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 |
|---|---|---|---|---|---|
| Essential Partners LLC | 2,211 | $157.7K | 0.05% | 00.0% | Unchanged |
| Huntington National Bank | 2,275 | $162.3K | 0.00% | 00.0% | Unchanged |
| Vise Technologies, Inc. | 2,896 | $206.6K | 0.01% | +2,896 | New |
| Tower Research Capital LLC (TRC) | 2,903 | $207.0K | 0.01% | −3,464−54.4% | Reduced |
| Parkside Financial Bank & Trust | 2,946 | $210.1K | 0.02% | 00.0% | Unchanged |
| Covestor Ltd | 2,973 | $212.0K | 0.12% | −177−5.6% | Reduced |
| Waterloo Capital, L.P. | 2,990 | $213.2K | 0.02% | +2,990 | New |
| Sage Rhino Capital LLC | 2,990 | $213.2K | 0.04% | +2,990 | New |
| Pallas Capital Advisors LLC | 3,012 | $214.8K | 0.01% | +3,012 | New |
| Evoke Wealth, LLC | 3,020 | $215.4K | 0.00% | +3,020 | New |
| HSBC Holdings PLC | 3,075 | $219.3K | 0.00% | −7,003−69.5% | Reduced |
| Colony Group, LLC | 3,122 | $222.7K | 0.00% | +3,122 | New |
| PharVision Advisers, LLC | 3,158 | $225.2K | 0.13% | +3,158 | New |
| GW Henssler & Associates Ltd | 3,252 | $231.9K | 0.01% | +3,252 | New |
| Simon Quick Advisors, LLC | 3,282 | $234.1K | 0.01% | 00.0% | Unchanged |
| Qsemble Capital Management, LP | 3,292 | $234.8K | 0.02% | −697−17.5% | Reduced |
| Venturi Wealth Management, LLC | 3,305 | $235.7K | 0.01% | 00.0% | Unchanged |
| SummitTX Capital, L.P. | 3,327 | $237.3K | 0.01% | −2,738−45.1% | Reduced |
| Legacy Capital Wealth Partners, LLC | 3,330 | $237.5K | 0.05% | +10+0.3% | Added |
| Profund Advisors LLC | 3,348 | $238.8K | 0.01% | −79−2.3% | Reduced |
| Swiss Life Asset Management Ltd | 3,421 | $244.0K | 0.00% | +3,421 | New |
| QRG Capital Management, Inc. | 3,493 | $249.1K | 0.00% | +3,493 | New |
| Nisa Investment Advisors, LLC | 3,524 | $251.3K | 0.00% | +283+8.7% | Added |
| AE Wealth Management LLC | 3,572 | $254.8K | 0.00% | +255+7.7% | Added |
| Equitable Holdings, Inc. | 3,580 | $255.3K | 0.00% | −500−12.3% | Reduced |
| Petros Family Wealth, LLC | 3,587 | $255.8K | 0.21% | −310−8.0% | Reduced |
| Portside Wealth Group, LLC | 3,821 | $272.5K | 0.04% | −133−3.4% | Reduced |
| Snowden Capital Advisors LLC | 3,973 | $283.4K | 0.01% | −96−2.4% | Reduced |
| Princeton Capital Management LLC | 4,000 | $285.3K | 0.08% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 4,007 | $286.0K | 0.00% | +506+14.5% | Added |
| Riverview Capital Advisers, LLC | 4,034 | $287.7K | 0.08% | 00.0% | Unchanged |
| Jackson Square Capital, LLC | 4,137 | $295.1K | 0.06% | +4,137 | New |
| CIBC Asset Management Inc | 4,396 | $313.5K | 0.00% | −64−1.4% | Reduced |
| Tritonpoint Wealth, LLC | 4,492 | $320.4K | 0.03% | 00.0% | Unchanged |
| Envestnet Portfolio Solutions, Inc. | 4,538 | $323.6K | 0.00% | −351−7.2% | Reduced |
| DGS Capital Management, LLC | 4,583 | $326.9K | 0.06% | +147+3.3% | Added |
| Jacobs Levy Equity Management, Inc | 4,675 | $333.4K | 0.00% | +4,675 | New |
| SRS Capital Advisors, Inc. | 4,777 | $340.7K | 0.00% | +4,482+1,519.3% | Added |
| Benjamin Edwards Inc | 4,787 | $341.4K | 0.00% | +4,787 | New |
| Rockefeller Capital Management L.P. | 4,964 | $354.1K | 0.00% | +4,964 | New |
| Fox Run Management, L.L.C. | 5,097 | $363.5K | 0.06% | +5,097 | New |
| Trajan Wealth LLC | 5,112 | $364.6K | 0.02% | −980−16.1% | Reduced |
| Everence Capital Management Inc | 5,190 | $370.0K | 0.02% | 00.0% | Unchanged |
| MQS Management LLC | 5,212 | $371.7K | 0.22% | +5,212 | New |
| Capital Investment Advisory Services, LLC | 5,214 | $371.9K | 0.03% | +3+0.1% | Added |
| Bank of Montreal | 5,252 | $374.6K | 0.00% | −6,836−56.6% | Reduced |
| Bridgefront Capital, LLC | 5,258 | $375.0K | 0.11% | +5,258 | New |
| New England Research & Management, Inc. | 5,425 | $386.9K | 0.18% | −9,950−64.7% | Reduced |
| Heritage Family Offices, LLP | 5,446 | $388.4K | 0.18% | +506+10.2% | Added |
| RSM US Wealth Management LLC | 5,500 | $392.3K | 0.01% | +146+2.7% | Added |
| Kestra Investment Management, LLC | 5,731 | $408.7K | 0.01% | −1,594−21.8% | Reduced |
| Advisory Services Network, LLC | 5,748 | $409.9K | 0.01% | +501+9.5% | Added |
| Merit Financial Group, LLC | 5,850 | $417.2K | 0.00% | +421+7.8% | Added |
| Xponance, Inc. | 5,863 | $418.1K | 0.00% | +69+1.2% | Added |
| Pinnacle Financial Partners Inc | 5,906 | $421.2K | 0.01% | +41+0.7% | Added |
| We Are One Seven, LLC | 5,934 | $423.2K | 0.01% | +5,934 | New |
| Gamco Investors, Inc. Et Al | 6,000 | $427.9K | 0.00% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 6,098 | $434.9K | 0.00% | +394+6.9% | Added |
| Ameritas Investment Partners, Inc. | 6,213 | $443.1K | 0.01% | −1,379−18.2% | Reduced |
| Alamea Verwaltungs GmbH | 6,273 | $447.4K | 0.31% | 00.0% | Unchanged |
| O'Rourke & Company, Inc | 6,517 | $464.8K | 0.19% | +21+0.3% | Added |
| Aviva PLC | 6,582 | $469.4K | 0.00% | −1,515−18.7% | Reduced |
| Financiere des Professionnels - Fonds d,investissement inc. | 6,603 | $470.9K | 0.03% | +6,603 | New |
| Fulton Bank, N.A. | 6,678 | $476.3K | 0.02% | +97+1.5% | Added |
| Keybank National Association | 6,686 | $476.8K | 0.00% | +9+0.1% | Added |
| D.A. Davidson & Co. | 6,766 | $482.6K | 0.00% | 00.0% | Unchanged |
| Pitcairn Co | 6,888 | $491.3K | 0.04% | −1,382−16.7% | Reduced |
| State of Wisconsin Investment Board | 7,114 | $507.4K | 0.00% | −6,093−46.1% | Reduced |
| Apollon Wealth Management, LLC | 7,241 | $516.4K | 0.01% | −466−6.0% | Reduced |
| CI Private Wealth, LLC | 7,304 | $520.9K | 0.00% | −10−0.1% | Reduced |
| SG Americas Securities, LLC | 7,307 | $521.0K | 0.00% | +4,770+188.0% | Added |
| Pensionmark Financial Group, LLC | 7,329 | $522.7K | 0.01% | +61+0.8% | Added |
| Caxton Associates LLP | 7,481 | $533.5K | 0.01% | +7,481 | New |
| Public Employees Retirement Association of Colorado | 7,648 | $545.0K | 0.00% | 00.0% | Unchanged |
| Creative Planning | 7,659 | $546.2K | 0.00% | +1,020+15.4% | Added |
| CIBC Bancorp USA Inc. | 7,927 | $565.4K | 0.00% | +7,927 | New |
| The PNC Financial Services Group, Inc. | 8,069 | $575.5K | 0.00% | −1,053−11.5% | Reduced |
| Commonwealth Equity Services, LLC | 8,078 | $576.0K | 0.00% | +2,540+45.9% | Added |
| MML Investors Services, LLC | 8,086 | $576.7K | 0.00% | −221−2.7% | Reduced |
| Mutual of America Capital Management LLC | 8,309 | $592.6K | 0.01% | −1,221−12.8% | Reduced |
| Trust Point Inc. | 8,667 | $618.1K | 0.05% | +1,783+25.9% | Added |
| Wesbanco Bank Inc | 8,709 | $621.1K | 0.02% | 00.0% | Unchanged |
| XTX Topco Ltd | 8,711 | $621.3K | 0.03% | −7,040−44.7% | Reduced |
| First National Advisers, LLC | 8,720 | $621.9K | 0.08% | +404+4.9% | Added |
| Peak Financial Advisors LLC | 8,779 | $626.1K | 0.30% | −35−0.4% | Reduced |
| Entropy Technologies, LP | 8,995 | $641.5K | 0.05% | +8,995 | New |
| Curated Wealth Partners LLC | 9,389 | $669.6K | 0.08% | +368+4.1% | Added |
| Brevan Howard Capital Management LP | 9,400 | $670.4K | 0.01% | +9,400 | New |
| Integrated Wealth Concepts LLC | 9,455 | $674.3K | 0.01% | +3,773+66.4% | Added |
| State of Wyoming | 9,459 | $674.6K | 0.08% | −768−7.5% | Reduced |
| Naples Global Advisors, LLC | 9,621 | $686.2K | 0.05% | −50−0.5% | Reduced |
| HRT Financial LP | 9,939 | $708.0K | 0.00% | +9,939 | New |
| US Bancorp | 10,081 | $719.0K | 0.00% | −117−1.1% | Reduced |
| CWM, LLC | 10,236 | $730.0K | 0.00% | +237+2.4% | Added |
| Captrust Financial Advisors | 10,246 | $730.7K | 0.00% | +217+2.2% | Added |
| Versor Investments LP | 10,300 | $734.6K | 0.14% | +10,300 | New |
| Cornerstone Investment Partners, LLC | 10,419 | $743.1K | 0.03% | +66+0.6% | Added |
| Truist Financial Corp | 10,639 | $758.8K | 0.00% | +621+6.2% | Added |
| Maryland State Retirement & Pension System | 10,664 | $760.6K | 0.02% | −11,137−51.1% | Reduced |
| Franklin Resources Inc | 10,669 | $760.9K | 0.00% | +6,354+147.3% | Added |