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, Q4 2024
Institutional positions in Moelis & Co as of Dec 31, 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
- 352
- +24 vs. Q3 2024
- Shares held
- 71.1M
- −86.2K (−0.1%) vs. Q3 2024
- Total value
- $5.26B
- +$375.8M (+7.7%) vs. Q3 2024
- New holders
- 65
- 115 more added
- Sold out
- 41
- 118 more reduced
6 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Moelis & Co; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 8,405,993 | $621.0M | 0.01% | +15,617+0.2% | Added |
| Vanguard Group Inc | 8,147,315 | $601.9M | 0.01% | +99,766+1.2% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 7,097,345 | $524.4M | 1.21% | −136,492−1.9% | Reduced |
| London Co of Virginia | 3,668,831 | $271.1M | 1.48% | −24,051−0.7% | Reduced |
| State Street Corp | 2,858,839 | $211.2M | 0.01% | +124,888+4.6% | Added |
| Wasatch Advisors Inc | 2,632,536 | $194.5M | 0.96% | −215,537−7.6% | Reduced |
| Ameriprise Financial Inc | 2,165,231 | $160.0M | 0.04% | −77,477−3.5% | Reduced |
| Timucuan Asset Management Inc | 1,998,515 | $147.7M | 4.52% | −584,980−22.6% | Reduced |
| Goldman Sachs Group Inc | 1,777,364 | $131.3M | 0.03% | −183,214−9.3% | Reduced |
| Geode Capital Management, LLC | 1,585,802 | $117.2M | 0.01% | −4,514−0.3% | Reduced |
| Citadel Advisors LLC | 1,304,881 | $96.4M | 0.09% | +198,703+18.0% | Added |
| Madison Asset Management, LLC | 1,164,887 | $86.1M | 0.97% | −394,434−25.3% | Reduced |
| Madison Investment Advisors, LLC | 1,164,887 | $86.1M | 0.97% | +1,164,887 | New |
| JPMorgan Chase & Co | 1,152,899 | $85.2M | 0.01% | −53,219−4.4% | Reduced |
| Wells Fargo & Company | 960,478 | $71.0M | 0.02% | −108,507−10.2% | Reduced |
| Charles Schwab Investment Management Inc | 935,552 | $69.1M | 0.01% | +12,632+1.4% | Added |
| Lord, Abbett & Co. LLC | 894,212 | $66.1M | 0.21% | −79,928−8.2% | Reduced |
| HighTower Advisors, LLC | 875,868 | $64.7M | 0.09% | −20,367−2.3% | Reduced |
| Northern Trust Corp | 860,125 | $63.5M | 0.01% | +36,736+4.5% | Added |
| Heard Capital LLC | 841,970 | $62.2M | 3.70% | −956,390−53.2% | Reduced |
| Assenagon Asset Management S.A. | 768,945 | $56.8M | 0.10% | +53,473+7.5% | Added |
| Balyasny Asset Management LLC | 723,384 | $53.4M | 0.12% | +494,123+215.5% | Added |
| Capital World Investors | 719,000 | $53.1M | 0.01% | 00.0% | Unchanged |
| Norges Bank | 712,101 | $52.6M | 0.01% | −33,450−4.5% | Reduced |
| Dimensional Fund Advisors LP | 707,226 | $52.3M | 0.01% | −23,878−3.3% | Reduced |
| Morgan Stanley | 667,324 | $49.3M | 0.00% | −107,751−13.9% | Reduced |
| Bank of New York Mellon Corp | 651,190 | $48.1M | 0.01% | −40,640−5.9% | Reduced |
| Bank of America Corp | 616,604 | $45.6M | 0.00% | +77,224+14.3% | Added |
| Natixis Advisors, L.P. | 594,467 | $43.9M | 0.08% | −210,393−26.1% | Reduced |
| Bamco Inc | 527,186 | $38.9M | 0.10% | 00.0% | Unchanged |
| Royal Bank of Canada | 441,970 | $32.7M | 0.01% | −214,457−32.7% | Reduced |
| Tributary Capital Management, LLC | 439,778 | $32.5M | 2.52% | +5,062+1.2% | Added |
| Artisan Partners Limited Partnership | 429,338 | $31.7M | 0.05% | −77,371−15.3% | Reduced |
| Emerald Advisers, LLC | 426,994 | $31.5M | 1.22% | −13,336−3.0% | Reduced |
| Raymond James Financial Inc | 377,028 | $27.9M | 0.01% | +377,028 | New |
| Envestnet Asset Management Inc | 352,868 | $26.1M | 0.01% | −1,892−0.5% | Reduced |
| Invesco Ltd. | 345,245 | $25.5M | 0.00% | +63,726+22.6% | Added |
| Principal Financial Group Inc | 344,467 | $25.4M | 0.01% | +11,097+3.3% | Added |
| Voya Investment Management LLC | 323,953 | $23.9M | 0.02% | +3,282+1.0% | Added |
| UBS Group AG | 308,321 | $22.8M | 0.01% | +155,469+101.7% | Added |
| Emerald Mutual Fund Advisers Trust | 301,224 | $22.3M | 1.35% | −59,647−16.5% | Reduced |
| Axiom Investors LLC | 283,193 | $20.9M | 0.15% | +97,241+52.3% | Added |
| Capital Research Global Investors | 280,460 | $20.7M | 0.00% | +280,460 | New |
| SEI Investments Co | 275,669 | $20.4M | 0.03% | −8,691−3.1% | Reduced |
| Cramer Rosenthal McGlynn LLC | 260,045 | $19.2M | 1.09% | −42,962−14.2% | Reduced |
| Deutsche Bank AG | 255,444 | $18.9M | 0.01% | +70,300+38.0% | Added |
| Fred Alger Management, LLC | 221,927 | $16.4M | 0.08% | +221,927 | New |
| Fisher Asset Management, LLC | 220,770 | $16.3M | 0.01% | +158,200+252.8% | Added |
| Legal & General Group Plc | 196,197 | $14.5M | 0.00% | +2,335+1.2% | Added |
| Rhumbline Advisers | 195,814 | $14.5M | 0.01% | +1,954+1.0% | Added |
| Stifel Financial Corp | 193,422 | $14.3M | 0.01% | −48,350−20.0% | Reduced |
| Capital Management Corp | 181,088 | $13.4M | 2.40% | +629+0.3% | Added |
| Nuveen Asset Management, LLC | 177,507 | $13.1M | 0.00% | −1,107−0.6% | Reduced |
| Public Sector Pension Investment Board | 175,843 | $13.0M | 0.05% | +26,529+17.8% | Added |
| UBS Asset Management Americas Inc | 175,795 | $13.0M | 0.00% | +30,592+21.1% | Added |
| Winslow Asset Management Inc | 171,949 | $12.7M | 2.53% | −3,230−1.8% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 168,000 | $12.4M | 0.03% | +70,000+71.4% | Added |
| Wealth Enhancement Advisory Services, LLC | 154,342 | $11.4M | 0.02% | +10,601+7.4% | Added |
| Renaissance Technologies LLC | 146,444 | $10.8M | 0.02% | +62,800+75.1% | Added |
| Barclays PLC | 143,951 | $10.6M | 0.01% | +1,813+1.3% | Added |
| Swiss National Bank | 138,400 | $10.2M | 0.01% | +1,000+0.7% | Added |
| HSBC Holdings PLC | 134,884 | $10.1M | 0.01% | −15,699−10.4% | Reduced |
| FMR LLC | 134,127 | $9.91M | 0.00% | +8,000+6.3% | Added |
| Hodges Capital Management Inc. | 123,840 | $9.15M | 0.55% | +123,840 | New |
| First Eagle Investment Management, LLC | 118,251 | $8.74M | 0.02% | −2,500−2.1% | Reduced |
| Jacobs Levy Equity Management, Inc | 118,223 | $8.73M | 0.03% | +16,482+16.2% | Added |
| Tudor Investment Corp Et Al | 117,952 | $8.71M | 0.09% | +117,952 | New |
| Millennium Management LLC | 113,187 | $8.36M | 0.01% | −125,630−52.6% | Reduced |
| Pier Capital, LLC | 107,741 | $7.96M | 1.14% | −11,248−9.5% | Reduced |
| Citigroup Inc | 99,318 | $7.34M | 0.01% | +12,105+13.9% | Added |
| Regions Financial Corp | 97,528 | $7.21M | 0.05% | −3,856−3.8% | Reduced |
| Algert Global LLC | 91,610 | $6.77M | 0.16% | +91,610 | New |
| Jennison Associates LLC | 87,109 | $6.44M | 0.00% | −1,125−1.3% | Reduced |
| Royce & Associates LP | 86,810 | $6.41M | 0.06% | −25,678−22.8% | Reduced |
| Alliancebernstein L.P. | 86,005 | $6.35M | 0.00% | +540+0.6% | Added |
| Victory Capital Management Inc | 85,865 | $6.34M | 0.01% | +663+0.8% | Added |
| Great West Life Assurance Co | 81,534 | $6.02M | 0.01% | +2,248+2.8% | Added |
| Palisades Investment Partners, LLC | 76,526 | $5.65M | 2.39% | +6,511+9.3% | Added |
| D. E. Shaw & Co., Inc. | 75,886 | $5.61M | 0.01% | +18,233+31.6% | Added |
| Weiss Asset Management LP | 73,977 | $5.47M | 0.12% | +58,011+363.3% | Added |
| EFG Asset Management (North America) Corp. | 72,599 | $5.36M | 0.73% | +45,945+172.4% | Added |
| Prudential Financial Inc | 71,687 | $5.30M | 0.01% | −2,554−3.4% | Reduced |
| Arrowstreet Capital, Limited Partnership | 66,777 | $4.93M | 0.00% | +66,777 | New |
| California State Teachers Retirement System | 65,827 | $4.86M | 0.01% | −747−1.1% | Reduced |
| Trexquant Investment LP | 62,475 | $4.62M | 0.05% | +62,475 | New |
| Mutual of America Capital Management LLC | 60,687 | $4.48M | 0.05% | −15,624−20.5% | Reduced |
| Cinctive Capital Management LP | 60,457 | $4.47M | 0.24% | +45,490+303.9% | Added |
| Blue Zone Wealth Advisors, LLC | 58,786 | $4.34M | 1.25% | −50.0% | Reduced |
| LPL Financial LLC | 57,774 | $4.27M | 0.00% | +7,213+14.3% | Added |
| Diversify Wealth Management, LLC | 58,976 | $4.21M | 0.33% | +29,220+98.2% | Added |
| Man Group plc | 56,959 | $4.21M | 0.01% | +28,342+99.0% | Added |
| Richard Bernstein Advisors LLC | 56,774 | $4.19M | 0.10% | 00.0% | Unchanged |
| Vestmark Advisory Solutions, Inc. | 55,409 | $4.09M | 0.14% | +907+1.7% | Added |
| Chevy Chase Trust Holdings, Inc. | 55,014 | $4.06M | 0.01% | −795−1.4% | Reduced |
| Thrivent Financial for Lutherans | 54,560 | $4.03M | 0.01% | −696−1.3% | Reduced |
| Qube Research & Technologies Ltd | 52,147 | $3.85M | 0.01% | −19,336−27.0% | Reduced |
| New York State Common Retirement Fund | 51,864 | $3.83M | 0.01% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 51,681 | $3.82M | 0.00% | −294−0.6% | Reduced |
| Park Circle Co | 50,176 | $3.71M | 3.37% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 49,741 | $3.67M | 0.06% | −8,819−15.1% | Reduced |