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, Q2 2025
Institutional positions in Moelis & Co as of Jun 30, 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
- 376
- −2 vs. Q1 2025
- Shares held
- 76.1M
- +1.77M (+2.4%) vs. Q1 2025
- Total value
- $4.74B
- +$407.4M (+9.4%) vs. Q1 2025
- New holders
- 58
- 164 more added
- Sold out
- 60
- 113 more reduced
2 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding Moelis & Co; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 8,849,607 | $551.5M | 0.01% | +543,919+6.5% | Added |
| BlackRock, Inc. | 8,788,977 | $547.7M | 0.01% | +393,177+4.7% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 6,768,276 | $421.8M | 1.01% | −151,931−2.2% | Reduced |
| London Co of Virginia | 3,416,998 | $212.9M | 1.20% | −126,212−3.6% | Reduced |
| Charles Schwab Investment Management Inc | 3,080,123 | $192.0M | 0.03% | +137,824+4.7% | Added |
| State Street Corp | 2,862,337 | $178.4M | 0.01% | +89,143+3.2% | Added |
| Wasatch Advisors Inc | 2,845,605 | $177.3M | 0.93% | +112,281+4.1% | Added |
| Ameriprise Financial Inc | 2,396,230 | $149.3M | 0.04% | +135,885+6.0% | Added |
| Geode Capital Management, LLC | 2,052,862 | $127.9M | 0.01% | +424,138+26.0% | Added |
| Goldman Sachs Group Inc | 1,913,291 | $119.2M | 0.02% | −443,602−18.8% | Reduced |
| Timucuan Asset Management Inc | 1,424,527 | $88.8M | 2.60% | +7,465+0.5% | Added |
| Citadel Advisors LLC | 1,328,346 | $82.8M | 0.07% | +226,059+20.5% | Added |
| Madison Asset Management, LLC | 1,295,284 | $80.7M | 0.87% | +31,084+2.5% | Added |
| HighTower Advisors, LLC | 1,060,294 | $66.1M | 0.08% | +101,392+10.6% | Added |
| Dimensional Fund Advisors LP | 1,040,595 | $64.9M | 0.02% | +396,015+61.4% | Added |
| JPMorgan Chase & Co | 945,558 | $58.9M | 0.00% | −327,087−25.7% | Reduced |
| Wells Fargo & Company | 939,805 | $58.6M | 0.01% | −20,101−2.1% | Reduced |
| Heard Capital LLC | 920,240 | $57.3M | 3.00% | −5,000−0.5% | Reduced |
| Lord, Abbett & Co. LLC | 904,263 | $56.4M | 0.18% | +259,320+40.2% | Added |
| Northern Trust Corp | 865,405 | $53.9M | 0.01% | +6,437+0.7% | Added |
| Natixis Advisors, L.P. | 783,426 | $48.8M | 0.08% | +168,257+27.4% | Added |
| Azora Capital LP | 750,358 | $46.8M | 2.11% | +750,358 | New |
| Capital World Investors | 719,000 | $44.8M | 0.01% | 00.0% | Unchanged |
| Morgan Stanley | 717,461 | $44.7M | 0.00% | +37,743+5.6% | Added |
| Jennison Associates LLC | 671,431 | $41.8M | 0.02% | +186,193+38.4% | Added |
| Manufacturers Life Insurance Company, The | 661,594 | $41.2M | 0.04% | +609,162+1,161.8% | Added |
| Bank of New York Mellon Corp | 651,332 | $40.6M | 0.01% | +11,759+1.8% | Added |
| Royal Bank of Canada | 636,747 | $39.7M | 0.01% | +172,114+37.0% | Added |
| Bank of America Corp | 630,286 | $39.3M | 0.00% | +49,945+8.6% | Added |
| Renaissance Technologies LLC | 572,144 | $35.7M | 0.05% | +78,780+16.0% | Added |
| Bamco Inc | 527,186 | $32.9M | 0.09% | 00.0% | Unchanged |
| Voya Investment Management LLC | 502,190 | $31.3M | 0.03% | +159,091+46.4% | Added |
| Norges Bank | 501,416 | $31.2M | 0.00% | −63,819−11.3% | Reduced |
| Emerald Advisers, LLC | 458,006 | $28.5M | 1.05% | +31,540+7.4% | Added |
| UBS Group AG | 454,436 | $28.3M | 0.01% | −51,645−10.2% | Reduced |
| Invesco Ltd. | 452,522 | $28.2M | 0.00% | +132,419+41.4% | Added |
| Artisan Partners Limited Partnership | 430,554 | $26.8M | 0.04% | −1,506−0.3% | Reduced |
| Tributary Capital Management, LLC | 414,964 | $25.9M | 2.29% | −10,818−2.5% | Reduced |
| Raymond James Financial Inc | 402,214 | $25.1M | 0.01% | −23,518−5.5% | Reduced |
| Envestnet Asset Management Inc | 382,100 | $23.8M | 0.01% | +24,311+6.8% | Added |
| Principal Financial Group Inc | 368,034 | $22.9M | 0.01% | +15,568+4.4% | Added |
| Wealth Enhancement Advisory Services, LLC | 336,918 | $22.2M | 0.04% | +83,260+32.8% | Added |
| Fisher Asset Management, LLC | 350,249 | $21.8M | 0.01% | −3,220−0.9% | Reduced |
| Nuveen, LLC | 317,239 | $19.8M | 0.01% | −17,946−5.4% | Reduced |
| SEI Investments Co | 305,963 | $19.1M | 0.02% | +15,716+5.4% | Added |
| Qube Research & Technologies Ltd | 281,282 | $17.5M | 0.02% | −158,949−36.1% | Reduced |
| Deutsche Bank AG | 269,375 | $16.8M | 0.01% | −24,033−8.2% | Reduced |
| Emerald Mutual Fund Advisers Trust | 267,451 | $16.7M | 1.02% | −33,773−11.2% | Reduced |
| Public Sector Pension Investment Board | 252,940 | $15.8M | 0.07% | +29,122+13.0% | Added |
| UBS Asset Management Americas Inc | 250,710 | $15.6M | 0.00% | +81,433+48.1% | Added |
| Capital Management Corp | 246,151 | $15.3M | 2.61% | +36,498+17.4% | Added |
| Legal & General Group Plc | 214,303 | $13.4M | 0.00% | +22,283+11.6% | Added |
| Rhumbline Advisers | 211,220 | $13.2M | 0.01% | +17,950+9.3% | Added |
| AQR Capital Management LLC | 209,590 | $13.1M | 0.01% | +16,124+8.3% | Added |
| Cramer Rosenthal McGlynn LLC | 195,338 | $12.2M | 0.84% | +80,440+70.0% | Added |
| Axiom Investors LLC | 190,750 | $11.9M | 0.10% | +42,620+28.8% | Added |
| Winslow Asset Management Inc | 170,551 | $10.6M | 2.14% | +1,589+0.9% | Added |
| Barclays PLC | 163,657 | $10.2M | 0.00% | +30,630+23.0% | Added |
| Canada Pension Plan Investment Board | 163,100 | $10.2M | 0.01% | +94,700+138.5% | Added |
| Susquehanna Portfolio Strategies, LLC | 150,826 | $9.40M | 0.21% | +150,826 | New |
| Pier Capital, LLC | 150,078 | $9.35M | 1.43% | −7,601−4.8% | Reduced |
| Stifel Financial Corp | 139,976 | $8.72M | 0.01% | −944−0.7% | Reduced |
| Swiss National Bank | 134,900 | $8.41M | 0.01% | −1,900−1.4% | Reduced |
| FMR LLC | 133,032 | $8.29M | 0.00% | −14,230−9.7% | Reduced |
| Citigroup Inc | 126,844 | $7.90M | 0.01% | −369−0.3% | Reduced |
| Hudson Bay Capital Management LP | 126,163 | $7.86M | 0.05% | +126,163 | New |
| Diversify Wealth Management, LLC | 89,189 | $6.56M | 0.41% | +12,891+16.9% | Added |
| Regions Financial Corp | 98,541 | $6.14M | 0.04% | +1,778+1.8% | Added |
| Interval Partners, LP | 97,030 | $6.05M | 0.14% | +97,030 | New |
| Royce & Associates LP | 93,869 | $5.85M | 0.06% | +13,260+16.4% | Added |
| Victory Capital Management Inc | 93,137 | $5.80M | 0.00% | +13,710+17.3% | Added |
| Susquehanna International Group, LLP | 91,549 | $5.71M | 0.01% | +3,626+4.1% | Added |
| Alliancebernstein L.P. | 91,210 | $5.68M | 0.00% | +5,865+6.9% | Added |
| Ensign Peak Advisors, Inc | 87,300 | $5.44M | 0.01% | +37,573+75.6% | Added |
| Callan Family Office, LLC | 84,703 | $5.28M | 0.17% | +78,552+1,277.1% | Added |
| EFG Asset Management (North America) Corp. | 80,469 | $5.01M | 0.71% | +8,282+11.5% | Added |
| Blue Zone Wealth Advisors, LLC | 80,277 | $5.00M | 1.25% | +13,384+20.0% | Added |
| First Eagle Investment Management, LLC | 79,551 | $4.96M | 0.01% | −23,500−22.8% | Reduced |
| Prudential Financial Inc | 77,067 | $4.80M | 0.01% | −19,880−20.5% | Reduced |
| Great West Life Assurance Co | 76,913 | $4.79M | 0.01% | +262+0.3% | Added |
| Palisades Investment Partners, LLC | 76,002 | $4.74M | 2.07% | −728−0.9% | Reduced |
| Lighthouse Investment Partners, LLC | 70,077 | $4.37M | 0.19% | +32,396+86.0% | Added |
| Y-Intercept (Hong Kong) Ltd | 69,228 | $4.31M | 0.11% | +44,844+183.9% | Added |
| California State Teachers Retirement System | 69,155 | $4.31M | 0.00% | +209+0.3% | Added |
| Mirae Asset Global Investments Co., Ltd. | 67,503 | $4.21M | 0.01% | +9,980+17.3% | Added |
| Marshall Wace, LLP | 67,023 | $4.18M | 0.00% | +51,480+331.2% | Added |
| Point72 (DIFC) Ltd | 63,397 | $3.95M | 0.31% | +63,397 | New |
| Algert Global LLC | 62,690 | $3.91M | 0.08% | −1,250−2.0% | Reduced |
| New York State Common Retirement Fund | 59,885 | $3.73M | 0.00% | +1,700+2.9% | Added |
| Man Group plc | 59,452 | $3.71M | 0.01% | −81,988−58.0% | Reduced |
| LPL Financial LLC | 58,705 | $3.66M | 0.00% | −3,183−5.1% | Reduced |
| Price T Rowe Associates Inc | 57,132 | $3.56M | 0.00% | +8,399+17.2% | Added |
| BNP Paribas Arbitrage, SA | 55,755 | $3.47M | 0.00% | +38,962+232.0% | Added |
| Thrivent Financial for Lutherans | 54,548 | $3.40M | 0.01% | +2,700+5.2% | Added |
| Two Sigma Advisers, LP | 51,800 | $3.23M | 0.01% | −5,300−9.3% | Reduced |
| Vestmark Advisory Solutions, Inc. | 51,623 | $3.22M | 0.05% | −44,693−46.4% | Reduced |
| Empowered Funds, LLC | 50,737 | $3.16M | 0.04% | +7,909+18.5% | Added |
| NewEdge Wealth, LLC | 45,241 | $3.14M | 0.05% | −2,599−5.4% | Reduced |
| Park Circle Co | 50,176 | $3.13M | 2.68% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 50,158 | $3.11M | 0.02% | +4,323+9.4% | Added |