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 |
|---|---|---|---|---|---|
| Capital Management Corp | 181,088 | $13.4M | 2.40% | +629+0.3% | Added |
| Stifel Financial Corp | 193,422 | $14.3M | 0.01% | −48,350−20.0% | Reduced |
| Rhumbline Advisers | 195,814 | $14.5M | 0.01% | +1,954+1.0% | Added |
| Legal & General Group Plc | 196,197 | $14.5M | 0.00% | +2,335+1.2% | Added |
| Fisher Asset Management, LLC | 220,770 | $16.3M | 0.01% | +158,200+252.8% | Added |
| Fred Alger Management, LLC | 221,927 | $16.4M | 0.08% | +221,927 | New |
| Deutsche Bank AG | 255,444 | $18.9M | 0.01% | +70,300+38.0% | Added |
| Cramer Rosenthal McGlynn LLC | 260,045 | $19.2M | 1.09% | −42,962−14.2% | Reduced |
| SEI Investments Co | 275,669 | $20.4M | 0.03% | −8,691−3.1% | Reduced |
| Capital Research Global Investors | 280,460 | $20.7M | 0.00% | +280,460 | New |
| Axiom Investors LLC | 283,193 | $20.9M | 0.15% | +97,241+52.3% | Added |
| Emerald Mutual Fund Advisers Trust | 301,224 | $22.3M | 1.35% | −59,647−16.5% | Reduced |
| UBS Group AG | 308,321 | $22.8M | 0.01% | +155,469+101.7% | Added |
| Voya Investment Management LLC | 323,953 | $23.9M | 0.02% | +3,282+1.0% | Added |
| Principal Financial Group Inc | 344,467 | $25.4M | 0.01% | +11,097+3.3% | Added |
| Invesco Ltd. | 345,245 | $25.5M | 0.00% | +63,726+22.6% | Added |
| Envestnet Asset Management Inc | 352,868 | $26.1M | 0.01% | −1,892−0.5% | Reduced |
| Raymond James Financial Inc | 377,028 | $27.9M | 0.01% | +377,028 | New |
| Emerald Advisers, LLC | 426,994 | $31.5M | 1.22% | −13,336−3.0% | Reduced |
| Artisan Partners Limited Partnership | 429,338 | $31.7M | 0.05% | −77,371−15.3% | Reduced |
| Tributary Capital Management, LLC | 439,778 | $32.5M | 2.52% | +5,062+1.2% | Added |
| Royal Bank of Canada | 441,970 | $32.7M | 0.01% | −214,457−32.7% | Reduced |
| Bamco Inc | 527,186 | $38.9M | 0.10% | 00.0% | Unchanged |
| Natixis Advisors, L.P. | 594,467 | $43.9M | 0.08% | −210,393−26.1% | Reduced |
| Bank of America Corp | 616,604 | $45.6M | 0.00% | +77,224+14.3% | Added |
| Bank of New York Mellon Corp | 651,190 | $48.1M | 0.01% | −40,640−5.9% | Reduced |
| Morgan Stanley | 667,324 | $49.3M | 0.00% | −107,751−13.9% | Reduced |
| Dimensional Fund Advisors LP | 707,226 | $52.3M | 0.01% | −23,878−3.3% | Reduced |
| Norges Bank | 712,101 | $52.6M | 0.01% | −33,450−4.5% | Reduced |
| Capital World Investors | 719,000 | $53.1M | 0.01% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 723,384 | $53.4M | 0.12% | +494,123+215.5% | Added |
| Assenagon Asset Management S.A. | 768,945 | $56.8M | 0.10% | +53,473+7.5% | Added |
| Heard Capital LLC | 841,970 | $62.2M | 3.70% | −956,390−53.2% | Reduced |
| Northern Trust Corp | 860,125 | $63.5M | 0.01% | +36,736+4.5% | Added |
| HighTower Advisors, LLC | 875,868 | $64.7M | 0.09% | −20,367−2.3% | Reduced |
| Lord, Abbett & Co. LLC | 894,212 | $66.1M | 0.21% | −79,928−8.2% | Reduced |
| Charles Schwab Investment Management Inc | 935,552 | $69.1M | 0.01% | +12,632+1.4% | Added |
| Wells Fargo & Company | 960,478 | $71.0M | 0.02% | −108,507−10.2% | Reduced |
| JPMorgan Chase & Co | 1,152,899 | $85.2M | 0.01% | −53,219−4.4% | Reduced |
| 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 |
| Citadel Advisors LLC | 1,304,881 | $96.4M | 0.09% | +198,703+18.0% | Added |
| Geode Capital Management, LLC | 1,585,802 | $117.2M | 0.01% | −4,514−0.3% | Reduced |
| Goldman Sachs Group Inc | 1,777,364 | $131.3M | 0.03% | −183,214−9.3% | Reduced |
| Timucuan Asset Management Inc | 1,998,515 | $147.7M | 4.52% | −584,980−22.6% | Reduced |
| Ameriprise Financial Inc | 2,165,231 | $160.0M | 0.04% | −77,477−3.5% | Reduced |
| Wasatch Advisors Inc | 2,632,536 | $194.5M | 0.96% | −215,537−7.6% | Reduced |
| State Street Corp | 2,858,839 | $211.2M | 0.01% | +124,888+4.6% | Added |
| London Co of Virginia | 3,668,831 | $271.1M | 1.48% | −24,051−0.7% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 7,097,345 | $524.4M | 1.21% | −136,492−1.9% | Reduced |
| Vanguard Group Inc | 8,147,315 | $601.9M | 0.01% | +99,766+1.2% | Added |
| BlackRock, Inc. | 8,405,993 | $621.0M | 0.01% | +15,617+0.2% | Added |
| Westwood Holdings Group Inc. | 0 | $0 | 0.00% | −486,176−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −155,508−100.0% | Sold out |
| Susquehanna Portfolio Strategies, LLC | 0 | $0 | 0.00% | −109,275−100.0% | Sold out |
| EAM Investors, LLC | 0 | $0 | 0.00% | −67,931−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −49,370−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −46,226−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −30,265−100.0% | Sold out |
| Monashee Investment Management LLC | 0 | $0 | 0.00% | −30,000−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −26,755−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −24,870−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −18,500−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −13,292−100.0% | Sold out |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −9,880−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −9,242−100.0% | Sold out |
| First National Advisers, LLC | 0 | $0 | 0.00% | −7,051−100.0% | Sold out |
| nVerses Capital, LLC | 0 | $0 | 0.00% | −6,300−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −5,441−100.0% | Sold out |
| Baldwin Brothers Inc | 0 | $0 | 0.00% | −5,210−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −4,964−100.0% | Sold out |
| Petrus Trust Company, LTA | 0 | $0 | 0.00% | −4,836−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −4,612−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −4,258−100.0% | Sold out |
| Diametric Capital, LP | 0 | $0 | 0.00% | −4,118−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −3,551−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −3,457−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −3,206−100.0% | Sold out |
| Qsemble Capital Management, LP | 0 | $0 | 0.00% | −3,079−100.0% | Sold out |
| Mount Yale Investment Advisors, LLC | 0 | $0 | 0.00% | −2,707−100.0% | Sold out |
| Plante Moran Financial Advisors, LLC | 0 | $0 | 0.00% | −1,553−100.0% | Sold out |
| Catalyst Funds Management Pty Ltd | 0 | $0 | 0.00% | −900−100.0% | Sold out |
| Allspring Global Investments Holdings, LLC | 0 | $0 | 0.00% | −413−100.0% | Sold out |
| Reston Wealth Management LLC | 0 | $0 | 0.00% | −387−100.0% | Sold out |
| Reuter James Wealth Management, LLC | 0 | $0 | 0.00% | −286−100.0% | Sold out |
| Ashton Thomas Securities, LLC | 0 | $0 | 0.00% | −228−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −216−100.0% | Sold out |
| Jaffetilchin Investment Partners, LLC | 0 | $0 | 0.00% | −106−100.0% | Sold out |
| Financial Network Wealth Advisors LLC | 0 | $0 | 0.00% | −56−100.0% | Sold out |
| Capital Performance Advisors LLP | 0 | $0 | 0.00% | −11−100.0% | Sold out |
| Mendota Financial Group, LLC | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| AdvisorNet Financial, Inc | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Clear Street Markets LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Raymond James & Associates | – | – | – | – | Not filed |
| SpiderRock Advisors, LLC | – | – | – | – | Not filed |
| B. Metzler seel. Sohn & Co. Holding AG | – | – | – | – | Not filed |
| PEAK6 Investments LLC | – | – | – | – | Not filed |
| Raymond James Trust N.A. | – | – | – | – | Not filed |
| Raymond James Financial Services Advisors, Inc. | – | – | – | – | Not filed |