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 |
|---|---|---|---|---|---|
| State Street Corp | 2,623,802 | $149.0M | 0.01% | +63,108+2.5% | Added |
| Timucuan Asset Management Inc | 3,027,630 | $171.9M | 5.80% | +50,403+1.7% | Added |
| Goldman Sachs Group Inc | 3,222,361 | $182.9M | 0.04% | −152,024−4.5% | Reduced |
| Wasatch Advisors Inc | 3,417,643 | $194.0M | 1.01% | +159,797+4.9% | Added |
| London Co of Virginia | 3,580,584 | $203.3M | 1.07% | +112,406+3.2% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 7,142,856 | $405.5M | 0.94% | +60,966+0.9% | Added |
| Vanguard Group Inc | 7,769,940 | $441.1M | 0.01% | −2,7020.0% | Reduced |
| BlackRock Inc. | 7,977,784 | $452.9M | 0.01% | −24,813−0.3% | Reduced |
| Vaughan Nelson Investment Management, L.P. | 0 | $0 | 0.00% | −752,615−100.0% | Sold out |
| Azora Capital LP | 0 | $0 | 0.00% | −188,858−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −58,661−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −54,584−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −41,430−100.0% | Sold out |
| CenterBook Partners LP | 0 | $0 | 0.00% | −26,553−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −21,091−100.0% | Sold out |
| Friedenthal Financial | 0 | $0 | 0.00% | −12,976−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −11,363−100.0% | Sold out |
| Curated Wealth Partners LLC | 0 | $0 | 0.00% | −9,622−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −8,759−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −8,300−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −6,454−100.0% | Sold out |
| Vestcor Inc | 0 | $0 | 0.00% | −5,492−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −4,901−100.0% | Sold out |
| FDx Advisors, Inc. | 0 | $0 | 0.00% | −4,494−100.0% | Sold out |
| Scientech Research LLC | 0 | $0 | 0.00% | −4,280−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −3,876−100.0% | Sold out |
| Shell Asset Management Co | 0 | $0 | 0.00% | −3,852−100.0% | Sold out |
| Cetera Advisor Networks LLC | 0 | $0 | 0.00% | −3,774−100.0% | Sold out |
| Tradition Wealth Management, LLC | 0 | $0 | 0.00% | −1,260−100.0% | Sold out |
| Mendota Financial Group, LLC | 0 | $0 | 0.00% | −614−100.0% | Sold out |
| Fairfield, Bush & Co. | 0 | $0 | 0.00% | −213−100.0% | Sold out |
| Turtle Creek Wealth Advisors, LLC | 0 | $0 | 0.00% | −77−100.0% | Sold out |
| Bokf, NA | 0 | $0 | 0.00% | −14−100.0% | Sold out |
| Tfo-TDC, LLC | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| Glassman Wealth Services | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| DFPG Investments, LLC | – | – | – | – | Not filed |