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 |
|---|---|---|---|---|---|
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 44,507 | $200.9 萬 | 0.02% | −30,737−40.8% | 減碼 |
| Janney Montgomery Scott LLC | 44,288 | $199.9 萬 | 0.01% | +1,947+4.6% | 加碼 |
| Manufacturers Life Insurance Company, The | 42,973 | $193.9 萬 | 0.00% | +5,153+13.6% | 加碼 |
| Voya Investment Management LLC | 41,842 | $188.8 萬 | 0.00% | +10,771+34.7% | 加碼 |
| State of Alaska, Department of Revenue | 41,449 | $187.0 萬 | 0.02% | −2,350−5.4% | 減碼 |
| Illinois Municipal Retirement Fund | 39,815 | $179.7 萬 | 0.03% | +39,815 | 新進 |
| HRT Financial LP | 38,806 | $175.1 萬 | 0.02% | +38,806 | 新進 |
| Janus Henderson Group PLC | 37,519 | $169.4 萬 | 0.00% | +10,403+38.4% | 加碼 |
| American International Group, Inc. | 36,661 | $165.5 萬 | 0.01% | +783+2.2% | 加碼 |
| Chevy Chase Trust Holdings, Inc. | 35,420 | $159.9 萬 | 0.01% | −345−1.0% | 減碼 |
| MetLife Investment Management | 35,269 | $159.2 萬 | 0.01% | 00.0% | 不變 |
| Eagle Rock Investment Company, LLC | 34,869 | $157.4 萬 | 0.36% | −6,572−15.9% | 減碼 |
| Advisor Group Holdings, Inc. | 34,179 | $154.3 萬 | 0.00% | +5,363+18.6% | 加碼 |
| ExodusPoint Capital Management, LP | 33,969 | $153.3 萬 | 0.02% | −5,534−14.0% | 減碼 |
| Yousif Capital Management, LLC | 33,951 | $153.2 萬 | 0.02% | −2,165−6.0% | 減碼 |
| Louisiana State Employees Retirement System | 33,900 | $153.0 萬 | 0.04% | −1,000−2.9% | 減碼 |
| Hennion & Walsh Asset Management, Inc. | 33,399 | $150.7 萬 | 0.10% | −786−2.3% | 減碼 |
| Russell Investments Group, Ltd. | 33,075 | $149.3 萬 | 0.00% | +9,657+41.2% | 加碼 |
| Jane Street Group, LLC | 32,838 | $148.2 萬 | 0.00% | −275,169−89.3% | 減碼 |
| Verdence Capital Advisors LLC | 32,714 | $147.6 萬 | 0.16% | −6,323−16.2% | 減碼 |
| The PNC Financial Services Group, Inc. | 31,875 | $143.9 萬 | 0.00% | −1,079−3.3% | 減碼 |
| Quadrature Capital Ltd | 31,462 | $142.1 萬 | 0.03% | +5,614+21.7% | 加碼 |
| American Century Companies Inc | 30,881 | $139.4 萬 | 0.00% | −17,328−35.9% | 減碼 |
| Price T Rowe Associates Inc | 30,575 | $138.0 萬 | 0.00% | +4,677+18.1% | 加碼 |
| Holocene Advisors, LP | 30,254 | $136.5 萬 | 0.01% | −24,905−45.2% | 減碼 |
| Duality Advisers, LP | 29,535 | $133.3 萬 | 0.16% | +29,535 | 新進 |
| Mirae Asset Global Investments Co., Ltd. | 29,484 | $133.1 萬 | 0.00% | +1,741+6.3% | 加碼 |
| Citigroup Inc | 28,553 | $128.9 萬 | 0.00% | −20,176−41.4% | 減碼 |
| PDT Partners, LLC | 28,331 | $127.9 萬 | 0.16% | −5,000−15.0% | 減碼 |
| Captrust Financial Advisors | 28,133 | $127.0 萬 | 0.00% | +465+1.7% | 加碼 |
| Amalgamated Bank | 27,906 | $125.9 萬 | 0.01% | −861−3.0% | 減碼 |
| Millennium Management LLC | 27,186 | $122.7 萬 | 0.00% | +27,186 | 新進 |
| Man Group plc | – | $121.9 萬 | 0.00% | – | – |
| AMG National Trust Bank | 26,627 | $120.2 萬 | 0.04% | +25+0.1% | 加碼 |
| Gabelli Funds LLC | 25,600 | $115.5 萬 | 0.01% | −5,500−17.7% | 減碼 |
| Numerai GP LLC | 24,525 | $110.7 萬 | 0.37% | +24,525 | 新進 |
| Maryland State Retirement & Pension System | 24,521 | $110.7 萬 | 0.03% | −1,413−5.4% | 減碼 |
| Federation des caisses Desjardins du Quebec | 23,014 | $103.9 萬 | 0.01% | −1,451−5.9% | 減碼 |
| Ensign Peak Advisors, Inc | 22,150 | $100.0 萬 | 0.00% | 00.0% | 不變 |
| State of Tennessee, Treasury Department | 21,715 | $98.0 萬 | 0.00% | 00.0% | 不變 |
| Teachers Retirement System of the State of Kentucky | 21,500 | $97.0 萬 | 0.01% | +2,200+11.4% | 加碼 |
| New York State Teachers Retirement System | 21,024 | $94.9 萬 | 0.00% | +3,524+20.1% | 加碼 |
| First Trust Advisors LP | 20,653 | $93.2 萬 | 0.00% | +670+3.4% | 加碼 |
| State of Wisconsin Investment Board | 20,451 | $92.3 萬 | 0.00% | +15,392+304.2% | 加碼 |
| Oregon Public Employees Retirement Fund | 19,800 | $89.4 萬 | 0.01% | −900−4.3% | 減碼 |
| State Board of Administration of Florida Retirement System | 19,083 | $86.1 萬 | 0.00% | +100+0.5% | 加碼 |
| Arizona State Retirement System | 18,953 | $85.5 萬 | 0.01% | +980+5.5% | 加碼 |
| Teza Capital Management LLC | 17,566 | $79.3 萬 | 0.13% | +8,305+89.7% | 加碼 |
| Dynamic Technology Lab Private Ltd | 15,878 | $71.7 萬 | 0.07% | +15,878 | 新進 |
| Campbell Newman Asset Management Inc | 15,743 | $71.0 萬 | 0.07% | −263−1.6% | 減碼 |
| Ignite Planners, LLC | 15,391 | $68.7 萬 | 0.21% | +15,391 | 新進 |
| Harbor Advisors LLC | 14,800 | $66.8 萬 | 0.14% | 00.0% | 不變 |
| Qsemble Capital Management, LP | 13,900 | $62.7 萬 | 0.12% | +13,900 | 新進 |
| Capital Impact Advisors, LLC | 12,898 | $58.2 萬 | 0.97% | +6,806+111.7% | 加碼 |
| First Hawaiian Bank | 12,626 | $57.0 萬 | 0.02% | 00.0% | 不變 |
| QRG Capital Management, Inc. | 12,353 | $55.7 萬 | 0.01% | +12,353 | 新進 |
| SkyView Investment Advisors, LLC | 12,038 | $54.3 萬 | 0.22% | +425+3.7% | 加碼 |
| TownSquare Capital, LLC | 11,957 | $54.0 萬 | 0.01% | −7,556−38.7% | 減碼 |
| Quantum Private Wealth, LLC | 11,765 | $53.1 萬 | 0.25% | 00.0% | 不變 |
| Handelsbanken Fonder AB | 11,751 | $53.0 萬 | 0.00% | 00.0% | 不變 |
| Juncture Wealth Strategies, LLC | 11,699 | $52.8 萬 | 0.26% | −100−0.8% | 減碼 |
| Wesbanco Bank Inc | 11,596 | $52.3 萬 | 0.02% | +1,800+18.4% | 加碼 |
| Susquehanna International Group, LLP | 11,577 | $52.2 萬 | 0.00% | −21,230−64.7% | 減碼 |
| Naples Global Advisors, LLC | 11,271 | $50.9 萬 | 0.06% | 00.0% | 不變 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 10,799 | $48.7 萬 | 0.00% | +1,394+14.8% | 加碼 |
| Resources Investment Advisors, LLC. | 10,704 | $48.3 萬 | 0.01% | +96+0.9% | 加碼 |
| KB Financial Partners, LLC | 10,703 | $48.3 萬 | 0.14% | +96+0.9% | 加碼 |
| ProShare Advisors LLC | 10,160 | $45.9 萬 | 0.00% | −273−2.6% | 減碼 |
| Curated Wealth Partners LLC | 9,820 | $44.3 萬 | 0.08% | 00.0% | 不變 |
| Steward Partners Investment Advisory, LLC | 9,607 | $43.4 萬 | 0.01% | +458+5.0% | 加碼 |
| PEAK6 Investments LLC | 9,412 | $42.5 萬 | 0.02% | −1,970−17.3% | 減碼 |
| Pitcairn Co | 9,228 | $41.6 萬 | 0.03% | +169+1.9% | 加碼 |
| US Bancorp | 9,042 | $40.8 萬 | 0.00% | −474−5.0% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 8,720 | $39.4 萬 | 0.01% | +144+1.7% | 加碼 |
| Mercer Global Advisors Inc | 8,525 | $38.5 萬 | 0.00% | −859−9.2% | 減碼 |
| Bank of Montreal | 7,451 | $36.2 萬 | 0.00% | −79−1.0% | 減碼 |
| Everence Capital Management Inc | 7,690 | $34.7 萬 | 0.03% | +7,690 | 新進 |
| Peak Financial Advisors LLC | 7,650 | $34.5 萬 | 0.37% | +1,162+17.9% | 加碼 |
| Public Employees Retirement Association of Colorado | 7,648 | $34.5 萬 | 0.00% | 00.0% | 不變 |
| Pictet Asset Management Holding SA | 7,624 | $34.4 萬 | 0.00% | +7,624 | 新進 |
| Advisor Partners II, LLC | 7,557 | $34.1 萬 | 0.01% | +637+9.2% | 加碼 |
| Mariner, LLC | 7,526 | $34.0 萬 | 0.00% | +304+4.2% | 加碼 |
| Vestcor Inc | 7,262 | $32.8 萬 | 0.01% | −18,412−71.7% | 減碼 |
| Allianz Asset Management GmbH | 6,852 | $30.9 萬 | 0.00% | +817+13.5% | 加碼 |
| Tower Research Capital LLC (TRC) | 6,852 | $30.9 萬 | 0.01% | +3,503+104.6% | 加碼 |
| MML Investors Services, LLC | 6,818 | $30.8 萬 | 0.00% | −646−8.7% | 減碼 |
| D.A. Davidson & Co. | 6,666 | $30.1 萬 | 0.00% | 00.0% | 不變 |
| Ameritas Investment Partners, Inc. | 6,642 | $30.0 萬 | 0.01% | +1,121+20.3% | 加碼 |
| Creative Planning | 6,231 | $28.1 萬 | 0.00% | −540−8.0% | 減碼 |
| Kolinsky Wealth Management, LLC | 6,084 | $27.5 萬 | 0.27% | +65+1.1% | 加碼 |
| Capital Investment Advisory Services, LLC | 6,023 | $27.2 萬 | 0.03% | +256+4.4% | 加碼 |
| Riverview Capital Advisers, LLC | 5,980 | $27.0 萬 | 0.12% | 00.0% | 不變 |
| Raymond James Financial Services Advisors, Inc. | 5,928 | $26.8 萬 | 0.00% | +1,035+21.2% | 加碼 |
| Truist Financial Corp | 5,857 | $26.4 萬 | 0.00% | +446+8.2% | 加碼 |
| Arden Trust Co | 5,854 | $26.4 萬 | 0.04% | +428+7.9% | 加碼 |
| D. E. Shaw & Co., Inc. | 5,724 | $25.8 萬 | 0.00% | +5,724 | 新進 |
| Nisa Investment Advisors, LLC | 5,593 | $25.2 萬 | 0.00% | −5,100−47.7% | 減碼 |
| XTX Topco Ltd | 5,532 | $25.0 萬 | 0.04% | +5,532 | 新進 |
| O'Rourke & Company, Inc | 5,423 | $24.5 萬 | 0.18% | −198−3.5% | 減碼 |
| Drive Wealth Management, LLC | 5,397 | $24.4 萬 | 0.09% | −1,849−25.5% | 減碼 |