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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
Globeflex Capital L P9,956$546.0K0.10%––
Brewin Dolphin Ltd10,255$562.8K0.03%––
Handelsbanken Fonder AB10,551$579.0K0.00%––
Jane Street Group, LLC10,702$588.0K0.00%––
BNP Paribas Arbitrage, SA11,044$606.1K0.00%––
Principal Financial Group Inc11,271$619.0K0.00%––
Qube Research & Technologies Ltd11,494$631.0K0.01%––
SG Americas Securities, LLC11,620$638.0K0.00%––
Campbell Newman Asset Management Inc11,854$651.0K0.07%––
State Board of Administration of Florida Retirement System11,862$651.0K0.00%––
Advisors Asset Management, Inc.12,007$658.9K0.01%––
Paloma Partners Management Co12,027$660.0K0.02%––
Mercer Global Advisors Inc12,460$684.0K0.01%––
Foresight Wealth Management, LLC12,647$694.0K0.34%––
First Hawaiian Bank12,840$705.0K0.03%––
Engineers Gate Manager LP13,417$736.0K0.04%––
Janney Montgomery Scott LLC13,673$750.0K0.00%––
Nisa Investment Advisors, LLC13,721$753.0K0.00%––
Psagot Investment House Ltd.13,907$763.0K0.02%––
ProShare Advisors LLC14,120$775.0K0.00%––
Metropolitan Life Insurance Co14,266$782.9K0.01%––
Boston Private Wealth LLC14,791$812.0K0.01%––
Harbor Advisors LLC14,800$812.0K0.18%––
Verdence Capital Advisors LLC15,391$845.0K0.14%––
Wakefield Asset Management LLLP15,738$864.0K0.35%––
Hennion & Walsh Asset Management, Inc.15,825$868.0K0.05%––
Arizona State Retirement System16,145$886.0K0.01%––
The PNC Financial Services Group, Inc.16,239$892.0K0.00%––
ExodusPoint Capital Management, LP17,412$956.0K0.02%––
D. E. Shaw & Co., Inc.17,638$968.0K0.00%––
Vestcor Inc17,742$974.0K0.04%––
Essex Investment Management Co LLC17,864$980.0K0.12%––
Origin Asset Management LLP17,967$986.0K0.10%––
Winton Group Ltd18,721$1.03M0.06%––
Weld Capital Management LLC18,886$1.04M0.44%––
MetLife Investment Management19,426$1.07M0.01%––
HSBC Holdings PLC19,532$1.07M0.00%––
Vestmark Advisory Solutions, Inc.20,551$1.13M0.10%––
NewEdge Wealth, LLC20,551$1.13M0.11%––
AlphaCrest Capital Management LLC20,600$1.13M0.06%––
Hudson Value Partners, LLC20,980$1.15M0.69%––
Virginia Retirement Systems Et Al21,400$1.17M0.01%––
Hillsdale Investment Management Inc.21,650$1.19M0.10%––
Price T Rowe Associates Inc21,666$1.19M0.00%––
Creative Planning21,805$1.20M0.00%––
Los Angeles Capital Management LLC22,525$1.24M0.01%––
American Century Companies Inc22,856$1.25M0.00%––
Jackson Creek Investment Advisors LLC22,931$1.26M0.44%––
Quantbot Technologies LP23,032$1.26M0.12%––
Voya Investment Management LLC23,063$1.27M0.00%––
Cornerstone Investment Partners, LLC23,091$1.27M0.07%––
Citigroup Inc23,446$1.29M0.00%––
HighTower Advisors, LLC23,896$1.31M0.00%––
O'Shares Investment Advisers, LLC24,728$1.36M0.10%––
STRS Ohio25,200$1.38M0.01%––
First National Bank of Omaha25,347$1.39M0.07%––
Russell Investments Group, Ltd.25,322$1.39M0.00%––
Cornercap Investment Counsel Inc25,509$1.40M0.16%––
B. Metzler seel. Sohn & Co. Holding AG25,792$1.42M0.02%––
Park Circle Co26,676$1.46M1.30%––
Occudo Quantitative Strategies LP27,161$1.49M0.33%––
Tudor Investment Corp Et Al28,724$1.58M0.03%––
Allstate Corp28,798$1.58M0.05%––
Citizens Business Bank29,155$1.60M0.22%––
AQR Capital Management LLC29,164$1.60M0.00%––
HCR Wealth Advisors29,965$1.64M0.33%––
Wesbanco Bank Inc30,132$1.65M0.07%––
LPL Financial LLC30,733$1.69M0.00%––
American International Group, Inc.30,797$1.69M0.01%––
Ascendant Capital Management, LLC34,000$1.87M1.64%––
Marshall Wace, LLP37,504$2.06M0.01%––
Federation des caisses Desjardins du Quebec37,659$2.07M0.02%––
Legal & General Group Plc40,706$2.23M0.00%––
Bramshill Investments, LLC42,767$2.35M0.15%––
State of New Jersey Common Pension Fund D43,853$2.41M0.01%––
Credit Suisse AG44,502$2.44M0.00%––
Salvus Wealth Management, LLC44,935$2.47M2.31%––
Grandeur Peak Global Advisors, LLC48,481$2.66M0.15%––
SEI Investments Co49,030$2.69M0.01%––
Zacks Investment Management51,185$2.81M0.05%––
Rhumbline Advisers55,127$3.02M0.00%––
Acadian Asset Management LLC57,847$3.17M0.01%––
UBS Asset Management Americas Inc59,103$3.24M0.00%––
Barclays PLC63,706$3.50M0.00%––
Brinker Capital Investments, LLC64,589$3.54M0.05%––
Mondrian Investment Partners LTD67,672$3.67M0.08%––
Allianz Asset Management GmbH67,636$3.71M0.00%––
Neuberger Berman Group LLC68,409$3.75M0.00%––
Envestnet Asset Management Inc69,099$3.79M0.00%––
Public Employees Retirement System of Ohio71,211$3.91M0.02%––
Susquehanna Fundamental Investments, LLC75,306$4.13M0.07%––
Regions Financial Corp75,427$4.14M0.04%––
Cubist Systematic Strategies, LLC76,670$4.21M0.05%––
New York State Common Retirement Fund78,400$4.30M0.00%––
California State Teachers Retirement System79,678$4.37M0.01%––
Schroder Investment Management Group95,248$5.23M0.01%––
California Public Employees Retirement System98,757$5.42M0.00%––
ClariVest Asset Management LLC100,749$5.53M0.20%––
Stifel Financial Corp113,251$6.21M0.01%––
Royal Bank of Canada121,485$6.67M0.00%––