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 |
|---|---|---|---|---|---|
| BNP Paribas Arbitrage, SA | 6,912 | $393.2K | 0.00% | −4,132−37.4% | Reduced |
| Teacher Retirement System of Texas | 7,152 | $407.0K | 0.00% | +1,085+17.9% | Added |
| US Bancorp | 7,216 | $410.0K | 0.00% | −743−9.3% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 7,200 | $410.0K | 0.00% | 00.0% | Unchanged |
| Curated Wealth Partners LLC | 7,199 | $410.0K | 0.22% | 00.0% | Unchanged |
| Pitcairn Co | 7,488 | $426.0K | 0.03% | −540−6.7% | Reduced |
| Public Employees Retirement Association of Colorado | 7,648 | $435.0K | 0.00% | 00.0% | Unchanged |
| IndexIQ Advisors LLC | 7,646 | $435.0K | 0.01% | +390+5.4% | Added |
| Caption Management, LLC | 7,852 | $447.0K | 0.04% | +7,852 | New |
| Verition Fund Management LLC | 8,612 | $490.0K | 0.01% | +4,747+122.8% | Added |
| ExodusPoint Capital Management, LP | 8,641 | $492.0K | 0.01% | −8,771−50.4% | Reduced |
| DuPont Capital Management Corp | 8,887 | $506.0K | 0.01% | 00.0% | Unchanged |
| Blueshift Asset Management, LLC | 9,145 | $520.0K | 0.03% | +9,145 | New |
| GWM Advisors LLC | 9,720 | $553.0K | 0.01% | +9,720 | New |
| Peak Financial Advisors LLC | 9,805 | $558.0K | 0.48% | +9,805 | New |
| Amalgamated Bank | 10,219 | $581.0K | 0.00% | +2,695+35.8% | Added |
| Voloridge Investment Management, LLC | 10,253 | $583.0K | 0.00% | +10,253 | New |
| Brewin Dolphin Ltd | 10,255 | $583.4K | 0.03% | 00.0% | Unchanged |
| Jump Financial, LLC | 10,900 | $620.0K | 0.06% | +10,900 | New |
| WBI Investments | 11,121 | $633.0K | 0.10% | +11,121 | New |
| Sigma Planning Corp | 11,533 | $656.0K | 0.02% | +3,184+38.1% | Added |
| Handelsbanken Fonder AB | 11,751 | $669.0K | 0.00% | +1,200+11.4% | Added |
| Campbell Newman Asset Management Inc | 12,576 | $715.0K | 0.07% | +722+6.1% | Added |
| Globeflex Capital L P | 12,620 | $718.0K | 0.13% | +2,664+26.8% | Added |
| First Hawaiian Bank | 12,840 | $730.0K | 0.03% | 00.0% | Unchanged |
| Quadrature Capital Ltd | 13,305 | $757.0K | 0.03% | +13,305 | New |
| Engineers Gate Manager LP | 13,397 | $762.0K | 0.05% | −20−0.1% | Reduced |
| Balyasny Asset Management LLC | 13,412 | $763.0K | 0.00% | +13,412 | New |
| State Board of Administration of Florida Retirement System | 13,562 | $772.0K | 0.00% | +1,700+14.3% | Added |
| Essex Investment Management Co LLC | 13,621 | $775.0K | 0.09% | −4,243−23.8% | Reduced |
| Janney Montgomery Scott LLC | 13,688 | $779.0K | 0.00% | +15+0.1% | Added |
| Nisa Investment Advisors, LLC | 13,800 | $785.0K | 0.00% | +79+0.6% | Added |
| Psagot Investment House Ltd. | 13,907 | $791.0K | 0.03% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 14,085 | $801.0K | 0.01% | +1,625+13.0% | Added |
| Quantbot Technologies LP | 14,118 | $803.0K | 0.06% | −8,914−38.7% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 14,124 | $804.0K | 0.04% | −1,701−10.7% | Reduced |
| Harbor Advisors LLC | 14,800 | $842.0K | 0.17% | 00.0% | Unchanged |
| Foresight Wealth Management, LLC | 14,878 | $846.0K | 0.36% | +2,231+17.6% | Added |
| Winton Group Ltd | 15,314 | $871.0K | 0.05% | −3,407−18.2% | Reduced |
| Eaton Vance Management | 15,388 | $875.0K | 0.00% | +14,167+1,160.3% | Added |
| Arizona State Retirement System | 15,773 | $897.0K | 0.01% | −372−2.3% | Reduced |
| Wakefield Asset Management LLLP | 15,777 | $898.0K | 0.34% | +39+0.2% | Added |
| ProShare Advisors LLC | 15,873 | $903.0K | 0.00% | +1,753+12.4% | Added |
| Metropolitan Life Insurance Co | 16,719 | $951.1K | 0.01% | +2,453+17.2% | Added |
| The PNC Financial Services Group, Inc. | 17,025 | $968.0K | 0.00% | +786+4.8% | Added |
| Barclays PLC | 17,047 | $971.0K | 0.00% | −46,659−73.2% | Reduced |
| Boston Private Wealth LLC | 17,830 | $1.01M | 0.01% | +3,039+20.5% | Added |
| Two Sigma Advisers, LP | 18,300 | $1.04M | 0.00% | +18,300 | New |
| Verdence Capital Advisors LLC | 20,111 | $1.14M | 0.16% | +4,720+30.7% | Added |
| Jackson Creek Investment Advisors LLC | 20,414 | $1.16M | 0.43% | −2,517−11.0% | Reduced |
| Hudson Value Partners, LLC | 20,980 | $1.19M | 0.66% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 21,650 | $1.23M | 0.10% | 00.0% | Unchanged |
| MetLife Investment Management | 21,837 | $1.24M | 0.01% | +2,411+12.4% | Added |
| Susquehanna Fundamental Investments, LLC | 22,203 | $1.26M | 0.02% | −53,103−70.5% | Reduced |
| Origin Asset Management LLP | 22,359 | $1.27M | 0.14% | +4,392+24.4% | Added |
| Voya Investment Management LLC | 22,624 | $1.29M | 0.00% | −439−1.9% | Reduced |
| Two Sigma Investments, LP | 22,964 | $1.31M | 0.00% | +22,964 | New |
| Allstate Corp | 23,336 | $1.33M | 0.04% | −5,462−19.0% | Reduced |
| AlphaCrest Capital Management LLC | 23,411 | $1.33M | 0.06% | +2,811+13.6% | Added |
| Vestmark Advisory Solutions, Inc. | 23,625 | $1.34M | 0.10% | +3,074+15.0% | Added |
| NewEdge Wealth, LLC | 23,625 | $1.34M | 0.10% | +3,074+15.0% | Added |
| Citigroup Inc | 23,645 | $1.34M | 0.00% | +199+0.8% | Added |
| First National Bank of Omaha | 25,347 | $1.39M | 0.07% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 24,551 | $1.40M | 0.00% | +2,885+13.3% | Added |
| American Century Companies Inc | 25,113 | $1.43M | 0.00% | +2,257+9.9% | Added |
| Cornercap Investment Counsel Inc | 25,715 | $1.46M | 0.16% | +206+0.8% | Added |
| B. Metzler seel. Sohn & Co. Holding AG | 25,792 | $1.47M | 0.02% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 26,414 | $1.50M | 0.02% | −11,245−29.9% | Reduced |
| HighTower Advisors, LLC | 26,664 | $1.51M | 0.00% | +2,768+11.6% | Added |
| Park Circle Co | 26,676 | $1.52M | 1.21% | 00.0% | Unchanged |
| STRS Ohio | 27,000 | $1.54M | 0.01% | +1,800+7.1% | Added |
| Los Angeles Capital Management LLC | 27,545 | $1.57M | 0.01% | +5,020+22.3% | Added |
| O'Shares Investment Advisers, LLC | 28,215 | $1.60M | 0.11% | +3,487+14.1% | Added |
| Cornerstone Investment Partners, LLC | 28,725 | $1.63M | 0.09% | +5,634+24.4% | Added |
| Citizens Business Bank | 29,155 | $1.66M | 0.22% | 00.0% | Unchanged |
| HCR Wealth Advisors | 29,965 | $1.71M | 0.30% | 00.0% | Unchanged |
| Wesbanco Bank Inc | 30,132 | $1.71M | 0.06% | 00.0% | Unchanged |
| Tudor Investment Corp Et Al | 30,916 | $1.76M | 0.04% | +2,192+7.6% | Added |
| LPL Financial LLC | 31,281 | $1.78M | 0.00% | +548+1.8% | Added |
| Virginia Retirement Systems Et Al | 32,900 | $1.87M | 0.02% | +11,500+53.7% | Added |
| American International Group, Inc. | 34,282 | $1.95M | 0.01% | +3,485+11.3% | Added |
| Ascendant Capital Management, LLC | 35,000 | $1.99M | 1.42% | +1,000+2.9% | Added |
| Legal & General Group Plc | 41,140 | $2.34M | 0.00% | +434+1.1% | Added |
| AQR Capital Management LLC | 42,822 | $2.44M | 0.00% | +13,658+46.8% | Added |
| Salvus Wealth Management, LLC | 44,786 | $2.55M | 2.15% | −149−0.3% | Reduced |
| Credit Suisse AG | 47,375 | $2.69M | 0.00% | +2,873+6.5% | Added |
| State of New Jersey Common Pension Fund D | 47,924 | $2.73M | 0.01% | +4,071+9.3% | Added |
| Advisors Asset Management, Inc. | 48,943 | $2.78M | 0.04% | +36,936+307.6% | Added |
| SEI Investments Co | 49,119 | $2.79M | 0.01% | +89+0.2% | Added |
| Chevy Chase Trust Holdings, Inc. | 49,857 | $2.84M | 0.01% | +49,857 | New |
| Meritage Portfolio Management | 50,975 | $2.90M | 0.17% | +50,975 | New |
| Bramshill Investments, LLC | 52,834 | $3.01M | 0.23% | +10,067+23.5% | Added |
| Zacks Investment Management | 53,058 | $3.02M | 0.05% | +1,873+3.7% | Added |
| Cubist Systematic Strategies, LLC | 58,863 | $3.35M | 0.04% | −17,807−23.2% | Reduced |
| Allianz Asset Management GmbH | 64,011 | $3.64M | 0.00% | −3,625−5.4% | Reduced |
| Brinker Capital Investments, LLC | 64,580 | $3.67M | 0.05% | −90.0% | Reduced |
| UBS Asset Management Americas Inc | 64,979 | $3.70M | 0.00% | +5,876+9.9% | Added |
| Mondrian Investment Partners LTD | 67,672 | $3.85M | 0.07% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 67,892 | $3.86M | 0.00% | −1,207−1.7% | Reduced |
| Neuberger Berman Group LLC | 68,859 | $3.92M | 0.00% | +450+0.7% | Added |