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 |
|---|---|---|---|---|---|
| Pictet Asset Management Holding SA | 12,218 | $69.6 萬 | 0.00% | +703+6.1% | 加碼 |
| Curated Wealth Partners LLC | 12,224 | $69.7 萬 | 0.09% | +267+2.2% | 加碼 |
| Skopos Labs, Inc. | 12,243 | $69.8 萬 | 0.02% | +12,243 | 新進 |
| Citigroup Inc | 12,407 | $70.7 萬 | 0.00% | −32,315−72.3% | 減碼 |
| US Bancorp | 12,482 | $71.1 萬 | 0.00% | +2,003+19.1% | 加碼 |
| Cetera Investment Advisers | 12,635 | $72.0 萬 | 0.00% | +488+4.0% | 加碼 |
| Franklin Resources Inc | 13,066 | $74.5 萬 | 0.00% | +1,666+14.6% | 加碼 |
| Captrust Financial Advisors | 13,581 | $77.4 萬 | 0.00% | +2,213+19.5% | 加碼 |
| Cornerstone Investment Partners, LLC | 13,671 | $77.9 萬 | 0.03% | +3,149+29.9% | 加碼 |
| Gsa Capital Partners LLP | 14,239 | $81.2 萬 | 0.05% | +14,239 | 新進 |
| Steward Partners Investment Advisory, LLC | 14,697 | $83.8 萬 | 0.00% | +30+0.2% | 加碼 |
| Harbor Advisors LLC | 14,800 | $84.4 萬 | 0.12% | 00.0% | 不變 |
| Drucker Wealth 3.0, LLC | 15,003 | $85.5 萬 | 0.15% | +1,153+8.3% | 加碼 |
| Resources Investment Advisors, LLC. | 15,295 | $87.2 萬 | 0.01% | −64−0.4% | 減碼 |
| JustInvest LLC | 15,635 | $89.1 萬 | 0.01% | +258+1.7% | 加碼 |
| KLP Kapitalforvaltning AS | 16,300 | $92.9 萬 | 0.00% | +400+2.5% | 加碼 |
| Intech Investment Management LLC | 16,307 | $92.9 萬 | 0.01% | −10,911−40.1% | 減碼 |
| Entropy Technologies, LP | 16,841 | $96.0 萬 | 0.04% | +16,841 | 新進 |
| Campbell Newman Asset Management Inc | 16,861 | $96.1 萬 | 0.08% | +296+1.8% | 加碼 |
| Oregon Public Employees Retirement Fund | 16,938 | $96.5 萬 | 0.01% | −17−0.1% | 減碼 |
| CWM, LLC | 16,973 | $96.7 萬 | 0.00% | +2,783+19.6% | 加碼 |
| SkyView Investment Advisors, LLC | 17,428 | $99.3 萬 | 0.13% | +666+4.0% | 加碼 |
| O'Shaughnessy Asset Management, LLC | 18,074 | $103.0 萬 | 0.01% | −8,325−31.5% | 減碼 |
| Teachers Retirement System of the State of Kentucky | 18,178 | $103.6 萬 | 0.01% | 00.0% | 不變 |
| Mercer Global Advisors Inc | 18,198 | $103.7 萬 | 0.00% | +3,236+21.6% | 加碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 18,299 | $104.3 萬 | 0.01% | −20−0.1% | 減碼 |
| State Board of Administration of Florida Retirement System | 19,010 | $108.4 萬 | 0.00% | 00.0% | 不變 |
| Vanguard Investments Australia, Ltd. | 19,557 | $111.5 萬 | 0.00% | +19,557 | 新進 |
| M&T Bank Corp | 19,838 | $113.1 萬 | 0.00% | −4,341−18.0% | 減碼 |
| Hennion & Walsh Asset Management, Inc. | 20,051 | $114.3 萬 | 0.04% | −851−4.1% | 減碼 |
| Police & Firemen's Retirement System of New Jersey | 20,267 | $115.5 萬 | 0.01% | 00.0% | 不變 |
| Yousif Capital Management, LLC | 20,292 | $115.7 萬 | 0.01% | −410−2.0% | 減碼 |
| Arizona State Retirement System | 20,342 | $115.9 萬 | 0.01% | −533−2.6% | 減碼 |
| PEAK6 LLC | 21,301 | $121.4 萬 | 0.04% | +21,301 | 新進 |
| Amalgamated Bank | 21,314 | $121.5 萬 | 0.01% | −243−1.1% | 減碼 |
| Cerity Partners LLC | 22,153 | $126.3 萬 | 0.00% | +1,089+5.2% | 加碼 |
| Atria Investments LLC | 22,344 | $127.4 萬 | 0.01% | +665+3.1% | 加碼 |
| STRS Ohio | 22,600 | $128.8 萬 | 0.01% | +7,800+52.7% | 加碼 |
| Ensign Peak Advisors, Inc | 23,537 | $134.2 萬 | 0.00% | −3,245−12.1% | 減碼 |
| Harbor Capital Advisors, Inc. | 25,170 | $143.5 萬 | 0.12% | +25,079+27,559.3% | 加碼 |
| XTX Topco Ltd | 25,372 | $144.6 萬 | 0.03% | +18,054+246.7% | 加碼 |
| Odyssean, LLC | 25,718 | $146.6 萬 | 0.54% | +15,100+142.2% | 加碼 |
| Mariner, LLC | 25,732 | $146.7 萬 | 0.00% | +10,615+70.2% | 加碼 |
| Handelsbanken Fonder AB | 26,051 | $148.5 萬 | 0.00% | +8,800+51.0% | 加碼 |
| Russell Investments Group, Ltd. | 28,191 | $160.2 萬 | 0.00% | −24−0.1% | 減碼 |
| Susquehanna Fundamental Investments, LLC | 28,570 | $162.8 萬 | 0.06% | +28,570 | 新進 |
| Knights of Columbus Asset Advisors LLC | 29,505 | $168.2 萬 | 0.10% | −130−0.4% | 減碼 |
| Magnetar Financial LLC | 29,561 | $168.5 萬 | 0.02% | −6,955−19.0% | 減碼 |
| State of Tennessee, Treasury Department | 29,715 | $169.4 萬 | 0.01% | −4,395−12.9% | 減碼 |
| Vanguard Global Advisers, LLC | 29,820 | $170.0 萬 | 0.00% | +29,820 | 新進 |
| Jefferies Financial Group Inc. | 30,353 | $173.0 萬 | 0.02% | +5,550+22.4% | 加碼 |
| CWM Advisors, LLC | 30,605 | $174.4 萬 | 0.10% | +30,605 | 新進 |
| Salvus Wealth Management, LLC | 30,948 | $176.4 萬 | 1.03% | +3,058+11.0% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 32,274 | $184.0 萬 | 0.00% | −1,281−3.8% | 減碼 |
| Fred Alger Management, LLC | 32,634 | $186.0 萬 | 0.01% | −315−1.0% | 減碼 |
| SG Americas Securities, LLC | 32,716 | $186.5 萬 | 0.00% | +2,571+8.5% | 加碼 |
| Louisiana State Employees Retirement System | 32,800 | $187.0 萬 | 0.03% | −1,100−3.2% | 減碼 |
| Cresset Asset Management, LLC | 32,985 | $188.0 萬 | 0.01% | +430+1.3% | 加碼 |
| Moran Wealth Management, LLC | 33,175 | $189.1 萬 | 0.06% | +389+1.2% | 加碼 |
| New York State Teachers Retirement System | 33,567 | $191.3 萬 | 0.00% | −2,373−6.6% | 減碼 |
| Man Group plc | 33,890 | $193.2 萬 | 0.00% | −2,021−5.6% | 減碼 |
| Pathstone Holdings, LLC | 34,062 | $194.2 萬 | 0.01% | +2,223+7.0% | 加碼 |
| Janus Henderson Group PLC | 34,626 | $197.5 萬 | 0.00% | 00.0% | 不變 |
| State of New Jersey Common Pension Fund D | 35,851 | $204.4 萬 | 0.01% | +481+1.4% | 加碼 |
| Marshall Wace, LLP | 35,853 | $204.4 萬 | 0.00% | +35,853 | 新進 |
| Ieq Capital, LLC | 35,886 | $204.6 萬 | 0.01% | +30,697+591.6% | 加碼 |
| Toroso Investments, LLC | 36,583 | $208.5 萬 | 0.01% | +2,688+7.9% | 加碼 |
| Zacks Investment Management | 36,680 | $209.1 萬 | 0.02% | +5,624+18.1% | 加碼 |
| Brinker Capital Investments, LLC | 37,759 | $215.2 萬 | 0.02% | −2,390−6.0% | 減碼 |
| Verdence Capital Advisors LLC | 37,792 | $215.4 萬 | 0.13% | −1,487−3.8% | 減碼 |
| Fifth Third Bancorp | 38,953 | $222.0 萬 | 0.00% | +38,526+9,022.5% | 加碼 |
| Vestmark Advisory Solutions, Inc. | 39,067 | $222.7 萬 | 0.02% | −16,039−29.1% | 減碼 |
| NewEdge Wealth, LLC | 40,069 | $228.4 萬 | 0.03% | −4,024−9.1% | 減碼 |
| MetLife Investment Management | 40,628 | $231.6 萬 | 0.01% | −865−2.1% | 減碼 |
| Illinois Municipal Retirement Fund | 40,697 | $232.0 萬 | 0.03% | +4,231+11.6% | 加碼 |
| Schonfeld Strategic Advisors LLC | 40,697 | $232.0 萬 | 0.02% | +22,320+121.5% | 加碼 |
| Roubaix Capital, LLC | 40,967 | $233.5 萬 | 1.09% | +40,967 | 新進 |
| Two Sigma Investments, LP | 42,000 | $239.4 萬 | 0.00% | +42,000 | 新進 |
| Qube Research & Technologies Ltd | 42,688 | $243.3 萬 | 0.00% | +42,688 | 新進 |
| Gabelli Funds LLC | 43,850 | $249.9 萬 | 0.02% | +11,800+36.8% | 加碼 |
| Neuberger Berman Group LLC | 46,311 | $264.0 萬 | 0.00% | −1,059−2.2% | 減碼 |
| HSBC Holdings PLC | 48,906 | $276.7 萬 | 0.00% | +29,180+147.9% | 加碼 |
| Thrivent Financial for Lutherans | 49,391 | $281.5 萬 | 0.01% | −1,455−2.9% | 減碼 |
| State of Alaska, Department of Revenue | 49,435 | $281.6 萬 | 0.03% | −1,031−2.0% | 減碼 |
| Barclays PLC | 49,585 | $282.6 萬 | 0.00% | −81,374−62.1% | 減碼 |
| Janney Montgomery Scott LLC | 49,620 | $282.8 萬 | 0.01% | +18,391+58.9% | 加碼 |
| Park Circle Co | 49,876 | $284.3 萬 | 2.70% | −300−0.6% | 減碼 |
| Susquehanna International Group, LLP | 50,802 | $289.6 萬 | 0.00% | +38,601+316.4% | 加碼 |
| Mirae Asset Global Investments Co., Ltd. | 51,789 | $295.2 萬 | 0.01% | −15,109−22.6% | 減碼 |
| Los Angeles Capital Management LLC | 52,244 | $297.8 萬 | 0.01% | −53,557−50.6% | 減碼 |
| Oppenheimer Asset Management Inc. | 52,525 | $299.4 萬 | 0.03% | +1,787+3.5% | 加碼 |
| Elo Mutual Pension Insurance Co | 52,529 | $299.4 萬 | 0.05% | +33,559+176.9% | 加碼 |
| First National Bank of Omaha | 53,326 | $304.0 萬 | 0.09% | +9,105+20.6% | 加碼 |
| Hilton Capital Management, LLC | 55,615 | $317.0 萬 | 0.24% | +7,059+14.5% | 加碼 |
| CI Private Wealth, LLC | 57,619 | $317.7 萬 | 0.00% | +47,133+449.5% | 加碼 |
| BNP Paribas Arbitrage, SA | 56,583 | $322.5 萬 | 0.00% | +24,029+73.8% | 加碼 |
| Wiley Bros.-Aintree Capital, LLC | 57,443 | $327.7 萬 | 0.02% | +4,452+8.4% | 加碼 |
| EFG International AG | 58,527 | $333.8 萬 | 0.07% | −12,473−17.6% | 減碼 |
| New Age Alpha Advisors, LLC | 58,602 | $334.0 萬 | 0.16% | −2,306−3.8% | 減碼 |
| Basswood Capital Management, L.L.C. | 60,968 | $347.5 萬 | 0.18% | +60,968 | 新進 |