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 |
|---|---|---|---|---|---|
| Quantum Private Wealth, LLC | 8,071 | $378.0K | 0.16% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 8,145 | $382.0K | 0.00% | +914+12.6% | Added |
| IndexIQ Advisors LLC | 8,500 | $399.0K | 0.01% | +248+3.0% | Added |
| Great West Life Assurance Co | 8,198 | $402.0K | 0.00% | +2,262+38.1% | Added |
| Globeflex Capital L P | 8,638 | $406.0K | 0.08% | −2,694−23.8% | Reduced |
| Acadian Asset Management LLC | 8,732 | $409.0K | 0.00% | −188,593−95.6% | Reduced |
| Captrust Financial Advisors | 8,723 | $410.0K | 0.00% | +254+3.0% | Added |
| Amalgamated Bank | 8,807 | $413.0K | 0.00% | −682−7.2% | Reduced |
| Amalgamated Financial Corp. | 8,807 | $413.0K | 0.00% | +8,807 | New |
| Capital Impact Advisors, LLC | 8,891 | $417.0K | 0.30% | +8,891 | New |
| O'Shaughnessy Asset Management, LLC | 9,212 | $433.0K | 0.01% | +3,677+66.4% | Added |
| DuPont Capital Management Corp | 9,334 | $438.0K | 0.02% | −20,101−68.3% | Reduced |
| Advisor Group Holdings, Inc. | 13,269 | $438.0K | 0.00% | +1,498+12.7% | Added |
| Curated Wealth Partners LLC | 7,199 | $450.0K | 0.15% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 9,722 | $457.0K | 0.02% | +9,722 | New |
| Putnam Investments LLC | 9,767 | $458.0K | 0.00% | +1,541+18.7% | Added |
| Nisa Investment Advisors, LLC | 10,040 | $471.0K | 0.00% | −790−7.3% | Reduced |
| WBI Investments | 10,153 | $476.0K | 0.08% | +10,153 | New |
| State of Wisconsin Investment Board | 10,800 | $507.0K | 0.00% | +5,600+107.7% | Added |
| Peak Financial Advisors LLC | 10,816 | $508.0K | 0.44% | −43−0.4% | Reduced |
| GWM Advisors LLC | 11,169 | $524.0K | 0.01% | +1,020+10.1% | Added |
| Advisory Research Inc | 11,307 | $531.0K | 0.04% | −59,135−83.9% | Reduced |
| Qube Research & Technologies Ltd | 11,432 | $537.0K | 0.00% | −28,029−71.0% | Reduced |
| ProShare Advisors LLC | 11,471 | $538.0K | 0.00% | −1,893−14.2% | Reduced |
| Handelsbanken Fonder AB | 11,751 | $552.0K | 0.00% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 12,457 | $585.0K | 0.13% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 12,567 | $590.0K | 0.00% | +819+7.0% | Added |
| Naples Global Advisors, LLC | 12,563 | $590.0K | 0.07% | +3,008+31.5% | Added |
| First Hawaiian Bank | 12,699 | $596.0K | 0.02% | −55−0.4% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 13,274 | $623.0K | 0.03% | +532+4.2% | Added |
| State Board of Administration of Florida Retirement System | 13,343 | $626.0K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 13,478 | $632.8K | 0.00% | −7,516−35.8% | Reduced |
| Campbell Newman Asset Management Inc | 13,916 | $653.0K | 0.06% | +277+2.0% | Added |
| Franklin Resources Inc | 14,412 | $677.0K | 0.00% | +14,412 | New |
| Eaton Vance Management | 14,512 | $681.0K | 0.00% | −876−5.7% | Reduced |
| Harbor Advisors LLC | 14,800 | $695.0K | 0.14% | 00.0% | Unchanged |
| CastleKnight Management LP | 15,700 | $737.0K | 0.20% | +15,700 | New |
| Two Sigma Advisers, LP | 15,800 | $742.0K | 0.00% | −16,100−50.5% | Reduced |
| Grandeur Peak Global Advisors, LLC | 16,278 | $764.0K | 0.04% | +16,278 | New |
| Arizona State Retirement System | 16,480 | $774.0K | 0.01% | +60+0.4% | Added |
| D. E. Shaw & Co., Inc. | 16,558 | $777.0K | 0.00% | +2,508+17.9% | Added |
| Panagora Asset Management Inc | 17,328 | $814.0K | 0.00% | −221,512−92.7% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 17,617 | $827.0K | 0.01% | +1,664+10.4% | Added |
| HighTower Advisors, LLC | 17,740 | $830.0K | 0.00% | −11,978−40.3% | Reduced |
| HSBC Holdings PLC | 17,889 | $846.0K | 0.00% | +8,271+86.0% | Added |
| Foresight Wealth Management, LLC | 18,104 | $850.0K | 0.34% | +4,258+30.8% | Added |
| The PNC Financial Services Group, Inc. | 18,478 | $867.0K | 0.00% | +1,637+9.7% | Added |
| Hudson Value Partners, LLC | 18,572 | $872.0K | 0.45% | +20.0% | Added |
| Citigroup Inc | 18,825 | $884.0K | 0.00% | −32,075−63.0% | Reduced |
| Janus Henderson Group PLC | 19,547 | $918.0K | 0.00% | +2,918+17.5% | Added |
| Campbell & CO Investment Adviser LLC | 19,952 | $937.0K | 0.25% | +19,952 | New |
| Schonfeld Strategic Advisors LLC | 20,100 | $944.0K | 0.01% | −205,700−91.1% | Reduced |
| Convergence Investment Partners, LLC | 20,148 | $946.0K | 0.49% | +5,783+40.3% | Added |
| Versor Investments LP | 20,155 | $946.0K | 0.04% | +6,055+42.9% | Added |
| Bramshill Investments, LLC | 20,940 | $983.0K | 0.14% | +1,446+7.4% | Added |
| Cornercap Investment Counsel Inc | 21,034 | $988.0K | 0.11% | −1,751−7.7% | Reduced |
| Sigma Planning Corp | 21,244 | $997.0K | 0.03% | +6,482+43.9% | Added |
| Caxton Associates LP | 22,593 | $1.06M | 0.10% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 22,819 | $1.07M | 0.00% | +2,053+9.9% | Added |
| Richard P Slaughter Associates Inc | 23,280 | $1.09M | 0.41% | +4,013+20.8% | Added |
| Price T Rowe Associates Inc | 23,309 | $1.09M | 0.00% | +1,360+6.2% | Added |
| Kingsview Wealth Management, LLC | 24,592 | $1.15M | 0.05% | +19,242+359.7% | Added |
| ExodusPoint Capital Management, LP | 24,802 | $1.16M | 0.02% | −49,645−66.7% | Reduced |
| Vestmark Advisory Solutions, Inc. | 25,060 | $1.18M | 0.07% | +215+0.9% | Added |
| NewEdge Wealth, LLC | 25,060 | $1.18M | 0.05% | +215+0.9% | Added |
| CWM, LLC | 25,093 | $1.18M | 0.01% | −2,575−9.3% | Reduced |
| Verdence Capital Advisors LLC | 25,432 | $1.19M | 0.14% | +5,077+24.9% | Added |
| Federation des caisses Desjardins du Quebec | 27,235 | $1.28M | 0.01% | +4,320+18.9% | Added |
| Voya Investment Management LLC | 27,423 | $1.29M | 0.00% | −2,917−9.6% | Reduced |
| STRS Ohio | 27,800 | $1.30M | 0.00% | +2,900+11.6% | Added |
| Citizens Business Bank | 29,155 | $1.37M | 0.17% | 00.0% | Unchanged |
| Wesbanco Bank Inc | 29,411 | $1.38M | 0.05% | −721−2.4% | Reduced |
| Martingale Asset Management L P | 29,924 | $1.41M | 0.02% | −5,410−15.3% | Reduced |
| Aviva PLC | 29,986 | $1.41M | 0.01% | −9,008−23.1% | Reduced |
| American International Group, Inc. | 30,375 | $1.43M | 0.01% | −2,139−6.6% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 31,586 | $1.48M | 0.01% | −61,657−66.1% | Reduced |
| MetLife Investment Management | 31,912 | $1.50M | 0.01% | +11,332+55.1% | Added |
| Allspring Global Investments Holdings, LLC | 32,493 | $1.52M | 0.00% | −89,708−73.4% | Reduced |
| Eagle Rock Investment Company, LLC | 32,799 | $1.54M | 0.33% | −22,638−40.8% | Reduced |
| CenterBook Partners LP | 34,406 | $1.61M | 0.57% | +18,441+115.5% | Added |
| Asset Management One Co.,Ltd. | 34,483 | $1.62M | 0.01% | −4,120−10.7% | Reduced |
| Cornerstone Investment Partners, LLC | 35,628 | $1.67M | 0.10% | +4,664+15.1% | Added |
| AlphaCrest Capital Management LLC | 35,722 | $1.68M | 0.09% | −5,186−12.7% | Reduced |
| O'Shares Investment Advisers, LLC | 36,514 | $1.71M | 0.14% | +1,960+5.7% | Added |
| SEI Investments Co | 37,381 | $1.74M | 0.00% | −51,938−58.1% | Reduced |
| Robeco Institutional Asset Management B.V. | 39,214 | $1.84M | 0.00% | −177,111−81.9% | Reduced |
| First National Bank of Omaha | 41,963 | $1.97M | 0.10% | +6,857+19.5% | Added |
| Barclays PLC | 42,599 | $2.00M | 0.00% | −52,623−55.3% | Reduced |
| Zacks Investment Management | 44,232 | $2.08M | 0.03% | −863−1.9% | Reduced |
| Salvus Wealth Management, LLC | 47,432 | $2.23M | 1.70% | +1,571+3.4% | Added |
| Allianz Asset Management GmbH | 49,034 | $2.30M | 0.00% | −66,427−57.5% | Reduced |
| Park Circle Co | 50,176 | $2.36M | 1.97% | 00.0% | Unchanged |
| Chevy Chase Trust Holdings, Inc. | 50,380 | $2.37M | 0.01% | +1,101+2.2% | Added |
| LPL Financial LLC | 50,610 | $2.38M | 0.00% | +17,285+51.9% | Added |
| State of New Jersey Common Pension Fund D | 52,727 | $2.48M | 0.01% | +10,982+26.3% | Added |
| Tudor Investment Corp Et Al | 54,525 | $2.56M | 0.07% | +12,941+31.1% | Added |
| Legal & General Group Plc | 55,795 | $2.62M | 0.00% | +440+0.8% | Added |
| Brandywine Global Investment Management, LLC | 56,065 | $2.63M | 0.02% | +30,117+116.1% | Added |
| Los Angeles Capital Management LLC | 56,282 | $2.64M | 0.01% | +890+1.6% | Added |
| Credit Suisse AG | 57,130 | $2.68M | 0.00% | +3,469+6.5% | Added |