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, Q3 2022
Institutional positions in Moelis & Co as of Sep 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
- 246
- −11 vs. Q2 2022
- Shares held
- 62.6M
- +1.06M (+1.7%) vs. Q2 2022
- Total value
- $2.12B
- −$307.6M (−12.7%) vs. Q2 2022
- New holders
- 21
- 128 more added
- Sold out
- 32
- 70 more reduced
3 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2022
Shares, value and share of portfolio for each institution holding Moelis & Co; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Kayne Anderson Rudnick Investment Management LLC | 6,928,445 | $234.3M | 0.78% | +792,661+12.9% | Added |
| Vanguard Group Inc | 6,478,990 | $219.1M | 0.01% | −109,065−1.7% | Reduced |
| BlackRock Inc. | 5,551,219 | $187.7M | 0.01% | +43,345+0.8% | Added |
| London Co of Virginia | 3,327,409 | $112.5M | 0.71% | −21,892−0.7% | Reduced |
| Wasatch Advisors Inc | 3,062,272 | $103.5M | 0.72% | +807,528+35.8% | Added |
| Alliancebernstein L.P. | 2,888,367 | $97.7M | 0.05% | +2,050+0.1% | Added |
| JPMorgan Chase & Co | 2,534,940 | $85.7M | 0.01% | +16,834+0.7% | Added |
| Timucuan Asset Management Inc | 2,444,669 | $82.7M | 3.95% | +60,496+2.5% | Added |
| Westwood Holdings Group Inc. | 1,566,901 | $53.0M | 0.63% | −60,965−3.7% | Reduced |
| Heard Capital LLC | 1,503,515 | $50.8M | 6.10% | +112,655+8.1% | Added |
| Artisan Partners Limited Partnership | 1,378,056 | $46.6M | 0.08% | −94,128−6.4% | Reduced |
| State Street Corp | 1,342,419 | $45.4M | 0.00% | +23,157+1.8% | Added |
| Geode Capital Management, LLC | 1,285,930 | $43.5M | 0.01% | +45,001+3.6% | Added |
| Federated Hermes, Inc. | 1,082,735 | $36.6M | 0.11% | −320,994−22.9% | Reduced |
| Dimensional Fund Advisors LP | 1,027,206 | $34.7M | 0.01% | +18,565+1.8% | Added |
| Wells Fargo & Company | 1,009,511 | $34.1M | 0.01% | +121,316+13.7% | Added |
| Madison Asset Management, LLC | 786,458 | $26.6M | 0.45% | +13,273+1.7% | Added |
| Morgan Stanley | 735,453 | $24.9M | 0.00% | +78,584+12.0% | Added |
| Capital World Investors | 719,000 | $24.3M | 0.01% | 00.0% | Unchanged |
| Emerald Advisers, LLC | 668,614 | $22.6M | 1.17% | −108,491−14.0% | Reduced |
| Charles Schwab Investment Management Inc | 648,766 | $21.9M | 0.01% | +35,432+5.8% | Added |
| Lord, Abbett & Co. LLC | 644,470 | $21.8M | 0.08% | +3,355+0.5% | Added |
| Ameriprise Financial Inc | 636,913 | $21.5M | 0.01% | −14,984−2.3% | Reduced |
| Northern Trust Corp | 613,946 | $20.8M | 0.00% | −11,544−1.8% | Reduced |
| Bamco Inc | 608,975 | $20.6M | 0.07% | −9,437−1.5% | Reduced |
| Emerald Mutual Fund Advisers Trust | 596,518 | $20.2M | 1.27% | −95,808−13.8% | Reduced |
| Vaughan Nelson Investment Management, L.P. | 593,662 | $20.1M | 0.29% | +116,310+24.4% | Added |
| Royce & Associates LP | 593,639 | $20.1M | 0.23% | −27,532−4.4% | Reduced |
| Bank of New York Mellon Corp | 588,473 | $19.9M | 0.00% | +32,788+5.9% | Added |
| Norges Bank | 583,541 | $19.7M | 0.01% | +9,723+1.7% | Added |
| Principal Financial Group Inc | 531,753 | $18.0M | 0.01% | +264,234+98.8% | Added |
| Bank of America Corp | 524,820 | $17.7M | 0.00% | +1,032+0.2% | Added |
| Tributary Capital Management, LLC | 416,800 | $14.1M | 1.48% | +28,667+7.4% | Added |
| Raymond James & Associates | 376,340 | $12.7M | 0.01% | +274,023+267.8% | Added |
| Capital Management Corp | 359,092 | $12.1M | 3.43% | −81,673−18.5% | Reduced |
| First Republic Investment Management, Inc. | 342,358 | $11.6M | 0.03% | +85,727+33.4% | Added |
| Adirondack Retirement Specialists, Inc. | 338,591 | $11.4M | 11.05% | −85,048−20.1% | Reduced |
| Invesco Ltd. | 291,956 | $9.87M | 0.00% | +32,425+12.5% | Added |
| First Trust Advisors LP | 253,837 | $8.58M | 0.01% | +48,007+23.3% | Added |
| Jennison Associates LLC | 251,460 | $8.50M | 0.01% | −19,432−7.2% | Reduced |
| Nuveen Asset Management, LLC | 225,250 | $7.62M | 0.00% | −58,214−20.5% | Reduced |
| Goldman Sachs Group Inc | 215,669 | $7.29M | 0.00% | −198,486−47.9% | Reduced |
| Renaissance Technologies LLC | 210,544 | $7.12M | 0.01% | −203,700−49.2% | Reduced |
| Royal Bank of Canada | 189,289 | $6.40M | 0.00% | −686−0.4% | Reduced |
| American Century Companies Inc | 183,607 | $6.21M | 0.01% | +11,128+6.5% | Added |
| SEI Investments Co | 177,921 | $6.01M | 0.01% | +33,783+23.4% | Added |
| FMR LLC | 177,173 | $5.99M | 0.00% | −9,157−4.9% | Reduced |
| Stifel Financial Corp | 174,261 | $5.89M | 0.01% | +38,489+28.3% | Added |
| Deutsche Bank AG | 172,318 | $5.83M | 0.00% | −6,904−3.9% | Reduced |
| Winslow Asset Management Inc | 170,920 | $5.78M | 1.50% | +689+0.4% | Added |
| Swiss National Bank | 153,700 | $5.20M | 0.00% | +6,600+4.5% | Added |
| UBS Group AG | 143,978 | $4.87M | 0.00% | −25,847−15.2% | Reduced |
| Citadel Advisors LLC | 118,142 | $3.99M | 0.00% | +66,608+129.3% | Added |
| Regions Financial Corp | 106,516 | $3.60M | 0.04% | +27,193+34.3% | Added |
| Advisors Asset Management, Inc. | 99,562 | $3.37M | 0.07% | −49,072−33.0% | Reduced |
| Envestnet Asset Management Inc | 97,542 | $3.30M | 0.00% | +2,117+2.2% | Added |
| Public Employees Retirement System of Ohio | 91,368 | $3.09M | 0.01% | +349+0.4% | Added |
| Rhumbline Advisers | 90,000 | $3.04M | 0.00% | +6,227+7.4% | Added |
| Schroder Investment Management Group | 85,473 | $2.89M | 0.00% | −43,963−34.0% | Reduced |
| Victory Capital Management Inc | 83,091 | $2.81M | 0.00% | +83,091 | New |
| California State Teachers Retirement System | 80,954 | $2.74M | 0.00% | −113−0.1% | Reduced |
| Man Group plc | 80,756 | $2.73M | 0.01% | – | – |
| Brandywine Global Investment Management, LLC | 77,319 | $2.61M | 0.02% | −2,796−3.5% | Reduced |
| New York State Common Retirement Fund | 76,795 | $2.60M | 0.00% | +175+0.2% | Added |
| Squarepoint Ops LLC | 71,095 | $2.40M | 0.02% | +25,384+55.5% | Added |
| Mutual of America Capital Management LLC | 67,012 | $2.27M | 0.03% | +555+0.8% | Added |
| UBS Asset Management Americas Inc | 65,686 | $2.22M | 0.00% | −10,714−14.0% | Reduced |
| Neuberger Berman Group LLC | 63,719 | $2.15M | 0.00% | −5,113−7.4% | Reduced |
| PEAK6 Investments LLC | 60,525 | $2.05M | 0.08% | +18,739+44.8% | Added |
| Legal & General Group Plc | 59,748 | $2.02M | 0.00% | −198−0.3% | Reduced |
| Barclays PLC | 59,167 | $2.00M | 0.00% | +22,014+59.3% | Added |
| Vestcor Inc | 58,725 | $1.99M | 0.08% | 00.0% | Unchanged |
| Interval Partners, LP | 57,721 | $1.95M | 0.12% | −54,554−48.6% | Reduced |
| Brinker Capital Investments, LLC | 55,762 | $1.89M | 0.04% | −1,411−2.5% | Reduced |
| Asset Management One Co.,Ltd. | 53,926 | $1.82M | 0.01% | −954−1.7% | Reduced |
| NewEdge Wealth, LLC | 53,877 | $1.82M | 0.09% | +13,430+33.2% | Added |
| Vestmark Advisory Solutions, Inc. | 53,877 | $1.82M | 0.10% | +23,338+76.4% | Added |
| Russell Investments Group, Ltd. | 53,376 | $1.80M | 0.00% | +53,042+15,880.8% | Added |
| State of New Jersey Common Pension Fund D | 52,727 | $1.78M | 0.01% | 00.0% | Unchanged |
| Grandeur Peak Global Advisors, LLC | 51,841 | $1.75M | 0.11% | −20,349−28.2% | Reduced |
| Credit Suisse AG | 50,995 | $1.72M | 0.00% | +454+0.9% | Added |
| Alps Advisors Inc | 50,912 | $1.72M | 0.02% | +12,438+32.3% | Added |
| Chevy Chase Trust Holdings, Inc. | 50,747 | $1.72M | 0.01% | +849+1.7% | Added |
| Park Circle Co | 50,176 | $1.70M | 1.76% | 00.0% | Unchanged |
| Cornerstone Investment Partners, LLC | 48,819 | $1.65M | 0.12% | +6,866+16.4% | Added |
| First National Bank of Omaha | 48,814 | $1.65M | 0.11% | +1,673+3.5% | Added |
| Holocene Advisors, LP | 48,793 | $1.65M | 0.01% | +29,300+150.3% | Added |
| Salvus Wealth Management, LLC | 48,307 | $1.63M | 1.55% | −28−0.1% | Reduced |
| Natixis Advisors, L.P. | 46,378 | $1.57M | 0.01% | −33,673−42.1% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 42,333 | $1.43M | 0.03% | +12,068+39.9% | Added |
| Eagle Rock Investment Company, LLC | 42,090 | $1.42M | 0.37% | +6,090+16.9% | Added |
| Aviva PLC | 39,735 | $1.34M | 0.01% | −6,969−14.9% | Reduced |
| LPL Financial LLC | 39,530 | $1.34M | 0.00% | +1,376+3.6% | Added |
| Versor Investments LP | 39,408 | $1.33M | 0.08% | +11,153+39.5% | Added |
| Verdence Capital Advisors LLC | 38,277 | $1.29M | 0.18% | +8,614+29.0% | Added |
| Fisher Asset Management, LLC | 38,057 | $1.29M | 0.00% | +38,057 | New |
| CenterBook Partners LP | 37,861 | $1.28M | 0.25% | +6,124+19.3% | Added |
| Jupiter Asset Management Ltd | 36,752 | $1.24M | 0.02% | +36,752 | New |
| Cubist Systematic Strategies, LLC | 35,615 | $1.20M | 0.01% | +15,353+75.8% | Added |
| Manufacturers Life Insurance Company, The | 35,434 | $1.20M | 0.00% | −405,820−92.0% | Reduced |