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。
2025 年第 1 季 13F 持有人
Moelis & Co 在 2025/3/31 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
- 380
- 較 2024 年第 4 季 +32 家
- 持有股數
- 7,433 萬
- 較 2024 年第 4 季 +454.1 萬 (+6.5%)
- 總市值
- $43.4 億
- 較 2024 年第 4 季 −$8.18 億 (−15.9%)
- 新進機構
- 74
- 另有 159 家加碼
- 清倉機構
- 42
- 另有 100 家減碼
另有 4 家機構在 2024 年第 4 季持有、還沒有申報 2025 年第 1 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 |
2025 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Vident Advisory, LLC | 3,823 | $22.3 萬 | 0.00% | +724+23.4% | 加碼 |
| Petros Family Wealth, LLC | 3,870 | $22.6 萬 | 0.25% | +40+1.0% | 加碼 |
| Keybank National Association | 3,983 | $23.2 萬 | 0.00% | +3,983 | 新進 |
| Snowden Capital Advisors LLC | 3,995 | $23.3 萬 | 0.01% | −167−4.0% | 減碼 |
| Princeton Capital Management LLC | 4,000 | $23.3 萬 | 0.08% | +1,000+33.3% | 加碼 |
| Sherbrooke Park Advisers LLC | 4,268 | $24.9 萬 | 0.12% | +4,268 | 新進 |
| CIBC Asset Management Inc | 4,315 | $25.2 萬 | 0.00% | −90−2.0% | 減碼 |
| Tritonpoint Wealth, LLC | 4,492 | $26.2 萬 | 0.02% | 00.0% | 不變 |
| United Services Automobile Association | 4,558 | $26.4 萬 | 0.01% | +4,558 | 新進 |
| Point72 Hong Kong Ltd | 4,612 | $26.9 萬 | 0.02% | +4,612 | 新進 |
| Cambridge Investment Research Advisors, Inc. | 4,663 | $27.2 萬 | 0.00% | +1,393+42.6% | 加碼 |
| Simon Quick Advisors, LLC | 4,718 | $27.5 萬 | 0.02% | +1,250+36.0% | 加碼 |
| Equitable Holdings, Inc. | 4,734 | $27.6 萬 | 0.00% | +134+2.9% | 加碼 |
| Integrated Wealth Concepts LLC | 4,799 | $28.0 萬 | 0.00% | +432+9.9% | 加碼 |
| Heritage Family Offices, LLP | 4,940 | $28.8 萬 | 0.15% | +476+10.7% | 加碼 |
| Aigen Investment Management, LP | 4,996 | $29.2 萬 | 0.05% | +4,996 | 新進 |
| Vestcor Inc | 5,006 | $29.2 萬 | 0.01% | +5,006 | 新進 |
| Trajan Wealth LLC | 5,027 | $29.3 萬 | 0.02% | +1,895+60.5% | 加碼 |
| RSM US Wealth Management LLC | 5,075 | $29.6 萬 | 0.00% | +244+5.1% | 加碼 |
| Capital Investment Advisory Services, LLC | 5,206 | $30.4 萬 | 0.03% | −1,109−17.6% | 減碼 |
| Envestnet Portfolio Solutions, Inc. | 5,257 | $30.7 萬 | 0.00% | −3,147−37.4% | 減碼 |
| Xponance, Inc. | 5,373 | $31.4 萬 | 0.00% | +294+5.8% | 加碼 |
| Private Advisor Group, LLC | 5,536 | $32.3 萬 | 0.00% | −403−6.8% | 減碼 |
| Legato Capital Management LLC | 5,547 | $32.4 萬 | 0.04% | +5,547 | 新進 |
| Hodges Capital Management Inc. | 5,715 | $33.4 萬 | 0.03% | −118,125−95.4% | 減碼 |
| Pinnacle Financial Partners Inc | 5,730 | $33.4 萬 | 0.01% | +5,730 | 新進 |
| Creative Planning | 5,812 | $33.9 萬 | 0.00% | −146−2.5% | 減碼 |
| Riverview Capital Advisers, LLC | 5,980 | $34.9 萬 | 0.11% | 00.0% | 不變 |
| Gamco Investors, Inc. Et Al | 6,000 | $35.0 萬 | 0.00% | +6,000 | 新進 |
| Teza Capital Management LLC | 6,134 | $35.8 萬 | 0.16% | +470+8.3% | 加碼 |
| Callan Family Office, LLC | 6,151 | $35.9 萬 | 0.03% | −13,657−68.9% | 減碼 |
| Quantinno Capital Management LP | 6,230 | $36.4 萬 | 0.00% | +3,437+123.1% | 加碼 |
| Alamea Verwaltungs GmbH | 6,273 | $36.6 萬 | 0.32% | +6,273 | 新進 |
| 111 Capital | 6,289 | $36.7 萬 | 0.07% | +6,289 | 新進 |
| Fulton Bank, N.A. | 6,393 | $37.3 萬 | 0.02% | +350+5.8% | 加碼 |
| Truist Financial Corp | 6,589 | $38.5 萬 | 0.00% | +213+3.3% | 加碼 |
| Dark Forest Capital Management LP | 6,608 | $38.6 萬 | 0.02% | −263−3.8% | 減碼 |
| Aviva PLC | 6,724 | $39.2 萬 | 0.00% | +6,724 | 新進 |
| D.A. Davidson & Co. | 6,766 | $39.5 萬 | 0.00% | 00.0% | 不變 |
| Everence Capital Management Inc | 6,780 | $39.6 萬 | 0.03% | 00.0% | 不變 |
| Franklin Resources Inc | 6,894 | $40.2 萬 | 0.00% | +22+0.3% | 加碼 |
| Cetera Investment Advisers | 6,913 | $40.3 萬 | 0.00% | +623+9.9% | 加碼 |
| Picton Mahoney Asset Management | 7,066 | $41.2 萬 | 0.01% | +7,066 | 新進 |
| O'Rourke & Company, Inc | 7,106 | $41.5 萬 | 0.21% | +294+4.3% | 加碼 |
| Ameritas Investment Partners, Inc. | 7,209 | $42.1 萬 | 0.01% | −185−2.5% | 減碼 |
| Inceptionr LLC | 7,568 | $44.2 萬 | 0.13% | +7,568 | 新進 |
| Public Employees Retirement Association of Colorado | 7,648 | $44.6 萬 | 0.00% | 00.0% | 不變 |
| The PNC Financial Services Group, Inc. | 7,673 | $44.8 萬 | 0.00% | −6,571−46.1% | 減碼 |
| First National Advisers, LLC | 7,825 | $45.7 萬 | 0.07% | +7,825 | 新進 |
| MML Investors Services, LLC | 7,845 | $45.8 萬 | 0.00% | +1,017+14.9% | 加碼 |
| CWM, LLC | 7,945 | $46.4 萬 | 0.00% | +5,409+213.3% | 加碼 |
| Apollon Wealth Management, LLC | 8,292 | $48.4 萬 | 0.01% | −132−1.6% | 減碼 |
| Peak Financial Advisors LLC | 8,567 | $50.0 萬 | 0.25% | +204+2.4% | 加碼 |
| Wesbanco Bank Inc | 8,709 | $50.8 萬 | 0.02% | 00.0% | 不變 |
| Captrust Financial Advisors | 8,718 | $50.9 萬 | 0.00% | +752+9.4% | 加碼 |
| Curated Wealth Partners LLC | 8,906 | $52.0 萬 | 0.07% | +304+3.5% | 加碼 |
| JustInvest LLC | 9,255 | $54.0 萬 | 0.01% | +2,276+32.6% | 加碼 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 9,300 | $54.3 萬 | 0.00% | +9,300 | 新進 |
| Naples Global Advisors, LLC | 9,671 | $56.4 萬 | 0.05% | −500−4.9% | 減碼 |
| Pitcairn Co | 9,798 | $57.2 萬 | 0.03% | +111+1.1% | 加碼 |
| Mariner, LLC | 9,868 | $57.6 萬 | 0.00% | +1,695+20.7% | 加碼 |
| Sanctuary Advisors, LLC | 10,264 | $59.9 萬 | 0.00% | −1,875−15.4% | 減碼 |
| Cornerstone Investment Partners, LLC | 10,272 | $59.9 萬 | 0.03% | +118+1.2% | 加碼 |
| Pictet Asset Management Holding SA | 10,384 | $60.6 萬 | 0.00% | +481+4.9% | 加碼 |
| US Bancorp | 10,847 | $63.3 萬 | 0.00% | +410+3.9% | 加碼 |
| Virtus ETF Advisers LLC | 10,900 | $63.6 萬 | 0.41% | +10,900 | 新進 |
| Advisor Group Holdings, Inc. | 11,112 | $64.9 萬 | 0.00% | +677+6.5% | 加碼 |
| Gsa Capital Partners LLP | 11,278 | $65.8 萬 | 0.06% | +11,278 | 新進 |
| Bank of Montreal | 11,347 | $66.2 萬 | 0.00% | +2,595+29.7% | 加碼 |
| Trust Point Inc. | 11,519 | $67.2 萬 | 0.06% | −6,282−35.3% | 減碼 |
| Banque Pictet & Cie SA | 11,524 | $67.3 萬 | 0.01% | +11,524 | 新進 |
| Squarepoint Ops LLC | 11,623 | $67.8 萬 | 0.00% | +11,623 | 新進 |
| Quantum Private Wealth, LLC | 11,752 | $68.6 萬 | 0.26% | 00.0% | 不變 |
| Invst, LLC | 11,792 | $68.8 萬 | 0.09% | +11,792 | 新進 |
| Mercer Global Advisors Inc | 12,051 | $70.3 萬 | 0.00% | +7,521+166.0% | 加碼 |
| Impact Capital Partners LLC | 12,257 | $71.5 萬 | 0.26% | +1,160+10.5% | 加碼 |
| Elo Mutual Pension Insurance Co | 12,430 | $72.5 萬 | 0.02% | +12,430 | 新進 |
| Argent Trust Co | 12,997 | $75.9 萬 | 0.03% | +3,408+35.5% | 加碼 |
| XTX Topco Ltd | 13,078 | $76.3 萬 | 0.04% | +9,244+241.1% | 加碼 |
| Scientech Research LLC | 13,875 | $81.0 萬 | 0.21% | +13,875 | 新進 |
| KLP Kapitalforvaltning AS | 13,900 | $81.1 萬 | 0.00% | −800−5.4% | 減碼 |
| Steward Partners Investment Advisory, LLC | 14,090 | $82.2 萬 | 0.01% | +4,346+44.6% | 加碼 |
| State of Wisconsin Investment Board | 14,182 | $82.8 萬 | 0.00% | +3,528+33.1% | 加碼 |
| Mitsubishi UFJ Trust & Banking Corp | 14,415 | $84.1 萬 | 0.00% | +14,415 | 新進 |
| Resources Investment Advisors, LLC. | 14,482 | $84.5 萬 | 0.01% | +581+4.2% | 加碼 |
| Integrated Quantitative Investments LLC | 14,500 | $84.6 萬 | 0.42% | 00.0% | 不變 |
| State of Wyoming | 14,600 | $85.2 萬 | 0.11% | +4,163+39.9% | 加碼 |
| Harbor Advisors LLC | 14,800 | $86.4 萬 | 0.15% | 00.0% | 不變 |
| New England Research & Management, Inc. | 15,125 | $88.3 萬 | 0.45% | −100−0.7% | 減碼 |
| Police & Firemen's Retirement System of New Jersey | 15,431 | $90.1 萬 | 0.01% | 00.0% | 不變 |
| SkyView Investment Advisors, LLC | 15,472 | $90.3 萬 | 0.14% | +1,024+7.1% | 加碼 |
| Marshall Wace, LLP | 15,543 | $90.7 萬 | 0.00% | +15,543 | 新進 |
| CIBC World Markets Corp | 15,682 | $91.5 萬 | 0.01% | +9,069+137.1% | 加碼 |
| Campbell Newman Asset Management Inc | 15,943 | $93.0 萬 | 0.08% | −55−0.3% | 減碼 |
| Handelsbanken Fonder AB | 15,951 | $93.1 萬 | 0.00% | 00.0% | 不變 |
| Oregon Public Employees Retirement Fund | 16,155 | $94.3 萬 | 0.02% | −460−2.8% | 減碼 |
| New York State Teachers Retirement System | 16,500 | $96.3 萬 | 0.00% | −700−4.1% | 減碼 |
| ProShare Advisors LLC | 16,642 | $97.1 萬 | 0.00% | −4,656−21.9% | 減碼 |
| Ieq Capital, LLC | 16,707 | $97.5 萬 | 0.01% | +16,707 | 新進 |
| BNP Paribas Arbitrage, SA | 16,793 | $98.0 萬 | 0.00% | −6,149−26.8% | 減碼 |