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 |
|---|---|---|---|---|---|
| AQR Capital Management LLC | 51,605 | $3.19M | 0.01% | +8,783+20.5% | 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 |
| Legal & General Group Plc | 54,582 | $3.38M | 0.00% | +13,442+32.7% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 56,777 | $3.51M | 0.02% | +51,534+982.9% | Added |
| Advisors Asset Management, Inc. | 57,449 | $3.55M | 0.05% | +8,506+17.4% | Added |
| Brinker Capital Investments, LLC | 64,580 | $3.67M | 0.06% | 00.0% | Unchanged |
| Vestcor Inc | 63,147 | $3.91M | 0.14% | +63,147 | New |
| Barclays PLC | 63,282 | $3.92M | 0.00% | +46,235+271.2% | Added |
| Allianz Asset Management GmbH | 65,990 | $4.08M | 0.00% | +1,979+3.1% | Added |
| Acadian Asset Management LLC | 67,819 | $4.19M | 0.02% | +67,819 | New |
| Public Employees Retirement System of Ohio | 69,703 | $4.31M | 0.02% | −6,286−8.3% | Reduced |
| Envestnet Asset Management Inc | 69,777 | $4.32M | 0.00% | +1,885+2.8% | Added |
| Rhumbline Advisers | 71,876 | $4.45M | 0.01% | +1,013+1.4% | Added |
| New York State Common Retirement Fund | 74,112 | $4.58M | 0.00% | −8,821−10.6% | Reduced |
| UBS Asset Management Americas Inc | 76,909 | $4.76M | 0.00% | +11,930+18.4% | Added |
| Neuberger Berman Group LLC | 78,627 | $4.87M | 0.00% | +9,768+14.2% | Added |
| Regions Financial Corp | 81,279 | $5.03M | 0.04% | +2,736+3.5% | Added |
| Mutual of America Capital Management LLC | 81,891 | $5.07M | 0.05% | −9,315−10.2% | Reduced |
| California State Teachers Retirement System | 83,238 | $5.15M | 0.01% | −1,077−1.3% | Reduced |
| Man Group plc | 86,180 | $5.33M | 0.02% | −29,682−25.6% | Reduced |
| SEI Investments Co | 87,963 | $5.43M | 0.01% | +38,844+79.1% | Added |
| D. E. Shaw & Co., Inc. | 89,975 | $5.57M | 0.01% | −54,430−37.7% | Reduced |
| Natixis Advisors, L.P. | 95,316 | $5.90M | 0.02% | −17,480−15.5% | Reduced |
| ClariVest Asset Management LLC | 95,672 | $5.92M | 0.19% | −4,854−4.8% | Reduced |
| First Trust Advisors LP | 96,363 | $5.96M | 0.01% | −74,001−43.4% | Reduced |
| Gillson Capital LP | 103,897 | $6.43M | 0.47% | +103,897 | New |
| Schroder Investment Management Group | 106,468 | $6.59M | 0.01% | −19,161−15.3% | Reduced |
| Millennium Management LLC | 111,972 | $6.93M | 0.01% | −151,375−57.5% | Reduced |
| Schonfeld Strategic Advisors LLC | 114,200 | $7.07M | 0.08% | +114,200 | New |
| Stifel Financial Corp | 126,232 | $7.81M | 0.01% | +13,106+11.6% | Added |
| Balyasny Asset Management LLC | 133,986 | $8.29M | 0.04% | +120,574+899.0% | Added |
| Swiss National Bank | 135,500 | $8.38M | 0.01% | +7,600+5.9% | Added |
| UBS Group AG | 137,300 | $8.49M | 0.00% | +3,176+2.4% | Added |
| Royal Bank of Canada | 138,957 | $8.60M | 0.00% | +11,398+8.9% | Added |
| FMR LLC | 141,031 | $8.72M | 0.00% | −35,657−20.2% | Reduced |
| Assenagon Asset Management S.A. | 142,715 | $8.83M | 0.04% | +142,715 | New |
| Principal Financial Group Inc | 147,073 | $9.10M | 0.01% | +2,341+1.6% | Added |
| Citadel Advisors LLC | 154,840 | $9.58M | 0.01% | −170,464−52.4% | Reduced |
| Panagora Asset Management Inc | 155,752 | $9.64M | 0.05% | +155,752 | New |
| Renaissance Technologies LLC | 171,344 | $10.6M | 0.01% | −69,900−29.0% | Reduced |
| Winslow Asset Management Inc | 174,203 | $10.8M | 2.08% | −1,735−1.0% | Reduced |
| Invesco Ltd. | 185,147 | $11.5M | 0.00% | −17,000−8.4% | Reduced |
| Pier Capital, LLC | 186,981 | $11.6M | 1.20% | −2,846−1.5% | Reduced |
| Wellington Management Group LLP | 187,598 | $11.6M | 0.00% | −9,353−4.7% | Reduced |
| First Republic Investment Management, Inc. | 192,247 | $11.9M | 0.03% | +30,990+19.2% | Added |
| Deutsche Bank AG | 205,279 | $12.7M | 0.01% | −6,404−3.0% | Reduced |
| Morgan Stanley | 221,604 | $13.7M | 0.00% | +76,298+52.5% | Added |
| Robeco Institutional Asset Management B.V. | 229,435 | $14.2M | 0.03% | +142,346+163.4% | Added |
| Adirondack Retirement Specialists, Inc. | 243,710 | $15.1M | 13.96% | +73,448+43.1% | Added |
| Jennison Associates LLC | 264,835 | $16.4M | 0.01% | +17,358+7.0% | Added |
| Capital Management Corp | 271,435 | $16.8M | 3.67% | −17,030−5.9% | Reduced |
| Raymond James & Associates | 287,173 | $17.8M | 0.02% | +3,617+1.3% | Added |
| Parametric Portfolio Associates LLC | 289,359 | $17.9M | 0.01% | +10,457+3.7% | Added |
| Manufacturers Life Insurance Company, The | 298,522 | $18.5M | 0.02% | −109,914−26.9% | Reduced |
| Goldman Sachs Group Inc | 298,917 | $18.5M | 0.00% | +69,625+30.4% | Added |
| Nuveen Asset Management, LLC | 305,833 | $18.9M | 0.01% | −12,551−3.9% | Reduced |
| Tributary Capital Management, LLC | 324,208 | $20.1M | 1.55% | −4,788−1.5% | Reduced |
| Bank of New York Mellon Corp | 451,513 | $27.9M | 0.01% | +20,609+4.8% | Added |
| Heard Capital LLC | 470,170 | $29.1M | 5.65% | −600.0% | Reduced |
| Charles Schwab Investment Management Inc | 526,187 | $32.6M | 0.01% | +1,640+0.3% | Added |
| Bank of America Corp | 531,556 | $32.9M | 0.00% | +5,527+1.1% | Added |
| Norges Bank | 553,097 | $34.2M | 0.01% | +37,980+7.4% | Added |
| Ameriprise Financial Inc | 593,822 | $36.6M | 0.01% | +35,379+6.3% | Added |
| Madison Asset Management, LLC | 608,517 | $37.6M | 0.52% | −2230.0% | Reduced |
| Northern Trust Corp | 629,457 | $38.9M | 0.01% | −28,208−4.3% | Reduced |
| Lord, Abbett & Co. LLC | 671,633 | $41.6M | 0.10% | +230,909+52.4% | Added |
| Royce & Associates LP | 706,834 | $43.7M | 0.33% | −124,401−15.0% | Reduced |
| Capital World Investors | 719,000 | $44.5M | 0.01% | 00.0% | Unchanged |
| Emerald Mutual Fund Advisers Trust | 755,652 | $46.8M | 1.62% | 00.0% | Unchanged |
| Emerald Advisers, LLC | 787,907 | $48.7M | 1.77% | +35,710+4.7% | Added |
| Vaughan Nelson Investment Management, L.P. | 837,942 | $51.8M | 0.53% | −204,255−19.6% | Reduced |
| Wells Fargo & Company | 845,245 | $52.3M | 0.01% | −1,108−0.1% | Reduced |
| Bamco Inc | 881,329 | $54.5M | 0.12% | −218,595−19.9% | Reduced |
| Dimensional Fund Advisors LP | 945,720 | $58.5M | 0.02% | +25,256+2.7% | Added |
| Geode Capital Management, LLC | 1,000,253 | $61.9M | 0.01% | −23,243−2.3% | Reduced |
| Wasatch Advisors Inc | 1,016,927 | $62.9M | 0.26% | +15,829+1.6% | Added |
| State Street Corp | 1,236,988 | $76.5M | 0.00% | +19,591+1.6% | Added |
| Westwood Holdings Group Inc. | 1,243,675 | $76.9M | 0.84% | +141,121+12.8% | Added |
| Artisan Partners Limited Partnership | 1,780,369 | $110.2M | 0.13% | −16,487−0.9% | Reduced |
| Federated Hermes, Inc. | 1,827,127 | $113.0M | 0.22% | +126,980+7.5% | Added |
| Timucuan Asset Management Inc | 2,041,626 | $126.3M | 4.89% | +19,064+0.9% | Added |
| Alliancebernstein L.P. | 2,098,033 | $129.8M | 0.05% | −43,572−2.0% | Reduced |
| JPMorgan Chase & Co | 2,142,659 | $132.6M | 0.02% | −516,026−19.4% | Reduced |
| London Co of Virginia | 3,587,257 | $221.9M | 1.22% | −180,578−4.8% | Reduced |
| BlackRock Inc. | 4,561,819 | $282.2M | 0.01% | +33,385+0.7% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 5,752,553 | $355.9M | 0.86% | −291,786−4.8% | Reduced |
| Vanguard Group Inc | 6,006,136 | $371.6M | 0.01% | +75,650+1.3% | Added |
| Gerber Kawasaki Wealth & Investment Management | 1 | – | – | +1 | New |
| Solstein Capital, LLC | 680 | – | – | +680 | New |
| Sofos Investments, Inc. | 1 | – | – | 00.0% | Unchanged |
| Cramer Rosenthal McGlynn LLC | 0 | $0 | 0.00% | −166,137−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −30,916−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −22,964−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −14,118−100.0% | Sold out |
| Mercer Global Advisors Inc | 0 | $0 | 0.00% | −14,085−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −13,397−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −13,305−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −10,900−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −10,253−100.0% | Sold out |