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 |
|---|---|---|---|---|---|
| FourThought Financial, LLC | 1,251 | $42.0K | 0.01% | +534+74.5% | Added |
| Tradition Wealth Management, LLC | 1,194 | $40.0K | 0.01% | +1,194 | New |
| Wolff Wiese Magana LLC | 1,157 | $39.0K | 0.03% | +348+43.0% | Added |
| Exchange Traded Concepts, LLC | 1,090 | $37.0K | 0.00% | +285+35.4% | Added |
| First Horizon Advisors, Inc. | 1,049 | $35.0K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 931 | $31.0K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 894 | $30.0K | 0.00% | −599−40.1% | Reduced |
| Wipfli Financial Advisors LLC, | 851 | $29.0K | 0.00% | +851 | New |
| American Portfolios Advisors | 800 | $27.0K | 0.00% | +300+60.0% | Added |
| 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 |
| City State Bank | 750 | $25.0K | 0.02% | −450−37.5% | Reduced |
| Amundi | 646 | $22.0K | 0.00% | −200−23.6% | Reduced |
| Private Trust Co NA | 627 | $21.0K | 0.00% | +10+1.6% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 583 | $20.0K | 0.00% | +583 | 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 |
| IFP Advisors, Inc | 201 | $13.0K | 0.00% | +1+0.5% | Added |
| Whittier Trust Co | 374 | $13.0K | 0.00% | +374 | New |
| Nomura Asset Management Co Ltd | 380 | $12.8K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 270 | $9.00K | 0.00% | +270 | New |
| Lindbrook Capital, LLC | 230 | $8.00K | 0.00% | +54+30.7% | Added |
| Parallel Advisors, LLC | 229 | $8.00K | 0.00% | +137+148.9% | Added |
| 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 |
| 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 |
| Bartlett & Co. Wealth Management LLC | 44 | $1.49K | 0.00% | −193−81.4% | Reduced |
| 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 |
| 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 |
| Wellington Management Group LLP | 0 | $0 | 0.00% | −196,916−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −175,323−100.0% | Sold out |
| Gillson Capital LP | 0 | $0 | 0.00% | −40,222−100.0% | Sold out |
| Citizens Business Bank | 0 | $0 | 0.00% | −29,155−100.0% | Sold out |
| HighTower Advisors, LLC | 0 | $0 | 0.00% | −19,112−100.0% | Sold out |
| Gyon Technologies Capital Management, LP | 0 | $0 | 0.00% | −15,755−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −15,729−100.0% | Sold out |
| First Eagle Investment Management, LLC | 0 | $0 | 0.00% | −13,451−100.0% | Sold out |
| Advisory Research Inc | 0 | $0 | 0.00% | −11,311−100.0% | Sold out |
| Wesbanco Bank Inc | 0 | $0 | 0.00% | −10,289−100.0% | Sold out |
| DuPont Capital Management Corp | 0 | $0 | 0.00% | −9,334−100.0% | Sold out |
| Franklin Resources Inc | 0 | $0 | 0.00% | −9,259−100.0% | Sold out |
| Hancock Whitney Corp | 0 | $0 | 0.00% | −7,235−100.0% | Sold out |
| Chicago Partners Investment Group LLC | 0 | $0 | 0.00% | −5,368−100.0% | Sold out |
| Prudential Financial Inc | 0 | $0 | 0.00% | −5,822−100.0% | Sold out |
| Snowden Capital Advisors LLC | 0 | $0 | 0.00% | −5,827−100.0% | Sold out |
| Jefferies Group LLC | 0 | $0 | 0.00% | −5,754−100.0% | Sold out |
| Cantor Fitzgerald, L. P. | 0 | $0 | 0.00% | −5,725−100.0% | Sold out |
| Caxton Associates LP | 0 | $0 | 0.00% | −5,523−100.0% | Sold out |
| New York State Teachers Retirement System | 0 | $0 | 0.00% | −5,400−100.0% | Sold out |
| O'Rourke & Company, Inc | 0 | $0 | 0.00% | −5,215−100.0% | Sold out |
| Globeflex Capital L P | 0 | $0 | 0.00% | −2,674−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| Venture Visionary Partners LLC | 0 | $0 | 0.00% | −608−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −421−100.0% | Sold out |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −201−100.0% | Sold out |
| Better Money Decisions, LLC | 0 | $0 | 0.00% | −207−100.0% | Sold out |
| Prospera Financial Services Inc | 0 | $0 | 0.00% | −173−100.0% | Sold out |
| Bramshill Investments, LLC | 0 | $0 | 0.00% | −190−100.0% | Sold out |
| Horan Securities, Inc. | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Versant Capital Management, Inc | 0 | $0 | 0.00% | −12−100.0% | Sold out |
| Steward Financial Group LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Brewin Dolphin Ltd | – | – | – | – | Not filed |
| Cordasco Financial Network | – | – | – | – | Not filed |
| Private Capital Group, LLC | – | – | – | – | Not filed |