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 |
|---|---|---|---|---|---|
| Vestcor Inc | 1,937 | $133.0K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 1,921 | $135.4K | 0.01% | +56+3.0% | Added |
| KBC Group NV | 2,015 | $139.0K | 0.00% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 2,041 | $140.3K | 0.02% | +2,041 | New |
| Whittier Trust Co of Nevada Inc | 1,849 | $141.6K | 0.00% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 2,136 | $146.8K | 0.00% | +2,136 | New |
| Bayforest Capital Ltd | 2,158 | $148.3K | 0.11% | +2,158 | New |
| Essential Partners LLC | 2,229 | $153.2K | 0.05% | +18+0.8% | Added |
| Huntington National Bank | 2,265 | $155.7K | 0.00% | −10−0.4% | Reduced |
| Jones Financial Companies LLLP | 2,318 | $159.3K | 0.00% | +694+42.7% | Added |
| Tower Research Capital LLC (TRC) | 2,421 | $166.4K | 0.00% | −482−16.6% | Reduced |
| Sage Rhino Capital LLC | 2,954 | $203.1K | 0.04% | −36−1.2% | Reduced |
| Parkside Financial Bank & Trust | 2,966 | $203.9K | 0.02% | +20+0.7% | Added |
| Waterloo Capital, L.P. | 2,997 | $206.0K | 0.01% | +7+0.2% | Added |
| Venturi Wealth Management, LLC | 3,057 | $210.1K | 0.01% | −248−7.5% | Reduced |
| Mount Yale Investment Advisors, LLC | 3,067 | $210.8K | 0.01% | +3,067 | New |
| Evoke Wealth, LLC | 3,072 | $211.2K | 0.00% | +52+1.7% | Added |
| Equitable Holdings, Inc. | 3,081 | $211.8K | 0.00% | −499−13.9% | Reduced |
| Portside Wealth Group, LLC | 3,091 | $212.5K | 0.03% | −730−19.1% | Reduced |
| Brown Advisory Inc | 3,122 | $214.6K | 0.00% | +3,122 | New |
| Legacy Capital Wealth Partners, LLC | 3,173 | $218.1K | 0.05% | −157−4.7% | Reduced |
| Vise Technologies, Inc. | 3,205 | $220.3K | 0.00% | +309+10.7% | Added |
| Petros Family Wealth, LLC | 3,221 | $221.4K | 0.15% | −366−10.2% | Reduced |
| Pallas Capital Advisors LLC | 3,237 | $222.5K | 0.01% | +225+7.5% | Added |
| Simon Quick Advisors, LLC | 3,280 | $225.5K | 0.01% | −2−0.1% | Reduced |
| GW Henssler & Associates Ltd | 3,433 | $236.0K | 0.01% | +181+5.6% | Added |
| Cambridge Investment Research Advisors, Inc. | 3,599 | $247.0K | 0.00% | −408−10.2% | Reduced |
| Capstone Investment Advisors, LLC | 3,827 | $263.1K | 0.00% | +3,827 | New |
| Covestor Ltd | 3,846 | $264.0K | 0.14% | +873+29.4% | Added |
| Jump Financial, LLC | 3,900 | $268.1K | 0.00% | −10,800−73.5% | Reduced |
| Snowden Capital Advisors LLC | 3,916 | $269.2K | 0.01% | −57−1.4% | Reduced |
| Princeton Capital Management LLC | 4,000 | $275.0K | 0.07% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 4,035 | $277.4K | 0.00% | −3,079−43.3% | Reduced |
| Modern Wealth Management, LLC | 4,061 | $279.2K | 0.01% | +4,061 | New |
| CIBC Asset Management Inc | 4,217 | $289.9K | 0.00% | −179−4.1% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 4,455 | $306.2K | 0.00% | −83−1.8% | Reduced |
| Tritonpoint Wealth, LLC | 4,492 | $308.8K | 0.03% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 4,497 | $309.1K | 0.00% | −4,958−52.4% | Reduced |
| AE Wealth Management LLC | 4,523 | $311.0K | 0.00% | +951+26.6% | Added |
| Jacobs Levy Equity Management, Inc | 4,675 | $321.4K | 0.00% | 00.0% | Unchanged |
| Heritage Family Offices, LLP | 4,791 | $329.3K | 0.15% | −655−12.0% | Reduced |
| Trajan Wealth LLC | 4,858 | $333.9K | 0.01% | −254−5.0% | Reduced |
| Benjamin Edwards Inc | 4,903 | $337.0K | 0.00% | +116+2.4% | Added |
| CIBC World Markets Corp | 4,920 | $338.2K | 0.00% | +4,920 | New |
| Colony Group, LLC | 5,028 | $345.7K | 0.00% | +1,906+61.1% | Added |
| Bank of Montreal | 5,042 | $346.6K | 0.00% | −210−4.0% | Reduced |
| Ieq Capital, LLC | 5,189 | $356.7K | 0.00% | +5,189 | New |
| Everence Capital Management Inc | 5,190 | $357.0K | 0.02% | 00.0% | Unchanged |
| Capital Investment Advisory Services, LLC | 5,219 | $358.7K | 0.03% | +5+0.1% | Added |
| Rockefeller Capital Management L.P. | 5,512 | $378.9K | 0.00% | +548+11.0% | Added |
| Mackenzie Financial Corp | 5,424 | $381.4K | 0.00% | −69,887−92.8% | Reduced |
| Kestra Investment Management, LLC | 5,557 | $382.0K | 0.01% | −174−3.0% | Reduced |
| Advisory Services Network, LLC | 5,650 | $388.4K | 0.01% | −98−1.7% | Reduced |
| RSM US Wealth Management LLC | 5,572 | $392.6K | 0.01% | +72+1.3% | Added |
| Profund Advisors LLC | 5,785 | $397.7K | 0.01% | +2,437+72.8% | Added |
| Xponance, Inc. | 5,895 | $405.2K | 0.00% | +32+0.5% | Added |
| Gamco Investors, Inc. Et Al | 6,000 | $412.4K | 0.00% | 00.0% | Unchanged |
| New England Research & Management, Inc. | 6,000 | $412.4K | 0.18% | +575+10.6% | Added |
| Ameritas Investment Partners, Inc. | 6,036 | $414.9K | 0.01% | −177−2.8% | Reduced |
| QRG Capital Management, Inc. | 6,075 | $417.6K | 0.00% | +2,582+73.9% | Added |
| Pinnacle Financial Partners, Inc. | 6,187 | $425.3K | 0.00% | +6,187 | New |
| Private Advisor Group, LLC | 6,193 | $425.7K | 0.00% | +95+1.6% | Added |
| Pensionmark Financial Group, LLC | 6,289 | $432.3K | 0.01% | −1,040−14.2% | Reduced |
| Swiss Life Asset Management Ltd | 6,427 | $441.8K | 0.00% | +3,006+87.9% | Added |
| We Are One Seven, LLC | 6,453 | $443.6K | 0.01% | +519+8.7% | Added |
| O'Rourke & Company, Inc | 6,460 | $444.1K | 0.17% | −57−0.9% | Reduced |
| Fulton Bank, N.A. | 6,481 | $445.5K | 0.02% | −197−2.9% | Reduced |
| Nisa Investment Advisors, LLC | 6,487 | $445.9K | 0.00% | +2,963+84.1% | Added |
| Financiere des Professionnels - Fonds d,investissement inc. | 6,603 | $453.9K | 0.03% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 6,666 | $458.2K | 0.00% | −100−1.5% | Reduced |
| Picton Mahoney Asset Management | 6,670 | $458.5K | 0.01% | +6,670 | New |
| Farringdon Capital, Ltd. | 6,685 | $459.5K | 0.11% | +6,685 | New |
| Verition Fund Management LLC | 6,800 | $467.4K | 0.00% | −29,601−81.3% | Reduced |
| MML Investors Services, LLC | 6,851 | $470.9K | 0.00% | −1,235−15.3% | Reduced |
| DGS Capital Management, LLC | 6,912 | $475.1K | 0.08% | +2,329+50.8% | Added |
| Apollon Wealth Management, LLC | 7,230 | $497.0K | 0.01% | −11−0.2% | Reduced |
| Keybank National Association | 7,238 | $497.5K | 0.00% | +552+8.3% | Added |
| XTX Topco Ltd | 7,318 | $503.0K | 0.01% | −1,393−16.0% | Reduced |
| Independent Financial Group, LLC | 7,461 | $512.9K | 0.01% | +7,461 | New |
| Aviva PLC | 7,470 | $513.5K | 0.00% | +888+13.5% | Added |
| Commonwealth Equity Services, LLC | 7,579 | $521.0K | 0.00% | −499−6.2% | Reduced |
| Creative Planning | 7,649 | $525.8K | 0.00% | −10−0.1% | Reduced |
| Public Employees Retirement Association of Colorado | 7,648 | $526.0K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 7,671 | $527.3K | 0.00% | −398−4.9% | Reduced |
| Quest Partners LLC | 7,671 | $527.3K | 0.03% | −35,118−82.1% | Reduced |
| Advyzon Investment Management, LLC | 8,066 | $554.5K | 0.06% | +8,066 | New |
| First National Advisers, LLC | 8,323 | $572.1K | 0.08% | −397−4.6% | Reduced |
| Mutual of America Capital Management LLC | 8,457 | $581.3K | 0.01% | +148+1.8% | Added |
| Peak Financial Advisors LLC | 8,507 | $584.8K | 0.26% | −272−3.1% | Reduced |
| Advisor Group Holdings, Inc. | 8,515 | $585.5K | 0.00% | −5,083−37.4% | Reduced |
| Merit Financial Group, LLC | 8,524 | $586.0K | 0.00% | +2,674+45.7% | Added |
| Trust Point Inc. | 8,612 | $592.0K | 0.05% | −55−0.6% | Reduced |
| Indivisible Partners | 8,782 | $603.7K | 0.07% | +8,782 | New |
| Wesbanco Bank Inc | 8,889 | $611.0K | 0.02% | +180+2.1% | Added |
| Naples Global Advisors, LLC | 9,341 | $642.1K | 0.05% | −280−2.9% | Reduced |
| Argent Trust Co | 9,734 | $669.1K | 0.02% | −3,563−26.8% | Reduced |
| Invst, LLC | 10,199 | $701.1K | 0.08% | −798−7.3% | Reduced |
| Truist Financial Corp | 10,459 | $719.0K | 0.00% | −180−1.7% | Reduced |
| US Bancorp | 10,479 | $720.3K | 0.00% | +398+3.9% | Added |
| CI Private Wealth, LLC | 10,486 | $720.8K | 0.00% | +3,182+43.6% | Added |