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 of Alaska, Department of Revenue | 40,612 | $2.31M | 0.03% | −380−0.9% | Reduced |
| Janney Montgomery Scott LLC | 39,461 | $2.24M | 0.01% | +3,283+9.1% | Added |
| Qube Research & Technologies Ltd | 39,353 | $2.23M | 0.00% | +19,910+102.4% | Added |
| Illinois Municipal Retirement Fund | 39,327 | $2.23M | 0.03% | +3,217+8.9% | Added |
| Voya Investment Management LLC | 37,425 | $2.12M | 0.00% | −4,643−11.0% | Reduced |
| American International Group, Inc. | 36,040 | $2.05M | 0.01% | −320−0.9% | Reduced |
| Price T Rowe Associates Inc | 35,766 | $2.03M | 0.00% | +2,428+7.3% | Added |
| Man Group plc | 35,275 | $2.00M | 0.01% | +2,752+8.5% | Added |
| Eagle Rock Investment Company, LLC | 34,888 | $1.98M | 0.37% | 00.0% | Unchanged |
| MetLife Investment Management | 34,519 | $1.96M | 0.01% | −750−2.1% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 34,388 | $1.95M | 0.01% | −187−0.5% | Reduced |
| Oppenheimer Asset Management Inc. | 34,310 | $1.95M | 0.03% | −12,053−26.0% | Reduced |
| M&T Bank Corp | 33,845 | $1.92M | 0.01% | +7,032+26.2% | Added |
| Janus Henderson Group PLC | 33,669 | $1.91M | 0.00% | +10.0% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 33,100 | $1.88M | 0.01% | +33,100 | New |
| Louisiana State Employees Retirement System | 33,000 | $1.87M | 0.04% | −400−1.2% | Reduced |
| Verdence Capital Advisors LLC | 32,518 | $1.85M | 0.17% | −536−1.6% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 31,698 | $1.80M | 0.10% | −2,051−6.1% | Reduced |
| Yousif Capital Management, LLC | 30,600 | $1.74M | 0.02% | −3,350−9.9% | Reduced |
| Strata Wealth Advisors, LLC | 30,143 | $1.71M | 0.60% | −21,907−42.1% | Reduced |
| PDT Partners, LLC | 28,331 | $1.61M | 0.15% | −55−0.2% | Reduced |
| Alberta Investment Management Corp | 27,729 | $1.57M | 0.02% | −9,771−26.1% | Reduced |
| Quantbot Technologies LP | 27,614 | $1.57M | 0.09% | +27,614 | New |
| American Century Companies Inc | 27,414 | $1.56M | 0.00% | −2,653−8.8% | Reduced |
| Gabelli Funds LLC | 26,550 | $1.51M | 0.01% | 00.0% | Unchanged |
| AMG National Trust Bank | 26,362 | $1.50M | 0.04% | −100.0% | Reduced |
| Assenagon Asset Management S.A. | 26,286 | $1.49M | 0.00% | +26,286 | New |
| Empowered Funds, LLC | 26,148 | $1.48M | 0.03% | +623+2.4% | Added |
| Aquatic Capital Management LLC | 24,900 | $1.41M | 0.05% | +24,900 | New |
| Ensign Peak Advisors, Inc | 22,895 | $1.30M | 0.00% | −1,155−4.8% | Reduced |
| Quadrature Capital Ltd | 22,798 | $1.29M | 0.02% | −8,015−26.0% | Reduced |
| Federation des caisses Desjardins du Quebec | 22,864 | $1.28M | 0.01% | +30+0.1% | Added |
| TownSquare Capital, LLC | 22,368 | $1.27M | 0.02% | +4,346+24.1% | Added |
| Maryland State Retirement & Pension System | 24,022 | $1.23M | 0.02% | −207−0.9% | Reduced |
| Teachers Retirement System of the State of Kentucky | 21,500 | $1.22M | 0.01% | 00.0% | Unchanged |
| Amalgamated Bank | 20,838 | $1.18M | 0.01% | −6,395−23.5% | Reduced |
| Campbell & CO Investment Adviser LLC | 20,809 | $1.18M | 0.10% | +20,809 | New |
| The PNC Financial Services Group, Inc. | 20,063 | $1.14M | 0.00% | −8,258−29.2% | Reduced |
| Two Sigma Advisers, LP | 18,900 | $1.07M | 0.00% | +15,300+425.0% | Added |
| Canada Pension Plan Investment Board | 18,700 | $1.06M | 0.00% | +18,700 | New |
| Mirae Asset Global Investments Co., Ltd. | 27,743 | $1.04M | 0.00% | −2,820−9.2% | Reduced |
| Arizona State Retirement System | 18,321 | $1.04M | 0.01% | −290−1.6% | Reduced |
| Jump Financial, LLC | 18,200 | $1.03M | 0.03% | +18,200 | New |
| Harbor Capital Advisors, Inc. | 18,120 | $1.03M | 0.13% | +18,120 | New |
| Trust Point Inc. | 18,047 | $1.02M | 0.08% | +5,366+42.3% | Added |
| New York State Teachers Retirement System | 18,046 | $1.02M | 0.00% | −2,978−14.2% | Reduced |
| Russell Investments Group, Ltd. | 17,964 | $1.02M | 0.00% | −9,737−35.2% | Reduced |
| Oregon Public Employees Retirement Fund | 17,867 | $1.01M | 0.02% | −1,633−8.4% | Reduced |
| State of Tennessee, Treasury Department | 17,465 | $991.5K | 0.00% | −4,250−19.6% | Reduced |
| Cookson Peirce & Co Inc | 16,620 | $944.0K | 0.05% | +16,620 | New |
| Campbell Newman Asset Management Inc | 16,219 | $920.8K | 0.07% | +392+2.5% | Added |
| Harbor Advisors LLC | 14,800 | $840.2K | 0.15% | 00.0% | Unchanged |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 14,397 | $817.3K | 0.01% | +11+0.1% | Added |
| UniSuper Management Pty Ltd | 14,103 | $800.6K | 0.01% | +14,103 | New |
| Tudor Investment Corp Et Al | 13,924 | $790.5K | 0.01% | +13,924 | New |
| SkyView Investment Advisors, LLC | 13,678 | $776.0K | 0.14% | +13,678 | New |
| Cerity Partners LLC | 13,555 | $769.5K | 0.00% | +8,046+146.1% | Added |
| ProShare Advisors LLC | 13,469 | $764.6K | 0.00% | +926+7.4% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 13,409 | $761.2K | 0.00% | −928−6.5% | Reduced |
| State of Wisconsin Investment Board | 12,933 | $734.2K | 0.00% | −2,281−15.0% | Reduced |
| Edgestream Partners, L.P. | 12,660 | $718.7K | 0.04% | +12,660 | New |
| First Hawaiian Bank | 12,626 | $716.8K | 0.02% | 00.0% | Unchanged |
| Millennium Management LLC | 12,397 | $703.8K | 0.00% | −13,276−51.7% | Reduced |
| Omers Administration Corp | 11,800 | $669.9K | 0.01% | +11,800 | New |
| Quantum Private Wealth, LLC | 11,752 | $667.2K | 0.25% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 11,751 | $667.0K | 0.00% | 00.0% | Unchanged |
| Ausbil Investment Management Ltd | 11,526 | $647.4K | 0.32% | −2,726−19.1% | Reduced |
| O'Shaughnessy Asset Management, LLC | 11,067 | $628.3K | 0.01% | +790+7.7% | Added |
| Resources Investment Advisors, LLC. | 10,695 | $607.2K | 0.01% | +258+2.5% | Added |
| US Bancorp | 10,676 | $606.1K | 0.00% | −555−4.9% | Reduced |
| Naples Global Advisors, LLC | 9,846 | $559.0K | 0.06% | −1,325−11.9% | Reduced |
| Wesbanco Bank Inc | 9,809 | $556.9K | 0.02% | +9,809 | New |
| Apollon Wealth Management, LLC | 9,637 | $547.1K | 0.02% | −299−3.0% | Reduced |
| State Board of Administration of Florida Retirement System | 14,043 | $539.8K | 0.00% | −5,040−26.4% | Reduced |
| Pictet Asset Management Holding SA | 9,433 | $535.7K | 0.00% | +1,809+23.7% | Added |
| Pitcairn Co | 9,304 | $528.2K | 0.03% | +107+1.2% | Added |
| Steward Partners Investment Advisory, LLC | 9,115 | $517.5K | 0.01% | −1,043−10.3% | Reduced |
| Peak Financial Advisors LLC | 8,715 | $494.8K | 0.30% | +245+2.9% | Added |
| ExodusPoint Capital Management, LP | 8,610 | $489.0K | 0.01% | +8,610 | New |
| Mariner, LLC | 8,302 | $471.3K | 0.00% | +249+3.1% | Added |
| Fox Run Management, L.L.C. | 8,013 | $454.9K | 0.10% | +8,013 | New |
| MML Investors Services, LLC | 8,003 | $454.0K | 0.00% | +416+5.5% | Added |
| Teza Capital Management LLC | 7,778 | $441.6K | 0.06% | −10,245−56.8% | Reduced |
| Everence Capital Management Inc | 7,690 | $437.0K | 0.03% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 7,648 | $434.0K | 0.00% | 00.0% | Unchanged |
| Duality Advisers, LP | 7,594 | $431.1K | 0.04% | +3,026+66.2% | Added |
| Jacobs Levy Equity Management, Inc | 7,558 | $429.1K | 0.00% | −32,296−81.0% | Reduced |
| Armistice Capital, LLC | 7,553 | $428.8K | 0.01% | +7,553 | New |
| Nisa Investment Advisors, LLC | 7,543 | $428.2K | 0.00% | +5,950+373.5% | Added |
| Cetera Investment Advisers | 7,292 | $414.0K | 0.00% | +7,292 | New |
| Bank of Montreal | 6,989 | $401.2K | 0.00% | −5,356−43.4% | Reduced |
| D.A. Davidson & Co. | 7,056 | $400.6K | 0.00% | 00.0% | Unchanged |
| Capital Investment Advisory Services, LLC | 6,732 | $382.2K | 0.04% | +4+0.1% | Added |
| Ameritas Investment Partners, Inc. | 6,667 | $378.5K | 0.01% | −253−3.7% | Reduced |
| Brevan Howard Capital Management LP | 6,594 | $374.3K | 0.03% | +6,594 | New |
| Argent Trust Co | 6,575 | $373.3K | 0.02% | +2,730+71.0% | Added |
| Inceptionr LLC | 6,561 | $372.5K | 0.10% | +6,561 | New |
| Arden Trust Co | 6,350 | $360.5K | 0.05% | +10+0.2% | Added |
| 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 |