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, Q1 2023
Institutional positions in Moelis & Co as of Mar 31, 2023. 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
- 245
- +5 vs. Q4 2022
- Shares held
- 65.7M
- +2.02M (+3.2%) vs. Q4 2022
- Total value
- $2.53B
- +$83.4M (+3.4%) vs. Q4 2022
- New holders
- 26
- 98 more added
- Sold out
- 21
- 83 more reduced
1 institution that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Moelis & Co; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Kayne Anderson Rudnick Investment Management LLC | 7,010,589 | $269.5M | 0.79% | +272,370+4.0% | Added |
| Vanguard Group Inc | 6,649,208 | $255.6M | 0.01% | +135,366+2.1% | Added |
| BlackRock Inc. | 5,368,751 | $206.4M | 0.01% | −213,171−3.8% | Reduced |
| Wasatch Advisors Inc | 4,536,937 | $174.4M | 1.09% | +614,890+15.7% | Added |
| London Co of Virginia | 3,556,059 | $136.7M | 0.79% | −46,137−1.3% | Reduced |
| Timucuan Asset Management Inc | 2,590,368 | $99.6M | 4.17% | +128,183+5.2% | Added |
| Alliancebernstein L.P. | 2,473,296 | $95.1M | 0.04% | −433,792−14.9% | Reduced |
| JPMorgan Chase & Co | 2,304,524 | $88.6M | 0.01% | −206,816−8.2% | Reduced |
| Heard Capital LLC | 1,754,739 | $67.5M | 5.61% | +146,341+9.1% | Added |
| Westwood Holdings Group Inc. | 1,402,966 | $53.9M | 0.49% | −253,899−15.3% | Reduced |
| Lord, Abbett & Co. LLC | 1,381,921 | $53.1M | 0.19% | +567,794+69.7% | Added |
| State Street Corp | 1,366,493 | $52.5M | 0.00% | +42,078+3.2% | Added |
| Geode Capital Management, LLC | 1,306,547 | $50.2M | 0.01% | +17,009+1.3% | Added |
| Madison Asset Management, LLC | 1,299,712 | $50.0M | 0.76% | +504,896+63.5% | Added |
| Artisan Partners Limited Partnership | 1,212,066 | $46.6M | 0.08% | −63,984−5.0% | Reduced |
| Wells Fargo & Company | 1,084,230 | $41.7M | 0.01% | +76,751+7.6% | Added |
| Dimensional Fund Advisors LP | 1,036,890 | $39.9M | 0.01% | +20,919+2.1% | Added |
| Ameriprise Financial Inc | 1,035,381 | $39.8M | 0.01% | +169,028+19.5% | Added |
| HighTower Advisors, LLC | 948,932 | $36.5M | 0.08% | +309,912+48.5% | Added |
| Capital World Investors | 719,000 | $27.6M | 0.01% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 705,312 | $27.1M | 0.01% | +19,879+2.9% | Added |
| Morgan Stanley | 697,482 | $26.8M | 0.00% | −121,178−14.8% | Reduced |
| Bank of New York Mellon Corp | 678,348 | $26.1M | 0.01% | −4,404−0.6% | Reduced |
| Norges Bank | 642,121 | $24.7M | 0.01% | +108,011+20.2% | Added |
| Emerald Advisers, LLC | 633,983 | $24.4M | 1.17% | −100,709−13.7% | Reduced |
| Northern Trust Corp | 622,083 | $23.9M | 0.00% | +903+0.1% | Added |
| Bamco Inc | 596,430 | $22.9M | 0.07% | −1,600−0.3% | Reduced |
| Vaughan Nelson Investment Management, L.P. | 575,897 | $22.1M | 0.27% | −11,060−1.9% | Reduced |
| Bank of America Corp | 569,967 | $21.9M | 0.00% | +31,962+5.9% | Added |
| Emerald Mutual Fund Advisers Trust | 522,721 | $20.1M | 1.19% | −78,017−13.0% | Reduced |
| Cramer Rosenthal McGlynn LLC | 482,927 | $18.6M | 0.84% | +482,927 | New |
| Royce & Associates LP | 447,833 | $17.2M | 0.17% | −93,188−17.2% | Reduced |
| Tributary Capital Management, LLC | 447,507 | $17.2M | 1.59% | +18,680+4.4% | Added |
| Principal Financial Group Inc | 420,500 | $16.2M | 0.01% | −54,440−11.5% | Reduced |
| Raymond James & Associates | 403,008 | $15.5M | 0.01% | +16,534+4.3% | Added |
| Capital Management Corp | 323,174 | $12.4M | 2.85% | −63,765−16.5% | Reduced |
| Royal Bank of Canada | 319,247 | $12.3M | 0.00% | +121,161+61.2% | Added |
| Newport Capital Group, LLC | 297,989 | $11.4M | 13.14% | +297,989 | New |
| Goldman Sachs Group Inc | 274,024 | $10.5M | 0.00% | +10,840+4.1% | Added |
| Victory Capital Management Inc | 272,445 | $10.5M | 0.01% | −67,902−20.0% | Reduced |
| SEI Investments Co | 267,156 | $10.3M | 0.02% | +84,072+45.9% | Added |
| Invesco Ltd. | 247,598 | $9.52M | 0.00% | +21,834+9.7% | Added |
| Jennison Associates LLC | 218,207 | $8.39M | 0.01% | −28,324−11.5% | Reduced |
| Stifel Financial Corp | 209,301 | $8.05M | 0.01% | +51,450+32.6% | Added |
| Deutsche Bank AG | 187,674 | $7.21M | 0.00% | +11,942+6.8% | Added |
| First Republic Investment Management, Inc. | 182,010 | $7.00M | 0.01% | +23,630+14.9% | Added |
| First Trust Advisors LP | 178,404 | $6.86M | 0.01% | −78,976−30.7% | Reduced |
| Adirondack Retirement Specialists, Inc. | 176,308 | $6.58M | 5.48% | −121,680−40.8% | Reduced |
| Winslow Asset Management Inc | 169,964 | $6.53M | 1.52% | −390.0% | Reduced |
| Nuveen Asset Management, LLC | 168,195 | $6.46M | 0.00% | −22,001−11.6% | Reduced |
| UBS Group AG | 143,341 | $5.51M | 0.00% | −4,227−2.9% | Reduced |
| Swiss National Bank | 138,000 | $5.30M | 0.00% | −16,800−10.9% | Reduced |
| Vestcor Inc | 116,717 | $4.49M | 0.16% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 115,649 | $4.45M | 0.00% | +15,471+15.4% | Added |
| Regions Financial Corp | 107,183 | $4.12M | 0.04% | +4,713+4.6% | Added |
| American Century Companies Inc | 108,677 | $4.04M | 0.00% | −76,589−41.3% | Reduced |
| Natixis Advisors, L.P. | 100,813 | $3.88M | 0.01% | +1,013+1.0% | Added |
| FMR LLC | 97,545 | $3.75M | 0.00% | −35,091−26.5% | Reduced |
| Citadel Advisors LLC | 96,487 | $3.71M | 0.00% | +94,085+3,916.9% | Added |
| Rhumbline Advisers | 93,549 | $3.60M | 0.00% | +1,461+1.6% | Added |
| Grandeur Peak Global Advisors, LLC | 92,241 | $3.55M | 0.22% | +42,139+84.1% | Added |
| Public Employees Retirement System of Ohio | 84,520 | $3.25M | 0.01% | −926−1.1% | Reduced |
| California State Teachers Retirement System | 79,911 | $3.07M | 0.00% | −1,290−1.6% | Reduced |
| Fisher Asset Management, LLC | 77,903 | $2.99M | 0.00% | +794+1.0% | Added |
| B. Metzler seel. Sohn & Co. AG | 77,599 | $2.98M | 0.05% | +9,224+13.5% | Added |
| BlueCrest Capital Management Ltd | 75,464 | $2.90M | 0.31% | +75,464 | New |
| UBS Asset Management Americas Inc | 75,227 | $2.89M | 0.00% | +75,227 | New |
| New York State Common Retirement Fund | 75,080 | $2.89M | 0.00% | −19,555−20.7% | Reduced |
| Nicholas Investment Partners, LP | 72,793 | $2.80M | 0.21% | −39,285−35.1% | Reduced |
| Schroder Investment Management Group | 67,444 | $2.59M | 0.00% | −20,611−23.4% | Reduced |
| Susquehanna International Group, LLP | 65,736 | $2.53M | 0.00% | +47,702+264.5% | Added |
| Alps Advisors Inc | 63,763 | $2.45M | 0.02% | +7,024+12.4% | Added |
| Legal & General Group Plc | 63,137 | $2.43M | 0.00% | +4,211+7.1% | Added |
| Advisors Asset Management, Inc. | 61,525 | $2.37M | 0.05% | −35,013−36.3% | Reduced |
| Mutual of America Capital Management LLC | 61,469 | $2.36M | 0.03% | −1,928−3.0% | Reduced |
| Holocene Advisors, LP | 61,072 | $2.35M | 0.01% | +8,741+16.7% | Added |
| Brinker Capital Investments, LLC | 57,392 | $2.21M | 0.03% | −3,573−5.9% | Reduced |
| Orion Portfolio Solutions, LLC | 57,392 | $2.21M | 0.03% | +57,392 | New |
| Moran Wealth Management, LLC | 54,778 | $2.11M | 0.08% | +21,525+64.7% | Added |
| Credit Suisse AG | 54,023 | $2.08M | 0.00% | +584+1.1% | Added |
| Neuberger Berman Group LLC | 52,912 | $2.03M | 0.00% | −4,446−7.8% | Reduced |
| State of New Jersey Common Pension Fund D | 52,727 | $2.03M | 0.01% | 00.0% | Unchanged |
| First National Bank of Omaha | 52,635 | $2.02M | 0.12% | −499−0.9% | Reduced |
| Man Group plc | – | $2.00M | 0.01% | – | – |
| NewEdge Wealth, LLC | 51,947 | $2.00M | 0.08% | −2,905−5.3% | Reduced |
| Vestmark Advisory Solutions, Inc. | 51,947 | $2.00M | 0.09% | −2,532−4.6% | Reduced |
| CenterBook Partners LP | 51,422 | $1.98M | 0.28% | +22,491+77.7% | Added |
| Park Circle Co | 50,176 | $1.93M | 1.87% | 00.0% | Unchanged |
| Cornerstone Investment Partners, LLC | 49,034 | $1.88M | 0.12% | +175+0.4% | Added |
| Salvus Wealth Management, LLC | 49,022 | $1.88M | 1.52% | +750+1.6% | Added |
| LPL Financial LLC | 48,667 | $1.87M | 0.00% | +6,755+16.1% | Added |
| Barclays PLC | 48,030 | $1.85M | 0.00% | +15,377+47.1% | Added |
| First Eagle Investment Management, LLC | 47,738 | $1.84M | 0.00% | +47,738 | New |
| Oppenheimer Asset Management Inc. | 47,426 | $1.82M | 0.03% | +14,839+45.5% | Added |
| PDT Partners, LLC | 45,953 | $1.77M | 0.24% | +45,953 | New |
| BNP Paribas Arbitrage, SA | 44,626 | $1.72M | 0.00% | +26,033+140.0% | Added |
| Janney Montgomery Scott LLC | 42,681 | $1.64M | 0.01% | +13,173+44.6% | Added |
| Eagle Rock Investment Company, LLC | 41,441 | $1.59M | 0.37% | −49−0.1% | Reduced |
| Verdence Capital Advisors LLC | 37,247 | $1.43M | 0.17% | +19,410+108.8% | Added |
| CM Wealth Advisors LLC | 35,096 | $1.43M | 0.28% | +35,096 | New |