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 |
|---|---|---|---|---|---|
| Argent Trust Co | 7,420 | $508.3K | 0.02% | +275+3.8% | Added |
| Ameritas Investment Partners, Inc. | 7,160 | $490.5K | 0.02% | +236+3.4% | Added |
| D.A. Davidson & Co. | 7,056 | $483.4K | 0.00% | 00.0% | Unchanged |
| First National Advisers, LLC | 7,051 | $483.1K | 0.08% | +562+8.7% | Added |
| JustInvest LLC | 6,944 | $475.7K | 0.01% | +554+8.7% | Added |
| Legacy Capital Wealth Partners, LLC | 6,781 | $464.6K | 0.09% | +6,781 | New |
| Truist Financial Corp | 6,777 | $464.3K | 0.00% | +1,017+17.7% | Added |
| Private Advisor Group, LLC | 6,594 | $451.7K | 0.00% | +1,544+30.6% | Added |
| Capital Investment Advisory Services, LLC | 6,542 | $448.2K | 0.04% | −196−2.9% | Reduced |
| O'Rourke & Company, Inc | 6,489 | $444.5K | 0.22% | +294+4.7% | Added |
| Venturi Wealth Management, LLC | 6,443 | $441.4K | 0.02% | +2,213+52.3% | Added |
| Quantbot Technologies LP | 6,302 | $431.8K | 0.02% | −10,517−62.5% | Reduced |
| nVerses Capital, LLC | 6,300 | $431.6K | 0.20% | +3,300+110.0% | Added |
| Kolinsky Wealth Management, LLC | 6,052 | $414.6K | 0.27% | +12+0.2% | Added |
| STRS Ohio | 6,000 | $411.1K | 0.00% | +1,400+30.4% | Added |
| Riverview Capital Advisers, LLC | 5,980 | $409.7K | 0.13% | 00.0% | Unchanged |
| Creative Planning | 5,800 | $397.4K | 0.00% | −72−1.2% | Reduced |
| Cetera Investment Advisers | 5,744 | $393.5K | 0.00% | −340−5.6% | Reduced |
| Teza Capital Management LLC | 5,733 | $392.8K | 0.04% | −1,603−21.9% | Reduced |
| Captrust Financial Advisors | 5,458 | $373.9K | 0.00% | +1,306+31.5% | Added |
| Acadian Asset Management LLC | 5,441 | $372.0K | 0.00% | +5,441 | New |
| Baldwin Brothers Inc | 5,210 | $356.9K | 0.02% | +5,156+9,548.1% | Added |
| SG Americas Securities, LLC | 4,964 | $340.0K | 0.00% | −1,043−17.4% | Reduced |
| CI Private Wealth, LLC | 4,878 | $334.2K | 0.00% | +4,878 | New |
| Petrus Trust Company, LTA | 4,836 | $331.3K | 0.03% | +4,836 | New |
| Xponance, Inc. | 4,639 | $317.8K | 0.00% | +138+3.1% | Added |
| Centiva Capital, LP | 4,612 | $316.0K | 0.01% | +4,612 | New |
| RSM US Wealth Management LLC | 4,644 | $315.5K | 0.00% | +119+2.6% | Added |
| Equitable Holdings, Inc. | 4,600 | $315.1K | 0.00% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 4,540 | $311.0K | 0.00% | +20.0% | Added |
| Tritonpoint Wealth, LLC | 4,492 | $309.6K | 0.03% | 00.0% | Unchanged |
| Paloma Partners Management Co | 4,258 | $291.7K | 0.02% | +4,258 | New |
| Heritage Family Offices, LLP | 4,251 | $291.3K | 0.15% | −19−0.4% | Reduced |
| Snowden Capital Advisors LLC | 4,220 | $289.1K | 0.01% | +11+0.3% | Added |
| Diametric Capital, LP | 4,118 | $282.1K | 0.14% | +4,118 | New |
| CIBC Asset Management Inc | 4,080 | $279.5K | 0.00% | +11+0.3% | Added |
| Nisa Investment Advisors, LLC | 4,043 | $277.0K | 0.00% | +2,100+108.1% | Added |
| Franklin Resources Inc | 3,913 | $272.6K | 0.00% | +35+0.9% | Added |
| Advisor Group Holdings, Inc. | 3,957 | $271.1K | 0.00% | +551+16.2% | Added |
| Profund Advisors LLC | 3,665 | $251.1K | 0.01% | +91+2.5% | Added |
| Raymond James Trust N.A. | 3,656 | $250.5K | 0.01% | −494−11.9% | Reduced |
| Bridgefront Capital, LLC | 3,551 | $243.3K | 0.09% | +3,551 | New |
| Simon Quick Advisors, LLC | 3,542 | $242.7K | 0.02% | +8+0.2% | Added |
| Raymond James Financial Services Advisors, Inc. | 3,522 | $241.3K | 0.00% | +3,522 | New |
| Trajan Wealth LLC | 3,478 | $238.3K | 0.01% | −220−5.9% | Reduced |
| Prelude Capital Management, LLC | 3,457 | $236.8K | 0.02% | +3,457 | New |
| Robertson Stephens Wealth Management, LLC | 3,415 | $234.0K | 0.01% | +3,415 | New |
| Vident Advisory, LLC | 3,290 | $225.5K | 0.01% | +3,290 | New |
| Engineers Gate Manager LP | 3,206 | $219.6K | 0.00% | +3,206 | New |
| Qsemble Capital Management, LP | 3,079 | $210.9K | 0.04% | +3,079 | New |
| Callan Family Office, LLC | 3,049 | $208.9K | 0.04% | +3,049 | New |
| Fulton Bank, N.A. | 3,016 | $206.6K | 0.01% | +3,016 | New |
| Shelton Capital Management | 3,003 | $205.7K | 0.01% | +3,003 | New |
| DGS Capital Management, LLC | 2,945 | $201.8K | 0.05% | +2,945 | New |
| Mount Yale Investment Advisors, LLC | 2,707 | $185.5K | 0.02% | +2,707 | New |
| CWM, LLC | 2,396 | $164.0K | 0.00% | +48+2.0% | Added |
| KBC Group NV | 2,068 | $142.0K | 0.00% | +405+24.4% | Added |
| Harvest Fund Management Co., Ltd | 1,895 | $130.0K | 0.01% | +1,895 | New |
| Tower Research Capital LLC (TRC) | 1,845 | $126.4K | 0.00% | −11,909−86.6% | Reduced |
| Walleye Trading LLC | 1,692 | $115.9K | 0.00% | +1,692 | New |
| State of Wyoming | 1,667 | $114.2K | 0.02% | +84+5.3% | Added |
| HM Payson & Co | 1,573 | $107.8K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 1,553 | $106.4K | 0.01% | +1,553 | New |
| Parallel Advisors, LLC | 1,388 | $95.1K | 0.00% | −153−9.9% | Reduced |
| Signaturefd, LLC | 1,200 | $82.2K | 0.00% | −14−1.2% | Reduced |
| Farther Finance Advisors, LLC | 1,197 | $82.0K | 0.00% | +69+6.1% | Added |
| Walleye Capital LLC | 1,139 | $78.0K | 0.00% | −1,947−63.1% | Reduced |
| 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 |
| IFP Advisors, Inc | 1,063 | $72.8K | 0.00% | +984+1,245.6% | Added |
| Private Trust Co NA | 1,060 | $72.6K | 0.01% | 00.0% | Unchanged |
| GAMMA Investing LLC | 995 | $68.2K | 0.01% | +534+115.8% | Added |
| Catalyst Funds Management Pty Ltd | 900 | $61.7K | 0.01% | +900 | New |
| Ronald Blue Trust, Inc. | 1,081 | $61.5K | 0.00% | +712+193.0% | Added |
| Fifth Third Bancorp | 808 | $55.4K | 0.00% | +628+348.9% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 804 | $55.1K | 0.00% | −24−2.9% | Reduced |
| Colonial Trust Co | 777 | $53.2K | 0.01% | +77+11.0% | Added |
| Eagle Bay Advisors LLC | 770 | $52.8K | 0.02% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 726 | $49.7K | 0.01% | +10+1.4% | Added |
| Clearstead Advisors, LLC | 603 | $41.3K | 0.00% | −4,967−89.2% | Reduced |
| Umb Bank N A | 482 | $33.0K | 0.00% | −15−3.0% | Reduced |
| Quadrant Capital Group LLC | 450 | $30.8K | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 413 | $28.3K | 0.00% | 00.0% | Unchanged |
| Danske Bank A/S | 400 | $27.4K | 0.00% | +400 | New |
| Reston Wealth Management LLC | 387 | $26.5K | 0.01% | +387 | New |
| Nomura Asset Management Co Ltd | 380 | $26.0K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 371 | $25.4K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 363 | $24.9K | 0.00% | +2+0.6% | Added |
| City State Bank | 350 | $24.0K | 0.01% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 331 | $22.8K | 0.00% | +142+75.1% | Added |
| Reuter James Wealth Management, LLC | 286 | $19.6K | 0.00% | +286 | New |
| Lindbrook Capital, LLC | 273 | $18.7K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 261 | $17.9K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 229 | $15.7K | 0.01% | +1+0.4% | Added |
| Ashton Thomas Securities, LLC | 228 | $15.6K | 0.00% | +228 | New |
| Smartleaf Asset Management LLC | 217 | $15.0K | 0.00% | −32−12.9% | Reduced |
| Quarry LP | 216 | $14.8K | 0.00% | +216 | New |
| Capital Advisors, Ltd. LLC | 200 | $14.0K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 198 | $13.6K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 155 | $10.6K | 0.00% | 00.0% | Unchanged |