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。
2026 年第 1 季 13F 持有人
Moelis & Co 在 2026/3/31 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
- 402
- 較 2025 年第 4 季 +10 家
- 持有股數
- 8,011 萬
- 較 2025 年第 4 季 +1,200 萬 (+17.6%)
- 總市值
- $45.6 億
- 較 2025 年第 4 季 −$1.24 億 (−2.6%)
- 新進機構
- 65
- 另有 160 家加碼
- 清倉機構
- 55
- 另有 134 家減碼
另有 7 家機構在 2025 年第 4 季持有、還沒有申報 2026 年第 1 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 |
2026 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| GAMMA Investing LLC | 1,336 | $7.62 萬 | 0.00% | −217−14.0% | 減碼 |
| Parallel Advisors, LLC | 1,375 | $7.84 萬 | 0.00% | +30+2.2% | 加碼 |
| Pinnacle Wealth Planning Services, Inc. | 1,378 | $7.85 萬 | 0.01% | −127−8.4% | 減碼 |
| Whittier Trust Co of Nevada Inc | 1,849 | $10.4 萬 | 0.00% | 00.0% | 不變 |
| Atlantic Union Bankshares Corp | 1,856 | $10.6 萬 | 0.00% | +173+10.3% | 加碼 |
| Covestor Ltd | 1,904 | $10.9 萬 | 0.08% | −1,942−50.5% | 減碼 |
| Vestcor Inc | 1,937 | $11.0 萬 | 0.00% | 00.0% | 不變 |
| Huntington National Bank | 2,299 | $13.1 萬 | 0.00% | +34+1.5% | 加碼 |
| Central Pacific Bank - Trust Division | 2,490 | $14.2 萬 | 0.02% | +2,490 | 新進 |
| Nisa Investment Advisors, LLC | 2,715 | $15.5 萬 | 0.00% | −3,772−58.1% | 減碼 |
| KBC Group NV | 2,800 | $16.0 萬 | 0.00% | +785+39.0% | 加碼 |
| Parkside Financial Bank & Trust | 3,108 | $17.7 萬 | 0.01% | +142+4.8% | 加碼 |
| Profund Advisors LLC | 3,553 | $20.3 萬 | 0.01% | −2,232−38.6% | 減碼 |
| Heritage Family Offices, LLP | 3,637 | $20.7 萬 | 0.09% | −1,154−24.1% | 減碼 |
| Evoke Wealth, LLC | 3,668 | $20.9 萬 | 0.00% | +596+19.4% | 加碼 |
| Tower Research Capital LLC (TRC) | 3,680 | $21.0 萬 | 0.01% | +1,259+52.0% | 加碼 |
| Everence Capital Management Inc | 3,694 | $21.1 萬 | 0.01% | −1,496−28.8% | 減碼 |
| AlphaGrep UK Ltd | 3,713 | $21.2 萬 | 0.06% | +3,713 | 新進 |
| Equitable Holdings, Inc. | 3,081 | $21.2 萬 | 0.00% | 00.0% | 不變 |
| CIBC Bancorp USA Inc. | 3,774 | $21.5 萬 | 0.00% | +3,774 | 新進 |
| Marex Group plc | 3,802 | $21.7 萬 | 0.00% | +3,802 | 新進 |
| Snowden Capital Advisors LLC | 3,850 | $21.9 萬 | 0.01% | −66−1.7% | 減碼 |
| Vise Technologies, Inc. | 3,205 | $22.0 萬 | 0.00% | 00.0% | 不變 |
| DnB Asset Management AS | 3,893 | $22.2 萬 | 0.00% | +3,893 | 新進 |
| Legacy Capital Wealth Partners, LLC | 3,904 | $22.3 萬 | 0.05% | +731+23.0% | 加碼 |
| Brevan Howard Capital Management LP | 3,935 | $22.4 萬 | 0.00% | +3,935 | 新進 |
| Cambridge Investment Research Advisors, Inc. | 3,956 | $22.5 萬 | 0.00% | +357+9.9% | 加碼 |
| Brighton Jones LLC | 4,008 | $22.8 萬 | 0.01% | +4,008 | 新進 |
| Oasis Advisors, LLC | 4,032 | $23.0 萬 | 0.05% | +4,032 | 新進 |
| Alpine Woods Capital Investors, LLC | 4,059 | $23.1 萬 | 0.06% | +4,059 | 新進 |
| CIBC Asset Management Inc | 4,134 | $23.6 萬 | 0.00% | −83−2.0% | 減碼 |
| Swiss Life Asset Management Ltd | 4,264 | $24.3 萬 | 0.00% | −2,163−33.7% | 減碼 |
| Pallas Capital Advisors LLC | 4,288 | $24.4 萬 | 0.01% | +1,051+32.5% | 加碼 |
| Jacobs Levy Equity Management, Inc | 4,340 | $24.7 萬 | 0.00% | −335−7.2% | 減碼 |
| State of Wyoming | 4,366 | $24.9 萬 | 0.03% | −11,228−72.0% | 減碼 |
| Tritonpoint Wealth, LLC | 4,492 | $25.6 萬 | 0.03% | 00.0% | 不變 |
| Rockefeller Capital Management L.P. | 4,542 | $25.9 萬 | 0.00% | −970−17.6% | 減碼 |
| Centiva Capital, LP | 4,572 | $26.1 萬 | 0.01% | +4,572 | 新進 |
| QRG Capital Management, Inc. | 4,653 | $26.5 萬 | 0.00% | −1,422−23.4% | 減碼 |
| Bayforest Capital Ltd | 4,872 | $27.8 萬 | 0.31% | +2,714+125.8% | 加碼 |
| St Germain D J Co Inc | 5,000 | $28.5 萬 | 0.01% | +5,000 | 新進 |
| Capital Investment Advisory Services, LLC | 5,223 | $29.8 萬 | 0.02% | +4+0.1% | 加碼 |
| Benjamin Edwards Inc | 5,236 | $29.8 萬 | 0.00% | +333+6.8% | 加碼 |
| Pinnacle Financial Partners, Inc. | 5,299 | $30.2 萬 | 0.00% | −888−14.4% | 減碼 |
| Bank of Montreal | 5,461 | $31.1 萬 | 0.00% | +419+8.3% | 加碼 |
| AE Wealth Management LLC | 5,513 | $31.4 萬 | 0.00% | +990+21.9% | 加碼 |
| Keybank National Association | 5,526 | $31.5 萬 | 0.00% | −1,712−23.7% | 減碼 |
| Pensionmark Financial Group, LLC | 5,527 | $31.5 萬 | 0.01% | −762−12.1% | 減碼 |
| Meeder Asset Management Inc | 5,547 | $31.6 萬 | 0.02% | +5,547 | 新進 |
| Hantz Financial Services, Inc. | 5,590 | $31.9 萬 | 0.00% | +5,174+1,243.8% | 加碼 |
| Sanctuary Advisors, LLC | 5,681 | $32.4 萬 | 0.00% | −4,977−46.7% | 減碼 |
| RSM US Wealth Management LLC | 5,819 | $33.2 萬 | 0.00% | +247+4.4% | 加碼 |
| Vinva Investment Management Ltd | 4,153 | $33.3 萬 | 0.00% | +4,153 | 新進 |
| Gamco Investors, Inc. Et Al | 6,000 | $34.2 萬 | 0.00% | 00.0% | 不變 |
| Ameritas Investment Partners, Inc. | 6,036 | $34.4 萬 | 0.01% | 00.0% | 不變 |
| Fulton Bank, N.A. | 6,163 | $35.1 萬 | 0.01% | −318−4.9% | 減碼 |
| Trajan Wealth LLC | 6,197 | $35.3 萬 | 0.01% | +1,339+27.6% | 加碼 |
| DGS Capital Management, LLC | 6,263 | $35.7 萬 | 0.06% | −649−9.4% | 減碼 |
| O'Rourke & Company, Inc | 6,410 | $36.5 萬 | 0.14% | −50−0.8% | 減碼 |
| Financiere des Professionnels - Fonds d,investissement inc. | 6,603 | $37.6 萬 | 0.02% | 00.0% | 不變 |
| Commonwealth Equity Services, LLC | 6,665 | $38.0 萬 | 0.00% | −914−12.1% | 減碼 |
| D.A. Davidson & Co. | 6,666 | $38.0 萬 | 0.00% | 00.0% | 不變 |
| Xponance, Inc. | 6,945 | $39.6 萬 | 0.00% | +1,050+17.8% | 加碼 |
| Mount Yale Investment Advisors, LLC | 7,107 | $40.5 萬 | 0.01% | +4,040+131.7% | 加碼 |
| State of Wisconsin Investment Board | 7,227 | $41.2 萬 | 0.00% | +3,192+79.1% | 加碼 |
| Apollon Wealth Management, LLC | 7,256 | $41.4 萬 | 0.01% | +26+0.4% | 加碼 |
| Amundi | 7,296 | $41.6 萬 | 0.00% | +7,296 | 新進 |
| MML Investors Services, LLC | 7,452 | $42.5 萬 | 0.00% | +601+8.8% | 加碼 |
| Private Advisor Group, LLC | 7,474 | $42.6 萬 | 0.00% | +1,281+20.7% | 加碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 7,494 | $42.7 萬 | 0.00% | +7,494 | 新進 |
| Public Employees Retirement Association of Colorado | 7,648 | $43.6 萬 | 0.00% | 00.0% | 不變 |
| Aviva PLC | 7,695 | $43.9 萬 | 0.00% | +225+3.0% | 加碼 |
| Advisor Group Holdings, Inc. | 7,781 | $44.4 萬 | 0.00% | −734−8.6% | 減碼 |
| Colony Group, LLC | 7,795 | $44.8 萬 | 0.00% | +2,767+55.0% | 加碼 |
| Greenwood Capital Associates LLC | 7,902 | $45.0 萬 | 0.05% | −13,500−63.1% | 減碼 |
| Kestra Investment Management, LLC | 7,984 | $45.5 萬 | 0.01% | +2,427+43.7% | 加碼 |
| Inceptionr LLC | 8,348 | $47.6 萬 | 0.11% | +8,348 | 新進 |
| Peak Financial Advisors LLC | 8,421 | $48.0 萬 | 0.21% | −86−1.0% | 減碼 |
| Capstone Investment Advisors, LLC | 8,436 | $48.1 萬 | 0.00% | +4,609+120.4% | 加碼 |
| Mutual of America Capital Management LLC | 8,468 | $48.3 萬 | 0.01% | +11+0.1% | 加碼 |
| Trust Point Inc. | 8,487 | $48.4 萬 | 0.04% | −125−1.5% | 減碼 |
| Kestra Private Wealth Services, LLC | 8,503 | $48.5 萬 | 0.01% | +8,503 | 新進 |
| Argent Trust Co | 8,647 | $49.3 萬 | 0.02% | −1,087−11.2% | 減碼 |
| Wesbanco Bank Inc | 9,339 | $53.2 萬 | 0.01% | +450+5.1% | 加碼 |
| Naples Global Advisors, LLC | 9,341 | $53.2 萬 | 0.04% | 00.0% | 不變 |
| Merit Financial Group, LLC | 9,383 | $53.5 萬 | 0.00% | +859+10.1% | 加碼 |
| Advyzon Investment Management, LLC | 9,422 | $53.7 萬 | 0.05% | +1,356+16.8% | 加碼 |
| Integrated Wealth Concepts LLC | 9,432 | $53.8 萬 | 0.00% | +4,935+109.7% | 加碼 |
| Creative Planning | 9,712 | $55.4 萬 | 0.00% | +2,063+27.0% | 加碼 |
| Indivisible Partners | 9,869 | $56.3 萬 | 0.05% | +1,087+12.4% | 加碼 |
| Truist Financial Corp | 9,919 | $56.5 萬 | 0.00% | −540−5.2% | 減碼 |
| The PNC Financial Services Group, Inc. | 9,936 | $56.6 萬 | 0.00% | +2,265+29.5% | 加碼 |
| First National Advisers, LLC | 10,141 | $57.8 萬 | 0.08% | +1,818+21.8% | 加碼 |
| Maryland State Retirement & Pension System | 10,785 | $61.5 萬 | 0.01% | −121−1.1% | 減碼 |
| Strata Wealth Advisors, LLC | 10,960 | $62.5 萬 | 0.17% | −437−3.8% | 減碼 |
| Teacher Retirement System of Texas | 11,024 | $62.8 萬 | 0.00% | −26,177−70.4% | 減碼 |
| Geneos Wealth Management Inc. | 11,160 | $63.6 萬 | 0.01% | 00.0% | 不變 |
| Quantum Private Wealth, LLC | 11,314 | $64.5 萬 | 0.20% | 00.0% | 不變 |
| ProShare Advisors LLC | 11,562 | $65.9 萬 | 0.00% | −2,873−19.9% | 減碼 |
| Impact Capital Partners LLC | 11,754 | $67.0 萬 | 0.20% | +606+5.4% | 加碼 |