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。
2026 年第 1 季 13F 持有人
Moelis & Co 在 2026/3/31 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
- 402
- 較 2025 年第 4 季 +10 家
- 持有股數
- 8,011 萬
- 較 2025 年第 4 季 +1,200 萬 (+17.6%)
- 總市值
- $45.6 億
- 較 2025 年第 4 季 −$1.24 億 (−2.6%)
- 新進機構
- 65
- 另有 160 家加碼
- 清倉機構
- 55
- 另有 134 家減碼
另有 7 家機構在 2025 年第 4 季持有、還沒有申報 2026 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 |
2026 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 2025 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| BlackRock, Inc. | 8,802,109 | $5.02 億 | 0.01% | −7,699−0.1% | 減碼 |
| Kayne Anderson Rudnick Investment Management LLC | 5,777,773 | $3.29 億 | 0.97% | −255,982−4.2% | 減碼 |
| Vanguard Portfolio Management LLC | 4,628,683 | $2.64 億 | 0.01% | +4,628,683 | 新進 |
| Wasatch Advisors Inc | 3,742,624 | $2.13 億 | 1.42% | +310,001+9.0% | 加碼 |
| Vanguard Capital Management LLC | 3,315,040 | $1.89 億 | 0.00% | +3,315,040 | 新進 |
| State Street Corp | 2,921,129 | $1.67 億 | 0.01% | +64,750+2.3% | 加碼 |
| London Co of Virginia | 2,903,947 | $1.66 億 | 1.02% | −158,032−5.2% | 減碼 |
| Charles Schwab Investment Management Inc | 2,703,182 | $1.54 億 | 0.02% | −491,297−15.4% | 減碼 |
| Geode Capital Management, LLC | 2,169,253 | $1.24 億 | 0.01% | +83,667+4.0% | 加碼 |
| Ameriprise Financial Inc | 2,147,192 | $1.22 億 | 0.03% | −530,976−19.8% | 減碼 |
| HighTower Advisors, LLC | 1,785,339 | $1.02 億 | 0.11% | +399,647+28.8% | 加碼 |
| Madison Asset Management, LLC | 1,773,735 | $1.01 億 | 1.25% | +555,557+45.6% | 加碼 |
| Goldman Sachs Group Inc | 1,755,018 | $1.00 億 | 0.01% | −121,560−6.5% | 減碼 |
| Timucuan Asset Management Inc | 1,514,701 | $8,634 萬 | 3.18% | +108,905+7.7% | 加碼 |
| Natixis Advisors, L.P. | 1,352,595 | $7,710 萬 | 0.11% | +332,763+32.6% | 加碼 |
| Channing Capital Management, LLC | 1,308,095 | $7,456 萬 | 1.91% | +1,074,563+460.1% | 加碼 |
| Dimensional Fund Advisors LP | 1,277,774 | $7,282 萬 | 0.02% | +61,130+5.0% | 加碼 |
| Jones Financial Companies LLLP | 1,290,540 | $7,005 萬 | 0.03% | +1,288,222+55,574.7% | 加碼 |
| Nomura Asset Management International Inc. | 1,193,768 | $6,805 萬 | 0.12% | +1,193,768 | 新進 |
| JPMorgan Chase & Co | 1,177,612 | $6,465 萬 | 0.00% | +151,719+14.8% | 加碼 |
| Fisher Asset Management, LLC | 1,028,637 | $5,863 萬 | 0.02% | +571,745+125.1% | 加碼 |
| Bank of New York Mellon Corp | 993,897 | $5,665 萬 | 0.01% | −10,927−1.1% | 減碼 |
| Heard Capital LLC | 979,810 | $5,585 萬 | 2.89% | −1,700−0.2% | 減碼 |
| Morgan Stanley | 948,994 | $5,409 萬 | 0.00% | +135,782+16.7% | 加碼 |
| Wells Fargo & Company | 927,731 | $5,288 萬 | 0.01% | −13,179−1.4% | 減碼 |
| Northern Trust Corp | 810,466 | $4,620 萬 | 0.01% | +23,768+3.0% | 加碼 |
| Jennison Associates LLC | 792,617 | $4,518 萬 | 0.03% | −142,914−15.3% | 減碼 |
| Capital World Investors | 719,000 | $4,098 萬 | 0.01% | 00.0% | 不變 |
| Bank of America Corp | 693,812 | $3,955 萬 | 0.00% | +6,112+0.9% | 加碼 |
| Royal Bank of Canada | 649,724 | $3,704 萬 | 0.01% | +195,752+43.1% | 加碼 |
| Manufacturers Life Insurance Company, The | 566,155 | $3,227 萬 | 0.03% | −5,012−0.9% | 減碼 |
| Emerald Advisers, LLC | 548,077 | $3,124 萬 | 0.99% | −67,517−11.0% | 減碼 |
| Vanguard Fiduciary Trust Co | 514,422 | $2,932 萬 | 0.01% | +514,422 | 新進 |
| Tributary Capital Management, LLC | 476,195 | $2,714 萬 | 2.63% | +106,430+28.8% | 加碼 |
| UBS Group AG | 470,986 | $2,685 萬 | 0.00% | −153,421−24.6% | 減碼 |
| Raymond James Financial Inc | 463,510 | $2,642 萬 | 0.01% | +27,709+6.4% | 加碼 |
| Envestnet Asset Management Inc | 387,659 | $2,210 萬 | 0.01% | +46,796+13.7% | 加碼 |
| Fort Washington Investment Advisors Inc | 380,720 | $2,170 萬 | 0.12% | +380,720 | 新進 |
| New York State Common Retirement Fund | 370,220 | $2,110 萬 | 0.03% | +261,237+239.7% | 加碼 |
| Voya Investment Management LLC | 367,936 | $2,097 萬 | 0.02% | −100,613−21.5% | 減碼 |
| Principal Financial Group Inc | 361,858 | $2,063 萬 | 0.01% | +7,985+2.3% | 加碼 |
| Capital Management Corp | 355,238 | $2,025 萬 | 3.46% | +46,614+15.1% | 加碼 |
| AQR Capital Management LLC | 348,381 | $1,986 萬 | 0.01% | +114,185+48.8% | 加碼 |
| Emerald Mutual Fund Advisers Trust | 342,465 | $1,952 萬 | 0.95% | −21,058−5.8% | 減碼 |
| Royce & Associates LP | 329,989 | $1,881 萬 | 0.19% | +166,328+101.6% | 加碼 |
| SEI Investments Co | 326,357 | $1,860 萬 | 0.02% | −6,965−2.1% | 減碼 |
| Deutsche Bank AG | 302,266 | $1,723 萬 | 0.01% | +49,380+19.5% | 加碼 |
| Public Sector Pension Investment Board | 285,752 | $1,629 萬 | 0.05% | +29,660+11.6% | 加碼 |
| Canada Pension Plan Investment Board | 285,400 | $1,627 萬 | 0.01% | −36,400−11.3% | 減碼 |
| Wealth Enhancement Advisory Services, LLC | 283,530 | $1,595 萬 | 0.04% | −97,928−25.7% | 減碼 |
| Lord, Abbett & Co. LLC | 279,094 | $1,591 萬 | 0.05% | −69,345−19.9% | 減碼 |
| Arrowstreet Capital, Limited Partnership | 273,954 | $1,562 萬 | 0.01% | +273,954 | 新進 |
| Millennium Management LLC | 248,159 | $1,415 萬 | 0.01% | +160,317+182.5% | 加碼 |
| Price T Rowe Associates Inc | 237,321 | $1,353 萬 | 0.00% | −588,401−71.3% | 減碼 |
| Renaissance Technologies LLC | 219,500 | $1,251 萬 | 0.02% | −76,444−25.8% | 減碼 |
| Rhumbline Advisers | 206,172 | $1,175 萬 | 0.01% | +7,981+4.0% | 加碼 |
| Invesco Ltd. | 205,539 | $1,172 萬 | 0.00% | +12,149+6.3% | 加碼 |
| Nuveen, LLC | 200,481 | $1,143 萬 | 0.00% | −13,117−6.1% | 減碼 |
| Legal & General Group Plc | 186,121 | $1,061 萬 | 0.00% | −13,541−6.8% | 減碼 |
| Prana Capital Management, LP | 181,247 | $1,033 萬 | 0.32% | +181,247 | 新進 |
| Stifel Financial Corp | 168,778 | $962.0 萬 | 0.01% | +35,312+26.5% | 加碼 |
| Winslow Asset Management Inc | 164,908 | $940.0 萬 | 1.83% | −4,111−2.4% | 減碼 |
| Bamco Inc | 163,197 | $930.2 萬 | 0.03% | −350,000−68.2% | 減碼 |
| Kettle Hill Capital Management, LLC | 155,446 | $886.0 萬 | 2.22% | +155,446 | 新進 |
| UBS Asset Management Americas Inc | 154,572 | $881.1 萬 | 0.00% | −33,235−17.7% | 減碼 |
| Susquehanna Portfolio Strategies, LLC | 150,826 | $859.7 萬 | 0.13% | −626−0.4% | 減碼 |
| Axiom Investors LLC | 150,115 | $855.7 萬 | 0.10% | −110,982−42.5% | 減碼 |
| Swiss National Bank | 146,400 | $834.5 萬 | 0.00% | 00.0% | 不變 |
| Woodline Partners LP | 142,542 | $812.5 萬 | 0.03% | +142,542 | 新進 |
| Pier Capital, LLC | 138,822 | $791.3 萬 | 1.31% | −2,530−1.8% | 減碼 |
| Cramer Rosenthal McGlynn LLC | 128,595 | $733.0 萬 | 0.54% | −92,868−41.9% | 減碼 |
| Artisan Partners Limited Partnership | 128,399 | $731.9 萬 | 0.01% | −215,598−62.7% | 減碼 |
| FMR LLC | 124,945 | $712.2 萬 | 0.00% | +2,305+1.9% | 加碼 |
| Winton Group Ltd | 121,037 | $689.9 萬 | 0.24% | +121,037 | 新進 |
| Tudor Investment Corp Et Al | 117,398 | $669.2 萬 | 0.04% | −90,487−43.5% | 減碼 |
| Alliancebernstein L.P. | 96,273 | $661.8 萬 | 0.00% | +7,598+8.6% | 加碼 |
| Victory Capital Management Inc | 113,451 | $646.7 萬 | 0.00% | +24,370+27.4% | 加碼 |
| Diversify Wealth Management, LLC | 95,168 | $638.1 萬 | 0.11% | +238+0.3% | 加碼 |
| Cinctive Capital Management LP | 97,015 | $553.0 萬 | 0.36% | +97,015 | 新進 |
| Empowered Funds, LLC | 96,426 | $549.6 萬 | 0.04% | +20,372+26.8% | 加碼 |
| Regions Financial Corp | 91,547 | $521.8 萬 | 0.03% | −6,173−6.3% | 減碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 88,354 | $503.6 萬 | 0.01% | +53,836+156.0% | 加碼 |
| California State Teachers Retirement System | 87,887 | $501.0 萬 | 0.01% | +17,411+24.7% | 加碼 |
| Quantinno Capital Management LP | 87,535 | $499.0 萬 | 0.01% | +58,698+203.6% | 加碼 |
| First Trust Advisors LP | 84,167 | $479.8 萬 | 0.00% | −3,499−4.0% | 減碼 |
| Great West Life Assurance Co | 82,693 | $471.9 萬 | 0.01% | −3,541−4.1% | 減碼 |
| Callan Family Office, LLC | 81,436 | $464.2 萬 | 0.11% | +790+1.0% | 加碼 |
| Federated Hermes, Inc. | 81,269 | $463.2 萬 | 0.01% | +8,433+11.6% | 加碼 |
| Alps Advisors Inc | 80,690 | $459.9 萬 | 0.02% | −48−0.1% | 減碼 |
| Blue Zone Wealth Advisors, LLC | 80,528 | $459.0 萬 | 0.93% | −2,012−2.4% | 減碼 |
| Palisades Investment Partners, LLC | 77,627 | $442.5 萬 | 1.73% | −313−0.4% | 減碼 |
| Prudential Financial Inc | 75,745 | $431.7 萬 | 0.01% | +5,025+7.1% | 加碼 |
| First Eagle Investment Management, LLC | 75,101 | $428.1 萬 | 0.01% | −4,200−5.3% | 減碼 |
| American Century Companies Inc | 73,222 | $417.4 萬 | 0.00% | +47,260+182.0% | 加碼 |
| B. Metzler seel. Sohn & Co. AG | 72,191 | $411.5 萬 | 0.04% | +9,617+15.4% | 加碼 |
| Y-Intercept (Hong Kong) Ltd | 69,769 | $397.7 萬 | 0.08% | +69,769 | 新進 |
| Vanguard Asset Management, Ltd | 66,412 | $378.5 萬 | 0.00% | +66,412 | 新進 |
| LPL Financial LLC | 65,786 | $375.0 萬 | 0.00% | +2,783+4.4% | 加碼 |
| Freemont Management S.A. | 63,400 | $361.4 萬 | 0.68% | +63,400 | 新進 |
| Citadel Advisors LLC | 62,908 | $358.6 萬 | 0.00% | −125,302−66.6% | 減碼 |