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 4 季 13F 持有人
Moelis & Co 在 2024/12/31 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
- 352
- 較 2024 年第 3 季 +24 家
- 持有股數
- 7,114 萬
- 較 2024 年第 3 季 −8.62 萬 (−0.1%)
- 總市值
- $52.6 億
- 較 2024 年第 3 季 +$3.76 億 (+7.7%)
- 新進機構
- 65
- 另有 115 家加碼
- 清倉機構
- 41
- 另有 118 家減碼
另有 6 家機構在 2024 年第 3 季持有、還沒有申報 2024 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| BlackRock, Inc. | 8,405,993 | $6.21 億 | 0.01% | +15,617+0.2% | 加碼 |
| Vanguard Group Inc | 8,147,315 | $6.02 億 | 0.01% | +99,766+1.2% | 加碼 |
| Kayne Anderson Rudnick Investment Management LLC | 7,097,345 | $5.24 億 | 1.21% | −136,492−1.9% | 減碼 |
| London Co of Virginia | 3,668,831 | $2.71 億 | 1.48% | −24,051−0.7% | 減碼 |
| State Street Corp | 2,858,839 | $2.11 億 | 0.01% | +124,888+4.6% | 加碼 |
| Wasatch Advisors Inc | 2,632,536 | $1.94 億 | 0.96% | −215,537−7.6% | 減碼 |
| Ameriprise Financial Inc | 2,165,231 | $1.60 億 | 0.04% | −77,477−3.5% | 減碼 |
| Timucuan Asset Management Inc | 1,998,515 | $1.48 億 | 4.52% | −584,980−22.6% | 減碼 |
| Goldman Sachs Group Inc | 1,777,364 | $1.31 億 | 0.03% | −183,214−9.3% | 減碼 |
| Geode Capital Management, LLC | 1,585,802 | $1.17 億 | 0.01% | −4,514−0.3% | 減碼 |
| Citadel Advisors LLC | 1,304,881 | $9,640 萬 | 0.09% | +198,703+18.0% | 加碼 |
| Madison Asset Management, LLC | 1,164,887 | $8,606 萬 | 0.97% | −394,434−25.3% | 減碼 |
| Madison Investment Advisors, LLC | 1,164,887 | $8,606 萬 | 0.97% | +1,164,887 | 新進 |
| JPMorgan Chase & Co | 1,152,899 | $8,518 萬 | 0.01% | −53,219−4.4% | 減碼 |
| Wells Fargo & Company | 960,478 | $7,096 萬 | 0.02% | −108,507−10.2% | 減碼 |
| Charles Schwab Investment Management Inc | 935,552 | $6,912 萬 | 0.01% | +12,632+1.4% | 加碼 |
| Lord, Abbett & Co. LLC | 894,212 | $6,606 萬 | 0.21% | −79,928−8.2% | 減碼 |
| HighTower Advisors, LLC | 875,868 | $6,471 萬 | 0.09% | −20,367−2.3% | 減碼 |
| Northern Trust Corp | 860,125 | $6,355 萬 | 0.01% | +36,736+4.5% | 加碼 |
| Heard Capital LLC | 841,970 | $6,220 萬 | 3.70% | −956,390−53.2% | 減碼 |
| Assenagon Asset Management S.A. | 768,945 | $5,681 萬 | 0.10% | +53,473+7.5% | 加碼 |
| Balyasny Asset Management LLC | 723,384 | $5,344 萬 | 0.12% | +494,123+215.5% | 加碼 |
| Capital World Investors | 719,000 | $5,312 萬 | 0.01% | 00.0% | 不變 |
| Norges Bank | 712,101 | $5,261 萬 | 0.01% | −33,450−4.5% | 減碼 |
| Dimensional Fund Advisors LP | 707,226 | $5,225 萬 | 0.01% | −23,878−3.3% | 減碼 |
| Morgan Stanley | 667,324 | $4,930 萬 | 0.00% | −107,751−13.9% | 減碼 |
| Bank of New York Mellon Corp | 651,190 | $4,811 萬 | 0.01% | −40,640−5.9% | 減碼 |
| Bank of America Corp | 616,604 | $4,555 萬 | 0.00% | +77,224+14.3% | 加碼 |
| Natixis Advisors, L.P. | 594,467 | $4,392 萬 | 0.08% | −210,393−26.1% | 減碼 |
| Bamco Inc | 527,186 | $3,895 萬 | 0.10% | 00.0% | 不變 |
| Royal Bank of Canada | 441,970 | $3,265 萬 | 0.01% | −214,457−32.7% | 減碼 |
| Tributary Capital Management, LLC | 439,778 | $3,249 萬 | 2.52% | +5,062+1.2% | 加碼 |
| Artisan Partners Limited Partnership | 429,338 | $3,172 萬 | 0.05% | −77,371−15.3% | 減碼 |
| Emerald Advisers, LLC | 426,994 | $3,155 萬 | 1.22% | −13,336−3.0% | 減碼 |
| Raymond James Financial Inc | 377,028 | $2,785 萬 | 0.01% | +377,028 | 新進 |
| Envestnet Asset Management Inc | 352,868 | $2,607 萬 | 0.01% | −1,892−0.5% | 減碼 |
| Invesco Ltd. | 345,245 | $2,551 萬 | 0.00% | +63,726+22.6% | 加碼 |
| Principal Financial Group Inc | 344,467 | $2,545 萬 | 0.01% | +11,097+3.3% | 加碼 |
| Voya Investment Management LLC | 323,953 | $2,393 萬 | 0.02% | +3,282+1.0% | 加碼 |
| UBS Group AG | 308,321 | $2,278 萬 | 0.01% | +155,469+101.7% | 加碼 |
| Emerald Mutual Fund Advisers Trust | 301,224 | $2,225 萬 | 1.35% | −59,647−16.5% | 減碼 |
| Axiom Investors LLC | 283,193 | $2,092 萬 | 0.15% | +97,241+52.3% | 加碼 |
| Capital Research Global Investors | 280,460 | $2,072 萬 | 0.00% | +280,460 | 新進 |
| SEI Investments Co | 275,669 | $2,037 萬 | 0.03% | −8,691−3.1% | 減碼 |
| Cramer Rosenthal McGlynn LLC | 260,045 | $1,921 萬 | 1.09% | −42,962−14.2% | 減碼 |
| Deutsche Bank AG | 255,444 | $1,887 萬 | 0.01% | +70,300+38.0% | 加碼 |
| Fred Alger Management, LLC | 221,927 | $1,640 萬 | 0.08% | +221,927 | 新進 |
| Fisher Asset Management, LLC | 220,770 | $1,631 萬 | 0.01% | +158,200+252.8% | 加碼 |
| Legal & General Group Plc | 196,197 | $1,450 萬 | 0.00% | +2,335+1.2% | 加碼 |
| Rhumbline Advisers | 195,814 | $1,447 萬 | 0.01% | +1,954+1.0% | 加碼 |
| Stifel Financial Corp | 193,422 | $1,429 萬 | 0.01% | −48,350−20.0% | 減碼 |
| Capital Management Corp | 181,088 | $1,338 萬 | 2.40% | +629+0.3% | 加碼 |
| Nuveen Asset Management, LLC | 177,507 | $1,311 萬 | 0.00% | −1,107−0.6% | 減碼 |
| Public Sector Pension Investment Board | 175,843 | $1,299 萬 | 0.05% | +26,529+17.8% | 加碼 |
| UBS Asset Management Americas Inc | 175,795 | $1,299 萬 | 0.00% | +30,592+21.1% | 加碼 |
| Winslow Asset Management Inc | 171,949 | $1,270 萬 | 2.53% | −3,230−1.8% | 減碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 168,000 | $1,241 萬 | 0.03% | +70,000+71.4% | 加碼 |
| Wealth Enhancement Advisory Services, LLC | 154,342 | $1,140 萬 | 0.02% | +10,601+7.4% | 加碼 |
| Renaissance Technologies LLC | 146,444 | $1,082 萬 | 0.02% | +62,800+75.1% | 加碼 |
| Barclays PLC | 143,951 | $1,064 萬 | 0.01% | +1,813+1.3% | 加碼 |
| Swiss National Bank | 138,400 | $1,022 萬 | 0.01% | +1,000+0.7% | 加碼 |
| HSBC Holdings PLC | 134,884 | $1,006 萬 | 0.01% | −15,699−10.4% | 減碼 |
| FMR LLC | 134,127 | $990.9 萬 | 0.00% | +8,000+6.3% | 加碼 |
| Hodges Capital Management Inc. | 123,840 | $914.9 萬 | 0.55% | +123,840 | 新進 |
| First Eagle Investment Management, LLC | 118,251 | $873.6 萬 | 0.02% | −2,500−2.1% | 減碼 |
| Jacobs Levy Equity Management, Inc | 118,223 | $873.4 萬 | 0.03% | +16,482+16.2% | 加碼 |
| Tudor Investment Corp Et Al | 117,952 | $871.4 萬 | 0.09% | +117,952 | 新進 |
| Millennium Management LLC | 113,187 | $836.2 萬 | 0.01% | −125,630−52.6% | 減碼 |
| Pier Capital, LLC | 107,741 | $796.0 萬 | 1.14% | −11,248−9.5% | 減碼 |
| Citigroup Inc | 99,318 | $733.8 萬 | 0.01% | +12,105+13.9% | 加碼 |
| Regions Financial Corp | 97,528 | $720.5 萬 | 0.05% | −3,856−3.8% | 減碼 |
| Algert Global LLC | 91,610 | $676.8 萬 | 0.16% | +91,610 | 新進 |
| Jennison Associates LLC | 87,109 | $643.6 萬 | 0.00% | −1,125−1.3% | 減碼 |
| Royce & Associates LP | 86,810 | $641.4 萬 | 0.06% | −25,678−22.8% | 減碼 |
| Alliancebernstein L.P. | 86,005 | $635.4 萬 | 0.00% | +540+0.6% | 加碼 |
| Victory Capital Management Inc | 85,865 | $634.4 萬 | 0.01% | +663+0.8% | 加碼 |
| Great West Life Assurance Co | 81,534 | $602.4 萬 | 0.01% | +2,248+2.8% | 加碼 |
| Palisades Investment Partners, LLC | 76,526 | $565.4 萬 | 2.39% | +6,511+9.3% | 加碼 |
| D. E. Shaw & Co., Inc. | 75,886 | $560.6 萬 | 0.01% | +18,233+31.6% | 加碼 |
| Weiss Asset Management LP | 73,977 | $546.5 萬 | 0.12% | +58,011+363.3% | 加碼 |
| EFG Asset Management (North America) Corp. | 72,599 | $536.4 萬 | 0.73% | +45,945+172.4% | 加碼 |
| Prudential Financial Inc | 71,687 | $529.6 萬 | 0.01% | −2,554−3.4% | 減碼 |
| Arrowstreet Capital, Limited Partnership | 66,777 | $493.3 萬 | 0.00% | +66,777 | 新進 |
| California State Teachers Retirement System | 65,827 | $486.3 萬 | 0.01% | −747−1.1% | 減碼 |
| Trexquant Investment LP | 62,475 | $461.6 萬 | 0.05% | +62,475 | 新進 |
| Mutual of America Capital Management LLC | 60,687 | $448.4 萬 | 0.05% | −15,624−20.5% | 減碼 |
| Cinctive Capital Management LP | 60,457 | $446.7 萬 | 0.24% | +45,490+303.9% | 加碼 |
| Blue Zone Wealth Advisors, LLC | 58,786 | $434.3 萬 | 1.25% | −50.0% | 減碼 |
| LPL Financial LLC | 57,774 | $426.8 萬 | 0.00% | +7,213+14.3% | 加碼 |
| Diversify Wealth Management, LLC | 58,976 | $421.3 萬 | 0.33% | +29,220+98.2% | 加碼 |
| Man Group plc | 56,959 | $420.8 萬 | 0.01% | +28,342+99.0% | 加碼 |
| Richard Bernstein Advisors LLC | 56,774 | $419.4 萬 | 0.10% | 00.0% | 不變 |
| Vestmark Advisory Solutions, Inc. | 55,409 | $409.4 萬 | 0.14% | +907+1.7% | 加碼 |
| Chevy Chase Trust Holdings, Inc. | 55,014 | $406.4 萬 | 0.01% | −795−1.4% | 減碼 |
| Thrivent Financial for Lutherans | 54,560 | $403.1 萬 | 0.01% | −696−1.3% | 減碼 |
| Qube Research & Technologies Ltd | 52,147 | $385.3 萬 | 0.01% | −19,336−27.0% | 減碼 |
| New York State Common Retirement Fund | 51,864 | $383.2 萬 | 0.01% | 00.0% | 不變 |
| Manufacturers Life Insurance Company, The | 51,681 | $381.8 萬 | 0.00% | −294−0.6% | 減碼 |
| Park Circle Co | 50,176 | $370.7 萬 | 3.37% | 00.0% | 不變 |
| NewEdge Wealth, LLC | 49,741 | $367.5 萬 | 0.06% | −8,819−15.1% | 減碼 |