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 |
|---|---|---|---|---|---|
| Handelsbanken Fonder AB | 11,751 | $452.0K | 0.00% | 00.0% | Unchanged |
| Quantum Private Wealth, LLC | 11,765 | $452.2K | 0.24% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 11,921 | $458.2K | 0.05% | −2,985−20.0% | Reduced |
| TownSquare Capital, LLC | 12,130 | $466.3K | 0.01% | +12,130 | New |
| KB Financial Partners, LLC | 12,611 | $485.0K | 0.14% | +741+6.2% | Added |
| Resources Investment Advisors, LLC. | 12,620 | $485.1K | 0.01% | +12,620 | New |
| First Hawaiian Bank | 12,626 | $485.3K | 0.02% | 00.0% | Unchanged |
| Naples Global Advisors, LLC | 12,841 | $493.6K | 0.06% | −350−2.7% | Reduced |
| Great West Life Assurance Co | 12,932 | $498.0K | 0.00% | +1,529+13.4% | Added |
| SkyView Investment Advisors, LLC | 13,779 | $530.0K | 0.12% | +1,091+8.6% | Added |
| State Board of Administration of Florida Retirement System | 14,043 | $539.8K | 0.00% | 00.0% | Unchanged |
| Harbor Advisors LLC | 14,800 | $568.9K | 0.13% | 00.0% | Unchanged |
| US Bancorp | 15,225 | $585.2K | 0.00% | +663+4.6% | Added |
| DFPG Investments, LLC | 15,445 | $593.7K | 0.06% | +15,445 | New |
| Campbell Newman Asset Management Inc | 15,628 | $600.7K | 0.06% | +155+1.0% | Added |
| SG Americas Securities, LLC | 17,391 | $669.0K | 0.01% | +10,903+168.0% | Added |
| Arizona State Retirement System | 18,534 | $712.4K | 0.01% | +454+2.5% | Added |
| Nisa Investment Advisors, LLC | 18,942 | $728.0K | 0.01% | −851−4.3% | Reduced |
| Quadrature Capital Ltd | 19,430 | $747.1K | 0.02% | +4,306+28.5% | Added |
| Asset Management One Co.,Ltd. | 19,560 | $751.9K | 0.00% | +1,058+5.7% | Added |
| Advisor Group Holdings, Inc. | 21,425 | $824.3K | 0.00% | +7,104+49.6% | Added |
| Ensign Peak Advisors, Inc | 22,150 | $851.4K | 0.00% | +3,250+17.2% | Added |
| Russell Investments Group, Ltd. | 23,375 | $898.5K | 0.00% | −25,783−52.4% | Reduced |
| Jane Street Group, LLC | 23,412 | $900.0K | 0.00% | +3,265+16.2% | Added |
| Jump Financial, LLC | 23,700 | $911.0K | 0.04% | +23,700 | New |
| Voya Investment Management LLC | 23,904 | $918.9K | 0.00% | −167−0.7% | Reduced |
| Federation des caisses Desjardins du Quebec | 24,465 | $940.4K | 0.01% | −2,770−10.2% | Reduced |
| Price T Rowe Associates Inc | 24,578 | $945.0K | 0.00% | +1,066+4.5% | Added |
| STRS Ohio | 25,500 | $980.0K | 0.00% | +400+1.6% | Added |
| Manufacturers Life Insurance Company, The | 25,521 | $981.0K | 0.00% | +86+0.3% | Added |
| Schonfeld Strategic Advisors LLC | 26,126 | $1.00M | 0.01% | +3,726+16.6% | Added |
| AMG National Trust Bank | 26,853 | $1.03M | 0.04% | +2,239+9.1% | Added |
| Janus Henderson Group PLC | 27,134 | $1.04M | 0.00% | +5,609+26.1% | Added |
| Macquarie Group Ltd | 27,520 | $1.06M | 0.00% | +3,528+14.7% | Added |
| Mirae Asset Global Investments Co., Ltd. | 27,743 | $1.07M | 0.00% | +415+1.5% | Added |
| Gabelli Funds LLC | 28,300 | $1.09M | 0.01% | +15,400+119.4% | Added |
| Hennion & Walsh Asset Management, Inc. | 29,951 | $1.15M | 0.07% | +5,100+20.5% | Added |
| American International Group, Inc. | 30,766 | $1.18M | 0.01% | +612+2.0% | Added |
| Richard P Slaughter Associates Inc | 30,830 | $1.19M | 0.39% | +2,128+7.4% | Added |
| Magnetar Financial LLC | 31,685 | $1.22M | 0.02% | +31,685 | New |
| The PNC Financial Services Group, Inc. | 33,457 | $1.29M | 0.00% | +6,136+22.5% | Added |
| MetLife Investment Management | 33,540 | $1.29M | 0.01% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 33,543 | $1.29M | 0.01% | +21,661+182.3% | Added |
| Alberta Investment Management Corp | 34,943 | $1.34M | 0.01% | +6,675+23.6% | Added |
| Chevy Chase Trust Holdings, Inc. | 36,431 | $1.40M | 0.01% | −786−2.1% | Reduced |
| CM Wealth Advisors LLC | 35,096 | $1.43M | 0.28% | +35,096 | New |
| Verdence Capital Advisors LLC | 37,247 | $1.43M | 0.17% | +19,410+108.8% | Added |
| Eagle Rock Investment Company, LLC | 41,441 | $1.59M | 0.37% | −49−0.1% | Reduced |
| Janney Montgomery Scott LLC | 42,681 | $1.64M | 0.01% | +13,173+44.6% | Added |
| BNP Paribas Arbitrage, SA | 44,626 | $1.72M | 0.00% | +26,033+140.0% | Added |
| PDT Partners, LLC | 45,953 | $1.77M | 0.24% | +45,953 | New |
| Oppenheimer Asset Management Inc. | 47,426 | $1.82M | 0.03% | +14,839+45.5% | Added |
| First Eagle Investment Management, LLC | 47,738 | $1.84M | 0.00% | +47,738 | New |
| Barclays PLC | 48,030 | $1.85M | 0.00% | +15,377+47.1% | Added |
| LPL Financial LLC | 48,667 | $1.87M | 0.00% | +6,755+16.1% | Added |
| Salvus Wealth Management, LLC | 49,022 | $1.88M | 1.52% | +750+1.6% | Added |
| Cornerstone Investment Partners, LLC | 49,034 | $1.88M | 0.12% | +175+0.4% | Added |
| Park Circle Co | 50,176 | $1.93M | 1.87% | 00.0% | Unchanged |
| CenterBook Partners LP | 51,422 | $1.98M | 0.28% | +22,491+77.7% | Added |
| 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 |
| Man Group plc | – | $2.00M | 0.01% | – | – |
| First National Bank of Omaha | 52,635 | $2.02M | 0.12% | −499−0.9% | Reduced |
| State of New Jersey Common Pension Fund D | 52,727 | $2.03M | 0.01% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 52,912 | $2.03M | 0.00% | −4,446−7.8% | Reduced |
| Credit Suisse AG | 54,023 | $2.08M | 0.00% | +584+1.1% | Added |
| Moran Wealth Management, LLC | 54,778 | $2.11M | 0.08% | +21,525+64.7% | 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 |
| Holocene Advisors, LP | 61,072 | $2.35M | 0.01% | +8,741+16.7% | Added |
| Mutual of America Capital Management LLC | 61,469 | $2.36M | 0.03% | −1,928−3.0% | Reduced |
| Advisors Asset Management, Inc. | 61,525 | $2.37M | 0.05% | −35,013−36.3% | Reduced |
| Legal & General Group Plc | 63,137 | $2.43M | 0.00% | +4,211+7.1% | Added |
| Alps Advisors Inc | 63,763 | $2.45M | 0.02% | +7,024+12.4% | Added |
| Susquehanna International Group, LLP | 65,736 | $2.53M | 0.00% | +47,702+264.5% | Added |
| Schroder Investment Management Group | 67,444 | $2.59M | 0.00% | −20,611−23.4% | Reduced |
| Nicholas Investment Partners, LP | 72,793 | $2.80M | 0.21% | −39,285−35.1% | Reduced |
| New York State Common Retirement Fund | 75,080 | $2.89M | 0.00% | −19,555−20.7% | Reduced |
| UBS Asset Management Americas Inc | 75,227 | $2.89M | 0.00% | +75,227 | New |
| BlueCrest Capital Management Ltd | 75,464 | $2.90M | 0.31% | +75,464 | New |
| B. Metzler seel. Sohn & Co. AG | 77,599 | $2.98M | 0.05% | +9,224+13.5% | Added |
| Fisher Asset Management, LLC | 77,903 | $2.99M | 0.00% | +794+1.0% | Added |
| California State Teachers Retirement System | 79,911 | $3.07M | 0.00% | −1,290−1.6% | Reduced |
| Public Employees Retirement System of Ohio | 84,520 | $3.25M | 0.01% | −926−1.1% | Reduced |
| Grandeur Peak Global Advisors, LLC | 92,241 | $3.55M | 0.22% | +42,139+84.1% | Added |
| Rhumbline Advisers | 93,549 | $3.60M | 0.00% | +1,461+1.6% | Added |
| Citadel Advisors LLC | 96,487 | $3.71M | 0.00% | +94,085+3,916.9% | Added |
| FMR LLC | 97,545 | $3.75M | 0.00% | −35,091−26.5% | Reduced |
| Natixis Advisors, L.P. | 100,813 | $3.88M | 0.01% | +1,013+1.0% | Added |
| American Century Companies Inc | 108,677 | $4.04M | 0.00% | −76,589−41.3% | Reduced |
| Regions Financial Corp | 107,183 | $4.12M | 0.04% | +4,713+4.6% | Added |
| Envestnet Asset Management Inc | 115,649 | $4.45M | 0.00% | +15,471+15.4% | Added |
| Vestcor Inc | 116,717 | $4.49M | 0.16% | 00.0% | Unchanged |
| Swiss National Bank | 138,000 | $5.30M | 0.00% | −16,800−10.9% | Reduced |
| UBS Group AG | 143,341 | $5.51M | 0.00% | −4,227−2.9% | Reduced |
| Nuveen Asset Management, LLC | 168,195 | $6.46M | 0.00% | −22,001−11.6% | Reduced |
| Winslow Asset Management Inc | 169,964 | $6.53M | 1.52% | −390.0% | Reduced |
| Adirondack Retirement Specialists, Inc. | 176,308 | $6.58M | 5.48% | −121,680−40.8% | Reduced |
| First Trust Advisors LP | 178,404 | $6.86M | 0.01% | −78,976−30.7% | Reduced |
| First Republic Investment Management, Inc. | 182,010 | $7.00M | 0.01% | +23,630+14.9% | Added |