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 |
|---|---|---|---|---|---|
| WBI Investments | 5,485 | $339.0K | 0.06% | −5,636−50.7% | Reduced |
| Capula Management Ltd | 5,344 | $331.0K | 0.03% | +1,575+41.8% | Added |
| Geneos Wealth Management Inc. | 5,050 | $327.0K | 0.01% | −850−14.4% | Reduced |
| Great West Life Assurance Co | 5,203 | $324.0K | 0.00% | 00.0% | Unchanged |
| New York State Teachers Retirement System | 5,200 | $322.0K | 0.00% | +700+15.6% | Added |
| Rockefeller Capital Management L.P. | 5,194 | $321.0K | 0.00% | +97+1.9% | Added |
| SFMG, LLC | 5,121 | $317.0K | 0.04% | +221+4.5% | Added |
| PEAK6 Investments LLC | 5,060 | $313.0K | 0.01% | +3,446+213.5% | Added |
| Ameritas Investment Partners, Inc. | 4,797 | $297.0K | 0.01% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 4,682 | $290.0K | 0.08% | +4,682 | New |
| D.A. Davidson & Co. | 4,582 | $283.0K | 0.00% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 4,538 | $281.0K | 0.00% | −44−1.0% | Reduced |
| United Capital Financial Advisers, LLC | 4,492 | $278.0K | 0.00% | 00.0% | Unchanged |
| Campion Asset Management LLC | 4,425 | $274.0K | 0.24% | +4,425 | New |
| Wilbanks Smith & Thomas Asset Management LLC | 4,420 | $273.0K | 0.01% | 00.0% | Unchanged |
| Pictet Asset Management SA | 4,400 | $272.0K | 0.00% | +4,400 | New |
| KB Financial Partners, LLC | 4,316 | $267.0K | 0.10% | +575+15.4% | Added |
| Belpointe Asset Management LLC | 4,287 | $264.0K | 0.02% | +817+23.5% | Added |
| Simplex Trading, LLC | 4,551 | $259.0K | 0.01% | −811−15.1% | Reduced |
| Verity & Verity, LLC | 3,299 | $254.0K | 0.04% | +3,299 | New |
| Caxton Associates LP | 4,082 | $253.0K | 0.04% | 00.0% | Unchanged |
| Victory Capital Management Inc | 4,051 | $251.0K | 0.00% | −227−5.3% | Reduced |
| Cetera Advisor Networks LLC | 4,030 | $249.0K | 0.00% | +4,030 | New |
| Trexquant Investment LP | 3,979 | $246.0K | 0.02% | +3,979 | New |
| State of Tennessee, Treasury Department | 3,801 | $236.0K | 0.00% | −224−5.6% | Reduced |
| Sawgrass Asset Management LLC | 3,770 | $233.0K | 0.02% | +3,770 | New |
| Northwest Bancshares, Inc. | 3,748 | $232.0K | 0.05% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 3,724 | $230.0K | 0.01% | −69−1.8% | Reduced |
| Squarepoint Ops LLC | 3,622 | $224.0K | 0.00% | +3,622 | New |
| O'Shaughnessy Asset Management, LLC | 3,536 | $219.0K | 0.00% | +576+19.5% | Added |
| Hilton Capital Management, LLC | 3,477 | $215.0K | 0.02% | −548−13.6% | Reduced |
| Steward Partners Investment Advisory, LLC | 3,383 | $209.0K | 0.00% | 00.0% | Unchanged |
| M&T Bank Corp | 3,366 | $208.0K | 0.00% | +3,366 | New |
| Simon Quick Advisors, LLC | 3,354 | $207.0K | 0.05% | 00.0% | Unchanged |
| Paloma Partners Management Co | 3,290 | $204.0K | 0.01% | +3,290 | New |
| First Eagle Investment Management, LLC | 2,708 | $168.0K | 0.00% | +2,000+282.5% | Added |
| Globeflex Capital L P | 2,664 | $165.0K | 0.04% | −9,956−78.9% | Reduced |
| Point72 Asset Management, L.P. | 2,600 | $161.0K | 0.00% | +2,600 | New |
| First Mercantile Trust Co | 2,419 | $150.0K | 0.02% | −290−10.7% | Reduced |
| Heritage Wealth Management, LLC | 2,222 | $138.0K | 0.05% | +447+25.2% | Added |
| Neo Ivy Capital Management | 4,399 | $137.0K | 0.16% | +4,399 | New |
| Group One Trading, L.P. | 1,902 | $118.0K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 1,650 | $102.0K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 1,196 | $74.0K | 0.00% | +116+10.7% | Added |
| Eagle Bay Advisors LLC | 1,158 | $70.0K | 0.04% | +579+100.0% | Added |
| HM Payson & Co | 1,089 | $67.0K | 0.00% | 00.0% | Unchanged |
| Macquarie Group Ltd | 981 | $61.0K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 923 | $56.0K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 877 | $54.0K | 0.04% | 00.0% | Unchanged |
| FourThought Financial, LLC | 855 | $52.0K | 0.01% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 747 | $46.0K | 0.01% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 591 | $37.0K | 0.00% | +171+40.7% | Added |
| Kings Point Capital Management | 548 | $34.0K | 0.00% | +548 | New |
| Liberty Wealth Management LLC | 422 | $28.0K | 0.01% | +212+101.0% | Added |
| Clearstead Advisors, LLC | 456 | $28.0K | 0.00% | +456 | New |
| Reilly Financial Advisors, LLC | 325 | $20.0K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 309 | $19.0K | 0.00% | 00.0% | Unchanged |
| MUFG Americas Holdings Corp | 268 | $17.0K | 0.00% | +268 | New |
| Harvest Fund Management Co., Ltd | 284 | $17.0K | 0.00% | +284 | New |
| IFP Advisors, Inc | 241 | $15.0K | 0.00% | +1+0.4% | Added |
| Better Money Decisions, LLC | 207 | $13.0K | 0.01% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 218 | $13.0K | 0.00% | +218 | New |
| Harbor Investment Advisory, LLC | 200 | $12.0K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 176 | $11.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 157 | $10.0K | 0.00% | +15+10.6% | 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 |
| NEXT Financial Group, Inc | 123 | $7.00K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 120 | $7.00K | 0.00% | +35+41.2% | Added |
| Proequities, Inc. | 100 | $6.00K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 95 | $6.00K | 0.00% | 00.0% | Unchanged |
| Howe & Rusling Inc | 81 | $5.00K | 0.00% | −13−13.8% | Reduced |
| Allworth Financial LP | 82 | $5.00K | 0.00% | +82 | 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |