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 |
|---|---|---|---|---|---|
| Kolinsky Wealth Management, LLC | 6,034 | $34.3 萬 | 0.26% | −23−0.4% | 減碼 |
| Susquehanna International Group, LLP | 6,066 | $34.4 萬 | 0.00% | −68,693−91.9% | 減碼 |
| Allianz Asset Management GmbH | 6,105 | $34.7 萬 | 0.00% | −764−11.1% | 減碼 |
| Nebula Research & Development LLC | 6,141 | $34.9 萬 | 0.08% | −4,904−44.4% | 減碼 |
| O'Rourke & Company, Inc | 6,181 | $35.1 萬 | 0.20% | +537+9.5% | 加碼 |
| JustInvest LLC | 6,197 | $35.2 萬 | 0.01% | +779+14.4% | 加碼 |
| Creative Planning | 6,227 | $35.4 萬 | 0.00% | +161+2.7% | 加碼 |
| Cipher Capital LP | 6,294 | $35.7 萬 | 0.17% | +6,294 | 新進 |
| Natixis | 6,300 | $35.8 萬 | 0.00% | −9,300−59.6% | 減碼 |
| Juncture Wealth Strategies, LLC | 6,300 | $35.8 萬 | 0.15% | −5,299−45.7% | 減碼 |
| Arden Trust Co | 6,350 | $36.0 萬 | 0.05% | +10+0.2% | 加碼 |
| Inceptionr LLC | 6,561 | $37.2 萬 | 0.10% | +6,561 | 新進 |
| Argent Trust Co | 6,575 | $37.3 萬 | 0.02% | +2,730+71.0% | 加碼 |
| Brevan Howard Capital Management LP | 6,594 | $37.4 萬 | 0.03% | +6,594 | 新進 |
| Ameritas Investment Partners, Inc. | 6,667 | $37.8 萬 | 0.01% | −253−3.7% | 減碼 |
| Capital Investment Advisory Services, LLC | 6,732 | $38.2 萬 | 0.04% | +4+0.1% | 加碼 |
| D.A. Davidson & Co. | 7,056 | $40.1 萬 | 0.00% | 00.0% | 不變 |
| Bank of Montreal | 6,989 | $40.1 萬 | 0.00% | −5,356−43.4% | 減碼 |
| Cetera Investment Advisers | 7,292 | $41.4 萬 | 0.00% | +7,292 | 新進 |
| Nisa Investment Advisors, LLC | 7,543 | $42.8 萬 | 0.00% | +5,950+373.5% | 加碼 |
| Armistice Capital, LLC | 7,553 | $42.9 萬 | 0.01% | +7,553 | 新進 |
| Jacobs Levy Equity Management, Inc | 7,558 | $42.9 萬 | 0.00% | −32,296−81.0% | 減碼 |
| Duality Advisers, LP | 7,594 | $43.1 萬 | 0.04% | +3,026+66.2% | 加碼 |
| Public Employees Retirement Association of Colorado | 7,648 | $43.4 萬 | 0.00% | 00.0% | 不變 |
| Everence Capital Management Inc | 7,690 | $43.7 萬 | 0.03% | 00.0% | 不變 |
| Teza Capital Management LLC | 7,778 | $44.2 萬 | 0.06% | −10,245−56.8% | 減碼 |
| MML Investors Services, LLC | 8,003 | $45.4 萬 | 0.00% | +416+5.5% | 加碼 |
| Fox Run Management, L.L.C. | 8,013 | $45.5 萬 | 0.10% | +8,013 | 新進 |
| Mariner, LLC | 8,302 | $47.1 萬 | 0.00% | +249+3.1% | 加碼 |
| ExodusPoint Capital Management, LP | 8,610 | $48.9 萬 | 0.01% | +8,610 | 新進 |
| Peak Financial Advisors LLC | 8,715 | $49.5 萬 | 0.30% | +245+2.9% | 加碼 |
| Steward Partners Investment Advisory, LLC | 9,115 | $51.7 萬 | 0.01% | −1,043−10.3% | 減碼 |
| Pitcairn Co | 9,304 | $52.8 萬 | 0.03% | +107+1.2% | 加碼 |
| Pictet Asset Management Holding SA | 9,433 | $53.6 萬 | 0.00% | +1,809+23.7% | 加碼 |
| State Board of Administration of Florida Retirement System | 14,043 | $54.0 萬 | 0.00% | −5,040−26.4% | 減碼 |
| Apollon Wealth Management, LLC | 9,637 | $54.7 萬 | 0.02% | −299−3.0% | 減碼 |
| Wesbanco Bank Inc | 9,809 | $55.7 萬 | 0.02% | +9,809 | 新進 |
| Naples Global Advisors, LLC | 9,846 | $55.9 萬 | 0.06% | −1,325−11.9% | 減碼 |
| US Bancorp | 10,676 | $60.6 萬 | 0.00% | −555−4.9% | 減碼 |
| Resources Investment Advisors, LLC. | 10,695 | $60.7 萬 | 0.01% | +258+2.5% | 加碼 |
| O'Shaughnessy Asset Management, LLC | 11,067 | $62.8 萬 | 0.01% | +790+7.7% | 加碼 |
| Ausbil Investment Management Ltd | 11,526 | $64.7 萬 | 0.32% | −2,726−19.1% | 減碼 |
| Handelsbanken Fonder AB | 11,751 | $66.7 萬 | 0.00% | 00.0% | 不變 |
| Quantum Private Wealth, LLC | 11,752 | $66.7 萬 | 0.25% | 00.0% | 不變 |
| Omers Administration Corp | 11,800 | $67.0 萬 | 0.01% | +11,800 | 新進 |
| Millennium Management LLC | 12,397 | $70.4 萬 | 0.00% | −13,276−51.7% | 減碼 |
| First Hawaiian Bank | 12,626 | $71.7 萬 | 0.02% | 00.0% | 不變 |
| Edgestream Partners, L.P. | 12,660 | $71.9 萬 | 0.04% | +12,660 | 新進 |
| State of Wisconsin Investment Board | 12,933 | $73.4 萬 | 0.00% | −2,281−15.0% | 減碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 13,409 | $76.1 萬 | 0.00% | −928−6.5% | 減碼 |
| ProShare Advisors LLC | 13,469 | $76.5 萬 | 0.00% | +926+7.4% | 加碼 |
| Cerity Partners LLC | 13,555 | $77.0 萬 | 0.00% | +8,046+146.1% | 加碼 |
| SkyView Investment Advisors, LLC | 13,678 | $77.6 萬 | 0.14% | +13,678 | 新進 |
| Tudor Investment Corp Et Al | 13,924 | $79.0 萬 | 0.01% | +13,924 | 新進 |
| UniSuper Management Pty Ltd | 14,103 | $80.1 萬 | 0.01% | +14,103 | 新進 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 14,397 | $81.7 萬 | 0.01% | +11+0.1% | 加碼 |
| Harbor Advisors LLC | 14,800 | $84.0 萬 | 0.15% | 00.0% | 不變 |
| Campbell Newman Asset Management Inc | 16,219 | $92.1 萬 | 0.07% | +392+2.5% | 加碼 |
| Cookson Peirce & Co Inc | 16,620 | $94.4 萬 | 0.05% | +16,620 | 新進 |
| State of Tennessee, Treasury Department | 17,465 | $99.1 萬 | 0.00% | −4,250−19.6% | 減碼 |
| Oregon Public Employees Retirement Fund | 17,867 | $101.4 萬 | 0.02% | −1,633−8.4% | 減碼 |
| Russell Investments Group, Ltd. | 17,964 | $102.0 萬 | 0.00% | −9,737−35.2% | 減碼 |
| New York State Teachers Retirement System | 18,046 | $102.4 萬 | 0.00% | −2,978−14.2% | 減碼 |
| Trust Point Inc. | 18,047 | $102.5 萬 | 0.08% | +5,366+42.3% | 加碼 |
| Harbor Capital Advisors, Inc. | 18,120 | $102.9 萬 | 0.13% | +18,120 | 新進 |
| Jump Financial, LLC | 18,200 | $103.3 萬 | 0.03% | +18,200 | 新進 |
| Arizona State Retirement System | 18,321 | $104.0 萬 | 0.01% | −290−1.6% | 減碼 |
| Mirae Asset Global Investments Co., Ltd. | 27,743 | $104.1 萬 | 0.00% | −2,820−9.2% | 減碼 |
| Canada Pension Plan Investment Board | 18,700 | $106.2 萬 | 0.00% | +18,700 | 新進 |
| Two Sigma Advisers, LP | 18,900 | $107.3 萬 | 0.00% | +15,300+425.0% | 加碼 |
| The PNC Financial Services Group, Inc. | 20,063 | $113.9 萬 | 0.00% | −8,258−29.2% | 減碼 |
| Campbell & CO Investment Adviser LLC | 20,809 | $118.1 萬 | 0.10% | +20,809 | 新進 |
| Amalgamated Bank | 20,838 | $118.3 萬 | 0.01% | −6,395−23.5% | 減碼 |
| Teachers Retirement System of the State of Kentucky | 21,500 | $122.1 萬 | 0.01% | 00.0% | 不變 |
| Maryland State Retirement & Pension System | 24,022 | $123.4 萬 | 0.02% | −207−0.9% | 減碼 |
| TownSquare Capital, LLC | 22,368 | $127.0 萬 | 0.02% | +4,346+24.1% | 加碼 |
| Federation des caisses Desjardins du Quebec | 22,864 | $128.3 萬 | 0.01% | +30+0.1% | 加碼 |
| Quadrature Capital Ltd | 22,798 | $129.4 萬 | 0.02% | −8,015−26.0% | 減碼 |
| Ensign Peak Advisors, Inc | 22,895 | $130.0 萬 | 0.00% | −1,155−4.8% | 減碼 |
| Aquatic Capital Management LLC | 24,900 | $141.4 萬 | 0.05% | +24,900 | 新進 |
| Empowered Funds, LLC | 26,148 | $148.4 萬 | 0.03% | +623+2.4% | 加碼 |
| Assenagon Asset Management S.A. | 26,286 | $149.2 萬 | 0.00% | +26,286 | 新進 |
| AMG National Trust Bank | 26,362 | $149.7 萬 | 0.04% | −100.0% | 減碼 |
| Gabelli Funds LLC | 26,550 | $150.7 萬 | 0.01% | 00.0% | 不變 |
| American Century Companies Inc | 27,414 | $155.6 萬 | 0.00% | −2,653−8.8% | 減碼 |
| Quantbot Technologies LP | 27,614 | $156.8 萬 | 0.09% | +27,614 | 新進 |
| Alberta Investment Management Corp | 27,729 | $157.4 萬 | 0.02% | −9,771−26.1% | 減碼 |
| PDT Partners, LLC | 28,331 | $160.8 萬 | 0.15% | −55−0.2% | 減碼 |
| Strata Wealth Advisors, LLC | 30,143 | $171.1 萬 | 0.60% | −21,907−42.1% | 減碼 |
| Yousif Capital Management, LLC | 30,600 | $173.7 萬 | 0.02% | −3,350−9.9% | 減碼 |
| Hennion & Walsh Asset Management, Inc. | 31,698 | $179.9 萬 | 0.10% | −2,051−6.1% | 減碼 |
| Verdence Capital Advisors LLC | 32,518 | $184.6 萬 | 0.17% | −536−1.6% | 減碼 |
| Louisiana State Employees Retirement System | 33,000 | $187.3 萬 | 0.04% | −400−1.2% | 減碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 33,100 | $187.9 萬 | 0.01% | +33,100 | 新進 |
| Janus Henderson Group PLC | 33,669 | $191.1 萬 | 0.00% | +10.0% | 加碼 |
| M&T Bank Corp | 33,845 | $192.1 萬 | 0.01% | +7,032+26.2% | 加碼 |
| Oppenheimer Asset Management Inc. | 34,310 | $194.8 萬 | 0.03% | −12,053−26.0% | 減碼 |
| Chevy Chase Trust Holdings, Inc. | 34,388 | $195.2 萬 | 0.01% | −187−0.5% | 減碼 |
| MetLife Investment Management | 34,519 | $196.0 萬 | 0.01% | −750−2.1% | 減碼 |
| Eagle Rock Investment Company, LLC | 34,888 | $198.1 萬 | 0.37% | 00.0% | 不變 |