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.
Q4 2021 vs. Q3 2021
How the institutions holding Moelis & Co changed between Q3 2021 and Q4 2021.
All holders in Q4 2021All holders in Q3 2021
| Measure | Q3 2021 | Of which not filed for Q4 2021 | Q4 2021 | Change |
|---|---|---|---|---|
| Holders | 291 | 5 | 313 | +27 |
| Shares | 56.2M | 43.6K | 57.9M | +1.79M (+3.2%) |
| Value | $3.47B | $2.69M | $3.62B | +$147.3M (+4.2%) |
5 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so the changes leave them out.
New holders (60)
Institutions that held Moelis & Co at the end of Q4 2021 but not at the end of Q3 2021.
Sold out (33)
Institutions that held Moelis & Co at the end of Q3 2021 and filed for Q4 2021 without it.
Not filed for Q4 2021 yet (5)
Institutions that held Moelis & Co at the end of Q3 2021 and haven't filed a 13F for Q4 2021. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q3 2021 | Value, Q3 2021 |
|---|---|---|
| B. Metzler seel. Sohn & Co. Holding AG | 24,988 | $1.55M |
| Psagot Investment House Ltd. | 13,907 | $860.0K |
| First Mercantile Trust Co | 2,419 | $150.0K |
| Heritage Wealth Management, LLC | 2,222 | $138.0K |
| Berman Capital Advisors, LLC | 25 | $1.00K |