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 |
|---|---|---|---|---|---|
| Atria Investments LLC | 25,197 | $1.73M | 0.02% | +1,107+4.6% | Added |
| EFG Asset Management (North America) Corp. | 26,654 | $1.83M | 0.31% | −325−1.2% | Reduced |
| Holocene Advisors, LP | 26,755 | $1.83M | 0.01% | +26,755 | New |
| Hennion & Walsh Asset Management, Inc. | 27,255 | $1.87M | 0.09% | −2,619−8.8% | Reduced |
| Yousif Capital Management, LLC | 27,705 | $1.90M | 0.02% | −966−3.4% | Reduced |
| Man Group plc | 28,617 | $1.96M | 0.01% | +1,970+7.4% | Added |
| Strata Wealth Advisors, LLC | 28,712 | $1.97M | 0.63% | −716−2.4% | Reduced |
| Public Employees Retirement System of Ohio | 28,772 | $1.97M | 0.01% | −4,398−13.3% | Reduced |
| State of New Jersey Common Pension Fund D | 29,349 | $2.01M | 0.01% | −4,102−12.3% | Reduced |
| Diversify Wealth Management, LLC | 29,756 | $2.03M | 0.20% | +3,062+11.5% | Added |
| Monashee Investment Management LLC | 30,000 | $2.06M | 0.22% | +30,000 | New |
| Seven Eight Capital, LP | 30,265 | $2.07M | 0.19% | +30,265 | New |
| Empowered Funds, LLC | 30,514 | $2.09M | 0.03% | +1,706+5.9% | Added |
| M&T Bank Corp | 31,349 | $2.15M | 0.01% | −537−1.7% | Reduced |
| Janus Henderson Group PLC | 33,326 | $2.28M | 0.00% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 33,676 | $2.31M | 0.18% | −3,407−9.2% | Reduced |
| Louisiana State Employees Retirement System | 34,000 | $2.33M | 0.04% | −1,400−4.0% | Reduced |
| Janney Montgomery Scott LLC | 36,005 | $2.47M | 0.01% | −2,154−5.6% | Reduced |
| Allianz Asset Management GmbH | 37,256 | $2.55M | 0.00% | −29,610−44.3% | Reduced |
| Brinker Capital Investments, LLC | 38,037 | $2.61M | 0.03% | −2,224−5.5% | Reduced |
| Orion Portfolio Solutions, LLC | 38,037 | $2.61M | 0.03% | −2,224−5.5% | Reduced |
| Diversify Advisory Services, LLC | 37,355 | $2.63M | 0.14% | −10,196−21.4% | Reduced |
| Eagle Rock Investment Company, LLC | 38,598 | $2.64M | 0.44% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 38,657 | $2.65M | 0.01% | +4,490+13.1% | Added |
| Illinois Municipal Retirement Fund | 38,872 | $2.66M | 0.04% | +20+0.1% | Added |
| Pathstone Holdings, LLC | 39,715 | $2.72M | 0.01% | −7,409−15.7% | Reduced |
| MetLife Investment Management | 39,773 | $2.72M | 0.02% | −982−2.4% | Reduced |
| State of Alaska, Department of Revenue | 40,153 | $2.75M | 0.03% | −1,153−2.8% | Reduced |
| Corebridge Financial, Inc. | 40,555 | $2.78M | 0.01% | −428−1.0% | Reduced |
| Price T Rowe Associates Inc | 41,768 | $2.86M | 0.00% | +2,030+5.1% | Added |
| Oppenheimer Asset Management Inc. | 42,363 | $2.90M | 0.03% | −8,912−17.4% | Reduced |
| BNP Paribas Arbitrage, SA | 42,526 | $2.91M | 0.00% | +10,377+32.3% | Added |
| First National Bank of Omaha | 44,345 | $3.04M | 0.19% | −668−1.5% | Reduced |
| Campbell & CO Investment Adviser LLC | 46,226 | $3.17M | 0.24% | +46,226 | New |
| Neuberger Berman Group LLC | 47,439 | $3.25M | 0.00% | −394−0.8% | Reduced |
| Salvus Wealth Management, LLC | 47,627 | $3.26M | 2.00% | −12,823−21.2% | Reduced |
| Comerica Bank | 48,068 | $3.29M | 0.01% | +548+1.2% | Added |
| HRT Financial LP | 49,370 | $3.38M | 0.02% | +49,370 | New |
| 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 |
| Park Circle Co | 50,176 | $3.44M | 3.06% | 00.0% | Unchanged |
| LPL Financial LLC | 50,561 | $3.46M | 0.00% | +1,665+3.4% | Added |
| New York State Common Retirement Fund | 51,864 | $3.55M | 0.00% | −7,400−12.5% | Reduced |
| Manufacturers Life Insurance Company, The | 51,975 | $3.56M | 0.00% | −2,487−4.6% | Reduced |
| SpiderRock Advisors, LLC | 54,071 | $3.70M | 0.08% | −3,419−5.9% | Reduced |
| Vestmark Advisory Solutions, Inc. | 54,502 | $3.73M | 0.14% | −709−1.3% | Reduced |
| Thrivent Financial for Lutherans | 55,256 | $3.79M | 0.01% | −3,149−5.4% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 55,809 | $3.82M | 0.01% | +22,963+69.9% | Added |
| Richard Bernstein Advisors LLC | 56,774 | $3.89M | 0.08% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 57,653 | $3.95M | 0.01% | +51,743+875.5% | Added |
| NewEdge Wealth, LLC | 58,560 | $4.01M | 0.07% | +8,737+17.5% | Added |
| Blue Zone Wealth Advisors, LLC | 58,791 | $4.03M | 1.25% | +737+1.3% | Added |
| Fisher Asset Management, LLC | 62,570 | $4.29M | 0.00% | +220+0.4% | Added |
| California State Teachers Retirement System | 66,574 | $4.56M | 0.01% | +1,221+1.9% | Added |
| EAM Investors, LLC | 67,931 | $4.65M | 0.70% | +67,931 | New |
| Palisades Investment Partners, LLC | 70,015 | $4.80M | 2.09% | +4,147+6.3% | Added |
| Qube Research & Technologies Ltd | 71,483 | $4.90M | 0.01% | +71,483 | New |
| Prudential Financial Inc | 74,241 | $5.09M | 0.01% | −2,491−3.2% | Reduced |
| Mutual of America Capital Management LLC | 76,311 | $5.23M | 0.06% | −2,457−3.1% | Reduced |
| Great West Life Assurance Co | 79,286 | $5.43M | 0.01% | +301+0.4% | Added |
| Renaissance Technologies LLC | 83,644 | $5.73M | 0.01% | +83,644 | New |
| Victory Capital Management Inc | 85,202 | $5.84M | 0.01% | +35,713+72.2% | Added |
| Alliancebernstein L.P. | 85,465 | $5.86M | 0.00% | −1,336,026−94.0% | Reduced |
| ExodusPoint Capital Management, LP | 86,452 | $5.92M | 0.06% | +86,452 | New |
| Citigroup Inc | 87,213 | $5.97M | 0.01% | +37,375+75.0% | Added |
| Jennison Associates LLC | 88,234 | $6.04M | 0.00% | −5,289−5.7% | Reduced |
| Jane Street Group, LLC | 88,742 | $6.08M | 0.01% | +10,710+13.7% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 98,000 | $6.71M | 0.02% | +74,800+322.4% | Added |
| Regions Financial Corp | 101,384 | $6.95M | 0.05% | +402+0.4% | Added |
| Jacobs Levy Equity Management, Inc | 101,741 | $6.97M | 0.03% | +101,741 | New |
| Susquehanna Portfolio Strategies, LLC | 109,275 | $7.49M | 0.51% | 00.0% | Unchanged |
| Royce & Associates LP | 112,488 | $7.71M | 0.07% | −68,040−37.7% | Reduced |
| Pier Capital, LLC | 118,989 | $8.15M | 1.15% | +118,989 | New |
| First Eagle Investment Management, LLC | 120,751 | $8.27M | 0.02% | −4,200−3.4% | Reduced |
| FMR LLC | 126,127 | $8.64M | 0.00% | +207+0.2% | Added |
| Swiss National Bank | 137,400 | $9.41M | 0.01% | +6,200+4.7% | Added |
| Barclays PLC | 142,138 | $9.74M | 0.00% | −122,978−46.4% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 143,741 | $9.85M | 0.02% | +8,342+6.2% | Added |
| UBS Asset Management Americas Inc | 145,203 | $9.95M | 0.00% | −13,663−8.6% | Reduced |
| Public Sector Pension Investment Board | 149,314 | $10.2M | 0.06% | −5,500−3.6% | Reduced |
| HSBC Holdings PLC | 150,583 | $10.3M | 0.01% | −96,072−38.9% | Reduced |
| UBS Group AG | 152,852 | $10.5M | 0.00% | −33,196−17.8% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 155,508 | $10.7M | 0.05% | −6,764−4.2% | Reduced |
| Winslow Asset Management Inc | 175,179 | $12.0M | 2.22% | +1,361+0.8% | Added |
| Nuveen Asset Management, LLC | 178,614 | $12.2M | 0.00% | −29,298−14.1% | Reduced |
| Capital Management Corp | 180,459 | $12.4M | 2.20% | −6,536−3.5% | Reduced |
| Deutsche Bank AG | 185,144 | $12.7M | 0.01% | −9,669−5.0% | Reduced |
| Axiom Investors LLC | 185,952 | $12.7M | 0.11% | +185,952 | New |
| Rhumbline Advisers | 193,860 | $13.3M | 0.01% | −7,613−3.8% | Reduced |
| Legal & General Group Plc | 193,862 | $13.3M | 0.00% | −2,015−1.0% | Reduced |
| Balyasny Asset Management LLC | 229,261 | $15.7M | 0.04% | +223,200+3,682.6% | Added |
| Millennium Management LLC | 238,817 | $16.4M | 0.01% | +238,817 | New |
| Stifel Financial Corp | 241,772 | $16.6M | 0.02% | +4,762+2.0% | Added |
| Invesco Ltd. | 281,519 | $19.3M | 0.00% | +181,616+181.8% | Added |
| SEI Investments Co | 284,360 | $19.5M | 0.03% | −21,511−7.0% | Reduced |
| Cramer Rosenthal McGlynn LLC | 303,007 | $20.8M | 1.15% | −77,200−20.3% | Reduced |
| Voya Investment Management LLC | 320,671 | $22.0M | 0.02% | −73,954−18.7% | Reduced |
| Principal Financial Group Inc | 333,370 | $22.8M | 0.01% | −16,322−4.7% | Reduced |
| Envestnet Asset Management Inc | 354,760 | $24.3M | 0.01% | +61,231+20.9% | Added |
| Emerald Mutual Fund Advisers Trust | 360,871 | $24.7M | 1.28% | −19,840−5.2% | Reduced |