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 |
|---|---|---|---|---|---|
| Comerica Bank | 48,417 | $3.58M | 0.01% | +349+0.7% | Added |
| Prana Capital Management, LP | 48,201 | $3.56M | 0.17% | +48,201 | New |
| Neuberger Berman Group LLC | 47,498 | $3.51M | 0.00% | +59+0.1% | Added |
| First National Bank of Omaha | 43,442 | $3.21M | 0.21% | −903−2.0% | Reduced |
| Price T Rowe Associates Inc | 42,628 | $3.15M | 0.00% | +860+2.1% | Added |
| MetLife Investment Management | 42,623 | $3.15M | 0.02% | +2,850+7.2% | Added |
| Wiley Bros.-Aintree Capital, LLC | 41,836 | $3.13M | 0.04% | +29,042+227.0% | Added |
| B. Metzler seel. Sohn & Co. AG | 41,528 | $3.07M | 0.03% | −8,579−17.1% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 40,241 | $2.97M | 0.01% | +1,584+4.1% | Added |
| State of Alaska, Department of Revenue | 40,116 | $2.96M | 0.03% | −37−0.1% | Reduced |
| Two Sigma Advisers, LP | 39,600 | $2.93M | 0.01% | +15,400+63.6% | Added |
| Allianz Asset Management GmbH | 39,348 | $2.91M | 0.00% | +2,092+5.6% | Added |
| Oppenheimer Asset Management Inc. | 39,230 | $2.90M | 0.04% | −3,133−7.4% | Reduced |
| Clough Capital Partners L P | 38,950 | $2.88M | 0.33% | +38,950 | New |
| Illinois Municipal Retirement Fund | 38,769 | $2.86M | 0.04% | −103−0.3% | Reduced |
| Eagle Rock Investment Company, LLC | 38,580 | $2.85M | 0.47% | −180.0% | Reduced |
| AQR Capital Management LLC | 38,304 | $2.83M | 0.00% | +38,304 | New |
| Edgestream Partners, L.P. | 37,683 | $2.78M | 0.12% | +37,683 | New |
| Corebridge Financial, Inc. | 37,626 | $2.78M | 0.02% | −2,929−7.2% | Reduced |
| Salvus Wealth Management, LLC | 36,559 | $2.70M | 1.72% | −11,068−23.2% | Reduced |
| Pathstone Holdings, LLC | 36,473 | $2.69M | 0.01% | −3,242−8.2% | Reduced |
| 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 |
| Walleye Capital LLC | 35,343 | $2.61M | 0.02% | +34,204+3,003.0% | Added |
| Louisiana State Employees Retirement System | 34,100 | $2.52M | 0.05% | +100+0.3% | Added |
| Verdence Capital Advisors LLC | 33,562 | $2.48M | 0.20% | −114−0.3% | Reduced |
| Hilton Capital Management, LLC | 33,357 | $2.46M | 0.21% | +9,940+42.4% | Added |
| Janus Henderson Group PLC | 33,326 | $2.46M | 0.00% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 32,055 | $2.37M | 0.00% | +21,597+206.5% | Added |
| Empowered Funds, LLC | 31,136 | $2.30M | 0.03% | +622+2.0% | Added |
| Jump Financial, LLC | 30,822 | $2.28M | 0.05% | +30,822 | New |
| M&T Bank Corp | 30,459 | $2.25M | 0.01% | −890−2.8% | Reduced |
| State of New Jersey Common Pension Fund D | 29,349 | $2.17M | 0.01% | 00.0% | Unchanged |
| Strata Wealth Advisors, LLC | 28,626 | $2.11M | 0.66% | −86−0.3% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 27,881 | $2.06M | 0.09% | +626+2.3% | Added |
| Yousif Capital Management, LLC | 27,289 | $2.02M | 0.02% | −416−1.5% | Reduced |
| Toroso Investments, LLC | 26,671 | $1.97M | 0.02% | +7,847+41.7% | Added |
| Intech Investment Management LLC | 25,418 | $1.88M | 0.02% | +6,020+31.0% | Added |
| Schonfeld Strategic Advisors LLC | 25,414 | $1.88M | 0.01% | +25,414 | New |
| Atria Investments LLC | 25,024 | $1.85M | 0.02% | −173−0.7% | Reduced |
| Teacher Retirement System of Texas | 24,842 | $1.83M | 0.01% | +24,842 | New |
| Maryland State Retirement & Pension System | 23,771 | $1.76M | 0.04% | +100.0% | Added |
| BNP Paribas Arbitrage, SA | 22,942 | $1.69M | 0.00% | −19,584−46.1% | Reduced |
| Ensign Peak Advisors, Inc | 22,895 | $1.69M | 0.00% | 00.0% | Unchanged |
| Quantbot Technologies LP | 22,865 | $1.69M | 0.06% | +16,563+262.8% | Added |
| Janney Montgomery Scott LLC | 22,271 | $1.65M | 0.00% | −13,734−38.1% | Reduced |
| Aquatic Capital Management LLC | 21,661 | $1.60M | 0.04% | −1,139−5.0% | Reduced |
| Teachers Retirement System of the State of Kentucky | 21,500 | $1.59M | 0.01% | 00.0% | Unchanged |
| ProShare Advisors LLC | 21,298 | $1.57M | 0.00% | +6,559+44.5% | Added |
| Gabelli Funds LLC | 20,650 | $1.53M | 0.01% | −3,400−14.1% | Reduced |
| Amalgamated Bank | 20,648 | $1.52M | 0.01% | +20+0.1% | Added |
| Arizona State Retirement System | 20,420 | $1.51M | 0.01% | +163+0.8% | Added |
| Mackenzie Financial Corp | 19,960 | $1.47M | 0.00% | +7,697+62.8% | Added |
| Callan Family Office, LLC | 19,808 | $1.46M | 0.09% | +16,759+549.7% | Added |
| TownSquare Capital, LLC | 19,521 | $1.44M | 0.02% | −4,090−17.3% | Reduced |
| Canada Pension Plan Investment Board | 19,500 | $1.44M | 0.00% | +19,500 | New |
| State Board of Administration of Florida Retirement System | 19,033 | $1.41M | 0.00% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 18,927 | $1.40M | 0.00% | +3,432+22.1% | Added |
| Harbor Capital Advisors, Inc. | 18,900 | $1.40M | 0.06% | −2,085−9.9% | Reduced |
| Trust Point Inc. | 17,801 | $1.32M | 0.09% | −1,175−6.2% | Reduced |
| O'Shaughnessy Asset Management, LLC | 17,702 | $1.31M | 0.01% | +1,278+7.8% | Added |
| Russell Investments Group, Ltd. | 17,311 | $1.28M | 0.00% | −1,316−7.1% | Reduced |
| New York State Teachers Retirement System | 17,200 | $1.27M | 0.00% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 16,615 | $1.23M | 0.02% | +66+0.4% | Added |
| Campbell Newman Asset Management Inc | 15,998 | $1.18M | 0.10% | −43−0.3% | Reduced |
| Handelsbanken Fonder AB | 15,951 | $1.18M | 0.00% | +4,200+35.7% | Added |
| STRS Ohio | 15,800 | $1.17M | 0.00% | +9,800+163.3% | Added |
| State of Tennessee, Treasury Department | 15,765 | $1.16M | 0.00% | −3,532−18.3% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 15,431 | $1.14M | 0.01% | +15,431 | New |
| New England Research & Management, Inc. | 15,225 | $1.13M | 0.57% | +15,225 | New |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 15,069 | $1.11M | 0.01% | +29+0.2% | Added |
| Harbor Advisors LLC | 14,800 | $1.09M | 0.17% | 00.0% | Unchanged |
| Diversify Advisory Services, LLC | 15,278 | $1.09M | 0.06% | −22,077−59.1% | Reduced |
| KLP Kapitalforvaltning AS | 14,700 | $1.09M | 0.01% | +14,700 | New |
| Integrated Quantitative Investments LLC | 14,500 | $1.07M | 0.53% | +14,500 | New |
| SkyView Investment Advisors, LLC | 14,448 | $1.07M | 0.17% | +282+2.0% | Added |
| The PNC Financial Services Group, Inc. | 14,244 | $1.05M | 0.00% | −3,978−21.8% | Reduced |
| Jefferies Financial Group Inc. | 14,039 | $1.04M | 0.01% | +14,039 | New |
| Resources Investment Advisors, LLC. | 13,901 | $1.03M | 0.01% | +89+0.6% | Added |
| Los Angeles Capital Management LLC | 13,167 | $972.8K | 0.00% | +919+7.5% | Added |
| Cerity Partners LLC | 13,562 | $958.5K | 0.00% | −283−2.0% | Reduced |
| Sanctuary Advisors, LLC | 12,139 | $944.1K | 0.01% | −75−0.6% | Reduced |
| First Hawaiian Bank | 12,626 | $932.8K | 0.03% | 00.0% | Unchanged |
| OmniStar Financial Group, Inc. | 12,116 | $895.6K | 0.72% | −536−4.2% | Reduced |
| Nebula Research & Development LLC | 11,799 | $871.7K | 0.10% | +11,799 | New |
| Quantum Private Wealth, LLC | 11,752 | $868.2K | 0.28% | 00.0% | Unchanged |
| Impact Capital Partners LLC | 11,097 | $819.8K | 0.29% | +11,097 | New |
| AMG National Trust Bank | 10,876 | $806.7K | 0.02% | −5,404−33.2% | Reduced |
| State of Wisconsin Investment Board | 10,654 | $787.1K | 0.00% | −1,362−11.3% | Reduced |
| US Bancorp | 10,437 | $771.1K | 0.00% | −285−2.7% | Reduced |
| State of Wyoming | 10,437 | $771.1K | 0.10% | +8,770+526.1% | Added |
| Advisor Group Holdings, Inc. | 10,435 | $771.0K | 0.00% | +6,478+163.7% | Added |
| Naples Global Advisors, LLC | 10,171 | $751.5K | 0.07% | 00.0% | Unchanged |
| Cornerstone Investment Partners, LLC | 10,154 | $750.2K | 0.04% | −1,171−10.3% | Reduced |
| Pictet Asset Management Holding SA | 9,903 | $731.6K | 0.00% | −193−1.9% | Reduced |
| Fieldview Capital Management, LLC | 9,840 | $727.0K | 0.11% | +9,840 | New |
| Steward Partners Investment Advisory, LLC | 9,744 | $719.9K | 0.01% | +20.0% | Added |
| Pitcairn Co | 9,687 | $715.7K | 0.04% | +257+2.7% | Added |
| Argent Trust Co | 9,589 | $708.4K | 0.03% | +2,169+29.2% | Added |
| Susquehanna Fundamental Investments, LLC | 8,969 | $662.6K | 0.01% | +8,969 | New |