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 |
|---|---|---|---|---|---|
| Great West Life Assurance Co | 56,183 | $3.15M | 0.01% | −11,701−17.2% | Reduced |
| New York State Common Retirement Fund | 56,600 | $3.18M | 0.00% | −1,404−2.4% | Reduced |
| Richard Bernstein Advisors LLC | 56,761 | $3.19M | 0.07% | +32+0.1% | Added |
| Texas Permanent School Fund | 57,581 | $3.23M | 0.03% | +1,049+1.9% | Added |
| Moran Wealth Management, LLC | 58,423 | $3.28M | 0.12% | +1,447+2.5% | Added |
| Squarepoint Ops LLC | 58,661 | $3.29M | 0.01% | −40,393−40.8% | Reduced |
| Thrivent Financial for Lutherans | 59,404 | $3.33M | 0.01% | −1,497−2.5% | Reduced |
| Salvus Wealth Management, LLC | 62,153 | $3.49M | 2.48% | −2,235−3.5% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 62,357 | $3.50M | 0.04% | −1,660−2.6% | Reduced |
| Fisher Asset Management, LLC | 67,365 | $3.78M | 0.00% | −5,396−7.4% | Reduced |
| Credit Suisse AG | 68,455 | $3.84M | 0.00% | +4,655+7.3% | Added |
| California State Teachers Retirement System | 70,300 | $3.95M | 0.01% | −3,316−4.5% | Reduced |
| Jane Street Group, LLC | 71,249 | $4.00M | 0.00% | +38,411+117.0% | Added |
| Public Employees Retirement System of Ohio | 71,489 | $4.01M | 0.02% | −7,202−9.2% | Reduced |
| Susquehanna International Group, LLP | 74,759 | $4.20M | 0.01% | +63,182+545.8% | Added |
| Prudential Financial Inc | 77,951 | $4.38M | 0.01% | −1,699−2.1% | Reduced |
| UBS Asset Management Americas Inc | 79,234 | $4.45M | 0.00% | 00.0% | Unchanged |
| Jennison Associates LLC | 93,238 | $5.23M | 0.00% | −8,313−8.2% | Reduced |
| Mutual of America Capital Management LLC | 96,568 | $5.42M | 0.06% | +20,413+26.8% | Added |
| First Eagle Investment Management, LLC | 97,051 | $5.45M | 0.01% | −8,055−7.7% | Reduced |
| Regions Financial Corp | 104,518 | $5.87M | 0.05% | −4,328−4.0% | Reduced |
| HSBC Holdings PLC | 104,496 | $5.91M | 0.01% | +413+0.4% | Added |
| Susquehanna Portfolio Strategies, LLC | 109,275 | $6.13M | 0.11% | +109,275 | New |
| Grandeur Peak Global Advisors, LLC | 123,815 | $6.95M | 0.49% | −14,660−10.6% | Reduced |
| FMR LLC | 123,932 | $6.96M | 0.00% | +2,123+1.7% | Added |
| Swiss National Bank | 131,200 | $7.36M | 0.01% | −15,100−10.3% | Reduced |
| Public Sector Pension Investment Board | 138,345 | $7.77M | 0.06% | +56,062+68.1% | Added |
| UBS Group AG | 143,711 | $8.07M | 0.00% | +21,813+17.9% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 146,019 | $8.20M | 0.04% | +76,889+111.2% | Added |
| Natixis Advisors, L.P. | 146,449 | $8.22M | 0.02% | +23,426+19.0% | Added |
| Winslow Asset Management Inc | 174,963 | $9.82M | 2.00% | +2,593+1.5% | Added |
| Deutsche Bank AG | 176,348 | $9.90M | 0.01% | +250.0% | Added |
| Barclays PLC | 176,687 | $9.92M | 0.01% | −117,323−39.9% | Reduced |
| Royce & Associates LP | 178,869 | $10.0M | 0.09% | −100,378−35.9% | Reduced |
| Envestnet Asset Management Inc | 183,229 | $10.3M | 0.00% | +21,534+13.3% | Added |
| Invesco Ltd. | 186,923 | $10.5M | 0.00% | −93,847−33.4% | Reduced |
| Azora Capital LP | 188,858 | $10.6M | 0.96% | +188,858 | New |
| Legal & General Group Plc | 191,399 | $10.7M | 0.00% | +2,214+1.2% | Added |
| Rhumbline Advisers | 198,989 | $11.2M | 0.01% | −3,881−1.9% | Reduced |
| Nuveen Asset Management, LLC | 205,709 | $11.5M | 0.00% | +35,184+20.6% | Added |
| SEI Investments Co | 207,005 | $11.6M | 0.02% | −20,616−9.1% | Reduced |
| Capital Management Corp | 218,527 | $12.3M | 2.41% | −12,405−5.4% | Reduced |
| Stifel Financial Corp | 231,230 | $13.0M | 0.02% | +20,193+9.6% | Added |
| Victory Capital Management Inc | 241,728 | $13.6M | 0.01% | −16,507−6.4% | Reduced |
| Raymond James & Associates | 367,981 | $20.7M | 0.02% | −12,042−3.2% | Reduced |
| Emerald Mutual Fund Advisers Trust | 380,711 | $21.4M | 1.13% | 00.0% | Unchanged |
| Tributary Capital Management, LLC | 441,588 | $24.8M | 2.09% | −7,550−1.7% | Reduced |
| Emerald Advisers, LLC | 451,043 | $25.3M | 1.08% | −7,259−1.6% | Reduced |
| Royal Bank of Canada | 485,392 | $27.2M | 0.01% | +115,086+31.1% | Added |
| Bank of America Corp | 510,305 | $28.6M | 0.00% | +17,710+3.6% | Added |
| Cramer Rosenthal McGlynn LLC | 522,402 | $29.3M | 1.59% | +87,917+20.2% | Added |
| Bamco Inc | 547,747 | $30.7M | 0.08% | −2,405−0.4% | Reduced |
| Morgan Stanley | 714,263 | $40.1M | 0.00% | +123,706+20.9% | Added |
| Capital World Investors | 719,000 | $40.4M | 0.01% | 00.0% | Unchanged |
| Norges Bank | 743,268 | $41.7M | 0.01% | +296,484+66.4% | Added |
| Vaughan Nelson Investment Management, L.P. | 752,615 | $42.2M | 0.42% | +136,235+22.1% | Added |
| Bank of New York Mellon Corp | 754,205 | $42.3M | 0.01% | −180,435−19.3% | Reduced |
| Principal Financial Group Inc | 796,756 | $44.7M | 0.03% | +3,553+0.4% | Added |
| Charles Schwab Investment Management Inc | 814,568 | $45.7M | 0.01% | +21,839+2.8% | Added |
| Northern Trust Corp | 921,697 | $51.7M | 0.01% | −6,008−0.6% | Reduced |
| Lord, Abbett & Co. LLC | 1,062,843 | $59.7M | 0.21% | −152,632−12.6% | Reduced |
| Wells Fargo & Company | 1,077,545 | $60.5M | 0.02% | −12,870−1.2% | Reduced |
| Artisan Partners Limited Partnership | 1,079,047 | $60.6M | 0.10% | −39,955−3.6% | Reduced |
| Ameriprise Financial Inc | 1,108,431 | $62.2M | 0.02% | +39,607+3.7% | Added |
| Westwood Holdings Group Inc. | 1,122,386 | $63.0M | 0.53% | −178,116−13.7% | Reduced |
| Dimensional Fund Advisors LP | 1,123,921 | $63.1M | 0.02% | −75,228−6.3% | Reduced |
| HighTower Advisors, LLC | 1,135,195 | $63.7M | 0.11% | +23,995+2.2% | Added |
| JPMorgan Chase & Co | 1,147,882 | $64.4M | 0.01% | −326,260−22.1% | Reduced |
| Madison Asset Management, LLC | 1,399,649 | $78.6M | 1.06% | +60,455+4.5% | Added |
| Geode Capital Management, LLC | 1,409,016 | $79.1M | 0.01% | +68,860+5.1% | Added |
| Heard Capital LLC | 1,858,119 | $104.3M | 6.99% | −5,851−0.3% | Reduced |
| Alliancebernstein L.P. | 2,117,397 | $118.8M | 0.05% | −121,337−5.4% | Reduced |
| State Street Corp | 2,560,694 | $143.7M | 0.01% | +61,218+2.4% | Added |
| Timucuan Asset Management Inc | 2,977,227 | $167.1M | 5.84% | −73,467−2.4% | Reduced |
| Wasatch Advisors Inc | 3,257,846 | $182.9M | 1.01% | −192,328−5.6% | Reduced |
| Goldman Sachs Group Inc | 3,374,385 | $189.4M | 0.04% | +334,620+11.0% | Added |
| London Co of Virginia | 3,468,178 | $194.7M | 1.10% | +50,106+1.5% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 7,081,890 | $397.5M | 0.99% | −197,319−2.7% | Reduced |
| Vanguard Group Inc | 7,772,642 | $436.3M | 0.01% | −14,841−0.2% | Reduced |
| BlackRock Inc. | 8,002,597 | $449.2M | 0.01% | +211,321+2.7% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −375,000−100.0% | Sold out |
| Assenagon Asset Management S.A. | 0 | $0 | 0.00% | −137,713−100.0% | Sold out |
| National Bank of Canada | 0 | $0 | 0.00% | −83,505−100.0% | Sold out |
| Canada Pension Plan Investment Board | 0 | $0 | 0.00% | −78,000−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −61,556−100.0% | Sold out |
| Schroder Investment Management Group | 0 | $0 | 0.00% | −52,365−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −33,969−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −30,254−100.0% | Sold out |
| Numerai GP LLC | 0 | $0 | 0.00% | −24,525−100.0% | Sold out |
| First Trust Advisors LP | 0 | $0 | 0.00% | −20,653−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −15,878−100.0% | Sold out |
| Ignite Planners, LLC | 0 | $0 | 0.00% | −15,391−100.0% | Sold out |
| Qsemble Capital Management, LP | 0 | $0 | 0.00% | −13,900−100.0% | Sold out |
| Capital Impact Advisors, LLC | 0 | $0 | 0.00% | −12,898−100.0% | Sold out |
| QRG Capital Management, Inc. | 0 | $0 | 0.00% | −12,353−100.0% | Sold out |
| SkyView Investment Advisors, LLC | 0 | $0 | 0.00% | −12,038−100.0% | Sold out |
| Wesbanco Bank Inc | 0 | $0 | 0.00% | −11,596−100.0% | Sold out |
| Mercer Global Advisors Inc | 0 | $0 | 0.00% | −8,525−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −5,532−100.0% | Sold out |
| Drive Wealth Management, LLC | 0 | $0 | 0.00% | −5,397−100.0% | Sold out |