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 |
|---|---|---|---|---|---|
| Public Employees Retirement Association of Colorado | 7,648 | $42.9 萬 | 0.00% | 00.0% | 不變 |
| Everence Capital Management Inc | 7,690 | $43.2 萬 | 0.03% | 00.0% | 不變 |
| Mariner, LLC | 8,053 | $45.2 萬 | 0.00% | +527+7.0% | 加碼 |
| Jefferies Financial Group Inc. | 8,223 | $46.2 萬 | 0.01% | +8,223 | 新進 |
| Engineers Gate Manager LP | 8,300 | $46.6 萬 | 0.01% | +8,300 | 新進 |
| Peak Financial Advisors LLC | 8,470 | $47.5 萬 | 0.32% | +820+10.7% | 加碼 |
| D. E. Shaw & Co., Inc. | 8,759 | $49.2 萬 | 0.00% | +3,035+53.0% | 加碼 |
| Tower Research Capital LLC (TRC) | 9,023 | $50.6 萬 | 0.01% | +2,171+31.7% | 加碼 |
| Pitcairn Co | 9,197 | $51.6 萬 | 0.04% | −31−0.3% | 減碼 |
| Curated Wealth Partners LLC | 9,622 | $54.0 萬 | 0.09% | −198−2.0% | 減碼 |
| Apollon Wealth Management, LLC | 9,936 | $55.8 萬 | 0.02% | +9,936 | 新進 |
| Steward Partners Investment Advisory, LLC | 10,158 | $57.0 萬 | 0.01% | +551+5.7% | 加碼 |
| O'Shaughnessy Asset Management, LLC | 10,277 | $57.7 萬 | 0.01% | +1,557+17.9% | 加碼 |
| Resources Investment Advisors, LLC. | 10,437 | $58.6 萬 | 0.01% | −267−2.5% | 減碼 |
| Nebula Research & Development LLC | 11,045 | $62.0 萬 | 0.19% | +11,045 | 新進 |
| Naples Global Advisors, LLC | 11,171 | $62.7 萬 | 0.07% | −100−0.9% | 減碼 |
| US Bancorp | 11,231 | $63.0 萬 | 0.00% | +2,189+24.2% | 加碼 |
| Bridgefront Capital, LLC | 11,363 | $63.8 萬 | 0.48% | +11,363 | 新進 |
| Juncture Wealth Strategies, LLC | 11,599 | $65.1 萬 | 0.30% | −100−0.9% | 減碼 |
| Quantum Private Wealth, LLC | 11,752 | $66.0 萬 | 0.28% | −13−0.1% | 減碼 |
| Handelsbanken Fonder AB | 11,751 | $66.0 萬 | 0.00% | 00.0% | 不變 |
| ProShare Advisors LLC | 12,543 | $70.4 萬 | 0.00% | +2,383+23.5% | 加碼 |
| First Hawaiian Bank | 12,626 | $70.9 萬 | 0.02% | 00.0% | 不變 |
| Bank of Montreal | 12,345 | $71.1 萬 | 0.00% | +4,894+65.7% | 加碼 |
| Trust Point Inc. | 12,681 | $71.2 萬 | 0.06% | +12,681 | 新進 |
| Friedenthal Financial | 12,976 | $72.8 萬 | 0.48% | +12,976 | 新進 |
| Pathstone Holdings, LLC | 14,196 | $79.7 萬 | 0.00% | +14,196 | 新進 |
| Ausbil Investment Management Ltd | 14,252 | $80.0 萬 | 0.43% | +14,252 | 新進 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 14,337 | $80.5 萬 | 0.00% | +3,538+32.8% | 加碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 14,386 | $80.7 萬 | 0.01% | −30,121−67.7% | 減碼 |
| Harbor Advisors LLC | 14,800 | $83.1 萬 | 0.16% | 00.0% | 不變 |
| State of Wisconsin Investment Board | 15,214 | $85.4 萬 | 0.00% | −5,237−25.6% | 減碼 |
| SG Americas Securities, LLC | 15,228 | $85.5 萬 | 0.01% | +15,228 | 新進 |
| Natixis | 15,600 | $87.6 萬 | 0.01% | +15,600 | 新進 |
| Campbell Newman Asset Management Inc | 15,827 | $88.8 萬 | 0.08% | +84+0.5% | 加碼 |
| TownSquare Capital, LLC | 18,022 | $101.2 萬 | 0.02% | +6,065+50.7% | 加碼 |
| Teza Capital Management LLC | 18,023 | $101.2 萬 | 0.17% | +457+2.6% | 加碼 |
| Arizona State Retirement System | 18,611 | $104.5 萬 | 0.01% | −342−1.8% | 減碼 |
| State Board of Administration of Florida Retirement System | 19,083 | $107.1 萬 | 0.00% | 00.0% | 不變 |
| Qube Research & Technologies Ltd | 19,443 | $109.1 萬 | 0.00% | +19,443 | 新進 |
| Oregon Public Employees Retirement Fund | 19,500 | $109.5 萬 | 0.02% | −300−1.5% | 減碼 |
| New York State Teachers Retirement System | 21,024 | $118.0 萬 | 0.00% | 00.0% | 不變 |
| Bayesian Capital Management, LP | 21,091 | $118.4 萬 | 0.13% | +21,091 | 新進 |
| Teachers Retirement System of the State of Kentucky | 21,500 | $120.6 萬 | 0.01% | 00.0% | 不變 |
| State of Tennessee, Treasury Department | 21,715 | $121.9 萬 | 0.00% | 00.0% | 不變 |
| Federation des caisses Desjardins du Quebec | 22,834 | $128.2 萬 | 0.01% | −180−0.8% | 減碼 |
| Ensign Peak Advisors, Inc | 24,050 | $135.0 萬 | 0.00% | +1,900+8.6% | 加碼 |
| Maryland State Retirement & Pension System | 24,229 | $136.0 萬 | 0.03% | −292−1.2% | 減碼 |
| Captrust Financial Advisors | 25,318 | $142.1 萬 | 0.00% | −2,815−10.0% | 減碼 |
| Empowered Funds, LLC | 25,525 | $143.3 萬 | 0.04% | +25,525 | 新進 |
| Millennium Management LLC | 25,673 | $144.1 萬 | 0.00% | −1,513−5.6% | 減碼 |
| AMG National Trust Bank | 26,372 | $148.0 萬 | 0.05% | −255−1.0% | 減碼 |
| Gabelli Funds LLC | 26,550 | $149.0 萬 | 0.01% | +950+3.7% | 加碼 |
| CenterBook Partners LP | 26,553 | $149.0 萬 | 0.18% | −80,236−75.1% | 減碼 |
| M&T Bank Corp | 26,813 | $150.5 萬 | 0.01% | +21,914+447.3% | 加碼 |
| Amalgamated Bank | 27,233 | $152.9 萬 | 0.01% | −673−2.4% | 減碼 |
| Russell Investments Group, Ltd. | 27,701 | $155.5 萬 | 0.00% | −5,374−16.2% | 減碼 |
| The PNC Financial Services Group, Inc. | 28,321 | $159.0 萬 | 0.00% | −3,554−11.1% | 減碼 |
| PDT Partners, LLC | 28,386 | $159.3 萬 | 0.18% | +55+0.2% | 加碼 |
| American Century Companies Inc | 30,067 | $168.8 萬 | 0.00% | −814−2.6% | 減碼 |
| Mirae Asset Global Investments Co., Ltd. | 30,563 | $171.6 萬 | 0.00% | +1,079+3.7% | 加碼 |
| Quadrature Capital Ltd | 30,813 | $172.9 萬 | 0.03% | −649−2.1% | 減碼 |
| Man Group plc | 32,523 | $182.6 萬 | 0.01% | – | – |
| Verdence Capital Advisors LLC | 33,054 | $185.5 萬 | 0.18% | +340+1.0% | 加碼 |
| Advisor Group Holdings, Inc. | 33,296 | $186.9 萬 | 0.00% | −883−2.6% | 減碼 |
| Price T Rowe Associates Inc | 33,338 | $187.2 萬 | 0.00% | +2,763+9.0% | 加碼 |
| Louisiana State Employees Retirement System | 33,400 | $187.5 萬 | 0.04% | −500−1.5% | 減碼 |
| Janus Henderson Group PLC | 33,668 | $189.0 萬 | 0.00% | −3,851−10.3% | 減碼 |
| Hennion & Walsh Asset Management, Inc. | 33,749 | $189.4 萬 | 0.11% | +350+1.0% | 加碼 |
| Yousif Capital Management, LLC | 33,950 | $190.6 萬 | 0.02% | −10.0% | 減碼 |
| Chevy Chase Trust Holdings, Inc. | 34,575 | $194.1 萬 | 0.01% | −845−2.4% | 減碼 |
| Eagle Rock Investment Company, LLC | 34,888 | $195.8 萬 | 0.40% | +19+0.1% | 加碼 |
| MetLife Investment Management | 35,269 | $198.0 萬 | 0.01% | 00.0% | 不變 |
| Illinois Municipal Retirement Fund | 36,110 | $202.7 萬 | 0.03% | −3,705−9.3% | 減碼 |
| Janney Montgomery Scott LLC | 36,178 | $203.0 萬 | 0.01% | −8,110−18.3% | 減碼 |
| American International Group, Inc. | 36,360 | $204.1 萬 | 0.01% | −301−0.8% | 減碼 |
| Alberta Investment Management Corp | 37,500 | $210.5 萬 | 0.02% | −7,954−17.5% | 減碼 |
| Marshall Wace, LLP | 39,135 | $219.7 萬 | 0.00% | +39,135 | 新進 |
| Jacobs Levy Equity Management, Inc | 39,854 | $223.7 萬 | 0.01% | +39,854 | 新進 |
| BNP Paribas Arbitrage, SA | 40,794 | $229.0 萬 | 0.00% | −11,744−22.4% | 減碼 |
| State of Alaska, Department of Revenue | 40,992 | $230.0 萬 | 0.03% | −457−1.1% | 減碼 |
| Citigroup Inc | 41,017 | $230.2 萬 | 0.00% | +12,464+43.7% | 加碼 |
| Twinbeech Capital LP | 41,430 | $232.5 萬 | 0.04% | +41,430 | 新進 |
| Voya Investment Management LLC | 42,068 | $236.1 萬 | 0.00% | +226+0.5% | 加碼 |
| Manufacturers Life Insurance Company, The | 44,027 | $247.1 萬 | 0.00% | +1,054+2.5% | 加碼 |
| LPL Financial LLC | 45,556 | $255.7 萬 | 0.00% | −8,277−15.4% | 減碼 |
| 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 |
| Cornerstone Investment Partners, LLC | 46,245 | $259.6 萬 | 0.15% | +1,675+3.8% | 加碼 |
| Oppenheimer Asset Management Inc. | 46,363 | $260.2 萬 | 0.04% | −2,597−5.3% | 減碼 |
| Neuberger Berman Group LLC | 48,191 | $270.5 萬 | 0.00% | −1,422−2.9% | 減碼 |
| First National Bank of Omaha | 48,473 | $272.1 萬 | 0.17% | −1,514−3.0% | 減碼 |
| NewEdge Wealth, LLC | 50,149 | $281.5 萬 | 0.07% | −1,142−2.2% | 減碼 |
| Park Circle Co | 50,176 | $281.6 萬 | 2.72% | 00.0% | 不變 |
| Strata Wealth Advisors, LLC | 52,050 | $292.2 萬 | 1.15% | +52,050 | 新進 |
| Comerica Bank | 52,365 | $293.9 萬 | 0.01% | −569−1.1% | 減碼 |
| State of New Jersey Common Pension Fund D | 52,432 | $294.3 萬 | 0.01% | 00.0% | 不變 |
| Vestmark Advisory Solutions, Inc. | 54,196 | $304.2 萬 | 0.15% | +3,009+5.9% | 加碼 |
| HRT Financial LP | 54,584 | $306.3 萬 | 0.02% | +15,778+40.7% | 加碼 |
| DFPG Investments, LLC | 57,004 | $310.3 萬 | 0.24% | +2,004+3.6% | 加碼 |