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, Q4 2022
Institutional positions in Moelis & Co as of Dec 31, 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
- 241
- −1 vs. Q3 2022
- Shares held
- 63.7M
- +1.12M (+1.8%) vs. Q3 2022
- Total value
- $2.44B
- +$328.5M (+15.5%) vs. Q3 2022
- New holders
- 37
- 99 more added
- Sold out
- 38
- 78 more reduced
4 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding Moelis & Co; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Kayne Anderson Rudnick Investment Management LLC | 6,738,219 | $258.5M | 0.81% | −190,226−2.7% | Reduced |
| Vanguard Group Inc | 6,513,842 | $249.9M | 0.01% | +34,852+0.5% | Added |
| BlackRock Inc. | 5,581,922 | $214.2M | 0.01% | +30,703+0.6% | Added |
| Wasatch Advisors Inc | 3,922,047 | $150.5M | 1.01% | +859,775+28.1% | Added |
| London Co of Virginia | 3,602,196 | $138.2M | 0.82% | +274,787+8.3% | Added |
| Alliancebernstein L.P. | 2,907,088 | $111.5M | 0.05% | +18,721+0.6% | Added |
| JPMorgan Chase & Co | 2,511,340 | $96.4M | 0.01% | −23,600−0.9% | Reduced |
| Timucuan Asset Management Inc | 2,462,185 | $94.5M | 4.10% | +17,516+0.7% | Added |
| Westwood Holdings Group Inc. | 1,656,865 | $63.6M | 0.56% | +89,964+5.7% | Added |
| Heard Capital LLC | 1,608,398 | $61.7M | 6.68% | +104,883+7.0% | Added |
| State Street Corp | 1,324,415 | $50.8M | 0.00% | −18,004−1.3% | Reduced |
| Geode Capital Management, LLC | 1,289,538 | $49.5M | 0.01% | +3,608+0.3% | Added |
| Artisan Partners Limited Partnership | 1,276,050 | $49.0M | 0.09% | −102,006−7.4% | Reduced |
| Dimensional Fund Advisors LP | 1,015,971 | $39.0M | 0.01% | −11,235−1.1% | Reduced |
| Wells Fargo & Company | 1,007,479 | $38.7M | 0.01% | −2,032−0.2% | Reduced |
| Ameriprise Financial Inc | 866,353 | $33.2M | 0.01% | +229,440+36.0% | Added |
| Morgan Stanley | 818,660 | $31.4M | 0.00% | +83,207+11.3% | Added |
| Lord, Abbett & Co. LLC | 814,127 | $31.2M | 0.11% | +169,657+26.3% | Added |
| Madison Asset Management, LLC | 794,816 | $30.5M | 0.48% | +8,358+1.1% | Added |
| Emerald Advisers, LLC | 734,692 | $28.2M | 1.36% | +66,078+9.9% | Added |
| Capital World Investors | 719,000 | $27.6M | 0.01% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 685,433 | $26.3M | 0.01% | +36,667+5.7% | Added |
| Bank of New York Mellon Corp | 682,752 | $26.2M | 0.01% | +94,279+16.0% | Added |
| HighTower Advisors, LLC | 639,020 | $24.5M | 0.06% | +639,020 | New |
| Federated Hermes, Inc. | 625,000 | $24.0M | 0.07% | −457,735−42.3% | Reduced |
| Northern Trust Corp | 621,180 | $23.8M | 0.01% | +7,234+1.2% | Added |
| Emerald Mutual Fund Advisers Trust | 600,738 | $23.1M | 1.43% | +4,220+0.7% | Added |
| Bamco Inc | 598,030 | $22.9M | 0.08% | −10,945−1.8% | Reduced |
| Vaughan Nelson Investment Management, L.P. | 586,957 | $22.5M | 0.29% | −6,705−1.1% | Reduced |
| Royce & Associates LP | 541,021 | $20.8M | 0.22% | −52,618−8.9% | Reduced |
| Bank of America Corp | 538,005 | $20.6M | 0.00% | +13,185+2.5% | Added |
| Norges Bank | 534,110 | $20.5M | 0.00% | −49,431−8.5% | Reduced |
| Principal Financial Group Inc | 474,940 | $18.2M | 0.01% | −56,813−10.7% | Reduced |
| Tributary Capital Management, LLC | 428,827 | $16.5M | 1.64% | +12,027+2.9% | Added |
| Capital Management Corp | 386,939 | $14.8M | 3.65% | +27,847+7.8% | Added |
| Raymond James & Associates | 386,474 | $14.8M | 0.01% | +10,134+2.7% | Added |
| Victory Capital Management Inc | 340,347 | $13.1M | 0.02% | +257,256+309.6% | Added |
| Adirondack Retirement Specialists, Inc. | 297,988 | $11.4M | 12.90% | −40,603−12.0% | Reduced |
| Goldman Sachs Group Inc | 263,184 | $10.1M | 0.00% | +47,515+22.0% | Added |
| First Trust Advisors LP | 257,380 | $9.88M | 0.01% | +3,543+1.4% | Added |
| Jennison Associates LLC | 246,531 | $9.46M | 0.01% | −4,929−2.0% | Reduced |
| Invesco Ltd. | 225,764 | $8.66M | 0.00% | −66,192−22.7% | Reduced |
| Royal Bank of Canada | 198,086 | $7.60M | 0.00% | +8,797+4.6% | Added |
| Nuveen Asset Management, LLC | 190,196 | $7.30M | 0.00% | −35,054−15.6% | Reduced |
| American Century Companies Inc | 185,266 | $7.11M | 0.01% | +1,659+0.9% | Added |
| SEI Investments Co | 183,084 | $7.02M | 0.02% | +5,163+2.9% | Added |
| Deutsche Bank AG | 175,732 | $6.74M | 0.00% | +3,414+2.0% | Added |
| Winslow Asset Management Inc | 170,003 | $6.52M | 1.54% | −917−0.5% | Reduced |
| First Republic Investment Management, Inc. | 158,380 | $6.08M | 0.01% | −183,978−53.7% | Reduced |
| Stifel Financial Corp | 157,851 | $6.06M | 0.01% | −16,410−9.4% | Reduced |
| Swiss National Bank | 154,800 | $5.94M | 0.00% | +1,100+0.7% | Added |
| UBS Group AG | 147,568 | $5.66M | 0.00% | +3,590+2.5% | Added |
| FMR LLC | 132,636 | $5.09M | 0.00% | −44,537−25.1% | Reduced |
| Vestcor Inc | 116,717 | $4.48M | 0.16% | +57,992+98.8% | Added |
| Nicholas Investment Partners, LP | 112,078 | $4.30M | 0.38% | +112,078 | New |
| Regions Financial Corp | 102,470 | $3.93M | 0.04% | −4,046−3.8% | Reduced |
| Envestnet Asset Management Inc | 100,178 | $3.84M | 0.00% | +2,636+2.7% | Added |
| Natixis Advisors, L.P. | 99,800 | $3.83M | 0.01% | +53,422+115.2% | Added |
| Advisors Asset Management, Inc. | 96,538 | $3.70M | 0.08% | −3,024−3.0% | Reduced |
| New York State Common Retirement Fund | 94,635 | $3.63M | 0.00% | +17,840+23.2% | Added |
| Rhumbline Advisers | 92,088 | $3.53M | 0.00% | +2,088+2.3% | Added |
| Schroder Investment Management Group | 88,055 | $3.38M | 0.01% | +2,582+3.0% | Added |
| Public Employees Retirement System of Ohio | 85,446 | $3.28M | 0.01% | −5,922−6.5% | Reduced |
| California State Teachers Retirement System | 81,201 | $3.12M | 0.00% | +247+0.3% | Added |
| Fisher Asset Management, LLC | 77,109 | $2.96M | 0.00% | +39,052+102.6% | Added |
| B. Metzler seel. Sohn & Co. AG | 68,375 | $2.62M | 0.04% | +26,042+61.5% | Added |
| Mutual of America Capital Management LLC | 63,397 | $2.43M | 0.03% | −3,615−5.4% | Reduced |
| Man Group plc | 61,734 | $2.37M | 0.01% | −19,022−23.6% | Reduced |
| Brinker Capital Investments, LLC | 60,965 | $2.34M | 0.05% | +5,203+9.3% | Added |
| Legal & General Group Plc | 58,926 | $2.26M | 0.00% | −822−1.4% | Reduced |
| Neuberger Berman Group LLC | 57,358 | $2.20M | 0.00% | −6,361−10.0% | Reduced |
| Alps Advisors Inc | 56,739 | $2.18M | 0.02% | +5,827+11.4% | Added |
| NewEdge Wealth, LLC | 54,852 | $2.10M | 0.09% | +975+1.8% | Added |
| Vestmark Advisory Solutions, Inc. | 54,479 | $2.09M | 0.10% | +602+1.1% | Added |
| Credit Suisse AG | 53,439 | $2.05M | 0.00% | +2,444+4.8% | Added |
| First National Bank of Omaha | 53,134 | $2.04M | 0.13% | +4,320+8.8% | Added |
| State of New Jersey Common Pension Fund D | 52,727 | $2.02M | 0.01% | 00.0% | Unchanged |
| Holocene Advisors, LP | 52,331 | $2.01M | 0.01% | +3,538+7.3% | Added |
| Park Circle Co | 50,176 | $1.93M | 1.88% | 00.0% | Unchanged |
| Grandeur Peak Global Advisors, LLC | 50,102 | $1.92M | 0.11% | −1,739−3.4% | Reduced |
| Russell Investments Group, Ltd. | 49,158 | $1.89M | 0.00% | −4,218−7.9% | Reduced |
| Cornerstone Investment Partners, LLC | 48,859 | $1.87M | 0.12% | +40+0.1% | Added |
| Salvus Wealth Management, LLC | 48,272 | $1.85M | 1.70% | −35−0.1% | Reduced |
| Eagle Rock Investment Company, LLC | 41,490 | $1.84M | 0.42% | −600−1.4% | Reduced |
| LPL Financial LLC | 41,912 | $1.61M | 0.00% | +2,382+6.0% | Added |
| Chevy Chase Trust Holdings, Inc. | 37,217 | $1.43M | 0.01% | −13,530−26.7% | Reduced |
| MetLife Investment Management | 33,540 | $1.29M | 0.01% | 00.0% | Unchanged |
| Moran Wealth Management, LLC | 33,253 | $1.28M | 0.05% | +33,253 | New |
| Barclays PLC | 32,653 | $1.25M | 0.00% | −26,514−44.8% | Reduced |
| Oppenheimer Asset Management Inc. | 32,587 | $1.25M | 0.02% | +8,034+32.7% | Added |
| American International Group, Inc. | 30,154 | $1.16M | 0.01% | −110−0.4% | Reduced |
| Janney Montgomery Scott LLC | 29,508 | $1.13M | 0.00% | −651−2.2% | Reduced |
| State of Wisconsin Investment Board | 29,288 | $1.12M | 0.00% | −4,097−12.3% | Reduced |
| CenterBook Partners LP | 28,931 | $1.11M | 0.18% | −8,930−23.6% | Reduced |
| Richard P Slaughter Associates Inc | 28,702 | $1.10M | 0.35% | +2,213+8.4% | Added |
| Alberta Investment Management Corp | 28,268 | $1.08M | 0.01% | +6,550+30.2% | Added |
| CWM, LLC | 27,521 | $1.06M | 0.01% | +1,974+7.7% | Added |
| Mirae Asset Global Investments Co., Ltd. | 27,328 | $1.05M | 0.00% | +294+1.1% | Added |
| The PNC Financial Services Group, Inc. | 27,321 | $1.05M | 0.00% | +2,077+8.2% | Added |
| Federation des caisses Desjardins du Quebec | 27,235 | $1.05M | 0.01% | 00.0% | Unchanged |