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 |
|---|---|---|---|---|---|
| FMR LLC | 120,780 | $5.48M | 0.00% | +23,235+23.8% | Added |
| Envestnet Asset Management Inc | 124,323 | $5.64M | 0.00% | +8,674+7.5% | Added |
| Grandeur Peak Global Advisors, LLC | 138,475 | $6.28M | 0.43% | +46,234+50.1% | Added |
| Swiss National Bank | 139,300 | $6.32M | 0.00% | +1,300+0.9% | Added |
| Adirondack Retirement Specialists, Inc. | 147,128 | $6.67M | 5.23% | −29,180−16.6% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 155,198 | $7.04M | 0.10% | +77,599+100.0% | Added |
| Nuveen Asset Management, LLC | 172,113 | $7.80M | 0.00% | +3,918+2.3% | Added |
| Deutsche Bank AG | 173,744 | $7.88M | 0.00% | −13,930−7.4% | Reduced |
| Winslow Asset Management Inc | 173,774 | $7.88M | 1.70% | +3,810+2.2% | Added |
| Amundi | 185,054 | $8.41M | 0.00% | +185,054 | New |
| Barclays PLC | 188,295 | $8.54M | 0.01% | +140,265+292.0% | Added |
| Legal & General Group Plc | 192,101 | $8.71M | 0.00% | +128,964+204.3% | Added |
| Rhumbline Advisers | 198,761 | $9.01M | 0.01% | +105,212+112.5% | Added |
| Stifel Financial Corp | 208,088 | $9.43M | 0.01% | −1,213−0.6% | Reduced |
| First Republic Investment Management, Inc. | 211,323 | $9.58M | 0.05% | +29,313+16.1% | Added |
| Jennison Associates LLC | 219,847 | $9.97M | 0.01% | +1,640+0.8% | Added |
| Newport Capital Group, LLC | 297,989 | $11.4M | 5.74% | 00.0% | Unchanged |
| SEI Investments Co | 263,554 | $11.9M | 0.02% | −3,602−1.3% | Reduced |
| Victory Capital Management Inc | 268,010 | $12.2M | 0.01% | −4,435−1.6% | Reduced |
| Capital Management Corp | 274,544 | $12.4M | 2.66% | −48,630−15.0% | Reduced |
| Jane Street Group, LLC | 308,007 | $14.0M | 0.02% | +284,595+1,215.6% | Added |
| Invesco Ltd. | 313,577 | $14.2M | 0.00% | +65,979+26.6% | Added |
| Royal Bank of Canada | 341,311 | $15.5M | 0.00% | +22,064+6.9% | Added |
| Royce & Associates LP | 370,331 | $16.8M | 0.16% | −77,502−17.3% | Reduced |
| Emerald Mutual Fund Advisers Trust | 380,711 | $17.3M | 0.94% | −142,010−27.2% | Reduced |
| Raymond James & Associates | 405,066 | $18.4M | 0.02% | +2,058+0.5% | Added |
| Norges Bank | 439,684 | $19.9M | 0.00% | −202,437−31.5% | Reduced |
| Tributary Capital Management, LLC | 439,803 | $19.9M | 1.79% | −7,704−1.7% | Reduced |
| Emerald Advisers, LLC | 458,745 | $20.8M | 0.91% | −175,238−27.6% | Reduced |
| Bank of America Corp | 486,760 | $22.1M | 0.00% | −83,207−14.6% | Reduced |
| Cramer Rosenthal McGlynn LLC | 561,563 | $25.5M | 1.27% | +78,636+16.3% | Added |
| Bamco Inc | 596,430 | $27.0M | 0.07% | 00.0% | Unchanged |
| Vaughan Nelson Investment Management, L.P. | 603,115 | $27.3M | 0.30% | +27,218+4.7% | Added |
| Northern Trust Corp | 698,865 | $31.7M | 0.01% | +76,782+12.3% | Added |
| Capital World Investors | 719,000 | $32.6M | 0.01% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 750,305 | $34.0M | 0.01% | +44,993+6.4% | Added |
| Principal Financial Group Inc | 809,718 | $36.7M | 0.03% | +389,218+92.6% | Added |
| Morgan Stanley | 878,283 | $39.8M | 0.00% | +180,801+25.9% | Added |
| Bank of New York Mellon Corp | 938,988 | $42.6M | 0.01% | +260,640+38.4% | Added |
| HighTower Advisors, LLC | 1,076,460 | $48.8M | 0.10% | +127,528+13.4% | Added |
| Wells Fargo & Company | 1,101,666 | $49.9M | 0.01% | +17,436+1.6% | Added |
| Artisan Partners Limited Partnership | 1,156,852 | $52.5M | 0.08% | −55,214−4.6% | Reduced |
| Lord, Abbett & Co. LLC | 1,222,175 | $55.4M | 0.19% | −159,746−11.6% | Reduced |
| Dimensional Fund Advisors LP | 1,229,460 | $55.7M | 0.02% | +192,570+18.6% | Added |
| Madison Asset Management, LLC | 1,320,955 | $59.9M | 0.87% | +21,243+1.6% | Added |
| Westwood Holdings Group Inc. | 1,345,552 | $61.0M | 0.55% | −57,414−4.1% | Reduced |
| Geode Capital Management, LLC | 1,385,338 | $62.8M | 0.01% | +78,791+6.0% | Added |
| Ameriprise Financial Inc | 1,509,370 | $68.4M | 0.02% | +473,989+45.8% | Added |
| Heard Capital LLC | 1,832,335 | $83.1M | 6.38% | +77,596+4.4% | Added |
| JPMorgan Chase & Co | 1,869,404 | $84.8M | 0.01% | −435,120−18.9% | Reduced |
| Alliancebernstein L.P. | 2,330,263 | $105.7M | 0.04% | −143,033−5.8% | Reduced |
| State Street Corp | 2,402,137 | $108.9M | 0.01% | +1,035,644+75.8% | Added |
| Timucuan Asset Management Inc | 3,068,706 | $139.1M | 5.47% | +478,338+18.5% | Added |
| London Co of Virginia | 3,421,642 | $155.1M | 0.88% | −134,417−3.8% | Reduced |
| Wasatch Advisors Inc | 4,262,420 | $193.3M | 1.17% | −274,517−6.1% | Reduced |
| Goldman Sachs Group Inc | 4,807,979 | $218.0M | 0.06% | +4,533,955+1,654.6% | Added |
| BlackRock Inc. | 6,239,113 | $282.9M | 0.01% | +870,362+16.2% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 7,229,918 | $327.8M | 0.92% | +219,329+3.1% | Added |
| Vanguard Group Inc | 7,759,037 | $351.8M | 0.01% | +1,109,829+16.7% | Added |
| BlueCrest Capital Management Ltd | 0 | $0 | 0.00% | −75,464−100.0% | Sold out |
| Nicholas Investment Partners, LP | 0 | $0 | 0.00% | −72,793−100.0% | Sold out |
| CM Wealth Advisors LLC | 0 | $0 | 0.00% | −35,096−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −31,685−100.0% | Sold out |
| Macquarie Group Ltd | 0 | $0 | 0.00% | −27,520−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −23,700−100.0% | Sold out |
| Asset Management One Co.,Ltd. | 0 | $0 | 0.00% | −19,560−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −11,921−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −11,219−100.0% | Sold out |
| Sigma Planning Corp | 0 | $0 | 0.00% | −10,045−100.0% | Sold out |
| Legato Capital Management LLC | 0 | $0 | 0.00% | −9,470−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −9,019−100.0% | Sold out |
| Panagora Asset Management Inc | 0 | $0 | 0.00% | −7,903−100.0% | Sold out |
| DGS Capital Management, LLC | 0 | $0 | 0.00% | −7,557−100.0% | Sold out |
| JustInvest LLC | 0 | $0 | 0.00% | −5,929−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −5,265−100.0% | Sold out |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −1,727−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −838−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −714−100.0% | Sold out |
| Whittier Trust Co | 0 | $0 | 0.00% | −374−100.0% | Sold out |
| Cullen/Frost Bankers, Inc. | 0 | $0 | 0.00% | −362−100.0% | Sold out |
| Hazlett, Burt & Watson, Inc. | 0 | $0 | 0.00% | −166−100.0% | Sold out |
| TCI Wealth Advisors, Inc. | 0 | $0 | 0.00% | −139−100.0% | Sold out |
| Spire Wealth Management | 0 | $0 | 0.00% | −114−100.0% | Sold out |
| Cape Investment Advisory, Inc. | 0 | $0 | 0.00% | −110−100.0% | Sold out |
| Rise Advisors, LLC | 0 | $0 | 0.00% | −56−100.0% | Sold out |
| Ellevest, Inc. | 0 | $0 | 0.00% | −40−100.0% | Sold out |
| Steward Financial Group LLC | 0 | $0 | 0.00% | −35−100.0% | Sold out |
| Horan Securities, Inc. | 0 | $0 | 0.00% | −25−100.0% | Sold out |
| Schubert & Co | 0 | $0 | 0.00% | −25−100.0% | Sold out |
| Versant Capital Management, Inc | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| AdvisorNet Financial, Inc | 0 | $0 | 0.00% | −12−100.0% | Sold out |
| Gradient Investments LLC | 0 | $0 | 0.00% | −12−100.0% | Sold out |