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 |
|---|---|---|---|---|---|
| Advisor Group Holdings, Inc. | 13,817 | $861.2K | 0.00% | +2,705+24.3% | Added |
| Steward Partners Investment Advisory, LLC | 14,403 | $897.6K | 0.01% | +313+2.2% | Added |
| Verition Fund Management LLC | 14,526 | $905.3K | 0.01% | −12,591−46.4% | Reduced |
| KLP Kapitalforvaltning AS | 14,700 | $916.1K | 0.00% | +800+5.8% | Added |
| Harbor Advisors LLC | 14,800 | $922.3K | 0.15% | 00.0% | Unchanged |
| New England Research & Management, Inc. | 15,375 | $958.0K | 0.46% | +250+1.7% | Added |
| Mariner, LLC | 15,579 | $970.9K | 0.00% | +5,711+57.9% | Added |
| Resources Investment Advisors, LLC. | 15,680 | $977.2K | 0.01% | +1,198+8.3% | Added |
| XTX Topco Ltd | 15,751 | $981.6K | 0.04% | +2,673+20.4% | Added |
| Handelsbanken Fonder AB | 15,951 | $994.0K | 0.00% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 16,232 | $1.02M | 0.15% | +760+4.9% | Added |
| ProShare Advisors LLC | 16,595 | $1.03M | 0.00% | −47−0.3% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 16,724 | $1.04M | 0.01% | +1,293+8.4% | Added |
| Oregon Public Employees Retirement Fund | 16,955 | $1.06M | 0.02% | +800+5.0% | Added |
| Campbell Newman Asset Management Inc | 17,087 | $1.06M | 0.08% | +1,144+7.2% | Added |
| Integrated Quantitative Investments LLC | 17,633 | $1.10M | 0.32% | +3,133+21.6% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 19,000 | $1.18M | 0.00% | −228,000−92.3% | Reduced |
| State Board of Administration of Florida Retirement System | 19,033 | $1.19M | 0.00% | 00.0% | Unchanged |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 19,046 | $1.19M | 0.01% | +2,154+12.8% | Added |
| O'Shaughnessy Asset Management, LLC | 19,058 | $1.19M | 0.01% | +646+3.5% | Added |
| Teachers Retirement System of the State of Kentucky | 20,109 | $1.25M | 0.01% | −1,391−6.5% | Reduced |
| Russell Investments Group, Ltd. | 20,572 | $1.28M | 0.00% | −6,636−24.4% | Reduced |
| Arizona State Retirement System | 20,607 | $1.28M | 0.01% | +359+1.8% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 20,680 | $1.29M | 0.00% | +2,428+13.3% | Added |
| Cerity Partners LLC | 20,934 | $1.30M | 0.00% | +3,823+22.3% | Added |
| Amalgamated Bank | 21,013 | $1.31M | 0.01% | +891+4.4% | Added |
| STRS Ohio | 21,300 | $1.33M | 0.00% | +900+4.4% | Added |
| Maryland State Retirement & Pension System | 21,801 | $1.36M | 0.03% | +1,213+5.9% | Added |
| Greenwood Capital Associates LLC | 22,045 | $1.37M | 0.17% | +1,583+7.7% | Added |
| Holocene Advisors, LP | 22,555 | $1.41M | 0.00% | +22,555 | New |
| Ieq Capital, LLC | 23,347 | $1.45M | 0.01% | +6,640+39.7% | Added |
| Atria Investments LLC | 23,874 | $1.49M | 0.02% | −525−2.2% | Reduced |
| Nicholas Investment Partners, LP | 24,086 | $1.50M | 0.13% | −19,015−44.1% | Reduced |
| New York State Teachers Retirement System | 24,232 | $1.51M | 0.00% | +7,732+46.9% | Added |
| Gabelli Funds LLC | 24,250 | $1.51M | 0.01% | +3,600+17.4% | Added |
| Hennion & Walsh Asset Management, Inc. | 24,406 | $1.52M | 0.06% | −442−1.8% | Reduced |
| Strata Wealth Advisors, LLC | 24,464 | $1.52M | 0.42% | −3,654−13.0% | Reduced |
| Assenagon Asset Management S.A. | 26,008 | $1.62M | 0.00% | −53,756−67.4% | Reduced |
| Federated Hermes, Inc. | 26,571 | $1.66M | 0.00% | −5,852−18.0% | Reduced |
| Janney Montgomery Scott LLC | 26,619 | $1.66M | 0.00% | +4,828+22.2% | Added |
| M&T Bank Corp | 27,388 | $1.71M | 0.01% | −972−3.4% | Reduced |
| Salvus Wealth Management, LLC | 27,450 | $1.71M | 1.00% | −298−1.1% | Reduced |
| Yousif Capital Management, LLC | 28,397 | $1.77M | 0.02% | +1,662+6.2% | Added |
| Toroso Investments, LLC | 29,191 | $1.82M | 0.01% | +504+1.8% | Added |
| Intech Investment Management LLC | 29,254 | $1.82M | 0.02% | −11,809−28.8% | Reduced |
| Diversify Advisory Services, LLC | 25,325 | $1.86M | 0.07% | +5,323+26.6% | Added |
| State of Tennessee, Treasury Department | 29,934 | $1.87M | 0.01% | 00.0% | Unchanged |
| Eagle Rock Investment Company, LLC | 30,105 | $1.88M | 0.30% | −8,475−22.0% | Reduced |
| Janus Henderson Group PLC | 30,726 | $1.91M | 0.00% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 31,093 | $1.94M | 0.01% | +31,093 | New |
| Cresset Asset Management, LLC | 31,152 | $1.94M | 0.01% | +31,152 | New |
| AlTi Global, Inc. | 32,566 | $2.03M | 0.05% | +32,566 | New |
| Fred Alger Management, LLC | 32,901 | $2.05M | 0.01% | −33,501−50.5% | Reduced |
| State of New Jersey Common Pension Fund D | 33,294 | $2.07M | 0.01% | +5,819+21.2% | Added |
| Louisiana State Employees Retirement System | 34,700 | $2.16M | 0.04% | +1,500+4.5% | Added |
| Cinctive Capital Management LP | 35,406 | $2.21M | 0.12% | +13,189+59.4% | Added |
| Pathstone Holdings, LLC | 35,443 | $2.21M | 0.01% | −1,776−4.8% | Reduced |
| Illinois Municipal Retirement Fund | 37,609 | $2.34M | 0.03% | −4,134−9.9% | Reduced |
| Moran Wealth Management, LLC | 37,832 | $2.36M | 0.07% | +37,832 | New |
| Verdence Capital Advisors LLC | 39,358 | $2.45M | 0.17% | +683+1.8% | Added |
| Two Sigma Investments, LP | 39,984 | $2.49M | 0.00% | +9,489+31.1% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 40,735 | $2.54M | 0.00% | −1,345−3.2% | Reduced |
| Squarepoint Ops LLC | 40,808 | $2.54M | 0.01% | +29,185+251.1% | Added |
| Hilton Capital Management, LLC | 41,558 | $2.59M | 0.21% | +3,939+10.5% | Added |
| B. Metzler seel. Sohn & Co. AG | 43,383 | $2.70M | 0.03% | −164−0.4% | Reduced |
| Oppenheimer Asset Management Inc. | 43,603 | $2.72M | 0.03% | +7,099+19.4% | Added |
| State of Alaska, Department of Revenue | 44,201 | $2.75M | 0.03% | +5,089+13.0% | Added |
| MetLife Investment Management | 44,323 | $2.76M | 0.02% | +3,395+8.3% | Added |
| Teacher Retirement System of Texas | 44,416 | $2.77M | 0.01% | −66,493−60.0% | Reduced |
| First National Bank of Omaha | 45,558 | $2.84M | 0.18% | +1,254+2.8% | Added |
| Aquatic Capital Management LLC | 46,970 | $2.93M | 0.06% | −38,937−45.3% | Reduced |
| First Trust Advisors LP | 47,125 | $2.94M | 0.00% | +47,125 | New |
| Neuberger Berman Group LLC | 47,130 | $2.94M | 0.00% | −3,236−6.4% | Reduced |
| Comerica Bank | 48,314 | $3.01M | 0.01% | +1,114+2.4% | Added |
| Brinker Capital Investments, LLC | 48,356 | $3.01M | 0.03% | +7,223+17.6% | Added |
| Los Angeles Capital Management LLC | 49,380 | $3.08M | 0.01% | −22,613−31.4% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 50,158 | $3.11M | 0.02% | +4,323+9.4% | Added |
| Park Circle Co | 50,176 | $3.13M | 2.68% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 45,241 | $3.14M | 0.05% | −2,599−5.4% | Reduced |
| Empowered Funds, LLC | 50,737 | $3.16M | 0.04% | +7,909+18.5% | Added |
| Vestmark Advisory Solutions, Inc. | 51,623 | $3.22M | 0.05% | −44,693−46.4% | Reduced |
| Two Sigma Advisers, LP | 51,800 | $3.23M | 0.01% | −5,300−9.3% | Reduced |
| Thrivent Financial for Lutherans | 54,548 | $3.40M | 0.01% | +2,700+5.2% | Added |
| BNP Paribas Arbitrage, SA | 55,755 | $3.47M | 0.00% | +38,962+232.0% | Added |
| Price T Rowe Associates Inc | 57,132 | $3.56M | 0.00% | +8,399+17.2% | Added |
| LPL Financial LLC | 58,705 | $3.66M | 0.00% | −3,183−5.1% | Reduced |
| Man Group plc | 59,452 | $3.71M | 0.01% | −81,988−58.0% | Reduced |
| New York State Common Retirement Fund | 59,885 | $3.73M | 0.00% | +1,700+2.9% | Added |
| Algert Global LLC | 62,690 | $3.91M | 0.08% | −1,250−2.0% | Reduced |
| Point72 (DIFC) Ltd | 63,397 | $3.95M | 0.31% | +63,397 | New |
| Marshall Wace, LLP | 67,023 | $4.18M | 0.00% | +51,480+331.2% | Added |
| Mirae Asset Global Investments Co., Ltd. | 67,503 | $4.21M | 0.01% | +9,980+17.3% | Added |
| California State Teachers Retirement System | 69,155 | $4.31M | 0.00% | +209+0.3% | Added |
| Y-Intercept (Hong Kong) Ltd | 69,228 | $4.31M | 0.11% | +44,844+183.9% | Added |
| Lighthouse Investment Partners, LLC | 70,077 | $4.37M | 0.19% | +32,396+86.0% | Added |
| Palisades Investment Partners, LLC | 76,002 | $4.74M | 2.07% | −728−0.9% | Reduced |
| Great West Life Assurance Co | 76,913 | $4.79M | 0.01% | +262+0.3% | Added |
| Prudential Financial Inc | 77,067 | $4.80M | 0.01% | −19,880−20.5% | Reduced |
| First Eagle Investment Management, LLC | 79,551 | $4.96M | 0.01% | −23,500−22.8% | Reduced |
| Blue Zone Wealth Advisors, LLC | 80,277 | $5.00M | 1.25% | +13,384+20.0% | Added |