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, Q2 2021
Institutional positions in Moelis & Co as of Jun 30, 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
- 272
- +13 vs. Q1 2021
- Shares held
- 56.4M
- −1.05M (−1.8%) vs. Q1 2021
- Total value
- $3.22B
- +$55.9M (+1.8%) vs. Q1 2021
- New holders
- 41
- 108 more added
- Sold out
- 28
- 71 more reduced
Compare with Q1 2021: 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 | $5.25B |
| Q1 2026 | 402 | $4.56B |
| Q4 2025 | 399 | $5.32B |
| Q3 2025 | 397 | $5.40B |
| Q2 2025 | 376 | $4.74B |
| Q1 2025 | 380 | $4.34B |
| Q4 2024 | 352 | $5.26B |
| Q3 2024 | 334 | $4.91B |
| Q2 2024 | 294 | $4.13B |
| Q1 2024 | 308 | $4.12B |
| Q4 2023 | 280 | $4.06B |
| Q3 2023 | 268 | $3.30B |
| Q2 2023 | 259 | $3.42B |
| Q1 2023 | 245 | $2.53B |
| Q4 2022 | 241 | $2.44B |
| Q3 2022 | 246 | $2.12B |
| Q2 2022 | 260 | $2.42B |
| Q1 2022 | 281 | $2.78B |
| Q4 2021 | 313 | $3.62B |
| Q3 2021 | 291 | $3.47B |
| Q2 2021 | 272 | $3.22B |
| Q1 2021 | 259 | $3.16B |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding Moelis & Co; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Kayne Anderson Rudnick Investment Management LLC | 6,044,339 | $343.9M | 0.85% | −55,246−0.9% | Reduced |
| Vanguard Group Inc | 5,930,486 | $337.4M | 0.01% | +438,869+8.0% | Added |
| BlackRock Inc. | 4,528,434 | $257.6M | 0.01% | −268,214−5.6% | Reduced |
| London Co of Virginia | 3,767,835 | $214.4M | 1.14% | +164,432+4.6% | Added |
| JPMorgan Chase & Co | 2,658,685 | $151.3M | 0.02% | −110,999−4.0% | Reduced |
| Alliancebernstein L.P. | 2,141,605 | $121.8M | 0.05% | −675,787−24.0% | Reduced |
| Timucuan Asset Management Inc | 2,022,562 | $115.1M | 4.56% | +2,974+0.1% | Added |
| Artisan Partners Limited Partnership | 1,796,856 | $102.2M | 0.12% | +5,932+0.3% | Added |
| Federated Hermes, Inc. | 1,700,147 | $96.7M | 0.18% | +32,664+2.0% | Added |
| State Street Corp | 1,217,397 | $69.3M | 0.00% | +169,827+16.2% | Added |
| Westwood Holdings Group Inc. | 1,102,554 | $62.7M | 0.64% | −60,895−5.2% | Reduced |
| Bamco Inc | 1,099,924 | $62.6M | 0.14% | −4,065−0.4% | Reduced |
| Vaughan Nelson Investment Management, L.P. | 1,042,197 | $59.3M | 0.60% | −316,030−23.3% | Reduced |
| Geode Capital Management, LLC | 1,023,496 | $58.2M | 0.01% | +141,401+16.0% | Added |
| Wasatch Advisors Inc | 1,001,098 | $57.0M | 0.23% | +162,381+19.4% | Added |
| Dimensional Fund Advisors LP | 920,464 | $52.4M | 0.02% | −36,592−3.8% | Reduced |
| Wells Fargo & Company | 846,353 | $48.1M | 0.01% | −208,227−19.7% | Reduced |
| Royce & Associates LP | 831,235 | $47.3M | 0.32% | −137,000−14.1% | Reduced |
| Emerald Mutual Fund Advisers Trust | 755,652 | $43.0M | 1.41% | 00.0% | Unchanged |
| Emerald Advisers, LLC | 752,197 | $42.8M | 1.56% | −26,300−3.4% | Reduced |
| Capital World Investors | 719,000 | $40.9M | 0.01% | 00.0% | Unchanged |
| Northern Trust Corp | 657,665 | $37.4M | 0.01% | +34,227+5.5% | Added |
| Madison Asset Management, LLC | 608,740 | $34.6M | 0.47% | −3,424−0.6% | Reduced |
| Ameriprise Financial Inc | 558,443 | $31.8M | 0.01% | +7,702+1.4% | Added |
| Bank of America Corp | 526,029 | $29.9M | 0.00% | +15,653+3.1% | Added |
| Charles Schwab Investment Management Inc | 524,547 | $29.8M | 0.01% | +44,351+9.2% | Added |
| Norges Bank | 515,117 | $29.3M | 0.01% | +67,976+15.2% | Added |
| Heard Capital LLC | 470,230 | $26.8M | 6.09% | +163,370+53.2% | Added |
| Lord, Abbett & Co. LLC | 440,724 | $25.1M | 0.06% | −256,875−36.8% | Reduced |
| Bank of New York Mellon Corp | 430,904 | $24.5M | 0.00% | +33,347+8.4% | Added |
| Manufacturers Life Insurance Company, The | 408,436 | $23.2M | 0.02% | +23,610+6.1% | Added |
| Tributary Capital Management, LLC | 328,996 | $18.7M | 1.42% | −15,634−4.5% | Reduced |
| Citadel Advisors LLC | 325,304 | $18.5M | 0.02% | +75,221+30.1% | Added |
| Nuveen Asset Management, LLC | 318,384 | $18.1M | 0.01% | +50,850+19.0% | Added |
| Capital Management Corp | 288,465 | $16.4M | 3.48% | +77,670+36.8% | Added |
| Adirondack Retirement Specialists, Inc. | 170,262 | $16.2M | 15.35% | +3,220+1.9% | Added |
| Raymond James & Associates | 283,556 | $16.1M | 0.01% | +47,554+20.1% | Added |
| Parametric Portfolio Associates LLC | 278,902 | $15.9M | 0.01% | +15,658+5.9% | Added |
| Millennium Management LLC | 263,347 | $15.0M | 0.02% | +13,429+5.4% | Added |
| Jennison Associates LLC | 247,477 | $14.1M | 0.01% | −7,697−3.0% | Reduced |
| Renaissance Technologies LLC | 241,244 | $13.7M | 0.02% | −130,600−35.1% | Reduced |
| Goldman Sachs Group Inc | 229,292 | $13.0M | 0.00% | −92,415−28.7% | Reduced |
| Deutsche Bank AG | 211,683 | $12.0M | 0.01% | +8,691+4.3% | Added |
| Invesco Ltd. | 202,147 | $11.5M | 0.00% | +34,094+20.3% | Added |
| Wellington Management Group LLP | 196,951 | $11.2M | 0.00% | +38,794+24.5% | Added |
| Pier Capital, LLC | 189,827 | $10.8M | 1.08% | −26,465−12.2% | Reduced |
| FMR LLC | 176,688 | $10.1M | 0.00% | −5,516−3.0% | Reduced |
| Winslow Asset Management Inc | 175,938 | $10.0M | 1.87% | +506+0.3% | Added |
| First Trust Advisors LP | 170,364 | $9.69M | 0.01% | +33,746+24.7% | Added |
| Cramer Rosenthal McGlynn LLC | 166,137 | $9.45M | 0.30% | −362,473−68.6% | Reduced |
| First Republic Investment Management, Inc. | 161,257 | $9.17M | 0.02% | +4,563+2.9% | Added |
| Morgan Stanley | 145,306 | $8.27M | 0.00% | −44,169−23.3% | Reduced |
| Principal Financial Group Inc | 144,732 | $8.23M | 0.01% | +133,461+1,184.1% | Added |
| D. E. Shaw & Co., Inc. | 144,405 | $8.21M | 0.01% | +126,767+718.7% | Added |
| UBS Group AG | 134,124 | $7.63M | 0.00% | −8,969−6.3% | Reduced |
| Swiss National Bank | 127,900 | $7.28M | 0.00% | +1,100+0.9% | Added |
| Royal Bank of Canada | 127,559 | $7.26M | 0.00% | +6,074+5.0% | Added |
| Schroder Investment Management Group | 125,629 | $7.15M | 0.01% | +30,381+31.9% | Added |
| Man Group plc | 115,862 | $6.59M | 0.02% | −20,990−15.3% | Reduced |
| Stifel Financial Corp | 113,126 | $6.44M | 0.01% | −125−0.1% | Reduced |
| Natixis Advisors, L.P. | 112,796 | $6.42M | 0.03% | −26,843−19.2% | Reduced |
| ClariVest Asset Management LLC | 100,526 | $5.72M | 0.19% | −223−0.2% | Reduced |
| Mutual of America Capital Management LLC | 91,206 | $5.19M | 0.05% | −130,703−58.9% | Reduced |
| Robeco Institutional Asset Management B.V. | 87,089 | $4.96M | 0.01% | +87,089 | New |
| California State Teachers Retirement System | 84,315 | $4.80M | 0.01% | +4,637+5.8% | Added |
| New York State Common Retirement Fund | 82,933 | $4.72M | 0.00% | +4,533+5.8% | Added |
| APG Asset Management N.V. | 95,062 | $4.56M | 0.01% | −69,100−42.1% | Reduced |
| Regions Financial Corp | 78,543 | $4.47M | 0.04% | +3,116+4.1% | Added |
| Public Employees Retirement System of Ohio | 75,989 | $4.32M | 0.02% | +4,778+6.7% | Added |
| Rhumbline Advisers | 70,863 | $4.03M | 0.01% | +15,736+28.5% | Added |
| Neuberger Berman Group LLC | 68,859 | $3.92M | 0.00% | +450+0.7% | Added |
| Envestnet Asset Management Inc | 67,892 | $3.86M | 0.00% | −1,207−1.7% | Reduced |
| Mondrian Investment Partners LTD | 67,672 | $3.85M | 0.07% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 64,979 | $3.70M | 0.00% | +5,876+9.9% | Added |
| Brinker Capital Investments, LLC | 64,580 | $3.67M | 0.05% | −90.0% | Reduced |
| Allianz Asset Management GmbH | 64,011 | $3.64M | 0.00% | −3,625−5.4% | Reduced |
| Cubist Systematic Strategies, LLC | 58,863 | $3.35M | 0.04% | −17,807−23.2% | Reduced |
| Zacks Investment Management | 53,058 | $3.02M | 0.05% | +1,873+3.7% | Added |
| Bramshill Investments, LLC | 52,834 | $3.01M | 0.23% | +10,067+23.5% | Added |
| Meritage Portfolio Management | 50,975 | $2.90M | 0.17% | +50,975 | New |
| Chevy Chase Trust Holdings, Inc. | 49,857 | $2.84M | 0.01% | +49,857 | New |
| SEI Investments Co | 49,119 | $2.79M | 0.01% | +89+0.2% | Added |
| Advisors Asset Management, Inc. | 48,943 | $2.78M | 0.04% | +36,936+307.6% | Added |
| State of New Jersey Common Pension Fund D | 47,924 | $2.73M | 0.01% | +4,071+9.3% | Added |
| Credit Suisse AG | 47,375 | $2.69M | 0.00% | +2,873+6.5% | Added |
| Salvus Wealth Management, LLC | 44,786 | $2.55M | 2.15% | −149−0.3% | Reduced |
| AQR Capital Management LLC | 42,822 | $2.44M | 0.00% | +13,658+46.8% | Added |
| Legal & General Group Plc | 41,140 | $2.34M | 0.00% | +434+1.1% | Added |
| Ascendant Capital Management, LLC | 35,000 | $1.99M | 1.42% | +1,000+2.9% | Added |
| American International Group, Inc. | 34,282 | $1.95M | 0.01% | +3,485+11.3% | Added |
| Virginia Retirement Systems Et Al | 32,900 | $1.87M | 0.02% | +11,500+53.7% | Added |
| LPL Financial LLC | 31,281 | $1.78M | 0.00% | +548+1.8% | Added |
| Tudor Investment Corp Et Al | 30,916 | $1.76M | 0.04% | +2,192+7.6% | Added |
| Wesbanco Bank Inc | 30,132 | $1.71M | 0.06% | 00.0% | Unchanged |
| HCR Wealth Advisors | 29,965 | $1.71M | 0.30% | 00.0% | Unchanged |
| Citizens Business Bank | 29,155 | $1.66M | 0.22% | 00.0% | Unchanged |
| Cornerstone Investment Partners, LLC | 28,725 | $1.63M | 0.09% | +5,634+24.4% | Added |
| O'Shares Investment Advisers, LLC | 28,215 | $1.60M | 0.11% | +3,487+14.1% | Added |
| Los Angeles Capital Management LLC | 27,545 | $1.57M | 0.01% | +5,020+22.3% | Added |
| STRS Ohio | 27,000 | $1.54M | 0.01% | +1,800+7.1% | Added |