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 |
|---|---|---|---|---|---|
| State of Alaska, Department of Revenue | 43,799 | $198.5 萬 | 0.02% | +43,799 | 新進 |
| Janney Montgomery Scott LLC | 42,341 | $192.0 萬 | 0.01% | −340−0.8% | 減碼 |
| Man Group plc | 40,160 | $182.1 萬 | 0.01% | – | – |
| ExodusPoint Capital Management, LP | 39,503 | $179.1 萬 | 0.02% | +39,503 | 新進 |
| DFPG Investments, LLC | 34,588 | $177.2 萬 | 0.16% | +19,143+123.9% | 加碼 |
| Verdence Capital Advisors LLC | 39,037 | $177.0 萬 | 0.21% | +1,790+4.8% | 加碼 |
| Manufacturers Life Insurance Company, The | 37,820 | $171.5 萬 | 0.00% | +12,299+48.2% | 加碼 |
| Yousif Capital Management, LLC | 36,116 | $163.7 萬 | 0.02% | +36,116 | 新進 |
| American International Group, Inc. | 35,878 | $162.7 萬 | 0.01% | +5,112+16.6% | 加碼 |
| Chevy Chase Trust Holdings, Inc. | 35,765 | $162.2 萬 | 0.01% | −666−1.8% | 減碼 |
| MetLife Investment Management | 35,269 | $159.9 萬 | 0.01% | +1,729+5.2% | 加碼 |
| Louisiana State Employees Retirement System | 34,900 | $158.2 萬 | 0.04% | +34,900 | 新進 |
| Hennion & Walsh Asset Management, Inc. | 34,185 | $155.0 萬 | 0.09% | +4,234+14.1% | 加碼 |
| PDT Partners, LLC | 33,331 | $151.1 萬 | 0.21% | −12,622−27.5% | 減碼 |
| The PNC Financial Services Group, Inc. | 32,954 | $149.4 萬 | 0.00% | −503−1.5% | 減碼 |
| Susquehanna International Group, LLP | 32,807 | $148.7 萬 | 0.00% | −32,929−50.1% | 減碼 |
| Richard P Slaughter Associates Inc | 31,297 | $141.9 萬 | 0.41% | +467+1.5% | 加碼 |
| Gabelli Funds LLC | 31,100 | $141.0 萬 | 0.01% | +2,800+9.9% | 加碼 |
| Voya Investment Management LLC | 31,071 | $140.9 萬 | 0.00% | +7,167+30.0% | 加碼 |
| BNP Paribas Arbitrage, SA | 29,479 | $133.7 萬 | 0.00% | −15,147−33.9% | 減碼 |
| Advisor Group Holdings, Inc. | 28,816 | $130.7 萬 | 0.00% | +7,391+34.5% | 加碼 |
| Amalgamated Bank | 28,767 | $130.4 萬 | 0.01% | +20,879+264.7% | 加碼 |
| Mirae Asset Global Investments Co., Ltd. | 27,743 | $125.8 萬 | 0.00% | 00.0% | 不變 |
| Captrust Financial Advisors | 27,668 | $125.4 萬 | 0.00% | +19,217+227.4% | 加碼 |
| Janus Henderson Group PLC | 27,116 | $123.0 萬 | 0.00% | −18−0.1% | 減碼 |
| AMG National Trust Bank | 26,602 | $120.6 萬 | 0.04% | −251−0.9% | 減碼 |
| Maryland State Retirement & Pension System | 25,934 | $117.6 萬 | 0.02% | +25,934 | 新進 |
| Price T Rowe Associates Inc | 25,898 | $117.5 萬 | 0.00% | +1,320+5.4% | 加碼 |
| Quadrature Capital Ltd | 25,848 | $117.2 萬 | 0.03% | +6,418+33.0% | 加碼 |
| Vestcor Inc | 25,674 | $116.4 萬 | 0.04% | −91,043−78.0% | 減碼 |
| Citadel Advisors LLC | 24,669 | $111.8 萬 | 0.00% | −71,818−74.4% | 減碼 |
| Federation des caisses Desjardins du Quebec | 24,465 | $110.9 萬 | 0.01% | 00.0% | 不變 |
| Russell Investments Group, Ltd. | 23,418 | $106.2 萬 | 0.00% | +43+0.2% | 加碼 |
| Ensign Peak Advisors, Inc | 22,150 | $100.4 萬 | 0.00% | 00.0% | 不變 |
| State of Tennessee, Treasury Department | 21,715 | $98.5 萬 | 0.00% | +21,715 | 新進 |
| Oregon Public Employees Retirement Fund | 20,700 | $93.9 萬 | 0.01% | +20,700 | 新進 |
| First Trust Advisors LP | 19,983 | $90.6 萬 | 0.00% | −158,421−88.8% | 減碼 |
| TownSquare Capital, LLC | 19,513 | $88.5 萬 | 0.02% | +7,383+60.9% | 加碼 |
| Teachers Retirement System of the State of Kentucky | 19,300 | $87.5 萬 | 0.01% | +19,300 | 新進 |
| State Board of Administration of Florida Retirement System | 18,983 | $86.1 萬 | 0.00% | +4,940+35.2% | 加碼 |
| Arizona State Retirement System | 17,973 | $81.5 萬 | 0.01% | −561−3.0% | 減碼 |
| New York State Teachers Retirement System | 17,500 | $79.3 萬 | 0.00% | +17,500 | 新進 |
| Campbell Newman Asset Management Inc | 16,006 | $72.6 萬 | 0.06% | +378+2.4% | 加碼 |
| Harbor Advisors LLC | 14,800 | $67.1 萬 | 0.14% | 00.0% | 不變 |
| First Hawaiian Bank | 12,626 | $57.2 萬 | 0.02% | 00.0% | 不變 |
| Cambridge Investment Research Advisors, Inc. | 12,438 | $56.4 萬 | 0.00% | +761+6.5% | 加碼 |
| Juncture Wealth Strategies, LLC | 11,799 | $53.5 萬 | 0.25% | +2,399+25.5% | 加碼 |
| Quantum Private Wealth, LLC | 11,765 | $53.3 萬 | 0.25% | 00.0% | 不變 |
| Handelsbanken Fonder AB | 11,751 | $53.3 萬 | 0.00% | 00.0% | 不變 |
| Sciencast Management LP | 11,757 | $52.8 萬 | 0.43% | +11,757 | 新進 |
| SkyView Investment Advisors, LLC | 11,613 | $52.7 萬 | 0.13% | −2,166−15.7% | 減碼 |
| PEAK6 Investments LLC | 11,382 | $51.6 萬 | 0.04% | +11,382 | 新進 |
| Naples Global Advisors, LLC | 11,271 | $51.1 萬 | 0.06% | −1,570−12.2% | 減碼 |
| Nisa Investment Advisors, LLC | 10,693 | $48.5 萬 | 0.00% | −8,249−43.5% | 減碼 |
| KB Financial Partners, LLC | 10,607 | $48.1 萬 | 0.13% | −2,004−15.9% | 減碼 |
| Resources Investment Advisors, LLC. | 10,608 | $48.1 萬 | 0.01% | −2,012−15.9% | 減碼 |
| ProShare Advisors LLC | 10,433 | $47.3 萬 | 0.00% | +2,930+39.1% | 加碼 |
| Advisors Asset Management, Inc. | 10,235 | $46.4 萬 | 0.01% | −51,290−83.4% | 減碼 |
| Curated Wealth Partners LLC | 9,820 | $44.5 萬 | 0.09% | 00.0% | 不變 |
| Wesbanco Bank Inc | 9,796 | $44.4 萬 | 0.02% | 00.0% | 不變 |
| US Bancorp | 9,516 | $43.1 萬 | 0.00% | −5,709−37.5% | 減碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 9,405 | $42.6 萬 | 0.00% | +1,194+14.5% | 加碼 |
| Mercer Global Advisors Inc | 9,384 | $42.5 萬 | 0.00% | −536−5.4% | 減碼 |
| Teza Capital Management LLC | 9,261 | $42.0 萬 | 0.07% | +9,261 | 新進 |
| Steward Partners Investment Advisory, LLC | 9,149 | $41.5 萬 | 0.01% | −892−8.9% | 減碼 |
| Pitcairn Co | 9,059 | $41.1 萬 | 0.03% | −432−4.6% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 8,576 | $38.9 萬 | 0.01% | −2,462−22.3% | 減碼 |
| Public Employees Retirement Association of Colorado | 7,648 | $34.7 萬 | 0.00% | 00.0% | 不變 |
| Bank of Montreal | 7,530 | $34.5 萬 | 0.00% | +7,530 | 新進 |
| MML Investors Services, LLC | 7,464 | $33.8 萬 | 0.00% | +461+6.6% | 加碼 |
| Drive Wealth Management, LLC | 7,246 | $32.9 萬 | 0.12% | −1,023−12.4% | 減碼 |
| Mariner, LLC | 7,222 | $32.7 萬 | 0.00% | −624−8.0% | 減碼 |
| Advisor Partners II, LLC | 6,920 | $31.4 萬 | 0.01% | +6,920 | 新進 |
| Pictet Asset Management SA | 6,893 | $31.3 萬 | 0.00% | 00.0% | 不變 |
| Creative Planning | 6,771 | $30.7 萬 | 0.00% | +6,771 | 新進 |
| D.A. Davidson & Co. | 6,666 | $30.2 萬 | 0.00% | 00.0% | 不變 |
| Peak Financial Advisors LLC | 6,488 | $29.4 萬 | 0.23% | +122+1.9% | 加碼 |
| Kolinsky Wealth Management, LLC | 6,019 | $27.9 萬 | 0.26% | +394+7.0% | 加碼 |
| Capital Impact Advisors, LLC | 6,092 | $27.6 萬 | 0.30% | −1,780−22.6% | 減碼 |
| Allianz Asset Management GmbH | 6,035 | $27.4 萬 | 0.00% | +6,035 | 新進 |
| Riverview Capital Advisers, LLC | 5,980 | $27.1 萬 | 0.12% | 00.0% | 不變 |
| Centiva Capital, LP | 5,805 | $26.3 萬 | 0.01% | +5,805 | 新進 |
| Capital Investment Advisory Services, LLC | 5,767 | $26.1 萬 | 0.03% | +6+0.1% | 加碼 |
| O'Rourke & Company, Inc | 5,621 | $25.5 萬 | 0.18% | +373+7.1% | 加碼 |
| Ameritas Investment Partners, Inc. | 5,521 | $25.0 萬 | 0.01% | +420+8.2% | 加碼 |
| Arden Trust Co | 5,426 | $24.6 萬 | 0.04% | +5,426 | 新進 |
| Truist Financial Corp | 5,411 | $24.5 萬 | 0.00% | +190+3.6% | 加碼 |
| Jefferies Financial Group Inc. | 5,405 | $24.5 萬 | 0.01% | +5,405 | 新進 |
| M&T Bank Corp | 5,373 | $24.3 萬 | 0.00% | +5,373 | 新進 |
| Raymond James Trust N.A. | 5,377 | $24.3 萬 | 0.01% | +5,377 | 新進 |
| Shell Asset Management Co | 5,096 | $23.1 萬 | 0.01% | −29−0.6% | 減碼 |
| State of Wisconsin Investment Board | 5,059 | $22.9 萬 | 0.00% | −6,298−55.5% | 減碼 |
| Wilbanks Smith & Thomas Asset Management LLC | 4,970 | $22.5 萬 | 0.01% | +4,970 | 新進 |
| Raymond James Financial Services Advisors, Inc. | 4,893 | $22.2 萬 | 0.00% | +4,893 | 新進 |
| Two Sigma Securities, LLC | 4,844 | $22.0 萬 | 0.02% | +4,844 | 新進 |
| Teacher Retirement System of Texas | 4,838 | $21.9 萬 | 0.00% | −2,276−32.0% | 減碼 |
| KBC Group NV | 4,799 | $21.8 萬 | 0.00% | +4,799 | 新進 |
| Snowden Capital Advisors LLC | 4,771 | $21.6 萬 | 0.01% | +4,771 | 新進 |
| Fox Run Management, L.L.C. | 4,750 | $21.5 萬 | 0.06% | +4,750 | 新進 |
| Integrated Wealth Concepts LLC | 4,689 | $21.3 萬 | 0.00% | +4,689 | 新進 |