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 4 季 13F 持有人
Moelis & Co 在 2024/12/31 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
- 352
- 較 2024 年第 3 季 +24 家
- 持有股數
- 7,114 萬
- 較 2024 年第 3 季 −8.62 萬 (−0.1%)
- 總市值
- $52.6 億
- 較 2024 年第 3 季 +$3.76 億 (+7.7%)
- 新進機構
- 65
- 另有 115 家加碼
- 清倉機構
- 41
- 另有 118 家減碼
另有 6 家機構在 2024 年第 3 季持有、還沒有申報 2024 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 |
2024 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 2024 年第 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Simon Quick Advisors, LLC | 3,468 | $25.6 萬 | 0.02% | −74−2.1% | 減碼 |
| AE Wealth Management LLC | 3,520 | $26.0 萬 | 0.00% | +3,520 | 新進 |
| Venturi Wealth Management, LLC | 3,531 | $26.1 萬 | 0.01% | −2,912−45.2% | 減碼 |
| Nisa Investment Advisors, LLC | 3,573 | $26.4 萬 | 0.00% | −470−11.6% | 減碼 |
| Robertson Stephens Wealth Management, LLC | 3,717 | $27.5 萬 | 0.01% | +302+8.8% | 加碼 |
| Petros Family Wealth, LLC | 3,830 | $28.3 萬 | 0.31% | +3,830 | 新進 |
| XTX Topco Ltd | 3,834 | $28.3 萬 | 0.02% | −9,902−72.1% | 減碼 |
| Profund Advisors LLC | 3,937 | $29.1 萬 | 0.01% | +272+7.4% | 加碼 |
| Tower Research Capital LLC (TRC) | 4,015 | $29.7 萬 | 0.01% | +2,170+117.6% | 加碼 |
| Snowden Capital Advisors LLC | 4,162 | $30.7 萬 | 0.01% | −58−1.4% | 減碼 |
| Integrated Wealth Concepts LLC | 4,367 | $32.3 萬 | 0.00% | −173−3.8% | 減碼 |
| CIBC Asset Management Inc | 4,405 | $32.5 萬 | 0.00% | +325+8.0% | 加碼 |
| Heritage Family Offices, LLP | 4,464 | $33.0 萬 | 0.16% | +213+5.0% | 加碼 |
| Tritonpoint Wealth, LLC | 4,492 | $33.2 萬 | 0.03% | 00.0% | 不變 |
| Mercer Global Advisors Inc | 4,530 | $33.5 萬 | 0.00% | +4,530 | 新進 |
| Equitable Holdings, Inc. | 4,600 | $34.0 萬 | 0.00% | 00.0% | 不變 |
| RSM US Wealth Management LLC | 4,831 | $35.8 萬 | 0.01% | +187+4.0% | 加碼 |
| Fox Run Management, L.L.C. | 4,895 | $36.2 萬 | 0.07% | +4,895 | 新進 |
| Verition Fund Management LLC | 4,923 | $36.4 萬 | 0.00% | −6,442−56.7% | 減碼 |
| Xponance, Inc. | 5,079 | $37.5 萬 | 0.00% | +440+9.5% | 加碼 |
| Kestra Private Wealth Services, LLC | 5,187 | $38.3 萬 | 0.01% | +5,187 | 新進 |
| CI Private Wealth, LLC | 5,569 | $41.1 萬 | 0.00% | +691+14.2% | 加碼 |
| Entropy Technologies, LP | 5,575 | $41.2 萬 | 0.04% | +5,575 | 新進 |
| Teza Capital Management LLC | 5,664 | $41.8 萬 | 0.06% | −69−1.2% | 減碼 |
| ExodusPoint Capital Management, LP | 5,696 | $42.1 萬 | 0.00% | −80,756−93.4% | 減碼 |
| Private Advisor Group, LLC | 5,939 | $43.9 萬 | 0.00% | −655−9.9% | 減碼 |
| Creative Planning | 5,958 | $44.0 萬 | 0.00% | +158+2.7% | 加碼 |
| Riverview Capital Advisers, LLC | 5,980 | $44.2 萬 | 0.13% | 00.0% | 不變 |
| Fulton Bank, N.A. | 6,043 | $44.6 萬 | 0.02% | +3,027+100.4% | 加碼 |
| Kolinsky Wealth Management, LLC | 6,052 | $44.7 萬 | 0.27% | 00.0% | 不變 |
| Cetera Investment Advisers | 6,290 | $46.5 萬 | 0.00% | +546+9.5% | 加碼 |
| Capital Investment Advisory Services, LLC | 6,315 | $46.7 萬 | 0.04% | −227−3.5% | 減碼 |
| Truist Financial Corp | 6,376 | $47.1 萬 | 0.00% | −401−5.9% | 減碼 |
| CIBC World Markets Corp | 6,613 | $48.9 萬 | 0.00% | +6,613 | 新進 |
| D.A. Davidson & Co. | 6,766 | $50.0 萬 | 0.00% | −290−4.1% | 減碼 |
| Everence Capital Management Inc | 6,780 | $50.1 萬 | 0.03% | −2,660−28.2% | 減碼 |
| O'Rourke & Company, Inc | 6,812 | $50.3 萬 | 0.25% | +323+5.0% | 加碼 |
| MML Investors Services, LLC | 6,828 | $50.4 萬 | 0.00% | −851−11.1% | 減碼 |
| Dark Forest Capital Management LP | 6,871 | $50.8 萬 | 0.07% | +6,871 | 新進 |
| Franklin Resources Inc | 6,872 | $50.8 萬 | 0.00% | +2,959+75.6% | 加碼 |
| JustInvest LLC | 6,979 | $51.6 萬 | 0.01% | +35+0.5% | 加碼 |
| Jane Street Group, LLC | 7,334 | $54.2 萬 | 0.00% | −81,408−91.7% | 減碼 |
| Ameritas Investment Partners, Inc. | 7,394 | $54.6 萬 | 0.02% | +234+3.3% | 加碼 |
| Public Employees Retirement Association of Colorado | 7,648 | $56.5 萬 | 0.00% | 00.0% | 不變 |
| Captrust Financial Advisors | 7,966 | $58.9 萬 | 0.00% | +2,508+46.0% | 加碼 |
| Mariner, LLC | 8,173 | $60.4 萬 | 0.00% | +61+0.8% | 加碼 |
| Peak Financial Advisors LLC | 8,363 | $61.8 萬 | 0.32% | −134−1.6% | 減碼 |
| Envestnet Portfolio Solutions, Inc. | 8,404 | $62.1 萬 | 0.00% | +31+0.4% | 加碼 |
| Apollon Wealth Management, LLC | 8,424 | $62.2 萬 | 0.01% | −216−2.5% | 減碼 |
| Curated Wealth Partners LLC | 8,602 | $63.6 萬 | 0.07% | −11−0.1% | 減碼 |
| Wesbanco Bank Inc | 8,709 | $64.3 萬 | 0.02% | −1,100−11.2% | 減碼 |
| Bank of Montreal | 8,752 | $64.7 萬 | 0.00% | +1,067+13.9% | 加碼 |
| Susquehanna Fundamental Investments, LLC | 8,969 | $66.3 萬 | 0.01% | +8,969 | 新進 |
| Argent Trust Co | 9,589 | $70.8 萬 | 0.03% | +2,169+29.2% | 加碼 |
| Pitcairn Co | 9,687 | $71.6 萬 | 0.04% | +257+2.7% | 加碼 |
| Steward Partners Investment Advisory, LLC | 9,744 | $72.0 萬 | 0.01% | +20.0% | 加碼 |
| Fieldview Capital Management, LLC | 9,840 | $72.7 萬 | 0.11% | +9,840 | 新進 |
| Pictet Asset Management Holding SA | 9,903 | $73.2 萬 | 0.00% | −193−1.9% | 減碼 |
| Cornerstone Investment Partners, LLC | 10,154 | $75.0 萬 | 0.04% | −1,171−10.3% | 減碼 |
| Naples Global Advisors, LLC | 10,171 | $75.1 萬 | 0.07% | 00.0% | 不變 |
| Advisor Group Holdings, Inc. | 10,435 | $77.1 萬 | 0.00% | +6,478+163.7% | 加碼 |
| State of Wyoming | 10,437 | $77.1 萬 | 0.10% | +8,770+526.1% | 加碼 |
| US Bancorp | 10,437 | $77.1 萬 | 0.00% | −285−2.7% | 減碼 |
| State of Wisconsin Investment Board | 10,654 | $78.7 萬 | 0.00% | −1,362−11.3% | 減碼 |
| AMG National Trust Bank | 10,876 | $80.7 萬 | 0.02% | −5,404−33.2% | 減碼 |
| Impact Capital Partners LLC | 11,097 | $82.0 萬 | 0.29% | +11,097 | 新進 |
| Quantum Private Wealth, LLC | 11,752 | $86.8 萬 | 0.28% | 00.0% | 不變 |
| Nebula Research & Development LLC | 11,799 | $87.2 萬 | 0.10% | +11,799 | 新進 |
| OmniStar Financial Group, Inc. | 12,116 | $89.6 萬 | 0.72% | −536−4.2% | 減碼 |
| First Hawaiian Bank | 12,626 | $93.3 萬 | 0.03% | 00.0% | 不變 |
| Sanctuary Advisors, LLC | 12,139 | $94.4 萬 | 0.01% | −75−0.6% | 減碼 |
| Cerity Partners LLC | 13,562 | $95.8 萬 | 0.00% | −283−2.0% | 減碼 |
| Los Angeles Capital Management LLC | 13,167 | $97.3 萬 | 0.00% | +919+7.5% | 加碼 |
| Resources Investment Advisors, LLC. | 13,901 | $102.7 萬 | 0.01% | +89+0.6% | 加碼 |
| Jefferies Financial Group Inc. | 14,039 | $103.7 萬 | 0.01% | +14,039 | 新進 |
| The PNC Financial Services Group, Inc. | 14,244 | $105.2 萬 | 0.00% | −3,978−21.8% | 減碼 |
| SkyView Investment Advisors, LLC | 14,448 | $106.7 萬 | 0.17% | +282+2.0% | 加碼 |
| Integrated Quantitative Investments LLC | 14,500 | $107.1 萬 | 0.53% | +14,500 | 新進 |
| KLP Kapitalforvaltning AS | 14,700 | $108.6 萬 | 0.01% | +14,700 | 新進 |
| Diversify Advisory Services, LLC | 15,278 | $109.1 萬 | 0.06% | −22,077−59.1% | 減碼 |
| Harbor Advisors LLC | 14,800 | $109.3 萬 | 0.17% | 00.0% | 不變 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 15,069 | $111.3 萬 | 0.01% | +29+0.2% | 加碼 |
| New England Research & Management, Inc. | 15,225 | $112.5 萬 | 0.57% | +15,225 | 新進 |
| Police & Firemen's Retirement System of New Jersey | 15,431 | $114.0 萬 | 0.01% | +15,431 | 新進 |
| State of Tennessee, Treasury Department | 15,765 | $116.5 萬 | 0.00% | −3,532−18.3% | 減碼 |
| STRS Ohio | 15,800 | $116.7 萬 | 0.00% | +9,800+163.3% | 加碼 |
| Handelsbanken Fonder AB | 15,951 | $117.8 萬 | 0.00% | +4,200+35.7% | 加碼 |
| Campbell Newman Asset Management Inc | 15,998 | $118.2 萬 | 0.10% | −43−0.3% | 減碼 |
| Oregon Public Employees Retirement Fund | 16,615 | $122.8 萬 | 0.02% | +66+0.4% | 加碼 |
| New York State Teachers Retirement System | 17,200 | $127.1 萬 | 0.00% | 00.0% | 不變 |
| Russell Investments Group, Ltd. | 17,311 | $127.9 萬 | 0.00% | −1,316−7.1% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 17,702 | $130.8 萬 | 0.01% | +1,278+7.8% | 加碼 |
| Trust Point Inc. | 17,801 | $131.5 萬 | 0.09% | −1,175−6.2% | 減碼 |
| Harbor Capital Advisors, Inc. | 18,900 | $139.6 萬 | 0.06% | −2,085−9.9% | 減碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 18,927 | $139.8 萬 | 0.00% | +3,432+22.1% | 加碼 |
| State Board of Administration of Florida Retirement System | 19,033 | $140.6 萬 | 0.00% | 00.0% | 不變 |
| Canada Pension Plan Investment Board | 19,500 | $144.1 萬 | 0.00% | +19,500 | 新進 |
| TownSquare Capital, LLC | 19,521 | $144.2 萬 | 0.02% | −4,090−17.3% | 減碼 |
| Callan Family Office, LLC | 19,808 | $146.3 萬 | 0.09% | +16,759+549.7% | 加碼 |
| Mackenzie Financial Corp | 19,960 | $147.5 萬 | 0.00% | +7,697+62.8% | 加碼 |