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。
2023 年第 1 季 13F 持有人
Moelis & Co 在 2023/3/31 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
- 245
- 較 2022 年第 4 季 +5 家
- 持有股數
- 6,571 萬
- 較 2022 年第 4 季 +201.8 萬 (+3.2%)
- 總市值
- $25.3 億
- 較 2022 年第 4 季 +$8,341 萬 (+3.4%)
- 新進機構
- 26
- 另有 98 家加碼
- 清倉機構
- 21
- 另有 83 家減碼
另有 1 家機構在 2022 年第 4 季持有、還沒有申報 2023 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 |
2023 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 2022 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Glassman Wealth Services | 6 | $231 | 0.00% | 00.0% | 不變 |
| SJS Investment Consulting Inc. | 8 | $308 | 0.00% | −4−33.3% | 減碼 |
| Disciplined Investments, LLC | 10 | $384 | 0.00% | +1+11.1% | 加碼 |
| Allworth Financial LP | 10 | $385 | 0.00% | −5−33.3% | 減碼 |
| Gradient Investments LLC | 12 | $461 | 0.00% | 00.0% | 不變 |
| AdvisorNet Financial, Inc | 12 | $461 | 0.00% | +5+71.4% | 加碼 |
| Versant Capital Management, Inc | 15 | $577 | 0.00% | 00.0% | 不變 |
| Horan Securities, Inc. | 25 | $961 | 0.00% | 00.0% | 不變 |
| Schubert & Co | 25 | $961 | 0.00% | +2+8.7% | 加碼 |
| Steward Financial Group LLC | 35 | $1,000 | 0.00% | +22+169.2% | 加碼 |
| Washington Trust Co | 27 | $1,038 | 0.00% | −2−6.9% | 減碼 |
| Baker Avenue Asset Management, LP | 27 | $1,038 | 0.00% | 00.0% | 不變 |
| Plante Moran Financial Advisors, LLC | 28 | $1,076 | 0.00% | 00.0% | 不變 |
| Westside Investment Management, Inc. | 29 | $1,115 | 0.00% | 00.0% | 不變 |
| JFS Wealth Advisors, LLC | 37 | $1,423 | 0.00% | +5+15.6% | 加碼 |
| Ellevest, Inc. | 40 | $1,538 | 0.00% | +17+73.9% | 加碼 |
| Sound Income Strategies, LLC | 44 | $1,691 | 0.00% | 00.0% | 不變 |
| Huntington National Bank | 45 | $1,730 | 0.00% | +32+246.2% | 加碼 |
| BerganKDV Wealth Management, LLC | 56 | $2,153 | 0.00% | 00.0% | 不變 |
| Rise Advisors, LLC | 56 | $2,171 | 0.00% | 00.0% | 不變 |
| Hexagon Capital Partners LLC | 64 | $2,460 | 0.00% | −48−42.9% | 減碼 |
| Bell Investment Advisors, Inc | 85 | $3,268 | 0.00% | −104−55.0% | 減碼 |
| Cape Investment Advisory, Inc. | 110 | $4,228 | 0.00% | +110 | 新進 |
| Spire Wealth Management | 114 | $4,382 | 0.00% | +35+44.3% | 加碼 |
| Global Retirement Partners, LLC | 144 | $5,191 | 0.00% | +11+8.3% | 加碼 |
| Farther Finance Advisors, LLC | 136 | $5,228 | 0.00% | 00.0% | 不變 |
| Proequities, Inc. | 138 | $5,304 | 0.00% | 00.0% | 不變 |
| TCI Wealth Advisors, Inc. | 139 | $5,344 | 0.00% | 00.0% | 不變 |
| Fifth Third Bancorp | 146 | $5,612 | 0.00% | +146 | 新進 |
| Hazlett, Burt & Watson, Inc. | 166 | $6,000 | 0.00% | +166 | 新進 |
| GWM Advisors LLC | 198 | $7,611 | 0.00% | −75−27.5% | 減碼 |
| Colonial Trust Co | 224 | $8,611 | 0.00% | 00.0% | 不變 |
| IFP Advisors, Inc | 182 | $1.09 萬 | 0.00% | +1+0.6% | 加碼 |
| Lindbrook Capital, LLC | 291 | $1.12 萬 | 0.00% | −32−9.9% | 減碼 |
| Arlington Partners LLC | 308 | $1.18 萬 | 0.00% | +308 | 新進 |
| Quadrant Capital Group LLC | 360 | $1.38 萬 | 0.00% | −409−53.2% | 減碼 |
| Cullen/Frost Bankers, Inc. | 362 | $1.39 萬 | 0.00% | +362 | 新進 |
| Whittier Trust Co | 374 | $1.44 萬 | 0.00% | 00.0% | 不變 |
| Nomura Asset Management Co Ltd | 380 | $1.46 萬 | 0.00% | 00.0% | 不變 |
| National Bank of Canada | 455 | $1.75 萬 | 0.00% | −27−5.6% | 減碼 |
| Private Trust Co NA | 614 | $2.36 萬 | 0.00% | 00.0% | 不變 |
| State of Wyoming | 714 | $2.74 萬 | 0.01% | +714 | 新進 |
| City State Bank | 750 | $2.90 萬 | 0.02% | 00.0% | 不變 |
| Assetmark, Inc | 772 | $2.97 萬 | 0.00% | +178+30.0% | 加碼 |
| Eagle Bay Advisors LLC | 783 | $3.01 萬 | 0.02% | 00.0% | 不變 |
| EverSource Wealth Advisors, LLC | 816 | $3.14 萬 | 0.00% | −228−21.8% | 減碼 |
| Simplex Trading, LLC | 838 | $3.20 萬 | 0.00% | +838 | 新進 |
| CWM, LLC | 866 | $3.30 萬 | 0.00% | −26,655−96.9% | 減碼 |
| Umb Bank N A | 875 | $3.36 萬 | 0.00% | 00.0% | 不變 |
| HM Payson & Co | 931 | $3.58 萬 | 0.00% | +931 | 新進 |
| First Horizon Advisors, Inc. | 1,099 | $4.22 萬 | 0.00% | 00.0% | 不變 |
| Tradition Wealth Management, LLC | 1,213 | $4.70 萬 | 0.01% | +19+1.6% | 加碼 |
| Tower Research Capital LLC (TRC) | 1,378 | $5.30 萬 | 0.00% | +1,091+380.1% | 加碼 |
| Bessemer Group Inc | 1,379 | $5.30 萬 | 0.00% | +1,379 | 新進 |
| Signaturefd, LLC | 1,383 | $5.32 萬 | 0.00% | −371−21.2% | 減碼 |
| Belpointe Asset Management LLC | 1,727 | $6.64 萬 | 0.00% | −73−4.1% | 減碼 |
| Allspring Global Investments Holdings, LLC | 1,907 | $7.33 萬 | 0.00% | −231−10.8% | 減碼 |
| Covestor Ltd | 2,118 | $8.10 萬 | 0.07% | −333−13.6% | 減碼 |
| Citigroup Inc | 2,761 | $10.6 萬 | 0.00% | −1,553−36.0% | 減碼 |
| Metropolitan Life Insurance Co | 3,382 | $13.0 萬 | 0.01% | −511−13.1% | 減碼 |
| Ameritas Investment Partners, Inc. | 5,101 | $19.6 萬 | 0.01% | 00.0% | 不變 |
| Shell Asset Management Co | 5,125 | $19.7 萬 | 0.01% | −18−0.3% | 減碼 |
| Truist Financial Corp | 5,221 | $20.1 萬 | 0.00% | +5,221 | 新進 |
| O'Rourke & Company, Inc | 5,248 | $20.2 萬 | 0.15% | −190−3.5% | 減碼 |
| Winton Group Ltd | 5,265 | $20.2 萬 | 0.01% | +5,265 | 新進 |
| Kolinsky Wealth Management, LLC | 5,625 | $21.6 萬 | 0.23% | +15+0.3% | 加碼 |
| Capital Investment Advisory Services, LLC | 5,761 | $22.1 萬 | 0.03% | +6+0.1% | 加碼 |
| JustInvest LLC | 5,929 | $22.8 萬 | 0.01% | −861−12.7% | 減碼 |
| Riverview Capital Advisers, LLC | 5,980 | $23.0 萬 | 0.10% | 00.0% | 不變 |
| Prudential Financial Inc | 6,199 | $23.8 萬 | 0.00% | +332+5.7% | 加碼 |
| Parallel Advisors, LLC | 6,205 | $23.9 萬 | 0.01% | −918−12.9% | 減碼 |
| Peak Financial Advisors LLC | 6,366 | $24.5 萬 | 0.21% | −26−0.4% | 減碼 |
| D.A. Davidson & Co. | 6,666 | $24.8 萬 | 0.00% | 00.0% | 不變 |
| Mitsubishi UFJ Trust & Banking Corp | 6,564 | $25.2 萬 | 0.00% | +489+8.0% | 加碼 |
| Pictet Asset Management SA | 6,893 | $26.5 萬 | 0.00% | −1,140−14.2% | 減碼 |
| MML Investors Services, LLC | 7,003 | $26.9 萬 | 0.00% | −208−2.9% | 減碼 |
| Teacher Retirement System of Texas | 7,114 | $27.3 萬 | 0.00% | −2,201−23.6% | 減碼 |
| ProShare Advisors LLC | 7,503 | $28.8 萬 | 0.00% | −700−8.5% | 減碼 |
| DGS Capital Management, LLC | 7,557 | $29.0 萬 | 0.16% | −592−7.3% | 減碼 |
| Public Employees Retirement Association of Colorado | 7,648 | $29.4 萬 | 0.00% | 00.0% | 不變 |
| Mariner, LLC | 7,846 | $30.2 萬 | 0.00% | +1,887+31.7% | 加碼 |
| Capital Impact Advisors, LLC | 7,872 | $30.3 萬 | 0.37% | 00.0% | 不變 |
| Amalgamated Bank | 7,888 | $30.3 萬 | 0.00% | −1,393−15.0% | 減碼 |
| Panagora Asset Management Inc | 7,903 | $30.4 萬 | 0.00% | −6,017−43.2% | 減碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 8,211 | $31.6 萬 | 0.00% | +801+10.8% | 加碼 |
| Drive Wealth Management, LLC | 8,269 | $31.8 萬 | 0.13% | −982−10.6% | 減碼 |
| Captrust Financial Advisors | 8,451 | $32.5 萬 | 0.00% | −2,224−20.8% | 減碼 |
| Bayesian Capital Management, LP | 9,019 | $34.7 萬 | 0.04% | +9,019 | 新進 |
| Juncture Wealth Strategies, LLC | 9,400 | $36.1 萬 | 0.18% | +3,100+49.2% | 加碼 |
| Legato Capital Management LLC | 9,470 | $36.4 萬 | 0.07% | −5,277−35.8% | 減碼 |
| Pitcairn Co | 9,491 | $36.5 萬 | 0.03% | −17−0.2% | 減碼 |
| Wesbanco Bank Inc | 9,796 | $37.7 萬 | 0.02% | −1,132−10.4% | 減碼 |
| Curated Wealth Partners LLC | 9,820 | $37.7 萬 | 0.08% | 00.0% | 不變 |
| Mercer Global Advisors Inc | 9,920 | $38.1 萬 | 0.00% | −3,134−24.0% | 減碼 |
| Steward Partners Investment Advisory, LLC | 10,041 | $38.6 萬 | 0.01% | +1,408+16.3% | 加碼 |
| Sigma Planning Corp | 10,045 | $38.6 萬 | 0.01% | −106−1.0% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 11,038 | $42.4 萬 | 0.01% | +429+4.0% | 加碼 |
| Qube Research & Technologies Ltd | 11,219 | $43.1 萬 | 0.00% | +11,219 | 新進 |
| State of Wisconsin Investment Board | 11,357 | $43.7 萬 | 0.00% | −17,931−61.2% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 11,677 | $44.9 萬 | 0.00% | −139−1.2% | 減碼 |