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 |
|---|---|---|---|---|---|
| Assetmark, Inc | 594 | $22.8K | 0.00% | +112+23.2% | Added |
| National Bank of Canada | 482 | $18.5K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 380 | $14.6K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 374 | $14.3K | 0.00% | 00.0% | Unchanged |
| Comerica Securities,inc. | 334 | $12.8K | 0.00% | +334 | New |
| Lindbrook Capital, LLC | 323 | $12.4K | 0.00% | +93+40.4% | Added |
| 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 |
| Colonial Trust Co | 224 | $8.60K | 0.00% | +224 | New |
| Bell Investment Advisors, Inc | 189 | $7.25K | 0.00% | +60+46.5% | Added |
| TCI Wealth Advisors, Inc. | 139 | $5.33K | 0.00% | −131−48.5% | Reduced |
| Proequities, Inc. | 138 | $5.29K | 0.00% | +6+4.5% | Added |
| Farther Finance Advisors, LLC | 136 | $5.22K | 0.00% | +136 | New |
| Global Retirement Partners, LLC | 133 | $5.10K | 0.00% | +83+166.0% | Added |
| Hexagon Capital Partners LLC | 112 | $4.30K | 0.00% | +60+115.4% | Added |
| Spire Wealth Management | 79 | $3.00K | 0.00% | +79 | New |
| BerganKDV Wealth Management, LLC | 56 | $2.15K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 56 | $2.13K | 0.00% | +1+1.8% | Added |
| Sound Income Strategies, LLC | 44 | $1.69K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 32 | $1.23K | 0.00% | −4−11.1% | Reduced |
| Washington Trust Co | 29 | $1.11K | 0.00% | +1+3.6% | Added |
| Plante Moran Financial Advisors, LLC | 28 | $1.07K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 27 | $1.04K | 0.00% | +27 | New |
| Westside Investment Management, Inc. | 29 | $1.00K | 0.00% | 00.0% | Unchanged |
| Horan Securities, Inc. | 25 | $959 | 0.00% | +25 | New |
| Schubert & Co | 23 | $883 | 0.00% | −1−4.2% | Reduced |
| Ellevest, Inc. | 23 | $883 | 0.00% | +23 | New |
| Denali Advisors LLC | 20 | $767 | 0.00% | +20 | New |
| GWM Advisors LLC | 273 | $644 | 0.00% | +273 | New |
| Allworth Financial LP | 15 | $576 | 0.00% | −18−54.5% | Reduced |
| Versant Capital Management, Inc | 15 | $576 | 0.00% | +15 | New |
| Huntington National Bank | 13 | $499 | 0.00% | +13 | New |
| SJS Investment Consulting Inc. | 12 | $460 | 0.00% | −4−25.0% | Reduced |
| Gradient Investments LLC | 12 | $460 | 0.00% | +12 | New |
| BDO Wealth Advisors, LLC | 9 | $345 | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 9 | $345 | 0.00% | +3+50.0% | Added |
| AdvisorNet Financial, Inc | 7 | $269 | 0.00% | +7 | New |
| Glassman Wealth Services | 6 | $230 | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 5 | $192 | 0.00% | +5 | New |
| Coppell Advisory Solutions Corp. | 5 | $192 | 0.00% | +5 | New |
| Steward Financial Group LLC | 13 | $0 | 0.00% | +13 | New |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −210,544−100.0% | Sold out |
| Brandywine Global Investment Management, LLC | 0 | $0 | 0.00% | −77,319−100.0% | Sold out |
| UBS Asset Management Americas Inc | 0 | $0 | 0.00% | −65,686−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −60,525−100.0% | Sold out |
| Interval Partners, LP | 0 | $0 | 0.00% | −57,721−100.0% | Sold out |
| Aviva PLC | 0 | $0 | 0.00% | −39,735−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −35,615−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −35,197−100.0% | Sold out |
| Foresight Wealth Management, LLC | 0 | $0 | 0.00% | −23,337−100.0% | Sold out |
| AQR Capital Management LLC | 0 | $0 | 0.00% | −22,198−100.0% | Sold out |
| AlphaCrest Capital Management LLC | 0 | $0 | 0.00% | −21,469−100.0% | Sold out |
| CastleKnight Management LP | 0 | $0 | 0.00% | −20,400−100.0% | Sold out |
| Hudson Value Partners, LLC | 0 | $0 | 0.00% | −19,195−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −19,113−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −19,039−100.0% | Sold out |
| Allianz Asset Management GmbH | 0 | $0 | 0.00% | −12,664−100.0% | Sold out |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −11,907−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −12,015−100.0% | Sold out |
| Duality Advisers, LP | 0 | $0 | 0.00% | −11,781−100.0% | Sold out |
| WBI Investments | 0 | $0 | 0.00% | −11,369−100.0% | Sold out |
| Los Angeles Capital Management LLC | 0 | $0 | 0.00% | −10,777−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −7,913−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −7,826−100.0% | Sold out |
| Psagot Value Holdings Ltd. / (Israel) | 0 | $0 | 0.00% | −7,380−100.0% | Sold out |
| United Capital Financial Advisers, LLC | 0 | $0 | 0.00% | −7,034−100.0% | Sold out |
| CX Institutional | 0 | $0 | 0.00% | −6,409−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −6,000−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −3,901−100.0% | Sold out |
| Neo Ivy Capital Management | 0 | $0 | 0.00% | −2,836−100.0% | Sold out |
| Evoke Wealth, LLC | 0 | $0 | 0.00% | −1,650−100.0% | Sold out |
| Wolff Wiese Magana LLC | 0 | $0 | 0.00% | −1,157−100.0% | Sold out |
| HM Payson & Co | 0 | $0 | 0.00% | −931−100.0% | Sold out |
| Castle Wealth Management LLC | 0 | $0 | 0.00% | −759−100.0% | Sold out |
| Howe & Rusling Inc | 0 | $0 | 0.00% | −130−100.0% | Sold out |
| Timber Creek Capital Management LLC | 0 | $0 | 0.00% | −140−100.0% | Sold out |
| Bartlett & Co. Wealth Management LLC | 0 | $0 | 0.00% | −44−100.0% | Sold out |
| Fifth Third Bancorp | 0 | $0 | 0.00% | −39−100.0% | Sold out |
| Bartlett & Co. LLC | 0 | $0 | 0.00% | −44−100.0% | Sold out |
| Eaton Vance Management | – | – | – | – | Not filed |
| FourThought Financial, LLC | – | – | – | – | Not filed |
| Wipfli Financial Advisors LLC, | – | – | – | – | Not filed |
| American Portfolios Advisors | – | – | – | – | Not filed |