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 |
|---|---|---|---|---|---|
| Bayesian Capital Management, LP | 12,015 | $406.0K | 0.08% | −4,400−26.8% | Reduced |
| Quantum Private Wealth, LLC | 12,061 | $407.0K | 0.25% | +3,990+49.4% | Added |
| HSBC Holdings PLC | 11,907 | $408.0K | 0.00% | +1,876+18.7% | Added |
| Advisor Group Holdings, Inc. | 12,153 | $411.0K | 0.00% | −2,188−15.3% | Reduced |
| Naples Global Advisors, LLC | 12,281 | $415.0K | 0.06% | −890−6.8% | Reduced |
| SkyView Investment Advisors, LLC | 12,515 | $423.0K | 0.12% | +1,957+18.5% | Added |
| Mercer Global Advisors Inc | 12,598 | $426.0K | 0.00% | +2,455+24.2% | Added |
| First Hawaiian Bank | 12,626 | $427.0K | 0.02% | −73−0.6% | Reduced |
| Allianz Asset Management GmbH | 12,664 | $428.0K | 0.00% | −1,492−10.5% | Reduced |
| State Board of Administration of Florida Retirement System | 13,343 | $451.0K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 14,606 | $494.0K | 0.00% | +1,053+7.8% | Added |
| Eaton Vance Management | 14,731 | $498.0K | 0.00% | +244+1.7% | Added |
| Harbor Advisors LLC | 14,800 | $500.0K | 0.13% | 00.0% | Unchanged |
| Campbell Newman Asset Management Inc | 14,970 | $506.0K | 0.06% | +380+2.6% | Added |
| Nisa Investment Advisors, LLC | 14,993 | $533.0K | 0.00% | +2,143+16.7% | Added |
| Millennium Management LLC | 16,965 | $574.0K | 0.00% | +16,965 | New |
| Panagora Asset Management Inc | 17,258 | $583.0K | 0.00% | 00.0% | Unchanged |
| Arizona State Retirement System | 17,617 | $596.0K | 0.01% | +692+4.1% | Added |
| D. E. Shaw & Co., Inc. | 19,039 | $644.0K | 0.00% | +12,123+175.3% | Added |
| Graham Capital Management, L.P. | 19,113 | $646.0K | 0.03% | +19,113 | New |
| Hudson Value Partners, LLC | 19,195 | $649.0K | 0.44% | +625+3.4% | Added |
| CastleKnight Management LP | 20,400 | $690.0K | 0.22% | −3,700−15.4% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 20,726 | $701.0K | 0.05% | +4,496+27.7% | Added |
| AlphaCrest Capital Management LLC | 21,469 | $726.0K | 0.04% | +21,469 | New |
| Alberta Investment Management Corp | 21,718 | $734.0K | 0.01% | +12,560+137.1% | Added |
| AQR Capital Management LLC | 22,198 | $751.0K | 0.00% | +9,854+79.8% | Added |
| Foresight Wealth Management, LLC | 23,337 | $789.0K | 0.34% | +3,257+16.2% | Added |
| Janus Henderson Group PLC | 23,368 | $790.0K | 0.00% | +387+1.7% | Added |
| Susquehanna International Group, LLP | 24,010 | $812.0K | 0.00% | +9,879+69.9% | Added |
| Voya Investment Management LLC | 24,201 | $818.2K | 0.00% | +495+2.1% | Added |
| Oppenheimer Asset Management Inc. | 24,553 | $830.0K | 0.01% | +7,773+46.3% | Added |
| The PNC Financial Services Group, Inc. | 25,244 | $852.0K | 0.00% | +1,431+6.0% | Added |
| CWM, LLC | 25,547 | $864.0K | 0.01% | +508+2.0% | Added |
| Richard P Slaughter Associates Inc | 26,489 | $895.0K | 0.38% | +1,407+5.6% | Added |
| Mirae Asset Global Investments Co., Ltd. | 27,034 | $914.0K | 0.00% | +8,939+49.4% | Added |
| Federation des caisses Desjardins du Quebec | 27,235 | $920.8K | 0.01% | 00.0% | Unchanged |
| STRS Ohio | 28,500 | $963.0K | 0.00% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 29,517 | $998.0K | 0.00% | +4,964+20.2% | Added |
| Janney Montgomery Scott LLC | 30,159 | $1.02M | 0.00% | +711+2.4% | Added |
| American International Group, Inc. | 30,264 | $1.02M | 0.01% | +78+0.3% | Added |
| Macquarie Group Ltd | 29,814 | $1.04M | 0.00% | −981−3.2% | Reduced |
| BNP Paribas Arbitrage, SA | 31,195 | $1.05M | 0.00% | +10,002+47.2% | Added |
| State of Wisconsin Investment Board | 33,385 | $1.13M | 0.00% | −1,390−4.0% | Reduced |
| MetLife Investment Management | 33,540 | $1.13M | 0.01% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 34,400 | $1.16M | 0.01% | +24,143+235.4% | Added |
| Tudor Investment Corp Et Al | 35,197 | $1.19M | 0.03% | +35,197 | New |
| Manufacturers Life Insurance Company, The | 35,434 | $1.20M | 0.00% | −405,820−92.0% | Reduced |
| Cubist Systematic Strategies, LLC | 35,615 | $1.20M | 0.01% | +15,353+75.8% | Added |
| Jupiter Asset Management Ltd | 36,752 | $1.24M | 0.02% | +36,752 | New |
| CenterBook Partners LP | 37,861 | $1.28M | 0.25% | +6,124+19.3% | Added |
| Fisher Asset Management, LLC | 38,057 | $1.29M | 0.00% | +38,057 | New |
| Verdence Capital Advisors LLC | 38,277 | $1.29M | 0.18% | +8,614+29.0% | Added |
| Versor Investments LP | 39,408 | $1.33M | 0.08% | +11,153+39.5% | Added |
| LPL Financial LLC | 39,530 | $1.34M | 0.00% | +1,376+3.6% | Added |
| Aviva PLC | 39,735 | $1.34M | 0.01% | −6,969−14.9% | Reduced |
| Eagle Rock Investment Company, LLC | 42,090 | $1.42M | 0.37% | +6,090+16.9% | Added |
| B. Metzler seel. Sohn & Co. AG | 42,333 | $1.43M | 0.03% | +12,068+39.9% | Added |
| Natixis Advisors, L.P. | 46,378 | $1.57M | 0.01% | −33,673−42.1% | Reduced |
| Salvus Wealth Management, LLC | 48,307 | $1.63M | 1.55% | −28−0.1% | Reduced |
| 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 |
| Cornerstone Investment Partners, LLC | 48,819 | $1.65M | 0.12% | +6,866+16.4% | Added |
| Park Circle Co | 50,176 | $1.70M | 1.76% | 00.0% | Unchanged |
| Chevy Chase Trust Holdings, Inc. | 50,747 | $1.72M | 0.01% | +849+1.7% | Added |
| Alps Advisors Inc | 50,912 | $1.72M | 0.02% | +12,438+32.3% | Added |
| Credit Suisse AG | 50,995 | $1.72M | 0.00% | +454+0.9% | Added |
| Grandeur Peak Global Advisors, LLC | 51,841 | $1.75M | 0.11% | −20,349−28.2% | Reduced |
| State of New Jersey Common Pension Fund D | 52,727 | $1.78M | 0.01% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 53,376 | $1.80M | 0.00% | +53,042+15,880.8% | Added |
| 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 |
| Asset Management One Co.,Ltd. | 53,926 | $1.82M | 0.01% | −954−1.7% | Reduced |
| Brinker Capital Investments, LLC | 55,762 | $1.89M | 0.04% | −1,411−2.5% | Reduced |
| Interval Partners, LP | 57,721 | $1.95M | 0.12% | −54,554−48.6% | Reduced |
| Vestcor Inc | 58,725 | $1.99M | 0.08% | 00.0% | Unchanged |
| Barclays PLC | 59,167 | $2.00M | 0.00% | +22,014+59.3% | Added |
| Legal & General Group Plc | 59,748 | $2.02M | 0.00% | −198−0.3% | Reduced |
| PEAK6 Investments LLC | 60,525 | $2.05M | 0.08% | +18,739+44.8% | Added |
| Neuberger Berman Group LLC | 63,719 | $2.15M | 0.00% | −5,113−7.4% | Reduced |
| UBS Asset Management Americas Inc | 65,686 | $2.22M | 0.00% | −10,714−14.0% | Reduced |
| Mutual of America Capital Management LLC | 67,012 | $2.27M | 0.03% | +555+0.8% | Added |
| Squarepoint Ops LLC | 71,095 | $2.40M | 0.02% | +25,384+55.5% | Added |
| New York State Common Retirement Fund | 76,795 | $2.60M | 0.00% | +175+0.2% | Added |
| Brandywine Global Investment Management, LLC | 77,319 | $2.61M | 0.02% | −2,796−3.5% | Reduced |
| Man Group plc | 80,756 | $2.73M | 0.01% | – | – |
| California State Teachers Retirement System | 80,954 | $2.74M | 0.00% | −113−0.1% | Reduced |
| Victory Capital Management Inc | 83,091 | $2.81M | 0.00% | +83,091 | New |
| Schroder Investment Management Group | 85,473 | $2.89M | 0.00% | −43,963−34.0% | Reduced |
| Rhumbline Advisers | 90,000 | $3.04M | 0.00% | +6,227+7.4% | Added |
| Public Employees Retirement System of Ohio | 91,368 | $3.09M | 0.01% | +349+0.4% | Added |
| Envestnet Asset Management Inc | 97,542 | $3.30M | 0.00% | +2,117+2.2% | Added |
| Advisors Asset Management, Inc. | 99,562 | $3.37M | 0.07% | −49,072−33.0% | Reduced |
| Regions Financial Corp | 106,516 | $3.60M | 0.04% | +27,193+34.3% | Added |
| Citadel Advisors LLC | 118,142 | $3.99M | 0.00% | +66,608+129.3% | Added |
| UBS Group AG | 143,978 | $4.87M | 0.00% | −25,847−15.2% | Reduced |
| Swiss National Bank | 153,700 | $5.20M | 0.00% | +6,600+4.5% | Added |
| Winslow Asset Management Inc | 170,920 | $5.78M | 1.50% | +689+0.4% | Added |
| Deutsche Bank AG | 172,318 | $5.83M | 0.00% | −6,904−3.9% | Reduced |
| Stifel Financial Corp | 174,261 | $5.89M | 0.01% | +38,489+28.3% | Added |
| FMR LLC | 177,173 | $5.99M | 0.00% | −9,157−4.9% | Reduced |