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 |
|---|---|---|---|---|---|
| Bank of Montreal | 8,752 | $646.6K | 0.00% | +1,067+13.9% | Added |
| Wesbanco Bank Inc | 8,709 | $643.4K | 0.02% | −1,100−11.2% | Reduced |
| Curated Wealth Partners LLC | 8,602 | $635.5K | 0.07% | −11−0.1% | Reduced |
| Apollon Wealth Management, LLC | 8,424 | $622.4K | 0.01% | −216−2.5% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 8,404 | $620.9K | 0.00% | +31+0.4% | Added |
| Peak Financial Advisors LLC | 8,363 | $617.8K | 0.32% | −134−1.6% | Reduced |
| Mariner, LLC | 8,173 | $603.8K | 0.00% | +61+0.8% | Added |
| Captrust Financial Advisors | 7,966 | $588.5K | 0.00% | +2,508+46.0% | Added |
| Public Employees Retirement Association of Colorado | 7,648 | $565.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 7,394 | $546.3K | 0.02% | +234+3.3% | Added |
| Jane Street Group, LLC | 7,334 | $541.8K | 0.00% | −81,408−91.7% | Reduced |
| JustInvest LLC | 6,979 | $515.6K | 0.01% | +35+0.5% | Added |
| Franklin Resources Inc | 6,872 | $507.7K | 0.00% | +2,959+75.6% | Added |
| Dark Forest Capital Management LP | 6,871 | $507.6K | 0.07% | +6,871 | New |
| MML Investors Services, LLC | 6,828 | $504.0K | 0.00% | −851−11.1% | Reduced |
| O'Rourke & Company, Inc | 6,812 | $503.3K | 0.25% | +323+5.0% | Added |
| Everence Capital Management Inc | 6,780 | $501.0K | 0.03% | −2,660−28.2% | Reduced |
| D.A. Davidson & Co. | 6,766 | $499.9K | 0.00% | −290−4.1% | Reduced |
| CIBC World Markets Corp | 6,613 | $488.6K | 0.00% | +6,613 | New |
| Truist Financial Corp | 6,376 | $471.1K | 0.00% | −401−5.9% | Reduced |
| Capital Investment Advisory Services, LLC | 6,315 | $466.6K | 0.04% | −227−3.5% | Reduced |
| Cetera Investment Advisers | 6,290 | $464.7K | 0.00% | +546+9.5% | Added |
| Kolinsky Wealth Management, LLC | 6,052 | $447.1K | 0.27% | 00.0% | Unchanged |
| Fulton Bank, N.A. | 6,043 | $446.5K | 0.02% | +3,027+100.4% | Added |
| Riverview Capital Advisers, LLC | 5,980 | $441.8K | 0.13% | 00.0% | Unchanged |
| Creative Planning | 5,958 | $440.2K | 0.00% | +158+2.7% | Added |
| Private Advisor Group, LLC | 5,939 | $438.8K | 0.00% | −655−9.9% | Reduced |
| ExodusPoint Capital Management, LP | 5,696 | $421.0K | 0.00% | −80,756−93.4% | Reduced |
| Teza Capital Management LLC | 5,664 | $418.5K | 0.06% | −69−1.2% | Reduced |
| Entropy Technologies, LP | 5,575 | $411.9K | 0.04% | +5,575 | New |
| CI Private Wealth, LLC | 5,569 | $411.4K | 0.00% | +691+14.2% | Added |
| Kestra Private Wealth Services, LLC | 5,187 | $383.2K | 0.01% | +5,187 | New |
| Xponance, Inc. | 5,079 | $375.2K | 0.00% | +440+9.5% | Added |
| Verition Fund Management LLC | 4,923 | $363.7K | 0.00% | −6,442−56.7% | Reduced |
| Fox Run Management, L.L.C. | 4,895 | $361.6K | 0.07% | +4,895 | New |
| RSM US Wealth Management LLC | 4,831 | $358.3K | 0.01% | +187+4.0% | Added |
| Equitable Holdings, Inc. | 4,600 | $339.8K | 0.00% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 4,530 | $334.7K | 0.00% | +4,530 | New |
| Tritonpoint Wealth, LLC | 4,492 | $331.9K | 0.03% | 00.0% | Unchanged |
| Heritage Family Offices, LLP | 4,464 | $329.8K | 0.16% | +213+5.0% | Added |
| CIBC Asset Management Inc | 4,405 | $325.4K | 0.00% | +325+8.0% | Added |
| Integrated Wealth Concepts LLC | 4,367 | $322.6K | 0.00% | −173−3.8% | Reduced |
| Snowden Capital Advisors LLC | 4,162 | $307.5K | 0.01% | −58−1.4% | Reduced |
| Tower Research Capital LLC (TRC) | 4,015 | $296.6K | 0.01% | +2,170+117.6% | Added |
| Profund Advisors LLC | 3,937 | $290.9K | 0.01% | +272+7.4% | Added |
| XTX Topco Ltd | 3,834 | $283.3K | 0.02% | −9,902−72.1% | Reduced |
| Petros Family Wealth, LLC | 3,830 | $283.0K | 0.31% | +3,830 | New |
| Robertson Stephens Wealth Management, LLC | 3,717 | $274.6K | 0.01% | +302+8.8% | Added |
| Nisa Investment Advisors, LLC | 3,573 | $264.0K | 0.00% | −470−11.6% | Reduced |
| Venturi Wealth Management, LLC | 3,531 | $260.9K | 0.01% | −2,912−45.2% | Reduced |
| AE Wealth Management LLC | 3,520 | $260.1K | 0.00% | +3,520 | New |
| Simon Quick Advisors, LLC | 3,468 | $256.2K | 0.02% | −74−2.1% | Reduced |
| Dakota Wealth Management | 3,459 | $255.6K | 0.01% | +3,459 | New |
| Legacy Capital Wealth Partners, LLC | 3,313 | $244.8K | 0.06% | −3,468−51.1% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 3,270 | $242.0K | 0.00% | +3,270 | New |
| Trajan Wealth LLC | 3,132 | $231.4K | 0.01% | −346−9.9% | Reduced |
| Vident Advisory, LLC | 3,099 | $229.0K | 0.00% | −191−5.8% | Reduced |
| Glenmede Trust Co NA | 3,045 | $225.0K | 0.00% | +3,045 | New |
| KBC Group NV | 3,035 | $224.0K | 0.00% | +967+46.8% | Added |
| Princeton Capital Management LLC | 3,000 | $221.6K | 0.07% | +3,000 | New |
| DGS Capital Management, LLC | 2,945 | $217.6K | 0.05% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 2,837 | $210.0K | 0.00% | +2,837 | New |
| Portside Wealth Group, LLC | 2,834 | $209.4K | 0.03% | +2,834 | New |
| Juncture Wealth Strategies, LLC | 2,800 | $206.9K | 0.08% | +2,800 | New |
| Quantinno Capital Management LP | 2,793 | $206.4K | 0.00% | +2,793 | New |
| Leavell Investment Management, Inc. | 2,757 | $203.7K | 0.01% | +2,757 | New |
| Shelton Capital Management | 2,747 | $202.9K | 0.01% | −256−8.5% | Reduced |
| CWM, LLC | 2,536 | $187.0K | 0.00% | +140+5.8% | Added |
| Walleye Trading LLC | 2,009 | $148.4K | 0.00% | +317+18.7% | Added |
| Kestra Investment Management, LLC | 1,971 | $145.6K | 0.01% | +1,971 | New |
| Harvest Fund Management Co., Ltd | 1,895 | $140.0K | 0.01% | 00.0% | Unchanged |
| HM Payson & Co | 1,573 | $116.2K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,373 | $101.4K | 0.00% | −15−1.1% | Reduced |
| GAMMA Investing LLC | 1,175 | $86.8K | 0.01% | +180+18.1% | Added |
| Signaturefd, LLC | 1,171 | $86.5K | 0.00% | −29−2.4% | Reduced |
| Private Trust Co NA | 1,106 | $81.7K | 0.01% | +46+4.3% | Added |
| Whittier Trust Co of Nevada Inc | 1,099 | $81.2K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,084 | $80.1K | 0.00% | +21+2.0% | Added |
| Farther Finance Advisors, LLC | 1,030 | $76.1K | 0.00% | −167−14.0% | Reduced |
| Smartleaf Asset Management LLC | 1,016 | $75.4K | 0.01% | +799+368.2% | Added |
| Public Employees Retirement System of Ohio | 1,006 | $74.3K | 0.00% | −27,766−96.5% | Reduced |
| First Horizon Advisors, Inc. | 999 | $73.8K | 0.00% | −100−9.1% | Reduced |
| Ci Investments Inc. | 929 | $69.0K | 0.00% | +929 | New |
| Bayforest Capital Ltd | 854 | $63.1K | 0.08% | +854 | New |
| Quest Partners LLC | 829 | $61.2K | 0.01% | +829 | New |
| Jones Financial Companies LLLP | 822 | $60.7K | 0.00% | +491+148.3% | Added |
| MAI Capital Management | 800 | $59.1K | 0.00% | +800 | New |
| Eagle Bay Advisors LLC | 770 | $56.9K | 0.04% | 00.0% | Unchanged |
| Colonial Trust Co | 741 | $54.8K | 0.01% | −36−4.6% | Reduced |
| R Squared Ltd | 630 | $46.5K | 0.05% | +630 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 582 | $43.0K | 0.00% | −222−27.6% | Reduced |
| Hexagon Capital Partners LLC | 509 | $37.6K | 0.01% | −217−29.9% | Reduced |
| Clearstead Advisors, LLC | 505 | $37.3K | 0.00% | −98−16.3% | Reduced |
| Quadrant Capital Group LLC | 485 | $35.8K | 0.00% | +35+7.8% | Added |
| Umb Bank N A | 482 | $35.6K | 0.00% | 00.0% | Unchanged |
| Headlands Technologies LLC | 419 | $31.0K | 0.00% | +419 | New |
| CIBC Private Wealth Group, LLC | 398 | $29.7K | 0.00% | +137+52.5% | Added |
| Nomura Asset Management Co Ltd | 380 | $28.1K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 371 | $27.4K | 0.00% | 00.0% | Unchanged |
| City State Bank | 350 | $25.9K | 0.01% | 00.0% | Unchanged |