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 4 季 13F 持有人
Moelis & Co 在 2025/12/31 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
- 399
- 較 2025 年第 3 季 +8 家
- 持有股數
- 7,729 萬
- 較 2025 年第 3 季 +173.8 萬 (+2.3%)
- 總市值
- $53.2 億
- 較 2025 年第 3 季 −$6,898 萬 (−1.3%)
- 新進機構
- 58
- 另有 152 家加碼
- 清倉機構
- 50
- 另有 146 家減碼
另有 6 家機構在 2025 年第 3 季持有、還沒有申報 2025 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 |
2025 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 2025 年第 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Vestcor Inc | 1,937 | $13.3 萬 | 0.00% | 00.0% | 不變 |
| Smartleaf Asset Management LLC | 1,921 | $13.5 萬 | 0.01% | +56+3.0% | 加碼 |
| KBC Group NV | 2,015 | $13.9 萬 | 0.00% | 00.0% | 不變 |
| Kemnay Advisory Services Inc. | 2,041 | $14.0 萬 | 0.02% | +2,041 | 新進 |
| Whittier Trust Co of Nevada Inc | 1,849 | $14.2 萬 | 0.00% | 00.0% | 不變 |
| Kestra Advisory Services, LLC | 2,136 | $14.7 萬 | 0.00% | +2,136 | 新進 |
| Bayforest Capital Ltd | 2,158 | $14.8 萬 | 0.11% | +2,158 | 新進 |
| Essential Partners LLC | 2,229 | $15.3 萬 | 0.05% | +18+0.8% | 加碼 |
| Huntington National Bank | 2,265 | $15.6 萬 | 0.00% | −10−0.4% | 減碼 |
| Jones Financial Companies LLLP | 2,318 | $15.9 萬 | 0.00% | +694+42.7% | 加碼 |
| Tower Research Capital LLC (TRC) | 2,421 | $16.6 萬 | 0.00% | −482−16.6% | 減碼 |
| Sage Rhino Capital LLC | 2,954 | $20.3 萬 | 0.04% | −36−1.2% | 減碼 |
| Parkside Financial Bank & Trust | 2,966 | $20.4 萬 | 0.02% | +20+0.7% | 加碼 |
| Waterloo Capital, L.P. | 2,997 | $20.6 萬 | 0.01% | +7+0.2% | 加碼 |
| Venturi Wealth Management, LLC | 3,057 | $21.0 萬 | 0.01% | −248−7.5% | 減碼 |
| Mount Yale Investment Advisors, LLC | 3,067 | $21.1 萬 | 0.01% | +3,067 | 新進 |
| Evoke Wealth, LLC | 3,072 | $21.1 萬 | 0.00% | +52+1.7% | 加碼 |
| Equitable Holdings, Inc. | 3,081 | $21.2 萬 | 0.00% | −499−13.9% | 減碼 |
| Portside Wealth Group, LLC | 3,091 | $21.2 萬 | 0.03% | −730−19.1% | 減碼 |
| Brown Advisory Inc | 3,122 | $21.5 萬 | 0.00% | +3,122 | 新進 |
| Legacy Capital Wealth Partners, LLC | 3,173 | $21.8 萬 | 0.05% | −157−4.7% | 減碼 |
| Vise Technologies, Inc. | 3,205 | $22.0 萬 | 0.00% | +309+10.7% | 加碼 |
| Petros Family Wealth, LLC | 3,221 | $22.1 萬 | 0.15% | −366−10.2% | 減碼 |
| Pallas Capital Advisors LLC | 3,237 | $22.3 萬 | 0.01% | +225+7.5% | 加碼 |
| Simon Quick Advisors, LLC | 3,280 | $22.5 萬 | 0.01% | −2−0.1% | 減碼 |
| GW Henssler & Associates Ltd | 3,433 | $23.6 萬 | 0.01% | +181+5.6% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 3,599 | $24.7 萬 | 0.00% | −408−10.2% | 減碼 |
| Capstone Investment Advisors, LLC | 3,827 | $26.3 萬 | 0.00% | +3,827 | 新進 |
| Covestor Ltd | 3,846 | $26.4 萬 | 0.14% | +873+29.4% | 加碼 |
| Jump Financial, LLC | 3,900 | $26.8 萬 | 0.00% | −10,800−73.5% | 減碼 |
| Snowden Capital Advisors LLC | 3,916 | $26.9 萬 | 0.01% | −57−1.4% | 減碼 |
| Princeton Capital Management LLC | 4,000 | $27.5 萬 | 0.07% | 00.0% | 不變 |
| State of Wisconsin Investment Board | 4,035 | $27.7 萬 | 0.00% | −3,079−43.3% | 減碼 |
| Modern Wealth Management, LLC | 4,061 | $27.9 萬 | 0.01% | +4,061 | 新進 |
| CIBC Asset Management Inc | 4,217 | $29.0 萬 | 0.00% | −179−4.1% | 減碼 |
| Envestnet Portfolio Solutions, Inc. | 4,455 | $30.6 萬 | 0.00% | −83−1.8% | 減碼 |
| Tritonpoint Wealth, LLC | 4,492 | $30.9 萬 | 0.03% | 00.0% | 不變 |
| Integrated Wealth Concepts LLC | 4,497 | $30.9 萬 | 0.00% | −4,958−52.4% | 減碼 |
| AE Wealth Management LLC | 4,523 | $31.1 萬 | 0.00% | +951+26.6% | 加碼 |
| Jacobs Levy Equity Management, Inc | 4,675 | $32.1 萬 | 0.00% | 00.0% | 不變 |
| Heritage Family Offices, LLP | 4,791 | $32.9 萬 | 0.15% | −655−12.0% | 減碼 |
| Trajan Wealth LLC | 4,858 | $33.4 萬 | 0.01% | −254−5.0% | 減碼 |
| Benjamin Edwards Inc | 4,903 | $33.7 萬 | 0.00% | +116+2.4% | 加碼 |
| CIBC World Markets Corp | 4,920 | $33.8 萬 | 0.00% | +4,920 | 新進 |
| Colony Group, LLC | 5,028 | $34.6 萬 | 0.00% | +1,906+61.1% | 加碼 |
| Bank of Montreal | 5,042 | $34.7 萬 | 0.00% | −210−4.0% | 減碼 |
| Ieq Capital, LLC | 5,189 | $35.7 萬 | 0.00% | +5,189 | 新進 |
| Everence Capital Management Inc | 5,190 | $35.7 萬 | 0.02% | 00.0% | 不變 |
| Capital Investment Advisory Services, LLC | 5,219 | $35.9 萬 | 0.03% | +5+0.1% | 加碼 |
| Rockefeller Capital Management L.P. | 5,512 | $37.9 萬 | 0.00% | +548+11.0% | 加碼 |
| Mackenzie Financial Corp | 5,424 | $38.1 萬 | 0.00% | −69,887−92.8% | 減碼 |
| Kestra Investment Management, LLC | 5,557 | $38.2 萬 | 0.01% | −174−3.0% | 減碼 |
| Advisory Services Network, LLC | 5,650 | $38.8 萬 | 0.01% | −98−1.7% | 減碼 |
| RSM US Wealth Management LLC | 5,572 | $39.3 萬 | 0.01% | +72+1.3% | 加碼 |
| Profund Advisors LLC | 5,785 | $39.8 萬 | 0.01% | +2,437+72.8% | 加碼 |
| Xponance, Inc. | 5,895 | $40.5 萬 | 0.00% | +32+0.5% | 加碼 |
| Gamco Investors, Inc. Et Al | 6,000 | $41.2 萬 | 0.00% | 00.0% | 不變 |
| New England Research & Management, Inc. | 6,000 | $41.2 萬 | 0.18% | +575+10.6% | 加碼 |
| Ameritas Investment Partners, Inc. | 6,036 | $41.5 萬 | 0.01% | −177−2.8% | 減碼 |
| QRG Capital Management, Inc. | 6,075 | $41.8 萬 | 0.00% | +2,582+73.9% | 加碼 |
| Pinnacle Financial Partners, Inc. | 6,187 | $42.5 萬 | 0.00% | +6,187 | 新進 |
| Private Advisor Group, LLC | 6,193 | $42.6 萬 | 0.00% | +95+1.6% | 加碼 |
| Pensionmark Financial Group, LLC | 6,289 | $43.2 萬 | 0.01% | −1,040−14.2% | 減碼 |
| Swiss Life Asset Management Ltd | 6,427 | $44.2 萬 | 0.00% | +3,006+87.9% | 加碼 |
| We Are One Seven, LLC | 6,453 | $44.4 萬 | 0.01% | +519+8.7% | 加碼 |
| O'Rourke & Company, Inc | 6,460 | $44.4 萬 | 0.17% | −57−0.9% | 減碼 |
| Fulton Bank, N.A. | 6,481 | $44.6 萬 | 0.02% | −197−2.9% | 減碼 |
| Nisa Investment Advisors, LLC | 6,487 | $44.6 萬 | 0.00% | +2,963+84.1% | 加碼 |
| Financiere des Professionnels - Fonds d,investissement inc. | 6,603 | $45.4 萬 | 0.03% | 00.0% | 不變 |
| D.A. Davidson & Co. | 6,666 | $45.8 萬 | 0.00% | −100−1.5% | 減碼 |
| Picton Mahoney Asset Management | 6,670 | $45.8 萬 | 0.01% | +6,670 | 新進 |
| Farringdon Capital, Ltd. | 6,685 | $46.0 萬 | 0.11% | +6,685 | 新進 |
| Verition Fund Management LLC | 6,800 | $46.7 萬 | 0.00% | −29,601−81.3% | 減碼 |
| MML Investors Services, LLC | 6,851 | $47.1 萬 | 0.00% | −1,235−15.3% | 減碼 |
| DGS Capital Management, LLC | 6,912 | $47.5 萬 | 0.08% | +2,329+50.8% | 加碼 |
| Apollon Wealth Management, LLC | 7,230 | $49.7 萬 | 0.01% | −11−0.2% | 減碼 |
| Keybank National Association | 7,238 | $49.8 萬 | 0.00% | +552+8.3% | 加碼 |
| XTX Topco Ltd | 7,318 | $50.3 萬 | 0.01% | −1,393−16.0% | 減碼 |
| Independent Financial Group, LLC | 7,461 | $51.3 萬 | 0.01% | +7,461 | 新進 |
| Aviva PLC | 7,470 | $51.3 萬 | 0.00% | +888+13.5% | 加碼 |
| Commonwealth Equity Services, LLC | 7,579 | $52.1 萬 | 0.00% | −499−6.2% | 減碼 |
| Creative Planning | 7,649 | $52.6 萬 | 0.00% | −10−0.1% | 減碼 |
| Public Employees Retirement Association of Colorado | 7,648 | $52.6 萬 | 0.00% | 00.0% | 不變 |
| The PNC Financial Services Group, Inc. | 7,671 | $52.7 萬 | 0.00% | −398−4.9% | 減碼 |
| Quest Partners LLC | 7,671 | $52.7 萬 | 0.03% | −35,118−82.1% | 減碼 |
| Advyzon Investment Management, LLC | 8,066 | $55.4 萬 | 0.06% | +8,066 | 新進 |
| First National Advisers, LLC | 8,323 | $57.2 萬 | 0.08% | −397−4.6% | 減碼 |
| Mutual of America Capital Management LLC | 8,457 | $58.1 萬 | 0.01% | +148+1.8% | 加碼 |
| Peak Financial Advisors LLC | 8,507 | $58.5 萬 | 0.26% | −272−3.1% | 減碼 |
| Advisor Group Holdings, Inc. | 8,515 | $58.5 萬 | 0.00% | −5,083−37.4% | 減碼 |
| Merit Financial Group, LLC | 8,524 | $58.6 萬 | 0.00% | +2,674+45.7% | 加碼 |
| Trust Point Inc. | 8,612 | $59.2 萬 | 0.05% | −55−0.6% | 減碼 |
| Indivisible Partners | 8,782 | $60.4 萬 | 0.07% | +8,782 | 新進 |
| Wesbanco Bank Inc | 8,889 | $61.1 萬 | 0.02% | +180+2.1% | 加碼 |
| Naples Global Advisors, LLC | 9,341 | $64.2 萬 | 0.05% | −280−2.9% | 減碼 |
| Argent Trust Co | 9,734 | $66.9 萬 | 0.02% | −3,563−26.8% | 減碼 |
| Invst, LLC | 10,199 | $70.1 萬 | 0.08% | −798−7.3% | 減碼 |
| Truist Financial Corp | 10,459 | $71.9 萬 | 0.00% | −180−1.7% | 減碼 |
| US Bancorp | 10,479 | $72.0 萬 | 0.00% | +398+3.9% | 加碼 |
| CI Private Wealth, LLC | 10,486 | $72.1 萬 | 0.00% | +3,182+43.6% | 加碼 |