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 |
|---|---|---|---|---|---|
| Kolinsky Wealth Management, LLC | 6,034 | $342.6K | 0.26% | −23−0.4% | Reduced |
| Susquehanna International Group, LLP | 6,066 | $344.4K | 0.00% | −68,693−91.9% | Reduced |
| Allianz Asset Management GmbH | 6,105 | $346.6K | 0.00% | −764−11.1% | Reduced |
| Nebula Research & Development LLC | 6,141 | $348.6K | 0.08% | −4,904−44.4% | Reduced |
| O'Rourke & Company, Inc | 6,181 | $351.0K | 0.20% | +537+9.5% | Added |
| JustInvest LLC | 6,197 | $351.8K | 0.01% | +779+14.4% | Added |
| Creative Planning | 6,227 | $353.5K | 0.00% | +161+2.7% | Added |
| Cipher Capital LP | 6,294 | $357.3K | 0.17% | +6,294 | New |
| Natixis | 6,300 | $357.7K | 0.00% | −9,300−59.6% | Reduced |
| Juncture Wealth Strategies, LLC | 6,300 | $357.7K | 0.15% | −5,299−45.7% | Reduced |
| Arden Trust Co | 6,350 | $360.5K | 0.05% | +10+0.2% | Added |
| Inceptionr LLC | 6,561 | $372.5K | 0.10% | +6,561 | New |
| Argent Trust Co | 6,575 | $373.3K | 0.02% | +2,730+71.0% | Added |
| Brevan Howard Capital Management LP | 6,594 | $374.3K | 0.03% | +6,594 | New |
| Ameritas Investment Partners, Inc. | 6,667 | $378.5K | 0.01% | −253−3.7% | Reduced |
| Capital Investment Advisory Services, LLC | 6,732 | $382.2K | 0.04% | +4+0.1% | Added |
| D.A. Davidson & Co. | 7,056 | $400.6K | 0.00% | 00.0% | Unchanged |
| Bank of Montreal | 6,989 | $401.2K | 0.00% | −5,356−43.4% | Reduced |
| Cetera Investment Advisers | 7,292 | $414.0K | 0.00% | +7,292 | New |
| Nisa Investment Advisors, LLC | 7,543 | $428.2K | 0.00% | +5,950+373.5% | Added |
| Armistice Capital, LLC | 7,553 | $428.8K | 0.01% | +7,553 | New |
| Jacobs Levy Equity Management, Inc | 7,558 | $429.1K | 0.00% | −32,296−81.0% | Reduced |
| Duality Advisers, LP | 7,594 | $431.1K | 0.04% | +3,026+66.2% | Added |
| Public Employees Retirement Association of Colorado | 7,648 | $434.0K | 0.00% | 00.0% | Unchanged |
| Everence Capital Management Inc | 7,690 | $437.0K | 0.03% | 00.0% | Unchanged |
| Teza Capital Management LLC | 7,778 | $441.6K | 0.06% | −10,245−56.8% | Reduced |
| MML Investors Services, LLC | 8,003 | $454.0K | 0.00% | +416+5.5% | Added |
| Fox Run Management, L.L.C. | 8,013 | $454.9K | 0.10% | +8,013 | New |
| Mariner, LLC | 8,302 | $471.3K | 0.00% | +249+3.1% | Added |
| ExodusPoint Capital Management, LP | 8,610 | $489.0K | 0.01% | +8,610 | New |
| Peak Financial Advisors LLC | 8,715 | $494.8K | 0.30% | +245+2.9% | Added |
| Steward Partners Investment Advisory, LLC | 9,115 | $517.5K | 0.01% | −1,043−10.3% | Reduced |
| Pitcairn Co | 9,304 | $528.2K | 0.03% | +107+1.2% | Added |
| Pictet Asset Management Holding SA | 9,433 | $535.7K | 0.00% | +1,809+23.7% | Added |
| State Board of Administration of Florida Retirement System | 14,043 | $539.8K | 0.00% | −5,040−26.4% | Reduced |
| Apollon Wealth Management, LLC | 9,637 | $547.1K | 0.02% | −299−3.0% | Reduced |
| Wesbanco Bank Inc | 9,809 | $556.9K | 0.02% | +9,809 | New |
| Naples Global Advisors, LLC | 9,846 | $559.0K | 0.06% | −1,325−11.9% | Reduced |
| US Bancorp | 10,676 | $606.1K | 0.00% | −555−4.9% | Reduced |
| Resources Investment Advisors, LLC. | 10,695 | $607.2K | 0.01% | +258+2.5% | Added |
| O'Shaughnessy Asset Management, LLC | 11,067 | $628.3K | 0.01% | +790+7.7% | Added |
| Ausbil Investment Management Ltd | 11,526 | $647.4K | 0.32% | −2,726−19.1% | Reduced |
| Handelsbanken Fonder AB | 11,751 | $667.0K | 0.00% | 00.0% | Unchanged |
| Quantum Private Wealth, LLC | 11,752 | $667.2K | 0.25% | 00.0% | Unchanged |
| Omers Administration Corp | 11,800 | $669.9K | 0.01% | +11,800 | New |
| Millennium Management LLC | 12,397 | $703.8K | 0.00% | −13,276−51.7% | Reduced |
| First Hawaiian Bank | 12,626 | $716.8K | 0.02% | 00.0% | Unchanged |
| Edgestream Partners, L.P. | 12,660 | $718.7K | 0.04% | +12,660 | New |
| State of Wisconsin Investment Board | 12,933 | $734.2K | 0.00% | −2,281−15.0% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 13,409 | $761.2K | 0.00% | −928−6.5% | Reduced |
| ProShare Advisors LLC | 13,469 | $764.6K | 0.00% | +926+7.4% | Added |
| Cerity Partners LLC | 13,555 | $769.5K | 0.00% | +8,046+146.1% | Added |
| SkyView Investment Advisors, LLC | 13,678 | $776.0K | 0.14% | +13,678 | New |
| Tudor Investment Corp Et Al | 13,924 | $790.5K | 0.01% | +13,924 | New |
| UniSuper Management Pty Ltd | 14,103 | $800.6K | 0.01% | +14,103 | New |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 14,397 | $817.3K | 0.01% | +11+0.1% | Added |
| Harbor Advisors LLC | 14,800 | $840.2K | 0.15% | 00.0% | Unchanged |
| Campbell Newman Asset Management Inc | 16,219 | $920.8K | 0.07% | +392+2.5% | Added |
| Cookson Peirce & Co Inc | 16,620 | $944.0K | 0.05% | +16,620 | New |
| State of Tennessee, Treasury Department | 17,465 | $991.5K | 0.00% | −4,250−19.6% | Reduced |
| Oregon Public Employees Retirement Fund | 17,867 | $1.01M | 0.02% | −1,633−8.4% | Reduced |
| Russell Investments Group, Ltd. | 17,964 | $1.02M | 0.00% | −9,737−35.2% | Reduced |
| New York State Teachers Retirement System | 18,046 | $1.02M | 0.00% | −2,978−14.2% | Reduced |
| Trust Point Inc. | 18,047 | $1.02M | 0.08% | +5,366+42.3% | Added |
| Harbor Capital Advisors, Inc. | 18,120 | $1.03M | 0.13% | +18,120 | New |
| Jump Financial, LLC | 18,200 | $1.03M | 0.03% | +18,200 | New |
| Arizona State Retirement System | 18,321 | $1.04M | 0.01% | −290−1.6% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 27,743 | $1.04M | 0.00% | −2,820−9.2% | Reduced |
| Canada Pension Plan Investment Board | 18,700 | $1.06M | 0.00% | +18,700 | New |
| Two Sigma Advisers, LP | 18,900 | $1.07M | 0.00% | +15,300+425.0% | Added |
| The PNC Financial Services Group, Inc. | 20,063 | $1.14M | 0.00% | −8,258−29.2% | Reduced |
| Campbell & CO Investment Adviser LLC | 20,809 | $1.18M | 0.10% | +20,809 | New |
| Amalgamated Bank | 20,838 | $1.18M | 0.01% | −6,395−23.5% | Reduced |
| Teachers Retirement System of the State of Kentucky | 21,500 | $1.22M | 0.01% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 24,022 | $1.23M | 0.02% | −207−0.9% | Reduced |
| TownSquare Capital, LLC | 22,368 | $1.27M | 0.02% | +4,346+24.1% | Added |
| Federation des caisses Desjardins du Quebec | 22,864 | $1.28M | 0.01% | +30+0.1% | Added |
| Quadrature Capital Ltd | 22,798 | $1.29M | 0.02% | −8,015−26.0% | Reduced |
| Ensign Peak Advisors, Inc | 22,895 | $1.30M | 0.00% | −1,155−4.8% | Reduced |
| Aquatic Capital Management LLC | 24,900 | $1.41M | 0.05% | +24,900 | New |
| Empowered Funds, LLC | 26,148 | $1.48M | 0.03% | +623+2.4% | Added |
| Assenagon Asset Management S.A. | 26,286 | $1.49M | 0.00% | +26,286 | New |
| AMG National Trust Bank | 26,362 | $1.50M | 0.04% | −100.0% | Reduced |
| Gabelli Funds LLC | 26,550 | $1.51M | 0.01% | 00.0% | Unchanged |
| American Century Companies Inc | 27,414 | $1.56M | 0.00% | −2,653−8.8% | Reduced |
| Quantbot Technologies LP | 27,614 | $1.57M | 0.09% | +27,614 | New |
| Alberta Investment Management Corp | 27,729 | $1.57M | 0.02% | −9,771−26.1% | Reduced |
| PDT Partners, LLC | 28,331 | $1.61M | 0.15% | −55−0.2% | Reduced |
| Strata Wealth Advisors, LLC | 30,143 | $1.71M | 0.60% | −21,907−42.1% | Reduced |
| Yousif Capital Management, LLC | 30,600 | $1.74M | 0.02% | −3,350−9.9% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 31,698 | $1.80M | 0.10% | −2,051−6.1% | Reduced |
| Verdence Capital Advisors LLC | 32,518 | $1.85M | 0.17% | −536−1.6% | Reduced |
| Louisiana State Employees Retirement System | 33,000 | $1.87M | 0.04% | −400−1.2% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 33,100 | $1.88M | 0.01% | +33,100 | New |
| Janus Henderson Group PLC | 33,669 | $1.91M | 0.00% | +10.0% | Added |
| M&T Bank Corp | 33,845 | $1.92M | 0.01% | +7,032+26.2% | Added |
| Oppenheimer Asset Management Inc. | 34,310 | $1.95M | 0.03% | −12,053−26.0% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 34,388 | $1.95M | 0.01% | −187−0.5% | Reduced |
| MetLife Investment Management | 34,519 | $1.96M | 0.01% | −750−2.1% | Reduced |
| Eagle Rock Investment Company, LLC | 34,888 | $1.98M | 0.37% | 00.0% | Unchanged |