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 |
|---|---|---|---|---|---|
| Man Group plc | 35,275 | $2.00M | 0.01% | +2,752+8.5% | Added |
| Price T Rowe Associates Inc | 35,766 | $2.03M | 0.00% | +2,428+7.3% | Added |
| American International Group, Inc. | 36,040 | $2.05M | 0.01% | −320−0.9% | Reduced |
| Voya Investment Management LLC | 37,425 | $2.12M | 0.00% | −4,643−11.0% | Reduced |
| Illinois Municipal Retirement Fund | 39,327 | $2.23M | 0.03% | +3,217+8.9% | Added |
| Qube Research & Technologies Ltd | 39,353 | $2.23M | 0.00% | +19,910+102.4% | Added |
| Janney Montgomery Scott LLC | 39,461 | $2.24M | 0.01% | +3,283+9.1% | Added |
| State of Alaska, Department of Revenue | 40,612 | $2.31M | 0.03% | −380−0.9% | Reduced |
| Citigroup Inc | 42,671 | $2.42M | 0.00% | +1,654+4.0% | Added |
| 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 |
| LPL Financial LLC | 43,962 | $2.50M | 0.00% | −1,594−3.5% | Reduced |
| First National Bank of Omaha | 44,304 | $2.59M | 0.18% | −4,169−8.6% | Reduced |
| Neuberger Berman Group LLC | 46,088 | $2.62M | 0.00% | −2,103−4.4% | Reduced |
| Cornerstone Investment Partners, LLC | 46,171 | $2.62M | 0.13% | −74−0.2% | Reduced |
| NewEdge Wealth, LLC | 50,872 | $2.64M | 0.06% | +723+1.4% | Added |
| BNP Paribas Arbitrage, SA | 46,726 | $2.65M | 0.00% | +5,932+14.5% | Added |
| Pathstone Holdings, LLC | 46,964 | $2.67M | 0.01% | +32,768+230.8% | Added |
| Manufacturers Life Insurance Company, The | 48,508 | $2.75M | 0.00% | +4,481+10.2% | Added |
| Comerica Bank | 49,346 | $2.80M | 0.01% | −3,019−5.8% | Reduced |
| Park Circle Co | 50,176 | $2.85M | 2.66% | 00.0% | Unchanged |
| State of New Jersey Common Pension Fund D | 52,432 | $2.98M | 0.01% | 00.0% | Unchanged |
| Vestmark Advisory Solutions, Inc. | 53,878 | $3.06M | 0.13% | −318−0.6% | Reduced |
| Blue Zone Wealth Advisors, LLC | 56,595 | $3.21M | 1.10% | +56,595 | New |
| New York State Common Retirement Fund | 56,600 | $3.21M | 0.00% | 00.0% | Unchanged |
| Richard Bernstein Advisors LLC | 56,761 | $3.22M | 0.07% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 57,833 | $3.28M | 0.01% | −1,571−2.6% | Reduced |
| Texas Permanent School Fund | 58,344 | $3.31M | 0.03% | +763+1.3% | Added |
| Great West Life Assurance Co | 58,850 | $3.34M | 0.01% | +2,667+4.7% | Added |
| Moran Wealth Management, LLC | 59,482 | $3.38M | 0.11% | +1,059+1.8% | Added |
| Salvus Wealth Management, LLC | 61,653 | $3.50M | 2.39% | −500−0.8% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 63,422 | $3.60M | 0.04% | +1,065+1.7% | Added |
| Jupiter Asset Management Ltd | 63,440 | $3.60M | 0.03% | +63,440 | New |
| Public Employees Retirement System of Ohio | 63,917 | $3.63M | 0.01% | −7,572−10.6% | Reduced |
| Diversify Advisory Services, LLC | 64,630 | $3.63M | 0.21% | +64,630 | New |
| California State Teachers Retirement System | 66,672 | $3.78M | 0.00% | −3,628−5.2% | Reduced |
| Credit Suisse AG | 68,178 | $3.87M | 0.00% | −277−0.4% | Reduced |
| Marshall Wace, LLP | 70,989 | $4.03M | 0.01% | +31,854+81.4% | Added |
| Fisher Asset Management, LLC | 74,378 | $4.22M | 0.00% | +7,013+10.4% | Added |
| Pinebridge Investments, L.P. | 74,764 | $4.24M | 0.03% | +74,764 | New |
| Prudential Financial Inc | 76,044 | $4.32M | 0.01% | −1,907−2.4% | Reduced |
| Victory Capital Management Inc | 78,346 | $4.45M | 0.00% | −163,382−67.6% | Reduced |
| UBS Asset Management Americas Inc | 79,234 | $4.50M | 0.00% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 79,277 | $4.50M | 0.05% | −17,291−17.9% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 89,173 | $5.06M | 0.01% | +89,173 | New |
| Grandeur Peak Global Advisors, LLC | 91,914 | $5.22M | 0.41% | −31,901−25.8% | Reduced |
| Jennison Associates LLC | 93,081 | $5.28M | 0.00% | −157−0.2% | Reduced |
| Invesco Ltd. | 100,235 | $5.69M | 0.00% | −86,688−46.4% | Reduced |
| Regions Financial Corp | 101,772 | $5.78M | 0.04% | −2,746−2.6% | Reduced |
| First Eagle Investment Management, LLC | 105,651 | $6.00M | 0.01% | +8,600+8.9% | Added |
| Susquehanna Portfolio Strategies, LLC | 109,275 | $6.20M | 0.14% | 00.0% | Unchanged |
| Jane Street Group, LLC | 121,916 | $6.92M | 0.01% | +50,667+71.1% | Added |
| Swiss National Bank | 131,600 | $7.47M | 0.01% | +400+0.3% | Added |
| Public Sector Pension Investment Board | 136,645 | $7.76M | 0.06% | −1,700−1.2% | Reduced |
| FMR LLC | 140,336 | $7.97M | 0.00% | +16,404+13.2% | Added |
| UBS Group AG | 160,361 | $9.10M | 0.00% | +16,650+11.6% | Added |
| Royce & Associates LP | 174,613 | $9.91M | 0.09% | −4,256−2.4% | Reduced |
| HSBC Holdings PLC | 175,283 | $9.95M | 0.01% | +70,787+67.7% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 176,314 | $10.0M | 0.04% | +30,295+20.7% | Added |
| Winslow Asset Management Inc | 176,811 | $10.0M | 1.89% | +1,848+1.1% | Added |
| Deutsche Bank AG | 177,817 | $10.1M | 0.00% | +1,469+0.8% | Added |
| Capital Management Corp | 190,330 | $10.8M | 2.06% | −28,197−12.9% | Reduced |
| Legal & General Group Plc | 195,159 | $11.1M | 0.00% | +3,760+2.0% | Added |
| Rhumbline Advisers | 197,822 | $11.2M | 0.01% | −1,167−0.6% | Reduced |
| No Street GP LP | 200,000 | $11.4M | 1.00% | +200,000 | New |
| Nuveen Asset Management, LLC | 205,892 | $11.7M | 0.00% | +183+0.1% | Added |
| Envestnet Asset Management Inc | 231,085 | $13.1M | 0.00% | +47,856+26.1% | Added |
| Stifel Financial Corp | 236,961 | $13.5M | 0.02% | +5,731+2.5% | Added |
| Natixis Advisors, L.P. | 253,662 | $14.4M | 0.03% | +107,213+73.2% | Added |
| SEI Investments Co | 258,695 | $14.7M | 0.02% | +51,690+25.0% | Added |
| Citadel Advisors LLC | 262,224 | $14.9M | 0.01% | +262,224 | New |
| Balyasny Asset Management LLC | 264,616 | $15.0M | 0.04% | +264,616 | New |
| Barclays PLC | 315,626 | $17.9M | 0.01% | +138,939+78.6% | Added |
| Principal Financial Group Inc | 346,907 | $19.7M | 0.01% | −449,849−56.5% | Reduced |
| Raymond James & Associates | 363,668 | $20.6M | 0.01% | −4,313−1.2% | Reduced |
| Emerald Mutual Fund Advisers Trust | 380,711 | $21.6M | 1.13% | 00.0% | Unchanged |
| Tributary Capital Management, LLC | 435,383 | $24.7M | 2.02% | −6,205−1.4% | Reduced |
| Emerald Advisers, LLC | 452,825 | $25.7M | 1.03% | +1,782+0.4% | Added |
| Cramer Rosenthal McGlynn LLC | 461,273 | $26.2M | 1.42% | −61,129−11.7% | Reduced |
| Royal Bank of Canada | 519,690 | $29.5M | 0.01% | +34,298+7.1% | Added |
| Bamco Inc | 547,747 | $31.1M | 0.08% | 00.0% | Unchanged |
| Bank of America Corp | 549,729 | $31.2M | 0.00% | +39,424+7.7% | Added |
| Morgan Stanley | 638,475 | $36.2M | 0.00% | −75,788−10.6% | Reduced |
| Norges Bank | 693,014 | $39.3M | 0.01% | −50,254−6.8% | Reduced |
| Capital World Investors | 719,000 | $40.8M | 0.01% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 726,009 | $41.2M | 0.01% | −28,196−3.7% | Reduced |
| Charles Schwab Investment Management Inc | 843,378 | $47.9M | 0.01% | +28,810+3.5% | Added |
| Northern Trust Corp | 906,791 | $51.5M | 0.01% | −14,906−1.6% | Reduced |
| HighTower Advisors, LLC | 983,679 | $55.8M | 0.09% | −151,516−13.3% | Reduced |
| Dimensional Fund Advisors LP | 1,016,063 | $57.7M | 0.02% | −107,858−9.6% | Reduced |
| Artisan Partners Limited Partnership | 1,076,715 | $61.1M | 0.09% | −2,332−0.2% | Reduced |
| Wells Fargo & Company | 1,079,816 | $61.3M | 0.02% | +2,271+0.2% | Added |
| Westwood Holdings Group Inc. | 1,109,652 | $63.0M | 0.49% | −12,734−1.1% | Reduced |
| Lord, Abbett & Co. LLC | 1,118,245 | $63.5M | 0.20% | +55,402+5.2% | Added |
| JPMorgan Chase & Co | 1,274,633 | $72.4M | 0.01% | +126,751+11.0% | Added |
| Geode Capital Management, LLC | 1,453,230 | $82.5M | 0.01% | +44,214+3.1% | Added |
| Ameriprise Financial Inc | 1,539,404 | $87.4M | 0.02% | +430,973+38.9% | Added |
| Madison Asset Management, LLC | 1,603,609 | $91.0M | 1.12% | +203,960+14.6% | Added |
| Alliancebernstein L.P. | 1,664,998 | $94.5M | 0.03% | −452,399−21.4% | Reduced |
| Heard Capital LLC | 2,117,000 | $120.2M | 7.55% | +258,881+13.9% | Added |