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 |
|---|---|---|---|---|---|
| Campbell & CO Investment Adviser LLC | 46,226 | $3.17M | 0.24% | +46,226 | New |
| First National Bank of Omaha | 44,345 | $3.04M | 0.19% | −668−1.5% | Reduced |
| BNP Paribas Arbitrage, SA | 42,526 | $2.91M | 0.00% | +10,377+32.3% | Added |
| Oppenheimer Asset Management Inc. | 42,363 | $2.90M | 0.03% | −8,912−17.4% | Reduced |
| Price T Rowe Associates Inc | 41,768 | $2.86M | 0.00% | +2,030+5.1% | Added |
| Corebridge Financial, Inc. | 40,555 | $2.78M | 0.01% | −428−1.0% | Reduced |
| State of Alaska, Department of Revenue | 40,153 | $2.75M | 0.03% | −1,153−2.8% | Reduced |
| MetLife Investment Management | 39,773 | $2.72M | 0.02% | −982−2.4% | Reduced |
| Pathstone Holdings, LLC | 39,715 | $2.72M | 0.01% | −7,409−15.7% | Reduced |
| Illinois Municipal Retirement Fund | 38,872 | $2.66M | 0.04% | +20+0.1% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 38,657 | $2.65M | 0.01% | +4,490+13.1% | Added |
| Eagle Rock Investment Company, LLC | 38,598 | $2.64M | 0.44% | 00.0% | Unchanged |
| Diversify Advisory Services, LLC | 37,355 | $2.63M | 0.14% | −10,196−21.4% | 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 |
| Allianz Asset Management GmbH | 37,256 | $2.55M | 0.00% | −29,610−44.3% | Reduced |
| Janney Montgomery Scott LLC | 36,005 | $2.47M | 0.01% | −2,154−5.6% | Reduced |
| Louisiana State Employees Retirement System | 34,000 | $2.33M | 0.04% | −1,400−4.0% | Reduced |
| Verdence Capital Advisors LLC | 33,676 | $2.31M | 0.18% | −3,407−9.2% | Reduced |
| Janus Henderson Group PLC | 33,326 | $2.28M | 0.00% | 00.0% | Unchanged |
| M&T Bank Corp | 31,349 | $2.15M | 0.01% | −537−1.7% | Reduced |
| Empowered Funds, LLC | 30,514 | $2.09M | 0.03% | +1,706+5.9% | Added |
| Seven Eight Capital, LP | 30,265 | $2.07M | 0.19% | +30,265 | New |
| Monashee Investment Management LLC | 30,000 | $2.06M | 0.22% | +30,000 | New |
| Diversify Wealth Management, LLC | 29,756 | $2.03M | 0.20% | +3,062+11.5% | Added |
| State of New Jersey Common Pension Fund D | 29,349 | $2.01M | 0.01% | −4,102−12.3% | Reduced |
| Public Employees Retirement System of Ohio | 28,772 | $1.97M | 0.01% | −4,398−13.3% | Reduced |
| Strata Wealth Advisors, LLC | 28,712 | $1.97M | 0.63% | −716−2.4% | Reduced |
| Man Group plc | 28,617 | $1.96M | 0.01% | +1,970+7.4% | Added |
| Yousif Capital Management, LLC | 27,705 | $1.90M | 0.02% | −966−3.4% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 27,255 | $1.87M | 0.09% | −2,619−8.8% | Reduced |
| Holocene Advisors, LP | 26,755 | $1.83M | 0.01% | +26,755 | New |
| EFG Asset Management (North America) Corp. | 26,654 | $1.83M | 0.31% | −325−1.2% | Reduced |
| Atria Investments LLC | 25,197 | $1.73M | 0.02% | +1,107+4.6% | Added |
| Dynamic Technology Lab Private Ltd | 24,870 | $1.70M | 0.18% | +24,870 | New |
| Two Sigma Advisers, LP | 24,200 | $1.66M | 0.00% | +4,800+24.7% | Added |
| Gabelli Funds LLC | 24,050 | $1.65M | 0.01% | −2,500−9.4% | Reduced |
| Maryland State Retirement & Pension System | 23,761 | $1.63M | 0.03% | −769−3.1% | Reduced |
| TownSquare Capital, LLC | 23,611 | $1.62M | 0.02% | −49−0.2% | Reduced |
| Hilton Capital Management, LLC | 23,417 | $1.60M | 0.12% | +23,417 | New |
| Ensign Peak Advisors, Inc | 22,895 | $1.57M | 0.00% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 22,800 | $1.56M | 0.04% | +2,000+9.6% | Added |
| Teachers Retirement System of the State of Kentucky | 21,500 | $1.47M | 0.01% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 20,985 | $1.44M | 0.06% | +2,826+15.6% | Added |
| Amalgamated Bank | 20,628 | $1.41M | 0.01% | −745−3.5% | Reduced |
| Arizona State Retirement System | 20,257 | $1.39M | 0.01% | +1,591+8.5% | Added |
| Intech Investment Management LLC | 19,398 | $1.33M | 0.01% | +19,398 | New |
| State of Tennessee, Treasury Department | 19,297 | $1.32M | 0.00% | +1,832+10.5% | Added |
| State Board of Administration of Florida Retirement System | 19,033 | $1.30M | 0.00% | 00.0% | Unchanged |
| Trust Point Inc. | 18,976 | $1.30M | 0.10% | +147+0.8% | Added |
| Toroso Investments, LLC | 18,824 | $1.29M | 0.01% | +18,824 | New |
| Russell Investments Group, Ltd. | 18,627 | $1.28M | 0.00% | +1,053+6.0% | Added |
| Natixis | 18,500 | $1.27M | 0.01% | +18,500 | New |
| The PNC Financial Services Group, Inc. | 18,222 | $1.25M | 0.00% | +730+4.2% | Added |
| New York State Teachers Retirement System | 17,200 | $1.18M | 0.00% | −300−1.7% | Reduced |
| O'Shaughnessy Asset Management, LLC | 16,424 | $1.14M | 0.01% | +4,689+40.0% | Added |
| Oregon Public Employees Retirement Fund | 16,549 | $1.13M | 0.02% | −500−2.9% | Reduced |
| AMG National Trust Bank | 16,280 | $1.12M | 0.03% | −9,982−38.0% | Reduced |
| Campbell Newman Asset Management Inc | 16,041 | $1.10M | 0.08% | −248−1.5% | Reduced |
| Weiss Asset Management LP | 15,966 | $1.09M | 0.03% | +15,966 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 15,495 | $1.06M | 0.00% | 00.0% | Unchanged |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 15,040 | $1.03M | 0.01% | −120−0.8% | Reduced |
| Cinctive Capital Management LP | 14,967 | $1.03M | 0.06% | −68,976−82.2% | Reduced |
| Harbor Advisors LLC | 14,800 | $1.01M | 0.17% | 00.0% | Unchanged |
| ProShare Advisors LLC | 14,739 | $1.01M | 0.00% | +4,380+42.3% | Added |
| SkyView Investment Advisors, LLC | 14,166 | $971.0K | 0.16% | +300+2.2% | Added |
| Cerity Partners LLC | 13,845 | $948.5K | 0.00% | +7,819+129.8% | Added |
| Resources Investment Advisors, LLC. | 13,812 | $946.2K | 0.01% | +172+1.3% | Added |
| XTX Topco Ltd | 13,736 | $941.1K | 0.07% | −2,788−16.9% | Reduced |
| Sanctuary Advisors, LLC | 12,214 | $916.7K | 0.01% | +2,463+25.3% | Added |
| Twinbeech Capital LP | 13,292 | $910.6K | 0.02% | +13,292 | New |
| Wiley Bros.-Aintree Capital, LLC | 12,794 | $876.5K | 0.02% | +3,685+40.5% | Added |
| OmniStar Financial Group, Inc. | 12,652 | $868.8K | 0.65% | +12,652 | New |
| First Hawaiian Bank | 12,626 | $865.0K | 0.03% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 12,263 | $840.1K | 0.00% | +8,040+190.4% | Added |
| Los Angeles Capital Management LLC | 12,248 | $839.1K | 0.00% | +3,190+35.2% | Added |
| State of Wisconsin Investment Board | 12,016 | $823.2K | 0.00% | +200+1.7% | Added |
| Quantum Private Wealth, LLC | 11,752 | $805.1K | 0.27% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 11,751 | $805.0K | 0.00% | 00.0% | Unchanged |
| Verition Fund Management LLC | 11,365 | $778.6K | 0.01% | +11,365 | New |
| Cornerstone Investment Partners, LLC | 11,325 | $775.9K | 0.04% | −38,687−77.4% | Reduced |
| US Bancorp | 10,722 | $734.6K | 0.00% | +2,256+26.6% | Added |
| Susquehanna International Group, LLP | 10,458 | $716.5K | 0.00% | +10,458 | New |
| Naples Global Advisors, LLC | 10,171 | $696.8K | 0.06% | 00.0% | Unchanged |
| Pictet Asset Management Holding SA | 10,096 | $691.8K | 0.00% | +815+8.8% | Added |
| Aster Capital Management (DIFC) Ltd | 9,880 | $676.9K | 0.15% | +9,880 | New |
| Wesbanco Bank Inc | 9,809 | $672.0K | 0.02% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 9,742 | $667.4K | 0.01% | +517+5.6% | Added |
| Pitcairn Co | 9,430 | $650.0K | 0.04% | −684−6.8% | Reduced |
| Everence Capital Management Inc | 9,440 | $647.0K | 0.04% | +1,750+22.8% | Added |
| Virtu Financial LLC | 9,242 | $633.0K | 0.03% | +9,242 | New |
| PEAK6 Investments LLC | 9,094 | $623.0K | 0.03% | +7,738+570.6% | Added |
| Apollon Wealth Management, LLC | 8,640 | $591.9K | 0.02% | −851−9.0% | Reduced |
| Curated Wealth Partners LLC | 8,613 | $590.1K | 0.08% | −374−4.2% | Reduced |
| Peak Financial Advisors LLC | 8,497 | $582.2K | 0.30% | −252−2.9% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 8,373 | $573.6K | 0.00% | +3,892+86.9% | Added |
| Mariner, LLC | 8,112 | $555.8K | 0.00% | −1,047−11.4% | Reduced |
| Bank of Montreal | 7,685 | $529.7K | 0.00% | +504+7.0% | Added |
| MML Investors Services, LLC | 7,679 | $526.0K | 0.00% | +921+13.6% | Added |
| Public Employees Retirement Association of Colorado | 7,648 | $524.0K | 0.00% | 00.0% | Unchanged |