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 |
|---|---|---|---|---|---|
| Zurcher Kantonalbank (Zurich Cantonalbank) | 7,231 | $452.0K | 0.00% | +1,415+24.3% | Added |
| Curated Wealth Partners LLC | 7,199 | $450.0K | 0.15% | 00.0% | Unchanged |
| Shell Asset Management Co | 6,918 | $432.0K | 0.01% | +6,918 | New |
| Baird Financial Group, Inc. | 6,809 | $426.0K | 0.00% | +152+2.3% | Added |
| US Bancorp | 6,781 | $424.0K | 0.00% | −271−3.8% | Reduced |
| Prudential Financial Inc | 5,392 | $410.0K | 0.00% | −1,062−16.5% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 6,513 | $407.0K | 0.00% | +6,513 | New |
| Mackenzie Financial Corp | 6,437 | $402.0K | 0.00% | −546−7.8% | Reduced |
| Origin Asset Management LLP | 6,359 | $397.0K | 0.09% | 00.0% | Unchanged |
| BTC Capital Management, Inc. | 6,127 | $385.0K | 0.04% | +6,127 | New |
| Alps Advisors Inc | 6,014 | $376.0K | 0.00% | +120+2.0% | Added |
| Levin Capital Strategies, L.P. | 6,000 | $375.0K | 0.04% | +6,000 | New |
| Riverview Capital Advisers, LLC | 5,980 | $373.8K | 0.17% | +5,980 | New |
| MML Investors Services, LLC | 5,974 | $373.0K | 0.00% | +210+3.6% | Added |
| Great West Life Assurance Co | 5,936 | $370.0K | 0.00% | +733+14.1% | Added |
| Bridgefront Capital, LLC | 5,665 | $354.0K | 0.34% | +5,665 | New |
| SkyView Investment Advisors, LLC | 4,563 | $353.0K | 0.08% | −119−2.5% | Reduced |
| 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 |
| Fox Run Management, L.L.C. | 5,477 | $342.0K | 0.20% | +5,477 | New |
| Kingsview Wealth Management, LLC | 5,350 | $334.0K | 0.01% | +5,350 | New |
| Keebeck Alpha, LP | 5,306 | $332.0K | 0.12% | +5,306 | New |
| 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 |
| KB Financial Partners, LLC | 5,263 | $329.0K | 0.09% | +947+21.9% | Added |
| State of Tennessee, Treasury Department | 5,218 | $326.0K | 0.00% | +1,417+37.3% | Added |
| State of Wisconsin Investment Board | 5,200 | $325.0K | 0.00% | −800−13.3% | Reduced |
| SFMG, LLC | 5,121 | $320.0K | 0.03% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 5,050 | $315.0K | 0.01% | 00.0% | Unchanged |
| Campion Asset Management LLC | 4,940 | $309.0K | 0.26% | +515+11.6% | Added |
| Ameritas Investment Partners, Inc. | 4,797 | $300.0K | 0.01% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 4,639 | $290.0K | 0.00% | +4,639 | New |
| D.A. Davidson & Co. | 4,582 | $288.0K | 0.00% | 00.0% | Unchanged |
| O'Rourke & Company, Inc | 4,563 | $285.0K | 0.19% | +4,563 | New |
| 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 |
| Wilbanks Smith & Thomas Asset Management LLC | 4,420 | $276.0K | 0.01% | 00.0% | Unchanged |
| 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 |
| State of Wyoming | 4,065 | $254.0K | 0.12% | +4,065 | New |
| Victory Capital Management Inc | 3,927 | $245.0K | 0.00% | −124−3.1% | Reduced |
| Graham Capital Management, L.P. | 3,848 | $240.0K | 0.01% | +3,848 | New |
| Cambridge Investment Research Advisors, Inc. | 3,825 | $239.0K | 0.00% | +3,825 | New |
| Magnetar Financial LLC | 3,787 | $237.0K | 0.00% | +3,787 | New |
| M&T Bank Corp | 3,667 | $229.0K | 0.00% | +301+8.9% | Added |
| 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 |
| 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 |
| Gsa Capital Partners LLP | 3,548 | $222.0K | 0.03% | −5,708−61.7% | Reduced |
| Virtu Financial LLC | 3,341 | $209.0K | 0.02% | +3,341 | New |
| Verity & Verity, LLC | 3,299 | $206.0K | 0.03% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 3,252 | $203.0K | 0.00% | +3,252 | New |
| City State Bank | 2,650 | $166.0K | 0.10% | +2,650 | New |
| PEAK6 Investments LLC | 2,582 | $161.0K | 0.00% | −2,478−49.0% | Reduced |
| Castleview Partners, LLC | 9,063 | $145.0K | 0.00% | +9,063 | New |
| Simon Quick Advisors, LLC | 2,253 | $141.0K | 0.04% | −1,101−32.8% | Reduced |
| Evoke Wealth, LLC | 1,650 | $103.0K | 0.00% | 00.0% | Unchanged |
| Van Eck Associates Corp | 1,459 | $91.0K | 0.00% | +1,459 | New |
| Umb Bank N A | 1,441 | $90.0K | 0.00% | +1,441 | New |
| Quantbot Technologies LP | 1,438 | $89.0K | 0.01% | +1,438 | New |
| Lazard Asset Management LLC | 1,257 | $78.0K | 0.00% | +1,257 | New |
| Dark Forest Capital Management LP | 1,229 | $77.0K | 0.03% | +1,229 | New |
| American Portfolios Advisors | 1,189 | $74.3K | 0.00% | −7−0.6% | Reduced |
| Lenox Wealth Advisors, LLC | 1,149 | $72.0K | 0.01% | +1,149 | New |
| Harvest Fund Management Co., Ltd | 1,126 | $70.0K | 0.01% | +842+296.5% | Added |
| First Horizon Advisors, Inc. | 1,024 | $63.0K | 0.00% | +101+10.9% | Added |
| Macquarie Group Ltd | 981 | $61.0K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 891 | $56.0K | 0.00% | +300+50.8% | Added |
| Wolff Wiese Magana LLC | 809 | $51.0K | 0.03% | −68−7.8% | Reduced |
| FourThought Financial, LLC | 730 | $46.0K | 0.01% | −125−14.6% | Reduced |
| MUFG Americas Holdings Corp | 691 | $43.0K | 0.00% | +423+157.8% | Added |
| Tower Research Capital LLC (TRC) | 652 | $41.0K | 0.00% | −5,809−89.9% | Reduced |
| Simplex Trading, LLC | 631 | $39.0K | 0.00% | −3,920−86.1% | Reduced |
| First Quadrant L P | 606 | $38.0K | 0.00% | +606 | New |
| Eagle Bay Advisors LLC | 579 | $36.0K | 0.02% | −579−50.0% | Reduced |
| Kings Point Capital Management | 548 | $34.0K | 0.00% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 530 | $33.0K | 0.00% | −217−29.0% | Reduced |
| Covestor Ltd | 466 | $29.0K | 0.04% | +466 | New |
| Counterpoint Mutual Funds LLC | 418 | $26.0K | 0.02% | +418 | New |
| Reilly Financial Advisors, LLC | 325 | $20.0K | 0.00% | 00.0% | Unchanged |
| Confluence Wealth Services, Inc. | 320 | $20.0K | 0.01% | +320 | New |
| Jones Financial Companies LLLP | 309 | $19.0K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 276 | $17.0K | 0.00% | +276 | New |
| Brewin Dolphin Ltd | 255 | $16.0K | 0.00% | −10,000−97.5% | Reduced |
| TCI Wealth Advisors, Inc. | 218 | $14.0K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 200 | $13.0K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 176 | $11.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 168 | $11.0K | 0.00% | +11+7.0% | Added |
| Howe & Rusling Inc | 158 | $10.0K | 0.00% | +77+95.1% | Added |
| IFP Advisors, Inc | 145 | $9.00K | 0.00% | −96−39.8% | Reduced |
| 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 |
| Bell Investment Advisors, Inc | 113 | $7.00K | 0.00% | +70+162.8% | Added |
| Proequities, Inc. | 100 | $6.00K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 58 | $4.00K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 56 | $4.00K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 53 | $3.30K | 0.00% | +53 | New |