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。
2025 年第 1 季 13F 持有人
Moelis & Co 在 2025/3/31 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
- 380
- 較 2024 年第 4 季 +32 家
- 持有股數
- 7,433 萬
- 較 2024 年第 4 季 +454.1 萬 (+6.5%)
- 總市值
- $43.4 億
- 較 2024 年第 4 季 −$8.18 億 (−15.9%)
- 新進機構
- 74
- 另有 159 家加碼
- 清倉機構
- 42
- 另有 100 家減碼
另有 4 家機構在 2024 年第 4 季持有、還沒有申報 2025 年第 1 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 |
2025 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Vestmark Advisory Solutions, Inc. | 96,316 | $562.1 萬 | 0.14% | +40,907+73.8% | 加碼 |
| Regions Financial Corp | 96,763 | $564.7 萬 | 0.04% | −765−0.8% | 減碼 |
| Prudential Financial Inc | 96,947 | $565.8 萬 | 0.01% | +25,260+35.2% | 加碼 |
| Engineers Gate Manager LP | 99,640 | $581.5 萬 | 0.10% | +99,640 | 新進 |
| First Eagle Investment Management, LLC | 103,051 | $601.4 萬 | 0.01% | −15,200−12.9% | 減碼 |
| Teacher Retirement System of Texas | 110,909 | $647.3 萬 | 0.03% | +86,067+346.5% | 加碼 |
| ExodusPoint Capital Management, LP | 112,425 | $656.1 萬 | 0.09% | +106,729+1,873.8% | 加碼 |
| Cramer Rosenthal McGlynn LLC | 114,898 | $670.5 萬 | 0.48% | −145,147−55.8% | 減碼 |
| D. E. Shaw & Co., Inc. | 116,342 | $679.0 萬 | 0.01% | +40,456+53.3% | 加碼 |
| Edgestream Partners, L.P. | 126,226 | $736.7 萬 | 0.25% | +88,543+235.0% | 加碼 |
| Point72 Asset Management, L.P. | 126,688 | $739.3 萬 | 0.02% | +126,688 | 新進 |
| Citigroup Inc | 127,213 | $742.4 萬 | 0.01% | +27,895+28.1% | 加碼 |
| Barclays PLC | 133,027 | $776.3 萬 | 0.00% | −10,924−7.6% | 減碼 |
| Swiss National Bank | 136,800 | $798.4 萬 | 0.01% | −1,600−1.2% | 減碼 |
| Stifel Financial Corp | 140,920 | $822.4 萬 | 0.01% | −52,502−27.1% | 減碼 |
| Man Group plc | 141,440 | $825.4 萬 | 0.02% | +84,481+148.3% | 加碼 |
| FMR LLC | 147,262 | $859.4 萬 | 0.00% | +13,135+9.8% | 加碼 |
| Axiom Investors LLC | 148,130 | $864.5 萬 | 0.08% | −135,063−47.7% | 減碼 |
| Pier Capital, LLC | 157,679 | $920.2 萬 | 1.54% | +49,938+46.4% | 加碼 |
| Trexquant Investment LP | 161,749 | $944.0 萬 | 0.11% | +99,274+158.9% | 加碼 |
| Winslow Asset Management Inc | 168,962 | $986.1 萬 | 2.18% | −2,987−1.7% | 減碼 |
| UBS Asset Management Americas Inc | 169,277 | $987.9 萬 | 0.00% | −6,518−3.7% | 減碼 |
| Cubist Systematic Strategies, LLC | 182,826 | $1,067 萬 | 0.14% | +182,826 | 新進 |
| Voloridge Investment Management, LLC | 187,976 | $1,097 萬 | 0.04% | +187,976 | 新進 |
| Legal & General Group Plc | 192,020 | $1,121 萬 | 0.00% | −4,177−2.1% | 減碼 |
| Rhumbline Advisers | 193,270 | $1,128 萬 | 0.01% | −2,544−1.3% | 減碼 |
| AQR Capital Management LLC | 193,466 | $1,129 萬 | 0.01% | +155,162+405.1% | 加碼 |
| Jacobs Levy Equity Management, Inc | 203,968 | $1,190 萬 | 0.05% | +85,745+72.5% | 加碼 |
| Capital Management Corp | 209,653 | $1,224 萬 | 2.12% | +28,565+15.8% | 加碼 |
| Public Sector Pension Investment Board | 223,818 | $1,306 萬 | 0.06% | +47,975+27.3% | 加碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 247,000 | $1,441 萬 | 0.03% | +79,000+47.0% | 加碼 |
| Wealth Enhancement Advisory Services, LLC | 253,658 | $1,480 萬 | 0.03% | +99,316+64.3% | 加碼 |
| Jane Street Group, LLC | 288,229 | $1,682 萬 | 0.03% | +280,895+3,830.0% | 加碼 |
| SEI Investments Co | 290,247 | $1,694 萬 | 0.02% | +14,578+5.3% | 加碼 |
| Deutsche Bank AG | 293,408 | $1,712 萬 | 0.01% | +37,964+14.9% | 加碼 |
| Tudor Investment Corp Et Al | 295,915 | $1,727 萬 | 0.15% | +177,963+150.9% | 加碼 |
| Emerald Mutual Fund Advisers Trust | 301,224 | $1,758 萬 | 1.25% | 00.0% | 不變 |
| Invesco Ltd. | 320,103 | $1,868 萬 | 0.00% | −25,142−7.3% | 減碼 |
| Nuveen, LLC | 335,185 | $1,956 萬 | 0.01% | +335,185 | 新進 |
| Voya Investment Management LLC | 343,099 | $2,002 萬 | 0.02% | +19,146+5.9% | 加碼 |
| Principal Financial Group Inc | 352,466 | $2,057 萬 | 0.01% | +7,999+2.3% | 加碼 |
| Fisher Asset Management, LLC | 353,469 | $2,063 萬 | 0.01% | +132,699+60.1% | 加碼 |
| Envestnet Asset Management Inc | 357,789 | $2,088 萬 | 0.01% | +4,921+1.4% | 加碼 |
| Raymond James Financial Inc | 425,732 | $2,485 萬 | 0.01% | +48,704+12.9% | 加碼 |
| Tributary Capital Management, LLC | 425,782 | $2,485 萬 | 2.17% | −13,996−3.2% | 減碼 |
| Emerald Advisers, LLC | 426,466 | $2,489 萬 | 1.12% | −528−0.1% | 減碼 |
| Artisan Partners Limited Partnership | 432,060 | $2,522 萬 | 0.04% | +2,722+0.6% | 加碼 |
| Qube Research & Technologies Ltd | 440,231 | $2,569 萬 | 0.04% | +388,084+744.2% | 加碼 |
| Royal Bank of Canada | 464,633 | $2,712 萬 | 0.01% | +22,663+5.1% | 加碼 |
| Millennium Management LLC | 465,677 | $2,718 萬 | 0.03% | +352,490+311.4% | 加碼 |
| Jennison Associates LLC | 485,238 | $2,832 萬 | 0.02% | +398,129+457.0% | 加碼 |
| Renaissance Technologies LLC | 493,364 | $2,879 萬 | 0.04% | +346,920+236.9% | 加碼 |
| UBS Group AG | 506,081 | $2,953 萬 | 0.01% | +197,760+64.1% | 加碼 |
| Bamco Inc | 527,186 | $3,077 萬 | 0.09% | 00.0% | 不變 |
| Norges Bank | 565,235 | $3,299 萬 | 0.00% | −146,866−20.6% | 減碼 |
| Bank of America Corp | 580,341 | $3,387 萬 | 0.00% | −36,263−5.9% | 減碼 |
| Natixis Advisors, L.P. | 615,169 | $3,590 萬 | 0.07% | +20,702+3.5% | 加碼 |
| Bank of New York Mellon Corp | 639,573 | $3,733 萬 | 0.01% | −11,617−1.8% | 減碼 |
| Dimensional Fund Advisors LP | 644,580 | $3,762 萬 | 0.01% | −62,646−8.9% | 減碼 |
| Lord, Abbett & Co. LLC | 644,943 | $3,764 萬 | 0.13% | −249,269−27.9% | 減碼 |
| Morgan Stanley | 679,718 | $3,967 萬 | 0.00% | +12,394+1.9% | 加碼 |
| Capital World Investors | 719,000 | $4,196 萬 | 0.01% | 00.0% | 不變 |
| Northern Trust Corp | 858,968 | $5,013 萬 | 0.01% | −1,157−0.1% | 減碼 |
| Heard Capital LLC | 925,240 | $5,400 萬 | 3.21% | +83,270+9.9% | 加碼 |
| HighTower Advisors, LLC | 958,902 | $5,596 萬 | 0.08% | +83,034+9.5% | 加碼 |
| Wells Fargo & Company | 959,906 | $5,602 萬 | 0.01% | −572−0.1% | 減碼 |
| Citadel Advisors LLC | 1,102,287 | $6,433 萬 | 0.06% | −202,594−15.5% | 減碼 |
| Madison Asset Management, LLC | 1,264,200 | $7,378 萬 | 0.82% | +99,313+8.5% | 加碼 |
| JPMorgan Chase & Co | 1,272,645 | $7,427 萬 | 0.01% | +119,746+10.4% | 加碼 |
| Timucuan Asset Management Inc | 1,417,062 | $8,270 萬 | 2.57% | −581,453−29.1% | 減碼 |
| Geode Capital Management, LLC | 1,628,724 | $9,507 萬 | 0.01% | +42,922+2.7% | 加碼 |
| Ameriprise Financial Inc | 2,260,345 | $1.32 億 | 0.04% | +95,114+4.4% | 加碼 |
| Goldman Sachs Group Inc | 2,356,893 | $1.38 億 | 0.03% | +579,529+32.6% | 加碼 |
| Wasatch Advisors Inc | 2,733,324 | $1.60 億 | 0.89% | +100,788+3.8% | 加碼 |
| State Street Corp | 2,773,194 | $1.62 億 | 0.01% | −85,645−3.0% | 減碼 |
| Charles Schwab Investment Management Inc | 2,942,299 | $1.72 億 | 0.03% | +2,006,747+214.5% | 加碼 |
| London Co of Virginia | 3,543,210 | $2.07 億 | 1.18% | −125,621−3.4% | 減碼 |
| Kayne Anderson Rudnick Investment Management LLC | 6,920,207 | $4.04 億 | 0.99% | −177,138−2.5% | 減碼 |
| Vanguard Group Inc | 8,305,688 | $4.85 億 | 0.01% | +158,373+1.9% | 加碼 |
| BlackRock, Inc. | 8,395,800 | $4.90 億 | 0.01% | −10,193−0.1% | 減碼 |
| Proequities, Inc. | 0 | $0 | 0.00% | −128−100.0% | 清倉 |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −723,384−100.0% | 清倉 |
| Capital Research Global Investors | 0 | $0 | 0.00% | −280,460−100.0% | 清倉 |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −73,977−100.0% | 清倉 |
| Chevy Chase Trust Holdings, Inc. | 0 | $0 | 0.00% | −55,014−100.0% | 清倉 |
| Prana Capital Management, LP | 0 | $0 | 0.00% | −48,201−100.0% | 清倉 |
| Clough Capital Partners L P | 0 | $0 | 0.00% | −38,950−100.0% | 清倉 |
| Walleye Capital LLC | 0 | $0 | 0.00% | −35,343−100.0% | 清倉 |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −25,414−100.0% | 清倉 |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −14,039−100.0% | 清倉 |
| First Hawaiian Bank | 0 | $0 | 0.00% | −12,626−100.0% | 清倉 |
| OmniStar Financial Group, Inc. | 0 | $0 | 0.00% | −12,116−100.0% | 清倉 |
| AMG National Trust Bank | 0 | $0 | 0.00% | −10,876−100.0% | 清倉 |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −8,969−100.0% | 清倉 |
| CI Private Wealth, LLC | 0 | $0 | 0.00% | −5,569−100.0% | 清倉 |
| Kestra Private Wealth Services, LLC | 0 | $0 | 0.00% | −5,187−100.0% | 清倉 |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −4,895−100.0% | 清倉 |
| Profund Advisors LLC | 0 | $0 | 0.00% | −3,937−100.0% | 清倉 |
| Robertson Stephens Wealth Management, LLC | 0 | $0 | 0.00% | −3,717−100.0% | 清倉 |
| AE Wealth Management LLC | 0 | $0 | 0.00% | −3,520−100.0% | 清倉 |