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 |
|---|---|---|---|---|---|
| Salvus Wealth Management, LLC | 45,861 | $2.87M | 2.10% | −95−0.2% | Reduced |
| Engineers Gate Manager LP | 45,432 | $2.84M | 0.13% | +45,432 | New |
| Zacks Investment Management | 45,095 | $2.82M | 0.04% | −8,848−16.4% | Reduced |
| State of New Jersey Common Pension Fund D | 41,745 | $2.61M | 0.01% | −2,766−6.2% | Reduced |
| Tudor Investment Corp Et Al | 41,584 | $2.60M | 0.05% | +41,584 | New |
| AlphaCrest Capital Management LLC | 40,908 | $2.56M | 0.09% | +12,082+41.9% | Added |
| Castellan Group, LLC | 39,775 | $2.49M | 1.72% | +39,775 | New |
| Qube Research & Technologies Ltd | 39,461 | $2.47M | 0.02% | +26,802+211.7% | Added |
| Asset Management One Co.,Ltd. | 38,603 | $2.45M | 0.01% | +38,603 | New |
| Aviva PLC | 38,994 | $2.44M | 0.01% | +11,757+43.2% | Added |
| Martingale Asset Management L P | 35,334 | $2.21M | 0.03% | +385+1.1% | Added |
| First National Bank of Omaha | 35,106 | $2.19M | 0.11% | +12,170+53.1% | Added |
| O'Shares Investment Advisers, LLC | 34,554 | $2.16M | 0.15% | +1,119+3.3% | Added |
| LPL Financial LLC | 33,325 | $2.08M | 0.00% | +1,499+4.7% | Added |
| American International Group, Inc. | 32,514 | $2.03M | 0.01% | −972−2.9% | Reduced |
| Two Sigma Advisers, LP | 31,900 | $1.99M | 0.00% | +7,000+28.1% | Added |
| Cornerstone Investment Partners, LLC | 30,964 | $1.94M | 0.11% | +927+3.1% | Added |
| Voya Investment Management LLC | 30,340 | $1.90M | 0.00% | +7,476+32.7% | Added |
| Wesbanco Bank Inc | 30,132 | $1.88M | 0.07% | 00.0% | Unchanged |
| HCR Wealth Advisors | 29,965 | $1.87M | 0.29% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 29,718 | $1.86M | 0.00% | +2,727+10.1% | Added |
| DuPont Capital Management Corp | 29,435 | $1.84M | 0.07% | +21,650+278.1% | Added |
| Citizens Business Bank | 29,155 | $1.82M | 0.22% | 00.0% | Unchanged |
| APG Asset Management N.V. | 31,862 | $1.75M | 0.00% | −9,700−23.3% | Reduced |
| CWM, LLC | 27,668 | $1.73M | 0.01% | +27,668 | New |
| Prana Capital Management, LP | 27,530 | $1.72M | 0.14% | −10,257−27.1% | Reduced |
| Brandywine Global Investment Management, LLC | 25,948 | $1.62M | 0.01% | +25,948 | New |
| STRS Ohio | 24,900 | $1.56M | 0.01% | 00.0% | Unchanged |
| 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 |
| Jacobs Levy Equity Management, Inc | 23,935 | $1.50M | 0.01% | +23,935 | New |
| Federation des caisses Desjardins du Quebec | 22,915 | $1.43M | 0.01% | −1,309−5.4% | Reduced |
| Cornercap Investment Counsel Inc | 22,785 | $1.42M | 0.21% | −51−0.2% | Reduced |
| Caxton Associates LP | 22,593 | $1.41M | 0.18% | +18,511+453.5% | Added |
| Price T Rowe Associates Inc | 21,949 | $1.37M | 0.00% | −1,590−6.8% | Reduced |
| BNP Paribas Arbitrage, SA | 20,994 | $1.31M | 0.00% | +3,681+21.3% | Added |
| Janney Montgomery Scott LLC | 20,766 | $1.30M | 0.01% | +7,058+51.5% | Added |
| Trexquant Investment LP | 20,646 | $1.29M | 0.08% | +16,667+418.9% | Added |
| MetLife Investment Management | 20,580 | $1.29M | 0.01% | −1,257−5.8% | Reduced |
| Verdence Capital Advisors LLC | 20,355 | $1.27M | 0.15% | +317+1.6% | Added |
| NN Investment Partners Holdings N.V. | 20,000 | $1.25M | 0.01% | +20,000 | New |
| First Eagle Investment Management, LLC | 19,708 | $1.23M | 0.00% | +17,000+627.8% | Added |
| Bramshill Investments, LLC | 19,494 | $1.22M | 0.12% | −60−0.3% | Reduced |
| Russell Investments Group, Ltd. | 19,360 | $1.21M | 0.00% | +19,360 | New |
| 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 |
| Hudson Value Partners, LLC | 18,570 | $1.16M | 0.56% | −200−1.1% | Reduced |
| 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 |
| CenterBook Partners LP | 15,965 | $1.06M | 0.62% | +15,965 | New |
| The PNC Financial Services Group, Inc. | 16,841 | $1.05M | 0.00% | −1,171−6.5% | Reduced |
| Hillsdale Investment Management Inc. | 16,650 | $1.04M | 0.07% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 16,629 | $1.04M | 0.00% | +10,766+183.6% | Added |
| Arizona State Retirement System | 16,420 | $1.03M | 0.01% | −285−1.7% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 15,953 | $1.00M | 0.01% | +15,953 | New |
| Allstate Corp | 15,735 | $983.0K | 0.02% | −5,126−24.6% | Reduced |
| Wakefield Asset Management LLLP | 15,551 | $972.0K | 0.34% | +113+0.7% | Added |
| Eaton Vance Management | 15,388 | $962.0K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 15,277 | $955.0K | 0.01% | −697−4.4% | Reduced |
| Harbor Advisors LLC | 14,800 | $925.0K | 0.17% | 00.0% | Unchanged |
| Sigma Planning Corp | 14,762 | $923.0K | 0.03% | +3,254+28.3% | Added |
| Convergence Investment Partners, LLC | 14,365 | $898.0K | 0.46% | +14,365 | New |
| Versor Investments LP | 14,100 | $881.0K | 0.03% | +3,780+36.6% | Added |
| Dynamic Technology Lab Private Ltd | 14,080 | $880.0K | 0.10% | +14,080 | New |
| D. E. Shaw & Co., Inc. | 14,050 | $878.0K | 0.00% | −75,925−84.4% | Reduced |
| Point72 Asset Management, L.P. | 13,900 | $869.0K | 0.00% | +11,300+434.6% | Added |
| Foresight Wealth Management, LLC | 13,846 | $865.0K | 0.33% | −88−0.6% | Reduced |
| Campbell Newman Asset Management Inc | 13,639 | $853.0K | 0.08% | +380+2.9% | Added |
| ProShare Advisors LLC | 13,364 | $836.0K | 0.00% | +5,522+70.4% | Added |
| State Board of Administration of Florida Retirement System | 13,343 | $834.0K | 0.00% | −449−3.3% | Reduced |
| Paloma Partners Management Co | 13,091 | $818.0K | 0.03% | +9,801+297.9% | Added |
| SG Americas Securities, LLC | 12,910 | $807.0K | 0.01% | −16,756−56.5% | 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 |
| Psagot Value Holdings Ltd. / (Israel) | 12,457 | $779.0K | 0.15% | −1,450−10.4% | Reduced |
| Handelsbanken Fonder AB | 11,751 | $735.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| Globeflex Capital L P | 11,332 | $708.0K | 0.14% | +8,668+325.4% | Added |
| PDT Partners, LLC | 11,232 | $702.0K | 0.05% | +4,499+66.8% | Added |
| Peak Financial Advisors LLC | 10,859 | $679.0K | 0.52% | +563+5.5% | Added |
| Diversified Trust Co | 10,839 | $678.0K | 0.02% | +10,839 | New |
| GWM Advisors LLC | 10,149 | $634.0K | 0.01% | −955−8.6% | Reduced |
| Smith Group Asset Management, LLC | 9,830 | $614.0K | 0.03% | −255−2.5% | Reduced |
| Nisa Investment Advisors, LLC | 10,830 | $612.0K | 0.00% | −2,970−21.5% | Reduced |
| Verition Fund Management LLC | 9,743 | $609.0K | 0.01% | −29,022−74.9% | Reduced |
| Fieldpoint Private Securities, LLC | 9,726 | $608.0K | 0.12% | +4,071+72.0% | Added |
| HSBC Holdings PLC | 9,618 | $604.0K | 0.00% | −722−7.0% | Reduced |
| Naples Global Advisors, LLC | 9,555 | $597.0K | 0.07% | +105+1.1% | Added |
| Amalgamated Bank | 9,489 | $593.0K | 0.00% | −95−1.0% | Reduced |
| Jane Street Group, LLC | 8,901 | $556.0K | 0.00% | +8,901 | New |
| Susquehanna International Group, LLP | 8,716 | $545.0K | 0.00% | +1,774+25.6% | Added |
| Virginia Retirement Systems Et Al | 8,700 | $544.0K | 0.01% | −20,500−70.2% | Reduced |
| Captrust Financial Advisors | 8,469 | $529.0K | 0.00% | −275−3.1% | Reduced |
| IndexIQ Advisors LLC | 8,252 | $516.0K | 0.02% | −245−2.9% | Reduced |
| Putnam Investments LLC | 8,226 | $514.0K | 0.00% | +8,226 | New |
| Hancock Whitney Corp | 8,169 | $511.0K | 0.02% | −914−10.1% | Reduced |
| Quantum Private Wealth, LLC | 8,071 | $504.0K | 0.19% | +8,071 | New |
| Public Employees Retirement Association of Colorado | 7,648 | $478.0K | 0.00% | 00.0% | Unchanged |
| Pitcairn Co | 7,528 | $471.0K | 0.03% | −81−1.1% | Reduced |