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 |
|---|---|---|---|---|---|
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 16,892 | $985.8K | 0.01% | +1,823+12.1% | Added |
| Cerity Partners LLC | 17,111 | $998.6K | 0.00% | +3,549+26.2% | Added |
| Aster Capital Management (DIFC) Ltd | 14,724 | $1.04M | 0.19% | +14,724 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 18,252 | $1.07M | 0.00% | −675−3.6% | Reduced |
| Diversify Advisory Services, LLC | 20,002 | $1.07M | 0.07% | +4,724+30.9% | Added |
| O'Shaughnessy Asset Management, LLC | 18,412 | $1.07M | 0.01% | +710+4.0% | Added |
| SG Americas Securities, LLC | 18,603 | $1.09M | 0.00% | +18,603 | New |
| State Board of Administration of Florida Retirement System | 19,033 | $1.11M | 0.00% | 00.0% | Unchanged |
| Jackson Creek Investment Advisors LLC | 19,669 | $1.15M | 0.36% | +19,669 | New |
| Fieldview Capital Management, LLC | 19,999 | $1.17M | 0.16% | +10,159+103.2% | Added |
| Amalgamated Bank | 20,122 | $1.17M | 0.01% | −526−2.5% | Reduced |
| Arizona State Retirement System | 20,248 | $1.18M | 0.01% | −172−0.8% | Reduced |
| STRS Ohio | 20,400 | $1.19M | 0.00% | +4,600+29.1% | Added |
| Greenwood Capital Associates LLC | 20,462 | $1.19M | 0.16% | +20,462 | New |
| Entropy Technologies, LP | 20,505 | $1.20M | 0.12% | +14,930+267.8% | Added |
| Maryland State Retirement & Pension System | 20,588 | $1.20M | 0.03% | −3,183−13.4% | Reduced |
| TownSquare Capital, LLC | 20,602 | $1.20M | 0.01% | +1,081+5.5% | Added |
| Gabelli Funds LLC | 20,650 | $1.21M | 0.01% | 00.0% | Unchanged |
| Centiva Capital, LP | 20,826 | $1.22M | 0.07% | +20,826 | New |
| Teachers Retirement System of the State of Kentucky | 21,500 | $1.25M | 0.01% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 21,791 | $1.27M | 0.00% | −480−2.2% | Reduced |
| Cinctive Capital Management LP | 22,217 | $1.30M | 0.10% | −38,240−63.3% | Reduced |
| Magnetar Financial LLC | 23,631 | $1.38M | 0.02% | +23,631 | New |
| Y-Intercept (Hong Kong) Ltd | 24,384 | $1.42M | 0.10% | +24,384 | New |
| Atria Investments LLC | 24,399 | $1.42M | 0.02% | −625−2.5% | Reduced |
| Versor Investments LP | 24,539 | $1.43M | 0.23% | +24,539 | New |
| Hennion & Walsh Asset Management, Inc. | 24,848 | $1.45M | 0.06% | −3,033−10.9% | Reduced |
| Yousif Capital Management, LLC | 26,735 | $1.56M | 0.02% | −554−2.0% | Reduced |
| Verition Fund Management LLC | 27,117 | $1.58M | 0.01% | +22,194+450.8% | Added |
| Russell Investments Group, Ltd. | 27,208 | $1.59M | 0.00% | +9,897+57.2% | Added |
| State of New Jersey Common Pension Fund D | 27,475 | $1.60M | 0.01% | −1,874−6.4% | Reduced |
| Salvus Wealth Management, LLC | 27,748 | $1.62M | 1.02% | −8,811−24.1% | Reduced |
| Mackenzie Financial Corp | 27,761 | $1.62M | 0.00% | +7,801+39.1% | Added |
| Strata Wealth Advisors, LLC | 28,118 | $1.64M | 0.51% | −508−1.8% | Reduced |
| M&T Bank Corp | 28,360 | $1.65M | 0.01% | −2,099−6.9% | Reduced |
| Toroso Investments, LLC | 28,687 | $1.67M | 0.01% | +2,016+7.6% | Added |
| Bayforest Capital Ltd | 29,851 | $1.74M | 0.76% | +28,997+3,395.4% | Added |
| State of Tennessee, Treasury Department | 29,934 | $1.75M | 0.01% | +14,169+89.9% | Added |
| Janus Henderson Group PLC | 30,726 | $1.78M | 0.00% | −2,600−7.8% | Reduced |
| Two Sigma Investments, LP | 30,495 | $1.78M | 0.00% | +30,495 | New |
| Quantbot Technologies LP | 30,825 | $1.80M | 0.06% | +7,960+34.8% | Added |
| Quest Partners LLC | 32,071 | $1.87M | 0.20% | +31,242+3,768.6% | Added |
| Federated Hermes, Inc. | 32,423 | $1.89M | 0.00% | +32,423 | New |
| Louisiana State Employees Retirement System | 33,200 | $1.94M | 0.04% | −900−2.6% | Reduced |
| Allianz Asset Management GmbH | 34,349 | $2.00M | 0.00% | −4,999−12.7% | Reduced |
| Oppenheimer Asset Management Inc. | 36,504 | $2.13M | 0.03% | −2,726−6.9% | Reduced |
| HSBC Holdings PLC | 36,933 | $2.13M | 0.00% | −97,951−72.6% | Reduced |
| Corebridge Financial, Inc. | 36,903 | $2.15M | 0.01% | −723−1.9% | Reduced |
| Zacks Investment Management | 37,070 | $2.16M | 0.02% | +37,070 | New |
| Pathstone Holdings, LLC | 37,219 | $2.17M | 0.01% | +746+2.0% | Added |
| Hilton Capital Management, LLC | 37,619 | $2.20M | 0.19% | +4,262+12.8% | Added |
| Lighthouse Investment Partners, LLC | 37,681 | $2.20M | 0.10% | +37,681 | New |
| Eagle Rock Investment Company, LLC | 38,580 | $2.25M | 0.39% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 38,675 | $2.26M | 0.17% | +5,113+15.2% | Added |
| Nebula Research & Development LLC | 38,701 | $2.26M | 0.21% | +26,902+228.0% | Added |
| State of Alaska, Department of Revenue | 39,112 | $2.28M | 0.03% | −1,004−2.5% | Reduced |
| MetLife Investment Management | 40,928 | $2.39M | 0.01% | −1,695−4.0% | Reduced |
| Intech Investment Management LLC | 41,063 | $2.40M | 0.02% | +15,645+61.6% | Added |
| Brinker Capital Investments, LLC | 41,133 | $2.40M | 0.02% | +5,563+15.6% | Added |
| Orion Portfolio Solutions, LLC | 41,133 | $2.40M | 0.02% | +5,563+15.6% | Added |
| Illinois Municipal Retirement Fund | 41,743 | $2.44M | 0.04% | +2,974+7.7% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 42,080 | $2.46M | 0.01% | +1,839+4.6% | Added |
| Empowered Funds, LLC | 42,828 | $2.50M | 0.04% | +11,692+37.6% | Added |
| Nicholas Investment Partners, LP | 43,101 | $2.52M | 0.26% | +43,101 | New |
| B. Metzler seel. Sohn & Co. AG | 43,547 | $2.54M | 0.03% | +2,019+4.9% | Added |
| First National Bank of Omaha | 44,304 | $2.59M | 0.18% | +862+2.0% | Added |
| Wiley Bros.-Aintree Capital, LLC | 45,835 | $2.65M | 0.03% | +3,999+9.6% | Added |
| Campbell & CO Investment Adviser LLC | 45,688 | $2.67M | 0.20% | +45,688 | New |
| Comerica Bank | 47,200 | $2.75M | 0.01% | −1,217−2.5% | Reduced |
| NewEdge Wealth, LLC | 47,840 | $2.79M | 0.05% | −1,901−3.8% | Reduced |
| Price T Rowe Associates Inc | 48,733 | $2.85M | 0.00% | +6,105+14.3% | Added |
| Ensign Peak Advisors, Inc | 49,727 | $2.90M | 0.01% | +26,832+117.2% | Added |
| Park Circle Co | 50,176 | $2.93M | 2.61% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 50,366 | $2.94M | 0.00% | +2,868+6.0% | Added |
| Thrivent Financial for Lutherans | 51,848 | $3.03M | 0.01% | −2,712−5.0% | Reduced |
| Manufacturers Life Insurance Company, The | 52,432 | $3.06M | 0.00% | +751+1.5% | Added |
| Richard Bernstein Advisors LLC | 54,971 | $3.21M | 0.08% | −1,803−3.2% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 57,523 | $3.33M | 0.01% | +57,523 | New |
| Two Sigma Advisers, LP | 57,100 | $3.33M | 0.01% | +17,500+44.2% | Added |
| New York State Common Retirement Fund | 58,185 | $3.40M | 0.00% | +6,321+12.2% | Added |
| Jump Financial, LLC | 59,881 | $3.49M | 0.05% | +29,059+94.3% | Added |
| Mutual of America Capital Management LLC | 60,273 | $3.52M | 0.04% | −414−0.7% | Reduced |
| LPL Financial LLC | 61,888 | $3.61M | 0.00% | +4,114+7.1% | Added |
| Algert Global LLC | 63,940 | $3.73M | 0.09% | −27,670−30.2% | Reduced |
| Fred Alger Management, LLC | 66,402 | $3.88M | 0.02% | −155,525−70.1% | Reduced |
| Blue Zone Wealth Advisors, LLC | 66,893 | $3.90M | 1.08% | +8,107+13.8% | Added |
| Canada Pension Plan Investment Board | 68,400 | $3.99M | 0.00% | +48,900+250.8% | Added |
| California State Teachers Retirement System | 68,946 | $4.02M | 0.00% | +3,119+4.7% | Added |
| Diversify Wealth Management, LLC | 76,298 | $4.07M | 0.30% | +17,322+29.4% | Added |
| Los Angeles Capital Management LLC | 71,993 | $4.20M | 0.02% | +58,826+446.8% | Added |
| EFG Asset Management (North America) Corp. | 72,187 | $4.21M | 0.70% | −412−0.6% | Reduced |
| Great West Life Assurance Co | 76,651 | $4.47M | 0.01% | −4,883−6.0% | Reduced |
| Palisades Investment Partners, LLC | 76,730 | $4.48M | 2.25% | +204+0.3% | Added |
| Arrowstreet Capital, Limited Partnership | 78,632 | $4.59M | 0.00% | +11,855+17.8% | Added |
| Victory Capital Management Inc | 79,427 | $4.64M | 0.00% | −6,438−7.5% | Reduced |
| Assenagon Asset Management S.A. | 79,764 | $4.66M | 0.01% | −689,181−89.6% | Reduced |
| Royce & Associates LP | 80,609 | $4.70M | 0.05% | −6,201−7.1% | Reduced |
| Alliancebernstein L.P. | 85,345 | $4.98M | 0.00% | −660−0.8% | Reduced |
| Aquatic Capital Management LLC | 85,907 | $5.01M | 0.13% | +64,246+296.6% | Added |
| Susquehanna International Group, LLP | 87,923 | $5.13M | 0.01% | +55,868+174.3% | Added |