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 |
|---|---|---|---|---|---|
| BNP Paribas Arbitrage, SA | 49,307 | $3.52M | 0.00% | −6,448−11.6% | Reduced |
| Citadel Advisors LLC | 49,266 | $3.51M | 0.00% | −1,279,080−96.3% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 48,989 | $3.49M | 0.03% | +5,606+12.9% | Added |
| Neuberger Berman Group LLC | 47,100 | $3.36M | 0.00% | −30−0.1% | Reduced |
| Brinker Capital Investments, LLC | 46,158 | $3.29M | 0.03% | −2,198−4.5% | Reduced |
| First National Bank of Omaha | 44,755 | $3.19M | 0.20% | −803−1.8% | Reduced |
| Comerica Bank | 44,587 | $3.18M | 0.01% | −3,727−7.7% | Reduced |
| Hilton Capital Management, LLC | 43,777 | $3.12M | 0.25% | +2,219+5.3% | Added |
| MetLife Investment Management | 43,590 | $3.11M | 0.01% | −733−1.7% | Reduced |
| Two Sigma Investments, LP | 43,346 | $3.09M | 0.00% | +3,362+8.4% | Added |
| Quest Partners LLC | 42,789 | $3.05M | 0.20% | +33,367+354.1% | Added |
| NewEdge Wealth, LLC | 46,669 | $2.97M | 0.04% | +1,428+3.2% | Added |
| Squarepoint Ops LLC | 40,727 | $2.90M | 0.01% | −81−0.2% | Reduced |
| Teacher Retirement System of Texas | 40,606 | $2.90M | 0.01% | −3,810−8.6% | Reduced |
| State of Alaska, Department of Revenue | 40,368 | $2.88M | 0.03% | −3,833−8.7% | Reduced |
| State of Tennessee, Treasury Department | 40,239 | $2.87M | 0.01% | +10,305+34.4% | Added |
| Verdence Capital Advisors LLC | 39,305 | $2.83M | 0.16% | −53−0.1% | Reduced |
| Ensign Peak Advisors, Inc | 38,420 | $2.74M | 0.00% | −48,880−56.0% | Reduced |
| Illinois Municipal Retirement Fund | 38,134 | $2.72M | 0.03% | +525+1.4% | Added |
| Moran Wealth Management, LLC | 37,988 | $2.71M | 0.08% | +156+0.4% | Added |
| Verition Fund Management LLC | 36,401 | $2.60M | 0.01% | +21,875+150.6% | Added |
| American Century Companies Inc | 35,716 | $2.55M | 0.00% | +27,831+353.0% | Added |
| Pathstone Holdings, LLC | 35,586 | $2.54M | 0.01% | +143+0.4% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 34,547 | $2.46M | 0.00% | −6,188−15.2% | Reduced |
| Louisiana State Employees Retirement System | 34,100 | $2.43M | 0.04% | −600−1.7% | Reduced |
| Man Group plc | 33,284 | $2.37M | 0.00% | −26,168−44.0% | Reduced |
| Qube Research & Technologies Ltd | 33,032 | $2.36M | 0.00% | −248,250−88.3% | Reduced |
| Fred Alger Management, LLC | 32,969 | $2.35M | 0.01% | +68+0.2% | Added |
| Cresset Asset Management, LLC | 32,830 | $2.34M | 0.01% | +1,678+5.4% | Added |
| AlTi Global, Inc. | 31,745 | $2.26M | 0.05% | −821−2.5% | Reduced |
| First Trust Advisors LP | 31,709 | $2.26M | 0.00% | −15,416−32.7% | Reduced |
| Toroso Investments, LLC | 31,039 | $2.21M | 0.01% | +1,848+6.3% | Added |
| Janney Montgomery Scott LLC | 30,940 | $2.21M | 0.01% | +4,321+16.2% | Added |
| State of New Jersey Common Pension Fund D | 30,658 | $2.19M | 0.01% | −2,636−7.9% | Reduced |
| Eagle Rock Investment Company, LLC | 30,105 | $2.15M | 0.32% | 00.0% | Unchanged |
| Zacks Investment Management | 30,008 | $2.14M | 0.02% | +30,008 | New |
| New York State Teachers Retirement System | 28,479 | $2.03M | 0.00% | +4,247+17.5% | Added |
| Morningstar Investment Management LLC | 28,387 | $2.02M | 0.07% | +28,387 | New |
| Sandler Capital Management | 28,120 | $2.01M | 0.74% | +28,120 | New |
| Federated Hermes, Inc. | 27,786 | $1.98M | 0.00% | +1,215+4.6% | Added |
| Salvus Wealth Management, LLC | 27,550 | $1.96M | 1.10% | +100+0.4% | Added |
| Russell Investments Group, Ltd. | 27,321 | $1.95M | 0.00% | +6,749+32.8% | Added |
| Intech Investment Management LLC | 27,218 | $1.94M | 0.02% | −2,036−7.0% | Reduced |
| Diversify Advisory Services, LLC | 28,951 | $1.84M | 0.06% | +3,626+14.3% | Added |
| M&T Bank Corp | 25,296 | $1.80M | 0.01% | −2,092−7.6% | Reduced |
| Gabelli Funds LLC | 24,550 | $1.75M | 0.01% | +300+1.2% | Added |
| O'Shaughnessy Asset Management, LLC | 24,094 | $1.72M | 0.01% | +5,036+26.4% | Added |
| Strata Wealth Advisors, LLC | 23,903 | $1.70M | 0.45% | −561−2.3% | Reduced |
| Yousif Capital Management, LLC | 23,735 | $1.69M | 0.02% | −4,662−16.4% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 23,316 | $1.66M | 0.06% | −1,090−4.5% | Reduced |
| Atria Investments LLC | 23,264 | $1.66M | 0.02% | −610−2.6% | Reduced |
| Assenagon Asset Management S.A. | 22,368 | $1.60M | 0.00% | −3,640−14.0% | Reduced |
| Arizona State Retirement System | 21,951 | $1.57M | 0.01% | +1,344+6.5% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 21,642 | $1.54M | 0.00% | +12,866+146.6% | Added |
| Amalgamated Bank | 21,233 | $1.51M | 0.01% | +220+1.0% | Added |
| Greenwood Capital Associates LLC | 21,118 | $1.51M | 0.17% | −927−4.2% | Reduced |
| Landscape Capital Management, L.L.C. | 21,090 | $1.50M | 0.10% | +21,090 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 20,680 | $1.47M | 0.00% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 20,567 | $1.47M | 0.01% | +3,843+23.0% | Added |
| STRS Ohio | 20,200 | $1.44M | 0.01% | −1,100−5.2% | Reduced |
| Teachers Retirement System of the State of Kentucky | 20,109 | $1.43M | 0.01% | 00.0% | Unchanged |
| Cerity Partners LLC | 19,777 | $1.41M | 0.00% | −1,157−5.5% | Reduced |
| State Board of Administration of Florida Retirement System | 19,010 | $1.36M | 0.00% | −23−0.1% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 18,891 | $1.35M | 0.01% | −155−0.8% | Reduced |
| Integrated Quantitative Investments LLC | 17,652 | $1.26M | 0.36% | +19+0.1% | Added |
| Quantinno Capital Management LP | 17,450 | $1.24M | 0.00% | +8,619+97.6% | Added |
| Campbell Newman Asset Management Inc | 17,158 | $1.22M | 0.09% | +71+0.4% | Added |
| Oregon Public Employees Retirement Fund | 16,755 | $1.19M | 0.02% | −200−1.2% | Reduced |
| SkyView Investment Advisors, LLC | 16,607 | $1.18M | 0.15% | +375+2.3% | Added |
| Legato Capital Management LLC | 16,590 | $1.18M | 0.13% | +11,043+199.1% | Added |
| Handelsbanken Fonder AB | 15,951 | $1.14M | 0.00% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 15,641 | $1.12M | 0.01% | −39−0.2% | Reduced |
| KLP Kapitalforvaltning AS | 15,500 | $1.11M | 0.00% | +800+5.4% | Added |
| ISAM Funds (UK) Ltd | 15,300 | $1.09M | 0.22% | +15,300 | New |
| Harbor Advisors LLC | 14,800 | $1.06M | 0.16% | 00.0% | Unchanged |
| 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 |
| JustInvest LLC | 14,633 | $1.04M | 0.01% | +2,359+19.2% | Added |
| Steward Partners Investment Advisory, LLC | 14,539 | $1.04M | 0.01% | +136+0.9% | Added |
| ProShare Advisors LLC | 14,005 | $998.8K | 0.00% | −2,590−15.6% | Reduced |
| Drucker Wealth 3.0, LLC | 13,812 | $985.1K | 0.18% | +6,966+101.8% | Added |
| Advisor Group Holdings, Inc. | 13,598 | $978.7K | 0.00% | −219−1.6% | Reduced |
| J2 Capital Management Inc | 13,536 | $965.4K | 0.73% | +13,536 | New |
| Argent Trust Co | 13,297 | $948.3K | 0.03% | −266−2.0% | Reduced |
| Mariner, LLC | 12,856 | $916.9K | 0.00% | −2,723−17.5% | Reduced |
| Mercer Global Advisors Inc | 12,675 | $904.0K | 0.00% | +2,333+22.6% | Added |
| Y-Intercept (Hong Kong) Ltd | 12,254 | $874.0K | 0.02% | −56,974−82.3% | Reduced |
| Impact Capital Partners LLC | 12,000 | $855.8K | 0.26% | +147+1.2% | Added |
| Jane Street Group, LLC | 11,772 | $839.6K | 0.00% | +11,772 | New |
| Quantum Private Wealth, LLC | 11,752 | $838.1K | 0.24% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 11,160 | $795.9K | 0.02% | −142−1.3% | Reduced |
| Sanctuary Advisors, LLC | 11,064 | $789.1K | 0.00% | +213+2.0% | Added |
| Invst, LLC | 10,997 | $784.3K | 0.09% | −334−2.9% | Reduced |
| Susquehanna International Group, LLP | 10,902 | $777.5K | 0.00% | −80,647−88.1% | Reduced |
| Pictet Asset Management Holding SA | 10,717 | $764.3K | 0.00% | +1,190+12.5% | Added |
| Cetera Investment Advisers | 10,714 | $764.2K | 0.00% | +3,336+45.2% | Added |
| Franklin Resources Inc | 10,669 | $760.9K | 0.00% | +6,354+147.3% | Added |
| Maryland State Retirement & Pension System | 10,664 | $760.6K | 0.02% | −11,137−51.1% | Reduced |
| Truist Financial Corp | 10,639 | $758.8K | 0.00% | +621+6.2% | Added |
| Cornerstone Investment Partners, LLC | 10,419 | $743.1K | 0.03% | +66+0.6% | Added |