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, Q3 2021
Institutional positions in Moelis & Co as of Sep 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
- 291
- +21 vs. Q2 2021
- Shares held
- 56.2M
- −261.2K (−0.5%) vs. Q2 2021
- Total value
- $3.47B
- +$258.4M (+8.0%) vs. Q2 2021
- New holders
- 49
- 103 more added
- Sold out
- 28
- 86 more reduced
2 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2021
Shares, value and share of portfolio for each institution holding Moelis & Co; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 6,006,136 | $371.6M | 0.01% | +75,650+1.3% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 5,752,553 | $355.9M | 0.86% | −291,786−4.8% | Reduced |
| BlackRock Inc. | 4,561,819 | $282.2M | 0.01% | +33,385+0.7% | Added |
| London Co of Virginia | 3,587,257 | $221.9M | 1.22% | −180,578−4.8% | Reduced |
| JPMorgan Chase & Co | 2,142,659 | $132.6M | 0.02% | −516,026−19.4% | Reduced |
| Alliancebernstein L.P. | 2,098,033 | $129.8M | 0.05% | −43,572−2.0% | Reduced |
| Timucuan Asset Management Inc | 2,041,626 | $126.3M | 4.89% | +19,064+0.9% | Added |
| Federated Hermes, Inc. | 1,827,127 | $113.0M | 0.22% | +126,980+7.5% | Added |
| Artisan Partners Limited Partnership | 1,780,369 | $110.2M | 0.13% | −16,487−0.9% | Reduced |
| Westwood Holdings Group Inc. | 1,243,675 | $76.9M | 0.84% | +141,121+12.8% | Added |
| State Street Corp | 1,236,988 | $76.5M | 0.00% | +19,591+1.6% | Added |
| Wasatch Advisors Inc | 1,016,927 | $62.9M | 0.26% | +15,829+1.6% | Added |
| Geode Capital Management, LLC | 1,000,253 | $61.9M | 0.01% | −23,243−2.3% | Reduced |
| Dimensional Fund Advisors LP | 945,720 | $58.5M | 0.02% | +25,256+2.7% | Added |
| Bamco Inc | 881,329 | $54.5M | 0.12% | −218,595−19.9% | Reduced |
| Wells Fargo & Company | 845,245 | $52.3M | 0.01% | −1,108−0.1% | Reduced |
| Vaughan Nelson Investment Management, L.P. | 837,942 | $51.8M | 0.53% | −204,255−19.6% | Reduced |
| Emerald Advisers, LLC | 787,907 | $48.7M | 1.77% | +35,710+4.7% | Added |
| Emerald Mutual Fund Advisers Trust | 755,652 | $46.8M | 1.62% | 00.0% | Unchanged |
| Capital World Investors | 719,000 | $44.5M | 0.01% | 00.0% | Unchanged |
| Royce & Associates LP | 706,834 | $43.7M | 0.33% | −124,401−15.0% | Reduced |
| Lord, Abbett & Co. LLC | 671,633 | $41.6M | 0.10% | +230,909+52.4% | Added |
| Northern Trust Corp | 629,457 | $38.9M | 0.01% | −28,208−4.3% | Reduced |
| Madison Asset Management, LLC | 608,517 | $37.6M | 0.52% | −2230.0% | Reduced |
| Ameriprise Financial Inc | 593,822 | $36.6M | 0.01% | +35,379+6.3% | Added |
| Norges Bank | 553,097 | $34.2M | 0.01% | +37,980+7.4% | Added |
| Bank of America Corp | 531,556 | $32.9M | 0.00% | +5,527+1.1% | Added |
| Charles Schwab Investment Management Inc | 526,187 | $32.6M | 0.01% | +1,640+0.3% | Added |
| Heard Capital LLC | 470,170 | $29.1M | 5.65% | −600.0% | Reduced |
| Bank of New York Mellon Corp | 451,513 | $27.9M | 0.01% | +20,609+4.8% | Added |
| Tributary Capital Management, LLC | 324,208 | $20.1M | 1.55% | −4,788−1.5% | Reduced |
| Nuveen Asset Management, LLC | 305,833 | $18.9M | 0.01% | −12,551−3.9% | Reduced |
| Goldman Sachs Group Inc | 298,917 | $18.5M | 0.00% | +69,625+30.4% | Added |
| Manufacturers Life Insurance Company, The | 298,522 | $18.5M | 0.02% | −109,914−26.9% | Reduced |
| Parametric Portfolio Associates LLC | 289,359 | $17.9M | 0.01% | +10,457+3.7% | Added |
| Raymond James & Associates | 287,173 | $17.8M | 0.02% | +3,617+1.3% | Added |
| Capital Management Corp | 271,435 | $16.8M | 3.67% | −17,030−5.9% | Reduced |
| Jennison Associates LLC | 264,835 | $16.4M | 0.01% | +17,358+7.0% | Added |
| Adirondack Retirement Specialists, Inc. | 243,710 | $15.1M | 13.96% | +73,448+43.1% | Added |
| Robeco Institutional Asset Management B.V. | 229,435 | $14.2M | 0.03% | +142,346+163.4% | Added |
| Morgan Stanley | 221,604 | $13.7M | 0.00% | +76,298+52.5% | Added |
| Deutsche Bank AG | 205,279 | $12.7M | 0.01% | −6,404−3.0% | Reduced |
| First Republic Investment Management, Inc. | 192,247 | $11.9M | 0.03% | +30,990+19.2% | Added |
| Wellington Management Group LLP | 187,598 | $11.6M | 0.00% | −9,353−4.7% | Reduced |
| Pier Capital, LLC | 186,981 | $11.6M | 1.20% | −2,846−1.5% | Reduced |
| Invesco Ltd. | 185,147 | $11.5M | 0.00% | −17,000−8.4% | Reduced |
| Winslow Asset Management Inc | 174,203 | $10.8M | 2.08% | −1,735−1.0% | Reduced |
| Renaissance Technologies LLC | 171,344 | $10.6M | 0.01% | −69,900−29.0% | Reduced |
| Panagora Asset Management Inc | 155,752 | $9.64M | 0.05% | +155,752 | New |
| Citadel Advisors LLC | 154,840 | $9.58M | 0.01% | −170,464−52.4% | Reduced |
| Principal Financial Group Inc | 147,073 | $9.10M | 0.01% | +2,341+1.6% | Added |
| Assenagon Asset Management S.A. | 142,715 | $8.83M | 0.04% | +142,715 | New |
| FMR LLC | 141,031 | $8.72M | 0.00% | −35,657−20.2% | Reduced |
| Royal Bank of Canada | 138,957 | $8.60M | 0.00% | +11,398+8.9% | Added |
| UBS Group AG | 137,300 | $8.49M | 0.00% | +3,176+2.4% | Added |
| Swiss National Bank | 135,500 | $8.38M | 0.01% | +7,600+5.9% | Added |
| Balyasny Asset Management LLC | 133,986 | $8.29M | 0.04% | +120,574+899.0% | Added |
| Stifel Financial Corp | 126,232 | $7.81M | 0.01% | +13,106+11.6% | Added |
| Schonfeld Strategic Advisors LLC | 114,200 | $7.07M | 0.08% | +114,200 | New |
| Millennium Management LLC | 111,972 | $6.93M | 0.01% | −151,375−57.5% | Reduced |
| Schroder Investment Management Group | 106,468 | $6.59M | 0.01% | −19,161−15.3% | Reduced |
| Gillson Capital LP | 103,897 | $6.43M | 0.47% | +103,897 | New |
| First Trust Advisors LP | 96,363 | $5.96M | 0.01% | −74,001−43.4% | Reduced |
| ClariVest Asset Management LLC | 95,672 | $5.92M | 0.19% | −4,854−4.8% | Reduced |
| Natixis Advisors, L.P. | 95,316 | $5.90M | 0.02% | −17,480−15.5% | Reduced |
| D. E. Shaw & Co., Inc. | 89,975 | $5.57M | 0.01% | −54,430−37.7% | Reduced |
| SEI Investments Co | 87,963 | $5.43M | 0.01% | +38,844+79.1% | Added |
| Man Group plc | 86,180 | $5.33M | 0.02% | −29,682−25.6% | Reduced |
| California State Teachers Retirement System | 83,238 | $5.15M | 0.01% | −1,077−1.3% | Reduced |
| Mutual of America Capital Management LLC | 81,891 | $5.07M | 0.05% | −9,315−10.2% | Reduced |
| Regions Financial Corp | 81,279 | $5.03M | 0.04% | +2,736+3.5% | Added |
| Neuberger Berman Group LLC | 78,627 | $4.87M | 0.00% | +9,768+14.2% | Added |
| UBS Asset Management Americas Inc | 76,909 | $4.76M | 0.00% | +11,930+18.4% | Added |
| New York State Common Retirement Fund | 74,112 | $4.58M | 0.00% | −8,821−10.6% | Reduced |
| Rhumbline Advisers | 71,876 | $4.45M | 0.01% | +1,013+1.4% | Added |
| Envestnet Asset Management Inc | 69,777 | $4.32M | 0.00% | +1,885+2.8% | Added |
| Public Employees Retirement System of Ohio | 69,703 | $4.31M | 0.02% | −6,286−8.3% | Reduced |
| Acadian Asset Management LLC | 67,819 | $4.19M | 0.02% | +67,819 | New |
| Allianz Asset Management GmbH | 65,990 | $4.08M | 0.00% | +1,979+3.1% | Added |
| Barclays PLC | 63,282 | $3.92M | 0.00% | +46,235+271.2% | Added |
| Vestcor Inc | 63,147 | $3.91M | 0.14% | +63,147 | New |
| Brinker Capital Investments, LLC | 64,580 | $3.67M | 0.06% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 57,449 | $3.55M | 0.05% | +8,506+17.4% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 56,777 | $3.51M | 0.02% | +51,534+982.9% | Added |
| Legal & General Group Plc | 54,582 | $3.38M | 0.00% | +13,442+32.7% | Added |
| Mondrian Investment Partners LTD | 53,930 | $3.34M | 0.07% | −13,742−20.3% | Reduced |
| Zacks Investment Management | 53,943 | $3.34M | 0.05% | +885+1.7% | Added |
| AQR Capital Management LLC | 51,605 | $3.19M | 0.01% | +8,783+20.5% | Added |
| Meritage Portfolio Management | 50,843 | $3.15M | 0.19% | −132−0.3% | Reduced |
| Credit Suisse AG | 50,496 | $3.13M | 0.00% | +3,121+6.6% | Added |
| Chevy Chase Trust Holdings, Inc. | 50,141 | $3.10M | 0.01% | +284+0.6% | Added |
| Salvus Wealth Management, LLC | 45,956 | $2.84M | 2.32% | +1,170+2.6% | Added |
| State of New Jersey Common Pension Fund D | 44,511 | $2.75M | 0.01% | −3,413−7.1% | Reduced |
| Park Circle Co | 43,176 | $2.67M | 2.20% | +16,500+61.9% | Added |
| American Century Companies Inc | 40,309 | $2.49M | 0.00% | +15,196+60.5% | Added |
| Verition Fund Management LLC | 38,765 | $2.40M | 0.04% | +30,153+350.1% | Added |
| Prana Capital Management, LP | 37,787 | $2.34M | 0.21% | +37,787 | New |
| APG Asset Management N.V. | 41,562 | $2.22M | 0.00% | −53,500−56.3% | Reduced |
| Martingale Asset Management L P | 34,949 | $2.16M | 0.03% | +34,949 | New |
| American International Group, Inc. | 33,486 | $2.07M | 0.01% | −796−2.3% | Reduced |