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 |
|---|---|---|---|---|---|
| EFG Asset Management (North America) Corp. | 80,469 | $5.01M | 0.71% | +8,282+11.5% | Added |
| Callan Family Office, LLC | 84,703 | $5.28M | 0.17% | +78,552+1,277.1% | Added |
| Ensign Peak Advisors, Inc | 87,300 | $5.44M | 0.01% | +37,573+75.6% | Added |
| Alliancebernstein L.P. | 91,210 | $5.68M | 0.00% | +5,865+6.9% | Added |
| Susquehanna International Group, LLP | 91,549 | $5.71M | 0.01% | +3,626+4.1% | Added |
| Victory Capital Management Inc | 93,137 | $5.80M | 0.00% | +13,710+17.3% | Added |
| Royce & Associates LP | 93,869 | $5.85M | 0.06% | +13,260+16.4% | Added |
| Interval Partners, LP | 97,030 | $6.05M | 0.14% | +97,030 | New |
| Regions Financial Corp | 98,541 | $6.14M | 0.04% | +1,778+1.8% | Added |
| Diversify Wealth Management, LLC | 89,189 | $6.56M | 0.41% | +12,891+16.9% | Added |
| Hudson Bay Capital Management LP | 126,163 | $7.86M | 0.05% | +126,163 | New |
| Citigroup Inc | 126,844 | $7.90M | 0.01% | −369−0.3% | Reduced |
| FMR LLC | 133,032 | $8.29M | 0.00% | −14,230−9.7% | Reduced |
| Swiss National Bank | 134,900 | $8.41M | 0.01% | −1,900−1.4% | Reduced |
| Stifel Financial Corp | 139,976 | $8.72M | 0.01% | −944−0.7% | Reduced |
| Pier Capital, LLC | 150,078 | $9.35M | 1.43% | −7,601−4.8% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 150,826 | $9.40M | 0.21% | +150,826 | New |
| Canada Pension Plan Investment Board | 163,100 | $10.2M | 0.01% | +94,700+138.5% | Added |
| Barclays PLC | 163,657 | $10.2M | 0.00% | +30,630+23.0% | Added |
| Winslow Asset Management Inc | 170,551 | $10.6M | 2.14% | +1,589+0.9% | Added |
| Axiom Investors LLC | 190,750 | $11.9M | 0.10% | +42,620+28.8% | Added |
| Cramer Rosenthal McGlynn LLC | 195,338 | $12.2M | 0.84% | +80,440+70.0% | Added |
| AQR Capital Management LLC | 209,590 | $13.1M | 0.01% | +16,124+8.3% | Added |
| Rhumbline Advisers | 211,220 | $13.2M | 0.01% | +17,950+9.3% | Added |
| Legal & General Group Plc | 214,303 | $13.4M | 0.00% | +22,283+11.6% | Added |
| Capital Management Corp | 246,151 | $15.3M | 2.61% | +36,498+17.4% | Added |
| UBS Asset Management Americas Inc | 250,710 | $15.6M | 0.00% | +81,433+48.1% | Added |
| Public Sector Pension Investment Board | 252,940 | $15.8M | 0.07% | +29,122+13.0% | Added |
| Emerald Mutual Fund Advisers Trust | 267,451 | $16.7M | 1.02% | −33,773−11.2% | Reduced |
| Deutsche Bank AG | 269,375 | $16.8M | 0.01% | −24,033−8.2% | Reduced |
| Qube Research & Technologies Ltd | 281,282 | $17.5M | 0.02% | −158,949−36.1% | Reduced |
| SEI Investments Co | 305,963 | $19.1M | 0.02% | +15,716+5.4% | Added |
| Nuveen, LLC | 317,239 | $19.8M | 0.01% | −17,946−5.4% | Reduced |
| Fisher Asset Management, LLC | 350,249 | $21.8M | 0.01% | −3,220−0.9% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 336,918 | $22.2M | 0.04% | +83,260+32.8% | Added |
| Principal Financial Group Inc | 368,034 | $22.9M | 0.01% | +15,568+4.4% | Added |
| Envestnet Asset Management Inc | 382,100 | $23.8M | 0.01% | +24,311+6.8% | Added |
| Raymond James Financial Inc | 402,214 | $25.1M | 0.01% | −23,518−5.5% | Reduced |
| Tributary Capital Management, LLC | 414,964 | $25.9M | 2.29% | −10,818−2.5% | Reduced |
| Artisan Partners Limited Partnership | 430,554 | $26.8M | 0.04% | −1,506−0.3% | Reduced |
| Invesco Ltd. | 452,522 | $28.2M | 0.00% | +132,419+41.4% | Added |
| UBS Group AG | 454,436 | $28.3M | 0.01% | −51,645−10.2% | Reduced |
| Emerald Advisers, LLC | 458,006 | $28.5M | 1.05% | +31,540+7.4% | Added |
| Norges Bank | 501,416 | $31.2M | 0.00% | −63,819−11.3% | Reduced |
| Voya Investment Management LLC | 502,190 | $31.3M | 0.03% | +159,091+46.4% | Added |
| Bamco Inc | 527,186 | $32.9M | 0.09% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 572,144 | $35.7M | 0.05% | +78,780+16.0% | Added |
| Bank of America Corp | 630,286 | $39.3M | 0.00% | +49,945+8.6% | Added |
| Royal Bank of Canada | 636,747 | $39.7M | 0.01% | +172,114+37.0% | Added |
| Bank of New York Mellon Corp | 651,332 | $40.6M | 0.01% | +11,759+1.8% | Added |
| Manufacturers Life Insurance Company, The | 661,594 | $41.2M | 0.04% | +609,162+1,161.8% | Added |
| Jennison Associates LLC | 671,431 | $41.8M | 0.02% | +186,193+38.4% | Added |
| Morgan Stanley | 717,461 | $44.7M | 0.00% | +37,743+5.6% | Added |
| Capital World Investors | 719,000 | $44.8M | 0.01% | 00.0% | Unchanged |
| Azora Capital LP | 750,358 | $46.8M | 2.11% | +750,358 | New |
| Natixis Advisors, L.P. | 783,426 | $48.8M | 0.08% | +168,257+27.4% | Added |
| Northern Trust Corp | 865,405 | $53.9M | 0.01% | +6,437+0.7% | Added |
| Lord, Abbett & Co. LLC | 904,263 | $56.4M | 0.18% | +259,320+40.2% | Added |
| Heard Capital LLC | 920,240 | $57.3M | 3.00% | −5,000−0.5% | Reduced |
| Wells Fargo & Company | 939,805 | $58.6M | 0.01% | −20,101−2.1% | Reduced |
| JPMorgan Chase & Co | 945,558 | $58.9M | 0.00% | −327,087−25.7% | Reduced |
| Dimensional Fund Advisors LP | 1,040,595 | $64.9M | 0.02% | +396,015+61.4% | Added |
| HighTower Advisors, LLC | 1,060,294 | $66.1M | 0.08% | +101,392+10.6% | Added |
| Madison Asset Management, LLC | 1,295,284 | $80.7M | 0.87% | +31,084+2.5% | Added |
| Citadel Advisors LLC | 1,328,346 | $82.8M | 0.07% | +226,059+20.5% | Added |
| Timucuan Asset Management Inc | 1,424,527 | $88.8M | 2.60% | +7,465+0.5% | Added |
| Goldman Sachs Group Inc | 1,913,291 | $119.2M | 0.02% | −443,602−18.8% | Reduced |
| Geode Capital Management, LLC | 2,052,862 | $127.9M | 0.01% | +424,138+26.0% | Added |
| Ameriprise Financial Inc | 2,396,230 | $149.3M | 0.04% | +135,885+6.0% | Added |
| Wasatch Advisors Inc | 2,845,605 | $177.3M | 0.93% | +112,281+4.1% | Added |
| State Street Corp | 2,862,337 | $178.4M | 0.01% | +89,143+3.2% | Added |
| Charles Schwab Investment Management Inc | 3,080,123 | $192.0M | 0.03% | +137,824+4.7% | Added |
| London Co of Virginia | 3,416,998 | $212.9M | 1.20% | −126,212−3.6% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 6,768,276 | $421.8M | 1.01% | −151,931−2.2% | Reduced |
| BlackRock, Inc. | 8,788,977 | $547.7M | 0.01% | +393,177+4.7% | Added |
| Vanguard Group Inc | 8,849,607 | $551.5M | 0.01% | +543,919+6.5% | Added |
| Millennium Management LLC | 0 | $0 | 0.00% | −465,677−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −295,915−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −288,229−100.0% | Sold out |
| Jacobs Levy Equity Management, Inc | 0 | $0 | 0.00% | −203,968−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −187,976−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −182,826−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −161,749−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −126,688−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −116,342−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −112,425−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −99,640−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −78,632−100.0% | Sold out |
| Richard Bernstein Advisors LLC | 0 | $0 | 0.00% | −54,971−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −45,688−100.0% | Sold out |
| Nebula Research & Development LLC | 0 | $0 | 0.00% | −38,701−100.0% | Sold out |
| Zacks Investment Management | 0 | $0 | 0.00% | −37,070−100.0% | Sold out |
| Corebridge Financial, Inc. | 0 | $0 | 0.00% | −36,903−100.0% | Sold out |
| Allianz Asset Management GmbH | 0 | $0 | 0.00% | −34,349−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −24,539−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −23,631−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −20,826−100.0% | Sold out |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −20,505−100.0% | Sold out |
| Fieldview Capital Management, LLC | 0 | $0 | 0.00% | −19,999−100.0% | Sold out |
| Jackson Creek Investment Advisors LLC | 0 | $0 | 0.00% | −19,669−100.0% | Sold out |