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, Q4 2025
Institutional positions in Moelis & Co as of Dec 31, 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
- 399
- +8 vs. Q3 2025
- Shares held
- 77.3M
- +1.74M (+2.3%) vs. Q3 2025
- Total value
- $5.32B
- −$69.0M (−1.3%) vs. Q3 2025
- New holders
- 58
- 152 more added
- Sold out
- 50
- 146 more reduced
6 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Moelis & Co; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 8,809,808 | $605.6M | 0.01% | −10,853−0.1% | Reduced |
| Vanguard Group Inc | 8,509,013 | $584.9M | 0.01% | −223,422−2.6% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 6,033,755 | $414.8M | 1.11% | −423,660−6.6% | Reduced |
| Wasatch Advisors Inc | 3,432,623 | $236.0M | 1.40% | +128,443+3.9% | Added |
| Charles Schwab Investment Management Inc | 3,194,479 | $219.6M | 0.03% | +66,697+2.1% | Added |
| London Co of Virginia | 3,061,979 | $210.5M | 1.21% | −203,899−6.2% | Reduced |
| State Street Corp | 2,856,379 | $196.3M | 0.01% | −29,779−1.0% | Reduced |
| Ameriprise Financial Inc | 2,678,168 | $184.1M | 0.04% | +406,265+17.9% | Added |
| Geode Capital Management, LLC | 2,085,586 | $143.4M | 0.01% | +1,164+0.1% | Added |
| Goldman Sachs Group Inc | 1,876,578 | $129.0M | 0.02% | +89,471+5.0% | Added |
| Timucuan Asset Management Inc | 1,405,796 | $96.6M | 3.14% | −15,919−1.1% | Reduced |
| HighTower Advisors, LLC | 1,385,692 | $95.3M | 0.10% | +129,368+10.3% | Added |
| Madison Asset Management, LLC | 1,218,178 | $83.7M | 0.96% | −66,083−5.1% | Reduced |
| Dimensional Fund Advisors LP | 1,216,644 | $83.6M | 0.02% | +105,185+9.5% | Added |
| JPMorgan Chase & Co | 1,025,893 | $70.5M | 0.00% | +63,115+6.6% | Added |
| Natixis Advisors, L.P. | 1,019,832 | $70.1M | 0.10% | +100,956+11.0% | Added |
| Bank of New York Mellon Corp | 1,004,824 | $69.1M | 0.01% | −231,174−18.7% | Reduced |
| Heard Capital LLC | 981,510 | $67.5M | 3.17% | +224,970+29.7% | Added |
| Wells Fargo & Company | 940,910 | $64.7M | 0.01% | +16,396+1.8% | Added |
| Jennison Associates LLC | 935,531 | $64.3M | 0.04% | +37,475+4.2% | Added |
| Balyasny Asset Management LLC | 885,321 | $60.9M | 0.11% | +885,321 | New |
| Price T Rowe Associates Inc | 825,722 | $56.8M | 0.01% | +74,270+9.9% | Added |
| Morgan Stanley | 813,212 | $55.9M | 0.00% | −24,036−2.9% | Reduced |
| Northern Trust Corp | 786,698 | $54.1M | 0.01% | −75,482−8.8% | Reduced |
| Capital World Investors | 719,000 | $49.4M | 0.01% | 00.0% | Unchanged |
| Bank of America Corp | 687,700 | $47.3M | 0.00% | −84,699−11.0% | Reduced |
| UBS Group AG | 624,407 | $42.9M | 0.01% | −57,261−8.4% | Reduced |
| Norges Bank | 624,365 | $42.9M | 0.00% | +624,365 | New |
| Emerald Advisers, LLC | 615,594 | $42.3M | 1.30% | +164,097+36.3% | Added |
| Manufacturers Life Insurance Company, The | 571,167 | $39.3M | 0.03% | +29,468+5.4% | Added |
| Bamco Inc | 513,197 | $35.3M | 0.10% | −12,581−2.4% | Reduced |
| Voya Investment Management LLC | 468,549 | $32.2M | 0.03% | −97,178−17.2% | Reduced |
| Fisher Asset Management, LLC | 456,892 | $31.4M | 0.01% | −34,578−7.0% | Reduced |
| Royal Bank of Canada | 453,972 | $31.2M | 0.01% | −252,914−35.8% | Reduced |
| Raymond James Financial Inc | 435,801 | $30.0M | 0.01% | −1,344−0.3% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 381,458 | $29.2M | 0.04% | +26,800+7.6% | Added |
| Tributary Capital Management, LLC | 369,765 | $25.4M | 2.50% | −27,035−6.8% | Reduced |
| Emerald Mutual Fund Advisers Trust | 363,523 | $25.0M | 1.22% | +90,172+33.0% | Added |
| Principal Financial Group Inc | 353,873 | $24.3M | 0.01% | −4,822−1.3% | Reduced |
| Lord, Abbett & Co. LLC | 348,439 | $24.0M | 0.07% | −346,290−49.8% | Reduced |
| Freestone Grove Partners LP | 345,769 | $23.8M | 0.17% | +345,769 | New |
| Artisan Partners Limited Partnership | 343,997 | $23.6M | 0.04% | −63,897−15.7% | Reduced |
| Envestnet Asset Management Inc | 340,863 | $23.4M | 0.01% | −48,876−12.5% | Reduced |
| SEI Investments Co | 333,322 | $22.9M | 0.02% | +7,866+2.4% | Added |
| Canada Pension Plan Investment Board | 321,800 | $22.1M | 0.01% | +128,600+66.6% | Added |
| Capital Management Corp | 308,624 | $21.2M | 3.48% | +80,297+35.2% | Added |
| Renaissance Technologies LLC | 295,944 | $20.3M | 0.03% | −73,500−19.9% | Reduced |
| Axiom Investors LLC | 261,097 | $17.9M | 0.16% | −51,673−16.5% | Reduced |
| Public Sector Pension Investment Board | 256,092 | $17.6M | 0.06% | −33,279−11.5% | Reduced |
| Deutsche Bank AG | 252,886 | $17.4M | 0.01% | −6,553−2.5% | Reduced |
| Adage Capital Partners GP, L.L.C. | 239,900 | $16.5M | 0.02% | +239,900 | New |
| AQR Capital Management LLC | 234,196 | $16.1M | 0.01% | +47,148+25.2% | Added |
| Channing Capital Management, LLC | 233,532 | $16.1M | 0.41% | +233,532 | New |
| Cramer Rosenthal McGlynn LLC | 221,463 | $15.2M | 0.98% | −19,333−8.0% | Reduced |
| Nuveen, LLC | 213,598 | $14.7M | 0.00% | −101,937−32.3% | Reduced |
| Tudor Investment Corp Et Al | 207,885 | $14.3M | 0.08% | +127,712+159.3% | Added |
| Legal & General Group Plc | 199,662 | $13.7M | 0.00% | −13,340−6.3% | Reduced |
| Rhumbline Advisers | 198,191 | $13.6M | 0.01% | −12,609−6.0% | Reduced |
| Cander Asset Management LP | 196,678 | $13.5M | 2.50% | +196,678 | New |
| Invesco Ltd. | 193,390 | $13.3M | 0.00% | −15,981−7.6% | Reduced |
| Citadel Advisors LLC | 188,210 | $12.9M | 0.01% | +138,944+282.0% | Added |
| UBS Asset Management Americas Inc | 187,807 | $12.9M | 0.00% | +50,123+36.4% | Added |
| Assenagon Asset Management S.A. | 182,147 | $12.5M | 0.02% | +159,779+714.3% | Added |
| Winslow Asset Management Inc | 169,019 | $11.6M | 2.14% | +341+0.2% | Added |
| Royce & Associates LP | 163,661 | $11.3M | 0.11% | +51,650+46.1% | Added |
| Susquehanna Portfolio Strategies, LLC | 151,452 | $10.4M | 0.16% | −7,104−4.5% | Reduced |
| Swiss National Bank | 146,400 | $10.1M | 0.01% | +2,600+1.8% | Added |
| Pier Capital, LLC | 141,352 | $9.72M | 1.55% | −1,208−0.8% | Reduced |
| D. E. Shaw & Co., Inc. | 134,411 | $9.24M | 0.01% | +134,411 | New |
| Stifel Financial Corp | 133,466 | $9.17M | 0.01% | −4,758−3.4% | Reduced |
| Barclays PLC | 130,959 | $9.00M | 0.00% | +9,832+8.1% | Added |
| FMR LLC | 122,640 | $8.43M | 0.00% | −18,615−13.2% | Reduced |
| Longaeva Partners L.P. | 110,660 | $7.61M | 0.90% | +110,660 | New |
| New York State Common Retirement Fund | 108,983 | $7.49M | 0.01% | +35,073+47.5% | Added |
| Diversify Wealth Management, LLC | 94,930 | $6.99M | 0.33% | +1,166+1.2% | Added |
| Los Angeles Capital Management LLC | 105,801 | $6.80M | 0.02% | −860−0.8% | Reduced |
| Regions Financial Corp | 97,720 | $6.72M | 0.04% | −1,580−1.6% | Reduced |
| Victory Capital Management Inc | 89,081 | $6.12M | 0.00% | −1,472−1.6% | Reduced |
| Alliancebernstein L.P. | 88,675 | $6.10M | 0.00% | −2,676−2.9% | Reduced |
| Millennium Management LLC | 87,842 | $6.04M | 0.00% | +2,113+2.5% | Added |
| First Trust Advisors LP | 87,666 | $6.03M | 0.00% | +55,957+176.5% | Added |
| Great West Life Assurance Co | 86,234 | $5.93M | 0.01% | +9,636+12.6% | Added |
| Blue Zone Wealth Advisors, LLC | 82,540 | $5.67M | 1.09% | +924+1.1% | Added |
| Alps Advisors Inc | 80,738 | $5.55M | 0.03% | −4,860−5.7% | Reduced |
| Callan Family Office, LLC | 80,646 | $5.54M | 0.12% | −1,255−1.5% | Reduced |
| First Eagle Investment Management, LLC | 79,301 | $5.45M | 0.01% | −550−0.7% | Reduced |
| Palisades Investment Partners, LLC | 77,940 | $5.36M | 2.02% | +1,603+2.1% | Added |
| Empowered Funds, LLC | 76,054 | $5.23M | 0.09% | +10,635+16.3% | Added |
| Holocene Advisors, LP | 73,193 | $5.03M | 0.01% | +73,193 | New |
| Federated Hermes, Inc. | 72,836 | $5.01M | 0.01% | +45,050+162.1% | Added |
| Prudential Financial Inc | 70,720 | $4.98M | 0.01% | −29,152−29.2% | Reduced |
| EFG International AG | 71,000 | $4.88M | 0.09% | +71,000 | New |
| California State Teachers Retirement System | 70,476 | $4.84M | 0.00% | +1,317+1.9% | Added |
| Mirae Asset Global Investments Co., Ltd. | 66,898 | $4.60M | 0.01% | −2,283−3.3% | Reduced |
| BW Gestao de Investimentos Ltda. | 64,000 | $4.40M | 0.16% | +64,000 | New |
| LPL Financial LLC | 63,003 | $4.33M | 0.00% | +330+0.5% | Added |
| B. Metzler seel. Sohn & Co. AG | 62,574 | $4.30M | 0.04% | +13,585+27.7% | Added |
| New Age Alpha Advisors, LLC | 60,908 | $4.19M | 0.18% | +59,105+3,278.1% | Added |
| Vestmark Advisory Solutions, Inc. | 55,106 | $3.79M | 0.05% | +949+1.8% | Added |
| Wiley Bros.-Aintree Capital, LLC | 52,991 | $3.64M | 0.02% | +1,597+3.1% | Added |