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 |
|---|---|---|---|---|---|
| Bank of Montreal | 8,752 | $64.7 萬 | 0.00% | +1,067+13.9% | 加碼 |
| Wesbanco Bank Inc | 8,709 | $64.3 萬 | 0.02% | −1,100−11.2% | 減碼 |
| Curated Wealth Partners LLC | 8,602 | $63.6 萬 | 0.07% | −11−0.1% | 減碼 |
| Apollon Wealth Management, LLC | 8,424 | $62.2 萬 | 0.01% | −216−2.5% | 減碼 |
| Envestnet Portfolio Solutions, Inc. | 8,404 | $62.1 萬 | 0.00% | +31+0.4% | 加碼 |
| Peak Financial Advisors LLC | 8,363 | $61.8 萬 | 0.32% | −134−1.6% | 減碼 |
| Mariner, LLC | 8,173 | $60.4 萬 | 0.00% | +61+0.8% | 加碼 |
| Captrust Financial Advisors | 7,966 | $58.9 萬 | 0.00% | +2,508+46.0% | 加碼 |
| Public Employees Retirement Association of Colorado | 7,648 | $56.5 萬 | 0.00% | 00.0% | 不變 |
| Ameritas Investment Partners, Inc. | 7,394 | $54.6 萬 | 0.02% | +234+3.3% | 加碼 |
| Jane Street Group, LLC | 7,334 | $54.2 萬 | 0.00% | −81,408−91.7% | 減碼 |
| JustInvest LLC | 6,979 | $51.6 萬 | 0.01% | +35+0.5% | 加碼 |
| Franklin Resources Inc | 6,872 | $50.8 萬 | 0.00% | +2,959+75.6% | 加碼 |
| Dark Forest Capital Management LP | 6,871 | $50.8 萬 | 0.07% | +6,871 | 新進 |
| MML Investors Services, LLC | 6,828 | $50.4 萬 | 0.00% | −851−11.1% | 減碼 |
| O'Rourke & Company, Inc | 6,812 | $50.3 萬 | 0.25% | +323+5.0% | 加碼 |
| Everence Capital Management Inc | 6,780 | $50.1 萬 | 0.03% | −2,660−28.2% | 減碼 |
| D.A. Davidson & Co. | 6,766 | $50.0 萬 | 0.00% | −290−4.1% | 減碼 |
| CIBC World Markets Corp | 6,613 | $48.9 萬 | 0.00% | +6,613 | 新進 |
| Truist Financial Corp | 6,376 | $47.1 萬 | 0.00% | −401−5.9% | 減碼 |
| Capital Investment Advisory Services, LLC | 6,315 | $46.7 萬 | 0.04% | −227−3.5% | 減碼 |
| Cetera Investment Advisers | 6,290 | $46.5 萬 | 0.00% | +546+9.5% | 加碼 |
| Kolinsky Wealth Management, LLC | 6,052 | $44.7 萬 | 0.27% | 00.0% | 不變 |
| Fulton Bank, N.A. | 6,043 | $44.6 萬 | 0.02% | +3,027+100.4% | 加碼 |
| Riverview Capital Advisers, LLC | 5,980 | $44.2 萬 | 0.13% | 00.0% | 不變 |
| Creative Planning | 5,958 | $44.0 萬 | 0.00% | +158+2.7% | 加碼 |
| Private Advisor Group, LLC | 5,939 | $43.9 萬 | 0.00% | −655−9.9% | 減碼 |
| ExodusPoint Capital Management, LP | 5,696 | $42.1 萬 | 0.00% | −80,756−93.4% | 減碼 |
| Teza Capital Management LLC | 5,664 | $41.8 萬 | 0.06% | −69−1.2% | 減碼 |
| Entropy Technologies, LP | 5,575 | $41.2 萬 | 0.04% | +5,575 | 新進 |
| CI Private Wealth, LLC | 5,569 | $41.1 萬 | 0.00% | +691+14.2% | 加碼 |
| Kestra Private Wealth Services, LLC | 5,187 | $38.3 萬 | 0.01% | +5,187 | 新進 |
| Xponance, Inc. | 5,079 | $37.5 萬 | 0.00% | +440+9.5% | 加碼 |
| Verition Fund Management LLC | 4,923 | $36.4 萬 | 0.00% | −6,442−56.7% | 減碼 |
| Fox Run Management, L.L.C. | 4,895 | $36.2 萬 | 0.07% | +4,895 | 新進 |
| RSM US Wealth Management LLC | 4,831 | $35.8 萬 | 0.01% | +187+4.0% | 加碼 |
| Equitable Holdings, Inc. | 4,600 | $34.0 萬 | 0.00% | 00.0% | 不變 |
| Mercer Global Advisors Inc | 4,530 | $33.5 萬 | 0.00% | +4,530 | 新進 |
| Tritonpoint Wealth, LLC | 4,492 | $33.2 萬 | 0.03% | 00.0% | 不變 |
| Heritage Family Offices, LLP | 4,464 | $33.0 萬 | 0.16% | +213+5.0% | 加碼 |
| CIBC Asset Management Inc | 4,405 | $32.5 萬 | 0.00% | +325+8.0% | 加碼 |
| Integrated Wealth Concepts LLC | 4,367 | $32.3 萬 | 0.00% | −173−3.8% | 減碼 |
| Snowden Capital Advisors LLC | 4,162 | $30.7 萬 | 0.01% | −58−1.4% | 減碼 |
| Tower Research Capital LLC (TRC) | 4,015 | $29.7 萬 | 0.01% | +2,170+117.6% | 加碼 |
| Profund Advisors LLC | 3,937 | $29.1 萬 | 0.01% | +272+7.4% | 加碼 |
| XTX Topco Ltd | 3,834 | $28.3 萬 | 0.02% | −9,902−72.1% | 減碼 |
| Petros Family Wealth, LLC | 3,830 | $28.3 萬 | 0.31% | +3,830 | 新進 |
| Robertson Stephens Wealth Management, LLC | 3,717 | $27.5 萬 | 0.01% | +302+8.8% | 加碼 |
| Nisa Investment Advisors, LLC | 3,573 | $26.4 萬 | 0.00% | −470−11.6% | 減碼 |
| Venturi Wealth Management, LLC | 3,531 | $26.1 萬 | 0.01% | −2,912−45.2% | 減碼 |
| AE Wealth Management LLC | 3,520 | $26.0 萬 | 0.00% | +3,520 | 新進 |
| Simon Quick Advisors, LLC | 3,468 | $25.6 萬 | 0.02% | −74−2.1% | 減碼 |
| Dakota Wealth Management | 3,459 | $25.6 萬 | 0.01% | +3,459 | 新進 |
| Legacy Capital Wealth Partners, LLC | 3,313 | $24.5 萬 | 0.06% | −3,468−51.1% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 3,270 | $24.2 萬 | 0.00% | +3,270 | 新進 |
| Trajan Wealth LLC | 3,132 | $23.1 萬 | 0.01% | −346−9.9% | 減碼 |
| Vident Advisory, LLC | 3,099 | $22.9 萬 | 0.00% | −191−5.8% | 減碼 |
| Glenmede Trust Co NA | 3,045 | $22.5 萬 | 0.00% | +3,045 | 新進 |
| KBC Group NV | 3,035 | $22.4 萬 | 0.00% | +967+46.8% | 加碼 |
| Princeton Capital Management LLC | 3,000 | $22.2 萬 | 0.07% | +3,000 | 新進 |
| DGS Capital Management, LLC | 2,945 | $21.8 萬 | 0.05% | 00.0% | 不變 |
| Commonwealth Equity Services, LLC | 2,837 | $21.0 萬 | 0.00% | +2,837 | 新進 |
| Portside Wealth Group, LLC | 2,834 | $20.9 萬 | 0.03% | +2,834 | 新進 |
| Juncture Wealth Strategies, LLC | 2,800 | $20.7 萬 | 0.08% | +2,800 | 新進 |
| Quantinno Capital Management LP | 2,793 | $20.6 萬 | 0.00% | +2,793 | 新進 |
| Leavell Investment Management, Inc. | 2,757 | $20.4 萬 | 0.01% | +2,757 | 新進 |
| Shelton Capital Management | 2,747 | $20.3 萬 | 0.01% | −256−8.5% | 減碼 |
| CWM, LLC | 2,536 | $18.7 萬 | 0.00% | +140+5.8% | 加碼 |
| Walleye Trading LLC | 2,009 | $14.8 萬 | 0.00% | +317+18.7% | 加碼 |
| Kestra Investment Management, LLC | 1,971 | $14.6 萬 | 0.01% | +1,971 | 新進 |
| Harvest Fund Management Co., Ltd | 1,895 | $14.0 萬 | 0.01% | 00.0% | 不變 |
| HM Payson & Co | 1,573 | $11.6 萬 | 0.00% | 00.0% | 不變 |
| Parallel Advisors, LLC | 1,373 | $10.1 萬 | 0.00% | −15−1.1% | 減碼 |
| GAMMA Investing LLC | 1,175 | $8.68 萬 | 0.01% | +180+18.1% | 加碼 |
| Signaturefd, LLC | 1,171 | $8.65 萬 | 0.00% | −29−2.4% | 減碼 |
| Private Trust Co NA | 1,106 | $8.17 萬 | 0.01% | +46+4.3% | 加碼 |
| Whittier Trust Co of Nevada Inc | 1,099 | $8.12 萬 | 0.00% | 00.0% | 不變 |
| IFP Advisors, Inc | 1,084 | $8.01 萬 | 0.00% | +21+2.0% | 加碼 |
| Farther Finance Advisors, LLC | 1,030 | $7.61 萬 | 0.00% | −167−14.0% | 減碼 |
| Smartleaf Asset Management LLC | 1,016 | $7.54 萬 | 0.01% | +799+368.2% | 加碼 |
| Public Employees Retirement System of Ohio | 1,006 | $7.43 萬 | 0.00% | −27,766−96.5% | 減碼 |
| First Horizon Advisors, Inc. | 999 | $7.38 萬 | 0.00% | −100−9.1% | 減碼 |
| Ci Investments Inc. | 929 | $6.90 萬 | 0.00% | +929 | 新進 |
| Bayforest Capital Ltd | 854 | $6.31 萬 | 0.08% | +854 | 新進 |
| Quest Partners LLC | 829 | $6.12 萬 | 0.01% | +829 | 新進 |
| Jones Financial Companies LLLP | 822 | $6.07 萬 | 0.00% | +491+148.3% | 加碼 |
| MAI Capital Management | 800 | $5.91 萬 | 0.00% | +800 | 新進 |
| Eagle Bay Advisors LLC | 770 | $5.69 萬 | 0.04% | 00.0% | 不變 |
| Colonial Trust Co | 741 | $5.48 萬 | 0.01% | −36−4.6% | 減碼 |
| R Squared Ltd | 630 | $4.65 萬 | 0.05% | +630 | 新進 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 582 | $4.30 萬 | 0.00% | −222−27.6% | 減碼 |
| Hexagon Capital Partners LLC | 509 | $3.76 萬 | 0.01% | −217−29.9% | 減碼 |
| Clearstead Advisors, LLC | 505 | $3.73 萬 | 0.00% | −98−16.3% | 減碼 |
| Quadrant Capital Group LLC | 485 | $3.58 萬 | 0.00% | +35+7.8% | 加碼 |
| Umb Bank N A | 482 | $3.56 萬 | 0.00% | 00.0% | 不變 |
| Headlands Technologies LLC | 419 | $3.10 萬 | 0.00% | +419 | 新進 |
| CIBC Private Wealth Group, LLC | 398 | $2.97 萬 | 0.00% | +137+52.5% | 加碼 |
| Nomura Asset Management Co Ltd | 380 | $2.81 萬 | 0.00% | 00.0% | 不變 |
| Trust Co of Vermont | 371 | $2.74 萬 | 0.00% | 00.0% | 不變 |
| City State Bank | 350 | $2.59 萬 | 0.01% | 00.0% | 不變 |