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 |
|---|---|---|---|---|---|
| Alps Advisors Inc | 6,014 | $376.0K | 0.00% | +120+2.0% | Added |
| BTC Capital Management, Inc. | 6,127 | $385.0K | 0.04% | +6,127 | New |
| Origin Asset Management LLP | 6,359 | $397.0K | 0.09% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 6,437 | $402.0K | 0.00% | −546−7.8% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 6,513 | $407.0K | 0.00% | +6,513 | New |
| Prudential Financial Inc | 5,392 | $410.0K | 0.00% | −1,062−16.5% | Reduced |
| US Bancorp | 6,781 | $424.0K | 0.00% | −271−3.8% | Reduced |
| Baird Financial Group, Inc. | 6,809 | $426.0K | 0.00% | +152+2.3% | Added |
| Shell Asset Management Co | 6,918 | $432.0K | 0.01% | +6,918 | New |
| Curated Wealth Partners LLC | 7,199 | $450.0K | 0.15% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 7,231 | $452.0K | 0.00% | +1,415+24.3% | Added |
| Pitcairn Co | 7,528 | $471.0K | 0.03% | −81−1.1% | Reduced |
| Public Employees Retirement Association of Colorado | 7,648 | $478.0K | 0.00% | 00.0% | Unchanged |
| Quantum Private Wealth, LLC | 8,071 | $504.0K | 0.19% | +8,071 | New |
| Hancock Whitney Corp | 8,169 | $511.0K | 0.02% | −914−10.1% | Reduced |
| Putnam Investments LLC | 8,226 | $514.0K | 0.00% | +8,226 | New |
| IndexIQ Advisors LLC | 8,252 | $516.0K | 0.02% | −245−2.9% | Reduced |
| Captrust Financial Advisors | 8,469 | $529.0K | 0.00% | −275−3.1% | Reduced |
| Virginia Retirement Systems Et Al | 8,700 | $544.0K | 0.01% | −20,500−70.2% | Reduced |
| Susquehanna International Group, LLP | 8,716 | $545.0K | 0.00% | +1,774+25.6% | Added |
| Jane Street Group, LLC | 8,901 | $556.0K | 0.00% | +8,901 | New |
| Amalgamated Bank | 9,489 | $593.0K | 0.00% | −95−1.0% | Reduced |
| Naples Global Advisors, LLC | 9,555 | $597.0K | 0.07% | +105+1.1% | Added |
| HSBC Holdings PLC | 9,618 | $604.0K | 0.00% | −722−7.0% | Reduced |
| Fieldpoint Private Securities, LLC | 9,726 | $608.0K | 0.12% | +4,071+72.0% | Added |
| Verition Fund Management LLC | 9,743 | $609.0K | 0.01% | −29,022−74.9% | Reduced |
| Nisa Investment Advisors, LLC | 10,830 | $612.0K | 0.00% | −2,970−21.5% | Reduced |
| Smith Group Asset Management, LLC | 9,830 | $614.0K | 0.03% | −255−2.5% | Reduced |
| GWM Advisors LLC | 10,149 | $634.0K | 0.01% | −955−8.6% | Reduced |
| Diversified Trust Co | 10,839 | $678.0K | 0.02% | +10,839 | New |
| Peak Financial Advisors LLC | 10,859 | $679.0K | 0.52% | +563+5.5% | Added |
| PDT Partners, LLC | 11,232 | $702.0K | 0.05% | +4,499+66.8% | Added |
| Globeflex Capital L P | 11,332 | $708.0K | 0.14% | +8,668+325.4% | Added |
| Teacher Retirement System of Texas | 11,748 | $734.0K | 0.00% | +1,832+18.5% | Added |
| Advisor Group Holdings, Inc. | 11,771 | $734.0K | 0.00% | +2,787+31.0% | Added |
| Handelsbanken Fonder AB | 11,751 | $735.0K | 0.00% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 12,457 | $779.0K | 0.15% | −1,450−10.4% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 12,742 | $797.0K | 0.04% | −761−5.6% | Reduced |
| First Hawaiian Bank | 12,754 | $797.0K | 0.02% | +55+0.4% | Added |
| SG Americas Securities, LLC | 12,910 | $807.0K | 0.01% | −16,756−56.5% | Reduced |
| Paloma Partners Management Co | 13,091 | $818.0K | 0.03% | +9,801+297.9% | Added |
| State Board of Administration of Florida Retirement System | 13,343 | $834.0K | 0.00% | −449−3.3% | Reduced |
| ProShare Advisors LLC | 13,364 | $836.0K | 0.00% | +5,522+70.4% | Added |
| Campbell Newman Asset Management Inc | 13,639 | $853.0K | 0.08% | +380+2.9% | Added |
| Foresight Wealth Management, LLC | 13,846 | $865.0K | 0.33% | −88−0.6% | Reduced |
| Point72 Asset Management, L.P. | 13,900 | $869.0K | 0.00% | +11,300+434.6% | Added |
| D. E. Shaw & Co., Inc. | 14,050 | $878.0K | 0.00% | −75,925−84.4% | Reduced |
| Dynamic Technology Lab Private Ltd | 14,080 | $880.0K | 0.10% | +14,080 | New |
| Versor Investments LP | 14,100 | $881.0K | 0.03% | +3,780+36.6% | Added |
| Convergence Investment Partners, LLC | 14,365 | $898.0K | 0.46% | +14,365 | New |
| Sigma Planning Corp | 14,762 | $923.0K | 0.03% | +3,254+28.3% | Added |
| Harbor Advisors LLC | 14,800 | $925.0K | 0.17% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 15,277 | $955.0K | 0.01% | −697−4.4% | Reduced |
| Eaton Vance Management | 15,388 | $962.0K | 0.00% | 00.0% | Unchanged |
| Wakefield Asset Management LLLP | 15,551 | $972.0K | 0.34% | +113+0.7% | Added |
| Allstate Corp | 15,735 | $983.0K | 0.02% | −5,126−24.6% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 15,953 | $1.00M | 0.01% | +15,953 | New |
| Arizona State Retirement System | 16,420 | $1.03M | 0.01% | −285−1.7% | Reduced |
| Janus Henderson Group PLC | 16,629 | $1.04M | 0.00% | +10,766+183.6% | Added |
| Hillsdale Investment Management Inc. | 16,650 | $1.04M | 0.07% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 16,841 | $1.05M | 0.00% | −1,171−6.5% | Reduced |
| CenterBook Partners LP | 15,965 | $1.06M | 0.62% | +15,965 | New |
| Ascendant Capital Management, LLC | 18,000 | $1.13M | 0.89% | −13,000−41.9% | Reduced |
| Canada Pension Plan Investment Board | 18,000 | $1.13M | 0.00% | −3,000−14.3% | Reduced |
| Hudson Value Partners, LLC | 18,570 | $1.16M | 0.56% | −200−1.1% | Reduced |
| Jackson Creek Investment Advisors LLC | 19,262 | $1.20M | 0.43% | −1,344−6.5% | Reduced |
| Richard P Slaughter Associates Inc | 19,267 | $1.20M | 0.43% | −249−1.3% | Reduced |
| Russell Investments Group, Ltd. | 19,360 | $1.21M | 0.00% | +19,360 | New |
| Bramshill Investments, LLC | 19,494 | $1.22M | 0.12% | −60−0.3% | Reduced |
| First Eagle Investment Management, LLC | 19,708 | $1.23M | 0.00% | +17,000+627.8% | Added |
| NN Investment Partners Holdings N.V. | 20,000 | $1.25M | 0.01% | +20,000 | New |
| Verdence Capital Advisors LLC | 20,355 | $1.27M | 0.15% | +317+1.6% | Added |
| MetLife Investment Management | 20,580 | $1.29M | 0.01% | −1,257−5.8% | Reduced |
| Trexquant Investment LP | 20,646 | $1.29M | 0.08% | +16,667+418.9% | Added |
| Janney Montgomery Scott LLC | 20,766 | $1.30M | 0.01% | +7,058+51.5% | Added |
| BNP Paribas Arbitrage, SA | 20,994 | $1.31M | 0.00% | +3,681+21.3% | Added |
| Price T Rowe Associates Inc | 21,949 | $1.37M | 0.00% | −1,590−6.8% | Reduced |
| Caxton Associates LP | 22,593 | $1.41M | 0.18% | +18,511+453.5% | Added |
| Cornercap Investment Counsel Inc | 22,785 | $1.42M | 0.21% | −51−0.2% | Reduced |
| Federation des caisses Desjardins du Quebec | 22,915 | $1.43M | 0.01% | −1,309−5.4% | Reduced |
| Jacobs Levy Equity Management, Inc | 23,935 | $1.50M | 0.01% | +23,935 | New |
| Vestmark Advisory Solutions, Inc. | 24,845 | $1.55M | 0.09% | +907+3.8% | Added |
| NewEdge Wealth, LLC | 24,845 | $1.55M | 0.07% | +907+3.8% | Added |
| STRS Ohio | 24,900 | $1.56M | 0.01% | 00.0% | Unchanged |
| Brandywine Global Investment Management, LLC | 25,948 | $1.62M | 0.01% | +25,948 | New |
| Prana Capital Management, LP | 27,530 | $1.72M | 0.14% | −10,257−27.1% | Reduced |
| CWM, LLC | 27,668 | $1.73M | 0.01% | +27,668 | New |
| APG Asset Management N.V. | 31,862 | $1.75M | 0.00% | −9,700−23.3% | Reduced |
| Citizens Business Bank | 29,155 | $1.82M | 0.22% | 00.0% | Unchanged |
| DuPont Capital Management Corp | 29,435 | $1.84M | 0.07% | +21,650+278.1% | Added |
| HighTower Advisors, LLC | 29,718 | $1.86M | 0.00% | +2,727+10.1% | Added |
| HCR Wealth Advisors | 29,965 | $1.87M | 0.29% | 00.0% | Unchanged |
| Wesbanco Bank Inc | 30,132 | $1.88M | 0.07% | 00.0% | Unchanged |
| Voya Investment Management LLC | 30,340 | $1.90M | 0.00% | +7,476+32.7% | Added |
| Cornerstone Investment Partners, LLC | 30,964 | $1.94M | 0.11% | +927+3.1% | Added |
| Two Sigma Advisers, LP | 31,900 | $1.99M | 0.00% | +7,000+28.1% | Added |
| American International Group, Inc. | 32,514 | $2.03M | 0.01% | −972−2.9% | Reduced |
| LPL Financial LLC | 33,325 | $2.08M | 0.00% | +1,499+4.7% | Added |
| O'Shares Investment Advisers, LLC | 34,554 | $2.16M | 0.15% | +1,119+3.3% | Added |
| First National Bank of Omaha | 35,106 | $2.19M | 0.11% | +12,170+53.1% | Added |