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 |
|---|---|---|---|---|---|
| Victory Capital Management Inc | 4,278 | $243.0K | 0.00% | −2,300−35.0% | Reduced |
| Caxton Associates LP | 4,082 | $232.0K | 0.03% | −5,820−58.8% | Reduced |
| Lebenthal Global Advisors, LLC | 4,048 | $230.0K | 0.12% | +4,048 | 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 |
| Gsa Capital Partners LLP | 4,016 | $228.0K | 0.03% | +4,016 | New |
| Raymond James Trust N.A. | 3,793 | $216.0K | 0.01% | +3,793 | New |
| CIBC World Markets Inc. | 3,757 | $214.0K | 0.00% | +3,757 | 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 |
| Capula Management Ltd | 3,769 | $212.0K | 0.04% | +3,769 | New |
| Bridgefront Capital, LLC | 3,612 | $205.0K | 0.08% | −2,599−41.8% | Reduced |
| FORA Capital, LLC | 3,486 | $198.0K | 0.04% | +1,620+86.8% | Added |
| Belpointe Asset Management LLC | 3,470 | $197.0K | 0.01% | +3,470 | New |
| Steward Partners Investment Advisory, LLC | 3,383 | $192.0K | 0.00% | −806−19.2% | Reduced |
| Simon Quick Advisors, LLC | 3,354 | $190.0K | 0.05% | 00.0% | Unchanged |
| Maverick Capital LtdSuperinvestorMaverick Capital | 3,280 | $187.0K | 0.00% | +2,307+237.1% | Added |
| O'Shaughnessy Asset Management, LLC | 2,960 | $168.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| SG Americas Securities, LLC | 2,524 | $144.0K | 0.00% | −9,096−78.3% | Reduced |
| Fieldpoint Private Securities, LLC | 2,207 | $134.0K | 0.03% | +973+78.8% | Added |
| Tower Research Capital LLC (TRC) | 2,279 | $130.0K | 0.00% | −2,976−56.6% | Reduced |
| Group One Trading, L.P. | 1,902 | $108.0K | 0.00% | +107+6.0% | Added |
| Heritage Wealth Management, LLC | 1,775 | $101.0K | 0.04% | +677+61.7% | Added |
| Evoke Wealth, LLC | 1,650 | $94.0K | 0.00% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 1,614 | $92.0K | 0.00% | −2,591−61.6% | Reduced |
| HM Payson & Co | 1,089 | $62.0K | 0.00% | +1,089 | New |
| American Portfolios Advisors | 1,080 | $61.4K | 0.00% | +650+151.2% | Added |
| Macquarie Group Ltd | 981 | $56.0K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 953 | $54.0K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 923 | $51.0K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 877 | $50.0K | 0.04% | 00.0% | Unchanged |
| FourThought Financial, LLC | 855 | $48.0K | 0.01% | −24−2.7% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 747 | $42.0K | 0.01% | −163−17.9% | Reduced |
| First Eagle Investment Management, LLC | 708 | $40.0K | 0.00% | +708 | New |
| Bessemer Group Inc | 683 | $39.0K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 579 | $34.0K | 0.03% | +579 | New |
| Exchange Traded Concepts, LLC | 420 | $24.0K | 0.00% | +420 | New |
| Reilly Financial Advisors, LLC | 325 | $18.0K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 309 | $18.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 240 | $14.0K | 0.00% | +104+76.5% | Added |
| CWM, LLC | 232 | $13.0K | 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 |
| Harbor Investment Advisory, LLC | 200 | $11.0K | 0.00% | 00.0% | Unchanged |
| Cutler Group LP | 179 | $10.0K | 0.00% | −1,831−91.1% | Reduced |
| Lindbrook Capital, LLC | 176 | $10.0K | 0.00% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 162 | $9.00K | 0.00% | +162 | New |
| 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 |
| NEXT Financial Group, Inc | 123 | $7.00K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 100 | $6.00K | 0.00% | +100 | New |
| 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 |
| RPG Investment Advisory, LLC | 70 | $4.00K | 0.00% | −10−12.5% | Reduced |
| Sound Income Strategies, LLC | 44 | $3.00K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| 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 |
| 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 |