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 |
|---|---|---|---|---|---|
| Atria Investments LLC | 25,197 | $172.6 萬 | 0.02% | +1,107+4.6% | 加碼 |
| EFG Asset Management (North America) Corp. | 26,654 | $182.6 萬 | 0.31% | −325−1.2% | 減碼 |
| Holocene Advisors, LP | 26,755 | $183.3 萬 | 0.01% | +26,755 | 新進 |
| Hennion & Walsh Asset Management, Inc. | 27,255 | $186.7 萬 | 0.09% | −2,619−8.8% | 減碼 |
| Yousif Capital Management, LLC | 27,705 | $189.8 萬 | 0.02% | −966−3.4% | 減碼 |
| Man Group plc | 28,617 | $196.1 萬 | 0.01% | +1,970+7.4% | 加碼 |
| Strata Wealth Advisors, LLC | 28,712 | $196.7 萬 | 0.63% | −716−2.4% | 減碼 |
| Public Employees Retirement System of Ohio | 28,772 | $197.1 萬 | 0.01% | −4,398−13.3% | 減碼 |
| State of New Jersey Common Pension Fund D | 29,349 | $201.1 萬 | 0.01% | −4,102−12.3% | 減碼 |
| Diversify Wealth Management, LLC | 29,756 | $203.1 萬 | 0.20% | +3,062+11.5% | 加碼 |
| Monashee Investment Management LLC | 30,000 | $205.5 萬 | 0.22% | +30,000 | 新進 |
| Seven Eight Capital, LP | 30,265 | $207.3 萬 | 0.19% | +30,265 | 新進 |
| Empowered Funds, LLC | 30,514 | $209.1 萬 | 0.03% | +1,706+5.9% | 加碼 |
| M&T Bank Corp | 31,349 | $214.8 萬 | 0.01% | −537−1.7% | 減碼 |
| Janus Henderson Group PLC | 33,326 | $228.3 萬 | 0.00% | 00.0% | 不變 |
| Verdence Capital Advisors LLC | 33,676 | $230.7 萬 | 0.18% | −3,407−9.2% | 減碼 |
| Louisiana State Employees Retirement System | 34,000 | $232.9 萬 | 0.04% | −1,400−4.0% | 減碼 |
| Janney Montgomery Scott LLC | 36,005 | $246.7 萬 | 0.01% | −2,154−5.6% | 減碼 |
| Allianz Asset Management GmbH | 37,256 | $255.2 萬 | 0.00% | −29,610−44.3% | 減碼 |
| Brinker Capital Investments, LLC | 38,037 | $260.6 萬 | 0.03% | −2,224−5.5% | 減碼 |
| Orion Portfolio Solutions, LLC | 38,037 | $260.6 萬 | 0.03% | −2,224−5.5% | 減碼 |
| Diversify Advisory Services, LLC | 37,355 | $262.9 萬 | 0.14% | −10,196−21.4% | 減碼 |
| Eagle Rock Investment Company, LLC | 38,598 | $264.4 萬 | 0.44% | 00.0% | 不變 |
| Mirae Asset Global ETFs Holdings Ltd. | 38,657 | $264.8 萬 | 0.01% | +4,490+13.1% | 加碼 |
| Illinois Municipal Retirement Fund | 38,872 | $266.3 萬 | 0.04% | +20+0.1% | 加碼 |
| Pathstone Holdings, LLC | 39,715 | $272.1 萬 | 0.01% | −7,409−15.7% | 減碼 |
| MetLife Investment Management | 39,773 | $272.5 萬 | 0.02% | −982−2.4% | 減碼 |
| State of Alaska, Department of Revenue | 40,153 | $275.0 萬 | 0.03% | −1,153−2.8% | 減碼 |
| Corebridge Financial, Inc. | 40,555 | $277.8 萬 | 0.01% | −428−1.0% | 減碼 |
| Price T Rowe Associates Inc | 41,768 | $286.2 萬 | 0.00% | +2,030+5.1% | 加碼 |
| Oppenheimer Asset Management Inc. | 42,363 | $290.2 萬 | 0.03% | −8,912−17.4% | 減碼 |
| BNP Paribas Arbitrage, SA | 42,526 | $291.3 萬 | 0.00% | +10,377+32.3% | 加碼 |
| First National Bank of Omaha | 44,345 | $303.8 萬 | 0.19% | −668−1.5% | 減碼 |
| Campbell & CO Investment Adviser LLC | 46,226 | $316.7 萬 | 0.24% | +46,226 | 新進 |
| Neuberger Berman Group LLC | 47,439 | $325.0 萬 | 0.00% | −394−0.8% | 減碼 |
| Salvus Wealth Management, LLC | 47,627 | $326.3 萬 | 2.00% | −12,823−21.2% | 減碼 |
| Comerica Bank | 48,068 | $329.3 萬 | 0.01% | +548+1.2% | 加碼 |
| HRT Financial LP | 49,370 | $338.2 萬 | 0.02% | +49,370 | 新進 |
| 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 |
| Park Circle Co | 50,176 | $343.8 萬 | 3.06% | 00.0% | 不變 |
| LPL Financial LLC | 50,561 | $346.4 萬 | 0.00% | +1,665+3.4% | 加碼 |
| New York State Common Retirement Fund | 51,864 | $355.3 萬 | 0.00% | −7,400−12.5% | 減碼 |
| Manufacturers Life Insurance Company, The | 51,975 | $356.1 萬 | 0.00% | −2,487−4.6% | 減碼 |
| SpiderRock Advisors, LLC | 54,071 | $370.4 萬 | 0.08% | −3,419−5.9% | 減碼 |
| Vestmark Advisory Solutions, Inc. | 54,502 | $373.4 萬 | 0.14% | −709−1.3% | 減碼 |
| Thrivent Financial for Lutherans | 55,256 | $378.6 萬 | 0.01% | −3,149−5.4% | 減碼 |
| Chevy Chase Trust Holdings, Inc. | 55,809 | $382.3 萬 | 0.01% | +22,963+69.9% | 加碼 |
| Richard Bernstein Advisors LLC | 56,774 | $389.0 萬 | 0.08% | 00.0% | 不變 |
| D. E. Shaw & Co., Inc. | 57,653 | $395.0 萬 | 0.01% | +51,743+875.5% | 加碼 |
| NewEdge Wealth, LLC | 58,560 | $401.2 萬 | 0.07% | +8,737+17.5% | 加碼 |
| Blue Zone Wealth Advisors, LLC | 58,791 | $402.8 萬 | 1.25% | +737+1.3% | 加碼 |
| Fisher Asset Management, LLC | 62,570 | $428.7 萬 | 0.00% | +220+0.4% | 加碼 |
| California State Teachers Retirement System | 66,574 | $456.1 萬 | 0.01% | +1,221+1.9% | 加碼 |
| EAM Investors, LLC | 67,931 | $465.4 萬 | 0.70% | +67,931 | 新進 |
| Palisades Investment Partners, LLC | 70,015 | $479.7 萬 | 2.09% | +4,147+6.3% | 加碼 |
| Qube Research & Technologies Ltd | 71,483 | $489.7 萬 | 0.01% | +71,483 | 新進 |
| Prudential Financial Inc | 74,241 | $508.6 萬 | 0.01% | −2,491−3.2% | 減碼 |
| Mutual of America Capital Management LLC | 76,311 | $522.8 萬 | 0.06% | −2,457−3.1% | 減碼 |
| Great West Life Assurance Co | 79,286 | $543.3 萬 | 0.01% | +301+0.4% | 加碼 |
| Renaissance Technologies LLC | 83,644 | $573.0 萬 | 0.01% | +83,644 | 新進 |
| Victory Capital Management Inc | 85,202 | $583.7 萬 | 0.01% | +35,713+72.2% | 加碼 |
| Alliancebernstein L.P. | 85,465 | $585.5 萬 | 0.00% | −1,336,026−94.0% | 減碼 |
| ExodusPoint Capital Management, LP | 86,452 | $592.3 萬 | 0.06% | +86,452 | 新進 |
| Citigroup Inc | 87,213 | $597.5 萬 | 0.01% | +37,375+75.0% | 加碼 |
| Jennison Associates LLC | 88,234 | $604.5 萬 | 0.00% | −5,289−5.7% | 減碼 |
| Jane Street Group, LLC | 88,742 | $608.0 萬 | 0.01% | +10,710+13.7% | 加碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 98,000 | $671.4 萬 | 0.02% | +74,800+322.4% | 加碼 |
| Regions Financial Corp | 101,384 | $694.6 萬 | 0.05% | +402+0.4% | 加碼 |
| Jacobs Levy Equity Management, Inc | 101,741 | $697.0 萬 | 0.03% | +101,741 | 新進 |
| Susquehanna Portfolio Strategies, LLC | 109,275 | $748.6 萬 | 0.51% | 00.0% | 不變 |
| Royce & Associates LP | 112,488 | $770.7 萬 | 0.07% | −68,040−37.7% | 減碼 |
| Pier Capital, LLC | 118,989 | $815.2 萬 | 1.15% | +118,989 | 新進 |
| First Eagle Investment Management, LLC | 120,751 | $827.3 萬 | 0.02% | −4,200−3.4% | 減碼 |
| FMR LLC | 126,127 | $864.1 萬 | 0.00% | +207+0.2% | 加碼 |
| Swiss National Bank | 137,400 | $941.3 萬 | 0.01% | +6,200+4.7% | 加碼 |
| Barclays PLC | 142,138 | $973.8 萬 | 0.00% | −122,978−46.4% | 減碼 |
| Wealth Enhancement Advisory Services, LLC | 143,741 | $984.8 萬 | 0.02% | +8,342+6.2% | 加碼 |
| UBS Asset Management Americas Inc | 145,203 | $994.8 萬 | 0.00% | −13,663−8.6% | 減碼 |
| Public Sector Pension Investment Board | 149,314 | $1,023 萬 | 0.06% | −5,500−3.6% | 減碼 |
| HSBC Holdings PLC | 150,583 | $1,034 萬 | 0.01% | −96,072−38.9% | 減碼 |
| UBS Group AG | 152,852 | $1,047 萬 | 0.00% | −33,196−17.8% | 減碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 155,508 | $1,065 萬 | 0.05% | −6,764−4.2% | 減碼 |
| Winslow Asset Management Inc | 175,179 | $1,200 萬 | 2.22% | +1,361+0.8% | 加碼 |
| Nuveen Asset Management, LLC | 178,614 | $1,224 萬 | 0.00% | −29,298−14.1% | 減碼 |
| Capital Management Corp | 180,459 | $1,236 萬 | 2.20% | −6,536−3.5% | 減碼 |
| Deutsche Bank AG | 185,144 | $1,268 萬 | 0.01% | −9,669−5.0% | 減碼 |
| Axiom Investors LLC | 185,952 | $1,274 萬 | 0.11% | +185,952 | 新進 |
| Rhumbline Advisers | 193,860 | $1,328 萬 | 0.01% | −7,613−3.8% | 減碼 |
| Legal & General Group Plc | 193,862 | $1,328 萬 | 0.00% | −2,015−1.0% | 減碼 |
| Balyasny Asset Management LLC | 229,261 | $1,571 萬 | 0.04% | +223,200+3,682.6% | 加碼 |
| Millennium Management LLC | 238,817 | $1,636 萬 | 0.01% | +238,817 | 新進 |
| Stifel Financial Corp | 241,772 | $1,656 萬 | 0.02% | +4,762+2.0% | 加碼 |
| Invesco Ltd. | 281,519 | $1,929 萬 | 0.00% | +181,616+181.8% | 加碼 |
| SEI Investments Co | 284,360 | $1,948 萬 | 0.03% | −21,511−7.0% | 減碼 |
| Cramer Rosenthal McGlynn LLC | 303,007 | $2,076 萬 | 1.15% | −77,200−20.3% | 減碼 |
| Voya Investment Management LLC | 320,671 | $2,197 萬 | 0.02% | −73,954−18.7% | 減碼 |
| Principal Financial Group Inc | 333,370 | $2,284 萬 | 0.01% | −16,322−4.7% | 減碼 |
| Envestnet Asset Management Inc | 354,760 | $2,430 萬 | 0.01% | +61,231+20.9% | 加碼 |
| Emerald Mutual Fund Advisers Trust | 360,871 | $2,472 萬 | 1.28% | −19,840−5.2% | 減碼 |