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 3 季 13F 持有人
Moelis & Co 在 2024/9/30 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
- 334
- 較 2024 年第 2 季 +44 家
- 持有股數
- 7,172 萬
- 較 2024 年第 2 季 +729.2 萬 (+11.3%)
- 總市值
- $49.1 億
- 較 2024 年第 2 季 +$12.5 億 (+34.1%)
- 新進機構
- 65
- 另有 112 家加碼
- 清倉機構
- 21
- 另有 105 家減碼
另有 4 家機構在 2024 年第 2 季持有、還沒有申報 2024 年第 3 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| BlackRock, Inc. | 8,390,376 | $5.75 億 | 0.01% | +8,390,376 | 新進 |
| Vanguard Group Inc | 8,047,549 | $5.51 億 | 0.01% | −106,389−1.3% | 減碼 |
| Kayne Anderson Rudnick Investment Management LLC | 7,233,837 | $4.96 億 | 1.09% | +43,616+0.6% | 加碼 |
| London Co of Virginia | 3,692,882 | $2.53 億 | 1.33% | +70,334+1.9% | 加碼 |
| Wasatch Advisors Inc | 2,848,073 | $1.95 億 | 0.96% | −733,752−20.5% | 減碼 |
| State Street Corp | 2,733,951 | $1.87 億 | 0.01% | +3,271+0.1% | 加碼 |
| Timucuan Asset Management Inc | 2,583,495 | $1.77 億 | 5.37% | −458,070−15.1% | 減碼 |
| Ameriprise Financial Inc | 2,242,708 | $1.54 億 | 0.04% | +490,955+28.0% | 加碼 |
| Goldman Sachs Group Inc | 1,960,578 | $1.34 億 | 0.03% | −635,031−24.5% | 減碼 |
| Heard Capital LLC | 1,798,360 | $1.23 億 | 6.91% | −352,350−16.4% | 減碼 |
| Geode Capital Management, LLC | 1,590,316 | $1.09 億 | 0.01% | +10,698+0.7% | 加碼 |
| Madison Asset Management, LLC | 1,559,321 | $1.07 億 | 1.20% | −211,514−11.9% | 減碼 |
| JPMorgan Chase & Co | 1,206,118 | $8,263 萬 | 0.01% | −256,185−17.5% | 減碼 |
| Citadel Advisors LLC | 1,106,178 | $7,578 萬 | 0.08% | +1,001,915+960.9% | 加碼 |
| Wells Fargo & Company | 1,068,985 | $7,324 萬 | 0.02% | −1,336−0.1% | 減碼 |
| Lord, Abbett & Co. LLC | 974,140 | $6,674 萬 | 0.21% | −145,292−13.0% | 減碼 |
| Charles Schwab Investment Management Inc | 922,920 | $6,323 萬 | 0.01% | +16,830+1.9% | 加碼 |
| HighTower Advisors, LLC | 896,235 | $6,144 萬 | 0.09% | −139,206−13.4% | 減碼 |
| Northern Trust Corp | 823,389 | $5,641 萬 | 0.01% | +106,393+14.8% | 加碼 |
| Natixis Advisors, L.P. | 804,860 | $5,514 萬 | 0.11% | +96,720+13.7% | 加碼 |
| Morgan Stanley | 775,075 | $5,310 萬 | 0.00% | +140,850+22.2% | 加碼 |
| Norges Bank | 745,551 | $5,108 萬 | 0.01% | +86,342+13.1% | 加碼 |
| Dimensional Fund Advisors LP | 731,104 | $5,009 萬 | 0.01% | −61,566−7.8% | 減碼 |
| Capital World Investors | 719,000 | $4,926 萬 | 0.01% | 00.0% | 不變 |
| Assenagon Asset Management S.A. | 715,472 | $4,902 萬 | 0.10% | +715,472 | 新進 |
| Bank of New York Mellon Corp | 691,830 | $4,740 萬 | 0.01% | −63,711−8.4% | 減碼 |
| Royal Bank of Canada | 656,427 | $4,497 萬 | 0.01% | +64,637+10.9% | 加碼 |
| Bank of America Corp | 539,380 | $3,695 萬 | 0.00% | −5,022−0.9% | 減碼 |
| Bamco Inc | 527,186 | $3,612 萬 | 0.10% | −20,561−3.8% | 減碼 |
| Artisan Partners Limited Partnership | 506,709 | $3,471 萬 | 0.05% | −562,460−52.6% | 減碼 |
| Westwood Holdings Group Inc. | 486,176 | $3,331 萬 | 0.14% | −99,299−17.0% | 減碼 |
| Emerald Advisers, LLC | 440,330 | $3,017 萬 | 1.17% | +5,844+1.3% | 加碼 |
| Tributary Capital Management, LLC | 434,716 | $2,978 萬 | 2.31% | −1,826−0.4% | 減碼 |
| Raymond James & Associates | 372,919 | $2,555 萬 | 0.02% | +2,053+0.6% | 加碼 |
| Emerald Mutual Fund Advisers Trust | 360,871 | $2,472 萬 | 1.28% | −19,840−5.2% | 減碼 |
| Envestnet Asset Management Inc | 354,760 | $2,430 萬 | 0.01% | +61,231+20.9% | 加碼 |
| Principal Financial Group Inc | 333,370 | $2,284 萬 | 0.01% | −16,322−4.7% | 減碼 |
| Voya Investment Management LLC | 320,671 | $2,197 萬 | 0.02% | −73,954−18.7% | 減碼 |
| Cramer Rosenthal McGlynn LLC | 303,007 | $2,076 萬 | 1.15% | −77,200−20.3% | 減碼 |
| SEI Investments Co | 284,360 | $1,948 萬 | 0.03% | −21,511−7.0% | 減碼 |
| Invesco Ltd. | 281,519 | $1,929 萬 | 0.00% | +181,616+181.8% | 加碼 |
| Stifel Financial Corp | 241,772 | $1,656 萬 | 0.02% | +4,762+2.0% | 加碼 |
| Millennium Management LLC | 238,817 | $1,636 萬 | 0.01% | +238,817 | 新進 |
| Balyasny Asset Management LLC | 229,261 | $1,571 萬 | 0.04% | +223,200+3,682.6% | 加碼 |
| Legal & General Group Plc | 193,862 | $1,328 萬 | 0.00% | −2,015−1.0% | 減碼 |
| Rhumbline Advisers | 193,860 | $1,328 萬 | 0.01% | −7,613−3.8% | 減碼 |
| Axiom Investors LLC | 185,952 | $1,274 萬 | 0.11% | +185,952 | 新進 |
| Deutsche Bank AG | 185,144 | $1,268 萬 | 0.01% | −9,669−5.0% | 減碼 |
| Capital Management Corp | 180,459 | $1,236 萬 | 2.20% | −6,536−3.5% | 減碼 |
| Nuveen Asset Management, LLC | 178,614 | $1,224 萬 | 0.00% | −29,298−14.1% | 減碼 |
| Winslow Asset Management Inc | 175,179 | $1,200 萬 | 2.22% | +1,361+0.8% | 加碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 155,508 | $1,065 萬 | 0.05% | −6,764−4.2% | 減碼 |
| UBS Group AG | 152,852 | $1,047 萬 | 0.00% | −33,196−17.8% | 減碼 |
| HSBC Holdings PLC | 150,583 | $1,034 萬 | 0.01% | −96,072−38.9% | 減碼 |
| Public Sector Pension Investment Board | 149,314 | $1,023 萬 | 0.06% | −5,500−3.6% | 減碼 |
| UBS Asset Management Americas Inc | 145,203 | $994.8 萬 | 0.00% | −13,663−8.6% | 減碼 |
| Wealth Enhancement Advisory Services, LLC | 143,741 | $984.8 萬 | 0.02% | +8,342+6.2% | 加碼 |
| Barclays PLC | 142,138 | $973.8 萬 | 0.00% | −122,978−46.4% | 減碼 |
| Swiss National Bank | 137,400 | $941.3 萬 | 0.01% | +6,200+4.7% | 加碼 |
| FMR LLC | 126,127 | $864.1 萬 | 0.00% | +207+0.2% | 加碼 |
| First Eagle Investment Management, LLC | 120,751 | $827.3 萬 | 0.02% | −4,200−3.4% | 減碼 |
| Pier Capital, LLC | 118,989 | $815.2 萬 | 1.15% | +118,989 | 新進 |
| Royce & Associates LP | 112,488 | $770.7 萬 | 0.07% | −68,040−37.7% | 減碼 |
| Susquehanna Portfolio Strategies, LLC | 109,275 | $748.6 萬 | 0.51% | 00.0% | 不變 |
| Jacobs Levy Equity Management, Inc | 101,741 | $697.0 萬 | 0.03% | +101,741 | 新進 |
| Regions Financial Corp | 101,384 | $694.6 萬 | 0.05% | +402+0.4% | 加碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 98,000 | $671.4 萬 | 0.02% | +74,800+322.4% | 加碼 |
| Jane Street Group, LLC | 88,742 | $608.0 萬 | 0.01% | +10,710+13.7% | 加碼 |
| Jennison Associates LLC | 88,234 | $604.5 萬 | 0.00% | −5,289−5.7% | 減碼 |
| Citigroup Inc | 87,213 | $597.5 萬 | 0.01% | +37,375+75.0% | 加碼 |
| ExodusPoint Capital Management, LP | 86,452 | $592.3 萬 | 0.06% | +86,452 | 新進 |
| Alliancebernstein L.P. | 85,465 | $585.5 萬 | 0.00% | −1,336,026−94.0% | 減碼 |
| Victory Capital Management Inc | 85,202 | $583.7 萬 | 0.01% | +35,713+72.2% | 加碼 |
| Renaissance Technologies LLC | 83,644 | $573.0 萬 | 0.01% | +83,644 | 新進 |
| Great West Life Assurance Co | 79,286 | $543.3 萬 | 0.01% | +301+0.4% | 加碼 |
| Mutual of America Capital Management LLC | 76,311 | $522.8 萬 | 0.06% | −2,457−3.1% | 減碼 |
| Prudential Financial Inc | 74,241 | $508.6 萬 | 0.01% | −2,491−3.2% | 減碼 |
| Qube Research & Technologies Ltd | 71,483 | $489.7 萬 | 0.01% | +71,483 | 新進 |
| Palisades Investment Partners, LLC | 70,015 | $479.7 萬 | 2.09% | +4,147+6.3% | 加碼 |
| EAM Investors, LLC | 67,931 | $465.4 萬 | 0.70% | +67,931 | 新進 |
| California State Teachers Retirement System | 66,574 | $456.1 萬 | 0.01% | +1,221+1.9% | 加碼 |
| Fisher Asset Management, LLC | 62,570 | $428.7 萬 | 0.00% | +220+0.4% | 加碼 |
| Blue Zone Wealth Advisors, LLC | 58,791 | $402.8 萬 | 1.25% | +737+1.3% | 加碼 |
| NewEdge Wealth, LLC | 58,560 | $401.2 萬 | 0.07% | +8,737+17.5% | 加碼 |
| D. E. Shaw & Co., Inc. | 57,653 | $395.0 萬 | 0.01% | +51,743+875.5% | 加碼 |
| Richard Bernstein Advisors LLC | 56,774 | $389.0 萬 | 0.08% | 00.0% | 不變 |
| Chevy Chase Trust Holdings, Inc. | 55,809 | $382.3 萬 | 0.01% | +22,963+69.9% | 加碼 |
| Thrivent Financial for Lutherans | 55,256 | $378.6 萬 | 0.01% | −3,149−5.4% | 減碼 |
| Vestmark Advisory Solutions, Inc. | 54,502 | $373.4 萬 | 0.14% | −709−1.3% | 減碼 |
| SpiderRock Advisors, LLC | 54,071 | $370.4 萬 | 0.08% | −3,419−5.9% | 減碼 |
| Manufacturers Life Insurance Company, The | 51,975 | $356.1 萬 | 0.00% | −2,487−4.6% | 減碼 |
| New York State Common Retirement Fund | 51,864 | $355.3 萬 | 0.00% | −7,400−12.5% | 減碼 |
| LPL Financial LLC | 50,561 | $346.4 萬 | 0.00% | +1,665+3.4% | 加碼 |
| Park Circle Co | 50,176 | $343.8 萬 | 3.06% | 00.0% | 不變 |
| B. Metzler seel. Sohn & Co. AG | 50,107 | $343.3 萬 | 0.03% | −13,315−21.0% | 減碼 |
| B. Metzler seel. Sohn & Co. Holding AG | 50,107 | $343.3 萬 | 0.03% | +50,107 | 新進 |
| HRT Financial LP | 49,370 | $338.2 萬 | 0.02% | +49,370 | 新進 |
| Comerica Bank | 48,068 | $329.3 萬 | 0.01% | +548+1.2% | 加碼 |
| Salvus Wealth Management, LLC | 47,627 | $326.3 萬 | 2.00% | −12,823−21.2% | 減碼 |
| Neuberger Berman Group LLC | 47,439 | $325.0 萬 | 0.00% | −394−0.8% | 減碼 |