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 |
|---|---|---|---|---|---|
| PDT Partners, LLC | 6,733 | $417.0K | 0.03% | +6,733 | New |
| Boston Private Wealth LLC | 6,775 | $419.0K | 0.01% | −11,055−62.0% | Reduced |
| Susquehanna International Group, LLP | 6,942 | $430.0K | 0.00% | +6,942 | New |
| Mackenzie Financial Corp | 6,983 | $432.0K | 0.00% | +1,500+27.4% | Added |
| US Bancorp | 7,052 | $436.0K | 0.00% | −164−2.3% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 7,200 | $445.0K | 0.00% | 00.0% | Unchanged |
| Curated Wealth Partners LLC | 7,199 | $445.0K | 0.25% | 00.0% | Unchanged |
| Pitcairn Co | 7,609 | $470.0K | 0.03% | +121+1.6% | Added |
| Public Employees Retirement Association of Colorado | 7,648 | $473.0K | 0.00% | 00.0% | Unchanged |
| DuPont Capital Management Corp | 7,785 | $482.0K | 0.02% | −1,102−12.4% | Reduced |
| ProShare Advisors LLC | 7,842 | $485.0K | 0.00% | −8,031−50.6% | Reduced |
| IndexIQ Advisors LLC | 8,497 | $526.0K | 0.02% | +851+11.1% | Added |
| ExodusPoint Capital Management, LP | 8,742 | $541.0K | 0.01% | +101+1.2% | Added |
| Captrust Financial Advisors | 8,744 | $541.0K | 0.00% | +3,532+67.8% | Added |
| Advisor Group Holdings, Inc. | 8,984 | $562.0K | 0.00% | +2,898+47.6% | Added |
| Hancock Whitney Corp | 9,083 | $562.0K | 0.02% | +9,083 | New |
| Gsa Capital Partners LLP | 9,256 | $573.0K | 0.06% | +5,240+130.5% | Added |
| Naples Global Advisors, LLC | 9,450 | $585.0K | 0.08% | +3,375+55.6% | Added |
| Amalgamated Bank | 9,584 | $593.0K | 0.01% | −635−6.2% | Reduced |
| Teacher Retirement System of Texas | 9,916 | $614.0K | 0.00% | +2,764+38.6% | Added |
| Smith Group Asset Management, LLC | 10,085 | $624.0K | 0.03% | +10,085 | New |
| Brewin Dolphin Ltd | 10,255 | $634.5K | 0.03% | 00.0% | Unchanged |
| Peak Financial Advisors LLC | 10,296 | $637.0K | 0.56% | +491+5.0% | Added |
| Versor Investments LP | 10,320 | $638.0K | 0.02% | +10,320 | New |
| HSBC Holdings PLC | 10,340 | $642.0K | 0.00% | +5,521+114.6% | Added |
| Maverick Capital LtdSuperinvestorMaverick Capital | 11,014 | $681.0K | 0.01% | +7,734+235.8% | Added |
| GWM Advisors LLC | 11,104 | $687.0K | 0.02% | +1,384+14.2% | Added |
| Meeder Asset Management Inc | 11,222 | $695.0K | 0.04% | +6,065+117.6% | Added |
| Sigma Planning Corp | 11,508 | $712.0K | 0.02% | −25−0.2% | Reduced |
| Centiva Capital, LP | 11,548 | $714.0K | 0.06% | +11,548 | New |
| Handelsbanken Fonder AB | 11,751 | $727.0K | 0.00% | 00.0% | Unchanged |
| Winton Group Ltd | 11,782 | $729.0K | 0.04% | −3,532−23.1% | Reduced |
| Qube Research & Technologies Ltd | 12,659 | $783.0K | 0.01% | +12,659 | New |
| First Hawaiian Bank | 12,699 | $786.0K | 0.03% | −141−1.1% | Reduced |
| Campbell Newman Asset Management Inc | 13,259 | $820.0K | 0.08% | +683+5.4% | Added |
| Hennion & Walsh Asset Management, Inc. | 13,503 | $835.0K | 0.04% | −621−4.4% | Reduced |
| Essex Investment Management Co LLC | 13,510 | $836.0K | 0.10% | −111−0.8% | Reduced |
| Janney Montgomery Scott LLC | 13,708 | $848.0K | 0.00% | +20+0.1% | Added |
| State Board of Administration of Florida Retirement System | 13,792 | $853.0K | 0.00% | +230+1.7% | Added |
| Nisa Investment Advisors, LLC | 13,800 | $854.0K | 0.01% | 00.0% | Unchanged |
| Psagot Investment House Ltd. | 13,907 | $860.0K | 0.15% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 13,907 | $860.0K | 0.15% | +13,907 | New |
| Foresight Wealth Management, LLC | 13,934 | $862.0K | 0.38% | −944−6.3% | Reduced |
| Harbor Advisors LLC | 14,800 | $916.0K | 0.18% | 00.0% | Unchanged |
| Shay Capital LLC | 15,000 | $928.0K | 0.30% | +15,000 | New |
| Eaton Vance Management | 15,388 | $952.0K | 0.00% | 00.0% | Unchanged |
| Wakefield Asset Management LLLP | 15,438 | $955.0K | 0.36% | −339−2.1% | Reduced |
| Metropolitan Life Insurance Co | 15,974 | $988.3K | 0.01% | −745−4.5% | Reduced |
| Hillsdale Investment Management Inc. | 16,650 | $1.03M | 0.08% | −5,000−23.1% | Reduced |
| Arizona State Retirement System | 16,705 | $1.03M | 0.01% | +932+5.9% | Added |
| BNP Paribas Arbitrage, SA | 17,313 | $1.07M | 0.00% | +10,401+150.5% | Added |
| The PNC Financial Services Group, Inc. | 18,012 | $1.11M | 0.00% | +987+5.8% | Added |
| Citigroup Inc | 18,651 | $1.15M | 0.00% | −4,994−21.1% | Reduced |
| Hudson Value Partners, LLC | 18,770 | $1.16M | 0.64% | −2,210−10.5% | Reduced |
| Richard P Slaughter Associates Inc | 19,516 | $1.21M | 0.48% | +19,516 | New |
| Bramshill Investments, LLC | 19,554 | $1.21M | 0.10% | −33,280−63.0% | Reduced |
| Verdence Capital Advisors LLC | 20,038 | $1.24M | 0.16% | −73−0.4% | Reduced |
| Jackson Creek Investment Advisors LLC | 20,606 | $1.27M | 0.47% | +192+0.9% | Added |
| Allstate Corp | 20,861 | $1.29M | 0.05% | −2,475−10.6% | Reduced |
| Canada Pension Plan Investment Board | 21,000 | $1.30M | 0.00% | +21,000 | New |
| MetLife Investment Management | 21,837 | $1.35M | 0.01% | 00.0% | Unchanged |
| Cornercap Investment Counsel Inc | 22,836 | $1.41M | 0.16% | −2,879−11.2% | Reduced |
| Voya Investment Management LLC | 22,864 | $1.42M | 0.00% | +240+1.1% | Added |
| First National Bank of Omaha | 22,936 | $1.42M | 0.07% | −2,411−9.5% | Reduced |
| Price T Rowe Associates Inc | 23,539 | $1.46M | 0.00% | −1,012−4.1% | Reduced |
| Vestmark Advisory Solutions, Inc. | 23,938 | $1.48M | 0.10% | +313+1.3% | Added |
| NewEdge Wealth, LLC | 23,938 | $1.48M | 0.09% | +313+1.3% | Added |
| Federation des caisses Desjardins du Quebec | 24,224 | $1.50M | 0.02% | −2,190−8.3% | Reduced |
| STRS Ohio | 24,900 | $1.54M | 0.01% | −2,100−7.8% | Reduced |
| Two Sigma Advisers, LP | 24,900 | $1.54M | 0.00% | +6,600+36.1% | Added |
| B. Metzler seel. Sohn & Co. Holding AG | 24,988 | $1.55M | 0.02% | −804−3.1% | Reduced |
| HighTower Advisors, LLC | 26,991 | $1.67M | 0.00% | +327+1.2% | Added |
| M&G Investment Management Ltd | 26,986 | $1.67M | 0.01% | +26,986 | New |
| Aviva PLC | 27,237 | $1.69M | 0.01% | +27,237 | New |
| Arrowstreet Capital, Limited Partnership | 27,300 | $1.69M | 0.00% | +27,300 | New |
| HRT Financial LP | 27,949 | $1.73M | 0.01% | +27,949 | New |
| AlphaCrest Capital Management LLC | 28,826 | $1.78M | 0.09% | +5,415+23.1% | Added |
| Citizens Business Bank | 29,155 | $1.80M | 0.24% | 00.0% | Unchanged |
| Virginia Retirement Systems Et Al | 29,200 | $1.81M | 0.02% | −3,700−11.2% | Reduced |
| SG Americas Securities, LLC | 29,666 | $1.83M | 0.01% | +27,142+1,075.4% | Added |
| HCR Wealth Advisors | 29,965 | $1.85M | 0.31% | 00.0% | Unchanged |
| Cornerstone Investment Partners, LLC | 30,037 | $1.86M | 0.11% | +1,312+4.6% | Added |
| Wesbanco Bank Inc | 30,132 | $1.86M | 0.07% | 00.0% | Unchanged |
| Ascendant Capital Management, LLC | 31,000 | $1.92M | 1.45% | −4,000−11.4% | Reduced |
| Cubist Systematic Strategies, LLC | 31,219 | $1.93M | 0.02% | −27,644−47.0% | Reduced |
| LPL Financial LLC | 31,826 | $1.97M | 0.00% | +545+1.7% | Added |
| O'Shares Investment Advisers, LLC | 33,435 | $2.07M | 0.15% | +5,220+18.5% | Added |
| Los Angeles Capital Management LLC | 33,445 | $2.07M | 0.01% | +5,900+21.4% | Added |
| American International Group, Inc. | 33,486 | $2.07M | 0.01% | −796−2.3% | Reduced |
| Martingale Asset Management L P | 34,949 | $2.16M | 0.03% | +34,949 | New |
| APG Asset Management N.V. | 41,562 | $2.22M | 0.00% | −53,500−56.3% | Reduced |
| Prana Capital Management, LP | 37,787 | $2.34M | 0.21% | +37,787 | New |
| Verition Fund Management LLC | 38,765 | $2.40M | 0.04% | +30,153+350.1% | Added |
| American Century Companies Inc | 40,309 | $2.49M | 0.00% | +15,196+60.5% | Added |
| Park Circle Co | 43,176 | $2.67M | 2.20% | +16,500+61.9% | Added |
| State of New Jersey Common Pension Fund D | 44,511 | $2.75M | 0.01% | −3,413−7.1% | Reduced |
| Salvus Wealth Management, LLC | 45,956 | $2.84M | 2.32% | +1,170+2.6% | Added |
| Chevy Chase Trust Holdings, Inc. | 50,141 | $3.10M | 0.01% | +284+0.6% | Added |
| Credit Suisse AG | 50,496 | $3.13M | 0.00% | +3,121+6.6% | Added |
| Meritage Portfolio Management | 50,843 | $3.15M | 0.19% | −132−0.3% | Reduced |