Skip to main content

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 $5.25B in total; no superinvestor holds it.

13F holders, Q1 2021

Institutional positions in Moelis & Co as of Mar 31, 2021. 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
259
No complete 13F data for Q4 2020
Shares held
57.5M
No complete 13F data for Q4 2020
Total value
$3.16B
No complete 13F data for Q4 2020

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.

Institutional holdersQ1 2021: 259 institutions
Q1 2021: 259 institutionsQ2 2021: 272 institutionsQ3 2021: 291 institutionsQ4 2021: 313 institutionsQ1 2022: 281 institutionsQ2 2022: 260 institutionsQ3 2022: 246 institutionsQ4 2022: 241 institutionsQ1 2023: 245 institutionsQ2 2023: 259 institutionsQ3 2023: 268 institutionsQ4 2023: 280 institutionsQ1 2024: 308 institutionsQ2 2024: 294 institutionsQ3 2024: 334 institutionsQ4 2024: 352 institutionsQ1 2025: 380 institutionsQ2 2025: 376 institutionsQ3 2025: 397 institutionsQ4 2025: 399 institutionsQ1 2026: 402 institutionsQ2 2026: 397 institutions
Value heldQ1 2021: $3.16B
Q1 2021: $3.16BQ2 2021: $3.22BQ3 2021: $3.47BQ4 2021: $3.62BQ1 2022: $2.78BQ2 2022: $2.42BQ3 2022: $2.12BQ4 2022: $2.44BQ1 2023: $2.53BQ2 2023: $3.42BQ3 2023: $3.30BQ4 2023: $4.06BQ1 2024: $4.12BQ2 2024: $4.13BQ3 2024: $4.91BQ4 2024: $5.26BQ1 2025: $4.34BQ2 2025: $4.74BQ3 2025: $5.40BQ4 2025: $5.32BQ1 2026: $4.56BQ2 2026: $5.25B
Institutions holding MC and their total value by quarter
QuarterHoldersValue
Q2 2026397$5.25B
Q1 2026402$4.56B
Q4 2025399$5.32B
Q3 2025397$5.40B
Q2 2025376$4.74B
Q1 2025380$4.34B
Q4 2024352$5.26B
Q3 2024334$4.91B
Q2 2024294$4.13B
Q1 2024308$4.12B
Q4 2023280$4.06B
Q3 2023268$3.30B
Q2 2023259$3.42B
Q1 2023245$2.53B
Q4 2022241$2.44B
Q3 2022246$2.12B
Q2 2022260$2.42B
Q1 2022281$2.78B
Q4 2021313$3.62B
Q3 2021291$3.47B
Q2 2021272$3.22B
Q1 2021259$3.16B

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding Moelis & Co.

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding MC in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Harbour Investments, Inc.3$00.00%––
Assetmark, Inc2$00.00%––
Glassman Wealth Services3$00.00%––
Sofos Investments, Inc.1$410.00%––
Ameritas Investment Company, LLC8$4390.00%––
Washington Trust Co33$2.00K0.00%––
Plante Moran Financial Advisors, LLC28$2.00K0.00%––
TCI Wealth Advisors, Inc.37$2.00K0.00%––
NVWM, LLC35$2.00K0.00%––
Sound Income Strategies, LLC44$2.42K0.00%––
Accel Wealth Management56$3.00K0.00%––
RPG Investment Advisory, LLC80$4.00K0.00%––
Private Capital Group, LLC73$4.00K0.00%––
Howe & Rusling Inc94$5.00K0.00%––
Creative Financial Designs Inc95$5.00K0.00%––
Parallel Advisors, LLC85$5.00K0.00%––
Cordasco Financial Network135$7.00K0.01%––
NEXT Financial Group, Inc123$7.00K0.00%––
Versant Capital Management, Inc124$7.00K0.00%––
IFP Advisors, Inc136$8.00K0.00%––
Evolution Wealth Advisors, LLC175$10.0K0.00%––
Lindbrook Capital, LLC176$10.0K0.00%––
Harbor Investment Advisory, LLC200$11.0K0.00%––
Better Money Decisions, LLC207$11.0K0.01%––
Berman Capital Advisors, LLC222$12.0K0.00%––
CWM, LLC232$13.0K0.00%––
Liberty Wealth Management LLC274$14.0K0.01%––
Jones Financial Companies LLLP309$17.0K0.00%––
Reilly Financial Advisors, LLC325$18.0K0.00%––
American Portfolios Advisors430$23.6K0.00%––
Alpha DNA Investment Management LLC440$24.0K0.03%––
Bessemer Group Inc683$37.0K0.00%––
Wolff Wiese Magana LLC877$48.0K0.04%––
FourThought Financial, LLC879$48.0K0.01%––
First Horizon Advisors, Inc.923$50.0K0.00%––
Graves-Light Private Wealth Management, Inc.910$50.0K0.01%––
Westside Investment Management, Inc.953$52.0K0.00%––
Standard Family Office LLC940$52.0K0.01%––
Maverick Capital LtdSuperinvestorMaverick Capital973$53.0K0.00%––
Macquarie Group Ltd981$54.0K0.00%––
Heritage Wealth Management, LLC1,098$60.0K0.03%––
Eaton Vance Management1,221$67.0K0.00%––
Fieldpoint Private Securities, LLC1,234$68.0K0.02%––
Simplex Trading, LLC1,508$82.0K0.00%––
Evoke Wealth, LLC1,650$91.0K0.00%––
New York State Teachers Retirement System1,800$99.0K0.00%––
Group One Trading, L.P.1,795$99.0K0.00%––
FORA Capital, LLC1,866$102.0K0.03%––
Cutler Group LP2,010$110.0K0.01%––
O'Shaughnessy Asset Management, LLC2,960$162.0K0.00%––
Simon Quick Advisors, LLC3,354$184.0K0.05%––
Bank of Montreal3,426$188.0K0.00%––
Northwest Bancshares, Inc.3,666$201.0K0.05%––
Comerica Bank3,604$205.0K0.00%––
First Mercantile Trust Co3,841$211.0K0.02%––
Verition Fund Management LLC3,865$212.0K0.00%––
XTX Topco Ltd3,946$217.0K0.11%––
Hilton Capital Management, LLC4,008$220.0K0.02%––
BTC Capital Management, Inc.4,141$227.0K0.03%––
Steward Partners Investment Advisory, LLC4,189$229.9K0.00%––
PEAK6 Investments LLC4,205$231.0K0.01%––
Wilbanks Smith & Thomas Asset Management LLC4,309$236.0K0.01%––
Campbell & CO Investment Adviser LLC4,363$239.0K0.15%––
Pictet Asset Management Ltd4,400$241.0K0.00%––
Ameritas Investment Partners, Inc.4,426$243.0K0.01%––
United Capital Financial Advisers, LLC4,492$247.0K0.00%––
D.A. Davidson & Co.4,582$251.0K0.00%––
MML Investors Services, LLC4,712$259.0K0.00%––
Prudential Financial Inc4,904$269.0K0.00%––
SFMG, LLC4,900$269.0K0.03%––
Cipher Capital LP4,956$272.0K0.03%––
Naples Global Advisors, LLC5,145$282.0K0.04%––
Rockefeller Capital Management L.P.5,152$282.0K0.00%––
Meeder Asset Management Inc5,149$284.0K0.01%––
Captrust Financial Advisors5,212$286.0K0.00%––
Tower Research Capital LLC (TRC)5,255$288.0K0.00%––
Snowden Capital Advisors LLC5,552$304.7K0.02%––
Great West Life Assurance Co5,630$307.0K0.00%––
Marshall Wace North America L.P.5,819$319.0K0.00%––
Geneos Wealth Management Inc.5,900$320.0K0.01%––
State of Wisconsin Investment Board6,000$329.0K0.00%––
Alps Advisors Inc5,998$329.0K0.00%––
M Holdings Securities, Inc.6,040$331.0K0.03%––
Teacher Retirement System of Texas6,067$333.0K0.00%––
Bridgefront Capital, LLC6,211$341.0K0.11%––
Zurcher Kantonalbank (Zurich Cantonalbank)6,473$355.0K0.00%––
Victory Capital Management Inc6,578$361.0K0.00%––
Skandinaviska Enskilda Banken AB (publ)7,200$395.0K0.00%––
Curated Wealth Partners LLC7,199$395.0K0.24%––
IndexIQ Advisors LLC7,256$398.0K0.01%––
Advisor Group Holdings, Inc.7,372$407.0K0.00%––
Amalgamated Bank7,524$413.0K0.02%––
Public Employees Retirement Association of Colorado7,648$420.0K0.00%––
HRT Financial LP7,672$421.0K0.00%––
US Bancorp7,959$436.0K0.00%––
Pitcairn Co8,028$441.0K0.03%––
Sigma Planning Corp8,349$458.0K0.01%––
DuPont Capital Management Corp8,887$488.0K0.01%––
Dynamic Technology Lab Private Ltd9,873$542.0K0.06%––
Caxton Associates LP9,902$543.0K0.05%––