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 |
|---|---|---|---|---|---|
| D. E. Shaw & Co., Inc. | 5,910 | $336.0K | 0.00% | +5,910 | New |
| Riverview Capital Advisers, LLC | 5,980 | $340.0K | 0.11% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 6,007 | $342.0K | 0.00% | +1,804+42.9% | Added |
| Cerity Partners LLC | 6,026 | $342.7K | 0.00% | −7,529−55.5% | Reduced |
| Kolinsky Wealth Management, LLC | 6,040 | $343.4K | 0.25% | +6+0.1% | Added |
| Balyasny Asset Management LLC | 6,061 | $344.6K | 0.00% | −258,555−97.7% | Reduced |
| Cetera Investment Advisers | 6,084 | $345.9K | 0.00% | −1,208−16.6% | Reduced |
| O'Rourke & Company, Inc | 6,195 | $352.0K | 0.20% | +14+0.2% | Added |
| Arden Trust Co | 6,274 | $356.7K | 0.05% | −76−1.2% | Reduced |
| JustInvest LLC | 6,390 | $363.4K | 0.01% | +193+3.1% | Added |
| First National Advisers, LLC | 6,489 | $369.0K | 0.07% | +589+10.0% | Added |
| Everence Capital Management Inc | 7,690 | $377.0K | 0.03% | 00.0% | Unchanged |
| Algert Global LLC | 6,711 | $381.6K | 0.01% | +6,711 | New |
| Capital Investment Advisory Services, LLC | 6,738 | $383.1K | 0.04% | +6+0.1% | Added |
| MML Investors Services, LLC | 6,758 | $384.0K | 0.00% | −1,245−15.6% | Reduced |
| Ameritas Investment Partners, Inc. | 6,924 | $393.7K | 0.01% | +257+3.9% | Added |
| D.A. Davidson & Co. | 7,056 | $401.2K | 0.00% | 00.0% | Unchanged |
| Argent Trust Co | 7,145 | $406.3K | 0.02% | +570+8.7% | Added |
| Bank of Montreal | 7,181 | $409.0K | 0.00% | +192+2.7% | Added |
| Teza Capital Management LLC | 7,336 | $417.1K | 0.05% | −442−5.7% | Reduced |
| Public Employees Retirement Association of Colorado | 7,648 | $435.0K | 0.00% | 00.0% | Unchanged |
| Inceptionr LLC | 8,112 | $461.2K | 0.13% | +1,551+23.6% | Added |
| Edgestream Partners, L.P. | 8,428 | $479.2K | 0.02% | −4,232−33.4% | Reduced |
| US Bancorp | 8,466 | $481.4K | 0.00% | −2,210−20.7% | Reduced |
| Sanctuary Advisors, LLC | 9,751 | $485.1K | 0.00% | +9,751 | New |
| Peak Financial Advisors LLC | 8,749 | $497.5K | 0.29% | +34+0.4% | Added |
| Curated Wealth Partners LLC | 8,987 | $511.0K | 0.07% | +8,987 | New |
| Los Angeles Capital Management LLC | 9,058 | $515.0K | 0.00% | +9,058 | New |
| Wiley Bros.-Aintree Capital, LLC | 9,109 | $517.5K | 0.02% | +9,109 | New |
| Mariner, LLC | 9,159 | $520.5K | 0.00% | +857+10.3% | Added |
| Steward Partners Investment Advisory, LLC | 9,225 | $524.6K | 0.01% | +110+1.2% | Added |
| Pictet Asset Management Holding SA | 9,281 | $527.7K | 0.00% | −152−1.6% | Reduced |
| Alberta Investment Management Corp | 9,301 | $528.9K | 0.01% | −18,428−66.5% | Reduced |
| Apollon Wealth Management, LLC | 9,491 | $539.7K | 0.02% | −146−1.5% | Reduced |
| Wesbanco Bank Inc | 9,809 | $557.7K | 0.02% | 00.0% | Unchanged |
| Pitcairn Co | 10,114 | $575.1K | 0.04% | +810+8.7% | Added |
| Naples Global Advisors, LLC | 10,171 | $578.3K | 0.06% | +325+3.3% | Added |
| ProShare Advisors LLC | 10,359 | $589.0K | 0.00% | −3,110−23.1% | Reduced |
| O'Shaughnessy Asset Management, LLC | 11,735 | $667.3K | 0.01% | +668+6.0% | Added |
| Handelsbanken Fonder AB | 11,751 | $668.0K | 0.00% | 00.0% | Unchanged |
| Quantum Private Wealth, LLC | 11,752 | $668.2K | 0.24% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 11,816 | $671.9K | 0.00% | −1,117−8.6% | Reduced |
| First Hawaiian Bank | 12,626 | $717.9K | 0.02% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 12,633 | $718.3K | 0.00% | +12,633 | New |
| Resources Investment Advisors, LLC. | 13,640 | $775.5K | 0.01% | +2,945+27.5% | Added |
| Tower Research Capital LLC (TRC) | 13,754 | $782.1K | 0.01% | +11,845+620.5% | Added |
| SkyView Investment Advisors, LLC | 13,866 | $788.0K | 0.14% | +188+1.4% | Added |
| UniSuper Management Pty Ltd | 14,103 | $801.9K | 0.01% | 00.0% | Unchanged |
| Harbor Advisors LLC | 14,800 | $841.5K | 0.15% | 00.0% | Unchanged |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 15,160 | $862.0K | 0.01% | +763+5.3% | Added |
| American Century Companies Inc | 15,448 | $878.4K | 0.00% | −11,966−43.6% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 15,495 | $881.0K | 0.00% | +2,086+15.6% | Added |
| Campbell Newman Asset Management Inc | 16,289 | $926.2K | 0.07% | +70+0.4% | Added |
| Federation des caisses Desjardins du Quebec | 16,294 | $926.5K | 0.00% | −6,570−28.7% | Reduced |
| XTX Topco Ltd | 16,524 | $939.6K | 0.08% | +12,110+274.4% | Added |
| Quantbot Technologies LP | 16,819 | $956.3K | 0.05% | −10,795−39.1% | Reduced |
| Oregon Public Employees Retirement Fund | 17,049 | $969.4K | 0.02% | −818−4.6% | Reduced |
| State of Tennessee, Treasury Department | 17,465 | $993.1K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 17,492 | $994.6K | 0.00% | −2,571−12.8% | Reduced |
| New York State Teachers Retirement System | 17,500 | $995.0K | 0.00% | −546−3.0% | Reduced |
| Russell Investments Group, Ltd. | 17,574 | $999.2K | 0.00% | −390−2.2% | Reduced |
| Harbor Capital Advisors, Inc. | 18,159 | $1.03M | 0.08% | +39+0.2% | Added |
| Arizona State Retirement System | 18,666 | $1.06M | 0.01% | +345+1.9% | Added |
| Trust Point Inc. | 18,829 | $1.07M | 0.09% | +782+4.3% | Added |
| State Board of Administration of Florida Retirement System | 19,033 | $1.08M | 0.00% | +4,990+35.5% | Added |
| Two Sigma Advisers, LP | 19,400 | $1.10M | 0.00% | +500+2.6% | Added |
| Aquatic Capital Management LLC | 20,800 | $1.18M | 0.04% | −4,100−16.5% | Reduced |
| Amalgamated Bank | 21,373 | $1.22M | 0.01% | +535+2.6% | Added |
| Teachers Retirement System of the State of Kentucky | 21,500 | $1.22M | 0.01% | 00.0% | Unchanged |
| Ensign Peak Advisors, Inc | 22,895 | $1.30M | 0.00% | 00.0% | Unchanged |
| Healthcare of Ontario Pension Plan Trust Fund | 23,200 | $1.32M | 0.00% | −9,900−29.9% | Reduced |
| TownSquare Capital, LLC | 23,660 | $1.35M | 0.02% | +1,292+5.8% | Added |
| Atria Investments LLC | 24,090 | $1.37M | 0.02% | +24,090 | New |
| Maryland State Retirement & Pension System | 24,530 | $1.39M | 0.03% | +508+2.1% | Added |
| AMG National Trust Bank | 26,262 | $1.49M | 0.04% | −100−0.4% | Reduced |
| Gabelli Funds LLC | 26,550 | $1.51M | 0.01% | 00.0% | Unchanged |
| Man Group plc | 26,647 | $1.52M | 0.00% | −8,628−24.5% | Reduced |
| EFG Asset Management (North America) Corp. | 26,979 | $1.53M | 0.27% | +26,979 | New |
| Diversify Wealth Management, LLC | 26,694 | $1.59M | 0.20% | +26,694 | New |
| Yousif Capital Management, LLC | 28,671 | $1.63M | 0.02% | −1,929−6.3% | Reduced |
| Empowered Funds, LLC | 28,808 | $1.64M | 0.03% | +2,660+10.2% | Added |
| Strata Wealth Advisors, LLC | 29,428 | $1.67M | 0.58% | −715−2.4% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 29,874 | $1.70M | 0.09% | −1,824−5.8% | Reduced |
| M&T Bank Corp | 31,886 | $1.81M | 0.01% | −1,959−5.8% | Reduced |
| BNP Paribas Arbitrage, SA | 32,149 | $1.83M | 0.00% | −14,577−31.2% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 32,846 | $1.87M | 0.01% | −1,542−4.5% | Reduced |
| Public Employees Retirement System of Ohio | 33,170 | $1.89M | 0.01% | −30,747−48.1% | Reduced |
| Janus Henderson Group PLC | 33,326 | $1.89M | 0.00% | −343−1.0% | Reduced |
| State of New Jersey Common Pension Fund D | 33,451 | $1.90M | 0.01% | −18,981−36.2% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 34,167 | $1.94M | 0.00% | +34,167 | New |
| Louisiana State Employees Retirement System | 35,400 | $2.01M | 0.04% | +2,400+7.3% | Added |
| Verdence Capital Advisors LLC | 37,083 | $2.11M | 0.19% | +4,565+14.0% | Added |
| Janney Montgomery Scott LLC | 38,159 | $2.17M | 0.01% | −1,302−3.3% | Reduced |
| Eagle Rock Investment Company, LLC | 38,598 | $2.19M | 0.40% | +3,710+10.6% | Added |
| Illinois Municipal Retirement Fund | 38,852 | $2.21M | 0.03% | −475−1.2% | Reduced |
| Price T Rowe Associates Inc | 39,738 | $2.26M | 0.00% | +3,972+11.1% | 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 |
| MetLife Investment Management | 40,755 | $2.32M | 0.01% | +6,236+18.1% | Added |
| Corebridge Financial, Inc. | 40,983 | $2.33M | 0.01% | +40,983 | New |