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 |
|---|---|---|---|---|---|
| Covestor Ltd | 3 | $0 | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 0 | $65 | 0.00% | 0 | Unchanged |
| Skopos Labs, Inc. | 1 | $74 | 0.00% | +1 | New |
| Parkworth Wealth Management, Inc. | 1 | $74 | 0.00% | +1 | New |
| Capital A Wealth Management, LLC | 1 | $74 | 0.00% | +1 | New |
| Assetmark, Inc | 2 | $148 | 0.00% | +2 | New |
| Abound Wealth Management | 3 | $222 | 0.00% | −5−62.5% | Reduced |
| True Wealth Design, LLC | 3 | $222 | 0.00% | +3 | New |
| Larson Financial Group LLC | 4 | $296 | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 5 | $369 | 0.00% | +5 | New |
| WealthTrak Capital Management LLC | 5 | $370 | 0.00% | +5 | New |
| SJS Investment Consulting Inc. | 7 | $518 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 14 | $1.03K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 18 | $1.33K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 25 | $1.85K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 29 | $2.14K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 29 | $2.14K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 31 | $2.43K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 39 | $2.88K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 39 | $2.88K | 0.00% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 40 | $2.96K | 0.00% | +40 | New |
| Truvestments Capital LLC | 41 | $3.03K | 0.00% | +41 | New |
| Sound Income Strategies, LLC | 44 | $3.25K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 45 | $3.33K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 51 | $3.77K | 0.00% | 00.0% | Unchanged |
| Human Investing LLC | 54 | $3.99K | 0.00% | +54 | New |
| NBT Bank N A | 58 | $4.29K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 59 | $4.36K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 59 | $4.36K | 0.00% | +59 | New |
| High Note Wealth, LLC | 69 | $5.10K | 0.00% | +69 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 72 | $5.39K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 73 | $5.39K | 0.00% | +2+2.8% | Added |
| Principal Securities, Inc. | 76 | $5.62K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 78 | $5.76K | 0.00% | +38+95.0% | Added |
| Exchange Traded Concepts, LLC | 81 | $5.98K | 0.00% | +81 | New |
| Rothschild Investment LLC | 90 | $6.65K | 0.00% | +10+12.5% | Added |
| Danske Bank A/S | 100 | $7.39K | 0.00% | −300−75.0% | Reduced |
| Salem Investment Counselors Inc | 105 | $7.76K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 133 | $9.83K | 0.01% | +133 | New |
| Proequities, Inc. | 128 | $10.0K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 147 | $10.9K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 177 | $13.1K | 0.00% | +177 | New |
| SRS Capital Advisors, Inc. | 185 | $13.7K | 0.00% | +30+19.4% | Added |
| EverSource Wealth Advisors, LLC | 190 | $14.0K | 0.00% | +67+54.5% | Added |
| GWM Advisors LLC | 198 | $14.6K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 203 | $15.0K | 0.00% | −878−81.2% | Reduced |
| Capital Advisors, Ltd. LLC | 200 | $15.0K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 211 | $16.0K | 0.00% | +86+68.8% | Added |
| Rise Advisors, LLC | 231 | $17.1K | 0.01% | +2+0.9% | Added |
| Global Retirement Partners, LLC | 258 | $19.1K | 0.00% | −105−28.9% | Reduced |
| Lindbrook Capital, LLC | 273 | $20.2K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 313 | $23.1K | 0.00% | −495−61.3% | Reduced |
| City State Bank | 350 | $25.9K | 0.01% | 00.0% | Unchanged |
| Trust Co of Vermont | 371 | $27.4K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 380 | $28.1K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 398 | $29.7K | 0.00% | +137+52.5% | Added |
| Headlands Technologies LLC | 419 | $31.0K | 0.00% | +419 | New |
| Umb Bank N A | 482 | $35.6K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 485 | $35.8K | 0.00% | +35+7.8% | Added |
| Clearstead Advisors, LLC | 505 | $37.3K | 0.00% | −98−16.3% | Reduced |
| Hexagon Capital Partners LLC | 509 | $37.6K | 0.01% | −217−29.9% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 582 | $43.0K | 0.00% | −222−27.6% | Reduced |
| R Squared Ltd | 630 | $46.5K | 0.05% | +630 | New |
| Colonial Trust Co | 741 | $54.8K | 0.01% | −36−4.6% | Reduced |
| Eagle Bay Advisors LLC | 770 | $56.9K | 0.04% | 00.0% | Unchanged |
| MAI Capital Management | 800 | $59.1K | 0.00% | +800 | New |
| Jones Financial Companies LLLP | 822 | $60.7K | 0.00% | +491+148.3% | Added |
| Quest Partners LLC | 829 | $61.2K | 0.01% | +829 | New |
| Bayforest Capital Ltd | 854 | $63.1K | 0.08% | +854 | New |
| Ci Investments Inc. | 929 | $69.0K | 0.00% | +929 | New |
| First Horizon Advisors, Inc. | 999 | $73.8K | 0.00% | −100−9.1% | Reduced |
| Public Employees Retirement System of Ohio | 1,006 | $74.3K | 0.00% | −27,766−96.5% | Reduced |
| Smartleaf Asset Management LLC | 1,016 | $75.4K | 0.01% | +799+368.2% | Added |
| Farther Finance Advisors, LLC | 1,030 | $76.1K | 0.00% | −167−14.0% | Reduced |
| IFP Advisors, Inc | 1,084 | $80.1K | 0.00% | +21+2.0% | Added |
| Whittier Trust Co of Nevada Inc | 1,099 | $81.2K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 1,106 | $81.7K | 0.01% | +46+4.3% | Added |
| Signaturefd, LLC | 1,171 | $86.5K | 0.00% | −29−2.4% | Reduced |
| GAMMA Investing LLC | 1,175 | $86.8K | 0.01% | +180+18.1% | Added |
| Parallel Advisors, LLC | 1,373 | $101.4K | 0.00% | −15−1.1% | Reduced |
| HM Payson & Co | 1,573 | $116.2K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 1,895 | $140.0K | 0.01% | 00.0% | Unchanged |
| Kestra Investment Management, LLC | 1,971 | $145.6K | 0.01% | +1,971 | New |
| Walleye Trading LLC | 2,009 | $148.4K | 0.00% | +317+18.7% | Added |
| CWM, LLC | 2,536 | $187.0K | 0.00% | +140+5.8% | Added |
| Shelton Capital Management | 2,747 | $202.9K | 0.01% | −256−8.5% | Reduced |
| Leavell Investment Management, Inc. | 2,757 | $203.7K | 0.01% | +2,757 | New |
| Quantinno Capital Management LP | 2,793 | $206.4K | 0.00% | +2,793 | New |
| Juncture Wealth Strategies, LLC | 2,800 | $206.9K | 0.08% | +2,800 | New |
| Portside Wealth Group, LLC | 2,834 | $209.4K | 0.03% | +2,834 | New |
| Commonwealth Equity Services, LLC | 2,837 | $210.0K | 0.00% | +2,837 | New |
| DGS Capital Management, LLC | 2,945 | $217.6K | 0.05% | 00.0% | Unchanged |
| Princeton Capital Management LLC | 3,000 | $221.6K | 0.07% | +3,000 | New |
| KBC Group NV | 3,035 | $224.0K | 0.00% | +967+46.8% | Added |
| Glenmede Trust Co NA | 3,045 | $225.0K | 0.00% | +3,045 | New |
| Vident Advisory, LLC | 3,099 | $229.0K | 0.00% | −191−5.8% | Reduced |
| Trajan Wealth LLC | 3,132 | $231.4K | 0.01% | −346−9.9% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 3,270 | $242.0K | 0.00% | +3,270 | New |
| Legacy Capital Wealth Partners, LLC | 3,313 | $244.8K | 0.06% | −3,468−51.1% | Reduced |
| Dakota Wealth Management | 3,459 | $255.6K | 0.01% | +3,459 | New |