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。
2024 年第 1 季 13F 持有人
Moelis & Co 在 2024/3/31 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
- 308
- 較 2023 年第 4 季 +29 家
- 持有股數
- 7,266 萬
- 較 2023 年第 4 季 +31.7 萬 (+0.4%)
- 總市值
- $41.2 億
- 較 2023 年第 4 季 +$6,299 萬 (+1.6%)
- 新進機構
- 56
- 另有 93 家加碼
- 清倉機構
- 27
- 另有 114 家減碼
另有 1 家機構在 2023 年第 4 季持有、還沒有申報 2024 年第 1 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 |
2024 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| BlackRock Inc. | 7,977,784 | $4.53 億 | 0.01% | −24,813−0.3% | 減碼 |
| Vanguard Group Inc | 7,769,940 | $4.41 億 | 0.01% | −2,7020.0% | 減碼 |
| Kayne Anderson Rudnick Investment Management LLC | 7,142,856 | $4.05 億 | 0.94% | +60,966+0.9% | 加碼 |
| London Co of Virginia | 3,580,584 | $2.03 億 | 1.07% | +112,406+3.2% | 加碼 |
| Wasatch Advisors Inc | 3,417,643 | $1.94 億 | 1.01% | +159,797+4.9% | 加碼 |
| Goldman Sachs Group Inc | 3,222,361 | $1.83 億 | 0.04% | −152,024−4.5% | 減碼 |
| Timucuan Asset Management Inc | 3,027,630 | $1.72 億 | 5.80% | +50,403+1.7% | 加碼 |
| State Street Corp | 2,623,802 | $1.49 億 | 0.01% | +63,108+2.5% | 加碼 |
| Heard Capital LLC | 2,117,000 | $1.20 億 | 7.55% | +258,881+13.9% | 加碼 |
| Alliancebernstein L.P. | 1,664,998 | $9,452 萬 | 0.03% | −452,399−21.4% | 減碼 |
| Madison Asset Management, LLC | 1,603,609 | $9,104 萬 | 1.12% | +203,960+14.6% | 加碼 |
| Ameriprise Financial Inc | 1,539,404 | $8,739 萬 | 0.02% | +430,973+38.9% | 加碼 |
| Geode Capital Management, LLC | 1,453,230 | $8,251 萬 | 0.01% | +44,214+3.1% | 加碼 |
| JPMorgan Chase & Co | 1,274,633 | $7,236 萬 | 0.01% | +126,751+11.0% | 加碼 |
| Lord, Abbett & Co. LLC | 1,118,245 | $6,348 萬 | 0.20% | +55,402+5.2% | 加碼 |
| Westwood Holdings Group Inc. | 1,109,652 | $6,300 萬 | 0.49% | −12,734−1.1% | 減碼 |
| Wells Fargo & Company | 1,079,816 | $6,130 萬 | 0.02% | +2,271+0.2% | 加碼 |
| Artisan Partners Limited Partnership | 1,076,715 | $6,113 萬 | 0.09% | −2,332−0.2% | 減碼 |
| Dimensional Fund Advisors LP | 1,016,063 | $5,768 萬 | 0.02% | −107,858−9.6% | 減碼 |
| HighTower Advisors, LLC | 983,679 | $5,584 萬 | 0.09% | −151,516−13.3% | 減碼 |
| Northern Trust Corp | 906,791 | $5,148 萬 | 0.01% | −14,906−1.6% | 減碼 |
| Charles Schwab Investment Management Inc | 843,378 | $4,788 萬 | 0.01% | +28,810+3.5% | 加碼 |
| Bank of New York Mellon Corp | 726,009 | $4,122 萬 | 0.01% | −28,196−3.7% | 減碼 |
| Capital World Investors | 719,000 | $4,082 萬 | 0.01% | 00.0% | 不變 |
| Norges Bank | 693,014 | $3,934 萬 | 0.01% | −50,254−6.8% | 減碼 |
| Morgan Stanley | 638,475 | $3,625 萬 | 0.00% | −75,788−10.6% | 減碼 |
| Bank of America Corp | 549,729 | $3,121 萬 | 0.00% | +39,424+7.7% | 加碼 |
| Bamco Inc | 547,747 | $3,110 萬 | 0.08% | 00.0% | 不變 |
| Royal Bank of Canada | 519,690 | $2,950 萬 | 0.01% | +34,298+7.1% | 加碼 |
| Cramer Rosenthal McGlynn LLC | 461,273 | $2,619 萬 | 1.42% | −61,129−11.7% | 減碼 |
| Emerald Advisers, LLC | 452,825 | $2,571 萬 | 1.03% | +1,782+0.4% | 加碼 |
| Tributary Capital Management, LLC | 435,383 | $2,472 萬 | 2.02% | −6,205−1.4% | 減碼 |
| Emerald Mutual Fund Advisers Trust | 380,711 | $2,161 萬 | 1.13% | 00.0% | 不變 |
| Raymond James & Associates | 363,668 | $2,065 萬 | 0.01% | −4,313−1.2% | 減碼 |
| Principal Financial Group Inc | 346,907 | $1,969 萬 | 0.01% | −449,849−56.5% | 減碼 |
| Barclays PLC | 315,626 | $1,792 萬 | 0.01% | +138,939+78.6% | 加碼 |
| Balyasny Asset Management LLC | 264,616 | $1,502 萬 | 0.04% | +264,616 | 新進 |
| Citadel Advisors LLC | 262,224 | $1,489 萬 | 0.01% | +262,224 | 新進 |
| SEI Investments Co | 258,695 | $1,469 萬 | 0.02% | +51,690+25.0% | 加碼 |
| Natixis Advisors, L.P. | 253,662 | $1,440 萬 | 0.03% | +107,213+73.2% | 加碼 |
| Stifel Financial Corp | 236,961 | $1,345 萬 | 0.02% | +5,731+2.5% | 加碼 |
| Envestnet Asset Management Inc | 231,085 | $1,312 萬 | 0.00% | +47,856+26.1% | 加碼 |
| Nuveen Asset Management, LLC | 205,892 | $1,169 萬 | 0.00% | +183+0.1% | 加碼 |
| No Street GP LP | 200,000 | $1,135 萬 | 1.00% | +200,000 | 新進 |
| Rhumbline Advisers | 197,822 | $1,123 萬 | 0.01% | −1,167−0.6% | 減碼 |
| Legal & General Group Plc | 195,159 | $1,108 萬 | 0.00% | +3,760+2.0% | 加碼 |
| Capital Management Corp | 190,330 | $1,081 萬 | 2.06% | −28,197−12.9% | 減碼 |
| Deutsche Bank AG | 177,817 | $1,009 萬 | 0.00% | +1,469+0.8% | 加碼 |
| Winslow Asset Management Inc | 176,811 | $1,004 萬 | 1.89% | +1,848+1.1% | 加碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 176,314 | $1,001 萬 | 0.04% | +30,295+20.7% | 加碼 |
| HSBC Holdings PLC | 175,283 | $995.1 萬 | 0.01% | +70,787+67.7% | 加碼 |
| Royce & Associates LP | 174,613 | $991.3 萬 | 0.09% | −4,256−2.4% | 減碼 |
| UBS Group AG | 160,361 | $910.4 萬 | 0.00% | +16,650+11.6% | 加碼 |
| FMR LLC | 140,336 | $796.7 萬 | 0.00% | +16,404+13.2% | 加碼 |
| Public Sector Pension Investment Board | 136,645 | $775.7 萬 | 0.06% | −1,700−1.2% | 減碼 |
| Swiss National Bank | 131,600 | $747.1 萬 | 0.01% | +400+0.3% | 加碼 |
| Jane Street Group, LLC | 121,916 | $692.1 萬 | 0.01% | +50,667+71.1% | 加碼 |
| Susquehanna Portfolio Strategies, LLC | 109,275 | $620.4 萬 | 0.14% | 00.0% | 不變 |
| First Eagle Investment Management, LLC | 105,651 | $599.8 萬 | 0.01% | +8,600+8.9% | 加碼 |
| Regions Financial Corp | 101,772 | $577.8 萬 | 0.04% | −2,746−2.6% | 減碼 |
| Invesco Ltd. | 100,235 | $569.0 萬 | 0.00% | −86,688−46.4% | 減碼 |
| Jennison Associates LLC | 93,081 | $528.4 萬 | 0.00% | −157−0.2% | 減碼 |
| Grandeur Peak Global Advisors, LLC | 91,914 | $521.8 萬 | 0.41% | −31,901−25.8% | 減碼 |
| Wealth Enhancement Advisory Services, LLC | 89,173 | $506.2 萬 | 0.01% | +89,173 | 新進 |
| Mutual of America Capital Management LLC | 79,277 | $450.1 萬 | 0.05% | −17,291−17.9% | 減碼 |
| UBS Asset Management Americas Inc | 79,234 | $449.8 萬 | 0.00% | 00.0% | 不變 |
| Victory Capital Management Inc | 78,346 | $444.8 萬 | 0.00% | −163,382−67.6% | 減碼 |
| Prudential Financial Inc | 76,044 | $431.7 萬 | 0.01% | −1,907−2.4% | 減碼 |
| Pinebridge Investments, L.P. | 74,764 | $424.4 萬 | 0.03% | +74,764 | 新進 |
| Fisher Asset Management, LLC | 74,378 | $422.2 萬 | 0.00% | +7,013+10.4% | 加碼 |
| Marshall Wace, LLP | 70,989 | $403.0 萬 | 0.01% | +31,854+81.4% | 加碼 |
| Credit Suisse AG | 68,178 | $387.0 萬 | 0.00% | −277−0.4% | 減碼 |
| California State Teachers Retirement System | 66,672 | $378.5 萬 | 0.00% | −3,628−5.2% | 減碼 |
| Diversify Advisory Services, LLC | 64,630 | $363.0 萬 | 0.21% | +64,630 | 新進 |
| Public Employees Retirement System of Ohio | 63,917 | $362.9 萬 | 0.01% | −7,572−10.6% | 減碼 |
| Jupiter Asset Management Ltd | 63,440 | $360.1 萬 | 0.03% | +63,440 | 新進 |
| B. Metzler seel. Sohn & Co. AG | 63,422 | $360.0 萬 | 0.04% | +1,065+1.7% | 加碼 |
| Salvus Wealth Management, LLC | 61,653 | $350.0 萬 | 2.39% | −500−0.8% | 減碼 |
| Moran Wealth Management, LLC | 59,482 | $337.7 萬 | 0.11% | +1,059+1.8% | 加碼 |
| Great West Life Assurance Co | 58,850 | $334.0 萬 | 0.01% | +2,667+4.7% | 加碼 |
| Texas Permanent School Fund | 58,344 | $331.2 萬 | 0.03% | +763+1.3% | 加碼 |
| Thrivent Financial for Lutherans | 57,833 | $328.3 萬 | 0.01% | −1,571−2.6% | 減碼 |
| Richard Bernstein Advisors LLC | 56,761 | $322.2 萬 | 0.07% | 00.0% | 不變 |
| New York State Common Retirement Fund | 56,600 | $321.3 萬 | 0.00% | 00.0% | 不變 |
| Blue Zone Wealth Advisors, LLC | 56,595 | $321.3 萬 | 1.10% | +56,595 | 新進 |
| Vestmark Advisory Solutions, Inc. | 53,878 | $305.9 萬 | 0.13% | −318−0.6% | 減碼 |
| State of New Jersey Common Pension Fund D | 52,432 | $297.7 萬 | 0.01% | 00.0% | 不變 |
| Park Circle Co | 50,176 | $284.8 萬 | 2.66% | 00.0% | 不變 |
| Comerica Bank | 49,346 | $280.1 萬 | 0.01% | −3,019−5.8% | 減碼 |
| Manufacturers Life Insurance Company, The | 48,508 | $275.4 萬 | 0.00% | +4,481+10.2% | 加碼 |
| Pathstone Holdings, LLC | 46,964 | $266.6 萬 | 0.01% | +32,768+230.8% | 加碼 |
| BNP Paribas Arbitrage, SA | 46,726 | $265.3 萬 | 0.00% | +5,932+14.5% | 加碼 |
| NewEdge Wealth, LLC | 50,872 | $263.8 萬 | 0.06% | +723+1.4% | 加碼 |
| Cornerstone Investment Partners, LLC | 46,171 | $262.1 萬 | 0.13% | −74−0.2% | 減碼 |
| Neuberger Berman Group LLC | 46,088 | $261.6 萬 | 0.00% | −2,103−4.4% | 減碼 |
| First National Bank of Omaha | 44,304 | $258.6 萬 | 0.18% | −4,169−8.6% | 減碼 |
| LPL Financial LLC | 43,962 | $249.6 萬 | 0.00% | −1,594−3.5% | 減碼 |
| Brinker Capital Investments, LLC | 43,860 | $249.0 萬 | 0.03% | −1,969−4.3% | 減碼 |
| Orion Portfolio Solutions, LLC | 43,860 | $249.0 萬 | 0.03% | −1,969−4.3% | 減碼 |
| Citigroup Inc | 42,671 | $242.2 萬 | 0.00% | +1,654+4.0% | 加碼 |