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 3 季 13F 持有人
Moelis & Co 在 2025/9/30 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
- 397
- 較 2025 年第 2 季 +25 家
- 持有股數
- 7,575 萬
- 較 2025 年第 2 季 +20.9 萬 (+0.3%)
- 總市值
- $54.0 億
- 較 2025 年第 2 季 +$6.89 億 (+14.6%)
- 新進機構
- 60
- 另有 168 家加碼
- 清倉機構
- 35
- 另有 118 家減碼
另有 4 家機構在 2025 年第 2 季持有、還沒有申報 2025 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 |
2025 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 2025 年第 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Essential Partners LLC | 2,211 | $15.8 萬 | 0.05% | 00.0% | 不變 |
| Huntington National Bank | 2,275 | $16.2 萬 | 0.00% | 00.0% | 不變 |
| Vise Technologies, Inc. | 2,896 | $20.7 萬 | 0.01% | +2,896 | 新進 |
| Tower Research Capital LLC (TRC) | 2,903 | $20.7 萬 | 0.01% | −3,464−54.4% | 減碼 |
| Parkside Financial Bank & Trust | 2,946 | $21.0 萬 | 0.02% | 00.0% | 不變 |
| Covestor Ltd | 2,973 | $21.2 萬 | 0.12% | −177−5.6% | 減碼 |
| Waterloo Capital, L.P. | 2,990 | $21.3 萬 | 0.02% | +2,990 | 新進 |
| Sage Rhino Capital LLC | 2,990 | $21.3 萬 | 0.04% | +2,990 | 新進 |
| Pallas Capital Advisors LLC | 3,012 | $21.5 萬 | 0.01% | +3,012 | 新進 |
| Evoke Wealth, LLC | 3,020 | $21.5 萬 | 0.00% | +3,020 | 新進 |
| HSBC Holdings PLC | 3,075 | $21.9 萬 | 0.00% | −7,003−69.5% | 減碼 |
| Colony Group, LLC | 3,122 | $22.3 萬 | 0.00% | +3,122 | 新進 |
| PharVision Advisers, LLC | 3,158 | $22.5 萬 | 0.13% | +3,158 | 新進 |
| GW Henssler & Associates Ltd | 3,252 | $23.2 萬 | 0.01% | +3,252 | 新進 |
| Simon Quick Advisors, LLC | 3,282 | $23.4 萬 | 0.01% | 00.0% | 不變 |
| Qsemble Capital Management, LP | 3,292 | $23.5 萬 | 0.02% | −697−17.5% | 減碼 |
| Venturi Wealth Management, LLC | 3,305 | $23.6 萬 | 0.01% | 00.0% | 不變 |
| SummitTX Capital, L.P. | 3,327 | $23.7 萬 | 0.01% | −2,738−45.1% | 減碼 |
| Legacy Capital Wealth Partners, LLC | 3,330 | $23.7 萬 | 0.05% | +10+0.3% | 加碼 |
| Profund Advisors LLC | 3,348 | $23.9 萬 | 0.01% | −79−2.3% | 減碼 |
| Swiss Life Asset Management Ltd | 3,421 | $24.4 萬 | 0.00% | +3,421 | 新進 |
| QRG Capital Management, Inc. | 3,493 | $24.9 萬 | 0.00% | +3,493 | 新進 |
| Nisa Investment Advisors, LLC | 3,524 | $25.1 萬 | 0.00% | +283+8.7% | 加碼 |
| AE Wealth Management LLC | 3,572 | $25.5 萬 | 0.00% | +255+7.7% | 加碼 |
| Equitable Holdings, Inc. | 3,580 | $25.5 萬 | 0.00% | −500−12.3% | 減碼 |
| Petros Family Wealth, LLC | 3,587 | $25.6 萬 | 0.21% | −310−8.0% | 減碼 |
| Portside Wealth Group, LLC | 3,821 | $27.3 萬 | 0.04% | −133−3.4% | 減碼 |
| Snowden Capital Advisors LLC | 3,973 | $28.3 萬 | 0.01% | −96−2.4% | 減碼 |
| Princeton Capital Management LLC | 4,000 | $28.5 萬 | 0.08% | 00.0% | 不變 |
| Cambridge Investment Research Advisors, Inc. | 4,007 | $28.6 萬 | 0.00% | +506+14.5% | 加碼 |
| Riverview Capital Advisers, LLC | 4,034 | $28.8 萬 | 0.08% | 00.0% | 不變 |
| Jackson Square Capital, LLC | 4,137 | $29.5 萬 | 0.06% | +4,137 | 新進 |
| CIBC Asset Management Inc | 4,396 | $31.4 萬 | 0.00% | −64−1.4% | 減碼 |
| Tritonpoint Wealth, LLC | 4,492 | $32.0 萬 | 0.03% | 00.0% | 不變 |
| Envestnet Portfolio Solutions, Inc. | 4,538 | $32.4 萬 | 0.00% | −351−7.2% | 減碼 |
| DGS Capital Management, LLC | 4,583 | $32.7 萬 | 0.06% | +147+3.3% | 加碼 |
| Jacobs Levy Equity Management, Inc | 4,675 | $33.3 萬 | 0.00% | +4,675 | 新進 |
| SRS Capital Advisors, Inc. | 4,777 | $34.1 萬 | 0.00% | +4,482+1,519.3% | 加碼 |
| Benjamin Edwards Inc | 4,787 | $34.1 萬 | 0.00% | +4,787 | 新進 |
| Rockefeller Capital Management L.P. | 4,964 | $35.4 萬 | 0.00% | +4,964 | 新進 |
| Fox Run Management, L.L.C. | 5,097 | $36.4 萬 | 0.06% | +5,097 | 新進 |
| Trajan Wealth LLC | 5,112 | $36.5 萬 | 0.02% | −980−16.1% | 減碼 |
| Everence Capital Management Inc | 5,190 | $37.0 萬 | 0.02% | 00.0% | 不變 |
| MQS Management LLC | 5,212 | $37.2 萬 | 0.22% | +5,212 | 新進 |
| Capital Investment Advisory Services, LLC | 5,214 | $37.2 萬 | 0.03% | +3+0.1% | 加碼 |
| Bank of Montreal | 5,252 | $37.5 萬 | 0.00% | −6,836−56.6% | 減碼 |
| Bridgefront Capital, LLC | 5,258 | $37.5 萬 | 0.11% | +5,258 | 新進 |
| New England Research & Management, Inc. | 5,425 | $38.7 萬 | 0.18% | −9,950−64.7% | 減碼 |
| Heritage Family Offices, LLP | 5,446 | $38.8 萬 | 0.18% | +506+10.2% | 加碼 |
| RSM US Wealth Management LLC | 5,500 | $39.2 萬 | 0.01% | +146+2.7% | 加碼 |
| Kestra Investment Management, LLC | 5,731 | $40.9 萬 | 0.01% | −1,594−21.8% | 減碼 |
| Advisory Services Network, LLC | 5,748 | $41.0 萬 | 0.01% | +501+9.5% | 加碼 |
| Merit Financial Group, LLC | 5,850 | $41.7 萬 | 0.00% | +421+7.8% | 加碼 |
| Xponance, Inc. | 5,863 | $41.8 萬 | 0.00% | +69+1.2% | 加碼 |
| Pinnacle Financial Partners Inc | 5,906 | $42.1 萬 | 0.01% | +41+0.7% | 加碼 |
| We Are One Seven, LLC | 5,934 | $42.3 萬 | 0.01% | +5,934 | 新進 |
| Gamco Investors, Inc. Et Al | 6,000 | $42.8 萬 | 0.00% | 00.0% | 不變 |
| Private Advisor Group, LLC | 6,098 | $43.5 萬 | 0.00% | +394+6.9% | 加碼 |
| Ameritas Investment Partners, Inc. | 6,213 | $44.3 萬 | 0.01% | −1,379−18.2% | 減碼 |
| Alamea Verwaltungs GmbH | 6,273 | $44.7 萬 | 0.31% | 00.0% | 不變 |
| O'Rourke & Company, Inc | 6,517 | $46.5 萬 | 0.19% | +21+0.3% | 加碼 |
| Aviva PLC | 6,582 | $46.9 萬 | 0.00% | −1,515−18.7% | 減碼 |
| Financiere des Professionnels - Fonds d,investissement inc. | 6,603 | $47.1 萬 | 0.03% | +6,603 | 新進 |
| Fulton Bank, N.A. | 6,678 | $47.6 萬 | 0.02% | +97+1.5% | 加碼 |
| Keybank National Association | 6,686 | $47.7 萬 | 0.00% | +9+0.1% | 加碼 |
| D.A. Davidson & Co. | 6,766 | $48.3 萬 | 0.00% | 00.0% | 不變 |
| Pitcairn Co | 6,888 | $49.1 萬 | 0.04% | −1,382−16.7% | 減碼 |
| State of Wisconsin Investment Board | 7,114 | $50.7 萬 | 0.00% | −6,093−46.1% | 減碼 |
| Apollon Wealth Management, LLC | 7,241 | $51.6 萬 | 0.01% | −466−6.0% | 減碼 |
| CI Private Wealth, LLC | 7,304 | $52.1 萬 | 0.00% | −10−0.1% | 減碼 |
| SG Americas Securities, LLC | 7,307 | $52.1 萬 | 0.00% | +4,770+188.0% | 加碼 |
| Pensionmark Financial Group, LLC | 7,329 | $52.3 萬 | 0.01% | +61+0.8% | 加碼 |
| Caxton Associates LLP | 7,481 | $53.4 萬 | 0.01% | +7,481 | 新進 |
| Public Employees Retirement Association of Colorado | 7,648 | $54.5 萬 | 0.00% | 00.0% | 不變 |
| Creative Planning | 7,659 | $54.6 萬 | 0.00% | +1,020+15.4% | 加碼 |
| CIBC Bancorp USA Inc. | 7,927 | $56.5 萬 | 0.00% | +7,927 | 新進 |
| The PNC Financial Services Group, Inc. | 8,069 | $57.5 萬 | 0.00% | −1,053−11.5% | 減碼 |
| Commonwealth Equity Services, LLC | 8,078 | $57.6 萬 | 0.00% | +2,540+45.9% | 加碼 |
| MML Investors Services, LLC | 8,086 | $57.7 萬 | 0.00% | −221−2.7% | 減碼 |
| Mutual of America Capital Management LLC | 8,309 | $59.3 萬 | 0.01% | −1,221−12.8% | 減碼 |
| Trust Point Inc. | 8,667 | $61.8 萬 | 0.05% | +1,783+25.9% | 加碼 |
| Wesbanco Bank Inc | 8,709 | $62.1 萬 | 0.02% | 00.0% | 不變 |
| XTX Topco Ltd | 8,711 | $62.1 萬 | 0.03% | −7,040−44.7% | 減碼 |
| First National Advisers, LLC | 8,720 | $62.2 萬 | 0.08% | +404+4.9% | 加碼 |
| Peak Financial Advisors LLC | 8,779 | $62.6 萬 | 0.30% | −35−0.4% | 減碼 |
| Entropy Technologies, LP | 8,995 | $64.2 萬 | 0.05% | +8,995 | 新進 |
| Curated Wealth Partners LLC | 9,389 | $67.0 萬 | 0.08% | +368+4.1% | 加碼 |
| Brevan Howard Capital Management LP | 9,400 | $67.0 萬 | 0.01% | +9,400 | 新進 |
| Integrated Wealth Concepts LLC | 9,455 | $67.4 萬 | 0.01% | +3,773+66.4% | 加碼 |
| State of Wyoming | 9,459 | $67.5 萬 | 0.08% | −768−7.5% | 減碼 |
| Naples Global Advisors, LLC | 9,621 | $68.6 萬 | 0.05% | −50−0.5% | 減碼 |
| HRT Financial LP | 9,939 | $70.8 萬 | 0.00% | +9,939 | 新進 |
| US Bancorp | 10,081 | $71.9 萬 | 0.00% | −117−1.1% | 減碼 |
| CWM, LLC | 10,236 | $73.0 萬 | 0.00% | +237+2.4% | 加碼 |
| Captrust Financial Advisors | 10,246 | $73.1 萬 | 0.00% | +217+2.2% | 加碼 |
| Versor Investments LP | 10,300 | $73.5 萬 | 0.14% | +10,300 | 新進 |
| Cornerstone Investment Partners, LLC | 10,419 | $74.3 萬 | 0.03% | +66+0.6% | 加碼 |
| Truist Financial Corp | 10,639 | $75.9 萬 | 0.00% | +621+6.2% | 加碼 |
| Maryland State Retirement & Pension System | 10,664 | $76.1 萬 | 0.02% | −11,137−51.1% | 減碼 |
| Franklin Resources Inc | 10,669 | $76.1 萬 | 0.00% | +6,354+147.3% | 加碼 |