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, Q4 2023
Institutional positions in Moelis & Co as of Dec 31, 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
- 280
- +17 vs. Q3 2023
- Shares held
- 72.4M
- −432.2K (−0.6%) vs. Q3 2023
- Total value
- $4.06B
- +$775.9M (+23.6%) vs. Q3 2023
- New holders
- 52
- 84 more added
- Sold out
- 35
- 107 more reduced
5 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Moelis & Co; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Glassman Wealth Services | 3 | $168 | 0.00% | −3−50.0% | Reduced |
| Tfo-TDC, LLC | 7 | $393 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 8 | $450 | 0.00% | +8 | New |
| Massmutual Trust Co FSB | 10 | $561 | 0.00% | +6+150.0% | Added |
| Parkside Financial Bank & Trust | 10 | $562 | 0.00% | −27−73.0% | Reduced |
| SJS Investment Consulting Inc. | 10 | $562 | 0.00% | −2−16.7% | Reduced |
| Bokf, NA | 14 | $785 | 0.00% | +14 | New |
| AdvisorNet Financial, Inc | 14 | $786 | 0.00% | +14 | New |
| JFS Wealth Advisors, LLC | 29 | $1.63K | 0.00% | −9−23.7% | Reduced |
| Westside Investment Management, Inc. | 29 | $1.63K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 31 | $1.74K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 44 | $2.47K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 44 | $2.47K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 45 | $2.53K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 51 | $2.86K | 0.00% | −103−66.9% | Reduced |
| Quadrant Capital Group LLC | 51 | $2.86K | 0.00% | +37+264.3% | Added |
| Bessemer Group Inc | 55 | $3.00K | 0.00% | −2−3.5% | Reduced |
| NBT Bank N A | 56 | $3.14K | 0.00% | +56 | New |
| Bell Investment Advisors, Inc | 59 | $3.31K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 59 | $3.31K | 0.00% | +44+293.3% | Added |
| Private Wealth Management Group, LLC | 65 | $3.65K | 0.00% | +65 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 72 | $3.92K | 0.00% | 00.0% | Unchanged |
| Turtle Creek Wealth Advisors, LLC | 77 | $4.32K | 0.00% | +77 | New |
| Ronald Blue Trust, Inc. | 129 | $6.00K | 0.00% | +129 | New |
| Proequities, Inc. | 135 | $7.58K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 137 | $8.00K | 0.00% | +137 | New |
| IFP Advisors, Inc | 158 | $8.88K | 0.00% | −27−14.6% | Reduced |
| Farther Finance Advisors, LLC | 160 | $8.98K | 0.00% | +30+23.1% | Added |
| Principal Securities, Inc. | 180 | $10.1K | 0.00% | +180 | New |
| Fifth Third Bancorp | 183 | $10.3K | 0.00% | +66+56.4% | Added |
| Fairfield, Bush & Co. | 213 | $12.0K | 0.01% | +213 | New |
| Colonial Trust Co | 224 | $12.6K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 275 | $14.7K | 0.00% | +1+0.4% | Added |
| Hexagon Capital Partners LLC | 265 | $14.9K | 0.00% | +39+17.3% | Added |
| Lindbrook Capital, LLC | 273 | $15.3K | 0.00% | −7−2.5% | Reduced |
| GWM Advisors LLC | 275 | $15.4K | 0.00% | +77+38.9% | Added |
| Umb Bank N A | 276 | $15.5K | 0.00% | −599−68.5% | Reduced |
| CWM, LLC | 295 | $17.0K | 0.00% | −97−24.7% | Reduced |
| Trust Co of Vermont | 371 | $20.8K | 0.00% | +371 | New |
| Nomura Asset Management Co Ltd | 380 | $21.3K | 0.00% | 00.0% | Unchanged |
| City State Bank | 550 | $31.0K | 0.02% | 00.0% | Unchanged |
| GAMMA Investing LLC | 619 | $34.0K | 0.01% | +619 | New |
| Mendota Financial Group, LLC | 614 | $34.5K | 0.03% | +614 | New |
| Private Trust Co NA | 620 | $34.8K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 770 | $43.2K | 0.03% | 00.0% | Unchanged |
| HM Payson & Co | 931 | $52.3K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 1,099 | $61.7K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 1,214 | $68.1K | 0.00% | −7−0.6% | Reduced |
| Tradition Wealth Management, LLC | 1,260 | $71.0K | 0.01% | +14+1.1% | Added |
| Covestor Ltd | 1,429 | $80.0K | 0.05% | −483−25.3% | Reduced |
| Assetmark, Inc | 1,505 | $84.5K | 0.00% | +276+22.5% | Added |
| Nisa Investment Advisors, LLC | 1,593 | $89.4K | 0.00% | −4,000−71.5% | Reduced |
| KBC Group NV | 1,663 | $93.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,680 | $94.3K | 0.00% | −77−4.4% | Reduced |
| Two Sigma Advisers, LP | 3,600 | $202.1K | 0.00% | +3,600 | New |
| Centiva Capital, LP | 3,757 | $210.9K | 0.01% | +3,757 | New |
| Cetera Advisor Networks LLC | 3,774 | $211.8K | 0.00% | +3,774 | New |
| Argent Trust Co | 3,845 | $215.8K | 0.01% | +3,845 | New |
| Metropolitan Life Insurance Co | 3,848 | $216.0K | 0.01% | 00.0% | Unchanged |
| Shell Asset Management Co | 3,852 | $216.0K | 0.01% | −1,165−23.2% | Reduced |
| Blueshift Asset Management, LLC | 3,876 | $217.6K | 0.12% | +3,876 | New |
| Franklin Resources Inc | 4,037 | $226.6K | 0.00% | +4,037 | New |
| Xponance, Inc. | 4,063 | $228.1K | 0.00% | +4,063 | New |
| Mackenzie Financial Corp | 4,223 | $237.0K | 0.00% | +4,223 | New |
| CIBC Asset Management Inc | 4,228 | $237.3K | 0.00% | +4,228 | New |
| Profund Advisors LLC | 4,258 | $239.0K | 0.01% | +4,258 | New |
| Scientech Research LLC | 4,280 | $240.2K | 0.24% | +4,280 | New |
| Raymond James Trust N.A. | 4,307 | $241.8K | 0.01% | −212−4.7% | Reduced |
| Crossmark Global Holdings, Inc. | 4,383 | $246.0K | 0.01% | +4,383 | New |
| Snowden Capital Advisors LLC | 4,417 | $247.9K | 0.01% | −266−5.7% | Reduced |
| FDx Advisors, Inc. | 4,494 | $252.0K | 0.02% | −65−1.4% | Reduced |
| STRS Ohio | 4,500 | $252.0K | 0.00% | +900+25.0% | Added |
| Tritonpoint Wealth, LLC | 4,492 | $252.1K | 0.02% | +4,492 | New |
| Envestnet Portfolio Solutions, Inc. | 4,534 | $254.5K | 0.00% | −162−3.4% | Reduced |
| Integrated Wealth Concepts LLC | 4,555 | $255.7K | 0.00% | −133−2.8% | Reduced |
| Duality Advisers, LP | 4,568 | $256.4K | 0.03% | −24,967−84.5% | Reduced |
| KLR Investment Advisors, LLC | 4,665 | $261.8K | 0.19% | +4,665 | New |
| Advisors Asset Management, Inc. | 4,679 | $262.6K | 0.01% | −80−1.7% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 4,773 | $267.9K | 0.00% | −1,155−19.5% | Reduced |
| Versor Investments LP | 4,901 | $275.1K | 0.06% | +4,901 | New |
| Heritage Wealth Management, LLC | 4,926 | $276.5K | 0.15% | +4,926 | New |
| Wilbanks Smith & Thomas Asset Management LLC | 4,970 | $279.0K | 0.01% | 00.0% | Unchanged |
| Entropy Technologies, LP | 5,095 | $286.0K | 0.05% | +5,095 | New |
| JustInvest LLC | 5,418 | $304.1K | 0.01% | +472+9.5% | Added |
| Vestcor Inc | 5,492 | $308.0K | 0.01% | −1,770−24.4% | Reduced |
| Cerity Partners LLC | 5,509 | $309.2K | 0.00% | +5,509 | New |
| O'Rourke & Company, Inc | 5,644 | $317.0K | 0.20% | +221+4.1% | Added |
| PEAK6 Investments LLC | 5,683 | $319.0K | 0.01% | −3,729−39.6% | Reduced |
| Truist Financial Corp | 5,891 | $330.7K | 0.00% | +34+0.6% | Added |
| Riverview Capital Advisers, LLC | 5,980 | $335.7K | 0.13% | 00.0% | Unchanged |
| Kolinsky Wealth Management, LLC | 6,057 | $340.0K | 0.30% | −27−0.4% | Reduced |
| Creative Planning | 6,066 | $340.5K | 0.00% | −165−2.6% | Reduced |
| Arden Trust Co | 6,340 | $355.9K | 0.05% | +486+8.3% | Added |
| Two Sigma Investments, LP | 6,454 | $362.3K | 0.00% | +6,454 | New |
| Capital Investment Advisory Services, LLC | 6,728 | $377.6K | 0.04% | +705+11.7% | Added |
| Allianz Asset Management GmbH | 6,869 | $385.6K | 0.00% | +17+0.2% | Added |
| Ameritas Investment Partners, Inc. | 6,920 | $388.4K | 0.01% | +278+4.2% | Added |
| D.A. Davidson & Co. | 7,056 | $396.1K | 0.00% | +390+5.9% | Added |
| MML Investors Services, LLC | 7,587 | $426.0K | 0.00% | +769+11.3% | Added |
| Pictet Asset Management Holding SA | 7,624 | $427.9K | 0.00% | 00.0% | Unchanged |