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 |
|---|---|---|---|---|---|
| New York State Common Retirement Fund | 58,185 | $3.40M | 0.00% | +6,321+12.2% | Added |
| Two Sigma Advisers, LP | 57,100 | $3.33M | 0.01% | +17,500+44.2% | Added |
| Mirae Asset Global Investments Co., Ltd. | 57,523 | $3.33M | 0.01% | +57,523 | New |
| Richard Bernstein Advisors LLC | 54,971 | $3.21M | 0.08% | −1,803−3.2% | Reduced |
| Manufacturers Life Insurance Company, The | 52,432 | $3.06M | 0.00% | +751+1.5% | Added |
| Thrivent Financial for Lutherans | 51,848 | $3.03M | 0.01% | −2,712−5.0% | Reduced |
| Neuberger Berman Group LLC | 50,366 | $2.94M | 0.00% | +2,868+6.0% | Added |
| Park Circle Co | 50,176 | $2.93M | 2.61% | 00.0% | Unchanged |
| Ensign Peak Advisors, Inc | 49,727 | $2.90M | 0.01% | +26,832+117.2% | Added |
| Price T Rowe Associates Inc | 48,733 | $2.85M | 0.00% | +6,105+14.3% | Added |
| NewEdge Wealth, LLC | 47,840 | $2.79M | 0.05% | −1,901−3.8% | Reduced |
| Comerica Bank | 47,200 | $2.75M | 0.01% | −1,217−2.5% | Reduced |
| Campbell & CO Investment Adviser LLC | 45,688 | $2.67M | 0.20% | +45,688 | New |
| Wiley Bros.-Aintree Capital, LLC | 45,835 | $2.65M | 0.03% | +3,999+9.6% | Added |
| First National Bank of Omaha | 44,304 | $2.59M | 0.18% | +862+2.0% | Added |
| B. Metzler seel. Sohn & Co. AG | 43,547 | $2.54M | 0.03% | +2,019+4.9% | Added |
| Nicholas Investment Partners, LP | 43,101 | $2.52M | 0.26% | +43,101 | New |
| Empowered Funds, LLC | 42,828 | $2.50M | 0.04% | +11,692+37.6% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 42,080 | $2.46M | 0.01% | +1,839+4.6% | Added |
| Illinois Municipal Retirement Fund | 41,743 | $2.44M | 0.04% | +2,974+7.7% | 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 |
| Intech Investment Management LLC | 41,063 | $2.40M | 0.02% | +15,645+61.6% | Added |
| MetLife Investment Management | 40,928 | $2.39M | 0.01% | −1,695−4.0% | Reduced |
| State of Alaska, Department of Revenue | 39,112 | $2.28M | 0.03% | −1,004−2.5% | Reduced |
| Nebula Research & Development LLC | 38,701 | $2.26M | 0.21% | +26,902+228.0% | Added |
| Verdence Capital Advisors LLC | 38,675 | $2.26M | 0.17% | +5,113+15.2% | Added |
| Eagle Rock Investment Company, LLC | 38,580 | $2.25M | 0.39% | 00.0% | Unchanged |
| Lighthouse Investment Partners, LLC | 37,681 | $2.20M | 0.10% | +37,681 | New |
| Hilton Capital Management, LLC | 37,619 | $2.20M | 0.19% | +4,262+12.8% | Added |
| Pathstone Holdings, LLC | 37,219 | $2.17M | 0.01% | +746+2.0% | Added |
| Zacks Investment Management | 37,070 | $2.16M | 0.02% | +37,070 | New |
| Corebridge Financial, Inc. | 36,903 | $2.15M | 0.01% | −723−1.9% | Reduced |
| HSBC Holdings PLC | 36,933 | $2.13M | 0.00% | −97,951−72.6% | Reduced |
| Oppenheimer Asset Management Inc. | 36,504 | $2.13M | 0.03% | −2,726−6.9% | Reduced |
| Allianz Asset Management GmbH | 34,349 | $2.00M | 0.00% | −4,999−12.7% | Reduced |
| Louisiana State Employees Retirement System | 33,200 | $1.94M | 0.04% | −900−2.6% | Reduced |
| Federated Hermes, Inc. | 32,423 | $1.89M | 0.00% | +32,423 | New |
| Quest Partners LLC | 32,071 | $1.87M | 0.20% | +31,242+3,768.6% | Added |
| Quantbot Technologies LP | 30,825 | $1.80M | 0.06% | +7,960+34.8% | Added |
| Two Sigma Investments, LP | 30,495 | $1.78M | 0.00% | +30,495 | New |
| Janus Henderson Group PLC | 30,726 | $1.78M | 0.00% | −2,600−7.8% | Reduced |
| State of Tennessee, Treasury Department | 29,934 | $1.75M | 0.01% | +14,169+89.9% | Added |
| Bayforest Capital Ltd | 29,851 | $1.74M | 0.76% | +28,997+3,395.4% | Added |
| Toroso Investments, LLC | 28,687 | $1.67M | 0.01% | +2,016+7.6% | Added |
| M&T Bank Corp | 28,360 | $1.65M | 0.01% | −2,099−6.9% | Reduced |
| Strata Wealth Advisors, LLC | 28,118 | $1.64M | 0.51% | −508−1.8% | Reduced |
| Mackenzie Financial Corp | 27,761 | $1.62M | 0.00% | +7,801+39.1% | Added |
| Salvus Wealth Management, LLC | 27,748 | $1.62M | 1.02% | −8,811−24.1% | Reduced |
| State of New Jersey Common Pension Fund D | 27,475 | $1.60M | 0.01% | −1,874−6.4% | Reduced |
| Russell Investments Group, Ltd. | 27,208 | $1.59M | 0.00% | +9,897+57.2% | Added |
| Verition Fund Management LLC | 27,117 | $1.58M | 0.01% | +22,194+450.8% | Added |
| Yousif Capital Management, LLC | 26,735 | $1.56M | 0.02% | −554−2.0% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 24,848 | $1.45M | 0.06% | −3,033−10.9% | Reduced |
| Versor Investments LP | 24,539 | $1.43M | 0.23% | +24,539 | New |
| Atria Investments LLC | 24,399 | $1.42M | 0.02% | −625−2.5% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 24,384 | $1.42M | 0.10% | +24,384 | New |
| Magnetar Financial LLC | 23,631 | $1.38M | 0.02% | +23,631 | New |
| Cinctive Capital Management LP | 22,217 | $1.30M | 0.10% | −38,240−63.3% | Reduced |
| Janney Montgomery Scott LLC | 21,791 | $1.27M | 0.00% | −480−2.2% | Reduced |
| Teachers Retirement System of the State of Kentucky | 21,500 | $1.25M | 0.01% | 00.0% | Unchanged |
| Centiva Capital, LP | 20,826 | $1.22M | 0.07% | +20,826 | New |
| Gabelli Funds LLC | 20,650 | $1.21M | 0.01% | 00.0% | Unchanged |
| TownSquare Capital, LLC | 20,602 | $1.20M | 0.01% | +1,081+5.5% | Added |
| Maryland State Retirement & Pension System | 20,588 | $1.20M | 0.03% | −3,183−13.4% | Reduced |
| Entropy Technologies, LP | 20,505 | $1.20M | 0.12% | +14,930+267.8% | Added |
| Greenwood Capital Associates LLC | 20,462 | $1.19M | 0.16% | +20,462 | New |
| STRS Ohio | 20,400 | $1.19M | 0.00% | +4,600+29.1% | Added |
| Arizona State Retirement System | 20,248 | $1.18M | 0.01% | −172−0.8% | Reduced |
| Amalgamated Bank | 20,122 | $1.17M | 0.01% | −526−2.5% | Reduced |
| Fieldview Capital Management, LLC | 19,999 | $1.17M | 0.16% | +10,159+103.2% | Added |
| Jackson Creek Investment Advisors LLC | 19,669 | $1.15M | 0.36% | +19,669 | New |
| State Board of Administration of Florida Retirement System | 19,033 | $1.11M | 0.00% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 18,603 | $1.09M | 0.00% | +18,603 | New |
| O'Shaughnessy Asset Management, LLC | 18,412 | $1.07M | 0.01% | +710+4.0% | Added |
| Diversify Advisory Services, LLC | 20,002 | $1.07M | 0.07% | +4,724+30.9% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 18,252 | $1.07M | 0.00% | −675−3.6% | Reduced |
| Aster Capital Management (DIFC) Ltd | 14,724 | $1.04M | 0.19% | +14,724 | New |
| Cerity Partners LLC | 17,111 | $998.6K | 0.00% | +3,549+26.2% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 16,892 | $985.8K | 0.01% | +1,823+12.1% | Added |
| BNP Paribas Arbitrage, SA | 16,793 | $980.0K | 0.00% | −6,149−26.8% | Reduced |
| Ieq Capital, LLC | 16,707 | $975.0K | 0.01% | +16,707 | New |
| ProShare Advisors LLC | 16,642 | $971.2K | 0.00% | −4,656−21.9% | Reduced |
| New York State Teachers Retirement System | 16,500 | $963.0K | 0.00% | −700−4.1% | Reduced |
| Oregon Public Employees Retirement Fund | 16,155 | $942.8K | 0.02% | −460−2.8% | Reduced |
| Handelsbanken Fonder AB | 15,951 | $931.0K | 0.00% | 00.0% | Unchanged |
| Campbell Newman Asset Management Inc | 15,943 | $930.4K | 0.08% | −55−0.3% | Reduced |
| CIBC World Markets Corp | 15,682 | $915.2K | 0.01% | +9,069+137.1% | Added |
| Marshall Wace, LLP | 15,543 | $907.1K | 0.00% | +15,543 | New |
| SkyView Investment Advisors, LLC | 15,472 | $903.0K | 0.14% | +1,024+7.1% | Added |
| Police & Firemen's Retirement System of New Jersey | 15,431 | $900.6K | 0.01% | 00.0% | Unchanged |
| New England Research & Management, Inc. | 15,125 | $883.0K | 0.45% | −100−0.7% | Reduced |
| Harbor Advisors LLC | 14,800 | $863.7K | 0.15% | 00.0% | Unchanged |
| State of Wyoming | 14,600 | $852.1K | 0.11% | +4,163+39.9% | Added |
| Integrated Quantitative Investments LLC | 14,500 | $846.2K | 0.42% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 14,482 | $845.1K | 0.01% | +581+4.2% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 14,415 | $841.3K | 0.00% | +14,415 | New |
| State of Wisconsin Investment Board | 14,182 | $827.7K | 0.00% | +3,528+33.1% | Added |
| Steward Partners Investment Advisory, LLC | 14,090 | $822.3K | 0.01% | +4,346+44.6% | Added |
| KLP Kapitalforvaltning AS | 13,900 | $811.2K | 0.00% | −800−5.4% | Reduced |