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 |
|---|---|---|---|---|---|
| Glassman Wealth Services | 3 | $0 | 0.00% | −22−88.0% | Reduced |
| Assetmark, Inc | 2 | $0 | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 9 | $0 | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 7 | $0 | 0.00% | −2−22.2% | Reduced |
| Allworth Financial LP | 11 | $0 | 0.00% | +11 | New |
| Versant Capital Management, Inc | 12 | $0 | 0.00% | +12 | New |
| Steward Financial Group LLC | 5 | $0 | 0.00% | +5 | New |
| Washington Trust Co | 29 | $1.00K | 0.00% | −2−6.5% | Reduced |
| 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 | 14 | $1.00K | 0.00% | −14−50.0% | Reduced |
| Schubert & Co | 21 | $1.00K | 0.00% | +13+162.5% | Added |
| BerganKDV Wealth Management, LLC | 56 | $2.00K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 54 | $2.00K | 0.00% | +1+1.9% | Added |
| Sound Income Strategies, LLC | 44 | $2.00K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 100 | $4.00K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 92 | $4.00K | 0.00% | −5−5.2% | Reduced |
| Horan Securities, Inc. | 100 | $4.00K | 0.00% | +100 | New |
| Private Capital Group, LLC | 134 | $5.00K | 0.00% | −4−2.9% | Reduced |
| Timber Creek Capital Management LLC | 140 | $5.00K | 0.00% | 00.0% | Unchanged |
| Cordasco Financial Network | 135 | $5.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 115 | $5.00K | 0.00% | +115 | New |
| Bramshill Investments, LLC | 190 | $7.00K | 0.00% | −20,750−99.1% | Reduced |
| Lindbrook Capital, LLC | 176 | $7.00K | 0.00% | −41−18.9% | Reduced |
| Howe & Rusling Inc | 170 | $7.00K | 0.00% | −10−5.6% | Reduced |
| Prospera Financial Services Inc | 173 | $7.00K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 201 | $8.00K | 0.00% | −14−6.5% | Reduced |
| Better Money Decisions, LLC | 207 | $8.00K | 0.01% | +207 | New |
| Bartlett & Co. LLC | 237 | $9.00K | 0.00% | +237 | New |
| Quadrant Capital Group LLC | 232 | $9.00K | 0.00% | +232 | New |
| Bartlett & Co. Wealth Management LLC | 237 | $9.33K | 0.00% | +237 | New |
| Brewin Dolphin Ltd | 255 | $10.0K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 334 | $13.0K | 0.00% | −94,455−99.6% | Reduced |
| IFP Advisors, Inc | 200 | $13.0K | 0.00% | −145−42.0% | Reduced |
| Signaturefd, LLC | 347 | $14.0K | 0.00% | +210+153.3% | Added |
| Nomura Asset Management Co Ltd | 380 | $15.0K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 421 | $17.0K | 0.01% | −3,141−88.2% | Reduced |
| National Bank of Canada | 444 | $17.0K | 0.00% | +266+149.4% | Added |
| American Portfolios Advisors | 500 | $19.7K | 0.00% | −649−56.5% | Reduced |
| Castle Wealth Management LLC | 513 | $20.0K | 0.01% | +513 | New |
| Eagle Bay Advisors LLC | 562 | $22.1K | 0.01% | +562 | New |
| Venture Visionary Partners LLC | 608 | $23.9K | 0.00% | +608 | New |
| Private Trust Co NA | 617 | $24.0K | 0.00% | +617 | New |
| FourThought Financial, LLC | 717 | $28.0K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 809 | $32.0K | 0.02% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 805 | $32.0K | 0.00% | +60+8.1% | Added |
| Amundi | 846 | $33.0K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 931 | $37.0K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 1,049 | $40.0K | 0.00% | +1,049 | New |
| City State Bank | 1,200 | $47.0K | 0.03% | −1,600−57.1% | Reduced |
| Umb Bank N A | 1,493 | $58.0K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 1,650 | $65.0K | 0.00% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 2,000 | $79.0K | 0.03% | +2,000 | New |
| Covestor Ltd | 2,133 | $84.0K | 0.07% | +594+38.6% | Added |
| Tower Research Capital LLC (TRC) | 2,178 | $86.0K | 0.00% | +1,681+338.2% | Added |
| EverSource Wealth Advisors, LLC | 2,315 | $91.0K | 0.02% | +2,315 | New |
| Allspring Global Investments Holdings, LLC | 2,500 | $98.0K | 0.00% | −29,993−92.3% | Reduced |
| Globeflex Capital L P | 2,674 | $105.0K | 0.03% | −5,964−69.0% | Reduced |
| Metropolitan Life Insurance Co | 3,893 | $153.2K | 0.01% | +175+4.7% | Added |
| CX Institutional | 4,151 | $164.0K | 0.01% | +4,151 | New |
| Rockefeller Capital Management L.P. | 4,700 | $184.0K | 0.00% | −844−15.2% | Reduced |
| Ameritas Investment Partners, Inc. | 4,797 | $188.0K | 0.01% | 00.0% | Unchanged |
| DGS Capital Management, LLC | 5,186 | $204.0K | 0.16% | +5,186 | New |
| O'Rourke & Company, Inc | 5,215 | $205.0K | 0.17% | +646+14.1% | Added |
| New York State Teachers Retirement System | 5,400 | $212.0K | 0.00% | 00.0% | Unchanged |
| Caxton Associates LP | 5,523 | $217.0K | 0.03% | −17,070−75.6% | Reduced |
| Cantor Fitzgerald, L. P. | 5,725 | $225.0K | 0.00% | +5,725 | New |
| Jefferies Group LLC | 5,754 | $226.4K | 0.01% | +5,754 | New |
| Heritage Wealth Management, LLC | 5,816 | $228.9K | 0.08% | +1,282+28.3% | Added |
| Meeder Asset Management Inc | 5,818 | $229.0K | 0.01% | −3,904−40.2% | Reduced |
| Snowden Capital Advisors LLC | 5,827 | $229.0K | 0.01% | +127+2.2% | Added |
| JustInvest LLC | 5,865 | $231.0K | 0.01% | +5,865 | New |
| Prudential Financial Inc | 5,822 | $232.0K | 0.00% | +210+3.7% | Added |
| Riverview Capital Advisers, LLC | 5,980 | $235.3K | 0.13% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 6,057 | $238.0K | 0.00% | −146−2.4% | Reduced |
| D.A. Davidson & Co. | 6,263 | $246.0K | 0.00% | +1,681+36.7% | Added |
| Capital Investment Advisory Services, LLC | 6,343 | $250.0K | 0.03% | +1,155+22.3% | Added |
| Chicago Partners Investment Group LLC | 5,368 | $250.0K | 0.02% | +5,368 | New |
| Cambridge Investment Research Advisors, Inc. | 6,367 | $251.0K | 0.00% | −1,111−14.9% | Reduced |
| BTC Capital Management, Inc. | 6,398 | $257.0K | 0.03% | −311−4.6% | Reduced |
| MML Investors Services, LLC | 6,703 | $264.0K | 0.00% | +767+12.9% | Added |
| Curated Wealth Partners LLC | 6,798 | $268.0K | 0.08% | −401−5.6% | Reduced |
| D. E. Shaw & Co., Inc. | 6,916 | $272.0K | 0.00% | −9,642−58.2% | Reduced |
| Pitcairn Co | 7,143 | $281.0K | 0.03% | −251−3.4% | Reduced |
| Hancock Whitney Corp | 7,235 | $285.0K | 0.01% | −271−3.6% | Reduced |
| ProShare Advisors LLC | 7,245 | $286.0K | 0.00% | −4,226−36.8% | Reduced |
| Citigroup Inc | 7,339 | $289.0K | 0.00% | −11,486−61.0% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 7,410 | $292.0K | 0.00% | −735−9.0% | Reduced |
| Capital Impact Advisors, LLC | 7,524 | $296.0K | 0.27% | −1,367−15.4% | Reduced |
| Public Employees Retirement Association of Colorado | 7,648 | $301.0K | 0.00% | 00.0% | Unchanged |
| Great West Life Assurance Co | 7,677 | $302.0K | 0.00% | −521−6.4% | Reduced |
| Shell Asset Management Co | 7,882 | $310.0K | 0.01% | +9+0.1% | Added |
| Psagot Value Holdings Ltd. / (Israel) | 8,000 | $315.0K | 0.07% | −4,457−35.8% | Reduced |
| Quantum Private Wealth, LLC | 8,071 | $317.0K | 0.19% | 00.0% | Unchanged |
| Peak Financial Advisors LLC | 8,157 | $321.0K | 0.32% | −2,659−24.6% | Reduced |
| O'Shaughnessy Asset Management, LLC | 8,206 | $323.0K | 0.01% | −1,006−10.9% | Reduced |
| Jane Street Group, LLC | 8,452 | $333.0K | 0.00% | +8,452 | New |
| Two Sigma Advisers, LP | 8,800 | $346.0K | 0.00% | −7,000−44.3% | Reduced |
| Captrust Financial Advisors | 9,050 | $356.0K | 0.00% | +327+3.7% | Added |
| Alberta Investment Management Corp | 9,158 | $360.0K | 0.00% | +9,158 | New |