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 |
|---|---|---|---|---|---|
| State of Alaska, Department of Revenue | 41,306 | $2.35M | 0.03% | +694+1.7% | Added |
| First National Bank of Omaha | 45,013 | $2.56M | 0.17% | +709+1.6% | Added |
| Pathstone Holdings, LLC | 47,124 | $2.68M | 0.01% | +160+0.3% | Added |
| Comerica Bank | 47,520 | $2.70M | 0.01% | −1,826−3.7% | Reduced |
| Neuberger Berman Group LLC | 47,833 | $2.72M | 0.00% | +1,745+3.8% | Added |
| Diversify Advisory Services, LLC | 47,551 | $2.77M | 0.15% | −17,079−26.4% | Reduced |
| LPL Financial LLC | 48,896 | $2.78M | 0.00% | +4,934+11.2% | Added |
| Victory Capital Management Inc | 49,489 | $2.81M | 0.00% | −28,857−36.8% | Reduced |
| NewEdge Wealth, LLC | 49,823 | $2.83M | 0.06% | −1,049−2.1% | Reduced |
| Citigroup Inc | 49,838 | $2.83M | 0.00% | +7,167+16.8% | Added |
| Cornerstone Investment Partners, LLC | 50,012 | $2.84M | 0.14% | +3,841+8.3% | Added |
| Park Circle Co | 50,176 | $2.85M | 2.81% | 00.0% | Unchanged |
| Grandeur Peak Global Advisors, LLC | 50,447 | $2.87M | 0.23% | −41,467−45.1% | Reduced |
| Oppenheimer Asset Management Inc. | 51,275 | $2.92M | 0.04% | +16,965+49.4% | Added |
| Manufacturers Life Insurance Company, The | 54,462 | $3.10M | 0.00% | +5,954+12.3% | Added |
| Vestmark Advisory Solutions, Inc. | 55,211 | $3.14M | 0.13% | +1,333+2.5% | Added |
| Richard Bernstein Advisors LLC | 56,774 | $3.23M | 0.07% | +130.0% | Added |
| SpiderRock Advisors, LLC | 57,490 | $3.27M | 0.09% | +57,490 | New |
| Blue Zone Wealth Advisors, LLC | 58,054 | $3.30M | 1.14% | +1,459+2.6% | Added |
| Thrivent Financial for Lutherans | 58,405 | $3.32M | 0.01% | +572+1.0% | Added |
| New York State Common Retirement Fund | 59,264 | $3.37M | 0.00% | +2,664+4.7% | Added |
| Salvus Wealth Management, LLC | 60,450 | $3.44M | 2.36% | −1,203−2.0% | Reduced |
| Fisher Asset Management, LLC | 62,350 | $3.55M | 0.00% | −12,028−16.2% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 63,422 | $3.61M | 0.04% | 00.0% | Unchanged |
| California State Teachers Retirement System | 65,353 | $3.72M | 0.00% | −1,319−2.0% | Reduced |
| Palisades Investment Partners, LLC | 65,868 | $3.75M | 1.85% | +65,868 | New |
| Allianz Asset Management GmbH | 66,866 | $3.80M | 0.01% | +60,761+995.3% | Added |
| Prudential Financial Inc | 76,732 | $4.36M | 0.01% | +688+0.9% | Added |
| Jane Street Group, LLC | 78,032 | $4.44M | 0.00% | −43,884−36.0% | Reduced |
| Mutual of America Capital Management LLC | 78,768 | $4.48M | 0.05% | −509−0.6% | Reduced |
| Great West Life Assurance Co | 78,985 | $4.49M | 0.01% | +20,135+34.2% | Added |
| Cinctive Capital Management LP | 83,943 | $4.77M | 0.26% | +83,943 | New |
| Jennison Associates LLC | 93,523 | $5.32M | 0.00% | +442+0.5% | Added |
| Invesco Ltd. | 99,903 | $5.68M | 0.00% | −332−0.3% | Reduced |
| Regions Financial Corp | 100,982 | $5.74M | 0.04% | −790−0.8% | Reduced |
| Citadel Advisors LLC | 104,263 | $5.93M | 0.01% | −157,961−60.2% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 109,275 | $6.21M | 0.26% | 00.0% | Unchanged |
| First Eagle Investment Management, LLC | 124,951 | $7.10M | 0.02% | +19,300+18.3% | Added |
| FMR LLC | 125,920 | $7.16M | 0.00% | −14,416−10.3% | Reduced |
| Swiss National Bank | 131,200 | $7.46M | 0.01% | −400−0.3% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 135,399 | $7.70M | 0.02% | +46,226+51.8% | Added |
| Public Sector Pension Investment Board | 154,814 | $8.80M | 0.06% | +18,169+13.3% | Added |
| UBS Asset Management Americas Inc | 158,866 | $9.03M | 0.00% | +79,632+100.5% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 162,272 | $9.23M | 0.04% | −14,042−8.0% | Reduced |
| Winslow Asset Management Inc | 173,818 | $9.88M | 1.95% | −2,993−1.7% | Reduced |
| Royce & Associates LP | 180,528 | $10.3M | 0.10% | +5,915+3.4% | Added |
| UBS Group AG | 186,048 | $10.6M | 0.00% | +25,687+16.0% | Added |
| Capital Management Corp | 186,995 | $10.6M | 2.13% | −3,335−1.8% | Reduced |
| Deutsche Bank AG | 194,813 | $11.1M | 0.01% | +16,996+9.6% | Added |
| Legal & General Group Plc | 195,877 | $11.1M | 0.00% | +718+0.4% | Added |
| Rhumbline Advisers | 201,473 | $11.5M | 0.01% | +3,651+1.8% | Added |
| Nuveen Asset Management, LLC | 207,912 | $11.8M | 0.00% | +2,020+1.0% | Added |
| Stifel Financial Corp | 237,010 | $13.5M | 0.02% | +490.0% | Added |
| HSBC Holdings PLC | 246,655 | $14.1M | 0.01% | +71,372+40.7% | Added |
| Barclays PLC | 265,116 | $15.1M | 0.01% | −50,510−16.0% | Reduced |
| Envestnet Asset Management Inc | 293,529 | $16.7M | 0.01% | +62,444+27.0% | Added |
| SEI Investments Co | 305,871 | $17.4M | 0.02% | +47,176+18.2% | Added |
| Principal Financial Group Inc | 349,692 | $19.9M | 0.01% | +2,785+0.8% | Added |
| Raymond James & Associates | 370,866 | $21.1M | 0.01% | +7,198+2.0% | Added |
| Cramer Rosenthal McGlynn LLC | 380,207 | $21.6M | 1.27% | −81,066−17.6% | Reduced |
| Emerald Mutual Fund Advisers Trust | 380,711 | $21.6M | 1.13% | 00.0% | Unchanged |
| Voya Investment Management LLC | 394,625 | $22.4M | 0.02% | +357,200+954.4% | Added |
| Emerald Advisers, LLC | 434,486 | $24.7M | 1.04% | −18,339−4.0% | Reduced |
| Tributary Capital Management, LLC | 436,542 | $24.8M | 2.06% | +1,159+0.3% | Added |
| Bank of America Corp | 544,402 | $31.0M | 0.00% | −5,327−1.0% | Reduced |
| Bamco Inc | 547,747 | $31.1M | 0.09% | 00.0% | Unchanged |
| Westwood Holdings Group Inc. | 585,475 | $33.3M | 0.16% | −524,177−47.2% | Reduced |
| Royal Bank of Canada | 591,790 | $33.6M | 0.01% | +72,100+13.9% | Added |
| Morgan Stanley | 634,225 | $36.1M | 0.00% | −4,250−0.7% | Reduced |
| Norges Bank | 659,209 | $37.5M | 0.01% | −33,805−4.9% | Reduced |
| Natixis Advisors, L.P. | 708,140 | $40.3M | 0.09% | +454,478+179.2% | Added |
| Northern Trust Corp | 716,996 | $40.8M | 0.01% | −189,795−20.9% | Reduced |
| Capital World Investors | 719,000 | $40.9M | 0.01% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 755,541 | $43.0M | 0.01% | +29,532+4.1% | Added |
| Dimensional Fund Advisors LP | 792,670 | $45.1M | 0.01% | −223,393−22.0% | Reduced |
| Charles Schwab Investment Management Inc | 906,090 | $51.5M | 0.01% | +62,712+7.4% | Added |
| HighTower Advisors, LLC | 1,035,441 | $58.9M | 0.09% | +51,762+5.3% | Added |
| Artisan Partners Limited Partnership | 1,069,169 | $60.8M | 0.09% | −7,546−0.7% | Reduced |
| Wells Fargo & Company | 1,070,321 | $60.9M | 0.02% | −9,495−0.9% | Reduced |
| Lord, Abbett & Co. LLC | 1,119,432 | $63.7M | 0.21% | +1,187+0.1% | Added |
| Alliancebernstein L.P. | 1,421,491 | $80.8M | 0.03% | −243,507−14.6% | Reduced |
| JPMorgan Chase & Co | 1,462,303 | $83.1M | 0.01% | +187,670+14.7% | Added |
| Geode Capital Management, LLC | 1,579,618 | $89.8M | 0.01% | +126,388+8.7% | Added |
| Ameriprise Financial Inc | 1,751,753 | $99.6M | 0.03% | +212,349+13.8% | Added |
| Madison Asset Management, LLC | 1,770,835 | $100.7M | 1.25% | +167,226+10.4% | Added |
| Heard Capital LLC | 2,150,710 | $122.3M | 7.46% | +33,710+1.6% | Added |
| Goldman Sachs Group Inc | 2,595,609 | $147.6M | 0.03% | −626,752−19.5% | Reduced |
| State Street Corp | 2,730,680 | $155.3M | 0.01% | +106,878+4.1% | Added |
| Timucuan Asset Management Inc | 3,041,565 | $172.9M | 5.94% | +13,935+0.5% | Added |
| Wasatch Advisors Inc | 3,581,825 | $203.7M | 1.09% | +164,182+4.8% | Added |
| London Co of Virginia | 3,622,548 | $206.0M | 1.16% | +41,964+1.2% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 7,190,221 | $408.8M | 1.00% | +47,365+0.7% | Added |
| BlackRock Inc. | 8,149,615 | $463.4M | 0.01% | +171,831+2.2% | Added |
| Vanguard Group Inc | 8,153,938 | $463.6M | 0.01% | +383,998+4.9% | Added |
| No Street GP LP | 0 | $0 | 0.00% | −200,000−100.0% | Sold out |
| Pinebridge Investments, L.P. | 0 | $0 | 0.00% | −74,764−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −70,989−100.0% | Sold out |
| Jupiter Asset Management Ltd | 0 | $0 | 0.00% | −63,440−100.0% | Sold out |
| Moran Wealth Management, LLC | 0 | $0 | 0.00% | −59,482−100.0% | Sold out |
| Texas Permanent School Fund | 0 | $0 | 0.00% | −58,344−100.0% | Sold out |