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, Q3 2023
Institutional positions in Moelis & Co as of Sep 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
- 268
- +12 vs. Q2 2023
- Shares held
- 73.1M
- −2.50M (−3.3%) vs. Q2 2023
- Total value
- $3.30B
- −$115.0M (−3.4%) vs. Q2 2023
- New holders
- 33
- 91 more added
- Sold out
- 21
- 109 more reduced
3 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Moelis & Co; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 7,791,276 | $351.6M | 0.01% | +1,552,163+24.9% | Added |
| Vanguard Group Inc | 7,787,483 | $351.4M | 0.01% | +28,446+0.4% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 7,279,209 | $328.5M | 0.94% | +49,291+0.7% | Added |
| Wasatch Advisors Inc | 3,450,174 | $155.7M | 0.98% | −812,246−19.1% | Reduced |
| London Co of Virginia | 3,418,072 | $154.3M | 0.93% | −3,570−0.1% | Reduced |
| Timucuan Asset Management Inc | 3,050,694 | $137.7M | 5.52% | −18,012−0.6% | Reduced |
| Goldman Sachs Group Inc | 3,039,765 | $137.2M | 0.03% | −1,768,214−36.8% | Reduced |
| State Street Corp | 2,499,476 | $112.8M | 0.01% | +97,339+4.1% | Added |
| Alliancebernstein L.P. | 2,238,734 | $101.0M | 0.04% | −91,529−3.9% | Reduced |
| Heard Capital LLC | 1,863,970 | $84.1M | 6.30% | +31,635+1.7% | Added |
| JPMorgan Chase & Co | 1,474,142 | $66.5M | 0.01% | −395,262−21.1% | Reduced |
| Geode Capital Management, LLC | 1,340,156 | $60.5M | 0.01% | −45,182−3.3% | Reduced |
| Madison Asset Management, LLC | 1,339,194 | $60.4M | 0.89% | +18,239+1.4% | Added |
| Westwood Holdings Group Inc. | 1,300,502 | $58.7M | 0.55% | −45,050−3.3% | Reduced |
| Lord, Abbett & Co. LLC | 1,215,475 | $54.9M | 0.20% | −6,700−0.5% | Reduced |
| Dimensional Fund Advisors LP | 1,199,149 | $54.1M | 0.02% | −30,311−2.5% | Reduced |
| Artisan Partners Limited Partnership | 1,119,002 | $50.5M | 0.09% | −37,850−3.3% | Reduced |
| HighTower Advisors, LLC | 1,111,200 | $50.1M | 0.09% | +34,740+3.2% | Added |
| Wells Fargo & Company | 1,090,415 | $49.2M | 0.02% | −11,251−1.0% | Reduced |
| Ameriprise Financial Inc | 1,068,824 | $48.2M | 0.02% | −440,546−29.2% | Reduced |
| Bank of New York Mellon Corp | 934,640 | $42.2M | 0.01% | −4,348−0.5% | Reduced |
| Northern Trust Corp | 927,705 | $41.9M | 0.01% | +228,840+32.7% | Added |
| Principal Financial Group Inc | 793,203 | $35.8M | 0.03% | −16,515−2.0% | Reduced |
| Charles Schwab Investment Management Inc | 792,729 | $35.8M | 0.01% | +42,424+5.7% | Added |
| Capital World Investors | 719,000 | $32.4M | 0.01% | 00.0% | Unchanged |
| Vaughan Nelson Investment Management, L.P. | 616,380 | $27.8M | 0.31% | +13,265+2.2% | Added |
| Morgan Stanley | 590,557 | $26.7M | 0.00% | −287,726−32.8% | Reduced |
| Bamco Inc | 550,152 | $24.8M | 0.07% | −46,278−7.8% | Reduced |
| Bank of America Corp | 492,595 | $22.2M | 0.00% | +5,835+1.2% | Added |
| Emerald Advisers, LLC | 458,302 | $20.7M | 1.00% | −443−0.1% | Reduced |
| Tributary Capital Management, LLC | 449,138 | $20.3M | 1.92% | +9,335+2.1% | Added |
| Norges Bank | 446,784 | $20.2M | 0.00% | +7,100+1.6% | Added |
| Cramer Rosenthal McGlynn LLC | 434,485 | $19.6M | 1.10% | −127,078−22.6% | Reduced |
| Emerald Mutual Fund Advisers Trust | 380,711 | $17.2M | 1.04% | 00.0% | Unchanged |
| Raymond James & Associates | 380,023 | $17.2M | 0.01% | −25,043−6.2% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 375,000 | $16.9M | 0.08% | +375,000 | New |
| Royal Bank of Canada | 370,306 | $16.7M | 0.00% | +28,995+8.5% | Added |
| Barclays PLC | 294,010 | $13.3M | 0.01% | +105,715+56.1% | Added |
| Invesco Ltd. | 280,770 | $12.7M | 0.00% | −32,807−10.5% | Reduced |
| Royce & Associates LP | 279,247 | $12.6M | 0.13% | −91,084−24.6% | Reduced |
| Victory Capital Management Inc | 258,235 | $11.7M | 0.01% | −9,775−3.6% | Reduced |
| Capital Management Corp | 230,932 | $10.4M | 2.35% | −43,612−15.9% | Reduced |
| SEI Investments Co | 227,621 | $10.3M | 0.02% | −35,933−13.6% | Reduced |
| First Republic Investment Management, Inc. | 212,929 | $9.61M | 0.03% | +1,606+0.8% | Added |
| Stifel Financial Corp | 211,037 | $9.52M | 0.01% | +2,949+1.4% | Added |
| Rhumbline Advisers | 202,870 | $9.16M | 0.01% | +4,109+2.1% | Added |
| Legal & General Group Plc | 189,185 | $8.54M | 0.00% | −2,916−1.5% | Reduced |
| Deutsche Bank AG | 176,323 | $7.96M | 0.01% | +2,579+1.5% | Added |
| Winslow Asset Management Inc | 172,370 | $7.78M | 1.80% | −1,404−0.8% | Reduced |
| Nuveen Asset Management, LLC | 170,525 | $7.70M | 0.00% | −1,588−0.9% | Reduced |
| Envestnet Asset Management Inc | 161,695 | $7.30M | 0.00% | +37,372+30.1% | Added |
| Swiss National Bank | 146,300 | $6.60M | 0.01% | +7,000+5.0% | Added |
| Grandeur Peak Global Advisors, LLC | 138,475 | $6.25M | 0.47% | 00.0% | Unchanged |
| Assenagon Asset Management S.A. | 137,713 | $6.21M | 0.02% | +137,713 | New |
| Natixis Advisors, L.P. | 123,023 | $5.55M | 0.02% | +7,468+6.5% | Added |
| UBS Group AG | 121,898 | $5.50M | 0.00% | +6,687+5.8% | Added |
| FMR LLC | 121,809 | $5.50M | 0.00% | +1,029+0.9% | Added |
| Regions Financial Corp | 108,846 | $4.91M | 0.04% | −3,082−2.8% | Reduced |
| CenterBook Partners LP | 106,789 | $4.82M | 0.60% | +28,929+37.2% | Added |
| First Eagle Investment Management, LLC | 105,106 | $4.74M | 0.01% | +3,838+3.8% | Added |
| HSBC Holdings PLC | 104,083 | $4.71M | 0.01% | +104,083 | New |
| Jennison Associates LLC | 101,551 | $4.58M | 0.00% | −118,296−53.8% | Reduced |
| Squarepoint Ops LLC | 99,054 | $4.47M | 0.02% | +52,874+114.5% | Added |
| Public Sector Pension Investment Board | 82,283 | $3.71M | 0.03% | −35,873−30.4% | Reduced |
| National Bank of Canada | 83,505 | $3.68M | 0.01% | +83,000+16,435.6% | Added |
| Adirondack Retirement Specialists, Inc. | 81,120 | $3.66M | 2.85% | −66,008−44.9% | Reduced |
| Prudential Financial Inc | 79,650 | $3.59M | 0.01% | −3,770−4.5% | Reduced |
| UBS Asset Management Americas Inc | 79,234 | $3.58M | 0.00% | +4,007+5.3% | Added |
| Public Employees Retirement System of Ohio | 78,691 | $3.55M | 0.02% | +240.0% | Added |
| Canada Pension Plan Investment Board | 78,000 | $3.52M | 0.01% | +78,000 | New |
| Mutual of America Capital Management LLC | 76,155 | $3.44M | 0.04% | +268+0.4% | Added |
| California State Teachers Retirement System | 73,616 | $3.32M | 0.01% | −4,929−6.3% | Reduced |
| Fisher Asset Management, LLC | 72,761 | $3.28M | 0.00% | +5,645+8.4% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 69,130 | $3.12M | 0.02% | +69,130 | New |
| Great West Life Assurance Co | 67,884 | $3.06M | 0.01% | −1,059−1.5% | Reduced |
| Salvus Wealth Management, LLC | 64,388 | $2.91M | 2.30% | −320.0% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 64,017 | $2.89M | 0.04% | −91,181−58.8% | Reduced |
| Credit Suisse AG | 63,800 | $2.88M | 0.00% | +1,441+2.3% | Added |
| Citadel Advisors LLC | 61,556 | $2.78M | 0.00% | +36,887+149.5% | Added |
| Thrivent Financial for Lutherans | 60,901 | $2.75M | 0.01% | −2,778−4.4% | Reduced |
| New York State Common Retirement Fund | 58,004 | $2.62M | 0.00% | +1,608+2.9% | Added |
| Moran Wealth Management, LLC | 56,976 | $2.57M | 0.10% | +544+1.0% | Added |
| Richard Bernstein Advisors LLC | 56,729 | $2.56M | 0.06% | +56,729 | New |
| Texas Permanent School Fund | 56,532 | $2.55M | 0.02% | −2,071−3.5% | Reduced |
| LPL Financial LLC | 53,833 | $2.43M | 0.00% | +836+1.6% | Added |
| Comerica Bank | 52,934 | $2.39M | 0.01% | −181,535−77.4% | Reduced |
| BNP Paribas Arbitrage, SA | 52,538 | $2.37M | 0.01% | +23,059+78.2% | Added |
| State of New Jersey Common Pension Fund D | 52,432 | $2.37M | 0.01% | −10,832−17.1% | Reduced |
| Schroder Investment Management Group | 52,365 | $2.36M | 0.00% | −1,448−2.7% | Reduced |
| NewEdge Wealth, LLC | 51,291 | $2.31M | 0.07% | −466−0.9% | Reduced |
| Vestmark Advisory Solutions, Inc. | 51,187 | $2.31M | 0.17% | −570−1.1% | Reduced |
| DFPG Investments, LLC | 55,000 | $2.30M | 0.21% | +20,412+59.0% | Added |
| Park Circle Co | 50,176 | $2.26M | 2.14% | 00.0% | Unchanged |
| First National Bank of Omaha | 49,987 | $2.26M | 0.15% | −2,959−5.6% | Reduced |
| Neuberger Berman Group LLC | 49,613 | $2.24M | 0.00% | −236−0.5% | Reduced |
| Oppenheimer Asset Management Inc. | 48,960 | $2.21M | 0.03% | −4,221−7.9% | Reduced |
| Brinker Capital Investments, LLC | 48,659 | $2.20M | 0.03% | −4,297−8.1% | Reduced |
| Orion Portfolio Solutions, LLC | 48,659 | $2.20M | 0.03% | −4,297−8.1% | Reduced |
| Alberta Investment Management Corp | 45,454 | $2.05M | 0.02% | 00.0% | Unchanged |
| Cornerstone Investment Partners, LLC | 44,570 | $2.01M | 0.13% | −4,508−9.2% | Reduced |