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 |
|---|---|---|---|---|---|
| State Street Corp | 1,310,407 | $81.9M | 0.00% | +73,419+5.9% | Added |
| Westwood Holdings Group Inc. | 1,316,503 | $82.3M | 0.74% | +72,828+5.9% | Added |
| Artisan Partners Limited Partnership | 1,463,472 | $91.5M | 0.11% | −316,897−17.8% | Reduced |
| Federated Hermes, Inc. | 1,687,298 | $105.5M | 0.20% | −139,829−7.7% | Reduced |
| JPMorgan Chase & Co | 1,927,229 | $120.5M | 0.01% | −215,430−10.1% | Reduced |
| Timucuan Asset Management Inc | 2,045,098 | $127.8M | 4.69% | +3,472+0.2% | Added |
| Alliancebernstein L.P. | 2,539,942 | $158.8M | 0.06% | +441,909+21.1% | Added |
| London Co of Virginia | 3,420,216 | $213.8M | 1.08% | −167,041−4.7% | Reduced |
| BlackRock Inc. | 4,580,783 | $286.3M | 0.01% | +18,964+0.4% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 5,560,101 | $347.6M | 0.80% | −192,452−3.3% | Reduced |
| Vanguard Group Inc | 6,419,483 | $401.3M | 0.01% | +413,347+6.9% | Added |
| Sofos Investments, Inc. | 126 | – | – | +125+12,500.0% | Added |
| Edge Capital Group, LLC | 1,268 | – | – | +1,268 | New |
| HRT Financial LP | 0 | $0 | 0.00% | −27,949−100.0% | Sold out |
| M&G Investment Management Ltd | 0 | $0 | 0.00% | −26,986−100.0% | Sold out |
| Shay Capital LLC | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| Essex Investment Management Co LLC | 0 | $0 | 0.00% | −13,510−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −11,782−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −11,548−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −11,222−100.0% | Sold out |
| Maverick Capital LtdSuperinvestorMaverick Capital | 0 | $0 | 0.00% | −11,014−100.0% | Sold out |
| Skandinaviska Enskilda Banken AB (publ) | 0 | $0 | 0.00% | −7,200−100.0% | Sold out |
| Boston Private Wealth LLC | 0 | $0 | 0.00% | −6,775−100.0% | Sold out |
| Snowden Capital Advisors LLC | 0 | $0 | 0.00% | −5,643−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −5,582−100.0% | Sold out |
| WBI Investments | 0 | $0 | 0.00% | −5,485−100.0% | Sold out |
| Capula Management Ltd | 0 | $0 | 0.00% | −5,344−100.0% | Sold out |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −4,538−100.0% | Sold out |
| Sawgrass Asset Management LLC | 0 | $0 | 0.00% | −3,770−100.0% | Sold out |
| Northwest Bancshares, Inc. | 0 | $0 | 0.00% | −3,748−100.0% | Sold out |
| Raymond James Trust N.A. | 0 | $0 | 0.00% | −3,724−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −3,622−100.0% | Sold out |
| Neo Ivy Capital Management | 0 | $0 | 0.00% | −4,399−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −1,902−100.0% | Sold out |
| HM Payson & Co | 0 | $0 | 0.00% | −1,089−100.0% | Sold out |
| Clearstead Advisors, LLC | 0 | $0 | 0.00% | −456−100.0% | Sold out |
| Liberty Wealth Management LLC | 0 | $0 | 0.00% | −422−100.0% | Sold out |
| Better Money Decisions, LLC | 0 | $0 | 0.00% | −207−100.0% | Sold out |
| Cahill Financial Advisors Inc | 0 | $0 | 0.00% | −135−100.0% | Sold out |
| Creative Financial Designs Inc | 0 | $0 | 0.00% | −95−100.0% | Sold out |
| Allworth Financial LP | 0 | $0 | 0.00% | −82−100.0% | Sold out |
| RPG Investment Advisory, LLC | 0 | $0 | 0.00% | −70−100.0% | Sold out |
| Kowal Investment Group, LLC | 0 | $0 | 0.00% | −70−100.0% | Sold out |
| Harbour Investments, Inc. | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Gerber Kawasaki Wealth & Investment Management | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Solstein Capital, LLC | 0 | $0 | 0.00% | −680−100.0% | Sold out |
| B. Metzler seel. Sohn & Co. Holding AG | – | – | – | – | Not filed |
| Psagot Investment House Ltd. | – | – | – | – | Not filed |
| First Mercantile Trust Co | – | – | – | – | Not filed |
| Heritage Wealth Management, LLC | – | – | – | – | Not filed |
| Berman Capital Advisors, LLC | – | – | – | – | Not filed |