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 |
|---|---|---|---|---|---|
| Vestmark Advisory Solutions, Inc. | 96,316 | $5.62M | 0.14% | +40,907+73.8% | Added |
| Regions Financial Corp | 96,763 | $5.65M | 0.04% | −765−0.8% | Reduced |
| Prudential Financial Inc | 96,947 | $5.66M | 0.01% | +25,260+35.2% | Added |
| Engineers Gate Manager LP | 99,640 | $5.81M | 0.10% | +99,640 | New |
| First Eagle Investment Management, LLC | 103,051 | $6.01M | 0.01% | −15,200−12.9% | Reduced |
| Teacher Retirement System of Texas | 110,909 | $6.47M | 0.03% | +86,067+346.5% | Added |
| ExodusPoint Capital Management, LP | 112,425 | $6.56M | 0.09% | +106,729+1,873.8% | Added |
| Cramer Rosenthal McGlynn LLC | 114,898 | $6.71M | 0.48% | −145,147−55.8% | Reduced |
| D. E. Shaw & Co., Inc. | 116,342 | $6.79M | 0.01% | +40,456+53.3% | Added |
| Edgestream Partners, L.P. | 126,226 | $7.37M | 0.25% | +88,543+235.0% | Added |
| Point72 Asset Management, L.P. | 126,688 | $7.39M | 0.02% | +126,688 | New |
| Citigroup Inc | 127,213 | $7.42M | 0.01% | +27,895+28.1% | Added |
| Barclays PLC | 133,027 | $7.76M | 0.00% | −10,924−7.6% | Reduced |
| Swiss National Bank | 136,800 | $7.98M | 0.01% | −1,600−1.2% | Reduced |
| Stifel Financial Corp | 140,920 | $8.22M | 0.01% | −52,502−27.1% | Reduced |
| Man Group plc | 141,440 | $8.25M | 0.02% | +84,481+148.3% | Added |
| FMR LLC | 147,262 | $8.59M | 0.00% | +13,135+9.8% | Added |
| Axiom Investors LLC | 148,130 | $8.64M | 0.08% | −135,063−47.7% | Reduced |
| Pier Capital, LLC | 157,679 | $9.20M | 1.54% | +49,938+46.4% | Added |
| Trexquant Investment LP | 161,749 | $9.44M | 0.11% | +99,274+158.9% | Added |
| Winslow Asset Management Inc | 168,962 | $9.86M | 2.18% | −2,987−1.7% | Reduced |
| UBS Asset Management Americas Inc | 169,277 | $9.88M | 0.00% | −6,518−3.7% | Reduced |
| Cubist Systematic Strategies, LLC | 182,826 | $10.7M | 0.14% | +182,826 | New |
| Voloridge Investment Management, LLC | 187,976 | $11.0M | 0.04% | +187,976 | New |
| Legal & General Group Plc | 192,020 | $11.2M | 0.00% | −4,177−2.1% | Reduced |
| Rhumbline Advisers | 193,270 | $11.3M | 0.01% | −2,544−1.3% | Reduced |
| AQR Capital Management LLC | 193,466 | $11.3M | 0.01% | +155,162+405.1% | Added |
| Jacobs Levy Equity Management, Inc | 203,968 | $11.9M | 0.05% | +85,745+72.5% | Added |
| Capital Management Corp | 209,653 | $12.2M | 2.12% | +28,565+15.8% | Added |
| Public Sector Pension Investment Board | 223,818 | $13.1M | 0.06% | +47,975+27.3% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 247,000 | $14.4M | 0.03% | +79,000+47.0% | Added |
| Wealth Enhancement Advisory Services, LLC | 253,658 | $14.8M | 0.03% | +99,316+64.3% | Added |
| Jane Street Group, LLC | 288,229 | $16.8M | 0.03% | +280,895+3,830.0% | Added |
| SEI Investments Co | 290,247 | $16.9M | 0.02% | +14,578+5.3% | Added |
| Deutsche Bank AG | 293,408 | $17.1M | 0.01% | +37,964+14.9% | Added |
| Tudor Investment Corp Et Al | 295,915 | $17.3M | 0.15% | +177,963+150.9% | Added |
| Emerald Mutual Fund Advisers Trust | 301,224 | $17.6M | 1.25% | 00.0% | Unchanged |
| Invesco Ltd. | 320,103 | $18.7M | 0.00% | −25,142−7.3% | Reduced |
| Nuveen, LLC | 335,185 | $19.6M | 0.01% | +335,185 | New |
| Voya Investment Management LLC | 343,099 | $20.0M | 0.02% | +19,146+5.9% | Added |
| Principal Financial Group Inc | 352,466 | $20.6M | 0.01% | +7,999+2.3% | Added |
| Fisher Asset Management, LLC | 353,469 | $20.6M | 0.01% | +132,699+60.1% | Added |
| Envestnet Asset Management Inc | 357,789 | $20.9M | 0.01% | +4,921+1.4% | Added |
| Raymond James Financial Inc | 425,732 | $24.8M | 0.01% | +48,704+12.9% | Added |
| Tributary Capital Management, LLC | 425,782 | $24.8M | 2.17% | −13,996−3.2% | Reduced |
| Emerald Advisers, LLC | 426,466 | $24.9M | 1.12% | −528−0.1% | Reduced |
| Artisan Partners Limited Partnership | 432,060 | $25.2M | 0.04% | +2,722+0.6% | Added |
| Qube Research & Technologies Ltd | 440,231 | $25.7M | 0.04% | +388,084+744.2% | Added |
| Royal Bank of Canada | 464,633 | $27.1M | 0.01% | +22,663+5.1% | Added |
| Millennium Management LLC | 465,677 | $27.2M | 0.03% | +352,490+311.4% | Added |
| Jennison Associates LLC | 485,238 | $28.3M | 0.02% | +398,129+457.0% | Added |
| Renaissance Technologies LLC | 493,364 | $28.8M | 0.04% | +346,920+236.9% | Added |
| UBS Group AG | 506,081 | $29.5M | 0.01% | +197,760+64.1% | Added |
| Bamco Inc | 527,186 | $30.8M | 0.09% | 00.0% | Unchanged |
| Norges Bank | 565,235 | $33.0M | 0.00% | −146,866−20.6% | Reduced |
| Bank of America Corp | 580,341 | $33.9M | 0.00% | −36,263−5.9% | Reduced |
| Natixis Advisors, L.P. | 615,169 | $35.9M | 0.07% | +20,702+3.5% | Added |
| Bank of New York Mellon Corp | 639,573 | $37.3M | 0.01% | −11,617−1.8% | Reduced |
| Dimensional Fund Advisors LP | 644,580 | $37.6M | 0.01% | −62,646−8.9% | Reduced |
| Lord, Abbett & Co. LLC | 644,943 | $37.6M | 0.13% | −249,269−27.9% | Reduced |
| Morgan Stanley | 679,718 | $39.7M | 0.00% | +12,394+1.9% | Added |
| Capital World Investors | 719,000 | $42.0M | 0.01% | 00.0% | Unchanged |
| Northern Trust Corp | 858,968 | $50.1M | 0.01% | −1,157−0.1% | Reduced |
| Heard Capital LLC | 925,240 | $54.0M | 3.21% | +83,270+9.9% | Added |
| HighTower Advisors, LLC | 958,902 | $56.0M | 0.08% | +83,034+9.5% | Added |
| Wells Fargo & Company | 959,906 | $56.0M | 0.01% | −572−0.1% | Reduced |
| Citadel Advisors LLC | 1,102,287 | $64.3M | 0.06% | −202,594−15.5% | Reduced |
| Madison Asset Management, LLC | 1,264,200 | $73.8M | 0.82% | +99,313+8.5% | Added |
| JPMorgan Chase & Co | 1,272,645 | $74.3M | 0.01% | +119,746+10.4% | Added |
| Timucuan Asset Management Inc | 1,417,062 | $82.7M | 2.57% | −581,453−29.1% | Reduced |
| Geode Capital Management, LLC | 1,628,724 | $95.1M | 0.01% | +42,922+2.7% | Added |
| Ameriprise Financial Inc | 2,260,345 | $131.9M | 0.04% | +95,114+4.4% | Added |
| Goldman Sachs Group Inc | 2,356,893 | $137.5M | 0.03% | +579,529+32.6% | Added |
| Wasatch Advisors Inc | 2,733,324 | $159.5M | 0.89% | +100,788+3.8% | Added |
| State Street Corp | 2,773,194 | $161.8M | 0.01% | −85,645−3.0% | Reduced |
| Charles Schwab Investment Management Inc | 2,942,299 | $171.7M | 0.03% | +2,006,747+214.5% | Added |
| London Co of Virginia | 3,543,210 | $206.8M | 1.18% | −125,621−3.4% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 6,920,207 | $403.9M | 0.99% | −177,138−2.5% | Reduced |
| Vanguard Group Inc | 8,305,688 | $484.7M | 0.01% | +158,373+1.9% | Added |
| BlackRock, Inc. | 8,395,800 | $490.0M | 0.01% | −10,193−0.1% | Reduced |
| Proequities, Inc. | 0 | $0 | 0.00% | −128−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −723,384−100.0% | Sold out |
| Capital Research Global Investors | 0 | $0 | 0.00% | −280,460−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −73,977−100.0% | Sold out |
| Chevy Chase Trust Holdings, Inc. | 0 | $0 | 0.00% | −55,014−100.0% | Sold out |
| Prana Capital Management, LP | 0 | $0 | 0.00% | −48,201−100.0% | Sold out |
| Clough Capital Partners L P | 0 | $0 | 0.00% | −38,950−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −35,343−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −25,414−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −14,039−100.0% | Sold out |
| First Hawaiian Bank | 0 | $0 | 0.00% | −12,626−100.0% | Sold out |
| OmniStar Financial Group, Inc. | 0 | $0 | 0.00% | −12,116−100.0% | Sold out |
| AMG National Trust Bank | 0 | $0 | 0.00% | −10,876−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −8,969−100.0% | Sold out |
| CI Private Wealth, LLC | 0 | $0 | 0.00% | −5,569−100.0% | Sold out |
| Kestra Private Wealth Services, LLC | 0 | $0 | 0.00% | −5,187−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −4,895−100.0% | Sold out |
| Profund Advisors LLC | 0 | $0 | 0.00% | −3,937−100.0% | Sold out |
| Robertson Stephens Wealth Management, LLC | 0 | $0 | 0.00% | −3,717−100.0% | Sold out |
| AE Wealth Management LLC | 0 | $0 | 0.00% | −3,520−100.0% | Sold out |