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 |
|---|---|---|---|---|---|
| Handelsbanken Fonder AB | 11,751 | $451.0K | 0.00% | 00.0% | Unchanged |
| Quantum Private Wealth, LLC | 11,765 | $451.4K | 0.29% | −296−2.5% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 11,816 | $453.0K | 0.00% | +32+0.3% | Added |
| KB Financial Partners, LLC | 11,870 | $455.0K | 0.16% | +73+0.6% | Added |
| Squarepoint Ops LLC | 11,882 | $455.9K | 0.00% | −59,213−83.3% | Reduced |
| New York Life Investment Management LLC | 12,080 | $463.5K | 0.01% | +1,359+12.7% | Added |
| First Hawaiian Bank | 12,626 | $484.0K | 0.02% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 12,688 | $487.0K | 0.15% | +173+1.4% | Added |
| Gabelli Funds LLC | 12,900 | $495.0K | 0.00% | +12,900 | New |
| Mercer Global Advisors Inc | 13,054 | $501.0K | 0.00% | +456+3.6% | Added |
| Naples Global Advisors, LLC | 13,191 | $506.1K | 0.06% | +910+7.4% | Added |
| Panagora Asset Management Inc | 13,920 | $534.1K | 0.00% | −3,338−19.3% | Reduced |
| State Board of Administration of Florida Retirement System | 14,043 | $538.8K | 0.00% | +700+5.2% | Added |
| Advisor Group Holdings, Inc. | 14,321 | $550.6K | 0.00% | +2,168+17.8% | Added |
| US Bancorp | 14,562 | $558.7K | 0.00% | −44−0.3% | Reduced |
| Legato Capital Management LLC | 14,747 | $565.8K | 0.11% | +14,747 | New |
| Harbor Advisors LLC | 14,800 | $567.9K | 0.14% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 14,906 | $571.9K | 0.08% | +14,906 | New |
| Jupiter Asset Management Ltd | 15,037 | $576.8K | 0.01% | −21,715−59.1% | Reduced |
| Quadrature Capital Ltd | 15,124 | $579.9K | 0.02% | +15,124 | New |
| Heritage Wealth Management, LLC | 15,178 | $582.4K | 0.08% | +8,785+137.4% | Added |
| Campbell Newman Asset Management Inc | 15,473 | $593.7K | 0.06% | +503+3.4% | Added |
| Ergoteles LLC | 17,540 | $673.0K | 0.02% | +17,540 | New |
| Verdence Capital Advisors LLC | 17,837 | $684.4K | 0.08% | −20,440−53.4% | Reduced |
| Susquehanna International Group, LLP | 18,034 | $692.0K | 0.00% | −5,976−24.9% | Reduced |
| Arizona State Retirement System | 18,080 | $693.7K | 0.01% | +463+2.6% | Added |
| BNP Paribas Arbitrage, SA | 18,593 | $713.4K | 0.00% | −12,602−40.4% | Reduced |
| Asset Management One Co.,Ltd. | 18,502 | $717.7K | 0.00% | −35,424−65.7% | Reduced |
| Ensign Peak Advisors, Inc | 18,900 | $725.2K | 0.00% | +18,900 | New |
| Nisa Investment Advisors, LLC | 19,793 | $759.0K | 0.01% | +4,800+32.0% | Added |
| Jane Street Group, LLC | 20,147 | $773.0K | 0.00% | +9,780+94.3% | Added |
| Hamilton Capital Partners Inc. | 20,866 | $800.6K | 0.34% | +20,866 | New |
| Janus Henderson Group PLC | 21,525 | $825.9K | 0.00% | −1,843−7.9% | Reduced |
| Schonfeld Strategic Advisors LLC | 22,400 | $859.5K | 0.01% | −12,000−34.9% | Reduced |
| Price T Rowe Associates Inc | 23,512 | $902.0K | 0.00% | −6,005−20.3% | Reduced |
| Macquarie Group Ltd | 23,992 | $921.0K | 0.00% | −5,822−19.5% | Reduced |
| Voya Investment Management LLC | 24,071 | $923.6K | 0.00% | −130−0.5% | Reduced |
| AMG National Trust Bank | 24,614 | $944.4K | 0.03% | +13,184+115.3% | Added |
| Hennion & Walsh Asset Management, Inc. | 24,851 | $954.0K | 0.06% | +4,125+19.9% | Added |
| STRS Ohio | 25,100 | $963.0K | 0.00% | −3,400−11.9% | Reduced |
| Manufacturers Life Insurance Company, The | 25,435 | $975.9K | 0.00% | −9,999−28.2% | Reduced |
| Federation des caisses Desjardins du Quebec | 27,235 | $1.05M | 0.01% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 27,321 | $1.05M | 0.00% | +2,077+8.2% | Added |
| Mirae Asset Global Investments Co., Ltd. | 27,328 | $1.05M | 0.00% | +294+1.1% | Added |
| CWM, LLC | 27,521 | $1.06M | 0.01% | +1,974+7.7% | Added |
| Alberta Investment Management Corp | 28,268 | $1.08M | 0.01% | +6,550+30.2% | Added |
| Richard P Slaughter Associates Inc | 28,702 | $1.10M | 0.35% | +2,213+8.4% | Added |
| CenterBook Partners LP | 28,931 | $1.11M | 0.18% | −8,930−23.6% | Reduced |
| State of Wisconsin Investment Board | 29,288 | $1.12M | 0.00% | −4,097−12.3% | Reduced |
| Janney Montgomery Scott LLC | 29,508 | $1.13M | 0.00% | −651−2.2% | Reduced |
| American International Group, Inc. | 30,154 | $1.16M | 0.01% | −110−0.4% | Reduced |
| Oppenheimer Asset Management Inc. | 32,587 | $1.25M | 0.02% | +8,034+32.7% | Added |
| Barclays PLC | 32,653 | $1.25M | 0.00% | −26,514−44.8% | Reduced |
| Moran Wealth Management, LLC | 33,253 | $1.28M | 0.05% | +33,253 | New |
| MetLife Investment Management | 33,540 | $1.29M | 0.01% | 00.0% | Unchanged |
| Chevy Chase Trust Holdings, Inc. | 37,217 | $1.43M | 0.01% | −13,530−26.7% | Reduced |
| LPL Financial LLC | 41,912 | $1.61M | 0.00% | +2,382+6.0% | Added |
| Eagle Rock Investment Company, LLC | 41,490 | $1.84M | 0.42% | −600−1.4% | Reduced |
| Salvus Wealth Management, LLC | 48,272 | $1.85M | 1.70% | −35−0.1% | Reduced |
| Cornerstone Investment Partners, LLC | 48,859 | $1.87M | 0.12% | +40+0.1% | Added |
| Russell Investments Group, Ltd. | 49,158 | $1.89M | 0.00% | −4,218−7.9% | Reduced |
| Grandeur Peak Global Advisors, LLC | 50,102 | $1.92M | 0.11% | −1,739−3.4% | Reduced |
| Park Circle Co | 50,176 | $1.93M | 1.88% | 00.0% | Unchanged |
| Holocene Advisors, LP | 52,331 | $2.01M | 0.01% | +3,538+7.3% | Added |
| State of New Jersey Common Pension Fund D | 52,727 | $2.02M | 0.01% | 00.0% | Unchanged |
| First National Bank of Omaha | 53,134 | $2.04M | 0.13% | +4,320+8.8% | Added |
| Credit Suisse AG | 53,439 | $2.05M | 0.00% | +2,444+4.8% | Added |
| Vestmark Advisory Solutions, Inc. | 54,479 | $2.09M | 0.10% | +602+1.1% | Added |
| NewEdge Wealth, LLC | 54,852 | $2.10M | 0.09% | +975+1.8% | Added |
| Alps Advisors Inc | 56,739 | $2.18M | 0.02% | +5,827+11.4% | Added |
| Neuberger Berman Group LLC | 57,358 | $2.20M | 0.00% | −6,361−10.0% | Reduced |
| Legal & General Group Plc | 58,926 | $2.26M | 0.00% | −822−1.4% | Reduced |
| Brinker Capital Investments, LLC | 60,965 | $2.34M | 0.05% | +5,203+9.3% | Added |
| Man Group plc | 61,734 | $2.37M | 0.01% | −19,022−23.6% | Reduced |
| Mutual of America Capital Management LLC | 63,397 | $2.43M | 0.03% | −3,615−5.4% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 68,375 | $2.62M | 0.04% | +26,042+61.5% | Added |
| Fisher Asset Management, LLC | 77,109 | $2.96M | 0.00% | +39,052+102.6% | Added |
| California State Teachers Retirement System | 81,201 | $3.12M | 0.00% | +247+0.3% | Added |
| Public Employees Retirement System of Ohio | 85,446 | $3.28M | 0.01% | −5,922−6.5% | Reduced |
| Schroder Investment Management Group | 88,055 | $3.38M | 0.01% | +2,582+3.0% | Added |
| Rhumbline Advisers | 92,088 | $3.53M | 0.00% | +2,088+2.3% | Added |
| New York State Common Retirement Fund | 94,635 | $3.63M | 0.00% | +17,840+23.2% | Added |
| Advisors Asset Management, Inc. | 96,538 | $3.70M | 0.08% | −3,024−3.0% | Reduced |
| Natixis Advisors, L.P. | 99,800 | $3.83M | 0.01% | +53,422+115.2% | Added |
| Envestnet Asset Management Inc | 100,178 | $3.84M | 0.00% | +2,636+2.7% | Added |
| Regions Financial Corp | 102,470 | $3.93M | 0.04% | −4,046−3.8% | Reduced |
| Nicholas Investment Partners, LP | 112,078 | $4.30M | 0.38% | +112,078 | New |
| Vestcor Inc | 116,717 | $4.48M | 0.16% | +57,992+98.8% | Added |
| FMR LLC | 132,636 | $5.09M | 0.00% | −44,537−25.1% | Reduced |
| UBS Group AG | 147,568 | $5.66M | 0.00% | +3,590+2.5% | Added |
| Swiss National Bank | 154,800 | $5.94M | 0.00% | +1,100+0.7% | Added |
| Stifel Financial Corp | 157,851 | $6.06M | 0.01% | −16,410−9.4% | Reduced |
| First Republic Investment Management, Inc. | 158,380 | $6.08M | 0.01% | −183,978−53.7% | Reduced |
| Winslow Asset Management Inc | 170,003 | $6.52M | 1.54% | −917−0.5% | Reduced |
| Deutsche Bank AG | 175,732 | $6.74M | 0.00% | +3,414+2.0% | Added |
| SEI Investments Co | 183,084 | $7.02M | 0.02% | +5,163+2.9% | Added |
| American Century Companies Inc | 185,266 | $7.11M | 0.01% | +1,659+0.9% | Added |
| Nuveen Asset Management, LLC | 190,196 | $7.30M | 0.00% | −35,054−15.6% | Reduced |
| Royal Bank of Canada | 198,086 | $7.60M | 0.00% | +8,797+4.6% | Added |
| Invesco Ltd. | 225,764 | $8.66M | 0.00% | −66,192−22.7% | Reduced |