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 |
|---|---|---|---|---|---|
| Steward Financial Group LLC | 13 | $0 | 0.00% | +13 | New |
| Coppell Advisory Solutions LLC | 5 | $192 | 0.00% | +5 | New |
| Coppell Advisory Solutions Corp. | 5 | $192 | 0.00% | +5 | New |
| Glassman Wealth Services | 6 | $230 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 7 | $269 | 0.00% | +7 | New |
| BDO Wealth Advisors, LLC | 9 | $345 | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 9 | $345 | 0.00% | +3+50.0% | Added |
| SJS Investment Consulting Inc. | 12 | $460 | 0.00% | −4−25.0% | Reduced |
| Gradient Investments LLC | 12 | $460 | 0.00% | +12 | New |
| Huntington National Bank | 13 | $499 | 0.00% | +13 | New |
| Allworth Financial LP | 15 | $576 | 0.00% | −18−54.5% | Reduced |
| Versant Capital Management, Inc | 15 | $576 | 0.00% | +15 | New |
| GWM Advisors LLC | 273 | $644 | 0.00% | +273 | New |
| Denali Advisors LLC | 20 | $767 | 0.00% | +20 | New |
| Schubert & Co | 23 | $883 | 0.00% | −1−4.2% | Reduced |
| Ellevest, Inc. | 23 | $883 | 0.00% | +23 | New |
| Horan Securities, Inc. | 25 | $959 | 0.00% | +25 | New |
| Westside Investment Management, Inc. | 29 | $1.00K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 27 | $1.04K | 0.00% | +27 | New |
| Plante Moran Financial Advisors, LLC | 28 | $1.07K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 29 | $1.11K | 0.00% | +1+3.6% | Added |
| JFS Wealth Advisors, LLC | 32 | $1.23K | 0.00% | −4−11.1% | Reduced |
| Sound Income Strategies, LLC | 44 | $1.69K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 56 | $2.13K | 0.00% | +1+1.8% | Added |
| BerganKDV Wealth Management, LLC | 56 | $2.15K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 79 | $3.00K | 0.00% | +79 | New |
| Hexagon Capital Partners LLC | 112 | $4.30K | 0.00% | +60+115.4% | Added |
| Global Retirement Partners, LLC | 133 | $5.10K | 0.00% | +83+166.0% | Added |
| Farther Finance Advisors, LLC | 136 | $5.22K | 0.00% | +136 | New |
| Proequities, Inc. | 138 | $5.29K | 0.00% | +6+4.5% | Added |
| TCI Wealth Advisors, Inc. | 139 | $5.33K | 0.00% | −131−48.5% | Reduced |
| Bell Investment Advisors, Inc | 189 | $7.25K | 0.00% | +60+46.5% | Added |
| Colonial Trust Co | 224 | $8.60K | 0.00% | +224 | New |
| Tower Research Capital LLC (TRC) | 287 | $11.0K | 0.00% | −5,430−95.0% | Reduced |
| IFP Advisors, Inc | 181 | $11.0K | 0.00% | −20−10.0% | Reduced |
| Lindbrook Capital, LLC | 323 | $12.4K | 0.00% | +93+40.4% | Added |
| Comerica Securities,inc. | 334 | $12.8K | 0.00% | +334 | New |
| Whittier Trust Co | 374 | $14.3K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 380 | $14.6K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 482 | $18.5K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 594 | $22.8K | 0.00% | +112+23.2% | Added |
| Private Trust Co NA | 614 | $24.0K | 0.00% | −13−2.1% | Reduced |
| Amundi | 646 | $24.8K | 0.00% | 00.0% | Unchanged |
| City State Bank | 750 | $29.0K | 0.02% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 769 | $29.5K | 0.00% | +660+605.5% | Added |
| Eagle Bay Advisors LLC | 783 | $30.0K | 0.02% | 00.0% | Unchanged |
| Umb Bank N A | 875 | $34.0K | 0.00% | −19−2.1% | Reduced |
| Exchange Traded Concepts, LLC | 1,030 | $39.5K | 0.00% | −60−5.5% | Reduced |
| EverSource Wealth Advisors, LLC | 1,044 | $40.1K | 0.01% | −1,165−52.7% | Reduced |
| First Horizon Advisors, Inc. | 1,099 | $42.2K | 0.00% | +50+4.8% | Added |
| Tradition Wealth Management, LLC | 1,194 | $46.0K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 1,754 | $67.3K | 0.00% | +489+38.7% | Added |
| Belpointe Asset Management LLC | 1,800 | $69.1K | 0.00% | +1,800 | New |
| Allspring Global Investments Holdings, LLC | 2,138 | $82.0K | 0.00% | −47−2.2% | Reduced |
| Citadel Advisors LLC | 2,402 | $92.2K | 0.00% | −115,740−98.0% | Reduced |
| Covestor Ltd | 2,451 | $94.0K | 0.08% | −898−26.8% | Reduced |
| Glassy Mountain Advisors, Inc. | 3,000 | $115.1K | 0.06% | +3,000 | New |
| Metropolitan Life Insurance Co | 3,893 | $149.4K | 0.01% | 00.0% | Unchanged |
| Citigroup Inc | 4,314 | $165.5K | 0.00% | −594−12.1% | Reduced |
| Rockefeller Capital Management L.P. | 5,021 | $192.0K | 0.00% | +5+0.1% | Added |
| Shell Asset Management Co | 5,143 | $197.0K | 0.01% | −1,093−17.5% | Reduced |
| Martingale Asset Management L P | 5,312 | $203.8K | 0.00% | −4,812−47.5% | Reduced |
| O'Rourke & Company, Inc | 5,438 | $209.0K | 0.17% | +5,438 | New |
| Kolinsky Wealth Management, LLC | 5,610 | $215.0K | 0.25% | +5,610 | New |
| Capital Investment Advisory Services, LLC | 5,755 | $220.8K | 0.03% | −494−7.9% | Reduced |
| Meeder Asset Management Inc | 5,804 | $222.7K | 0.02% | 00.0% | Unchanged |
| Prudential Financial Inc | 5,867 | $225.1K | 0.00% | +5,867 | New |
| Mariner, LLC | 5,959 | $229.0K | 0.00% | +5,959 | New |
| Riverview Capital Advisers, LLC | 5,980 | $229.5K | 0.12% | 00.0% | Unchanged |
| Mitsubishi UFJ Trust & Banking Corp | 6,075 | $233.1K | 0.00% | +5,492+942.0% | Added |
| Ameritas Investment Partners, Inc. | 5,101 | $235.0K | 0.01% | +304+6.3% | Added |
| Juncture Wealth Strategies, LLC | 6,300 | $241.7K | 0.12% | +6,300 | New |
| Peak Financial Advisors LLC | 6,392 | $245.3K | 0.22% | −519−7.5% | Reduced |
| SG Americas Securities, LLC | 6,488 | $249.0K | 0.00% | −4,453−40.7% | Reduced |
| D.A. Davidson & Co. | 6,666 | $258.6K | 0.00% | 00.0% | Unchanged |
| JustInvest LLC | 6,790 | $260.5K | 0.01% | +145+2.2% | Added |
| Parallel Advisors, LLC | 7,123 | $273.3K | 0.01% | +6,894+3,010.5% | Added |
| MML Investors Services, LLC | 7,211 | $277.0K | 0.00% | +336+4.9% | Added |
| Millennium Management LLC | 7,277 | $279.0K | 0.00% | −9,688−57.1% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 7,323 | $281.0K | 0.00% | +311+4.4% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 7,410 | $284.3K | 0.00% | 00.0% | Unchanged |
| BTC Capital Management, Inc. | 7,595 | $291.4K | 0.04% | +705+10.2% | Added |
| Public Employees Retirement Association of Colorado | 7,648 | $293.0K | 0.00% | 00.0% | Unchanged |
| Capital Impact Advisors, LLC | 7,872 | $302.0K | 0.30% | −1,228−13.5% | Reduced |
| Dynamic Technology Lab Private Ltd | 7,965 | $306.0K | 0.03% | +7,965 | New |
| Pictet Asset Management SA | 8,033 | $308.0K | 0.00% | +8,033 | New |
| DGS Capital Management, LLC | 8,149 | $312.7K | 0.20% | +1,046+14.7% | Added |
| ProShare Advisors LLC | 8,203 | $314.7K | 0.00% | +1,175+16.7% | Added |
| Steward Partners Investment Advisory, LLC | 8,633 | $331.2K | 0.01% | +1,690+24.3% | Added |
| Drive Wealth Management, LLC | 9,251 | $354.9K | 0.18% | +9,251 | New |
| Amalgamated Bank | 9,281 | $356.0K | 0.00% | +66+0.7% | Added |
| Teacher Retirement System of Texas | 9,315 | $357.0K | 0.00% | +15+0.2% | Added |
| Pitcairn Co | 9,508 | $364.8K | 0.04% | +2,238+30.8% | Added |
| Curated Wealth Partners LLC | 9,820 | $376.8K | 0.09% | −111−1.1% | Reduced |
| Sigma Planning Corp | 10,151 | $389.5K | 0.01% | +579+6.0% | Added |
| O'Shaughnessy Asset Management, LLC | 10,609 | $407.1K | 0.01% | −423−3.8% | Reduced |
| Captrust Financial Advisors | 10,675 | $409.6K | 0.00% | +25+0.2% | Added |
| Wesbanco Bank Inc | 10,928 | $419.0K | 0.02% | +10,928 | New |
| Versor Investments LP | 11,064 | $424.5K | 0.04% | −28,344−71.9% | Reduced |
| Great West Life Assurance Co | 11,403 | $439.0K | 0.00% | +2,598+29.5% | Added |