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 |
|---|---|---|---|---|---|
| BDO Wealth Advisors, LLC | 9 | $0 | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 8 | $0 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 9 | $0 | 0.00% | +9 | New |
| SJS Investment Consulting Inc. | 2 | $0 | 0.00% | +2 | New |
| Washington Trust Co | 31 | $1.00K | 0.00% | +4+14.8% | Added |
| Plante Moran Financial Advisors, LLC | 28 | $1.00K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 29 | $1.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 28 | $1.00K | 0.00% | +16+133.3% | Added |
| Glassman Wealth Services | 25 | $1.00K | 0.00% | +22+733.3% | Added |
| Cordant, Inc. | 16 | $1.00K | 0.00% | +16 | New |
| Sound Income Strategies, LLC | 44 | $2.00K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 58 | $3.00K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 56 | $3.00K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 53 | $3.00K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 91 | $4.00K | 0.00% | −540−85.6% | Reduced |
| Sofos Investments, Inc. | 94 | $4.00K | 0.00% | −32−25.4% | Reduced |
| Parallel Advisors, LLC | 97 | $5.00K | 0.00% | −27−21.8% | Reduced |
| Proequities, Inc. | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 100 | $5.00K | 0.00% | +100 | New |
| Signaturefd, LLC | 137 | $6.00K | 0.00% | −31−18.5% | Reduced |
| Cordasco Financial Network | 135 | $6.00K | 0.00% | 00.0% | Unchanged |
| Timber Creek Capital Management LLC | 140 | $6.00K | 0.00% | +140 | New |
| Private Capital Group, LLC | 138 | $7.00K | 0.00% | +4+3.0% | Added |
| Howe & Rusling Inc | 180 | $8.00K | 0.00% | +22+13.9% | Added |
| National Bank of Canada | 178 | $8.00K | 0.00% | +178 | New |
| Prospera Financial Services Inc | 173 | $8.00K | 0.00% | +173 | New |
| Harbor Investment Advisory, LLC | 200 | $9.00K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 161 | $9.57K | 0.00% | +161 | New |
| Northwestern Mutual Wealth Management Co | 215 | $10.0K | 0.00% | −61−22.1% | Reduced |
| Lindbrook Capital, LLC | 217 | $10.0K | 0.00% | +41+23.3% | Added |
| Clearstead Advisors, LLC | 215 | $10.0K | 0.00% | +215 | New |
| Alaethes Wealth LLC | 211 | $10.0K | 0.01% | +211 | New |
| Brewin Dolphin Ltd | 255 | $12.0K | 0.00% | 00.0% | Unchanged |
| Creative Planning | 325 | $15.0K | 0.00% | +325 | New |
| Nomura Asset Management Co Ltd | 380 | $17.8K | 0.00% | +380 | New |
| Fieldpoint Private Securities, LLC | 414 | $19.0K | 0.00% | −9,312−95.7% | Reduced |
| MUFG Americas Holdings Corp | 423 | $20.0K | 0.00% | −268−38.8% | Reduced |
| IFP Advisors, Inc | 345 | $22.0K | 0.00% | +200+137.9% | Added |
| Tower Research Capital LLC (TRC) | 497 | $23.0K | 0.00% | −155−23.8% | Reduced |
| Kings Point Capital Management | 548 | $26.0K | 0.00% | 00.0% | Unchanged |
| First Quadrant L P | 685 | $32.0K | 0.18% | +79+13.0% | Added |
| FourThought Financial, LLC | 717 | $34.0K | 0.00% | −13−1.8% | Reduced |
| Mondrian Investment Partners LTD | 752 | $35.0K | 0.00% | −45,869−98.4% | Reduced |
| Exchange Traded Concepts, LLC | 745 | $35.0K | 0.00% | −146−16.4% | Reduced |
| Wolff Wiese Magana LLC | 809 | $38.0K | 0.03% | 00.0% | Unchanged |
| Amundi | 846 | $40.0K | 0.00% | +846 | New |
| HM Payson & Co | 931 | $44.0K | 0.00% | +931 | New |
| Macquarie Group Ltd | 981 | $46.0K | 0.00% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 1,149 | $51.0K | 0.01% | 00.0% | Unchanged |
| American Portfolios Advisors | 1,149 | $53.9K | 0.00% | −40−3.4% | Reduced |
| Umb Bank N A | 1,493 | $70.0K | 0.00% | +52+3.6% | Added |
| Covestor Ltd | 1,539 | $72.0K | 0.05% | +1,073+230.3% | Added |
| Evoke Wealth, LLC | 1,650 | $77.0K | 0.00% | 00.0% | Unchanged |
| Van Eck Associates Corp | 1,691 | $79.0K | 0.00% | +232+15.9% | Added |
| Simon Quick Advisors, LLC | 2,253 | $106.0K | 0.03% | 00.0% | Unchanged |
| City State Bank | 2,800 | $132.0K | 0.08% | +150+5.7% | Added |
| Walleye Trading LLC | 3,368 | $158.0K | 0.00% | +3,368 | New |
| State of Wyoming | 3,562 | $167.0K | 0.08% | −503−12.4% | Reduced |
| Metropolitan Life Insurance Co | 3,718 | $174.6K | 0.01% | −11,559−75.7% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 4,589 | $204.0K | 0.01% | +169+3.8% | Added |
| Belpointe Asset Management LLC | 4,389 | $207.0K | 0.01% | +66+1.5% | Added |
| Heritage Wealth Management, LLC | 4,534 | $213.0K | 0.06% | +4,534 | New |
| D.A. Davidson & Co. | 4,582 | $215.0K | 0.00% | 00.0% | Unchanged |
| O'Rourke & Company, Inc | 4,569 | $215.0K | 0.15% | +6+0.1% | Added |
| United Capital Financial Advisers, LLC | 4,570 | $215.0K | 0.00% | +72+1.6% | Added |
| Susquehanna International Group, LLP | 4,597 | $216.0K | 0.00% | −4,119−47.3% | Reduced |
| Holocene Advisors, LP | 4,731 | $222.0K | 0.00% | +4,731 | New |
| Ameritas Investment Partners, Inc. | 4,797 | $225.0K | 0.01% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 4,806 | $226.0K | 0.00% | +4,806 | New |
| Campion Asset Management LLC | 4,940 | $232.0K | 0.20% | 00.0% | Unchanged |
| Keebeck Alpha, LP | 5,019 | $236.0K | 0.07% | −287−5.4% | Reduced |
| Mercer Global Advisors Inc | 5,158 | $242.0K | 0.00% | +519+11.2% | Added |
| Capital Investment Advisory Services, LLC | 5,188 | $244.0K | 0.03% | +853+19.7% | Added |
| New York State Teachers Retirement System | 5,400 | $254.0K | 0.00% | +100+1.9% | Added |
| Rockefeller Capital Management L.P. | 5,544 | $260.0K | 0.00% | +248+4.7% | Added |
| Prudential Financial Inc | 5,612 | $263.0K | 0.00% | +220+4.1% | Added |
| Snowden Capital Advisors LLC | 5,700 | $267.0K | 0.01% | +5,700 | New |
| Smith Group Asset Management, LLC | 5,725 | $269.0K | 0.01% | −4,105−41.8% | Reduced |
| Bridgefront Capital, LLC | 5,720 | $269.0K | 0.33% | +55+1.0% | Added |
| Raymond James Financial Services Advisors, Inc. | 5,877 | $276.0K | 0.00% | −636−9.8% | Reduced |
| Jupiter Asset Management Ltd | 5,933 | $278.0K | 0.00% | +5,933 | New |
| MML Investors Services, LLC | 5,936 | $279.0K | 0.00% | −38−0.6% | Reduced |
| Riverview Capital Advisers, LLC | 5,980 | $280.8K | 0.13% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 6,203 | $291.0K | 0.00% | +2,640+74.1% | Added |
| Cetera Advisor Networks LLC | 6,366 | $299.0K | 0.00% | +828+15.0% | Added |
| XTX Topco Ltd | 6,518 | $306.0K | 0.13% | +6,518 | New |
| Baird Financial Group, Inc. | 6,601 | $310.0K | 0.00% | −208−3.1% | Reduced |
| Mackenzie Financial Corp | 6,620 | $311.0K | 0.00% | +183+2.8% | Added |
| Engineers Gate Manager LP | 6,691 | $314.0K | 0.01% | −38,741−85.3% | Reduced |
| BTC Capital Management, Inc. | 6,709 | $315.0K | 0.03% | +582+9.5% | Added |
| KB Financial Partners, LLC | 6,923 | $325.0K | 0.09% | +1,660+31.5% | Added |
| SkyView Investment Advisors, LLC | 7,378 | $346.0K | 0.08% | +2,815+61.7% | Added |
| Pitcairn Co | 7,394 | $347.0K | 0.03% | −134−1.8% | Reduced |
| US Bancorp | 7,401 | $348.0K | 0.00% | +620+9.1% | Added |
| Cambridge Investment Research Advisors, Inc. | 7,478 | $351.0K | 0.00% | +3,653+95.5% | Added |
| Hancock Whitney Corp | 7,506 | $352.0K | 0.01% | −663−8.1% | Reduced |
| Public Employees Retirement Association of Colorado | 7,648 | $359.0K | 0.00% | 00.0% | Unchanged |
| Shell Asset Management Co | 7,873 | $370.0K | 0.01% | +955+13.8% | Added |
| Trexquant Investment LP | 7,945 | $373.0K | 0.02% | −12,701−61.5% | Reduced |