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 |
|---|---|---|---|---|---|
| Comerica Bank | 234,469 | $0 | 0.00% | +234,469 | New |
| Massmutual Trust Co FSB | 4 | $181 | 0.00% | +4 | New |
| Glassman Wealth Services | 6 | $272 | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 9 | $408 | 0.00% | −1−10.0% | Reduced |
| SJS Investment Consulting Inc. | 9 | $409 | 0.00% | +1+12.5% | Added |
| Quadrant Capital Group LLC | 11 | $499 | 0.00% | −349−96.9% | Reduced |
| Northwestern Mutual Wealth Management Co | 14 | $635 | 0.00% | +14 | New |
| 25 LLC | 14 | $679 | 0.00% | +14 | New |
| EverSource Wealth Advisors, LLC | 19 | $861 | 0.00% | −797−97.7% | Reduced |
| Ronald Blue Trust, Inc. | 29 | $1.00K | 0.00% | +29 | New |
| ORG Partners LLC | 15 | $1.00K | 0.00% | +15 | New |
| Fifth Third Bancorp | 25 | $1.13K | 0.00% | −121−82.9% | Reduced |
| Washington Trust Co | 27 | $1.22K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 27 | $1.22K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 28 | $1.27K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 29 | $1.31K | 0.00% | −8−21.6% | Reduced |
| Westside Investment Management, Inc. | 29 | $1.31K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 31 | $1.41K | 0.00% | +21+210.0% | Added |
| Sofos Investments, Inc. | 45 | $1.51K | 0.01% | +45 | New |
| Parkside Financial Bank & Trust | 43 | $1.95K | 0.00% | +43 | New |
| Sound Income Strategies, LLC | 44 | $2.00K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 56 | $2.54K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 73 | $3.31K | 0.00% | −12−14.1% | Reduced |
| Hexagon Capital Partners LLC | 91 | $4.13K | 0.00% | +27+42.2% | Added |
| Huntington National Bank | 94 | $4.26K | 0.00% | +49+108.9% | Added |
| GoalVest Advisory LLC | 128 | $5.80K | 0.00% | +128 | New |
| Farther Finance Advisors, LLC | 130 | $5.89K | 0.00% | −6−4.4% | Reduced |
| Proequities, Inc. | 135 | $6.12K | 0.00% | −3−2.2% | Reduced |
| GWM Advisors LLC | 198 | $8.98K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 209 | $9.48K | 0.00% | +65+45.1% | Added |
| Fairfield, Bush & Co. | 213 | $9.66K | 0.00% | +213 | New |
| Colonial Trust Co | 224 | $10.2K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 184 | $11.0K | 0.00% | +2+1.1% | Added |
| Lindbrook Capital, LLC | 297 | $13.5K | 0.00% | +6+2.1% | Added |
| Arlington Partners LLC | 308 | $14.0K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 380 | $17.2K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Trust & Banking Corp | 495 | $22.4K | 0.00% | −6,069−92.5% | Reduced |
| National Bank of Canada | 505 | $22.9K | 0.00% | +50+11.0% | Added |
| First Capital Advisors Group, LLC. | 574 | $26.0K | 0.01% | +574 | New |
| Private Trust Co NA | 620 | $28.1K | 0.00% | +6+1.0% | Added |
| CWM, LLC | 706 | $32.0K | 0.00% | −160−18.5% | Reduced |
| City State Bank | 750 | $34.0K | 0.02% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 783 | $35.5K | 0.02% | 00.0% | Unchanged |
| Umb Bank N A | 875 | $39.7K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 931 | $42.2K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 1,045 | $47.4K | 0.00% | +273+35.4% | Added |
| First Horizon Advisors, Inc. | 1,099 | $49.8K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 1,230 | $56.0K | 0.01% | +17+1.4% | Added |
| Signaturefd, LLC | 1,238 | $56.1K | 0.00% | −145−10.5% | Reduced |
| Bessemer Group Inc | 1,809 | $82.0K | 0.00% | +430+31.2% | Added |
| Parallel Advisors, LLC | 2,082 | $94.4K | 0.00% | −4,123−66.4% | Reduced |
| Covestor Ltd | 2,319 | $105.0K | 0.08% | +201+9.5% | Added |
| SG Americas Securities, LLC | 2,519 | $114.0K | 0.00% | −14,872−85.5% | Reduced |
| STRS Ohio | 2,800 | $126.0K | 0.00% | −22,700−89.0% | Reduced |
| Tower Research Capital LLC (TRC) | 3,349 | $151.8K | 0.01% | +1,971+143.0% | Added |
| Metropolitan Life Insurance Co | 3,655 | $165.7K | 0.01% | +273+8.1% | Added |
| Allspring Global Investments Holdings, LLC | 4,221 | $191.4K | 0.00% | +2,314+121.3% | Added |
| United Capital Financial Advisers, LLC | 4,513 | $204.6K | 0.00% | +4,513 | New |
| CIBC Asset Management Inc | 4,588 | $208.0K | 0.00% | +4,588 | New |
| Integrated Wealth Concepts LLC | 4,689 | $212.6K | 0.00% | +4,689 | New |
| Fox Run Management, L.L.C. | 4,750 | $215.4K | 0.06% | +4,750 | New |
| Snowden Capital Advisors LLC | 4,771 | $216.3K | 0.01% | +4,771 | New |
| KBC Group NV | 4,799 | $218.0K | 0.00% | +4,799 | New |
| Teacher Retirement System of Texas | 4,838 | $219.0K | 0.00% | −2,276−32.0% | Reduced |
| Two Sigma Securities, LLC | 4,844 | $219.6K | 0.02% | +4,844 | New |
| Raymond James Financial Services Advisors, Inc. | 4,893 | $221.9K | 0.00% | +4,893 | New |
| Wilbanks Smith & Thomas Asset Management LLC | 4,970 | $225.3K | 0.01% | +4,970 | New |
| State of Wisconsin Investment Board | 5,059 | $229.4K | 0.00% | −6,298−55.5% | Reduced |
| Shell Asset Management Co | 5,096 | $231.0K | 0.01% | −29−0.6% | Reduced |
| Raymond James Trust N.A. | 5,377 | $243.0K | 0.01% | +5,377 | New |
| M&T Bank Corp | 5,373 | $243.2K | 0.00% | +5,373 | New |
| Jefferies Financial Group Inc. | 5,405 | $245.1K | 0.01% | +5,405 | New |
| Truist Financial Corp | 5,411 | $245.3K | 0.00% | +190+3.6% | Added |
| Arden Trust Co | 5,426 | $246.0K | 0.04% | +5,426 | New |
| Ameritas Investment Partners, Inc. | 5,521 | $250.3K | 0.01% | +420+8.2% | Added |
| O'Rourke & Company, Inc | 5,621 | $255.0K | 0.18% | +373+7.1% | Added |
| Capital Investment Advisory Services, LLC | 5,767 | $261.5K | 0.03% | +6+0.1% | Added |
| Centiva Capital, LP | 5,805 | $263.2K | 0.01% | +5,805 | New |
| Riverview Capital Advisers, LLC | 5,980 | $271.1K | 0.12% | 00.0% | Unchanged |
| Allianz Asset Management GmbH | 6,035 | $273.6K | 0.00% | +6,035 | New |
| Capital Impact Advisors, LLC | 6,092 | $276.2K | 0.30% | −1,780−22.6% | Reduced |
| Kolinsky Wealth Management, LLC | 6,019 | $278.7K | 0.26% | +394+7.0% | Added |
| Peak Financial Advisors LLC | 6,488 | $294.2K | 0.23% | +122+1.9% | Added |
| D.A. Davidson & Co. | 6,666 | $302.2K | 0.00% | 00.0% | Unchanged |
| Creative Planning | 6,771 | $307.0K | 0.00% | +6,771 | New |
| Pictet Asset Management SA | 6,893 | $312.5K | 0.00% | 00.0% | Unchanged |
| Advisor Partners II, LLC | 6,920 | $313.8K | 0.01% | +6,920 | New |
| Mariner, LLC | 7,222 | $327.4K | 0.00% | −624−8.0% | Reduced |
| Drive Wealth Management, LLC | 7,246 | $328.5K | 0.12% | −1,023−12.4% | Reduced |
| MML Investors Services, LLC | 7,464 | $338.0K | 0.00% | +461+6.6% | Added |
| Bank of Montreal | 7,530 | $344.6K | 0.00% | +7,530 | New |
| Public Employees Retirement Association of Colorado | 7,648 | $347.0K | 0.00% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 8,576 | $388.8K | 0.01% | −2,462−22.3% | Reduced |
| Pitcairn Co | 9,059 | $410.7K | 0.03% | −432−4.6% | Reduced |
| Steward Partners Investment Advisory, LLC | 9,149 | $414.8K | 0.01% | −892−8.9% | Reduced |
| Teza Capital Management LLC | 9,261 | $419.9K | 0.07% | +9,261 | New |
| Mercer Global Advisors Inc | 9,384 | $425.0K | 0.00% | −536−5.4% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 9,405 | $426.4K | 0.00% | +1,194+14.5% | Added |
| US Bancorp | 9,516 | $431.5K | 0.00% | −5,709−37.5% | Reduced |
| Wesbanco Bank Inc | 9,796 | $444.0K | 0.02% | 00.0% | Unchanged |