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 2 季 13F 持有人
Moelis & Co 在 2023/6/30 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
- 259
- 較 2023 年第 1 季 +14 家
- 持有股數
- 7,565 萬
- 較 2023 年第 1 季 +994.1 萬 (+15.1%)
- 總市值
- $34.2 億
- 較 2023 年第 1 季 +$8.90 億 (+35.2%)
- 新進機構
- 47
- 另有 101 家加碼
- 清倉機構
- 33
- 另有 75 家減碼
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 2 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 2023 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Vanguard Group Inc | 7,759,037 | $3.52 億 | 0.01% | +1,109,829+16.7% | 加碼 |
| Kayne Anderson Rudnick Investment Management LLC | 7,229,918 | $3.28 億 | 0.92% | +219,329+3.1% | 加碼 |
| BlackRock Inc. | 6,239,113 | $2.83 億 | 0.01% | +870,362+16.2% | 加碼 |
| Goldman Sachs Group Inc | 4,807,979 | $2.18 億 | 0.06% | +4,533,955+1,654.6% | 加碼 |
| Wasatch Advisors Inc | 4,262,420 | $1.93 億 | 1.17% | −274,517−6.1% | 減碼 |
| London Co of Virginia | 3,421,642 | $1.55 億 | 0.88% | −134,417−3.8% | 減碼 |
| Timucuan Asset Management Inc | 3,068,706 | $1.39 億 | 5.47% | +478,338+18.5% | 加碼 |
| State Street Corp | 2,402,137 | $1.09 億 | 0.01% | +1,035,644+75.8% | 加碼 |
| Alliancebernstein L.P. | 2,330,263 | $1.06 億 | 0.04% | −143,033−5.8% | 減碼 |
| JPMorgan Chase & Co | 1,869,404 | $8,476 萬 | 0.01% | −435,120−18.9% | 減碼 |
| Heard Capital LLC | 1,832,335 | $8,308 萬 | 6.38% | +77,596+4.4% | 加碼 |
| Ameriprise Financial Inc | 1,509,370 | $6,843 萬 | 0.02% | +473,989+45.8% | 加碼 |
| Geode Capital Management, LLC | 1,385,338 | $6,281 萬 | 0.01% | +78,791+6.0% | 加碼 |
| Westwood Holdings Group Inc. | 1,345,552 | $6,101 萬 | 0.55% | −57,414−4.1% | 減碼 |
| Madison Asset Management, LLC | 1,320,955 | $5,989 萬 | 0.87% | +21,243+1.6% | 加碼 |
| Dimensional Fund Advisors LP | 1,229,460 | $5,575 萬 | 0.02% | +192,570+18.6% | 加碼 |
| Lord, Abbett & Co. LLC | 1,222,175 | $5,541 萬 | 0.19% | −159,746−11.6% | 減碼 |
| Artisan Partners Limited Partnership | 1,156,852 | $5,245 萬 | 0.08% | −55,214−4.6% | 減碼 |
| Wells Fargo & Company | 1,101,666 | $4,995 萬 | 0.01% | +17,436+1.6% | 加碼 |
| HighTower Advisors, LLC | 1,076,460 | $4,879 萬 | 0.10% | +127,528+13.4% | 加碼 |
| Bank of New York Mellon Corp | 938,988 | $4,257 萬 | 0.01% | +260,640+38.4% | 加碼 |
| Morgan Stanley | 878,283 | $3,982 萬 | 0.00% | +180,801+25.9% | 加碼 |
| Principal Financial Group Inc | 809,718 | $3,671 萬 | 0.03% | +389,218+92.6% | 加碼 |
| Charles Schwab Investment Management Inc | 750,305 | $3,402 萬 | 0.01% | +44,993+6.4% | 加碼 |
| Capital World Investors | 719,000 | $3,260 萬 | 0.01% | 00.0% | 不變 |
| Northern Trust Corp | 698,865 | $3,169 萬 | 0.01% | +76,782+12.3% | 加碼 |
| Vaughan Nelson Investment Management, L.P. | 603,115 | $2,735 萬 | 0.30% | +27,218+4.7% | 加碼 |
| Bamco Inc | 596,430 | $2,704 萬 | 0.07% | 00.0% | 不變 |
| Cramer Rosenthal McGlynn LLC | 561,563 | $2,546 萬 | 1.27% | +78,636+16.3% | 加碼 |
| Bank of America Corp | 486,760 | $2,207 萬 | 0.00% | −83,207−14.6% | 減碼 |
| Emerald Advisers, LLC | 458,745 | $2,080 萬 | 0.91% | −175,238−27.6% | 減碼 |
| Tributary Capital Management, LLC | 439,803 | $1,994 萬 | 1.79% | −7,704−1.7% | 減碼 |
| Norges Bank | 439,684 | $1,994 萬 | 0.00% | −202,437−31.5% | 減碼 |
| Raymond James & Associates | 405,066 | $1,837 萬 | 0.02% | +2,058+0.5% | 加碼 |
| Emerald Mutual Fund Advisers Trust | 380,711 | $1,726 萬 | 0.94% | −142,010−27.2% | 減碼 |
| Royce & Associates LP | 370,331 | $1,679 萬 | 0.16% | −77,502−17.3% | 減碼 |
| Royal Bank of Canada | 341,311 | $1,548 萬 | 0.00% | +22,064+6.9% | 加碼 |
| Invesco Ltd. | 313,577 | $1,422 萬 | 0.00% | +65,979+26.6% | 加碼 |
| Jane Street Group, LLC | 308,007 | $1,397 萬 | 0.02% | +284,595+1,215.6% | 加碼 |
| Capital Management Corp | 274,544 | $1,245 萬 | 2.66% | −48,630−15.0% | 減碼 |
| Victory Capital Management Inc | 268,010 | $1,215 萬 | 0.01% | −4,435−1.6% | 減碼 |
| SEI Investments Co | 263,554 | $1,195 萬 | 0.02% | −3,602−1.3% | 減碼 |
| Newport Capital Group, LLC | 297,989 | $1,143 萬 | 5.74% | 00.0% | 不變 |
| Jennison Associates LLC | 219,847 | $996.8 萬 | 0.01% | +1,640+0.8% | 加碼 |
| First Republic Investment Management, Inc. | 211,323 | $958.1 萬 | 0.05% | +29,313+16.1% | 加碼 |
| Stifel Financial Corp | 208,088 | $943.5 萬 | 0.01% | −1,213−0.6% | 減碼 |
| Rhumbline Advisers | 198,761 | $901.2 萬 | 0.01% | +105,212+112.5% | 加碼 |
| Legal & General Group Plc | 192,101 | $871.0 萬 | 0.00% | +128,964+204.3% | 加碼 |
| Barclays PLC | 188,295 | $853.7 萬 | 0.01% | +140,265+292.0% | 加碼 |
| Amundi | 185,054 | $841.3 萬 | 0.00% | +185,054 | 新進 |
| Winslow Asset Management Inc | 173,774 | $787.9 萬 | 1.70% | +3,810+2.2% | 加碼 |
| Deutsche Bank AG | 173,744 | $787.8 萬 | 0.00% | −13,930−7.4% | 減碼 |
| Nuveen Asset Management, LLC | 172,113 | $780.4 萬 | 0.00% | +3,918+2.3% | 加碼 |
| B. Metzler seel. Sohn & Co. AG | 155,198 | $703.7 萬 | 0.10% | +77,599+100.0% | 加碼 |
| Adirondack Retirement Specialists, Inc. | 147,128 | $667.1 萬 | 5.23% | −29,180−16.6% | 減碼 |
| Swiss National Bank | 139,300 | $631.6 萬 | 0.00% | +1,300+0.9% | 加碼 |
| Grandeur Peak Global Advisors, LLC | 138,475 | $627.8 萬 | 0.43% | +46,234+50.1% | 加碼 |
| Envestnet Asset Management Inc | 124,323 | $563.7 萬 | 0.00% | +8,674+7.5% | 加碼 |
| FMR LLC | 120,780 | $547.6 萬 | 0.00% | +23,235+23.8% | 加碼 |
| Public Sector Pension Investment Board | 118,156 | $535.7 萬 | 0.04% | +118,156 | 新進 |
| Natixis Advisors, L.P. | 115,555 | $523.9 萬 | 0.02% | +14,742+14.6% | 加碼 |
| UBS Group AG | 115,211 | $522.4 萬 | 0.00% | −28,130−19.6% | 減碼 |
| Regions Financial Corp | 111,928 | $507.5 萬 | 0.04% | +4,745+4.4% | 加碼 |
| First Eagle Investment Management, LLC | 101,268 | $459.1 萬 | 0.01% | +53,530+112.1% | 加碼 |
| Alps Advisors Inc | 92,552 | $419.6 萬 | 0.04% | +28,789+45.2% | 加碼 |
| Prudential Financial Inc | 83,420 | $378.2 萬 | 0.01% | +77,221+1,245.7% | 加碼 |
| Public Employees Retirement System of Ohio | 78,667 | $356.7 萬 | 0.01% | −5,853−6.9% | 減碼 |
| California State Teachers Retirement System | 78,545 | $356.1 萬 | 0.01% | −1,366−1.7% | 減碼 |
| CenterBook Partners LP | 77,860 | $353.0 萬 | 0.44% | +26,438+51.4% | 加碼 |
| Mutual of America Capital Management LLC | 75,887 | $344.1 萬 | 0.04% | +14,418+23.5% | 加碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 75,244 | $341.2 萬 | 0.03% | +75,244 | 新進 |
| Schonfeld Strategic Advisors LLC | 72,467 | $328.6 萬 | 0.03% | +46,341+177.4% | 加碼 |
| Great West Life Assurance Co | 68,943 | $312.7 萬 | 0.01% | +56,011+433.1% | 加碼 |
| Fisher Asset Management, LLC | 67,116 | $304.3 萬 | 0.00% | −10,787−13.8% | 減碼 |
| Salvus Wealth Management, LLC | 64,420 | $292.1 萬 | 2.25% | +15,398+31.4% | 加碼 |
| UBS Asset Management Americas Inc | 75,227 | $289.2 萬 | 0.00% | 00.0% | 不變 |
| Thrivent Financial for Lutherans | 63,679 | $288.7 萬 | 0.01% | +63,679 | 新進 |
| State of New Jersey Common Pension Fund D | 63,264 | $286.8 萬 | 0.01% | +10,537+20.0% | 加碼 |
| Credit Suisse AG | 62,359 | $282.7 萬 | 0.00% | +8,336+15.4% | 加碼 |
| Texas Permanent School Fund | 58,603 | $265.7 萬 | 0.02% | +58,603 | 新進 |
| Brookfield Asset Management Inc. | 57,576 | $261.0 萬 | 0.01% | +57,576 | 新進 |
| Moran Wealth Management, LLC | 56,432 | $255.9 萬 | 0.10% | +1,654+3.0% | 加碼 |
| New York State Common Retirement Fund | 56,396 | $255.7 萬 | 0.00% | −18,684−24.9% | 減碼 |
| Holocene Advisors, LP | 55,159 | $250.1 萬 | 0.01% | −5,913−9.7% | 減碼 |
| Schroder Investment Management Group | 53,813 | $244.0 萬 | 0.00% | −13,631−20.2% | 減碼 |
| Oppenheimer Asset Management Inc. | 53,181 | $241.1 萬 | 0.04% | +5,755+12.1% | 加碼 |
| LPL Financial LLC | 52,997 | $240.3 萬 | 0.00% | +4,330+8.9% | 加碼 |
| Brinker Capital Investments, LLC | 52,956 | $240.1 萬 | 0.03% | −4,436−7.7% | 減碼 |
| Orion Portfolio Solutions, LLC | 52,956 | $240.1 萬 | 0.03% | −4,436−7.7% | 減碼 |
| First National Bank of Omaha | 52,946 | $240.1 萬 | 0.14% | +311+0.6% | 加碼 |
| Vestmark Advisory Solutions, Inc. | 51,757 | $234.7 萬 | 0.09% | −190−0.4% | 減碼 |
| NewEdge Wealth, LLC | 51,757 | $234.7 萬 | 0.08% | −190−0.4% | 減碼 |
| Park Circle Co | 50,176 | $227.5 萬 | 2.14% | 00.0% | 不變 |
| Neuberger Berman Group LLC | 49,849 | $226.0 萬 | 0.00% | −3,063−5.8% | 減碼 |
| Cornerstone Investment Partners, LLC | 49,078 | $222.5 萬 | 0.14% | +44+0.1% | 加碼 |
| Citigroup Inc | 48,729 | $220.9 萬 | 0.00% | +45,968+1,664.9% | 加碼 |
| American Century Companies Inc | 48,209 | $218.6 萬 | 0.00% | −60,468−55.6% | 減碼 |
| Squarepoint Ops LLC | 46,180 | $209.4 萬 | 0.01% | +12,637+37.7% | 加碼 |
| Alberta Investment Management Corp | 45,454 | $206.1 萬 | 0.02% | +10,511+30.1% | 加碼 |
| Eagle Rock Investment Company, LLC | 41,441 | $204.8 萬 | 0.44% | 00.0% | 不變 |