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 |
|---|---|---|---|---|---|
| Comerica Bank | 48,417 | $357.7 萬 | 0.01% | +349+0.7% | 加碼 |
| Prana Capital Management, LP | 48,201 | $356.1 萬 | 0.17% | +48,201 | 新進 |
| Neuberger Berman Group LLC | 47,498 | $350.9 萬 | 0.00% | +59+0.1% | 加碼 |
| First National Bank of Omaha | 43,442 | $320.9 萬 | 0.21% | −903−2.0% | 減碼 |
| Price T Rowe Associates Inc | 42,628 | $315.0 萬 | 0.00% | +860+2.1% | 加碼 |
| MetLife Investment Management | 42,623 | $314.9 萬 | 0.02% | +2,850+7.2% | 加碼 |
| Wiley Bros.-Aintree Capital, LLC | 41,836 | $313.2 萬 | 0.04% | +29,042+227.0% | 加碼 |
| B. Metzler seel. Sohn & Co. AG | 41,528 | $306.8 萬 | 0.03% | −8,579−17.1% | 減碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 40,241 | $297.3 萬 | 0.01% | +1,584+4.1% | 加碼 |
| State of Alaska, Department of Revenue | 40,116 | $296.3 萬 | 0.03% | −37−0.1% | 減碼 |
| Two Sigma Advisers, LP | 39,600 | $292.6 萬 | 0.01% | +15,400+63.6% | 加碼 |
| Allianz Asset Management GmbH | 39,348 | $290.7 萬 | 0.00% | +2,092+5.6% | 加碼 |
| Oppenheimer Asset Management Inc. | 39,230 | $289.8 萬 | 0.04% | −3,133−7.4% | 減碼 |
| Clough Capital Partners L P | 38,950 | $287.8 萬 | 0.33% | +38,950 | 新進 |
| Illinois Municipal Retirement Fund | 38,769 | $286.4 萬 | 0.04% | −103−0.3% | 減碼 |
| Eagle Rock Investment Company, LLC | 38,580 | $285.0 萬 | 0.47% | −180.0% | 減碼 |
| AQR Capital Management LLC | 38,304 | $283.0 萬 | 0.00% | +38,304 | 新進 |
| Edgestream Partners, L.P. | 37,683 | $278.4 萬 | 0.12% | +37,683 | 新進 |
| Corebridge Financial, Inc. | 37,626 | $278.0 萬 | 0.02% | −2,929−7.2% | 減碼 |
| Salvus Wealth Management, LLC | 36,559 | $270.1 萬 | 1.72% | −11,068−23.2% | 減碼 |
| Pathstone Holdings, LLC | 36,473 | $269.5 萬 | 0.01% | −3,242−8.2% | 減碼 |
| Brinker Capital Investments, LLC | 35,570 | $262.8 萬 | 0.03% | −2,467−6.5% | 減碼 |
| Orion Portfolio Solutions, LLC | 35,570 | $262.8 萬 | 0.03% | −2,467−6.5% | 減碼 |
| Walleye Capital LLC | 35,343 | $261.1 萬 | 0.02% | +34,204+3,003.0% | 加碼 |
| Louisiana State Employees Retirement System | 34,100 | $251.9 萬 | 0.05% | +100+0.3% | 加碼 |
| Verdence Capital Advisors LLC | 33,562 | $248.0 萬 | 0.20% | −114−0.3% | 減碼 |
| Hilton Capital Management, LLC | 33,357 | $246.4 萬 | 0.21% | +9,940+42.4% | 加碼 |
| Janus Henderson Group PLC | 33,326 | $246.2 萬 | 0.00% | 00.0% | 不變 |
| Susquehanna International Group, LLP | 32,055 | $236.8 萬 | 0.00% | +21,597+206.5% | 加碼 |
| Empowered Funds, LLC | 31,136 | $230.0 萬 | 0.03% | +622+2.0% | 加碼 |
| Jump Financial, LLC | 30,822 | $227.7 萬 | 0.05% | +30,822 | 新進 |
| M&T Bank Corp | 30,459 | $225.0 萬 | 0.01% | −890−2.8% | 減碼 |
| State of New Jersey Common Pension Fund D | 29,349 | $216.8 萬 | 0.01% | 00.0% | 不變 |
| Strata Wealth Advisors, LLC | 28,626 | $211.5 萬 | 0.66% | −86−0.3% | 減碼 |
| Hennion & Walsh Asset Management, Inc. | 27,881 | $206.0 萬 | 0.09% | +626+2.3% | 加碼 |
| Yousif Capital Management, LLC | 27,289 | $201.6 萬 | 0.02% | −416−1.5% | 減碼 |
| Toroso Investments, LLC | 26,671 | $197.0 萬 | 0.02% | +7,847+41.7% | 加碼 |
| Intech Investment Management LLC | 25,418 | $187.8 萬 | 0.02% | +6,020+31.0% | 加碼 |
| Schonfeld Strategic Advisors LLC | 25,414 | $187.8 萬 | 0.01% | +25,414 | 新進 |
| Atria Investments LLC | 25,024 | $184.9 萬 | 0.02% | −173−0.7% | 減碼 |
| Teacher Retirement System of Texas | 24,842 | $183.5 萬 | 0.01% | +24,842 | 新進 |
| Maryland State Retirement & Pension System | 23,771 | $175.6 萬 | 0.04% | +100.0% | 加碼 |
| BNP Paribas Arbitrage, SA | 22,942 | $169.5 萬 | 0.00% | −19,584−46.1% | 減碼 |
| Ensign Peak Advisors, Inc | 22,895 | $169.1 萬 | 0.00% | 00.0% | 不變 |
| Quantbot Technologies LP | 22,865 | $168.9 萬 | 0.06% | +16,563+262.8% | 加碼 |
| Janney Montgomery Scott LLC | 22,271 | $164.5 萬 | 0.00% | −13,734−38.1% | 減碼 |
| Aquatic Capital Management LLC | 21,661 | $160.0 萬 | 0.04% | −1,139−5.0% | 減碼 |
| Teachers Retirement System of the State of Kentucky | 21,500 | $158.9 萬 | 0.01% | 00.0% | 不變 |
| ProShare Advisors LLC | 21,298 | $157.3 萬 | 0.00% | +6,559+44.5% | 加碼 |
| Gabelli Funds LLC | 20,650 | $152.6 萬 | 0.01% | −3,400−14.1% | 減碼 |
| Amalgamated Bank | 20,648 | $152.5 萬 | 0.01% | +20+0.1% | 加碼 |
| Arizona State Retirement System | 20,420 | $150.9 萬 | 0.01% | +163+0.8% | 加碼 |
| Mackenzie Financial Corp | 19,960 | $147.5 萬 | 0.00% | +7,697+62.8% | 加碼 |
| Callan Family Office, LLC | 19,808 | $146.3 萬 | 0.09% | +16,759+549.7% | 加碼 |
| TownSquare Capital, LLC | 19,521 | $144.2 萬 | 0.02% | −4,090−17.3% | 減碼 |
| Canada Pension Plan Investment Board | 19,500 | $144.1 萬 | 0.00% | +19,500 | 新進 |
| State Board of Administration of Florida Retirement System | 19,033 | $140.6 萬 | 0.00% | 00.0% | 不變 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 18,927 | $139.8 萬 | 0.00% | +3,432+22.1% | 加碼 |
| Harbor Capital Advisors, Inc. | 18,900 | $139.6 萬 | 0.06% | −2,085−9.9% | 減碼 |
| Trust Point Inc. | 17,801 | $131.5 萬 | 0.09% | −1,175−6.2% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 17,702 | $130.8 萬 | 0.01% | +1,278+7.8% | 加碼 |
| Russell Investments Group, Ltd. | 17,311 | $127.9 萬 | 0.00% | −1,316−7.1% | 減碼 |
| New York State Teachers Retirement System | 17,200 | $127.1 萬 | 0.00% | 00.0% | 不變 |
| Oregon Public Employees Retirement Fund | 16,615 | $122.8 萬 | 0.02% | +66+0.4% | 加碼 |
| Campbell Newman Asset Management Inc | 15,998 | $118.2 萬 | 0.10% | −43−0.3% | 減碼 |
| Handelsbanken Fonder AB | 15,951 | $117.8 萬 | 0.00% | +4,200+35.7% | 加碼 |
| STRS Ohio | 15,800 | $116.7 萬 | 0.00% | +9,800+163.3% | 加碼 |
| State of Tennessee, Treasury Department | 15,765 | $116.5 萬 | 0.00% | −3,532−18.3% | 減碼 |
| Police & Firemen's Retirement System of New Jersey | 15,431 | $114.0 萬 | 0.01% | +15,431 | 新進 |
| New England Research & Management, Inc. | 15,225 | $112.5 萬 | 0.57% | +15,225 | 新進 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 15,069 | $111.3 萬 | 0.01% | +29+0.2% | 加碼 |
| Harbor Advisors LLC | 14,800 | $109.3 萬 | 0.17% | 00.0% | 不變 |
| Diversify Advisory Services, LLC | 15,278 | $109.1 萬 | 0.06% | −22,077−59.1% | 減碼 |
| KLP Kapitalforvaltning AS | 14,700 | $108.6 萬 | 0.01% | +14,700 | 新進 |
| Integrated Quantitative Investments LLC | 14,500 | $107.1 萬 | 0.53% | +14,500 | 新進 |
| SkyView Investment Advisors, LLC | 14,448 | $106.7 萬 | 0.17% | +282+2.0% | 加碼 |
| The PNC Financial Services Group, Inc. | 14,244 | $105.2 萬 | 0.00% | −3,978−21.8% | 減碼 |
| Jefferies Financial Group Inc. | 14,039 | $103.7 萬 | 0.01% | +14,039 | 新進 |
| Resources Investment Advisors, LLC. | 13,901 | $102.7 萬 | 0.01% | +89+0.6% | 加碼 |
| Los Angeles Capital Management LLC | 13,167 | $97.3 萬 | 0.00% | +919+7.5% | 加碼 |
| Cerity Partners LLC | 13,562 | $95.8 萬 | 0.00% | −283−2.0% | 減碼 |
| Sanctuary Advisors, LLC | 12,139 | $94.4 萬 | 0.01% | −75−0.6% | 減碼 |
| First Hawaiian Bank | 12,626 | $93.3 萬 | 0.03% | 00.0% | 不變 |
| OmniStar Financial Group, Inc. | 12,116 | $89.6 萬 | 0.72% | −536−4.2% | 減碼 |
| Nebula Research & Development LLC | 11,799 | $87.2 萬 | 0.10% | +11,799 | 新進 |
| Quantum Private Wealth, LLC | 11,752 | $86.8 萬 | 0.28% | 00.0% | 不變 |
| Impact Capital Partners LLC | 11,097 | $82.0 萬 | 0.29% | +11,097 | 新進 |
| AMG National Trust Bank | 10,876 | $80.7 萬 | 0.02% | −5,404−33.2% | 減碼 |
| State of Wisconsin Investment Board | 10,654 | $78.7 萬 | 0.00% | −1,362−11.3% | 減碼 |
| US Bancorp | 10,437 | $77.1 萬 | 0.00% | −285−2.7% | 減碼 |
| State of Wyoming | 10,437 | $77.1 萬 | 0.10% | +8,770+526.1% | 加碼 |
| Advisor Group Holdings, Inc. | 10,435 | $77.1 萬 | 0.00% | +6,478+163.7% | 加碼 |
| Naples Global Advisors, LLC | 10,171 | $75.1 萬 | 0.07% | 00.0% | 不變 |
| Cornerstone Investment Partners, LLC | 10,154 | $75.0 萬 | 0.04% | −1,171−10.3% | 減碼 |
| Pictet Asset Management Holding SA | 9,903 | $73.2 萬 | 0.00% | −193−1.9% | 減碼 |
| Fieldview Capital Management, LLC | 9,840 | $72.7 萬 | 0.11% | +9,840 | 新進 |
| Steward Partners Investment Advisory, LLC | 9,744 | $72.0 萬 | 0.01% | +20.0% | 加碼 |
| Pitcairn Co | 9,687 | $71.6 萬 | 0.04% | +257+2.7% | 加碼 |
| Argent Trust Co | 9,589 | $70.8 萬 | 0.03% | +2,169+29.2% | 加碼 |
| Susquehanna Fundamental Investments, LLC | 8,969 | $66.3 萬 | 0.01% | +8,969 | 新進 |