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 |
|---|---|---|---|---|---|
| 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 |
| LPL Financial LLC | 31,826 | $1.97M | 0.00% | +545+1.7% | Added |
| Cubist Systematic Strategies, LLC | 31,219 | $1.93M | 0.02% | −27,644−47.0% | Reduced |
| Ascendant Capital Management, LLC | 31,000 | $1.92M | 1.45% | −4,000−11.4% | Reduced |
| Wesbanco Bank Inc | 30,132 | $1.86M | 0.07% | 00.0% | Unchanged |
| Cornerstone Investment Partners, LLC | 30,037 | $1.86M | 0.11% | +1,312+4.6% | Added |
| HCR Wealth Advisors | 29,965 | $1.85M | 0.31% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 29,666 | $1.83M | 0.01% | +27,142+1,075.4% | Added |
| Virginia Retirement Systems Et Al | 29,200 | $1.81M | 0.02% | −3,700−11.2% | Reduced |
| Citizens Business Bank | 29,155 | $1.80M | 0.24% | 00.0% | Unchanged |
| AlphaCrest Capital Management LLC | 28,826 | $1.78M | 0.09% | +5,415+23.1% | Added |
| HRT Financial LP | 27,949 | $1.73M | 0.01% | +27,949 | New |
| Arrowstreet Capital, Limited Partnership | 27,300 | $1.69M | 0.00% | +27,300 | New |
| Aviva PLC | 27,237 | $1.69M | 0.01% | +27,237 | New |
| M&G Investment Management Ltd | 26,986 | $1.67M | 0.01% | +26,986 | New |
| HighTower Advisors, LLC | 26,991 | $1.67M | 0.00% | +327+1.2% | Added |
| B. Metzler seel. Sohn & Co. Holding AG | 24,988 | $1.55M | 0.02% | −804−3.1% | Reduced |
| Two Sigma Advisers, LP | 24,900 | $1.54M | 0.00% | +6,600+36.1% | Added |
| STRS Ohio | 24,900 | $1.54M | 0.01% | −2,100−7.8% | Reduced |
| Federation des caisses Desjardins du Quebec | 24,224 | $1.50M | 0.02% | −2,190−8.3% | 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 |
| Price T Rowe Associates Inc | 23,539 | $1.46M | 0.00% | −1,012−4.1% | Reduced |
| First National Bank of Omaha | 22,936 | $1.42M | 0.07% | −2,411−9.5% | Reduced |
| Voya Investment Management LLC | 22,864 | $1.42M | 0.00% | +240+1.1% | Added |
| Cornercap Investment Counsel Inc | 22,836 | $1.41M | 0.16% | −2,879−11.2% | Reduced |
| MetLife Investment Management | 21,837 | $1.35M | 0.01% | 00.0% | Unchanged |
| Canada Pension Plan Investment Board | 21,000 | $1.30M | 0.00% | +21,000 | New |
| Allstate Corp | 20,861 | $1.29M | 0.05% | −2,475−10.6% | Reduced |
| Jackson Creek Investment Advisors LLC | 20,606 | $1.27M | 0.47% | +192+0.9% | Added |
| Verdence Capital Advisors LLC | 20,038 | $1.24M | 0.16% | −73−0.4% | Reduced |
| Bramshill Investments, LLC | 19,554 | $1.21M | 0.10% | −33,280−63.0% | Reduced |
| Richard P Slaughter Associates Inc | 19,516 | $1.21M | 0.48% | +19,516 | New |
| Hudson Value Partners, LLC | 18,770 | $1.16M | 0.64% | −2,210−10.5% | Reduced |
| Citigroup Inc | 18,651 | $1.15M | 0.00% | −4,994−21.1% | Reduced |
| The PNC Financial Services Group, Inc. | 18,012 | $1.11M | 0.00% | +987+5.8% | Added |
| BNP Paribas Arbitrage, SA | 17,313 | $1.07M | 0.00% | +10,401+150.5% | Added |
| Arizona State Retirement System | 16,705 | $1.03M | 0.01% | +932+5.9% | Added |
| Hillsdale Investment Management Inc. | 16,650 | $1.03M | 0.08% | −5,000−23.1% | Reduced |
| Metropolitan Life Insurance Co | 15,974 | $988.3K | 0.01% | −745−4.5% | Reduced |
| Wakefield Asset Management LLLP | 15,438 | $955.0K | 0.36% | −339−2.1% | Reduced |
| Eaton Vance Management | 15,388 | $952.0K | 0.00% | 00.0% | Unchanged |
| Shay Capital LLC | 15,000 | $928.0K | 0.30% | +15,000 | New |
| Harbor Advisors LLC | 14,800 | $916.0K | 0.18% | 00.0% | Unchanged |
| Foresight Wealth Management, LLC | 13,934 | $862.0K | 0.38% | −944−6.3% | Reduced |
| 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 |
| Nisa Investment Advisors, LLC | 13,800 | $854.0K | 0.01% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 13,792 | $853.0K | 0.00% | +230+1.7% | Added |
| Janney Montgomery Scott LLC | 13,708 | $848.0K | 0.00% | +20+0.1% | Added |
| Essex Investment Management Co LLC | 13,510 | $836.0K | 0.10% | −111−0.8% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 13,503 | $835.0K | 0.04% | −621−4.4% | Reduced |
| Campbell Newman Asset Management Inc | 13,259 | $820.0K | 0.08% | +683+5.4% | Added |
| First Hawaiian Bank | 12,699 | $786.0K | 0.03% | −141−1.1% | Reduced |
| Qube Research & Technologies Ltd | 12,659 | $783.0K | 0.01% | +12,659 | New |
| Winton Group Ltd | 11,782 | $729.0K | 0.04% | −3,532−23.1% | Reduced |
| Handelsbanken Fonder AB | 11,751 | $727.0K | 0.00% | 00.0% | Unchanged |
| Centiva Capital, LP | 11,548 | $714.0K | 0.06% | +11,548 | New |
| Sigma Planning Corp | 11,508 | $712.0K | 0.02% | −25−0.2% | Reduced |
| Meeder Asset Management Inc | 11,222 | $695.0K | 0.04% | +6,065+117.6% | Added |
| GWM Advisors LLC | 11,104 | $687.0K | 0.02% | +1,384+14.2% | Added |
| Maverick Capital LtdSuperinvestorMaverick Capital | 11,014 | $681.0K | 0.01% | +7,734+235.8% | Added |
| HSBC Holdings PLC | 10,340 | $642.0K | 0.00% | +5,521+114.6% | Added |
| Versor Investments LP | 10,320 | $638.0K | 0.02% | +10,320 | New |
| Peak Financial Advisors LLC | 10,296 | $637.0K | 0.56% | +491+5.0% | Added |
| Brewin Dolphin Ltd | 10,255 | $634.5K | 0.03% | 00.0% | Unchanged |
| Smith Group Asset Management, LLC | 10,085 | $624.0K | 0.03% | +10,085 | New |
| Teacher Retirement System of Texas | 9,916 | $614.0K | 0.00% | +2,764+38.6% | Added |
| Amalgamated Bank | 9,584 | $593.0K | 0.01% | −635−6.2% | Reduced |
| Naples Global Advisors, LLC | 9,450 | $585.0K | 0.08% | +3,375+55.6% | Added |
| Gsa Capital Partners LLP | 9,256 | $573.0K | 0.06% | +5,240+130.5% | 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 |
| 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 |
| IndexIQ Advisors LLC | 8,497 | $526.0K | 0.02% | +851+11.1% | Added |
| ProShare Advisors LLC | 7,842 | $485.0K | 0.00% | −8,031−50.6% | Reduced |
| DuPont Capital Management Corp | 7,785 | $482.0K | 0.02% | −1,102−12.4% | Reduced |
| Public Employees Retirement Association of Colorado | 7,648 | $473.0K | 0.00% | 00.0% | Unchanged |
| Pitcairn Co | 7,609 | $470.0K | 0.03% | +121+1.6% | Added |
| 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 |
| US Bancorp | 7,052 | $436.0K | 0.00% | −164−2.3% | Reduced |
| Mackenzie Financial Corp | 6,983 | $432.0K | 0.00% | +1,500+27.4% | Added |
| Susquehanna International Group, LLP | 6,942 | $430.0K | 0.00% | +6,942 | New |
| Boston Private Wealth LLC | 6,775 | $419.0K | 0.01% | −11,055−62.0% | Reduced |
| PDT Partners, LLC | 6,733 | $417.0K | 0.03% | +6,733 | New |
| Baird Financial Group, Inc. | 6,657 | $411.0K | 0.00% | +889+15.4% | Added |
| 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 |
| Origin Asset Management LLP | 6,359 | $393.0K | 0.09% | −16,000−71.6% | Reduced |
| State of Wisconsin Investment Board | 6,000 | $371.0K | 0.00% | 00.0% | Unchanged |
| Alps Advisors Inc | 5,894 | $365.0K | 0.00% | −104−1.7% | Reduced |
| Janus Henderson Group PLC | 5,863 | $363.0K | 0.00% | +5,863 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 5,816 | $360.0K | 0.00% | 00.0% | Unchanged |
| MML Investors Services, LLC | 5,764 | $357.0K | 0.00% | +1,123+24.2% | Added |
| Fieldpoint Private Securities, LLC | 5,655 | $350.0K | 0.08% | +3,448+156.2% | Added |
| Snowden Capital Advisors LLC | 5,643 | $349.1K | 0.02% | −45−0.8% | Reduced |
| Susquehanna Fundamental Investments, LLC | 5,582 | $345.0K | 0.01% | −16,621−74.9% | Reduced |