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, Q1 2022
Institutional positions in Moelis & Co as of Mar 31, 2022. 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
- 281
- −28 vs. Q4 2021
- Shares held
- 58.9M
- +993.1K (+1.7%) vs. Q4 2021
- Total value
- $2.78B
- −$842.5M (−23.3%) vs. Q4 2021
- New holders
- 29
- 123 more added
- Sold out
- 57
- 95 more reduced
4 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding Moelis & Co; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 6,645,142 | $312.0M | 0.01% | +225,659+3.5% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 5,378,177 | $252.5M | 0.67% | −181,924−3.3% | Reduced |
| BlackRock Inc. | 4,792,004 | $225.0M | 0.01% | +211,221+4.6% | Added |
| London Co of Virginia | 3,394,703 | $159.4M | 0.84% | −25,513−0.7% | Reduced |
| Alliancebernstein L.P. | 2,997,378 | $140.7M | 0.05% | +457,436+18.0% | Added |
| JPMorgan Chase & Co | 2,354,901 | $110.6M | 0.01% | +427,672+22.2% | Added |
| Timucuan Asset Management Inc | 2,297,731 | $107.9M | 4.19% | +252,633+12.4% | Added |
| Westwood Holdings Group Inc. | 1,627,474 | $76.4M | 0.71% | +310,971+23.6% | Added |
| Federated Hermes, Inc. | 1,523,864 | $71.5M | 0.16% | −163,434−9.7% | Reduced |
| Artisan Partners Limited Partnership | 1,497,270 | $70.3M | 0.09% | +33,798+2.3% | Added |
| Heard Capital LLC | 1,388,860 | $65.2M | 5.97% | +789,922+131.9% | Added |
| State Street Corp | 1,303,859 | $61.2M | 0.00% | −6,548−0.5% | Reduced |
| Geode Capital Management, LLC | 1,086,826 | $51.0M | 0.01% | +40,684+3.9% | Added |
| Wasatch Advisors Inc | 1,025,398 | $48.1M | 0.24% | +107,593+11.7% | Added |
| Dimensional Fund Advisors LP | 968,520 | $45.5M | 0.01% | +15,006+1.6% | Added |
| Wells Fargo & Company | 938,616 | $44.1M | 0.01% | +121,122+14.8% | Added |
| Emerald Advisers, LLC | 836,015 | $39.3M | 1.50% | +68,679+9.0% | Added |
| Bamco Inc | 786,851 | $36.9M | 0.09% | −6,084−0.8% | Reduced |
| Ameriprise Financial Inc | 720,527 | $33.8M | 0.01% | +119,788+19.9% | Added |
| Capital World Investors | 719,000 | $33.8M | 0.01% | 00.0% | Unchanged |
| Emerald Mutual Fund Advisers Trust | 692,326 | $32.5M | 1.44% | −76,400−9.9% | Reduced |
| Lord, Abbett & Co. LLC | 625,527 | $29.4M | 0.08% | −55,392−8.1% | Reduced |
| Northern Trust Corp | 605,435 | $28.4M | 0.01% | −21,163−3.4% | Reduced |
| Charles Schwab Investment Management Inc | 601,982 | $28.3M | 0.01% | +24,836+4.3% | Added |
| Norges Bank | 584,354 | $27.4M | 0.01% | −13,800−2.3% | Reduced |
| Royce & Associates LP | 569,047 | $26.7M | 0.23% | +49,787+9.6% | Added |
| Bank of New York Mellon Corp | 556,181 | $26.1M | 0.01% | +17,074+3.2% | Added |
| Bank of America Corp | 548,982 | $25.8M | 0.00% | −12,324−2.2% | Reduced |
| Goldman Sachs Group Inc | 512,660 | $24.1M | 0.01% | −90,371−15.0% | Reduced |
| Jacobs Levy Equity Management, Inc | 473,856 | $22.2M | 0.15% | +449,921+1,879.8% | Added |
| Manufacturers Life Insurance Company, The | 439,834 | $20.7M | 0.01% | +124,159+39.3% | Added |
| Madison Asset Management, LLC | 418,701 | $19.7M | 0.28% | −3,802−0.9% | Reduced |
| Adirondack Retirement Specialists, Inc. | 188,608 | $19.6M | 17.57% | −35,447−15.8% | Reduced |
| Vaughan Nelson Investment Management, L.P. | 394,957 | $18.5M | 0.21% | −10,920−2.7% | Reduced |
| Capital Management Corp | 371,092 | $17.4M | 3.73% | +74,553+25.1% | Added |
| Tributary Capital Management, LLC | 352,673 | $16.6M | 1.31% | +41,772+13.4% | Added |
| Parametric Portfolio Associates LLC | 344,263 | $16.2M | 0.01% | +40,086+13.2% | Added |
| Morgan Stanley | 332,550 | $15.6M | 0.00% | −72,246−17.8% | Reduced |
| Nuveen Asset Management, LLC | 307,094 | $14.2M | 0.00% | −5,965−1.9% | Reduced |
| Principal Financial Group Inc | 279,323 | $13.1M | 0.01% | +35,439+14.5% | Added |
| Jennison Associates LLC | 263,990 | $12.4M | 0.01% | +7,381+2.9% | Added |
| Invesco Ltd. | 253,061 | $11.9M | 0.00% | +67,032+36.0% | Added |
| First Republic Investment Management, Inc. | 228,338 | $10.7M | 0.02% | +71,877+45.9% | Added |
| Gillson Capital LP | 209,557 | $9.84M | 0.79% | −26,525−11.2% | Reduced |
| FMR LLC | 193,948 | $9.11M | 0.00% | +25,805+15.3% | Added |
| Deutsche Bank AG | 181,087 | $8.50M | 0.00% | −45,729−20.2% | Reduced |
| UBS Group AG | 178,989 | $8.40M | 0.00% | +6,396+3.7% | Added |
| Voloridge Investment Management, LLC | 172,628 | $8.11M | 0.05% | +119,072+222.3% | Added |
| American Century Companies Inc | 172,370 | $8.09M | 0.01% | +2,075+1.2% | Added |
| Winslow Asset Management Inc | 168,199 | $7.90M | 1.56% | −5,158−3.0% | Reduced |
| Schroder Investment Management Group | 150,824 | $7.14M | 0.01% | +33,837+28.9% | Added |
| Swiss National Bank | 144,100 | $6.76M | 0.00% | +9,800+7.3% | Added |
| Wellington Management Group LLP | 142,510 | $6.69M | 0.00% | −2,000−1.4% | Reduced |
| Millennium Management LLC | 134,103 | $6.30M | 0.01% | −355,944−72.6% | Reduced |
| Stifel Financial Corp | 122,809 | $5.76M | 0.01% | +2,703+2.3% | Added |
| Royal Bank of Canada | 117,882 | $5.53M | 0.00% | −1,001−0.8% | Reduced |
| First Trust Advisors LP | 106,987 | $5.02M | 0.01% | −12,212−10.2% | Reduced |
| Raymond James & Associates | 103,933 | $4.88M | 0.00% | −182,032−63.7% | Reduced |
| Vestcor Inc | 103,435 | $4.86M | 0.17% | +41,892+68.1% | Added |
| Russell Investments Group, Ltd. | 94,789 | $4.45M | 0.01% | +75,429+389.6% | Added |
| Verition Fund Management LLC | 88,157 | $4.14M | 0.08% | +78,414+804.8% | Added |
| UBS Asset Management Americas Inc | 88,055 | $4.13M | 0.00% | +12,212+16.1% | Added |
| Regions Financial Corp | 87,196 | $4.09M | 0.03% | +1,776+2.1% | Added |
| Man Group plc | 85,482 | $4.01M | 0.01% | −16,515−16.2% | Reduced |
| Public Employees Retirement System of Ohio | 84,961 | $3.99M | 0.01% | +20,315+31.4% | Added |
| Cubist Systematic Strategies, LLC | 81,086 | $3.81M | 0.03% | −30,209−27.1% | Reduced |
| Envestnet Asset Management Inc | 78,449 | $3.68M | 0.00% | −808−1.0% | Reduced |
| California State Teachers Retirement System | 77,973 | $3.66M | 0.00% | −6,843−8.1% | Reduced |
| Renaissance Technologies LLC | 75,544 | $3.55M | 0.00% | −77,900−50.8% | Reduced |
| ClariVest Asset Management LLC | 74,675 | $3.51M | 0.14% | −15,936−17.6% | Reduced |
| New York State Common Retirement Fund | 74,158 | $3.48M | 0.00% | +55+0.1% | Added |
| Neuberger Berman Group LLC | 72,292 | $3.39M | 0.00% | −8,026−10.0% | Reduced |
| Rhumbline Advisers | 70,786 | $3.32M | 0.00% | +210+0.3% | Added |
| Meritage Portfolio Management | 70,546 | $3.31M | 0.21% | +20,774+41.7% | Added |
| Mutual of America Capital Management LLC | 67,686 | $3.18M | 0.03% | −415−0.6% | Reduced |
| Magnetar Financial LLC | 65,429 | $3.07M | 0.03% | +61,642+1,627.7% | Added |
| Balyasny Asset Management LLC | 63,860 | $3.00M | 0.01% | −44,916−41.3% | Reduced |
| Natixis Advisors, L.P. | 60,351 | $2.83M | 0.01% | −7,137−10.6% | Reduced |
| Brinker Capital Investments, LLC | 60,149 | $2.82M | 0.04% | −1,904−3.1% | Reduced |
| AQR Capital Management LLC | 59,357 | $2.79M | 0.01% | −4,305−6.8% | Reduced |
| First Eagle Investment Management, LLC | 57,772 | $2.71M | 0.01% | +38,064+193.1% | Added |
| Credit Suisse AG | 57,130 | $2.68M | 0.00% | +3,469+6.5% | Added |
| Los Angeles Capital Management LLC | 56,282 | $2.64M | 0.01% | +890+1.6% | Added |
| Brandywine Global Investment Management, LLC | 56,065 | $2.63M | 0.02% | +30,117+116.1% | Added |
| Legal & General Group Plc | 55,795 | $2.62M | 0.00% | +440+0.8% | Added |
| Tudor Investment Corp Et Al | 54,525 | $2.56M | 0.07% | +12,941+31.1% | Added |
| State of New Jersey Common Pension Fund D | 52,727 | $2.48M | 0.01% | +10,982+26.3% | Added |
| LPL Financial LLC | 50,610 | $2.38M | 0.00% | +17,285+51.9% | Added |
| Chevy Chase Trust Holdings, Inc. | 50,380 | $2.37M | 0.01% | +1,101+2.2% | Added |
| Park Circle Co | 50,176 | $2.36M | 1.97% | 00.0% | Unchanged |
| Allianz Asset Management GmbH | 49,034 | $2.30M | 0.00% | −66,427−57.5% | Reduced |
| Salvus Wealth Management, LLC | 47,432 | $2.23M | 1.70% | +1,571+3.4% | Added |
| Zacks Investment Management | 44,232 | $2.08M | 0.03% | −863−1.9% | Reduced |
| Barclays PLC | 42,599 | $2.00M | 0.00% | −52,623−55.3% | Reduced |
| First National Bank of Omaha | 41,963 | $1.97M | 0.10% | +6,857+19.5% | Added |
| Robeco Institutional Asset Management B.V. | 39,214 | $1.84M | 0.00% | −177,111−81.9% | Reduced |
| SEI Investments Co | 37,381 | $1.74M | 0.00% | −51,938−58.1% | Reduced |
| O'Shares Investment Advisers, LLC | 36,514 | $1.71M | 0.14% | +1,960+5.7% | Added |
| AlphaCrest Capital Management LLC | 35,722 | $1.68M | 0.09% | −5,186−12.7% | Reduced |
| Cornerstone Investment Partners, LLC | 35,628 | $1.67M | 0.10% | +4,664+15.1% | Added |