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 |
|---|---|---|---|---|---|
| Vident Advisory, LLC | 3,823 | $223.2K | 0.00% | +724+23.4% | Added |
| Petros Family Wealth, LLC | 3,870 | $225.9K | 0.25% | +40+1.0% | Added |
| Keybank National Association | 3,983 | $232.4K | 0.00% | +3,983 | New |
| Snowden Capital Advisors LLC | 3,995 | $233.1K | 0.01% | −167−4.0% | Reduced |
| Princeton Capital Management LLC | 4,000 | $233.4K | 0.08% | +1,000+33.3% | Added |
| Sherbrooke Park Advisers LLC | 4,268 | $249.1K | 0.12% | +4,268 | New |
| CIBC Asset Management Inc | 4,315 | $251.8K | 0.00% | −90−2.0% | Reduced |
| Tritonpoint Wealth, LLC | 4,492 | $262.2K | 0.02% | 00.0% | Unchanged |
| United Services Automobile Association | 4,558 | $264.0K | 0.01% | +4,558 | New |
| Point72 Hong Kong Ltd | 4,612 | $269.2K | 0.02% | +4,612 | New |
| Cambridge Investment Research Advisors, Inc. | 4,663 | $272.0K | 0.00% | +1,393+42.6% | Added |
| Simon Quick Advisors, LLC | 4,718 | $275.3K | 0.02% | +1,250+36.0% | Added |
| Equitable Holdings, Inc. | 4,734 | $276.3K | 0.00% | +134+2.9% | Added |
| Integrated Wealth Concepts LLC | 4,799 | $280.1K | 0.00% | +432+9.9% | Added |
| Heritage Family Offices, LLP | 4,940 | $288.3K | 0.15% | +476+10.7% | Added |
| Aigen Investment Management, LP | 4,996 | $291.6K | 0.05% | +4,996 | New |
| Vestcor Inc | 5,006 | $292.0K | 0.01% | +5,006 | New |
| Trajan Wealth LLC | 5,027 | $293.4K | 0.02% | +1,895+60.5% | Added |
| RSM US Wealth Management LLC | 5,075 | $296.2K | 0.00% | +244+5.1% | Added |
| Capital Investment Advisory Services, LLC | 5,206 | $303.8K | 0.03% | −1,109−17.6% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 5,257 | $306.8K | 0.00% | −3,147−37.4% | Reduced |
| Xponance, Inc. | 5,373 | $313.6K | 0.00% | +294+5.8% | Added |
| Private Advisor Group, LLC | 5,536 | $323.1K | 0.00% | −403−6.8% | Reduced |
| Legato Capital Management LLC | 5,547 | $323.7K | 0.04% | +5,547 | New |
| Hodges Capital Management Inc. | 5,715 | $334.0K | 0.03% | −118,125−95.4% | Reduced |
| Pinnacle Financial Partners Inc | 5,730 | $334.4K | 0.01% | +5,730 | New |
| Creative Planning | 5,812 | $339.2K | 0.00% | −146−2.5% | Reduced |
| Riverview Capital Advisers, LLC | 5,980 | $349.0K | 0.11% | 00.0% | Unchanged |
| Gamco Investors, Inc. Et Al | 6,000 | $350.2K | 0.00% | +6,000 | New |
| Teza Capital Management LLC | 6,134 | $358.0K | 0.16% | +470+8.3% | Added |
| Callan Family Office, LLC | 6,151 | $359.0K | 0.03% | −13,657−68.9% | Reduced |
| Quantinno Capital Management LP | 6,230 | $363.6K | 0.00% | +3,437+123.1% | Added |
| Alamea Verwaltungs GmbH | 6,273 | $366.1K | 0.32% | +6,273 | New |
| 111 Capital | 6,289 | $367.0K | 0.07% | +6,289 | New |
| Fulton Bank, N.A. | 6,393 | $373.1K | 0.02% | +350+5.8% | Added |
| Truist Financial Corp | 6,589 | $384.5K | 0.00% | +213+3.3% | Added |
| Dark Forest Capital Management LP | 6,608 | $385.6K | 0.02% | −263−3.8% | Reduced |
| Aviva PLC | 6,724 | $392.4K | 0.00% | +6,724 | New |
| D.A. Davidson & Co. | 6,766 | $394.9K | 0.00% | 00.0% | Unchanged |
| Everence Capital Management Inc | 6,780 | $396.0K | 0.03% | 00.0% | Unchanged |
| Franklin Resources Inc | 6,894 | $402.3K | 0.00% | +22+0.3% | Added |
| Cetera Investment Advisers | 6,913 | $403.5K | 0.00% | +623+9.9% | Added |
| Picton Mahoney Asset Management | 7,066 | $412.0K | 0.01% | +7,066 | New |
| O'Rourke & Company, Inc | 7,106 | $414.7K | 0.21% | +294+4.3% | Added |
| Ameritas Investment Partners, Inc. | 7,209 | $420.7K | 0.01% | −185−2.5% | Reduced |
| Inceptionr LLC | 7,568 | $441.7K | 0.13% | +7,568 | New |
| Public Employees Retirement Association of Colorado | 7,648 | $446.0K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 7,673 | $447.8K | 0.00% | −6,571−46.1% | Reduced |
| First National Advisers, LLC | 7,825 | $456.7K | 0.07% | +7,825 | New |
| MML Investors Services, LLC | 7,845 | $458.0K | 0.00% | +1,017+14.9% | Added |
| CWM, LLC | 7,945 | $464.0K | 0.00% | +5,409+213.3% | Added |
| Apollon Wealth Management, LLC | 8,292 | $483.9K | 0.01% | −132−1.6% | Reduced |
| Peak Financial Advisors LLC | 8,567 | $500.0K | 0.25% | +204+2.4% | Added |
| Wesbanco Bank Inc | 8,709 | $508.3K | 0.02% | 00.0% | Unchanged |
| Captrust Financial Advisors | 8,718 | $508.8K | 0.00% | +752+9.4% | Added |
| Curated Wealth Partners LLC | 8,906 | $519.8K | 0.07% | +304+3.5% | Added |
| JustInvest LLC | 9,255 | $540.1K | 0.01% | +2,276+32.6% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 9,300 | $542.7K | 0.00% | +9,300 | New |
| Naples Global Advisors, LLC | 9,671 | $564.4K | 0.05% | −500−4.9% | Reduced |
| Pitcairn Co | 9,798 | $571.8K | 0.03% | +111+1.1% | Added |
| Mariner, LLC | 9,868 | $575.9K | 0.00% | +1,695+20.7% | Added |
| Sanctuary Advisors, LLC | 10,264 | $599.0K | 0.00% | −1,875−15.4% | Reduced |
| Cornerstone Investment Partners, LLC | 10,272 | $599.5K | 0.03% | +118+1.2% | Added |
| Pictet Asset Management Holding SA | 10,384 | $606.0K | 0.00% | +481+4.9% | Added |
| US Bancorp | 10,847 | $633.1K | 0.00% | +410+3.9% | Added |
| Virtus ETF Advisers LLC | 10,900 | $636.1K | 0.41% | +10,900 | New |
| Advisor Group Holdings, Inc. | 11,112 | $648.6K | 0.00% | +677+6.5% | Added |
| Gsa Capital Partners LLP | 11,278 | $658.0K | 0.06% | +11,278 | New |
| Bank of Montreal | 11,347 | $662.2K | 0.00% | +2,595+29.7% | Added |
| Trust Point Inc. | 11,519 | $672.2K | 0.06% | −6,282−35.3% | Reduced |
| Banque Pictet & Cie SA | 11,524 | $672.5K | 0.01% | +11,524 | New |
| Squarepoint Ops LLC | 11,623 | $678.3K | 0.00% | +11,623 | New |
| Quantum Private Wealth, LLC | 11,752 | $685.8K | 0.26% | 00.0% | Unchanged |
| Invst, LLC | 11,792 | $688.2K | 0.09% | +11,792 | New |
| Mercer Global Advisors Inc | 12,051 | $703.3K | 0.00% | +7,521+166.0% | Added |
| Impact Capital Partners LLC | 12,257 | $715.3K | 0.26% | +1,160+10.5% | Added |
| Elo Mutual Pension Insurance Co | 12,430 | $725.4K | 0.02% | +12,430 | New |
| Argent Trust Co | 12,997 | $758.5K | 0.03% | +3,408+35.5% | Added |
| XTX Topco Ltd | 13,078 | $763.2K | 0.04% | +9,244+241.1% | Added |
| Scientech Research LLC | 13,875 | $809.7K | 0.21% | +13,875 | New |
| KLP Kapitalforvaltning AS | 13,900 | $811.2K | 0.00% | −800−5.4% | Reduced |
| Steward Partners Investment Advisory, LLC | 14,090 | $822.3K | 0.01% | +4,346+44.6% | Added |
| State of Wisconsin Investment Board | 14,182 | $827.7K | 0.00% | +3,528+33.1% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 14,415 | $841.3K | 0.00% | +14,415 | New |
| Resources Investment Advisors, LLC. | 14,482 | $845.1K | 0.01% | +581+4.2% | Added |
| Integrated Quantitative Investments LLC | 14,500 | $846.2K | 0.42% | 00.0% | Unchanged |
| State of Wyoming | 14,600 | $852.1K | 0.11% | +4,163+39.9% | Added |
| Harbor Advisors LLC | 14,800 | $863.7K | 0.15% | 00.0% | Unchanged |
| New England Research & Management, Inc. | 15,125 | $883.0K | 0.45% | −100−0.7% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 15,431 | $900.6K | 0.01% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 15,472 | $903.0K | 0.14% | +1,024+7.1% | Added |
| Marshall Wace, LLP | 15,543 | $907.1K | 0.00% | +15,543 | New |
| CIBC World Markets Corp | 15,682 | $915.2K | 0.01% | +9,069+137.1% | Added |
| Campbell Newman Asset Management Inc | 15,943 | $930.4K | 0.08% | −55−0.3% | Reduced |
| Handelsbanken Fonder AB | 15,951 | $931.0K | 0.00% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 16,155 | $942.8K | 0.02% | −460−2.8% | Reduced |
| New York State Teachers Retirement System | 16,500 | $963.0K | 0.00% | −700−4.1% | Reduced |
| ProShare Advisors LLC | 16,642 | $971.2K | 0.00% | −4,656−21.9% | Reduced |
| Ieq Capital, LLC | 16,707 | $975.0K | 0.01% | +16,707 | New |
| BNP Paribas Arbitrage, SA | 16,793 | $980.0K | 0.00% | −6,149−26.8% | Reduced |