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 |
|---|---|---|---|---|---|
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 44,507 | $2.01M | 0.02% | −30,737−40.8% | Reduced |
| Janney Montgomery Scott LLC | 44,288 | $2.00M | 0.01% | +1,947+4.6% | Added |
| Manufacturers Life Insurance Company, The | 42,973 | $1.94M | 0.00% | +5,153+13.6% | Added |
| Voya Investment Management LLC | 41,842 | $1.89M | 0.00% | +10,771+34.7% | Added |
| State of Alaska, Department of Revenue | 41,449 | $1.87M | 0.02% | −2,350−5.4% | Reduced |
| Illinois Municipal Retirement Fund | 39,815 | $1.80M | 0.03% | +39,815 | New |
| HRT Financial LP | 38,806 | $1.75M | 0.02% | +38,806 | New |
| Janus Henderson Group PLC | 37,519 | $1.69M | 0.00% | +10,403+38.4% | Added |
| American International Group, Inc. | 36,661 | $1.65M | 0.01% | +783+2.2% | Added |
| Chevy Chase Trust Holdings, Inc. | 35,420 | $1.60M | 0.01% | −345−1.0% | Reduced |
| MetLife Investment Management | 35,269 | $1.59M | 0.01% | 00.0% | Unchanged |
| Eagle Rock Investment Company, LLC | 34,869 | $1.57M | 0.36% | −6,572−15.9% | Reduced |
| Advisor Group Holdings, Inc. | 34,179 | $1.54M | 0.00% | +5,363+18.6% | Added |
| ExodusPoint Capital Management, LP | 33,969 | $1.53M | 0.02% | −5,534−14.0% | Reduced |
| Yousif Capital Management, LLC | 33,951 | $1.53M | 0.02% | −2,165−6.0% | Reduced |
| Louisiana State Employees Retirement System | 33,900 | $1.53M | 0.04% | −1,000−2.9% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 33,399 | $1.51M | 0.10% | −786−2.3% | Reduced |
| Russell Investments Group, Ltd. | 33,075 | $1.49M | 0.00% | +9,657+41.2% | Added |
| Jane Street Group, LLC | 32,838 | $1.48M | 0.00% | −275,169−89.3% | Reduced |
| Verdence Capital Advisors LLC | 32,714 | $1.48M | 0.16% | −6,323−16.2% | Reduced |
| The PNC Financial Services Group, Inc. | 31,875 | $1.44M | 0.00% | −1,079−3.3% | Reduced |
| Quadrature Capital Ltd | 31,462 | $1.42M | 0.03% | +5,614+21.7% | Added |
| American Century Companies Inc | 30,881 | $1.39M | 0.00% | −17,328−35.9% | Reduced |
| Price T Rowe Associates Inc | 30,575 | $1.38M | 0.00% | +4,677+18.1% | Added |
| Holocene Advisors, LP | 30,254 | $1.37M | 0.01% | −24,905−45.2% | Reduced |
| Duality Advisers, LP | 29,535 | $1.33M | 0.16% | +29,535 | New |
| Mirae Asset Global Investments Co., Ltd. | 29,484 | $1.33M | 0.00% | +1,741+6.3% | Added |
| Citigroup Inc | 28,553 | $1.29M | 0.00% | −20,176−41.4% | Reduced |
| PDT Partners, LLC | 28,331 | $1.28M | 0.16% | −5,000−15.0% | Reduced |
| Captrust Financial Advisors | 28,133 | $1.27M | 0.00% | +465+1.7% | Added |
| Amalgamated Bank | 27,906 | $1.26M | 0.01% | −861−3.0% | Reduced |
| Millennium Management LLC | 27,186 | $1.23M | 0.00% | +27,186 | New |
| Man Group plc | – | $1.22M | 0.00% | – | – |
| AMG National Trust Bank | 26,627 | $1.20M | 0.04% | +25+0.1% | Added |
| Gabelli Funds LLC | 25,600 | $1.16M | 0.01% | −5,500−17.7% | Reduced |
| Numerai GP LLC | 24,525 | $1.11M | 0.37% | +24,525 | New |
| Maryland State Retirement & Pension System | 24,521 | $1.11M | 0.03% | −1,413−5.4% | Reduced |
| Federation des caisses Desjardins du Quebec | 23,014 | $1.04M | 0.01% | −1,451−5.9% | Reduced |
| Ensign Peak Advisors, Inc | 22,150 | $999.6K | 0.00% | 00.0% | Unchanged |
| State of Tennessee, Treasury Department | 21,715 | $980.0K | 0.00% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 21,500 | $970.0K | 0.01% | +2,200+11.4% | Added |
| New York State Teachers Retirement System | 21,024 | $949.0K | 0.00% | +3,524+20.1% | Added |
| First Trust Advisors LP | 20,653 | $932.1K | 0.00% | +670+3.4% | Added |
| State of Wisconsin Investment Board | 20,451 | $923.0K | 0.00% | +15,392+304.2% | Added |
| Oregon Public Employees Retirement Fund | 19,800 | $893.6K | 0.01% | −900−4.3% | Reduced |
| State Board of Administration of Florida Retirement System | 19,083 | $861.2K | 0.00% | +100+0.5% | Added |
| Arizona State Retirement System | 18,953 | $855.3K | 0.01% | +980+5.5% | Added |
| Teza Capital Management LLC | 17,566 | $792.8K | 0.13% | +8,305+89.7% | Added |
| Dynamic Technology Lab Private Ltd | 15,878 | $717.0K | 0.07% | +15,878 | New |
| Campbell Newman Asset Management Inc | 15,743 | $710.5K | 0.07% | −263−1.6% | Reduced |
| Ignite Planners, LLC | 15,391 | $686.8K | 0.21% | +15,391 | New |
| Harbor Advisors LLC | 14,800 | $667.9K | 0.14% | 00.0% | Unchanged |
| Qsemble Capital Management, LP | 13,900 | $627.3K | 0.12% | +13,900 | New |
| Capital Impact Advisors, LLC | 12,898 | $582.1K | 0.97% | +6,806+111.7% | Added |
| First Hawaiian Bank | 12,626 | $569.8K | 0.02% | 00.0% | Unchanged |
| QRG Capital Management, Inc. | 12,353 | $557.5K | 0.01% | +12,353 | New |
| SkyView Investment Advisors, LLC | 12,038 | $543.0K | 0.22% | +425+3.7% | Added |
| TownSquare Capital, LLC | 11,957 | $539.6K | 0.01% | −7,556−38.7% | Reduced |
| Quantum Private Wealth, LLC | 11,765 | $530.9K | 0.25% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 11,751 | $530.0K | 0.00% | 00.0% | Unchanged |
| Juncture Wealth Strategies, LLC | 11,699 | $528.0K | 0.26% | −100−0.8% | Reduced |
| Wesbanco Bank Inc | 11,596 | $523.3K | 0.02% | +1,800+18.4% | Added |
| Susquehanna International Group, LLP | 11,577 | $522.5K | 0.00% | −21,230−64.7% | Reduced |
| Naples Global Advisors, LLC | 11,271 | $508.7K | 0.06% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 10,799 | $487.4K | 0.00% | +1,394+14.8% | Added |
| Resources Investment Advisors, LLC. | 10,704 | $483.1K | 0.01% | +96+0.9% | Added |
| KB Financial Partners, LLC | 10,703 | $483.0K | 0.14% | +96+0.9% | Added |
| ProShare Advisors LLC | 10,160 | $458.5K | 0.00% | −273−2.6% | Reduced |
| Curated Wealth Partners LLC | 9,820 | $443.2K | 0.08% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 9,607 | $433.6K | 0.01% | +458+5.0% | Added |
| PEAK6 Investments LLC | 9,412 | $424.8K | 0.02% | −1,970−17.3% | Reduced |
| Pitcairn Co | 9,228 | $416.5K | 0.03% | +169+1.9% | Added |
| US Bancorp | 9,042 | $408.1K | 0.00% | −474−5.0% | Reduced |
| O'Shaughnessy Asset Management, LLC | 8,720 | $393.5K | 0.01% | +144+1.7% | Added |
| Mercer Global Advisors Inc | 8,525 | $385.0K | 0.00% | −859−9.2% | Reduced |
| Bank of Montreal | 7,451 | $362.2K | 0.00% | −79−1.0% | Reduced |
| Everence Capital Management Inc | 7,690 | $347.0K | 0.03% | +7,690 | New |
| Peak Financial Advisors LLC | 7,650 | $345.2K | 0.37% | +1,162+17.9% | Added |
| Public Employees Retirement Association of Colorado | 7,648 | $345.0K | 0.00% | 00.0% | Unchanged |
| Pictet Asset Management Holding SA | 7,624 | $344.1K | 0.00% | +7,624 | New |
| Advisor Partners II, LLC | 7,557 | $341.0K | 0.01% | +637+9.2% | Added |
| Mariner, LLC | 7,526 | $339.7K | 0.00% | +304+4.2% | Added |
| Vestcor Inc | 7,262 | $328.0K | 0.01% | −18,412−71.7% | 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 |
| MML Investors Services, LLC | 6,818 | $308.0K | 0.00% | −646−8.7% | Reduced |
| D.A. Davidson & Co. | 6,666 | $300.8K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 6,642 | $299.8K | 0.01% | +1,121+20.3% | Added |
| Creative Planning | 6,231 | $281.2K | 0.00% | −540−8.0% | Reduced |
| Kolinsky Wealth Management, LLC | 6,084 | $274.6K | 0.27% | +65+1.1% | Added |
| Capital Investment Advisory Services, LLC | 6,023 | $271.8K | 0.03% | +256+4.4% | Added |
| Riverview Capital Advisers, LLC | 5,980 | $269.9K | 0.12% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 5,928 | $267.5K | 0.00% | +1,035+21.2% | Added |
| Truist Financial Corp | 5,857 | $264.3K | 0.00% | +446+8.2% | Added |
| Arden Trust Co | 5,854 | $264.2K | 0.04% | +428+7.9% | Added |
| D. E. Shaw & Co., Inc. | 5,724 | $258.3K | 0.00% | +5,724 | New |
| Nisa Investment Advisors, LLC | 5,593 | $252.4K | 0.00% | −5,100−47.7% | Reduced |
| XTX Topco Ltd | 5,532 | $249.7K | 0.04% | +5,532 | New |
| O'Rourke & Company, Inc | 5,423 | $245.0K | 0.18% | −198−3.5% | Reduced |
| Drive Wealth Management, LLC | 5,397 | $243.6K | 0.09% | −1,849−25.5% | Reduced |