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 |
|---|---|---|---|---|---|
| Massmutual Trust Co FSB | 4 | $181 | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 5 | $192 | 0.00% | +5 | New |
| Glassman Wealth Services | 6 | $271 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 7 | $317 | 0.00% | +7 | New |
| Northwestern Mutual Wealth Management Co | 10 | $451 | 0.00% | −4−28.6% | Reduced |
| SJS Investment Consulting Inc. | 12 | $542 | 0.00% | +3+33.3% | Added |
| Quadrant Capital Group LLC | 14 | $632 | 0.00% | +3+27.3% | Added |
| ORG Partners LLC | 14 | $671 | 0.00% | −1−6.7% | Reduced |
| EverSource Wealth Advisors, LLC | 15 | $677 | 0.00% | −4−21.1% | Reduced |
| Steward Financial Group LLC | 37 | $1.00K | 0.00% | +37 | New |
| Washington Trust Co | 26 | $1.17K | 0.00% | −1−3.7% | Reduced |
| Baker Avenue Asset Management, LP | 27 | $1.22K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 29 | $1.31K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 31 | $1.40K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 37 | $1.67K | 0.00% | −6−14.0% | Reduced |
| JFS Wealth Advisors, LLC | 38 | $1.72K | 0.00% | +9+31.0% | Added |
| Huntington National Bank | 44 | $1.99K | 0.00% | −50−53.2% | Reduced |
| Sound Income Strategies, LLC | 44 | $1.99K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 45 | $2.03K | 0.00% | +45 | New |
| Bell Investment Advisors, Inc | 59 | $2.66K | 0.00% | −14−19.2% | Reduced |
| Bessemer Group Inc | 57 | $3.00K | 0.00% | −1,752−96.8% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 72 | $3.25K | 0.00% | +72 | New |
| Fifth Third Bancorp | 117 | $5.28K | 0.00% | +92+368.0% | Added |
| Farther Finance Advisors, LLC | 130 | $5.87K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 135 | $6.09K | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 152 | $6.86K | 0.00% | +24+18.8% | Added |
| Versant Capital Management, Inc | 154 | $6.95K | 0.00% | +154 | New |
| IFP Advisors, Inc | 185 | $8.36K | 0.00% | +1+0.5% | Added |
| GWM Advisors LLC | 198 | $8.94K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 224 | $10.1K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 226 | $10.2K | 0.00% | +135+148.4% | Added |
| Headlands Technologies LLC | 262 | $11.8K | 0.01% | +262 | New |
| Global Retirement Partners, LLC | 274 | $12.0K | 0.00% | +65+31.1% | Added |
| Lindbrook Capital, LLC | 280 | $12.6K | 0.00% | −17−5.7% | Reduced |
| Arlington Partners LLC | 308 | $13.9K | 0.01% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 308 | $13.9K | 0.01% | +308 | New |
| Nomura Asset Management Co Ltd | 380 | $17.1K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 392 | $18.0K | 0.00% | −314−44.5% | Reduced |
| City State Bank | 550 | $25.0K | 0.01% | −200−26.7% | Reduced |
| Private Trust Co NA | 620 | $28.0K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 770 | $34.8K | 0.02% | −13−1.7% | Reduced |
| Umb Bank N A | 875 | $39.5K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 931 | $42.0K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 1,099 | $49.6K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 1,221 | $55.1K | 0.00% | −17−1.4% | Reduced |
| Assetmark, Inc | 1,229 | $55.5K | 0.00% | +184+17.6% | Added |
| Tradition Wealth Management, LLC | 1,246 | $56.0K | 0.01% | +16+1.3% | Added |
| KBC Group NV | 1,663 | $75.0K | 0.00% | −3,136−65.3% | Reduced |
| Parallel Advisors, LLC | 1,757 | $79.3K | 0.00% | −325−15.6% | Reduced |
| Covestor Ltd | 1,912 | $86.0K | 0.06% | −407−17.6% | Reduced |
| Neo Ivy Capital Management | 2,204 | $99.0K | 0.04% | +2,204 | New |
| Allspring Global Investments Holdings, LLC | 2,951 | $133.2K | 0.00% | −1,270−30.1% | Reduced |
| STRS Ohio | 3,600 | $162.0K | 0.00% | +800+28.6% | Added |
| Metropolitan Life Insurance Co | 3,848 | $173.7K | 0.01% | +193+5.3% | Added |
| Quantbot Technologies LP | 3,849 | $173.7K | 0.01% | +3,849 | New |
| United Capital Financial Advisers, LLC | 4,512 | $203.6K | 0.00% | −10.0% | Reduced |
| National Asset Management, Inc. | 4,513 | $203.7K | 0.01% | +4,513 | New |
| Raymond James Trust N.A. | 4,519 | $203.9K | 0.01% | −858−16.0% | Reduced |
| FDx Advisors, Inc. | 4,559 | $206.0K | 0.02% | +4,559 | New |
| Snowden Capital Advisors LLC | 4,683 | $211.3K | 0.01% | −88−1.8% | Reduced |
| Integrated Wealth Concepts LLC | 4,688 | $211.6K | 0.00% | −10.0% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 4,696 | $211.9K | 0.00% | +4,696 | New |
| Advisors Asset Management, Inc. | 4,759 | $214.8K | 0.00% | −5,476−53.5% | Reduced |
| M&T Bank Corp | 4,899 | $221.1K | 0.00% | −474−8.8% | Reduced |
| JustInvest LLC | 4,946 | $223.2K | 0.01% | +4,946 | New |
| Wilbanks Smith & Thomas Asset Management LLC | 4,970 | $224.3K | 0.01% | 00.0% | Unchanged |
| Shell Asset Management Co | 5,017 | $226.0K | 0.01% | −79−1.6% | Reduced |
| Teacher Retirement System of Texas | 5,149 | $232.0K | 0.00% | +311+6.4% | Added |
| Drive Wealth Management, LLC | 5,397 | $243.6K | 0.09% | −1,849−25.5% | Reduced |
| O'Rourke & Company, Inc | 5,423 | $245.0K | 0.18% | −198−3.5% | Reduced |
| XTX Topco Ltd | 5,532 | $249.7K | 0.04% | +5,532 | New |
| Nisa Investment Advisors, LLC | 5,593 | $252.4K | 0.00% | −5,100−47.7% | Reduced |
| D. E. Shaw & Co., Inc. | 5,724 | $258.3K | 0.00% | +5,724 | New |
| Arden Trust Co | 5,854 | $264.2K | 0.04% | +428+7.9% | Added |
| Truist Financial Corp | 5,857 | $264.3K | 0.00% | +446+8.2% | Added |
| Raymond James Financial Services Advisors, Inc. | 5,928 | $267.5K | 0.00% | +1,035+21.2% | Added |
| Riverview Capital Advisers, LLC | 5,980 | $269.9K | 0.12% | 00.0% | Unchanged |
| Capital Investment Advisory Services, LLC | 6,023 | $271.8K | 0.03% | +256+4.4% | Added |
| Kolinsky Wealth Management, LLC | 6,084 | $274.6K | 0.27% | +65+1.1% | Added |
| Creative Planning | 6,231 | $281.2K | 0.00% | −540−8.0% | Reduced |
| Ameritas Investment Partners, Inc. | 6,642 | $299.8K | 0.01% | +1,121+20.3% | Added |
| D.A. Davidson & Co. | 6,666 | $300.8K | 0.00% | 00.0% | Unchanged |
| MML Investors Services, LLC | 6,818 | $308.0K | 0.00% | −646−8.7% | Reduced |
| Allianz Asset Management GmbH | 6,852 | $309.2K | 0.00% | +817+13.5% | Added |
| Tower Research Capital LLC (TRC) | 6,852 | $309.2K | 0.01% | +3,503+104.6% | Added |
| Vestcor Inc | 7,262 | $328.0K | 0.01% | −18,412−71.7% | Reduced |
| Mariner, LLC | 7,526 | $339.7K | 0.00% | +304+4.2% | Added |
| Advisor Partners II, LLC | 7,557 | $341.0K | 0.01% | +637+9.2% | Added |
| Pictet Asset Management Holding SA | 7,624 | $344.1K | 0.00% | +7,624 | New |
| Public Employees Retirement Association of Colorado | 7,648 | $345.0K | 0.00% | 00.0% | Unchanged |
| Peak Financial Advisors LLC | 7,650 | $345.2K | 0.37% | +1,162+17.9% | Added |
| Everence Capital Management Inc | 7,690 | $347.0K | 0.03% | +7,690 | New |
| Bank of Montreal | 7,451 | $362.2K | 0.00% | −79−1.0% | Reduced |
| Mercer Global Advisors Inc | 8,525 | $385.0K | 0.00% | −859−9.2% | Reduced |
| O'Shaughnessy Asset Management, LLC | 8,720 | $393.5K | 0.01% | +144+1.7% | Added |
| US Bancorp | 9,042 | $408.1K | 0.00% | −474−5.0% | Reduced |
| Pitcairn Co | 9,228 | $416.5K | 0.03% | +169+1.9% | Added |
| PEAK6 Investments LLC | 9,412 | $424.8K | 0.02% | −1,970−17.3% | Reduced |
| Steward Partners Investment Advisory, LLC | 9,607 | $433.6K | 0.01% | +458+5.0% | Added |
| Curated Wealth Partners LLC | 9,820 | $443.2K | 0.08% | 00.0% | Unchanged |