Moelis & Co
MC- Exchange
- NYSE
- Industry
- Investment Advice
- SEC CIK
- 0001596967
In the last 90 days, Moelis & Co insiders filed 0 open-market purchases and 2 sales; 397 institutions reported holding it in 13F filings for Q2 2026, worth $5.26B in total; no superinvestor holds it.
13F holders, Q2 2026
Institutional positions in Moelis & Co as of Jun 30, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 397
- 0 vs. Q1 2026
- Shares held
- 80.4M
- +388.8K (+0.5%) vs. Q1 2026
- Total value
- $5.26B
- +$698.3M (+15.3%) vs. Q1 2026
- New holders
- 55
- 164 more added
- Sold out
- 55
- 130 more reduced
5 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting MC on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 397 | $5.26B |
| Q1 2026 | 402 | $4.56B |
| Q4 2025 | 399 | $5.32B |
| Q3 2025 | 397 | $5.53B |
| Q2 2025 | 376 | $4.78B |
| Q1 2025 | 380 | $4.37B |
| Q4 2024 | 352 | $5.26B |
| Q3 2024 | 334 | $5.00B |
| Q2 2024 | 294 | $4.27B |
| Q1 2024 | 308 | $4.33B |
| Q4 2023 | 280 | $4.23B |
| Q3 2023 | 268 | $3.36B |
| Q2 2023 | 259 | $3.47B |
| Q1 2023 | 245 | $2.59B |
| Q4 2022 | 241 | $2.48B |
| Q3 2022 | 246 | $2.12B |
| Q2 2022 | 260 | $2.42B |
| Q1 2022 | 281 | $2.78B |
| Q4 2021 | 313 | $3.63B |
| Q3 2021 | 291 | $3.47B |
| Q2 2021 | 272 | $3.22B |
| Q1 2021 | 259 | $3.16B |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding Moelis & Co; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 9,057,944 | $592.6M | 0.01% | +255,835+2.9% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 5,412,938 | $354.1M | 1.10% | −364,835−6.3% | Reduced |
| Vanguard Portfolio Management LLC | 4,487,258 | $293.6M | 0.01% | −141,425−3.1% | Reduced |
| Vanguard Capital Management LLC | 3,351,361 | $219.2M | 0.00% | +36,321+1.1% | Added |
| Wasatch Advisors Inc | 3,246,593 | $212.4M | 1.39% | −496,031−13.3% | Reduced |
| State Street Corp | 3,044,858 | $199.2M | 0.01% | +123,729+4.2% | Added |
| Charles Schwab Investment Management Inc | 2,955,235 | $193.3M | 0.03% | +252,053+9.3% | Added |
| London Co of Virginia | 2,791,199 | $182.6M | 1.04% | −112,748−3.9% | Reduced |
| Geode Capital Management, LLC | 2,359,476 | $154.4M | 0.01% | +190,223+8.8% | Added |
| Ameriprise Financial Inc | 2,344,828 | $153.4M | 0.03% | +197,636+9.2% | Added |
| HighTower Advisors, LLC | 1,843,458 | $120.6M | 0.12% | +58,119+3.3% | Added |
| Natixis Advisors, L.P. | 1,721,484 | $112.6M | 0.13% | +368,889+27.3% | Added |
| Jones Financial Companies LLLP | 1,709,578 | $110.2M | 0.04% | +419,038+32.5% | Added |
| Madison Asset Management, LLC | 1,667,157 | $109.1M | 1.30% | −106,578−6.0% | Reduced |
| Timucuan Asset Management Inc | 1,503,334 | $98.3M | 3.62% | −11,367−0.8% | Reduced |
| Dimensional Fund Advisors LP | 1,345,514 | $88.0M | 0.02% | +67,740+5.3% | Added |
| Channing Capital Management, LLC | 1,338,234 | $87.5M | 2.02% | +30,139+2.3% | Added |
| Goldman Sachs Group Inc | 1,267,442 | $82.9M | 0.01% | −487,576−27.8% | Reduced |
| Nomura Asset Management International Inc. | 1,215,510 | $79.5M | 0.12% | +21,742+1.8% | Added |
| Fisher Asset Management, LLC | 1,037,894 | $67.9M | 0.02% | +9,257+0.9% | Added |
| Bank of New York Mellon Corp | 1,000,415 | $65.4M | 0.01% | +6,518+0.7% | Added |
| Heard Capital LLC | 979,810 | $64.1M | 2.74% | 00.0% | Unchanged |
| Morgan Stanley | 968,210 | $63.3M | 0.00% | +19,216+2.0% | Added |
| Wells Fargo & Company | 930,431 | $60.9M | 0.01% | +2,700+0.3% | Added |
| Northern Trust Corp | 864,683 | $56.6M | 0.01% | +54,217+6.7% | Added |
| JPMorgan Chase & Co | 791,833 | $50.0M | 0.00% | −385,779−32.8% | Reduced |
| Bank of America Corp | 752,349 | $49.2M | 0.00% | +58,537+8.4% | Added |
| Citadel Advisors LLC | 718,444 | $47.0M | 0.03% | +655,536+1,042.1% | Added |
| Manufacturers Life Insurance Company, The | 656,429 | $42.9M | 0.03% | +90,274+15.9% | Added |
| Jennison Associates LLC | 643,712 | $42.1M | 0.03% | −148,905−18.8% | Reduced |
| Vanguard Fiduciary Trust Co | 534,677 | $35.0M | 0.01% | +20,255+3.9% | Added |
| Royal Bank of Canada | 533,542 | $34.9M | 0.01% | −116,182−17.9% | Reduced |
| Emerald Advisers, LLC | 531,883 | $34.8M | 0.82% | −16,194−3.0% | Reduced |
| New York State Common Retirement Fund | 524,027 | $34.3M | 0.04% | +153,807+41.5% | Added |
| Junto Capital Management LP | 481,954 | $31.5M | 0.58% | +481,954 | New |
| Tributary Capital Management, LLC | 459,690 | $30.1M | 2.47% | −16,505−3.5% | Reduced |
| UBS Group AG | 445,789 | $29.2M | 0.00% | −25,197−5.3% | Reduced |
| Norges Bank | 433,073 | $28.3M | 0.00% | +433,073 | New |
| Raymond James Financial Inc | 430,844 | $28.2M | 0.01% | −32,666−7.0% | Reduced |
| Royce & Associates LP | 424,508 | $27.8M | 0.22% | +94,519+28.6% | Added |
| Freestone Grove Partners LP | 415,005 | $27.1M | 0.18% | +415,005 | New |
| Fort Washington Investment Advisors Inc | 412,153 | $27.0M | 0.14% | +31,433+8.3% | Added |
| Envestnet Asset Management Inc | 397,569 | $26.0M | 0.01% | +9,910+2.6% | Added |
| Woodline Partners LP | 383,317 | $25.1M | 0.08% | +240,775+168.9% | Added |
| Capital Management Corp | 367,076 | $24.0M | 3.60% | +11,838+3.3% | Added |
| Principal Financial Group Inc | 363,650 | $23.8M | 0.01% | +1,792+0.5% | Added |
| Renaissance Technologies LLC | 342,644 | $22.4M | 0.03% | +123,144+56.1% | Added |
| Emerald Mutual Fund Advisers Trust | 342,465 | $22.4M | 0.79% | 00.0% | Unchanged |
| AQR Capital Management LLC | 337,349 | $22.1M | 0.01% | −11,032−3.2% | Reduced |
| Lord, Abbett & Co. LLC | 321,051 | $21.0M | 0.06% | +41,957+15.0% | Added |
| Canada Pension Plan Investment Board | 288,900 | $18.9M | 0.01% | +3,500+1.2% | Added |
| SEI Investments Co | 284,910 | $18.6M | 0.02% | −41,447−12.7% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 283,885 | $18.1M | 0.03% | +355+0.1% | Added |
| Deutsche Bank AG | 272,492 | $17.8M | 0.01% | −29,774−9.9% | Reduced |
| Public Sector Pension Investment Board | 255,553 | $16.7M | 0.04% | −30,199−10.6% | Reduced |
| Bessemer Group Inc | 247,502 | $16.2M | 0.02% | +246,820+36,190.6% | Added |
| Invesco Ltd. | 229,255 | $15.0M | 0.00% | +23,716+11.5% | Added |
| First Eagle Investment Management, LLC | 220,000 | $14.4M | 0.01% | +144,899+192.9% | Added |
| Prana Capital Management, LP | 219,265 | $14.3M | 0.44% | +38,018+21.0% | Added |
| Penn Capital Management Co Inc | 210,064 | $13.8M | 0.87% | +210,064 | New |
| Cramer Rosenthal McGlynn LLC | 201,323 | $13.2M | 0.67% | +72,728+56.6% | Added |
| Victory Capital Management Inc | 198,144 | $13.0M | 0.01% | +84,693+74.7% | Added |
| Legal & General Group Plc | 194,336 | $12.7M | 0.00% | +8,215+4.4% | Added |
| First Trust Advisors LP | 191,599 | $12.5M | 0.01% | +107,432+127.6% | Added |
| Rhumbline Advisers | 180,413 | $11.8M | 0.01% | −25,759−12.5% | Reduced |
| Nuveen, LLC | 179,466 | $11.7M | 0.00% | −21,015−10.5% | Reduced |
| Winslow Asset Management Inc | 164,918 | $10.8M | 1.88% | +100.0% | Added |
| Stifel Financial Corp | 157,760 | $10.3M | 0.01% | −11,018−6.5% | Reduced |
| UBS Asset Management Americas Inc | 150,866 | $9.87M | 0.00% | −3,706−2.4% | Reduced |
| Swiss National Bank | 147,300 | $9.64M | 0.01% | +900+0.6% | Added |
| Balyasny Asset Management LLC | 141,768 | $9.27M | 0.02% | +141,768 | New |
| Longaeva Partners L.P. | 138,324 | $9.05M | 0.26% | +138,324 | New |
| Schonfeld Strategic Advisors LLC | 135,698 | $8.88M | 0.05% | +95,001+233.4% | Added |
| American Century Companies Inc | 123,765 | $8.10M | 0.00% | +50,543+69.0% | Added |
| Pier Capital, LLC | 104,681 | $6.85M | 0.91% | −34,141−24.6% | Reduced |
| Empowered Funds, LLC | 100,128 | $6.55M | 0.03% | +3,702+3.8% | Added |
| Price T Rowe Associates Inc | 99,722 | $6.52M | 0.00% | −137,599−58.0% | Reduced |
| Alps Advisors Inc | 94,704 | $6.20M | 0.03% | +14,014+17.4% | Added |
| Quantinno Capital Management LP | 94,367 | $6.17M | 0.01% | +6,832+7.8% | Added |
| Alliancebernstein L.P. | 99,343 | $5.66M | 0.00% | +3,070+3.2% | Added |
| California State Teachers Retirement System | 85,488 | $5.59M | 0.01% | −2,399−2.7% | Reduced |
| Federated Hermes, Inc. | 85,252 | $5.58M | 0.01% | +3,983+4.9% | Added |
| Palisades Investment Partners, LLC | 84,500 | $5.53M | 1.57% | +6,873+8.9% | Added |
| Regions Financial Corp | 82,564 | $5.40M | 0.03% | −8,983−9.8% | Reduced |
| Callan Family Office, LLC | 81,327 | $5.32M | 0.10% | −109−0.1% | Reduced |
| Great West Life Assurance Co | 81,146 | $5.31M | 0.01% | −1,547−1.9% | Reduced |
| Prudential Financial Inc | 77,150 | $5.05M | 0.01% | +1,405+1.9% | Added |
| Axiom Investors LLC | 76,770 | $5.02M | 0.04% | −73,345−48.9% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 71,989 | $4.71M | 0.04% | −202−0.3% | Reduced |
| Janney Montgomery Scott LLC | 69,982 | $4.58M | 0.01% | +20,362+41.0% | Added |
| LPL Financial LLC | 69,052 | $4.52M | 0.00% | +3,266+5.0% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 68,711 | $4.50M | 0.01% | +6,016+9.6% | Added |
| Wiley Bros.-Aintree Capital, LLC | 67,660 | $4.43M | 0.02% | +10,217+17.8% | Added |
| Vanguard Asset Management, Ltd | 66,443 | $4.35M | 0.00% | +310.0% | Added |
| EFG International AG | 63,816 | $4.18M | 0.08% | +5,289+9.0% | Added |
| Ensign Peak Advisors, Inc | 62,302 | $4.08M | 0.01% | +38,765+164.7% | Added |
| Mirae Asset Global Investments Co., Ltd. | 62,151 | $4.07M | 0.01% | +10,362+20.0% | Added |
| CI Private Wealth, LLC | 58,232 | $3.81M | 0.01% | +613+1.1% | Added |
| Hilton Capital Management, LLC | 58,226 | $3.81M | 0.26% | +2,611+4.7% | Added |
| Vestmark Advisory Solutions, Inc. | 58,131 | $3.80M | 0.04% | +19,064+48.8% | Added |