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 |
|---|---|---|---|---|---|
| Scientech Research LLC | 13,875 | $809.7K | 0.21% | +13,875 | New |
| XTX Topco Ltd | 13,078 | $763.2K | 0.04% | +9,244+241.1% | Added |
| Argent Trust Co | 12,997 | $758.5K | 0.03% | +3,408+35.5% | Added |
| Elo Mutual Pension Insurance Co | 12,430 | $725.4K | 0.02% | +12,430 | New |
| Impact Capital Partners LLC | 12,257 | $715.3K | 0.26% | +1,160+10.5% | Added |
| Mercer Global Advisors Inc | 12,051 | $703.3K | 0.00% | +7,521+166.0% | Added |
| Invst, LLC | 11,792 | $688.2K | 0.09% | +11,792 | New |
| Quantum Private Wealth, LLC | 11,752 | $685.8K | 0.26% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 11,623 | $678.3K | 0.00% | +11,623 | New |
| Banque Pictet & Cie SA | 11,524 | $672.5K | 0.01% | +11,524 | New |
| Trust Point Inc. | 11,519 | $672.2K | 0.06% | −6,282−35.3% | Reduced |
| Bank of Montreal | 11,347 | $662.2K | 0.00% | +2,595+29.7% | Added |
| Gsa Capital Partners LLP | 11,278 | $658.0K | 0.06% | +11,278 | New |
| Advisor Group Holdings, Inc. | 11,112 | $648.6K | 0.00% | +677+6.5% | Added |
| Virtus ETF Advisers LLC | 10,900 | $636.1K | 0.41% | +10,900 | New |
| US Bancorp | 10,847 | $633.1K | 0.00% | +410+3.9% | Added |
| Pictet Asset Management Holding SA | 10,384 | $606.0K | 0.00% | +481+4.9% | Added |
| Cornerstone Investment Partners, LLC | 10,272 | $599.5K | 0.03% | +118+1.2% | Added |
| Sanctuary Advisors, LLC | 10,264 | $599.0K | 0.00% | −1,875−15.4% | Reduced |
| Mariner, LLC | 9,868 | $575.9K | 0.00% | +1,695+20.7% | Added |
| Pitcairn Co | 9,798 | $571.8K | 0.03% | +111+1.1% | Added |
| Naples Global Advisors, LLC | 9,671 | $564.4K | 0.05% | −500−4.9% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 9,300 | $542.7K | 0.00% | +9,300 | New |
| JustInvest LLC | 9,255 | $540.1K | 0.01% | +2,276+32.6% | Added |
| Curated Wealth Partners LLC | 8,906 | $519.8K | 0.07% | +304+3.5% | Added |
| Captrust Financial Advisors | 8,718 | $508.8K | 0.00% | +752+9.4% | Added |
| Wesbanco Bank Inc | 8,709 | $508.3K | 0.02% | 00.0% | Unchanged |
| Peak Financial Advisors LLC | 8,567 | $500.0K | 0.25% | +204+2.4% | Added |
| Apollon Wealth Management, LLC | 8,292 | $483.9K | 0.01% | −132−1.6% | Reduced |
| CWM, LLC | 7,945 | $464.0K | 0.00% | +5,409+213.3% | Added |
| MML Investors Services, LLC | 7,845 | $458.0K | 0.00% | +1,017+14.9% | Added |
| First National Advisers, LLC | 7,825 | $456.7K | 0.07% | +7,825 | New |
| The PNC Financial Services Group, Inc. | 7,673 | $447.8K | 0.00% | −6,571−46.1% | Reduced |
| Public Employees Retirement Association of Colorado | 7,648 | $446.0K | 0.00% | 00.0% | Unchanged |
| Inceptionr LLC | 7,568 | $441.7K | 0.13% | +7,568 | New |
| Ameritas Investment Partners, Inc. | 7,209 | $420.7K | 0.01% | −185−2.5% | Reduced |
| O'Rourke & Company, Inc | 7,106 | $414.7K | 0.21% | +294+4.3% | Added |
| Picton Mahoney Asset Management | 7,066 | $412.0K | 0.01% | +7,066 | New |
| Cetera Investment Advisers | 6,913 | $403.5K | 0.00% | +623+9.9% | Added |
| Franklin Resources Inc | 6,894 | $402.3K | 0.00% | +22+0.3% | Added |
| Everence Capital Management Inc | 6,780 | $396.0K | 0.03% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 6,766 | $394.9K | 0.00% | 00.0% | Unchanged |
| Aviva PLC | 6,724 | $392.4K | 0.00% | +6,724 | New |
| Dark Forest Capital Management LP | 6,608 | $385.6K | 0.02% | −263−3.8% | Reduced |
| Truist Financial Corp | 6,589 | $384.5K | 0.00% | +213+3.3% | Added |
| Fulton Bank, N.A. | 6,393 | $373.1K | 0.02% | +350+5.8% | Added |
| 111 Capital | 6,289 | $367.0K | 0.07% | +6,289 | New |
| Alamea Verwaltungs GmbH | 6,273 | $366.1K | 0.32% | +6,273 | New |
| Quantinno Capital Management LP | 6,230 | $363.6K | 0.00% | +3,437+123.1% | Added |
| Callan Family Office, LLC | 6,151 | $359.0K | 0.03% | −13,657−68.9% | Reduced |
| Teza Capital Management LLC | 6,134 | $358.0K | 0.16% | +470+8.3% | Added |
| Gamco Investors, Inc. Et Al | 6,000 | $350.2K | 0.00% | +6,000 | New |
| Riverview Capital Advisers, LLC | 5,980 | $349.0K | 0.11% | 00.0% | Unchanged |
| Creative Planning | 5,812 | $339.2K | 0.00% | −146−2.5% | Reduced |
| Pinnacle Financial Partners Inc | 5,730 | $334.4K | 0.01% | +5,730 | New |
| Hodges Capital Management Inc. | 5,715 | $334.0K | 0.03% | −118,125−95.4% | Reduced |
| Legato Capital Management LLC | 5,547 | $323.7K | 0.04% | +5,547 | New |
| Private Advisor Group, LLC | 5,536 | $323.1K | 0.00% | −403−6.8% | Reduced |
| Xponance, Inc. | 5,373 | $313.6K | 0.00% | +294+5.8% | Added |
| Envestnet Portfolio Solutions, Inc. | 5,257 | $306.8K | 0.00% | −3,147−37.4% | Reduced |
| Capital Investment Advisory Services, LLC | 5,206 | $303.8K | 0.03% | −1,109−17.6% | Reduced |
| RSM US Wealth Management LLC | 5,075 | $296.2K | 0.00% | +244+5.1% | Added |
| Trajan Wealth LLC | 5,027 | $293.4K | 0.02% | +1,895+60.5% | Added |
| Vestcor Inc | 5,006 | $292.0K | 0.01% | +5,006 | New |
| Aigen Investment Management, LP | 4,996 | $291.6K | 0.05% | +4,996 | New |
| Heritage Family Offices, LLP | 4,940 | $288.3K | 0.15% | +476+10.7% | Added |
| Integrated Wealth Concepts LLC | 4,799 | $280.1K | 0.00% | +432+9.9% | Added |
| Equitable Holdings, Inc. | 4,734 | $276.3K | 0.00% | +134+2.9% | Added |
| Simon Quick Advisors, LLC | 4,718 | $275.3K | 0.02% | +1,250+36.0% | Added |
| Cambridge Investment Research Advisors, Inc. | 4,663 | $272.0K | 0.00% | +1,393+42.6% | Added |
| Point72 Hong Kong Ltd | 4,612 | $269.2K | 0.02% | +4,612 | New |
| United Services Automobile Association | 4,558 | $264.0K | 0.01% | +4,558 | New |
| Tritonpoint Wealth, LLC | 4,492 | $262.2K | 0.02% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 4,315 | $251.8K | 0.00% | −90−2.0% | Reduced |
| Sherbrooke Park Advisers LLC | 4,268 | $249.1K | 0.12% | +4,268 | New |
| Princeton Capital Management LLC | 4,000 | $233.4K | 0.08% | +1,000+33.3% | Added |
| Snowden Capital Advisors LLC | 3,995 | $233.1K | 0.01% | −167−4.0% | Reduced |
| Keybank National Association | 3,983 | $232.4K | 0.00% | +3,983 | New |
| Petros Family Wealth, LLC | 3,870 | $225.9K | 0.25% | +40+1.0% | Added |
| Vident Advisory, LLC | 3,823 | $223.2K | 0.00% | +724+23.4% | Added |
| Petrus Trust Company, LTA | 3,787 | $221.0K | 0.02% | +3,787 | New |
| Venturi Wealth Management, LLC | 3,626 | $211.6K | 0.01% | +95+2.7% | Added |
| KBC Group NV | 3,035 | $177.0K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 2,943 | $171.8K | 0.00% | −630−17.6% | Reduced |
| Huntington National Bank | 2,330 | $136.0K | 0.00% | +2,291+5,874.4% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 2,130 | $124.0K | 0.00% | +2,130 | New |
| Tower Research Capital LLC (TRC) | 1,987 | $116.0K | 0.00% | −2,028−50.5% | Reduced |
| New Age Alpha Advisors, LLC | 1,842 | $107.5K | 0.00% | +1,842 | New |
| GAMMA Investing LLC | 1,632 | $95.2K | 0.01% | +457+38.9% | Added |
| HM Payson & Co | 1,573 | $91.8K | 0.00% | 00.0% | Unchanged |
| Kestra Investment Management, LLC | 1,463 | $85.4K | 0.00% | −508−25.8% | Reduced |
| Parallel Advisors, LLC | 1,356 | $79.1K | 0.00% | −17−1.2% | Reduced |
| Signaturefd, LLC | 1,171 | $68.3K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 1,120 | $65.4K | 0.00% | +90+8.7% | Added |
| Whittier Trust Co of Nevada Inc | 1,099 | $64.1K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 1,077 | $62.9K | 0.01% | −29−2.6% | Reduced |
| IFP Advisors, Inc | 1,066 | $62.2K | 0.00% | −18−1.7% | Reduced |
| Public Employees Retirement System of Ohio | 1,048 | $61.2K | 0.00% | +42+4.2% | Added |
| NBC Securities, Inc. | 1,026 | $59.0K | 0.01% | +1,026 | New |
| First Horizon Advisors, Inc. | 999 | $58.3K | 0.00% | 00.0% | Unchanged |