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 |
|---|---|---|---|---|---|
| New York State Common Retirement Fund | 58,185 | $339.6 萬 | 0.00% | +6,321+12.2% | 加碼 |
| Two Sigma Advisers, LP | 57,100 | $333.2 萬 | 0.01% | +17,500+44.2% | 加碼 |
| Mirae Asset Global Investments Co., Ltd. | 57,523 | $333.1 萬 | 0.01% | +57,523 | 新進 |
| Richard Bernstein Advisors LLC | 54,971 | $320.8 萬 | 0.08% | −1,803−3.2% | 減碼 |
| Manufacturers Life Insurance Company, The | 52,432 | $306.0 萬 | 0.00% | +751+1.5% | 加碼 |
| Thrivent Financial for Lutherans | 51,848 | $302.6 萬 | 0.01% | −2,712−5.0% | 減碼 |
| Neuberger Berman Group LLC | 50,366 | $293.9 萬 | 0.00% | +2,868+6.0% | 加碼 |
| Park Circle Co | 50,176 | $292.8 萬 | 2.61% | 00.0% | 不變 |
| Ensign Peak Advisors, Inc | 49,727 | $290.2 萬 | 0.01% | +26,832+117.2% | 加碼 |
| Price T Rowe Associates Inc | 48,733 | $284.5 萬 | 0.00% | +6,105+14.3% | 加碼 |
| NewEdge Wealth, LLC | 47,840 | $279.2 萬 | 0.05% | −1,901−3.8% | 減碼 |
| Comerica Bank | 47,200 | $275.5 萬 | 0.01% | −1,217−2.5% | 減碼 |
| Campbell & CO Investment Adviser LLC | 45,688 | $266.6 萬 | 0.20% | +45,688 | 新進 |
| Wiley Bros.-Aintree Capital, LLC | 45,835 | $265.4 萬 | 0.03% | +3,999+9.6% | 加碼 |
| First National Bank of Omaha | 44,304 | $258.6 萬 | 0.18% | +862+2.0% | 加碼 |
| B. Metzler seel. Sohn & Co. AG | 43,547 | $254.1 萬 | 0.03% | +2,019+4.9% | 加碼 |
| Nicholas Investment Partners, LP | 43,101 | $251.5 萬 | 0.26% | +43,101 | 新進 |
| Empowered Funds, LLC | 42,828 | $249.9 萬 | 0.04% | +11,692+37.6% | 加碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 42,080 | $245.6 萬 | 0.01% | +1,839+4.6% | 加碼 |
| Illinois Municipal Retirement Fund | 41,743 | $243.6 萬 | 0.04% | +2,974+7.7% | 加碼 |
| Brinker Capital Investments, LLC | 41,133 | $240.1 萬 | 0.02% | +5,563+15.6% | 加碼 |
| Orion Portfolio Solutions, LLC | 41,133 | $240.1 萬 | 0.02% | +5,563+15.6% | 加碼 |
| Intech Investment Management LLC | 41,063 | $239.6 萬 | 0.02% | +15,645+61.6% | 加碼 |
| MetLife Investment Management | 40,928 | $238.9 萬 | 0.01% | −1,695−4.0% | 減碼 |
| State of Alaska, Department of Revenue | 39,112 | $228.2 萬 | 0.03% | −1,004−2.5% | 減碼 |
| Nebula Research & Development LLC | 38,701 | $225.9 萬 | 0.21% | +26,902+228.0% | 加碼 |
| Verdence Capital Advisors LLC | 38,675 | $225.7 萬 | 0.17% | +5,113+15.2% | 加碼 |
| Eagle Rock Investment Company, LLC | 38,580 | $225.2 萬 | 0.39% | 00.0% | 不變 |
| Lighthouse Investment Partners, LLC | 37,681 | $219.9 萬 | 0.10% | +37,681 | 新進 |
| Hilton Capital Management, LLC | 37,619 | $219.5 萬 | 0.19% | +4,262+12.8% | 加碼 |
| Pathstone Holdings, LLC | 37,219 | $217.2 萬 | 0.01% | +746+2.0% | 加碼 |
| Zacks Investment Management | 37,070 | $216.3 萬 | 0.02% | +37,070 | 新進 |
| Corebridge Financial, Inc. | 36,903 | $215.4 萬 | 0.01% | −723−1.9% | 減碼 |
| HSBC Holdings PLC | 36,933 | $213.3 萬 | 0.00% | −97,951−72.6% | 減碼 |
| Oppenheimer Asset Management Inc. | 36,504 | $213.0 萬 | 0.03% | −2,726−6.9% | 減碼 |
| Allianz Asset Management GmbH | 34,349 | $200.5 萬 | 0.00% | −4,999−12.7% | 減碼 |
| Louisiana State Employees Retirement System | 33,200 | $193.8 萬 | 0.04% | −900−2.6% | 減碼 |
| Federated Hermes, Inc. | 32,423 | $189.2 萬 | 0.00% | +32,423 | 新進 |
| Quest Partners LLC | 32,071 | $187.2 萬 | 0.20% | +31,242+3,768.6% | 加碼 |
| Quantbot Technologies LP | 30,825 | $179.9 萬 | 0.06% | +7,960+34.8% | 加碼 |
| Two Sigma Investments, LP | 30,495 | $178.0 萬 | 0.00% | +30,495 | 新進 |
| Janus Henderson Group PLC | 30,726 | $177.9 萬 | 0.00% | −2,600−7.8% | 減碼 |
| State of Tennessee, Treasury Department | 29,934 | $174.7 萬 | 0.01% | +14,169+89.9% | 加碼 |
| Bayforest Capital Ltd | 29,851 | $174.2 萬 | 0.76% | +28,997+3,395.4% | 加碼 |
| Toroso Investments, LLC | 28,687 | $167.4 萬 | 0.01% | +2,016+7.6% | 加碼 |
| M&T Bank Corp | 28,360 | $165.5 萬 | 0.01% | −2,099−6.9% | 減碼 |
| Strata Wealth Advisors, LLC | 28,118 | $164.1 萬 | 0.51% | −508−1.8% | 減碼 |
| Mackenzie Financial Corp | 27,761 | $162.0 萬 | 0.00% | +7,801+39.1% | 加碼 |
| Salvus Wealth Management, LLC | 27,748 | $161.9 萬 | 1.02% | −8,811−24.1% | 減碼 |
| State of New Jersey Common Pension Fund D | 27,475 | $160.3 萬 | 0.01% | −1,874−6.4% | 減碼 |
| Russell Investments Group, Ltd. | 27,208 | $158.8 萬 | 0.00% | +9,897+57.2% | 加碼 |
| Verition Fund Management LLC | 27,117 | $158.3 萬 | 0.01% | +22,194+450.8% | 加碼 |
| Yousif Capital Management, LLC | 26,735 | $156.0 萬 | 0.02% | −554−2.0% | 減碼 |
| Hennion & Walsh Asset Management, Inc. | 24,848 | $145.0 萬 | 0.06% | −3,033−10.9% | 減碼 |
| Versor Investments LP | 24,539 | $143.2 萬 | 0.23% | +24,539 | 新進 |
| Atria Investments LLC | 24,399 | $142.4 萬 | 0.02% | −625−2.5% | 減碼 |
| Y-Intercept (Hong Kong) Ltd | 24,384 | $142.3 萬 | 0.10% | +24,384 | 新進 |
| Magnetar Financial LLC | 23,631 | $137.9 萬 | 0.02% | +23,631 | 新進 |
| Cinctive Capital Management LP | 22,217 | $129.7 萬 | 0.10% | −38,240−63.3% | 減碼 |
| Janney Montgomery Scott LLC | 21,791 | $127.2 萬 | 0.00% | −480−2.2% | 減碼 |
| Teachers Retirement System of the State of Kentucky | 21,500 | $125.4 萬 | 0.01% | 00.0% | 不變 |
| Centiva Capital, LP | 20,826 | $121.5 萬 | 0.07% | +20,826 | 新進 |
| Gabelli Funds LLC | 20,650 | $120.5 萬 | 0.01% | 00.0% | 不變 |
| TownSquare Capital, LLC | 20,602 | $120.2 萬 | 0.01% | +1,081+5.5% | 加碼 |
| Maryland State Retirement & Pension System | 20,588 | $120.2 萬 | 0.03% | −3,183−13.4% | 減碼 |
| Entropy Technologies, LP | 20,505 | $119.7 萬 | 0.12% | +14,930+267.8% | 加碼 |
| Greenwood Capital Associates LLC | 20,462 | $119.4 萬 | 0.16% | +20,462 | 新進 |
| STRS Ohio | 20,400 | $119.1 萬 | 0.00% | +4,600+29.1% | 加碼 |
| Arizona State Retirement System | 20,248 | $118.2 萬 | 0.01% | −172−0.8% | 減碼 |
| Amalgamated Bank | 20,122 | $117.4 萬 | 0.01% | −526−2.5% | 減碼 |
| Fieldview Capital Management, LLC | 19,999 | $116.7 萬 | 0.16% | +10,159+103.2% | 加碼 |
| Jackson Creek Investment Advisors LLC | 19,669 | $114.8 萬 | 0.36% | +19,669 | 新進 |
| State Board of Administration of Florida Retirement System | 19,033 | $111.1 萬 | 0.00% | 00.0% | 不變 |
| SG Americas Securities, LLC | 18,603 | $108.6 萬 | 0.00% | +18,603 | 新進 |
| O'Shaughnessy Asset Management, LLC | 18,412 | $107.5 萬 | 0.01% | +710+4.0% | 加碼 |
| Diversify Advisory Services, LLC | 20,002 | $106.6 萬 | 0.07% | +4,724+30.9% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 18,252 | $106.5 萬 | 0.00% | −675−3.6% | 減碼 |
| Aster Capital Management (DIFC) Ltd | 14,724 | $104.0 萬 | 0.19% | +14,724 | 新進 |
| Cerity Partners LLC | 17,111 | $99.9 萬 | 0.00% | +3,549+26.2% | 加碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 16,892 | $98.6 萬 | 0.01% | +1,823+12.1% | 加碼 |
| BNP Paribas Arbitrage, SA | 16,793 | $98.0 萬 | 0.00% | −6,149−26.8% | 減碼 |
| Ieq Capital, LLC | 16,707 | $97.5 萬 | 0.01% | +16,707 | 新進 |
| ProShare Advisors LLC | 16,642 | $97.1 萬 | 0.00% | −4,656−21.9% | 減碼 |
| New York State Teachers Retirement System | 16,500 | $96.3 萬 | 0.00% | −700−4.1% | 減碼 |
| Oregon Public Employees Retirement Fund | 16,155 | $94.3 萬 | 0.02% | −460−2.8% | 減碼 |
| Handelsbanken Fonder AB | 15,951 | $93.1 萬 | 0.00% | 00.0% | 不變 |
| Campbell Newman Asset Management Inc | 15,943 | $93.0 萬 | 0.08% | −55−0.3% | 減碼 |
| CIBC World Markets Corp | 15,682 | $91.5 萬 | 0.01% | +9,069+137.1% | 加碼 |
| Marshall Wace, LLP | 15,543 | $90.7 萬 | 0.00% | +15,543 | 新進 |
| SkyView Investment Advisors, LLC | 15,472 | $90.3 萬 | 0.14% | +1,024+7.1% | 加碼 |
| Police & Firemen's Retirement System of New Jersey | 15,431 | $90.1 萬 | 0.01% | 00.0% | 不變 |
| New England Research & Management, Inc. | 15,125 | $88.3 萬 | 0.45% | −100−0.7% | 減碼 |
| Harbor Advisors LLC | 14,800 | $86.4 萬 | 0.15% | 00.0% | 不變 |
| State of Wyoming | 14,600 | $85.2 萬 | 0.11% | +4,163+39.9% | 加碼 |
| Integrated Quantitative Investments LLC | 14,500 | $84.6 萬 | 0.42% | 00.0% | 不變 |
| Resources Investment Advisors, LLC. | 14,482 | $84.5 萬 | 0.01% | +581+4.2% | 加碼 |
| Mitsubishi UFJ Trust & Banking Corp | 14,415 | $84.1 萬 | 0.00% | +14,415 | 新進 |
| State of Wisconsin Investment Board | 14,182 | $82.8 萬 | 0.00% | +3,528+33.1% | 加碼 |
| Steward Partners Investment Advisory, LLC | 14,090 | $82.2 萬 | 0.01% | +4,346+44.6% | 加碼 |
| KLP Kapitalforvaltning AS | 13,900 | $81.1 萬 | 0.00% | −800−5.4% | 減碼 |