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 |
|---|---|---|---|---|---|
| Raymond James Financial Services Advisors, Inc. | 5,877 | $276.0K | 0.00% | −636−9.8% | Reduced |
| 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 |
| Snowden Capital Advisors LLC | 5,700 | $267.0K | 0.01% | +5,700 | New |
| Prudential Financial Inc | 5,612 | $263.0K | 0.00% | +220+4.1% | Added |
| Rockefeller Capital Management L.P. | 5,544 | $260.0K | 0.00% | +248+4.7% | Added |
| New York State Teachers Retirement System | 5,400 | $254.0K | 0.00% | +100+1.9% | Added |
| Capital Investment Advisory Services, LLC | 5,188 | $244.0K | 0.03% | +853+19.7% | Added |
| Mercer Global Advisors Inc | 5,158 | $242.0K | 0.00% | +519+11.2% | Added |
| Keebeck Alpha, LP | 5,019 | $236.0K | 0.07% | −287−5.4% | Reduced |
| Campion Asset Management LLC | 4,940 | $232.0K | 0.20% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 4,806 | $226.0K | 0.00% | +4,806 | New |
| Ameritas Investment Partners, Inc. | 4,797 | $225.0K | 0.01% | 00.0% | Unchanged |
| Holocene Advisors, LP | 4,731 | $222.0K | 0.00% | +4,731 | New |
| Susquehanna International Group, LLP | 4,597 | $216.0K | 0.00% | −4,119−47.3% | Reduced |
| 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 |
| Heritage Wealth Management, LLC | 4,534 | $213.0K | 0.06% | +4,534 | New |
| Belpointe Asset Management LLC | 4,389 | $207.0K | 0.01% | +66+1.5% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 4,589 | $204.0K | 0.01% | +169+3.8% | Added |
| Metropolitan Life Insurance Co | 3,718 | $174.6K | 0.01% | −11,559−75.7% | Reduced |
| State of Wyoming | 3,562 | $167.0K | 0.08% | −503−12.4% | Reduced |
| Walleye Trading LLC | 3,368 | $158.0K | 0.00% | +3,368 | New |
| City State Bank | 2,800 | $132.0K | 0.08% | +150+5.7% | Added |
| Simon Quick Advisors, LLC | 2,253 | $106.0K | 0.03% | 00.0% | Unchanged |
| Van Eck Associates Corp | 1,691 | $79.0K | 0.00% | +232+15.9% | Added |
| Evoke Wealth, LLC | 1,650 | $77.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 1,539 | $72.0K | 0.05% | +1,073+230.3% | Added |
| Umb Bank N A | 1,493 | $70.0K | 0.00% | +52+3.6% | Added |
| American Portfolios Advisors | 1,149 | $53.9K | 0.00% | −40−3.4% | Reduced |
| Lenox Wealth Advisors, LLC | 1,149 | $51.0K | 0.01% | 00.0% | Unchanged |
| Macquarie Group Ltd | 981 | $46.0K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 931 | $44.0K | 0.00% | +931 | New |
| Amundi | 846 | $40.0K | 0.00% | +846 | New |
| Wolff Wiese Magana LLC | 809 | $38.0K | 0.03% | 00.0% | Unchanged |
| 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 |
| FourThought Financial, LLC | 717 | $34.0K | 0.00% | −13−1.8% | Reduced |
| First Quadrant L P | 685 | $32.0K | 0.18% | +79+13.0% | Added |
| Kings Point Capital Management | 548 | $26.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 497 | $23.0K | 0.00% | −155−23.8% | Reduced |
| IFP Advisors, Inc | 345 | $22.0K | 0.00% | +200+137.9% | Added |
| MUFG Americas Holdings Corp | 423 | $20.0K | 0.00% | −268−38.8% | Reduced |
| Fieldpoint Private Securities, LLC | 414 | $19.0K | 0.00% | −9,312−95.7% | Reduced |
| Nomura Asset Management Co Ltd | 380 | $17.8K | 0.00% | +380 | New |
| Creative Planning | 325 | $15.0K | 0.00% | +325 | New |
| Brewin Dolphin Ltd | 255 | $12.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| TD Waterhouse Canada Inc. | 161 | $9.57K | 0.00% | +161 | New |
| Harbor Investment Advisory, LLC | 200 | $9.00K | 0.00% | 00.0% | Unchanged |
| 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 |
| Private Capital Group, LLC | 138 | $7.00K | 0.00% | +4+3.0% | Added |
| 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 |
| 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 |
| Simplex Trading, LLC | 91 | $4.00K | 0.00% | −540−85.6% | Reduced |
| Sofos Investments, Inc. | 94 | $4.00K | 0.00% | −32−25.4% | Reduced |
| 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 |
| Sound Income Strategies, LLC | 44 | $2.00K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| 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 |