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, Q1 2025
Institutional positions in Moelis & Co as of Mar 31, 2025. 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
- 380
- +32 vs. Q4 2024
- Shares held
- 74.3M
- +4.54M (+6.5%) vs. Q4 2024
- Total value
- $4.34B
- −$818.5M (−15.9%) vs. Q4 2024
- New holders
- 74
- 159 more added
- Sold out
- 42
- 100 more reduced
4 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Moelis & Co; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 8,395,800 | $490.0M | 0.01% | −10,193−0.1% | Reduced |
| Vanguard Group Inc | 8,305,688 | $484.7M | 0.01% | +158,373+1.9% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 6,920,207 | $403.9M | 0.99% | −177,138−2.5% | Reduced |
| London Co of Virginia | 3,543,210 | $206.8M | 1.18% | −125,621−3.4% | Reduced |
| Charles Schwab Investment Management Inc | 2,942,299 | $171.7M | 0.03% | +2,006,747+214.5% | Added |
| State Street Corp | 2,773,194 | $161.8M | 0.01% | −85,645−3.0% | Reduced |
| Wasatch Advisors Inc | 2,733,324 | $159.5M | 0.89% | +100,788+3.8% | Added |
| Goldman Sachs Group Inc | 2,356,893 | $137.5M | 0.03% | +579,529+32.6% | Added |
| Ameriprise Financial Inc | 2,260,345 | $131.9M | 0.04% | +95,114+4.4% | Added |
| Geode Capital Management, LLC | 1,628,724 | $95.1M | 0.01% | +42,922+2.7% | Added |
| Timucuan Asset Management Inc | 1,417,062 | $82.7M | 2.57% | −581,453−29.1% | Reduced |
| JPMorgan Chase & Co | 1,272,645 | $74.3M | 0.01% | +119,746+10.4% | Added |
| Madison Asset Management, LLC | 1,264,200 | $73.8M | 0.82% | +99,313+8.5% | Added |
| Citadel Advisors LLC | 1,102,287 | $64.3M | 0.06% | −202,594−15.5% | Reduced |
| Wells Fargo & Company | 959,906 | $56.0M | 0.01% | −572−0.1% | Reduced |
| HighTower Advisors, LLC | 958,902 | $56.0M | 0.08% | +83,034+9.5% | Added |
| Heard Capital LLC | 925,240 | $54.0M | 3.21% | +83,270+9.9% | Added |
| Northern Trust Corp | 858,968 | $50.1M | 0.01% | −1,157−0.1% | Reduced |
| Capital World Investors | 719,000 | $42.0M | 0.01% | 00.0% | Unchanged |
| Morgan Stanley | 679,718 | $39.7M | 0.00% | +12,394+1.9% | Added |
| Lord, Abbett & Co. LLC | 644,943 | $37.6M | 0.13% | −249,269−27.9% | Reduced |
| Dimensional Fund Advisors LP | 644,580 | $37.6M | 0.01% | −62,646−8.9% | Reduced |
| Bank of New York Mellon Corp | 639,573 | $37.3M | 0.01% | −11,617−1.8% | Reduced |
| Natixis Advisors, L.P. | 615,169 | $35.9M | 0.07% | +20,702+3.5% | Added |
| Bank of America Corp | 580,341 | $33.9M | 0.00% | −36,263−5.9% | Reduced |
| Norges Bank | 565,235 | $33.0M | 0.00% | −146,866−20.6% | Reduced |
| Bamco Inc | 527,186 | $30.8M | 0.09% | 00.0% | Unchanged |
| UBS Group AG | 506,081 | $29.5M | 0.01% | +197,760+64.1% | Added |
| Renaissance Technologies LLC | 493,364 | $28.8M | 0.04% | +346,920+236.9% | Added |
| Jennison Associates LLC | 485,238 | $28.3M | 0.02% | +398,129+457.0% | Added |
| Millennium Management LLC | 465,677 | $27.2M | 0.03% | +352,490+311.4% | Added |
| Royal Bank of Canada | 464,633 | $27.1M | 0.01% | +22,663+5.1% | Added |
| Qube Research & Technologies Ltd | 440,231 | $25.7M | 0.04% | +388,084+744.2% | Added |
| Artisan Partners Limited Partnership | 432,060 | $25.2M | 0.04% | +2,722+0.6% | Added |
| Emerald Advisers, LLC | 426,466 | $24.9M | 1.12% | −528−0.1% | Reduced |
| Tributary Capital Management, LLC | 425,782 | $24.8M | 2.17% | −13,996−3.2% | Reduced |
| Raymond James Financial Inc | 425,732 | $24.8M | 0.01% | +48,704+12.9% | Added |
| Envestnet Asset Management Inc | 357,789 | $20.9M | 0.01% | +4,921+1.4% | Added |
| Fisher Asset Management, LLC | 353,469 | $20.6M | 0.01% | +132,699+60.1% | Added |
| Principal Financial Group Inc | 352,466 | $20.6M | 0.01% | +7,999+2.3% | Added |
| Voya Investment Management LLC | 343,099 | $20.0M | 0.02% | +19,146+5.9% | Added |
| Nuveen, LLC | 335,185 | $19.6M | 0.01% | +335,185 | New |
| Invesco Ltd. | 320,103 | $18.7M | 0.00% | −25,142−7.3% | Reduced |
| Emerald Mutual Fund Advisers Trust | 301,224 | $17.6M | 1.25% | 00.0% | Unchanged |
| Tudor Investment Corp Et Al | 295,915 | $17.3M | 0.15% | +177,963+150.9% | Added |
| Deutsche Bank AG | 293,408 | $17.1M | 0.01% | +37,964+14.9% | Added |
| SEI Investments Co | 290,247 | $16.9M | 0.02% | +14,578+5.3% | Added |
| Jane Street Group, LLC | 288,229 | $16.8M | 0.03% | +280,895+3,830.0% | Added |
| Wealth Enhancement Advisory Services, LLC | 253,658 | $14.8M | 0.03% | +99,316+64.3% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 247,000 | $14.4M | 0.03% | +79,000+47.0% | Added |
| Public Sector Pension Investment Board | 223,818 | $13.1M | 0.06% | +47,975+27.3% | Added |
| Capital Management Corp | 209,653 | $12.2M | 2.12% | +28,565+15.8% | Added |
| Jacobs Levy Equity Management, Inc | 203,968 | $11.9M | 0.05% | +85,745+72.5% | Added |
| AQR Capital Management LLC | 193,466 | $11.3M | 0.01% | +155,162+405.1% | Added |
| Rhumbline Advisers | 193,270 | $11.3M | 0.01% | −2,544−1.3% | Reduced |
| Legal & General Group Plc | 192,020 | $11.2M | 0.00% | −4,177−2.1% | Reduced |
| Voloridge Investment Management, LLC | 187,976 | $11.0M | 0.04% | +187,976 | New |
| Cubist Systematic Strategies, LLC | 182,826 | $10.7M | 0.14% | +182,826 | New |
| UBS Asset Management Americas Inc | 169,277 | $9.88M | 0.00% | −6,518−3.7% | Reduced |
| Winslow Asset Management Inc | 168,962 | $9.86M | 2.18% | −2,987−1.7% | Reduced |
| Trexquant Investment LP | 161,749 | $9.44M | 0.11% | +99,274+158.9% | Added |
| Pier Capital, LLC | 157,679 | $9.20M | 1.54% | +49,938+46.4% | Added |
| Axiom Investors LLC | 148,130 | $8.64M | 0.08% | −135,063−47.7% | Reduced |
| FMR LLC | 147,262 | $8.59M | 0.00% | +13,135+9.8% | Added |
| Man Group plc | 141,440 | $8.25M | 0.02% | +84,481+148.3% | Added |
| Stifel Financial Corp | 140,920 | $8.22M | 0.01% | −52,502−27.1% | Reduced |
| Swiss National Bank | 136,800 | $7.98M | 0.01% | −1,600−1.2% | Reduced |
| Barclays PLC | 133,027 | $7.76M | 0.00% | −10,924−7.6% | Reduced |
| Citigroup Inc | 127,213 | $7.42M | 0.01% | +27,895+28.1% | Added |
| Point72 Asset Management, L.P. | 126,688 | $7.39M | 0.02% | +126,688 | New |
| Edgestream Partners, L.P. | 126,226 | $7.37M | 0.25% | +88,543+235.0% | Added |
| D. E. Shaw & Co., Inc. | 116,342 | $6.79M | 0.01% | +40,456+53.3% | Added |
| Cramer Rosenthal McGlynn LLC | 114,898 | $6.71M | 0.48% | −145,147−55.8% | Reduced |
| ExodusPoint Capital Management, LP | 112,425 | $6.56M | 0.09% | +106,729+1,873.8% | Added |
| Teacher Retirement System of Texas | 110,909 | $6.47M | 0.03% | +86,067+346.5% | Added |
| First Eagle Investment Management, LLC | 103,051 | $6.01M | 0.01% | −15,200−12.9% | Reduced |
| Engineers Gate Manager LP | 99,640 | $5.81M | 0.10% | +99,640 | New |
| Prudential Financial Inc | 96,947 | $5.66M | 0.01% | +25,260+35.2% | Added |
| Regions Financial Corp | 96,763 | $5.65M | 0.04% | −765−0.8% | Reduced |
| Vestmark Advisory Solutions, Inc. | 96,316 | $5.62M | 0.14% | +40,907+73.8% | Added |
| Susquehanna International Group, LLP | 87,923 | $5.13M | 0.01% | +55,868+174.3% | Added |
| Aquatic Capital Management LLC | 85,907 | $5.01M | 0.13% | +64,246+296.6% | Added |
| Alliancebernstein L.P. | 85,345 | $4.98M | 0.00% | −660−0.8% | Reduced |
| Royce & Associates LP | 80,609 | $4.70M | 0.05% | −6,201−7.1% | Reduced |
| Assenagon Asset Management S.A. | 79,764 | $4.66M | 0.01% | −689,181−89.6% | Reduced |
| Victory Capital Management Inc | 79,427 | $4.64M | 0.00% | −6,438−7.5% | Reduced |
| Arrowstreet Capital, Limited Partnership | 78,632 | $4.59M | 0.00% | +11,855+17.8% | Added |
| Palisades Investment Partners, LLC | 76,730 | $4.48M | 2.25% | +204+0.3% | Added |
| Great West Life Assurance Co | 76,651 | $4.47M | 0.01% | −4,883−6.0% | Reduced |
| EFG Asset Management (North America) Corp. | 72,187 | $4.21M | 0.70% | −412−0.6% | Reduced |
| Los Angeles Capital Management LLC | 71,993 | $4.20M | 0.02% | +58,826+446.8% | Added |
| Diversify Wealth Management, LLC | 76,298 | $4.07M | 0.30% | +17,322+29.4% | Added |
| California State Teachers Retirement System | 68,946 | $4.02M | 0.00% | +3,119+4.7% | Added |
| Canada Pension Plan Investment Board | 68,400 | $3.99M | 0.00% | +48,900+250.8% | Added |
| Blue Zone Wealth Advisors, LLC | 66,893 | $3.90M | 1.08% | +8,107+13.8% | Added |
| Fred Alger Management, LLC | 66,402 | $3.88M | 0.02% | −155,525−70.1% | Reduced |
| Algert Global LLC | 63,940 | $3.73M | 0.09% | −27,670−30.2% | Reduced |
| LPL Financial LLC | 61,888 | $3.61M | 0.00% | +4,114+7.1% | Added |
| Mutual of America Capital Management LLC | 60,273 | $3.52M | 0.04% | −414−0.7% | Reduced |
| Jump Financial, LLC | 59,881 | $3.49M | 0.05% | +29,059+94.3% | Added |