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 |
|---|---|---|---|---|---|
| Public Employees Retirement Association of Colorado | 7,648 | $429.0K | 0.00% | 00.0% | Unchanged |
| Everence Capital Management Inc | 7,690 | $432.0K | 0.03% | 00.0% | Unchanged |
| Mariner, LLC | 8,053 | $452.0K | 0.00% | +527+7.0% | Added |
| Jefferies Financial Group Inc. | 8,223 | $461.6K | 0.01% | +8,223 | New |
| Engineers Gate Manager LP | 8,300 | $465.9K | 0.01% | +8,300 | New |
| Peak Financial Advisors LLC | 8,470 | $475.4K | 0.32% | +820+10.7% | Added |
| D. E. Shaw & Co., Inc. | 8,759 | $491.6K | 0.00% | +3,035+53.0% | Added |
| Tower Research Capital LLC (TRC) | 9,023 | $506.5K | 0.01% | +2,171+31.7% | Added |
| Pitcairn Co | 9,197 | $516.2K | 0.04% | −31−0.3% | Reduced |
| Curated Wealth Partners LLC | 9,622 | $540.1K | 0.09% | −198−2.0% | Reduced |
| Apollon Wealth Management, LLC | 9,936 | $557.7K | 0.02% | +9,936 | New |
| Steward Partners Investment Advisory, LLC | 10,158 | $570.2K | 0.01% | +551+5.7% | Added |
| O'Shaughnessy Asset Management, LLC | 10,277 | $576.8K | 0.01% | +1,557+17.9% | Added |
| Resources Investment Advisors, LLC. | 10,437 | $585.8K | 0.01% | −267−2.5% | Reduced |
| Nebula Research & Development LLC | 11,045 | $620.0K | 0.19% | +11,045 | New |
| Naples Global Advisors, LLC | 11,171 | $627.0K | 0.07% | −100−0.9% | Reduced |
| US Bancorp | 11,231 | $630.4K | 0.00% | +2,189+24.2% | Added |
| Bridgefront Capital, LLC | 11,363 | $637.8K | 0.48% | +11,363 | New |
| Juncture Wealth Strategies, LLC | 11,599 | $651.1K | 0.30% | −100−0.9% | Reduced |
| Quantum Private Wealth, LLC | 11,752 | $659.6K | 0.28% | −13−0.1% | Reduced |
| Handelsbanken Fonder AB | 11,751 | $660.0K | 0.00% | 00.0% | Unchanged |
| ProShare Advisors LLC | 12,543 | $704.0K | 0.00% | +2,383+23.5% | Added |
| First Hawaiian Bank | 12,626 | $708.7K | 0.02% | 00.0% | Unchanged |
| Bank of Montreal | 12,345 | $710.6K | 0.00% | +4,894+65.7% | Added |
| Trust Point Inc. | 12,681 | $711.8K | 0.06% | +12,681 | New |
| Friedenthal Financial | 12,976 | $728.3K | 0.48% | +12,976 | New |
| Pathstone Holdings, LLC | 14,196 | $796.8K | 0.00% | +14,196 | New |
| Ausbil Investment Management Ltd | 14,252 | $800.0K | 0.43% | +14,252 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 14,337 | $804.7K | 0.00% | +3,538+32.8% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 14,386 | $807.5K | 0.01% | −30,121−67.7% | Reduced |
| Harbor Advisors LLC | 14,800 | $830.7K | 0.16% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 15,214 | $854.0K | 0.00% | −5,237−25.6% | Reduced |
| SG Americas Securities, LLC | 15,228 | $855.0K | 0.01% | +15,228 | New |
| Natixis | 15,600 | $875.6K | 0.01% | +15,600 | New |
| Campbell Newman Asset Management Inc | 15,827 | $888.4K | 0.08% | +84+0.5% | Added |
| TownSquare Capital, LLC | 18,022 | $1.01M | 0.02% | +6,065+50.7% | Added |
| Teza Capital Management LLC | 18,023 | $1.01M | 0.17% | +457+2.6% | Added |
| Arizona State Retirement System | 18,611 | $1.04M | 0.01% | −342−1.8% | Reduced |
| State Board of Administration of Florida Retirement System | 19,083 | $1.07M | 0.00% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 19,443 | $1.09M | 0.00% | +19,443 | New |
| Oregon Public Employees Retirement Fund | 19,500 | $1.09M | 0.02% | −300−1.5% | Reduced |
| New York State Teachers Retirement System | 21,024 | $1.18M | 0.00% | 00.0% | Unchanged |
| Bayesian Capital Management, LP | 21,091 | $1.18M | 0.13% | +21,091 | New |
| Teachers Retirement System of the State of Kentucky | 21,500 | $1.21M | 0.01% | 00.0% | Unchanged |
| State of Tennessee, Treasury Department | 21,715 | $1.22M | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 22,834 | $1.28M | 0.01% | −180−0.8% | Reduced |
| Ensign Peak Advisors, Inc | 24,050 | $1.35M | 0.00% | +1,900+8.6% | Added |
| Maryland State Retirement & Pension System | 24,229 | $1.36M | 0.03% | −292−1.2% | Reduced |
| Captrust Financial Advisors | 25,318 | $1.42M | 0.00% | −2,815−10.0% | Reduced |
| Empowered Funds, LLC | 25,525 | $1.43M | 0.04% | +25,525 | New |
| Millennium Management LLC | 25,673 | $1.44M | 0.00% | −1,513−5.6% | Reduced |
| AMG National Trust Bank | 26,372 | $1.48M | 0.05% | −255−1.0% | Reduced |
| Gabelli Funds LLC | 26,550 | $1.49M | 0.01% | +950+3.7% | Added |
| CenterBook Partners LP | 26,553 | $1.49M | 0.18% | −80,236−75.1% | Reduced |
| M&T Bank Corp | 26,813 | $1.51M | 0.01% | +21,914+447.3% | Added |
| Amalgamated Bank | 27,233 | $1.53M | 0.01% | −673−2.4% | Reduced |
| Russell Investments Group, Ltd. | 27,701 | $1.55M | 0.00% | −5,374−16.2% | Reduced |
| The PNC Financial Services Group, Inc. | 28,321 | $1.59M | 0.00% | −3,554−11.1% | Reduced |
| PDT Partners, LLC | 28,386 | $1.59M | 0.18% | +55+0.2% | Added |
| American Century Companies Inc | 30,067 | $1.69M | 0.00% | −814−2.6% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 30,563 | $1.72M | 0.00% | +1,079+3.7% | Added |
| Quadrature Capital Ltd | 30,813 | $1.73M | 0.03% | −649−2.1% | Reduced |
| Man Group plc | 32,523 | $1.83M | 0.01% | – | – |
| Verdence Capital Advisors LLC | 33,054 | $1.86M | 0.18% | +340+1.0% | Added |
| Advisor Group Holdings, Inc. | 33,296 | $1.87M | 0.00% | −883−2.6% | Reduced |
| Price T Rowe Associates Inc | 33,338 | $1.87M | 0.00% | +2,763+9.0% | Added |
| Louisiana State Employees Retirement System | 33,400 | $1.87M | 0.04% | −500−1.5% | Reduced |
| Janus Henderson Group PLC | 33,668 | $1.89M | 0.00% | −3,851−10.3% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 33,749 | $1.89M | 0.11% | +350+1.0% | Added |
| Yousif Capital Management, LLC | 33,950 | $1.91M | 0.02% | −10.0% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 34,575 | $1.94M | 0.01% | −845−2.4% | Reduced |
| Eagle Rock Investment Company, LLC | 34,888 | $1.96M | 0.40% | +19+0.1% | Added |
| MetLife Investment Management | 35,269 | $1.98M | 0.01% | 00.0% | Unchanged |
| Illinois Municipal Retirement Fund | 36,110 | $2.03M | 0.03% | −3,705−9.3% | Reduced |
| Janney Montgomery Scott LLC | 36,178 | $2.03M | 0.01% | −8,110−18.3% | Reduced |
| American International Group, Inc. | 36,360 | $2.04M | 0.01% | −301−0.8% | Reduced |
| Alberta Investment Management Corp | 37,500 | $2.10M | 0.02% | −7,954−17.5% | Reduced |
| Marshall Wace, LLP | 39,135 | $2.20M | 0.00% | +39,135 | New |
| Jacobs Levy Equity Management, Inc | 39,854 | $2.24M | 0.01% | +39,854 | New |
| BNP Paribas Arbitrage, SA | 40,794 | $2.29M | 0.00% | −11,744−22.4% | Reduced |
| State of Alaska, Department of Revenue | 40,992 | $2.30M | 0.03% | −457−1.1% | Reduced |
| Citigroup Inc | 41,017 | $2.30M | 0.00% | +12,464+43.7% | Added |
| Twinbeech Capital LP | 41,430 | $2.33M | 0.04% | +41,430 | New |
| Voya Investment Management LLC | 42,068 | $2.36M | 0.00% | +226+0.5% | Added |
| Manufacturers Life Insurance Company, The | 44,027 | $2.47M | 0.00% | +1,054+2.5% | Added |
| LPL Financial LLC | 45,556 | $2.56M | 0.00% | −8,277−15.4% | Reduced |
| Brinker Capital Investments, LLC | 45,829 | $2.57M | 0.03% | −2,830−5.8% | Reduced |
| Orion Portfolio Solutions, LLC | 45,829 | $2.57M | 0.03% | −2,830−5.8% | Reduced |
| Cornerstone Investment Partners, LLC | 46,245 | $2.60M | 0.15% | +1,675+3.8% | Added |
| Oppenheimer Asset Management Inc. | 46,363 | $2.60M | 0.04% | −2,597−5.3% | Reduced |
| Neuberger Berman Group LLC | 48,191 | $2.70M | 0.00% | −1,422−2.9% | Reduced |
| First National Bank of Omaha | 48,473 | $2.72M | 0.17% | −1,514−3.0% | Reduced |
| NewEdge Wealth, LLC | 50,149 | $2.81M | 0.07% | −1,142−2.2% | Reduced |
| Park Circle Co | 50,176 | $2.82M | 2.72% | 00.0% | Unchanged |
| Strata Wealth Advisors, LLC | 52,050 | $2.92M | 1.15% | +52,050 | New |
| Comerica Bank | 52,365 | $2.94M | 0.01% | −569−1.1% | Reduced |
| State of New Jersey Common Pension Fund D | 52,432 | $2.94M | 0.01% | 00.0% | Unchanged |
| Vestmark Advisory Solutions, Inc. | 54,196 | $3.04M | 0.15% | +3,009+5.9% | Added |
| HRT Financial LP | 54,584 | $3.06M | 0.02% | +15,778+40.7% | Added |
| DFPG Investments, LLC | 57,004 | $3.10M | 0.24% | +2,004+3.6% | Added |