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 |
|---|---|---|---|---|---|
| Assetmark, Inc | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 14 | $1.00K | 0.00% | −14−50.0% | Reduced |
| Westside Investment Management, Inc. | 29 | $1.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 12 | $1.00K | 0.00% | +12 | New |
| BDO Wealth Advisors, LLC | 9 | $1.00K | 0.00% | +9 | New |
| Schubert & Co | 8 | $1.00K | 0.00% | +8 | New |
| Plante Moran Financial Advisors, LLC | 28 | $2.00K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 27 | $2.00K | 0.00% | +6+28.6% | Added |
| Sound Income Strategies, LLC | 44 | $3.00K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 40 | $3.00K | 0.00% | +40 | New |
| Rise Advisors, LLC | 53 | $3.30K | 0.00% | +53 | New |
| Huntington National Bank | 58 | $4.00K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 56 | $4.00K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 100 | $6.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 113 | $7.00K | 0.00% | +70+162.8% | Added |
| Cordasco Financial Network | 135 | $8.00K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 134 | $8.00K | 0.00% | +2+1.5% | Added |
| NEXT Financial Group, Inc | 123 | $8.00K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 124 | $8.00K | 0.00% | +4+3.3% | Added |
| IFP Advisors, Inc | 145 | $9.00K | 0.00% | −96−39.8% | Reduced |
| Howe & Rusling Inc | 158 | $10.0K | 0.00% | +77+95.1% | Added |
| Lindbrook Capital, LLC | 176 | $11.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 168 | $11.0K | 0.00% | +11+7.0% | Added |
| Harbor Investment Advisory, LLC | 200 | $13.0K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 218 | $14.0K | 0.00% | 00.0% | Unchanged |
| Brewin Dolphin Ltd | 255 | $16.0K | 0.00% | −10,000−97.5% | Reduced |
| Northwestern Mutual Wealth Management Co | 276 | $17.0K | 0.00% | +276 | New |
| Jones Financial Companies LLLP | 309 | $19.0K | 0.00% | 00.0% | Unchanged |
| Reilly Financial Advisors, LLC | 325 | $20.0K | 0.00% | 00.0% | Unchanged |
| Confluence Wealth Services, Inc. | 320 | $20.0K | 0.01% | +320 | New |
| Counterpoint Mutual Funds LLC | 418 | $26.0K | 0.02% | +418 | New |
| Covestor Ltd | 466 | $29.0K | 0.04% | +466 | New |
| Graves-Light Private Wealth Management, Inc. | 530 | $33.0K | 0.00% | −217−29.0% | Reduced |
| Kings Point Capital Management | 548 | $34.0K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 579 | $36.0K | 0.02% | −579−50.0% | Reduced |
| First Quadrant L P | 606 | $38.0K | 0.00% | +606 | New |
| Simplex Trading, LLC | 631 | $39.0K | 0.00% | −3,920−86.1% | Reduced |
| Tower Research Capital LLC (TRC) | 652 | $41.0K | 0.00% | −5,809−89.9% | Reduced |
| MUFG Americas Holdings Corp | 691 | $43.0K | 0.00% | +423+157.8% | Added |
| FourThought Financial, LLC | 730 | $46.0K | 0.01% | −125−14.6% | Reduced |
| Wolff Wiese Magana LLC | 809 | $51.0K | 0.03% | −68−7.8% | Reduced |
| Exchange Traded Concepts, LLC | 891 | $56.0K | 0.00% | +300+50.8% | Added |
| Macquarie Group Ltd | 981 | $61.0K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 1,024 | $63.0K | 0.00% | +101+10.9% | Added |
| Harvest Fund Management Co., Ltd | 1,126 | $70.0K | 0.01% | +842+296.5% | Added |
| Lenox Wealth Advisors, LLC | 1,149 | $72.0K | 0.01% | +1,149 | New |
| American Portfolios Advisors | 1,189 | $74.3K | 0.00% | −7−0.6% | Reduced |
| Dark Forest Capital Management LP | 1,229 | $77.0K | 0.03% | +1,229 | New |
| Lazard Asset Management LLC | 1,257 | $78.0K | 0.00% | +1,257 | New |
| Quantbot Technologies LP | 1,438 | $89.0K | 0.01% | +1,438 | New |
| Umb Bank N A | 1,441 | $90.0K | 0.00% | +1,441 | New |
| Van Eck Associates Corp | 1,459 | $91.0K | 0.00% | +1,459 | New |
| Evoke Wealth, LLC | 1,650 | $103.0K | 0.00% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 2,253 | $141.0K | 0.04% | −1,101−32.8% | Reduced |
| Castleview Partners, LLC | 9,063 | $145.0K | 0.00% | +9,063 | New |
| PEAK6 Investments LLC | 2,582 | $161.0K | 0.00% | −2,478−49.0% | Reduced |
| City State Bank | 2,650 | $166.0K | 0.10% | +2,650 | New |
| Commonwealth Equity Services, LLC | 3,252 | $203.0K | 0.00% | +3,252 | New |
| Verity & Verity, LLC | 3,299 | $206.0K | 0.03% | 00.0% | Unchanged |
| Virtu Financial LLC | 3,341 | $209.0K | 0.02% | +3,341 | New |
| Gsa Capital Partners LLP | 3,548 | $222.0K | 0.03% | −5,708−61.7% | Reduced |
| Steward Partners Investment Advisory, LLC | 3,563 | $223.0K | 0.00% | +180+5.3% | Added |
| C M Bidwell & Associates Ltd | 3,568 | $223.0K | 0.14% | +3,568 | New |
| Pictet Asset Management SA | 3,642 | $228.0K | 0.00% | −758−17.2% | Reduced |
| Hilton Capital Management, LLC | 3,644 | $228.0K | 0.02% | +167+4.8% | Added |
| M&T Bank Corp | 3,667 | $229.0K | 0.00% | +301+8.9% | Added |
| Magnetar Financial LLC | 3,787 | $237.0K | 0.00% | +3,787 | New |
| Cambridge Investment Research Advisors, Inc. | 3,825 | $239.0K | 0.00% | +3,825 | New |
| Graham Capital Management, L.P. | 3,848 | $240.0K | 0.01% | +3,848 | New |
| Victory Capital Management Inc | 3,927 | $245.0K | 0.00% | −124−3.1% | Reduced |
| State of Wyoming | 4,065 | $254.0K | 0.12% | +4,065 | New |
| Belpointe Asset Management LLC | 4,323 | $271.0K | 0.02% | +36+0.8% | Added |
| Capital Investment Advisory Services, LLC | 4,335 | $271.0K | 0.03% | +4,335 | New |
| Wilbanks Smith & Thomas Asset Management LLC | 4,420 | $276.0K | 0.01% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 4,498 | $281.0K | 0.00% | +6+0.1% | Added |
| Kolinsky Wealth Management, LLC | 4,493 | $281.0K | 0.26% | +4,493 | New |
| O'Rourke & Company, Inc | 4,563 | $285.0K | 0.19% | +4,563 | New |
| D.A. Davidson & Co. | 4,582 | $288.0K | 0.00% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 4,639 | $290.0K | 0.00% | +4,639 | New |
| Ameritas Investment Partners, Inc. | 4,797 | $300.0K | 0.01% | 00.0% | Unchanged |
| Campion Asset Management LLC | 4,940 | $309.0K | 0.26% | +515+11.6% | Added |
| Geneos Wealth Management Inc. | 5,050 | $315.0K | 0.01% | 00.0% | Unchanged |
| SFMG, LLC | 5,121 | $320.0K | 0.03% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 5,200 | $325.0K | 0.00% | −800−13.3% | Reduced |
| State of Tennessee, Treasury Department | 5,218 | $326.0K | 0.00% | +1,417+37.3% | Added |
| KB Financial Partners, LLC | 5,263 | $329.0K | 0.09% | +947+21.9% | Added |
| New York State Teachers Retirement System | 5,300 | $331.0K | 0.00% | +100+1.9% | Added |
| Rockefeller Capital Management L.P. | 5,296 | $331.0K | 0.00% | +102+2.0% | Added |
| Keebeck Alpha, LP | 5,306 | $332.0K | 0.12% | +5,306 | New |
| Kingsview Wealth Management, LLC | 5,350 | $334.0K | 0.01% | +5,350 | New |
| Fox Run Management, L.L.C. | 5,477 | $342.0K | 0.20% | +5,477 | New |
| Cetera Advisor Networks LLC | 5,538 | $346.0K | 0.00% | +1,508+37.4% | Added |
| O'Shaughnessy Asset Management, LLC | 5,535 | $346.0K | 0.01% | +1,999+56.5% | Added |
| SkyView Investment Advisors, LLC | 4,563 | $353.0K | 0.08% | −119−2.5% | Reduced |
| Bridgefront Capital, LLC | 5,665 | $354.0K | 0.34% | +5,665 | New |
| Great West Life Assurance Co | 5,936 | $370.0K | 0.00% | +733+14.1% | Added |
| MML Investors Services, LLC | 5,974 | $373.0K | 0.00% | +210+3.6% | Added |
| Riverview Capital Advisers, LLC | 5,980 | $373.8K | 0.17% | +5,980 | New |
| Levin Capital Strategies, L.P. | 6,000 | $375.0K | 0.04% | +6,000 | New |