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。
2024 年第 3 季 13F 持有人
Moelis & Co 在 2024/9/30 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
- 334
- 較 2024 年第 2 季 +44 家
- 持有股數
- 7,172 萬
- 較 2024 年第 2 季 +729.2 萬 (+11.3%)
- 總市值
- $49.1 億
- 較 2024 年第 2 季 +$12.5 億 (+34.1%)
- 新進機構
- 65
- 另有 112 家加碼
- 清倉機構
- 21
- 另有 105 家減碼
另有 4 家機構在 2024 年第 2 季持有、還沒有申報 2024 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 |
2024 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 2024 年第 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Snowden Capital Advisors LLC | 4,220 | $28.9 萬 | 0.01% | +11+0.3% | 加碼 |
| Heritage Family Offices, LLP | 4,251 | $29.1 萬 | 0.15% | −19−0.4% | 減碼 |
| Paloma Partners Management Co | 4,258 | $29.2 萬 | 0.02% | +4,258 | 新進 |
| Tritonpoint Wealth, LLC | 4,492 | $31.0 萬 | 0.03% | 00.0% | 不變 |
| Integrated Wealth Concepts LLC | 4,540 | $31.1 萬 | 0.00% | +20.0% | 加碼 |
| Equitable Holdings, Inc. | 4,600 | $31.5 萬 | 0.00% | 00.0% | 不變 |
| RSM US Wealth Management LLC | 4,644 | $31.5 萬 | 0.00% | +119+2.6% | 加碼 |
| Centiva Capital, LP | 4,612 | $31.6 萬 | 0.01% | +4,612 | 新進 |
| Xponance, Inc. | 4,639 | $31.8 萬 | 0.00% | +138+3.1% | 加碼 |
| Petrus Trust Company, LTA | 4,836 | $33.1 萬 | 0.03% | +4,836 | 新進 |
| CI Private Wealth, LLC | 4,878 | $33.4 萬 | 0.00% | +4,878 | 新進 |
| SG Americas Securities, LLC | 4,964 | $34.0 萬 | 0.00% | −1,043−17.4% | 減碼 |
| Baldwin Brothers Inc | 5,210 | $35.7 萬 | 0.02% | +5,156+9,548.1% | 加碼 |
| Acadian Asset Management LLC | 5,441 | $37.2 萬 | 0.00% | +5,441 | 新進 |
| Captrust Financial Advisors | 5,458 | $37.4 萬 | 0.00% | +1,306+31.5% | 加碼 |
| Teza Capital Management LLC | 5,733 | $39.3 萬 | 0.04% | −1,603−21.9% | 減碼 |
| Cetera Investment Advisers | 5,744 | $39.4 萬 | 0.00% | −340−5.6% | 減碼 |
| Creative Planning | 5,800 | $39.7 萬 | 0.00% | −72−1.2% | 減碼 |
| Riverview Capital Advisers, LLC | 5,980 | $41.0 萬 | 0.13% | 00.0% | 不變 |
| STRS Ohio | 6,000 | $41.1 萬 | 0.00% | +1,400+30.4% | 加碼 |
| Kolinsky Wealth Management, LLC | 6,052 | $41.5 萬 | 0.27% | +12+0.2% | 加碼 |
| nVerses Capital, LLC | 6,300 | $43.2 萬 | 0.20% | +3,300+110.0% | 加碼 |
| Quantbot Technologies LP | 6,302 | $43.2 萬 | 0.02% | −10,517−62.5% | 減碼 |
| Venturi Wealth Management, LLC | 6,443 | $44.1 萬 | 0.02% | +2,213+52.3% | 加碼 |
| O'Rourke & Company, Inc | 6,489 | $44.5 萬 | 0.22% | +294+4.7% | 加碼 |
| Capital Investment Advisory Services, LLC | 6,542 | $44.8 萬 | 0.04% | −196−2.9% | 減碼 |
| Private Advisor Group, LLC | 6,594 | $45.2 萬 | 0.00% | +1,544+30.6% | 加碼 |
| Truist Financial Corp | 6,777 | $46.4 萬 | 0.00% | +1,017+17.7% | 加碼 |
| Legacy Capital Wealth Partners, LLC | 6,781 | $46.5 萬 | 0.09% | +6,781 | 新進 |
| JustInvest LLC | 6,944 | $47.6 萬 | 0.01% | +554+8.7% | 加碼 |
| First National Advisers, LLC | 7,051 | $48.3 萬 | 0.08% | +562+8.7% | 加碼 |
| D.A. Davidson & Co. | 7,056 | $48.3 萬 | 0.00% | 00.0% | 不變 |
| Ameritas Investment Partners, Inc. | 7,160 | $49.1 萬 | 0.02% | +236+3.4% | 加碼 |
| Argent Trust Co | 7,420 | $50.8 萬 | 0.02% | +275+3.8% | 加碼 |
| Public Employees Retirement Association of Colorado | 7,648 | $52.4 萬 | 0.00% | 00.0% | 不變 |
| MML Investors Services, LLC | 7,679 | $52.6 萬 | 0.00% | +921+13.6% | 加碼 |
| Bank of Montreal | 7,685 | $53.0 萬 | 0.00% | +504+7.0% | 加碼 |
| Mariner, LLC | 8,112 | $55.6 萬 | 0.00% | −1,047−11.4% | 減碼 |
| Envestnet Portfolio Solutions, Inc. | 8,373 | $57.4 萬 | 0.00% | +3,892+86.9% | 加碼 |
| Peak Financial Advisors LLC | 8,497 | $58.2 萬 | 0.30% | −252−2.9% | 減碼 |
| Curated Wealth Partners LLC | 8,613 | $59.0 萬 | 0.08% | −374−4.2% | 減碼 |
| Apollon Wealth Management, LLC | 8,640 | $59.2 萬 | 0.02% | −851−9.0% | 減碼 |
| PEAK6 Investments LLC | 9,094 | $62.3 萬 | 0.03% | +7,738+570.6% | 加碼 |
| Virtu Financial LLC | 9,242 | $63.3 萬 | 0.03% | +9,242 | 新進 |
| Everence Capital Management Inc | 9,440 | $64.7 萬 | 0.04% | +1,750+22.8% | 加碼 |
| Pitcairn Co | 9,430 | $65.0 萬 | 0.04% | −684−6.8% | 減碼 |
| Steward Partners Investment Advisory, LLC | 9,742 | $66.7 萬 | 0.01% | +517+5.6% | 加碼 |
| Wesbanco Bank Inc | 9,809 | $67.2 萬 | 0.02% | 00.0% | 不變 |
| Aster Capital Management (DIFC) Ltd | 9,880 | $67.7 萬 | 0.15% | +9,880 | 新進 |
| Pictet Asset Management Holding SA | 10,096 | $69.2 萬 | 0.00% | +815+8.8% | 加碼 |
| Naples Global Advisors, LLC | 10,171 | $69.7 萬 | 0.06% | 00.0% | 不變 |
| Susquehanna International Group, LLP | 10,458 | $71.6 萬 | 0.00% | +10,458 | 新進 |
| US Bancorp | 10,722 | $73.5 萬 | 0.00% | +2,256+26.6% | 加碼 |
| Cornerstone Investment Partners, LLC | 11,325 | $77.6 萬 | 0.04% | −38,687−77.4% | 減碼 |
| Verition Fund Management LLC | 11,365 | $77.9 萬 | 0.01% | +11,365 | 新進 |
| Handelsbanken Fonder AB | 11,751 | $80.5 萬 | 0.00% | 00.0% | 不變 |
| Quantum Private Wealth, LLC | 11,752 | $80.5 萬 | 0.27% | 00.0% | 不變 |
| State of Wisconsin Investment Board | 12,016 | $82.3 萬 | 0.00% | +200+1.7% | 加碼 |
| Los Angeles Capital Management LLC | 12,248 | $83.9 萬 | 0.00% | +3,190+35.2% | 加碼 |
| Mackenzie Financial Corp | 12,263 | $84.0 萬 | 0.00% | +8,040+190.4% | 加碼 |
| First Hawaiian Bank | 12,626 | $86.5 萬 | 0.03% | 00.0% | 不變 |
| OmniStar Financial Group, Inc. | 12,652 | $86.9 萬 | 0.65% | +12,652 | 新進 |
| Wiley Bros.-Aintree Capital, LLC | 12,794 | $87.7 萬 | 0.02% | +3,685+40.5% | 加碼 |
| Twinbeech Capital LP | 13,292 | $91.1 萬 | 0.02% | +13,292 | 新進 |
| Sanctuary Advisors, LLC | 12,214 | $91.7 萬 | 0.01% | +2,463+25.3% | 加碼 |
| XTX Topco Ltd | 13,736 | $94.1 萬 | 0.07% | −2,788−16.9% | 減碼 |
| Resources Investment Advisors, LLC. | 13,812 | $94.6 萬 | 0.01% | +172+1.3% | 加碼 |
| Cerity Partners LLC | 13,845 | $94.9 萬 | 0.00% | +7,819+129.8% | 加碼 |
| SkyView Investment Advisors, LLC | 14,166 | $97.1 萬 | 0.16% | +300+2.2% | 加碼 |
| ProShare Advisors LLC | 14,739 | $101.0 萬 | 0.00% | +4,380+42.3% | 加碼 |
| Harbor Advisors LLC | 14,800 | $101.4 萬 | 0.17% | 00.0% | 不變 |
| Cinctive Capital Management LP | 14,967 | $102.5 萬 | 0.06% | −68,976−82.2% | 減碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 15,040 | $103.0 萬 | 0.01% | −120−0.8% | 減碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 15,495 | $106.2 萬 | 0.00% | 00.0% | 不變 |
| Weiss Asset Management LP | 15,966 | $109.4 萬 | 0.03% | +15,966 | 新進 |
| Campbell Newman Asset Management Inc | 16,041 | $109.9 萬 | 0.08% | −248−1.5% | 減碼 |
| AMG National Trust Bank | 16,280 | $111.5 萬 | 0.03% | −9,982−38.0% | 減碼 |
| Oregon Public Employees Retirement Fund | 16,549 | $113.4 萬 | 0.02% | −500−2.9% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 16,424 | $114.4 萬 | 0.01% | +4,689+40.0% | 加碼 |
| New York State Teachers Retirement System | 17,200 | $117.8 萬 | 0.00% | −300−1.7% | 減碼 |
| The PNC Financial Services Group, Inc. | 18,222 | $124.8 萬 | 0.00% | +730+4.2% | 加碼 |
| Natixis | 18,500 | $126.7 萬 | 0.01% | +18,500 | 新進 |
| Russell Investments Group, Ltd. | 18,627 | $127.6 萬 | 0.00% | +1,053+6.0% | 加碼 |
| Toroso Investments, LLC | 18,824 | $129.0 萬 | 0.01% | +18,824 | 新進 |
| Trust Point Inc. | 18,976 | $130.0 萬 | 0.10% | +147+0.8% | 加碼 |
| State Board of Administration of Florida Retirement System | 19,033 | $130.4 萬 | 0.00% | 00.0% | 不變 |
| State of Tennessee, Treasury Department | 19,297 | $132.2 萬 | 0.00% | +1,832+10.5% | 加碼 |
| Intech Investment Management LLC | 19,398 | $132.9 萬 | 0.01% | +19,398 | 新進 |
| Arizona State Retirement System | 20,257 | $138.8 萬 | 0.01% | +1,591+8.5% | 加碼 |
| Amalgamated Bank | 20,628 | $141.3 萬 | 0.01% | −745−3.5% | 減碼 |
| Harbor Capital Advisors, Inc. | 20,985 | $143.8 萬 | 0.06% | +2,826+15.6% | 加碼 |
| Teachers Retirement System of the State of Kentucky | 21,500 | $147.3 萬 | 0.01% | 00.0% | 不變 |
| Aquatic Capital Management LLC | 22,800 | $156.2 萬 | 0.04% | +2,000+9.6% | 加碼 |
| Ensign Peak Advisors, Inc | 22,895 | $156.9 萬 | 0.00% | 00.0% | 不變 |
| Hilton Capital Management, LLC | 23,417 | $160.4 萬 | 0.12% | +23,417 | 新進 |
| TownSquare Capital, LLC | 23,611 | $161.8 萬 | 0.02% | −49−0.2% | 減碼 |
| Maryland State Retirement & Pension System | 23,761 | $162.8 萬 | 0.03% | −769−3.1% | 減碼 |
| Gabelli Funds LLC | 24,050 | $164.8 萬 | 0.01% | −2,500−9.4% | 減碼 |
| Two Sigma Advisers, LP | 24,200 | $165.8 萬 | 0.00% | +4,800+24.7% | 加碼 |
| Dynamic Technology Lab Private Ltd | 24,870 | $170.4 萬 | 0.18% | +24,870 | 新進 |