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.
Q3 2022 vs. Q2 2022
How the institutions holding Moelis & Co changed between Q2 2022 and Q3 2022.
All holders in Q3 2022All holders in Q2 2022
| Measure | Q2 2022 | Of which not filed for Q3 2022 | Q3 2022 | Change |
|---|---|---|---|---|
| Holders | 260 | 3 | 246 | −11 |
| Shares | 61.5M | 524 | 62.6M | +1.06M (+1.7%) |
| Value | $2.42B | $20.0K | $2.12B | −$307.6M (−12.7%) |
3 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so the changes leave them out.
New holders (21)
Institutions that held Moelis & Co at the end of Q3 2022 but not at the end of Q2 2022.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Victory Capital Management Inc | 83,091 | $2.81M | 0.00% |
| Fisher Asset Management, LLC | 38,057 | $1.29M | 0.00% |
| Jupiter Asset Management Ltd | 36,752 | $1.24M | 0.02% |
| Tudor Investment Corp Et Al | 35,197 | $1.19M | 0.03% |
| AlphaCrest Capital Management LLC | 21,469 | $726.0K | 0.04% |
| Graham Capital Management, L.P. | 19,113 | $646.0K | 0.03% |
| Millennium Management LLC | 16,965 | $574.0K | 0.00% |
| FORA Capital, LLC | 7,826 | $265.0K | 0.05% |
| United Capital Financial Advisers, LLC | 7,034 | $238.0K | 0.00% |
| Raymond James Financial Services Advisors, Inc. | 7,012 | $237.0K | 0.00% |
| Walleye Trading LLC | 3,901 | $132.0K | 0.00% |
| Neo Ivy Capital Management | 2,836 | $96.0K | 0.25% |
| Tradition Wealth Management, LLC | 1,194 | $40.0K | 0.01% |
| Wipfli Financial Advisors LLC, | 851 | $29.0K | 0.00% |
| Mitsubishi UFJ Trust & Banking Corp | 583 | $20.0K | 0.00% |
| Whittier Trust Co | 374 | $13.0K | 0.00% |
| TCI Wealth Advisors, Inc. | 270 | $9.00K | 0.00% |
| Global Retirement Partners, LLC | 50 | $2.00K | 0.00% |
| Hexagon Capital Partners LLC | 52 | $2.00K | 0.00% |
| Fifth Third Bancorp | 39 | $1.00K | 0.00% |
| SJS Investment Consulting Inc. | 16 | $0 | 0.00% |
Sold out (32)
Institutions that held Moelis & Co at the end of Q2 2022 and filed for Q3 2022 without it.
Not filed for Q3 2022 yet (3)
Institutions that held Moelis & Co at the end of Q2 2022 and haven't filed a 13F for Q3 2022. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q2 2022 | Value, Q2 2022 |
|---|---|---|
| Brewin Dolphin Ltd | 255 | $10.0K |
| Cordasco Financial Network | 135 | $5.00K |
| Private Capital Group, LLC | 134 | $5.00K |