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 |
|---|---|---|---|---|---|
| Eagle Rock Investment Company, LLC | 38,598 | $2.19M | 0.40% | +3,710+10.6% | Added |
| Janney Montgomery Scott LLC | 38,159 | $2.17M | 0.01% | −1,302−3.3% | Reduced |
| Verdence Capital Advisors LLC | 37,083 | $2.11M | 0.19% | +4,565+14.0% | Added |
| Louisiana State Employees Retirement System | 35,400 | $2.01M | 0.04% | +2,400+7.3% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 34,167 | $1.94M | 0.00% | +34,167 | New |
| State of New Jersey Common Pension Fund D | 33,451 | $1.90M | 0.01% | −18,981−36.2% | Reduced |
| Janus Henderson Group PLC | 33,326 | $1.89M | 0.00% | −343−1.0% | Reduced |
| Public Employees Retirement System of Ohio | 33,170 | $1.89M | 0.01% | −30,747−48.1% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 32,846 | $1.87M | 0.01% | −1,542−4.5% | Reduced |
| BNP Paribas Arbitrage, SA | 32,149 | $1.83M | 0.00% | −14,577−31.2% | Reduced |
| M&T Bank Corp | 31,886 | $1.81M | 0.01% | −1,959−5.8% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 29,874 | $1.70M | 0.09% | −1,824−5.8% | Reduced |
| Strata Wealth Advisors, LLC | 29,428 | $1.67M | 0.58% | −715−2.4% | Reduced |
| Empowered Funds, LLC | 28,808 | $1.64M | 0.03% | +2,660+10.2% | Added |
| Yousif Capital Management, LLC | 28,671 | $1.63M | 0.02% | −1,929−6.3% | Reduced |
| Diversify Wealth Management, LLC | 26,694 | $1.59M | 0.20% | +26,694 | New |
| EFG Asset Management (North America) Corp. | 26,979 | $1.53M | 0.27% | +26,979 | New |
| Man Group plc | 26,647 | $1.52M | 0.00% | −8,628−24.5% | Reduced |
| Gabelli Funds LLC | 26,550 | $1.51M | 0.01% | 00.0% | Unchanged |
| AMG National Trust Bank | 26,262 | $1.49M | 0.04% | −100−0.4% | Reduced |
| Maryland State Retirement & Pension System | 24,530 | $1.39M | 0.03% | +508+2.1% | Added |
| Atria Investments LLC | 24,090 | $1.37M | 0.02% | +24,090 | New |
| TownSquare Capital, LLC | 23,660 | $1.35M | 0.02% | +1,292+5.8% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 23,200 | $1.32M | 0.00% | −9,900−29.9% | Reduced |
| Ensign Peak Advisors, Inc | 22,895 | $1.30M | 0.00% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 21,500 | $1.22M | 0.01% | 00.0% | Unchanged |
| Amalgamated Bank | 21,373 | $1.22M | 0.01% | +535+2.6% | Added |
| Aquatic Capital Management LLC | 20,800 | $1.18M | 0.04% | −4,100−16.5% | Reduced |
| Two Sigma Advisers, LP | 19,400 | $1.10M | 0.00% | +500+2.6% | Added |
| State Board of Administration of Florida Retirement System | 19,033 | $1.08M | 0.00% | +4,990+35.5% | Added |
| Trust Point Inc. | 18,829 | $1.07M | 0.09% | +782+4.3% | Added |
| Arizona State Retirement System | 18,666 | $1.06M | 0.01% | +345+1.9% | Added |
| Harbor Capital Advisors, Inc. | 18,159 | $1.03M | 0.08% | +39+0.2% | Added |
| Russell Investments Group, Ltd. | 17,574 | $999.2K | 0.00% | −390−2.2% | Reduced |
| New York State Teachers Retirement System | 17,500 | $995.0K | 0.00% | −546−3.0% | Reduced |
| The PNC Financial Services Group, Inc. | 17,492 | $994.6K | 0.00% | −2,571−12.8% | Reduced |
| State of Tennessee, Treasury Department | 17,465 | $993.1K | 0.00% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 17,049 | $969.4K | 0.02% | −818−4.6% | Reduced |
| Quantbot Technologies LP | 16,819 | $956.3K | 0.05% | −10,795−39.1% | Reduced |
| XTX Topco Ltd | 16,524 | $939.6K | 0.08% | +12,110+274.4% | Added |
| Federation des caisses Desjardins du Quebec | 16,294 | $926.5K | 0.00% | −6,570−28.7% | Reduced |
| Campbell Newman Asset Management Inc | 16,289 | $926.2K | 0.07% | +70+0.4% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 15,495 | $881.0K | 0.00% | +2,086+15.6% | Added |
| American Century Companies Inc | 15,448 | $878.4K | 0.00% | −11,966−43.6% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 15,160 | $862.0K | 0.01% | +763+5.3% | Added |
| Harbor Advisors LLC | 14,800 | $841.5K | 0.15% | 00.0% | Unchanged |
| UniSuper Management Pty Ltd | 14,103 | $801.9K | 0.01% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 13,866 | $788.0K | 0.14% | +188+1.4% | Added |
| Tower Research Capital LLC (TRC) | 13,754 | $782.1K | 0.01% | +11,845+620.5% | Added |
| Resources Investment Advisors, LLC. | 13,640 | $775.5K | 0.01% | +2,945+27.5% | Added |
| Two Sigma Investments, LP | 12,633 | $718.3K | 0.00% | +12,633 | New |
| First Hawaiian Bank | 12,626 | $717.9K | 0.02% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 11,816 | $671.9K | 0.00% | −1,117−8.6% | Reduced |
| Quantum Private Wealth, LLC | 11,752 | $668.2K | 0.24% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 11,751 | $668.0K | 0.00% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 11,735 | $667.3K | 0.01% | +668+6.0% | Added |
| ProShare Advisors LLC | 10,359 | $589.0K | 0.00% | −3,110−23.1% | Reduced |
| Naples Global Advisors, LLC | 10,171 | $578.3K | 0.06% | +325+3.3% | Added |
| Pitcairn Co | 10,114 | $575.1K | 0.04% | +810+8.7% | Added |
| Wesbanco Bank Inc | 9,809 | $557.7K | 0.02% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 9,491 | $539.7K | 0.02% | −146−1.5% | Reduced |
| Alberta Investment Management Corp | 9,301 | $528.9K | 0.01% | −18,428−66.5% | Reduced |
| Pictet Asset Management Holding SA | 9,281 | $527.7K | 0.00% | −152−1.6% | Reduced |
| Steward Partners Investment Advisory, LLC | 9,225 | $524.6K | 0.01% | +110+1.2% | Added |
| Mariner, LLC | 9,159 | $520.5K | 0.00% | +857+10.3% | Added |
| Wiley Bros.-Aintree Capital, LLC | 9,109 | $517.5K | 0.02% | +9,109 | New |
| Los Angeles Capital Management LLC | 9,058 | $515.0K | 0.00% | +9,058 | New |
| Curated Wealth Partners LLC | 8,987 | $511.0K | 0.07% | +8,987 | New |
| Peak Financial Advisors LLC | 8,749 | $497.5K | 0.29% | +34+0.4% | Added |
| Sanctuary Advisors, LLC | 9,751 | $485.1K | 0.00% | +9,751 | New |
| US Bancorp | 8,466 | $481.4K | 0.00% | −2,210−20.7% | Reduced |
| Edgestream Partners, L.P. | 8,428 | $479.2K | 0.02% | −4,232−33.4% | Reduced |
| Inceptionr LLC | 8,112 | $461.2K | 0.13% | +1,551+23.6% | Added |
| Public Employees Retirement Association of Colorado | 7,648 | $435.0K | 0.00% | 00.0% | Unchanged |
| Teza Capital Management LLC | 7,336 | $417.1K | 0.05% | −442−5.7% | Reduced |
| Bank of Montreal | 7,181 | $409.0K | 0.00% | +192+2.7% | Added |
| Argent Trust Co | 7,145 | $406.3K | 0.02% | +570+8.7% | Added |
| D.A. Davidson & Co. | 7,056 | $401.2K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 6,924 | $393.7K | 0.01% | +257+3.9% | Added |
| MML Investors Services, LLC | 6,758 | $384.0K | 0.00% | −1,245−15.6% | Reduced |
| Capital Investment Advisory Services, LLC | 6,738 | $383.1K | 0.04% | +6+0.1% | Added |
| Algert Global LLC | 6,711 | $381.6K | 0.01% | +6,711 | New |
| Everence Capital Management Inc | 7,690 | $377.0K | 0.03% | 00.0% | Unchanged |
| First National Advisers, LLC | 6,489 | $369.0K | 0.07% | +589+10.0% | Added |
| JustInvest LLC | 6,390 | $363.4K | 0.01% | +193+3.1% | Added |
| Arden Trust Co | 6,274 | $356.7K | 0.05% | −76−1.2% | Reduced |
| O'Rourke & Company, Inc | 6,195 | $352.0K | 0.20% | +14+0.2% | Added |
| Cetera Investment Advisers | 6,084 | $345.9K | 0.00% | −1,208−16.6% | Reduced |
| Balyasny Asset Management LLC | 6,061 | $344.6K | 0.00% | −258,555−97.7% | Reduced |
| Kolinsky Wealth Management, LLC | 6,040 | $343.4K | 0.25% | +6+0.1% | Added |
| Cerity Partners LLC | 6,026 | $342.7K | 0.00% | −7,529−55.5% | Reduced |
| SG Americas Securities, LLC | 6,007 | $342.0K | 0.00% | +1,804+42.9% | Added |
| Riverview Capital Advisers, LLC | 5,980 | $340.0K | 0.11% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 5,910 | $336.0K | 0.00% | +5,910 | New |
| Creative Planning | 5,872 | $333.9K | 0.00% | −355−5.7% | Reduced |
| Truist Financial Corp | 5,760 | $327.5K | 0.00% | −200−3.4% | Reduced |
| Clearstead Advisors, LLC | 5,570 | $316.7K | 0.01% | +5,570 | New |
| Private Advisor Group, LLC | 5,050 | $287.2K | 0.00% | +435+9.4% | Added |
| 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 |