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 2 季 13F 持有人
Moelis & Co 在 2026/6/30 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 2026 年第 1 季 0 家
- 持有股數
- 8,031 萬
- 較 2026 年第 1 季 +27.5 萬 (+0.3%)
- 總市值
- $52.5 億
- 較 2026 年第 1 季 +$6.91 億 (+15.2%)
- 新進機構
- 55
- 另有 163 家加碼
- 清倉機構
- 55
- 另有 131 家減碼
另有 5 家機構在 2026 年第 1 季持有、還沒有申報 2026 年第 2 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 2 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 2026 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Parallel Advisors, LLC | 1,236 | $8.09 萬 | 0.00% | −139−10.1% | 減碼 |
| Public Employees Retirement System of Ohio | 1,343 | $8.79 萬 | 0.00% | +66+5.2% | 加碼 |
| Versant Capital Management, Inc | 1,371 | $8.97 萬 | 0.01% | +500+57.4% | 加碼 |
| Pinnacle Wealth Planning Services, Inc. | 1,444 | $9.45 萬 | 0.01% | +66+4.8% | 加碼 |
| GAMMA Investing LLC | 1,489 | $9.74 萬 | 0.00% | +153+11.5% | 加碼 |
| Nykredit A/S | 1,515 | $9.91 萬 | 0.00% | +1,515 | 新進 |
| Atlantic Union Bankshares Corp | 1,683 | $11.0 萬 | 0.00% | −173−9.3% | 減碼 |
| Whittier Trust Co of Nevada Inc | 1,849 | $12.9 萬 | 0.00% | 00.0% | 不變 |
| Huntington National Bank | 2,301 | $15.1 萬 | 0.00% | +2+0.1% | 加碼 |
| Central Pacific Bank - Trust Division | 2,690 | $17.6 萬 | 0.02% | +200+8.0% | 加碼 |
| KBC Group NV | 2,800 | $18.3 萬 | 0.00% | 00.0% | 不變 |
| HSBC Holdings PLC | 3,088 | $20.2 萬 | 0.00% | −45,818−93.7% | 減碼 |
| Parkside Financial Bank & Trust | 3,108 | $20.3 萬 | 0.01% | 00.0% | 不變 |
| Quantbot Technologies LP | 3,150 | $20.6 萬 | 0.01% | +3,150 | 新進 |
| Moors & Cabot, Inc. | 3,216 | $21.0 萬 | 0.01% | +3,216 | 新進 |
| Norden Group LLC | 3,230 | $21.1 萬 | 0.02% | +3,230 | 新進 |
| Sage Rhino Capital LLC | 3,310 | $21.7 萬 | 0.04% | +3,310 | 新進 |
| Private Advisor Group, LLC | 3,358 | $22.0 萬 | 0.00% | −4,116−55.1% | 減碼 |
| Envestnet Portfolio Solutions, Inc. | 3,369 | $22.0 萬 | 0.00% | +3,369 | 新進 |
| DnB Asset Management AS | 3,430 | $22.4 萬 | 0.00% | −463−11.9% | 減碼 |
| GW Henssler & Associates Ltd | 3,447 | $22.6 萬 | 0.01% | +3,447 | 新進 |
| Legacy Capital Wealth Partners, LLC | 3,647 | $23.9 萬 | 0.05% | −257−6.6% | 減碼 |
| Alpine Woods Capital Investors, LLC | 3,659 | $23.9 萬 | 0.05% | −400−9.9% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 3,679 | $24.1 萬 | 0.00% | −277−7.0% | 減碼 |
| Everence Capital Management Inc | 3,694 | $24.2 萬 | 0.01% | 00.0% | 不變 |
| Diametric Capital, LP | 3,726 | $24.4 萬 | 0.03% | +3,726 | 新進 |
| Jane Street Group, LLC | 3,772 | $24.7 萬 | 0.00% | +3,772 | 新進 |
| Vise Technologies, Inc. | 3,772 | $24.7 萬 | 0.00% | +567+17.7% | 加碼 |
| Benjamin Edwards Inc | 3,831 | $25.1 萬 | 0.00% | −1,405−26.8% | 減碼 |
| Simplex Trading, LLC | 3,880 | $25.4 萬 | 0.01% | +3,841+9,848.7% | 加碼 |
| Profund Advisors LLC | 3,902 | $25.5 萬 | 0.01% | +349+9.8% | 加碼 |
| Pallas Capital Advisors LLC | 4,013 | $26.3 萬 | 0.01% | −275−6.4% | 減碼 |
| CIBC Asset Management Inc | 4,056 | $26.5 萬 | 0.00% | −78−1.9% | 減碼 |
| Apollon Wealth Management, LLC | 4,124 | $27.0 萬 | 0.00% | −3,132−43.2% | 減碼 |
| Brighton Jones LLC | 4,312 | $28.2 萬 | 0.01% | +304+7.6% | 加碼 |
| Fifth Third Wealth Advisors LLC | 4,439 | $29.0 萬 | 0.01% | +4,439 | 新進 |
| CIBC Bancorp USA Inc. | 4,442 | $29.1 萬 | 0.00% | +668+17.7% | 加碼 |
| TritonPoint Partners, LLC | 4,458 | $29.2 萬 | 0.02% | +4,458 | 新進 |
| Tritonpoint Wealth, LLC | 4,463 | $29.2 萬 | 0.03% | −29−0.6% | 減碼 |
| Teacher Retirement System of Texas | 4,508 | $29.5 萬 | 0.00% | −6,516−59.1% | 減碼 |
| Snowden Capital Advisors LLC | 4,542 | $29.7 萬 | 0.01% | +692+18.0% | 加碼 |
| Swiss Life Asset Management Ltd | 4,713 | $30.8 萬 | 0.00% | +449+10.5% | 加碼 |
| Pensionmark Financial Group, LLC | 5,518 | $31.5 萬 | 0.01% | −9−0.2% | 減碼 |
| Armistice Capital, LLC | 4,877 | $31.9 萬 | 0.01% | +4,877 | 新進 |
| Virginia Retirement Systems Et Al | 4,900 | $32.1 萬 | 0.00% | +4,900 | 新進 |
| Rockefeller Capital Management L.P. | 4,977 | $32.6 萬 | 0.00% | +435+9.6% | 加碼 |
| St Germain D J Co Inc | 5,000 | $32.7 萬 | 0.01% | 00.0% | 不變 |
| Blueshift Asset Management, LLC | 5,050 | $33.0 萬 | 0.08% | +5,050 | 新進 |
| QRG Capital Management, Inc. | 5,206 | $34.1 萬 | 0.00% | +553+11.9% | 加碼 |
| Capital Investment Advisory Services, LLC | 5,227 | $34.2 萬 | 0.02% | +4+0.1% | 加碼 |
| RSM US Wealth Management LLC | 5,255 | $34.4 萬 | 0.00% | −564−9.7% | 減碼 |
| Integrated Wealth Concepts LLC | 5,265 | $34.4 萬 | 0.00% | −4,167−44.2% | 減碼 |
| SG Americas Securities, LLC | 5,266 | $34.5 萬 | 0.00% | −27,450−83.9% | 減碼 |
| Pinnacle Financial Partners, Inc. | 5,422 | $35.5 萬 | 0.00% | +123+2.3% | 加碼 |
| Trust Point Inc. | 5,513 | $36.1 萬 | 0.03% | −2,974−35.0% | 減碼 |
| Tower Research Capital LLC (TRC) | 5,631 | $36.8 萬 | 0.01% | +1,951+53.0% | 加碼 |
| Hantz Financial Services, Inc. | 5,649 | $37.0 萬 | 0.01% | +59+1.1% | 加碼 |
| Trajan Wealth LLC | 5,815 | $38.0 萬 | 0.01% | −382−6.2% | 減碼 |
| Bank of Montreal | 5,842 | $38.2 萬 | 0.00% | +381+7.0% | 加碼 |
| Sanctuary Advisors, LLC | 6,322 | $41.4 萬 | 0.00% | +641+11.3% | 加碼 |
| O'Rourke & Company, Inc | 6,413 | $42.0 萬 | 0.15% | +30.0% | 加碼 |
| Keybank National Association | 6,450 | $42.2 萬 | 0.00% | +924+16.7% | 加碼 |
| Aviva PLC | 6,593 | $43.1 萬 | 0.00% | −1,102−14.3% | 減碼 |
| Brevan Howard Capital Management LP | 6,670 | $43.6 萬 | 0.01% | +2,735+69.5% | 加碼 |
| Creative Planning | 6,678 | $43.7 萬 | 0.00% | −3,034−31.2% | 減碼 |
| AE Wealth Management LLC | 6,707 | $43.9 萬 | 0.00% | +1,194+21.7% | 加碼 |
| D.A. Davidson & Co. | 6,717 | $43.9 萬 | 0.00% | +51+0.8% | 加碼 |
| Ameritas Investment Partners, Inc. | 6,854 | $44.8 萬 | 0.01% | +818+13.6% | 加碼 |
| Fulton Bank, N.A. | 6,931 | $45.3 萬 | 0.01% | +768+12.5% | 加碼 |
| Mount Yale Investment Advisors, LLC | 6,934 | $45.4 萬 | 0.01% | −173−2.4% | 減碼 |
| Nisa Investment Advisors, LLC | 6,988 | $45.7 萬 | 0.00% | +4,273+157.4% | 加碼 |
| First National Advisers, LLC | 7,178 | $47.0 萬 | 0.07% | −2,963−29.2% | 減碼 |
| Greenwood Capital Associates LLC | 7,266 | $47.5 萬 | 0.05% | −636−8.0% | 減碼 |
| Jefferies Financial Group Inc. | 7,329 | $47.9 萬 | 0.00% | −23,024−75.9% | 減碼 |
| Xponance, Inc. | 7,456 | $48.8 萬 | 0.00% | +511+7.4% | 加碼 |
| MML Investors Services, LLC | 7,576 | $49.6 萬 | 0.00% | +124+1.7% | 加碼 |
| Public Employees Retirement Association of Colorado | 7,648 | $50.0 萬 | 0.00% | 00.0% | 不變 |
| Geneos Wealth Management Inc. | 7,910 | $51.7 萬 | 0.01% | −3,250−29.1% | 減碼 |
| Commonwealth Equity Services, LLC | 7,914 | $51.8 萬 | 0.00% | +1,249+18.7% | 加碼 |
| Kestra Investment Management, LLC | 8,002 | $52.3 萬 | 0.01% | +18+0.2% | 加碼 |
| Colony Group, LLC | 8,123 | $53.1 萬 | 0.00% | +328+4.2% | 加碼 |
| MAI Capital Management | 8,220 | $53.8 萬 | 0.00% | +7,750+1,648.9% | 加碼 |
| Kestra Private Wealth Services, LLC | 8,419 | $55.1 萬 | 0.01% | −84−1.0% | 減碼 |
| Peak Financial Advisors LLC | 8,423 | $55.1 萬 | 0.23% | +20.0% | 加碼 |
| Mutual of America Capital Management LLC | 8,518 | $55.7 萬 | 0.01% | +50+0.6% | 加碼 |
| Argent Trust Co | 8,961 | $58.6 萬 | 0.02% | +314+3.6% | 加碼 |
| Naples Global Advisors, LLC | 9,341 | $61.1 萬 | 0.04% | 00.0% | 不變 |
| Advyzon Investment Management, LLC | 9,631 | $63.0 萬 | 0.05% | +209+2.2% | 加碼 |
| The PNC Financial Services Group, Inc. | 9,797 | $64.1 萬 | 0.00% | −139−1.4% | 減碼 |
| State of Wisconsin Investment Board | 9,845 | $64.4 萬 | 0.00% | +2,618+36.2% | 加碼 |
| Impact Capital Partners LLC | 9,877 | $64.6 萬 | 0.18% | −1,877−16.0% | 減碼 |
| Wesbanco Bank Inc | 9,998 | $65.4 萬 | 0.02% | +659+7.1% | 加碼 |
| Waterloo Capital, L.P. | 10,309 | $67.4 萬 | 0.04% | +10,309 | 新進 |
| ProShare Advisors LLC | 10,756 | $70.4 萬 | 0.00% | −806−7.0% | 減碼 |
| Maryland State Retirement & Pension System | 10,817 | $70.8 萬 | 0.01% | +32+0.3% | 加碼 |
| Indivisible Partners | 10,823 | $70.8 萬 | 0.04% | +954+9.7% | 加碼 |
| Strata Wealth Advisors, LLC | 10,929 | $71.5 萬 | 0.17% | −31−0.3% | 減碼 |
| Kingsview Wealth Management, LLC | 10,973 | $71.8 萬 | 0.01% | +10,973 | 新進 |
| Curated Wealth Partners LLC | 11,008 | $72.0 萬 | 0.08% | −1,216−9.9% | 減碼 |
| M&T Bank Corp | 11,005 | $72.0 萬 | 0.00% | −8,833−44.5% | 減碼 |