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 4 季 13F 持有人
Moelis & Co 在 2023/12/31 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
- 280
- 較 2023 年第 3 季 +17 家
- 持有股數
- 7,240 萬
- 較 2023 年第 3 季 −43.2 萬 (−0.6%)
- 總市值
- $40.6 億
- 較 2023 年第 3 季 +$7.76 億 (+23.6%)
- 新進機構
- 52
- 另有 84 家加碼
- 清倉機構
- 35
- 另有 107 家減碼
另有 5 家機構在 2023 年第 3 季持有、還沒有申報 2023 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| BlackRock Inc. | 8,002,597 | $4.49 億 | 0.01% | +211,321+2.7% | 加碼 |
| Vanguard Group Inc | 7,772,642 | $4.36 億 | 0.01% | −14,841−0.2% | 減碼 |
| Kayne Anderson Rudnick Investment Management LLC | 7,081,890 | $3.98 億 | 0.99% | −197,319−2.7% | 減碼 |
| London Co of Virginia | 3,468,178 | $1.95 億 | 1.10% | +50,106+1.5% | 加碼 |
| Goldman Sachs Group Inc | 3,374,385 | $1.89 億 | 0.04% | +334,620+11.0% | 加碼 |
| Wasatch Advisors Inc | 3,257,846 | $1.83 億 | 1.01% | −192,328−5.6% | 減碼 |
| Timucuan Asset Management Inc | 2,977,227 | $1.67 億 | 5.84% | −73,467−2.4% | 減碼 |
| State Street Corp | 2,560,694 | $1.44 億 | 0.01% | +61,218+2.4% | 加碼 |
| Alliancebernstein L.P. | 2,117,397 | $1.19 億 | 0.05% | −121,337−5.4% | 減碼 |
| Heard Capital LLC | 1,858,119 | $1.04 億 | 6.99% | −5,851−0.3% | 減碼 |
| Geode Capital Management, LLC | 1,409,016 | $7,910 萬 | 0.01% | +68,860+5.1% | 加碼 |
| Madison Asset Management, LLC | 1,399,649 | $7,856 萬 | 1.06% | +60,455+4.5% | 加碼 |
| JPMorgan Chase & Co | 1,147,882 | $6,443 萬 | 0.01% | −326,260−22.1% | 減碼 |
| HighTower Advisors, LLC | 1,135,195 | $6,374 萬 | 0.11% | +23,995+2.2% | 加碼 |
| Dimensional Fund Advisors LP | 1,123,921 | $6,309 萬 | 0.02% | −75,228−6.3% | 減碼 |
| Westwood Holdings Group Inc. | 1,122,386 | $6,300 萬 | 0.53% | −178,116−13.7% | 減碼 |
| Ameriprise Financial Inc | 1,108,431 | $6,222 萬 | 0.02% | +39,607+3.7% | 加碼 |
| Artisan Partners Limited Partnership | 1,079,047 | $6,057 萬 | 0.10% | −39,955−3.6% | 減碼 |
| Wells Fargo & Company | 1,077,545 | $6,048 萬 | 0.02% | −12,870−1.2% | 減碼 |
| Lord, Abbett & Co. LLC | 1,062,843 | $5,966 萬 | 0.21% | −152,632−12.6% | 減碼 |
| Northern Trust Corp | 921,697 | $5,173 萬 | 0.01% | −6,008−0.6% | 減碼 |
| Charles Schwab Investment Management Inc | 814,568 | $4,572 萬 | 0.01% | +21,839+2.8% | 加碼 |
| Principal Financial Group Inc | 796,756 | $4,472 萬 | 0.03% | +3,553+0.4% | 加碼 |
| Bank of New York Mellon Corp | 754,205 | $4,233 萬 | 0.01% | −180,435−19.3% | 減碼 |
| Vaughan Nelson Investment Management, L.P. | 752,615 | $4,224 萬 | 0.42% | +136,235+22.1% | 加碼 |
| Norges Bank | 743,268 | $4,172 萬 | 0.01% | +296,484+66.4% | 加碼 |
| Capital World Investors | 719,000 | $4,036 萬 | 0.01% | 00.0% | 不變 |
| Morgan Stanley | 714,263 | $4,009 萬 | 0.00% | +123,706+20.9% | 加碼 |
| Bamco Inc | 547,747 | $3,075 萬 | 0.08% | −2,405−0.4% | 減碼 |
| Cramer Rosenthal McGlynn LLC | 522,402 | $2,932 萬 | 1.59% | +87,917+20.2% | 加碼 |
| Bank of America Corp | 510,305 | $2,864 萬 | 0.00% | +17,710+3.6% | 加碼 |
| Royal Bank of Canada | 485,392 | $2,725 萬 | 0.01% | +115,086+31.1% | 加碼 |
| Emerald Advisers, LLC | 451,043 | $2,532 萬 | 1.08% | −7,259−1.6% | 減碼 |
| Tributary Capital Management, LLC | 441,588 | $2,479 萬 | 2.09% | −7,550−1.7% | 減碼 |
| Emerald Mutual Fund Advisers Trust | 380,711 | $2,137 萬 | 1.13% | 00.0% | 不變 |
| Raymond James & Associates | 367,981 | $2,065 萬 | 0.02% | −12,042−3.2% | 減碼 |
| Victory Capital Management Inc | 241,728 | $1,357 萬 | 0.01% | −16,507−6.4% | 減碼 |
| Stifel Financial Corp | 231,230 | $1,298 萬 | 0.02% | +20,193+9.6% | 加碼 |
| Capital Management Corp | 218,527 | $1,227 萬 | 2.41% | −12,405−5.4% | 減碼 |
| SEI Investments Co | 207,005 | $1,162 萬 | 0.02% | −20,616−9.1% | 減碼 |
| Nuveen Asset Management, LLC | 205,709 | $1,155 萬 | 0.00% | +35,184+20.6% | 加碼 |
| Rhumbline Advisers | 198,989 | $1,117 萬 | 0.01% | −3,881−1.9% | 減碼 |
| Legal & General Group Plc | 191,399 | $1,074 萬 | 0.00% | +2,214+1.2% | 加碼 |
| Azora Capital LP | 188,858 | $1,060 萬 | 0.96% | +188,858 | 新進 |
| Invesco Ltd. | 186,923 | $1,049 萬 | 0.00% | −93,847−33.4% | 減碼 |
| Envestnet Asset Management Inc | 183,229 | $1,028 萬 | 0.00% | +21,534+13.3% | 加碼 |
| Royce & Associates LP | 178,869 | $1,004 萬 | 0.09% | −100,378−35.9% | 減碼 |
| Barclays PLC | 176,687 | $991.7 萬 | 0.01% | −117,323−39.9% | 減碼 |
| Deutsche Bank AG | 176,348 | $989.8 萬 | 0.01% | +250.0% | 加碼 |
| Winslow Asset Management Inc | 174,963 | $982.1 萬 | 2.00% | +2,593+1.5% | 加碼 |
| Natixis Advisors, L.P. | 146,449 | $821.9 萬 | 0.02% | +23,426+19.0% | 加碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 146,019 | $819.6 萬 | 0.04% | +76,889+111.2% | 加碼 |
| UBS Group AG | 143,711 | $806.6 萬 | 0.00% | +21,813+17.9% | 加碼 |
| Public Sector Pension Investment Board | 138,345 | $776.5 萬 | 0.06% | +56,062+68.1% | 加碼 |
| Swiss National Bank | 131,200 | $736.4 萬 | 0.01% | −15,100−10.3% | 減碼 |
| FMR LLC | 123,932 | $695.6 萬 | 0.00% | +2,123+1.7% | 加碼 |
| Grandeur Peak Global Advisors, LLC | 123,815 | $695.0 萬 | 0.49% | −14,660−10.6% | 減碼 |
| Susquehanna Portfolio Strategies, LLC | 109,275 | $613.4 萬 | 0.11% | +109,275 | 新進 |
| HSBC Holdings PLC | 104,496 | $590.6 萬 | 0.01% | +413+0.4% | 加碼 |
| Regions Financial Corp | 104,518 | $586.7 萬 | 0.05% | −4,328−4.0% | 減碼 |
| First Eagle Investment Management, LLC | 97,051 | $544.7 萬 | 0.01% | −8,055−7.7% | 減碼 |
| Mutual of America Capital Management LLC | 96,568 | $542.0 萬 | 0.06% | +20,413+26.8% | 加碼 |
| Jennison Associates LLC | 93,238 | $523.3 萬 | 0.00% | −8,313−8.2% | 減碼 |
| UBS Asset Management Americas Inc | 79,234 | $444.7 萬 | 0.00% | 00.0% | 不變 |
| Prudential Financial Inc | 77,951 | $437.5 萬 | 0.01% | −1,699−2.1% | 減碼 |
| Susquehanna International Group, LLP | 74,759 | $419.6 萬 | 0.01% | +63,182+545.8% | 加碼 |
| Public Employees Retirement System of Ohio | 71,489 | $401.3 萬 | 0.02% | −7,202−9.2% | 減碼 |
| Jane Street Group, LLC | 71,249 | $399.9 萬 | 0.00% | +38,411+117.0% | 加碼 |
| California State Teachers Retirement System | 70,300 | $394.6 萬 | 0.01% | −3,316−4.5% | 減碼 |
| Credit Suisse AG | 68,455 | $384.2 萬 | 0.00% | +4,655+7.3% | 加碼 |
| Fisher Asset Management, LLC | 67,365 | $378.1 萬 | 0.00% | −5,396−7.4% | 減碼 |
| B. Metzler seel. Sohn & Co. AG | 62,357 | $350.0 萬 | 0.04% | −1,660−2.6% | 減碼 |
| Salvus Wealth Management, LLC | 62,153 | $348.9 萬 | 2.48% | −2,235−3.5% | 減碼 |
| Thrivent Financial for Lutherans | 59,404 | $333.4 萬 | 0.01% | −1,497−2.5% | 減碼 |
| Squarepoint Ops LLC | 58,661 | $329.3 萬 | 0.01% | −40,393−40.8% | 減碼 |
| Moran Wealth Management, LLC | 58,423 | $327.9 萬 | 0.12% | +1,447+2.5% | 加碼 |
| Texas Permanent School Fund | 57,581 | $323.2 萬 | 0.03% | +1,049+1.9% | 加碼 |
| Richard Bernstein Advisors LLC | 56,761 | $318.6 萬 | 0.07% | +32+0.1% | 加碼 |
| New York State Common Retirement Fund | 56,600 | $317.7 萬 | 0.00% | −1,404−2.4% | 減碼 |
| Great West Life Assurance Co | 56,183 | $315.0 萬 | 0.01% | −11,701−17.2% | 減碼 |
| DFPG Investments, LLC | 57,004 | $310.3 萬 | 0.24% | +2,004+3.6% | 加碼 |
| HRT Financial LP | 54,584 | $306.3 萬 | 0.02% | +15,778+40.7% | 加碼 |
| Vestmark Advisory Solutions, Inc. | 54,196 | $304.2 萬 | 0.15% | +3,009+5.9% | 加碼 |
| State of New Jersey Common Pension Fund D | 52,432 | $294.3 萬 | 0.01% | 00.0% | 不變 |
| Comerica Bank | 52,365 | $293.9 萬 | 0.01% | −569−1.1% | 減碼 |
| Strata Wealth Advisors, LLC | 52,050 | $292.2 萬 | 1.15% | +52,050 | 新進 |
| Park Circle Co | 50,176 | $281.6 萬 | 2.72% | 00.0% | 不變 |
| NewEdge Wealth, LLC | 50,149 | $281.5 萬 | 0.07% | −1,142−2.2% | 減碼 |
| First National Bank of Omaha | 48,473 | $272.1 萬 | 0.17% | −1,514−3.0% | 減碼 |
| Neuberger Berman Group LLC | 48,191 | $270.5 萬 | 0.00% | −1,422−2.9% | 減碼 |
| Oppenheimer Asset Management Inc. | 46,363 | $260.2 萬 | 0.04% | −2,597−5.3% | 減碼 |
| Cornerstone Investment Partners, LLC | 46,245 | $259.6 萬 | 0.15% | +1,675+3.8% | 加碼 |
| Brinker Capital Investments, LLC | 45,829 | $257.1 萬 | 0.03% | −2,830−5.8% | 減碼 |
| Orion Portfolio Solutions, LLC | 45,829 | $257.1 萬 | 0.03% | −2,830−5.8% | 減碼 |
| LPL Financial LLC | 45,556 | $255.7 萬 | 0.00% | −8,277−15.4% | 減碼 |
| Manufacturers Life Insurance Company, The | 44,027 | $247.1 萬 | 0.00% | +1,054+2.5% | 加碼 |
| Voya Investment Management LLC | 42,068 | $236.1 萬 | 0.00% | +226+0.5% | 加碼 |
| Twinbeech Capital LP | 41,430 | $232.5 萬 | 0.04% | +41,430 | 新進 |
| Citigroup Inc | 41,017 | $230.2 萬 | 0.00% | +12,464+43.7% | 加碼 |
| State of Alaska, Department of Revenue | 40,992 | $230.0 萬 | 0.03% | −457−1.1% | 減碼 |