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 |
|---|---|---|---|---|---|
| PDT Partners, LLC | 0 | $0 | 0.00% | −11,232−100.0% | Sold out |
| Diversified Trust Co | 0 | $0 | 0.00% | −10,839−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −8,901−100.0% | Sold out |
| Virginia Retirement Systems Et Al | 0 | $0 | 0.00% | −8,700−100.0% | Sold out |
| Origin Asset Management LLP | 0 | $0 | 0.00% | −6,359−100.0% | Sold out |
| Alps Advisors Inc | 0 | $0 | 0.00% | −6,014−100.0% | Sold out |
| Levin Capital Strategies, L.P. | 0 | $0 | 0.00% | −6,000−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −5,477−100.0% | Sold out |
| State of Tennessee, Treasury Department | 0 | $0 | 0.00% | −5,218−100.0% | Sold out |
| SFMG, LLC | 0 | $0 | 0.00% | −5,121−100.0% | Sold out |
| Geneos Wealth Management Inc. | 0 | $0 | 0.00% | −5,050−100.0% | Sold out |
| Kolinsky Wealth Management, LLC | 0 | $0 | 0.00% | −4,493−100.0% | Sold out |
| Victory Capital Management Inc | 0 | $0 | 0.00% | −3,927−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −3,848−100.0% | Sold out |
| M&T Bank Corp | 0 | $0 | 0.00% | −3,667−100.0% | Sold out |
| Pictet Asset Management SA | 0 | $0 | 0.00% | −3,642−100.0% | Sold out |
| Hilton Capital Management, LLC | 0 | $0 | 0.00% | −3,644−100.0% | Sold out |
| C M Bidwell & Associates Ltd | 0 | $0 | 0.00% | −3,568−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −3,548−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −3,341−100.0% | Sold out |
| Verity & Verity, LLC | 0 | $0 | 0.00% | −3,299−100.0% | Sold out |
| Commonwealth Equity Services, LLC | 0 | $0 | 0.00% | −3,252−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −2,582−100.0% | Sold out |
| Castleview Partners, LLC | 0 | $0 | 0.00% | −9,063−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −1,438−100.0% | Sold out |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −1,257−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −1,229−100.0% | Sold out |
| Harvest Fund Management Co., Ltd | 0 | $0 | 0.00% | −1,126−100.0% | Sold out |
| First Horizon Advisors, Inc. | 0 | $0 | 0.00% | −1,024−100.0% | Sold out |
| Eagle Bay Advisors LLC | 0 | $0 | 0.00% | −579−100.0% | Sold out |
| Graves-Light Private Wealth Management, Inc. | 0 | $0 | 0.00% | −530−100.0% | Sold out |
| Counterpoint Mutual Funds LLC | 0 | $0 | 0.00% | −418−100.0% | Sold out |
| Confluence Wealth Services, Inc. | 0 | $0 | 0.00% | −320−100.0% | Sold out |
| Jones Financial Companies LLLP | 0 | $0 | 0.00% | −309−100.0% | Sold out |
| TCI Wealth Advisors, Inc. | 0 | $0 | 0.00% | −218−100.0% | Sold out |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −40−100.0% | Sold out |
| Johnson Financial Group, Inc. | 0 | $0 | 0.00% | −14−100.0% | Sold out |
| Edge Capital Group, LLC | 0 | $0 | 0.00% | −1,268−100.0% | Sold out |
| Ascendant Capital Management, LLC | – | – | – | – | Not filed |
| Reilly Financial Advisors, LLC | – | – | – | – | Not filed |
| NEXT Financial Group, Inc | – | – | – | – | Not filed |
| Bell Investment Advisors, Inc | – | – | – | – | Not filed |