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 |
|---|---|---|---|---|---|
| State of Alaska, Department of Revenue | 43,799 | $1.99M | 0.02% | +43,799 | New |
| Janney Montgomery Scott LLC | 42,341 | $1.92M | 0.01% | −340−0.8% | Reduced |
| Man Group plc | 40,160 | $1.82M | 0.01% | – | – |
| ExodusPoint Capital Management, LP | 39,503 | $1.79M | 0.02% | +39,503 | New |
| DFPG Investments, LLC | 34,588 | $1.77M | 0.16% | +19,143+123.9% | Added |
| Verdence Capital Advisors LLC | 39,037 | $1.77M | 0.21% | +1,790+4.8% | Added |
| Manufacturers Life Insurance Company, The | 37,820 | $1.71M | 0.00% | +12,299+48.2% | Added |
| Yousif Capital Management, LLC | 36,116 | $1.64M | 0.02% | +36,116 | New |
| American International Group, Inc. | 35,878 | $1.63M | 0.01% | +5,112+16.6% | Added |
| Chevy Chase Trust Holdings, Inc. | 35,765 | $1.62M | 0.01% | −666−1.8% | Reduced |
| MetLife Investment Management | 35,269 | $1.60M | 0.01% | +1,729+5.2% | Added |
| Louisiana State Employees Retirement System | 34,900 | $1.58M | 0.04% | +34,900 | New |
| Hennion & Walsh Asset Management, Inc. | 34,185 | $1.55M | 0.09% | +4,234+14.1% | Added |
| PDT Partners, LLC | 33,331 | $1.51M | 0.21% | −12,622−27.5% | Reduced |
| The PNC Financial Services Group, Inc. | 32,954 | $1.49M | 0.00% | −503−1.5% | Reduced |
| Susquehanna International Group, LLP | 32,807 | $1.49M | 0.00% | −32,929−50.1% | Reduced |
| Richard P Slaughter Associates Inc | 31,297 | $1.42M | 0.41% | +467+1.5% | Added |
| Gabelli Funds LLC | 31,100 | $1.41M | 0.01% | +2,800+9.9% | Added |
| Voya Investment Management LLC | 31,071 | $1.41M | 0.00% | +7,167+30.0% | Added |
| BNP Paribas Arbitrage, SA | 29,479 | $1.34M | 0.00% | −15,147−33.9% | Reduced |
| Advisor Group Holdings, Inc. | 28,816 | $1.31M | 0.00% | +7,391+34.5% | Added |
| Amalgamated Bank | 28,767 | $1.30M | 0.01% | +20,879+264.7% | Added |
| Mirae Asset Global Investments Co., Ltd. | 27,743 | $1.26M | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 27,668 | $1.25M | 0.00% | +19,217+227.4% | Added |
| Janus Henderson Group PLC | 27,116 | $1.23M | 0.00% | −18−0.1% | Reduced |
| AMG National Trust Bank | 26,602 | $1.21M | 0.04% | −251−0.9% | Reduced |
| Maryland State Retirement & Pension System | 25,934 | $1.18M | 0.02% | +25,934 | New |
| Price T Rowe Associates Inc | 25,898 | $1.18M | 0.00% | +1,320+5.4% | Added |
| Quadrature Capital Ltd | 25,848 | $1.17M | 0.03% | +6,418+33.0% | Added |
| Vestcor Inc | 25,674 | $1.16M | 0.04% | −91,043−78.0% | Reduced |
| Citadel Advisors LLC | 24,669 | $1.12M | 0.00% | −71,818−74.4% | Reduced |
| Federation des caisses Desjardins du Quebec | 24,465 | $1.11M | 0.01% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 23,418 | $1.06M | 0.00% | +43+0.2% | Added |
| Ensign Peak Advisors, Inc | 22,150 | $1.00M | 0.00% | 00.0% | Unchanged |
| State of Tennessee, Treasury Department | 21,715 | $984.6K | 0.00% | +21,715 | New |
| Oregon Public Employees Retirement Fund | 20,700 | $938.5K | 0.01% | +20,700 | New |
| First Trust Advisors LP | 19,983 | $906.0K | 0.00% | −158,421−88.8% | Reduced |
| TownSquare Capital, LLC | 19,513 | $884.7K | 0.02% | +7,383+60.9% | Added |
| Teachers Retirement System of the State of Kentucky | 19,300 | $875.0K | 0.01% | +19,300 | New |
| State Board of Administration of Florida Retirement System | 18,983 | $860.7K | 0.00% | +4,940+35.2% | Added |
| Arizona State Retirement System | 17,973 | $814.9K | 0.01% | −561−3.0% | Reduced |
| New York State Teachers Retirement System | 17,500 | $793.0K | 0.00% | +17,500 | New |
| Campbell Newman Asset Management Inc | 16,006 | $725.7K | 0.06% | +378+2.4% | Added |
| Harbor Advisors LLC | 14,800 | $671.0K | 0.14% | 00.0% | Unchanged |
| First Hawaiian Bank | 12,626 | $572.5K | 0.02% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 12,438 | $564.0K | 0.00% | +761+6.5% | Added |
| Juncture Wealth Strategies, LLC | 11,799 | $535.0K | 0.25% | +2,399+25.5% | Added |
| Quantum Private Wealth, LLC | 11,765 | $533.4K | 0.25% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 11,751 | $533.0K | 0.00% | 00.0% | Unchanged |
| Sciencast Management LP | 11,757 | $528.3K | 0.43% | +11,757 | New |
| SkyView Investment Advisors, LLC | 11,613 | $527.0K | 0.13% | −2,166−15.7% | Reduced |
| PEAK6 Investments LLC | 11,382 | $516.1K | 0.04% | +11,382 | New |
| Naples Global Advisors, LLC | 11,271 | $511.0K | 0.06% | −1,570−12.2% | Reduced |
| Nisa Investment Advisors, LLC | 10,693 | $484.8K | 0.00% | −8,249−43.5% | Reduced |
| KB Financial Partners, LLC | 10,607 | $481.0K | 0.13% | −2,004−15.9% | Reduced |
| Resources Investment Advisors, LLC. | 10,608 | $480.9K | 0.01% | −2,012−15.9% | Reduced |
| ProShare Advisors LLC | 10,433 | $473.0K | 0.00% | +2,930+39.1% | Added |
| Advisors Asset Management, Inc. | 10,235 | $464.1K | 0.01% | −51,290−83.4% | Reduced |
| Curated Wealth Partners LLC | 9,820 | $445.2K | 0.09% | 00.0% | Unchanged |
| Wesbanco Bank Inc | 9,796 | $444.0K | 0.02% | 00.0% | Unchanged |
| US Bancorp | 9,516 | $431.5K | 0.00% | −5,709−37.5% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 9,405 | $426.4K | 0.00% | +1,194+14.5% | Added |
| Mercer Global Advisors Inc | 9,384 | $425.0K | 0.00% | −536−5.4% | Reduced |
| Teza Capital Management LLC | 9,261 | $419.9K | 0.07% | +9,261 | New |
| Steward Partners Investment Advisory, LLC | 9,149 | $414.8K | 0.01% | −892−8.9% | Reduced |
| Pitcairn Co | 9,059 | $410.7K | 0.03% | −432−4.6% | Reduced |
| O'Shaughnessy Asset Management, LLC | 8,576 | $388.8K | 0.01% | −2,462−22.3% | Reduced |
| Public Employees Retirement Association of Colorado | 7,648 | $347.0K | 0.00% | 00.0% | Unchanged |
| Bank of Montreal | 7,530 | $344.6K | 0.00% | +7,530 | New |
| MML Investors Services, LLC | 7,464 | $338.0K | 0.00% | +461+6.6% | Added |
| Drive Wealth Management, LLC | 7,246 | $328.5K | 0.12% | −1,023−12.4% | Reduced |
| Mariner, LLC | 7,222 | $327.4K | 0.00% | −624−8.0% | Reduced |
| Advisor Partners II, LLC | 6,920 | $313.8K | 0.01% | +6,920 | New |
| Pictet Asset Management SA | 6,893 | $312.5K | 0.00% | 00.0% | Unchanged |
| Creative Planning | 6,771 | $307.0K | 0.00% | +6,771 | New |
| D.A. Davidson & Co. | 6,666 | $302.2K | 0.00% | 00.0% | Unchanged |
| Peak Financial Advisors LLC | 6,488 | $294.2K | 0.23% | +122+1.9% | Added |
| Kolinsky Wealth Management, LLC | 6,019 | $278.7K | 0.26% | +394+7.0% | Added |
| Capital Impact Advisors, LLC | 6,092 | $276.2K | 0.30% | −1,780−22.6% | Reduced |
| Allianz Asset Management GmbH | 6,035 | $273.6K | 0.00% | +6,035 | New |
| Riverview Capital Advisers, LLC | 5,980 | $271.1K | 0.12% | 00.0% | Unchanged |
| Centiva Capital, LP | 5,805 | $263.2K | 0.01% | +5,805 | New |
| Capital Investment Advisory Services, LLC | 5,767 | $261.5K | 0.03% | +6+0.1% | Added |
| O'Rourke & Company, Inc | 5,621 | $255.0K | 0.18% | +373+7.1% | Added |
| Ameritas Investment Partners, Inc. | 5,521 | $250.3K | 0.01% | +420+8.2% | Added |
| Arden Trust Co | 5,426 | $246.0K | 0.04% | +5,426 | New |
| Truist Financial Corp | 5,411 | $245.3K | 0.00% | +190+3.6% | Added |
| Jefferies Financial Group Inc. | 5,405 | $245.1K | 0.01% | +5,405 | New |
| M&T Bank Corp | 5,373 | $243.2K | 0.00% | +5,373 | New |
| Raymond James Trust N.A. | 5,377 | $243.0K | 0.01% | +5,377 | New |
| Shell Asset Management Co | 5,096 | $231.0K | 0.01% | −29−0.6% | Reduced |
| State of Wisconsin Investment Board | 5,059 | $229.4K | 0.00% | −6,298−55.5% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 4,970 | $225.3K | 0.01% | +4,970 | New |
| Raymond James Financial Services Advisors, Inc. | 4,893 | $221.9K | 0.00% | +4,893 | New |
| Two Sigma Securities, LLC | 4,844 | $219.6K | 0.02% | +4,844 | New |
| Teacher Retirement System of Texas | 4,838 | $219.0K | 0.00% | −2,276−32.0% | Reduced |
| KBC Group NV | 4,799 | $218.0K | 0.00% | +4,799 | New |
| Snowden Capital Advisors LLC | 4,771 | $216.3K | 0.01% | +4,771 | New |
| Fox Run Management, L.L.C. | 4,750 | $215.4K | 0.06% | +4,750 | New |
| Integrated Wealth Concepts LLC | 4,689 | $212.6K | 0.00% | +4,689 | New |