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 |
|---|---|---|---|---|---|
| Versor Investments LP | 4,901 | $275.1K | 0.06% | +4,901 | New |
| Raymond James Financial Services Advisors, Inc. | 4,773 | $267.9K | 0.00% | −1,155−19.5% | Reduced |
| Advisors Asset Management, Inc. | 4,679 | $262.6K | 0.01% | −80−1.7% | Reduced |
| KLR Investment Advisors, LLC | 4,665 | $261.8K | 0.19% | +4,665 | New |
| Duality Advisers, LP | 4,568 | $256.4K | 0.03% | −24,967−84.5% | Reduced |
| Integrated Wealth Concepts LLC | 4,555 | $255.7K | 0.00% | −133−2.8% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 4,534 | $254.5K | 0.00% | −162−3.4% | Reduced |
| Tritonpoint Wealth, LLC | 4,492 | $252.1K | 0.02% | +4,492 | New |
| 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 |
| Snowden Capital Advisors LLC | 4,417 | $247.9K | 0.01% | −266−5.7% | Reduced |
| Crossmark Global Holdings, Inc. | 4,383 | $246.0K | 0.01% | +4,383 | New |
| Raymond James Trust N.A. | 4,307 | $241.8K | 0.01% | −212−4.7% | Reduced |
| Scientech Research LLC | 4,280 | $240.2K | 0.24% | +4,280 | New |
| Profund Advisors LLC | 4,258 | $239.0K | 0.01% | +4,258 | New |
| CIBC Asset Management Inc | 4,228 | $237.3K | 0.00% | +4,228 | New |
| Mackenzie Financial Corp | 4,223 | $237.0K | 0.00% | +4,223 | New |
| Xponance, Inc. | 4,063 | $228.1K | 0.00% | +4,063 | New |
| Franklin Resources Inc | 4,037 | $226.6K | 0.00% | +4,037 | New |
| Blueshift Asset Management, LLC | 3,876 | $217.6K | 0.12% | +3,876 | New |
| Shell Asset Management Co | 3,852 | $216.0K | 0.01% | −1,165−23.2% | Reduced |
| Metropolitan Life Insurance Co | 3,848 | $216.0K | 0.01% | 00.0% | Unchanged |
| Argent Trust Co | 3,845 | $215.8K | 0.01% | +3,845 | New |
| Cetera Advisor Networks LLC | 3,774 | $211.8K | 0.00% | +3,774 | New |
| Centiva Capital, LP | 3,757 | $210.9K | 0.01% | +3,757 | New |
| Two Sigma Advisers, LP | 3,600 | $202.1K | 0.00% | +3,600 | New |
| Parallel Advisors, LLC | 1,680 | $94.3K | 0.00% | −77−4.4% | Reduced |
| KBC Group NV | 1,663 | $93.0K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 1,593 | $89.4K | 0.00% | −4,000−71.5% | Reduced |
| Assetmark, Inc | 1,505 | $84.5K | 0.00% | +276+22.5% | Added |
| Covestor Ltd | 1,429 | $80.0K | 0.05% | −483−25.3% | Reduced |
| Tradition Wealth Management, LLC | 1,260 | $71.0K | 0.01% | +14+1.1% | Added |
| Signaturefd, LLC | 1,214 | $68.1K | 0.00% | −7−0.6% | Reduced |
| First Horizon Advisors, Inc. | 1,099 | $61.7K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 931 | $52.3K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 770 | $43.2K | 0.03% | 00.0% | Unchanged |
| Private Trust Co NA | 620 | $34.8K | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 614 | $34.5K | 0.03% | +614 | New |
| GAMMA Investing LLC | 619 | $34.0K | 0.01% | +619 | New |
| City State Bank | 550 | $31.0K | 0.02% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 380 | $21.3K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 371 | $20.8K | 0.00% | +371 | New |
| CWM, LLC | 295 | $17.0K | 0.00% | −97−24.7% | Reduced |
| Umb Bank N A | 276 | $15.5K | 0.00% | −599−68.5% | Reduced |
| GWM Advisors LLC | 275 | $15.4K | 0.00% | +77+38.9% | Added |
| Lindbrook Capital, LLC | 273 | $15.3K | 0.00% | −7−2.5% | Reduced |
| Hexagon Capital Partners LLC | 265 | $14.9K | 0.00% | +39+17.3% | Added |
| Global Retirement Partners, LLC | 275 | $14.7K | 0.00% | +1+0.4% | Added |
| Colonial Trust Co | 224 | $12.6K | 0.00% | 00.0% | Unchanged |
| Fairfield, Bush & Co. | 213 | $12.0K | 0.01% | +213 | New |
| Fifth Third Bancorp | 183 | $10.3K | 0.00% | +66+56.4% | Added |
| Principal Securities, Inc. | 180 | $10.1K | 0.00% | +180 | New |
| Farther Finance Advisors, LLC | 160 | $8.98K | 0.00% | +30+23.1% | Added |
| IFP Advisors, Inc | 158 | $8.88K | 0.00% | −27−14.6% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 137 | $8.00K | 0.00% | +137 | New |
| Proequities, Inc. | 135 | $7.58K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 129 | $6.00K | 0.00% | +129 | New |
| Turtle Creek Wealth Advisors, LLC | 77 | $4.32K | 0.00% | +77 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 72 | $3.92K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 65 | $3.65K | 0.00% | +65 | 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 |
| NBT Bank N A | 56 | $3.14K | 0.00% | +56 | New |
| Bessemer Group Inc | 55 | $3.00K | 0.00% | −2−3.5% | Reduced |
| 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 |
| Farmers & Merchants Investments Inc | 45 | $2.53K | 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 |
| Allworth Financial LP | 31 | $1.74K | 0.00% | 00.0% | Unchanged |
| 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 |
| AdvisorNet Financial, Inc | 14 | $786 | 0.00% | +14 | New |
| Bokf, NA | 14 | $785 | 0.00% | +14 | New |
| Parkside Financial Bank & Trust | 10 | $562 | 0.00% | −27−73.0% | Reduced |
| SJS Investment Consulting Inc. | 10 | $562 | 0.00% | −2−16.7% | Reduced |
| Massmutual Trust Co FSB | 10 | $561 | 0.00% | +6+150.0% | Added |
| Abound Wealth Management | 8 | $450 | 0.00% | +8 | New |
| Tfo-TDC, LLC | 7 | $393 | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 3 | $168 | 0.00% | −3−50.0% | Reduced |
| 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 |