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 |
|---|---|---|---|---|---|
| Umb Bank N A | 559 | $34.8K | 0.00% | −24−4.1% | Reduced |
| Massmutual Trust Co FSB | 540 | $33.7K | 0.00% | −104−16.1% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 513 | $32.0K | 0.00% | +513 | New |
| BI Asset Management Fondsmaeglerselskab A/S | 503 | $31.0K | 0.00% | −1,627−76.4% | Reduced |
| Headlands Technologies LLC | 438 | $27.3K | 0.00% | +130+42.2% | Added |
| Private Trust Co NA | 416 | $25.9K | 0.00% | −661−61.4% | Reduced |
| Nomura Asset Management Co Ltd | 380 | $23.7K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 358 | $22.3K | 0.00% | +358 | New |
| City State Bank | 350 | $21.8K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 340 | $21.2K | 0.00% | −37−9.8% | Reduced |
| Farther Finance Advisors, LLC | 334 | $20.8K | 0.00% | −786−70.2% | Reduced |
| Skopos Labs, Inc. | 327 | $20.4K | 0.00% | +122+59.5% | Added |
| Colonial Trust Co | 324 | $20.2K | 0.00% | −476−59.5% | Reduced |
| SRS Capital Advisors, Inc. | 295 | $18.4K | 0.00% | +165+126.9% | Added |
| Global Retirement Partners, LLC | 268 | $16.7K | 0.00% | +268 | New |
| Trust Co of Vermont | 250 | $15.6K | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 199 | $14.6K | 0.00% | +199 | New |
| Larson Financial Group LLC | 233 | $14.5K | 0.00% | +229+5,725.0% | Added |
| SBI Securities Co., Ltd. | 221 | $13.8K | 0.00% | +28+14.5% | Added |
| Bessemer Group Inc | 205 | $13.0K | 0.00% | +28+15.8% | Added |
| GWM Advisors LLC | 198 | $12.3K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 200 | $12.0K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 181 | $11.3K | 0.00% | +2+1.1% | Added |
| Sterling Capital Management LLC | 180 | $11.2K | 0.00% | +105+140.0% | Added |
| Allworth Financial LP | 165 | $10.3K | 0.00% | +95+135.7% | Added |
| WPG Advisers, LLC | 163 | $10.2K | 0.01% | +38+30.4% | Added |
| Private Wealth Management Group, LLC | 147 | $9.16K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 145 | $9.04K | 0.00% | +40+38.1% | Added |
| Bare Financial Services, Inc | 133 | $8.29K | 0.00% | +92+224.4% | Added |
| Stone House Investment Management, LLC | 127 | $7.92K | 0.00% | +127 | New |
| Principal Securities, Inc. | 115 | $7.17K | 0.00% | +39+51.3% | Added |
| Salem Investment Counselors Inc | 105 | $6.54K | 0.00% | −81−43.5% | Reduced |
| LRI Investments, LLC | 103 | $6.42K | 0.00% | +103 | New |
| Riggs Asset Managment Co. Inc. | 103 | $6.42K | 0.00% | +103 | New |
| Danske Bank A/S | 100 | $6.23K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 100 | $6.23K | 0.00% | +100 | New |
| Harbor Capital Advisors, Inc. | 96 | $6.00K | 0.00% | +21+28.0% | Added |
| Hantz Financial Services, Inc. | 90 | $6.00K | 0.00% | +82+1,025.0% | Added |
| Northwestern Mutual Wealth Management Co | 93 | $5.80K | 0.00% | +68+272.0% | Added |
| Clearstead Advisors, LLC | 89 | $5.55K | 0.00% | +89 | New |
| Spire Wealth Management | 82 | $5.11K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 72 | $4.49K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 69 | $4.30K | 0.00% | −5−6.8% | Reduced |
| High Note Wealth, LLC | 65 | $4.05K | 0.00% | −4−5.8% | Reduced |
| NBT Bank N A | 59 | $3.70K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 59 | $3.68K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 45 | $2.80K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 44 | $2.74K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 43 | $2.68K | 0.00% | +27+168.8% | Added |
| Cullen/Frost Bankers, Inc. | 41 | $2.58K | 0.00% | −114−73.5% | Reduced |
| Park Square Financial Group, LLC | 40 | $2.49K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 31 | $1.93K | 0.00% | +31 | New |
| Assetmark, Inc | 31 | $1.93K | 0.00% | +31 | New |
| Westside Investment Management, Inc. | 29 | $1.81K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 27 | $1.68K | 0.00% | −179−86.9% | Reduced |
| NewSquare Capital LLC | 24 | $1.50K | 0.00% | +24 | New |
| JFS Wealth Advisors, LLC | 21 | $1.31K | 0.00% | −8−27.6% | Reduced |
| Atlantic Trust, LLC | 18 | $1.12K | 0.00% | +18 | New |
| Harvest Fund Management Co., Ltd | 20 | $1.00K | 0.00% | −678−97.1% | Reduced |
| Financial Management Professionals, Inc. | 14 | $872 | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 13 | $810 | 0.00% | +3+30.0% | Added |
| Hughes Financial Services, LLC | 10 | $701 | 0.00% | +10 | New |
| CIBC Private Wealth Group, LLC | 9 | $561 | 0.00% | +9 | New |
| Stephens Consulting, LLC | 7 | $437 | 0.00% | −18−72.0% | Reduced |
| Raleigh Capital Management Inc. | 6 | $350 | 0.00% | +6 | New |
| WealthTrak Capital Management LLC | 5 | $312 | 0.00% | −10−66.7% | Reduced |
| Quest 10 Wealth Builders, Inc. | 5 | $312 | 0.00% | 00.0% | Unchanged |
| S&T Bank | 5 | $312 | 0.00% | +5 | New |
| SJS Investment Consulting Inc. | 3 | $187 | 0.00% | −4−57.1% | Reduced |
| Abound Wealth Management | 3 | $187 | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 3 | $187 | 0.00% | +3 | New |
| Bruce G. Allen Investments, LLC | 3 | $187 | 0.00% | +3 | New |
| Rialto Wealth Management, LLC | 1 | $63 | 0.00% | +1 | New |
| HFM Investment Advisors, LLC | 1 | $62 | 0.00% | +1 | New |
| ORG Partners LLC | 0 | $56 | 0.00% | 0 | Unchanged |
| Hemington Wealth Management | 6 | $0 | 0.00% | +6 | New |
| 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 |