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 2 季 13F 持有人
Moelis & Co 在 2024/6/30 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
- 294
- 較 2024 年第 1 季 −10 家
- 持有股數
- 7,259 萬
- 較 2024 年第 1 季 +1.48 萬 (0.0%)
- 總市值
- $41.3 億
- 較 2024 年第 1 季 +$870.5 萬 (+0.2%)
- 新進機構
- 33
- 另有 116 家加碼
- 清倉機構
- 43
- 另有 92 家減碼
另有 4 家機構在 2024 年第 1 季持有、還沒有申報 2024 年第 2 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 2 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 2024 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Vanguard Group Inc | 8,153,938 | $4.64 億 | 0.01% | +383,998+4.9% | 加碼 |
| BlackRock Inc. | 8,149,615 | $4.63 億 | 0.01% | +171,831+2.2% | 加碼 |
| Kayne Anderson Rudnick Investment Management LLC | 7,190,221 | $4.09 億 | 1.00% | +47,365+0.7% | 加碼 |
| London Co of Virginia | 3,622,548 | $2.06 億 | 1.16% | +41,964+1.2% | 加碼 |
| Wasatch Advisors Inc | 3,581,825 | $2.04 億 | 1.09% | +164,182+4.8% | 加碼 |
| Timucuan Asset Management Inc | 3,041,565 | $1.73 億 | 5.94% | +13,935+0.5% | 加碼 |
| State Street Corp | 2,730,680 | $1.55 億 | 0.01% | +106,878+4.1% | 加碼 |
| Goldman Sachs Group Inc | 2,595,609 | $1.48 億 | 0.03% | −626,752−19.5% | 減碼 |
| Heard Capital LLC | 2,150,710 | $1.22 億 | 7.46% | +33,710+1.6% | 加碼 |
| Madison Asset Management, LLC | 1,770,835 | $1.01 億 | 1.25% | +167,226+10.4% | 加碼 |
| Ameriprise Financial Inc | 1,751,753 | $9,960 萬 | 0.03% | +212,349+13.8% | 加碼 |
| Geode Capital Management, LLC | 1,579,618 | $8,984 萬 | 0.01% | +126,388+8.7% | 加碼 |
| JPMorgan Chase & Co | 1,462,303 | $8,315 萬 | 0.01% | +187,670+14.7% | 加碼 |
| Alliancebernstein L.P. | 1,421,491 | $8,083 萬 | 0.03% | −243,507−14.6% | 減碼 |
| Lord, Abbett & Co. LLC | 1,119,432 | $6,365 萬 | 0.21% | +1,187+0.1% | 加碼 |
| Wells Fargo & Company | 1,070,321 | $6,086 萬 | 0.02% | −9,495−0.9% | 減碼 |
| Artisan Partners Limited Partnership | 1,069,169 | $6,079 萬 | 0.09% | −7,546−0.7% | 減碼 |
| HighTower Advisors, LLC | 1,035,441 | $5,889 萬 | 0.09% | +51,762+5.3% | 加碼 |
| Charles Schwab Investment Management Inc | 906,090 | $5,152 萬 | 0.01% | +62,712+7.4% | 加碼 |
| Dimensional Fund Advisors LP | 792,670 | $4,507 萬 | 0.01% | −223,393−22.0% | 減碼 |
| Bank of New York Mellon Corp | 755,541 | $4,296 萬 | 0.01% | +29,532+4.1% | 加碼 |
| Capital World Investors | 719,000 | $4,088 萬 | 0.01% | 00.0% | 不變 |
| Northern Trust Corp | 716,996 | $4,077 萬 | 0.01% | −189,795−20.9% | 減碼 |
| Natixis Advisors, L.P. | 708,140 | $4,027 萬 | 0.09% | +454,478+179.2% | 加碼 |
| Norges Bank | 659,209 | $3,748 萬 | 0.01% | −33,805−4.9% | 減碼 |
| Morgan Stanley | 634,225 | $3,606 萬 | 0.00% | −4,250−0.7% | 減碼 |
| Royal Bank of Canada | 591,790 | $3,365 萬 | 0.01% | +72,100+13.9% | 加碼 |
| Westwood Holdings Group Inc. | 585,475 | $3,329 萬 | 0.16% | −524,177−47.2% | 減碼 |
| Bamco Inc | 547,747 | $3,114 萬 | 0.09% | 00.0% | 不變 |
| Bank of America Corp | 544,402 | $3,095 萬 | 0.00% | −5,327−1.0% | 減碼 |
| Tributary Capital Management, LLC | 436,542 | $2,482 萬 | 2.06% | +1,159+0.3% | 加碼 |
| Emerald Advisers, LLC | 434,486 | $2,470 萬 | 1.04% | −18,339−4.0% | 減碼 |
| Voya Investment Management LLC | 394,625 | $2,244 萬 | 0.02% | +357,200+954.4% | 加碼 |
| Emerald Mutual Fund Advisers Trust | 380,711 | $2,165 萬 | 1.13% | 00.0% | 不變 |
| Cramer Rosenthal McGlynn LLC | 380,207 | $2,162 萬 | 1.27% | −81,066−17.6% | 減碼 |
| Raymond James & Associates | 370,866 | $2,109 萬 | 0.01% | +7,198+2.0% | 加碼 |
| Principal Financial Group Inc | 349,692 | $1,988 萬 | 0.01% | +2,785+0.8% | 加碼 |
| SEI Investments Co | 305,871 | $1,739 萬 | 0.02% | +47,176+18.2% | 加碼 |
| Envestnet Asset Management Inc | 293,529 | $1,669 萬 | 0.01% | +62,444+27.0% | 加碼 |
| Barclays PLC | 265,116 | $1,507 萬 | 0.01% | −50,510−16.0% | 減碼 |
| HSBC Holdings PLC | 246,655 | $1,411 萬 | 0.01% | +71,372+40.7% | 加碼 |
| Stifel Financial Corp | 237,010 | $1,348 萬 | 0.02% | +490.0% | 加碼 |
| Nuveen Asset Management, LLC | 207,912 | $1,182 萬 | 0.00% | +2,020+1.0% | 加碼 |
| Rhumbline Advisers | 201,473 | $1,146 萬 | 0.01% | +3,651+1.8% | 加碼 |
| Legal & General Group Plc | 195,877 | $1,114 萬 | 0.00% | +718+0.4% | 加碼 |
| Deutsche Bank AG | 194,813 | $1,108 萬 | 0.01% | +16,996+9.6% | 加碼 |
| Capital Management Corp | 186,995 | $1,063 萬 | 2.13% | −3,335−1.8% | 減碼 |
| UBS Group AG | 186,048 | $1,058 萬 | 0.00% | +25,687+16.0% | 加碼 |
| Royce & Associates LP | 180,528 | $1,026 萬 | 0.10% | +5,915+3.4% | 加碼 |
| Winslow Asset Management Inc | 173,818 | $988.3 萬 | 1.95% | −2,993−1.7% | 減碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 162,272 | $922.7 萬 | 0.04% | −14,042−8.0% | 減碼 |
| UBS Asset Management Americas Inc | 158,866 | $903.3 萬 | 0.00% | +79,632+100.5% | 加碼 |
| Public Sector Pension Investment Board | 154,814 | $880.3 萬 | 0.06% | +18,169+13.3% | 加碼 |
| Wealth Enhancement Advisory Services, LLC | 135,399 | $769.9 萬 | 0.02% | +46,226+51.8% | 加碼 |
| Swiss National Bank | 131,200 | $746.0 萬 | 0.01% | −400−0.3% | 減碼 |
| FMR LLC | 125,920 | $716.0 萬 | 0.00% | −14,416−10.3% | 減碼 |
| First Eagle Investment Management, LLC | 124,951 | $710.5 萬 | 0.02% | +19,300+18.3% | 加碼 |
| Susquehanna Portfolio Strategies, LLC | 109,275 | $621.3 萬 | 0.26% | 00.0% | 不變 |
| Citadel Advisors LLC | 104,263 | $592.8 萬 | 0.01% | −157,961−60.2% | 減碼 |
| Regions Financial Corp | 100,982 | $574.2 萬 | 0.04% | −790−0.8% | 減碼 |
| Invesco Ltd. | 99,903 | $568.0 萬 | 0.00% | −332−0.3% | 減碼 |
| Jennison Associates LLC | 93,523 | $531.8 萬 | 0.00% | +442+0.5% | 加碼 |
| Cinctive Capital Management LP | 83,943 | $477.3 萬 | 0.26% | +83,943 | 新進 |
| Great West Life Assurance Co | 78,985 | $449.1 萬 | 0.01% | +20,135+34.2% | 加碼 |
| Mutual of America Capital Management LLC | 78,768 | $447.9 萬 | 0.05% | −509−0.6% | 減碼 |
| Jane Street Group, LLC | 78,032 | $443.7 萬 | 0.00% | −43,884−36.0% | 減碼 |
| Prudential Financial Inc | 76,732 | $436.3 萬 | 0.01% | +688+0.9% | 加碼 |
| Allianz Asset Management GmbH | 66,866 | $380.2 萬 | 0.01% | +60,761+995.3% | 加碼 |
| Palisades Investment Partners, LLC | 65,868 | $374.5 萬 | 1.85% | +65,868 | 新進 |
| California State Teachers Retirement System | 65,353 | $371.6 萬 | 0.00% | −1,319−2.0% | 減碼 |
| B. Metzler seel. Sohn & Co. AG | 63,422 | $360.6 萬 | 0.04% | 00.0% | 不變 |
| Fisher Asset Management, LLC | 62,350 | $354.5 萬 | 0.00% | −12,028−16.2% | 減碼 |
| Salvus Wealth Management, LLC | 60,450 | $343.7 萬 | 2.36% | −1,203−2.0% | 減碼 |
| New York State Common Retirement Fund | 59,264 | $337.0 萬 | 0.00% | +2,664+4.7% | 加碼 |
| Thrivent Financial for Lutherans | 58,405 | $332.1 萬 | 0.01% | +572+1.0% | 加碼 |
| Blue Zone Wealth Advisors, LLC | 58,054 | $330.1 萬 | 1.14% | +1,459+2.6% | 加碼 |
| SpiderRock Advisors, LLC | 57,490 | $326.9 萬 | 0.09% | +57,490 | 新進 |
| Richard Bernstein Advisors LLC | 56,774 | $322.8 萬 | 0.07% | +130.0% | 加碼 |
| Vestmark Advisory Solutions, Inc. | 55,211 | $313.9 萬 | 0.13% | +1,333+2.5% | 加碼 |
| Manufacturers Life Insurance Company, The | 54,462 | $309.7 萬 | 0.00% | +5,954+12.3% | 加碼 |
| Oppenheimer Asset Management Inc. | 51,275 | $291.5 萬 | 0.04% | +16,965+49.4% | 加碼 |
| Grandeur Peak Global Advisors, LLC | 50,447 | $286.8 萬 | 0.23% | −41,467−45.1% | 減碼 |
| Park Circle Co | 50,176 | $285.3 萬 | 2.81% | 00.0% | 不變 |
| Cornerstone Investment Partners, LLC | 50,012 | $284.4 萬 | 0.14% | +3,841+8.3% | 加碼 |
| Citigroup Inc | 49,838 | $283.4 萬 | 0.00% | +7,167+16.8% | 加碼 |
| NewEdge Wealth, LLC | 49,823 | $283.3 萬 | 0.06% | −1,049−2.1% | 減碼 |
| Victory Capital Management Inc | 49,489 | $281.4 萬 | 0.00% | −28,857−36.8% | 減碼 |
| LPL Financial LLC | 48,896 | $278.0 萬 | 0.00% | +4,934+11.2% | 加碼 |
| Diversify Advisory Services, LLC | 47,551 | $276.5 萬 | 0.15% | −17,079−26.4% | 減碼 |
| Neuberger Berman Group LLC | 47,833 | $272.0 萬 | 0.00% | +1,745+3.8% | 加碼 |
| Comerica Bank | 47,520 | $270.2 萬 | 0.01% | −1,826−3.7% | 減碼 |
| Pathstone Holdings, LLC | 47,124 | $267.9 萬 | 0.01% | +160+0.3% | 加碼 |
| First National Bank of Omaha | 45,013 | $255.9 萬 | 0.17% | +709+1.6% | 加碼 |
| State of Alaska, Department of Revenue | 41,306 | $234.8 萬 | 0.03% | +694+1.7% | 加碼 |
| Corebridge Financial, Inc. | 40,983 | $233.0 萬 | 0.01% | +40,983 | 新進 |
| MetLife Investment Management | 40,755 | $231.7 萬 | 0.01% | +6,236+18.1% | 加碼 |
| Brinker Capital Investments, LLC | 40,261 | $228.9 萬 | 0.02% | −3,599−8.2% | 減碼 |
| Orion Portfolio Solutions, LLC | 40,261 | $228.9 萬 | 0.02% | −3,599−8.2% | 減碼 |
| Price T Rowe Associates Inc | 39,738 | $226.0 萬 | 0.00% | +3,972+11.1% | 加碼 |
| Illinois Municipal Retirement Fund | 38,852 | $220.9 萬 | 0.03% | −475−1.2% | 減碼 |