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 |
|---|---|---|---|---|---|
| Curated Wealth Partners LLC | 9,820 | $445.2K | 0.09% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 10,235 | $464.1K | 0.01% | −51,290−83.4% | Reduced |
| ProShare Advisors LLC | 10,433 | $473.0K | 0.00% | +2,930+39.1% | Added |
| Resources Investment Advisors, LLC. | 10,608 | $480.9K | 0.01% | −2,012−15.9% | Reduced |
| KB Financial Partners, LLC | 10,607 | $481.0K | 0.13% | −2,004−15.9% | Reduced |
| Nisa Investment Advisors, LLC | 10,693 | $484.8K | 0.00% | −8,249−43.5% | Reduced |
| Naples Global Advisors, LLC | 11,271 | $511.0K | 0.06% | −1,570−12.2% | Reduced |
| PEAK6 Investments LLC | 11,382 | $516.1K | 0.04% | +11,382 | New |
| SkyView Investment Advisors, LLC | 11,613 | $527.0K | 0.13% | −2,166−15.7% | Reduced |
| Sciencast Management LP | 11,757 | $528.3K | 0.43% | +11,757 | New |
| Handelsbanken Fonder AB | 11,751 | $533.0K | 0.00% | 00.0% | Unchanged |
| Quantum Private Wealth, LLC | 11,765 | $533.4K | 0.25% | 00.0% | Unchanged |
| Juncture Wealth Strategies, LLC | 11,799 | $535.0K | 0.25% | +2,399+25.5% | Added |
| Cambridge Investment Research Advisors, Inc. | 12,438 | $564.0K | 0.00% | +761+6.5% | Added |
| First Hawaiian Bank | 12,626 | $572.5K | 0.02% | 00.0% | Unchanged |
| Harbor Advisors LLC | 14,800 | $671.0K | 0.14% | 00.0% | Unchanged |
| Campbell Newman Asset Management Inc | 16,006 | $725.7K | 0.06% | +378+2.4% | Added |
| New York State Teachers Retirement System | 17,500 | $793.0K | 0.00% | +17,500 | New |
| Arizona State Retirement System | 17,973 | $814.9K | 0.01% | −561−3.0% | Reduced |
| State Board of Administration of Florida Retirement System | 18,983 | $860.7K | 0.00% | +4,940+35.2% | Added |
| Teachers Retirement System of the State of Kentucky | 19,300 | $875.0K | 0.01% | +19,300 | New |
| TownSquare Capital, LLC | 19,513 | $884.7K | 0.02% | +7,383+60.9% | Added |
| First Trust Advisors LP | 19,983 | $906.0K | 0.00% | −158,421−88.8% | Reduced |
| Oregon Public Employees Retirement Fund | 20,700 | $938.5K | 0.01% | +20,700 | New |
| State of Tennessee, Treasury Department | 21,715 | $984.6K | 0.00% | +21,715 | New |
| Ensign Peak Advisors, Inc | 22,150 | $1.00M | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 23,418 | $1.06M | 0.00% | +43+0.2% | Added |
| Federation des caisses Desjardins du Quebec | 24,465 | $1.11M | 0.01% | 00.0% | Unchanged |
| Citadel Advisors LLC | 24,669 | $1.12M | 0.00% | −71,818−74.4% | Reduced |
| Vestcor Inc | 25,674 | $1.16M | 0.04% | −91,043−78.0% | Reduced |
| Quadrature Capital Ltd | 25,848 | $1.17M | 0.03% | +6,418+33.0% | Added |
| Price T Rowe Associates Inc | 25,898 | $1.18M | 0.00% | +1,320+5.4% | Added |
| Maryland State Retirement & Pension System | 25,934 | $1.18M | 0.02% | +25,934 | New |
| AMG National Trust Bank | 26,602 | $1.21M | 0.04% | −251−0.9% | Reduced |
| Janus Henderson Group PLC | 27,116 | $1.23M | 0.00% | −18−0.1% | Reduced |
| Captrust Financial Advisors | 27,668 | $1.25M | 0.00% | +19,217+227.4% | Added |
| Mirae Asset Global Investments Co., Ltd. | 27,743 | $1.26M | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 28,767 | $1.30M | 0.01% | +20,879+264.7% | Added |
| Advisor Group Holdings, Inc. | 28,816 | $1.31M | 0.00% | +7,391+34.5% | Added |
| BNP Paribas Arbitrage, SA | 29,479 | $1.34M | 0.00% | −15,147−33.9% | Reduced |
| Voya Investment Management LLC | 31,071 | $1.41M | 0.00% | +7,167+30.0% | Added |
| Gabelli Funds LLC | 31,100 | $1.41M | 0.01% | +2,800+9.9% | Added |
| Richard P Slaughter Associates Inc | 31,297 | $1.42M | 0.41% | +467+1.5% | Added |
| Susquehanna International Group, LLP | 32,807 | $1.49M | 0.00% | −32,929−50.1% | Reduced |
| The PNC Financial Services Group, Inc. | 32,954 | $1.49M | 0.00% | −503−1.5% | Reduced |
| PDT Partners, LLC | 33,331 | $1.51M | 0.21% | −12,622−27.5% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 34,185 | $1.55M | 0.09% | +4,234+14.1% | Added |
| Louisiana State Employees Retirement System | 34,900 | $1.58M | 0.04% | +34,900 | New |
| MetLife Investment Management | 35,269 | $1.60M | 0.01% | +1,729+5.2% | Added |
| Chevy Chase Trust Holdings, Inc. | 35,765 | $1.62M | 0.01% | −666−1.8% | Reduced |
| American International Group, Inc. | 35,878 | $1.63M | 0.01% | +5,112+16.6% | Added |
| Yousif Capital Management, LLC | 36,116 | $1.64M | 0.02% | +36,116 | New |
| Manufacturers Life Insurance Company, The | 37,820 | $1.71M | 0.00% | +12,299+48.2% | Added |
| Verdence Capital Advisors LLC | 39,037 | $1.77M | 0.21% | +1,790+4.8% | Added |
| DFPG Investments, LLC | 34,588 | $1.77M | 0.16% | +19,143+123.9% | Added |
| ExodusPoint Capital Management, LP | 39,503 | $1.79M | 0.02% | +39,503 | New |
| Man Group plc | 40,160 | $1.82M | 0.01% | – | – |
| Janney Montgomery Scott LLC | 42,341 | $1.92M | 0.01% | −340−0.8% | Reduced |
| State of Alaska, Department of Revenue | 43,799 | $1.99M | 0.02% | +43,799 | New |
| Eagle Rock Investment Company, LLC | 41,441 | $2.05M | 0.44% | 00.0% | Unchanged |
| Alberta Investment Management Corp | 45,454 | $2.06M | 0.02% | +10,511+30.1% | Added |
| Squarepoint Ops LLC | 46,180 | $2.09M | 0.01% | +12,637+37.7% | Added |
| American Century Companies Inc | 48,209 | $2.19M | 0.00% | −60,468−55.6% | Reduced |
| Citigroup Inc | 48,729 | $2.21M | 0.00% | +45,968+1,664.9% | Added |
| Cornerstone Investment Partners, LLC | 49,078 | $2.23M | 0.14% | +44+0.1% | Added |
| Neuberger Berman Group LLC | 49,849 | $2.26M | 0.00% | −3,063−5.8% | Reduced |
| Park Circle Co | 50,176 | $2.27M | 2.14% | 00.0% | Unchanged |
| 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 |
| First National Bank of Omaha | 52,946 | $2.40M | 0.14% | +311+0.6% | 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 |
| LPL Financial LLC | 52,997 | $2.40M | 0.00% | +4,330+8.9% | Added |
| Oppenheimer Asset Management Inc. | 53,181 | $2.41M | 0.04% | +5,755+12.1% | Added |
| Schroder Investment Management Group | 53,813 | $2.44M | 0.00% | −13,631−20.2% | Reduced |
| Holocene Advisors, LP | 55,159 | $2.50M | 0.01% | −5,913−9.7% | Reduced |
| New York State Common Retirement Fund | 56,396 | $2.56M | 0.00% | −18,684−24.9% | Reduced |
| Moran Wealth Management, LLC | 56,432 | $2.56M | 0.10% | +1,654+3.0% | Added |
| Brookfield Asset Management Inc. | 57,576 | $2.61M | 0.01% | +57,576 | New |
| Texas Permanent School Fund | 58,603 | $2.66M | 0.02% | +58,603 | New |
| Credit Suisse AG | 62,359 | $2.83M | 0.00% | +8,336+15.4% | Added |
| State of New Jersey Common Pension Fund D | 63,264 | $2.87M | 0.01% | +10,537+20.0% | Added |
| Thrivent Financial for Lutherans | 63,679 | $2.89M | 0.01% | +63,679 | New |
| UBS Asset Management Americas Inc | 75,227 | $2.89M | 0.00% | 00.0% | Unchanged |
| Salvus Wealth Management, LLC | 64,420 | $2.92M | 2.25% | +15,398+31.4% | Added |
| Fisher Asset Management, LLC | 67,116 | $3.04M | 0.00% | −10,787−13.8% | Reduced |
| Great West Life Assurance Co | 68,943 | $3.13M | 0.01% | +56,011+433.1% | Added |
| Schonfeld Strategic Advisors LLC | 72,467 | $3.29M | 0.03% | +46,341+177.4% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 75,244 | $3.41M | 0.03% | +75,244 | New |
| Mutual of America Capital Management LLC | 75,887 | $3.44M | 0.04% | +14,418+23.5% | Added |
| CenterBook Partners LP | 77,860 | $3.53M | 0.44% | +26,438+51.4% | Added |
| California State Teachers Retirement System | 78,545 | $3.56M | 0.01% | −1,366−1.7% | Reduced |
| Public Employees Retirement System of Ohio | 78,667 | $3.57M | 0.01% | −5,853−6.9% | Reduced |
| Prudential Financial Inc | 83,420 | $3.78M | 0.01% | +77,221+1,245.7% | Added |
| Alps Advisors Inc | 92,552 | $4.20M | 0.04% | +28,789+45.2% | Added |
| First Eagle Investment Management, LLC | 101,268 | $4.59M | 0.01% | +53,530+112.1% | Added |
| Regions Financial Corp | 111,928 | $5.07M | 0.04% | +4,745+4.4% | Added |
| UBS Group AG | 115,211 | $5.22M | 0.00% | −28,130−19.6% | Reduced |
| Natixis Advisors, L.P. | 115,555 | $5.24M | 0.02% | +14,742+14.6% | Added |
| Public Sector Pension Investment Board | 118,156 | $5.36M | 0.04% | +118,156 | New |