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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.

Q2 2021 vs. Q1 2021

How the institutions holding Moelis & Co changed between Q1 2021 and Q2 2021.

All holders in Q2 2021All holders in Q1 2021

13F holders of MC: Q1 2021 compared with Q2 2021
MeasureQ1 2021Q2 2021Change
Holders259272+13
Shares57.5M56.4M−1.05M (−1.8%)
Value$3.16B$3.22B+$55.9M (+1.8%)

New holders (41)

Institutions that held Moelis & Co at the end of Q2 2021 but not at the end of Q1 2021.

Institutions new to MC in Q2 2021
InstitutionSharesValue% of portfolio
Robeco Institutional Asset Management B.V.87,089$4.96M0.01%
Meritage Portfolio Management50,975$2.90M0.17%
Chevy Chase Trust Holdings, Inc.49,857$2.84M0.01%
Two Sigma Investments, LP22,964$1.31M0.00%
Two Sigma Advisers, LP18,300$1.04M0.00%
Balyasny Asset Management LLC13,412$763.0K0.00%
Quadrature Capital Ltd13,305$757.0K0.03%
WBI Investments11,121$633.0K0.10%
Jump Financial, LLC10,900$620.0K0.06%
Voloridge Investment Management, LLC10,253$583.0K0.00%
Peak Financial Advisors LLC9,805$558.0K0.48%
GWM Advisors LLC9,720$553.0K0.01%
Blueshift Asset Management, LLC9,145$520.0K0.03%
Caption Management, LLC7,852$447.0K0.04%
Baird Financial Group, Inc.5,768$328.0K0.00%
Oppenheimer & Co Inc5,486$312.0K0.01%
Mackenzie Financial Corp5,483$312.0K0.00%
Connor, Clark & Lunn Investment Management Ltd.5,243$298.0K0.00%
Virtu Financial LLC5,113$291.0K0.03%
Kestra Advisory Services, LLC4,582$261.0K0.00%
Lebenthal Global Advisors, LLC4,048$230.0K0.12%
State of Tennessee, Treasury Department4,025$229.0K0.00%
Gsa Capital Partners LLP4,016$228.0K0.03%
Raymond James Trust N.A.3,793$216.0K0.01%
CIBC World Markets Inc.3,757$214.0K0.00%
KB Financial Partners, LLC3,741$213.0K0.08%
Capula Management Ltd3,769$212.0K0.04%
Belpointe Asset Management LLC3,470$197.0K0.01%
HM Payson & Co1,089$62.0K0.00%
First Eagle Investment Management, LLC708$40.0K0.00%
Eagle Bay Advisors LLC579$34.0K0.03%
Exchange Traded Concepts, LLC420$24.0K0.00%
Arkadios Wealth Advisors162$9.00K0.00%
Signaturefd, LLC142$8.00K0.00%
Proequities, Inc.100$6.00K0.00%
Northwestern Mutual Wealth Management Co96$5.00K0.00%
Johnson Financial Group, Inc.28$2.00K0.00%
Advisory Services Network, LLC26$2.00K0.00%
Ford Financial Group, LLC48$2.00K0.00%
Quadrant Capital Group LLC4$00.00%
Edge Capital Group, LLC1,268––

Sold out (28)

Institutions that held Moelis & Co at the end of Q1 2021 and filed for Q2 2021 without it.