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 |
|---|---|---|---|---|---|
| ProShare Advisors LLC | 10,160 | $458.5K | 0.00% | −273−2.6% | Reduced |
| KB Financial Partners, LLC | 10,703 | $483.0K | 0.14% | +96+0.9% | Added |
| Resources Investment Advisors, LLC. | 10,704 | $483.1K | 0.01% | +96+0.9% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 10,799 | $487.4K | 0.00% | +1,394+14.8% | Added |
| Naples Global Advisors, LLC | 11,271 | $508.7K | 0.06% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 11,577 | $522.5K | 0.00% | −21,230−64.7% | Reduced |
| Wesbanco Bank Inc | 11,596 | $523.3K | 0.02% | +1,800+18.4% | Added |
| Juncture Wealth Strategies, LLC | 11,699 | $528.0K | 0.26% | −100−0.8% | Reduced |
| Handelsbanken Fonder AB | 11,751 | $530.0K | 0.00% | 00.0% | Unchanged |
| Quantum Private Wealth, LLC | 11,765 | $530.9K | 0.25% | 00.0% | Unchanged |
| TownSquare Capital, LLC | 11,957 | $539.6K | 0.01% | −7,556−38.7% | Reduced |
| SkyView Investment Advisors, LLC | 12,038 | $543.0K | 0.22% | +425+3.7% | Added |
| QRG Capital Management, Inc. | 12,353 | $557.5K | 0.01% | +12,353 | New |
| First Hawaiian Bank | 12,626 | $569.8K | 0.02% | 00.0% | Unchanged |
| Capital Impact Advisors, LLC | 12,898 | $582.1K | 0.97% | +6,806+111.7% | Added |
| Qsemble Capital Management, LP | 13,900 | $627.3K | 0.12% | +13,900 | New |
| Harbor Advisors LLC | 14,800 | $667.9K | 0.14% | 00.0% | Unchanged |
| Ignite Planners, LLC | 15,391 | $686.8K | 0.21% | +15,391 | New |
| Campbell Newman Asset Management Inc | 15,743 | $710.5K | 0.07% | −263−1.6% | Reduced |
| Dynamic Technology Lab Private Ltd | 15,878 | $717.0K | 0.07% | +15,878 | New |
| Teza Capital Management LLC | 17,566 | $792.8K | 0.13% | +8,305+89.7% | Added |
| Arizona State Retirement System | 18,953 | $855.3K | 0.01% | +980+5.5% | Added |
| State Board of Administration of Florida Retirement System | 19,083 | $861.2K | 0.00% | +100+0.5% | Added |
| Oregon Public Employees Retirement Fund | 19,800 | $893.6K | 0.01% | −900−4.3% | Reduced |
| State of Wisconsin Investment Board | 20,451 | $923.0K | 0.00% | +15,392+304.2% | Added |
| First Trust Advisors LP | 20,653 | $932.1K | 0.00% | +670+3.4% | Added |
| New York State Teachers Retirement System | 21,024 | $949.0K | 0.00% | +3,524+20.1% | Added |
| Teachers Retirement System of the State of Kentucky | 21,500 | $970.0K | 0.01% | +2,200+11.4% | Added |
| State of Tennessee, Treasury Department | 21,715 | $980.0K | 0.00% | 00.0% | Unchanged |
| Ensign Peak Advisors, Inc | 22,150 | $999.6K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 23,014 | $1.04M | 0.01% | −1,451−5.9% | Reduced |
| Maryland State Retirement & Pension System | 24,521 | $1.11M | 0.03% | −1,413−5.4% | Reduced |
| Numerai GP LLC | 24,525 | $1.11M | 0.37% | +24,525 | New |
| Gabelli Funds LLC | 25,600 | $1.16M | 0.01% | −5,500−17.7% | Reduced |
| AMG National Trust Bank | 26,627 | $1.20M | 0.04% | +25+0.1% | Added |
| Man Group plc | – | $1.22M | 0.00% | – | – |
| Millennium Management LLC | 27,186 | $1.23M | 0.00% | +27,186 | New |
| Amalgamated Bank | 27,906 | $1.26M | 0.01% | −861−3.0% | Reduced |
| Captrust Financial Advisors | 28,133 | $1.27M | 0.00% | +465+1.7% | Added |
| PDT Partners, LLC | 28,331 | $1.28M | 0.16% | −5,000−15.0% | Reduced |
| Citigroup Inc | 28,553 | $1.29M | 0.00% | −20,176−41.4% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 29,484 | $1.33M | 0.00% | +1,741+6.3% | Added |
| Duality Advisers, LP | 29,535 | $1.33M | 0.16% | +29,535 | New |
| Holocene Advisors, LP | 30,254 | $1.37M | 0.01% | −24,905−45.2% | Reduced |
| Price T Rowe Associates Inc | 30,575 | $1.38M | 0.00% | +4,677+18.1% | Added |
| American Century Companies Inc | 30,881 | $1.39M | 0.00% | −17,328−35.9% | Reduced |
| Quadrature Capital Ltd | 31,462 | $1.42M | 0.03% | +5,614+21.7% | Added |
| The PNC Financial Services Group, Inc. | 31,875 | $1.44M | 0.00% | −1,079−3.3% | Reduced |
| Verdence Capital Advisors LLC | 32,714 | $1.48M | 0.16% | −6,323−16.2% | Reduced |
| Jane Street Group, LLC | 32,838 | $1.48M | 0.00% | −275,169−89.3% | Reduced |
| Russell Investments Group, Ltd. | 33,075 | $1.49M | 0.00% | +9,657+41.2% | Added |
| Hennion & Walsh Asset Management, Inc. | 33,399 | $1.51M | 0.10% | −786−2.3% | Reduced |
| Louisiana State Employees Retirement System | 33,900 | $1.53M | 0.04% | −1,000−2.9% | Reduced |
| Yousif Capital Management, LLC | 33,951 | $1.53M | 0.02% | −2,165−6.0% | Reduced |
| ExodusPoint Capital Management, LP | 33,969 | $1.53M | 0.02% | −5,534−14.0% | Reduced |
| Advisor Group Holdings, Inc. | 34,179 | $1.54M | 0.00% | +5,363+18.6% | Added |
| Eagle Rock Investment Company, LLC | 34,869 | $1.57M | 0.36% | −6,572−15.9% | Reduced |
| MetLife Investment Management | 35,269 | $1.59M | 0.01% | 00.0% | Unchanged |
| Chevy Chase Trust Holdings, Inc. | 35,420 | $1.60M | 0.01% | −345−1.0% | Reduced |
| American International Group, Inc. | 36,661 | $1.65M | 0.01% | +783+2.2% | Added |
| Janus Henderson Group PLC | 37,519 | $1.69M | 0.00% | +10,403+38.4% | Added |
| HRT Financial LP | 38,806 | $1.75M | 0.02% | +38,806 | New |
| Illinois Municipal Retirement Fund | 39,815 | $1.80M | 0.03% | +39,815 | New |
| State of Alaska, Department of Revenue | 41,449 | $1.87M | 0.02% | −2,350−5.4% | Reduced |
| Voya Investment Management LLC | 41,842 | $1.89M | 0.00% | +10,771+34.7% | Added |
| Manufacturers Life Insurance Company, The | 42,973 | $1.94M | 0.00% | +5,153+13.6% | Added |
| Janney Montgomery Scott LLC | 44,288 | $2.00M | 0.01% | +1,947+4.6% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 44,507 | $2.01M | 0.02% | −30,737−40.8% | Reduced |
| Cornerstone Investment Partners, LLC | 44,570 | $2.01M | 0.13% | −4,508−9.2% | Reduced |
| Alberta Investment Management Corp | 45,454 | $2.05M | 0.02% | 00.0% | Unchanged |
| 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 |
| Oppenheimer Asset Management Inc. | 48,960 | $2.21M | 0.03% | −4,221−7.9% | Reduced |
| Neuberger Berman Group LLC | 49,613 | $2.24M | 0.00% | −236−0.5% | Reduced |
| First National Bank of Omaha | 49,987 | $2.26M | 0.15% | −2,959−5.6% | Reduced |
| Park Circle Co | 50,176 | $2.26M | 2.14% | 00.0% | Unchanged |
| DFPG Investments, LLC | 55,000 | $2.30M | 0.21% | +20,412+59.0% | Added |
| Vestmark Advisory Solutions, Inc. | 51,187 | $2.31M | 0.17% | −570−1.1% | Reduced |
| NewEdge Wealth, LLC | 51,291 | $2.31M | 0.07% | −466−0.9% | Reduced |
| Schroder Investment Management Group | 52,365 | $2.36M | 0.00% | −1,448−2.7% | Reduced |
| State of New Jersey Common Pension Fund D | 52,432 | $2.37M | 0.01% | −10,832−17.1% | Reduced |
| BNP Paribas Arbitrage, SA | 52,538 | $2.37M | 0.01% | +23,059+78.2% | Added |
| Comerica Bank | 52,934 | $2.39M | 0.01% | −181,535−77.4% | Reduced |
| LPL Financial LLC | 53,833 | $2.43M | 0.00% | +836+1.6% | Added |
| Texas Permanent School Fund | 56,532 | $2.55M | 0.02% | −2,071−3.5% | Reduced |
| Richard Bernstein Advisors LLC | 56,729 | $2.56M | 0.06% | +56,729 | New |
| Moran Wealth Management, LLC | 56,976 | $2.57M | 0.10% | +544+1.0% | Added |
| New York State Common Retirement Fund | 58,004 | $2.62M | 0.00% | +1,608+2.9% | Added |
| Thrivent Financial for Lutherans | 60,901 | $2.75M | 0.01% | −2,778−4.4% | Reduced |
| Citadel Advisors LLC | 61,556 | $2.78M | 0.00% | +36,887+149.5% | Added |
| Credit Suisse AG | 63,800 | $2.88M | 0.00% | +1,441+2.3% | Added |
| B. Metzler seel. Sohn & Co. AG | 64,017 | $2.89M | 0.04% | −91,181−58.8% | Reduced |
| Salvus Wealth Management, LLC | 64,388 | $2.91M | 2.30% | −320.0% | Reduced |
| Great West Life Assurance Co | 67,884 | $3.06M | 0.01% | −1,059−1.5% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 69,130 | $3.12M | 0.02% | +69,130 | New |
| Fisher Asset Management, LLC | 72,761 | $3.28M | 0.00% | +5,645+8.4% | Added |
| California State Teachers Retirement System | 73,616 | $3.32M | 0.01% | −4,929−6.3% | Reduced |
| Mutual of America Capital Management LLC | 76,155 | $3.44M | 0.04% | +268+0.4% | Added |
| Canada Pension Plan Investment Board | 78,000 | $3.52M | 0.01% | +78,000 | New |
| Public Employees Retirement System of Ohio | 78,691 | $3.55M | 0.02% | +240.0% | Added |