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 |
|---|---|---|---|---|---|
| Advisor Group Holdings, Inc. | 13,817 | $86.1 萬 | 0.00% | +2,705+24.3% | 加碼 |
| Steward Partners Investment Advisory, LLC | 14,403 | $89.8 萬 | 0.01% | +313+2.2% | 加碼 |
| Verition Fund Management LLC | 14,526 | $90.5 萬 | 0.01% | −12,591−46.4% | 減碼 |
| KLP Kapitalforvaltning AS | 14,700 | $91.6 萬 | 0.00% | +800+5.8% | 加碼 |
| Harbor Advisors LLC | 14,800 | $92.2 萬 | 0.15% | 00.0% | 不變 |
| New England Research & Management, Inc. | 15,375 | $95.8 萬 | 0.46% | +250+1.7% | 加碼 |
| Mariner, LLC | 15,579 | $97.1 萬 | 0.00% | +5,711+57.9% | 加碼 |
| Resources Investment Advisors, LLC. | 15,680 | $97.7 萬 | 0.01% | +1,198+8.3% | 加碼 |
| XTX Topco Ltd | 15,751 | $98.2 萬 | 0.04% | +2,673+20.4% | 加碼 |
| Handelsbanken Fonder AB | 15,951 | $99.4 萬 | 0.00% | 00.0% | 不變 |
| SkyView Investment Advisors, LLC | 16,232 | $102.2 萬 | 0.15% | +760+4.9% | 加碼 |
| ProShare Advisors LLC | 16,595 | $103.4 萬 | 0.00% | −47−0.3% | 減碼 |
| Police & Firemen's Retirement System of New Jersey | 16,724 | $104.2 萬 | 0.01% | +1,293+8.4% | 加碼 |
| Oregon Public Employees Retirement Fund | 16,955 | $105.7 萬 | 0.02% | +800+5.0% | 加碼 |
| Campbell Newman Asset Management Inc | 17,087 | $106.5 萬 | 0.08% | +1,144+7.2% | 加碼 |
| Integrated Quantitative Investments LLC | 17,633 | $109.9 萬 | 0.32% | +3,133+21.6% | 加碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 19,000 | $118.4 萬 | 0.00% | −228,000−92.3% | 減碼 |
| State Board of Administration of Florida Retirement System | 19,033 | $118.6 萬 | 0.00% | 00.0% | 不變 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 19,046 | $118.7 萬 | 0.01% | +2,154+12.8% | 加碼 |
| O'Shaughnessy Asset Management, LLC | 19,058 | $118.8 萬 | 0.01% | +646+3.5% | 加碼 |
| Teachers Retirement System of the State of Kentucky | 20,109 | $125.3 萬 | 0.01% | −1,391−6.5% | 減碼 |
| Russell Investments Group, Ltd. | 20,572 | $128.2 萬 | 0.00% | −6,636−24.4% | 減碼 |
| Arizona State Retirement System | 20,607 | $128.4 萬 | 0.01% | +359+1.8% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 20,680 | $128.9 萬 | 0.00% | +2,428+13.3% | 加碼 |
| Cerity Partners LLC | 20,934 | $130.5 萬 | 0.00% | +3,823+22.3% | 加碼 |
| Amalgamated Bank | 21,013 | $131.0 萬 | 0.01% | +891+4.4% | 加碼 |
| STRS Ohio | 21,300 | $132.7 萬 | 0.00% | +900+4.4% | 加碼 |
| Maryland State Retirement & Pension System | 21,801 | $135.9 萬 | 0.03% | +1,213+5.9% | 加碼 |
| Greenwood Capital Associates LLC | 22,045 | $137.4 萬 | 0.17% | +1,583+7.7% | 加碼 |
| Holocene Advisors, LP | 22,555 | $140.6 萬 | 0.00% | +22,555 | 新進 |
| Ieq Capital, LLC | 23,347 | $145.5 萬 | 0.01% | +6,640+39.7% | 加碼 |
| Atria Investments LLC | 23,874 | $148.8 萬 | 0.02% | −525−2.2% | 減碼 |
| Nicholas Investment Partners, LP | 24,086 | $150.1 萬 | 0.13% | −19,015−44.1% | 減碼 |
| New York State Teachers Retirement System | 24,232 | $151.0 萬 | 0.00% | +7,732+46.9% | 加碼 |
| Gabelli Funds LLC | 24,250 | $151.1 萬 | 0.01% | +3,600+17.4% | 加碼 |
| Hennion & Walsh Asset Management, Inc. | 24,406 | $152.1 萬 | 0.06% | −442−1.8% | 減碼 |
| Strata Wealth Advisors, LLC | 24,464 | $152.5 萬 | 0.42% | −3,654−13.0% | 減碼 |
| Assenagon Asset Management S.A. | 26,008 | $162.1 萬 | 0.00% | −53,756−67.4% | 減碼 |
| Federated Hermes, Inc. | 26,571 | $165.6 萬 | 0.00% | −5,852−18.0% | 減碼 |
| Janney Montgomery Scott LLC | 26,619 | $165.9 萬 | 0.00% | +4,828+22.2% | 加碼 |
| M&T Bank Corp | 27,388 | $170.6 萬 | 0.01% | −972−3.4% | 減碼 |
| Salvus Wealth Management, LLC | 27,450 | $171.1 萬 | 1.00% | −298−1.1% | 減碼 |
| Yousif Capital Management, LLC | 28,397 | $177.0 萬 | 0.02% | +1,662+6.2% | 加碼 |
| Toroso Investments, LLC | 29,191 | $181.9 萬 | 0.01% | +504+1.8% | 加碼 |
| Intech Investment Management LLC | 29,254 | $182.3 萬 | 0.02% | −11,809−28.8% | 減碼 |
| Diversify Advisory Services, LLC | 25,325 | $186.4 萬 | 0.07% | +5,323+26.6% | 加碼 |
| State of Tennessee, Treasury Department | 29,934 | $186.5 萬 | 0.01% | 00.0% | 不變 |
| Eagle Rock Investment Company, LLC | 30,105 | $187.6 萬 | 0.30% | −8,475−22.0% | 減碼 |
| Janus Henderson Group PLC | 30,726 | $191.5 萬 | 0.00% | 00.0% | 不變 |
| Schonfeld Strategic Advisors LLC | 31,093 | $193.8 萬 | 0.01% | +31,093 | 新進 |
| Cresset Asset Management, LLC | 31,152 | $194.1 萬 | 0.01% | +31,152 | 新進 |
| AlTi Global, Inc. | 32,566 | $203.0 萬 | 0.05% | +32,566 | 新進 |
| Fred Alger Management, LLC | 32,901 | $205.0 萬 | 0.01% | −33,501−50.5% | 減碼 |
| State of New Jersey Common Pension Fund D | 33,294 | $207.5 萬 | 0.01% | +5,819+21.2% | 加碼 |
| Louisiana State Employees Retirement System | 34,700 | $216.3 萬 | 0.04% | +1,500+4.5% | 加碼 |
| Cinctive Capital Management LP | 35,406 | $220.7 萬 | 0.12% | +13,189+59.4% | 加碼 |
| Pathstone Holdings, LLC | 35,443 | $220.9 萬 | 0.01% | −1,776−4.8% | 減碼 |
| Illinois Municipal Retirement Fund | 37,609 | $234.4 萬 | 0.03% | −4,134−9.9% | 減碼 |
| Moran Wealth Management, LLC | 37,832 | $235.8 萬 | 0.07% | +37,832 | 新進 |
| Verdence Capital Advisors LLC | 39,358 | $245.3 萬 | 0.17% | +683+1.8% | 加碼 |
| Two Sigma Investments, LP | 39,984 | $249.2 萬 | 0.00% | +9,489+31.1% | 加碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 40,735 | $253.9 萬 | 0.00% | −1,345−3.2% | 減碼 |
| Squarepoint Ops LLC | 40,808 | $254.3 萬 | 0.01% | +29,185+251.1% | 加碼 |
| Hilton Capital Management, LLC | 41,558 | $259.0 萬 | 0.21% | +3,939+10.5% | 加碼 |
| B. Metzler seel. Sohn & Co. AG | 43,383 | $270.4 萬 | 0.03% | −164−0.4% | 減碼 |
| Oppenheimer Asset Management Inc. | 43,603 | $271.7 萬 | 0.03% | +7,099+19.4% | 加碼 |
| State of Alaska, Department of Revenue | 44,201 | $275.4 萬 | 0.03% | +5,089+13.0% | 加碼 |
| MetLife Investment Management | 44,323 | $276.2 萬 | 0.02% | +3,395+8.3% | 加碼 |
| Teacher Retirement System of Texas | 44,416 | $276.8 萬 | 0.01% | −66,493−60.0% | 減碼 |
| First National Bank of Omaha | 45,558 | $283.9 萬 | 0.18% | +1,254+2.8% | 加碼 |
| Aquatic Capital Management LLC | 46,970 | $292.7 萬 | 0.06% | −38,937−45.3% | 減碼 |
| First Trust Advisors LP | 47,125 | $293.7 萬 | 0.00% | +47,125 | 新進 |
| Neuberger Berman Group LLC | 47,130 | $293.7 萬 | 0.00% | −3,236−6.4% | 減碼 |
| Comerica Bank | 48,314 | $301.1 萬 | 0.01% | +1,114+2.4% | 加碼 |
| Brinker Capital Investments, LLC | 48,356 | $301.4 萬 | 0.03% | +7,223+17.6% | 加碼 |
| Los Angeles Capital Management LLC | 49,380 | $307.7 萬 | 0.01% | −22,613−31.4% | 減碼 |
| Wiley Bros.-Aintree Capital, LLC | 50,158 | $310.7 萬 | 0.02% | +4,323+9.4% | 加碼 |
| Park Circle Co | 50,176 | $312.7 萬 | 2.68% | 00.0% | 不變 |
| NewEdge Wealth, LLC | 45,241 | $314.4 萬 | 0.05% | −2,599−5.4% | 減碼 |
| Empowered Funds, LLC | 50,737 | $316.2 萬 | 0.04% | +7,909+18.5% | 加碼 |
| Vestmark Advisory Solutions, Inc. | 51,623 | $321.7 萬 | 0.05% | −44,693−46.4% | 減碼 |
| Two Sigma Advisers, LP | 51,800 | $322.8 萬 | 0.01% | −5,300−9.3% | 減碼 |
| Thrivent Financial for Lutherans | 54,548 | $339.9 萬 | 0.01% | +2,700+5.2% | 加碼 |
| BNP Paribas Arbitrage, SA | 55,755 | $347.5 萬 | 0.00% | +38,962+232.0% | 加碼 |
| Price T Rowe Associates Inc | 57,132 | $356.1 萬 | 0.00% | +8,399+17.2% | 加碼 |
| LPL Financial LLC | 58,705 | $365.8 萬 | 0.00% | −3,183−5.1% | 減碼 |
| Man Group plc | 59,452 | $370.5 萬 | 0.01% | −81,988−58.0% | 減碼 |
| New York State Common Retirement Fund | 59,885 | $373.2 萬 | 0.00% | +1,700+2.9% | 加碼 |
| Algert Global LLC | 62,690 | $390.7 萬 | 0.08% | −1,250−2.0% | 減碼 |
| Point72 (DIFC) Ltd | 63,397 | $395.1 萬 | 0.31% | +63,397 | 新進 |
| Marshall Wace, LLP | 67,023 | $417.7 萬 | 0.00% | +51,480+331.2% | 加碼 |
| Mirae Asset Global Investments Co., Ltd. | 67,503 | $420.7 萬 | 0.01% | +9,980+17.3% | 加碼 |
| California State Teachers Retirement System | 69,155 | $431.0 萬 | 0.00% | +209+0.3% | 加碼 |
| Y-Intercept (Hong Kong) Ltd | 69,228 | $431.4 萬 | 0.11% | +44,844+183.9% | 加碼 |
| Lighthouse Investment Partners, LLC | 70,077 | $436.7 萬 | 0.19% | +32,396+86.0% | 加碼 |
| Palisades Investment Partners, LLC | 76,002 | $473.6 萬 | 2.07% | −728−0.9% | 減碼 |
| Great West Life Assurance Co | 76,913 | $479.5 萬 | 0.01% | +262+0.3% | 加碼 |
| Prudential Financial Inc | 77,067 | $480.3 萬 | 0.01% | −19,880−20.5% | 減碼 |
| First Eagle Investment Management, LLC | 79,551 | $495.8 萬 | 0.01% | −23,500−22.8% | 減碼 |
| Blue Zone Wealth Advisors, LLC | 80,277 | $500.3 萬 | 1.25% | +13,384+20.0% | 加碼 |