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 |
|---|---|---|---|---|---|
| D. E. Shaw & Co., Inc. | 5,910 | $33.6 萬 | 0.00% | +5,910 | 新進 |
| Riverview Capital Advisers, LLC | 5,980 | $34.0 萬 | 0.11% | 00.0% | 不變 |
| SG Americas Securities, LLC | 6,007 | $34.2 萬 | 0.00% | +1,804+42.9% | 加碼 |
| Cerity Partners LLC | 6,026 | $34.3 萬 | 0.00% | −7,529−55.5% | 減碼 |
| Kolinsky Wealth Management, LLC | 6,040 | $34.3 萬 | 0.25% | +6+0.1% | 加碼 |
| Balyasny Asset Management LLC | 6,061 | $34.5 萬 | 0.00% | −258,555−97.7% | 減碼 |
| Cetera Investment Advisers | 6,084 | $34.6 萬 | 0.00% | −1,208−16.6% | 減碼 |
| O'Rourke & Company, Inc | 6,195 | $35.2 萬 | 0.20% | +14+0.2% | 加碼 |
| Arden Trust Co | 6,274 | $35.7 萬 | 0.05% | −76−1.2% | 減碼 |
| JustInvest LLC | 6,390 | $36.3 萬 | 0.01% | +193+3.1% | 加碼 |
| First National Advisers, LLC | 6,489 | $36.9 萬 | 0.07% | +589+10.0% | 加碼 |
| Everence Capital Management Inc | 7,690 | $37.7 萬 | 0.03% | 00.0% | 不變 |
| Algert Global LLC | 6,711 | $38.2 萬 | 0.01% | +6,711 | 新進 |
| Capital Investment Advisory Services, LLC | 6,738 | $38.3 萬 | 0.04% | +6+0.1% | 加碼 |
| MML Investors Services, LLC | 6,758 | $38.4 萬 | 0.00% | −1,245−15.6% | 減碼 |
| Ameritas Investment Partners, Inc. | 6,924 | $39.4 萬 | 0.01% | +257+3.9% | 加碼 |
| D.A. Davidson & Co. | 7,056 | $40.1 萬 | 0.00% | 00.0% | 不變 |
| Argent Trust Co | 7,145 | $40.6 萬 | 0.02% | +570+8.7% | 加碼 |
| Bank of Montreal | 7,181 | $40.9 萬 | 0.00% | +192+2.7% | 加碼 |
| Teza Capital Management LLC | 7,336 | $41.7 萬 | 0.05% | −442−5.7% | 減碼 |
| Public Employees Retirement Association of Colorado | 7,648 | $43.5 萬 | 0.00% | 00.0% | 不變 |
| Inceptionr LLC | 8,112 | $46.1 萬 | 0.13% | +1,551+23.6% | 加碼 |
| Edgestream Partners, L.P. | 8,428 | $47.9 萬 | 0.02% | −4,232−33.4% | 減碼 |
| US Bancorp | 8,466 | $48.1 萬 | 0.00% | −2,210−20.7% | 減碼 |
| Sanctuary Advisors, LLC | 9,751 | $48.5 萬 | 0.00% | +9,751 | 新進 |
| Peak Financial Advisors LLC | 8,749 | $49.7 萬 | 0.29% | +34+0.4% | 加碼 |
| Curated Wealth Partners LLC | 8,987 | $51.1 萬 | 0.07% | +8,987 | 新進 |
| Los Angeles Capital Management LLC | 9,058 | $51.5 萬 | 0.00% | +9,058 | 新進 |
| Wiley Bros.-Aintree Capital, LLC | 9,109 | $51.7 萬 | 0.02% | +9,109 | 新進 |
| Mariner, LLC | 9,159 | $52.0 萬 | 0.00% | +857+10.3% | 加碼 |
| Steward Partners Investment Advisory, LLC | 9,225 | $52.5 萬 | 0.01% | +110+1.2% | 加碼 |
| Pictet Asset Management Holding SA | 9,281 | $52.8 萬 | 0.00% | −152−1.6% | 減碼 |
| Alberta Investment Management Corp | 9,301 | $52.9 萬 | 0.01% | −18,428−66.5% | 減碼 |
| Apollon Wealth Management, LLC | 9,491 | $54.0 萬 | 0.02% | −146−1.5% | 減碼 |
| Wesbanco Bank Inc | 9,809 | $55.8 萬 | 0.02% | 00.0% | 不變 |
| Pitcairn Co | 10,114 | $57.5 萬 | 0.04% | +810+8.7% | 加碼 |
| Naples Global Advisors, LLC | 10,171 | $57.8 萬 | 0.06% | +325+3.3% | 加碼 |
| ProShare Advisors LLC | 10,359 | $58.9 萬 | 0.00% | −3,110−23.1% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 11,735 | $66.7 萬 | 0.01% | +668+6.0% | 加碼 |
| Handelsbanken Fonder AB | 11,751 | $66.8 萬 | 0.00% | 00.0% | 不變 |
| Quantum Private Wealth, LLC | 11,752 | $66.8 萬 | 0.24% | 00.0% | 不變 |
| State of Wisconsin Investment Board | 11,816 | $67.2 萬 | 0.00% | −1,117−8.6% | 減碼 |
| First Hawaiian Bank | 12,626 | $71.8 萬 | 0.02% | 00.0% | 不變 |
| Two Sigma Investments, LP | 12,633 | $71.8 萬 | 0.00% | +12,633 | 新進 |
| Resources Investment Advisors, LLC. | 13,640 | $77.6 萬 | 0.01% | +2,945+27.5% | 加碼 |
| Tower Research Capital LLC (TRC) | 13,754 | $78.2 萬 | 0.01% | +11,845+620.5% | 加碼 |
| SkyView Investment Advisors, LLC | 13,866 | $78.8 萬 | 0.14% | +188+1.4% | 加碼 |
| UniSuper Management Pty Ltd | 14,103 | $80.2 萬 | 0.01% | 00.0% | 不變 |
| Harbor Advisors LLC | 14,800 | $84.2 萬 | 0.15% | 00.0% | 不變 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 15,160 | $86.2 萬 | 0.01% | +763+5.3% | 加碼 |
| American Century Companies Inc | 15,448 | $87.8 萬 | 0.00% | −11,966−43.6% | 減碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 15,495 | $88.1 萬 | 0.00% | +2,086+15.6% | 加碼 |
| Campbell Newman Asset Management Inc | 16,289 | $92.6 萬 | 0.07% | +70+0.4% | 加碼 |
| Federation des caisses Desjardins du Quebec | 16,294 | $92.6 萬 | 0.00% | −6,570−28.7% | 減碼 |
| XTX Topco Ltd | 16,524 | $94.0 萬 | 0.08% | +12,110+274.4% | 加碼 |
| Quantbot Technologies LP | 16,819 | $95.6 萬 | 0.05% | −10,795−39.1% | 減碼 |
| Oregon Public Employees Retirement Fund | 17,049 | $96.9 萬 | 0.02% | −818−4.6% | 減碼 |
| State of Tennessee, Treasury Department | 17,465 | $99.3 萬 | 0.00% | 00.0% | 不變 |
| The PNC Financial Services Group, Inc. | 17,492 | $99.5 萬 | 0.00% | −2,571−12.8% | 減碼 |
| New York State Teachers Retirement System | 17,500 | $99.5 萬 | 0.00% | −546−3.0% | 減碼 |
| Russell Investments Group, Ltd. | 17,574 | $99.9 萬 | 0.00% | −390−2.2% | 減碼 |
| Harbor Capital Advisors, Inc. | 18,159 | $103.3 萬 | 0.08% | +39+0.2% | 加碼 |
| Arizona State Retirement System | 18,666 | $106.1 萬 | 0.01% | +345+1.9% | 加碼 |
| Trust Point Inc. | 18,829 | $107.1 萬 | 0.09% | +782+4.3% | 加碼 |
| State Board of Administration of Florida Retirement System | 19,033 | $108.2 萬 | 0.00% | +4,990+35.5% | 加碼 |
| Two Sigma Advisers, LP | 19,400 | $110.3 萬 | 0.00% | +500+2.6% | 加碼 |
| Aquatic Capital Management LLC | 20,800 | $118.3 萬 | 0.04% | −4,100−16.5% | 減碼 |
| Amalgamated Bank | 21,373 | $121.5 萬 | 0.01% | +535+2.6% | 加碼 |
| Teachers Retirement System of the State of Kentucky | 21,500 | $122.2 萬 | 0.01% | 00.0% | 不變 |
| Ensign Peak Advisors, Inc | 22,895 | $130.2 萬 | 0.00% | 00.0% | 不變 |
| Healthcare of Ontario Pension Plan Trust Fund | 23,200 | $131.9 萬 | 0.00% | −9,900−29.9% | 減碼 |
| TownSquare Capital, LLC | 23,660 | $134.5 萬 | 0.02% | +1,292+5.8% | 加碼 |
| Atria Investments LLC | 24,090 | $137.0 萬 | 0.02% | +24,090 | 新進 |
| Maryland State Retirement & Pension System | 24,530 | $139.5 萬 | 0.03% | +508+2.1% | 加碼 |
| AMG National Trust Bank | 26,262 | $149.3 萬 | 0.04% | −100−0.4% | 減碼 |
| Gabelli Funds LLC | 26,550 | $151.0 萬 | 0.01% | 00.0% | 不變 |
| Man Group plc | 26,647 | $151.5 萬 | 0.00% | −8,628−24.5% | 減碼 |
| EFG Asset Management (North America) Corp. | 26,979 | $153.4 萬 | 0.27% | +26,979 | 新進 |
| Diversify Wealth Management, LLC | 26,694 | $159.4 萬 | 0.20% | +26,694 | 新進 |
| Yousif Capital Management, LLC | 28,671 | $163.0 萬 | 0.02% | −1,929−6.3% | 減碼 |
| Empowered Funds, LLC | 28,808 | $163.8 萬 | 0.03% | +2,660+10.2% | 加碼 |
| Strata Wealth Advisors, LLC | 29,428 | $167.3 萬 | 0.58% | −715−2.4% | 減碼 |
| Hennion & Walsh Asset Management, Inc. | 29,874 | $169.9 萬 | 0.09% | −1,824−5.8% | 減碼 |
| M&T Bank Corp | 31,886 | $181.3 萬 | 0.01% | −1,959−5.8% | 減碼 |
| BNP Paribas Arbitrage, SA | 32,149 | $182.8 萬 | 0.00% | −14,577−31.2% | 減碼 |
| Chevy Chase Trust Holdings, Inc. | 32,846 | $186.8 萬 | 0.01% | −1,542−4.5% | 減碼 |
| Public Employees Retirement System of Ohio | 33,170 | $188.6 萬 | 0.01% | −30,747−48.1% | 減碼 |
| Janus Henderson Group PLC | 33,326 | $189.5 萬 | 0.00% | −343−1.0% | 減碼 |
| State of New Jersey Common Pension Fund D | 33,451 | $190.2 萬 | 0.01% | −18,981−36.2% | 減碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 34,167 | $194.3 萬 | 0.00% | +34,167 | 新進 |
| Louisiana State Employees Retirement System | 35,400 | $201.3 萬 | 0.04% | +2,400+7.3% | 加碼 |
| Verdence Capital Advisors LLC | 37,083 | $210.9 萬 | 0.19% | +4,565+14.0% | 加碼 |
| Janney Montgomery Scott LLC | 38,159 | $217.0 萬 | 0.01% | −1,302−3.3% | 減碼 |
| Eagle Rock Investment Company, LLC | 38,598 | $219.5 萬 | 0.40% | +3,710+10.6% | 加碼 |
| Illinois Municipal Retirement Fund | 38,852 | $220.9 萬 | 0.03% | −475−1.2% | 減碼 |
| Price T Rowe Associates Inc | 39,738 | $226.0 萬 | 0.00% | +3,972+11.1% | 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 |
| MetLife Investment Management | 40,755 | $231.7 萬 | 0.01% | +6,236+18.1% | 加碼 |
| Corebridge Financial, Inc. | 40,983 | $233.0 萬 | 0.01% | +40,983 | 新進 |