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