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。
2022 年第 3 季 13F 持有人
Moelis & Co 在 2022/9/30 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
- 246
- 較 2022 年第 2 季 −11 家
- 持有股數
- 6,261 萬
- 較 2022 年第 2 季 +106.0 萬 (+1.7%)
- 總市值
- $21.2 億
- 較 2022 年第 2 季 −$3.08 億 (−12.7%)
- 新進機構
- 21
- 另有 128 家加碼
- 清倉機構
- 32
- 另有 70 家減碼
另有 3 家機構在 2022 年第 2 季持有、還沒有申報 2022 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 |
2022 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 2022 年第 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Westside Investment Management, Inc. | 29 | $0 | 0.00% | 00.0% | 不變 |
| Glassman Wealth Services | 6 | $0 | 0.00% | +3+100.0% | 加碼 |
| BDO Wealth Advisors, LLC | 9 | $0 | 0.00% | 00.0% | 不變 |
| Disciplined Investments, LLC | 6 | $0 | 0.00% | −1−14.3% | 減碼 |
| SJS Investment Consulting Inc. | 16 | $0 | 0.00% | +16 | 新進 |
| Bartlett & Co. LLC | 44 | $1,000 | 0.00% | −193−81.4% | 減碼 |
| Sound Income Strategies, LLC | 44 | $1,000 | 0.00% | 00.0% | 不變 |
| Washington Trust Co | 28 | $1,000 | 0.00% | −1−3.4% | 減碼 |
| Plante Moran Financial Advisors, LLC | 28 | $1,000 | 0.00% | 00.0% | 不變 |
| JFS Wealth Advisors, LLC | 36 | $1,000 | 0.00% | +22+157.1% | 加碼 |
| Schubert & Co | 24 | $1,000 | 0.00% | +3+14.3% | 加碼 |
| Allworth Financial LP | 33 | $1,000 | 0.00% | +22+200.0% | 加碼 |
| Fifth Third Bancorp | 39 | $1,000 | 0.00% | +39 | 新進 |
| Bartlett & Co. Wealth Management LLC | 44 | $1,488 | 0.00% | −193−81.4% | 減碼 |
| BerganKDV Wealth Management, LLC | 56 | $2,000 | 0.00% | 00.0% | 不變 |
| Rise Advisors, LLC | 55 | $2,000 | 0.00% | +1+1.9% | 加碼 |
| Global Retirement Partners, LLC | 50 | $2,000 | 0.00% | +50 | 新進 |
| Hexagon Capital Partners LLC | 52 | $2,000 | 0.00% | +52 | 新進 |
| Quadrant Capital Group LLC | 109 | $4,000 | 0.00% | −123−53.0% | 減碼 |
| Howe & Rusling Inc | 130 | $4,000 | 0.00% | −40−23.5% | 減碼 |
| Timber Creek Capital Management LLC | 140 | $4,000 | 0.00% | 00.0% | 不變 |
| Bell Investment Advisors, Inc | 129 | $4,000 | 0.00% | +14+12.2% | 加碼 |
| Proequities, Inc. | 132 | $4,000 | 0.00% | +32+32.0% | 加碼 |
| Lindbrook Capital, LLC | 230 | $8,000 | 0.00% | +54+30.7% | 加碼 |
| Parallel Advisors, LLC | 229 | $8,000 | 0.00% | +137+148.9% | 加碼 |
| TCI Wealth Advisors, Inc. | 270 | $9,000 | 0.00% | +270 | 新進 |
| Nomura Asset Management Co Ltd | 380 | $1.28 萬 | 0.00% | 00.0% | 不變 |
| IFP Advisors, Inc | 201 | $1.30 萬 | 0.00% | +1+0.5% | 加碼 |
| Whittier Trust Co | 374 | $1.30 萬 | 0.00% | +374 | 新進 |
| National Bank of Canada | 482 | $1.60 萬 | 0.00% | +38+8.6% | 加碼 |
| Assetmark, Inc | 482 | $1.60 萬 | 0.00% | +480+24,000.0% | 加碼 |
| Mitsubishi UFJ Trust & Banking Corp | 583 | $2.00 萬 | 0.00% | +583 | 新進 |
| Private Trust Co NA | 627 | $2.10 萬 | 0.00% | +10+1.6% | 加碼 |
| Amundi | 646 | $2.20 萬 | 0.00% | −200−23.6% | 減碼 |
| City State Bank | 750 | $2.50 萬 | 0.02% | −450−37.5% | 減碼 |
| Eagle Bay Advisors LLC | 783 | $2.60 萬 | 0.02% | +221+39.3% | 加碼 |
| Castle Wealth Management LLC | 759 | $2.60 萬 | 0.02% | +246+48.0% | 加碼 |
| American Portfolios Advisors | 800 | $2.70 萬 | 0.00% | +300+60.0% | 加碼 |
| Wipfli Financial Advisors LLC, | 851 | $2.90 萬 | 0.00% | +851 | 新進 |
| Umb Bank N A | 894 | $3.00 萬 | 0.00% | −599−40.1% | 減碼 |
| HM Payson & Co | 931 | $3.10 萬 | 0.00% | 00.0% | 不變 |
| First Horizon Advisors, Inc. | 1,049 | $3.50 萬 | 0.00% | 00.0% | 不變 |
| Exchange Traded Concepts, LLC | 1,090 | $3.70 萬 | 0.00% | +285+35.4% | 加碼 |
| Wolff Wiese Magana LLC | 1,157 | $3.90 萬 | 0.03% | +348+43.0% | 加碼 |
| Tradition Wealth Management, LLC | 1,194 | $4.00 萬 | 0.01% | +1,194 | 新進 |
| FourThought Financial, LLC | 1,251 | $4.20 萬 | 0.01% | +534+74.5% | 加碼 |
| Signaturefd, LLC | 1,265 | $4.30 萬 | 0.00% | +918+264.6% | 加碼 |
| Evoke Wealth, LLC | 1,650 | $5.60 萬 | 0.00% | 00.0% | 不變 |
| Allspring Global Investments Holdings, LLC | 2,185 | $7.30 萬 | 0.00% | −315−12.6% | 減碼 |
| EverSource Wealth Advisors, LLC | 2,209 | $7.50 萬 | 0.02% | −106−4.6% | 減碼 |
| Neo Ivy Capital Management | 2,836 | $9.60 萬 | 0.25% | +2,836 | 新進 |
| Covestor Ltd | 3,349 | $11.3 萬 | 0.10% | +1,216+57.0% | 加碼 |
| Metropolitan Life Insurance Co | 3,893 | $13.2 萬 | 0.01% | 00.0% | 不變 |
| Walleye Trading LLC | 3,901 | $13.2 萬 | 0.00% | +3,901 | 新進 |
| Ameritas Investment Partners, Inc. | 4,797 | $16.2 萬 | 0.01% | 00.0% | 不變 |
| Citigroup Inc | 4,908 | $16.6 萬 | 0.00% | −2,431−33.1% | 減碼 |
| Rockefeller Capital Management L.P. | 5,016 | $16.9 萬 | 0.00% | +316+6.7% | 加碼 |
| Tower Research Capital LLC (TRC) | 5,717 | $19.3 萬 | 0.00% | +3,539+162.5% | 加碼 |
| Meeder Asset Management Inc | 5,804 | $19.6 萬 | 0.01% | −14−0.2% | 減碼 |
| Riverview Capital Advisers, LLC | 5,980 | $20.2 萬 | 0.13% | 00.0% | 不變 |
| Two Sigma Advisers, LP | 6,000 | $20.3 萬 | 0.00% | −2,800−31.8% | 減碼 |
| Shell Asset Management Co | 6,236 | $21.1 萬 | 0.01% | −1,646−20.9% | 減碼 |
| Capital Investment Advisory Services, LLC | 6,249 | $21.1 萬 | 0.03% | −94−1.5% | 減碼 |
| Heritage Wealth Management, LLC | 6,393 | $21.6 萬 | 0.07% | +577+9.9% | 加碼 |
| CX Institutional | 6,409 | $21.7 萬 | 0.02% | +2,258+54.4% | 加碼 |
| D.A. Davidson & Co. | 6,666 | $22.5 萬 | 0.00% | +403+6.4% | 加碼 |
| JustInvest LLC | 6,645 | $22.5 萬 | 0.01% | +780+13.3% | 加碼 |
| MML Investors Services, LLC | 6,875 | $23.2 萬 | 0.00% | +172+2.6% | 加碼 |
| Peak Financial Advisors LLC | 6,911 | $23.4 萬 | 0.29% | −1,246−15.3% | 減碼 |
| Steward Partners Investment Advisory, LLC | 6,943 | $23.5 萬 | 0.00% | +886+14.6% | 加碼 |
| ProShare Advisors LLC | 7,028 | $23.7 萬 | 0.00% | −217−3.0% | 減碼 |
| Raymond James Financial Services Advisors, Inc. | 7,012 | $23.7 萬 | 0.00% | +7,012 | 新進 |
| BTC Capital Management, Inc. | 6,890 | $23.8 萬 | 0.03% | +492+7.7% | 加碼 |
| United Capital Financial Advisers, LLC | 7,034 | $23.8 萬 | 0.00% | +7,034 | 新進 |
| DGS Capital Management, LLC | 7,103 | $24.0 萬 | 0.16% | +1,917+37.0% | 加碼 |
| Pitcairn Co | 7,270 | $24.6 萬 | 0.03% | +127+1.8% | 加碼 |
| Psagot Value Holdings Ltd. / (Israel) | 7,380 | $25.0 萬 | 0.07% | −620−7.8% | 減碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 7,410 | $25.1 萬 | 0.00% | 00.0% | 不變 |
| Public Employees Retirement Association of Colorado | 7,648 | $25.9 萬 | 0.00% | 00.0% | 不變 |
| FORA Capital, LLC | 7,826 | $26.5 萬 | 0.05% | +7,826 | 新進 |
| Verition Fund Management LLC | 7,913 | $26.8 萬 | 0.00% | −104,837−93.0% | 減碼 |
| Great West Life Assurance Co | 8,805 | $29.7 萬 | 0.00% | +1,128+14.7% | 加碼 |
| Amalgamated Bank | 9,215 | $31.2 萬 | 0.00% | +36+0.4% | 加碼 |
| Teacher Retirement System of Texas | 9,300 | $31.4 萬 | 0.00% | −678−6.8% | 減碼 |
| Sigma Planning Corp | 9,572 | $32.4 萬 | 0.01% | −1,330−12.2% | 減碼 |
| Curated Wealth Partners LLC | 9,931 | $33.6 萬 | 0.10% | +3,133+46.1% | 加碼 |
| Martingale Asset Management L P | 10,124 | $34.3 萬 | 0.01% | −40.0% | 減碼 |
| Jane Street Group, LLC | 10,367 | $35.1 萬 | 0.00% | +1,915+22.7% | 加碼 |
| Captrust Financial Advisors | 10,650 | $36.0 萬 | 0.00% | +1,600+17.7% | 加碼 |
| New York Life Investment Management LLC | 10,721 | $36.2 萬 | 0.00% | +788+7.9% | 加碼 |
| Los Angeles Capital Management LLC | 10,777 | $36.4 萬 | 0.00% | −35,286−76.6% | 減碼 |
| SG Americas Securities, LLC | 10,941 | $37.0 萬 | 0.01% | −1,910−14.9% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 11,032 | $37.3 萬 | 0.01% | +2,826+34.4% | 加碼 |
| WBI Investments | 11,369 | $38.4 萬 | 0.11% | +1,000+9.6% | 加碼 |
| AMG National Trust Bank | 11,430 | $38.6 萬 | 0.01% | +11+0.1% | 加碼 |
| Capital Impact Advisors, LLC | 9,100 | $39.3 萬 | 0.39% | +1,576+20.9% | 加碼 |
| Handelsbanken Fonder AB | 11,751 | $39.7 萬 | 0.00% | 00.0% | 不變 |
| Duality Advisers, LP | 11,781 | $39.8 萬 | 0.04% | −24,706−67.7% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 11,784 | $39.8 萬 | 0.00% | +5,417+85.1% | 加碼 |
| KB Financial Partners, LLC | 11,797 | $39.9 萬 | 0.14% | +1,985+20.2% | 加碼 |