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 |
|---|---|---|---|---|---|
| UBS Asset Management Americas Inc | 79,234 | $3.58M | 0.00% | +4,007+5.3% | Added |
| Prudential Financial Inc | 79,650 | $3.59M | 0.01% | −3,770−4.5% | Reduced |
| Adirondack Retirement Specialists, Inc. | 81,120 | $3.66M | 2.85% | −66,008−44.9% | Reduced |
| National Bank of Canada | 83,505 | $3.68M | 0.01% | +83,000+16,435.6% | Added |
| Public Sector Pension Investment Board | 82,283 | $3.71M | 0.03% | −35,873−30.4% | Reduced |
| Squarepoint Ops LLC | 99,054 | $4.47M | 0.02% | +52,874+114.5% | Added |
| Jennison Associates LLC | 101,551 | $4.58M | 0.00% | −118,296−53.8% | Reduced |
| HSBC Holdings PLC | 104,083 | $4.71M | 0.01% | +104,083 | New |
| First Eagle Investment Management, LLC | 105,106 | $4.74M | 0.01% | +3,838+3.8% | Added |
| CenterBook Partners LP | 106,789 | $4.82M | 0.60% | +28,929+37.2% | Added |
| Regions Financial Corp | 108,846 | $4.91M | 0.04% | −3,082−2.8% | Reduced |
| FMR LLC | 121,809 | $5.50M | 0.00% | +1,029+0.9% | Added |
| UBS Group AG | 121,898 | $5.50M | 0.00% | +6,687+5.8% | Added |
| Natixis Advisors, L.P. | 123,023 | $5.55M | 0.02% | +7,468+6.5% | Added |
| Assenagon Asset Management S.A. | 137,713 | $6.21M | 0.02% | +137,713 | New |
| Grandeur Peak Global Advisors, LLC | 138,475 | $6.25M | 0.47% | 00.0% | Unchanged |
| Swiss National Bank | 146,300 | $6.60M | 0.01% | +7,000+5.0% | Added |
| Envestnet Asset Management Inc | 161,695 | $7.30M | 0.00% | +37,372+30.1% | Added |
| Nuveen Asset Management, LLC | 170,525 | $7.70M | 0.00% | −1,588−0.9% | Reduced |
| Winslow Asset Management Inc | 172,370 | $7.78M | 1.80% | −1,404−0.8% | Reduced |
| Deutsche Bank AG | 176,323 | $7.96M | 0.01% | +2,579+1.5% | Added |
| Legal & General Group Plc | 189,185 | $8.54M | 0.00% | −2,916−1.5% | Reduced |
| Rhumbline Advisers | 202,870 | $9.16M | 0.01% | +4,109+2.1% | Added |
| Stifel Financial Corp | 211,037 | $9.52M | 0.01% | +2,949+1.4% | Added |
| First Republic Investment Management, Inc. | 212,929 | $9.61M | 0.03% | +1,606+0.8% | Added |
| SEI Investments Co | 227,621 | $10.3M | 0.02% | −35,933−13.6% | Reduced |
| Capital Management Corp | 230,932 | $10.4M | 2.35% | −43,612−15.9% | Reduced |
| Victory Capital Management Inc | 258,235 | $11.7M | 0.01% | −9,775−3.6% | Reduced |
| Royce & Associates LP | 279,247 | $12.6M | 0.13% | −91,084−24.6% | Reduced |
| Invesco Ltd. | 280,770 | $12.7M | 0.00% | −32,807−10.5% | Reduced |
| Barclays PLC | 294,010 | $13.3M | 0.01% | +105,715+56.1% | Added |
| Royal Bank of Canada | 370,306 | $16.7M | 0.00% | +28,995+8.5% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 375,000 | $16.9M | 0.08% | +375,000 | New |
| Raymond James & Associates | 380,023 | $17.2M | 0.01% | −25,043−6.2% | Reduced |
| Emerald Mutual Fund Advisers Trust | 380,711 | $17.2M | 1.04% | 00.0% | Unchanged |
| Cramer Rosenthal McGlynn LLC | 434,485 | $19.6M | 1.10% | −127,078−22.6% | Reduced |
| Norges Bank | 446,784 | $20.2M | 0.00% | +7,100+1.6% | Added |
| Tributary Capital Management, LLC | 449,138 | $20.3M | 1.92% | +9,335+2.1% | Added |
| Emerald Advisers, LLC | 458,302 | $20.7M | 1.00% | −443−0.1% | Reduced |
| Bank of America Corp | 492,595 | $22.2M | 0.00% | +5,835+1.2% | Added |
| Bamco Inc | 550,152 | $24.8M | 0.07% | −46,278−7.8% | Reduced |
| Morgan Stanley | 590,557 | $26.7M | 0.00% | −287,726−32.8% | Reduced |
| Vaughan Nelson Investment Management, L.P. | 616,380 | $27.8M | 0.31% | +13,265+2.2% | Added |
| Capital World Investors | 719,000 | $32.4M | 0.01% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 792,729 | $35.8M | 0.01% | +42,424+5.7% | Added |
| Principal Financial Group Inc | 793,203 | $35.8M | 0.03% | −16,515−2.0% | Reduced |
| Northern Trust Corp | 927,705 | $41.9M | 0.01% | +228,840+32.7% | Added |
| Bank of New York Mellon Corp | 934,640 | $42.2M | 0.01% | −4,348−0.5% | Reduced |
| Ameriprise Financial Inc | 1,068,824 | $48.2M | 0.02% | −440,546−29.2% | Reduced |
| Wells Fargo & Company | 1,090,415 | $49.2M | 0.02% | −11,251−1.0% | Reduced |
| HighTower Advisors, LLC | 1,111,200 | $50.1M | 0.09% | +34,740+3.2% | Added |
| Artisan Partners Limited Partnership | 1,119,002 | $50.5M | 0.09% | −37,850−3.3% | Reduced |
| Dimensional Fund Advisors LP | 1,199,149 | $54.1M | 0.02% | −30,311−2.5% | Reduced |
| Lord, Abbett & Co. LLC | 1,215,475 | $54.9M | 0.20% | −6,700−0.5% | Reduced |
| Westwood Holdings Group Inc. | 1,300,502 | $58.7M | 0.55% | −45,050−3.3% | Reduced |
| Madison Asset Management, LLC | 1,339,194 | $60.4M | 0.89% | +18,239+1.4% | Added |
| Geode Capital Management, LLC | 1,340,156 | $60.5M | 0.01% | −45,182−3.3% | Reduced |
| JPMorgan Chase & Co | 1,474,142 | $66.5M | 0.01% | −395,262−21.1% | Reduced |
| Heard Capital LLC | 1,863,970 | $84.1M | 6.30% | +31,635+1.7% | Added |
| Alliancebernstein L.P. | 2,238,734 | $101.0M | 0.04% | −91,529−3.9% | Reduced |
| State Street Corp | 2,499,476 | $112.8M | 0.01% | +97,339+4.1% | Added |
| Goldman Sachs Group Inc | 3,039,765 | $137.2M | 0.03% | −1,768,214−36.8% | Reduced |
| Timucuan Asset Management Inc | 3,050,694 | $137.7M | 5.52% | −18,012−0.6% | Reduced |
| London Co of Virginia | 3,418,072 | $154.3M | 0.93% | −3,570−0.1% | Reduced |
| Wasatch Advisors Inc | 3,450,174 | $155.7M | 0.98% | −812,246−19.1% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 7,279,209 | $328.5M | 0.94% | +49,291+0.7% | Added |
| Vanguard Group Inc | 7,787,483 | $351.4M | 0.01% | +28,446+0.4% | Added |
| BlackRock Inc. | 7,791,276 | $351.6M | 0.01% | +1,552,163+24.9% | Added |
| Newport Capital Group, LLC | 0 | $0 | 0.00% | −297,989−100.0% | Sold out |
| Amundi | 0 | $0 | 0.00% | −185,054−100.0% | Sold out |
| Alps Advisors Inc | 0 | $0 | 0.00% | −92,552−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −72,467−100.0% | Sold out |
| Brookfield Asset Management Inc. | 0 | $0 | 0.00% | −57,576−100.0% | Sold out |
| Richard P Slaughter Associates Inc | 0 | $0 | 0.00% | −31,297−100.0% | Sold out |
| Cambridge Investment Research Advisors, Inc. | 0 | $0 | 0.00% | −12,438−100.0% | Sold out |
| Sciencast Management LP | 0 | $0 | 0.00% | −11,757−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −5,805−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −5,405−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −4,844−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −4,750−100.0% | Sold out |
| CIBC Asset Management Inc | 0 | $0 | 0.00% | −4,588−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −2,519−100.0% | Sold out |
| Mitsubishi UFJ Trust & Banking Corp | 0 | $0 | 0.00% | −495−100.0% | Sold out |
| Fairfield, Bush & Co. | 0 | $0 | 0.00% | −213−100.0% | Sold out |
| Sofos Investments, Inc. | 0 | $0 | 0.00% | −45−100.0% | Sold out |
| Plante Moran Financial Advisors, LLC | 0 | $0 | 0.00% | −28−100.0% | Sold out |
| Ronald Blue Trust, Inc. | 0 | $0 | 0.00% | −29−100.0% | Sold out |
| 25 LLC | 0 | $0 | 0.00% | −14−100.0% | Sold out |
| Disciplined Investments, LLC | 0 | $0 | 0.00% | −9−100.0% | Sold out |
| Pictet Asset Management SA | – | – | – | – | Not filed |
| First Capital Advisors Group, LLC. | – | – | – | – | Not filed |
| BerganKDV Wealth Management, LLC | – | – | – | – | Not filed |