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 |
|---|---|---|---|---|---|
| Fieldpoint Private Securities, LLC | 0 | $0 | 0.00% | −414−100.0% | Sold out |
| Creative Planning | 0 | $0 | 0.00% | −325−100.0% | Sold out |
| Clearstead Advisors, LLC | 0 | $0 | 0.00% | −215−100.0% | Sold out |
| Alaethes Wealth LLC | 0 | $0 | 0.00% | −211−100.0% | Sold out |
| TD Waterhouse Canada Inc. | 0 | $0 | 0.00% | −161−100.0% | Sold out |
| Harbor Investment Advisory, LLC | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Clear Street Markets LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −91−100.0% | Sold out |
| Sofos Investments, Inc. | 0 | $0 | 0.00% | −94−100.0% | Sold out |
| Huntington National Bank | 0 | $0 | 0.00% | −58−100.0% | Sold out |
| Cordant, Inc. | 0 | $0 | 0.00% | −16−100.0% | Sold out |
| Parametric Portfolio Associates LLC | – | – | – | – | Not filed |
| Amalgamated Financial Corp. | – | – | – | – | Not filed |
| IndexIQ Advisors LLC | – | – | – | – | Not filed |
| Smith Group Asset Management, LLC | – | – | – | – | Not filed |
| Lenox Wealth Advisors, LLC | – | – | – | – | Not filed |
| First Quadrant L P | – | – | – | – | Not filed |
| Kings Point Capital Management | – | – | – | – | Not filed |
| SJS Investment Consulting Inc. | – | – | – | – | Not filed |