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, Q3 2024
Institutional positions in Moelis & Co as of Sep 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
- 334
- +44 vs. Q2 2024
- Shares held
- 71.7M
- +7.29M (+11.3%) vs. Q2 2024
- Total value
- $4.91B
- +$1.25B (+34.1%) vs. Q2 2024
- New holders
- 65
- 112 more added
- Sold out
- 21
- 105 more reduced
4 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Moelis & Co; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 8,390,376 | $574.8M | 0.01% | +8,390,376 | New |
| Vanguard Group Inc | 8,047,549 | $551.3M | 0.01% | −106,389−1.3% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 7,233,837 | $495.6M | 1.09% | +43,616+0.6% | Added |
| London Co of Virginia | 3,692,882 | $253.0M | 1.33% | +70,334+1.9% | Added |
| Wasatch Advisors Inc | 2,848,073 | $195.1M | 0.96% | −733,752−20.5% | Reduced |
| State Street Corp | 2,733,951 | $187.3M | 0.01% | +3,271+0.1% | Added |
| Timucuan Asset Management Inc | 2,583,495 | $177.0M | 5.37% | −458,070−15.1% | Reduced |
| Ameriprise Financial Inc | 2,242,708 | $153.6M | 0.04% | +490,955+28.0% | Added |
| Goldman Sachs Group Inc | 1,960,578 | $134.3M | 0.03% | −635,031−24.5% | Reduced |
| Heard Capital LLC | 1,798,360 | $123.2M | 6.91% | −352,350−16.4% | Reduced |
| Geode Capital Management, LLC | 1,590,316 | $109.0M | 0.01% | +10,698+0.7% | Added |
| Madison Asset Management, LLC | 1,559,321 | $106.8M | 1.20% | −211,514−11.9% | Reduced |
| JPMorgan Chase & Co | 1,206,118 | $82.6M | 0.01% | −256,185−17.5% | Reduced |
| Citadel Advisors LLC | 1,106,178 | $75.8M | 0.08% | +1,001,915+960.9% | Added |
| Wells Fargo & Company | 1,068,985 | $73.2M | 0.02% | −1,336−0.1% | Reduced |
| Lord, Abbett & Co. LLC | 974,140 | $66.7M | 0.21% | −145,292−13.0% | Reduced |
| Charles Schwab Investment Management Inc | 922,920 | $63.2M | 0.01% | +16,830+1.9% | Added |
| HighTower Advisors, LLC | 896,235 | $61.4M | 0.09% | −139,206−13.4% | Reduced |
| Northern Trust Corp | 823,389 | $56.4M | 0.01% | +106,393+14.8% | Added |
| Natixis Advisors, L.P. | 804,860 | $55.1M | 0.11% | +96,720+13.7% | Added |
| Morgan Stanley | 775,075 | $53.1M | 0.00% | +140,850+22.2% | Added |
| Norges Bank | 745,551 | $51.1M | 0.01% | +86,342+13.1% | Added |
| Dimensional Fund Advisors LP | 731,104 | $50.1M | 0.01% | −61,566−7.8% | Reduced |
| Capital World Investors | 719,000 | $49.3M | 0.01% | 00.0% | Unchanged |
| Assenagon Asset Management S.A. | 715,472 | $49.0M | 0.10% | +715,472 | New |
| Bank of New York Mellon Corp | 691,830 | $47.4M | 0.01% | −63,711−8.4% | Reduced |
| Royal Bank of Canada | 656,427 | $45.0M | 0.01% | +64,637+10.9% | Added |
| Bank of America Corp | 539,380 | $37.0M | 0.00% | −5,022−0.9% | Reduced |
| Bamco Inc | 527,186 | $36.1M | 0.10% | −20,561−3.8% | Reduced |
| Artisan Partners Limited Partnership | 506,709 | $34.7M | 0.05% | −562,460−52.6% | Reduced |
| Westwood Holdings Group Inc. | 486,176 | $33.3M | 0.14% | −99,299−17.0% | Reduced |
| Emerald Advisers, LLC | 440,330 | $30.2M | 1.17% | +5,844+1.3% | Added |
| Tributary Capital Management, LLC | 434,716 | $29.8M | 2.31% | −1,826−0.4% | Reduced |
| Raymond James & Associates | 372,919 | $25.5M | 0.02% | +2,053+0.6% | Added |
| Emerald Mutual Fund Advisers Trust | 360,871 | $24.7M | 1.28% | −19,840−5.2% | Reduced |
| Envestnet Asset Management Inc | 354,760 | $24.3M | 0.01% | +61,231+20.9% | Added |
| Principal Financial Group Inc | 333,370 | $22.8M | 0.01% | −16,322−4.7% | Reduced |
| Voya Investment Management LLC | 320,671 | $22.0M | 0.02% | −73,954−18.7% | Reduced |
| Cramer Rosenthal McGlynn LLC | 303,007 | $20.8M | 1.15% | −77,200−20.3% | Reduced |
| SEI Investments Co | 284,360 | $19.5M | 0.03% | −21,511−7.0% | Reduced |
| Invesco Ltd. | 281,519 | $19.3M | 0.00% | +181,616+181.8% | Added |
| Stifel Financial Corp | 241,772 | $16.6M | 0.02% | +4,762+2.0% | Added |
| Millennium Management LLC | 238,817 | $16.4M | 0.01% | +238,817 | New |
| Balyasny Asset Management LLC | 229,261 | $15.7M | 0.04% | +223,200+3,682.6% | Added |
| Legal & General Group Plc | 193,862 | $13.3M | 0.00% | −2,015−1.0% | Reduced |
| Rhumbline Advisers | 193,860 | $13.3M | 0.01% | −7,613−3.8% | Reduced |
| Axiom Investors LLC | 185,952 | $12.7M | 0.11% | +185,952 | New |
| Deutsche Bank AG | 185,144 | $12.7M | 0.01% | −9,669−5.0% | Reduced |
| Capital Management Corp | 180,459 | $12.4M | 2.20% | −6,536−3.5% | Reduced |
| Nuveen Asset Management, LLC | 178,614 | $12.2M | 0.00% | −29,298−14.1% | Reduced |
| Winslow Asset Management Inc | 175,179 | $12.0M | 2.22% | +1,361+0.8% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 155,508 | $10.7M | 0.05% | −6,764−4.2% | Reduced |
| UBS Group AG | 152,852 | $10.5M | 0.00% | −33,196−17.8% | Reduced |
| HSBC Holdings PLC | 150,583 | $10.3M | 0.01% | −96,072−38.9% | Reduced |
| Public Sector Pension Investment Board | 149,314 | $10.2M | 0.06% | −5,500−3.6% | Reduced |
| UBS Asset Management Americas Inc | 145,203 | $9.95M | 0.00% | −13,663−8.6% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 143,741 | $9.85M | 0.02% | +8,342+6.2% | Added |
| Barclays PLC | 142,138 | $9.74M | 0.00% | −122,978−46.4% | Reduced |
| Swiss National Bank | 137,400 | $9.41M | 0.01% | +6,200+4.7% | Added |
| FMR LLC | 126,127 | $8.64M | 0.00% | +207+0.2% | Added |
| First Eagle Investment Management, LLC | 120,751 | $8.27M | 0.02% | −4,200−3.4% | Reduced |
| Pier Capital, LLC | 118,989 | $8.15M | 1.15% | +118,989 | New |
| Royce & Associates LP | 112,488 | $7.71M | 0.07% | −68,040−37.7% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 109,275 | $7.49M | 0.51% | 00.0% | Unchanged |
| Jacobs Levy Equity Management, Inc | 101,741 | $6.97M | 0.03% | +101,741 | New |
| Regions Financial Corp | 101,384 | $6.95M | 0.05% | +402+0.4% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 98,000 | $6.71M | 0.02% | +74,800+322.4% | Added |
| Jane Street Group, LLC | 88,742 | $6.08M | 0.01% | +10,710+13.7% | Added |
| Jennison Associates LLC | 88,234 | $6.04M | 0.00% | −5,289−5.7% | Reduced |
| Citigroup Inc | 87,213 | $5.97M | 0.01% | +37,375+75.0% | Added |
| ExodusPoint Capital Management, LP | 86,452 | $5.92M | 0.06% | +86,452 | New |
| Alliancebernstein L.P. | 85,465 | $5.86M | 0.00% | −1,336,026−94.0% | Reduced |
| Victory Capital Management Inc | 85,202 | $5.84M | 0.01% | +35,713+72.2% | Added |
| Renaissance Technologies LLC | 83,644 | $5.73M | 0.01% | +83,644 | New |
| Great West Life Assurance Co | 79,286 | $5.43M | 0.01% | +301+0.4% | Added |
| Mutual of America Capital Management LLC | 76,311 | $5.23M | 0.06% | −2,457−3.1% | Reduced |
| Prudential Financial Inc | 74,241 | $5.09M | 0.01% | −2,491−3.2% | Reduced |
| Qube Research & Technologies Ltd | 71,483 | $4.90M | 0.01% | +71,483 | New |
| Palisades Investment Partners, LLC | 70,015 | $4.80M | 2.09% | +4,147+6.3% | Added |
| EAM Investors, LLC | 67,931 | $4.65M | 0.70% | +67,931 | New |
| California State Teachers Retirement System | 66,574 | $4.56M | 0.01% | +1,221+1.9% | Added |
| Fisher Asset Management, LLC | 62,570 | $4.29M | 0.00% | +220+0.4% | Added |
| Blue Zone Wealth Advisors, LLC | 58,791 | $4.03M | 1.25% | +737+1.3% | Added |
| NewEdge Wealth, LLC | 58,560 | $4.01M | 0.07% | +8,737+17.5% | Added |
| D. E. Shaw & Co., Inc. | 57,653 | $3.95M | 0.01% | +51,743+875.5% | Added |
| Richard Bernstein Advisors LLC | 56,774 | $3.89M | 0.08% | 00.0% | Unchanged |
| Chevy Chase Trust Holdings, Inc. | 55,809 | $3.82M | 0.01% | +22,963+69.9% | Added |
| Thrivent Financial for Lutherans | 55,256 | $3.79M | 0.01% | −3,149−5.4% | Reduced |
| Vestmark Advisory Solutions, Inc. | 54,502 | $3.73M | 0.14% | −709−1.3% | Reduced |
| SpiderRock Advisors, LLC | 54,071 | $3.70M | 0.08% | −3,419−5.9% | Reduced |
| Manufacturers Life Insurance Company, The | 51,975 | $3.56M | 0.00% | −2,487−4.6% | Reduced |
| New York State Common Retirement Fund | 51,864 | $3.55M | 0.00% | −7,400−12.5% | Reduced |
| LPL Financial LLC | 50,561 | $3.46M | 0.00% | +1,665+3.4% | Added |
| Park Circle Co | 50,176 | $3.44M | 3.06% | 00.0% | Unchanged |
| B. Metzler seel. Sohn & Co. AG | 50,107 | $3.43M | 0.03% | −13,315−21.0% | Reduced |
| B. Metzler seel. Sohn & Co. Holding AG | 50,107 | $3.43M | 0.03% | +50,107 | New |
| HRT Financial LP | 49,370 | $3.38M | 0.02% | +49,370 | New |
| Comerica Bank | 48,068 | $3.29M | 0.01% | +548+1.2% | Added |
| Salvus Wealth Management, LLC | 47,627 | $3.26M | 2.00% | −12,823−21.2% | Reduced |
| Neuberger Berman Group LLC | 47,439 | $3.25M | 0.00% | −394−0.8% | Reduced |