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, Q2 2022
Institutional positions in Moelis & Co as of Jun 30, 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
- 260
- −13 vs. Q1 2022
- Shares held
- 61.5M
- +3.03M (+5.2%) vs. Q1 2022
- Total value
- $2.42B
- −$333.6M (−12.1%) vs. Q1 2022
- New holders
- 38
- 101 more added
- Sold out
- 51
- 86 more reduced
8 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2022: 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, Q2 2022
Shares, value and share of portfolio for each institution holding Moelis & Co; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 6,588,055 | $259.2M | 0.01% | −57,087−0.9% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 6,135,784 | $241.4M | 0.76% | +757,607+14.1% | Added |
| BlackRock Inc. | 5,507,874 | $216.7M | 0.01% | +715,870+14.9% | Added |
| London Co of Virginia | 3,349,301 | $131.8M | 0.81% | −45,402−1.3% | Reduced |
| Alliancebernstein L.P. | 2,886,317 | $113.6M | 0.05% | −111,061−3.7% | Reduced |
| JPMorgan Chase & Co | 2,518,106 | $99.1M | 0.01% | +163,205+6.9% | Added |
| Timucuan Asset Management Inc | 2,384,173 | $93.8M | 4.36% | +86,442+3.8% | Added |
| Wasatch Advisors Inc | 2,254,744 | $88.7M | 0.56% | +1,229,346+119.9% | Added |
| Westwood Holdings Group Inc. | 1,627,866 | $64.1M | 0.70% | +3920.0% | Added |
| Artisan Partners Limited Partnership | 1,472,184 | $57.9M | 0.10% | −25,086−1.7% | Reduced |
| Federated Hermes, Inc. | 1,403,729 | $55.2M | 0.15% | −120,135−7.9% | Reduced |
| Heard Capital LLC | 1,390,860 | $54.7M | 6.07% | +2,000+0.1% | Added |
| State Street Corp | 1,319,262 | $51.9M | 0.00% | +15,403+1.2% | Added |
| Geode Capital Management, LLC | 1,240,929 | $48.8M | 0.01% | +154,103+14.2% | Added |
| Dimensional Fund Advisors LP | 1,008,641 | $39.7M | 0.01% | +40,121+4.1% | Added |
| Wells Fargo & Company | 888,195 | $35.0M | 0.01% | −50,421−5.4% | Reduced |
| Emerald Advisers, LLC | 777,105 | $30.6M | 1.57% | −58,910−7.0% | Reduced |
| Madison Asset Management, LLC | 773,185 | $30.4M | 0.47% | +354,484+84.7% | Added |
| Capital World Investors | 719,000 | $28.3M | 0.01% | 00.0% | Unchanged |
| Emerald Mutual Fund Advisers Trust | 692,326 | $27.2M | 1.58% | 00.0% | Unchanged |
| Morgan Stanley | 656,869 | $25.8M | 0.00% | +324,319+97.5% | Added |
| Ameriprise Financial Inc | 651,897 | $25.7M | 0.01% | −68,630−9.5% | Reduced |
| Lord, Abbett & Co. LLC | 641,115 | $25.2M | 0.09% | +15,588+2.5% | Added |
| Northern Trust Corp | 625,490 | $24.6M | 0.01% | +20,055+3.3% | Added |
| Royce & Associates LP | 621,171 | $24.4M | 0.25% | +52,124+9.2% | Added |
| Bamco Inc | 618,412 | $24.3M | 0.08% | −168,439−21.4% | Reduced |
| Charles Schwab Investment Management Inc | 613,334 | $24.1M | 0.01% | +11,352+1.9% | Added |
| Norges Bank | 573,818 | $22.6M | 0.01% | −10,536−1.8% | Reduced |
| Bank of New York Mellon Corp | 555,685 | $21.9M | 0.00% | −496−0.1% | Reduced |
| Bank of America Corp | 523,788 | $20.6M | 0.00% | −25,194−4.6% | Reduced |
| Vaughan Nelson Investment Management, L.P. | 477,352 | $18.8M | 0.25% | +82,395+20.9% | Added |
| Manufacturers Life Insurance Company, The | 441,254 | $17.4M | 0.01% | +1,420+0.3% | Added |
| Capital Management Corp | 440,765 | $17.3M | 4.29% | +69,673+18.8% | Added |
| Adirondack Retirement Specialists, Inc. | 423,639 | $16.5M | 16.83% | +235,031+124.6% | Added |
| Renaissance Technologies LLC | 414,244 | $16.3M | 0.02% | +338,700+448.3% | Added |
| Goldman Sachs Group Inc | 414,155 | $16.3M | 0.00% | −98,505−19.2% | Reduced |
| Tributary Capital Management, LLC | 388,133 | $15.3M | 1.52% | +35,460+10.1% | Added |
| Nuveen Asset Management, LLC | 283,464 | $11.2M | 0.00% | −23,630−7.7% | Reduced |
| Jennison Associates LLC | 270,892 | $10.7M | 0.01% | +6,902+2.6% | Added |
| Principal Financial Group Inc | 267,519 | $10.5M | 0.01% | −11,804−4.2% | Reduced |
| Invesco Ltd. | 259,531 | $10.2M | 0.00% | +6,470+2.6% | Added |
| First Republic Investment Management, Inc. | 256,631 | $10.1M | 0.03% | +28,293+12.4% | Added |
| First Trust Advisors LP | 205,830 | $8.10M | 0.01% | +98,843+92.4% | Added |
| Wellington Management Group LLP | 196,916 | $7.75M | 0.00% | +54,406+38.2% | Added |
| Royal Bank of Canada | 189,975 | $7.47M | 0.00% | +72,093+61.2% | Added |
| FMR LLC | 186,330 | $7.33M | 0.00% | −7,618−3.9% | Reduced |
| Deutsche Bank AG | 179,222 | $7.05M | 0.00% | −1,865−1.0% | Reduced |
| Balyasny Asset Management LLC | 175,323 | $6.90M | 0.03% | +111,463+174.5% | Added |
| American Century Companies Inc | 172,479 | $6.79M | 0.01% | +109+0.1% | Added |
| Winslow Asset Management Inc | 170,231 | $6.70M | 1.62% | +2,032+1.2% | Added |
| UBS Group AG | 169,825 | $6.68M | 0.00% | −9,164−5.1% | Reduced |
| Advisors Asset Management, Inc. | 148,634 | $5.85M | 0.11% | +148,634 | New |
| Swiss National Bank | 147,100 | $5.79M | 0.00% | +3,000+2.1% | Added |
| SEI Investments Co | 144,138 | $5.67M | 0.01% | +106,757+285.6% | Added |
| Stifel Financial Corp | 135,772 | $5.34M | 0.01% | +12,963+10.6% | Added |
| Schroder Investment Management Group | 129,436 | $5.16M | 0.01% | −21,388−14.2% | Reduced |
| Verition Fund Management LLC | 112,750 | $4.44M | 0.10% | +24,593+27.9% | Added |
| Interval Partners, LP | 112,275 | $4.42M | 0.31% | +112,275 | New |
| Raymond James & Associates | 102,317 | $4.03M | 0.00% | −1,616−1.6% | Reduced |
| Envestnet Asset Management Inc | 95,425 | $3.75M | 0.00% | +16,976+21.6% | Added |
| Public Employees Retirement System of Ohio | 91,019 | $3.58M | 0.02% | +6,058+7.1% | Added |
| Rhumbline Advisers | 83,773 | $3.30M | 0.00% | +12,987+18.3% | Added |
| California State Teachers Retirement System | 81,067 | $3.19M | 0.01% | +3,094+4.0% | Added |
| Brandywine Global Investment Management, LLC | 80,115 | $3.15M | 0.03% | +24,050+42.9% | Added |
| Natixis Advisors, L.P. | 80,051 | $3.15M | 0.01% | +19,700+32.6% | Added |
| Regions Financial Corp | 79,323 | $3.12M | 0.03% | −7,873−9.0% | Reduced |
| New York State Common Retirement Fund | 76,620 | $3.02M | 0.00% | +2,462+3.3% | Added |
| UBS Asset Management Americas Inc | 76,400 | $3.01M | 0.00% | −11,655−13.2% | Reduced |
| Grandeur Peak Global Advisors, LLC | 72,190 | $2.84M | 0.18% | +55,912+343.5% | Added |
| Neuberger Berman Group LLC | 68,832 | $2.71M | 0.00% | −3,460−4.8% | Reduced |
| Mutual of America Capital Management LLC | 66,457 | $2.62M | 0.03% | −1,229−1.8% | Reduced |
| Man Group plc | – | $2.57M | 0.01% | – | – |
| Legal & General Group Plc | 59,946 | $2.36M | 0.00% | +4,151+7.4% | Added |
| Vestcor Inc | 58,725 | $2.31M | 0.09% | −44,710−43.2% | Reduced |
| Brinker Capital Investments, LLC | 57,173 | $2.25M | 0.04% | −2,976−4.9% | Reduced |
| Asset Management One Co.,Ltd. | 54,880 | $2.16M | 0.01% | +20,397+59.2% | Added |
| State of New Jersey Common Pension Fund D | 52,727 | $2.08M | 0.01% | 00.0% | Unchanged |
| Citadel Advisors LLC | 51,534 | $2.03M | 0.00% | +51,534 | New |
| Credit Suisse AG | 50,541 | $1.99M | 0.00% | −6,589−11.5% | Reduced |
| Park Circle Co | 50,176 | $1.97M | 1.90% | 00.0% | Unchanged |
| Chevy Chase Trust Holdings, Inc. | 49,898 | $1.96M | 0.01% | −482−1.0% | Reduced |
| Salvus Wealth Management, LLC | 48,335 | $1.90M | 1.70% | +903+1.9% | Added |
| First National Bank of Omaha | 47,141 | $1.85M | 0.11% | +5,178+12.3% | Added |
| Aviva PLC | 46,704 | $1.84M | 0.01% | +16,718+55.8% | Added |
| Los Angeles Capital Management LLC | 46,063 | $1.81M | 0.01% | −10,219−18.2% | Reduced |
| Squarepoint Ops LLC | 45,711 | $1.80M | 0.02% | +45,711 | New |
| PEAK6 Investments LLC | 41,786 | $1.71M | 0.04% | +41,786 | New |
| Cornerstone Investment Partners, LLC | 41,953 | $1.65M | 0.11% | +6,325+17.8% | Added |
| NewEdge Wealth, LLC | 40,447 | $1.59M | 0.07% | +15,387+61.4% | Added |
| Gillson Capital LP | 40,222 | $1.58M | 0.15% | −169,335−80.8% | Reduced |
| Alps Advisors Inc | 38,474 | $1.51M | 0.01% | +38,474 | New |
| LPL Financial LLC | 38,154 | $1.50M | 0.00% | −12,456−24.6% | Reduced |
| Barclays PLC | 37,153 | $1.46M | 0.00% | −5,446−12.8% | Reduced |
| Duality Advisers, LP | 36,487 | $1.44M | 0.14% | +36,487 | New |
| Eagle Rock Investment Company, LLC | 36,000 | $1.42M | 0.35% | +3,201+9.8% | Added |
| State of Wisconsin Investment Board | 34,775 | $1.37M | 0.00% | +23,975+222.0% | Added |
| MetLife Investment Management | 33,540 | $1.32M | 0.01% | +1,628+5.1% | Added |
| CenterBook Partners LP | 31,737 | $1.25M | 0.27% | −2,669−7.8% | Reduced |
| Macquarie Group Ltd | 30,795 | $1.21M | 0.00% | +29,814+3,039.1% | Added |
| Vestmark Advisory Solutions, Inc. | 30,539 | $1.20M | 0.07% | +5,479+21.9% | Added |