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 |
|---|---|---|---|---|---|
| Manufacturers Life Insurance Company, The | 25,435 | $975.9K | 0.00% | −9,999−28.2% | Reduced |
| STRS Ohio | 25,100 | $963.0K | 0.00% | −3,400−11.9% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 24,851 | $954.0K | 0.06% | +4,125+19.9% | Added |
| AMG National Trust Bank | 24,614 | $944.4K | 0.03% | +13,184+115.3% | Added |
| Voya Investment Management LLC | 24,071 | $923.6K | 0.00% | −130−0.5% | Reduced |
| Macquarie Group Ltd | 23,992 | $921.0K | 0.00% | −5,822−19.5% | Reduced |
| Price T Rowe Associates Inc | 23,512 | $902.0K | 0.00% | −6,005−20.3% | Reduced |
| Schonfeld Strategic Advisors LLC | 22,400 | $859.5K | 0.01% | −12,000−34.9% | Reduced |
| Janus Henderson Group PLC | 21,525 | $825.9K | 0.00% | −1,843−7.9% | Reduced |
| Hamilton Capital Partners Inc. | 20,866 | $800.6K | 0.34% | +20,866 | New |
| Jane Street Group, LLC | 20,147 | $773.0K | 0.00% | +9,780+94.3% | Added |
| Nisa Investment Advisors, LLC | 19,793 | $759.0K | 0.01% | +4,800+32.0% | Added |
| Ensign Peak Advisors, Inc | 18,900 | $725.2K | 0.00% | +18,900 | New |
| Asset Management One Co.,Ltd. | 18,502 | $717.7K | 0.00% | −35,424−65.7% | Reduced |
| BNP Paribas Arbitrage, SA | 18,593 | $713.4K | 0.00% | −12,602−40.4% | Reduced |
| Arizona State Retirement System | 18,080 | $693.7K | 0.01% | +463+2.6% | Added |
| Susquehanna International Group, LLP | 18,034 | $692.0K | 0.00% | −5,976−24.9% | Reduced |
| Verdence Capital Advisors LLC | 17,837 | $684.4K | 0.08% | −20,440−53.4% | Reduced |
| Ergoteles LLC | 17,540 | $673.0K | 0.02% | +17,540 | New |
| Campbell Newman Asset Management Inc | 15,473 | $593.7K | 0.06% | +503+3.4% | Added |
| Heritage Wealth Management, LLC | 15,178 | $582.4K | 0.08% | +8,785+137.4% | Added |
| Quadrature Capital Ltd | 15,124 | $579.9K | 0.02% | +15,124 | New |
| Jupiter Asset Management Ltd | 15,037 | $576.8K | 0.01% | −21,715−59.1% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 14,906 | $571.9K | 0.08% | +14,906 | New |
| Harbor Advisors LLC | 14,800 | $567.9K | 0.14% | 00.0% | Unchanged |
| Legato Capital Management LLC | 14,747 | $565.8K | 0.11% | +14,747 | New |
| US Bancorp | 14,562 | $558.7K | 0.00% | −44−0.3% | Reduced |
| Advisor Group Holdings, Inc. | 14,321 | $550.6K | 0.00% | +2,168+17.8% | Added |
| State Board of Administration of Florida Retirement System | 14,043 | $538.8K | 0.00% | +700+5.2% | Added |
| Panagora Asset Management Inc | 13,920 | $534.1K | 0.00% | −3,338−19.3% | Reduced |
| Naples Global Advisors, LLC | 13,191 | $506.1K | 0.06% | +910+7.4% | Added |
| Mercer Global Advisors Inc | 13,054 | $501.0K | 0.00% | +456+3.6% | Added |
| Gabelli Funds LLC | 12,900 | $495.0K | 0.00% | +12,900 | New |
| SkyView Investment Advisors, LLC | 12,688 | $487.0K | 0.15% | +173+1.4% | Added |
| First Hawaiian Bank | 12,626 | $484.0K | 0.02% | 00.0% | Unchanged |
| New York Life Investment Management LLC | 12,080 | $463.5K | 0.01% | +1,359+12.7% | Added |
| Squarepoint Ops LLC | 11,882 | $455.9K | 0.00% | −59,213−83.3% | Reduced |
| KB Financial Partners, LLC | 11,870 | $455.0K | 0.16% | +73+0.6% | Added |
| Cambridge Investment Research Advisors, Inc. | 11,816 | $453.0K | 0.00% | +32+0.3% | Added |
| Quantum Private Wealth, LLC | 11,765 | $451.4K | 0.29% | −296−2.5% | Reduced |
| Handelsbanken Fonder AB | 11,751 | $451.0K | 0.00% | 00.0% | Unchanged |
| Great West Life Assurance Co | 11,403 | $439.0K | 0.00% | +2,598+29.5% | Added |
| Versor Investments LP | 11,064 | $424.5K | 0.04% | −28,344−71.9% | Reduced |
| Wesbanco Bank Inc | 10,928 | $419.0K | 0.02% | +10,928 | New |
| Captrust Financial Advisors | 10,675 | $409.6K | 0.00% | +25+0.2% | Added |
| O'Shaughnessy Asset Management, LLC | 10,609 | $407.1K | 0.01% | −423−3.8% | Reduced |
| Sigma Planning Corp | 10,151 | $389.5K | 0.01% | +579+6.0% | Added |
| Curated Wealth Partners LLC | 9,820 | $376.8K | 0.09% | −111−1.1% | Reduced |
| Pitcairn Co | 9,508 | $364.8K | 0.04% | +2,238+30.8% | Added |
| Teacher Retirement System of Texas | 9,315 | $357.0K | 0.00% | +15+0.2% | Added |
| Amalgamated Bank | 9,281 | $356.0K | 0.00% | +66+0.7% | Added |
| Drive Wealth Management, LLC | 9,251 | $354.9K | 0.18% | +9,251 | New |
| Steward Partners Investment Advisory, LLC | 8,633 | $331.2K | 0.01% | +1,690+24.3% | Added |
| ProShare Advisors LLC | 8,203 | $314.7K | 0.00% | +1,175+16.7% | Added |
| DGS Capital Management, LLC | 8,149 | $312.7K | 0.20% | +1,046+14.7% | Added |
| Pictet Asset Management SA | 8,033 | $308.0K | 0.00% | +8,033 | New |
| Dynamic Technology Lab Private Ltd | 7,965 | $306.0K | 0.03% | +7,965 | New |
| Capital Impact Advisors, LLC | 7,872 | $302.0K | 0.30% | −1,228−13.5% | Reduced |
| Public Employees Retirement Association of Colorado | 7,648 | $293.0K | 0.00% | 00.0% | Unchanged |
| BTC Capital Management, Inc. | 7,595 | $291.4K | 0.04% | +705+10.2% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 7,410 | $284.3K | 0.00% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 7,323 | $281.0K | 0.00% | +311+4.4% | Added |
| Millennium Management LLC | 7,277 | $279.0K | 0.00% | −9,688−57.1% | Reduced |
| MML Investors Services, LLC | 7,211 | $277.0K | 0.00% | +336+4.9% | Added |
| Parallel Advisors, LLC | 7,123 | $273.3K | 0.01% | +6,894+3,010.5% | Added |
| JustInvest LLC | 6,790 | $260.5K | 0.01% | +145+2.2% | Added |
| D.A. Davidson & Co. | 6,666 | $258.6K | 0.00% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 6,488 | $249.0K | 0.00% | −4,453−40.7% | Reduced |
| Peak Financial Advisors LLC | 6,392 | $245.3K | 0.22% | −519−7.5% | Reduced |
| Juncture Wealth Strategies, LLC | 6,300 | $241.7K | 0.12% | +6,300 | New |
| Ameritas Investment Partners, Inc. | 5,101 | $235.0K | 0.01% | +304+6.3% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 6,075 | $233.1K | 0.00% | +5,492+942.0% | Added |
| Riverview Capital Advisers, LLC | 5,980 | $229.5K | 0.12% | 00.0% | Unchanged |
| Mariner, LLC | 5,959 | $229.0K | 0.00% | +5,959 | New |
| Prudential Financial Inc | 5,867 | $225.1K | 0.00% | +5,867 | New |
| Meeder Asset Management Inc | 5,804 | $222.7K | 0.02% | 00.0% | Unchanged |
| Capital Investment Advisory Services, LLC | 5,755 | $220.8K | 0.03% | −494−7.9% | Reduced |
| Kolinsky Wealth Management, LLC | 5,610 | $215.0K | 0.25% | +5,610 | New |
| O'Rourke & Company, Inc | 5,438 | $209.0K | 0.17% | +5,438 | New |
| Martingale Asset Management L P | 5,312 | $203.8K | 0.00% | −4,812−47.5% | Reduced |
| Shell Asset Management Co | 5,143 | $197.0K | 0.01% | −1,093−17.5% | Reduced |
| Rockefeller Capital Management L.P. | 5,021 | $192.0K | 0.00% | +5+0.1% | Added |
| Citigroup Inc | 4,314 | $165.5K | 0.00% | −594−12.1% | Reduced |
| Metropolitan Life Insurance Co | 3,893 | $149.4K | 0.01% | 00.0% | Unchanged |
| Glassy Mountain Advisors, Inc. | 3,000 | $115.1K | 0.06% | +3,000 | New |
| Covestor Ltd | 2,451 | $94.0K | 0.08% | −898−26.8% | Reduced |
| Citadel Advisors LLC | 2,402 | $92.2K | 0.00% | −115,740−98.0% | Reduced |
| Allspring Global Investments Holdings, LLC | 2,138 | $82.0K | 0.00% | −47−2.2% | Reduced |
| Belpointe Asset Management LLC | 1,800 | $69.1K | 0.00% | +1,800 | New |
| Signaturefd, LLC | 1,754 | $67.3K | 0.00% | +489+38.7% | Added |
| Tradition Wealth Management, LLC | 1,194 | $46.0K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 1,099 | $42.2K | 0.00% | +50+4.8% | Added |
| EverSource Wealth Advisors, LLC | 1,044 | $40.1K | 0.01% | −1,165−52.7% | Reduced |
| Exchange Traded Concepts, LLC | 1,030 | $39.5K | 0.00% | −60−5.5% | Reduced |
| Umb Bank N A | 875 | $34.0K | 0.00% | −19−2.1% | Reduced |
| Eagle Bay Advisors LLC | 783 | $30.0K | 0.02% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 769 | $29.5K | 0.00% | +660+605.5% | Added |
| City State Bank | 750 | $29.0K | 0.02% | 00.0% | Unchanged |
| Amundi | 646 | $24.8K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 614 | $24.0K | 0.00% | −13−2.1% | Reduced |