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 |
|---|---|---|---|---|---|
| Tudor Investment Corp Et Al | 35,197 | $1.19M | 0.03% | +35,197 | New |
| Schonfeld Strategic Advisors LLC | 34,400 | $1.16M | 0.01% | +24,143+235.4% | Added |
| MetLife Investment Management | 33,540 | $1.13M | 0.01% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 33,385 | $1.13M | 0.00% | −1,390−4.0% | Reduced |
| BNP Paribas Arbitrage, SA | 31,195 | $1.05M | 0.00% | +10,002+47.2% | Added |
| Macquarie Group Ltd | 29,814 | $1.04M | 0.00% | −981−3.2% | Reduced |
| American International Group, Inc. | 30,264 | $1.02M | 0.01% | +78+0.3% | Added |
| Janney Montgomery Scott LLC | 30,159 | $1.02M | 0.00% | +711+2.4% | Added |
| Price T Rowe Associates Inc | 29,517 | $998.0K | 0.00% | +4,964+20.2% | Added |
| STRS Ohio | 28,500 | $963.0K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 27,235 | $920.8K | 0.01% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 27,034 | $914.0K | 0.00% | +8,939+49.4% | Added |
| Richard P Slaughter Associates Inc | 26,489 | $895.0K | 0.38% | +1,407+5.6% | Added |
| CWM, LLC | 25,547 | $864.0K | 0.01% | +508+2.0% | Added |
| The PNC Financial Services Group, Inc. | 25,244 | $852.0K | 0.00% | +1,431+6.0% | Added |
| Oppenheimer Asset Management Inc. | 24,553 | $830.0K | 0.01% | +7,773+46.3% | Added |
| Voya Investment Management LLC | 24,201 | $818.2K | 0.00% | +495+2.1% | Added |
| Susquehanna International Group, LLP | 24,010 | $812.0K | 0.00% | +9,879+69.9% | Added |
| Janus Henderson Group PLC | 23,368 | $790.0K | 0.00% | +387+1.7% | Added |
| Foresight Wealth Management, LLC | 23,337 | $789.0K | 0.34% | +3,257+16.2% | Added |
| AQR Capital Management LLC | 22,198 | $751.0K | 0.00% | +9,854+79.8% | Added |
| Alberta Investment Management Corp | 21,718 | $734.0K | 0.01% | +12,560+137.1% | Added |
| AlphaCrest Capital Management LLC | 21,469 | $726.0K | 0.04% | +21,469 | New |
| Hennion & Walsh Asset Management, Inc. | 20,726 | $701.0K | 0.05% | +4,496+27.7% | Added |
| CastleKnight Management LP | 20,400 | $690.0K | 0.22% | −3,700−15.4% | Reduced |
| Hudson Value Partners, LLC | 19,195 | $649.0K | 0.44% | +625+3.4% | Added |
| Graham Capital Management, L.P. | 19,113 | $646.0K | 0.03% | +19,113 | New |
| D. E. Shaw & Co., Inc. | 19,039 | $644.0K | 0.00% | +12,123+175.3% | Added |
| Arizona State Retirement System | 17,617 | $596.0K | 0.01% | +692+4.1% | Added |
| Panagora Asset Management Inc | 17,258 | $583.0K | 0.00% | 00.0% | Unchanged |
| Millennium Management LLC | 16,965 | $574.0K | 0.00% | +16,965 | New |
| Nisa Investment Advisors, LLC | 14,993 | $533.0K | 0.00% | +2,143+16.7% | Added |
| Campbell Newman Asset Management Inc | 14,970 | $506.0K | 0.06% | +380+2.6% | Added |
| Harbor Advisors LLC | 14,800 | $500.0K | 0.13% | 00.0% | Unchanged |
| Eaton Vance Management | 14,731 | $498.0K | 0.00% | +244+1.7% | Added |
| US Bancorp | 14,606 | $494.0K | 0.00% | +1,053+7.8% | Added |
| State Board of Administration of Florida Retirement System | 13,343 | $451.0K | 0.00% | 00.0% | Unchanged |
| Allianz Asset Management GmbH | 12,664 | $428.0K | 0.00% | −1,492−10.5% | Reduced |
| First Hawaiian Bank | 12,626 | $427.0K | 0.02% | −73−0.6% | Reduced |
| Mercer Global Advisors Inc | 12,598 | $426.0K | 0.00% | +2,455+24.2% | Added |
| SkyView Investment Advisors, LLC | 12,515 | $423.0K | 0.12% | +1,957+18.5% | Added |
| Naples Global Advisors, LLC | 12,281 | $415.0K | 0.06% | −890−6.8% | Reduced |
| Advisor Group Holdings, Inc. | 12,153 | $411.0K | 0.00% | −2,188−15.3% | Reduced |
| HSBC Holdings PLC | 11,907 | $408.0K | 0.00% | +1,876+18.7% | Added |
| Quantum Private Wealth, LLC | 12,061 | $407.0K | 0.25% | +3,990+49.4% | Added |
| Bayesian Capital Management, LP | 12,015 | $406.0K | 0.08% | −4,400−26.8% | Reduced |
| KB Financial Partners, LLC | 11,797 | $399.0K | 0.14% | +1,985+20.2% | Added |
| 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 |
| Handelsbanken Fonder AB | 11,751 | $397.0K | 0.00% | 00.0% | Unchanged |
| Capital Impact Advisors, LLC | 9,100 | $393.0K | 0.39% | +1,576+20.9% | Added |
| AMG National Trust Bank | 11,430 | $386.0K | 0.01% | +11+0.1% | Added |
| WBI Investments | 11,369 | $384.0K | 0.11% | +1,000+9.6% | Added |
| O'Shaughnessy Asset Management, LLC | 11,032 | $373.0K | 0.01% | +2,826+34.4% | Added |
| SG Americas Securities, LLC | 10,941 | $370.0K | 0.01% | −1,910−14.9% | Reduced |
| Los Angeles Capital Management LLC | 10,777 | $364.0K | 0.00% | −35,286−76.6% | Reduced |
| New York Life Investment Management LLC | 10,721 | $362.0K | 0.00% | +788+7.9% | Added |
| Captrust Financial Advisors | 10,650 | $360.0K | 0.00% | +1,600+17.7% | Added |
| Jane Street Group, LLC | 10,367 | $351.0K | 0.00% | +1,915+22.7% | Added |
| Martingale Asset Management L P | 10,124 | $343.0K | 0.01% | −40.0% | Reduced |
| Curated Wealth Partners LLC | 9,931 | $336.0K | 0.10% | +3,133+46.1% | Added |
| Sigma Planning Corp | 9,572 | $324.0K | 0.01% | −1,330−12.2% | Reduced |
| Teacher Retirement System of Texas | 9,300 | $314.0K | 0.00% | −678−6.8% | Reduced |
| Amalgamated Bank | 9,215 | $312.0K | 0.00% | +36+0.4% | Added |
| Great West Life Assurance Co | 8,805 | $297.0K | 0.00% | +1,128+14.7% | Added |
| Verition Fund Management LLC | 7,913 | $268.0K | 0.00% | −104,837−93.0% | Reduced |
| FORA Capital, LLC | 7,826 | $265.0K | 0.05% | +7,826 | New |
| Public Employees Retirement Association of Colorado | 7,648 | $259.0K | 0.00% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 7,410 | $251.0K | 0.00% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 7,380 | $250.0K | 0.07% | −620−7.8% | Reduced |
| Pitcairn Co | 7,270 | $246.0K | 0.03% | +127+1.8% | Added |
| DGS Capital Management, LLC | 7,103 | $240.2K | 0.16% | +1,917+37.0% | Added |
| 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 |
| 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 |
| Steward Partners Investment Advisory, LLC | 6,943 | $235.0K | 0.00% | +886+14.6% | Added |
| Peak Financial Advisors LLC | 6,911 | $234.0K | 0.29% | −1,246−15.3% | Reduced |
| MML Investors Services, LLC | 6,875 | $232.0K | 0.00% | +172+2.6% | 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 |
| CX Institutional | 6,409 | $217.0K | 0.02% | +2,258+54.4% | Added |
| Heritage Wealth Management, LLC | 6,393 | $216.0K | 0.07% | +577+9.9% | Added |
| 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 |
| Two Sigma Advisers, LP | 6,000 | $203.0K | 0.00% | −2,800−31.8% | Reduced |
| Riverview Capital Advisers, LLC | 5,980 | $202.2K | 0.13% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 5,804 | $196.0K | 0.01% | −14−0.2% | Reduced |
| Tower Research Capital LLC (TRC) | 5,717 | $193.0K | 0.00% | +3,539+162.5% | Added |
| Rockefeller Capital Management L.P. | 5,016 | $169.0K | 0.00% | +316+6.7% | Added |
| Citigroup Inc | 4,908 | $166.0K | 0.00% | −2,431−33.1% | Reduced |
| Ameritas Investment Partners, Inc. | 4,797 | $162.0K | 0.01% | 00.0% | Unchanged |
| Walleye Trading LLC | 3,901 | $132.0K | 0.00% | +3,901 | New |
| Metropolitan Life Insurance Co | 3,893 | $131.6K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 3,349 | $113.0K | 0.10% | +1,216+57.0% | Added |
| Neo Ivy Capital Management | 2,836 | $96.0K | 0.25% | +2,836 | New |
| EverSource Wealth Advisors, LLC | 2,209 | $75.0K | 0.02% | −106−4.6% | Reduced |
| Allspring Global Investments Holdings, LLC | 2,185 | $73.0K | 0.00% | −315−12.6% | Reduced |
| Evoke Wealth, LLC | 1,650 | $56.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 1,265 | $43.0K | 0.00% | +918+264.6% | Added |