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 |
|---|---|---|---|---|---|
| Covestor Ltd | 4 | $0 | 0.00% | −1,425−99.7% | Reduced |
| ORG Partners LLC | 0 | $49 | 0.00% | 0 | New |
| Ronald Blue Trust, Inc. | 2 | $114 | 0.00% | −127−98.4% | Reduced |
| AdvisorNet Financial, Inc | 4 | $227 | 0.00% | −10−71.4% | Reduced |
| Rothschild Investment LLC | 5 | $284 | 0.00% | +5 | New |
| Abound Wealth Management | 8 | $455 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 10 | $568 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 26 | $1.48K | 0.00% | −1,479−98.3% | Reduced |
| Westside Investment Management, Inc. | 29 | $1.65K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 29 | $1.65K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 31 | $1.76K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 34 | $1.93K | 0.00% | −10−22.7% | Reduced |
| Mather Group, LLC. | 39 | $2.19K | 0.00% | +39 | New |
| Massmutual Trust Co FSB | 40 | $2.27K | 0.00% | +30+300.0% | Added |
| Sound Income Strategies, LLC | 44 | $2.50K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 45 | $2.56K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 51 | $2.90K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 51 | $2.90K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 55 | $3.00K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 54 | $3.07K | 0.00% | +54 | New |
| NBT Bank N A | 57 | $3.21K | 0.00% | +1+1.8% | Added |
| Bell Investment Advisors, Inc | 59 | $3.35K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 65 | $3.69K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 72 | $4.09K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 84 | $4.12K | 0.00% | +25+42.4% | Added |
| Principal Securities, Inc. | 76 | $4.32K | 0.00% | −104−57.8% | Reduced |
| First Financial Corp | 79 | $4.48K | 0.00% | +79 | New |
| IFP Advisors, Inc | 79 | $4.49K | 0.00% | −79−50.0% | Reduced |
| Smartleaf Asset Management LLC | 79 | $4.54K | 0.00% | +79 | New |
| Parkside Financial Bank & Trust | 115 | $6.53K | 0.00% | +105+1,050.0% | Added |
| Carolinas Wealth Consulting LLC | 122 | $6.93K | 0.00% | +122 | New |
| Proequities, Inc. | 132 | $7.49K | 0.00% | −3−2.2% | Reduced |
| Fifth Third Bancorp | 136 | $7.72K | 0.00% | −47−25.7% | Reduced |
| Farther Finance Advisors, LLC | 160 | $8.99K | 0.00% | 00.0% | Unchanged |
| Catalyst Funds Management Pty Ltd | 200 | $11.4K | 0.00% | +200 | New |
| Rise Advisors, LLC | 225 | $12.8K | 0.01% | +225 | New |
| Lindbrook Capital, LLC | 273 | $15.5K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 275 | $15.6K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 276 | $15.7K | 0.00% | +1+0.4% | Added |
| Umb Bank N A | 304 | $17.3K | 0.00% | +28+10.1% | Added |
| GAMMA Investing LLC | 332 | $18.8K | 0.00% | −287−46.4% | Reduced |
| City State Bank | 350 | $20.0K | 0.01% | −200−36.4% | Reduced |
| Trust Co of Vermont | 371 | $21.1K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 380 | $21.6K | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 413 | $23.4K | 0.00% | +413 | New |
| CIBC Private Wealth Group, LLC | 461 | $25.9K | 0.00% | +461 | New |
| Raffa Wealth Management, LLC | 463 | $26.3K | 0.01% | +463 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 543 | $30.8K | 0.01% | +543 | New |
| Simplex Trading, LLC | 609 | $34.0K | 0.00% | +609 | New |
| Hexagon Capital Partners LLC | 657 | $37.3K | 0.01% | +392+147.9% | Added |
| Colonial Trust Co | 700 | $39.7K | 0.01% | +476+212.5% | Added |
| Eagle Bay Advisors LLC | 770 | $43.7K | 0.03% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 821 | $46.6K | 0.00% | +821 | New |
| Benjamin F. Edwards & Company, Inc. | 836 | $47.0K | 0.00% | +699+510.2% | Added |
| Private Trust Co NA | 1,044 | $59.3K | 0.01% | +424+68.4% | Added |
| First Horizon Advisors, Inc. | 1,099 | $62.4K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 1,214 | $68.9K | 0.00% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 1,384 | $78.6K | 0.00% | −4,299−75.6% | Reduced |
| nVerses Capital, LLC | 1,500 | $85.2K | 0.20% | +1,500 | New |
| HM Payson & Co | 1,603 | $91.0K | 0.00% | +672+72.2% | Added |
| KBC Group NV | 1,663 | $94.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,680 | $95.4K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,909 | $108.4K | 0.00% | −7,114−78.8% | Reduced |
| Quest Partners LLC | 2,125 | $120.6K | 0.02% | +2,125 | New |
| CWM, LLC | 2,314 | $131.0K | 0.00% | +2,019+684.4% | Added |
| STRS Ohio | 3,000 | $170.0K | 0.00% | −1,500−33.3% | Reduced |
| Metropolitan Life Insurance Co | 3,512 | $199.4K | 0.01% | −336−8.7% | Reduced |
| Simon Quick Advisors, LLC | 3,530 | $200.4K | 0.02% | +3,530 | New |
| National Asset Management, Inc. | 4,513 | $203.7K | 0.01% | +4,513 | New |
| Advisors Asset Management, Inc. | 3,621 | $205.6K | 0.00% | −1,058−22.6% | Reduced |
| Profund Advisors LLC | 3,731 | $211.8K | 0.01% | −527−12.4% | Reduced |
| Wedbush Securities Inc | 3,839 | $218.0K | 0.01% | +3,839 | New |
| Franklin Resources Inc | 3,878 | $220.2K | 0.00% | −159−3.9% | Reduced |
| Trajan Wealth LLC | 3,952 | $224.4K | 0.02% | +3,952 | New |
| Xponance, Inc. | 4,075 | $231.3K | 0.00% | +12+0.3% | Added |
| Envoi LLC | 4,115 | $233.6K | 0.55% | +4,115 | New |
| CIBC Asset Management Inc | 4,194 | $238.1K | 0.00% | −34−0.8% | Reduced |
| SG Americas Securities, LLC | 4,203 | $239.0K | 0.00% | −11,025−72.4% | Reduced |
| Mackenzie Financial Corp | 4,223 | $239.7K | 0.00% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 4,244 | $240.9K | 0.01% | −63−1.5% | Reduced |
| Snowden Capital Advisors LLC | 4,285 | $243.3K | 0.01% | −132−3.0% | Reduced |
| Captrust Financial Advisors | 4,287 | $243.4K | 0.00% | −21,031−83.1% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 4,347 | $246.8K | 0.00% | −426−8.9% | Reduced |
| Advisor Group Holdings, Inc. | 4,392 | $249.3K | 0.00% | −28,904−86.8% | Reduced |
| XTX Topco Ltd | 4,414 | $250.6K | 0.03% | +4,414 | New |
| Tritonpoint Wealth, LLC | 4,492 | $252.1K | 0.03% | 00.0% | Unchanged |
| Envestnet Portfolio Solutions, Inc. | 4,485 | $254.6K | 0.00% | −49−1.1% | Reduced |
| Integrated Wealth Concepts LLC | 4,538 | $257.6K | 0.00% | −17−0.4% | Reduced |
| Crossmark Global Holdings, Inc. | 4,589 | $260.0K | 0.00% | +206+4.7% | Added |
| Equitable Holdings, Inc. | 4,600 | $261.1K | 0.00% | +4,600 | New |
| Private Advisor Group, LLC | 4,615 | $262.0K | 0.00% | +4,615 | New |
| Heritage Wealth Management, LLC | 4,772 | $270.9K | 0.14% | −154−3.1% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 4,972 | $282.3K | 0.01% | +20.0% | Added |
| Centiva Capital, LP | 5,210 | $295.8K | 0.02% | +1,453+38.7% | Added |
| Entropy Technologies, LP | 5,492 | $311.8K | 0.03% | +397+7.8% | Added |
| KLR Investment Advisors, LLC | 5,966 | $317.5K | 0.23% | +1,301+27.9% | Added |
| Jefferies Financial Group Inc. | 5,711 | $324.2K | 0.01% | −2,512−30.5% | Reduced |
| First National Advisers, LLC | 5,900 | $334.9K | 0.07% | +5,900 | New |
| Truist Financial Corp | 5,960 | $338.4K | 0.00% | +69+1.2% | Added |
| Riverview Capital Advisers, LLC | 5,980 | $339.5K | 0.12% | 00.0% | Unchanged |