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 |
|---|---|---|---|---|---|
| Cetera Investment Advisers | 10,714 | $76.4 萬 | 0.00% | +3,336+45.2% | 加碼 |
| Pictet Asset Management Holding SA | 10,717 | $76.4 萬 | 0.00% | +1,190+12.5% | 加碼 |
| Susquehanna International Group, LLP | 10,902 | $77.8 萬 | 0.00% | −80,647−88.1% | 減碼 |
| Invst, LLC | 10,997 | $78.4 萬 | 0.09% | −334−2.9% | 減碼 |
| Sanctuary Advisors, LLC | 11,064 | $78.9 萬 | 0.00% | +213+2.0% | 加碼 |
| Geneos Wealth Management Inc. | 11,160 | $79.6 萬 | 0.02% | −142−1.3% | 減碼 |
| Quantum Private Wealth, LLC | 11,752 | $83.8 萬 | 0.24% | 00.0% | 不變 |
| Jane Street Group, LLC | 11,772 | $84.0 萬 | 0.00% | +11,772 | 新進 |
| Impact Capital Partners LLC | 12,000 | $85.6 萬 | 0.26% | +147+1.2% | 加碼 |
| Y-Intercept (Hong Kong) Ltd | 12,254 | $87.4 萬 | 0.02% | −56,974−82.3% | 減碼 |
| Mercer Global Advisors Inc | 12,675 | $90.4 萬 | 0.00% | +2,333+22.6% | 加碼 |
| Mariner, LLC | 12,856 | $91.7 萬 | 0.00% | −2,723−17.5% | 減碼 |
| Argent Trust Co | 13,297 | $94.8 萬 | 0.03% | −266−2.0% | 減碼 |
| J2 Capital Management Inc | 13,536 | $96.5 萬 | 0.73% | +13,536 | 新進 |
| Advisor Group Holdings, Inc. | 13,598 | $97.9 萬 | 0.00% | −219−1.6% | 減碼 |
| Drucker Wealth 3.0, LLC | 13,812 | $98.5 萬 | 0.18% | +6,966+101.8% | 加碼 |
| ProShare Advisors LLC | 14,005 | $99.9 萬 | 0.00% | −2,590−15.6% | 減碼 |
| Steward Partners Investment Advisory, LLC | 14,539 | $103.7 萬 | 0.01% | +136+0.9% | 加碼 |
| JustInvest LLC | 14,633 | $104.4 萬 | 0.01% | +2,359+19.2% | 加碼 |
| Jump Financial, LLC | 14,700 | $104.8 萬 | 0.01% | +9,931+208.2% | 加碼 |
| Virginia Retirement Systems Et Al | 14,700 | $104.8 萬 | 0.01% | +14,700 | 新進 |
| Harbor Advisors LLC | 14,800 | $105.6 萬 | 0.16% | 00.0% | 不變 |
| ISAM Funds (UK) Ltd | 15,300 | $109.1 萬 | 0.22% | +15,300 | 新進 |
| KLP Kapitalforvaltning AS | 15,500 | $110.5 萬 | 0.00% | +800+5.4% | 加碼 |
| Resources Investment Advisors, LLC. | 15,641 | $111.5 萬 | 0.01% | −39−0.2% | 減碼 |
| Handelsbanken Fonder AB | 15,951 | $113.8 萬 | 0.00% | 00.0% | 不變 |
| Legato Capital Management LLC | 16,590 | $118.3 萬 | 0.13% | +11,043+199.1% | 加碼 |
| SkyView Investment Advisors, LLC | 16,607 | $118.4 萬 | 0.15% | +375+2.3% | 加碼 |
| Oregon Public Employees Retirement Fund | 16,755 | $119.5 萬 | 0.02% | −200−1.2% | 減碼 |
| Campbell Newman Asset Management Inc | 17,158 | $122.4 萬 | 0.09% | +71+0.4% | 加碼 |
| Quantinno Capital Management LP | 17,450 | $124.5 萬 | 0.00% | +8,619+97.6% | 加碼 |
| Integrated Quantitative Investments LLC | 17,652 | $125.9 萬 | 0.36% | +19+0.1% | 加碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 18,891 | $134.7 萬 | 0.01% | −155−0.8% | 減碼 |
| State Board of Administration of Florida Retirement System | 19,010 | $135.6 萬 | 0.00% | −23−0.1% | 減碼 |
| Cerity Partners LLC | 19,777 | $141.0 萬 | 0.00% | −1,157−5.5% | 減碼 |
| Teachers Retirement System of the State of Kentucky | 20,109 | $143.4 萬 | 0.01% | 00.0% | 不變 |
| STRS Ohio | 20,200 | $144.1 萬 | 0.01% | −1,100−5.2% | 減碼 |
| Police & Firemen's Retirement System of New Jersey | 20,567 | $146.7 萬 | 0.01% | +3,843+23.0% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 20,680 | $147.5 萬 | 0.00% | 00.0% | 不變 |
| Landscape Capital Management, L.L.C. | 21,090 | $150.4 萬 | 0.10% | +21,090 | 新進 |
| Greenwood Capital Associates LLC | 21,118 | $150.6 萬 | 0.17% | −927−4.2% | 減碼 |
| Amalgamated Bank | 21,233 | $151.4 萬 | 0.01% | +220+1.0% | 加碼 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 21,642 | $154.4 萬 | 0.00% | +12,866+146.6% | 加碼 |
| Arizona State Retirement System | 21,951 | $156.6 萬 | 0.01% | +1,344+6.5% | 加碼 |
| Assenagon Asset Management S.A. | 22,368 | $159.5 萬 | 0.00% | −3,640−14.0% | 減碼 |
| Atria Investments LLC | 23,264 | $165.9 萬 | 0.02% | −610−2.6% | 減碼 |
| Hennion & Walsh Asset Management, Inc. | 23,316 | $166.3 萬 | 0.06% | −1,090−4.5% | 減碼 |
| Yousif Capital Management, LLC | 23,735 | $169.3 萬 | 0.02% | −4,662−16.4% | 減碼 |
| Strata Wealth Advisors, LLC | 23,903 | $170.5 萬 | 0.45% | −561−2.3% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 24,094 | $171.8 萬 | 0.01% | +5,036+26.4% | 加碼 |
| Gabelli Funds LLC | 24,550 | $175.1 萬 | 0.01% | +300+1.2% | 加碼 |
| M&T Bank Corp | 25,296 | $180.4 萬 | 0.01% | −2,092−7.6% | 減碼 |
| Diversify Advisory Services, LLC | 28,951 | $183.5 萬 | 0.06% | +3,626+14.3% | 加碼 |
| Intech Investment Management LLC | 27,218 | $194.1 萬 | 0.02% | −2,036−7.0% | 減碼 |
| Russell Investments Group, Ltd. | 27,321 | $194.9 萬 | 0.00% | +6,749+32.8% | 加碼 |
| Salvus Wealth Management, LLC | 27,550 | $196.5 萬 | 1.10% | +100+0.4% | 加碼 |
| Federated Hermes, Inc. | 27,786 | $198.2 萬 | 0.00% | +1,215+4.6% | 加碼 |
| Sandler Capital Management | 28,120 | $200.6 萬 | 0.74% | +28,120 | 新進 |
| Morningstar Investment Management LLC | 28,387 | $202.5 萬 | 0.07% | +28,387 | 新進 |
| New York State Teachers Retirement System | 28,479 | $203.1 萬 | 0.00% | +4,247+17.5% | 加碼 |
| Zacks Investment Management | 30,008 | $214.0 萬 | 0.02% | +30,008 | 新進 |
| Eagle Rock Investment Company, LLC | 30,105 | $214.7 萬 | 0.32% | 00.0% | 不變 |
| State of New Jersey Common Pension Fund D | 30,658 | $218.7 萬 | 0.01% | −2,636−7.9% | 減碼 |
| Janney Montgomery Scott LLC | 30,940 | $220.7 萬 | 0.01% | +4,321+16.2% | 加碼 |
| Toroso Investments, LLC | 31,039 | $221.4 萬 | 0.01% | +1,848+6.3% | 加碼 |
| First Trust Advisors LP | 31,709 | $226.1 萬 | 0.00% | −15,416−32.7% | 減碼 |
| AlTi Global, Inc. | 31,745 | $226.4 萬 | 0.05% | −821−2.5% | 減碼 |
| Cresset Asset Management, LLC | 32,830 | $234.1 萬 | 0.01% | +1,678+5.4% | 加碼 |
| Fred Alger Management, LLC | 32,969 | $235.1 萬 | 0.01% | +68+0.2% | 加碼 |
| Qube Research & Technologies Ltd | 33,032 | $235.6 萬 | 0.00% | −248,250−88.3% | 減碼 |
| Man Group plc | 33,284 | $237.4 萬 | 0.00% | −26,168−44.0% | 減碼 |
| Louisiana State Employees Retirement System | 34,100 | $243.2 萬 | 0.04% | −600−1.7% | 減碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 34,547 | $246.4 萬 | 0.00% | −6,188−15.2% | 減碼 |
| Pathstone Holdings, LLC | 35,586 | $253.8 萬 | 0.01% | +143+0.4% | 加碼 |
| American Century Companies Inc | 35,716 | $254.7 萬 | 0.00% | +27,831+353.0% | 加碼 |
| Verition Fund Management LLC | 36,401 | $259.6 萬 | 0.01% | +21,875+150.6% | 加碼 |
| Moran Wealth Management, LLC | 37,988 | $270.9 萬 | 0.08% | +156+0.4% | 加碼 |
| Illinois Municipal Retirement Fund | 38,134 | $272.0 萬 | 0.03% | +525+1.4% | 加碼 |
| Ensign Peak Advisors, Inc | 38,420 | $274.0 萬 | 0.00% | −48,880−56.0% | 減碼 |
| Verdence Capital Advisors LLC | 39,305 | $283.3 萬 | 0.16% | −53−0.1% | 減碼 |
| State of Tennessee, Treasury Department | 40,239 | $287.0 萬 | 0.01% | +10,305+34.4% | 加碼 |
| State of Alaska, Department of Revenue | 40,368 | $287.9 萬 | 0.03% | −3,833−8.7% | 減碼 |
| Teacher Retirement System of Texas | 40,606 | $289.6 萬 | 0.01% | −3,810−8.6% | 減碼 |
| Squarepoint Ops LLC | 40,727 | $290.5 萬 | 0.01% | −81−0.2% | 減碼 |
| NewEdge Wealth, LLC | 46,669 | $297.0 萬 | 0.04% | +1,428+3.2% | 加碼 |
| Quest Partners LLC | 42,789 | $305.2 萬 | 0.20% | +33,367+354.1% | 加碼 |
| Two Sigma Investments, LP | 43,346 | $309.1 萬 | 0.00% | +3,362+8.4% | 加碼 |
| MetLife Investment Management | 43,590 | $310.9 萬 | 0.01% | −733−1.7% | 減碼 |
| Hilton Capital Management, LLC | 43,777 | $312.2 萬 | 0.25% | +2,219+5.3% | 加碼 |
| Comerica Bank | 44,587 | $318.0 萬 | 0.01% | −3,727−7.7% | 減碼 |
| First National Bank of Omaha | 44,755 | $319.2 萬 | 0.20% | −803−1.8% | 減碼 |
| Brinker Capital Investments, LLC | 46,158 | $329.2 萬 | 0.03% | −2,198−4.5% | 減碼 |
| Neuberger Berman Group LLC | 47,100 | $335.9 萬 | 0.00% | −30−0.1% | 減碼 |
| B. Metzler seel. Sohn & Co. AG | 48,989 | $349.4 萬 | 0.03% | +5,606+12.9% | 加碼 |
| Citadel Advisors LLC | 49,266 | $351.4 萬 | 0.00% | −1,279,080−96.3% | 減碼 |
| BNP Paribas Arbitrage, SA | 49,307 | $351.7 萬 | 0.00% | −6,448−11.6% | 減碼 |
| Park Circle Co | 50,176 | $357.9 萬 | 3.11% | 00.0% | 不變 |
| Wiley Bros.-Aintree Capital, LLC | 51,394 | $366.8 萬 | 0.02% | +1,236+2.5% | 加碼 |
| Oppenheimer Asset Management Inc. | 53,115 | $378.8 萬 | 0.04% | +9,512+21.8% | 加碼 |
| Thrivent Financial for Lutherans | 53,514 | $381.7 萬 | 0.01% | −1,034−1.9% | 減碼 |