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, Q2 2024
Institutional positions in Moelis & Co as of Jun 30, 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
- 294
- −10 vs. Q1 2024
- Shares held
- 72.6M
- +14.8K (0.0%) vs. Q1 2024
- Total value
- $4.13B
- +$8.70M (+0.2%) vs. Q1 2024
- New holders
- 33
- 116 more added
- Sold out
- 43
- 92 more reduced
4 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding Moelis & Co; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 8,153,938 | $463.6M | 0.01% | +383,998+4.9% | Added |
| BlackRock Inc. | 8,149,615 | $463.4M | 0.01% | +171,831+2.2% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 7,190,221 | $408.8M | 1.00% | +47,365+0.7% | Added |
| London Co of Virginia | 3,622,548 | $206.0M | 1.16% | +41,964+1.2% | Added |
| Wasatch Advisors Inc | 3,581,825 | $203.7M | 1.09% | +164,182+4.8% | Added |
| Timucuan Asset Management Inc | 3,041,565 | $172.9M | 5.94% | +13,935+0.5% | Added |
| State Street Corp | 2,730,680 | $155.3M | 0.01% | +106,878+4.1% | Added |
| Goldman Sachs Group Inc | 2,595,609 | $147.6M | 0.03% | −626,752−19.5% | Reduced |
| Heard Capital LLC | 2,150,710 | $122.3M | 7.46% | +33,710+1.6% | Added |
| Madison Asset Management, LLC | 1,770,835 | $100.7M | 1.25% | +167,226+10.4% | Added |
| Ameriprise Financial Inc | 1,751,753 | $99.6M | 0.03% | +212,349+13.8% | Added |
| Geode Capital Management, LLC | 1,579,618 | $89.8M | 0.01% | +126,388+8.7% | Added |
| JPMorgan Chase & Co | 1,462,303 | $83.1M | 0.01% | +187,670+14.7% | Added |
| Alliancebernstein L.P. | 1,421,491 | $80.8M | 0.03% | −243,507−14.6% | Reduced |
| Lord, Abbett & Co. LLC | 1,119,432 | $63.7M | 0.21% | +1,187+0.1% | Added |
| Wells Fargo & Company | 1,070,321 | $60.9M | 0.02% | −9,495−0.9% | Reduced |
| Artisan Partners Limited Partnership | 1,069,169 | $60.8M | 0.09% | −7,546−0.7% | Reduced |
| HighTower Advisors, LLC | 1,035,441 | $58.9M | 0.09% | +51,762+5.3% | Added |
| Charles Schwab Investment Management Inc | 906,090 | $51.5M | 0.01% | +62,712+7.4% | Added |
| Dimensional Fund Advisors LP | 792,670 | $45.1M | 0.01% | −223,393−22.0% | Reduced |
| Bank of New York Mellon Corp | 755,541 | $43.0M | 0.01% | +29,532+4.1% | Added |
| Capital World Investors | 719,000 | $40.9M | 0.01% | 00.0% | Unchanged |
| Northern Trust Corp | 716,996 | $40.8M | 0.01% | −189,795−20.9% | Reduced |
| Natixis Advisors, L.P. | 708,140 | $40.3M | 0.09% | +454,478+179.2% | Added |
| Norges Bank | 659,209 | $37.5M | 0.01% | −33,805−4.9% | Reduced |
| Morgan Stanley | 634,225 | $36.1M | 0.00% | −4,250−0.7% | Reduced |
| Royal Bank of Canada | 591,790 | $33.6M | 0.01% | +72,100+13.9% | Added |
| Westwood Holdings Group Inc. | 585,475 | $33.3M | 0.16% | −524,177−47.2% | Reduced |
| Bamco Inc | 547,747 | $31.1M | 0.09% | 00.0% | Unchanged |
| Bank of America Corp | 544,402 | $31.0M | 0.00% | −5,327−1.0% | Reduced |
| Tributary Capital Management, LLC | 436,542 | $24.8M | 2.06% | +1,159+0.3% | Added |
| Emerald Advisers, LLC | 434,486 | $24.7M | 1.04% | −18,339−4.0% | Reduced |
| Voya Investment Management LLC | 394,625 | $22.4M | 0.02% | +357,200+954.4% | Added |
| Emerald Mutual Fund Advisers Trust | 380,711 | $21.6M | 1.13% | 00.0% | Unchanged |
| Cramer Rosenthal McGlynn LLC | 380,207 | $21.6M | 1.27% | −81,066−17.6% | Reduced |
| Raymond James & Associates | 370,866 | $21.1M | 0.01% | +7,198+2.0% | Added |
| Principal Financial Group Inc | 349,692 | $19.9M | 0.01% | +2,785+0.8% | Added |
| SEI Investments Co | 305,871 | $17.4M | 0.02% | +47,176+18.2% | Added |
| Envestnet Asset Management Inc | 293,529 | $16.7M | 0.01% | +62,444+27.0% | Added |
| Barclays PLC | 265,116 | $15.1M | 0.01% | −50,510−16.0% | Reduced |
| HSBC Holdings PLC | 246,655 | $14.1M | 0.01% | +71,372+40.7% | Added |
| Stifel Financial Corp | 237,010 | $13.5M | 0.02% | +490.0% | Added |
| Nuveen Asset Management, LLC | 207,912 | $11.8M | 0.00% | +2,020+1.0% | Added |
| Rhumbline Advisers | 201,473 | $11.5M | 0.01% | +3,651+1.8% | Added |
| Legal & General Group Plc | 195,877 | $11.1M | 0.00% | +718+0.4% | Added |
| Deutsche Bank AG | 194,813 | $11.1M | 0.01% | +16,996+9.6% | Added |
| Capital Management Corp | 186,995 | $10.6M | 2.13% | −3,335−1.8% | Reduced |
| UBS Group AG | 186,048 | $10.6M | 0.00% | +25,687+16.0% | Added |
| Royce & Associates LP | 180,528 | $10.3M | 0.10% | +5,915+3.4% | Added |
| Winslow Asset Management Inc | 173,818 | $9.88M | 1.95% | −2,993−1.7% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 162,272 | $9.23M | 0.04% | −14,042−8.0% | Reduced |
| UBS Asset Management Americas Inc | 158,866 | $9.03M | 0.00% | +79,632+100.5% | Added |
| Public Sector Pension Investment Board | 154,814 | $8.80M | 0.06% | +18,169+13.3% | Added |
| Wealth Enhancement Advisory Services, LLC | 135,399 | $7.70M | 0.02% | +46,226+51.8% | Added |
| Swiss National Bank | 131,200 | $7.46M | 0.01% | −400−0.3% | Reduced |
| FMR LLC | 125,920 | $7.16M | 0.00% | −14,416−10.3% | Reduced |
| First Eagle Investment Management, LLC | 124,951 | $7.10M | 0.02% | +19,300+18.3% | Added |
| Susquehanna Portfolio Strategies, LLC | 109,275 | $6.21M | 0.26% | 00.0% | Unchanged |
| Citadel Advisors LLC | 104,263 | $5.93M | 0.01% | −157,961−60.2% | Reduced |
| Regions Financial Corp | 100,982 | $5.74M | 0.04% | −790−0.8% | Reduced |
| Invesco Ltd. | 99,903 | $5.68M | 0.00% | −332−0.3% | Reduced |
| Jennison Associates LLC | 93,523 | $5.32M | 0.00% | +442+0.5% | Added |
| Cinctive Capital Management LP | 83,943 | $4.77M | 0.26% | +83,943 | New |
| Great West Life Assurance Co | 78,985 | $4.49M | 0.01% | +20,135+34.2% | Added |
| Mutual of America Capital Management LLC | 78,768 | $4.48M | 0.05% | −509−0.6% | Reduced |
| Jane Street Group, LLC | 78,032 | $4.44M | 0.00% | −43,884−36.0% | Reduced |
| Prudential Financial Inc | 76,732 | $4.36M | 0.01% | +688+0.9% | Added |
| Allianz Asset Management GmbH | 66,866 | $3.80M | 0.01% | +60,761+995.3% | Added |
| Palisades Investment Partners, LLC | 65,868 | $3.75M | 1.85% | +65,868 | New |
| California State Teachers Retirement System | 65,353 | $3.72M | 0.00% | −1,319−2.0% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 63,422 | $3.61M | 0.04% | 00.0% | Unchanged |
| Fisher Asset Management, LLC | 62,350 | $3.55M | 0.00% | −12,028−16.2% | Reduced |
| Salvus Wealth Management, LLC | 60,450 | $3.44M | 2.36% | −1,203−2.0% | Reduced |
| New York State Common Retirement Fund | 59,264 | $3.37M | 0.00% | +2,664+4.7% | Added |
| Thrivent Financial for Lutherans | 58,405 | $3.32M | 0.01% | +572+1.0% | Added |
| Blue Zone Wealth Advisors, LLC | 58,054 | $3.30M | 1.14% | +1,459+2.6% | Added |
| SpiderRock Advisors, LLC | 57,490 | $3.27M | 0.09% | +57,490 | New |
| Richard Bernstein Advisors LLC | 56,774 | $3.23M | 0.07% | +130.0% | Added |
| Vestmark Advisory Solutions, Inc. | 55,211 | $3.14M | 0.13% | +1,333+2.5% | Added |
| Manufacturers Life Insurance Company, The | 54,462 | $3.10M | 0.00% | +5,954+12.3% | Added |
| Oppenheimer Asset Management Inc. | 51,275 | $2.92M | 0.04% | +16,965+49.4% | Added |
| Grandeur Peak Global Advisors, LLC | 50,447 | $2.87M | 0.23% | −41,467−45.1% | Reduced |
| Park Circle Co | 50,176 | $2.85M | 2.81% | 00.0% | Unchanged |
| Cornerstone Investment Partners, LLC | 50,012 | $2.84M | 0.14% | +3,841+8.3% | Added |
| Citigroup Inc | 49,838 | $2.83M | 0.00% | +7,167+16.8% | Added |
| NewEdge Wealth, LLC | 49,823 | $2.83M | 0.06% | −1,049−2.1% | Reduced |
| Victory Capital Management Inc | 49,489 | $2.81M | 0.00% | −28,857−36.8% | Reduced |
| LPL Financial LLC | 48,896 | $2.78M | 0.00% | +4,934+11.2% | Added |
| Diversify Advisory Services, LLC | 47,551 | $2.77M | 0.15% | −17,079−26.4% | Reduced |
| Neuberger Berman Group LLC | 47,833 | $2.72M | 0.00% | +1,745+3.8% | Added |
| Comerica Bank | 47,520 | $2.70M | 0.01% | −1,826−3.7% | Reduced |
| Pathstone Holdings, LLC | 47,124 | $2.68M | 0.01% | +160+0.3% | Added |
| First National Bank of Omaha | 45,013 | $2.56M | 0.17% | +709+1.6% | Added |
| State of Alaska, Department of Revenue | 41,306 | $2.35M | 0.03% | +694+1.7% | Added |
| Corebridge Financial, Inc. | 40,983 | $2.33M | 0.01% | +40,983 | New |
| MetLife Investment Management | 40,755 | $2.32M | 0.01% | +6,236+18.1% | Added |
| Brinker Capital Investments, LLC | 40,261 | $2.29M | 0.02% | −3,599−8.2% | Reduced |
| Orion Portfolio Solutions, LLC | 40,261 | $2.29M | 0.02% | −3,599−8.2% | Reduced |
| Price T Rowe Associates Inc | 39,738 | $2.26M | 0.00% | +3,972+11.1% | Added |
| Illinois Municipal Retirement Fund | 38,852 | $2.21M | 0.03% | −475−1.2% | Reduced |