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 4 季 13F 持有人
Moelis & Co 在 2023/12/31 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
- 280
- 較 2023 年第 3 季 +17 家
- 持有股數
- 7,240 萬
- 較 2023 年第 3 季 −43.2 萬 (−0.6%)
- 總市值
- $40.6 億
- 較 2023 年第 3 季 +$7.76 億 (+23.6%)
- 新進機構
- 52
- 另有 84 家加碼
- 清倉機構
- 35
- 另有 107 家減碼
另有 5 家機構在 2023 年第 3 季持有、還沒有申報 2023 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Glassman Wealth Services | 3 | $168 | 0.00% | −3−50.0% | 減碼 |
| Tfo-TDC, LLC | 7 | $393 | 0.00% | 00.0% | 不變 |
| Abound Wealth Management | 8 | $450 | 0.00% | +8 | 新進 |
| Massmutual Trust Co FSB | 10 | $561 | 0.00% | +6+150.0% | 加碼 |
| Parkside Financial Bank & Trust | 10 | $562 | 0.00% | −27−73.0% | 減碼 |
| SJS Investment Consulting Inc. | 10 | $562 | 0.00% | −2−16.7% | 減碼 |
| Bokf, NA | 14 | $785 | 0.00% | +14 | 新進 |
| AdvisorNet Financial, Inc | 14 | $786 | 0.00% | +14 | 新進 |
| JFS Wealth Advisors, LLC | 29 | $1,628 | 0.00% | −9−23.7% | 減碼 |
| Westside Investment Management, Inc. | 29 | $1,628 | 0.00% | 00.0% | 不變 |
| Allworth Financial LP | 31 | $1,741 | 0.00% | 00.0% | 不變 |
| Huntington National Bank | 44 | $2,470 | 0.00% | 00.0% | 不變 |
| Sound Income Strategies, LLC | 44 | $2,470 | 0.00% | 00.0% | 不變 |
| Farmers & Merchants Investments Inc | 45 | $2,526 | 0.00% | 00.0% | 不變 |
| Versant Capital Management, Inc | 51 | $2,863 | 0.00% | −103−66.9% | 減碼 |
| Quadrant Capital Group LLC | 51 | $2,863 | 0.00% | +37+264.3% | 加碼 |
| Bessemer Group Inc | 55 | $3,000 | 0.00% | −2−3.5% | 減碼 |
| NBT Bank N A | 56 | $3,140 | 0.00% | +56 | 新進 |
| Bell Investment Advisors, Inc | 59 | $3,312 | 0.00% | 00.0% | 不變 |
| EverSource Wealth Advisors, LLC | 59 | $3,312 | 0.00% | +44+293.3% | 加碼 |
| Private Wealth Management Group, LLC | 65 | $3,649 | 0.00% | +65 | 新進 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 72 | $3,920 | 0.00% | 00.0% | 不變 |
| Turtle Creek Wealth Advisors, LLC | 77 | $4,322 | 0.00% | +77 | 新進 |
| Ronald Blue Trust, Inc. | 129 | $6,000 | 0.00% | +129 | 新進 |
| Proequities, Inc. | 135 | $7,577 | 0.00% | 00.0% | 不變 |
| Benjamin F. Edwards & Company, Inc. | 137 | $8,000 | 0.00% | +137 | 新進 |
| IFP Advisors, Inc | 158 | $8,875 | 0.00% | −27−14.6% | 減碼 |
| Farther Finance Advisors, LLC | 160 | $8,981 | 0.00% | +30+23.1% | 加碼 |
| Principal Securities, Inc. | 180 | $1.01 萬 | 0.00% | +180 | 新進 |
| Fifth Third Bancorp | 183 | $1.03 萬 | 0.00% | +66+56.4% | 加碼 |
| Fairfield, Bush & Co. | 213 | $1.20 萬 | 0.01% | +213 | 新進 |
| Colonial Trust Co | 224 | $1.26 萬 | 0.00% | 00.0% | 不變 |
| Global Retirement Partners, LLC | 275 | $1.47 萬 | 0.00% | +1+0.4% | 加碼 |
| Hexagon Capital Partners LLC | 265 | $1.49 萬 | 0.00% | +39+17.3% | 加碼 |
| Lindbrook Capital, LLC | 273 | $1.53 萬 | 0.00% | −7−2.5% | 減碼 |
| GWM Advisors LLC | 275 | $1.54 萬 | 0.00% | +77+38.9% | 加碼 |
| Umb Bank N A | 276 | $1.55 萬 | 0.00% | −599−68.5% | 減碼 |
| CWM, LLC | 295 | $1.70 萬 | 0.00% | −97−24.7% | 減碼 |
| Trust Co of Vermont | 371 | $2.08 萬 | 0.00% | +371 | 新進 |
| Nomura Asset Management Co Ltd | 380 | $2.13 萬 | 0.00% | 00.0% | 不變 |
| City State Bank | 550 | $3.10 萬 | 0.02% | 00.0% | 不變 |
| GAMMA Investing LLC | 619 | $3.40 萬 | 0.01% | +619 | 新進 |
| Mendota Financial Group, LLC | 614 | $3.45 萬 | 0.03% | +614 | 新進 |
| Private Trust Co NA | 620 | $3.48 萬 | 0.00% | 00.0% | 不變 |
| Eagle Bay Advisors LLC | 770 | $4.32 萬 | 0.03% | 00.0% | 不變 |
| HM Payson & Co | 931 | $5.23 萬 | 0.00% | 00.0% | 不變 |
| First Horizon Advisors, Inc. | 1,099 | $6.17 萬 | 0.00% | 00.0% | 不變 |
| Signaturefd, LLC | 1,214 | $6.81 萬 | 0.00% | −7−0.6% | 減碼 |
| Tradition Wealth Management, LLC | 1,260 | $7.10 萬 | 0.01% | +14+1.1% | 加碼 |
| Covestor Ltd | 1,429 | $8.00 萬 | 0.05% | −483−25.3% | 減碼 |
| Assetmark, Inc | 1,505 | $8.45 萬 | 0.00% | +276+22.5% | 加碼 |
| Nisa Investment Advisors, LLC | 1,593 | $8.94 萬 | 0.00% | −4,000−71.5% | 減碼 |
| KBC Group NV | 1,663 | $9.30 萬 | 0.00% | 00.0% | 不變 |
| Parallel Advisors, LLC | 1,680 | $9.43 萬 | 0.00% | −77−4.4% | 減碼 |
| Two Sigma Advisers, LP | 3,600 | $20.2 萬 | 0.00% | +3,600 | 新進 |
| Centiva Capital, LP | 3,757 | $21.1 萬 | 0.01% | +3,757 | 新進 |
| Cetera Advisor Networks LLC | 3,774 | $21.2 萬 | 0.00% | +3,774 | 新進 |
| Argent Trust Co | 3,845 | $21.6 萬 | 0.01% | +3,845 | 新進 |
| Metropolitan Life Insurance Co | 3,848 | $21.6 萬 | 0.01% | 00.0% | 不變 |
| Shell Asset Management Co | 3,852 | $21.6 萬 | 0.01% | −1,165−23.2% | 減碼 |
| Blueshift Asset Management, LLC | 3,876 | $21.8 萬 | 0.12% | +3,876 | 新進 |
| Franklin Resources Inc | 4,037 | $22.7 萬 | 0.00% | +4,037 | 新進 |
| Xponance, Inc. | 4,063 | $22.8 萬 | 0.00% | +4,063 | 新進 |
| Mackenzie Financial Corp | 4,223 | $23.7 萬 | 0.00% | +4,223 | 新進 |
| CIBC Asset Management Inc | 4,228 | $23.7 萬 | 0.00% | +4,228 | 新進 |
| Profund Advisors LLC | 4,258 | $23.9 萬 | 0.01% | +4,258 | 新進 |
| Scientech Research LLC | 4,280 | $24.0 萬 | 0.24% | +4,280 | 新進 |
| Raymond James Trust N.A. | 4,307 | $24.2 萬 | 0.01% | −212−4.7% | 減碼 |
| Crossmark Global Holdings, Inc. | 4,383 | $24.6 萬 | 0.01% | +4,383 | 新進 |
| Snowden Capital Advisors LLC | 4,417 | $24.8 萬 | 0.01% | −266−5.7% | 減碼 |
| FDx Advisors, Inc. | 4,494 | $25.2 萬 | 0.02% | −65−1.4% | 減碼 |
| STRS Ohio | 4,500 | $25.2 萬 | 0.00% | +900+25.0% | 加碼 |
| Tritonpoint Wealth, LLC | 4,492 | $25.2 萬 | 0.02% | +4,492 | 新進 |
| Envestnet Portfolio Solutions, Inc. | 4,534 | $25.4 萬 | 0.00% | −162−3.4% | 減碼 |
| Integrated Wealth Concepts LLC | 4,555 | $25.6 萬 | 0.00% | −133−2.8% | 減碼 |
| Duality Advisers, LP | 4,568 | $25.6 萬 | 0.03% | −24,967−84.5% | 減碼 |
| KLR Investment Advisors, LLC | 4,665 | $26.2 萬 | 0.19% | +4,665 | 新進 |
| Advisors Asset Management, Inc. | 4,679 | $26.3 萬 | 0.01% | −80−1.7% | 減碼 |
| Raymond James Financial Services Advisors, Inc. | 4,773 | $26.8 萬 | 0.00% | −1,155−19.5% | 減碼 |
| Versor Investments LP | 4,901 | $27.5 萬 | 0.06% | +4,901 | 新進 |
| Heritage Wealth Management, LLC | 4,926 | $27.6 萬 | 0.15% | +4,926 | 新進 |
| Wilbanks Smith & Thomas Asset Management LLC | 4,970 | $27.9 萬 | 0.01% | 00.0% | 不變 |
| Entropy Technologies, LP | 5,095 | $28.6 萬 | 0.05% | +5,095 | 新進 |
| JustInvest LLC | 5,418 | $30.4 萬 | 0.01% | +472+9.5% | 加碼 |
| Vestcor Inc | 5,492 | $30.8 萬 | 0.01% | −1,770−24.4% | 減碼 |
| Cerity Partners LLC | 5,509 | $30.9 萬 | 0.00% | +5,509 | 新進 |
| O'Rourke & Company, Inc | 5,644 | $31.7 萬 | 0.20% | +221+4.1% | 加碼 |
| PEAK6 Investments LLC | 5,683 | $31.9 萬 | 0.01% | −3,729−39.6% | 減碼 |
| Truist Financial Corp | 5,891 | $33.1 萬 | 0.00% | +34+0.6% | 加碼 |
| Riverview Capital Advisers, LLC | 5,980 | $33.6 萬 | 0.13% | 00.0% | 不變 |
| Kolinsky Wealth Management, LLC | 6,057 | $34.0 萬 | 0.30% | −27−0.4% | 減碼 |
| Creative Planning | 6,066 | $34.0 萬 | 0.00% | −165−2.6% | 減碼 |
| Arden Trust Co | 6,340 | $35.6 萬 | 0.05% | +486+8.3% | 加碼 |
| Two Sigma Investments, LP | 6,454 | $36.2 萬 | 0.00% | +6,454 | 新進 |
| Capital Investment Advisory Services, LLC | 6,728 | $37.8 萬 | 0.04% | +705+11.7% | 加碼 |
| Allianz Asset Management GmbH | 6,869 | $38.6 萬 | 0.00% | +17+0.2% | 加碼 |
| Ameritas Investment Partners, Inc. | 6,920 | $38.8 萬 | 0.01% | +278+4.2% | 加碼 |
| D.A. Davidson & Co. | 7,056 | $39.6 萬 | 0.00% | +390+5.9% | 加碼 |
| MML Investors Services, LLC | 7,587 | $42.6 萬 | 0.00% | +769+11.3% | 加碼 |
| Pictet Asset Management Holding SA | 7,624 | $42.8 萬 | 0.00% | 00.0% | 不變 |