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 2 季 13F 持有人
Moelis & Co 在 2026/6/30 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
- 397
- 較 2026 年第 1 季 0 家
- 持有股數
- 8,031 萬
- 較 2026 年第 1 季 +27.5 萬 (+0.3%)
- 總市值
- $52.5 億
- 較 2026 年第 1 季 +$6.91 億 (+15.2%)
- 新進機構
- 55
- 另有 163 家加碼
- 清倉機構
- 55
- 另有 131 家減碼
另有 5 家機構在 2026 年第 1 季持有、還沒有申報 2026 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 |
2026 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 2026 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Oppenheimer Asset Management Inc. | 53,041 | $347.0 萬 | 0.04% | +516+1.0% | 加碼 |
| Park Circle Co | 49,876 | $326.3 萬 | 2.88% | 00.0% | 不變 |
| Cresset Asset Management, LLC | 49,863 | $326.2 萬 | 0.01% | +16,878+51.2% | 加碼 |
| Thrivent Financial for Lutherans | 48,839 | $319.5 萬 | 0.01% | −552−1.1% | 減碼 |
| Meeder Asset Management Inc | 48,749 | $318.9 萬 | 0.16% | +43,202+778.8% | 加碼 |
| Gabelli Funds LLC | 45,950 | $300.6 萬 | 0.02% | +2,100+4.8% | 加碼 |
| Voya Investment Management LLC | 44,982 | $294.3 萬 | 0.00% | −322,954−87.8% | 減碼 |
| Russell Investments Group, Ltd. | 45,055 | $294.2 萬 | 0.00% | +16,864+59.8% | 加碼 |
| MetLife Investment Management | 43,918 | $287.3 萬 | 0.01% | +3,290+8.1% | 加碼 |
| Odyssean, LLC | 43,912 | $287.3 萬 | 0.47% | +18,194+70.7% | 加碼 |
| Verdence Capital Advisors LLC | 43,848 | $286.9 萬 | 0.15% | +6,056+16.0% | 加碼 |
| Aquatic Capital Management LLC | 43,349 | $283.6 萬 | 0.10% | +43,349 | 新進 |
| Walleye Capital LLC | 43,138 | $282.2 萬 | 0.01% | +43,138 | 新進 |
| Bamco Inc | 43,050 | $281.6 萬 | 0.00% | −120,147−73.6% | 減碼 |
| Citigroup Inc | 41,989 | $274.7 萬 | 0.00% | +29,582+238.4% | 加碼 |
| First National Bank of Omaha | 41,597 | $272.1 萬 | 0.08% | −11,729−22.0% | 減碼 |
| NewEdge Wealth, LLC | 40,439 | $264.6 萬 | 0.03% | +370+0.9% | 加碼 |
| Illinois Municipal Retirement Fund | 39,264 | $256.9 萬 | 0.03% | −1,433−3.5% | 減碼 |
| Fifth Third Bancorp | 38,509 | $251.9 萬 | 0.00% | −444−1.1% | 減碼 |
| Basswood Capital Management, L.L.C. | 38,242 | $250.2 萬 | 0.11% | −22,726−37.3% | 減碼 |
| State of Alaska, Department of Revenue | 37,281 | $243.8 萬 | 0.02% | −12,154−24.6% | 減碼 |
| Brinker Capital Investments, LLC | 36,501 | $238.8 萬 | 0.02% | −1,258−3.3% | 減碼 |
| Y-Intercept (Hong Kong) Ltd | 36,289 | $237.4 萬 | 0.05% | −33,480−48.0% | 減碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 34,775 | $227.5 萬 | 0.00% | −53,579−60.6% | 減碼 |
| Jupiter Topco LLC | 34,626 | $226.6 萬 | 0.00% | +34,626 | 新進 |
| Man Group plc | 34,412 | $225.1 萬 | 0.00% | +522+1.5% | 加碼 |
| Pathstone Holdings, LLC | 33,435 | $218.7 萬 | 0.01% | −627−1.8% | 減碼 |
| Two Sigma Investments, LP | 33,300 | $217.8 萬 | 0.00% | −8,700−20.7% | 減碼 |
| FMR LLC | 32,960 | $215.6 萬 | 0.00% | −91,985−73.6% | 減碼 |
| Louisiana State Employees Retirement System | 32,600 | $213.3 萬 | 0.03% | −200−0.6% | 減碼 |
| Fred Alger Management, LLC | 32,127 | $210.2 萬 | 0.01% | −507−1.6% | 減碼 |
| Toroso Investments, LLC | 31,483 | $206.0 萬 | 0.00% | −5,100−13.9% | 減碼 |
| State of New Jersey Common Pension Fund D | 30,994 | $202.8 萬 | 0.01% | −4,857−13.5% | 減碼 |
| Moran Wealth Management, LLC | 30,409 | $198.9 萬 | 0.05% | −2,766−8.3% | 減碼 |
| Salvus Wealth Management, LLC | 29,689 | $194.2 萬 | 1.09% | −1,259−4.1% | 減碼 |
| Knights of Columbus Asset Advisors LLC | 29,687 | $194.2 萬 | 0.10% | +182+0.6% | 加碼 |
| Vanguard Global Advisers, LLC | 28,514 | $186.5 萬 | 0.00% | −1,306−4.4% | 減碼 |
| Millennium Management LLC | 27,656 | $180.9 萬 | 0.00% | −220,503−88.9% | 減碼 |
| Ieq Capital, LLC | 27,541 | $180.2 萬 | 0.01% | −8,345−23.3% | 減碼 |
| State of Tennessee, Treasury Department | 26,417 | $172.8 萬 | 0.01% | −3,298−11.1% | 減碼 |
| Handelsbanken Fonder AB | 26,051 | $170.4 萬 | 0.00% | 00.0% | 不變 |
| Harbor Capital Advisors, Inc. | 23,441 | $153.4 萬 | 0.10% | −1,729−6.9% | 減碼 |
| Advisor Group Holdings, Inc. | 23,124 | $151.3 萬 | 0.00% | +15,343+197.2% | 加碼 |
| New York State Teachers Retirement System | 23,074 | $151.0 萬 | 0.00% | −10,493−31.3% | 減碼 |
| Police & Firemen's Retirement System of New Jersey | 22,274 | $145.7 萬 | 0.01% | +2,007+9.9% | 加碼 |
| Twinbeech Capital LP | 22,269 | $145.7 萬 | 0.26% | +22,269 | 新進 |
| Cerity Partners LLC | 21,669 | $141.8 萬 | 0.00% | −484−2.2% | 減碼 |
| Yousif Capital Management, LLC | 20,600 | $134.8 萬 | 0.02% | +308+1.5% | 加碼 |
| Hennion & Walsh Asset Management, Inc. | 20,525 | $134.3 萬 | 0.04% | +474+2.4% | 加碼 |
| Atria Investments LLC | 20,338 | $133.0 萬 | 0.01% | −2,006−9.0% | 減碼 |
| Arizona State Retirement System | 20,263 | $132.6 萬 | 0.01% | −79−0.4% | 減碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 20,125 | $131.7 萬 | 0.00% | −12,149−37.6% | 減碼 |
| Cetera Investment Advisers | 20,030 | $131.0 萬 | 0.00% | +7,395+58.5% | 加碼 |
| Amalgamated Bank | 20,005 | $130.9 萬 | 0.01% | −1,309−6.1% | 減碼 |
| STRS Ohio | 19,700 | $128.9 萬 | 0.00% | −2,900−12.8% | 減碼 |
| Vanguard Investments Australia, Ltd. | 19,557 | $127.9 萬 | 0.00% | 00.0% | 不變 |
| State Board of Administration of Florida Retirement System | 19,266 | $126.0 萬 | 0.00% | +256+1.3% | 加碼 |
| Resources Investment Advisors, LLC. | 19,164 | $125.4 萬 | 0.01% | +3,869+25.3% | 加碼 |
| Susquehanna Fundamental Investments, LLC | 19,006 | $124.3 萬 | 0.02% | −9,564−33.5% | 減碼 |
| Mercer Global Advisors Inc | 18,895 | $123.6 萬 | 0.00% | +697+3.8% | 加碼 |
| Susquehanna International Group, LLP | 18,626 | $121.9 萬 | 0.00% | −32,176−63.3% | 減碼 |
| Barclays PLC | 18,512 | $121.1 萬 | 0.00% | −31,073−62.7% | 減碼 |
| BNP Paribas Arbitrage, SA | 18,483 | $120.9 萬 | 0.00% | −38,100−67.3% | 減碼 |
| Teachers Retirement System of the State of Kentucky | 18,428 | $120.5 萬 | 0.01% | +250+1.4% | 加碼 |
| Neuberger Berman Group LLC | 18,349 | $120.0 萬 | 0.00% | −27,962−60.4% | 減碼 |
| JustInvest LLC | 17,746 | $116.1 萬 | 0.01% | +2,111+13.5% | 加碼 |
| IMC-Chicago, LLC | 17,693 | $115.7 萬 | 0.01% | +17,693 | 新進 |
| Campbell Newman Asset Management Inc | 17,673 | $115.6 萬 | 0.09% | +812+4.8% | 加碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 17,637 | $115.4 萬 | 0.01% | −662−3.6% | 減碼 |
| Mariner, LLC | 17,471 | $114.3 萬 | 0.00% | −8,261−32.1% | 減碼 |
| XTX Topco Ltd | 17,310 | $113.2 萬 | 0.01% | −8,062−31.8% | 減碼 |
| Oregon Public Employees Retirement Fund | 16,896 | $110.5 萬 | 0.01% | −42−0.2% | 減碼 |
| Intech Investment Management LLC | 16,596 | $108.6 萬 | 0.01% | +289+1.8% | 加碼 |
| KLP Kapitalforvaltning AS | 16,300 | $106.6 萬 | 0.00% | 00.0% | 不變 |
| Novem Group | 15,858 | $103.7 萬 | 0.11% | +15,858 | 新進 |
| Vestcor Inc | 15,494 | $101.4 萬 | 0.03% | +13,557+699.9% | 加碼 |
| Drucker Wealth 3.0, LLC | 15,168 | $99.2 萬 | 0.16% | +165+1.1% | 加碼 |
| Diversify Wealth Management, LLC | 14,462 | $98.0 萬 | 0.02% | −80,706−84.8% | 減碼 |
| Diversify Advisory Services, LLC | 14,462 | $98.0 萬 | 0.02% | +14,462 | 新進 |
| Steward Partners Investment Advisory, LLC | 14,855 | $97.2 萬 | 0.00% | +158+1.1% | 加碼 |
| Harbor Advisors LLC | 14,800 | $96.8 萬 | 0.12% | 00.0% | 不變 |
| Captrust Financial Advisors | 13,918 | $91.1 萬 | 0.00% | +337+2.5% | 加碼 |
| New Age Alpha Advisors, LLC | 13,801 | $90.3 萬 | 0.04% | −44,801−76.4% | 減碼 |
| Cornerstone Investment Partners, LLC | 13,734 | $89.8 萬 | 0.03% | +63+0.5% | 加碼 |
| O'Shaughnessy Asset Management, LLC | 13,133 | $85.9 萬 | 0.00% | −4,941−27.3% | 減碼 |
| Franklin Resources Inc | 13,025 | $85.2 萬 | 0.00% | −41−0.3% | 減碼 |
| Winton Group Ltd | 12,422 | $81.3 萬 | 0.03% | −108,615−89.7% | 減碼 |
| Marshall Financial Group LLC | 12,334 | $80.7 萬 | 0.12% | +12,334 | 新進 |
| Allstate Corp | 12,091 | $79.1 萬 | 0.01% | +12,091 | 新進 |
| Whittier Trust Co | 10,867 | $78.2 萬 | 0.01% | +10,867 | 新進 |
| State of Wyoming | 11,778 | $77.1 萬 | 0.08% | +7,412+169.8% | 加碼 |
| Merit Financial Group, LLC | 11,772 | $77.0 萬 | 0.00% | +2,389+25.5% | 加碼 |
| US Bancorp | 11,757 | $76.9 萬 | 0.00% | −725−5.8% | 減碼 |
| Pictet Asset Management Holding SA | 11,495 | $75.2 萬 | 0.00% | −723−5.9% | 減碼 |
| Quantum Private Wealth, LLC | 11,314 | $74.0 萬 | 0.19% | 00.0% | 不變 |
| Truist Financial Corp | 11,061 | $72.4 萬 | 0.00% | +1,142+11.5% | 加碼 |
| SRS Capital Advisors, Inc. | 11,046 | $72.3 萬 | 0.00% | +10,441+1,725.8% | 加碼 |
| M&T Bank Corp | 11,005 | $72.0 萬 | 0.00% | −8,833−44.5% | 減碼 |
| Curated Wealth Partners LLC | 11,008 | $72.0 萬 | 0.08% | −1,216−9.9% | 減碼 |
| Kingsview Wealth Management, LLC | 10,973 | $71.8 萬 | 0.01% | +10,973 | 新進 |