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 |
|---|---|---|---|---|---|
| Asset Management One Co.,Ltd. | 34,483 | $1.62M | 0.01% | −4,120−10.7% | Reduced |
| CenterBook Partners LP | 34,406 | $1.61M | 0.57% | +18,441+115.5% | Added |
| Eagle Rock Investment Company, LLC | 32,799 | $1.54M | 0.33% | −22,638−40.8% | Reduced |
| Allspring Global Investments Holdings, LLC | 32,493 | $1.52M | 0.00% | −89,708−73.4% | Reduced |
| MetLife Investment Management | 31,912 | $1.50M | 0.01% | +11,332+55.1% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 31,586 | $1.48M | 0.01% | −61,657−66.1% | Reduced |
| American International Group, Inc. | 30,375 | $1.43M | 0.01% | −2,139−6.6% | Reduced |
| Aviva PLC | 29,986 | $1.41M | 0.01% | −9,008−23.1% | Reduced |
| Martingale Asset Management L P | 29,924 | $1.41M | 0.02% | −5,410−15.3% | Reduced |
| Wesbanco Bank Inc | 29,411 | $1.38M | 0.05% | −721−2.4% | Reduced |
| Citizens Business Bank | 29,155 | $1.37M | 0.17% | 00.0% | Unchanged |
| STRS Ohio | 27,800 | $1.30M | 0.00% | +2,900+11.6% | Added |
| Voya Investment Management LLC | 27,423 | $1.29M | 0.00% | −2,917−9.6% | Reduced |
| Federation des caisses Desjardins du Quebec | 27,235 | $1.28M | 0.01% | +4,320+18.9% | Added |
| Verdence Capital Advisors LLC | 25,432 | $1.19M | 0.14% | +5,077+24.9% | Added |
| CWM, LLC | 25,093 | $1.18M | 0.01% | −2,575−9.3% | 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 |
| ExodusPoint Capital Management, LP | 24,802 | $1.16M | 0.02% | −49,645−66.7% | Reduced |
| Kingsview Wealth Management, LLC | 24,592 | $1.15M | 0.05% | +19,242+359.7% | Added |
| Price T Rowe Associates Inc | 23,309 | $1.09M | 0.00% | +1,360+6.2% | Added |
| Richard P Slaughter Associates Inc | 23,280 | $1.09M | 0.41% | +4,013+20.8% | Added |
| Janney Montgomery Scott LLC | 22,819 | $1.07M | 0.00% | +2,053+9.9% | Added |
| Caxton Associates LP | 22,593 | $1.06M | 0.10% | 00.0% | Unchanged |
| Sigma Planning Corp | 21,244 | $997.0K | 0.03% | +6,482+43.9% | Added |
| Cornercap Investment Counsel Inc | 21,034 | $988.0K | 0.11% | −1,751−7.7% | Reduced |
| Bramshill Investments, LLC | 20,940 | $983.0K | 0.14% | +1,446+7.4% | Added |
| 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 |
| Schonfeld Strategic Advisors LLC | 20,100 | $944.0K | 0.01% | −205,700−91.1% | Reduced |
| Campbell & CO Investment Adviser LLC | 19,952 | $937.0K | 0.25% | +19,952 | New |
| Janus Henderson Group PLC | 19,547 | $918.0K | 0.00% | +2,918+17.5% | Added |
| Citigroup Inc | 18,825 | $884.0K | 0.00% | −32,075−63.0% | Reduced |
| Hudson Value Partners, LLC | 18,572 | $872.0K | 0.45% | +20.0% | Added |
| The PNC Financial Services Group, Inc. | 18,478 | $867.0K | 0.00% | +1,637+9.7% | Added |
| Foresight Wealth Management, LLC | 18,104 | $850.0K | 0.34% | +4,258+30.8% | Added |
| HSBC Holdings PLC | 17,889 | $846.0K | 0.00% | +8,271+86.0% | Added |
| HighTower Advisors, LLC | 17,740 | $830.0K | 0.00% | −11,978−40.3% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 17,617 | $827.0K | 0.01% | +1,664+10.4% | Added |
| Panagora Asset Management Inc | 17,328 | $814.0K | 0.00% | −221,512−92.7% | Reduced |
| D. E. Shaw & Co., Inc. | 16,558 | $777.0K | 0.00% | +2,508+17.9% | Added |
| Arizona State Retirement System | 16,480 | $774.0K | 0.01% | +60+0.4% | Added |
| Grandeur Peak Global Advisors, LLC | 16,278 | $764.0K | 0.04% | +16,278 | New |
| Two Sigma Advisers, LP | 15,800 | $742.0K | 0.00% | −16,100−50.5% | Reduced |
| CastleKnight Management LP | 15,700 | $737.0K | 0.20% | +15,700 | New |
| Harbor Advisors LLC | 14,800 | $695.0K | 0.14% | 00.0% | Unchanged |
| Eaton Vance Management | 14,512 | $681.0K | 0.00% | −876−5.7% | Reduced |
| Franklin Resources Inc | 14,412 | $677.0K | 0.00% | +14,412 | New |
| Campbell Newman Asset Management Inc | 13,916 | $653.0K | 0.06% | +277+2.0% | Added |
| BNP Paribas Arbitrage, SA | 13,478 | $632.8K | 0.00% | −7,516−35.8% | Reduced |
| State Board of Administration of Florida Retirement System | 13,343 | $626.0K | 0.00% | 00.0% | Unchanged |
| Hennion & Walsh Asset Management, Inc. | 13,274 | $623.0K | 0.03% | +532+4.2% | Added |
| First Hawaiian Bank | 12,699 | $596.0K | 0.02% | −55−0.4% | Reduced |
| 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 |
| Psagot Value Holdings Ltd. / (Israel) | 12,457 | $585.0K | 0.13% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 11,751 | $552.0K | 0.00% | 00.0% | Unchanged |
| ProShare Advisors LLC | 11,471 | $538.0K | 0.00% | −1,893−14.2% | Reduced |
| Qube Research & Technologies Ltd | 11,432 | $537.0K | 0.00% | −28,029−71.0% | Reduced |
| Advisory Research Inc | 11,307 | $531.0K | 0.04% | −59,135−83.9% | Reduced |
| GWM Advisors LLC | 11,169 | $524.0K | 0.01% | +1,020+10.1% | Added |
| Peak Financial Advisors LLC | 10,816 | $508.0K | 0.44% | −43−0.4% | Reduced |
| State of Wisconsin Investment Board | 10,800 | $507.0K | 0.00% | +5,600+107.7% | Added |
| WBI Investments | 10,153 | $476.0K | 0.08% | +10,153 | New |
| Nisa Investment Advisors, LLC | 10,040 | $471.0K | 0.00% | −790−7.3% | Reduced |
| Putnam Investments LLC | 9,767 | $458.0K | 0.00% | +1,541+18.7% | Added |
| Meeder Asset Management Inc | 9,722 | $457.0K | 0.02% | +9,722 | New |
| Curated Wealth Partners LLC | 7,199 | $450.0K | 0.15% | 00.0% | Unchanged |
| 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 |
| O'Shaughnessy Asset Management, LLC | 9,212 | $433.0K | 0.01% | +3,677+66.4% | Added |
| Capital Impact Advisors, LLC | 8,891 | $417.0K | 0.30% | +8,891 | New |
| Amalgamated Bank | 8,807 | $413.0K | 0.00% | −682−7.2% | Reduced |
| Amalgamated Financial Corp. | 8,807 | $413.0K | 0.00% | +8,807 | New |
| Captrust Financial Advisors | 8,723 | $410.0K | 0.00% | +254+3.0% | Added |
| Acadian Asset Management LLC | 8,732 | $409.0K | 0.00% | −188,593−95.6% | Reduced |
| Globeflex Capital L P | 8,638 | $406.0K | 0.08% | −2,694−23.8% | Reduced |
| Great West Life Assurance Co | 8,198 | $402.0K | 0.00% | +2,262+38.1% | Added |
| IndexIQ Advisors LLC | 8,500 | $399.0K | 0.01% | +248+3.0% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 8,145 | $382.0K | 0.00% | +914+12.6% | Added |
| Quantum Private Wealth, LLC | 8,071 | $378.0K | 0.16% | 00.0% | Unchanged |
| Trexquant Investment LP | 7,945 | $373.0K | 0.02% | −12,701−61.5% | Reduced |
| Shell Asset Management Co | 7,873 | $370.0K | 0.01% | +955+13.8% | Added |
| Public Employees Retirement Association of Colorado | 7,648 | $359.0K | 0.00% | 00.0% | Unchanged |
| Hancock Whitney Corp | 7,506 | $352.0K | 0.01% | −663−8.1% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 7,478 | $351.0K | 0.00% | +3,653+95.5% | Added |
| US Bancorp | 7,401 | $348.0K | 0.00% | +620+9.1% | Added |
| Pitcairn Co | 7,394 | $347.0K | 0.03% | −134−1.8% | Reduced |
| SkyView Investment Advisors, LLC | 7,378 | $346.0K | 0.08% | +2,815+61.7% | Added |
| KB Financial Partners, LLC | 6,923 | $325.0K | 0.09% | +1,660+31.5% | Added |
| BTC Capital Management, Inc. | 6,709 | $315.0K | 0.03% | +582+9.5% | Added |
| Engineers Gate Manager LP | 6,691 | $314.0K | 0.01% | −38,741−85.3% | Reduced |
| Mackenzie Financial Corp | 6,620 | $311.0K | 0.00% | +183+2.8% | Added |
| Baird Financial Group, Inc. | 6,601 | $310.0K | 0.00% | −208−3.1% | Reduced |
| XTX Topco Ltd | 6,518 | $306.0K | 0.13% | +6,518 | New |
| Cetera Advisor Networks LLC | 6,366 | $299.0K | 0.00% | +828+15.0% | Added |
| Steward Partners Investment Advisory, LLC | 6,203 | $291.0K | 0.00% | +2,640+74.1% | Added |
| Riverview Capital Advisers, LLC | 5,980 | $280.8K | 0.13% | 00.0% | Unchanged |
| MML Investors Services, LLC | 5,936 | $279.0K | 0.00% | −38−0.6% | Reduced |
| Jupiter Asset Management Ltd | 5,933 | $278.0K | 0.00% | +5,933 | New |