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Moelis & Co

MC
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NYSE
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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.

Q3 2024 vs. Q2 2024

How the institutions holding Moelis & Co changed between Q2 2024 and Q3 2024.

All holders in Q3 2024All holders in Q2 2024

13F holders of MC: Q2 2024 compared with Q3 2024
MeasureQ2 2024Of which not filed for Q3 2024Q3 2024Change
Holders2944334+44
Shares72.6M8.16M71.7M+7.29M (+11.3%)
Value$4.13B$464.1M$4.91B+$1.25B (+34.1%)

4 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (65)

Institutions that held Moelis & Co at the end of Q3 2024 but not at the end of Q2 2024.

Institutions new to MC in Q3 2024
InstitutionSharesValue% of portfolio
BlackRock, Inc.8,390,376$574.8M0.01%
Assenagon Asset Management S.A.715,472$49.0M0.10%
Millennium Management LLC238,817$16.4M0.01%
Axiom Investors LLC185,952$12.7M0.11%
Pier Capital, LLC118,989$8.15M1.15%
Jacobs Levy Equity Management, Inc101,741$6.97M0.03%
ExodusPoint Capital Management, LP86,452$5.92M0.06%
Renaissance Technologies LLC83,644$5.73M0.01%
Qube Research & Technologies Ltd71,483$4.90M0.01%
EAM Investors, LLC67,931$4.65M0.70%
B. Metzler seel. Sohn & Co. Holding AG50,107$3.43M0.03%
HRT Financial LP49,370$3.38M0.02%
Campbell & CO Investment Adviser LLC46,226$3.17M0.24%
Seven Eight Capital, LP30,265$2.07M0.19%
Monashee Investment Management LLC30,000$2.06M0.22%
Holocene Advisors, LP26,755$1.83M0.01%
Dynamic Technology Lab Private Ltd24,870$1.70M0.18%
Hilton Capital Management, LLC23,417$1.60M0.12%
Intech Investment Management LLC19,398$1.33M0.01%
Toroso Investments, LLC18,824$1.29M0.01%
Natixis18,500$1.27M0.01%
Weiss Asset Management LP15,966$1.09M0.03%
Twinbeech Capital LP13,292$910.6K0.02%
OmniStar Financial Group, Inc.12,652$868.8K0.65%
Verition Fund Management LLC11,365$778.6K0.01%
Susquehanna International Group, LLP10,458$716.5K0.00%
Aster Capital Management (DIFC) Ltd9,880$676.9K0.15%
Virtu Financial LLC9,242$633.0K0.03%
Legacy Capital Wealth Partners, LLC6,781$464.6K0.09%
Acadian Asset Management LLC5,441$372.0K0.00%
CI Private Wealth, LLC4,878$334.2K0.00%
Petrus Trust Company, LTA4,836$331.3K0.03%
Centiva Capital, LP4,612$316.0K0.01%
Paloma Partners Management Co4,258$291.7K0.02%
Diametric Capital, LP4,118$282.1K0.14%
Bridgefront Capital, LLC3,551$243.3K0.09%
Raymond James Financial Services Advisors, Inc.3,522$241.3K0.00%
Prelude Capital Management, LLC3,457$236.8K0.02%
Robertson Stephens Wealth Management, LLC3,415$234.0K0.01%
Vident Advisory, LLC3,290$225.5K0.01%
Engineers Gate Manager LP3,206$219.6K0.00%
Qsemble Capital Management, LP3,079$210.9K0.04%
Callan Family Office, LLC3,049$208.9K0.04%
Fulton Bank, N.A.3,016$206.6K0.01%
Shelton Capital Management3,003$205.7K0.01%
DGS Capital Management, LLC2,945$201.8K0.05%
Mount Yale Investment Advisors, LLC2,707$185.5K0.02%
Harvest Fund Management Co., Ltd1,895$130.0K0.01%
Walleye Trading LLC1,692$115.9K0.00%
Plante Moran Financial Advisors, LLC1,553$106.4K0.01%
Whittier Trust Co of Nevada Inc1,099$75.3K0.00%
Catalyst Funds Management Pty Ltd900$61.7K0.01%
Danske Bank A/S400$27.4K0.00%
Reston Wealth Management LLC387$26.5K0.01%
Reuter James Wealth Management, LLC286$19.6K0.00%
Ashton Thomas Securities, LLC228$15.6K0.00%
Quarry LP216$14.8K0.00%
Jaffetilchin Investment Partners, LLC106$7.23K0.00%
Salem Investment Counselors Inc105$7.19K0.00%
Sterling Capital Management LLC71$4.86K0.00%
Geneos Wealth Management Inc.40$2.74K0.00%
Northwestern Mutual Wealth Management Co25$1.71K0.00%
Capital Performance Advisors LLP11$7540.00%
Mendota Financial Group, LLC6$4120.00%
Clear Street Markets LLC1$00.00%

Sold out (21)

Institutions that held Moelis & Co at the end of Q2 2024 and filed for Q3 2024 without it.

Institutions that sold out of MC in Q3 2024
InstitutionShares, Q2 2024Value, Q2 2024
Grandeur Peak Global Advisors, LLC50,447$2.87M
Federation des caisses Desjardins du Quebec16,294$926.5K
American Century Companies Inc15,448$878.4K
UniSuper Management Pty Ltd14,103$801.9K
Two Sigma Investments, LP12,633$718.3K
Alberta Investment Management Corp9,301$528.9K
Edgestream Partners, L.P.8,428$479.2K
Inceptionr LLC8,112$461.2K
Algert Global LLC6,711$381.6K
Crossmark Global Holdings, Inc.4,543$259.0K
Juncture Wealth Strategies, LLC4,400$250.2K
PDT Partners, LLC3,989$226.8K
Wedbush Securities Inc3,623$206.0K
Headlands Technologies LLC1,992$113.3K
Simplex Trading, LLC1,909$108.0K
Annis Gardner Whiting Capital Advisors, LLC543$30.9K
Raffa Wealth Management, LLC463$26.3K
BOK Financial Private Wealth, Inc.300$17.1K
International Assets Investment Management, LLC57$3.24K
Triad Wealth Partners, LLC31$1.76K
Innealta Capital, LLC18$1.02K

Not filed for Q3 2024 yet (4)

Institutions that held Moelis & Co at the end of Q2 2024 and haven't filed a 13F for Q3 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding MC in Q2 2024 that haven't filed for Q3 2024
InstitutionShares, Q2 2024Value, Q2 2024
BlackRock Inc.8,149,615$463.4M
Arden Trust Co6,274$356.7K
Heritage Wealth Management, LLC4,270$242.8K
Benjamin F. Edwards & Company, Inc.1,465$83.0K