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 |
|---|---|---|---|---|---|
| Cloud Capital Management, LLC | 6 | $0 | 0.00% | +6 | New |
| ORG Partners LLC | 0 | $63 | 0.00% | 0 | Unchanged |
| CIBC Private Wealth Group, LLC | 1 | $71 | 0.00% | −8−88.9% | Reduced |
| Bay Harbor Wealth Management, LLC | 1 | $71 | 0.00% | +1 | New |
| Rialto Wealth Management, LLC | 2 | $143 | 0.00% | +1+100.0% | Added |
| HFM Investment Advisors, LLC | 2 | $143 | 0.00% | +1+100.0% | Added |
| SJS Investment Consulting Inc. | 3 | $214 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 3 | $214 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 3 | $214 | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 5 | $357 | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 5 | $357 | 0.00% | +5 | New |
| Grey Fox Wealth Advisors, LLC | 5 | $357 | 0.00% | +5 | New |
| S&T Bank | 6 | $428 | 0.00% | +1+20.0% | Added |
| Rossby Financial, LCC | 8 | $550 | 0.00% | +8 | New |
| Hughes Financial Services, LLC | 10 | $634 | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 11 | $785 | 0.00% | +8+266.7% | Added |
| Financial Management Professionals, Inc. | 14 | $998 | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 22 | $1.00K | 0.00% | +16+266.7% | Added |
| Atlantic Trust, LLC | 18 | $1.28K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 20 | $1.43K | 0.00% | −1−4.8% | Reduced |
| Binnacle Investments Inc | 25 | $1.78K | 0.00% | +25 | New |
| Assetmark, Inc | 28 | $2.00K | 0.00% | −3−9.7% | Reduced |
| Westside Investment Management, Inc. | 29 | $2.07K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 31 | $2.21K | 0.00% | +31 | New |
| Palisade Asset Management, LLC | 36 | $2.57K | 0.00% | +36 | New |
| CVA Family Office, LLC | 39 | $2.78K | 0.00% | +26+200.0% | Added |
| Sound Income Strategies, LLC | 44 | $2.89K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 43 | $3.07K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 45 | $3.21K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 54 | $3.85K | 0.00% | +54 | New |
| Key Financial Inc | 59 | $4.05K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 57 | $4.07K | 0.00% | +57 | New |
| NBT Bank N A | 71 | $4.27K | 0.00% | +12+20.3% | Added |
| High Note Wealth, LLC | 68 | $4.85K | 0.00% | +3+4.6% | Added |
| Bell Investment Advisors, Inc | 69 | $4.92K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 72 | $5.13K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 78 | $5.56K | 0.00% | +78 | New |
| Spire Wealth Management | 84 | $5.99K | 0.00% | +2+2.4% | Added |
| Clearstead Advisors, LLC | 89 | $6.35K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 93 | $7.00K | 0.00% | −3−3.1% | Reduced |
| Danske Bank A/S | 100 | $7.13K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 100 | $7.13K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 105 | $7.49K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 120 | $8.56K | 0.00% | −25−17.2% | Reduced |
| Principal Securities, Inc. | 131 | $9.34K | 0.00% | +16+13.9% | Added |
| Stone House Investment Management, LLC | 137 | $9.77K | 0.00% | +10+7.9% | Added |
| Optiver Holding B.V. | 139 | $9.91K | 0.00% | +139 | New |
| Bare Financial Services, Inc | 141 | $10.1K | 0.00% | +8+6.0% | Added |
| Private Wealth Management Group, LLC | 147 | $10.5K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 180 | $12.8K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 182 | $13.0K | 0.00% | +1+0.6% | Added |
| Capital Advisors, Ltd. LLC | 200 | $14.0K | 0.00% | 00.0% | Unchanged |
| United Community Bank | 205 | $14.6K | 0.00% | +205 | New |
| Wealthspire Advisors, LLC | 215 | $15.3K | 0.00% | +215 | New |
| SBI Securities Co., Ltd. | 225 | $16.0K | 0.00% | +4+1.8% | Added |
| WPG Advisers, LLC | 229 | $16.3K | 0.01% | +66+40.5% | Added |
| Trust Co of Vermont | 250 | $17.8K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 253 | $18.0K | 0.00% | +163+181.1% | Added |
| Brown Brothers Harriman & Co | 257 | $18.3K | 0.00% | +257 | New |
| Larson Financial Group LLC | 261 | $18.6K | 0.00% | +28+12.0% | Added |
| LRI Investments, LLC | 295 | $21.0K | 0.00% | +192+186.4% | Added |
| Cullen/Frost Bankers, Inc. | 317 | $22.6K | 0.00% | +276+673.2% | Added |
| Ci Investments Inc. | 324 | $23.0K | 0.00% | −379−53.9% | Reduced |
| Colonial Trust Co | 326 | $23.3K | 0.00% | +2+0.6% | Added |
| Fifth Third Bancorp | 341 | $24.3K | 0.00% | +1+0.3% | Added |
| City State Bank | 350 | $25.0K | 0.01% | 00.0% | Unchanged |
| Bessemer Group Inc | 389 | $28.0K | 0.00% | +184+89.8% | Added |
| Crewe Advisors LLC | 415 | $29.6K | 0.00% | +415 | New |
| Allworth Financial LP | 419 | $29.9K | 0.00% | +254+153.9% | Added |
| Farther Finance Advisors, LLC | 472 | $33.7K | 0.00% | +138+41.3% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 503 | $36.0K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 516 | $36.8K | 0.01% | +489+1,811.1% | Added |
| Global Retirement Partners, LLC | 544 | $38.8K | 0.00% | +276+103.0% | Added |
| Northwestern Mutual Wealth Management Co | 548 | $39.1K | 0.00% | +455+489.2% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 568 | $41.0K | 0.00% | +55+10.7% | Added |
| Massmutual Trust Co FSB | 576 | $41.1K | 0.00% | +36+6.7% | Added |
| Private Trust Co NA | 599 | $42.7K | 0.00% | +183+44.0% | Added |
| Umb Bank N A | 622 | $44.4K | 0.00% | +63+11.3% | Added |
| Nomura Asset Management Co Ltd | 630 | $44.9K | 0.00% | +250+65.8% | Added |
| Salomon & Ludwin, LLC | 679 | $46.4K | 0.00% | +679 | New |
| HM Payson & Co | 679 | $48.4K | 0.00% | +37+5.8% | Added |
| EverSource Wealth Advisors, LLC | 708 | $50.5K | 0.00% | +111+18.6% | Added |
| Simplex Trading, LLC | 808 | $57.0K | 0.00% | +808 | New |
| GWM Advisors LLC | 902 | $64.3K | 0.00% | +704+355.6% | Added |
| Versant Capital Management, Inc | 949 | $67.7K | 0.01% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 1,062 | $75.7K | 0.04% | +67+6.7% | Added |
| IFP Advisors, Inc | 1,091 | $77.8K | 0.00% | +62+6.0% | Added |
| Public Employees Retirement System of Ohio | 1,113 | $79.4K | 0.00% | +39+3.6% | Added |
| Signaturefd, LLC | 1,160 | $82.7K | 0.00% | +7+0.6% | Added |
| Parallel Advisors, LLC | 1,283 | $91.5K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 1,510 | $107.7K | 0.01% | +302+25.0% | Added |
| Penserra Capital Management LLC | 1,602 | $114.0K | 0.00% | +1,602 | New |
| Jones Financial Companies LLLP | 1,624 | $117.5K | 0.00% | +210+14.9% | Added |
| Atlantic Union Bankshares Corp | 1,683 | $120.0K | 0.00% | +1,683 | New |
| Whittier Trust Co of Nevada Inc | 1,849 | $126.2K | 0.00% | +750+68.2% | Added |
| New Age Alpha Advisors, LLC | 1,803 | $128.6K | 0.01% | −37−2.0% | Reduced |
| Smartleaf Asset Management LLC | 1,865 | $134.8K | 0.01% | +263+16.4% | Added |
| Vestcor Inc | 1,937 | $138.0K | 0.00% | −3,069−61.3% | Reduced |
| KBC Group NV | 2,015 | $144.0K | 0.00% | 00.0% | Unchanged |