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 |
|---|---|---|---|---|---|
| B. Metzler seel. Sohn & Co. AG | 30,265 | $1.19M | 0.02% | +12,648+71.8% | Added |
| American International Group, Inc. | 30,186 | $1.19M | 0.01% | −189−0.6% | Reduced |
| Verdence Capital Advisors LLC | 29,663 | $1.17M | 0.15% | +4,231+16.6% | Added |
| Janney Montgomery Scott LLC | 29,448 | $1.17M | 0.01% | +6,629+29.1% | Added |
| Citizens Business Bank | 29,155 | $1.15M | 0.16% | 00.0% | Unchanged |
| STRS Ohio | 28,500 | $1.12M | 0.01% | +700+2.5% | Added |
| Versor Investments LP | 28,255 | $1.11M | 0.04% | +8,100+40.2% | Added |
| Federation des caisses Desjardins du Quebec | 27,235 | $1.07M | 0.01% | 00.0% | Unchanged |
| Richard P Slaughter Associates Inc | 25,082 | $986.0K | 0.43% | +1,802+7.7% | Added |
| CWM, LLC | 25,039 | $985.0K | 0.01% | −54−0.2% | Reduced |
| Price T Rowe Associates Inc | 24,553 | $966.0K | 0.00% | +1,244+5.3% | Added |
| CastleKnight Management LP | 24,100 | $948.0K | 0.29% | +8,400+53.5% | Added |
| The PNC Financial Services Group, Inc. | 23,813 | $937.0K | 0.00% | +5,335+28.9% | Added |
| Voya Investment Management LLC | 23,706 | $933.0K | 0.00% | −3,717−13.6% | Reduced |
| Janus Henderson Group PLC | 22,981 | $904.0K | 0.00% | +3,434+17.6% | Added |
| BNP Paribas Arbitrage, SA | 21,193 | $833.9K | 0.00% | +7,715+57.2% | Added |
| Cubist Systematic Strategies, LLC | 20,262 | $797.0K | 0.01% | −60,824−75.0% | Reduced |
| Foresight Wealth Management, LLC | 20,080 | $790.0K | 0.28% | +1,976+10.9% | Added |
| Holocene Advisors, LP | 19,493 | $767.0K | 0.00% | +14,762+312.0% | Added |
| HighTower Advisors, LLC | 19,112 | $749.0K | 0.00% | +1,372+7.7% | Added |
| Hudson Value Partners, LLC | 18,570 | $731.0K | 0.46% | −20.0% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 18,095 | $712.0K | 0.00% | +18,095 | New |
| Panagora Asset Management Inc | 17,258 | $679.0K | 0.00% | −70−0.4% | Reduced |
| Arizona State Retirement System | 16,925 | $666.0K | 0.01% | +445+2.7% | Added |
| Oppenheimer Asset Management Inc. | 16,780 | $661.0K | 0.01% | +16,780 | New |
| Bayesian Capital Management, LP | 16,415 | $646.0K | 0.12% | +16,415 | New |
| Hennion & Walsh Asset Management, Inc. | 16,230 | $639.0K | 0.04% | +2,956+22.3% | Added |
| Gyon Technologies Capital Management, LP | 15,755 | $620.0K | 0.17% | +15,755 | New |
| Engineers Gate Manager LP | 15,729 | $619.0K | 0.02% | +9,038+135.1% | Added |
| Harbor Advisors LLC | 14,800 | $582.0K | 0.14% | 00.0% | Unchanged |
| Campbell Newman Asset Management Inc | 14,590 | $574.0K | 0.06% | +674+4.8% | Added |
| Eaton Vance Management | 14,487 | $570.0K | 0.00% | −25−0.2% | Reduced |
| Advisor Group Holdings, Inc. | 14,341 | $566.0K | 0.00% | +1,072+8.1% | Added |
| Allianz Asset Management GmbH | 14,156 | $557.0K | 0.00% | −34,878−71.1% | Reduced |
| Susquehanna International Group, LLP | 14,131 | $556.0K | 0.00% | +9,534+207.4% | Added |
| US Bancorp | 13,553 | $533.0K | 0.00% | +6,152+83.1% | Added |
| First Eagle Investment Management, LLC | 13,451 | $529.0K | 0.00% | −44,321−76.7% | Reduced |
| State Board of Administration of Florida Retirement System | 13,343 | $525.0K | 0.00% | 00.0% | Unchanged |
| Naples Global Advisors, LLC | 13,171 | $518.0K | 0.07% | +608+4.8% | Added |
| 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 |
| First Hawaiian Bank | 12,699 | $500.0K | 0.02% | 00.0% | Unchanged |
| AQR Capital Management LLC | 12,344 | $486.0K | 0.00% | −47,013−79.2% | Reduced |
| Handelsbanken Fonder AB | 11,751 | $462.0K | 0.00% | 00.0% | Unchanged |
| AMG National Trust Bank | 11,419 | $449.0K | 0.02% | +11,419 | New |
| Advisory Research Inc | 11,311 | $445.0K | 0.04% | +40.0% | Added |
| Sigma Planning Corp | 10,902 | $429.0K | 0.02% | −10,342−48.7% | Reduced |
| SkyView Investment Advisors, LLC | 10,558 | $416.0K | 0.11% | +3,180+43.1% | Added |
| WBI Investments | 10,369 | $408.0K | 0.09% | +216+2.1% | Added |
| Wesbanco Bank Inc | 10,289 | $405.0K | 0.02% | −19,122−65.0% | Reduced |
| Schonfeld Strategic Advisors LLC | 10,257 | $404.0K | 0.00% | −9,843−49.0% | 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 |
| Teacher Retirement System of Texas | 9,978 | $393.0K | 0.00% | −2,589−20.6% | Reduced |
| New York Life Investment Management LLC | 9,933 | $391.0K | 0.00% | +9,933 | New |
| KB Financial Partners, LLC | 9,812 | $386.0K | 0.13% | +2,889+41.7% | Added |
| DuPont Capital Management Corp | 9,334 | $367.0K | 0.02% | 00.0% | Unchanged |
| Franklin Resources Inc | 9,259 | $364.0K | 0.00% | −5,153−35.8% | Reduced |
| Amalgamated Bank | 9,179 | $361.0K | 0.00% | +372+4.2% | Added |
| Alberta Investment Management Corp | 9,158 | $360.0K | 0.00% | +9,158 | New |
| Captrust Financial Advisors | 9,050 | $356.0K | 0.00% | +327+3.7% | Added |
| Two Sigma Advisers, LP | 8,800 | $346.0K | 0.00% | −7,000−44.3% | Reduced |
| Jane Street Group, LLC | 8,452 | $333.0K | 0.00% | +8,452 | New |
| O'Shaughnessy Asset Management, LLC | 8,206 | $323.0K | 0.01% | −1,006−10.9% | Reduced |
| Peak Financial Advisors LLC | 8,157 | $321.0K | 0.32% | −2,659−24.6% | Reduced |
| Quantum Private Wealth, LLC | 8,071 | $317.0K | 0.19% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 8,000 | $315.0K | 0.07% | −4,457−35.8% | Reduced |
| Shell Asset Management Co | 7,882 | $310.0K | 0.01% | +9+0.1% | Added |
| Great West Life Assurance Co | 7,677 | $302.0K | 0.00% | −521−6.4% | Reduced |
| Public Employees Retirement Association of Colorado | 7,648 | $301.0K | 0.00% | 00.0% | Unchanged |
| Capital Impact Advisors, LLC | 7,524 | $296.0K | 0.27% | −1,367−15.4% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 7,410 | $292.0K | 0.00% | −735−9.0% | Reduced |
| Citigroup Inc | 7,339 | $289.0K | 0.00% | −11,486−61.0% | Reduced |
| ProShare Advisors LLC | 7,245 | $286.0K | 0.00% | −4,226−36.8% | Reduced |
| Hancock Whitney Corp | 7,235 | $285.0K | 0.01% | −271−3.6% | Reduced |
| Pitcairn Co | 7,143 | $281.0K | 0.03% | −251−3.4% | Reduced |
| D. E. Shaw & Co., Inc. | 6,916 | $272.0K | 0.00% | −9,642−58.2% | Reduced |
| Curated Wealth Partners LLC | 6,798 | $268.0K | 0.08% | −401−5.6% | Reduced |
| MML Investors Services, LLC | 6,703 | $264.0K | 0.00% | +767+12.9% | Added |
| BTC Capital Management, Inc. | 6,398 | $257.0K | 0.03% | −311−4.6% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 6,367 | $251.0K | 0.00% | −1,111−14.9% | Reduced |
| 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 |
| D.A. Davidson & Co. | 6,263 | $246.0K | 0.00% | +1,681+36.7% | Added |
| Steward Partners Investment Advisory, LLC | 6,057 | $238.0K | 0.00% | −146−2.4% | Reduced |
| Riverview Capital Advisers, LLC | 5,980 | $235.3K | 0.13% | 00.0% | Unchanged |
| Prudential Financial Inc | 5,822 | $232.0K | 0.00% | +210+3.7% | Added |
| JustInvest LLC | 5,865 | $231.0K | 0.01% | +5,865 | New |
| 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 |
| Heritage Wealth Management, LLC | 5,816 | $228.9K | 0.08% | +1,282+28.3% | Added |
| Jefferies Group LLC | 5,754 | $226.4K | 0.01% | +5,754 | New |
| Cantor Fitzgerald, L. P. | 5,725 | $225.0K | 0.00% | +5,725 | New |
| Caxton Associates LP | 5,523 | $217.0K | 0.03% | −17,070−75.6% | Reduced |
| New York State Teachers Retirement System | 5,400 | $212.0K | 0.00% | 00.0% | Unchanged |
| O'Rourke & Company, Inc | 5,215 | $205.0K | 0.17% | +646+14.1% | Added |
| DGS Capital Management, LLC | 5,186 | $204.0K | 0.16% | +5,186 | New |
| Ameritas Investment Partners, Inc. | 4,797 | $188.0K | 0.01% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 4,700 | $184.0K | 0.00% | −844−15.2% | Reduced |