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 2 季 13F 持有人
Moelis & Co 在 2025/6/30 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
- 376
- 較 2025 年第 1 季 −2 家
- 持有股數
- 7,605 萬
- 較 2025 年第 1 季 +176.5 萬 (+2.4%)
- 總市值
- $47.4 億
- 較 2025 年第 1 季 +$4.07 億 (+9.4%)
- 新進機構
- 58
- 另有 164 家加碼
- 清倉機構
- 60
- 另有 113 家減碼
另有 2 家機構在 2025 年第 1 季持有、還沒有申報 2025 年第 2 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 2 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 2025 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Lazard Asset Management LLC | 3,093 | $19.2 萬 | 0.00% | +2,313+296.5% | 加碼 |
| Covestor Ltd | 3,150 | $19.6 萬 | 0.12% | +2,994+1,919.2% | 加碼 |
| Nisa Investment Advisors, LLC | 3,241 | $20.2 萬 | 0.00% | +298+10.1% | 加碼 |
| Simon Quick Advisors, LLC | 3,282 | $20.5 萬 | 0.01% | −1,436−30.4% | 減碼 |
| Venturi Wealth Management, LLC | 3,305 | $20.6 萬 | 0.01% | −321−8.9% | 減碼 |
| AE Wealth Management LLC | 3,317 | $20.7 萬 | 0.00% | +3,317 | 新進 |
| Legacy Capital Wealth Partners, LLC | 3,320 | $20.7 萬 | 0.05% | +3,320 | 新進 |
| Profund Advisors LLC | 3,427 | $21.4 萬 | 0.01% | +3,427 | 新進 |
| Avantax Advisory Services, Inc. | 3,452 | $21.5 萬 | 0.00% | +3,452 | 新進 |
| Cambridge Investment Research Advisors, Inc. | 3,501 | $21.8 萬 | 0.00% | −1,162−24.9% | 減碼 |
| Walleye Trading LLC | 3,629 | $22.6 萬 | 0.01% | +3,629 | 新進 |
| Vident Advisory, LLC | 3,655 | $22.8 萬 | 0.00% | −168−4.4% | 減碼 |
| Petros Family Wealth, LLC | 3,897 | $24.3 萬 | 0.22% | +27+0.7% | 加碼 |
| Portside Wealth Group, LLC | 3,954 | $24.6 萬 | 0.04% | +3,954 | 新進 |
| Qsemble Capital Management, LP | 3,989 | $24.9 萬 | 0.02% | +3,989 | 新進 |
| Princeton Capital Management LLC | 4,000 | $24.9 萬 | 0.07% | 00.0% | 不變 |
| Riverview Capital Advisers, LLC | 4,034 | $25.1 萬 | 0.07% | −1,946−32.5% | 減碼 |
| Snowden Capital Advisors LLC | 4,069 | $25.4 萬 | 0.01% | +74+1.9% | 加碼 |
| Equitable Holdings, Inc. | 4,080 | $25.4 萬 | 0.00% | −654−13.8% | 減碼 |
| Franklin Resources Inc | 4,315 | $26.9 萬 | 0.00% | −2,579−37.4% | 減碼 |
| TownSquare Capital, LLC | 4,325 | $27.0 萬 | 0.03% | −16,277−79.0% | 減碼 |
| DGS Capital Management, LLC | 4,436 | $27.6 萬 | 0.06% | +4,436 | 新進 |
| CIBC Asset Management Inc | 4,460 | $27.8 萬 | 0.00% | +145+3.4% | 加碼 |
| Tritonpoint Wealth, LLC | 4,492 | $28.0 萬 | 0.03% | 00.0% | 不變 |
| Heritage Family Offices, LLP | 4,940 | $28.6 萬 | 0.14% | 00.0% | 不變 |
| Oxford Asset Management LLP | 4,697 | $29.3 萬 | 0.10% | +4,697 | 新進 |
| Jump Financial, LLC | 4,769 | $29.7 萬 | 0.00% | −55,112−92.0% | 減碼 |
| Envestnet Portfolio Solutions, Inc. | 4,889 | $30.5 萬 | 0.00% | −368−7.0% | 減碼 |
| Vestcor Inc | 5,006 | $31.2 萬 | 0.01% | 00.0% | 不變 |
| Everence Capital Management Inc | 5,190 | $32.3 萬 | 0.02% | −1,590−23.5% | 減碼 |
| Capital Investment Advisory Services, LLC | 5,211 | $32.5 萬 | 0.03% | +5+0.1% | 加碼 |
| RSM US Wealth Management LLC | 5,354 | $33.4 萬 | 0.00% | +279+5.5% | 加碼 |
| Merit Financial Group, LLC | 5,429 | $33.8 萬 | 0.00% | +5,429 | 新進 |
| Commonwealth Equity Services, LLC | 5,538 | $34.5 萬 | 0.00% | +5,538 | 新進 |
| Legato Capital Management LLC | 5,547 | $34.6 萬 | 0.04% | 00.0% | 不變 |
| Integrated Wealth Concepts LLC | 5,682 | $35.4 萬 | 0.00% | +883+18.4% | 加碼 |
| Private Advisor Group, LLC | 5,704 | $35.5 萬 | 0.00% | +168+3.0% | 加碼 |
| Xponance, Inc. | 5,794 | $36.1 萬 | 0.00% | +421+7.8% | 加碼 |
| DRW Securities, LLC | 5,831 | $36.3 萬 | 0.03% | +5,831 | 新進 |
| Pinnacle Financial Partners Inc | 5,865 | $36.6 萬 | 0.01% | +135+2.4% | 加碼 |
| Advisory Services Network, LLC | 5,247 | $36.8 萬 | 0.01% | +5,247 | 新進 |
| Gamco Investors, Inc. Et Al | 6,000 | $37.4 萬 | 0.00% | 00.0% | 不變 |
| SummitTX Capital, L.P. | 6,065 | $37.8 萬 | 0.02% | +6,065 | 新進 |
| Trajan Wealth LLC | 6,092 | $38.0 萬 | 0.02% | +1,065+21.2% | 加碼 |
| Axq Capital, LP | 6,201 | $38.6 萬 | 0.12% | +6,201 | 新進 |
| Alamea Verwaltungs GmbH | 6,273 | $39.1 萬 | 0.29% | 00.0% | 不變 |
| Tower Research Capital LLC (TRC) | 6,367 | $39.7 萬 | 0.01% | +4,380+220.4% | 加碼 |
| O'Rourke & Company, Inc | 6,496 | $40.5 萬 | 0.19% | −610−8.6% | 減碼 |
| Fulton Bank, N.A. | 6,581 | $41.0 萬 | 0.02% | +188+2.9% | 加碼 |
| Creative Planning | 6,639 | $41.4 萬 | 0.00% | +827+14.2% | 加碼 |
| Keybank National Association | 6,677 | $41.6 萬 | 0.00% | +2,694+67.6% | 加碼 |
| D.A. Davidson & Co. | 6,766 | $42.2 萬 | 0.00% | 00.0% | 不變 |
| Trust Point Inc. | 6,884 | $42.9 萬 | 0.04% | −4,635−40.2% | 減碼 |
| Picton Mahoney Asset Management | 7,161 | $44.6 萬 | 0.01% | +95+1.3% | 加碼 |
| Kestra Investment Management, LLC | 7,325 | $45.1 萬 | 0.01% | +5,862+400.7% | 加碼 |
| Pensionmark Financial Group, LLC | 7,268 | $45.3 萬 | 0.01% | +7,268 | 新進 |
| CI Private Wealth, LLC | 7,314 | $45.6 萬 | 0.00% | +7,314 | 新進 |
| Cetera Investment Advisers | 7,378 | $46.0 萬 | 0.00% | +465+6.7% | 加碼 |
| Drucker Wealth 3.0, LLC | 6,846 | $46.7 萬 | 0.09% | +6,846 | 新進 |
| Ameritas Investment Partners, Inc. | 7,592 | $47.3 萬 | 0.01% | +383+5.3% | 加碼 |
| Public Employees Retirement Association of Colorado | 7,648 | $47.7 萬 | 0.00% | 00.0% | 不變 |
| Apollon Wealth Management, LLC | 7,707 | $48.0 萬 | 0.01% | −585−7.1% | 減碼 |
| American Century Companies Inc | 7,885 | $49.1 萬 | 0.00% | +7,885 | 新進 |
| Blueshift Asset Management, LLC | 7,895 | $49.2 萬 | 0.15% | +7,895 | 新進 |
| Aviva PLC | 8,097 | $50.5 萬 | 0.00% | +1,373+20.4% | 加碼 |
| Pitcairn Co | 8,270 | $51.5 萬 | 0.03% | −1,528−15.6% | 減碼 |
| MML Investors Services, LLC | 8,307 | $51.8 萬 | 0.00% | +462+5.9% | 加碼 |
| First National Advisers, LLC | 8,316 | $51.8 萬 | 0.08% | +491+6.3% | 加碼 |
| Wesbanco Bank Inc | 8,709 | $54.3 萬 | 0.02% | 00.0% | 不變 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 8,776 | $54.7 萬 | 0.00% | −524−5.6% | 減碼 |
| Peak Financial Advisors LLC | 8,814 | $54.9 萬 | 0.28% | +247+2.9% | 加碼 |
| Quantinno Capital Management LP | 8,831 | $55.0 萬 | 0.00% | +2,601+41.7% | 加碼 |
| Curated Wealth Partners LLC | 9,021 | $56.2 萬 | 0.07% | +115+1.3% | 加碼 |
| The PNC Financial Services Group, Inc. | 9,122 | $56.8 萬 | 0.00% | +1,449+18.9% | 加碼 |
| CIBC World Markets Corp | 9,163 | $57.1 萬 | 0.00% | −6,519−41.6% | 減碼 |
| Quest Partners LLC | 9,422 | $58.7 萬 | 0.06% | −22,649−70.6% | 減碼 |
| Pictet Asset Management Holding SA | 9,527 | $59.4 萬 | 0.00% | −857−8.3% | 減碼 |
| Mutual of America Capital Management LLC | 9,530 | $59.4 萬 | 0.01% | −50,743−84.2% | 減碼 |
| Naples Global Advisors, LLC | 9,671 | $60.3 萬 | 0.05% | 00.0% | 不變 |
| Mackenzie Financial Corp | 9,873 | $61.5 萬 | 0.00% | −17,888−64.4% | 減碼 |
| CWM, LLC | 9,999 | $62.3 萬 | 0.00% | +2,054+25.9% | 加碼 |
| Truist Financial Corp | 10,018 | $62.4 萬 | 0.00% | +3,429+52.0% | 加碼 |
| Captrust Financial Advisors | 10,029 | $62.5 萬 | 0.00% | +1,311+15.0% | 加碼 |
| HSBC Holdings PLC | 10,078 | $63.1 萬 | 0.00% | −26,855−72.7% | 減碼 |
| US Bancorp | 10,198 | $63.6 萬 | 0.00% | −649−6.0% | 減碼 |
| State of Wyoming | 10,227 | $63.7 萬 | 0.08% | −4,373−30.0% | 減碼 |
| Mercer Global Advisors Inc | 10,342 | $64.4 萬 | 0.00% | −1,709−14.2% | 減碼 |
| Cornerstone Investment Partners, LLC | 10,353 | $64.5 萬 | 0.03% | +81+0.8% | 加碼 |
| Edgestream Partners, L.P. | 10,374 | $64.7 萬 | 0.02% | −115,852−91.8% | 減碼 |
| Sanctuary Advisors, LLC | 10,851 | $67.6 萬 | 0.00% | +587+5.7% | 加碼 |
| Geneos Wealth Management Inc. | 11,302 | $70.4 萬 | 0.02% | +11,220+13,682.9% | 加碼 |
| Invst, LLC | 11,331 | $70.6 萬 | 0.09% | −461−3.9% | 減碼 |
| Sierra Summit Advisors LLC | 11,561 | $72.0 萬 | 0.13% | +11,561 | 新進 |
| Quantum Private Wealth, LLC | 11,752 | $73.2 萬 | 0.24% | 00.0% | 不變 |
| Impact Capital Partners LLC | 11,853 | $73.9 萬 | 0.24% | −404−3.3% | 減碼 |
| Bank of Montreal | 12,088 | $75.3 萬 | 0.00% | +741+6.5% | 加碼 |
| JustInvest LLC | 12,274 | $76.5 萬 | 0.01% | +3,019+32.6% | 加碼 |
| State of Wisconsin Investment Board | 13,207 | $82.3 萬 | 0.00% | −975−6.9% | 減碼 |
| Argent Trust Co | 13,563 | $84.5 萬 | 0.03% | +566+4.4% | 加碼 |
| Quantbot Technologies LP | 13,789 | $85.9 萬 | 0.02% | −17,036−55.3% | 減碼 |