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 4 季 13F 持有人
Moelis & Co 在 2025/12/31 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
- 399
- 較 2025 年第 3 季 +8 家
- 持有股數
- 7,729 萬
- 較 2025 年第 3 季 +173.8 萬 (+2.3%)
- 總市值
- $53.2 億
- 較 2025 年第 3 季 −$6,898 萬 (−1.3%)
- 新進機構
- 58
- 另有 152 家加碼
- 清倉機構
- 50
- 另有 146 家減碼
另有 6 家機構在 2025 年第 3 季持有、還沒有申報 2025 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| BlackRock, Inc. | 8,809,808 | $6.06 億 | 0.01% | −10,853−0.1% | 減碼 |
| Vanguard Group Inc | 8,509,013 | $5.85 億 | 0.01% | −223,422−2.6% | 減碼 |
| Kayne Anderson Rudnick Investment Management LLC | 6,033,755 | $4.15 億 | 1.11% | −423,660−6.6% | 減碼 |
| Wasatch Advisors Inc | 3,432,623 | $2.36 億 | 1.40% | +128,443+3.9% | 加碼 |
| Charles Schwab Investment Management Inc | 3,194,479 | $2.20 億 | 0.03% | +66,697+2.1% | 加碼 |
| London Co of Virginia | 3,061,979 | $2.10 億 | 1.21% | −203,899−6.2% | 減碼 |
| State Street Corp | 2,856,379 | $1.96 億 | 0.01% | −29,779−1.0% | 減碼 |
| Ameriprise Financial Inc | 2,678,168 | $1.84 億 | 0.04% | +406,265+17.9% | 加碼 |
| Geode Capital Management, LLC | 2,085,586 | $1.43 億 | 0.01% | +1,164+0.1% | 加碼 |
| Goldman Sachs Group Inc | 1,876,578 | $1.29 億 | 0.02% | +89,471+5.0% | 加碼 |
| Timucuan Asset Management Inc | 1,405,796 | $9,663 萬 | 3.14% | −15,919−1.1% | 減碼 |
| HighTower Advisors, LLC | 1,385,692 | $9,525 萬 | 0.10% | +129,368+10.3% | 加碼 |
| Madison Asset Management, LLC | 1,218,178 | $8,374 萬 | 0.96% | −66,083−5.1% | 減碼 |
| Dimensional Fund Advisors LP | 1,216,644 | $8,364 萬 | 0.02% | +105,185+9.5% | 加碼 |
| JPMorgan Chase & Co | 1,025,893 | $7,052 萬 | 0.00% | +63,115+6.6% | 加碼 |
| Natixis Advisors, L.P. | 1,019,832 | $7,010 萬 | 0.10% | +100,956+11.0% | 加碼 |
| Bank of New York Mellon Corp | 1,004,824 | $6,907 萬 | 0.01% | −231,174−18.7% | 減碼 |
| Heard Capital LLC | 981,510 | $6,747 萬 | 3.17% | +224,970+29.7% | 加碼 |
| Wells Fargo & Company | 940,910 | $6,468 萬 | 0.01% | +16,396+1.8% | 加碼 |
| Jennison Associates LLC | 935,531 | $6,431 萬 | 0.04% | +37,475+4.2% | 加碼 |
| Balyasny Asset Management LLC | 885,321 | $6,086 萬 | 0.11% | +885,321 | 新進 |
| Price T Rowe Associates Inc | 825,722 | $5,676 萬 | 0.01% | +74,270+9.9% | 加碼 |
| Morgan Stanley | 813,212 | $5,590 萬 | 0.00% | −24,036−2.9% | 減碼 |
| Northern Trust Corp | 786,698 | $5,408 萬 | 0.01% | −75,482−8.8% | 減碼 |
| Capital World Investors | 719,000 | $4,942 萬 | 0.01% | 00.0% | 不變 |
| Bank of America Corp | 687,700 | $4,727 萬 | 0.00% | −84,699−11.0% | 減碼 |
| UBS Group AG | 624,407 | $4,292 萬 | 0.01% | −57,261−8.4% | 減碼 |
| Norges Bank | 624,365 | $4,292 萬 | 0.00% | +624,365 | 新進 |
| Emerald Advisers, LLC | 615,594 | $4,232 萬 | 1.30% | +164,097+36.3% | 加碼 |
| Manufacturers Life Insurance Company, The | 571,167 | $3,926 萬 | 0.03% | +29,468+5.4% | 加碼 |
| Bamco Inc | 513,197 | $3,528 萬 | 0.10% | −12,581−2.4% | 減碼 |
| Voya Investment Management LLC | 468,549 | $3,221 萬 | 0.03% | −97,178−17.2% | 減碼 |
| Fisher Asset Management, LLC | 456,892 | $3,141 萬 | 0.01% | −34,578−7.0% | 減碼 |
| Royal Bank of Canada | 453,972 | $3,121 萬 | 0.01% | −252,914−35.8% | 減碼 |
| Raymond James Financial Inc | 435,801 | $2,996 萬 | 0.01% | −1,344−0.3% | 減碼 |
| Wealth Enhancement Advisory Services, LLC | 381,458 | $2,922 萬 | 0.04% | +26,800+7.6% | 加碼 |
| Tributary Capital Management, LLC | 369,765 | $2,542 萬 | 2.50% | −27,035−6.8% | 減碼 |
| Emerald Mutual Fund Advisers Trust | 363,523 | $2,499 萬 | 1.22% | +90,172+33.0% | 加碼 |
| Principal Financial Group Inc | 353,873 | $2,433 萬 | 0.01% | −4,822−1.3% | 減碼 |
| Lord, Abbett & Co. LLC | 348,439 | $2,395 萬 | 0.07% | −346,290−49.8% | 減碼 |
| Freestone Grove Partners LP | 345,769 | $2,377 萬 | 0.17% | +345,769 | 新進 |
| Artisan Partners Limited Partnership | 343,997 | $2,365 萬 | 0.04% | −63,897−15.7% | 減碼 |
| Envestnet Asset Management Inc | 340,863 | $2,343 萬 | 0.01% | −48,876−12.5% | 減碼 |
| SEI Investments Co | 333,322 | $2,291 萬 | 0.02% | +7,866+2.4% | 加碼 |
| Canada Pension Plan Investment Board | 321,800 | $2,212 萬 | 0.01% | +128,600+66.6% | 加碼 |
| Capital Management Corp | 308,624 | $2,121 萬 | 3.48% | +80,297+35.2% | 加碼 |
| Renaissance Technologies LLC | 295,944 | $2,034 萬 | 0.03% | −73,500−19.9% | 減碼 |
| Axiom Investors LLC | 261,097 | $1,795 萬 | 0.16% | −51,673−16.5% | 減碼 |
| Public Sector Pension Investment Board | 256,092 | $1,760 萬 | 0.06% | −33,279−11.5% | 減碼 |
| Deutsche Bank AG | 252,886 | $1,738 萬 | 0.01% | −6,553−2.5% | 減碼 |
| Adage Capital Partners GP, L.L.C. | 239,900 | $1,649 萬 | 0.02% | +239,900 | 新進 |
| AQR Capital Management LLC | 234,196 | $1,610 萬 | 0.01% | +47,148+25.2% | 加碼 |
| Channing Capital Management, LLC | 233,532 | $1,605 萬 | 0.41% | +233,532 | 新進 |
| Cramer Rosenthal McGlynn LLC | 221,463 | $1,522 萬 | 0.98% | −19,333−8.0% | 減碼 |
| Nuveen, LLC | 213,598 | $1,468 萬 | 0.00% | −101,937−32.3% | 減碼 |
| Tudor Investment Corp Et Al | 207,885 | $1,429 萬 | 0.08% | +127,712+159.3% | 加碼 |
| Legal & General Group Plc | 199,662 | $1,372 萬 | 0.00% | −13,340−6.3% | 減碼 |
| Rhumbline Advisers | 198,191 | $1,362 萬 | 0.01% | −12,609−6.0% | 減碼 |
| Cander Asset Management LP | 196,678 | $1,352 萬 | 2.50% | +196,678 | 新進 |
| Invesco Ltd. | 193,390 | $1,329 萬 | 0.00% | −15,981−7.6% | 減碼 |
| Citadel Advisors LLC | 188,210 | $1,294 萬 | 0.01% | +138,944+282.0% | 加碼 |
| UBS Asset Management Americas Inc | 187,807 | $1,291 萬 | 0.00% | +50,123+36.4% | 加碼 |
| Assenagon Asset Management S.A. | 182,147 | $1,252 萬 | 0.02% | +159,779+714.3% | 加碼 |
| Winslow Asset Management Inc | 169,019 | $1,162 萬 | 2.14% | +341+0.2% | 加碼 |
| Royce & Associates LP | 163,661 | $1,125 萬 | 0.11% | +51,650+46.1% | 加碼 |
| Susquehanna Portfolio Strategies, LLC | 151,452 | $1,041 萬 | 0.16% | −7,104−4.5% | 減碼 |
| Swiss National Bank | 146,400 | $1,006 萬 | 0.01% | +2,600+1.8% | 加碼 |
| Pier Capital, LLC | 141,352 | $971.7 萬 | 1.55% | −1,208−0.8% | 減碼 |
| D. E. Shaw & Co., Inc. | 134,411 | $923.9 萬 | 0.01% | +134,411 | 新進 |
| Stifel Financial Corp | 133,466 | $917.4 萬 | 0.01% | −4,758−3.4% | 減碼 |
| Barclays PLC | 130,959 | $900.2 萬 | 0.00% | +9,832+8.1% | 加碼 |
| FMR LLC | 122,640 | $843.0 萬 | 0.00% | −18,615−13.2% | 減碼 |
| Longaeva Partners L.P. | 110,660 | $760.7 萬 | 0.90% | +110,660 | 新進 |
| New York State Common Retirement Fund | 108,983 | $749.1 萬 | 0.01% | +35,073+47.5% | 加碼 |
| Diversify Wealth Management, LLC | 94,930 | $698.8 萬 | 0.33% | +1,166+1.2% | 加碼 |
| Los Angeles Capital Management LLC | 105,801 | $680.0 萬 | 0.02% | −860−0.8% | 減碼 |
| Regions Financial Corp | 97,720 | $671.7 萬 | 0.04% | −1,580−1.6% | 減碼 |
| Victory Capital Management Inc | 89,081 | $612.3 萬 | 0.00% | −1,472−1.6% | 減碼 |
| Alliancebernstein L.P. | 88,675 | $609.6 萬 | 0.00% | −2,676−2.9% | 減碼 |
| Millennium Management LLC | 87,842 | $603.8 萬 | 0.00% | +2,113+2.5% | 加碼 |
| First Trust Advisors LP | 87,666 | $602.6 萬 | 0.00% | +55,957+176.5% | 加碼 |
| Great West Life Assurance Co | 86,234 | $592.8 萬 | 0.01% | +9,636+12.6% | 加碼 |
| Blue Zone Wealth Advisors, LLC | 82,540 | $567.4 萬 | 1.09% | +924+1.1% | 加碼 |
| Alps Advisors Inc | 80,738 | $555.0 萬 | 0.03% | −4,860−5.7% | 減碼 |
| Callan Family Office, LLC | 80,646 | $554.4 萬 | 0.12% | −1,255−1.5% | 減碼 |
| First Eagle Investment Management, LLC | 79,301 | $545.1 萬 | 0.01% | −550−0.7% | 減碼 |
| Palisades Investment Partners, LLC | 77,940 | $535.8 萬 | 2.02% | +1,603+2.1% | 加碼 |
| Empowered Funds, LLC | 76,054 | $522.8 萬 | 0.09% | +10,635+16.3% | 加碼 |
| Holocene Advisors, LP | 73,193 | $503.1 萬 | 0.01% | +73,193 | 新進 |
| Federated Hermes, Inc. | 72,836 | $500.7 萬 | 0.01% | +45,050+162.1% | 加碼 |
| Prudential Financial Inc | 70,720 | $498.3 萬 | 0.01% | −29,152−29.2% | 減碼 |
| EFG International AG | 71,000 | $488.1 萬 | 0.09% | +71,000 | 新進 |
| California State Teachers Retirement System | 70,476 | $484.5 萬 | 0.00% | +1,317+1.9% | 加碼 |
| Mirae Asset Global Investments Co., Ltd. | 66,898 | $459.9 萬 | 0.01% | −2,283−3.3% | 減碼 |
| BW Gestao de Investimentos Ltda. | 64,000 | $439.9 萬 | 0.16% | +64,000 | 新進 |
| LPL Financial LLC | 63,003 | $433.1 萬 | 0.00% | +330+0.5% | 加碼 |
| B. Metzler seel. Sohn & Co. AG | 62,574 | $430.1 萬 | 0.04% | +13,585+27.7% | 加碼 |
| New Age Alpha Advisors, LLC | 60,908 | $418.7 萬 | 0.18% | +59,105+3,278.1% | 加碼 |
| Vestmark Advisory Solutions, Inc. | 55,106 | $378.8 萬 | 0.05% | +949+1.8% | 加碼 |
| Wiley Bros.-Aintree Capital, LLC | 52,991 | $364.3 萬 | 0.02% | +1,597+3.1% | 加碼 |