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 |
|---|---|---|---|---|---|
| Bay Harbor Wealth Management, LLC | 1 | $68 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 2 | $110 | 0.00% | +2 | New |
| Harbour Investments, Inc. | 3 | $206 | 0.00% | +3 | New |
| SJS Investment Consulting Inc. | 3 | $207 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 3 | $207 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 4 | $275 | 0.00% | +2+100.0% | Added |
| HFM Investment Advisors, LLC | 4 | $275 | 0.00% | +2+100.0% | Added |
| Gilpin Wealth Management, LLC | 4 | $275 | 0.00% | +4 | New |
| Quest 10 Wealth Builders, Inc. | 5 | $344 | 0.00% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 5 | $347 | 0.00% | +5 | New |
| S&T Bank | 6 | $412 | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 7 | $481 | 0.00% | −4−36.4% | Reduced |
| Torren Management, LLC | 10 | $655 | 0.00% | +10 | New |
| Hughes Financial Services, LLC | 10 | $687 | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 10 | $687 | 0.00% | +2+25.0% | Added |
| Sunbelt Securities, Inc. | 11 | $756 | 0.00% | +11 | New |
| Keating Financial Advisory Services, Inc. | 12 | $825 | 0.00% | +12 | New |
| CVA Family Office, LLC | 13 | $894 | 0.00% | −26−66.7% | Reduced |
| Ankerstar Wealth, LLC | 13 | $894 | 0.00% | +13 | New |
| Financial Management Professionals, Inc. | 14 | $962 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 18 | $1.24K | 0.00% | +15+500.0% | Added |
| JFS Wealth Advisors, LLC | 27 | $1.86K | 0.00% | +7+35.0% | Added |
| Westside Investment Management, Inc. | 29 | $1.99K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 31 | $2.13K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 34 | $2.34K | 0.00% | −23−40.4% | Reduced |
| International Assets Investment Management, LLC | 38 | $2.61K | 0.00% | +38 | New |
| Union Savings Bank | 39 | $2.68K | 0.00% | +39 | New |
| South State Corp. | 41 | $2.82K | 0.00% | +41 | New |
| UMA Financial Services, Inc. | 43 | $2.96K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 45 | $3.09K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 46 | $3.16K | 0.00% | +18+64.3% | Added |
| Zions Bancorporation, National Association | 46 | $3.16K | 0.00% | +46 | New |
| Optima Capital LLC | 48 | $3.30K | 0.00% | +48 | New |
| Park Place Capital Corp | 50 | $3.44K | 0.00% | +50 | New |
| Dogwood Wealth Management LLC | 54 | $3.71K | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 69 | $4.16K | 0.00% | −2−2.8% | Reduced |
| Bravera Wealth | 63 | $4.33K | 0.00% | +63 | New |
| High Note Wealth, LLC | 65 | $4.47K | 0.00% | −3−4.4% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 72 | $5.13K | 0.00% | 00.0% | Unchanged |
| Nvest Wealth Strategies, Inc. | 75 | $5.16K | 0.00% | +75 | New |
| Stone House Investment Management, LLC | 81 | $5.53K | 0.00% | −56−40.9% | Reduced |
| SageView Advisory Group, LLC | 85 | $5.84K | 0.00% | +85 | New |
| Harbor Capital Advisors, Inc. | 91 | $6.00K | 0.00% | −2−2.2% | Reduced |
| Clearstead Advisors, LLC | 89 | $6.12K | 0.00% | 00.0% | Unchanged |
| Danske Bank A/S | 100 | $6.87K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 100 | $6.87K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 106 | $7.29K | 0.00% | +106 | New |
| Root Financial Partners, LLC | 116 | $7.97K | 0.00% | +38+48.7% | Added |
| Private Wealth Management Group, LLC | 147 | $10.1K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 155 | $10.7K | 0.00% | +86+124.6% | Added |
| Bare Financial Services, Inc | 162 | $11.1K | 0.00% | +21+14.9% | Added |
| WPG Advisers, LLC | 163 | $11.2K | 0.01% | −66−28.8% | Reduced |
| McGuire Capital Advisors Inc | 163 | $11.2K | 0.01% | +163 | New |
| Eastern Bank | 171 | $11.8K | 0.00% | +171 | New |
| DV Trading LLC | 200 | $13.7K | 0.00% | +200 | New |
| Capital Advisors, Ltd. LLC | 200 | $14.0K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 229 | $15.7K | 0.00% | +4+1.8% | Added |
| Rothschild Investment LLC | 236 | $16.2K | 0.00% | +116+96.7% | Added |
| Trust Co of Vermont | 250 | $17.2K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 223 | $17.3K | 0.00% | +179+406.8% | Added |
| CIBC Private Wealth Group, LLC | 259 | $17.8K | 0.00% | +258+25,800.0% | Added |
| LRI Investments, LLC | 284 | $19.5K | 0.00% | −11−3.7% | Reduced |
| SRS Capital Advisors, Inc. | 296 | $20.3K | 0.00% | −4,481−93.8% | Reduced |
| Larson Financial Group LLC | 300 | $20.6K | 0.00% | +39+14.9% | Added |
| Clear Street Markets LLC | 323 | $22.2K | 0.00% | +323 | New |
| Colonial Trust Co | 333 | $22.9K | 0.00% | +7+2.1% | Added |
| Brown Brothers Harriman & Co | 346 | $23.8K | 0.00% | +89+34.6% | Added |
| City State Bank | 350 | $24.1K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 357 | $24.5K | 0.00% | −191−34.9% | Reduced |
| Cullen/Frost Bankers, Inc. | 394 | $27.1K | 0.00% | +77+24.3% | Added |
| Farther Finance Advisors, LLC | 394 | $27.1K | 0.00% | −78−16.5% | Reduced |
| V-Square Quantitative Management LLC | 400 | $27.5K | 0.00% | +400 | New |
| Crewe Advisors LLC | 415 | $28.5K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 416 | $29.0K | 0.00% | +163+64.4% | Added |
| Fifth Third Bancorp | 427 | $29.4K | 0.00% | +86+25.2% | Added |
| GWM Advisors LLC | 429 | $29.5K | 0.00% | −473−52.4% | Reduced |
| MAI Capital Management | 455 | $31.3K | 0.00% | +455 | New |
| eCIO, Inc. | 483 | $33.2K | 0.02% | +483 | New |
| Sterling Capital Management LLC | 487 | $33.5K | 0.00% | +307+170.6% | Added |
| Allworth Financial LP | 499 | $34.3K | 0.00% | +80+19.1% | Added |
| Massmutual Trust Co FSB | 535 | $36.8K | 0.00% | −41−7.1% | Reduced |
| Bessemer Group Inc | 615 | $43.0K | 0.00% | +226+58.1% | Added |
| Nomura Asset Management Co Ltd | 630 | $43.3K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 668 | $45.9K | 0.00% | +46+7.4% | Added |
| Private Trust Co NA | 673 | $46.3K | 0.00% | +74+12.4% | Added |
| HM Payson & Co | 679 | $46.7K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 680 | $46.7K | 0.00% | −128−15.8% | Reduced |
| Salomon & Ludwin, LLC | 669 | $49.9K | 0.00% | −10−1.5% | Reduced |
| EverSource Wealth Advisors, LLC | 820 | $56.4K | 0.00% | +112+15.8% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 824 | $57.0K | 0.00% | +256+45.1% | Added |
| Versant Capital Management, Inc | 949 | $65.2K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 996 | $68.5K | 0.00% | +452+83.1% | Added |
| C M Bidwell & Associates Ltd | 1,067 | $73.3K | 0.03% | +5+0.5% | Added |
| IFP Advisors, Inc | 1,076 | $74.0K | 0.00% | −15−1.4% | Reduced |
| Signaturefd, LLC | 1,153 | $79.3K | 0.00% | −7−0.6% | Reduced |
| Public Employees Retirement System of Ohio | 1,169 | $80.4K | 0.00% | +56+5.0% | Added |
| Parallel Advisors, LLC | 1,345 | $92.5K | 0.00% | +62+4.8% | Added |
| Pinnacle Wealth Planning Services, Inc. | 1,505 | $103.5K | 0.01% | +1,505 | New |
| GAMMA Investing LLC | 1,553 | $106.8K | 0.01% | +43+2.8% | Added |
| Atlantic Union Bankshares Corp | 1,683 | $115.7K | 0.00% | 00.0% | Unchanged |