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 |
|---|---|---|---|---|---|
| BNP Paribas Arbitrage, SA | 40,794 | $2.29M | 0.00% | −11,744−22.4% | Reduced |
| Jacobs Levy Equity Management, Inc | 39,854 | $2.24M | 0.01% | +39,854 | New |
| Marshall Wace, LLP | 39,135 | $2.20M | 0.00% | +39,135 | New |
| Alberta Investment Management Corp | 37,500 | $2.10M | 0.02% | −7,954−17.5% | Reduced |
| American International Group, Inc. | 36,360 | $2.04M | 0.01% | −301−0.8% | Reduced |
| Janney Montgomery Scott LLC | 36,178 | $2.03M | 0.01% | −8,110−18.3% | Reduced |
| Illinois Municipal Retirement Fund | 36,110 | $2.03M | 0.03% | −3,705−9.3% | Reduced |
| MetLife Investment Management | 35,269 | $1.98M | 0.01% | 00.0% | Unchanged |
| Eagle Rock Investment Company, LLC | 34,888 | $1.96M | 0.40% | +19+0.1% | Added |
| Chevy Chase Trust Holdings, Inc. | 34,575 | $1.94M | 0.01% | −845−2.4% | Reduced |
| Yousif Capital Management, LLC | 33,950 | $1.91M | 0.02% | −10.0% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 33,749 | $1.89M | 0.11% | +350+1.0% | Added |
| Janus Henderson Group PLC | 33,668 | $1.89M | 0.00% | −3,851−10.3% | Reduced |
| Louisiana State Employees Retirement System | 33,400 | $1.87M | 0.04% | −500−1.5% | Reduced |
| Price T Rowe Associates Inc | 33,338 | $1.87M | 0.00% | +2,763+9.0% | Added |
| Advisor Group Holdings, Inc. | 33,296 | $1.87M | 0.00% | −883−2.6% | Reduced |
| Verdence Capital Advisors LLC | 33,054 | $1.86M | 0.18% | +340+1.0% | Added |
| Man Group plc | 32,523 | $1.83M | 0.01% | – | – |
| Quadrature Capital Ltd | 30,813 | $1.73M | 0.03% | −649−2.1% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 30,563 | $1.72M | 0.00% | +1,079+3.7% | Added |
| American Century Companies Inc | 30,067 | $1.69M | 0.00% | −814−2.6% | Reduced |
| PDT Partners, LLC | 28,386 | $1.59M | 0.18% | +55+0.2% | Added |
| The PNC Financial Services Group, Inc. | 28,321 | $1.59M | 0.00% | −3,554−11.1% | Reduced |
| Russell Investments Group, Ltd. | 27,701 | $1.55M | 0.00% | −5,374−16.2% | Reduced |
| Amalgamated Bank | 27,233 | $1.53M | 0.01% | −673−2.4% | Reduced |
| M&T Bank Corp | 26,813 | $1.51M | 0.01% | +21,914+447.3% | Added |
| CenterBook Partners LP | 26,553 | $1.49M | 0.18% | −80,236−75.1% | Reduced |
| Gabelli Funds LLC | 26,550 | $1.49M | 0.01% | +950+3.7% | Added |
| AMG National Trust Bank | 26,372 | $1.48M | 0.05% | −255−1.0% | Reduced |
| Millennium Management LLC | 25,673 | $1.44M | 0.00% | −1,513−5.6% | Reduced |
| Empowered Funds, LLC | 25,525 | $1.43M | 0.04% | +25,525 | New |
| Captrust Financial Advisors | 25,318 | $1.42M | 0.00% | −2,815−10.0% | Reduced |
| Maryland State Retirement & Pension System | 24,229 | $1.36M | 0.03% | −292−1.2% | Reduced |
| Ensign Peak Advisors, Inc | 24,050 | $1.35M | 0.00% | +1,900+8.6% | Added |
| Federation des caisses Desjardins du Quebec | 22,834 | $1.28M | 0.01% | −180−0.8% | Reduced |
| State of Tennessee, Treasury Department | 21,715 | $1.22M | 0.00% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 21,500 | $1.21M | 0.01% | 00.0% | Unchanged |
| Bayesian Capital Management, LP | 21,091 | $1.18M | 0.13% | +21,091 | New |
| New York State Teachers Retirement System | 21,024 | $1.18M | 0.00% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 19,500 | $1.09M | 0.02% | −300−1.5% | Reduced |
| Qube Research & Technologies Ltd | 19,443 | $1.09M | 0.00% | +19,443 | New |
| State Board of Administration of Florida Retirement System | 19,083 | $1.07M | 0.00% | 00.0% | Unchanged |
| Arizona State Retirement System | 18,611 | $1.04M | 0.01% | −342−1.8% | Reduced |
| Teza Capital Management LLC | 18,023 | $1.01M | 0.17% | +457+2.6% | Added |
| TownSquare Capital, LLC | 18,022 | $1.01M | 0.02% | +6,065+50.7% | Added |
| Campbell Newman Asset Management Inc | 15,827 | $888.4K | 0.08% | +84+0.5% | Added |
| Natixis | 15,600 | $875.6K | 0.01% | +15,600 | New |
| SG Americas Securities, LLC | 15,228 | $855.0K | 0.01% | +15,228 | New |
| State of Wisconsin Investment Board | 15,214 | $854.0K | 0.00% | −5,237−25.6% | Reduced |
| Harbor Advisors LLC | 14,800 | $830.7K | 0.16% | 00.0% | Unchanged |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 14,386 | $807.5K | 0.01% | −30,121−67.7% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 14,337 | $804.7K | 0.00% | +3,538+32.8% | Added |
| Ausbil Investment Management Ltd | 14,252 | $800.0K | 0.43% | +14,252 | New |
| Pathstone Holdings, LLC | 14,196 | $796.8K | 0.00% | +14,196 | New |
| Friedenthal Financial | 12,976 | $728.3K | 0.48% | +12,976 | New |
| Trust Point Inc. | 12,681 | $711.8K | 0.06% | +12,681 | New |
| Bank of Montreal | 12,345 | $710.6K | 0.00% | +4,894+65.7% | Added |
| First Hawaiian Bank | 12,626 | $708.7K | 0.02% | 00.0% | Unchanged |
| ProShare Advisors LLC | 12,543 | $704.0K | 0.00% | +2,383+23.5% | Added |
| Handelsbanken Fonder AB | 11,751 | $660.0K | 0.00% | 00.0% | Unchanged |
| Quantum Private Wealth, LLC | 11,752 | $659.6K | 0.28% | −13−0.1% | Reduced |
| Juncture Wealth Strategies, LLC | 11,599 | $651.1K | 0.30% | −100−0.9% | Reduced |
| Bridgefront Capital, LLC | 11,363 | $637.8K | 0.48% | +11,363 | New |
| US Bancorp | 11,231 | $630.4K | 0.00% | +2,189+24.2% | Added |
| Naples Global Advisors, LLC | 11,171 | $627.0K | 0.07% | −100−0.9% | Reduced |
| Nebula Research & Development LLC | 11,045 | $620.0K | 0.19% | +11,045 | New |
| Resources Investment Advisors, LLC. | 10,437 | $585.8K | 0.01% | −267−2.5% | Reduced |
| O'Shaughnessy Asset Management, LLC | 10,277 | $576.8K | 0.01% | +1,557+17.9% | Added |
| Steward Partners Investment Advisory, LLC | 10,158 | $570.2K | 0.01% | +551+5.7% | Added |
| Apollon Wealth Management, LLC | 9,936 | $557.7K | 0.02% | +9,936 | New |
| Curated Wealth Partners LLC | 9,622 | $540.1K | 0.09% | −198−2.0% | Reduced |
| Pitcairn Co | 9,197 | $516.2K | 0.04% | −31−0.3% | Reduced |
| Tower Research Capital LLC (TRC) | 9,023 | $506.5K | 0.01% | +2,171+31.7% | Added |
| D. E. Shaw & Co., Inc. | 8,759 | $491.6K | 0.00% | +3,035+53.0% | Added |
| Peak Financial Advisors LLC | 8,470 | $475.4K | 0.32% | +820+10.7% | Added |
| Engineers Gate Manager LP | 8,300 | $465.9K | 0.01% | +8,300 | New |
| Jefferies Financial Group Inc. | 8,223 | $461.6K | 0.01% | +8,223 | New |
| Mariner, LLC | 8,053 | $452.0K | 0.00% | +527+7.0% | Added |
| Everence Capital Management Inc | 7,690 | $432.0K | 0.03% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 7,648 | $429.0K | 0.00% | 00.0% | Unchanged |
| Pictet Asset Management Holding SA | 7,624 | $427.9K | 0.00% | 00.0% | Unchanged |
| MML Investors Services, LLC | 7,587 | $426.0K | 0.00% | +769+11.3% | Added |
| D.A. Davidson & Co. | 7,056 | $396.1K | 0.00% | +390+5.9% | Added |
| Ameritas Investment Partners, Inc. | 6,920 | $388.4K | 0.01% | +278+4.2% | Added |
| Allianz Asset Management GmbH | 6,869 | $385.6K | 0.00% | +17+0.2% | Added |
| Capital Investment Advisory Services, LLC | 6,728 | $377.6K | 0.04% | +705+11.7% | Added |
| Two Sigma Investments, LP | 6,454 | $362.3K | 0.00% | +6,454 | New |
| Arden Trust Co | 6,340 | $355.9K | 0.05% | +486+8.3% | Added |
| Creative Planning | 6,066 | $340.5K | 0.00% | −165−2.6% | Reduced |
| Kolinsky Wealth Management, LLC | 6,057 | $340.0K | 0.30% | −27−0.4% | Reduced |
| Riverview Capital Advisers, LLC | 5,980 | $335.7K | 0.13% | 00.0% | Unchanged |
| Truist Financial Corp | 5,891 | $330.7K | 0.00% | +34+0.6% | Added |
| PEAK6 Investments LLC | 5,683 | $319.0K | 0.01% | −3,729−39.6% | Reduced |
| O'Rourke & Company, Inc | 5,644 | $317.0K | 0.20% | +221+4.1% | Added |
| Cerity Partners LLC | 5,509 | $309.2K | 0.00% | +5,509 | New |
| Vestcor Inc | 5,492 | $308.0K | 0.01% | −1,770−24.4% | Reduced |
| JustInvest LLC | 5,418 | $304.1K | 0.01% | +472+9.5% | Added |
| Entropy Technologies, LP | 5,095 | $286.0K | 0.05% | +5,095 | New |
| Wilbanks Smith & Thomas Asset Management LLC | 4,970 | $279.0K | 0.01% | 00.0% | Unchanged |
| Heritage Wealth Management, LLC | 4,926 | $276.5K | 0.15% | +4,926 | New |