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 |
|---|---|---|---|---|---|
| Harbour Investments, Inc. | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 4 | $0 | 0.00% | +4 | New |
| Berman Capital Advisors, LLC | 24 | $1.00K | 0.00% | −198−89.2% | Reduced |
| Washington Trust Co | 21 | $1.00K | 0.00% | −12−36.4% | Reduced |
| Plante Moran Financial Advisors, LLC | 28 | $2.00K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 28 | $2.00K | 0.00% | +28 | New |
| Advisory Services Network, LLC | 26 | $2.00K | 0.00% | +26 | New |
| Ford Financial Group, LLC | 48 | $2.00K | 0.00% | +48 | New |
| Sound Income Strategies, LLC | 44 | $3.00K | 0.00% | 00.0% | Unchanged |
| RPG Investment Advisory, LLC | 70 | $4.00K | 0.00% | −10−12.5% | Reduced |
| Howe & Rusling Inc | 94 | $5.00K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 95 | $5.00K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 85 | $5.00K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 96 | $5.00K | 0.00% | +96 | New |
| Proequities, Inc. | 100 | $6.00K | 0.00% | +100 | New |
| NEXT Financial Group, Inc | 123 | $7.00K | 0.00% | 00.0% | Unchanged |
| Cordasco Financial Network | 135 | $8.00K | 0.01% | 00.0% | Unchanged |
| Private Capital Group, LLC | 147 | $8.00K | 0.00% | +74+101.4% | Added |
| Signaturefd, LLC | 142 | $8.00K | 0.00% | +142 | New |
| Arkadios Wealth Advisors | 162 | $9.00K | 0.00% | +162 | New |
| Cutler Group LP | 179 | $10.0K | 0.00% | −1,831−91.1% | Reduced |
| Lindbrook Capital, LLC | 176 | $10.0K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 200 | $11.0K | 0.00% | 00.0% | Unchanged |
| Liberty Wealth Management LLC | 210 | $12.0K | 0.00% | −64−23.4% | Reduced |
| Better Money Decisions, LLC | 207 | $12.0K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 232 | $13.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 240 | $14.0K | 0.00% | +104+76.5% | Added |
| Reilly Financial Advisors, LLC | 325 | $18.0K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 309 | $18.0K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 420 | $24.0K | 0.00% | +420 | New |
| Eagle Bay Advisors LLC | 579 | $34.0K | 0.03% | +579 | New |
| Bessemer Group Inc | 683 | $39.0K | 0.00% | 00.0% | Unchanged |
| First Eagle Investment Management, LLC | 708 | $40.0K | 0.00% | +708 | New |
| Graves-Light Private Wealth Management, Inc. | 747 | $42.0K | 0.01% | −163−17.9% | Reduced |
| FourThought Financial, LLC | 855 | $48.0K | 0.01% | −24−2.7% | Reduced |
| Wolff Wiese Magana LLC | 877 | $50.0K | 0.04% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 923 | $51.0K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 953 | $54.0K | 0.00% | 00.0% | Unchanged |
| Macquarie Group Ltd | 981 | $56.0K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 1,080 | $61.4K | 0.00% | +650+151.2% | Added |
| HM Payson & Co | 1,089 | $62.0K | 0.00% | +1,089 | New |
| PEAK6 Investments LLC | 1,614 | $92.0K | 0.00% | −2,591−61.6% | Reduced |
| Evoke Wealth, LLC | 1,650 | $94.0K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Management, LLC | 1,775 | $101.0K | 0.04% | +677+61.7% | Added |
| Group One Trading, L.P. | 1,902 | $108.0K | 0.00% | +107+6.0% | Added |
| Tower Research Capital LLC (TRC) | 2,279 | $130.0K | 0.00% | −2,976−56.6% | Reduced |
| Fieldpoint Private Securities, LLC | 2,207 | $134.0K | 0.03% | +973+78.8% | Added |
| SG Americas Securities, LLC | 2,524 | $144.0K | 0.00% | −9,096−78.3% | Reduced |
| First Mercantile Trust Co | 2,709 | $154.0K | 0.02% | −1,132−29.5% | Reduced |
| Standard Family Office LLC | 2,712 | $154.0K | 0.03% | +1,772+188.5% | Added |
| O'Shaughnessy Asset Management, LLC | 2,960 | $168.0K | 0.00% | 00.0% | Unchanged |
| Maverick Capital LtdSuperinvestorMaverick Capital | 3,280 | $187.0K | 0.00% | +2,307+237.1% | Added |
| Simon Quick Advisors, LLC | 3,354 | $190.0K | 0.05% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 3,383 | $192.0K | 0.00% | −806−19.2% | Reduced |
| Belpointe Asset Management LLC | 3,470 | $197.0K | 0.01% | +3,470 | New |
| FORA Capital, LLC | 3,486 | $198.0K | 0.04% | +1,620+86.8% | Added |
| Bridgefront Capital, LLC | 3,612 | $205.0K | 0.08% | −2,599−41.8% | Reduced |
| Capula Management Ltd | 3,769 | $212.0K | 0.04% | +3,769 | New |
| Northwest Bancshares, Inc. | 3,748 | $213.0K | 0.05% | +82+2.2% | Added |
| KB Financial Partners, LLC | 3,741 | $213.0K | 0.08% | +3,741 | New |
| CIBC World Markets Inc. | 3,757 | $214.0K | 0.00% | +3,757 | New |
| Raymond James Trust N.A. | 3,793 | $216.0K | 0.01% | +3,793 | New |
| Gsa Capital Partners LLP | 4,016 | $228.0K | 0.03% | +4,016 | New |
| Hilton Capital Management, LLC | 4,025 | $229.0K | 0.02% | +17+0.4% | Added |
| State of Tennessee, Treasury Department | 4,025 | $229.0K | 0.00% | +4,025 | New |
| Lebenthal Global Advisors, LLC | 4,048 | $230.0K | 0.12% | +4,048 | New |
| Caxton Associates LP | 4,082 | $232.0K | 0.03% | −5,820−58.8% | Reduced |
| Victory Capital Management Inc | 4,278 | $243.0K | 0.00% | −2,300−35.0% | Reduced |
| Pictet Asset Management Ltd | 4,400 | $250.0K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 4,425 | $251.0K | 0.00% | −20,897−82.5% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 4,420 | $251.0K | 0.01% | +111+2.6% | Added |
| United Capital Financial Advisers, LLC | 4,492 | $256.0K | 0.00% | 00.0% | Unchanged |
| New York State Teachers Retirement System | 4,500 | $256.0K | 0.00% | +2,700+150.0% | Added |
| D.A. Davidson & Co. | 4,582 | $261.0K | 0.00% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 4,582 | $261.0K | 0.00% | +4,582 | New |
| MML Investors Services, LLC | 4,641 | $264.0K | 0.00% | −71−1.5% | Reduced |
| Ameritas Investment Partners, Inc. | 4,797 | $273.0K | 0.01% | +371+8.4% | Added |
| HSBC Holdings PLC | 4,819 | $274.0K | 0.00% | −14,713−75.3% | Reduced |
| SFMG, LLC | 4,900 | $279.0K | 0.03% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 5,097 | $289.0K | 0.00% | −55−1.1% | Reduced |
| Virtu Financial LLC | 5,113 | $291.0K | 0.03% | +5,113 | New |
| Meeder Asset Management Inc | 5,157 | $293.0K | 0.01% | +8+0.2% | Added |
| Great West Life Assurance Co | 5,203 | $296.0K | 0.00% | −427−7.6% | Reduced |
| Captrust Financial Advisors | 5,212 | $297.0K | 0.00% | 00.0% | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. | 5,243 | $298.0K | 0.00% | +5,243 | New |
| Simplex Trading, LLC | 5,362 | $305.0K | 0.01% | +3,854+255.6% | Added |
| Oppenheimer & Co Inc | 5,486 | $312.0K | 0.01% | +5,486 | New |
| Mackenzie Financial Corp | 5,483 | $312.0K | 0.00% | +5,483 | New |
| Snowden Capital Advisors LLC | 5,688 | $323.6K | 0.02% | +136+2.4% | Added |
| Baird Financial Group, Inc. | 5,768 | $328.0K | 0.00% | +5,768 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 5,816 | $331.0K | 0.00% | −657−10.1% | Reduced |
| Prudential Financial Inc | 5,883 | $334.0K | 0.00% | +979+20.0% | Added |
| Geneos Wealth Management Inc. | 5,900 | $337.0K | 0.01% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 6,000 | $341.0K | 0.00% | 00.0% | Unchanged |
| Alps Advisors Inc | 5,998 | $341.0K | 0.00% | 00.0% | Unchanged |
| Naples Global Advisors, LLC | 6,075 | $346.0K | 0.05% | +930+18.1% | Added |
| Advisor Group Holdings, Inc. | 6,086 | $347.0K | 0.00% | −1,286−17.4% | Reduced |
| XTX Topco Ltd | 6,410 | $365.0K | 0.12% | +2,464+62.4% | Added |