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 3 季 13F 持有人
Moelis & Co 在 2023/9/30 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
- 268
- 較 2023 年第 2 季 +12 家
- 持有股數
- 7,314 萬
- 較 2023 年第 2 季 −250.2 萬 (−3.3%)
- 總市值
- $33.0 億
- 較 2023 年第 2 季 −$1.15 億 (−3.4%)
- 新進機構
- 33
- 另有 91 家加碼
- 清倉機構
- 21
- 另有 109 家減碼
另有 3 家機構在 2023 年第 2 季持有、還沒有申報 2023 年第 3 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| UBS Asset Management Americas Inc | 79,234 | $357.6 萬 | 0.00% | +4,007+5.3% | 加碼 |
| Prudential Financial Inc | 79,650 | $359.5 萬 | 0.01% | −3,770−4.5% | 減碼 |
| Adirondack Retirement Specialists, Inc. | 81,120 | $366.1 萬 | 2.85% | −66,008−44.9% | 減碼 |
| National Bank of Canada | 83,505 | $367.9 萬 | 0.01% | +83,000+16,435.6% | 加碼 |
| Public Sector Pension Investment Board | 82,283 | $371.3 萬 | 0.03% | −35,873−30.4% | 減碼 |
| Squarepoint Ops LLC | 99,054 | $447.0 萬 | 0.02% | +52,874+114.5% | 加碼 |
| Jennison Associates LLC | 101,551 | $458.3 萬 | 0.00% | −118,296−53.8% | 減碼 |
| HSBC Holdings PLC | 104,083 | $471.2 萬 | 0.01% | +104,083 | 新進 |
| First Eagle Investment Management, LLC | 105,106 | $474.3 萬 | 0.01% | +3,838+3.8% | 加碼 |
| CenterBook Partners LP | 106,789 | $481.9 萬 | 0.60% | +28,929+37.2% | 加碼 |
| Regions Financial Corp | 108,846 | $491.2 萬 | 0.04% | −3,082−2.8% | 減碼 |
| FMR LLC | 121,809 | $549.7 萬 | 0.00% | +1,029+0.9% | 加碼 |
| UBS Group AG | 121,898 | $550.1 萬 | 0.00% | +6,687+5.8% | 加碼 |
| Natixis Advisors, L.P. | 123,023 | $555.2 萬 | 0.02% | +7,468+6.5% | 加碼 |
| Assenagon Asset Management S.A. | 137,713 | $621.5 萬 | 0.02% | +137,713 | 新進 |
| Grandeur Peak Global Advisors, LLC | 138,475 | $624.9 萬 | 0.47% | 00.0% | 不變 |
| Swiss National Bank | 146,300 | $660.3 萬 | 0.01% | +7,000+5.0% | 加碼 |
| Envestnet Asset Management Inc | 161,695 | $729.7 萬 | 0.00% | +37,372+30.1% | 加碼 |
| Nuveen Asset Management, LLC | 170,525 | $769.6 萬 | 0.00% | −1,588−0.9% | 減碼 |
| Winslow Asset Management Inc | 172,370 | $777.9 萬 | 1.80% | −1,404−0.8% | 減碼 |
| Deutsche Bank AG | 176,323 | $795.7 萬 | 0.01% | +2,579+1.5% | 加碼 |
| Legal & General Group Plc | 189,185 | $853.8 萬 | 0.00% | −2,916−1.5% | 減碼 |
| Rhumbline Advisers | 202,870 | $915.5 萬 | 0.01% | +4,109+2.1% | 加碼 |
| Stifel Financial Corp | 211,037 | $952.4 萬 | 0.01% | +2,949+1.4% | 加碼 |
| First Republic Investment Management, Inc. | 212,929 | $960.9 萬 | 0.03% | +1,606+0.8% | 加碼 |
| SEI Investments Co | 227,621 | $1,027 萬 | 0.02% | −35,933−13.6% | 減碼 |
| Capital Management Corp | 230,932 | $1,042 萬 | 2.35% | −43,612−15.9% | 減碼 |
| Victory Capital Management Inc | 258,235 | $1,165 萬 | 0.01% | −9,775−3.6% | 減碼 |
| Royce & Associates LP | 279,247 | $1,260 萬 | 0.13% | −91,084−24.6% | 減碼 |
| Invesco Ltd. | 280,770 | $1,267 萬 | 0.00% | −32,807−10.5% | 減碼 |
| Barclays PLC | 294,010 | $1,327 萬 | 0.01% | +105,715+56.1% | 加碼 |
| Royal Bank of Canada | 370,306 | $1,671 萬 | 0.00% | +28,995+8.5% | 加碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 375,000 | $1,692 萬 | 0.08% | +375,000 | 新進 |
| Raymond James & Associates | 380,023 | $1,715 萬 | 0.01% | −25,043−6.2% | 減碼 |
| Emerald Mutual Fund Advisers Trust | 380,711 | $1,718 萬 | 1.04% | 00.0% | 不變 |
| Cramer Rosenthal McGlynn LLC | 434,485 | $1,961 萬 | 1.10% | −127,078−22.6% | 減碼 |
| Norges Bank | 446,784 | $2,016 萬 | 0.00% | +7,100+1.6% | 加碼 |
| Tributary Capital Management, LLC | 449,138 | $2,027 萬 | 1.92% | +9,335+2.1% | 加碼 |
| Emerald Advisers, LLC | 458,302 | $2,068 萬 | 1.00% | −443−0.1% | 減碼 |
| Bank of America Corp | 492,595 | $2,223 萬 | 0.00% | +5,835+1.2% | 加碼 |
| Bamco Inc | 550,152 | $2,483 萬 | 0.07% | −46,278−7.8% | 減碼 |
| Morgan Stanley | 590,557 | $2,665 萬 | 0.00% | −287,726−32.8% | 減碼 |
| Vaughan Nelson Investment Management, L.P. | 616,380 | $2,782 萬 | 0.31% | +13,265+2.2% | 加碼 |
| Capital World Investors | 719,000 | $3,245 萬 | 0.01% | 00.0% | 不變 |
| Charles Schwab Investment Management Inc | 792,729 | $3,578 萬 | 0.01% | +42,424+5.7% | 加碼 |
| Principal Financial Group Inc | 793,203 | $3,580 萬 | 0.03% | −16,515−2.0% | 減碼 |
| Northern Trust Corp | 927,705 | $4,187 萬 | 0.01% | +228,840+32.7% | 加碼 |
| Bank of New York Mellon Corp | 934,640 | $4,218 萬 | 0.01% | −4,348−0.5% | 減碼 |
| Ameriprise Financial Inc | 1,068,824 | $4,824 萬 | 0.02% | −440,546−29.2% | 減碼 |
| Wells Fargo & Company | 1,090,415 | $4,921 萬 | 0.02% | −11,251−1.0% | 減碼 |
| HighTower Advisors, LLC | 1,111,200 | $5,014 萬 | 0.09% | +34,740+3.2% | 加碼 |
| Artisan Partners Limited Partnership | 1,119,002 | $5,050 萬 | 0.09% | −37,850−3.3% | 減碼 |
| Dimensional Fund Advisors LP | 1,199,149 | $5,412 萬 | 0.02% | −30,311−2.5% | 減碼 |
| Lord, Abbett & Co. LLC | 1,215,475 | $5,485 萬 | 0.20% | −6,700−0.5% | 減碼 |
| Westwood Holdings Group Inc. | 1,300,502 | $5,869 萬 | 0.55% | −45,050−3.3% | 減碼 |
| Madison Asset Management, LLC | 1,339,194 | $6,044 萬 | 0.89% | +18,239+1.4% | 加碼 |
| Geode Capital Management, LLC | 1,340,156 | $6,049 萬 | 0.01% | −45,182−3.3% | 減碼 |
| JPMorgan Chase & Co | 1,474,142 | $6,653 萬 | 0.01% | −395,262−21.1% | 減碼 |
| Heard Capital LLC | 1,863,970 | $8,412 萬 | 6.30% | +31,635+1.7% | 加碼 |
| Alliancebernstein L.P. | 2,238,734 | $1.01 億 | 0.04% | −91,529−3.9% | 減碼 |
| State Street Corp | 2,499,476 | $1.13 億 | 0.01% | +97,339+4.1% | 加碼 |
| Goldman Sachs Group Inc | 3,039,765 | $1.37 億 | 0.03% | −1,768,214−36.8% | 減碼 |
| Timucuan Asset Management Inc | 3,050,694 | $1.38 億 | 5.52% | −18,012−0.6% | 減碼 |
| London Co of Virginia | 3,418,072 | $1.54 億 | 0.93% | −3,570−0.1% | 減碼 |
| Wasatch Advisors Inc | 3,450,174 | $1.56 億 | 0.98% | −812,246−19.1% | 減碼 |
| Kayne Anderson Rudnick Investment Management LLC | 7,279,209 | $3.29 億 | 0.94% | +49,291+0.7% | 加碼 |
| Vanguard Group Inc | 7,787,483 | $3.51 億 | 0.01% | +28,446+0.4% | 加碼 |
| BlackRock Inc. | 7,791,276 | $3.52 億 | 0.01% | +1,552,163+24.9% | 加碼 |
| Newport Capital Group, LLC | 0 | $0 | 0.00% | −297,989−100.0% | 清倉 |
| Amundi | 0 | $0 | 0.00% | −185,054−100.0% | 清倉 |
| Alps Advisors Inc | 0 | $0 | 0.00% | −92,552−100.0% | 清倉 |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −72,467−100.0% | 清倉 |
| Brookfield Asset Management Inc. | 0 | $0 | 0.00% | −57,576−100.0% | 清倉 |
| Richard P Slaughter Associates Inc | 0 | $0 | 0.00% | −31,297−100.0% | 清倉 |
| Cambridge Investment Research Advisors, Inc. | 0 | $0 | 0.00% | −12,438−100.0% | 清倉 |
| Sciencast Management LP | 0 | $0 | 0.00% | −11,757−100.0% | 清倉 |
| Centiva Capital, LP | 0 | $0 | 0.00% | −5,805−100.0% | 清倉 |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −5,405−100.0% | 清倉 |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −4,844−100.0% | 清倉 |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −4,750−100.0% | 清倉 |
| CIBC Asset Management Inc | 0 | $0 | 0.00% | −4,588−100.0% | 清倉 |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −2,519−100.0% | 清倉 |
| Mitsubishi UFJ Trust & Banking Corp | 0 | $0 | 0.00% | −495−100.0% | 清倉 |
| Fairfield, Bush & Co. | 0 | $0 | 0.00% | −213−100.0% | 清倉 |
| Sofos Investments, Inc. | 0 | $0 | 0.00% | −45−100.0% | 清倉 |
| Plante Moran Financial Advisors, LLC | 0 | $0 | 0.00% | −28−100.0% | 清倉 |
| Ronald Blue Trust, Inc. | 0 | $0 | 0.00% | −29−100.0% | 清倉 |
| 25 LLC | 0 | $0 | 0.00% | −14−100.0% | 清倉 |
| Disciplined Investments, LLC | 0 | $0 | 0.00% | −9−100.0% | 清倉 |
| Pictet Asset Management SA | – | – | – | – | 本季未申報 |
| First Capital Advisors Group, LLC. | – | – | – | – | 本季未申報 |
| BerganKDV Wealth Management, LLC | – | – | – | – | 本季未申報 |