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 |
|---|---|---|---|---|---|
| Lazard Asset Management LLC | 3,093 | $192.0K | 0.00% | +2,313+296.5% | Added |
| Covestor Ltd | 3,150 | $196.0K | 0.12% | +2,994+1,919.2% | Added |
| Nisa Investment Advisors, LLC | 3,241 | $202.0K | 0.00% | +298+10.1% | Added |
| Simon Quick Advisors, LLC | 3,282 | $204.5K | 0.01% | −1,436−30.4% | Reduced |
| Venturi Wealth Management, LLC | 3,305 | $206.0K | 0.01% | −321−8.9% | Reduced |
| AE Wealth Management LLC | 3,317 | $206.8K | 0.00% | +3,317 | New |
| Legacy Capital Wealth Partners, LLC | 3,320 | $206.9K | 0.05% | +3,320 | New |
| Profund Advisors LLC | 3,427 | $213.6K | 0.01% | +3,427 | New |
| Avantax Advisory Services, Inc. | 3,452 | $215.1K | 0.00% | +3,452 | New |
| Cambridge Investment Research Advisors, Inc. | 3,501 | $218.0K | 0.00% | −1,162−24.9% | Reduced |
| Walleye Trading LLC | 3,629 | $226.2K | 0.01% | +3,629 | New |
| Vident Advisory, LLC | 3,655 | $227.8K | 0.00% | −168−4.4% | Reduced |
| Petros Family Wealth, LLC | 3,897 | $242.9K | 0.22% | +27+0.7% | Added |
| Portside Wealth Group, LLC | 3,954 | $246.4K | 0.04% | +3,954 | New |
| Qsemble Capital Management, LP | 3,989 | $248.6K | 0.02% | +3,989 | New |
| Princeton Capital Management LLC | 4,000 | $249.3K | 0.07% | 00.0% | Unchanged |
| Riverview Capital Advisers, LLC | 4,034 | $251.4K | 0.07% | −1,946−32.5% | Reduced |
| Snowden Capital Advisors LLC | 4,069 | $253.6K | 0.01% | +74+1.9% | Added |
| Equitable Holdings, Inc. | 4,080 | $254.3K | 0.00% | −654−13.8% | Reduced |
| Franklin Resources Inc | 4,315 | $268.9K | 0.00% | −2,579−37.4% | Reduced |
| TownSquare Capital, LLC | 4,325 | $269.5K | 0.03% | −16,277−79.0% | Reduced |
| DGS Capital Management, LLC | 4,436 | $276.5K | 0.06% | +4,436 | New |
| CIBC Asset Management Inc | 4,460 | $277.9K | 0.00% | +145+3.4% | Added |
| Tritonpoint Wealth, LLC | 4,492 | $279.9K | 0.03% | 00.0% | Unchanged |
| Heritage Family Offices, LLP | 4,940 | $286.1K | 0.14% | 00.0% | Unchanged |
| Oxford Asset Management LLP | 4,697 | $292.7K | 0.10% | +4,697 | New |
| Jump Financial, LLC | 4,769 | $297.2K | 0.00% | −55,112−92.0% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 4,889 | $304.7K | 0.00% | −368−7.0% | Reduced |
| Vestcor Inc | 5,006 | $312.0K | 0.01% | 00.0% | Unchanged |
| Everence Capital Management Inc | 5,190 | $323.0K | 0.02% | −1,590−23.5% | Reduced |
| Capital Investment Advisory Services, LLC | 5,211 | $324.7K | 0.03% | +5+0.1% | Added |
| RSM US Wealth Management LLC | 5,354 | $333.7K | 0.00% | +279+5.5% | Added |
| Merit Financial Group, LLC | 5,429 | $338.3K | 0.00% | +5,429 | New |
| Commonwealth Equity Services, LLC | 5,538 | $345.0K | 0.00% | +5,538 | New |
| Legato Capital Management LLC | 5,547 | $345.7K | 0.04% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 5,682 | $354.1K | 0.00% | +883+18.4% | Added |
| Private Advisor Group, LLC | 5,704 | $355.5K | 0.00% | +168+3.0% | Added |
| Xponance, Inc. | 5,794 | $361.1K | 0.00% | +421+7.8% | Added |
| DRW Securities, LLC | 5,831 | $363.4K | 0.03% | +5,831 | New |
| Pinnacle Financial Partners Inc | 5,865 | $365.5K | 0.01% | +135+2.4% | Added |
| Advisory Services Network, LLC | 5,247 | $368.0K | 0.01% | +5,247 | New |
| Gamco Investors, Inc. Et Al | 6,000 | $373.9K | 0.00% | 00.0% | Unchanged |
| SummitTX Capital, L.P. | 6,065 | $378.0K | 0.02% | +6,065 | New |
| Trajan Wealth LLC | 6,092 | $379.7K | 0.02% | +1,065+21.2% | Added |
| Axq Capital, LP | 6,201 | $386.4K | 0.12% | +6,201 | New |
| Alamea Verwaltungs GmbH | 6,273 | $390.9K | 0.29% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 6,367 | $396.8K | 0.01% | +4,380+220.4% | Added |
| O'Rourke & Company, Inc | 6,496 | $404.9K | 0.19% | −610−8.6% | Reduced |
| Fulton Bank, N.A. | 6,581 | $410.1K | 0.02% | +188+2.9% | Added |
| Creative Planning | 6,639 | $413.7K | 0.00% | +827+14.2% | Added |
| Keybank National Association | 6,677 | $416.1K | 0.00% | +2,694+67.6% | Added |
| D.A. Davidson & Co. | 6,766 | $421.7K | 0.00% | 00.0% | Unchanged |
| Trust Point Inc. | 6,884 | $429.0K | 0.04% | −4,635−40.2% | Reduced |
| Picton Mahoney Asset Management | 7,161 | $446.0K | 0.01% | +95+1.3% | Added |
| Kestra Investment Management, LLC | 7,325 | $450.7K | 0.01% | +5,862+400.7% | Added |
| Pensionmark Financial Group, LLC | 7,268 | $452.9K | 0.01% | +7,268 | New |
| CI Private Wealth, LLC | 7,314 | $455.8K | 0.00% | +7,314 | New |
| Cetera Investment Advisers | 7,378 | $459.8K | 0.00% | +465+6.7% | Added |
| Drucker Wealth 3.0, LLC | 6,846 | $467.2K | 0.09% | +6,846 | New |
| Ameritas Investment Partners, Inc. | 7,592 | $473.1K | 0.01% | +383+5.3% | Added |
| Public Employees Retirement Association of Colorado | 7,648 | $477.0K | 0.00% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 7,707 | $480.3K | 0.01% | −585−7.1% | Reduced |
| American Century Companies Inc | 7,885 | $491.4K | 0.00% | +7,885 | New |
| Blueshift Asset Management, LLC | 7,895 | $492.0K | 0.15% | +7,895 | New |
| Aviva PLC | 8,097 | $504.6K | 0.00% | +1,373+20.4% | Added |
| Pitcairn Co | 8,270 | $515.4K | 0.03% | −1,528−15.6% | Reduced |
| MML Investors Services, LLC | 8,307 | $518.0K | 0.00% | +462+5.9% | Added |
| First National Advisers, LLC | 8,316 | $518.3K | 0.08% | +491+6.3% | Added |
| Wesbanco Bank Inc | 8,709 | $542.7K | 0.02% | 00.0% | Unchanged |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 8,776 | $546.9K | 0.00% | −524−5.6% | Reduced |
| Peak Financial Advisors LLC | 8,814 | $549.3K | 0.28% | +247+2.9% | Added |
| Quantinno Capital Management LP | 8,831 | $550.4K | 0.00% | +2,601+41.7% | Added |
| Curated Wealth Partners LLC | 9,021 | $562.2K | 0.07% | +115+1.3% | Added |
| The PNC Financial Services Group, Inc. | 9,122 | $568.5K | 0.00% | +1,449+18.9% | Added |
| CIBC World Markets Corp | 9,163 | $571.0K | 0.00% | −6,519−41.6% | Reduced |
| Quest Partners LLC | 9,422 | $587.2K | 0.06% | −22,649−70.6% | Reduced |
| Pictet Asset Management Holding SA | 9,527 | $593.7K | 0.00% | −857−8.3% | Reduced |
| Mutual of America Capital Management LLC | 9,530 | $593.9K | 0.01% | −50,743−84.2% | Reduced |
| Naples Global Advisors, LLC | 9,671 | $602.7K | 0.05% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 9,873 | $615.3K | 0.00% | −17,888−64.4% | Reduced |
| CWM, LLC | 9,999 | $623.0K | 0.00% | +2,054+25.9% | Added |
| Truist Financial Corp | 10,018 | $624.3K | 0.00% | +3,429+52.0% | Added |
| Captrust Financial Advisors | 10,029 | $625.0K | 0.00% | +1,311+15.0% | Added |
| HSBC Holdings PLC | 10,078 | $631.4K | 0.00% | −26,855−72.7% | Reduced |
| US Bancorp | 10,198 | $635.5K | 0.00% | −649−6.0% | Reduced |
| State of Wyoming | 10,227 | $637.3K | 0.08% | −4,373−30.0% | Reduced |
| Mercer Global Advisors Inc | 10,342 | $644.5K | 0.00% | −1,709−14.2% | Reduced |
| Cornerstone Investment Partners, LLC | 10,353 | $645.2K | 0.03% | +81+0.8% | Added |
| Edgestream Partners, L.P. | 10,374 | $646.5K | 0.02% | −115,852−91.8% | Reduced |
| Sanctuary Advisors, LLC | 10,851 | $676.3K | 0.00% | +587+5.7% | Added |
| Geneos Wealth Management Inc. | 11,302 | $704.3K | 0.02% | +11,220+13,682.9% | Added |
| Invst, LLC | 11,331 | $706.1K | 0.09% | −461−3.9% | Reduced |
| Sierra Summit Advisors LLC | 11,561 | $720.5K | 0.13% | +11,561 | New |
| Quantum Private Wealth, LLC | 11,752 | $732.4K | 0.24% | 00.0% | Unchanged |
| Impact Capital Partners LLC | 11,853 | $738.7K | 0.24% | −404−3.3% | Reduced |
| Bank of Montreal | 12,088 | $753.3K | 0.00% | +741+6.5% | Added |
| JustInvest LLC | 12,274 | $764.9K | 0.01% | +3,019+32.6% | Added |
| State of Wisconsin Investment Board | 13,207 | $823.1K | 0.00% | −975−6.9% | Reduced |
| Argent Trust Co | 13,563 | $845.2K | 0.03% | +566+4.4% | Added |
| Quantbot Technologies LP | 13,789 | $859.3K | 0.02% | −17,036−55.3% | Reduced |