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 |
|---|---|---|---|---|---|
| Quest Partners LLC | 9,422 | $587.2K | 0.06% | −22,649−70.6% | Reduced |
| CIBC World Markets Corp | 9,163 | $571.0K | 0.00% | −6,519−41.6% | Reduced |
| The PNC Financial Services Group, Inc. | 9,122 | $568.5K | 0.00% | +1,449+18.9% | Added |
| Curated Wealth Partners LLC | 9,021 | $562.2K | 0.07% | +115+1.3% | Added |
| Quantinno Capital Management LP | 8,831 | $550.4K | 0.00% | +2,601+41.7% | Added |
| Peak Financial Advisors LLC | 8,814 | $549.3K | 0.28% | +247+2.9% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 8,776 | $546.9K | 0.00% | −524−5.6% | Reduced |
| Wesbanco Bank Inc | 8,709 | $542.7K | 0.02% | 00.0% | Unchanged |
| First National Advisers, LLC | 8,316 | $518.3K | 0.08% | +491+6.3% | Added |
| MML Investors Services, LLC | 8,307 | $518.0K | 0.00% | +462+5.9% | Added |
| Pitcairn Co | 8,270 | $515.4K | 0.03% | −1,528−15.6% | Reduced |
| Aviva PLC | 8,097 | $504.6K | 0.00% | +1,373+20.4% | Added |
| Blueshift Asset Management, LLC | 7,895 | $492.0K | 0.15% | +7,895 | New |
| American Century Companies Inc | 7,885 | $491.4K | 0.00% | +7,885 | New |
| Apollon Wealth Management, LLC | 7,707 | $480.3K | 0.01% | −585−7.1% | Reduced |
| Public Employees Retirement Association of Colorado | 7,648 | $477.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 7,592 | $473.1K | 0.01% | +383+5.3% | Added |
| Drucker Wealth 3.0, LLC | 6,846 | $467.2K | 0.09% | +6,846 | New |
| Cetera Investment Advisers | 7,378 | $459.8K | 0.00% | +465+6.7% | Added |
| CI Private Wealth, LLC | 7,314 | $455.8K | 0.00% | +7,314 | New |
| Pensionmark Financial Group, LLC | 7,268 | $452.9K | 0.01% | +7,268 | New |
| Kestra Investment Management, LLC | 7,325 | $450.7K | 0.01% | +5,862+400.7% | Added |
| Picton Mahoney Asset Management | 7,161 | $446.0K | 0.01% | +95+1.3% | Added |
| Trust Point Inc. | 6,884 | $429.0K | 0.04% | −4,635−40.2% | Reduced |
| D.A. Davidson & Co. | 6,766 | $421.7K | 0.00% | 00.0% | Unchanged |
| Keybank National Association | 6,677 | $416.1K | 0.00% | +2,694+67.6% | Added |
| Creative Planning | 6,639 | $413.7K | 0.00% | +827+14.2% | Added |
| Fulton Bank, N.A. | 6,581 | $410.1K | 0.02% | +188+2.9% | Added |
| O'Rourke & Company, Inc | 6,496 | $404.9K | 0.19% | −610−8.6% | Reduced |
| Tower Research Capital LLC (TRC) | 6,367 | $396.8K | 0.01% | +4,380+220.4% | Added |
| Alamea Verwaltungs GmbH | 6,273 | $390.9K | 0.29% | 00.0% | Unchanged |
| Axq Capital, LP | 6,201 | $386.4K | 0.12% | +6,201 | New |
| Trajan Wealth LLC | 6,092 | $379.7K | 0.02% | +1,065+21.2% | Added |
| SummitTX Capital, L.P. | 6,065 | $378.0K | 0.02% | +6,065 | New |
| Gamco Investors, Inc. Et Al | 6,000 | $373.9K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 5,247 | $368.0K | 0.01% | +5,247 | New |
| Pinnacle Financial Partners Inc | 5,865 | $365.5K | 0.01% | +135+2.4% | Added |
| DRW Securities, LLC | 5,831 | $363.4K | 0.03% | +5,831 | New |
| Xponance, Inc. | 5,794 | $361.1K | 0.00% | +421+7.8% | Added |
| Private Advisor Group, LLC | 5,704 | $355.5K | 0.00% | +168+3.0% | Added |
| Integrated Wealth Concepts LLC | 5,682 | $354.1K | 0.00% | +883+18.4% | Added |
| Legato Capital Management LLC | 5,547 | $345.7K | 0.04% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 5,538 | $345.0K | 0.00% | +5,538 | New |
| Merit Financial Group, LLC | 5,429 | $338.3K | 0.00% | +5,429 | New |
| RSM US Wealth Management LLC | 5,354 | $333.7K | 0.00% | +279+5.5% | Added |
| Capital Investment Advisory Services, LLC | 5,211 | $324.7K | 0.03% | +5+0.1% | Added |
| Everence Capital Management Inc | 5,190 | $323.0K | 0.02% | −1,590−23.5% | Reduced |
| Vestcor Inc | 5,006 | $312.0K | 0.01% | 00.0% | Unchanged |
| Envestnet Portfolio Solutions, Inc. | 4,889 | $304.7K | 0.00% | −368−7.0% | Reduced |
| Jump Financial, LLC | 4,769 | $297.2K | 0.00% | −55,112−92.0% | Reduced |
| Oxford Asset Management LLP | 4,697 | $292.7K | 0.10% | +4,697 | New |
| Heritage Family Offices, LLP | 4,940 | $286.1K | 0.14% | 00.0% | Unchanged |
| Tritonpoint Wealth, LLC | 4,492 | $279.9K | 0.03% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 4,460 | $277.9K | 0.00% | +145+3.4% | Added |
| DGS Capital Management, LLC | 4,436 | $276.5K | 0.06% | +4,436 | New |
| TownSquare Capital, LLC | 4,325 | $269.5K | 0.03% | −16,277−79.0% | Reduced |
| Franklin Resources Inc | 4,315 | $268.9K | 0.00% | −2,579−37.4% | Reduced |
| Equitable Holdings, Inc. | 4,080 | $254.3K | 0.00% | −654−13.8% | Reduced |
| Snowden Capital Advisors LLC | 4,069 | $253.6K | 0.01% | +74+1.9% | Added |
| Riverview Capital Advisers, LLC | 4,034 | $251.4K | 0.07% | −1,946−32.5% | Reduced |
| Princeton Capital Management LLC | 4,000 | $249.3K | 0.07% | 00.0% | Unchanged |
| Qsemble Capital Management, LP | 3,989 | $248.6K | 0.02% | +3,989 | New |
| Portside Wealth Group, LLC | 3,954 | $246.4K | 0.04% | +3,954 | New |
| Petros Family Wealth, LLC | 3,897 | $242.9K | 0.22% | +27+0.7% | Added |
| Vident Advisory, LLC | 3,655 | $227.8K | 0.00% | −168−4.4% | Reduced |
| Walleye Trading LLC | 3,629 | $226.2K | 0.01% | +3,629 | New |
| Cambridge Investment Research Advisors, Inc. | 3,501 | $218.0K | 0.00% | −1,162−24.9% | Reduced |
| Avantax Advisory Services, Inc. | 3,452 | $215.1K | 0.00% | +3,452 | New |
| Profund Advisors LLC | 3,427 | $213.6K | 0.01% | +3,427 | New |
| Legacy Capital Wealth Partners, LLC | 3,320 | $206.9K | 0.05% | +3,320 | New |
| AE Wealth Management LLC | 3,317 | $206.8K | 0.00% | +3,317 | New |
| Venturi Wealth Management, LLC | 3,305 | $206.0K | 0.01% | −321−8.9% | Reduced |
| Simon Quick Advisors, LLC | 3,282 | $204.5K | 0.01% | −1,436−30.4% | Reduced |
| Nisa Investment Advisors, LLC | 3,241 | $202.0K | 0.00% | +298+10.1% | Added |
| Covestor Ltd | 3,150 | $196.0K | 0.12% | +2,994+1,919.2% | Added |
| Lazard Asset Management LLC | 3,093 | $192.0K | 0.00% | +2,313+296.5% | Added |
| Mount Yale Investment Advisors, LLC | 3,049 | $190.0K | 0.01% | +3,049 | New |
| Parkside Financial Bank & Trust | 2,946 | $183.6K | 0.02% | +2,892+5,355.6% | Added |
| SG Americas Securities, LLC | 2,537 | $158.0K | 0.00% | −16,066−86.4% | Reduced |
| Huntington National Bank | 2,275 | $141.8K | 0.00% | −55−2.4% | Reduced |
| Essential Partners LLC | 2,211 | $137.8K | 0.06% | +2,211 | New |
| KBC Group NV | 2,015 | $126.0K | 0.00% | −1,020−33.6% | Reduced |
| New Age Alpha Advisors, LLC | 1,840 | $114.7K | 0.01% | −2−0.1% | Reduced |
| Smartleaf Asset Management LLC | 1,602 | $100.9K | 0.01% | +680+73.8% | Added |
| Jones Financial Companies LLLP | 1,414 | $89.0K | 0.00% | +442+45.5% | Added |
| Bayforest Capital Ltd | 1,297 | $80.8K | 0.04% | −28,554−95.7% | Reduced |
| Parallel Advisors, LLC | 1,283 | $80.0K | 0.00% | −73−5.4% | Reduced |
| IFP Advisors, Inc | 1,029 | $76.2K | 0.00% | −37−3.5% | Reduced |
| GAMMA Investing LLC | 1,208 | $75.3K | 0.00% | −424−26.0% | Reduced |
| Neo Ivy Capital Management | 1,206 | $75.2K | 0.02% | +1,206 | New |
| Signaturefd, LLC | 1,153 | $71.9K | 0.00% | −18−1.5% | Reduced |
| Whittier Trust Co of Nevada Inc | 1,099 | $68.5K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 1,074 | $66.9K | 0.00% | +26+2.5% | Added |
| C M Bidwell & Associates Ltd | 995 | $62.0K | 0.03% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 959 | $59.8K | 0.00% | −40−4.0% | Reduced |
| Versant Capital Management, Inc | 949 | $59.1K | 0.01% | +153+19.2% | Added |
| Canton Hathaway, LLC | 820 | $51.0K | 0.01% | +820 | New |
| Ci Investments Inc. | 703 | $44.0K | 0.00% | −269−27.7% | Reduced |
| HM Payson & Co | 642 | $40.0K | 0.00% | −931−59.2% | Reduced |
| EverSource Wealth Advisors, LLC | 597 | $37.2K | 0.00% | +282+89.5% | Added |