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 |
|---|---|---|---|---|---|
| CIBC Asset Management Inc | 4,588 | $208.0K | 0.00% | +4,588 | New |
| United Capital Financial Advisers, LLC | 4,513 | $204.6K | 0.00% | +4,513 | New |
| Allspring Global Investments Holdings, LLC | 4,221 | $191.4K | 0.00% | +2,314+121.3% | Added |
| Metropolitan Life Insurance Co | 3,655 | $165.7K | 0.01% | +273+8.1% | Added |
| Tower Research Capital LLC (TRC) | 3,349 | $151.8K | 0.01% | +1,971+143.0% | Added |
| STRS Ohio | 2,800 | $126.0K | 0.00% | −22,700−89.0% | Reduced |
| SG Americas Securities, LLC | 2,519 | $114.0K | 0.00% | −14,872−85.5% | Reduced |
| Covestor Ltd | 2,319 | $105.0K | 0.08% | +201+9.5% | Added |
| Parallel Advisors, LLC | 2,082 | $94.4K | 0.00% | −4,123−66.4% | Reduced |
| Bessemer Group Inc | 1,809 | $82.0K | 0.00% | +430+31.2% | Added |
| Signaturefd, LLC | 1,238 | $56.1K | 0.00% | −145−10.5% | Reduced |
| Tradition Wealth Management, LLC | 1,230 | $56.0K | 0.01% | +17+1.4% | Added |
| First Horizon Advisors, Inc. | 1,099 | $49.8K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 1,045 | $47.4K | 0.00% | +273+35.4% | Added |
| HM Payson & Co | 931 | $42.2K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 875 | $39.7K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 783 | $35.5K | 0.02% | 00.0% | Unchanged |
| City State Bank | 750 | $34.0K | 0.02% | 00.0% | Unchanged |
| CWM, LLC | 706 | $32.0K | 0.00% | −160−18.5% | Reduced |
| Private Trust Co NA | 620 | $28.1K | 0.00% | +6+1.0% | Added |
| First Capital Advisors Group, LLC. | 574 | $26.0K | 0.01% | +574 | New |
| National Bank of Canada | 505 | $22.9K | 0.00% | +50+11.0% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 495 | $22.4K | 0.00% | −6,069−92.5% | Reduced |
| Nomura Asset Management Co Ltd | 380 | $17.2K | 0.00% | 00.0% | Unchanged |
| Arlington Partners LLC | 308 | $14.0K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 297 | $13.5K | 0.00% | +6+2.1% | Added |
| IFP Advisors, Inc | 184 | $11.0K | 0.00% | +2+1.1% | Added |
| Colonial Trust Co | 224 | $10.2K | 0.00% | 00.0% | Unchanged |
| Fairfield, Bush & Co. | 213 | $9.66K | 0.00% | +213 | New |
| Global Retirement Partners, LLC | 209 | $9.48K | 0.00% | +65+45.1% | Added |
| GWM Advisors LLC | 198 | $8.98K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 135 | $6.12K | 0.00% | −3−2.2% | Reduced |
| Farther Finance Advisors, LLC | 130 | $5.89K | 0.00% | −6−4.4% | Reduced |
| GoalVest Advisory LLC | 128 | $5.80K | 0.00% | +128 | New |
| Huntington National Bank | 94 | $4.26K | 0.00% | +49+108.9% | Added |
| Hexagon Capital Partners LLC | 91 | $4.13K | 0.00% | +27+42.2% | Added |
| Bell Investment Advisors, Inc | 73 | $3.31K | 0.00% | −12−14.1% | Reduced |
| BerganKDV Wealth Management, LLC | 56 | $2.54K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 44 | $2.00K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 43 | $1.95K | 0.00% | +43 | New |
| Sofos Investments, Inc. | 45 | $1.51K | 0.01% | +45 | New |
| Allworth Financial LP | 31 | $1.41K | 0.00% | +21+210.0% | Added |
| 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 |
| Plante Moran Financial Advisors, LLC | 28 | $1.27K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 27 | $1.22K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 27 | $1.22K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 25 | $1.13K | 0.00% | −121−82.9% | Reduced |
| Ronald Blue Trust, Inc. | 29 | $1.00K | 0.00% | +29 | New |
| ORG Partners LLC | 15 | $1.00K | 0.00% | +15 | New |
| EverSource Wealth Advisors, LLC | 19 | $861 | 0.00% | −797−97.7% | Reduced |
| 25 LLC | 14 | $679 | 0.00% | +14 | New |
| Northwestern Mutual Wealth Management Co | 14 | $635 | 0.00% | +14 | New |
| Quadrant Capital Group LLC | 11 | $499 | 0.00% | −349−96.9% | Reduced |
| SJS Investment Consulting Inc. | 9 | $409 | 0.00% | +1+12.5% | Added |
| Disciplined Investments, LLC | 9 | $408 | 0.00% | −1−10.0% | Reduced |
| Glassman Wealth Services | 6 | $272 | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 4 | $181 | 0.00% | +4 | New |
| Comerica Bank | 234,469 | $0 | 0.00% | +234,469 | New |
| 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 |