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 |
|---|---|---|---|---|---|
| Chevy Chase Trust Holdings, Inc. | 36,431 | $1.40M | 0.01% | −786−2.1% | Reduced |
| Alberta Investment Management Corp | 34,943 | $1.34M | 0.01% | +6,675+23.6% | Added |
| Squarepoint Ops LLC | 33,543 | $1.29M | 0.01% | +21,661+182.3% | Added |
| MetLife Investment Management | 33,540 | $1.29M | 0.01% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 33,457 | $1.29M | 0.00% | +6,136+22.5% | Added |
| Magnetar Financial LLC | 31,685 | $1.22M | 0.02% | +31,685 | New |
| Richard P Slaughter Associates Inc | 30,830 | $1.19M | 0.39% | +2,128+7.4% | Added |
| American International Group, Inc. | 30,766 | $1.18M | 0.01% | +612+2.0% | Added |
| Hennion & Walsh Asset Management, Inc. | 29,951 | $1.15M | 0.07% | +5,100+20.5% | Added |
| Gabelli Funds LLC | 28,300 | $1.09M | 0.01% | +15,400+119.4% | Added |
| Mirae Asset Global Investments Co., Ltd. | 27,743 | $1.07M | 0.00% | +415+1.5% | Added |
| Macquarie Group Ltd | 27,520 | $1.06M | 0.00% | +3,528+14.7% | Added |
| Janus Henderson Group PLC | 27,134 | $1.04M | 0.00% | +5,609+26.1% | Added |
| AMG National Trust Bank | 26,853 | $1.03M | 0.04% | +2,239+9.1% | Added |
| Schonfeld Strategic Advisors LLC | 26,126 | $1.00M | 0.01% | +3,726+16.6% | Added |
| Manufacturers Life Insurance Company, The | 25,521 | $981.0K | 0.00% | +86+0.3% | Added |
| STRS Ohio | 25,500 | $980.0K | 0.00% | +400+1.6% | Added |
| Price T Rowe Associates Inc | 24,578 | $945.0K | 0.00% | +1,066+4.5% | Added |
| Federation des caisses Desjardins du Quebec | 24,465 | $940.4K | 0.01% | −2,770−10.2% | Reduced |
| Voya Investment Management LLC | 23,904 | $918.9K | 0.00% | −167−0.7% | Reduced |
| Jump Financial, LLC | 23,700 | $911.0K | 0.04% | +23,700 | New |
| Jane Street Group, LLC | 23,412 | $900.0K | 0.00% | +3,265+16.2% | Added |
| Russell Investments Group, Ltd. | 23,375 | $898.5K | 0.00% | −25,783−52.4% | Reduced |
| Ensign Peak Advisors, Inc | 22,150 | $851.4K | 0.00% | +3,250+17.2% | Added |
| Advisor Group Holdings, Inc. | 21,425 | $824.3K | 0.00% | +7,104+49.6% | Added |
| Asset Management One Co.,Ltd. | 19,560 | $751.9K | 0.00% | +1,058+5.7% | Added |
| Quadrature Capital Ltd | 19,430 | $747.1K | 0.02% | +4,306+28.5% | Added |
| Nisa Investment Advisors, LLC | 18,942 | $728.0K | 0.01% | −851−4.3% | Reduced |
| Arizona State Retirement System | 18,534 | $712.4K | 0.01% | +454+2.5% | Added |
| SG Americas Securities, LLC | 17,391 | $669.0K | 0.01% | +10,903+168.0% | Added |
| Campbell Newman Asset Management Inc | 15,628 | $600.7K | 0.06% | +155+1.0% | Added |
| DFPG Investments, LLC | 15,445 | $593.7K | 0.06% | +15,445 | New |
| US Bancorp | 15,225 | $585.2K | 0.00% | +663+4.6% | Added |
| Harbor Advisors LLC | 14,800 | $568.9K | 0.13% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 14,043 | $539.8K | 0.00% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 13,779 | $530.0K | 0.12% | +1,091+8.6% | Added |
| Great West Life Assurance Co | 12,932 | $498.0K | 0.00% | +1,529+13.4% | Added |
| Naples Global Advisors, LLC | 12,841 | $493.6K | 0.06% | −350−2.7% | Reduced |
| First Hawaiian Bank | 12,626 | $485.3K | 0.02% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 12,620 | $485.1K | 0.01% | +12,620 | New |
| KB Financial Partners, LLC | 12,611 | $485.0K | 0.14% | +741+6.2% | Added |
| TownSquare Capital, LLC | 12,130 | $466.3K | 0.01% | +12,130 | New |
| Y-Intercept (Hong Kong) Ltd | 11,921 | $458.2K | 0.05% | −2,985−20.0% | Reduced |
| Quantum Private Wealth, LLC | 11,765 | $452.2K | 0.24% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 11,751 | $452.0K | 0.00% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 11,677 | $449.0K | 0.00% | −139−1.2% | Reduced |
| State of Wisconsin Investment Board | 11,357 | $436.6K | 0.00% | −17,931−61.2% | Reduced |
| Qube Research & Technologies Ltd | 11,219 | $431.3K | 0.00% | +11,219 | New |
| O'Shaughnessy Asset Management, LLC | 11,038 | $424.3K | 0.01% | +429+4.0% | Added |
| Sigma Planning Corp | 10,045 | $386.2K | 0.01% | −106−1.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 10,041 | $386.0K | 0.01% | +1,408+16.3% | Added |
| Mercer Global Advisors Inc | 9,920 | $381.0K | 0.00% | −3,134−24.0% | Reduced |
| Curated Wealth Partners LLC | 9,820 | $377.5K | 0.08% | 00.0% | Unchanged |
| Wesbanco Bank Inc | 9,796 | $377.0K | 0.02% | −1,132−10.4% | Reduced |
| Pitcairn Co | 9,491 | $364.8K | 0.03% | −17−0.2% | Reduced |
| Legato Capital Management LLC | 9,470 | $364.0K | 0.07% | −5,277−35.8% | Reduced |
| Juncture Wealth Strategies, LLC | 9,400 | $361.3K | 0.18% | +3,100+49.2% | Added |
| Bayesian Capital Management, LP | 9,019 | $346.7K | 0.04% | +9,019 | New |
| Captrust Financial Advisors | 8,451 | $324.9K | 0.00% | −2,224−20.8% | Reduced |
| Drive Wealth Management, LLC | 8,269 | $317.9K | 0.13% | −982−10.6% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 8,211 | $315.6K | 0.00% | +801+10.8% | Added |
| Panagora Asset Management Inc | 7,903 | $303.8K | 0.00% | −6,017−43.2% | Reduced |
| Amalgamated Bank | 7,888 | $303.0K | 0.00% | −1,393−15.0% | Reduced |
| Capital Impact Advisors, LLC | 7,872 | $302.6K | 0.37% | 00.0% | Unchanged |
| Mariner, LLC | 7,846 | $302.0K | 0.00% | +1,887+31.7% | Added |
| Public Employees Retirement Association of Colorado | 7,648 | $294.0K | 0.00% | 00.0% | Unchanged |
| DGS Capital Management, LLC | 7,557 | $290.5K | 0.16% | −592−7.3% | Reduced |
| ProShare Advisors LLC | 7,503 | $288.4K | 0.00% | −700−8.5% | Reduced |
| Teacher Retirement System of Texas | 7,114 | $273.0K | 0.00% | −2,201−23.6% | Reduced |
| MML Investors Services, LLC | 7,003 | $269.0K | 0.00% | −208−2.9% | Reduced |
| Pictet Asset Management SA | 6,893 | $265.0K | 0.00% | −1,140−14.2% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 6,564 | $252.3K | 0.00% | +489+8.0% | Added |
| D.A. Davidson & Co. | 6,666 | $247.6K | 0.00% | 00.0% | Unchanged |
| Peak Financial Advisors LLC | 6,366 | $244.7K | 0.21% | −26−0.4% | Reduced |
| Parallel Advisors, LLC | 6,205 | $238.5K | 0.01% | −918−12.9% | Reduced |
| Prudential Financial Inc | 6,199 | $238.3K | 0.00% | +332+5.7% | Added |
| Riverview Capital Advisers, LLC | 5,980 | $229.9K | 0.10% | 00.0% | Unchanged |
| JustInvest LLC | 5,929 | $227.9K | 0.01% | −861−12.7% | Reduced |
| Capital Investment Advisory Services, LLC | 5,761 | $221.5K | 0.03% | +6+0.1% | Added |
| Kolinsky Wealth Management, LLC | 5,625 | $216.0K | 0.23% | +15+0.3% | Added |
| Winton Group Ltd | 5,265 | $202.4K | 0.01% | +5,265 | New |
| O'Rourke & Company, Inc | 5,248 | $202.0K | 0.15% | −190−3.5% | Reduced |
| Truist Financial Corp | 5,221 | $200.7K | 0.00% | +5,221 | New |
| Shell Asset Management Co | 5,125 | $197.0K | 0.01% | −18−0.3% | Reduced |
| Ameritas Investment Partners, Inc. | 5,101 | $196.1K | 0.01% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 3,382 | $130.0K | 0.01% | −511−13.1% | Reduced |
| Citigroup Inc | 2,761 | $106.1K | 0.00% | −1,553−36.0% | Reduced |
| Covestor Ltd | 2,118 | $81.0K | 0.07% | −333−13.6% | Reduced |
| Allspring Global Investments Holdings, LLC | 1,907 | $73.3K | 0.00% | −231−10.8% | Reduced |
| Belpointe Asset Management LLC | 1,727 | $66.4K | 0.00% | −73−4.1% | Reduced |
| Signaturefd, LLC | 1,383 | $53.2K | 0.00% | −371−21.2% | Reduced |
| 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 |
| Tradition Wealth Management, LLC | 1,213 | $47.0K | 0.01% | +19+1.6% | Added |
| First Horizon Advisors, Inc. | 1,099 | $42.2K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 931 | $35.8K | 0.00% | +931 | New |
| Umb Bank N A | 875 | $33.6K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 866 | $33.0K | 0.00% | −26,655−96.9% | Reduced |
| Simplex Trading, LLC | 838 | $32.0K | 0.00% | +838 | New |
| EverSource Wealth Advisors, LLC | 816 | $31.4K | 0.00% | −228−21.8% | Reduced |