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 |
|---|---|---|---|---|---|
| CX Institutional | 4,151 | $164.0K | 0.01% | +4,151 | New |
| Metropolitan Life Insurance Co | 3,893 | $153.2K | 0.01% | +175+4.7% | Added |
| Globeflex Capital L P | 2,674 | $105.0K | 0.03% | −5,964−69.0% | Reduced |
| Allspring Global Investments Holdings, LLC | 2,500 | $98.0K | 0.00% | −29,993−92.3% | Reduced |
| EverSource Wealth Advisors, LLC | 2,315 | $91.0K | 0.02% | +2,315 | New |
| Tower Research Capital LLC (TRC) | 2,178 | $86.0K | 0.00% | +1,681+338.2% | Added |
| Covestor Ltd | 2,133 | $84.0K | 0.07% | +594+38.6% | Added |
| Aquatic Capital Management LLC | 2,000 | $79.0K | 0.03% | +2,000 | New |
| Evoke Wealth, LLC | 1,650 | $65.0K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 1,493 | $58.0K | 0.00% | 00.0% | Unchanged |
| City State Bank | 1,200 | $47.0K | 0.03% | −1,600−57.1% | Reduced |
| First Horizon Advisors, Inc. | 1,049 | $40.0K | 0.00% | +1,049 | New |
| HM Payson & Co | 931 | $37.0K | 0.00% | 00.0% | Unchanged |
| Amundi | 846 | $33.0K | 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 |
| FourThought Financial, LLC | 717 | $28.0K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 617 | $24.0K | 0.00% | +617 | New |
| Venture Visionary Partners LLC | 608 | $23.9K | 0.00% | +608 | New |
| Eagle Bay Advisors LLC | 562 | $22.1K | 0.01% | +562 | New |
| Castle Wealth Management LLC | 513 | $20.0K | 0.01% | +513 | New |
| American Portfolios Advisors | 500 | $19.7K | 0.00% | −649−56.5% | Reduced |
| 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 |
| Nomura Asset Management Co Ltd | 380 | $15.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 347 | $14.0K | 0.00% | +210+153.3% | Added |
| 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 |
| Brewin Dolphin Ltd | 255 | $10.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 237 | $9.33K | 0.00% | +237 | New |
| Bartlett & Co. LLC | 237 | $9.00K | 0.00% | +237 | New |
| Quadrant Capital Group LLC | 232 | $9.00K | 0.00% | +232 | New |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |