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 |
|---|---|---|---|---|---|
| Hantz Financial Services, Inc. | 8 | $0 | 0.00% | +8 | New |
| Simplex Trading, LLC | 11 | $0 | 0.00% | +11 | New |
| ORG Partners LLC | 0 | $51 | 0.00% | 0 | Unchanged |
| Parkworth Wealth Management, Inc. | 1 | $58 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 3 | $176 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 4 | $233 | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 5 | $292 | 0.00% | 00.0% | Unchanged |
| South State Corp. | 5 | $292 | 0.00% | +5 | New |
| Caitong International Asset Management Co., Ltd | 6 | $350 | 0.00% | +6 | New |
| SJS Investment Consulting Inc. | 7 | $409 | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 7 | $418 | 0.00% | +7 | New |
| CVA Family Office, LLC | 10 | $584 | 0.00% | −8−44.4% | Reduced |
| Amundi | 12 | $635 | 0.00% | +12 | New |
| Financial Management Professionals, Inc. | 14 | $817 | 0.00% | +14 | New |
| WealthTrak Capital Management LLC | 15 | $876 | 0.00% | +10+200.0% | Added |
| UMA Financial Services, Inc. | 16 | $934 | 0.00% | +16 | New |
| Northwestern Mutual Wealth Management Co | 25 | $1.46K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 25 | $1.46K | 0.00% | +25 | New |
| Stonebridge Financial Group, LLC | 26 | $1.49K | 0.00% | +26 | New |
| Crewe Advisors LLC | 26 | $1.52K | 0.00% | +26 | New |
| Westside Investment Management, Inc. | 29 | $1.69K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 29 | $1.69K | 0.00% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 40 | $2.33K | 0.00% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 40 | $2.33K | 0.00% | +40 | New |
| Bare Financial Services, Inc | 41 | $2.39K | 0.00% | +41 | New |
| Continuum Advisory, LLC | 43 | $2.51K | 0.00% | +43 | New |
| Sound Income Strategies, LLC | 44 | $2.57K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 45 | $2.63K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 54 | $3.15K | 0.00% | +40+285.7% | Added |
| NBT Bank N A | 59 | $3.43K | 0.00% | +1+1.7% | Added |
| Key Financial Inc | 59 | $3.44K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 70 | $3.68K | 0.00% | +39+125.8% | Added |
| Harbor Capital Advisors, Inc. | 75 | $4.00K | 0.00% | −18,825−99.6% | Reduced |
| High Note Wealth, LLC | 69 | $4.03K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 72 | $4.20K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 74 | $4.32K | 0.00% | +15+25.4% | Added |
| Sterling Capital Management LLC | 75 | $4.38K | 0.00% | +2+2.7% | Added |
| Geneos Wealth Management Inc. | 82 | $4.79K | 0.00% | +4+5.1% | Added |
| Spire Wealth Management | 82 | $4.79K | 0.00% | +82 | New |
| Principal Securities, Inc. | 76 | $5.62K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 99 | $5.78K | 0.00% | +99 | New |
| Danske Bank A/S | 100 | $5.84K | 0.00% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 100 | $5.84K | 0.00% | +100 | New |
| Rothschild Investment LLC | 105 | $6.13K | 0.00% | +15+16.7% | Added |
| WPG Advisers, LLC | 125 | $7.29K | 0.01% | −8−6.0% | Reduced |
| SRS Capital Advisors, Inc. | 130 | $7.59K | 0.00% | −55−29.7% | Reduced |
| Private Wealth Management Group, LLC | 147 | $8.58K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 156 | $9.00K | 0.01% | +153+5,100.0% | Added |
| Cullen/Frost Bankers, Inc. | 155 | $9.05K | 0.00% | +155 | New |
| Optiver Holding B.V. | 169 | $9.86K | 0.00% | +169 | New |
| Bessemer Group Inc | 177 | $10.0K | 0.00% | −34−16.1% | Reduced |
| Rise Advisors, LLC | 179 | $10.4K | 0.00% | −52−22.5% | Reduced |
| Salem Investment Counselors Inc | 186 | $10.9K | 0.00% | +81+77.1% | Added |
| SBI Securities Co., Ltd. | 193 | $11.3K | 0.00% | +16+9.0% | Added |
| GWM Advisors LLC | 198 | $11.6K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 201 | $11.7K | 0.00% | +198+6,600.0% | Added |
| Skopos Labs, Inc. | 205 | $12.0K | 0.00% | +204+20,400.0% | Added |
| Capital Advisors, Ltd. LLC | 200 | $12.0K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 206 | $12.0K | 0.00% | +206 | New |
| Hexagon Capital Partners LLC | 220 | $12.8K | 0.00% | −289−56.8% | Reduced |
| Trust Co of Vermont | 250 | $14.6K | 0.00% | −121−32.6% | Reduced |
| Lindbrook Capital, LLC | 273 | $15.9K | 0.00% | 00.0% | Unchanged |
| Headlands Technologies LLC | 308 | $18.0K | 0.00% | −111−26.5% | Reduced |
| EverSource Wealth Advisors, LLC | 315 | $18.4K | 0.00% | +125+65.8% | Added |
| City State Bank | 350 | $20.4K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 377 | $22.0K | 0.00% | +64+20.4% | Added |
| Nomura Asset Management Co Ltd | 380 | $22.2K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 488 | $28.5K | 0.00% | +3+0.6% | Added |
| Coldstream Capital Management Inc | 556 | $32.4K | 0.00% | +556 | New |
| Umb Bank N A | 583 | $34.0K | 0.00% | +101+21.0% | Added |
| Massmutual Trust Co FSB | 644 | $37.6K | 0.00% | +605+1,551.3% | Added |
| Harvest Fund Management Co., Ltd | 698 | $41.0K | 0.00% | −1,197−63.2% | Reduced |
| Lazard Asset Management LLC | 780 | $45.0K | 0.00% | +780 | New |
| Versant Capital Management, Inc | 796 | $46.5K | 0.01% | +745+1,460.8% | Added |
| Colonial Trust Co | 800 | $46.7K | 0.01% | +59+8.0% | Added |
| eCIO, Inc. | 852 | $49.7K | 0.02% | +852 | New |
| Smartleaf Asset Management LLC | 922 | $53.4K | 0.01% | −94−9.3% | Reduced |
| Jones Financial Companies LLLP | 972 | $56.3K | 0.00% | +150+18.2% | Added |
| Ci Investments Inc. | 972 | $57.0K | 0.00% | +43+4.6% | Added |
| C M Bidwell & Associates Ltd | 995 | $58.1K | 0.03% | +995 | New |
| First Horizon Advisors, Inc. | 999 | $58.3K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 1,026 | $59.0K | 0.01% | +1,026 | New |
| Public Employees Retirement System of Ohio | 1,048 | $61.2K | 0.00% | +42+4.2% | Added |
| IFP Advisors, Inc | 1,066 | $62.2K | 0.00% | −18−1.7% | Reduced |
| Private Trust Co NA | 1,077 | $62.9K | 0.01% | −29−2.6% | Reduced |
| Whittier Trust Co of Nevada Inc | 1,099 | $64.1K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 1,120 | $65.4K | 0.00% | +90+8.7% | Added |
| Signaturefd, LLC | 1,171 | $68.3K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,356 | $79.1K | 0.00% | −17−1.2% | Reduced |
| Kestra Investment Management, LLC | 1,463 | $85.4K | 0.00% | −508−25.8% | Reduced |
| HM Payson & Co | 1,573 | $91.8K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 1,632 | $95.2K | 0.01% | +457+38.9% | Added |
| New Age Alpha Advisors, LLC | 1,842 | $107.5K | 0.00% | +1,842 | New |
| Tower Research Capital LLC (TRC) | 1,987 | $116.0K | 0.00% | −2,028−50.5% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 2,130 | $124.0K | 0.00% | +2,130 | New |
| Huntington National Bank | 2,330 | $136.0K | 0.00% | +2,291+5,874.4% | Added |
| Nisa Investment Advisors, LLC | 2,943 | $171.8K | 0.00% | −630−17.6% | Reduced |
| KBC Group NV | 3,035 | $177.0K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 3,626 | $211.6K | 0.01% | +95+2.7% | Added |
| Petrus Trust Company, LTA | 3,787 | $221.0K | 0.02% | +3,787 | New |