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 |
|---|---|---|---|---|---|
| Arizona State Retirement System | 20,420 | $1.51M | 0.01% | +163+0.8% | Added |
| Amalgamated Bank | 20,648 | $1.52M | 0.01% | +20+0.1% | Added |
| Gabelli Funds LLC | 20,650 | $1.53M | 0.01% | −3,400−14.1% | Reduced |
| ProShare Advisors LLC | 21,298 | $1.57M | 0.00% | +6,559+44.5% | Added |
| Teachers Retirement System of the State of Kentucky | 21,500 | $1.59M | 0.01% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 21,661 | $1.60M | 0.04% | −1,139−5.0% | Reduced |
| Janney Montgomery Scott LLC | 22,271 | $1.65M | 0.00% | −13,734−38.1% | Reduced |
| Quantbot Technologies LP | 22,865 | $1.69M | 0.06% | +16,563+262.8% | Added |
| Ensign Peak Advisors, Inc | 22,895 | $1.69M | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 22,942 | $1.69M | 0.00% | −19,584−46.1% | Reduced |
| Maryland State Retirement & Pension System | 23,771 | $1.76M | 0.04% | +100.0% | Added |
| Teacher Retirement System of Texas | 24,842 | $1.83M | 0.01% | +24,842 | New |
| Atria Investments LLC | 25,024 | $1.85M | 0.02% | −173−0.7% | Reduced |
| Schonfeld Strategic Advisors LLC | 25,414 | $1.88M | 0.01% | +25,414 | New |
| Intech Investment Management LLC | 25,418 | $1.88M | 0.02% | +6,020+31.0% | Added |
| Toroso Investments, LLC | 26,671 | $1.97M | 0.02% | +7,847+41.7% | Added |
| Yousif Capital Management, LLC | 27,289 | $2.02M | 0.02% | −416−1.5% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 27,881 | $2.06M | 0.09% | +626+2.3% | Added |
| Strata Wealth Advisors, LLC | 28,626 | $2.11M | 0.66% | −86−0.3% | Reduced |
| State of New Jersey Common Pension Fund D | 29,349 | $2.17M | 0.01% | 00.0% | Unchanged |
| M&T Bank Corp | 30,459 | $2.25M | 0.01% | −890−2.8% | Reduced |
| Jump Financial, LLC | 30,822 | $2.28M | 0.05% | +30,822 | New |
| Empowered Funds, LLC | 31,136 | $2.30M | 0.03% | +622+2.0% | Added |
| Susquehanna International Group, LLP | 32,055 | $2.37M | 0.00% | +21,597+206.5% | Added |
| Janus Henderson Group PLC | 33,326 | $2.46M | 0.00% | 00.0% | Unchanged |
| Hilton Capital Management, LLC | 33,357 | $2.46M | 0.21% | +9,940+42.4% | Added |
| Verdence Capital Advisors LLC | 33,562 | $2.48M | 0.20% | −114−0.3% | Reduced |
| Louisiana State Employees Retirement System | 34,100 | $2.52M | 0.05% | +100+0.3% | Added |
| Walleye Capital LLC | 35,343 | $2.61M | 0.02% | +34,204+3,003.0% | Added |
| Brinker Capital Investments, LLC | 35,570 | $2.63M | 0.03% | −2,467−6.5% | Reduced |
| Orion Portfolio Solutions, LLC | 35,570 | $2.63M | 0.03% | −2,467−6.5% | Reduced |
| Pathstone Holdings, LLC | 36,473 | $2.69M | 0.01% | −3,242−8.2% | Reduced |
| Salvus Wealth Management, LLC | 36,559 | $2.70M | 1.72% | −11,068−23.2% | Reduced |
| Corebridge Financial, Inc. | 37,626 | $2.78M | 0.02% | −2,929−7.2% | Reduced |
| Edgestream Partners, L.P. | 37,683 | $2.78M | 0.12% | +37,683 | New |
| AQR Capital Management LLC | 38,304 | $2.83M | 0.00% | +38,304 | New |
| Eagle Rock Investment Company, LLC | 38,580 | $2.85M | 0.47% | −180.0% | Reduced |
| Illinois Municipal Retirement Fund | 38,769 | $2.86M | 0.04% | −103−0.3% | Reduced |
| Clough Capital Partners L P | 38,950 | $2.88M | 0.33% | +38,950 | New |
| Oppenheimer Asset Management Inc. | 39,230 | $2.90M | 0.04% | −3,133−7.4% | Reduced |
| Allianz Asset Management GmbH | 39,348 | $2.91M | 0.00% | +2,092+5.6% | Added |
| Two Sigma Advisers, LP | 39,600 | $2.93M | 0.01% | +15,400+63.6% | Added |
| State of Alaska, Department of Revenue | 40,116 | $2.96M | 0.03% | −37−0.1% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 40,241 | $2.97M | 0.01% | +1,584+4.1% | Added |
| B. Metzler seel. Sohn & Co. AG | 41,528 | $3.07M | 0.03% | −8,579−17.1% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 41,836 | $3.13M | 0.04% | +29,042+227.0% | Added |
| MetLife Investment Management | 42,623 | $3.15M | 0.02% | +2,850+7.2% | Added |
| Price T Rowe Associates Inc | 42,628 | $3.15M | 0.00% | +860+2.1% | Added |
| First National Bank of Omaha | 43,442 | $3.21M | 0.21% | −903−2.0% | Reduced |
| Neuberger Berman Group LLC | 47,498 | $3.51M | 0.00% | +59+0.1% | Added |
| Prana Capital Management, LP | 48,201 | $3.56M | 0.17% | +48,201 | New |
| Comerica Bank | 48,417 | $3.58M | 0.01% | +349+0.7% | Added |
| NewEdge Wealth, LLC | 49,741 | $3.67M | 0.06% | −8,819−15.1% | Reduced |
| Park Circle Co | 50,176 | $3.71M | 3.37% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 51,681 | $3.82M | 0.00% | −294−0.6% | Reduced |
| New York State Common Retirement Fund | 51,864 | $3.83M | 0.01% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 52,147 | $3.85M | 0.01% | −19,336−27.0% | Reduced |
| Thrivent Financial for Lutherans | 54,560 | $4.03M | 0.01% | −696−1.3% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 55,014 | $4.06M | 0.01% | −795−1.4% | Reduced |
| Vestmark Advisory Solutions, Inc. | 55,409 | $4.09M | 0.14% | +907+1.7% | Added |
| Richard Bernstein Advisors LLC | 56,774 | $4.19M | 0.10% | 00.0% | Unchanged |
| Man Group plc | 56,959 | $4.21M | 0.01% | +28,342+99.0% | Added |
| Diversify Wealth Management, LLC | 58,976 | $4.21M | 0.33% | +29,220+98.2% | Added |
| LPL Financial LLC | 57,774 | $4.27M | 0.00% | +7,213+14.3% | Added |
| Blue Zone Wealth Advisors, LLC | 58,786 | $4.34M | 1.25% | −50.0% | Reduced |
| Cinctive Capital Management LP | 60,457 | $4.47M | 0.24% | +45,490+303.9% | Added |
| Mutual of America Capital Management LLC | 60,687 | $4.48M | 0.05% | −15,624−20.5% | Reduced |
| Trexquant Investment LP | 62,475 | $4.62M | 0.05% | +62,475 | New |
| California State Teachers Retirement System | 65,827 | $4.86M | 0.01% | −747−1.1% | Reduced |
| Arrowstreet Capital, Limited Partnership | 66,777 | $4.93M | 0.00% | +66,777 | New |
| Prudential Financial Inc | 71,687 | $5.30M | 0.01% | −2,554−3.4% | Reduced |
| EFG Asset Management (North America) Corp. | 72,599 | $5.36M | 0.73% | +45,945+172.4% | Added |
| Weiss Asset Management LP | 73,977 | $5.47M | 0.12% | +58,011+363.3% | Added |
| D. E. Shaw & Co., Inc. | 75,886 | $5.61M | 0.01% | +18,233+31.6% | Added |
| Palisades Investment Partners, LLC | 76,526 | $5.65M | 2.39% | +6,511+9.3% | Added |
| Great West Life Assurance Co | 81,534 | $6.02M | 0.01% | +2,248+2.8% | Added |
| Victory Capital Management Inc | 85,865 | $6.34M | 0.01% | +663+0.8% | Added |
| Alliancebernstein L.P. | 86,005 | $6.35M | 0.00% | +540+0.6% | Added |
| Royce & Associates LP | 86,810 | $6.41M | 0.06% | −25,678−22.8% | Reduced |
| Jennison Associates LLC | 87,109 | $6.44M | 0.00% | −1,125−1.3% | Reduced |
| Algert Global LLC | 91,610 | $6.77M | 0.16% | +91,610 | New |
| Regions Financial Corp | 97,528 | $7.21M | 0.05% | −3,856−3.8% | Reduced |
| Citigroup Inc | 99,318 | $7.34M | 0.01% | +12,105+13.9% | Added |
| Pier Capital, LLC | 107,741 | $7.96M | 1.14% | −11,248−9.5% | Reduced |
| Millennium Management LLC | 113,187 | $8.36M | 0.01% | −125,630−52.6% | Reduced |
| Tudor Investment Corp Et Al | 117,952 | $8.71M | 0.09% | +117,952 | New |
| Jacobs Levy Equity Management, Inc | 118,223 | $8.73M | 0.03% | +16,482+16.2% | Added |
| First Eagle Investment Management, LLC | 118,251 | $8.74M | 0.02% | −2,500−2.1% | Reduced |
| Hodges Capital Management Inc. | 123,840 | $9.15M | 0.55% | +123,840 | New |
| FMR LLC | 134,127 | $9.91M | 0.00% | +8,000+6.3% | Added |
| HSBC Holdings PLC | 134,884 | $10.1M | 0.01% | −15,699−10.4% | Reduced |
| Swiss National Bank | 138,400 | $10.2M | 0.01% | +1,000+0.7% | Added |
| Barclays PLC | 143,951 | $10.6M | 0.01% | +1,813+1.3% | Added |
| Renaissance Technologies LLC | 146,444 | $10.8M | 0.02% | +62,800+75.1% | Added |
| Wealth Enhancement Advisory Services, LLC | 154,342 | $11.4M | 0.02% | +10,601+7.4% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 168,000 | $12.4M | 0.03% | +70,000+71.4% | Added |
| Winslow Asset Management Inc | 171,949 | $12.7M | 2.53% | −3,230−1.8% | Reduced |
| UBS Asset Management Americas Inc | 175,795 | $13.0M | 0.00% | +30,592+21.1% | Added |
| Public Sector Pension Investment Board | 175,843 | $13.0M | 0.05% | +26,529+17.8% | Added |
| Nuveen Asset Management, LLC | 177,507 | $13.1M | 0.00% | −1,107−0.6% | Reduced |