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 |
|---|---|---|---|---|---|
| Los Angeles Capital Management LLC | 49,380 | $3.08M | 0.01% | −22,613−31.4% | Reduced |
| Brinker Capital Investments, LLC | 48,356 | $3.01M | 0.03% | +7,223+17.6% | Added |
| Comerica Bank | 48,314 | $3.01M | 0.01% | +1,114+2.4% | Added |
| Neuberger Berman Group LLC | 47,130 | $2.94M | 0.00% | −3,236−6.4% | Reduced |
| First Trust Advisors LP | 47,125 | $2.94M | 0.00% | +47,125 | New |
| Aquatic Capital Management LLC | 46,970 | $2.93M | 0.06% | −38,937−45.3% | Reduced |
| First National Bank of Omaha | 45,558 | $2.84M | 0.18% | +1,254+2.8% | Added |
| Teacher Retirement System of Texas | 44,416 | $2.77M | 0.01% | −66,493−60.0% | Reduced |
| MetLife Investment Management | 44,323 | $2.76M | 0.02% | +3,395+8.3% | Added |
| State of Alaska, Department of Revenue | 44,201 | $2.75M | 0.03% | +5,089+13.0% | Added |
| Oppenheimer Asset Management Inc. | 43,603 | $2.72M | 0.03% | +7,099+19.4% | Added |
| B. Metzler seel. Sohn & Co. AG | 43,383 | $2.70M | 0.03% | −164−0.4% | Reduced |
| Hilton Capital Management, LLC | 41,558 | $2.59M | 0.21% | +3,939+10.5% | Added |
| Squarepoint Ops LLC | 40,808 | $2.54M | 0.01% | +29,185+251.1% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 40,735 | $2.54M | 0.00% | −1,345−3.2% | Reduced |
| Two Sigma Investments, LP | 39,984 | $2.49M | 0.00% | +9,489+31.1% | Added |
| Verdence Capital Advisors LLC | 39,358 | $2.45M | 0.17% | +683+1.8% | Added |
| Moran Wealth Management, LLC | 37,832 | $2.36M | 0.07% | +37,832 | New |
| Illinois Municipal Retirement Fund | 37,609 | $2.34M | 0.03% | −4,134−9.9% | Reduced |
| Pathstone Holdings, LLC | 35,443 | $2.21M | 0.01% | −1,776−4.8% | Reduced |
| Cinctive Capital Management LP | 35,406 | $2.21M | 0.12% | +13,189+59.4% | Added |
| Louisiana State Employees Retirement System | 34,700 | $2.16M | 0.04% | +1,500+4.5% | Added |
| State of New Jersey Common Pension Fund D | 33,294 | $2.07M | 0.01% | +5,819+21.2% | Added |
| Fred Alger Management, LLC | 32,901 | $2.05M | 0.01% | −33,501−50.5% | Reduced |
| AlTi Global, Inc. | 32,566 | $2.03M | 0.05% | +32,566 | New |
| Cresset Asset Management, LLC | 31,152 | $1.94M | 0.01% | +31,152 | New |
| Schonfeld Strategic Advisors LLC | 31,093 | $1.94M | 0.01% | +31,093 | New |
| Janus Henderson Group PLC | 30,726 | $1.91M | 0.00% | 00.0% | Unchanged |
| Eagle Rock Investment Company, LLC | 30,105 | $1.88M | 0.30% | −8,475−22.0% | Reduced |
| State of Tennessee, Treasury Department | 29,934 | $1.87M | 0.01% | 00.0% | Unchanged |
| Diversify Advisory Services, LLC | 25,325 | $1.86M | 0.07% | +5,323+26.6% | Added |
| Intech Investment Management LLC | 29,254 | $1.82M | 0.02% | −11,809−28.8% | Reduced |
| Toroso Investments, LLC | 29,191 | $1.82M | 0.01% | +504+1.8% | Added |
| Yousif Capital Management, LLC | 28,397 | $1.77M | 0.02% | +1,662+6.2% | Added |
| Salvus Wealth Management, LLC | 27,450 | $1.71M | 1.00% | −298−1.1% | Reduced |
| M&T Bank Corp | 27,388 | $1.71M | 0.01% | −972−3.4% | Reduced |
| Janney Montgomery Scott LLC | 26,619 | $1.66M | 0.00% | +4,828+22.2% | Added |
| Federated Hermes, Inc. | 26,571 | $1.66M | 0.00% | −5,852−18.0% | Reduced |
| Assenagon Asset Management S.A. | 26,008 | $1.62M | 0.00% | −53,756−67.4% | Reduced |
| Strata Wealth Advisors, LLC | 24,464 | $1.52M | 0.42% | −3,654−13.0% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 24,406 | $1.52M | 0.06% | −442−1.8% | Reduced |
| Gabelli Funds LLC | 24,250 | $1.51M | 0.01% | +3,600+17.4% | Added |
| New York State Teachers Retirement System | 24,232 | $1.51M | 0.00% | +7,732+46.9% | Added |
| Nicholas Investment Partners, LP | 24,086 | $1.50M | 0.13% | −19,015−44.1% | Reduced |
| Atria Investments LLC | 23,874 | $1.49M | 0.02% | −525−2.2% | Reduced |
| Ieq Capital, LLC | 23,347 | $1.45M | 0.01% | +6,640+39.7% | Added |
| Holocene Advisors, LP | 22,555 | $1.41M | 0.00% | +22,555 | New |
| Greenwood Capital Associates LLC | 22,045 | $1.37M | 0.17% | +1,583+7.7% | Added |
| Maryland State Retirement & Pension System | 21,801 | $1.36M | 0.03% | +1,213+5.9% | Added |
| STRS Ohio | 21,300 | $1.33M | 0.00% | +900+4.4% | Added |
| Amalgamated Bank | 21,013 | $1.31M | 0.01% | +891+4.4% | Added |
| Cerity Partners LLC | 20,934 | $1.30M | 0.00% | +3,823+22.3% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 20,680 | $1.29M | 0.00% | +2,428+13.3% | Added |
| Arizona State Retirement System | 20,607 | $1.28M | 0.01% | +359+1.8% | Added |
| Russell Investments Group, Ltd. | 20,572 | $1.28M | 0.00% | −6,636−24.4% | Reduced |
| Teachers Retirement System of the State of Kentucky | 20,109 | $1.25M | 0.01% | −1,391−6.5% | Reduced |
| O'Shaughnessy Asset Management, LLC | 19,058 | $1.19M | 0.01% | +646+3.5% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 19,046 | $1.19M | 0.01% | +2,154+12.8% | Added |
| State Board of Administration of Florida Retirement System | 19,033 | $1.19M | 0.00% | 00.0% | Unchanged |
| Healthcare of Ontario Pension Plan Trust Fund | 19,000 | $1.18M | 0.00% | −228,000−92.3% | Reduced |
| Integrated Quantitative Investments LLC | 17,633 | $1.10M | 0.32% | +3,133+21.6% | Added |
| Campbell Newman Asset Management Inc | 17,087 | $1.06M | 0.08% | +1,144+7.2% | Added |
| Oregon Public Employees Retirement Fund | 16,955 | $1.06M | 0.02% | +800+5.0% | Added |
| Police & Firemen's Retirement System of New Jersey | 16,724 | $1.04M | 0.01% | +1,293+8.4% | Added |
| ProShare Advisors LLC | 16,595 | $1.03M | 0.00% | −47−0.3% | Reduced |
| SkyView Investment Advisors, LLC | 16,232 | $1.02M | 0.15% | +760+4.9% | Added |
| Handelsbanken Fonder AB | 15,951 | $994.0K | 0.00% | 00.0% | Unchanged |
| XTX Topco Ltd | 15,751 | $981.6K | 0.04% | +2,673+20.4% | Added |
| Resources Investment Advisors, LLC. | 15,680 | $977.2K | 0.01% | +1,198+8.3% | Added |
| Mariner, LLC | 15,579 | $970.9K | 0.00% | +5,711+57.9% | Added |
| New England Research & Management, Inc. | 15,375 | $958.0K | 0.46% | +250+1.7% | Added |
| Harbor Advisors LLC | 14,800 | $922.3K | 0.15% | 00.0% | Unchanged |
| KLP Kapitalforvaltning AS | 14,700 | $916.1K | 0.00% | +800+5.8% | Added |
| Verition Fund Management LLC | 14,526 | $905.3K | 0.01% | −12,591−46.4% | Reduced |
| Steward Partners Investment Advisory, LLC | 14,403 | $897.6K | 0.01% | +313+2.2% | Added |
| Advisor Group Holdings, Inc. | 13,817 | $861.2K | 0.00% | +2,705+24.3% | Added |
| Quantbot Technologies LP | 13,789 | $859.3K | 0.02% | −17,036−55.3% | Reduced |
| Argent Trust Co | 13,563 | $845.2K | 0.03% | +566+4.4% | Added |
| State of Wisconsin Investment Board | 13,207 | $823.1K | 0.00% | −975−6.9% | Reduced |
| JustInvest LLC | 12,274 | $764.9K | 0.01% | +3,019+32.6% | Added |
| Bank of Montreal | 12,088 | $753.3K | 0.00% | +741+6.5% | Added |
| Impact Capital Partners LLC | 11,853 | $738.7K | 0.24% | −404−3.3% | Reduced |
| Quantum Private Wealth, LLC | 11,752 | $732.4K | 0.24% | 00.0% | Unchanged |
| Sierra Summit Advisors LLC | 11,561 | $720.5K | 0.13% | +11,561 | New |
| Invst, LLC | 11,331 | $706.1K | 0.09% | −461−3.9% | Reduced |
| Geneos Wealth Management Inc. | 11,302 | $704.3K | 0.02% | +11,220+13,682.9% | Added |
| Sanctuary Advisors, LLC | 10,851 | $676.3K | 0.00% | +587+5.7% | Added |
| Edgestream Partners, L.P. | 10,374 | $646.5K | 0.02% | −115,852−91.8% | Reduced |
| Cornerstone Investment Partners, LLC | 10,353 | $645.2K | 0.03% | +81+0.8% | Added |
| Mercer Global Advisors Inc | 10,342 | $644.5K | 0.00% | −1,709−14.2% | Reduced |
| State of Wyoming | 10,227 | $637.3K | 0.08% | −4,373−30.0% | Reduced |
| US Bancorp | 10,198 | $635.5K | 0.00% | −649−6.0% | Reduced |
| HSBC Holdings PLC | 10,078 | $631.4K | 0.00% | −26,855−72.7% | Reduced |
| Captrust Financial Advisors | 10,029 | $625.0K | 0.00% | +1,311+15.0% | Added |
| Truist Financial Corp | 10,018 | $624.3K | 0.00% | +3,429+52.0% | Added |
| CWM, LLC | 9,999 | $623.0K | 0.00% | +2,054+25.9% | Added |
| Mackenzie Financial Corp | 9,873 | $615.3K | 0.00% | −17,888−64.4% | Reduced |
| Naples Global Advisors, LLC | 9,671 | $602.7K | 0.05% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 9,530 | $593.9K | 0.01% | −50,743−84.2% | Reduced |
| Pictet Asset Management Holding SA | 9,527 | $593.7K | 0.00% | −857−8.3% | Reduced |