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 3 季 13F 持有人
Moelis & Co 在 2023/9/30 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
- 268
- 較 2023 年第 2 季 +12 家
- 持有股數
- 7,314 萬
- 較 2023 年第 2 季 −250.2 萬 (−3.3%)
- 總市值
- $33.0 億
- 較 2023 年第 2 季 −$1.15 億 (−3.4%)
- 新進機構
- 33
- 另有 91 家加碼
- 清倉機構
- 21
- 另有 109 家減碼
另有 3 家機構在 2023 年第 2 季持有、還沒有申報 2023 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 |
2023 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 2023 年第 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Massmutual Trust Co FSB | 4 | $181 | 0.00% | 00.0% | 不變 |
| Coppell Advisory Solutions LLC | 5 | $192 | 0.00% | +5 | 新進 |
| Glassman Wealth Services | 6 | $271 | 0.00% | 00.0% | 不變 |
| Tfo-TDC, LLC | 7 | $317 | 0.00% | +7 | 新進 |
| Northwestern Mutual Wealth Management Co | 10 | $451 | 0.00% | −4−28.6% | 減碼 |
| SJS Investment Consulting Inc. | 12 | $542 | 0.00% | +3+33.3% | 加碼 |
| Quadrant Capital Group LLC | 14 | $632 | 0.00% | +3+27.3% | 加碼 |
| ORG Partners LLC | 14 | $671 | 0.00% | −1−6.7% | 減碼 |
| EverSource Wealth Advisors, LLC | 15 | $677 | 0.00% | −4−21.1% | 減碼 |
| Steward Financial Group LLC | 37 | $1,000 | 0.00% | +37 | 新進 |
| Washington Trust Co | 26 | $1,173 | 0.00% | −1−3.7% | 減碼 |
| Baker Avenue Asset Management, LP | 27 | $1,219 | 0.00% | 00.0% | 不變 |
| Westside Investment Management, Inc. | 29 | $1,309 | 0.00% | 00.0% | 不變 |
| Allworth Financial LP | 31 | $1,400 | 0.00% | 00.0% | 不變 |
| Parkside Financial Bank & Trust | 37 | $1,670 | 0.00% | −6−14.0% | 減碼 |
| JFS Wealth Advisors, LLC | 38 | $1,715 | 0.00% | +9+31.0% | 加碼 |
| Huntington National Bank | 44 | $1,986 | 0.00% | −50−53.2% | 減碼 |
| Sound Income Strategies, LLC | 44 | $1,986 | 0.00% | 00.0% | 不變 |
| Farmers & Merchants Investments Inc | 45 | $2,031 | 0.00% | +45 | 新進 |
| Bell Investment Advisors, Inc | 59 | $2,663 | 0.00% | −14−19.2% | 減碼 |
| Bessemer Group Inc | 57 | $3,000 | 0.00% | −1,752−96.8% | 減碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 72 | $3,249 | 0.00% | +72 | 新進 |
| Fifth Third Bancorp | 117 | $5,280 | 0.00% | +92+368.0% | 加碼 |
| Farther Finance Advisors, LLC | 130 | $5,867 | 0.00% | 00.0% | 不變 |
| Proequities, Inc. | 135 | $6,092 | 0.00% | 00.0% | 不變 |
| GoalVest Advisory LLC | 152 | $6,860 | 0.00% | +24+18.8% | 加碼 |
| Versant Capital Management, Inc | 154 | $6,950 | 0.00% | +154 | 新進 |
| IFP Advisors, Inc | 185 | $8,355 | 0.00% | +1+0.5% | 加碼 |
| GWM Advisors LLC | 198 | $8,936 | 0.00% | 00.0% | 不變 |
| Colonial Trust Co | 224 | $1.01 萬 | 0.00% | 00.0% | 不變 |
| Hexagon Capital Partners LLC | 226 | $1.02 萬 | 0.00% | +135+148.4% | 加碼 |
| Headlands Technologies LLC | 262 | $1.18 萬 | 0.01% | +262 | 新進 |
| Global Retirement Partners, LLC | 274 | $1.20 萬 | 0.00% | +65+31.1% | 加碼 |
| Lindbrook Capital, LLC | 280 | $1.26 萬 | 0.00% | −17−5.7% | 減碼 |
| Arlington Partners LLC | 308 | $1.39 萬 | 0.01% | 00.0% | 不變 |
| Arlington Trust Co LLC | 308 | $1.39 萬 | 0.01% | +308 | 新進 |
| Nomura Asset Management Co Ltd | 380 | $1.71 萬 | 0.00% | 00.0% | 不變 |
| CWM, LLC | 392 | $1.80 萬 | 0.00% | −314−44.5% | 減碼 |
| City State Bank | 550 | $2.50 萬 | 0.01% | −200−26.7% | 減碼 |
| Private Trust Co NA | 620 | $2.80 萬 | 0.00% | 00.0% | 不變 |
| Eagle Bay Advisors LLC | 770 | $3.48 萬 | 0.02% | −13−1.7% | 減碼 |
| Umb Bank N A | 875 | $3.95 萬 | 0.00% | 00.0% | 不變 |
| HM Payson & Co | 931 | $4.20 萬 | 0.00% | 00.0% | 不變 |
| First Horizon Advisors, Inc. | 1,099 | $4.96 萬 | 0.00% | 00.0% | 不變 |
| Signaturefd, LLC | 1,221 | $5.51 萬 | 0.00% | −17−1.4% | 減碼 |
| Assetmark, Inc | 1,229 | $5.55 萬 | 0.00% | +184+17.6% | 加碼 |
| Tradition Wealth Management, LLC | 1,246 | $5.60 萬 | 0.01% | +16+1.3% | 加碼 |
| KBC Group NV | 1,663 | $7.50 萬 | 0.00% | −3,136−65.3% | 減碼 |
| Parallel Advisors, LLC | 1,757 | $7.93 萬 | 0.00% | −325−15.6% | 減碼 |
| Covestor Ltd | 1,912 | $8.60 萬 | 0.06% | −407−17.6% | 減碼 |
| Neo Ivy Capital Management | 2,204 | $9.90 萬 | 0.04% | +2,204 | 新進 |
| Allspring Global Investments Holdings, LLC | 2,951 | $13.3 萬 | 0.00% | −1,270−30.1% | 減碼 |
| STRS Ohio | 3,600 | $16.2 萬 | 0.00% | +800+28.6% | 加碼 |
| Metropolitan Life Insurance Co | 3,848 | $17.4 萬 | 0.01% | +193+5.3% | 加碼 |
| Quantbot Technologies LP | 3,849 | $17.4 萬 | 0.01% | +3,849 | 新進 |
| United Capital Financial Advisers, LLC | 4,512 | $20.4 萬 | 0.00% | −10.0% | 減碼 |
| National Asset Management, Inc. | 4,513 | $20.4 萬 | 0.01% | +4,513 | 新進 |
| Raymond James Trust N.A. | 4,519 | $20.4 萬 | 0.01% | −858−16.0% | 減碼 |
| FDx Advisors, Inc. | 4,559 | $20.6 萬 | 0.02% | +4,559 | 新進 |
| Snowden Capital Advisors LLC | 4,683 | $21.1 萬 | 0.01% | −88−1.8% | 減碼 |
| Integrated Wealth Concepts LLC | 4,688 | $21.2 萬 | 0.00% | −10.0% | 減碼 |
| Envestnet Portfolio Solutions, Inc. | 4,696 | $21.2 萬 | 0.00% | +4,696 | 新進 |
| Advisors Asset Management, Inc. | 4,759 | $21.5 萬 | 0.00% | −5,476−53.5% | 減碼 |
| M&T Bank Corp | 4,899 | $22.1 萬 | 0.00% | −474−8.8% | 減碼 |
| JustInvest LLC | 4,946 | $22.3 萬 | 0.01% | +4,946 | 新進 |
| Wilbanks Smith & Thomas Asset Management LLC | 4,970 | $22.4 萬 | 0.01% | 00.0% | 不變 |
| Shell Asset Management Co | 5,017 | $22.6 萬 | 0.01% | −79−1.6% | 減碼 |
| Teacher Retirement System of Texas | 5,149 | $23.2 萬 | 0.00% | +311+6.4% | 加碼 |
| Drive Wealth Management, LLC | 5,397 | $24.4 萬 | 0.09% | −1,849−25.5% | 減碼 |
| O'Rourke & Company, Inc | 5,423 | $24.5 萬 | 0.18% | −198−3.5% | 減碼 |
| XTX Topco Ltd | 5,532 | $25.0 萬 | 0.04% | +5,532 | 新進 |
| Nisa Investment Advisors, LLC | 5,593 | $25.2 萬 | 0.00% | −5,100−47.7% | 減碼 |
| D. E. Shaw & Co., Inc. | 5,724 | $25.8 萬 | 0.00% | +5,724 | 新進 |
| Arden Trust Co | 5,854 | $26.4 萬 | 0.04% | +428+7.9% | 加碼 |
| Truist Financial Corp | 5,857 | $26.4 萬 | 0.00% | +446+8.2% | 加碼 |
| Raymond James Financial Services Advisors, Inc. | 5,928 | $26.8 萬 | 0.00% | +1,035+21.2% | 加碼 |
| Riverview Capital Advisers, LLC | 5,980 | $27.0 萬 | 0.12% | 00.0% | 不變 |
| Capital Investment Advisory Services, LLC | 6,023 | $27.2 萬 | 0.03% | +256+4.4% | 加碼 |
| Kolinsky Wealth Management, LLC | 6,084 | $27.5 萬 | 0.27% | +65+1.1% | 加碼 |
| Creative Planning | 6,231 | $28.1 萬 | 0.00% | −540−8.0% | 減碼 |
| Ameritas Investment Partners, Inc. | 6,642 | $30.0 萬 | 0.01% | +1,121+20.3% | 加碼 |
| D.A. Davidson & Co. | 6,666 | $30.1 萬 | 0.00% | 00.0% | 不變 |
| MML Investors Services, LLC | 6,818 | $30.8 萬 | 0.00% | −646−8.7% | 減碼 |
| Allianz Asset Management GmbH | 6,852 | $30.9 萬 | 0.00% | +817+13.5% | 加碼 |
| Tower Research Capital LLC (TRC) | 6,852 | $30.9 萬 | 0.01% | +3,503+104.6% | 加碼 |
| Vestcor Inc | 7,262 | $32.8 萬 | 0.01% | −18,412−71.7% | 減碼 |
| Mariner, LLC | 7,526 | $34.0 萬 | 0.00% | +304+4.2% | 加碼 |
| Advisor Partners II, LLC | 7,557 | $34.1 萬 | 0.01% | +637+9.2% | 加碼 |
| Pictet Asset Management Holding SA | 7,624 | $34.4 萬 | 0.00% | +7,624 | 新進 |
| Public Employees Retirement Association of Colorado | 7,648 | $34.5 萬 | 0.00% | 00.0% | 不變 |
| Peak Financial Advisors LLC | 7,650 | $34.5 萬 | 0.37% | +1,162+17.9% | 加碼 |
| Everence Capital Management Inc | 7,690 | $34.7 萬 | 0.03% | +7,690 | 新進 |
| Bank of Montreal | 7,451 | $36.2 萬 | 0.00% | −79−1.0% | 減碼 |
| Mercer Global Advisors Inc | 8,525 | $38.5 萬 | 0.00% | −859−9.2% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 8,720 | $39.4 萬 | 0.01% | +144+1.7% | 加碼 |
| US Bancorp | 9,042 | $40.8 萬 | 0.00% | −474−5.0% | 減碼 |
| Pitcairn Co | 9,228 | $41.6 萬 | 0.03% | +169+1.9% | 加碼 |
| PEAK6 Investments LLC | 9,412 | $42.5 萬 | 0.02% | −1,970−17.3% | 減碼 |
| Steward Partners Investment Advisory, LLC | 9,607 | $43.4 萬 | 0.01% | +458+5.0% | 加碼 |
| Curated Wealth Partners LLC | 9,820 | $44.3 萬 | 0.08% | 00.0% | 不變 |