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, Q1 2024
Institutional positions in Moelis & Co as of Mar 31, 2024. 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
- 308
- +29 vs. Q4 2023
- Shares held
- 72.7M
- +317.0K (+0.4%) vs. Q4 2023
- Total value
- $4.12B
- +$63.0M (+1.6%) vs. Q4 2023
- New holders
- 56
- 93 more added
- Sold out
- 27
- 114 more reduced
1 institution that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Moelis & Co; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 7,977,784 | $452.9M | 0.01% | −24,813−0.3% | Reduced |
| Vanguard Group Inc | 7,769,940 | $441.1M | 0.01% | −2,7020.0% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 7,142,856 | $405.5M | 0.94% | +60,966+0.9% | Added |
| London Co of Virginia | 3,580,584 | $203.3M | 1.07% | +112,406+3.2% | Added |
| Wasatch Advisors Inc | 3,417,643 | $194.0M | 1.01% | +159,797+4.9% | Added |
| Goldman Sachs Group Inc | 3,222,361 | $182.9M | 0.04% | −152,024−4.5% | Reduced |
| Timucuan Asset Management Inc | 3,027,630 | $171.9M | 5.80% | +50,403+1.7% | Added |
| State Street Corp | 2,623,802 | $149.0M | 0.01% | +63,108+2.5% | Added |
| Heard Capital LLC | 2,117,000 | $120.2M | 7.55% | +258,881+13.9% | Added |
| Alliancebernstein L.P. | 1,664,998 | $94.5M | 0.03% | −452,399−21.4% | Reduced |
| Madison Asset Management, LLC | 1,603,609 | $91.0M | 1.12% | +203,960+14.6% | Added |
| Ameriprise Financial Inc | 1,539,404 | $87.4M | 0.02% | +430,973+38.9% | Added |
| Geode Capital Management, LLC | 1,453,230 | $82.5M | 0.01% | +44,214+3.1% | Added |
| JPMorgan Chase & Co | 1,274,633 | $72.4M | 0.01% | +126,751+11.0% | Added |
| Lord, Abbett & Co. LLC | 1,118,245 | $63.5M | 0.20% | +55,402+5.2% | Added |
| Westwood Holdings Group Inc. | 1,109,652 | $63.0M | 0.49% | −12,734−1.1% | Reduced |
| Wells Fargo & Company | 1,079,816 | $61.3M | 0.02% | +2,271+0.2% | Added |
| Artisan Partners Limited Partnership | 1,076,715 | $61.1M | 0.09% | −2,332−0.2% | Reduced |
| Dimensional Fund Advisors LP | 1,016,063 | $57.7M | 0.02% | −107,858−9.6% | Reduced |
| HighTower Advisors, LLC | 983,679 | $55.8M | 0.09% | −151,516−13.3% | Reduced |
| Northern Trust Corp | 906,791 | $51.5M | 0.01% | −14,906−1.6% | Reduced |
| Charles Schwab Investment Management Inc | 843,378 | $47.9M | 0.01% | +28,810+3.5% | Added |
| Bank of New York Mellon Corp | 726,009 | $41.2M | 0.01% | −28,196−3.7% | Reduced |
| Capital World Investors | 719,000 | $40.8M | 0.01% | 00.0% | Unchanged |
| Norges Bank | 693,014 | $39.3M | 0.01% | −50,254−6.8% | Reduced |
| Morgan Stanley | 638,475 | $36.2M | 0.00% | −75,788−10.6% | Reduced |
| Bank of America Corp | 549,729 | $31.2M | 0.00% | +39,424+7.7% | Added |
| Bamco Inc | 547,747 | $31.1M | 0.08% | 00.0% | Unchanged |
| Royal Bank of Canada | 519,690 | $29.5M | 0.01% | +34,298+7.1% | Added |
| Cramer Rosenthal McGlynn LLC | 461,273 | $26.2M | 1.42% | −61,129−11.7% | Reduced |
| Emerald Advisers, LLC | 452,825 | $25.7M | 1.03% | +1,782+0.4% | Added |
| Tributary Capital Management, LLC | 435,383 | $24.7M | 2.02% | −6,205−1.4% | Reduced |
| Emerald Mutual Fund Advisers Trust | 380,711 | $21.6M | 1.13% | 00.0% | Unchanged |
| Raymond James & Associates | 363,668 | $20.6M | 0.01% | −4,313−1.2% | Reduced |
| Principal Financial Group Inc | 346,907 | $19.7M | 0.01% | −449,849−56.5% | Reduced |
| Barclays PLC | 315,626 | $17.9M | 0.01% | +138,939+78.6% | Added |
| Balyasny Asset Management LLC | 264,616 | $15.0M | 0.04% | +264,616 | New |
| Citadel Advisors LLC | 262,224 | $14.9M | 0.01% | +262,224 | New |
| SEI Investments Co | 258,695 | $14.7M | 0.02% | +51,690+25.0% | Added |
| Natixis Advisors, L.P. | 253,662 | $14.4M | 0.03% | +107,213+73.2% | Added |
| Stifel Financial Corp | 236,961 | $13.5M | 0.02% | +5,731+2.5% | Added |
| Envestnet Asset Management Inc | 231,085 | $13.1M | 0.00% | +47,856+26.1% | Added |
| Nuveen Asset Management, LLC | 205,892 | $11.7M | 0.00% | +183+0.1% | Added |
| No Street GP LP | 200,000 | $11.4M | 1.00% | +200,000 | New |
| Rhumbline Advisers | 197,822 | $11.2M | 0.01% | −1,167−0.6% | Reduced |
| Legal & General Group Plc | 195,159 | $11.1M | 0.00% | +3,760+2.0% | Added |
| Capital Management Corp | 190,330 | $10.8M | 2.06% | −28,197−12.9% | Reduced |
| Deutsche Bank AG | 177,817 | $10.1M | 0.00% | +1,469+0.8% | Added |
| Winslow Asset Management Inc | 176,811 | $10.0M | 1.89% | +1,848+1.1% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 176,314 | $10.0M | 0.04% | +30,295+20.7% | Added |
| HSBC Holdings PLC | 175,283 | $9.95M | 0.01% | +70,787+67.7% | Added |
| Royce & Associates LP | 174,613 | $9.91M | 0.09% | −4,256−2.4% | Reduced |
| UBS Group AG | 160,361 | $9.10M | 0.00% | +16,650+11.6% | Added |
| FMR LLC | 140,336 | $7.97M | 0.00% | +16,404+13.2% | Added |
| Public Sector Pension Investment Board | 136,645 | $7.76M | 0.06% | −1,700−1.2% | Reduced |
| Swiss National Bank | 131,600 | $7.47M | 0.01% | +400+0.3% | Added |
| Jane Street Group, LLC | 121,916 | $6.92M | 0.01% | +50,667+71.1% | Added |
| Susquehanna Portfolio Strategies, LLC | 109,275 | $6.20M | 0.14% | 00.0% | Unchanged |
| First Eagle Investment Management, LLC | 105,651 | $6.00M | 0.01% | +8,600+8.9% | Added |
| Regions Financial Corp | 101,772 | $5.78M | 0.04% | −2,746−2.6% | Reduced |
| Invesco Ltd. | 100,235 | $5.69M | 0.00% | −86,688−46.4% | Reduced |
| Jennison Associates LLC | 93,081 | $5.28M | 0.00% | −157−0.2% | Reduced |
| Grandeur Peak Global Advisors, LLC | 91,914 | $5.22M | 0.41% | −31,901−25.8% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 89,173 | $5.06M | 0.01% | +89,173 | New |
| Mutual of America Capital Management LLC | 79,277 | $4.50M | 0.05% | −17,291−17.9% | Reduced |
| UBS Asset Management Americas Inc | 79,234 | $4.50M | 0.00% | 00.0% | Unchanged |
| Victory Capital Management Inc | 78,346 | $4.45M | 0.00% | −163,382−67.6% | Reduced |
| Prudential Financial Inc | 76,044 | $4.32M | 0.01% | −1,907−2.4% | Reduced |
| Pinebridge Investments, L.P. | 74,764 | $4.24M | 0.03% | +74,764 | New |
| Fisher Asset Management, LLC | 74,378 | $4.22M | 0.00% | +7,013+10.4% | Added |
| Marshall Wace, LLP | 70,989 | $4.03M | 0.01% | +31,854+81.4% | Added |
| Credit Suisse AG | 68,178 | $3.87M | 0.00% | −277−0.4% | Reduced |
| California State Teachers Retirement System | 66,672 | $3.78M | 0.00% | −3,628−5.2% | Reduced |
| Diversify Advisory Services, LLC | 64,630 | $3.63M | 0.21% | +64,630 | New |
| Public Employees Retirement System of Ohio | 63,917 | $3.63M | 0.01% | −7,572−10.6% | Reduced |
| Jupiter Asset Management Ltd | 63,440 | $3.60M | 0.03% | +63,440 | New |
| B. Metzler seel. Sohn & Co. AG | 63,422 | $3.60M | 0.04% | +1,065+1.7% | Added |
| Salvus Wealth Management, LLC | 61,653 | $3.50M | 2.39% | −500−0.8% | Reduced |
| Moran Wealth Management, LLC | 59,482 | $3.38M | 0.11% | +1,059+1.8% | Added |
| Great West Life Assurance Co | 58,850 | $3.34M | 0.01% | +2,667+4.7% | Added |
| Texas Permanent School Fund | 58,344 | $3.31M | 0.03% | +763+1.3% | Added |
| Thrivent Financial for Lutherans | 57,833 | $3.28M | 0.01% | −1,571−2.6% | Reduced |
| Richard Bernstein Advisors LLC | 56,761 | $3.22M | 0.07% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 56,600 | $3.21M | 0.00% | 00.0% | Unchanged |
| Blue Zone Wealth Advisors, LLC | 56,595 | $3.21M | 1.10% | +56,595 | New |
| Vestmark Advisory Solutions, Inc. | 53,878 | $3.06M | 0.13% | −318−0.6% | Reduced |
| State of New Jersey Common Pension Fund D | 52,432 | $2.98M | 0.01% | 00.0% | Unchanged |
| Park Circle Co | 50,176 | $2.85M | 2.66% | 00.0% | Unchanged |
| Comerica Bank | 49,346 | $2.80M | 0.01% | −3,019−5.8% | Reduced |
| Manufacturers Life Insurance Company, The | 48,508 | $2.75M | 0.00% | +4,481+10.2% | Added |
| Pathstone Holdings, LLC | 46,964 | $2.67M | 0.01% | +32,768+230.8% | Added |
| BNP Paribas Arbitrage, SA | 46,726 | $2.65M | 0.00% | +5,932+14.5% | Added |
| NewEdge Wealth, LLC | 50,872 | $2.64M | 0.06% | +723+1.4% | Added |
| Cornerstone Investment Partners, LLC | 46,171 | $2.62M | 0.13% | −74−0.2% | Reduced |
| Neuberger Berman Group LLC | 46,088 | $2.62M | 0.00% | −2,103−4.4% | Reduced |
| First National Bank of Omaha | 44,304 | $2.59M | 0.18% | −4,169−8.6% | Reduced |
| LPL Financial LLC | 43,962 | $2.50M | 0.00% | −1,594−3.5% | Reduced |
| Brinker Capital Investments, LLC | 43,860 | $2.49M | 0.03% | −1,969−4.3% | Reduced |
| Orion Portfolio Solutions, LLC | 43,860 | $2.49M | 0.03% | −1,969−4.3% | Reduced |
| Citigroup Inc | 42,671 | $2.42M | 0.00% | +1,654+4.0% | Added |