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 |
|---|---|---|---|---|---|
| Hemington Wealth Management | 6 | $0 | 0.00% | +6 | New |
| ORG Partners LLC | 0 | $56 | 0.00% | 0 | Unchanged |
| HFM Investment Advisors, LLC | 1 | $62 | 0.00% | +1 | New |
| Rialto Wealth Management, LLC | 1 | $63 | 0.00% | +1 | New |
| SJS Investment Consulting Inc. | 3 | $187 | 0.00% | −4−57.1% | Reduced |
| Abound Wealth Management | 3 | $187 | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 3 | $187 | 0.00% | +3 | New |
| Bruce G. Allen Investments, LLC | 3 | $187 | 0.00% | +3 | New |
| WealthTrak Capital Management LLC | 5 | $312 | 0.00% | −10−66.7% | Reduced |
| Quest 10 Wealth Builders, Inc. | 5 | $312 | 0.00% | 00.0% | Unchanged |
| S&T Bank | 5 | $312 | 0.00% | +5 | New |
| Raleigh Capital Management Inc. | 6 | $350 | 0.00% | +6 | New |
| Stephens Consulting, LLC | 7 | $437 | 0.00% | −18−72.0% | Reduced |
| CIBC Private Wealth Group, LLC | 9 | $561 | 0.00% | +9 | New |
| Hughes Financial Services, LLC | 10 | $701 | 0.00% | +10 | New |
| CVA Family Office, LLC | 13 | $810 | 0.00% | +3+30.0% | Added |
| Financial Management Professionals, Inc. | 14 | $872 | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 20 | $1.00K | 0.00% | −678−97.1% | Reduced |
| Atlantic Trust, LLC | 18 | $1.12K | 0.00% | +18 | New |
| JFS Wealth Advisors, LLC | 21 | $1.31K | 0.00% | −8−27.6% | Reduced |
| NewSquare Capital LLC | 24 | $1.50K | 0.00% | +24 | New |
| Quarry LP | 27 | $1.68K | 0.00% | −179−86.9% | Reduced |
| Westside Investment Management, Inc. | 29 | $1.81K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 31 | $1.93K | 0.00% | +31 | New |
| Assetmark, Inc | 31 | $1.93K | 0.00% | +31 | New |
| Park Square Financial Group, LLC | 40 | $2.49K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 41 | $2.58K | 0.00% | −114−73.5% | Reduced |
| UMA Financial Services, Inc. | 43 | $2.68K | 0.00% | +27+168.8% | Added |
| Sound Income Strategies, LLC | 44 | $2.74K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 45 | $2.80K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 59 | $3.68K | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 59 | $3.70K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 65 | $4.05K | 0.00% | −4−5.8% | Reduced |
| Bell Investment Advisors, Inc | 69 | $4.30K | 0.00% | −5−6.8% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 72 | $4.49K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 82 | $5.11K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 89 | $5.55K | 0.00% | +89 | New |
| Northwestern Mutual Wealth Management Co | 93 | $5.80K | 0.00% | +68+272.0% | Added |
| Harbor Capital Advisors, Inc. | 96 | $6.00K | 0.00% | +21+28.0% | Added |
| Hantz Financial Services, Inc. | 90 | $6.00K | 0.00% | +82+1,025.0% | Added |
| Danske Bank A/S | 100 | $6.23K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 100 | $6.23K | 0.00% | +100 | New |
| Riggs Asset Managment Co. Inc. | 103 | $6.42K | 0.00% | +103 | New |
| LRI Investments, LLC | 103 | $6.42K | 0.00% | +103 | New |
| Salem Investment Counselors Inc | 105 | $6.54K | 0.00% | −81−43.5% | Reduced |
| Principal Securities, Inc. | 115 | $7.17K | 0.00% | +39+51.3% | Added |
| Stone House Investment Management, LLC | 127 | $7.92K | 0.00% | +127 | New |
| Bare Financial Services, Inc | 133 | $8.29K | 0.00% | +92+224.4% | Added |
| Rothschild Investment LLC | 145 | $9.04K | 0.00% | +40+38.1% | Added |
| Private Wealth Management Group, LLC | 147 | $9.16K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 163 | $10.2K | 0.01% | +38+30.4% | Added |
| Allworth Financial LP | 165 | $10.3K | 0.00% | +95+135.7% | Added |
| Sterling Capital Management LLC | 180 | $11.2K | 0.00% | +105+140.0% | Added |
| Rise Advisors, LLC | 181 | $11.3K | 0.00% | +2+1.1% | Added |
| Capital Advisors, Ltd. LLC | 200 | $12.0K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 198 | $12.3K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 205 | $13.0K | 0.00% | +28+15.8% | Added |
| SBI Securities Co., Ltd. | 221 | $13.8K | 0.00% | +28+14.5% | Added |
| Larson Financial Group LLC | 233 | $14.5K | 0.00% | +229+5,725.0% | Added |
| Twin Peaks Wealth Advisors, LLC | 199 | $14.6K | 0.00% | +199 | New |
| Trust Co of Vermont | 250 | $15.6K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 268 | $16.7K | 0.00% | +268 | New |
| SRS Capital Advisors, Inc. | 295 | $18.4K | 0.00% | +165+126.9% | Added |
| Colonial Trust Co | 324 | $20.2K | 0.00% | −476−59.5% | Reduced |
| Skopos Labs, Inc. | 327 | $20.4K | 0.00% | +122+59.5% | Added |
| Farther Finance Advisors, LLC | 334 | $20.8K | 0.00% | −786−70.2% | Reduced |
| Fifth Third Bancorp | 340 | $21.2K | 0.00% | −37−9.8% | Reduced |
| City State Bank | 350 | $21.8K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 358 | $22.3K | 0.00% | +358 | New |
| Nomura Asset Management Co Ltd | 380 | $23.7K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 416 | $25.9K | 0.00% | −661−61.4% | Reduced |
| Headlands Technologies LLC | 438 | $27.3K | 0.00% | +130+42.2% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 503 | $31.0K | 0.00% | −1,627−76.4% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 513 | $32.0K | 0.00% | +513 | New |
| Massmutual Trust Co FSB | 540 | $33.7K | 0.00% | −104−16.1% | Reduced |
| Umb Bank N A | 559 | $34.8K | 0.00% | −24−4.1% | Reduced |
| EverSource Wealth Advisors, LLC | 597 | $37.2K | 0.00% | +282+89.5% | Added |
| HM Payson & Co | 642 | $40.0K | 0.00% | −931−59.2% | Reduced |
| Ci Investments Inc. | 703 | $44.0K | 0.00% | −269−27.7% | Reduced |
| Canton Hathaway, LLC | 820 | $51.0K | 0.01% | +820 | New |
| Versant Capital Management, Inc | 949 | $59.1K | 0.01% | +153+19.2% | Added |
| First Horizon Advisors, Inc. | 959 | $59.8K | 0.00% | −40−4.0% | Reduced |
| C M Bidwell & Associates Ltd | 995 | $62.0K | 0.03% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 1,074 | $66.9K | 0.00% | +26+2.5% | Added |
| Whittier Trust Co of Nevada Inc | 1,099 | $68.5K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 1,153 | $71.9K | 0.00% | −18−1.5% | Reduced |
| Neo Ivy Capital Management | 1,206 | $75.2K | 0.02% | +1,206 | New |
| GAMMA Investing LLC | 1,208 | $75.3K | 0.00% | −424−26.0% | Reduced |
| IFP Advisors, Inc | 1,029 | $76.2K | 0.00% | −37−3.5% | Reduced |
| Parallel Advisors, LLC | 1,283 | $80.0K | 0.00% | −73−5.4% | Reduced |
| Bayforest Capital Ltd | 1,297 | $80.8K | 0.04% | −28,554−95.7% | Reduced |
| Jones Financial Companies LLLP | 1,414 | $89.0K | 0.00% | +442+45.5% | Added |
| Smartleaf Asset Management LLC | 1,602 | $100.9K | 0.01% | +680+73.8% | Added |
| New Age Alpha Advisors, LLC | 1,840 | $114.7K | 0.01% | −2−0.1% | Reduced |
| KBC Group NV | 2,015 | $126.0K | 0.00% | −1,020−33.6% | Reduced |
| Essential Partners LLC | 2,211 | $137.8K | 0.06% | +2,211 | New |
| Huntington National Bank | 2,275 | $141.8K | 0.00% | −55−2.4% | Reduced |
| SG Americas Securities, LLC | 2,537 | $158.0K | 0.00% | −16,066−86.4% | Reduced |
| Parkside Financial Bank & Trust | 2,946 | $183.6K | 0.02% | +2,892+5,355.6% | Added |
| Mount Yale Investment Advisors, LLC | 3,049 | $190.0K | 0.01% | +3,049 | New |