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, Q2 2023
Institutional positions in Moelis & Co as of Jun 30, 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
- 259
- +14 vs. Q1 2023
- Shares held
- 75.7M
- +9.94M (+15.1%) vs. Q1 2023
- Total value
- $3.42B
- +$889.6M (+35.2%) vs. Q1 2023
- New holders
- 47
- 101 more added
- Sold out
- 33
- 75 more reduced
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Moelis & Co; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 7,759,037 | $351.8M | 0.01% | +1,109,829+16.7% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 7,229,918 | $327.8M | 0.92% | +219,329+3.1% | Added |
| BlackRock Inc. | 6,239,113 | $282.9M | 0.01% | +870,362+16.2% | Added |
| Goldman Sachs Group Inc | 4,807,979 | $218.0M | 0.06% | +4,533,955+1,654.6% | Added |
| Wasatch Advisors Inc | 4,262,420 | $193.3M | 1.17% | −274,517−6.1% | Reduced |
| London Co of Virginia | 3,421,642 | $155.1M | 0.88% | −134,417−3.8% | Reduced |
| Timucuan Asset Management Inc | 3,068,706 | $139.1M | 5.47% | +478,338+18.5% | Added |
| State Street Corp | 2,402,137 | $108.9M | 0.01% | +1,035,644+75.8% | Added |
| Alliancebernstein L.P. | 2,330,263 | $105.7M | 0.04% | −143,033−5.8% | Reduced |
| JPMorgan Chase & Co | 1,869,404 | $84.8M | 0.01% | −435,120−18.9% | Reduced |
| Heard Capital LLC | 1,832,335 | $83.1M | 6.38% | +77,596+4.4% | Added |
| Ameriprise Financial Inc | 1,509,370 | $68.4M | 0.02% | +473,989+45.8% | Added |
| Geode Capital Management, LLC | 1,385,338 | $62.8M | 0.01% | +78,791+6.0% | Added |
| Westwood Holdings Group Inc. | 1,345,552 | $61.0M | 0.55% | −57,414−4.1% | Reduced |
| Madison Asset Management, LLC | 1,320,955 | $59.9M | 0.87% | +21,243+1.6% | Added |
| Dimensional Fund Advisors LP | 1,229,460 | $55.7M | 0.02% | +192,570+18.6% | Added |
| Lord, Abbett & Co. LLC | 1,222,175 | $55.4M | 0.19% | −159,746−11.6% | Reduced |
| Artisan Partners Limited Partnership | 1,156,852 | $52.5M | 0.08% | −55,214−4.6% | Reduced |
| Wells Fargo & Company | 1,101,666 | $49.9M | 0.01% | +17,436+1.6% | Added |
| HighTower Advisors, LLC | 1,076,460 | $48.8M | 0.10% | +127,528+13.4% | Added |
| Bank of New York Mellon Corp | 938,988 | $42.6M | 0.01% | +260,640+38.4% | Added |
| Morgan Stanley | 878,283 | $39.8M | 0.00% | +180,801+25.9% | Added |
| Principal Financial Group Inc | 809,718 | $36.7M | 0.03% | +389,218+92.6% | Added |
| Charles Schwab Investment Management Inc | 750,305 | $34.0M | 0.01% | +44,993+6.4% | Added |
| Capital World Investors | 719,000 | $32.6M | 0.01% | 00.0% | Unchanged |
| Northern Trust Corp | 698,865 | $31.7M | 0.01% | +76,782+12.3% | Added |
| Vaughan Nelson Investment Management, L.P. | 603,115 | $27.3M | 0.30% | +27,218+4.7% | Added |
| Bamco Inc | 596,430 | $27.0M | 0.07% | 00.0% | Unchanged |
| Cramer Rosenthal McGlynn LLC | 561,563 | $25.5M | 1.27% | +78,636+16.3% | Added |
| Bank of America Corp | 486,760 | $22.1M | 0.00% | −83,207−14.6% | Reduced |
| Emerald Advisers, LLC | 458,745 | $20.8M | 0.91% | −175,238−27.6% | Reduced |
| Tributary Capital Management, LLC | 439,803 | $19.9M | 1.79% | −7,704−1.7% | Reduced |
| Norges Bank | 439,684 | $19.9M | 0.00% | −202,437−31.5% | Reduced |
| Raymond James & Associates | 405,066 | $18.4M | 0.02% | +2,058+0.5% | Added |
| Emerald Mutual Fund Advisers Trust | 380,711 | $17.3M | 0.94% | −142,010−27.2% | Reduced |
| Royce & Associates LP | 370,331 | $16.8M | 0.16% | −77,502−17.3% | Reduced |
| Royal Bank of Canada | 341,311 | $15.5M | 0.00% | +22,064+6.9% | Added |
| Invesco Ltd. | 313,577 | $14.2M | 0.00% | +65,979+26.6% | Added |
| Jane Street Group, LLC | 308,007 | $14.0M | 0.02% | +284,595+1,215.6% | Added |
| Capital Management Corp | 274,544 | $12.4M | 2.66% | −48,630−15.0% | Reduced |
| Victory Capital Management Inc | 268,010 | $12.2M | 0.01% | −4,435−1.6% | Reduced |
| SEI Investments Co | 263,554 | $11.9M | 0.02% | −3,602−1.3% | Reduced |
| Newport Capital Group, LLC | 297,989 | $11.4M | 5.74% | 00.0% | Unchanged |
| Jennison Associates LLC | 219,847 | $9.97M | 0.01% | +1,640+0.8% | Added |
| First Republic Investment Management, Inc. | 211,323 | $9.58M | 0.05% | +29,313+16.1% | Added |
| Stifel Financial Corp | 208,088 | $9.43M | 0.01% | −1,213−0.6% | Reduced |
| Rhumbline Advisers | 198,761 | $9.01M | 0.01% | +105,212+112.5% | Added |
| Legal & General Group Plc | 192,101 | $8.71M | 0.00% | +128,964+204.3% | Added |
| Barclays PLC | 188,295 | $8.54M | 0.01% | +140,265+292.0% | Added |
| Amundi | 185,054 | $8.41M | 0.00% | +185,054 | New |
| Winslow Asset Management Inc | 173,774 | $7.88M | 1.70% | +3,810+2.2% | Added |
| Deutsche Bank AG | 173,744 | $7.88M | 0.00% | −13,930−7.4% | Reduced |
| Nuveen Asset Management, LLC | 172,113 | $7.80M | 0.00% | +3,918+2.3% | Added |
| B. Metzler seel. Sohn & Co. AG | 155,198 | $7.04M | 0.10% | +77,599+100.0% | Added |
| Adirondack Retirement Specialists, Inc. | 147,128 | $6.67M | 5.23% | −29,180−16.6% | Reduced |
| Swiss National Bank | 139,300 | $6.32M | 0.00% | +1,300+0.9% | Added |
| Grandeur Peak Global Advisors, LLC | 138,475 | $6.28M | 0.43% | +46,234+50.1% | Added |
| Envestnet Asset Management Inc | 124,323 | $5.64M | 0.00% | +8,674+7.5% | Added |
| FMR LLC | 120,780 | $5.48M | 0.00% | +23,235+23.8% | Added |
| Public Sector Pension Investment Board | 118,156 | $5.36M | 0.04% | +118,156 | New |
| Natixis Advisors, L.P. | 115,555 | $5.24M | 0.02% | +14,742+14.6% | Added |
| UBS Group AG | 115,211 | $5.22M | 0.00% | −28,130−19.6% | Reduced |
| Regions Financial Corp | 111,928 | $5.07M | 0.04% | +4,745+4.4% | Added |
| First Eagle Investment Management, LLC | 101,268 | $4.59M | 0.01% | +53,530+112.1% | Added |
| Alps Advisors Inc | 92,552 | $4.20M | 0.04% | +28,789+45.2% | Added |
| Prudential Financial Inc | 83,420 | $3.78M | 0.01% | +77,221+1,245.7% | Added |
| Public Employees Retirement System of Ohio | 78,667 | $3.57M | 0.01% | −5,853−6.9% | Reduced |
| California State Teachers Retirement System | 78,545 | $3.56M | 0.01% | −1,366−1.7% | Reduced |
| CenterBook Partners LP | 77,860 | $3.53M | 0.44% | +26,438+51.4% | Added |
| Mutual of America Capital Management LLC | 75,887 | $3.44M | 0.04% | +14,418+23.5% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 75,244 | $3.41M | 0.03% | +75,244 | New |
| Schonfeld Strategic Advisors LLC | 72,467 | $3.29M | 0.03% | +46,341+177.4% | Added |
| Great West Life Assurance Co | 68,943 | $3.13M | 0.01% | +56,011+433.1% | Added |
| Fisher Asset Management, LLC | 67,116 | $3.04M | 0.00% | −10,787−13.8% | Reduced |
| Salvus Wealth Management, LLC | 64,420 | $2.92M | 2.25% | +15,398+31.4% | Added |
| UBS Asset Management Americas Inc | 75,227 | $2.89M | 0.00% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 63,679 | $2.89M | 0.01% | +63,679 | New |
| State of New Jersey Common Pension Fund D | 63,264 | $2.87M | 0.01% | +10,537+20.0% | Added |
| Credit Suisse AG | 62,359 | $2.83M | 0.00% | +8,336+15.4% | Added |
| Texas Permanent School Fund | 58,603 | $2.66M | 0.02% | +58,603 | New |
| Brookfield Asset Management Inc. | 57,576 | $2.61M | 0.01% | +57,576 | New |
| Moran Wealth Management, LLC | 56,432 | $2.56M | 0.10% | +1,654+3.0% | Added |
| New York State Common Retirement Fund | 56,396 | $2.56M | 0.00% | −18,684−24.9% | Reduced |
| Holocene Advisors, LP | 55,159 | $2.50M | 0.01% | −5,913−9.7% | Reduced |
| Schroder Investment Management Group | 53,813 | $2.44M | 0.00% | −13,631−20.2% | Reduced |
| Oppenheimer Asset Management Inc. | 53,181 | $2.41M | 0.04% | +5,755+12.1% | Added |
| LPL Financial LLC | 52,997 | $2.40M | 0.00% | +4,330+8.9% | Added |
| Brinker Capital Investments, LLC | 52,956 | $2.40M | 0.03% | −4,436−7.7% | Reduced |
| Orion Portfolio Solutions, LLC | 52,956 | $2.40M | 0.03% | −4,436−7.7% | Reduced |
| First National Bank of Omaha | 52,946 | $2.40M | 0.14% | +311+0.6% | Added |
| Vestmark Advisory Solutions, Inc. | 51,757 | $2.35M | 0.09% | −190−0.4% | Reduced |
| NewEdge Wealth, LLC | 51,757 | $2.35M | 0.08% | −190−0.4% | Reduced |
| Park Circle Co | 50,176 | $2.27M | 2.14% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 49,849 | $2.26M | 0.00% | −3,063−5.8% | Reduced |
| Cornerstone Investment Partners, LLC | 49,078 | $2.23M | 0.14% | +44+0.1% | Added |
| Citigroup Inc | 48,729 | $2.21M | 0.00% | +45,968+1,664.9% | Added |
| American Century Companies Inc | 48,209 | $2.19M | 0.00% | −60,468−55.6% | Reduced |
| Squarepoint Ops LLC | 46,180 | $2.09M | 0.01% | +12,637+37.7% | Added |
| Alberta Investment Management Corp | 45,454 | $2.06M | 0.02% | +10,511+30.1% | Added |
| Eagle Rock Investment Company, LLC | 41,441 | $2.05M | 0.44% | 00.0% | Unchanged |