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 |
|---|---|---|---|---|---|
| Martingale Asset Management L P | 35,334 | $2.21M | 0.03% | +385+1.1% | Added |
| Aviva PLC | 38,994 | $2.44M | 0.01% | +11,757+43.2% | Added |
| Asset Management One Co.,Ltd. | 38,603 | $2.45M | 0.01% | +38,603 | New |
| Qube Research & Technologies Ltd | 39,461 | $2.47M | 0.02% | +26,802+211.7% | Added |
| Castellan Group, LLC | 39,775 | $2.49M | 1.72% | +39,775 | New |
| AlphaCrest Capital Management LLC | 40,908 | $2.56M | 0.09% | +12,082+41.9% | Added |
| Tudor Investment Corp Et Al | 41,584 | $2.60M | 0.05% | +41,584 | New |
| State of New Jersey Common Pension Fund D | 41,745 | $2.61M | 0.01% | −2,766−6.2% | Reduced |
| Zacks Investment Management | 45,095 | $2.82M | 0.04% | −8,848−16.4% | Reduced |
| Engineers Gate Manager LP | 45,432 | $2.84M | 0.13% | +45,432 | New |
| Salvus Wealth Management, LLC | 45,861 | $2.87M | 2.10% | −95−0.2% | Reduced |
| Mondrian Investment Partners LTD | 46,621 | $2.91M | 0.06% | −7,309−13.6% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 49,279 | $3.08M | 0.01% | −862−1.7% | Reduced |
| Meritage Portfolio Management | 49,772 | $3.11M | 0.18% | −1,071−2.1% | Reduced |
| Park Circle Co | 50,176 | $3.14M | 2.55% | +7,000+16.2% | Added |
| Citigroup Inc | 50,900 | $3.18M | 0.00% | +32,249+172.9% | Added |
| Voloridge Investment Management, LLC | 53,556 | $3.35M | 0.02% | +53,556 | New |
| Credit Suisse AG | 53,661 | $3.35M | 0.00% | +3,165+6.3% | Added |
| Legal & General Group Plc | 55,355 | $3.46M | 0.00% | +773+1.4% | Added |
| Los Angeles Capital Management LLC | 55,392 | $3.46M | 0.01% | +21,947+65.6% | Added |
| Eagle Rock Investment Company, LLC | 55,437 | $3.46M | 0.66% | +55,437 | New |
| Vestcor Inc | 61,543 | $3.85M | 0.14% | −1,604−2.5% | Reduced |
| Brinker Capital Investments, LLC | 62,053 | $3.88M | 0.06% | −2,527−3.9% | Reduced |
| AQR Capital Management LLC | 63,662 | $3.98M | 0.01% | +12,057+23.4% | Added |
| Public Employees Retirement System of Ohio | 64,646 | $4.04M | 0.01% | −5,057−7.3% | Reduced |
| Natixis Advisors, L.P. | 67,488 | $4.22M | 0.02% | −27,828−29.2% | Reduced |
| Mutual of America Capital Management LLC | 68,101 | $4.26M | 0.04% | −13,790−16.8% | Reduced |
| Advisory Research Inc | 70,442 | $4.40M | 0.35% | +70,442 | New |
| Rhumbline Advisers | 70,576 | $4.41M | 0.01% | −1,300−1.8% | Reduced |
| New York State Common Retirement Fund | 74,103 | $4.63M | 0.00% | −90.0% | Reduced |
| ExodusPoint Capital Management, LP | 74,447 | $4.65M | 0.06% | +65,705+751.6% | Added |
| UBS Asset Management Americas Inc | 75,843 | $4.74M | 0.00% | −1,066−1.4% | Reduced |
| Advisors Asset Management, Inc. | 78,436 | $4.90M | 0.07% | +20,987+36.5% | Added |
| Envestnet Asset Management Inc | 79,257 | $4.95M | 0.00% | +9,480+13.6% | Added |
| Neuberger Berman Group LLC | 80,318 | $4.99M | 0.00% | +1,691+2.2% | Added |
| California State Teachers Retirement System | 84,816 | $5.30M | 0.01% | +1,578+1.9% | Added |
| Regions Financial Corp | 85,420 | $5.34M | 0.04% | +4,141+5.1% | Added |
| Assenagon Asset Management S.A. | 86,302 | $5.39M | 0.02% | −56,413−39.5% | Reduced |
| SEI Investments Co | 89,319 | $5.57M | 0.01% | +1,356+1.5% | Added |
| ClariVest Asset Management LLC | 90,611 | $5.66M | 0.17% | −5,061−5.3% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 93,243 | $5.83M | 0.03% | +36,466+64.2% | Added |
| Barclays PLC | 95,222 | $5.95M | 0.00% | +31,940+50.5% | Added |
| Man Group plc | 101,997 | $6.38M | 0.02% | +15,817+18.4% | Added |
| Pier Capital, LLC | 105,975 | $6.62M | 0.70% | −81,006−43.3% | Reduced |
| Balyasny Asset Management LLC | 108,776 | $6.80M | 0.03% | −25,210−18.8% | Reduced |
| Cubist Systematic Strategies, LLC | 111,295 | $6.96M | 0.07% | +80,076+256.5% | Added |
| Allianz Asset Management GmbH | 115,461 | $7.22M | 0.01% | +49,471+75.0% | Added |
| Schroder Investment Management Group | 116,987 | $7.31M | 0.01% | +10,519+9.9% | Added |
| Royal Bank of Canada | 118,883 | $7.43M | 0.00% | −20,074−14.4% | Reduced |
| First Trust Advisors LP | 119,199 | $7.45M | 0.01% | +22,836+23.7% | Added |
| Stifel Financial Corp | 120,106 | $7.51M | 0.01% | −6,126−4.9% | Reduced |
| Citadel Advisors LLC | 121,398 | $7.59M | 0.01% | −33,442−21.6% | Reduced |
| Allspring Global Investments Holdings, LLC | 122,201 | $7.64M | 0.01% | +122,201 | New |
| Swiss National Bank | 134,300 | $8.39M | 0.01% | −1,200−0.9% | Reduced |
| Wellington Management Group LLP | 144,510 | $9.03M | 0.00% | −43,088−23.0% | Reduced |
| Arrowstreet Capital, Limited Partnership | 146,727 | $9.17M | 0.01% | +119,427+437.5% | Added |
| Renaissance Technologies LLC | 153,444 | $9.59M | 0.01% | −17,900−10.4% | Reduced |
| First Republic Investment Management, Inc. | 156,461 | $9.78M | 0.02% | −35,786−18.6% | Reduced |
| FMR LLC | 168,143 | $10.5M | 0.00% | +27,112+19.2% | Added |
| American Century Companies Inc | 170,295 | $10.6M | 0.01% | +129,986+322.5% | Added |
| UBS Group AG | 172,593 | $10.8M | 0.00% | +35,293+25.7% | Added |
| Winslow Asset Management Inc | 173,357 | $10.8M | 1.91% | −846−0.5% | Reduced |
| Invesco Ltd. | 186,029 | $11.6M | 0.00% | +882+0.5% | Added |
| Acadian Asset Management LLC | 197,325 | $12.3M | 0.05% | +129,506+191.0% | Added |
| Robeco Institutional Asset Management B.V. | 216,325 | $13.5M | 0.03% | −13,110−5.7% | Reduced |
| Adirondack Retirement Specialists, Inc. | 224,055 | $14.0M | 12.21% | −19,655−8.1% | Reduced |
| Schonfeld Strategic Advisors LLC | 225,800 | $14.1M | 0.14% | +111,600+97.7% | Added |
| Deutsche Bank AG | 226,816 | $14.2M | 0.01% | +21,537+10.5% | Added |
| Gillson Capital LP | 236,082 | $14.8M | 0.96% | +132,185+127.2% | Added |
| Panagora Asset Management Inc | 238,840 | $14.9M | 0.08% | +83,088+53.3% | Added |
| Principal Financial Group Inc | 243,884 | $15.2M | 0.01% | +96,811+65.8% | Added |
| Jennison Associates LLC | 256,609 | $16.0M | 0.01% | −8,226−3.1% | Reduced |
| Raymond James & Associates | 285,965 | $17.9M | 0.01% | −1,208−0.4% | Reduced |
| Capital Management Corp | 296,539 | $18.5M | 3.85% | +25,104+9.2% | Added |
| Parametric Portfolio Associates LLC | 304,177 | $19.0M | 0.01% | +14,818+5.1% | Added |
| Nuveen Asset Management, LLC | 313,059 | $19.0M | 0.01% | +7,226+2.4% | Added |
| Tributary Capital Management, LLC | 310,901 | $19.4M | 1.47% | −13,307−4.1% | Reduced |
| Manufacturers Life Insurance Company, The | 315,675 | $19.7M | 0.01% | +17,153+5.7% | Added |
| Morgan Stanley | 404,796 | $25.3M | 0.00% | +183,192+82.7% | Added |
| Vaughan Nelson Investment Management, L.P. | 405,877 | $25.4M | 0.26% | −432,065−51.6% | Reduced |
| Madison Asset Management, LLC | 422,503 | $26.4M | 0.35% | −186,014−30.6% | Reduced |
| Millennium Management LLC | 490,047 | $30.6M | 0.03% | +378,075+337.7% | Added |
| Royce & Associates LP | 519,260 | $32.5M | 0.24% | −187,574−26.5% | Reduced |
| Bank of New York Mellon Corp | 539,107 | $33.7M | 0.01% | +87,594+19.4% | Added |
| Bank of America Corp | 561,306 | $35.1M | 0.00% | +29,750+5.6% | Added |
| Charles Schwab Investment Management Inc | 577,146 | $36.1M | 0.01% | +50,959+9.7% | Added |
| Norges Bank | 598,154 | $37.4M | 0.01% | +45,057+8.1% | Added |
| Heard Capital LLC | 598,938 | $37.4M | 5.86% | +128,768+27.4% | Added |
| Ameriprise Financial Inc | 600,739 | $37.5M | 0.01% | +6,917+1.2% | Added |
| Goldman Sachs Group Inc | 603,031 | $37.7M | 0.01% | +304,114+101.7% | Added |
| Northern Trust Corp | 626,598 | $39.2M | 0.01% | −2,859−0.5% | Reduced |
| Lord, Abbett & Co. LLC | 680,919 | $42.6M | 0.10% | +9,286+1.4% | Added |
| Capital World Investors | 719,000 | $44.9M | 0.01% | 00.0% | Unchanged |
| Emerald Advisers, LLC | 767,336 | $48.0M | 1.77% | −20,571−2.6% | Reduced |
| Emerald Mutual Fund Advisers Trust | 768,726 | $48.1M | 1.69% | +13,074+1.7% | Added |
| Bamco Inc | 792,935 | $49.6M | 0.11% | −88,394−10.0% | Reduced |
| Wells Fargo & Company | 817,494 | $51.1M | 0.01% | −27,751−3.3% | Reduced |
| Wasatch Advisors Inc | 917,805 | $57.4M | 0.23% | −99,122−9.7% | Reduced |
| Dimensional Fund Advisors LP | 953,514 | $59.6M | 0.02% | +7,794+0.8% | Added |
| Geode Capital Management, LLC | 1,046,142 | $65.4M | 0.01% | +45,889+4.6% | Added |