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 |
|---|---|---|---|---|---|
| Amalgamated Bank | 9,179 | $361.0K | 0.00% | +372+4.2% | Added |
| Franklin Resources Inc | 9,259 | $364.0K | 0.00% | −5,153−35.8% | Reduced |
| DuPont Capital Management Corp | 9,334 | $367.0K | 0.02% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 9,812 | $386.0K | 0.13% | +2,889+41.7% | Added |
| New York Life Investment Management LLC | 9,933 | $391.0K | 0.00% | +9,933 | New |
| Teacher Retirement System of Texas | 9,978 | $393.0K | 0.00% | −2,589−20.6% | Reduced |
| Martingale Asset Management L P | 10,128 | $399.0K | 0.01% | −19,796−66.2% | Reduced |
| HSBC Holdings PLC | 10,031 | $399.0K | 0.00% | −7,858−43.9% | Reduced |
| Mercer Global Advisors Inc | 10,143 | $399.0K | 0.00% | +4,985+96.6% | Added |
| Schonfeld Strategic Advisors LLC | 10,257 | $404.0K | 0.00% | −9,843−49.0% | Reduced |
| Wesbanco Bank Inc | 10,289 | $405.0K | 0.02% | −19,122−65.0% | Reduced |
| WBI Investments | 10,369 | $408.0K | 0.09% | +216+2.1% | Added |
| SkyView Investment Advisors, LLC | 10,558 | $416.0K | 0.11% | +3,180+43.1% | Added |
| Sigma Planning Corp | 10,902 | $429.0K | 0.02% | −10,342−48.7% | Reduced |
| Advisory Research Inc | 11,311 | $445.0K | 0.04% | +40.0% | Added |
| AMG National Trust Bank | 11,419 | $449.0K | 0.02% | +11,419 | New |
| Handelsbanken Fonder AB | 11,751 | $462.0K | 0.00% | 00.0% | Unchanged |
| AQR Capital Management LLC | 12,344 | $486.0K | 0.00% | −47,013−79.2% | Reduced |
| First Hawaiian Bank | 12,699 | $500.0K | 0.02% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 12,850 | $506.0K | 0.00% | +2,810+28.0% | Added |
| SG Americas Securities, LLC | 12,851 | $506.0K | 0.01% | +12,851 | New |
| Naples Global Advisors, LLC | 13,171 | $518.0K | 0.07% | +608+4.8% | Added |
| State Board of Administration of Florida Retirement System | 13,343 | $525.0K | 0.00% | 00.0% | Unchanged |
| First Eagle Investment Management, LLC | 13,451 | $529.0K | 0.00% | −44,321−76.7% | Reduced |
| US Bancorp | 13,553 | $533.0K | 0.00% | +6,152+83.1% | Added |
| Susquehanna International Group, LLP | 14,131 | $556.0K | 0.00% | +9,534+207.4% | Added |
| Allianz Asset Management GmbH | 14,156 | $557.0K | 0.00% | −34,878−71.1% | Reduced |
| Advisor Group Holdings, Inc. | 14,341 | $566.0K | 0.00% | +1,072+8.1% | Added |
| Eaton Vance Management | 14,487 | $570.0K | 0.00% | −25−0.2% | Reduced |
| Campbell Newman Asset Management Inc | 14,590 | $574.0K | 0.06% | +674+4.8% | Added |
| Harbor Advisors LLC | 14,800 | $582.0K | 0.14% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 15,729 | $619.0K | 0.02% | +9,038+135.1% | Added |
| Gyon Technologies Capital Management, LP | 15,755 | $620.0K | 0.17% | +15,755 | New |
| Hennion & Walsh Asset Management, Inc. | 16,230 | $639.0K | 0.04% | +2,956+22.3% | Added |
| Bayesian Capital Management, LP | 16,415 | $646.0K | 0.12% | +16,415 | New |
| Oppenheimer Asset Management Inc. | 16,780 | $661.0K | 0.01% | +16,780 | New |
| Arizona State Retirement System | 16,925 | $666.0K | 0.01% | +445+2.7% | Added |
| Panagora Asset Management Inc | 17,258 | $679.0K | 0.00% | −70−0.4% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 18,095 | $712.0K | 0.00% | +18,095 | New |
| Hudson Value Partners, LLC | 18,570 | $731.0K | 0.46% | −20.0% | Reduced |
| HighTower Advisors, LLC | 19,112 | $749.0K | 0.00% | +1,372+7.7% | Added |
| Holocene Advisors, LP | 19,493 | $767.0K | 0.00% | +14,762+312.0% | Added |
| Foresight Wealth Management, LLC | 20,080 | $790.0K | 0.28% | +1,976+10.9% | Added |
| Cubist Systematic Strategies, LLC | 20,262 | $797.0K | 0.01% | −60,824−75.0% | Reduced |
| BNP Paribas Arbitrage, SA | 21,193 | $833.9K | 0.00% | +7,715+57.2% | Added |
| Janus Henderson Group PLC | 22,981 | $904.0K | 0.00% | +3,434+17.6% | Added |
| Voya Investment Management LLC | 23,706 | $933.0K | 0.00% | −3,717−13.6% | Reduced |
| The PNC Financial Services Group, Inc. | 23,813 | $937.0K | 0.00% | +5,335+28.9% | Added |
| CastleKnight Management LP | 24,100 | $948.0K | 0.29% | +8,400+53.5% | Added |
| Price T Rowe Associates Inc | 24,553 | $966.0K | 0.00% | +1,244+5.3% | Added |
| CWM, LLC | 25,039 | $985.0K | 0.01% | −54−0.2% | Reduced |
| Richard P Slaughter Associates Inc | 25,082 | $986.0K | 0.43% | +1,802+7.7% | Added |
| Federation des caisses Desjardins du Quebec | 27,235 | $1.07M | 0.01% | 00.0% | Unchanged |
| Versor Investments LP | 28,255 | $1.11M | 0.04% | +8,100+40.2% | Added |
| STRS Ohio | 28,500 | $1.12M | 0.01% | +700+2.5% | Added |
| Citizens Business Bank | 29,155 | $1.15M | 0.16% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 29,448 | $1.17M | 0.01% | +6,629+29.1% | Added |
| Verdence Capital Advisors LLC | 29,663 | $1.17M | 0.15% | +4,231+16.6% | Added |
| American International Group, Inc. | 30,186 | $1.19M | 0.01% | −189−0.6% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 30,265 | $1.19M | 0.02% | +12,648+71.8% | Added |
| Vestmark Advisory Solutions, Inc. | 30,539 | $1.20M | 0.07% | +5,479+21.9% | Added |
| Macquarie Group Ltd | 30,795 | $1.21M | 0.00% | +29,814+3,039.1% | Added |
| CenterBook Partners LP | 31,737 | $1.25M | 0.27% | −2,669−7.8% | Reduced |
| MetLife Investment Management | 33,540 | $1.32M | 0.01% | +1,628+5.1% | Added |
| State of Wisconsin Investment Board | 34,775 | $1.37M | 0.00% | +23,975+222.0% | Added |
| Eagle Rock Investment Company, LLC | 36,000 | $1.42M | 0.35% | +3,201+9.8% | Added |
| Duality Advisers, LP | 36,487 | $1.44M | 0.14% | +36,487 | New |
| Barclays PLC | 37,153 | $1.46M | 0.00% | −5,446−12.8% | Reduced |
| LPL Financial LLC | 38,154 | $1.50M | 0.00% | −12,456−24.6% | Reduced |
| Alps Advisors Inc | 38,474 | $1.51M | 0.01% | +38,474 | New |
| Gillson Capital LP | 40,222 | $1.58M | 0.15% | −169,335−80.8% | Reduced |
| NewEdge Wealth, LLC | 40,447 | $1.59M | 0.07% | +15,387+61.4% | Added |
| Cornerstone Investment Partners, LLC | 41,953 | $1.65M | 0.11% | +6,325+17.8% | Added |
| PEAK6 Investments LLC | 41,786 | $1.71M | 0.04% | +41,786 | New |
| Squarepoint Ops LLC | 45,711 | $1.80M | 0.02% | +45,711 | New |
| Los Angeles Capital Management LLC | 46,063 | $1.81M | 0.01% | −10,219−18.2% | Reduced |
| Aviva PLC | 46,704 | $1.84M | 0.01% | +16,718+55.8% | Added |
| First National Bank of Omaha | 47,141 | $1.85M | 0.11% | +5,178+12.3% | Added |
| Salvus Wealth Management, LLC | 48,335 | $1.90M | 1.70% | +903+1.9% | Added |
| Chevy Chase Trust Holdings, Inc. | 49,898 | $1.96M | 0.01% | −482−1.0% | Reduced |
| Park Circle Co | 50,176 | $1.97M | 1.90% | 00.0% | Unchanged |
| Credit Suisse AG | 50,541 | $1.99M | 0.00% | −6,589−11.5% | Reduced |
| Citadel Advisors LLC | 51,534 | $2.03M | 0.00% | +51,534 | New |
| State of New Jersey Common Pension Fund D | 52,727 | $2.08M | 0.01% | 00.0% | Unchanged |
| Asset Management One Co.,Ltd. | 54,880 | $2.16M | 0.01% | +20,397+59.2% | Added |
| Brinker Capital Investments, LLC | 57,173 | $2.25M | 0.04% | −2,976−4.9% | Reduced |
| Vestcor Inc | 58,725 | $2.31M | 0.09% | −44,710−43.2% | Reduced |
| Legal & General Group Plc | 59,946 | $2.36M | 0.00% | +4,151+7.4% | Added |
| Man Group plc | – | $2.57M | 0.01% | – | – |
| Mutual of America Capital Management LLC | 66,457 | $2.62M | 0.03% | −1,229−1.8% | Reduced |
| Neuberger Berman Group LLC | 68,832 | $2.71M | 0.00% | −3,460−4.8% | Reduced |
| Grandeur Peak Global Advisors, LLC | 72,190 | $2.84M | 0.18% | +55,912+343.5% | Added |
| UBS Asset Management Americas Inc | 76,400 | $3.01M | 0.00% | −11,655−13.2% | Reduced |
| New York State Common Retirement Fund | 76,620 | $3.02M | 0.00% | +2,462+3.3% | Added |
| Regions Financial Corp | 79,323 | $3.12M | 0.03% | −7,873−9.0% | Reduced |
| Natixis Advisors, L.P. | 80,051 | $3.15M | 0.01% | +19,700+32.6% | Added |
| Brandywine Global Investment Management, LLC | 80,115 | $3.15M | 0.03% | +24,050+42.9% | Added |
| California State Teachers Retirement System | 81,067 | $3.19M | 0.01% | +3,094+4.0% | Added |
| Rhumbline Advisers | 83,773 | $3.30M | 0.00% | +12,987+18.3% | Added |
| Public Employees Retirement System of Ohio | 91,019 | $3.58M | 0.02% | +6,058+7.1% | Added |