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 |
|---|---|---|---|---|---|
| First Eagle Investment Management, LLC | 57,772 | $2.71M | 0.01% | +38,064+193.1% | Added |
| AQR Capital Management LLC | 59,357 | $2.79M | 0.01% | −4,305−6.8% | Reduced |
| Brinker Capital Investments, LLC | 60,149 | $2.82M | 0.04% | −1,904−3.1% | Reduced |
| Natixis Advisors, L.P. | 60,351 | $2.83M | 0.01% | −7,137−10.6% | Reduced |
| Balyasny Asset Management LLC | 63,860 | $3.00M | 0.01% | −44,916−41.3% | Reduced |
| Magnetar Financial LLC | 65,429 | $3.07M | 0.03% | +61,642+1,627.7% | Added |
| Mutual of America Capital Management LLC | 67,686 | $3.18M | 0.03% | −415−0.6% | Reduced |
| Meritage Portfolio Management | 70,546 | $3.31M | 0.21% | +20,774+41.7% | Added |
| Rhumbline Advisers | 70,786 | $3.32M | 0.00% | +210+0.3% | Added |
| Neuberger Berman Group LLC | 72,292 | $3.39M | 0.00% | −8,026−10.0% | Reduced |
| New York State Common Retirement Fund | 74,158 | $3.48M | 0.00% | +55+0.1% | Added |
| ClariVest Asset Management LLC | 74,675 | $3.51M | 0.14% | −15,936−17.6% | Reduced |
| Renaissance Technologies LLC | 75,544 | $3.55M | 0.00% | −77,900−50.8% | Reduced |
| California State Teachers Retirement System | 77,973 | $3.66M | 0.00% | −6,843−8.1% | Reduced |
| Envestnet Asset Management Inc | 78,449 | $3.68M | 0.00% | −808−1.0% | Reduced |
| Cubist Systematic Strategies, LLC | 81,086 | $3.81M | 0.03% | −30,209−27.1% | Reduced |
| Public Employees Retirement System of Ohio | 84,961 | $3.99M | 0.01% | +20,315+31.4% | Added |
| Man Group plc | 85,482 | $4.01M | 0.01% | −16,515−16.2% | Reduced |
| Regions Financial Corp | 87,196 | $4.09M | 0.03% | +1,776+2.1% | Added |
| UBS Asset Management Americas Inc | 88,055 | $4.13M | 0.00% | +12,212+16.1% | Added |
| Verition Fund Management LLC | 88,157 | $4.14M | 0.08% | +78,414+804.8% | Added |
| Russell Investments Group, Ltd. | 94,789 | $4.45M | 0.01% | +75,429+389.6% | Added |
| Vestcor Inc | 103,435 | $4.86M | 0.17% | +41,892+68.1% | Added |
| Raymond James & Associates | 103,933 | $4.88M | 0.00% | −182,032−63.7% | Reduced |
| First Trust Advisors LP | 106,987 | $5.02M | 0.01% | −12,212−10.2% | Reduced |
| Royal Bank of Canada | 117,882 | $5.53M | 0.00% | −1,001−0.8% | Reduced |
| Stifel Financial Corp | 122,809 | $5.76M | 0.01% | +2,703+2.3% | Added |
| Millennium Management LLC | 134,103 | $6.30M | 0.01% | −355,944−72.6% | Reduced |
| Wellington Management Group LLP | 142,510 | $6.69M | 0.00% | −2,000−1.4% | Reduced |
| Swiss National Bank | 144,100 | $6.76M | 0.00% | +9,800+7.3% | Added |
| Schroder Investment Management Group | 150,824 | $7.14M | 0.01% | +33,837+28.9% | Added |
| Winslow Asset Management Inc | 168,199 | $7.90M | 1.56% | −5,158−3.0% | Reduced |
| American Century Companies Inc | 172,370 | $8.09M | 0.01% | +2,075+1.2% | Added |
| Voloridge Investment Management, LLC | 172,628 | $8.11M | 0.05% | +119,072+222.3% | Added |
| UBS Group AG | 178,989 | $8.40M | 0.00% | +6,396+3.7% | Added |
| Deutsche Bank AG | 181,087 | $8.50M | 0.00% | −45,729−20.2% | Reduced |
| FMR LLC | 193,948 | $9.11M | 0.00% | +25,805+15.3% | Added |
| Gillson Capital LP | 209,557 | $9.84M | 0.79% | −26,525−11.2% | Reduced |
| First Republic Investment Management, Inc. | 228,338 | $10.7M | 0.02% | +71,877+45.9% | Added |
| Invesco Ltd. | 253,061 | $11.9M | 0.00% | +67,032+36.0% | Added |
| Jennison Associates LLC | 263,990 | $12.4M | 0.01% | +7,381+2.9% | Added |
| Principal Financial Group Inc | 279,323 | $13.1M | 0.01% | +35,439+14.5% | Added |
| Nuveen Asset Management, LLC | 307,094 | $14.2M | 0.00% | −5,965−1.9% | Reduced |
| Morgan Stanley | 332,550 | $15.6M | 0.00% | −72,246−17.8% | Reduced |
| Parametric Portfolio Associates LLC | 344,263 | $16.2M | 0.01% | +40,086+13.2% | Added |
| Tributary Capital Management, LLC | 352,673 | $16.6M | 1.31% | +41,772+13.4% | Added |
| Capital Management Corp | 371,092 | $17.4M | 3.73% | +74,553+25.1% | Added |
| Vaughan Nelson Investment Management, L.P. | 394,957 | $18.5M | 0.21% | −10,920−2.7% | Reduced |
| Adirondack Retirement Specialists, Inc. | 188,608 | $19.6M | 17.57% | −35,447−15.8% | Reduced |
| Madison Asset Management, LLC | 418,701 | $19.7M | 0.28% | −3,802−0.9% | Reduced |
| Manufacturers Life Insurance Company, The | 439,834 | $20.7M | 0.01% | +124,159+39.3% | Added |
| Jacobs Levy Equity Management, Inc | 473,856 | $22.2M | 0.15% | +449,921+1,879.8% | Added |
| Goldman Sachs Group Inc | 512,660 | $24.1M | 0.01% | −90,371−15.0% | Reduced |
| Bank of America Corp | 548,982 | $25.8M | 0.00% | −12,324−2.2% | Reduced |
| Bank of New York Mellon Corp | 556,181 | $26.1M | 0.01% | +17,074+3.2% | Added |
| Royce & Associates LP | 569,047 | $26.7M | 0.23% | +49,787+9.6% | Added |
| Norges Bank | 584,354 | $27.4M | 0.01% | −13,800−2.3% | Reduced |
| Charles Schwab Investment Management Inc | 601,982 | $28.3M | 0.01% | +24,836+4.3% | Added |
| Northern Trust Corp | 605,435 | $28.4M | 0.01% | −21,163−3.4% | Reduced |
| Lord, Abbett & Co. LLC | 625,527 | $29.4M | 0.08% | −55,392−8.1% | Reduced |
| Emerald Mutual Fund Advisers Trust | 692,326 | $32.5M | 1.44% | −76,400−9.9% | Reduced |
| Capital World Investors | 719,000 | $33.8M | 0.01% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 720,527 | $33.8M | 0.01% | +119,788+19.9% | Added |
| Bamco Inc | 786,851 | $36.9M | 0.09% | −6,084−0.8% | Reduced |
| Emerald Advisers, LLC | 836,015 | $39.3M | 1.50% | +68,679+9.0% | Added |
| Wells Fargo & Company | 938,616 | $44.1M | 0.01% | +121,122+14.8% | Added |
| Dimensional Fund Advisors LP | 968,520 | $45.5M | 0.01% | +15,006+1.6% | Added |
| Wasatch Advisors Inc | 1,025,398 | $48.1M | 0.24% | +107,593+11.7% | Added |
| Geode Capital Management, LLC | 1,086,826 | $51.0M | 0.01% | +40,684+3.9% | Added |
| State Street Corp | 1,303,859 | $61.2M | 0.00% | −6,548−0.5% | Reduced |
| Heard Capital LLC | 1,388,860 | $65.2M | 5.97% | +789,922+131.9% | Added |
| Artisan Partners Limited Partnership | 1,497,270 | $70.3M | 0.09% | +33,798+2.3% | Added |
| Federated Hermes, Inc. | 1,523,864 | $71.5M | 0.16% | −163,434−9.7% | Reduced |
| Westwood Holdings Group Inc. | 1,627,474 | $76.4M | 0.71% | +310,971+23.6% | Added |
| Timucuan Asset Management Inc | 2,297,731 | $107.9M | 4.19% | +252,633+12.4% | Added |
| JPMorgan Chase & Co | 2,354,901 | $110.6M | 0.01% | +427,672+22.2% | Added |
| Alliancebernstein L.P. | 2,997,378 | $140.7M | 0.05% | +457,436+18.0% | Added |
| London Co of Virginia | 3,394,703 | $159.4M | 0.84% | −25,513−0.7% | Reduced |
| BlackRock Inc. | 4,792,004 | $225.0M | 0.01% | +211,221+4.6% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 5,378,177 | $252.5M | 0.67% | −181,924−3.3% | Reduced |
| Vanguard Group Inc | 6,645,142 | $312.0M | 0.01% | +225,659+3.5% | Added |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −146,727−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −121,398−100.0% | Sold out |
| Pier Capital, LLC | 0 | $0 | 0.00% | −105,975−100.0% | Sold out |
| Assenagon Asset Management S.A. | 0 | $0 | 0.00% | −86,302−100.0% | Sold out |
| Advisors Asset Management, Inc. | 0 | $0 | 0.00% | −78,436−100.0% | Sold out |
| Castellan Group, LLC | 0 | $0 | 0.00% | −39,775−100.0% | Sold out |
| HCR Wealth Advisors | 0 | $0 | 0.00% | −29,965−100.0% | Sold out |
| APG Asset Management N.V. | 0 | $0 | 0.00% | −31,862−100.0% | Sold out |
| Prana Capital Management, LP | 0 | $0 | 0.00% | −27,530−100.0% | Sold out |
| NN Investment Partners Holdings N.V. | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| Jackson Creek Investment Advisors LLC | 0 | $0 | 0.00% | −19,262−100.0% | Sold out |
| Canada Pension Plan Investment Board | 0 | $0 | 0.00% | −18,000−100.0% | Sold out |
| Hillsdale Investment Management Inc. | 0 | $0 | 0.00% | −16,650−100.0% | Sold out |
| Allstate Corp | 0 | $0 | 0.00% | −15,735−100.0% | Sold out |
| Wakefield Asset Management LLLP | 0 | $0 | 0.00% | −15,551−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −14,080−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −13,900−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −13,091−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −12,910−100.0% | Sold out |