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, Q4 2021
Institutional positions in Moelis & Co as of Dec 31, 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
- 313
- +27 vs. Q3 2021
- Shares held
- 57.9M
- +1.79M (+3.2%) vs. Q3 2021
- Total value
- $3.62B
- +$147.3M (+4.2%) vs. Q3 2021
- New holders
- 60
- 119 more added
- Sold out
- 33
- 98 more reduced
5 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding Moelis & Co; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 6,419,483 | $401.3M | 0.01% | +413,347+6.9% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 5,560,101 | $347.6M | 0.80% | −192,452−3.3% | Reduced |
| BlackRock Inc. | 4,580,783 | $286.3M | 0.01% | +18,964+0.4% | Added |
| London Co of Virginia | 3,420,216 | $213.8M | 1.08% | −167,041−4.7% | Reduced |
| Alliancebernstein L.P. | 2,539,942 | $158.8M | 0.06% | +441,909+21.1% | Added |
| Timucuan Asset Management Inc | 2,045,098 | $127.8M | 4.69% | +3,472+0.2% | Added |
| JPMorgan Chase & Co | 1,927,229 | $120.5M | 0.01% | −215,430−10.1% | Reduced |
| Federated Hermes, Inc. | 1,687,298 | $105.5M | 0.20% | −139,829−7.7% | Reduced |
| Artisan Partners Limited Partnership | 1,463,472 | $91.5M | 0.11% | −316,897−17.8% | Reduced |
| Westwood Holdings Group Inc. | 1,316,503 | $82.3M | 0.74% | +72,828+5.9% | Added |
| State Street Corp | 1,310,407 | $81.9M | 0.00% | +73,419+5.9% | Added |
| Geode Capital Management, LLC | 1,046,142 | $65.4M | 0.01% | +45,889+4.6% | Added |
| Dimensional Fund Advisors LP | 953,514 | $59.6M | 0.02% | +7,794+0.8% | Added |
| Wasatch Advisors Inc | 917,805 | $57.4M | 0.23% | −99,122−9.7% | Reduced |
| Wells Fargo & Company | 817,494 | $51.1M | 0.01% | −27,751−3.3% | Reduced |
| Bamco Inc | 792,935 | $49.6M | 0.11% | −88,394−10.0% | Reduced |
| Emerald Mutual Fund Advisers Trust | 768,726 | $48.1M | 1.69% | +13,074+1.7% | Added |
| Emerald Advisers, LLC | 767,336 | $48.0M | 1.77% | −20,571−2.6% | Reduced |
| Capital World Investors | 719,000 | $44.9M | 0.01% | 00.0% | Unchanged |
| Lord, Abbett & Co. LLC | 680,919 | $42.6M | 0.10% | +9,286+1.4% | Added |
| Northern Trust Corp | 626,598 | $39.2M | 0.01% | −2,859−0.5% | Reduced |
| Goldman Sachs Group Inc | 603,031 | $37.7M | 0.01% | +304,114+101.7% | Added |
| Ameriprise Financial Inc | 600,739 | $37.5M | 0.01% | +6,917+1.2% | Added |
| Heard Capital LLC | 598,938 | $37.4M | 5.86% | +128,768+27.4% | Added |
| Norges Bank | 598,154 | $37.4M | 0.01% | +45,057+8.1% | Added |
| Charles Schwab Investment Management Inc | 577,146 | $36.1M | 0.01% | +50,959+9.7% | Added |
| Bank of America Corp | 561,306 | $35.1M | 0.00% | +29,750+5.6% | Added |
| Bank of New York Mellon Corp | 539,107 | $33.7M | 0.01% | +87,594+19.4% | Added |
| Royce & Associates LP | 519,260 | $32.5M | 0.24% | −187,574−26.5% | Reduced |
| Millennium Management LLC | 490,047 | $30.6M | 0.03% | +378,075+337.7% | Added |
| Madison Asset Management, LLC | 422,503 | $26.4M | 0.35% | −186,014−30.6% | Reduced |
| Vaughan Nelson Investment Management, L.P. | 405,877 | $25.4M | 0.26% | −432,065−51.6% | Reduced |
| Morgan Stanley | 404,796 | $25.3M | 0.00% | +183,192+82.7% | Added |
| Manufacturers Life Insurance Company, The | 315,675 | $19.7M | 0.01% | +17,153+5.7% | Added |
| Tributary Capital Management, LLC | 310,901 | $19.4M | 1.47% | −13,307−4.1% | Reduced |
| Nuveen Asset Management, LLC | 313,059 | $19.0M | 0.01% | +7,226+2.4% | Added |
| Parametric Portfolio Associates LLC | 304,177 | $19.0M | 0.01% | +14,818+5.1% | Added |
| Capital Management Corp | 296,539 | $18.5M | 3.85% | +25,104+9.2% | Added |
| Raymond James & Associates | 285,965 | $17.9M | 0.01% | −1,208−0.4% | Reduced |
| Jennison Associates LLC | 256,609 | $16.0M | 0.01% | −8,226−3.1% | Reduced |
| Principal Financial Group Inc | 243,884 | $15.2M | 0.01% | +96,811+65.8% | Added |
| Panagora Asset Management Inc | 238,840 | $14.9M | 0.08% | +83,088+53.3% | Added |
| Gillson Capital LP | 236,082 | $14.8M | 0.96% | +132,185+127.2% | Added |
| Deutsche Bank AG | 226,816 | $14.2M | 0.01% | +21,537+10.5% | Added |
| Schonfeld Strategic Advisors LLC | 225,800 | $14.1M | 0.14% | +111,600+97.7% | Added |
| Adirondack Retirement Specialists, Inc. | 224,055 | $14.0M | 12.21% | −19,655−8.1% | Reduced |
| Robeco Institutional Asset Management B.V. | 216,325 | $13.5M | 0.03% | −13,110−5.7% | Reduced |
| Acadian Asset Management LLC | 197,325 | $12.3M | 0.05% | +129,506+191.0% | Added |
| Invesco Ltd. | 186,029 | $11.6M | 0.00% | +882+0.5% | Added |
| Winslow Asset Management Inc | 173,357 | $10.8M | 1.91% | −846−0.5% | Reduced |
| UBS Group AG | 172,593 | $10.8M | 0.00% | +35,293+25.7% | Added |
| American Century Companies Inc | 170,295 | $10.6M | 0.01% | +129,986+322.5% | Added |
| FMR LLC | 168,143 | $10.5M | 0.00% | +27,112+19.2% | Added |
| First Republic Investment Management, Inc. | 156,461 | $9.78M | 0.02% | −35,786−18.6% | Reduced |
| Renaissance Technologies LLC | 153,444 | $9.59M | 0.01% | −17,900−10.4% | Reduced |
| Arrowstreet Capital, Limited Partnership | 146,727 | $9.17M | 0.01% | +119,427+437.5% | Added |
| Wellington Management Group LLP | 144,510 | $9.03M | 0.00% | −43,088−23.0% | Reduced |
| Swiss National Bank | 134,300 | $8.39M | 0.01% | −1,200−0.9% | Reduced |
| Allspring Global Investments Holdings, LLC | 122,201 | $7.64M | 0.01% | +122,201 | New |
| Citadel Advisors LLC | 121,398 | $7.59M | 0.01% | −33,442−21.6% | Reduced |
| Stifel Financial Corp | 120,106 | $7.51M | 0.01% | −6,126−4.9% | Reduced |
| First Trust Advisors LP | 119,199 | $7.45M | 0.01% | +22,836+23.7% | Added |
| Royal Bank of Canada | 118,883 | $7.43M | 0.00% | −20,074−14.4% | Reduced |
| Schroder Investment Management Group | 116,987 | $7.31M | 0.01% | +10,519+9.9% | Added |
| Allianz Asset Management GmbH | 115,461 | $7.22M | 0.01% | +49,471+75.0% | Added |
| Cubist Systematic Strategies, LLC | 111,295 | $6.96M | 0.07% | +80,076+256.5% | Added |
| Balyasny Asset Management LLC | 108,776 | $6.80M | 0.03% | −25,210−18.8% | Reduced |
| Pier Capital, LLC | 105,975 | $6.62M | 0.70% | −81,006−43.3% | Reduced |
| Man Group plc | 101,997 | $6.38M | 0.02% | +15,817+18.4% | Added |
| Barclays PLC | 95,222 | $5.95M | 0.00% | +31,940+50.5% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 93,243 | $5.83M | 0.03% | +36,466+64.2% | Added |
| ClariVest Asset Management LLC | 90,611 | $5.66M | 0.17% | −5,061−5.3% | Reduced |
| SEI Investments Co | 89,319 | $5.57M | 0.01% | +1,356+1.5% | Added |
| Assenagon Asset Management S.A. | 86,302 | $5.39M | 0.02% | −56,413−39.5% | Reduced |
| Regions Financial Corp | 85,420 | $5.34M | 0.04% | +4,141+5.1% | Added |
| California State Teachers Retirement System | 84,816 | $5.30M | 0.01% | +1,578+1.9% | Added |
| Neuberger Berman Group LLC | 80,318 | $4.99M | 0.00% | +1,691+2.2% | Added |
| Envestnet Asset Management Inc | 79,257 | $4.95M | 0.00% | +9,480+13.6% | Added |
| Advisors Asset Management, Inc. | 78,436 | $4.90M | 0.07% | +20,987+36.5% | Added |
| UBS Asset Management Americas Inc | 75,843 | $4.74M | 0.00% | −1,066−1.4% | Reduced |
| ExodusPoint Capital Management, LP | 74,447 | $4.65M | 0.06% | +65,705+751.6% | Added |
| New York State Common Retirement Fund | 74,103 | $4.63M | 0.00% | −90.0% | Reduced |
| Rhumbline Advisers | 70,576 | $4.41M | 0.01% | −1,300−1.8% | Reduced |
| Advisory Research Inc | 70,442 | $4.40M | 0.35% | +70,442 | New |
| Mutual of America Capital Management LLC | 68,101 | $4.26M | 0.04% | −13,790−16.8% | Reduced |
| Natixis Advisors, L.P. | 67,488 | $4.22M | 0.02% | −27,828−29.2% | Reduced |
| Public Employees Retirement System of Ohio | 64,646 | $4.04M | 0.01% | −5,057−7.3% | Reduced |
| AQR Capital Management LLC | 63,662 | $3.98M | 0.01% | +12,057+23.4% | Added |
| Brinker Capital Investments, LLC | 62,053 | $3.88M | 0.06% | −2,527−3.9% | Reduced |
| Vestcor Inc | 61,543 | $3.85M | 0.14% | −1,604−2.5% | Reduced |
| Eagle Rock Investment Company, LLC | 55,437 | $3.46M | 0.66% | +55,437 | New |
| Los Angeles Capital Management LLC | 55,392 | $3.46M | 0.01% | +21,947+65.6% | Added |
| Legal & General Group Plc | 55,355 | $3.46M | 0.00% | +773+1.4% | Added |
| Credit Suisse AG | 53,661 | $3.35M | 0.00% | +3,165+6.3% | Added |
| Voloridge Investment Management, LLC | 53,556 | $3.35M | 0.02% | +53,556 | New |
| Citigroup Inc | 50,900 | $3.18M | 0.00% | +32,249+172.9% | Added |
| Park Circle Co | 50,176 | $3.14M | 2.55% | +7,000+16.2% | Added |
| Meritage Portfolio Management | 49,772 | $3.11M | 0.18% | −1,071−2.1% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 49,279 | $3.08M | 0.01% | −862−1.7% | Reduced |
| Mondrian Investment Partners LTD | 46,621 | $2.91M | 0.06% | −7,309−13.6% | Reduced |