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 3 季 13F 持有人
Moelis & Co 在 2025/9/30 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
- 397
- 較 2025 年第 2 季 +25 家
- 持有股數
- 7,575 萬
- 較 2025 年第 2 季 +20.9 萬 (+0.3%)
- 總市值
- $54.0 億
- 較 2025 年第 2 季 +$6.89 億 (+14.6%)
- 新進機構
- 60
- 另有 168 家加碼
- 清倉機構
- 35
- 另有 118 家減碼
另有 4 家機構在 2025 年第 2 季持有、還沒有申報 2025 年第 3 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| BlackRock, Inc. | 8,820,661 | $6.29 億 | 0.01% | +31,684+0.4% | 加碼 |
| Vanguard Group Inc | 8,732,435 | $6.23 億 | 0.01% | −117,172−1.3% | 減碼 |
| Kayne Anderson Rudnick Investment Management LLC | 6,457,415 | $4.61 億 | 1.12% | −310,861−4.6% | 減碼 |
| Wasatch Advisors Inc | 3,304,180 | $2.36 億 | 1.27% | +458,575+16.1% | 加碼 |
| London Co of Virginia | 3,265,878 | $2.33 億 | 1.29% | −151,120−4.4% | 減碼 |
| Charles Schwab Investment Management Inc | 3,127,782 | $2.23 億 | 0.04% | +47,659+1.5% | 加碼 |
| State Street Corp | 2,886,158 | $2.06 億 | 0.01% | +23,821+0.8% | 加碼 |
| Ameriprise Financial Inc | 2,271,903 | $1.62 億 | 0.04% | −124,327−5.2% | 減碼 |
| Geode Capital Management, LLC | 2,084,422 | $1.49 億 | 0.01% | +31,560+1.5% | 加碼 |
| Goldman Sachs Group Inc | 1,787,107 | $1.27 億 | 0.02% | −126,184−6.6% | 減碼 |
| Timucuan Asset Management Inc | 1,421,715 | $1.01 億 | 2.97% | −2,812−0.2% | 減碼 |
| Madison Asset Management, LLC | 1,284,261 | $9,159 萬 | 1.01% | −11,023−0.9% | 減碼 |
| HighTower Advisors, LLC | 1,256,324 | $8,960 萬 | 0.10% | +196,030+18.5% | 加碼 |
| Bank of New York Mellon Corp | 1,235,998 | $8,815 萬 | 0.02% | +584,666+89.8% | 加碼 |
| Dimensional Fund Advisors LP | 1,111,459 | $7,927 萬 | 0.02% | +70,864+6.8% | 加碼 |
| JPMorgan Chase & Co | 962,778 | $6,867 萬 | 0.00% | +17,220+1.8% | 加碼 |
| Wells Fargo & Company | 924,514 | $6,594 萬 | 0.01% | −15,291−1.6% | 減碼 |
| Natixis Advisors, L.P. | 918,876 | $6,553 萬 | 0.10% | +135,450+17.3% | 加碼 |
| Jennison Associates LLC | 898,056 | $6,405 萬 | 0.04% | +226,625+33.8% | 加碼 |
| Northern Trust Corp | 862,180 | $6,149 萬 | 0.01% | −3,225−0.4% | 減碼 |
| Morgan Stanley | 837,248 | $5,971 萬 | 0.00% | +119,787+16.7% | 加碼 |
| Bank of America Corp | 772,399 | $5,509 萬 | 0.00% | +142,113+22.5% | 加碼 |
| Heard Capital LLC | 756,540 | $5,396 萬 | 2.62% | −163,700−17.8% | 減碼 |
| Price T Rowe Associates Inc | 751,452 | $5,359 萬 | 0.01% | +694,320+1,215.3% | 加碼 |
| Capital World Investors | 719,000 | $5,128 萬 | 0.01% | 00.0% | 不變 |
| Royal Bank of Canada | 706,886 | $5,041 萬 | 0.01% | +70,139+11.0% | 加碼 |
| Lord, Abbett & Co. LLC | 694,729 | $4,955 萬 | 0.15% | −209,534−23.2% | 減碼 |
| UBS Group AG | 681,668 | $4,862 萬 | 0.01% | +227,232+50.0% | 加碼 |
| Voya Investment Management LLC | 565,727 | $4,035 萬 | 0.04% | +63,537+12.7% | 加碼 |
| Manufacturers Life Insurance Company, The | 541,699 | $3,863 萬 | 0.03% | −119,895−18.1% | 減碼 |
| Bamco Inc | 525,778 | $3,750 萬 | 0.10% | −1,408−0.3% | 減碼 |
| Fisher Asset Management, LLC | 491,470 | $3,505 萬 | 0.01% | +141,221+40.3% | 加碼 |
| Emerald Advisers, LLC | 451,497 | $3,220 萬 | 1.03% | −6,509−1.4% | 減碼 |
| Raymond James Financial Inc | 437,145 | $3,118 萬 | 0.01% | +34,931+8.7% | 加碼 |
| Artisan Partners Limited Partnership | 407,894 | $2,909 萬 | 0.04% | −22,660−5.3% | 減碼 |
| Tributary Capital Management, LLC | 396,800 | $2,830 萬 | 2.56% | −18,164−4.4% | 減碼 |
| Envestnet Asset Management Inc | 389,739 | $2,780 萬 | 0.01% | +7,639+2.0% | 加碼 |
| Renaissance Technologies LLC | 369,444 | $2,635 萬 | 0.03% | −202,700−35.4% | 減碼 |
| Principal Financial Group Inc | 358,695 | $2,558 萬 | 0.01% | −9,339−2.5% | 減碼 |
| Wealth Enhancement Advisory Services, LLC | 354,658 | $2,369 萬 | 0.04% | +17,740+5.3% | 加碼 |
| SEI Investments Co | 325,456 | $2,321 萬 | 0.02% | +19,493+6.4% | 加碼 |
| Nuveen, LLC | 315,535 | $2,250 萬 | 0.01% | −1,704−0.5% | 減碼 |
| Axiom Investors LLC | 312,770 | $2,231 萬 | 0.16% | +122,020+64.0% | 加碼 |
| Public Sector Pension Investment Board | 289,371 | $2,064 萬 | 0.08% | +36,431+14.4% | 加碼 |
| Emerald Mutual Fund Advisers Trust | 273,351 | $1,950 萬 | 1.01% | +5,900+2.2% | 加碼 |
| Deutsche Bank AG | 259,439 | $1,850 萬 | 0.01% | −9,936−3.7% | 減碼 |
| Janus Henderson Group PLC | 245,380 | $1,750 萬 | 0.01% | +214,654+698.6% | 加碼 |
| Cramer Rosenthal McGlynn LLC | 240,796 | $1,717 萬 | 1.10% | +45,458+23.3% | 加碼 |
| Capital Management Corp | 228,327 | $1,628 萬 | 2.56% | −17,824−7.2% | 減碼 |
| Azora Capital LP | 223,470 | $1,594 萬 | 0.74% | −526,888−70.2% | 減碼 |
| Legal & General Group Plc | 213,002 | $1,519 萬 | 0.00% | −1,301−0.6% | 減碼 |
| Rhumbline Advisers | 210,800 | $1,503 萬 | 0.01% | −420−0.2% | 減碼 |
| Invesco Ltd. | 209,371 | $1,493 萬 | 0.00% | −243,151−53.7% | 減碼 |
| Canada Pension Plan Investment Board | 193,200 | $1,378 萬 | 0.01% | +30,100+18.5% | 加碼 |
| AQR Capital Management LLC | 187,048 | $1,334 萬 | 0.01% | −22,542−10.8% | 減碼 |
| Winslow Asset Management Inc | 168,678 | $1,203 萬 | 2.26% | −1,873−1.1% | 減碼 |
| Susquehanna Portfolio Strategies, LLC | 158,556 | $1,131 萬 | 0.18% | +7,730+5.1% | 加碼 |
| Swiss National Bank | 143,800 | $1,026 萬 | 0.01% | +8,900+6.6% | 加碼 |
| Pier Capital, LLC | 142,560 | $1,017 萬 | 1.59% | −7,518−5.0% | 減碼 |
| FMR LLC | 141,255 | $1,007 萬 | 0.00% | +8,223+6.2% | 加碼 |
| Stifel Financial Corp | 138,224 | $985.8 萬 | 0.01% | −1,752−1.3% | 減碼 |
| UBS Asset Management Americas Inc | 137,684 | $982.0 萬 | 0.00% | −113,026−45.1% | 減碼 |
| Barclays PLC | 121,127 | $863.9 萬 | 0.00% | −42,530−26.0% | 減碼 |
| Nicholas Investment Partners, LP | 119,117 | $849.5 萬 | 0.65% | +95,031+394.5% | 加碼 |
| Royce & Associates LP | 112,011 | $798.9 萬 | 0.08% | +18,142+19.3% | 加碼 |
| Eisler Capital Management Ltd. | 110,089 | $784.0 萬 | 0.18% | +110,089 | 新進 |
| Citigroup Inc | 107,810 | $768.9 萬 | 0.01% | −19,034−15.0% | 減碼 |
| Los Angeles Capital Management LLC | 106,661 | $760.7 萬 | 0.03% | +57,281+116.0% | 加碼 |
| Prudential Financial Inc | 99,872 | $712.3 萬 | 0.01% | +22,805+29.6% | 加碼 |
| Regions Financial Corp | 99,300 | $708.2 萬 | 0.05% | +759+0.8% | 加碼 |
| Aquatic Capital Management LLC | 99,199 | $707.5 萬 | 0.13% | +52,229+111.2% | 加碼 |
| Alliancebernstein L.P. | 91,351 | $651.5 萬 | 0.00% | +141+0.2% | 加碼 |
| Victory Capital Management Inc | 90,553 | $645.8 萬 | 0.00% | −2,584−2.8% | 減碼 |
| Millennium Management LLC | 85,729 | $611.4 萬 | 0.00% | +85,729 | 新進 |
| Alps Advisors Inc | 85,598 | $610.5 萬 | 0.03% | +85,598 | 新進 |
| Diversify Wealth Management, LLC | 93,764 | $594.5 萬 | 0.34% | +4,575+5.1% | 加碼 |
| Callan Family Office, LLC | 81,901 | $584.1 萬 | 0.19% | −2,802−3.3% | 減碼 |
| Blue Zone Wealth Advisors, LLC | 81,616 | $582.1 萬 | 1.16% | +1,339+1.7% | 加碼 |
| Tudor Investment Corp Et Al | 80,173 | $571.8 萬 | 0.04% | +80,173 | 新進 |
| First Eagle Investment Management, LLC | 79,851 | $569.5 萬 | 0.01% | +300+0.4% | 加碼 |
| Jain Global LLC | 78,008 | $556.4 萬 | 0.07% | +78,008 | 新進 |
| Great West Life Assurance Co | 76,598 | $553.6 萬 | 0.01% | −315−0.4% | 減碼 |
| Palisades Investment Partners, LLC | 76,337 | $544.4 萬 | 2.14% | +335+0.4% | 加碼 |
| Mackenzie Financial Corp | 75,311 | $537.1 萬 | 0.01% | +65,438+662.8% | 加碼 |
| New York State Common Retirement Fund | 73,910 | $527.1 萬 | 0.01% | +14,025+23.4% | 加碼 |
| ExodusPoint Capital Management, LP | 73,451 | $523.9 萬 | 0.07% | +73,451 | 新進 |
| EFG Asset Management (North America) Corp. | 72,808 | $519.2 萬 | 0.67% | −7,661−9.5% | 減碼 |
| Mirae Asset Global Investments Co., Ltd. | 69,181 | $493.4 萬 | 0.02% | +1,678+2.5% | 加碼 |
| California State Teachers Retirement System | 69,159 | $493.2 萬 | 0.01% | +40.0% | 加碼 |
| Empowered Funds, LLC | 65,419 | $466.6 萬 | 0.05% | +14,682+28.9% | 加碼 |
| LPL Financial LLC | 62,673 | $447.0 萬 | 0.00% | +3,968+6.8% | 加碼 |
| Schonfeld Strategic Advisors LLC | 62,305 | $444.4 萬 | 0.03% | +31,212+100.4% | 加碼 |
| Interval Partners, LP | 57,563 | $410.5 萬 | 0.09% | −39,467−40.7% | 減碼 |
| Two Sigma Advisers, LP | 56,900 | $405.8 萬 | 0.01% | +5,100+9.8% | 加碼 |
| Vestmark Advisory Solutions, Inc. | 54,157 | $386.2 萬 | 0.07% | +2,534+4.9% | 加碼 |
| Edgestream Partners, L.P. | 53,957 | $384.8 萬 | 0.11% | +43,583+420.1% | 加碼 |
| Thrivent Financial for Lutherans | 53,514 | $381.7 萬 | 0.01% | −1,034−1.9% | 減碼 |
| Oppenheimer Asset Management Inc. | 53,115 | $378.8 萬 | 0.04% | +9,512+21.8% | 加碼 |
| Wiley Bros.-Aintree Capital, LLC | 51,394 | $366.8 萬 | 0.02% | +1,236+2.5% | 加碼 |
| Park Circle Co | 50,176 | $357.9 萬 | 3.11% | 00.0% | 不變 |