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 |
|---|---|---|---|---|---|
| Whittier Trust Co of Nevada Inc | 1,849 | $126.2K | 0.00% | +750+68.2% | Added |
| Atlantic Union Bankshares Corp | 1,683 | $120.0K | 0.00% | +1,683 | New |
| Jones Financial Companies LLLP | 1,624 | $117.5K | 0.00% | +210+14.9% | Added |
| Penserra Capital Management LLC | 1,602 | $114.0K | 0.00% | +1,602 | New |
| GAMMA Investing LLC | 1,510 | $107.7K | 0.01% | +302+25.0% | Added |
| Parallel Advisors, LLC | 1,283 | $91.5K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 1,160 | $82.7K | 0.00% | +7+0.6% | Added |
| Public Employees Retirement System of Ohio | 1,113 | $79.4K | 0.00% | +39+3.6% | Added |
| IFP Advisors, Inc | 1,091 | $77.8K | 0.00% | +62+6.0% | Added |
| C M Bidwell & Associates Ltd | 1,062 | $75.7K | 0.04% | +67+6.7% | Added |
| Versant Capital Management, Inc | 949 | $67.7K | 0.01% | 00.0% | Unchanged |
| GWM Advisors LLC | 902 | $64.3K | 0.00% | +704+355.6% | Added |
| Simplex Trading, LLC | 808 | $57.0K | 0.00% | +808 | New |
| EverSource Wealth Advisors, LLC | 708 | $50.5K | 0.00% | +111+18.6% | Added |
| HM Payson & Co | 679 | $48.4K | 0.00% | +37+5.8% | Added |
| Salomon & Ludwin, LLC | 679 | $46.4K | 0.00% | +679 | New |
| Nomura Asset Management Co Ltd | 630 | $44.9K | 0.00% | +250+65.8% | Added |
| Umb Bank N A | 622 | $44.4K | 0.00% | +63+11.3% | Added |
| Private Trust Co NA | 599 | $42.7K | 0.00% | +183+44.0% | Added |
| Massmutual Trust Co FSB | 576 | $41.1K | 0.00% | +36+6.7% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 568 | $41.0K | 0.00% | +55+10.7% | Added |
| Northwestern Mutual Wealth Management Co | 548 | $39.1K | 0.00% | +455+489.2% | Added |
| Global Retirement Partners, LLC | 544 | $38.8K | 0.00% | +276+103.0% | Added |
| Quarry LP | 516 | $36.8K | 0.01% | +489+1,811.1% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 503 | $36.0K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 472 | $33.7K | 0.00% | +138+41.3% | Added |
| Allworth Financial LP | 419 | $29.9K | 0.00% | +254+153.9% | Added |
| Crewe Advisors LLC | 415 | $29.6K | 0.00% | +415 | New |
| Bessemer Group Inc | 389 | $28.0K | 0.00% | +184+89.8% | Added |
| City State Bank | 350 | $25.0K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 341 | $24.3K | 0.00% | +1+0.3% | Added |
| Colonial Trust Co | 326 | $23.3K | 0.00% | +2+0.6% | Added |
| Ci Investments Inc. | 324 | $23.0K | 0.00% | −379−53.9% | Reduced |
| Cullen/Frost Bankers, Inc. | 317 | $22.6K | 0.00% | +276+673.2% | Added |
| LRI Investments, LLC | 295 | $21.0K | 0.00% | +192+186.4% | Added |
| Larson Financial Group LLC | 261 | $18.6K | 0.00% | +28+12.0% | Added |
| Brown Brothers Harriman & Co | 257 | $18.3K | 0.00% | +257 | New |
| Hantz Financial Services, Inc. | 253 | $18.0K | 0.00% | +163+181.1% | Added |
| Trust Co of Vermont | 250 | $17.8K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 229 | $16.3K | 0.01% | +66+40.5% | Added |
| SBI Securities Co., Ltd. | 225 | $16.0K | 0.00% | +4+1.8% | Added |
| Wealthspire Advisors, LLC | 215 | $15.3K | 0.00% | +215 | New |
| United Community Bank | 205 | $14.6K | 0.00% | +205 | New |
| Capital Advisors, Ltd. LLC | 200 | $14.0K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 182 | $13.0K | 0.00% | +1+0.6% | Added |
| Sterling Capital Management LLC | 180 | $12.8K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 147 | $10.5K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 141 | $10.1K | 0.00% | +8+6.0% | Added |
| Optiver Holding B.V. | 139 | $9.91K | 0.00% | +139 | New |
| Stone House Investment Management, LLC | 137 | $9.77K | 0.00% | +10+7.9% | Added |
| Principal Securities, Inc. | 131 | $9.34K | 0.00% | +16+13.9% | Added |
| Rothschild Investment LLC | 120 | $8.56K | 0.00% | −25−17.2% | Reduced |
| Salem Investment Counselors Inc | 105 | $7.49K | 0.00% | 00.0% | Unchanged |
| Danske Bank A/S | 100 | $7.13K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 100 | $7.13K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 93 | $7.00K | 0.00% | −3−3.1% | Reduced |
| Clearstead Advisors, LLC | 89 | $6.35K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 84 | $5.99K | 0.00% | +2+2.4% | Added |
| Root Financial Partners, LLC | 78 | $5.56K | 0.00% | +78 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 72 | $5.13K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 69 | $4.92K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 68 | $4.85K | 0.00% | +3+4.6% | Added |
| NBT Bank N A | 71 | $4.27K | 0.00% | +12+20.3% | Added |
| Group One Trading, L.P. | 57 | $4.07K | 0.00% | +57 | New |
| Key Financial Inc | 59 | $4.05K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 54 | $3.85K | 0.00% | +54 | New |
| Farmers & Merchants Investments Inc | 45 | $3.21K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 43 | $3.07K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 44 | $2.89K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 39 | $2.78K | 0.00% | +26+200.0% | Added |
| Palisade Asset Management, LLC | 36 | $2.57K | 0.00% | +36 | New |
| Quadrant Capital Group LLC | 31 | $2.21K | 0.00% | +31 | New |
| Westside Investment Management, Inc. | 29 | $2.07K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 28 | $2.00K | 0.00% | −3−9.7% | Reduced |
| Binnacle Investments Inc | 25 | $1.78K | 0.00% | +25 | New |
| JFS Wealth Advisors, LLC | 20 | $1.43K | 0.00% | −1−4.8% | Reduced |
| Atlantic Trust, LLC | 18 | $1.28K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 22 | $1.00K | 0.00% | +16+266.7% | Added |
| Financial Management Professionals, Inc. | 14 | $998 | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 11 | $785 | 0.00% | +8+266.7% | Added |
| Hughes Financial Services, LLC | 10 | $634 | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 8 | $550 | 0.00% | +8 | New |
| S&T Bank | 6 | $428 | 0.00% | +1+20.0% | Added |
| Quest 10 Wealth Builders, Inc. | 5 | $357 | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 5 | $357 | 0.00% | +5 | New |
| Grey Fox Wealth Advisors, LLC | 5 | $357 | 0.00% | +5 | New |
| SJS Investment Consulting Inc. | 3 | $214 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 3 | $214 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 3 | $214 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 2 | $143 | 0.00% | +1+100.0% | Added |
| HFM Investment Advisors, LLC | 2 | $143 | 0.00% | +1+100.0% | Added |
| CIBC Private Wealth Group, LLC | 1 | $71 | 0.00% | −8−88.9% | Reduced |
| Bay Harbor Wealth Management, LLC | 1 | $71 | 0.00% | +1 | New |
| ORG Partners LLC | 0 | $63 | 0.00% | 0 | Unchanged |
| Cloud Capital Management, LLC | 6 | $0 | 0.00% | +6 | New |
| 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 |