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 |
|---|---|---|---|---|---|
| Cetera Investment Advisers | 10,714 | $764.2K | 0.00% | +3,336+45.2% | Added |
| Pictet Asset Management Holding SA | 10,717 | $764.3K | 0.00% | +1,190+12.5% | Added |
| Susquehanna International Group, LLP | 10,902 | $777.5K | 0.00% | −80,647−88.1% | Reduced |
| Invst, LLC | 10,997 | $784.3K | 0.09% | −334−2.9% | Reduced |
| Sanctuary Advisors, LLC | 11,064 | $789.1K | 0.00% | +213+2.0% | Added |
| Geneos Wealth Management Inc. | 11,160 | $795.9K | 0.02% | −142−1.3% | Reduced |
| Quantum Private Wealth, LLC | 11,752 | $838.1K | 0.24% | 00.0% | Unchanged |
| Jane Street Group, LLC | 11,772 | $839.6K | 0.00% | +11,772 | New |
| Impact Capital Partners LLC | 12,000 | $855.8K | 0.26% | +147+1.2% | Added |
| Y-Intercept (Hong Kong) Ltd | 12,254 | $874.0K | 0.02% | −56,974−82.3% | Reduced |
| Mercer Global Advisors Inc | 12,675 | $904.0K | 0.00% | +2,333+22.6% | Added |
| Mariner, LLC | 12,856 | $916.9K | 0.00% | −2,723−17.5% | Reduced |
| Argent Trust Co | 13,297 | $948.3K | 0.03% | −266−2.0% | Reduced |
| J2 Capital Management Inc | 13,536 | $965.4K | 0.73% | +13,536 | New |
| Advisor Group Holdings, Inc. | 13,598 | $978.7K | 0.00% | −219−1.6% | Reduced |
| Drucker Wealth 3.0, LLC | 13,812 | $985.1K | 0.18% | +6,966+101.8% | Added |
| ProShare Advisors LLC | 14,005 | $998.8K | 0.00% | −2,590−15.6% | Reduced |
| Steward Partners Investment Advisory, LLC | 14,539 | $1.04M | 0.01% | +136+0.9% | Added |
| JustInvest LLC | 14,633 | $1.04M | 0.01% | +2,359+19.2% | Added |
| Jump Financial, LLC | 14,700 | $1.05M | 0.01% | +9,931+208.2% | Added |
| Virginia Retirement Systems Et Al | 14,700 | $1.05M | 0.01% | +14,700 | New |
| Harbor Advisors LLC | 14,800 | $1.06M | 0.16% | 00.0% | Unchanged |
| ISAM Funds (UK) Ltd | 15,300 | $1.09M | 0.22% | +15,300 | New |
| KLP Kapitalforvaltning AS | 15,500 | $1.11M | 0.00% | +800+5.4% | Added |
| Resources Investment Advisors, LLC. | 15,641 | $1.12M | 0.01% | −39−0.2% | Reduced |
| Handelsbanken Fonder AB | 15,951 | $1.14M | 0.00% | 00.0% | Unchanged |
| Legato Capital Management LLC | 16,590 | $1.18M | 0.13% | +11,043+199.1% | Added |
| SkyView Investment Advisors, LLC | 16,607 | $1.18M | 0.15% | +375+2.3% | Added |
| Oregon Public Employees Retirement Fund | 16,755 | $1.19M | 0.02% | −200−1.2% | Reduced |
| Campbell Newman Asset Management Inc | 17,158 | $1.22M | 0.09% | +71+0.4% | Added |
| Quantinno Capital Management LP | 17,450 | $1.24M | 0.00% | +8,619+97.6% | Added |
| Integrated Quantitative Investments LLC | 17,652 | $1.26M | 0.36% | +19+0.1% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 18,891 | $1.35M | 0.01% | −155−0.8% | Reduced |
| State Board of Administration of Florida Retirement System | 19,010 | $1.36M | 0.00% | −23−0.1% | Reduced |
| Cerity Partners LLC | 19,777 | $1.41M | 0.00% | −1,157−5.5% | Reduced |
| Teachers Retirement System of the State of Kentucky | 20,109 | $1.43M | 0.01% | 00.0% | Unchanged |
| STRS Ohio | 20,200 | $1.44M | 0.01% | −1,100−5.2% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 20,567 | $1.47M | 0.01% | +3,843+23.0% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 20,680 | $1.47M | 0.00% | 00.0% | Unchanged |
| Landscape Capital Management, L.L.C. | 21,090 | $1.50M | 0.10% | +21,090 | New |
| Greenwood Capital Associates LLC | 21,118 | $1.51M | 0.17% | −927−4.2% | Reduced |
| Amalgamated Bank | 21,233 | $1.51M | 0.01% | +220+1.0% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 21,642 | $1.54M | 0.00% | +12,866+146.6% | Added |
| Arizona State Retirement System | 21,951 | $1.57M | 0.01% | +1,344+6.5% | Added |
| Assenagon Asset Management S.A. | 22,368 | $1.60M | 0.00% | −3,640−14.0% | Reduced |
| Atria Investments LLC | 23,264 | $1.66M | 0.02% | −610−2.6% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 23,316 | $1.66M | 0.06% | −1,090−4.5% | Reduced |
| Yousif Capital Management, LLC | 23,735 | $1.69M | 0.02% | −4,662−16.4% | Reduced |
| Strata Wealth Advisors, LLC | 23,903 | $1.70M | 0.45% | −561−2.3% | Reduced |
| O'Shaughnessy Asset Management, LLC | 24,094 | $1.72M | 0.01% | +5,036+26.4% | Added |
| Gabelli Funds LLC | 24,550 | $1.75M | 0.01% | +300+1.2% | Added |
| M&T Bank Corp | 25,296 | $1.80M | 0.01% | −2,092−7.6% | Reduced |
| Diversify Advisory Services, LLC | 28,951 | $1.84M | 0.06% | +3,626+14.3% | Added |
| Intech Investment Management LLC | 27,218 | $1.94M | 0.02% | −2,036−7.0% | Reduced |
| Russell Investments Group, Ltd. | 27,321 | $1.95M | 0.00% | +6,749+32.8% | Added |
| Salvus Wealth Management, LLC | 27,550 | $1.96M | 1.10% | +100+0.4% | Added |
| Federated Hermes, Inc. | 27,786 | $1.98M | 0.00% | +1,215+4.6% | Added |
| Sandler Capital Management | 28,120 | $2.01M | 0.74% | +28,120 | New |
| Morningstar Investment Management LLC | 28,387 | $2.02M | 0.07% | +28,387 | New |
| New York State Teachers Retirement System | 28,479 | $2.03M | 0.00% | +4,247+17.5% | Added |
| Zacks Investment Management | 30,008 | $2.14M | 0.02% | +30,008 | New |
| Eagle Rock Investment Company, LLC | 30,105 | $2.15M | 0.32% | 00.0% | Unchanged |
| State of New Jersey Common Pension Fund D | 30,658 | $2.19M | 0.01% | −2,636−7.9% | Reduced |
| Janney Montgomery Scott LLC | 30,940 | $2.21M | 0.01% | +4,321+16.2% | Added |
| Toroso Investments, LLC | 31,039 | $2.21M | 0.01% | +1,848+6.3% | Added |
| First Trust Advisors LP | 31,709 | $2.26M | 0.00% | −15,416−32.7% | Reduced |
| AlTi Global, Inc. | 31,745 | $2.26M | 0.05% | −821−2.5% | Reduced |
| Cresset Asset Management, LLC | 32,830 | $2.34M | 0.01% | +1,678+5.4% | Added |
| Fred Alger Management, LLC | 32,969 | $2.35M | 0.01% | +68+0.2% | Added |
| Qube Research & Technologies Ltd | 33,032 | $2.36M | 0.00% | −248,250−88.3% | Reduced |
| Man Group plc | 33,284 | $2.37M | 0.00% | −26,168−44.0% | Reduced |
| Louisiana State Employees Retirement System | 34,100 | $2.43M | 0.04% | −600−1.7% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 34,547 | $2.46M | 0.00% | −6,188−15.2% | Reduced |
| Pathstone Holdings, LLC | 35,586 | $2.54M | 0.01% | +143+0.4% | Added |
| American Century Companies Inc | 35,716 | $2.55M | 0.00% | +27,831+353.0% | Added |
| Verition Fund Management LLC | 36,401 | $2.60M | 0.01% | +21,875+150.6% | Added |
| Moran Wealth Management, LLC | 37,988 | $2.71M | 0.08% | +156+0.4% | Added |
| Illinois Municipal Retirement Fund | 38,134 | $2.72M | 0.03% | +525+1.4% | Added |
| Ensign Peak Advisors, Inc | 38,420 | $2.74M | 0.00% | −48,880−56.0% | Reduced |
| Verdence Capital Advisors LLC | 39,305 | $2.83M | 0.16% | −53−0.1% | Reduced |
| State of Tennessee, Treasury Department | 40,239 | $2.87M | 0.01% | +10,305+34.4% | Added |
| State of Alaska, Department of Revenue | 40,368 | $2.88M | 0.03% | −3,833−8.7% | Reduced |
| Teacher Retirement System of Texas | 40,606 | $2.90M | 0.01% | −3,810−8.6% | Reduced |
| Squarepoint Ops LLC | 40,727 | $2.90M | 0.01% | −81−0.2% | Reduced |
| NewEdge Wealth, LLC | 46,669 | $2.97M | 0.04% | +1,428+3.2% | Added |
| Quest Partners LLC | 42,789 | $3.05M | 0.20% | +33,367+354.1% | Added |
| Two Sigma Investments, LP | 43,346 | $3.09M | 0.00% | +3,362+8.4% | Added |
| MetLife Investment Management | 43,590 | $3.11M | 0.01% | −733−1.7% | Reduced |
| Hilton Capital Management, LLC | 43,777 | $3.12M | 0.25% | +2,219+5.3% | Added |
| Comerica Bank | 44,587 | $3.18M | 0.01% | −3,727−7.7% | Reduced |
| First National Bank of Omaha | 44,755 | $3.19M | 0.20% | −803−1.8% | Reduced |
| Brinker Capital Investments, LLC | 46,158 | $3.29M | 0.03% | −2,198−4.5% | Reduced |
| Neuberger Berman Group LLC | 47,100 | $3.36M | 0.00% | −30−0.1% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 48,989 | $3.49M | 0.03% | +5,606+12.9% | Added |
| Citadel Advisors LLC | 49,266 | $3.51M | 0.00% | −1,279,080−96.3% | Reduced |
| BNP Paribas Arbitrage, SA | 49,307 | $3.52M | 0.00% | −6,448−11.6% | Reduced |
| Park Circle Co | 50,176 | $3.58M | 3.11% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 51,394 | $3.67M | 0.02% | +1,236+2.5% | Added |
| Oppenheimer Asset Management Inc. | 53,115 | $3.79M | 0.04% | +9,512+21.8% | Added |
| Thrivent Financial for Lutherans | 53,514 | $3.82M | 0.01% | −1,034−1.9% | Reduced |