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 |
|---|---|---|---|---|---|
| Simon Quick Advisors, LLC | 3,468 | $256.2K | 0.02% | −74−2.1% | Reduced |
| AE Wealth Management LLC | 3,520 | $260.1K | 0.00% | +3,520 | New |
| Venturi Wealth Management, LLC | 3,531 | $260.9K | 0.01% | −2,912−45.2% | Reduced |
| Nisa Investment Advisors, LLC | 3,573 | $264.0K | 0.00% | −470−11.6% | Reduced |
| Robertson Stephens Wealth Management, LLC | 3,717 | $274.6K | 0.01% | +302+8.8% | Added |
| Petros Family Wealth, LLC | 3,830 | $283.0K | 0.31% | +3,830 | New |
| XTX Topco Ltd | 3,834 | $283.3K | 0.02% | −9,902−72.1% | Reduced |
| Profund Advisors LLC | 3,937 | $290.9K | 0.01% | +272+7.4% | Added |
| Tower Research Capital LLC (TRC) | 4,015 | $296.6K | 0.01% | +2,170+117.6% | Added |
| Snowden Capital Advisors LLC | 4,162 | $307.5K | 0.01% | −58−1.4% | Reduced |
| Integrated Wealth Concepts LLC | 4,367 | $322.6K | 0.00% | −173−3.8% | Reduced |
| CIBC Asset Management Inc | 4,405 | $325.4K | 0.00% | +325+8.0% | Added |
| Heritage Family Offices, LLP | 4,464 | $329.8K | 0.16% | +213+5.0% | Added |
| Tritonpoint Wealth, LLC | 4,492 | $331.9K | 0.03% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 4,530 | $334.7K | 0.00% | +4,530 | New |
| Equitable Holdings, Inc. | 4,600 | $339.8K | 0.00% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 4,831 | $358.3K | 0.01% | +187+4.0% | Added |
| Fox Run Management, L.L.C. | 4,895 | $361.6K | 0.07% | +4,895 | New |
| Verition Fund Management LLC | 4,923 | $363.7K | 0.00% | −6,442−56.7% | Reduced |
| Xponance, Inc. | 5,079 | $375.2K | 0.00% | +440+9.5% | Added |
| Kestra Private Wealth Services, LLC | 5,187 | $383.2K | 0.01% | +5,187 | New |
| CI Private Wealth, LLC | 5,569 | $411.4K | 0.00% | +691+14.2% | Added |
| Entropy Technologies, LP | 5,575 | $411.9K | 0.04% | +5,575 | New |
| Teza Capital Management LLC | 5,664 | $418.5K | 0.06% | −69−1.2% | Reduced |
| ExodusPoint Capital Management, LP | 5,696 | $421.0K | 0.00% | −80,756−93.4% | Reduced |
| Private Advisor Group, LLC | 5,939 | $438.8K | 0.00% | −655−9.9% | Reduced |
| Creative Planning | 5,958 | $440.2K | 0.00% | +158+2.7% | Added |
| Riverview Capital Advisers, LLC | 5,980 | $441.8K | 0.13% | 00.0% | Unchanged |
| Fulton Bank, N.A. | 6,043 | $446.5K | 0.02% | +3,027+100.4% | Added |
| Kolinsky Wealth Management, LLC | 6,052 | $447.1K | 0.27% | 00.0% | Unchanged |
| Cetera Investment Advisers | 6,290 | $464.7K | 0.00% | +546+9.5% | Added |
| Capital Investment Advisory Services, LLC | 6,315 | $466.6K | 0.04% | −227−3.5% | Reduced |
| Truist Financial Corp | 6,376 | $471.1K | 0.00% | −401−5.9% | Reduced |
| CIBC World Markets Corp | 6,613 | $488.6K | 0.00% | +6,613 | New |
| D.A. Davidson & Co. | 6,766 | $499.9K | 0.00% | −290−4.1% | Reduced |
| Everence Capital Management Inc | 6,780 | $501.0K | 0.03% | −2,660−28.2% | Reduced |
| O'Rourke & Company, Inc | 6,812 | $503.3K | 0.25% | +323+5.0% | Added |
| MML Investors Services, LLC | 6,828 | $504.0K | 0.00% | −851−11.1% | Reduced |
| Dark Forest Capital Management LP | 6,871 | $507.6K | 0.07% | +6,871 | New |
| Franklin Resources Inc | 6,872 | $507.7K | 0.00% | +2,959+75.6% | Added |
| JustInvest LLC | 6,979 | $515.6K | 0.01% | +35+0.5% | Added |
| Jane Street Group, LLC | 7,334 | $541.8K | 0.00% | −81,408−91.7% | Reduced |
| Ameritas Investment Partners, Inc. | 7,394 | $546.3K | 0.02% | +234+3.3% | Added |
| Public Employees Retirement Association of Colorado | 7,648 | $565.0K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 7,966 | $588.5K | 0.00% | +2,508+46.0% | Added |
| Mariner, LLC | 8,173 | $603.8K | 0.00% | +61+0.8% | Added |
| Peak Financial Advisors LLC | 8,363 | $617.8K | 0.32% | −134−1.6% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 8,404 | $620.9K | 0.00% | +31+0.4% | Added |
| Apollon Wealth Management, LLC | 8,424 | $622.4K | 0.01% | −216−2.5% | Reduced |
| Curated Wealth Partners LLC | 8,602 | $635.5K | 0.07% | −11−0.1% | Reduced |
| Wesbanco Bank Inc | 8,709 | $643.4K | 0.02% | −1,100−11.2% | Reduced |
| Bank of Montreal | 8,752 | $646.6K | 0.00% | +1,067+13.9% | Added |
| Susquehanna Fundamental Investments, LLC | 8,969 | $662.6K | 0.01% | +8,969 | New |
| Argent Trust Co | 9,589 | $708.4K | 0.03% | +2,169+29.2% | Added |
| Pitcairn Co | 9,687 | $715.7K | 0.04% | +257+2.7% | Added |
| Steward Partners Investment Advisory, LLC | 9,744 | $719.9K | 0.01% | +20.0% | Added |
| Fieldview Capital Management, LLC | 9,840 | $727.0K | 0.11% | +9,840 | New |
| Pictet Asset Management Holding SA | 9,903 | $731.6K | 0.00% | −193−1.9% | Reduced |
| Cornerstone Investment Partners, LLC | 10,154 | $750.2K | 0.04% | −1,171−10.3% | Reduced |
| Naples Global Advisors, LLC | 10,171 | $751.5K | 0.07% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 10,435 | $771.0K | 0.00% | +6,478+163.7% | Added |
| State of Wyoming | 10,437 | $771.1K | 0.10% | +8,770+526.1% | Added |
| US Bancorp | 10,437 | $771.1K | 0.00% | −285−2.7% | Reduced |
| State of Wisconsin Investment Board | 10,654 | $787.1K | 0.00% | −1,362−11.3% | Reduced |
| AMG National Trust Bank | 10,876 | $806.7K | 0.02% | −5,404−33.2% | Reduced |
| Impact Capital Partners LLC | 11,097 | $819.8K | 0.29% | +11,097 | New |
| Quantum Private Wealth, LLC | 11,752 | $868.2K | 0.28% | 00.0% | Unchanged |
| Nebula Research & Development LLC | 11,799 | $871.7K | 0.10% | +11,799 | New |
| OmniStar Financial Group, Inc. | 12,116 | $895.6K | 0.72% | −536−4.2% | Reduced |
| First Hawaiian Bank | 12,626 | $932.8K | 0.03% | 00.0% | Unchanged |
| Sanctuary Advisors, LLC | 12,139 | $944.1K | 0.01% | −75−0.6% | Reduced |
| Cerity Partners LLC | 13,562 | $958.5K | 0.00% | −283−2.0% | Reduced |
| Los Angeles Capital Management LLC | 13,167 | $972.8K | 0.00% | +919+7.5% | Added |
| Resources Investment Advisors, LLC. | 13,901 | $1.03M | 0.01% | +89+0.6% | Added |
| Jefferies Financial Group Inc. | 14,039 | $1.04M | 0.01% | +14,039 | New |
| The PNC Financial Services Group, Inc. | 14,244 | $1.05M | 0.00% | −3,978−21.8% | Reduced |
| SkyView Investment Advisors, LLC | 14,448 | $1.07M | 0.17% | +282+2.0% | Added |
| Integrated Quantitative Investments LLC | 14,500 | $1.07M | 0.53% | +14,500 | New |
| KLP Kapitalforvaltning AS | 14,700 | $1.09M | 0.01% | +14,700 | New |
| Diversify Advisory Services, LLC | 15,278 | $1.09M | 0.06% | −22,077−59.1% | Reduced |
| Harbor Advisors LLC | 14,800 | $1.09M | 0.17% | 00.0% | Unchanged |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 15,069 | $1.11M | 0.01% | +29+0.2% | Added |
| New England Research & Management, Inc. | 15,225 | $1.13M | 0.57% | +15,225 | New |
| Police & Firemen's Retirement System of New Jersey | 15,431 | $1.14M | 0.01% | +15,431 | New |
| State of Tennessee, Treasury Department | 15,765 | $1.16M | 0.00% | −3,532−18.3% | Reduced |
| STRS Ohio | 15,800 | $1.17M | 0.00% | +9,800+163.3% | Added |
| Handelsbanken Fonder AB | 15,951 | $1.18M | 0.00% | +4,200+35.7% | Added |
| Campbell Newman Asset Management Inc | 15,998 | $1.18M | 0.10% | −43−0.3% | Reduced |
| Oregon Public Employees Retirement Fund | 16,615 | $1.23M | 0.02% | +66+0.4% | Added |
| New York State Teachers Retirement System | 17,200 | $1.27M | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 17,311 | $1.28M | 0.00% | −1,316−7.1% | Reduced |
| O'Shaughnessy Asset Management, LLC | 17,702 | $1.31M | 0.01% | +1,278+7.8% | Added |
| Trust Point Inc. | 17,801 | $1.32M | 0.09% | −1,175−6.2% | Reduced |
| Harbor Capital Advisors, Inc. | 18,900 | $1.40M | 0.06% | −2,085−9.9% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 18,927 | $1.40M | 0.00% | +3,432+22.1% | Added |
| State Board of Administration of Florida Retirement System | 19,033 | $1.41M | 0.00% | 00.0% | Unchanged |
| Canada Pension Plan Investment Board | 19,500 | $1.44M | 0.00% | +19,500 | New |
| TownSquare Capital, LLC | 19,521 | $1.44M | 0.02% | −4,090−17.3% | Reduced |
| Callan Family Office, LLC | 19,808 | $1.46M | 0.09% | +16,759+549.7% | Added |
| Mackenzie Financial Corp | 19,960 | $1.47M | 0.00% | +7,697+62.8% | Added |