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 2 季 13F 持有人
Moelis & Co 在 2025/6/30 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
- 376
- 較 2025 年第 1 季 −2 家
- 持有股數
- 7,605 萬
- 較 2025 年第 1 季 +176.5 萬 (+2.4%)
- 總市值
- $47.4 億
- 較 2025 年第 1 季 +$4.07 億 (+9.4%)
- 新進機構
- 58
- 另有 164 家加碼
- 清倉機構
- 60
- 另有 113 家減碼
另有 2 家機構在 2025 年第 1 季持有、還沒有申報 2025 年第 2 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 2 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 2025 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Vanguard Group Inc | 8,849,607 | $5.52 億 | 0.01% | +543,919+6.5% | 加碼 |
| BlackRock, Inc. | 8,788,977 | $5.48 億 | 0.01% | +393,177+4.7% | 加碼 |
| Kayne Anderson Rudnick Investment Management LLC | 6,768,276 | $4.22 億 | 1.01% | −151,931−2.2% | 減碼 |
| London Co of Virginia | 3,416,998 | $2.13 億 | 1.20% | −126,212−3.6% | 減碼 |
| Charles Schwab Investment Management Inc | 3,080,123 | $1.92 億 | 0.03% | +137,824+4.7% | 加碼 |
| State Street Corp | 2,862,337 | $1.78 億 | 0.01% | +89,143+3.2% | 加碼 |
| Wasatch Advisors Inc | 2,845,605 | $1.77 億 | 0.93% | +112,281+4.1% | 加碼 |
| Ameriprise Financial Inc | 2,396,230 | $1.49 億 | 0.04% | +135,885+6.0% | 加碼 |
| Geode Capital Management, LLC | 2,052,862 | $1.28 億 | 0.01% | +424,138+26.0% | 加碼 |
| Goldman Sachs Group Inc | 1,913,291 | $1.19 億 | 0.02% | −443,602−18.8% | 減碼 |
| Timucuan Asset Management Inc | 1,424,527 | $8,878 萬 | 2.60% | +7,465+0.5% | 加碼 |
| Citadel Advisors LLC | 1,328,346 | $8,278 萬 | 0.07% | +226,059+20.5% | 加碼 |
| Madison Asset Management, LLC | 1,295,284 | $8,072 萬 | 0.87% | +31,084+2.5% | 加碼 |
| HighTower Advisors, LLC | 1,060,294 | $6,608 萬 | 0.08% | +101,392+10.6% | 加碼 |
| Dimensional Fund Advisors LP | 1,040,595 | $6,485 萬 | 0.02% | +396,015+61.4% | 加碼 |
| JPMorgan Chase & Co | 945,558 | $5,893 萬 | 0.00% | −327,087−25.7% | 減碼 |
| Wells Fargo & Company | 939,805 | $5,857 萬 | 0.01% | −20,101−2.1% | 減碼 |
| Heard Capital LLC | 920,240 | $5,735 萬 | 3.00% | −5,000−0.5% | 減碼 |
| Lord, Abbett & Co. LLC | 904,263 | $5,635 萬 | 0.18% | +259,320+40.2% | 加碼 |
| Northern Trust Corp | 865,405 | $5,393 萬 | 0.01% | +6,437+0.7% | 加碼 |
| Natixis Advisors, L.P. | 783,426 | $4,882 萬 | 0.08% | +168,257+27.4% | 加碼 |
| Azora Capital LP | 750,358 | $4,676 萬 | 2.11% | +750,358 | 新進 |
| Capital World Investors | 719,000 | $4,481 萬 | 0.01% | 00.0% | 不變 |
| Morgan Stanley | 717,461 | $4,471 萬 | 0.00% | +37,743+5.6% | 加碼 |
| Jennison Associates LLC | 671,431 | $4,184 萬 | 0.02% | +186,193+38.4% | 加碼 |
| Manufacturers Life Insurance Company, The | 661,594 | $4,123 萬 | 0.04% | +609,162+1,161.8% | 加碼 |
| Bank of New York Mellon Corp | 651,332 | $4,059 萬 | 0.01% | +11,759+1.8% | 加碼 |
| Royal Bank of Canada | 636,747 | $3,968 萬 | 0.01% | +172,114+37.0% | 加碼 |
| Bank of America Corp | 630,286 | $3,928 萬 | 0.00% | +49,945+8.6% | 加碼 |
| Renaissance Technologies LLC | 572,144 | $3,566 萬 | 0.05% | +78,780+16.0% | 加碼 |
| Bamco Inc | 527,186 | $3,285 萬 | 0.09% | 00.0% | 不變 |
| Voya Investment Management LLC | 502,190 | $3,130 萬 | 0.03% | +159,091+46.4% | 加碼 |
| Norges Bank | 501,416 | $3,125 萬 | 0.00% | −63,819−11.3% | 減碼 |
| Emerald Advisers, LLC | 458,006 | $2,854 萬 | 1.05% | +31,540+7.4% | 加碼 |
| UBS Group AG | 454,436 | $2,832 萬 | 0.01% | −51,645−10.2% | 減碼 |
| Invesco Ltd. | 452,522 | $2,820 萬 | 0.00% | +132,419+41.4% | 加碼 |
| Artisan Partners Limited Partnership | 430,554 | $2,683 萬 | 0.04% | −1,506−0.3% | 減碼 |
| Tributary Capital Management, LLC | 414,964 | $2,586 萬 | 2.29% | −10,818−2.5% | 減碼 |
| Raymond James Financial Inc | 402,214 | $2,507 萬 | 0.01% | −23,518−5.5% | 減碼 |
| Envestnet Asset Management Inc | 382,100 | $2,381 萬 | 0.01% | +24,311+6.8% | 加碼 |
| Principal Financial Group Inc | 368,034 | $2,294 萬 | 0.01% | +15,568+4.4% | 加碼 |
| Wealth Enhancement Advisory Services, LLC | 336,918 | $2,217 萬 | 0.04% | +83,260+32.8% | 加碼 |
| Fisher Asset Management, LLC | 350,249 | $2,183 萬 | 0.01% | −3,220−0.9% | 減碼 |
| Nuveen, LLC | 317,239 | $1,977 萬 | 0.01% | −17,946−5.4% | 減碼 |
| SEI Investments Co | 305,963 | $1,907 萬 | 0.02% | +15,716+5.4% | 加碼 |
| Qube Research & Technologies Ltd | 281,282 | $1,753 萬 | 0.02% | −158,949−36.1% | 減碼 |
| Deutsche Bank AG | 269,375 | $1,679 萬 | 0.01% | −24,033−8.2% | 減碼 |
| Emerald Mutual Fund Advisers Trust | 267,451 | $1,667 萬 | 1.02% | −33,773−11.2% | 減碼 |
| Public Sector Pension Investment Board | 252,940 | $1,576 萬 | 0.07% | +29,122+13.0% | 加碼 |
| UBS Asset Management Americas Inc | 250,710 | $1,562 萬 | 0.00% | +81,433+48.1% | 加碼 |
| Capital Management Corp | 246,151 | $1,534 萬 | 2.61% | +36,498+17.4% | 加碼 |
| Legal & General Group Plc | 214,303 | $1,336 萬 | 0.00% | +22,283+11.6% | 加碼 |
| Rhumbline Advisers | 211,220 | $1,316 萬 | 0.01% | +17,950+9.3% | 加碼 |
| AQR Capital Management LLC | 209,590 | $1,306 萬 | 0.01% | +16,124+8.3% | 加碼 |
| Cramer Rosenthal McGlynn LLC | 195,338 | $1,217 萬 | 0.84% | +80,440+70.0% | 加碼 |
| Axiom Investors LLC | 190,750 | $1,189 萬 | 0.10% | +42,620+28.8% | 加碼 |
| Winslow Asset Management Inc | 170,551 | $1,063 萬 | 2.14% | +1,589+0.9% | 加碼 |
| Barclays PLC | 163,657 | $1,020 萬 | 0.00% | +30,630+23.0% | 加碼 |
| Canada Pension Plan Investment Board | 163,100 | $1,016 萬 | 0.01% | +94,700+138.5% | 加碼 |
| Susquehanna Portfolio Strategies, LLC | 150,826 | $939.9 萬 | 0.21% | +150,826 | 新進 |
| Pier Capital, LLC | 150,078 | $935.3 萬 | 1.43% | −7,601−4.8% | 減碼 |
| Stifel Financial Corp | 139,976 | $872.3 萬 | 0.01% | −944−0.7% | 減碼 |
| Swiss National Bank | 134,900 | $840.7 萬 | 0.01% | −1,900−1.4% | 減碼 |
| FMR LLC | 133,032 | $829.1 萬 | 0.00% | −14,230−9.7% | 減碼 |
| Citigroup Inc | 126,844 | $790.5 萬 | 0.01% | −369−0.3% | 減碼 |
| Hudson Bay Capital Management LP | 126,163 | $786.2 萬 | 0.05% | +126,163 | 新進 |
| Diversify Wealth Management, LLC | 89,189 | $656.4 萬 | 0.41% | +12,891+16.9% | 加碼 |
| Regions Financial Corp | 98,541 | $614.1 萬 | 0.04% | +1,778+1.8% | 加碼 |
| Interval Partners, LP | 97,030 | $604.7 萬 | 0.14% | +97,030 | 新進 |
| Royce & Associates LP | 93,869 | $585.0 萬 | 0.06% | +13,260+16.4% | 加碼 |
| Victory Capital Management Inc | 93,137 | $580.4 萬 | 0.00% | +13,710+17.3% | 加碼 |
| Susquehanna International Group, LLP | 91,549 | $570.5 萬 | 0.01% | +3,626+4.1% | 加碼 |
| Alliancebernstein L.P. | 91,210 | $568.4 萬 | 0.00% | +5,865+6.9% | 加碼 |
| Ensign Peak Advisors, Inc | 87,300 | $544.1 萬 | 0.01% | +37,573+75.6% | 加碼 |
| Callan Family Office, LLC | 84,703 | $527.9 萬 | 0.17% | +78,552+1,277.1% | 加碼 |
| EFG Asset Management (North America) Corp. | 80,469 | $501.4 萬 | 0.71% | +8,282+11.5% | 加碼 |
| Blue Zone Wealth Advisors, LLC | 80,277 | $500.3 萬 | 1.25% | +13,384+20.0% | 加碼 |
| First Eagle Investment Management, LLC | 79,551 | $495.8 萬 | 0.01% | −23,500−22.8% | 減碼 |
| Prudential Financial Inc | 77,067 | $480.3 萬 | 0.01% | −19,880−20.5% | 減碼 |
| Great West Life Assurance Co | 76,913 | $479.5 萬 | 0.01% | +262+0.3% | 加碼 |
| Palisades Investment Partners, LLC | 76,002 | $473.6 萬 | 2.07% | −728−0.9% | 減碼 |
| Lighthouse Investment Partners, LLC | 70,077 | $436.7 萬 | 0.19% | +32,396+86.0% | 加碼 |
| Y-Intercept (Hong Kong) Ltd | 69,228 | $431.4 萬 | 0.11% | +44,844+183.9% | 加碼 |
| California State Teachers Retirement System | 69,155 | $431.0 萬 | 0.00% | +209+0.3% | 加碼 |
| Mirae Asset Global Investments Co., Ltd. | 67,503 | $420.7 萬 | 0.01% | +9,980+17.3% | 加碼 |
| Marshall Wace, LLP | 67,023 | $417.7 萬 | 0.00% | +51,480+331.2% | 加碼 |
| Point72 (DIFC) Ltd | 63,397 | $395.1 萬 | 0.31% | +63,397 | 新進 |
| Algert Global LLC | 62,690 | $390.7 萬 | 0.08% | −1,250−2.0% | 減碼 |
| New York State Common Retirement Fund | 59,885 | $373.2 萬 | 0.00% | +1,700+2.9% | 加碼 |
| Man Group plc | 59,452 | $370.5 萬 | 0.01% | −81,988−58.0% | 減碼 |
| LPL Financial LLC | 58,705 | $365.8 萬 | 0.00% | −3,183−5.1% | 減碼 |
| Price T Rowe Associates Inc | 57,132 | $356.1 萬 | 0.00% | +8,399+17.2% | 加碼 |
| BNP Paribas Arbitrage, SA | 55,755 | $347.5 萬 | 0.00% | +38,962+232.0% | 加碼 |
| Thrivent Financial for Lutherans | 54,548 | $339.9 萬 | 0.01% | +2,700+5.2% | 加碼 |
| Two Sigma Advisers, LP | 51,800 | $322.8 萬 | 0.01% | −5,300−9.3% | 減碼 |
| Vestmark Advisory Solutions, Inc. | 51,623 | $321.7 萬 | 0.05% | −44,693−46.4% | 減碼 |
| Empowered Funds, LLC | 50,737 | $316.2 萬 | 0.04% | +7,909+18.5% | 加碼 |
| NewEdge Wealth, LLC | 45,241 | $314.4 萬 | 0.05% | −2,599−5.4% | 減碼 |
| Park Circle Co | 50,176 | $312.7 萬 | 2.68% | 00.0% | 不變 |
| Wiley Bros.-Aintree Capital, LLC | 50,158 | $310.7 萬 | 0.02% | +4,323+9.4% | 加碼 |