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 |
|---|---|---|---|---|---|
| Teacher Retirement System of Texas | 5,149 | $232.0K | 0.00% | +311+6.4% | Added |
| Shell Asset Management Co | 5,017 | $226.0K | 0.01% | −79−1.6% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 4,970 | $224.3K | 0.01% | 00.0% | Unchanged |
| JustInvest LLC | 4,946 | $223.2K | 0.01% | +4,946 | New |
| M&T Bank Corp | 4,899 | $221.1K | 0.00% | −474−8.8% | Reduced |
| Advisors Asset Management, Inc. | 4,759 | $214.8K | 0.00% | −5,476−53.5% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 4,696 | $211.9K | 0.00% | +4,696 | New |
| Integrated Wealth Concepts LLC | 4,688 | $211.6K | 0.00% | −10.0% | Reduced |
| Snowden Capital Advisors LLC | 4,683 | $211.3K | 0.01% | −88−1.8% | Reduced |
| FDx Advisors, Inc. | 4,559 | $206.0K | 0.02% | +4,559 | New |
| Raymond James Trust N.A. | 4,519 | $203.9K | 0.01% | −858−16.0% | Reduced |
| National Asset Management, Inc. | 4,513 | $203.7K | 0.01% | +4,513 | New |
| United Capital Financial Advisers, LLC | 4,512 | $203.6K | 0.00% | −10.0% | Reduced |
| Quantbot Technologies LP | 3,849 | $173.7K | 0.01% | +3,849 | New |
| Metropolitan Life Insurance Co | 3,848 | $173.7K | 0.01% | +193+5.3% | Added |
| STRS Ohio | 3,600 | $162.0K | 0.00% | +800+28.6% | Added |
| Allspring Global Investments Holdings, LLC | 2,951 | $133.2K | 0.00% | −1,270−30.1% | Reduced |
| Neo Ivy Capital Management | 2,204 | $99.0K | 0.04% | +2,204 | New |
| Covestor Ltd | 1,912 | $86.0K | 0.06% | −407−17.6% | Reduced |
| Parallel Advisors, LLC | 1,757 | $79.3K | 0.00% | −325−15.6% | Reduced |
| KBC Group NV | 1,663 | $75.0K | 0.00% | −3,136−65.3% | Reduced |
| Tradition Wealth Management, LLC | 1,246 | $56.0K | 0.01% | +16+1.3% | Added |
| Assetmark, Inc | 1,229 | $55.5K | 0.00% | +184+17.6% | Added |
| Signaturefd, LLC | 1,221 | $55.1K | 0.00% | −17−1.4% | Reduced |
| First Horizon Advisors, Inc. | 1,099 | $49.6K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 931 | $42.0K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 875 | $39.5K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 770 | $34.8K | 0.02% | −13−1.7% | Reduced |
| Private Trust Co NA | 620 | $28.0K | 0.00% | 00.0% | Unchanged |
| City State Bank | 550 | $25.0K | 0.01% | −200−26.7% | Reduced |
| CWM, LLC | 392 | $18.0K | 0.00% | −314−44.5% | Reduced |
| Nomura Asset Management Co Ltd | 380 | $17.1K | 0.00% | 00.0% | Unchanged |
| Arlington Partners LLC | 308 | $13.9K | 0.01% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 308 | $13.9K | 0.01% | +308 | New |
| Lindbrook Capital, LLC | 280 | $12.6K | 0.00% | −17−5.7% | Reduced |
| Global Retirement Partners, LLC | 274 | $12.0K | 0.00% | +65+31.1% | Added |
| Headlands Technologies LLC | 262 | $11.8K | 0.01% | +262 | New |
| Hexagon Capital Partners LLC | 226 | $10.2K | 0.00% | +135+148.4% | Added |
| Colonial Trust Co | 224 | $10.1K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 198 | $8.94K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 185 | $8.36K | 0.00% | +1+0.5% | Added |
| Versant Capital Management, Inc | 154 | $6.95K | 0.00% | +154 | New |
| GoalVest Advisory LLC | 152 | $6.86K | 0.00% | +24+18.8% | Added |
| Proequities, Inc. | 135 | $6.09K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 130 | $5.87K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 117 | $5.28K | 0.00% | +92+368.0% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 72 | $3.25K | 0.00% | +72 | New |
| Bessemer Group Inc | 57 | $3.00K | 0.00% | −1,752−96.8% | Reduced |
| Bell Investment Advisors, Inc | 59 | $2.66K | 0.00% | −14−19.2% | Reduced |
| Farmers & Merchants Investments Inc | 45 | $2.03K | 0.00% | +45 | New |
| Huntington National Bank | 44 | $1.99K | 0.00% | −50−53.2% | Reduced |
| Sound Income Strategies, LLC | 44 | $1.99K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 38 | $1.72K | 0.00% | +9+31.0% | Added |
| Parkside Financial Bank & Trust | 37 | $1.67K | 0.00% | −6−14.0% | Reduced |
| Allworth Financial LP | 31 | $1.40K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 29 | $1.31K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 27 | $1.22K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 26 | $1.17K | 0.00% | −1−3.7% | Reduced |
| Steward Financial Group LLC | 37 | $1.00K | 0.00% | +37 | New |
| EverSource Wealth Advisors, LLC | 15 | $677 | 0.00% | −4−21.1% | Reduced |
| ORG Partners LLC | 14 | $671 | 0.00% | −1−6.7% | Reduced |
| Quadrant Capital Group LLC | 14 | $632 | 0.00% | +3+27.3% | Added |
| SJS Investment Consulting Inc. | 12 | $542 | 0.00% | +3+33.3% | Added |
| Northwestern Mutual Wealth Management Co | 10 | $451 | 0.00% | −4−28.6% | Reduced |
| Tfo-TDC, LLC | 7 | $317 | 0.00% | +7 | New |
| Glassman Wealth Services | 6 | $271 | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 5 | $192 | 0.00% | +5 | New |
| Massmutual Trust Co FSB | 4 | $181 | 0.00% | 00.0% | Unchanged |
| 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 |