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 |
|---|---|---|---|---|---|
| Park Circle Co | 26,676 | $1.52M | 1.21% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 26,664 | $1.51M | 0.00% | +2,768+11.6% | Added |
| Federation des caisses Desjardins du Quebec | 26,414 | $1.50M | 0.02% | −11,245−29.9% | Reduced |
| B. Metzler seel. Sohn & Co. Holding AG | 25,792 | $1.47M | 0.02% | 00.0% | Unchanged |
| Cornercap Investment Counsel Inc | 25,715 | $1.46M | 0.16% | +206+0.8% | Added |
| American Century Companies Inc | 25,113 | $1.43M | 0.00% | +2,257+9.9% | Added |
| Price T Rowe Associates Inc | 24,551 | $1.40M | 0.00% | +2,885+13.3% | Added |
| First National Bank of Omaha | 25,347 | $1.39M | 0.07% | 00.0% | Unchanged |
| Citigroup Inc | 23,645 | $1.34M | 0.00% | +199+0.8% | 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 |
| AlphaCrest Capital Management LLC | 23,411 | $1.33M | 0.06% | +2,811+13.6% | Added |
| Allstate Corp | 23,336 | $1.33M | 0.04% | −5,462−19.0% | Reduced |
| Two Sigma Investments, LP | 22,964 | $1.31M | 0.00% | +22,964 | New |
| Voya Investment Management LLC | 22,624 | $1.29M | 0.00% | −439−1.9% | Reduced |
| Origin Asset Management LLP | 22,359 | $1.27M | 0.14% | +4,392+24.4% | Added |
| Susquehanna Fundamental Investments, LLC | 22,203 | $1.26M | 0.02% | −53,103−70.5% | Reduced |
| MetLife Investment Management | 21,837 | $1.24M | 0.01% | +2,411+12.4% | Added |
| Hillsdale Investment Management Inc. | 21,650 | $1.23M | 0.10% | 00.0% | Unchanged |
| Hudson Value Partners, LLC | 20,980 | $1.19M | 0.66% | 00.0% | Unchanged |
| Jackson Creek Investment Advisors LLC | 20,414 | $1.16M | 0.43% | −2,517−11.0% | Reduced |
| Verdence Capital Advisors LLC | 20,111 | $1.14M | 0.16% | +4,720+30.7% | Added |
| Two Sigma Advisers, LP | 18,300 | $1.04M | 0.00% | +18,300 | New |
| Boston Private Wealth LLC | 17,830 | $1.01M | 0.01% | +3,039+20.5% | Added |
| Barclays PLC | 17,047 | $971.0K | 0.00% | −46,659−73.2% | Reduced |
| The PNC Financial Services Group, Inc. | 17,025 | $968.0K | 0.00% | +786+4.8% | Added |
| Metropolitan Life Insurance Co | 16,719 | $951.1K | 0.01% | +2,453+17.2% | Added |
| ProShare Advisors LLC | 15,873 | $903.0K | 0.00% | +1,753+12.4% | Added |
| Wakefield Asset Management LLLP | 15,777 | $898.0K | 0.34% | +39+0.2% | Added |
| Arizona State Retirement System | 15,773 | $897.0K | 0.01% | −372−2.3% | Reduced |
| Eaton Vance Management | 15,388 | $875.0K | 0.00% | +14,167+1,160.3% | Added |
| Winton Group Ltd | 15,314 | $871.0K | 0.05% | −3,407−18.2% | Reduced |
| Foresight Wealth Management, LLC | 14,878 | $846.0K | 0.36% | +2,231+17.6% | Added |
| Harbor Advisors LLC | 14,800 | $842.0K | 0.17% | 00.0% | Unchanged |
| Hennion & Walsh Asset Management, Inc. | 14,124 | $804.0K | 0.04% | −1,701−10.7% | Reduced |
| Quantbot Technologies LP | 14,118 | $803.0K | 0.06% | −8,914−38.7% | Reduced |
| Mercer Global Advisors Inc | 14,085 | $801.0K | 0.01% | +1,625+13.0% | Added |
| Psagot Investment House Ltd. | 13,907 | $791.0K | 0.03% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 13,800 | $785.0K | 0.00% | +79+0.6% | Added |
| Janney Montgomery Scott LLC | 13,688 | $779.0K | 0.00% | +15+0.1% | Added |
| Essex Investment Management Co LLC | 13,621 | $775.0K | 0.09% | −4,243−23.8% | Reduced |
| State Board of Administration of Florida Retirement System | 13,562 | $772.0K | 0.00% | +1,700+14.3% | Added |
| Balyasny Asset Management LLC | 13,412 | $763.0K | 0.00% | +13,412 | New |
| Engineers Gate Manager LP | 13,397 | $762.0K | 0.05% | −20−0.1% | Reduced |
| Quadrature Capital Ltd | 13,305 | $757.0K | 0.03% | +13,305 | New |
| First Hawaiian Bank | 12,840 | $730.0K | 0.03% | 00.0% | Unchanged |
| Globeflex Capital L P | 12,620 | $718.0K | 0.13% | +2,664+26.8% | Added |
| Campbell Newman Asset Management Inc | 12,576 | $715.0K | 0.07% | +722+6.1% | Added |
| Handelsbanken Fonder AB | 11,751 | $669.0K | 0.00% | +1,200+11.4% | Added |
| Sigma Planning Corp | 11,533 | $656.0K | 0.02% | +3,184+38.1% | Added |
| WBI Investments | 11,121 | $633.0K | 0.10% | +11,121 | New |
| Jump Financial, LLC | 10,900 | $620.0K | 0.06% | +10,900 | New |
| Brewin Dolphin Ltd | 10,255 | $583.4K | 0.03% | 00.0% | Unchanged |
| Voloridge Investment Management, LLC | 10,253 | $583.0K | 0.00% | +10,253 | New |
| Amalgamated Bank | 10,219 | $581.0K | 0.00% | +2,695+35.8% | Added |
| Peak Financial Advisors LLC | 9,805 | $558.0K | 0.48% | +9,805 | New |
| GWM Advisors LLC | 9,720 | $553.0K | 0.01% | +9,720 | New |
| Blueshift Asset Management, LLC | 9,145 | $520.0K | 0.03% | +9,145 | New |
| DuPont Capital Management Corp | 8,887 | $506.0K | 0.01% | 00.0% | Unchanged |
| ExodusPoint Capital Management, LP | 8,641 | $492.0K | 0.01% | −8,771−50.4% | Reduced |
| Verition Fund Management LLC | 8,612 | $490.0K | 0.01% | +4,747+122.8% | Added |
| Caption Management, LLC | 7,852 | $447.0K | 0.04% | +7,852 | New |
| 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 |
| Pitcairn Co | 7,488 | $426.0K | 0.03% | −540−6.7% | Reduced |
| 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 |
| Teacher Retirement System of Texas | 7,152 | $407.0K | 0.00% | +1,085+17.9% | Added |
| BNP Paribas Arbitrage, SA | 6,912 | $393.2K | 0.00% | −4,132−37.4% | Reduced |
| XTX Topco Ltd | 6,410 | $365.0K | 0.12% | +2,464+62.4% | Added |
| Advisor Group Holdings, Inc. | 6,086 | $347.0K | 0.00% | −1,286−17.4% | Reduced |
| Naples Global Advisors, LLC | 6,075 | $346.0K | 0.05% | +930+18.1% | Added |
| 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 |
| Geneos Wealth Management Inc. | 5,900 | $337.0K | 0.01% | 00.0% | Unchanged |
| Prudential Financial Inc | 5,883 | $334.0K | 0.00% | +979+20.0% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 5,816 | $331.0K | 0.00% | −657−10.1% | Reduced |
| Baird Financial Group, Inc. | 5,768 | $328.0K | 0.00% | +5,768 | New |
| Snowden Capital Advisors LLC | 5,688 | $323.6K | 0.02% | +136+2.4% | 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 |
| Simplex Trading, LLC | 5,362 | $305.0K | 0.01% | +3,854+255.6% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 5,243 | $298.0K | 0.00% | +5,243 | New |
| Captrust Financial Advisors | 5,212 | $297.0K | 0.00% | 00.0% | Unchanged |
| Great West Life Assurance Co | 5,203 | $296.0K | 0.00% | −427−7.6% | Reduced |
| Meeder Asset Management Inc | 5,157 | $293.0K | 0.01% | +8+0.2% | Added |
| Virtu Financial LLC | 5,113 | $291.0K | 0.03% | +5,113 | New |
| Rockefeller Capital Management L.P. | 5,097 | $289.0K | 0.00% | −55−1.1% | Reduced |
| SFMG, LLC | 4,900 | $279.0K | 0.03% | 00.0% | Unchanged |
| HSBC Holdings PLC | 4,819 | $274.0K | 0.00% | −14,713−75.3% | Reduced |
| Ameritas Investment Partners, Inc. | 4,797 | $273.0K | 0.01% | +371+8.4% | Added |
| MML Investors Services, LLC | 4,641 | $264.0K | 0.00% | −71−1.5% | Reduced |
| 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 |
| 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 |
| 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 |
| Pictet Asset Management Ltd | 4,400 | $250.0K | 0.00% | 00.0% | Unchanged |