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 |
|---|---|---|---|---|---|
| Snowden Capital Advisors LLC | 4,220 | $289.1K | 0.01% | +11+0.3% | Added |
| Heritage Family Offices, LLP | 4,251 | $291.3K | 0.15% | −19−0.4% | Reduced |
| Paloma Partners Management Co | 4,258 | $291.7K | 0.02% | +4,258 | New |
| Tritonpoint Wealth, LLC | 4,492 | $309.6K | 0.03% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 4,540 | $311.0K | 0.00% | +20.0% | Added |
| Equitable Holdings, Inc. | 4,600 | $315.1K | 0.00% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 4,644 | $315.5K | 0.00% | +119+2.6% | Added |
| Centiva Capital, LP | 4,612 | $316.0K | 0.01% | +4,612 | New |
| Xponance, Inc. | 4,639 | $317.8K | 0.00% | +138+3.1% | Added |
| Petrus Trust Company, LTA | 4,836 | $331.3K | 0.03% | +4,836 | New |
| CI Private Wealth, LLC | 4,878 | $334.2K | 0.00% | +4,878 | New |
| SG Americas Securities, LLC | 4,964 | $340.0K | 0.00% | −1,043−17.4% | Reduced |
| Baldwin Brothers Inc | 5,210 | $356.9K | 0.02% | +5,156+9,548.1% | Added |
| Acadian Asset Management LLC | 5,441 | $372.0K | 0.00% | +5,441 | New |
| Captrust Financial Advisors | 5,458 | $373.9K | 0.00% | +1,306+31.5% | Added |
| Teza Capital Management LLC | 5,733 | $392.8K | 0.04% | −1,603−21.9% | Reduced |
| Cetera Investment Advisers | 5,744 | $393.5K | 0.00% | −340−5.6% | Reduced |
| Creative Planning | 5,800 | $397.4K | 0.00% | −72−1.2% | Reduced |
| Riverview Capital Advisers, LLC | 5,980 | $409.7K | 0.13% | 00.0% | Unchanged |
| STRS Ohio | 6,000 | $411.1K | 0.00% | +1,400+30.4% | Added |
| Kolinsky Wealth Management, LLC | 6,052 | $414.6K | 0.27% | +12+0.2% | Added |
| nVerses Capital, LLC | 6,300 | $431.6K | 0.20% | +3,300+110.0% | Added |
| Quantbot Technologies LP | 6,302 | $431.8K | 0.02% | −10,517−62.5% | Reduced |
| Venturi Wealth Management, LLC | 6,443 | $441.4K | 0.02% | +2,213+52.3% | Added |
| O'Rourke & Company, Inc | 6,489 | $444.5K | 0.22% | +294+4.7% | Added |
| Capital Investment Advisory Services, LLC | 6,542 | $448.2K | 0.04% | −196−2.9% | Reduced |
| Private Advisor Group, LLC | 6,594 | $451.7K | 0.00% | +1,544+30.6% | Added |
| Truist Financial Corp | 6,777 | $464.3K | 0.00% | +1,017+17.7% | Added |
| Legacy Capital Wealth Partners, LLC | 6,781 | $464.6K | 0.09% | +6,781 | New |
| JustInvest LLC | 6,944 | $475.7K | 0.01% | +554+8.7% | Added |
| First National Advisers, LLC | 7,051 | $483.1K | 0.08% | +562+8.7% | Added |
| D.A. Davidson & Co. | 7,056 | $483.4K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 7,160 | $490.5K | 0.02% | +236+3.4% | Added |
| Argent Trust Co | 7,420 | $508.3K | 0.02% | +275+3.8% | Added |
| Public Employees Retirement Association of Colorado | 7,648 | $524.0K | 0.00% | 00.0% | Unchanged |
| MML Investors Services, LLC | 7,679 | $526.0K | 0.00% | +921+13.6% | Added |
| Bank of Montreal | 7,685 | $529.7K | 0.00% | +504+7.0% | Added |
| Mariner, LLC | 8,112 | $555.8K | 0.00% | −1,047−11.4% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 8,373 | $573.6K | 0.00% | +3,892+86.9% | Added |
| Peak Financial Advisors LLC | 8,497 | $582.2K | 0.30% | −252−2.9% | Reduced |
| Curated Wealth Partners LLC | 8,613 | $590.1K | 0.08% | −374−4.2% | Reduced |
| Apollon Wealth Management, LLC | 8,640 | $591.9K | 0.02% | −851−9.0% | Reduced |
| PEAK6 Investments LLC | 9,094 | $623.0K | 0.03% | +7,738+570.6% | Added |
| Virtu Financial LLC | 9,242 | $633.0K | 0.03% | +9,242 | New |
| Everence Capital Management Inc | 9,440 | $647.0K | 0.04% | +1,750+22.8% | Added |
| Pitcairn Co | 9,430 | $650.0K | 0.04% | −684−6.8% | Reduced |
| Steward Partners Investment Advisory, LLC | 9,742 | $667.4K | 0.01% | +517+5.6% | Added |
| Wesbanco Bank Inc | 9,809 | $672.0K | 0.02% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 9,880 | $676.9K | 0.15% | +9,880 | New |
| Pictet Asset Management Holding SA | 10,096 | $691.8K | 0.00% | +815+8.8% | Added |
| Naples Global Advisors, LLC | 10,171 | $696.8K | 0.06% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 10,458 | $716.5K | 0.00% | +10,458 | New |
| US Bancorp | 10,722 | $734.6K | 0.00% | +2,256+26.6% | Added |
| Cornerstone Investment Partners, LLC | 11,325 | $775.9K | 0.04% | −38,687−77.4% | Reduced |
| Verition Fund Management LLC | 11,365 | $778.6K | 0.01% | +11,365 | New |
| Handelsbanken Fonder AB | 11,751 | $805.0K | 0.00% | 00.0% | Unchanged |
| Quantum Private Wealth, LLC | 11,752 | $805.1K | 0.27% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 12,016 | $823.2K | 0.00% | +200+1.7% | Added |
| Los Angeles Capital Management LLC | 12,248 | $839.1K | 0.00% | +3,190+35.2% | Added |
| Mackenzie Financial Corp | 12,263 | $840.1K | 0.00% | +8,040+190.4% | Added |
| First Hawaiian Bank | 12,626 | $865.0K | 0.03% | 00.0% | Unchanged |
| OmniStar Financial Group, Inc. | 12,652 | $868.8K | 0.65% | +12,652 | New |
| Wiley Bros.-Aintree Capital, LLC | 12,794 | $876.5K | 0.02% | +3,685+40.5% | Added |
| Twinbeech Capital LP | 13,292 | $910.6K | 0.02% | +13,292 | New |
| Sanctuary Advisors, LLC | 12,214 | $916.7K | 0.01% | +2,463+25.3% | Added |
| XTX Topco Ltd | 13,736 | $941.1K | 0.07% | −2,788−16.9% | Reduced |
| Resources Investment Advisors, LLC. | 13,812 | $946.2K | 0.01% | +172+1.3% | Added |
| Cerity Partners LLC | 13,845 | $948.5K | 0.00% | +7,819+129.8% | Added |
| SkyView Investment Advisors, LLC | 14,166 | $971.0K | 0.16% | +300+2.2% | Added |
| ProShare Advisors LLC | 14,739 | $1.01M | 0.00% | +4,380+42.3% | Added |
| Harbor Advisors LLC | 14,800 | $1.01M | 0.17% | 00.0% | Unchanged |
| Cinctive Capital Management LP | 14,967 | $1.03M | 0.06% | −68,976−82.2% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 15,040 | $1.03M | 0.01% | −120−0.8% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 15,495 | $1.06M | 0.00% | 00.0% | Unchanged |
| Weiss Asset Management LP | 15,966 | $1.09M | 0.03% | +15,966 | New |
| Campbell Newman Asset Management Inc | 16,041 | $1.10M | 0.08% | −248−1.5% | Reduced |
| AMG National Trust Bank | 16,280 | $1.12M | 0.03% | −9,982−38.0% | Reduced |
| Oregon Public Employees Retirement Fund | 16,549 | $1.13M | 0.02% | −500−2.9% | Reduced |
| O'Shaughnessy Asset Management, LLC | 16,424 | $1.14M | 0.01% | +4,689+40.0% | Added |
| New York State Teachers Retirement System | 17,200 | $1.18M | 0.00% | −300−1.7% | Reduced |
| The PNC Financial Services Group, Inc. | 18,222 | $1.25M | 0.00% | +730+4.2% | Added |
| Natixis | 18,500 | $1.27M | 0.01% | +18,500 | New |
| Russell Investments Group, Ltd. | 18,627 | $1.28M | 0.00% | +1,053+6.0% | Added |
| Toroso Investments, LLC | 18,824 | $1.29M | 0.01% | +18,824 | New |
| Trust Point Inc. | 18,976 | $1.30M | 0.10% | +147+0.8% | Added |
| State Board of Administration of Florida Retirement System | 19,033 | $1.30M | 0.00% | 00.0% | Unchanged |
| State of Tennessee, Treasury Department | 19,297 | $1.32M | 0.00% | +1,832+10.5% | Added |
| Intech Investment Management LLC | 19,398 | $1.33M | 0.01% | +19,398 | New |
| Arizona State Retirement System | 20,257 | $1.39M | 0.01% | +1,591+8.5% | Added |
| Amalgamated Bank | 20,628 | $1.41M | 0.01% | −745−3.5% | Reduced |
| Harbor Capital Advisors, Inc. | 20,985 | $1.44M | 0.06% | +2,826+15.6% | Added |
| Teachers Retirement System of the State of Kentucky | 21,500 | $1.47M | 0.01% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 22,800 | $1.56M | 0.04% | +2,000+9.6% | Added |
| Ensign Peak Advisors, Inc | 22,895 | $1.57M | 0.00% | 00.0% | Unchanged |
| Hilton Capital Management, LLC | 23,417 | $1.60M | 0.12% | +23,417 | New |
| TownSquare Capital, LLC | 23,611 | $1.62M | 0.02% | −49−0.2% | Reduced |
| Maryland State Retirement & Pension System | 23,761 | $1.63M | 0.03% | −769−3.1% | Reduced |
| Gabelli Funds LLC | 24,050 | $1.65M | 0.01% | −2,500−9.4% | Reduced |
| Two Sigma Advisers, LP | 24,200 | $1.66M | 0.00% | +4,800+24.7% | Added |
| Dynamic Technology Lab Private Ltd | 24,870 | $1.70M | 0.18% | +24,870 | New |