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 |
|---|---|---|---|---|---|
| Covestor Ltd | 3 | $0 | 0.00% | −1−25.0% | Reduced |
| Clear Street Markets LLC | 1 | $0 | 0.00% | +1 | New |
| ORG Partners LLC | 0 | $60 | 0.00% | 0 | Unchanged |
| AdvisorNet Financial, Inc | 4 | $274 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 4 | $274 | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 6 | $412 | 0.00% | +6 | New |
| SJS Investment Consulting Inc. | 7 | $480 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 8 | $549 | 0.00% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 11 | $754 | 0.00% | +11 | New |
| Parkside Financial Bank & Trust | 14 | $960 | 0.00% | −105−88.2% | Reduced |
| CVA Family Office, LLC | 18 | $1.23K | 0.00% | +8+80.0% | Added |
| Northwestern Mutual Wealth Management Co | 25 | $1.71K | 0.00% | +25 | New |
| Westside Investment Management, Inc. | 29 | $1.99K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 29 | $1.99K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 31 | $2.12K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 39 | $2.67K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 39 | $2.67K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 40 | $2.74K | 0.00% | +40 | New |
| Sound Income Strategies, LLC | 44 | $3.01K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 45 | $3.08K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 51 | $3.49K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 56 | $3.84K | 0.00% | −56−50.0% | Reduced |
| NBT Bank N A | 58 | $3.95K | 0.00% | +1+1.8% | Added |
| Bell Investment Advisors, Inc | 59 | $4.04K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 71 | $4.86K | 0.00% | +71 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 72 | $4.93K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 76 | $5.21K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 80 | $5.48K | 0.00% | +35+77.8% | Added |
| Salem Investment Counselors Inc | 105 | $7.19K | 0.00% | +105 | New |
| Jaffetilchin Investment Partners, LLC | 106 | $7.23K | 0.00% | +106 | New |
| EverSource Wealth Advisors, LLC | 123 | $8.43K | 0.00% | +25+25.5% | Added |
| Proequities, Inc. | 128 | $8.77K | 0.00% | −3−2.3% | Reduced |
| Bessemer Group Inc | 125 | $9.00K | 0.00% | +70+127.3% | Added |
| Private Wealth Management Group, LLC | 147 | $10.1K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 155 | $10.6K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 198 | $13.6K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 200 | $14.0K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 216 | $14.8K | 0.00% | +216 | New |
| Smartleaf Asset Management LLC | 217 | $15.0K | 0.00% | −32−12.9% | Reduced |
| Ashton Thomas Securities, LLC | 228 | $15.6K | 0.00% | +228 | New |
| Rise Advisors, LLC | 229 | $15.7K | 0.01% | +1+0.4% | Added |
| CIBC Private Wealth Group, LLC | 261 | $17.9K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 273 | $18.7K | 0.00% | 00.0% | Unchanged |
| Reuter James Wealth Management, LLC | 286 | $19.6K | 0.00% | +286 | New |
| Jones Financial Companies LLLP | 331 | $22.8K | 0.00% | +142+75.1% | Added |
| City State Bank | 350 | $24.0K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 363 | $24.9K | 0.00% | +2+0.6% | Added |
| Trust Co of Vermont | 371 | $25.4K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 380 | $26.0K | 0.00% | 00.0% | Unchanged |
| Reston Wealth Management LLC | 387 | $26.5K | 0.01% | +387 | New |
| Danske Bank A/S | 400 | $27.4K | 0.00% | +400 | New |
| Allspring Global Investments Holdings, LLC | 413 | $28.3K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 450 | $30.8K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 482 | $33.0K | 0.00% | −15−3.0% | Reduced |
| Clearstead Advisors, LLC | 603 | $41.3K | 0.00% | −4,967−89.2% | Reduced |
| Hexagon Capital Partners LLC | 726 | $49.7K | 0.01% | +10+1.4% | Added |
| Eagle Bay Advisors LLC | 770 | $52.8K | 0.02% | 00.0% | Unchanged |
| Colonial Trust Co | 777 | $53.2K | 0.01% | +77+11.0% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 804 | $55.1K | 0.00% | −24−2.9% | Reduced |
| Fifth Third Bancorp | 808 | $55.4K | 0.00% | +628+348.9% | Added |
| Ronald Blue Trust, Inc. | 1,081 | $61.5K | 0.00% | +712+193.0% | Added |
| Catalyst Funds Management Pty Ltd | 900 | $61.7K | 0.01% | +900 | New |
| GAMMA Investing LLC | 995 | $68.2K | 0.01% | +534+115.8% | Added |
| Private Trust Co NA | 1,060 | $72.6K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,063 | $72.8K | 0.00% | +984+1,245.6% | Added |
| First Horizon Advisors, Inc. | 1,099 | $75.3K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 1,099 | $75.3K | 0.00% | +1,099 | New |
| Walleye Capital LLC | 1,139 | $78.0K | 0.00% | −1,947−63.1% | Reduced |
| Farther Finance Advisors, LLC | 1,197 | $82.0K | 0.00% | +69+6.1% | Added |
| Signaturefd, LLC | 1,200 | $82.2K | 0.00% | −14−1.2% | Reduced |
| Parallel Advisors, LLC | 1,388 | $95.1K | 0.00% | −153−9.9% | Reduced |
| Plante Moran Financial Advisors, LLC | 1,553 | $106.4K | 0.01% | +1,553 | New |
| HM Payson & Co | 1,573 | $107.8K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 1,667 | $114.2K | 0.02% | +84+5.3% | Added |
| Walleye Trading LLC | 1,692 | $115.9K | 0.00% | +1,692 | New |
| Tower Research Capital LLC (TRC) | 1,845 | $126.4K | 0.00% | −11,909−86.6% | Reduced |
| Harvest Fund Management Co., Ltd | 1,895 | $130.0K | 0.01% | +1,895 | New |
| KBC Group NV | 2,068 | $142.0K | 0.00% | +405+24.4% | Added |
| CWM, LLC | 2,396 | $164.0K | 0.00% | +48+2.0% | Added |
| Mount Yale Investment Advisors, LLC | 2,707 | $185.5K | 0.02% | +2,707 | New |
| DGS Capital Management, LLC | 2,945 | $201.8K | 0.05% | +2,945 | New |
| Shelton Capital Management | 3,003 | $205.7K | 0.01% | +3,003 | New |
| Fulton Bank, N.A. | 3,016 | $206.6K | 0.01% | +3,016 | New |
| Callan Family Office, LLC | 3,049 | $208.9K | 0.04% | +3,049 | New |
| Qsemble Capital Management, LP | 3,079 | $210.9K | 0.04% | +3,079 | New |
| Engineers Gate Manager LP | 3,206 | $219.6K | 0.00% | +3,206 | New |
| Vident Advisory, LLC | 3,290 | $225.5K | 0.01% | +3,290 | New |
| Robertson Stephens Wealth Management, LLC | 3,415 | $234.0K | 0.01% | +3,415 | New |
| Prelude Capital Management, LLC | 3,457 | $236.8K | 0.02% | +3,457 | New |
| Trajan Wealth LLC | 3,478 | $238.3K | 0.01% | −220−5.9% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 3,522 | $241.3K | 0.00% | +3,522 | New |
| Simon Quick Advisors, LLC | 3,542 | $242.7K | 0.02% | +8+0.2% | Added |
| Bridgefront Capital, LLC | 3,551 | $243.3K | 0.09% | +3,551 | New |
| Raymond James Trust N.A. | 3,656 | $250.5K | 0.01% | −494−11.9% | Reduced |
| Profund Advisors LLC | 3,665 | $251.1K | 0.01% | +91+2.5% | Added |
| Advisor Group Holdings, Inc. | 3,957 | $271.1K | 0.00% | +551+16.2% | Added |
| Franklin Resources Inc | 3,913 | $272.6K | 0.00% | +35+0.9% | Added |
| Nisa Investment Advisors, LLC | 4,043 | $277.0K | 0.00% | +2,100+108.1% | Added |
| CIBC Asset Management Inc | 4,080 | $279.5K | 0.00% | +11+0.3% | Added |
| Diametric Capital, LP | 4,118 | $282.1K | 0.14% | +4,118 | New |