourke & Company, Inc | 5,248 | $20.2 萬 | 0.15% | −190−3.5% | 減碼 |
| Truist Financial Corp | 5,221 | $20.1 萬 | 0.00% | +5,221 | 新進 |
| Shell Asset Management Co | 5,125 | $19.7 萬 | 0.01% | −18−0.3% | 減碼 |
| Ameritas Investment Partners, Inc. | 5,101 | $19.6 萬 | 0.01% | 00.0% | 不變 |
| Metropolitan Life Insurance Co | 3,382 | $13.0 萬 | 0.01% | −511−13.1% | 減碼 |
| Citigroup Inc | 2,761 | $10.6 萬 | 0.00% | −1,553−36.0% | 減碼 |
| Covestor Ltd | 2,118 | $8.10 萬 | 0.07% | −333−13.6% | 減碼 |
| Allspring Global Investments Holdings, LLC | 1,907 | $7.33 萬 | 0.00% | −231−10.8% | 減碼 |
| Belpointe Asset Management LLC | 1,727 | $6.64 萬 | 0.00% | −73−4.1% | 減碼 |
| Signaturefd, LLC | 1,383 | $5.32 萬 | 0.00% | −371−21.2% | 減碼 |
| Tower Research Capital LLC (TRC) | 1,378 | $5.30 萬 | 0.00% | +1,091+380.1% | 加碼 |
| Bessemer Group Inc | 1,379 | $5.30 萬 | 0.00% | +1,379 | 新進 |
| Tradition Wealth Management, LLC | 1,213 | $4.70 萬 | 0.01% | +19+1.6% | 加碼 |
| First Horizon Advisors, Inc. | 1,099 | $4.22 萬 | 0.00% | 00.0% | 不變 |
| HM Payson & Co | 931 | $3.58 萬 | 0.00% | +931 | 新進 |
| Umb Bank N A | 875 | $3.36 萬 | 0.00% | 00.0% | 不變 |
| CWM, LLC | 866 | $3.30 萬 | 0.00% | −26,655−96.9% | 減碼 |
| Simplex Trading, LLC | 838 | $3.20 萬 | 0.00% | +838 | 新進 |
| EverSource Wealth Advisors, LLC | 816 | $3.14 萬 | 0.00% | −228−21.8% | 減碼 |