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 |
|---|---|---|---|---|---|
| Glassman Wealth Services | 6 | $231 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 8 | $308 | 0.00% | −4−33.3% | Reduced |
| Disciplined Investments, LLC | 10 | $384 | 0.00% | +1+11.1% | Added |
| Allworth Financial LP | 10 | $385 | 0.00% | −5−33.3% | Reduced |
| Gradient Investments LLC | 12 | $461 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 12 | $461 | 0.00% | +5+71.4% | Added |
| Versant Capital Management, Inc | 15 | $577 | 0.00% | 00.0% | Unchanged |
| Horan Securities, Inc. | 25 | $961 | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 25 | $961 | 0.00% | +2+8.7% | Added |
| Steward Financial Group LLC | 35 | $1.00K | 0.00% | +22+169.2% | Added |
| Washington Trust Co | 27 | $1.04K | 0.00% | −2−6.9% | Reduced |
| Baker Avenue Asset Management, LP | 27 | $1.04K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 28 | $1.08K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 29 | $1.11K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 37 | $1.42K | 0.00% | +5+15.6% | Added |
| Ellevest, Inc. | 40 | $1.54K | 0.00% | +17+73.9% | Added |
| Sound Income Strategies, LLC | 44 | $1.69K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 45 | $1.73K | 0.00% | +32+246.2% | Added |
| BerganKDV Wealth Management, LLC | 56 | $2.15K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 56 | $2.17K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 64 | $2.46K | 0.00% | −48−42.9% | Reduced |
| Bell Investment Advisors, Inc | 85 | $3.27K | 0.00% | −104−55.0% | Reduced |
| Cape Investment Advisory, Inc. | 110 | $4.23K | 0.00% | +110 | New |
| Spire Wealth Management | 114 | $4.38K | 0.00% | +35+44.3% | Added |
| Global Retirement Partners, LLC | 144 | $5.19K | 0.00% | +11+8.3% | Added |
| Farther Finance Advisors, LLC | 136 | $5.23K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 138 | $5.30K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 139 | $5.34K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 146 | $5.61K | 0.00% | +146 | New |
| Hazlett, Burt & Watson, Inc. | 166 | $6.00K | 0.00% | +166 | New |
| GWM Advisors LLC | 198 | $7.61K | 0.00% | −75−27.5% | Reduced |
| Colonial Trust Co | 224 | $8.61K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 182 | $10.9K | 0.00% | +1+0.6% | Added |
| Lindbrook Capital, LLC | 291 | $11.2K | 0.00% | −32−9.9% | Reduced |
| Arlington Partners LLC | 308 | $11.8K | 0.00% | +308 | New |
| Quadrant Capital Group LLC | 360 | $13.8K | 0.00% | −409−53.2% | Reduced |
| Cullen/Frost Bankers, Inc. | 362 | $13.9K | 0.00% | +362 | New |
| Whittier Trust Co | 374 | $14.4K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 380 | $14.6K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 455 | $17.5K | 0.00% | −27−5.6% | Reduced |
| Private Trust Co NA | 614 | $23.6K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 714 | $27.4K | 0.01% | +714 | New |
| City State Bank | 750 | $29.0K | 0.02% | 00.0% | Unchanged |
| Assetmark, Inc | 772 | $29.7K | 0.00% | +178+30.0% | Added |
| Eagle Bay Advisors LLC | 783 | $30.1K | 0.02% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 816 | $31.4K | 0.00% | −228−21.8% | Reduced |
| Simplex Trading, LLC | 838 | $32.0K | 0.00% | +838 | New |
| CWM, LLC | 866 | $33.0K | 0.00% | −26,655−96.9% | Reduced |
| Umb Bank N A | 875 | $33.6K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 931 | $35.8K | 0.00% | +931 | New |
| First Horizon Advisors, Inc. | 1,099 | $42.2K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 1,213 | $47.0K | 0.01% | +19+1.6% | Added |
| Tower Research Capital LLC (TRC) | 1,378 | $53.0K | 0.00% | +1,091+380.1% | Added |
| Bessemer Group Inc | 1,379 | $53.0K | 0.00% | +1,379 | New |
| Signaturefd, LLC | 1,383 | $53.2K | 0.00% | −371−21.2% | Reduced |
| Belpointe Asset Management LLC | 1,727 | $66.4K | 0.00% | −73−4.1% | Reduced |
| Allspring Global Investments Holdings, LLC | 1,907 | $73.3K | 0.00% | −231−10.8% | Reduced |
| Covestor Ltd | 2,118 | $81.0K | 0.07% | −333−13.6% | Reduced |
| Citigroup Inc | 2,761 | $106.1K | 0.00% | −1,553−36.0% | Reduced |
| Metropolitan Life Insurance Co | 3,382 | $130.0K | 0.01% | −511−13.1% | Reduced |
| Ameritas Investment Partners, Inc. | 5,101 | $196.1K | 0.01% | 00.0% | Unchanged |
| Shell Asset Management Co | 5,125 | $197.0K | 0.01% | −18−0.3% | Reduced |
| Truist Financial Corp | 5,221 | $200.7K | 0.00% | +5,221 | New |
| O'Rourke & Company, Inc | 5,248 | $202.0K | 0.15% | −190−3.5% | Reduced |
| Winton Group Ltd | 5,265 | $202.4K | 0.01% | +5,265 | New |
| Kolinsky Wealth Management, LLC | 5,625 | $216.0K | 0.23% | +15+0.3% | Added |
| Capital Investment Advisory Services, LLC | 5,761 | $221.5K | 0.03% | +6+0.1% | Added |
| JustInvest LLC | 5,929 | $227.9K | 0.01% | −861−12.7% | Reduced |
| Riverview Capital Advisers, LLC | 5,980 | $229.9K | 0.10% | 00.0% | Unchanged |
| Prudential Financial Inc | 6,199 | $238.3K | 0.00% | +332+5.7% | Added |
| Parallel Advisors, LLC | 6,205 | $238.5K | 0.01% | −918−12.9% | Reduced |
| Peak Financial Advisors LLC | 6,366 | $244.7K | 0.21% | −26−0.4% | Reduced |
| D.A. Davidson & Co. | 6,666 | $247.6K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Trust & Banking Corp | 6,564 | $252.3K | 0.00% | +489+8.0% | Added |
| Pictet Asset Management SA | 6,893 | $265.0K | 0.00% | −1,140−14.2% | Reduced |
| MML Investors Services, LLC | 7,003 | $269.0K | 0.00% | −208−2.9% | Reduced |
| Teacher Retirement System of Texas | 7,114 | $273.0K | 0.00% | −2,201−23.6% | Reduced |
| ProShare Advisors LLC | 7,503 | $288.4K | 0.00% | −700−8.5% | Reduced |
| DGS Capital Management, LLC | 7,557 | $290.5K | 0.16% | −592−7.3% | Reduced |
| Public Employees Retirement Association of Colorado | 7,648 | $294.0K | 0.00% | 00.0% | Unchanged |
| Mariner, LLC | 7,846 | $302.0K | 0.00% | +1,887+31.7% | Added |
| Capital Impact Advisors, LLC | 7,872 | $302.6K | 0.37% | 00.0% | Unchanged |
| Amalgamated Bank | 7,888 | $303.0K | 0.00% | −1,393−15.0% | Reduced |
| Panagora Asset Management Inc | 7,903 | $303.8K | 0.00% | −6,017−43.2% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 8,211 | $315.6K | 0.00% | +801+10.8% | Added |
| Drive Wealth Management, LLC | 8,269 | $317.9K | 0.13% | −982−10.6% | Reduced |
| Captrust Financial Advisors | 8,451 | $324.9K | 0.00% | −2,224−20.8% | Reduced |
| Bayesian Capital Management, LP | 9,019 | $346.7K | 0.04% | +9,019 | New |
| Juncture Wealth Strategies, LLC | 9,400 | $361.3K | 0.18% | +3,100+49.2% | Added |
| Legato Capital Management LLC | 9,470 | $364.0K | 0.07% | −5,277−35.8% | Reduced |
| Pitcairn Co | 9,491 | $364.8K | 0.03% | −17−0.2% | Reduced |
| Wesbanco Bank Inc | 9,796 | $377.0K | 0.02% | −1,132−10.4% | Reduced |
| Curated Wealth Partners LLC | 9,820 | $377.5K | 0.08% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 9,920 | $381.0K | 0.00% | −3,134−24.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 10,041 | $386.0K | 0.01% | +1,408+16.3% | Added |
| Sigma Planning Corp | 10,045 | $386.2K | 0.01% | −106−1.0% | Reduced |
| O'Shaughnessy Asset Management, LLC | 11,038 | $424.3K | 0.01% | +429+4.0% | Added |
| Qube Research & Technologies Ltd | 11,219 | $431.3K | 0.00% | +11,219 | New |
| State of Wisconsin Investment Board | 11,357 | $436.6K | 0.00% | −17,931−61.2% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 11,677 | $449.0K | 0.00% | −139−1.2% | Reduced |