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 |
|---|---|---|---|---|---|
| Cipher Capital LP | 6,294 | $357.3K | 0.17% | +6,294 | New |
| Creative Planning | 6,227 | $353.5K | 0.00% | +161+2.7% | Added |
| JustInvest LLC | 6,197 | $351.8K | 0.01% | +779+14.4% | Added |
| O'Rourke & Company, Inc | 6,181 | $351.0K | 0.20% | +537+9.5% | Added |
| Nebula Research & Development LLC | 6,141 | $348.6K | 0.08% | −4,904−44.4% | Reduced |
| Allianz Asset Management GmbH | 6,105 | $346.6K | 0.00% | −764−11.1% | Reduced |
| Susquehanna International Group, LLP | 6,066 | $344.4K | 0.00% | −68,693−91.9% | Reduced |
| Kolinsky Wealth Management, LLC | 6,034 | $342.6K | 0.26% | −23−0.4% | Reduced |
| Riverview Capital Advisers, LLC | 5,980 | $339.5K | 0.12% | 00.0% | Unchanged |
| Truist Financial Corp | 5,960 | $338.4K | 0.00% | +69+1.2% | Added |
| First National Advisers, LLC | 5,900 | $334.9K | 0.07% | +5,900 | New |
| Jefferies Financial Group Inc. | 5,711 | $324.2K | 0.01% | −2,512−30.5% | Reduced |
| KLR Investment Advisors, LLC | 5,966 | $317.5K | 0.23% | +1,301+27.9% | Added |
| Entropy Technologies, LP | 5,492 | $311.8K | 0.03% | +397+7.8% | Added |
| Centiva Capital, LP | 5,210 | $295.8K | 0.02% | +1,453+38.7% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 4,972 | $282.3K | 0.01% | +20.0% | Added |
| Heritage Wealth Management, LLC | 4,772 | $270.9K | 0.14% | −154−3.1% | Reduced |
| Private Advisor Group, LLC | 4,615 | $262.0K | 0.00% | +4,615 | New |
| Equitable Holdings, Inc. | 4,600 | $261.1K | 0.00% | +4,600 | New |
| Crossmark Global Holdings, Inc. | 4,589 | $260.0K | 0.00% | +206+4.7% | Added |
| Integrated Wealth Concepts LLC | 4,538 | $257.6K | 0.00% | −17−0.4% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 4,485 | $254.6K | 0.00% | −49−1.1% | Reduced |
| Tritonpoint Wealth, LLC | 4,492 | $252.1K | 0.03% | 00.0% | Unchanged |
| XTX Topco Ltd | 4,414 | $250.6K | 0.03% | +4,414 | New |
| Advisor Group Holdings, Inc. | 4,392 | $249.3K | 0.00% | −28,904−86.8% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 4,347 | $246.8K | 0.00% | −426−8.9% | Reduced |
| Captrust Financial Advisors | 4,287 | $243.4K | 0.00% | −21,031−83.1% | Reduced |
| Snowden Capital Advisors LLC | 4,285 | $243.3K | 0.01% | −132−3.0% | Reduced |
| Raymond James Trust N.A. | 4,244 | $240.9K | 0.01% | −63−1.5% | Reduced |
| Mackenzie Financial Corp | 4,223 | $239.7K | 0.00% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 4,203 | $239.0K | 0.00% | −11,025−72.4% | Reduced |
| CIBC Asset Management Inc | 4,194 | $238.1K | 0.00% | −34−0.8% | Reduced |
| Envoi LLC | 4,115 | $233.6K | 0.55% | +4,115 | New |
| Xponance, Inc. | 4,075 | $231.3K | 0.00% | +12+0.3% | Added |
| Trajan Wealth LLC | 3,952 | $224.4K | 0.02% | +3,952 | New |
| Franklin Resources Inc | 3,878 | $220.2K | 0.00% | −159−3.9% | Reduced |
| Wedbush Securities Inc | 3,839 | $218.0K | 0.01% | +3,839 | New |
| Profund Advisors LLC | 3,731 | $211.8K | 0.01% | −527−12.4% | Reduced |
| Advisors Asset Management, Inc. | 3,621 | $205.6K | 0.00% | −1,058−22.6% | Reduced |
| National Asset Management, Inc. | 4,513 | $203.7K | 0.01% | +4,513 | New |
| Simon Quick Advisors, LLC | 3,530 | $200.4K | 0.02% | +3,530 | New |
| Metropolitan Life Insurance Co | 3,512 | $199.4K | 0.01% | −336−8.7% | Reduced |
| STRS Ohio | 3,000 | $170.0K | 0.00% | −1,500−33.3% | Reduced |
| CWM, LLC | 2,314 | $131.0K | 0.00% | +2,019+684.4% | Added |
| Quest Partners LLC | 2,125 | $120.6K | 0.02% | +2,125 | New |
| Tower Research Capital LLC (TRC) | 1,909 | $108.4K | 0.00% | −7,114−78.8% | Reduced |
| Parallel Advisors, LLC | 1,680 | $95.4K | 0.00% | 00.0% | Unchanged |
| KBC Group NV | 1,663 | $94.0K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 1,603 | $91.0K | 0.00% | +672+72.2% | Added |
| nVerses Capital, LLC | 1,500 | $85.2K | 0.20% | +1,500 | New |
| PEAK6 Investments LLC | 1,384 | $78.6K | 0.00% | −4,299−75.6% | Reduced |
| Signaturefd, LLC | 1,214 | $68.9K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 1,099 | $62.4K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 1,044 | $59.3K | 0.01% | +424+68.4% | Added |
| Benjamin F. Edwards & Company, Inc. | 836 | $47.0K | 0.00% | +699+510.2% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 821 | $46.6K | 0.00% | +821 | New |
| Eagle Bay Advisors LLC | 770 | $43.7K | 0.03% | 00.0% | Unchanged |
| Colonial Trust Co | 700 | $39.7K | 0.01% | +476+212.5% | Added |
| Hexagon Capital Partners LLC | 657 | $37.3K | 0.01% | +392+147.9% | Added |
| Simplex Trading, LLC | 609 | $34.0K | 0.00% | +609 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 543 | $30.8K | 0.01% | +543 | New |
| Raffa Wealth Management, LLC | 463 | $26.3K | 0.01% | +463 | New |
| CIBC Private Wealth Group, LLC | 461 | $25.9K | 0.00% | +461 | New |
| Allspring Global Investments Holdings, LLC | 413 | $23.4K | 0.00% | +413 | New |
| Nomura Asset Management Co Ltd | 380 | $21.6K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 371 | $21.1K | 0.00% | 00.0% | Unchanged |
| City State Bank | 350 | $20.0K | 0.01% | −200−36.4% | Reduced |
| GAMMA Investing LLC | 332 | $18.8K | 0.00% | −287−46.4% | Reduced |
| Umb Bank N A | 304 | $17.3K | 0.00% | +28+10.1% | Added |
| GWM Advisors LLC | 276 | $15.7K | 0.00% | +1+0.4% | Added |
| Global Retirement Partners, LLC | 275 | $15.6K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 273 | $15.5K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 225 | $12.8K | 0.01% | +225 | New |
| Catalyst Funds Management Pty Ltd | 200 | $11.4K | 0.00% | +200 | New |
| Farther Finance Advisors, LLC | 160 | $8.99K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 136 | $7.72K | 0.00% | −47−25.7% | Reduced |
| Proequities, Inc. | 132 | $7.49K | 0.00% | −3−2.2% | Reduced |
| Carolinas Wealth Consulting LLC | 122 | $6.93K | 0.00% | +122 | New |
| Parkside Financial Bank & Trust | 115 | $6.53K | 0.00% | +105+1,050.0% | Added |
| Smartleaf Asset Management LLC | 79 | $4.54K | 0.00% | +79 | New |
| IFP Advisors, Inc | 79 | $4.49K | 0.00% | −79−50.0% | Reduced |
| First Financial Corp | 79 | $4.48K | 0.00% | +79 | New |
| Principal Securities, Inc. | 76 | $4.32K | 0.00% | −104−57.8% | Reduced |
| EverSource Wealth Advisors, LLC | 84 | $4.12K | 0.00% | +25+42.4% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 72 | $4.09K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 65 | $3.69K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 59 | $3.35K | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 57 | $3.21K | 0.00% | +1+1.8% | Added |
| Harbor Investment Advisory, LLC | 54 | $3.07K | 0.00% | +54 | New |
| Bessemer Group Inc | 55 | $3.00K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 51 | $2.90K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 51 | $2.90K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 45 | $2.56K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 44 | $2.50K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 40 | $2.27K | 0.00% | +30+300.0% | Added |
| Mather Group, LLC. | 39 | $2.19K | 0.00% | +39 | New |
| Huntington National Bank | 34 | $1.93K | 0.00% | −10−22.7% | Reduced |
| Allworth Financial LP | 31 | $1.76K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 29 | $1.65K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 29 | $1.65K | 0.00% | 00.0% | Unchanged |