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 |
|---|---|---|---|---|---|
| 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 |
| Westside Investment Management, Inc. | 29 | $1.00K | 0.00% | −924−97.0% | Reduced |
| Washington Trust Co | 21 | $1.00K | 0.00% | 00.0% | Unchanged |
| Berman Capital Advisors, LLC | 25 | $1.00K | 0.00% | +1+4.2% | Added |
| Plante Moran Financial Advisors, LLC | 28 | $2.00K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 28 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 44 | $3.00K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 56 | $3.00K | 0.00% | +56 | New |
| Bell Investment Advisors, Inc | 43 | $3.00K | 0.00% | +43 | New |
| RPG Investment Advisory, LLC | 70 | $4.00K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 58 | $4.00K | 0.00% | +58 | New |
| Kowal Investment Group, LLC | 70 | $4.00K | 0.00% | +70 | New |
| Howe & Rusling Inc | 81 | $5.00K | 0.00% | −13−13.8% | Reduced |
| Allworth Financial LP | 82 | $5.00K | 0.00% | +82 | New |
| Proequities, Inc. | 100 | $6.00K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 95 | $6.00K | 0.00% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 123 | $7.00K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 120 | $7.00K | 0.00% | +35+41.2% | Added |
| Cordasco Financial Network | 135 | $8.00K | 0.01% | 00.0% | Unchanged |
| Private Capital Group, LLC | 132 | $8.00K | 0.00% | −15−10.2% | Reduced |
| Cahill Financial Advisors Inc | 135 | $8.00K | 0.00% | +135 | New |
| Signaturefd, LLC | 157 | $10.0K | 0.00% | +15+10.6% | Added |
| Lindbrook Capital, LLC | 176 | $11.0K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 200 | $12.0K | 0.00% | 00.0% | Unchanged |
| Better Money Decisions, LLC | 207 | $13.0K | 0.01% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 218 | $13.0K | 0.00% | +218 | New |
| IFP Advisors, Inc | 241 | $15.0K | 0.00% | +1+0.4% | Added |
| MUFG Americas Holdings Corp | 268 | $17.0K | 0.00% | +268 | New |
| Harvest Fund Management Co., Ltd | 284 | $17.0K | 0.00% | +284 | New |
| Jones Financial Companies LLLP | 309 | $19.0K | 0.00% | 00.0% | Unchanged |
| Reilly Financial Advisors, LLC | 325 | $20.0K | 0.00% | 00.0% | Unchanged |
| Liberty Wealth Management LLC | 422 | $28.0K | 0.01% | +212+101.0% | Added |
| Clearstead Advisors, LLC | 456 | $28.0K | 0.00% | +456 | New |
| Kings Point Capital Management | 548 | $34.0K | 0.00% | +548 | New |
| Exchange Traded Concepts, LLC | 591 | $37.0K | 0.00% | +171+40.7% | Added |
| Graves-Light Private Wealth Management, Inc. | 747 | $46.0K | 0.01% | 00.0% | Unchanged |
| FourThought Financial, LLC | 855 | $52.0K | 0.01% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 877 | $54.0K | 0.04% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 923 | $56.0K | 0.00% | 00.0% | Unchanged |
| Macquarie Group Ltd | 981 | $61.0K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 1,089 | $67.0K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 1,158 | $70.0K | 0.04% | +579+100.0% | Added |
| American Portfolios Advisors | 1,196 | $74.0K | 0.00% | +116+10.7% | Added |
| Evoke Wealth, LLC | 1,650 | $102.0K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 1,902 | $118.0K | 0.00% | 00.0% | Unchanged |
| Neo Ivy Capital Management | 4,399 | $137.0K | 0.16% | +4,399 | New |
| Heritage Wealth Management, LLC | 2,222 | $138.0K | 0.05% | +447+25.2% | Added |
| First Mercantile Trust Co | 2,419 | $150.0K | 0.02% | −290−10.7% | Reduced |
| Point72 Asset Management, L.P. | 2,600 | $161.0K | 0.00% | +2,600 | New |
| Globeflex Capital L P | 2,664 | $165.0K | 0.04% | −9,956−78.9% | Reduced |
| First Eagle Investment Management, LLC | 2,708 | $168.0K | 0.00% | +2,000+282.5% | Added |
| Paloma Partners Management Co | 3,290 | $204.0K | 0.01% | +3,290 | New |
| Simon Quick Advisors, LLC | 3,354 | $207.0K | 0.05% | 00.0% | Unchanged |
| M&T Bank Corp | 3,366 | $208.0K | 0.00% | +3,366 | New |
| Steward Partners Investment Advisory, LLC | 3,383 | $209.0K | 0.00% | 00.0% | Unchanged |
| Hilton Capital Management, LLC | 3,477 | $215.0K | 0.02% | −548−13.6% | Reduced |
| O'Shaughnessy Asset Management, LLC | 3,536 | $219.0K | 0.00% | +576+19.5% | Added |
| Squarepoint Ops LLC | 3,622 | $224.0K | 0.00% | +3,622 | New |
| Raymond James Trust N.A. | 3,724 | $230.0K | 0.01% | −69−1.8% | Reduced |
| Northwest Bancshares, Inc. | 3,748 | $232.0K | 0.05% | 00.0% | Unchanged |
| Sawgrass Asset Management LLC | 3,770 | $233.0K | 0.02% | +3,770 | New |
| State of Tennessee, Treasury Department | 3,801 | $236.0K | 0.00% | −224−5.6% | Reduced |
| Trexquant Investment LP | 3,979 | $246.0K | 0.02% | +3,979 | New |
| Cetera Advisor Networks LLC | 4,030 | $249.0K | 0.00% | +4,030 | New |
| Victory Capital Management Inc | 4,051 | $251.0K | 0.00% | −227−5.3% | Reduced |
| Caxton Associates LP | 4,082 | $253.0K | 0.04% | 00.0% | Unchanged |
| Verity & Verity, LLC | 3,299 | $254.0K | 0.04% | +3,299 | New |
| Simplex Trading, LLC | 4,551 | $259.0K | 0.01% | −811−15.1% | Reduced |
| Belpointe Asset Management LLC | 4,287 | $264.0K | 0.02% | +817+23.5% | Added |
| KB Financial Partners, LLC | 4,316 | $267.0K | 0.10% | +575+15.4% | Added |
| Pictet Asset Management SA | 4,400 | $272.0K | 0.00% | +4,400 | New |
| Wilbanks Smith & Thomas Asset Management LLC | 4,420 | $273.0K | 0.01% | 00.0% | Unchanged |
| Campion Asset Management LLC | 4,425 | $274.0K | 0.24% | +4,425 | New |
| United Capital Financial Advisers, LLC | 4,492 | $278.0K | 0.00% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 4,538 | $281.0K | 0.00% | −44−1.0% | Reduced |
| D.A. Davidson & Co. | 4,582 | $283.0K | 0.00% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 4,682 | $290.0K | 0.08% | +4,682 | New |
| Ameritas Investment Partners, Inc. | 4,797 | $297.0K | 0.01% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 5,060 | $313.0K | 0.01% | +3,446+213.5% | Added |
| SFMG, LLC | 5,121 | $317.0K | 0.04% | +221+4.5% | Added |
| Rockefeller Capital Management L.P. | 5,194 | $321.0K | 0.00% | +97+1.9% | Added |
| New York State Teachers Retirement System | 5,200 | $322.0K | 0.00% | +700+15.6% | Added |
| Great West Life Assurance Co | 5,203 | $324.0K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 5,050 | $327.0K | 0.01% | −850−14.4% | Reduced |
| Capula Management Ltd | 5,344 | $331.0K | 0.03% | +1,575+41.8% | Added |
| WBI Investments | 5,485 | $339.0K | 0.06% | −5,636−50.7% | Reduced |
| Susquehanna Fundamental Investments, LLC | 5,582 | $345.0K | 0.01% | −16,621−74.9% | Reduced |
| Snowden Capital Advisors LLC | 5,643 | $349.1K | 0.02% | −45−0.8% | Reduced |
| Fieldpoint Private Securities, LLC | 5,655 | $350.0K | 0.08% | +3,448+156.2% | Added |
| MML Investors Services, LLC | 5,764 | $357.0K | 0.00% | +1,123+24.2% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 5,816 | $360.0K | 0.00% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 5,863 | $363.0K | 0.00% | +5,863 | New |
| Alps Advisors Inc | 5,894 | $365.0K | 0.00% | −104−1.7% | Reduced |
| State of Wisconsin Investment Board | 6,000 | $371.0K | 0.00% | 00.0% | Unchanged |
| Origin Asset Management LLP | 6,359 | $393.0K | 0.09% | −16,000−71.6% | Reduced |
| Prudential Financial Inc | 6,454 | $400.0K | 0.00% | +571+9.7% | Added |
| Tower Research Capital LLC (TRC) | 6,461 | $400.0K | 0.01% | +4,182+183.5% | Added |
| Baird Financial Group, Inc. | 6,657 | $411.0K | 0.00% | +889+15.4% | Added |