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 |
|---|---|---|---|---|---|
| C M Bidwell & Associates Ltd | 995 | $58.1K | 0.03% | +995 | New |
| Ci Investments Inc. | 972 | $57.0K | 0.00% | +43+4.6% | Added |
| Jones Financial Companies LLLP | 972 | $56.3K | 0.00% | +150+18.2% | Added |
| Smartleaf Asset Management LLC | 922 | $53.4K | 0.01% | −94−9.3% | Reduced |
| eCIO, Inc. | 852 | $49.7K | 0.02% | +852 | New |
| Colonial Trust Co | 800 | $46.7K | 0.01% | +59+8.0% | Added |
| Versant Capital Management, Inc | 796 | $46.5K | 0.01% | +745+1,460.8% | Added |
| Lazard Asset Management LLC | 780 | $45.0K | 0.00% | +780 | New |
| Harvest Fund Management Co., Ltd | 698 | $41.0K | 0.00% | −1,197−63.2% | Reduced |
| Massmutual Trust Co FSB | 644 | $37.6K | 0.00% | +605+1,551.3% | Added |
| Umb Bank N A | 583 | $34.0K | 0.00% | +101+21.0% | Added |
| Coldstream Capital Management Inc | 556 | $32.4K | 0.00% | +556 | New |
| Quadrant Capital Group LLC | 488 | $28.5K | 0.00% | +3+0.6% | Added |
| Nomura Asset Management Co Ltd | 380 | $22.2K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 377 | $22.0K | 0.00% | +64+20.4% | Added |
| City State Bank | 350 | $20.4K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 315 | $18.4K | 0.00% | +125+65.8% | Added |
| Headlands Technologies LLC | 308 | $18.0K | 0.00% | −111−26.5% | Reduced |
| Lindbrook Capital, LLC | 273 | $15.9K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 250 | $14.6K | 0.00% | −121−32.6% | Reduced |
| Hexagon Capital Partners LLC | 220 | $12.8K | 0.00% | −289−56.8% | Reduced |
| Quarry LP | 206 | $12.0K | 0.00% | +206 | New |
| Capital Advisors, Ltd. LLC | 200 | $12.0K | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 205 | $12.0K | 0.00% | +204+20,400.0% | Added |
| True Wealth Design, LLC | 201 | $11.7K | 0.00% | +198+6,600.0% | Added |
| GWM Advisors LLC | 198 | $11.6K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 193 | $11.3K | 0.00% | +16+9.0% | Added |
| Salem Investment Counselors Inc | 186 | $10.9K | 0.00% | +81+77.1% | Added |
| Rise Advisors, LLC | 179 | $10.4K | 0.00% | −52−22.5% | Reduced |
| Bessemer Group Inc | 177 | $10.0K | 0.00% | −34−16.1% | Reduced |
| Optiver Holding B.V. | 169 | $9.86K | 0.00% | +169 | New |
| Cullen/Frost Bankers, Inc. | 155 | $9.05K | 0.00% | +155 | New |
| Covestor Ltd | 156 | $9.00K | 0.01% | +153+5,100.0% | Added |
| Private Wealth Management Group, LLC | 147 | $8.58K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 130 | $7.59K | 0.00% | −55−29.7% | Reduced |
| WPG Advisers, LLC | 125 | $7.29K | 0.01% | −8−6.0% | Reduced |
| Rothschild Investment LLC | 105 | $6.13K | 0.00% | +15+16.7% | Added |
| Danske Bank A/S | 100 | $5.84K | 0.00% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 100 | $5.84K | 0.00% | +100 | New |
| AdvisorNet Financial, Inc | 99 | $5.78K | 0.00% | +99 | New |
| Principal Securities, Inc. | 76 | $5.62K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 82 | $4.79K | 0.00% | +4+5.1% | Added |
| Spire Wealth Management | 82 | $4.79K | 0.00% | +82 | New |
| Sterling Capital Management LLC | 75 | $4.38K | 0.00% | +2+2.7% | Added |
| Bell Investment Advisors, Inc | 74 | $4.32K | 0.00% | +15+25.4% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 72 | $4.20K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 69 | $4.03K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 75 | $4.00K | 0.00% | −18,825−99.6% | Reduced |
| Allworth Financial LP | 70 | $3.68K | 0.00% | +39+125.8% | Added |
| Key Financial Inc | 59 | $3.44K | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 59 | $3.43K | 0.00% | +1+1.7% | Added |
| Parkside Financial Bank & Trust | 54 | $3.15K | 0.00% | +40+285.7% | Added |
| Farmers & Merchants Investments Inc | 45 | $2.63K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 44 | $2.57K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 43 | $2.51K | 0.00% | +43 | New |
| Bare Financial Services, Inc | 41 | $2.39K | 0.00% | +41 | New |
| Park Square Financial Group, LLC | 40 | $2.33K | 0.00% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 40 | $2.33K | 0.00% | +40 | New |
| JFS Wealth Advisors, LLC | 29 | $1.69K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 29 | $1.69K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 26 | $1.52K | 0.00% | +26 | New |
| Stonebridge Financial Group, LLC | 26 | $1.49K | 0.00% | +26 | New |
| Northwestern Mutual Wealth Management Co | 25 | $1.46K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 25 | $1.46K | 0.00% | +25 | New |
| UMA Financial Services, Inc. | 16 | $934 | 0.00% | +16 | New |
| WealthTrak Capital Management LLC | 15 | $876 | 0.00% | +10+200.0% | Added |
| Financial Management Professionals, Inc. | 14 | $817 | 0.00% | +14 | New |
| Amundi | 12 | $635 | 0.00% | +12 | New |
| CVA Family Office, LLC | 10 | $584 | 0.00% | −8−44.4% | Reduced |
| National Bank of Canada | 7 | $418 | 0.00% | +7 | New |
| SJS Investment Consulting Inc. | 7 | $409 | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 6 | $350 | 0.00% | +6 | New |
| Quest 10 Wealth Builders, Inc. | 5 | $292 | 0.00% | 00.0% | Unchanged |
| South State Corp. | 5 | $292 | 0.00% | +5 | New |
| Larson Financial Group LLC | 4 | $233 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 3 | $176 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 1 | $58 | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 0 | $51 | 0.00% | 0 | Unchanged |
| Hantz Financial Services, Inc. | 8 | $0 | 0.00% | +8 | New |
| Simplex Trading, LLC | 11 | $0 | 0.00% | +11 | New |
| 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 |