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 |
|---|---|---|---|---|---|
| Rhumbline Advisers | 70,863 | $4.03M | 0.01% | +15,736+28.5% | Added |
| Public Employees Retirement System of Ohio | 75,989 | $4.32M | 0.02% | +4,778+6.7% | Added |
| Regions Financial Corp | 78,543 | $4.47M | 0.04% | +3,116+4.1% | Added |
| APG Asset Management N.V. | 95,062 | $4.56M | 0.01% | −69,100−42.1% | Reduced |
| New York State Common Retirement Fund | 82,933 | $4.72M | 0.00% | +4,533+5.8% | Added |
| California State Teachers Retirement System | 84,315 | $4.80M | 0.01% | +4,637+5.8% | Added |
| Robeco Institutional Asset Management B.V. | 87,089 | $4.96M | 0.01% | +87,089 | New |
| Mutual of America Capital Management LLC | 91,206 | $5.19M | 0.05% | −130,703−58.9% | Reduced |
| ClariVest Asset Management LLC | 100,526 | $5.72M | 0.19% | −223−0.2% | Reduced |
| Natixis Advisors, L.P. | 112,796 | $6.42M | 0.03% | −26,843−19.2% | Reduced |
| Stifel Financial Corp | 113,126 | $6.44M | 0.01% | −125−0.1% | Reduced |
| Man Group plc | 115,862 | $6.59M | 0.02% | −20,990−15.3% | Reduced |
| Schroder Investment Management Group | 125,629 | $7.15M | 0.01% | +30,381+31.9% | Added |
| Royal Bank of Canada | 127,559 | $7.26M | 0.00% | +6,074+5.0% | Added |
| Swiss National Bank | 127,900 | $7.28M | 0.00% | +1,100+0.9% | Added |
| UBS Group AG | 134,124 | $7.63M | 0.00% | −8,969−6.3% | Reduced |
| D. E. Shaw & Co., Inc. | 144,405 | $8.21M | 0.01% | +126,767+718.7% | Added |
| Principal Financial Group Inc | 144,732 | $8.23M | 0.01% | +133,461+1,184.1% | Added |
| Morgan Stanley | 145,306 | $8.27M | 0.00% | −44,169−23.3% | Reduced |
| First Republic Investment Management, Inc. | 161,257 | $9.17M | 0.02% | +4,563+2.9% | Added |
| Cramer Rosenthal McGlynn LLC | 166,137 | $9.45M | 0.30% | −362,473−68.6% | Reduced |
| First Trust Advisors LP | 170,364 | $9.69M | 0.01% | +33,746+24.7% | Added |
| Winslow Asset Management Inc | 175,938 | $10.0M | 1.87% | +506+0.3% | Added |
| FMR LLC | 176,688 | $10.1M | 0.00% | −5,516−3.0% | Reduced |
| Pier Capital, LLC | 189,827 | $10.8M | 1.08% | −26,465−12.2% | Reduced |
| Wellington Management Group LLP | 196,951 | $11.2M | 0.00% | +38,794+24.5% | Added |
| Invesco Ltd. | 202,147 | $11.5M | 0.00% | +34,094+20.3% | Added |
| Deutsche Bank AG | 211,683 | $12.0M | 0.01% | +8,691+4.3% | Added |
| Goldman Sachs Group Inc | 229,292 | $13.0M | 0.00% | −92,415−28.7% | Reduced |
| Renaissance Technologies LLC | 241,244 | $13.7M | 0.02% | −130,600−35.1% | Reduced |
| Jennison Associates LLC | 247,477 | $14.1M | 0.01% | −7,697−3.0% | Reduced |
| Millennium Management LLC | 263,347 | $15.0M | 0.02% | +13,429+5.4% | Added |
| Parametric Portfolio Associates LLC | 278,902 | $15.9M | 0.01% | +15,658+5.9% | Added |
| Raymond James & Associates | 283,556 | $16.1M | 0.01% | +47,554+20.1% | Added |
| Adirondack Retirement Specialists, Inc. | 170,262 | $16.2M | 15.35% | +3,220+1.9% | Added |
| Capital Management Corp | 288,465 | $16.4M | 3.48% | +77,670+36.8% | Added |
| Nuveen Asset Management, LLC | 318,384 | $18.1M | 0.01% | +50,850+19.0% | Added |
| Citadel Advisors LLC | 325,304 | $18.5M | 0.02% | +75,221+30.1% | Added |
| Tributary Capital Management, LLC | 328,996 | $18.7M | 1.42% | −15,634−4.5% | Reduced |
| Manufacturers Life Insurance Company, The | 408,436 | $23.2M | 0.02% | +23,610+6.1% | Added |
| Bank of New York Mellon Corp | 430,904 | $24.5M | 0.00% | +33,347+8.4% | Added |
| Lord, Abbett & Co. LLC | 440,724 | $25.1M | 0.06% | −256,875−36.8% | Reduced |
| Heard Capital LLC | 470,230 | $26.8M | 6.09% | +163,370+53.2% | Added |
| Norges Bank | 515,117 | $29.3M | 0.01% | +67,976+15.2% | Added |
| Charles Schwab Investment Management Inc | 524,547 | $29.8M | 0.01% | +44,351+9.2% | Added |
| Bank of America Corp | 526,029 | $29.9M | 0.00% | +15,653+3.1% | Added |
| Ameriprise Financial Inc | 558,443 | $31.8M | 0.01% | +7,702+1.4% | Added |
| Madison Asset Management, LLC | 608,740 | $34.6M | 0.47% | −3,424−0.6% | Reduced |
| Northern Trust Corp | 657,665 | $37.4M | 0.01% | +34,227+5.5% | Added |
| Capital World Investors | 719,000 | $40.9M | 0.01% | 00.0% | Unchanged |
| Emerald Advisers, LLC | 752,197 | $42.8M | 1.56% | −26,300−3.4% | Reduced |
| Emerald Mutual Fund Advisers Trust | 755,652 | $43.0M | 1.41% | 00.0% | Unchanged |
| Royce & Associates LP | 831,235 | $47.3M | 0.32% | −137,000−14.1% | Reduced |
| Wells Fargo & Company | 846,353 | $48.1M | 0.01% | −208,227−19.7% | Reduced |
| Dimensional Fund Advisors LP | 920,464 | $52.4M | 0.02% | −36,592−3.8% | Reduced |
| Wasatch Advisors Inc | 1,001,098 | $57.0M | 0.23% | +162,381+19.4% | Added |
| Geode Capital Management, LLC | 1,023,496 | $58.2M | 0.01% | +141,401+16.0% | Added |
| Vaughan Nelson Investment Management, L.P. | 1,042,197 | $59.3M | 0.60% | −316,030−23.3% | Reduced |
| Bamco Inc | 1,099,924 | $62.6M | 0.14% | −4,065−0.4% | Reduced |
| Westwood Holdings Group Inc. | 1,102,554 | $62.7M | 0.64% | −60,895−5.2% | Reduced |
| State Street Corp | 1,217,397 | $69.3M | 0.00% | +169,827+16.2% | Added |
| Federated Hermes, Inc. | 1,700,147 | $96.7M | 0.18% | +32,664+2.0% | Added |
| Artisan Partners Limited Partnership | 1,796,856 | $102.2M | 0.12% | +5,932+0.3% | Added |
| Timucuan Asset Management Inc | 2,022,562 | $115.1M | 4.56% | +2,974+0.1% | Added |
| Alliancebernstein L.P. | 2,141,605 | $121.8M | 0.05% | −675,787−24.0% | Reduced |
| JPMorgan Chase & Co | 2,658,685 | $151.3M | 0.02% | −110,999−4.0% | Reduced |
| London Co of Virginia | 3,767,835 | $214.4M | 1.14% | +164,432+4.6% | Added |
| BlackRock Inc. | 4,528,434 | $257.6M | 0.01% | −268,214−5.6% | Reduced |
| Vanguard Group Inc | 5,930,486 | $337.4M | 0.01% | +438,869+8.0% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 6,044,339 | $343.9M | 0.85% | −55,246−0.9% | Reduced |
| Sofos Investments, Inc. | 1 | – | – | 00.0% | Unchanged |
| Edge Capital Group, LLC | 1,268 | – | – | +1,268 | New |
| Azora Capital LP | 0 | $0 | 0.00% | −126,801−100.0% | Sold out |
| California Public Employees Retirement System | 0 | $0 | 0.00% | −98,757−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −57,847−100.0% | Sold out |
| Grandeur Peak Global Advisors, LLC | 0 | $0 | 0.00% | −48,481−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −37,504−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −27,161−100.0% | Sold out |
| Creative Planning | 0 | $0 | 0.00% | −21,805−100.0% | Sold out |
| Weld Capital Management LLC | 0 | $0 | 0.00% | −18,886−100.0% | Sold out |
| Vestcor Inc | 0 | $0 | 0.00% | −17,742−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −12,027−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −11,494−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −10,702−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −9,873−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −7,672−100.0% | Sold out |
| M Holdings Securities, Inc. | 0 | $0 | 0.00% | −6,040−100.0% | Sold out |
| Marshall Wace North America L.P. | 0 | $0 | 0.00% | −5,819−100.0% | Sold out |
| Cipher Capital LP | 0 | $0 | 0.00% | −4,956−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −4,363−100.0% | Sold out |
| BTC Capital Management, Inc. | 0 | $0 | 0.00% | −4,141−100.0% | Sold out |
| Comerica Bank | 0 | $0 | 0.00% | −3,604−100.0% | Sold out |
| Bank of Montreal | 0 | $0 | 0.00% | −3,426−100.0% | Sold out |
| Alpha DNA Investment Management LLC | 0 | $0 | 0.00% | −440−100.0% | Sold out |
| Evolution Wealth Advisors, LLC | 0 | $0 | 0.00% | −175−100.0% | Sold out |
| Versant Capital Management, Inc | 0 | $0 | 0.00% | −124−100.0% | Sold out |
| Accel Wealth Management | 0 | $0 | 0.00% | −56−100.0% | Sold out |
| TCI Wealth Advisors, Inc. | 0 | $0 | 0.00% | −37−100.0% | Sold out |
| NVWM, LLC | 0 | $0 | 0.00% | −35−100.0% | Sold out |
| Ameritas Investment Company, LLC | 0 | $0 | 0.00% | −8−100.0% | Sold out |