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 |
|---|---|---|---|---|---|
| Westside Investment Management, Inc. | 29 | $0 | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 6 | $0 | 0.00% | +3+100.0% | Added |
| BDO Wealth Advisors, LLC | 9 | $0 | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 6 | $0 | 0.00% | −1−14.3% | Reduced |
| SJS Investment Consulting Inc. | 16 | $0 | 0.00% | +16 | New |
| Bartlett & Co. LLC | 44 | $1.00K | 0.00% | −193−81.4% | Reduced |
| Sound Income Strategies, LLC | 44 | $1.00K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 28 | $1.00K | 0.00% | −1−3.4% | Reduced |
| Plante Moran Financial Advisors, LLC | 28 | $1.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 36 | $1.00K | 0.00% | +22+157.1% | Added |
| Schubert & Co | 24 | $1.00K | 0.00% | +3+14.3% | Added |
| Allworth Financial LP | 33 | $1.00K | 0.00% | +22+200.0% | Added |
| Fifth Third Bancorp | 39 | $1.00K | 0.00% | +39 | New |
| Bartlett & Co. Wealth Management LLC | 44 | $1.49K | 0.00% | −193−81.4% | Reduced |
| BerganKDV Wealth Management, LLC | 56 | $2.00K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 55 | $2.00K | 0.00% | +1+1.9% | Added |
| Global Retirement Partners, LLC | 50 | $2.00K | 0.00% | +50 | New |
| Hexagon Capital Partners LLC | 52 | $2.00K | 0.00% | +52 | New |
| Quadrant Capital Group LLC | 109 | $4.00K | 0.00% | −123−53.0% | Reduced |
| Howe & Rusling Inc | 130 | $4.00K | 0.00% | −40−23.5% | Reduced |
| Timber Creek Capital Management LLC | 140 | $4.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 129 | $4.00K | 0.00% | +14+12.2% | Added |
| Proequities, Inc. | 132 | $4.00K | 0.00% | +32+32.0% | Added |
| Lindbrook Capital, LLC | 230 | $8.00K | 0.00% | +54+30.7% | Added |
| Parallel Advisors, LLC | 229 | $8.00K | 0.00% | +137+148.9% | Added |
| TCI Wealth Advisors, Inc. | 270 | $9.00K | 0.00% | +270 | New |
| Nomura Asset Management Co Ltd | 380 | $12.8K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 201 | $13.0K | 0.00% | +1+0.5% | Added |
| Whittier Trust Co | 374 | $13.0K | 0.00% | +374 | New |
| National Bank of Canada | 482 | $16.0K | 0.00% | +38+8.6% | Added |
| Assetmark, Inc | 482 | $16.0K | 0.00% | +480+24,000.0% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 583 | $20.0K | 0.00% | +583 | New |
| Private Trust Co NA | 627 | $21.0K | 0.00% | +10+1.6% | Added |
| Amundi | 646 | $22.0K | 0.00% | −200−23.6% | Reduced |
| City State Bank | 750 | $25.0K | 0.02% | −450−37.5% | Reduced |
| Eagle Bay Advisors LLC | 783 | $26.0K | 0.02% | +221+39.3% | Added |
| Castle Wealth Management LLC | 759 | $26.0K | 0.02% | +246+48.0% | Added |
| American Portfolios Advisors | 800 | $27.0K | 0.00% | +300+60.0% | Added |
| Wipfli Financial Advisors LLC, | 851 | $29.0K | 0.00% | +851 | New |
| Umb Bank N A | 894 | $30.0K | 0.00% | −599−40.1% | Reduced |
| HM Payson & Co | 931 | $31.0K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 1,049 | $35.0K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 1,090 | $37.0K | 0.00% | +285+35.4% | Added |
| Wolff Wiese Magana LLC | 1,157 | $39.0K | 0.03% | +348+43.0% | Added |
| Tradition Wealth Management, LLC | 1,194 | $40.0K | 0.01% | +1,194 | New |
| FourThought Financial, LLC | 1,251 | $42.0K | 0.01% | +534+74.5% | Added |
| Signaturefd, LLC | 1,265 | $43.0K | 0.00% | +918+264.6% | Added |
| Evoke Wealth, LLC | 1,650 | $56.0K | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 2,185 | $73.0K | 0.00% | −315−12.6% | Reduced |
| EverSource Wealth Advisors, LLC | 2,209 | $75.0K | 0.02% | −106−4.6% | Reduced |
| Neo Ivy Capital Management | 2,836 | $96.0K | 0.25% | +2,836 | New |
| Covestor Ltd | 3,349 | $113.0K | 0.10% | +1,216+57.0% | Added |
| Metropolitan Life Insurance Co | 3,893 | $131.6K | 0.01% | 00.0% | Unchanged |
| Walleye Trading LLC | 3,901 | $132.0K | 0.00% | +3,901 | New |
| Ameritas Investment Partners, Inc. | 4,797 | $162.0K | 0.01% | 00.0% | Unchanged |
| Citigroup Inc | 4,908 | $166.0K | 0.00% | −2,431−33.1% | Reduced |
| Rockefeller Capital Management L.P. | 5,016 | $169.0K | 0.00% | +316+6.7% | Added |
| Tower Research Capital LLC (TRC) | 5,717 | $193.0K | 0.00% | +3,539+162.5% | Added |
| Meeder Asset Management Inc | 5,804 | $196.0K | 0.01% | −14−0.2% | Reduced |
| Riverview Capital Advisers, LLC | 5,980 | $202.2K | 0.13% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 6,000 | $203.0K | 0.00% | −2,800−31.8% | Reduced |
| Shell Asset Management Co | 6,236 | $211.0K | 0.01% | −1,646−20.9% | Reduced |
| Capital Investment Advisory Services, LLC | 6,249 | $211.0K | 0.03% | −94−1.5% | Reduced |
| Heritage Wealth Management, LLC | 6,393 | $216.0K | 0.07% | +577+9.9% | Added |
| CX Institutional | 6,409 | $217.0K | 0.02% | +2,258+54.4% | Added |
| D.A. Davidson & Co. | 6,666 | $225.0K | 0.00% | +403+6.4% | Added |
| JustInvest LLC | 6,645 | $225.0K | 0.01% | +780+13.3% | Added |
| MML Investors Services, LLC | 6,875 | $232.0K | 0.00% | +172+2.6% | Added |
| Peak Financial Advisors LLC | 6,911 | $234.0K | 0.29% | −1,246−15.3% | Reduced |
| Steward Partners Investment Advisory, LLC | 6,943 | $235.0K | 0.00% | +886+14.6% | Added |
| ProShare Advisors LLC | 7,028 | $237.0K | 0.00% | −217−3.0% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 7,012 | $237.0K | 0.00% | +7,012 | New |
| BTC Capital Management, Inc. | 6,890 | $238.0K | 0.03% | +492+7.7% | Added |
| United Capital Financial Advisers, LLC | 7,034 | $238.0K | 0.00% | +7,034 | New |
| DGS Capital Management, LLC | 7,103 | $240.2K | 0.16% | +1,917+37.0% | Added |
| Pitcairn Co | 7,270 | $246.0K | 0.03% | +127+1.8% | Added |
| Psagot Value Holdings Ltd. / (Israel) | 7,380 | $250.0K | 0.07% | −620−7.8% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 7,410 | $251.0K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 7,648 | $259.0K | 0.00% | 00.0% | Unchanged |
| FORA Capital, LLC | 7,826 | $265.0K | 0.05% | +7,826 | New |
| Verition Fund Management LLC | 7,913 | $268.0K | 0.00% | −104,837−93.0% | Reduced |
| Great West Life Assurance Co | 8,805 | $297.0K | 0.00% | +1,128+14.7% | Added |
| Amalgamated Bank | 9,215 | $312.0K | 0.00% | +36+0.4% | Added |
| Teacher Retirement System of Texas | 9,300 | $314.0K | 0.00% | −678−6.8% | Reduced |
| Sigma Planning Corp | 9,572 | $324.0K | 0.01% | −1,330−12.2% | Reduced |
| Curated Wealth Partners LLC | 9,931 | $336.0K | 0.10% | +3,133+46.1% | Added |
| Martingale Asset Management L P | 10,124 | $343.0K | 0.01% | −40.0% | Reduced |
| Jane Street Group, LLC | 10,367 | $351.0K | 0.00% | +1,915+22.7% | Added |
| Captrust Financial Advisors | 10,650 | $360.0K | 0.00% | +1,600+17.7% | Added |
| New York Life Investment Management LLC | 10,721 | $362.0K | 0.00% | +788+7.9% | Added |
| Los Angeles Capital Management LLC | 10,777 | $364.0K | 0.00% | −35,286−76.6% | Reduced |
| SG Americas Securities, LLC | 10,941 | $370.0K | 0.01% | −1,910−14.9% | Reduced |
| O'Shaughnessy Asset Management, LLC | 11,032 | $373.0K | 0.01% | +2,826+34.4% | Added |
| WBI Investments | 11,369 | $384.0K | 0.11% | +1,000+9.6% | Added |
| AMG National Trust Bank | 11,430 | $386.0K | 0.01% | +11+0.1% | Added |
| Capital Impact Advisors, LLC | 9,100 | $393.0K | 0.39% | +1,576+20.9% | Added |
| Handelsbanken Fonder AB | 11,751 | $397.0K | 0.00% | 00.0% | Unchanged |
| Duality Advisers, LP | 11,781 | $398.0K | 0.04% | −24,706−67.7% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 11,784 | $398.0K | 0.00% | +5,417+85.1% | Added |
| KB Financial Partners, LLC | 11,797 | $399.0K | 0.14% | +1,985+20.2% | Added |