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 |
|---|---|---|---|---|---|
| Raymond James & Associates | 372,919 | $25.5M | 0.02% | +2,053+0.6% | Added |
| Tributary Capital Management, LLC | 434,716 | $29.8M | 2.31% | −1,826−0.4% | Reduced |
| Emerald Advisers, LLC | 440,330 | $30.2M | 1.17% | +5,844+1.3% | Added |
| Westwood Holdings Group Inc. | 486,176 | $33.3M | 0.14% | −99,299−17.0% | Reduced |
| Artisan Partners Limited Partnership | 506,709 | $34.7M | 0.05% | −562,460−52.6% | Reduced |
| Bamco Inc | 527,186 | $36.1M | 0.10% | −20,561−3.8% | Reduced |
| Bank of America Corp | 539,380 | $37.0M | 0.00% | −5,022−0.9% | Reduced |
| Royal Bank of Canada | 656,427 | $45.0M | 0.01% | +64,637+10.9% | Added |
| Bank of New York Mellon Corp | 691,830 | $47.4M | 0.01% | −63,711−8.4% | Reduced |
| Assenagon Asset Management S.A. | 715,472 | $49.0M | 0.10% | +715,472 | New |
| Capital World Investors | 719,000 | $49.3M | 0.01% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 731,104 | $50.1M | 0.01% | −61,566−7.8% | Reduced |
| Norges Bank | 745,551 | $51.1M | 0.01% | +86,342+13.1% | Added |
| Morgan Stanley | 775,075 | $53.1M | 0.00% | +140,850+22.2% | Added |
| Natixis Advisors, L.P. | 804,860 | $55.1M | 0.11% | +96,720+13.7% | Added |
| Northern Trust Corp | 823,389 | $56.4M | 0.01% | +106,393+14.8% | Added |
| HighTower Advisors, LLC | 896,235 | $61.4M | 0.09% | −139,206−13.4% | Reduced |
| Charles Schwab Investment Management Inc | 922,920 | $63.2M | 0.01% | +16,830+1.9% | Added |
| Lord, Abbett & Co. LLC | 974,140 | $66.7M | 0.21% | −145,292−13.0% | Reduced |
| Wells Fargo & Company | 1,068,985 | $73.2M | 0.02% | −1,336−0.1% | Reduced |
| Citadel Advisors LLC | 1,106,178 | $75.8M | 0.08% | +1,001,915+960.9% | Added |
| JPMorgan Chase & Co | 1,206,118 | $82.6M | 0.01% | −256,185−17.5% | Reduced |
| Madison Asset Management, LLC | 1,559,321 | $106.8M | 1.20% | −211,514−11.9% | Reduced |
| Geode Capital Management, LLC | 1,590,316 | $109.0M | 0.01% | +10,698+0.7% | Added |
| Heard Capital LLC | 1,798,360 | $123.2M | 6.91% | −352,350−16.4% | Reduced |
| Goldman Sachs Group Inc | 1,960,578 | $134.3M | 0.03% | −635,031−24.5% | Reduced |
| Ameriprise Financial Inc | 2,242,708 | $153.6M | 0.04% | +490,955+28.0% | Added |
| Timucuan Asset Management Inc | 2,583,495 | $177.0M | 5.37% | −458,070−15.1% | Reduced |
| State Street Corp | 2,733,951 | $187.3M | 0.01% | +3,271+0.1% | Added |
| Wasatch Advisors Inc | 2,848,073 | $195.1M | 0.96% | −733,752−20.5% | Reduced |
| London Co of Virginia | 3,692,882 | $253.0M | 1.33% | +70,334+1.9% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 7,233,837 | $495.6M | 1.09% | +43,616+0.6% | Added |
| Vanguard Group Inc | 8,047,549 | $551.3M | 0.01% | −106,389−1.3% | Reduced |
| BlackRock, Inc. | 8,390,376 | $574.8M | 0.01% | +8,390,376 | New |
| Grandeur Peak Global Advisors, LLC | 0 | $0 | 0.00% | −50,447−100.0% | Sold out |
| Federation des caisses Desjardins du Quebec | 0 | $0 | 0.00% | −16,294−100.0% | Sold out |
| American Century Companies Inc | 0 | $0 | 0.00% | −15,448−100.0% | Sold out |
| UniSuper Management Pty Ltd | 0 | $0 | 0.00% | −14,103−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −12,633−100.0% | Sold out |
| Alberta Investment Management Corp | 0 | $0 | 0.00% | −9,301−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −8,428−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −8,112−100.0% | Sold out |
| Algert Global LLC | 0 | $0 | 0.00% | −6,711−100.0% | Sold out |
| Crossmark Global Holdings, Inc. | 0 | $0 | 0.00% | −4,543−100.0% | Sold out |
| Juncture Wealth Strategies, LLC | 0 | $0 | 0.00% | −4,400−100.0% | Sold out |
| PDT Partners, LLC | 0 | $0 | 0.00% | −3,989−100.0% | Sold out |
| Wedbush Securities Inc | 0 | $0 | 0.00% | −3,623−100.0% | Sold out |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −1,992−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −1,909−100.0% | Sold out |
| Annis Gardner Whiting Capital Advisors, LLC | 0 | $0 | 0.00% | −543−100.0% | Sold out |
| Raffa Wealth Management, LLC | 0 | $0 | 0.00% | −463−100.0% | Sold out |
| BOK Financial Private Wealth, Inc. | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −57−100.0% | Sold out |
| Triad Wealth Partners, LLC | 0 | $0 | 0.00% | −31−100.0% | Sold out |
| Innealta Capital, LLC | 0 | $0 | 0.00% | −18−100.0% | Sold out |
| BlackRock Inc. | – | – | – | – | Not filed |
| Arden Trust Co | – | – | – | – | Not filed |
| Heritage Wealth Management, LLC | – | – | – | – | Not filed |
| Benjamin F. Edwards & Company, Inc. | – | – | – | – | Not filed |