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 |
|---|---|---|---|---|---|
| Versor Investments LP | 10,300 | $734.6K | 0.14% | +10,300 | New |
| Captrust Financial Advisors | 10,246 | $730.7K | 0.00% | +217+2.2% | Added |
| CWM, LLC | 10,236 | $730.0K | 0.00% | +237+2.4% | Added |
| US Bancorp | 10,081 | $719.0K | 0.00% | −117−1.1% | Reduced |
| HRT Financial LP | 9,939 | $708.0K | 0.00% | +9,939 | New |
| Naples Global Advisors, LLC | 9,621 | $686.2K | 0.05% | −50−0.5% | Reduced |
| State of Wyoming | 9,459 | $674.6K | 0.08% | −768−7.5% | Reduced |
| Integrated Wealth Concepts LLC | 9,455 | $674.3K | 0.01% | +3,773+66.4% | Added |
| Brevan Howard Capital Management LP | 9,400 | $670.4K | 0.01% | +9,400 | New |
| Curated Wealth Partners LLC | 9,389 | $669.6K | 0.08% | +368+4.1% | Added |
| Entropy Technologies, LP | 8,995 | $641.5K | 0.05% | +8,995 | New |
| Peak Financial Advisors LLC | 8,779 | $626.1K | 0.30% | −35−0.4% | Reduced |
| First National Advisers, LLC | 8,720 | $621.9K | 0.08% | +404+4.9% | Added |
| XTX Topco Ltd | 8,711 | $621.3K | 0.03% | −7,040−44.7% | Reduced |
| Wesbanco Bank Inc | 8,709 | $621.1K | 0.02% | 00.0% | Unchanged |
| Trust Point Inc. | 8,667 | $618.1K | 0.05% | +1,783+25.9% | Added |
| Mutual of America Capital Management LLC | 8,309 | $592.6K | 0.01% | −1,221−12.8% | Reduced |
| MML Investors Services, LLC | 8,086 | $576.7K | 0.00% | −221−2.7% | Reduced |
| Commonwealth Equity Services, LLC | 8,078 | $576.0K | 0.00% | +2,540+45.9% | Added |
| The PNC Financial Services Group, Inc. | 8,069 | $575.5K | 0.00% | −1,053−11.5% | Reduced |
| CIBC Bancorp USA Inc. | 7,927 | $565.4K | 0.00% | +7,927 | New |
| Creative Planning | 7,659 | $546.2K | 0.00% | +1,020+15.4% | Added |
| Public Employees Retirement Association of Colorado | 7,648 | $545.0K | 0.00% | 00.0% | Unchanged |
| Caxton Associates LLP | 7,481 | $533.5K | 0.01% | +7,481 | New |
| Pensionmark Financial Group, LLC | 7,329 | $522.7K | 0.01% | +61+0.8% | Added |
| SG Americas Securities, LLC | 7,307 | $521.0K | 0.00% | +4,770+188.0% | Added |
| CI Private Wealth, LLC | 7,304 | $520.9K | 0.00% | −10−0.1% | Reduced |
| Apollon Wealth Management, LLC | 7,241 | $516.4K | 0.01% | −466−6.0% | Reduced |
| State of Wisconsin Investment Board | 7,114 | $507.4K | 0.00% | −6,093−46.1% | Reduced |
| Pitcairn Co | 6,888 | $491.3K | 0.04% | −1,382−16.7% | Reduced |
| D.A. Davidson & Co. | 6,766 | $482.6K | 0.00% | 00.0% | Unchanged |
| Keybank National Association | 6,686 | $476.8K | 0.00% | +9+0.1% | Added |
| Fulton Bank, N.A. | 6,678 | $476.3K | 0.02% | +97+1.5% | Added |
| Financiere des Professionnels - Fonds d,investissement inc. | 6,603 | $470.9K | 0.03% | +6,603 | New |
| Aviva PLC | 6,582 | $469.4K | 0.00% | −1,515−18.7% | Reduced |
| O'Rourke & Company, Inc | 6,517 | $464.8K | 0.19% | +21+0.3% | Added |
| Alamea Verwaltungs GmbH | 6,273 | $447.4K | 0.31% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 6,213 | $443.1K | 0.01% | −1,379−18.2% | Reduced |
| Private Advisor Group, LLC | 6,098 | $434.9K | 0.00% | +394+6.9% | Added |
| Gamco Investors, Inc. Et Al | 6,000 | $427.9K | 0.00% | 00.0% | Unchanged |
| We Are One Seven, LLC | 5,934 | $423.2K | 0.01% | +5,934 | New |
| Pinnacle Financial Partners Inc | 5,906 | $421.2K | 0.01% | +41+0.7% | Added |
| Xponance, Inc. | 5,863 | $418.1K | 0.00% | +69+1.2% | Added |
| Merit Financial Group, LLC | 5,850 | $417.2K | 0.00% | +421+7.8% | Added |
| Advisory Services Network, LLC | 5,748 | $409.9K | 0.01% | +501+9.5% | Added |
| Kestra Investment Management, LLC | 5,731 | $408.7K | 0.01% | −1,594−21.8% | Reduced |
| RSM US Wealth Management LLC | 5,500 | $392.3K | 0.01% | +146+2.7% | Added |
| Heritage Family Offices, LLP | 5,446 | $388.4K | 0.18% | +506+10.2% | Added |
| New England Research & Management, Inc. | 5,425 | $386.9K | 0.18% | −9,950−64.7% | Reduced |
| Bridgefront Capital, LLC | 5,258 | $375.0K | 0.11% | +5,258 | New |
| Bank of Montreal | 5,252 | $374.6K | 0.00% | −6,836−56.6% | Reduced |
| Capital Investment Advisory Services, LLC | 5,214 | $371.9K | 0.03% | +3+0.1% | Added |
| MQS Management LLC | 5,212 | $371.7K | 0.22% | +5,212 | New |
| Everence Capital Management Inc | 5,190 | $370.0K | 0.02% | 00.0% | Unchanged |
| Trajan Wealth LLC | 5,112 | $364.6K | 0.02% | −980−16.1% | Reduced |
| Fox Run Management, L.L.C. | 5,097 | $363.5K | 0.06% | +5,097 | New |
| Rockefeller Capital Management L.P. | 4,964 | $354.1K | 0.00% | +4,964 | New |
| Benjamin Edwards Inc | 4,787 | $341.4K | 0.00% | +4,787 | New |
| SRS Capital Advisors, Inc. | 4,777 | $340.7K | 0.00% | +4,482+1,519.3% | Added |
| Jacobs Levy Equity Management, Inc | 4,675 | $333.4K | 0.00% | +4,675 | New |
| DGS Capital Management, LLC | 4,583 | $326.9K | 0.06% | +147+3.3% | Added |
| Envestnet Portfolio Solutions, Inc. | 4,538 | $323.6K | 0.00% | −351−7.2% | Reduced |
| Tritonpoint Wealth, LLC | 4,492 | $320.4K | 0.03% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 4,396 | $313.5K | 0.00% | −64−1.4% | Reduced |
| Jackson Square Capital, LLC | 4,137 | $295.1K | 0.06% | +4,137 | New |
| Riverview Capital Advisers, LLC | 4,034 | $287.7K | 0.08% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 4,007 | $286.0K | 0.00% | +506+14.5% | Added |
| Princeton Capital Management LLC | 4,000 | $285.3K | 0.08% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 3,973 | $283.4K | 0.01% | −96−2.4% | Reduced |
| Portside Wealth Group, LLC | 3,821 | $272.5K | 0.04% | −133−3.4% | Reduced |
| Petros Family Wealth, LLC | 3,587 | $255.8K | 0.21% | −310−8.0% | Reduced |
| Equitable Holdings, Inc. | 3,580 | $255.3K | 0.00% | −500−12.3% | Reduced |
| AE Wealth Management LLC | 3,572 | $254.8K | 0.00% | +255+7.7% | Added |
| Nisa Investment Advisors, LLC | 3,524 | $251.3K | 0.00% | +283+8.7% | Added |
| QRG Capital Management, Inc. | 3,493 | $249.1K | 0.00% | +3,493 | New |
| Swiss Life Asset Management Ltd | 3,421 | $244.0K | 0.00% | +3,421 | New |
| Profund Advisors LLC | 3,348 | $238.8K | 0.01% | −79−2.3% | Reduced |
| Legacy Capital Wealth Partners, LLC | 3,330 | $237.5K | 0.05% | +10+0.3% | Added |
| SummitTX Capital, L.P. | 3,327 | $237.3K | 0.01% | −2,738−45.1% | Reduced |
| Venturi Wealth Management, LLC | 3,305 | $235.7K | 0.01% | 00.0% | Unchanged |
| Qsemble Capital Management, LP | 3,292 | $234.8K | 0.02% | −697−17.5% | Reduced |
| Simon Quick Advisors, LLC | 3,282 | $234.1K | 0.01% | 00.0% | Unchanged |
| GW Henssler & Associates Ltd | 3,252 | $231.9K | 0.01% | +3,252 | New |
| PharVision Advisers, LLC | 3,158 | $225.2K | 0.13% | +3,158 | New |
| Colony Group, LLC | 3,122 | $222.7K | 0.00% | +3,122 | New |
| HSBC Holdings PLC | 3,075 | $219.3K | 0.00% | −7,003−69.5% | Reduced |
| Evoke Wealth, LLC | 3,020 | $215.4K | 0.00% | +3,020 | New |
| Pallas Capital Advisors LLC | 3,012 | $214.8K | 0.01% | +3,012 | New |
| Sage Rhino Capital LLC | 2,990 | $213.2K | 0.04% | +2,990 | New |
| Waterloo Capital, L.P. | 2,990 | $213.2K | 0.02% | +2,990 | New |
| Covestor Ltd | 2,973 | $212.0K | 0.12% | −177−5.6% | Reduced |
| Parkside Financial Bank & Trust | 2,946 | $210.1K | 0.02% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 2,903 | $207.0K | 0.01% | −3,464−54.4% | Reduced |
| Vise Technologies, Inc. | 2,896 | $206.6K | 0.01% | +2,896 | New |
| Huntington National Bank | 2,275 | $162.3K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 2,211 | $157.7K | 0.05% | 00.0% | Unchanged |
| KBC Group NV | 2,015 | $144.0K | 0.00% | 00.0% | Unchanged |
| Vestcor Inc | 1,937 | $138.0K | 0.00% | −3,069−61.3% | Reduced |
| Smartleaf Asset Management LLC | 1,865 | $134.8K | 0.01% | +263+16.4% | Added |
| New Age Alpha Advisors, LLC | 1,803 | $128.6K | 0.01% | −37−2.0% | Reduced |