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 |
|---|---|---|---|---|---|
| Cornerstone Investment Partners, LLC | 10,522 | $72.3 萬 | 0.03% | +103+1.0% | 加碼 |
| Odyssean, LLC | 10,618 | $73.0 萬 | 0.52% | +10,618 | 新進 |
| Sanctuary Advisors, LLC | 10,658 | $73.3 萬 | 0.00% | −406−3.7% | 減碼 |
| Maryland State Retirement & Pension System | 10,906 | $75.0 萬 | 0.02% | +242+2.3% | 加碼 |
| Impact Capital Partners LLC | 11,148 | $76.6 萬 | 0.23% | −852−7.1% | 減碼 |
| Geneos Wealth Management Inc. | 11,160 | $76.7 萬 | 0.02% | 00.0% | 不變 |
| Quantum Private Wealth, LLC | 11,314 | $77.8 萬 | 0.23% | −438−3.7% | 減碼 |
| Captrust Financial Advisors | 11,368 | $78.1 萬 | 0.00% | +1,122+11.0% | 加碼 |
| Strata Wealth Advisors, LLC | 11,397 | $78.3 萬 | 0.22% | −12,506−52.3% | 減碼 |
| Franklin Resources Inc | 11,400 | $78.4 萬 | 0.00% | +731+6.9% | 加碼 |
| Squarepoint Ops LLC | 11,417 | $78.5 萬 | 0.00% | −29,310−72.0% | 減碼 |
| Pictet Asset Management Holding SA | 11,515 | $79.2 萬 | 0.00% | +798+7.4% | 加碼 |
| Curated Wealth Partners LLC | 11,957 | $82.2 萬 | 0.09% | +2,568+27.4% | 加碼 |
| Sandler Capital Management | 11,988 | $82.4 萬 | 0.37% | −16,132−57.4% | 減碼 |
| Cetera Investment Advisers | 12,147 | $83.5 萬 | 0.00% | +1,433+13.4% | 加碼 |
| Susquehanna International Group, LLP | 12,201 | $83.9 萬 | 0.00% | +1,299+11.9% | 加碼 |
| Sierra Summit Advisors LLC | 12,686 | $87.2 萬 | 0.13% | +12,686 | 新進 |
| Drucker Wealth 3.0, LLC | 13,850 | $95.2 萬 | 0.17% | +38+0.3% | 加碼 |
| CWM, LLC | 14,190 | $97.5 萬 | 0.00% | +3,954+38.6% | 加碼 |
| ProShare Advisors LLC | 14,435 | $99.2 萬 | 0.00% | +430+3.1% | 加碼 |
| Steward Partners Investment Advisory, LLC | 14,667 | $100.8 萬 | 0.01% | +128+0.9% | 加碼 |
| Versor Investments LP | 14,700 | $101.0 萬 | 0.16% | +4,400+42.7% | 加碼 |
| STRS Ohio | 14,800 | $101.7 萬 | 0.00% | −5,400−26.7% | 減碼 |
| Harbor Advisors LLC | 14,800 | $101.7 萬 | 0.15% | 00.0% | 不變 |
| Mercer Global Advisors Inc | 14,962 | $102.8 萬 | 0.00% | +2,287+18.0% | 加碼 |
| Mariner, LLC | 15,117 | $104.1 萬 | 0.00% | +2,261+17.6% | 加碼 |
| J2 Capital Management Inc | 15,344 | $105.5 萬 | 0.77% | +1,808+13.4% | 加碼 |
| Resources Investment Advisors, LLC. | 15,359 | $105.6 萬 | 0.01% | −282−1.8% | 減碼 |
| JustInvest LLC | 15,377 | $105.7 萬 | 0.01% | +744+5.1% | 加碼 |
| State of Wyoming | 15,594 | $107.2 萬 | 0.12% | +6,135+64.9% | 加碼 |
| KLP Kapitalforvaltning AS | 15,900 | $109.3 萬 | 0.00% | +400+2.6% | 加碼 |
| Campbell Newman Asset Management Inc | 16,565 | $113.9 萬 | 0.08% | −593−3.5% | 減碼 |
| SkyView Investment Advisors, LLC | 16,762 | $115.2 萬 | 0.15% | +155+0.9% | 加碼 |
| Oregon Public Employees Retirement Fund | 16,955 | $116.5 萬 | 0.01% | +200+1.2% | 加碼 |
| Handelsbanken Fonder AB | 17,251 | $118.6 萬 | 0.00% | +1,300+8.1% | 加碼 |
| Teachers Retirement System of the State of Kentucky | 18,178 | $124.9 萬 | 0.01% | −1,931−9.6% | 減碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 18,319 | $125.9 萬 | 0.01% | −572−3.0% | 減碼 |
| Schonfeld Strategic Advisors LLC | 18,377 | $126.3 萬 | 0.01% | −43,928−70.5% | 減碼 |
| Elo Mutual Pension Insurance Co | 18,970 | $130.4 萬 | 0.02% | +18,970 | 新進 |
| State Board of Administration of Florida Retirement System | 19,010 | $130.7 萬 | 0.00% | 00.0% | 不變 |
| HSBC Holdings PLC | 19,726 | $136.4 萬 | 0.00% | +16,651+541.5% | 加碼 |
| Police & Firemen's Retirement System of New Jersey | 20,267 | $139.3 萬 | 0.01% | −300−1.5% | 減碼 |
| Arizona State Retirement System | 20,875 | $143.5 萬 | 0.01% | −1,076−4.9% | 減碼 |
| Hennion & Walsh Asset Management, Inc. | 20,902 | $143.7 萬 | 0.05% | −2,414−10.4% | 減碼 |
| Integrated Quantitative Investments LLC | 20,981 | $144.2 萬 | 0.31% | +3,329+18.9% | 加碼 |
| Cerity Partners LLC | 21,064 | $144.8 萬 | 0.00% | +1,287+6.5% | 加碼 |
| Greenwood Capital Associates LLC | 21,402 | $147.1 萬 | 0.16% | +284+1.3% | 加碼 |
| Amalgamated Bank | 21,557 | $148.2 萬 | 0.01% | +324+1.5% | 加碼 |
| Atria Investments LLC | 21,679 | $149.0 萬 | 0.02% | −1,585−6.8% | 減碼 |
| Yousif Capital Management, LLC | 20,702 | $154.9 萬 | 0.02% | −3,033−12.8% | 減碼 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 22,781 | $156.6 萬 | 0.00% | +1,139+5.3% | 加碼 |
| M&T Bank Corp | 24,179 | $166.2 萬 | 0.01% | −1,117−4.4% | 減碼 |
| Jefferies Financial Group Inc. | 24,803 | $170.5 萬 | 0.01% | +24,803 | 新進 |
| American Century Companies Inc | 25,962 | $178.5 萬 | 0.00% | −9,754−27.3% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 26,399 | $181.5 萬 | 0.01% | +2,305+9.6% | 加碼 |
| Ensign Peak Advisors, Inc | 26,782 | $184.1 萬 | 0.00% | −11,638−30.3% | 減碼 |
| Intech Investment Management LLC | 27,218 | $187.1 萬 | 0.02% | 00.0% | 不變 |
| Salvus Wealth Management, LLC | 27,890 | $191.7 萬 | 1.07% | +340+1.2% | 加碼 |
| Russell Investments Group, Ltd. | 28,215 | $194.4 萬 | 0.00% | +894+3.3% | 加碼 |
| Quantinno Capital Management LP | 28,837 | $198.2 萬 | 0.00% | +11,387+65.3% | 加碼 |
| Knights of Columbus Asset Advisors LLC | 29,635 | $203.7 萬 | 0.12% | +29,635 | 新進 |
| Eagle Rock Investment Company, LLC | 30,105 | $206.9 萬 | 0.29% | 00.0% | 不變 |
| SG Americas Securities, LLC | 30,145 | $207.2 萬 | 0.00% | +22,838+312.5% | 加碼 |
| Zacks Investment Management | 31,056 | $213.5 萬 | 0.02% | +1,048+3.5% | 加碼 |
| Janney Montgomery Scott LLC | 31,229 | $214.7 萬 | 0.00% | +289+0.9% | 加碼 |
| Pathstone Holdings, LLC | 31,839 | $218.9 萬 | 0.01% | −3,747−10.5% | 減碼 |
| Gabelli Funds LLC | 32,050 | $220.3 萬 | 0.01% | +7,500+30.5% | 加碼 |
| BNP Paribas Arbitrage, SA | 32,554 | $223.8 萬 | 0.00% | −16,753−34.0% | 減碼 |
| Cresset Asset Management, LLC | 32,555 | $223.8 萬 | 0.01% | −275−0.8% | 減碼 |
| Moran Wealth Management, LLC | 32,786 | $225.4 萬 | 0.07% | −5,202−13.7% | 減碼 |
| Fred Alger Management, LLC | 32,949 | $226.5 萬 | 0.01% | −20−0.1% | 減碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 33,555 | $230.7 萬 | 0.00% | +12,875+62.3% | 加碼 |
| Toroso Investments, LLC | 33,895 | $233.0 萬 | 0.01% | +2,856+9.2% | 加碼 |
| Louisiana State Employees Retirement System | 33,900 | $233.0 萬 | 0.04% | −200−0.6% | 減碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 34,518 | $237.3 萬 | 0.00% | −29−0.1% | 減碼 |
| Janus Henderson Group PLC | 34,626 | $238.0 萬 | 0.00% | −210,754−85.9% | 減碼 |
| State of New Jersey Common Pension Fund D | 35,370 | $243.1 萬 | 0.01% | +4,712+15.4% | 加碼 |
| State of Tennessee, Treasury Department | 34,110 | $244.5 萬 | 0.01% | −6,129−15.2% | 減碼 |
| Diversify Advisory Services, LLC | 31,743 | $246.1 萬 | 0.08% | +2,792+9.6% | 加碼 |
| Man Group plc | 35,911 | $246.9 萬 | 0.00% | +2,627+7.9% | 加碼 |
| New York State Teachers Retirement System | 35,940 | $247.1 萬 | 0.00% | +7,461+26.2% | 加碼 |
| Illinois Municipal Retirement Fund | 36,466 | $250.7 萬 | 0.03% | −1,668−4.4% | 減碼 |
| Magnetar Financial LLC | 36,516 | $251.0 萬 | 0.02% | +36,516 | 新進 |
| Teacher Retirement System of Texas | 37,201 | $255.7 萬 | 0.01% | −3,405−8.4% | 減碼 |
| Comerica Bank | 37,534 | $258.0 萬 | 0.01% | −7,053−15.8% | 減碼 |
| Verdence Capital Advisors LLC | 39,279 | $270.0 萬 | 0.16% | −26−0.1% | 減碼 |
| Brinker Capital Investments, LLC | 40,149 | $276.0 萬 | 0.02% | −6,009−13.0% | 減碼 |
| Two Sigma Advisers, LP | 40,600 | $279.1 萬 | 0.01% | −16,300−28.6% | 減碼 |
| MetLife Investment Management | 41,493 | $285.2 萬 | 0.01% | −2,097−4.8% | 減碼 |
| NewEdge Wealth, LLC | 44,093 | $303.1 萬 | 0.03% | −2,576−5.5% | 減碼 |
| First National Bank of Omaha | 44,221 | $304.0 萬 | 0.09% | −534−1.2% | 減碼 |
| Citigroup Inc | 44,722 | $307.4 萬 | 0.00% | −63,088−58.5% | 減碼 |
| Neuberger Berman Group LLC | 47,370 | $325.6 萬 | 0.00% | +270+0.6% | 加碼 |
| Hilton Capital Management, LLC | 48,556 | $333.8 萬 | 0.25% | +4,779+10.9% | 加碼 |
| Park Circle Co | 50,176 | $344.9 萬 | 3.11% | 00.0% | 不變 |
| State of Alaska, Department of Revenue | 50,466 | $346.7 萬 | 0.04% | +10,098+25.0% | 加碼 |
| Oppenheimer Asset Management Inc. | 50,738 | $348.8 萬 | 0.04% | −2,377−4.5% | 減碼 |
| Thrivent Financial for Lutherans | 50,846 | $349.5 萬 | 0.01% | −2,668−5.0% | 減碼 |
| Wiley Bros.-Aintree Capital, LLC | 52,991 | $364.3 萬 | 0.02% | +1,597+3.1% | 加碼 |
| Vestmark Advisory Solutions, Inc. | 55,106 | $378.8 萬 | 0.05% | +949+1.8% | 加碼 |