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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.

Q3 2023 vs. Q2 2023

How the institutions holding Moelis & Co changed between Q2 2023 and Q3 2023.

All holders in Q3 2023All holders in Q2 2023

13F holders of MC: Q2 2023 compared with Q3 2023
MeasureQ2 2023Of which not filed for Q3 2023Q3 2023Change
Holders2593268+12
Shares75.7M7.52K73.1M−2.50M (−3.3%)
Value$3.42B$341.1K$3.30B−$115.0M (−3.4%)

3 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so the changes leave them out.

New holders (33)

Institutions that held Moelis & Co at the end of Q3 2023 but not at the end of Q2 2023.

Institutions new to MC in Q3 2023
InstitutionSharesValue% of portfolio
Healthcare of Ontario Pension Plan Trust Fund375,000$16.9M0.08%
Assenagon Asset Management S.A.137,713$6.21M0.02%
HSBC Holdings PLC104,083$4.71M0.01%
Canada Pension Plan Investment Board78,000$3.52M0.01%
Connor, Clark & Lunn Investment Management Ltd.69,130$3.12M0.02%
Richard Bernstein Advisors LLC56,729$2.56M0.06%
Illinois Municipal Retirement Fund39,815$1.80M0.03%
HRT Financial LP38,806$1.75M0.02%
Duality Advisers, LP29,535$1.33M0.16%
Millennium Management LLC27,186$1.23M0.00%
Numerai GP LLC24,525$1.11M0.37%
Dynamic Technology Lab Private Ltd15,878$717.0K0.07%
Ignite Planners, LLC15,391$686.8K0.21%
Qsemble Capital Management, LP13,900$627.3K0.12%
QRG Capital Management, Inc.12,353$557.5K0.01%
Everence Capital Management Inc7,690$347.0K0.03%
Pictet Asset Management Holding SA7,624$344.1K0.00%
D. E. Shaw & Co., Inc.5,724$258.3K0.00%
XTX Topco Ltd5,532$249.7K0.04%
JustInvest LLC4,946$223.2K0.01%
Envestnet Portfolio Solutions, Inc.4,696$211.9K0.00%
FDx Advisors, Inc.4,559$206.0K0.02%
National Asset Management, Inc.4,513$203.7K0.01%
Quantbot Technologies LP3,849$173.7K0.01%
Neo Ivy Capital Management2,204$99.0K0.04%
Arlington Trust Co LLC308$13.9K0.01%
Headlands Technologies LLC262$11.8K0.01%
Versant Capital Management, Inc154$6.95K0.00%
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.72$3.25K0.00%
Farmers & Merchants Investments Inc45$2.03K0.00%
Steward Financial Group LLC37$1.00K0.00%
Tfo-TDC, LLC7$3170.00%
Coppell Advisory Solutions LLC5$1920.00%

Sold out (21)

Institutions that held Moelis & Co at the end of Q2 2023 and filed for Q3 2023 without it.

Institutions that sold out of MC in Q3 2023
InstitutionShares, Q2 2023Value, Q2 2023
Newport Capital Group, LLC297,989$11.4M
Amundi185,054$8.41M
Alps Advisors Inc92,552$4.20M
Schonfeld Strategic Advisors LLC72,467$3.29M
Brookfield Asset Management Inc.57,576$2.61M
Richard P Slaughter Associates Inc31,297$1.42M
Cambridge Investment Research Advisors, Inc.12,438$564.0K
Sciencast Management LP11,757$528.3K
Centiva Capital, LP5,805$263.2K
Jefferies Financial Group Inc.5,405$245.1K
Two Sigma Securities, LLC4,844$219.6K
Fox Run Management, L.L.C.4,750$215.4K
CIBC Asset Management Inc4,588$208.0K
SG Americas Securities, LLC2,519$114.0K
Mitsubishi UFJ Trust & Banking Corp495$22.4K
Fairfield, Bush & Co.213$9.66K
Sofos Investments, Inc.45$1.51K
Plante Moran Financial Advisors, LLC28$1.27K
Ronald Blue Trust, Inc.29$1.00K
25 LLC14$679
Disciplined Investments, LLC9$408

Not filed for Q3 2023 yet (3)

Institutions that held Moelis & Co at the end of Q2 2023 and haven't filed a 13F for Q3 2023. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding MC in Q2 2023 that haven't filed for Q3 2023
InstitutionShares, Q2 2023Value, Q2 2023
Pictet Asset Management SA6,893$312.5K
First Capital Advisors Group, LLC.574$26.0K
BerganKDV Wealth Management, LLC56$2.54K