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 |
|---|---|---|---|---|---|
| Covestor Ltd | 4 | $0 | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 0 | $50 | 0.00% | 0 | Unchanged |
| AdvisorNet Financial, Inc | 4 | $227 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 4 | $227 | 0.00% | +4 | New |
| SJS Investment Consulting Inc. | 7 | $399 | 0.00% | −3−30.0% | Reduced |
| Abound Wealth Management | 8 | $455 | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 10 | $569 | 0.00% | +10 | New |
| Innealta Capital, LLC | 18 | $1.02K | 0.00% | +18 | New |
| JFS Wealth Advisors, LLC | 29 | $1.65K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 29 | $1.65K | 0.00% | 00.0% | Unchanged |
| Triad Wealth Partners, LLC | 31 | $1.76K | 0.00% | +31 | New |
| Allworth Financial LP | 31 | $2.00K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 39 | $2.22K | 0.00% | +5+14.7% | Added |
| Massmutual Trust Co FSB | 39 | $2.22K | 0.00% | −1−2.5% | Reduced |
| Sound Income Strategies, LLC | 44 | $2.50K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 45 | $2.56K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 45 | $2.56K | 0.00% | +40+800.0% | Added |
| Versant Capital Management, Inc | 51 | $2.90K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 55 | $3.00K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 54 | $3.07K | 0.00% | +54 | New |
| International Assets Investment Management, LLC | 57 | $3.24K | 0.00% | +57 | New |
| NBT Bank N A | 57 | $3.25K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 59 | $3.35K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 72 | $4.09K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 76 | $4.32K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 79 | $4.49K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 112 | $6.66K | 0.00% | +112 | New |
| EverSource Wealth Advisors, LLC | 98 | $6.66K | 0.00% | +14+16.7% | Added |
| Parkside Financial Bank & Trust | 119 | $6.77K | 0.00% | +4+3.5% | Added |
| Proequities, Inc. | 131 | $7.45K | 0.00% | −1−0.8% | Reduced |
| Private Wealth Management Group, LLC | 147 | $8.36K | 0.00% | +82+126.2% | Added |
| SRS Capital Advisors, Inc. | 155 | $8.81K | 0.00% | +155 | New |
| Fifth Third Bancorp | 180 | $10.2K | 0.00% | +44+32.4% | Added |
| Jones Financial Companies LLLP | 189 | $10.7K | 0.00% | +189 | New |
| Capital Advisors, Ltd. LLC | 200 | $11.0K | 0.00% | +200 | New |
| GWM Advisors LLC | 198 | $11.3K | 0.00% | −78−28.3% | Reduced |
| Rise Advisors, LLC | 228 | $12.9K | 0.01% | +3+1.3% | Added |
| Smartleaf Asset Management LLC | 249 | $13.6K | 0.00% | +170+215.2% | Added |
| CIBC Private Wealth Group, LLC | 261 | $15.1K | 0.00% | −200−43.4% | Reduced |
| Lindbrook Capital, LLC | 273 | $15.5K | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 300 | $17.1K | 0.00% | +300 | New |
| City State Bank | 350 | $19.9K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 361 | $20.5K | 0.00% | +86+31.3% | Added |
| Ronald Blue Trust, Inc. | 369 | $20.9K | 0.00% | +367+18,350.0% | Added |
| Trust Co of Vermont | 371 | $21.1K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 380 | $21.6K | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 413 | $23.5K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 450 | $25.6K | 0.00% | +399+782.4% | Added |
| GAMMA Investing LLC | 461 | $26.2K | 0.00% | +129+38.9% | Added |
| Raffa Wealth Management, LLC | 463 | $26.3K | 0.01% | 00.0% | Unchanged |
| Umb Bank N A | 497 | $28.3K | 0.00% | +193+63.5% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 543 | $30.9K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Co | 700 | $39.8K | 0.01% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 716 | $40.7K | 0.01% | +59+9.0% | Added |
| Eagle Bay Advisors LLC | 770 | $43.8K | 0.03% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 828 | $47.1K | 0.00% | +7+0.9% | Added |
| Private Trust Co NA | 1,060 | $60.3K | 0.01% | +16+1.5% | Added |
| First Horizon Advisors, Inc. | 1,099 | $62.5K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 1,128 | $64.5K | 0.00% | +968+605.0% | Added |
| Signaturefd, LLC | 1,214 | $69.0K | 0.00% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 1,356 | $77.1K | 0.00% | −28−2.0% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 1,465 | $83.0K | 0.00% | +629+75.2% | Added |
| Parallel Advisors, LLC | 1,541 | $87.6K | 0.00% | −139−8.3% | Reduced |
| HM Payson & Co | 1,573 | $89.4K | 0.00% | −30−1.9% | Reduced |
| State of Wyoming | 1,583 | $90.0K | 0.01% | +1,583 | New |
| KBC Group NV | 1,663 | $95.0K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 1,909 | $108.0K | 0.00% | +1,300+213.5% | Added |
| Nisa Investment Advisors, LLC | 1,943 | $110.5K | 0.00% | −5,600−74.2% | Reduced |
| Headlands Technologies LLC | 1,992 | $113.3K | 0.01% | +1,992 | New |
| CWM, LLC | 2,348 | $134.0K | 0.00% | +34+1.5% | Added |
| nVerses Capital, LLC | 3,000 | $170.6K | 0.10% | +1,500+100.0% | Added |
| Walleye Capital LLC | 3,086 | $175.5K | 0.00% | +3,086 | New |
| Advisor Group Holdings, Inc. | 3,406 | $193.6K | 0.00% | −986−22.4% | Reduced |
| Simon Quick Advisors, LLC | 3,534 | $200.9K | 0.01% | +4+0.1% | Added |
| Profund Advisors LLC | 3,574 | $203.2K | 0.01% | −157−4.2% | Reduced |
| Wedbush Securities Inc | 3,623 | $206.0K | 0.01% | −216−5.6% | Reduced |
| Trajan Wealth LLC | 3,698 | $210.3K | 0.01% | −254−6.4% | Reduced |
| Franklin Resources Inc | 3,878 | $220.5K | 0.00% | 00.0% | Unchanged |
| PDT Partners, LLC | 3,989 | $226.8K | 0.02% | −24,342−85.9% | Reduced |
| CIBC Asset Management Inc | 4,069 | $231.4K | 0.00% | −125−3.0% | Reduced |
| Raymond James Trust N.A. | 4,150 | $236.0K | 0.01% | −94−2.2% | Reduced |
| Captrust Financial Advisors | 4,152 | $236.1K | 0.00% | −135−3.1% | Reduced |
| Snowden Capital Advisors LLC | 4,209 | $239.3K | 0.01% | −76−1.8% | Reduced |
| Mackenzie Financial Corp | 4,223 | $240.1K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 4,230 | $240.5K | 0.01% | +4,230 | New |
| Heritage Wealth Management, LLC | 4,270 | $242.8K | 0.13% | −502−10.5% | Reduced |
| Heritage Family Offices, LLP | 4,270 | $242.8K | 0.13% | +4,270 | New |
| Juncture Wealth Strategies, LLC | 4,400 | $250.2K | 0.10% | −1,900−30.2% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 4,481 | $254.8K | 0.00% | −4−0.1% | Reduced |
| Tritonpoint Wealth, LLC | 4,492 | $255.4K | 0.02% | 00.0% | Unchanged |
| Xponance, Inc. | 4,501 | $255.9K | 0.00% | +426+10.5% | Added |
| Integrated Wealth Concepts LLC | 4,538 | $258.0K | 0.00% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 4,525 | $258.6K | 0.00% | +4,525 | New |
| Crossmark Global Holdings, Inc. | 4,543 | $259.0K | 0.00% | −46−1.0% | Reduced |
| Equitable Holdings, Inc. | 4,600 | $261.6K | 0.00% | 00.0% | Unchanged |
| STRS Ohio | 4,600 | $261.6K | 0.00% | +1,600+53.3% | Added |
| Private Advisor Group, LLC | 5,050 | $287.2K | 0.00% | +435+9.4% | Added |
| Clearstead Advisors, LLC | 5,570 | $316.7K | 0.01% | +5,570 | New |
| Truist Financial Corp | 5,760 | $327.5K | 0.00% | −200−3.4% | Reduced |
| Creative Planning | 5,872 | $333.9K | 0.00% | −355−5.7% | Reduced |