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 |
|---|---|---|---|---|---|
| Envestnet Asset Management Inc | 95,425 | $3.75M | 0.00% | +16,976+21.6% | Added |
| Raymond James & Associates | 102,317 | $4.03M | 0.00% | −1,616−1.6% | Reduced |
| Interval Partners, LP | 112,275 | $4.42M | 0.31% | +112,275 | New |
| Verition Fund Management LLC | 112,750 | $4.44M | 0.10% | +24,593+27.9% | Added |
| Schroder Investment Management Group | 129,436 | $5.16M | 0.01% | −21,388−14.2% | Reduced |
| Stifel Financial Corp | 135,772 | $5.34M | 0.01% | +12,963+10.6% | Added |
| SEI Investments Co | 144,138 | $5.67M | 0.01% | +106,757+285.6% | Added |
| Swiss National Bank | 147,100 | $5.79M | 0.00% | +3,000+2.1% | Added |
| Advisors Asset Management, Inc. | 148,634 | $5.85M | 0.11% | +148,634 | New |
| UBS Group AG | 169,825 | $6.68M | 0.00% | −9,164−5.1% | Reduced |
| Winslow Asset Management Inc | 170,231 | $6.70M | 1.62% | +2,032+1.2% | Added |
| American Century Companies Inc | 172,479 | $6.79M | 0.01% | +109+0.1% | Added |
| Balyasny Asset Management LLC | 175,323 | $6.90M | 0.03% | +111,463+174.5% | Added |
| Deutsche Bank AG | 179,222 | $7.05M | 0.00% | −1,865−1.0% | Reduced |
| FMR LLC | 186,330 | $7.33M | 0.00% | −7,618−3.9% | Reduced |
| Royal Bank of Canada | 189,975 | $7.47M | 0.00% | +72,093+61.2% | Added |
| Wellington Management Group LLP | 196,916 | $7.75M | 0.00% | +54,406+38.2% | Added |
| First Trust Advisors LP | 205,830 | $8.10M | 0.01% | +98,843+92.4% | Added |
| First Republic Investment Management, Inc. | 256,631 | $10.1M | 0.03% | +28,293+12.4% | Added |
| Invesco Ltd. | 259,531 | $10.2M | 0.00% | +6,470+2.6% | Added |
| Principal Financial Group Inc | 267,519 | $10.5M | 0.01% | −11,804−4.2% | Reduced |
| Jennison Associates LLC | 270,892 | $10.7M | 0.01% | +6,902+2.6% | Added |
| Nuveen Asset Management, LLC | 283,464 | $11.2M | 0.00% | −23,630−7.7% | Reduced |
| Tributary Capital Management, LLC | 388,133 | $15.3M | 1.52% | +35,460+10.1% | Added |
| Goldman Sachs Group Inc | 414,155 | $16.3M | 0.00% | −98,505−19.2% | Reduced |
| Renaissance Technologies LLC | 414,244 | $16.3M | 0.02% | +338,700+448.3% | Added |
| Adirondack Retirement Specialists, Inc. | 423,639 | $16.5M | 16.83% | +235,031+124.6% | Added |
| Capital Management Corp | 440,765 | $17.3M | 4.29% | +69,673+18.8% | Added |
| Manufacturers Life Insurance Company, The | 441,254 | $17.4M | 0.01% | +1,420+0.3% | Added |
| Vaughan Nelson Investment Management, L.P. | 477,352 | $18.8M | 0.25% | +82,395+20.9% | Added |
| Bank of America Corp | 523,788 | $20.6M | 0.00% | −25,194−4.6% | Reduced |
| Bank of New York Mellon Corp | 555,685 | $21.9M | 0.00% | −496−0.1% | Reduced |
| Norges Bank | 573,818 | $22.6M | 0.01% | −10,536−1.8% | Reduced |
| Charles Schwab Investment Management Inc | 613,334 | $24.1M | 0.01% | +11,352+1.9% | Added |
| Bamco Inc | 618,412 | $24.3M | 0.08% | −168,439−21.4% | Reduced |
| Royce & Associates LP | 621,171 | $24.4M | 0.25% | +52,124+9.2% | Added |
| Northern Trust Corp | 625,490 | $24.6M | 0.01% | +20,055+3.3% | Added |
| Lord, Abbett & Co. LLC | 641,115 | $25.2M | 0.09% | +15,588+2.5% | Added |
| Ameriprise Financial Inc | 651,897 | $25.7M | 0.01% | −68,630−9.5% | Reduced |
| Morgan Stanley | 656,869 | $25.8M | 0.00% | +324,319+97.5% | Added |
| Emerald Mutual Fund Advisers Trust | 692,326 | $27.2M | 1.58% | 00.0% | Unchanged |
| Capital World Investors | 719,000 | $28.3M | 0.01% | 00.0% | Unchanged |
| Madison Asset Management, LLC | 773,185 | $30.4M | 0.47% | +354,484+84.7% | Added |
| Emerald Advisers, LLC | 777,105 | $30.6M | 1.57% | −58,910−7.0% | Reduced |
| Wells Fargo & Company | 888,195 | $35.0M | 0.01% | −50,421−5.4% | Reduced |
| Dimensional Fund Advisors LP | 1,008,641 | $39.7M | 0.01% | +40,121+4.1% | Added |
| Geode Capital Management, LLC | 1,240,929 | $48.8M | 0.01% | +154,103+14.2% | Added |
| State Street Corp | 1,319,262 | $51.9M | 0.00% | +15,403+1.2% | Added |
| Heard Capital LLC | 1,390,860 | $54.7M | 6.07% | +2,000+0.1% | Added |
| Federated Hermes, Inc. | 1,403,729 | $55.2M | 0.15% | −120,135−7.9% | Reduced |
| Artisan Partners Limited Partnership | 1,472,184 | $57.9M | 0.10% | −25,086−1.7% | Reduced |
| Westwood Holdings Group Inc. | 1,627,866 | $64.1M | 0.70% | +3920.0% | Added |
| Wasatch Advisors Inc | 2,254,744 | $88.7M | 0.56% | +1,229,346+119.9% | Added |
| Timucuan Asset Management Inc | 2,384,173 | $93.8M | 4.36% | +86,442+3.8% | Added |
| JPMorgan Chase & Co | 2,518,106 | $99.1M | 0.01% | +163,205+6.9% | Added |
| Alliancebernstein L.P. | 2,886,317 | $113.6M | 0.05% | −111,061−3.7% | Reduced |
| London Co of Virginia | 3,349,301 | $131.8M | 0.81% | −45,402−1.3% | Reduced |
| BlackRock Inc. | 5,507,874 | $216.7M | 0.01% | +715,870+14.9% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 6,135,784 | $241.4M | 0.76% | +757,607+14.1% | Added |
| Vanguard Group Inc | 6,588,055 | $259.2M | 0.01% | −57,087−0.9% | Reduced |
| Jacobs Levy Equity Management, Inc | 0 | $0 | 0.00% | −473,856−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −172,628−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −134,103−100.0% | Sold out |
| ClariVest Asset Management LLC | 0 | $0 | 0.00% | −74,675−100.0% | Sold out |
| Meritage Portfolio Management | 0 | $0 | 0.00% | −70,546−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −65,429−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −54,525−100.0% | Sold out |
| Zacks Investment Management | 0 | $0 | 0.00% | −44,232−100.0% | Sold out |
| Robeco Institutional Asset Management B.V. | 0 | $0 | 0.00% | −39,214−100.0% | Sold out |
| O'Shares Investment Advisers, LLC | 0 | $0 | 0.00% | −36,514−100.0% | Sold out |
| AlphaCrest Capital Management LLC | 0 | $0 | 0.00% | −35,722−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −31,586−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −24,802−100.0% | Sold out |
| Kingsview Wealth Management, LLC | 0 | $0 | 0.00% | −24,592−100.0% | Sold out |
| Cornercap Investment Counsel Inc | 0 | $0 | 0.00% | −21,034−100.0% | Sold out |
| Convergence Investment Partners, LLC | 0 | $0 | 0.00% | −20,148−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −19,952−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −11,432−100.0% | Sold out |
| GWM Advisors LLC | 0 | $0 | 0.00% | −11,169−100.0% | Sold out |
| Putnam Investments LLC | 0 | $0 | 0.00% | −9,767−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −8,732−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −7,945−100.0% | Sold out |
| Mackenzie Financial Corp | 0 | $0 | 0.00% | −6,620−100.0% | Sold out |
| Baird Financial Group, Inc. | 0 | $0 | 0.00% | −6,601−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −6,518−100.0% | Sold out |
| Cetera Advisor Networks LLC | 0 | $0 | 0.00% | −6,366−100.0% | Sold out |
| Jupiter Asset Management Ltd | 0 | $0 | 0.00% | −5,933−100.0% | Sold out |
| Raymond James Financial Services Advisors, Inc. | 0 | $0 | 0.00% | −5,877−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −5,720−100.0% | Sold out |
| Keebeck Alpha, LP | 0 | $0 | 0.00% | −5,019−100.0% | Sold out |
| Campion Asset Management LLC | 0 | $0 | 0.00% | −4,940−100.0% | Sold out |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −4,806−100.0% | Sold out |
| United Capital Financial Advisers, LLC | 0 | $0 | 0.00% | −4,570−100.0% | Sold out |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −4,389−100.0% | Sold out |
| Wilbanks Smith & Thomas Asset Management LLC | 0 | $0 | 0.00% | −4,589−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −3,368−100.0% | Sold out |
| Simon Quick Advisors, LLC | 0 | $0 | 0.00% | −2,253−100.0% | Sold out |
| Van Eck Associates Corp | 0 | $0 | 0.00% | −1,691−100.0% | Sold out |
| Mondrian Investment Partners LTD | 0 | $0 | 0.00% | −752−100.0% | Sold out |
| MUFG Americas Holdings Corp | 0 | $0 | 0.00% | −423−100.0% | Sold out |