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 |
|---|---|---|---|---|---|
| Eagle Bay Advisors LLC | 783 | $30.1K | 0.02% | 00.0% | Unchanged |
| Assetmark, Inc | 772 | $29.7K | 0.00% | +178+30.0% | Added |
| City State Bank | 750 | $29.0K | 0.02% | 00.0% | Unchanged |
| State of Wyoming | 714 | $27.4K | 0.01% | +714 | New |
| Private Trust Co NA | 614 | $23.6K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 455 | $17.5K | 0.00% | −27−5.6% | Reduced |
| Nomura Asset Management Co Ltd | 380 | $14.6K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 374 | $14.4K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 362 | $13.9K | 0.00% | +362 | New |
| Quadrant Capital Group LLC | 360 | $13.8K | 0.00% | −409−53.2% | Reduced |
| Arlington Partners LLC | 308 | $11.8K | 0.00% | +308 | New |
| Lindbrook Capital, LLC | 291 | $11.2K | 0.00% | −32−9.9% | Reduced |
| IFP Advisors, Inc | 182 | $10.9K | 0.00% | +1+0.6% | Added |
| Colonial Trust Co | 224 | $8.61K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 198 | $7.61K | 0.00% | −75−27.5% | Reduced |
| Hazlett, Burt & Watson, Inc. | 166 | $6.00K | 0.00% | +166 | New |
| Fifth Third Bancorp | 146 | $5.61K | 0.00% | +146 | New |
| TCI Wealth Advisors, Inc. | 139 | $5.34K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 138 | $5.30K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 136 | $5.23K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 144 | $5.19K | 0.00% | +11+8.3% | Added |
| Spire Wealth Management | 114 | $4.38K | 0.00% | +35+44.3% | Added |
| Cape Investment Advisory, Inc. | 110 | $4.23K | 0.00% | +110 | New |
| Bell Investment Advisors, Inc | 85 | $3.27K | 0.00% | −104−55.0% | Reduced |
| Hexagon Capital Partners LLC | 64 | $2.46K | 0.00% | −48−42.9% | Reduced |
| Rise Advisors, LLC | 56 | $2.17K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 56 | $2.15K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 45 | $1.73K | 0.00% | +32+246.2% | Added |
| Sound Income Strategies, LLC | 44 | $1.69K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 40 | $1.54K | 0.00% | +17+73.9% | Added |
| JFS Wealth Advisors, LLC | 37 | $1.42K | 0.00% | +5+15.6% | Added |
| Westside Investment Management, Inc. | 29 | $1.11K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 28 | $1.08K | 0.00% | 00.0% | Unchanged |
| 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 |
| Steward Financial Group LLC | 35 | $1.00K | 0.00% | +22+169.2% | Added |
| Horan Securities, Inc. | 25 | $961 | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 25 | $961 | 0.00% | +2+8.7% | Added |
| Versant Capital Management, Inc | 15 | $577 | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 12 | $461 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 12 | $461 | 0.00% | +5+71.4% | Added |
| Allworth Financial LP | 10 | $385 | 0.00% | −5−33.3% | Reduced |
| Disciplined Investments, LLC | 10 | $384 | 0.00% | +1+11.1% | Added |
| SJS Investment Consulting Inc. | 8 | $308 | 0.00% | −4−33.3% | Reduced |
| Glassman Wealth Services | 6 | $231 | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 0 | $0 | 0.00% | −625,000−100.0% | Sold out |
| Hamilton Capital Partners Inc. | 0 | $0 | 0.00% | −20,866−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −17,540−100.0% | Sold out |
| Jupiter Asset Management Ltd | 0 | $0 | 0.00% | −15,037−100.0% | Sold out |
| New York Life Investment Management LLC | 0 | $0 | 0.00% | −12,080−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −11,064−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −7,965−100.0% | Sold out |
| BTC Capital Management, Inc. | 0 | $0 | 0.00% | −7,595−100.0% | Sold out |
| Raymond James Financial Services Advisors, Inc. | 0 | $0 | 0.00% | −7,323−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −7,277−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −5,804−100.0% | Sold out |
| Martingale Asset Management L P | 0 | $0 | 0.00% | −5,312−100.0% | Sold out |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −5,021−100.0% | Sold out |
| Glassy Mountain Advisors, Inc. | 0 | $0 | 0.00% | −3,000−100.0% | Sold out |
| Exchange Traded Concepts, LLC | 0 | $0 | 0.00% | −1,030−100.0% | Sold out |
| Amundi | 0 | $0 | 0.00% | −646−100.0% | Sold out |
| Comerica Securities,inc. | 0 | $0 | 0.00% | −334−100.0% | Sold out |
| Denali Advisors LLC | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| BDO Wealth Advisors, LLC | 0 | $0 | 0.00% | −9−100.0% | Sold out |
| Coppell Advisory Solutions LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Coppell Advisory Solutions Corp. | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Heritage Wealth Management, LLC | – | – | – | – | Not filed |