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 |
|---|---|---|---|---|---|
| Edgestream Partners, L.P. | 53,957 | $3.85M | 0.11% | +43,583+420.1% | Added |
| Vestmark Advisory Solutions, Inc. | 54,157 | $3.86M | 0.07% | +2,534+4.9% | Added |
| Two Sigma Advisers, LP | 56,900 | $4.06M | 0.01% | +5,100+9.8% | Added |
| Interval Partners, LP | 57,563 | $4.11M | 0.09% | −39,467−40.7% | Reduced |
| Schonfeld Strategic Advisors LLC | 62,305 | $4.44M | 0.03% | +31,212+100.4% | Added |
| LPL Financial LLC | 62,673 | $4.47M | 0.00% | +3,968+6.8% | Added |
| Empowered Funds, LLC | 65,419 | $4.67M | 0.05% | +14,682+28.9% | Added |
| California State Teachers Retirement System | 69,159 | $4.93M | 0.01% | +40.0% | Added |
| Mirae Asset Global Investments Co., Ltd. | 69,181 | $4.93M | 0.02% | +1,678+2.5% | Added |
| EFG Asset Management (North America) Corp. | 72,808 | $5.19M | 0.67% | −7,661−9.5% | Reduced |
| ExodusPoint Capital Management, LP | 73,451 | $5.24M | 0.07% | +73,451 | New |
| New York State Common Retirement Fund | 73,910 | $5.27M | 0.01% | +14,025+23.4% | Added |
| Mackenzie Financial Corp | 75,311 | $5.37M | 0.01% | +65,438+662.8% | Added |
| Palisades Investment Partners, LLC | 76,337 | $5.44M | 2.14% | +335+0.4% | Added |
| Great West Life Assurance Co | 76,598 | $5.54M | 0.01% | −315−0.4% | Reduced |
| Jain Global LLC | 78,008 | $5.56M | 0.07% | +78,008 | New |
| First Eagle Investment Management, LLC | 79,851 | $5.69M | 0.01% | +300+0.4% | Added |
| Tudor Investment Corp Et Al | 80,173 | $5.72M | 0.04% | +80,173 | New |
| Blue Zone Wealth Advisors, LLC | 81,616 | $5.82M | 1.16% | +1,339+1.7% | Added |
| Callan Family Office, LLC | 81,901 | $5.84M | 0.19% | −2,802−3.3% | Reduced |
| Diversify Wealth Management, LLC | 93,764 | $5.94M | 0.34% | +4,575+5.1% | Added |
| Alps Advisors Inc | 85,598 | $6.10M | 0.03% | +85,598 | New |
| Millennium Management LLC | 85,729 | $6.11M | 0.00% | +85,729 | New |
| Victory Capital Management Inc | 90,553 | $6.46M | 0.00% | −2,584−2.8% | Reduced |
| Alliancebernstein L.P. | 91,351 | $6.52M | 0.00% | +141+0.2% | Added |
| Aquatic Capital Management LLC | 99,199 | $7.07M | 0.13% | +52,229+111.2% | Added |
| Regions Financial Corp | 99,300 | $7.08M | 0.05% | +759+0.8% | Added |
| Prudential Financial Inc | 99,872 | $7.12M | 0.01% | +22,805+29.6% | Added |
| Los Angeles Capital Management LLC | 106,661 | $7.61M | 0.03% | +57,281+116.0% | Added |
| Citigroup Inc | 107,810 | $7.69M | 0.01% | −19,034−15.0% | Reduced |
| Eisler Capital Management Ltd. | 110,089 | $7.84M | 0.18% | +110,089 | New |
| Royce & Associates LP | 112,011 | $7.99M | 0.08% | +18,142+19.3% | Added |
| Nicholas Investment Partners, LP | 119,117 | $8.50M | 0.65% | +95,031+394.5% | Added |
| Barclays PLC | 121,127 | $8.64M | 0.00% | −42,530−26.0% | Reduced |
| UBS Asset Management Americas Inc | 137,684 | $9.82M | 0.00% | −113,026−45.1% | Reduced |
| Stifel Financial Corp | 138,224 | $9.86M | 0.01% | −1,752−1.3% | Reduced |
| FMR LLC | 141,255 | $10.1M | 0.00% | +8,223+6.2% | Added |
| Pier Capital, LLC | 142,560 | $10.2M | 1.59% | −7,518−5.0% | Reduced |
| Swiss National Bank | 143,800 | $10.3M | 0.01% | +8,900+6.6% | Added |
| Susquehanna Portfolio Strategies, LLC | 158,556 | $11.3M | 0.18% | +7,730+5.1% | Added |
| Winslow Asset Management Inc | 168,678 | $12.0M | 2.26% | −1,873−1.1% | Reduced |
| AQR Capital Management LLC | 187,048 | $13.3M | 0.01% | −22,542−10.8% | Reduced |
| Canada Pension Plan Investment Board | 193,200 | $13.8M | 0.01% | +30,100+18.5% | Added |
| Invesco Ltd. | 209,371 | $14.9M | 0.00% | −243,151−53.7% | Reduced |
| Rhumbline Advisers | 210,800 | $15.0M | 0.01% | −420−0.2% | Reduced |
| Legal & General Group Plc | 213,002 | $15.2M | 0.00% | −1,301−0.6% | Reduced |
| Azora Capital LP | 223,470 | $15.9M | 0.74% | −526,888−70.2% | Reduced |
| Capital Management Corp | 228,327 | $16.3M | 2.56% | −17,824−7.2% | Reduced |
| Cramer Rosenthal McGlynn LLC | 240,796 | $17.2M | 1.10% | +45,458+23.3% | Added |
| Janus Henderson Group PLC | 245,380 | $17.5M | 0.01% | +214,654+698.6% | Added |
| Deutsche Bank AG | 259,439 | $18.5M | 0.01% | −9,936−3.7% | Reduced |
| Emerald Mutual Fund Advisers Trust | 273,351 | $19.5M | 1.01% | +5,900+2.2% | Added |
| Public Sector Pension Investment Board | 289,371 | $20.6M | 0.08% | +36,431+14.4% | Added |
| Axiom Investors LLC | 312,770 | $22.3M | 0.16% | +122,020+64.0% | Added |
| Nuveen, LLC | 315,535 | $22.5M | 0.01% | −1,704−0.5% | Reduced |
| SEI Investments Co | 325,456 | $23.2M | 0.02% | +19,493+6.4% | Added |
| Wealth Enhancement Advisory Services, LLC | 354,658 | $23.7M | 0.04% | +17,740+5.3% | Added |
| Principal Financial Group Inc | 358,695 | $25.6M | 0.01% | −9,339−2.5% | Reduced |
| Renaissance Technologies LLC | 369,444 | $26.3M | 0.03% | −202,700−35.4% | Reduced |
| Envestnet Asset Management Inc | 389,739 | $27.8M | 0.01% | +7,639+2.0% | Added |
| Tributary Capital Management, LLC | 396,800 | $28.3M | 2.56% | −18,164−4.4% | Reduced |
| Artisan Partners Limited Partnership | 407,894 | $29.1M | 0.04% | −22,660−5.3% | Reduced |
| Raymond James Financial Inc | 437,145 | $31.2M | 0.01% | +34,931+8.7% | Added |
| Emerald Advisers, LLC | 451,497 | $32.2M | 1.03% | −6,509−1.4% | Reduced |
| Fisher Asset Management, LLC | 491,470 | $35.1M | 0.01% | +141,221+40.3% | Added |
| Bamco Inc | 525,778 | $37.5M | 0.10% | −1,408−0.3% | Reduced |
| Manufacturers Life Insurance Company, The | 541,699 | $38.6M | 0.03% | −119,895−18.1% | Reduced |
| Voya Investment Management LLC | 565,727 | $40.3M | 0.04% | +63,537+12.7% | Added |
| UBS Group AG | 681,668 | $48.6M | 0.01% | +227,232+50.0% | Added |
| Lord, Abbett & Co. LLC | 694,729 | $49.5M | 0.15% | −209,534−23.2% | Reduced |
| Royal Bank of Canada | 706,886 | $50.4M | 0.01% | +70,139+11.0% | Added |
| Capital World Investors | 719,000 | $51.3M | 0.01% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 751,452 | $53.6M | 0.01% | +694,320+1,215.3% | Added |
| Heard Capital LLC | 756,540 | $54.0M | 2.62% | −163,700−17.8% | Reduced |
| Bank of America Corp | 772,399 | $55.1M | 0.00% | +142,113+22.5% | Added |
| Morgan Stanley | 837,248 | $59.7M | 0.00% | +119,787+16.7% | Added |
| Northern Trust Corp | 862,180 | $61.5M | 0.01% | −3,225−0.4% | Reduced |
| Jennison Associates LLC | 898,056 | $64.0M | 0.04% | +226,625+33.8% | Added |
| Natixis Advisors, L.P. | 918,876 | $65.5M | 0.10% | +135,450+17.3% | Added |
| Wells Fargo & Company | 924,514 | $65.9M | 0.01% | −15,291−1.6% | Reduced |
| JPMorgan Chase & Co | 962,778 | $68.7M | 0.00% | +17,220+1.8% | Added |
| Dimensional Fund Advisors LP | 1,111,459 | $79.3M | 0.02% | +70,864+6.8% | Added |
| Bank of New York Mellon Corp | 1,235,998 | $88.2M | 0.02% | +584,666+89.8% | Added |
| HighTower Advisors, LLC | 1,256,324 | $89.6M | 0.10% | +196,030+18.5% | Added |
| Madison Asset Management, LLC | 1,284,261 | $91.6M | 1.01% | −11,023−0.9% | Reduced |
| Timucuan Asset Management Inc | 1,421,715 | $101.4M | 2.97% | −2,812−0.2% | Reduced |
| Goldman Sachs Group Inc | 1,787,107 | $127.5M | 0.02% | −126,184−6.6% | Reduced |
| Geode Capital Management, LLC | 2,084,422 | $148.7M | 0.01% | +31,560+1.5% | Added |
| Ameriprise Financial Inc | 2,271,903 | $162.0M | 0.04% | −124,327−5.2% | Reduced |
| State Street Corp | 2,886,158 | $205.8M | 0.01% | +23,821+0.8% | Added |
| Charles Schwab Investment Management Inc | 3,127,782 | $223.1M | 0.04% | +47,659+1.5% | Added |
| London Co of Virginia | 3,265,878 | $232.9M | 1.29% | −151,120−4.4% | Reduced |
| Wasatch Advisors Inc | 3,304,180 | $235.7M | 1.27% | +458,575+16.1% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 6,457,415 | $460.5M | 1.12% | −310,861−4.6% | Reduced |
| Vanguard Group Inc | 8,732,435 | $622.8M | 0.01% | −117,172−1.3% | Reduced |
| BlackRock, Inc. | 8,820,661 | $629.1M | 0.01% | +31,684+0.4% | Added |
| Limestone Investment Advisors LP | 1,000 | – | – | +1,000 | New |
| Hudson Bay Capital Management LP | 0 | $0 | 0.00% | −126,163−100.0% | Sold out |
| Lighthouse Investment Partners, LLC | 0 | $0 | 0.00% | −70,077−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −67,023−100.0% | Sold out |