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, Q3 2025
Institutional positions in Moelis & Co as of Sep 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
- 397
- +25 vs. Q2 2025
- Shares held
- 75.7M
- +209.0K (+0.3%) vs. Q2 2025
- Total value
- $5.40B
- +$689.0M (+14.6%) vs. Q2 2025
- New holders
- 60
- 168 more added
- Sold out
- 35
- 118 more reduced
4 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding Moelis & Co; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 8,820,661 | $629.1M | 0.01% | +31,684+0.4% | Added |
| Vanguard Group Inc | 8,732,435 | $622.8M | 0.01% | −117,172−1.3% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 6,457,415 | $460.5M | 1.12% | −310,861−4.6% | Reduced |
| Wasatch Advisors Inc | 3,304,180 | $235.7M | 1.27% | +458,575+16.1% | Added |
| London Co of Virginia | 3,265,878 | $232.9M | 1.29% | −151,120−4.4% | Reduced |
| Charles Schwab Investment Management Inc | 3,127,782 | $223.1M | 0.04% | +47,659+1.5% | Added |
| State Street Corp | 2,886,158 | $205.8M | 0.01% | +23,821+0.8% | Added |
| Ameriprise Financial Inc | 2,271,903 | $162.0M | 0.04% | −124,327−5.2% | Reduced |
| Geode Capital Management, LLC | 2,084,422 | $148.7M | 0.01% | +31,560+1.5% | Added |
| Goldman Sachs Group Inc | 1,787,107 | $127.5M | 0.02% | −126,184−6.6% | Reduced |
| Timucuan Asset Management Inc | 1,421,715 | $101.4M | 2.97% | −2,812−0.2% | Reduced |
| Madison Asset Management, LLC | 1,284,261 | $91.6M | 1.01% | −11,023−0.9% | Reduced |
| HighTower Advisors, LLC | 1,256,324 | $89.6M | 0.10% | +196,030+18.5% | Added |
| Bank of New York Mellon Corp | 1,235,998 | $88.2M | 0.02% | +584,666+89.8% | Added |
| Dimensional Fund Advisors LP | 1,111,459 | $79.3M | 0.02% | +70,864+6.8% | Added |
| JPMorgan Chase & Co | 962,778 | $68.7M | 0.00% | +17,220+1.8% | Added |
| Wells Fargo & Company | 924,514 | $65.9M | 0.01% | −15,291−1.6% | Reduced |
| Natixis Advisors, L.P. | 918,876 | $65.5M | 0.10% | +135,450+17.3% | Added |
| Jennison Associates LLC | 898,056 | $64.0M | 0.04% | +226,625+33.8% | Added |
| Northern Trust Corp | 862,180 | $61.5M | 0.01% | −3,225−0.4% | Reduced |
| Morgan Stanley | 837,248 | $59.7M | 0.00% | +119,787+16.7% | Added |
| Bank of America Corp | 772,399 | $55.1M | 0.00% | +142,113+22.5% | Added |
| Heard Capital LLC | 756,540 | $54.0M | 2.62% | −163,700−17.8% | Reduced |
| Price T Rowe Associates Inc | 751,452 | $53.6M | 0.01% | +694,320+1,215.3% | Added |
| Capital World Investors | 719,000 | $51.3M | 0.01% | 00.0% | Unchanged |
| Royal Bank of Canada | 706,886 | $50.4M | 0.01% | +70,139+11.0% | Added |
| Lord, Abbett & Co. LLC | 694,729 | $49.5M | 0.15% | −209,534−23.2% | Reduced |
| UBS Group AG | 681,668 | $48.6M | 0.01% | +227,232+50.0% | Added |
| Voya Investment Management LLC | 565,727 | $40.3M | 0.04% | +63,537+12.7% | Added |
| Manufacturers Life Insurance Company, The | 541,699 | $38.6M | 0.03% | −119,895−18.1% | Reduced |
| Bamco Inc | 525,778 | $37.5M | 0.10% | −1,408−0.3% | Reduced |
| Fisher Asset Management, LLC | 491,470 | $35.1M | 0.01% | +141,221+40.3% | Added |
| Emerald Advisers, LLC | 451,497 | $32.2M | 1.03% | −6,509−1.4% | Reduced |
| Raymond James Financial Inc | 437,145 | $31.2M | 0.01% | +34,931+8.7% | Added |
| Artisan Partners Limited Partnership | 407,894 | $29.1M | 0.04% | −22,660−5.3% | Reduced |
| Tributary Capital Management, LLC | 396,800 | $28.3M | 2.56% | −18,164−4.4% | Reduced |
| Envestnet Asset Management Inc | 389,739 | $27.8M | 0.01% | +7,639+2.0% | Added |
| Renaissance Technologies LLC | 369,444 | $26.3M | 0.03% | −202,700−35.4% | Reduced |
| Principal Financial Group Inc | 358,695 | $25.6M | 0.01% | −9,339−2.5% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 354,658 | $23.7M | 0.04% | +17,740+5.3% | Added |
| SEI Investments Co | 325,456 | $23.2M | 0.02% | +19,493+6.4% | Added |
| Nuveen, LLC | 315,535 | $22.5M | 0.01% | −1,704−0.5% | Reduced |
| Axiom Investors LLC | 312,770 | $22.3M | 0.16% | +122,020+64.0% | Added |
| Public Sector Pension Investment Board | 289,371 | $20.6M | 0.08% | +36,431+14.4% | Added |
| Emerald Mutual Fund Advisers Trust | 273,351 | $19.5M | 1.01% | +5,900+2.2% | Added |
| Deutsche Bank AG | 259,439 | $18.5M | 0.01% | −9,936−3.7% | Reduced |
| Janus Henderson Group PLC | 245,380 | $17.5M | 0.01% | +214,654+698.6% | Added |
| Cramer Rosenthal McGlynn LLC | 240,796 | $17.2M | 1.10% | +45,458+23.3% | Added |
| Capital Management Corp | 228,327 | $16.3M | 2.56% | −17,824−7.2% | Reduced |
| Azora Capital LP | 223,470 | $15.9M | 0.74% | −526,888−70.2% | Reduced |
| Legal & General Group Plc | 213,002 | $15.2M | 0.00% | −1,301−0.6% | Reduced |
| Rhumbline Advisers | 210,800 | $15.0M | 0.01% | −420−0.2% | Reduced |
| Invesco Ltd. | 209,371 | $14.9M | 0.00% | −243,151−53.7% | Reduced |
| Canada Pension Plan Investment Board | 193,200 | $13.8M | 0.01% | +30,100+18.5% | Added |
| AQR Capital Management LLC | 187,048 | $13.3M | 0.01% | −22,542−10.8% | Reduced |
| Winslow Asset Management Inc | 168,678 | $12.0M | 2.26% | −1,873−1.1% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 158,556 | $11.3M | 0.18% | +7,730+5.1% | Added |
| Swiss National Bank | 143,800 | $10.3M | 0.01% | +8,900+6.6% | Added |
| Pier Capital, LLC | 142,560 | $10.2M | 1.59% | −7,518−5.0% | Reduced |
| FMR LLC | 141,255 | $10.1M | 0.00% | +8,223+6.2% | Added |
| Stifel Financial Corp | 138,224 | $9.86M | 0.01% | −1,752−1.3% | Reduced |
| UBS Asset Management Americas Inc | 137,684 | $9.82M | 0.00% | −113,026−45.1% | Reduced |
| Barclays PLC | 121,127 | $8.64M | 0.00% | −42,530−26.0% | Reduced |
| Nicholas Investment Partners, LP | 119,117 | $8.50M | 0.65% | +95,031+394.5% | Added |
| Royce & Associates LP | 112,011 | $7.99M | 0.08% | +18,142+19.3% | Added |
| Eisler Capital Management Ltd. | 110,089 | $7.84M | 0.18% | +110,089 | New |
| Citigroup Inc | 107,810 | $7.69M | 0.01% | −19,034−15.0% | Reduced |
| Los Angeles Capital Management LLC | 106,661 | $7.61M | 0.03% | +57,281+116.0% | Added |
| Prudential Financial Inc | 99,872 | $7.12M | 0.01% | +22,805+29.6% | Added |
| Regions Financial Corp | 99,300 | $7.08M | 0.05% | +759+0.8% | Added |
| Aquatic Capital Management LLC | 99,199 | $7.07M | 0.13% | +52,229+111.2% | Added |
| Alliancebernstein L.P. | 91,351 | $6.52M | 0.00% | +141+0.2% | Added |
| Victory Capital Management Inc | 90,553 | $6.46M | 0.00% | −2,584−2.8% | Reduced |
| Millennium Management LLC | 85,729 | $6.11M | 0.00% | +85,729 | New |
| Alps Advisors Inc | 85,598 | $6.10M | 0.03% | +85,598 | New |
| Diversify Wealth Management, LLC | 93,764 | $5.94M | 0.34% | +4,575+5.1% | Added |
| Callan Family Office, LLC | 81,901 | $5.84M | 0.19% | −2,802−3.3% | Reduced |
| Blue Zone Wealth Advisors, LLC | 81,616 | $5.82M | 1.16% | +1,339+1.7% | Added |
| Tudor Investment Corp Et Al | 80,173 | $5.72M | 0.04% | +80,173 | New |
| First Eagle Investment Management, LLC | 79,851 | $5.69M | 0.01% | +300+0.4% | Added |
| Jain Global LLC | 78,008 | $5.56M | 0.07% | +78,008 | New |
| Great West Life Assurance Co | 76,598 | $5.54M | 0.01% | −315−0.4% | Reduced |
| Palisades Investment Partners, LLC | 76,337 | $5.44M | 2.14% | +335+0.4% | Added |
| Mackenzie Financial Corp | 75,311 | $5.37M | 0.01% | +65,438+662.8% | Added |
| New York State Common Retirement Fund | 73,910 | $5.27M | 0.01% | +14,025+23.4% | Added |
| ExodusPoint Capital Management, LP | 73,451 | $5.24M | 0.07% | +73,451 | New |
| EFG Asset Management (North America) Corp. | 72,808 | $5.19M | 0.67% | −7,661−9.5% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 69,181 | $4.93M | 0.02% | +1,678+2.5% | Added |
| California State Teachers Retirement System | 69,159 | $4.93M | 0.01% | +40.0% | Added |
| Empowered Funds, LLC | 65,419 | $4.67M | 0.05% | +14,682+28.9% | Added |
| LPL Financial LLC | 62,673 | $4.47M | 0.00% | +3,968+6.8% | Added |
| Schonfeld Strategic Advisors LLC | 62,305 | $4.44M | 0.03% | +31,212+100.4% | Added |
| Interval Partners, LP | 57,563 | $4.11M | 0.09% | −39,467−40.7% | Reduced |
| Two Sigma Advisers, LP | 56,900 | $4.06M | 0.01% | +5,100+9.8% | Added |
| Vestmark Advisory Solutions, Inc. | 54,157 | $3.86M | 0.07% | +2,534+4.9% | Added |
| Edgestream Partners, L.P. | 53,957 | $3.85M | 0.11% | +43,583+420.1% | Added |
| Thrivent Financial for Lutherans | 53,514 | $3.82M | 0.01% | −1,034−1.9% | Reduced |
| Oppenheimer Asset Management Inc. | 53,115 | $3.79M | 0.04% | +9,512+21.8% | Added |
| Wiley Bros.-Aintree Capital, LLC | 51,394 | $3.67M | 0.02% | +1,236+2.5% | Added |
| Park Circle Co | 50,176 | $3.58M | 3.11% | 00.0% | Unchanged |