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 |
|---|---|---|---|---|---|
| Cornerstone Investment Partners, LLC | 10,522 | $723.3K | 0.03% | +103+1.0% | Added |
| Odyssean, LLC | 10,618 | $729.9K | 0.52% | +10,618 | New |
| Sanctuary Advisors, LLC | 10,658 | $732.7K | 0.00% | −406−3.7% | Reduced |
| Maryland State Retirement & Pension System | 10,906 | $749.7K | 0.02% | +242+2.3% | Added |
| Impact Capital Partners LLC | 11,148 | $766.3K | 0.23% | −852−7.1% | Reduced |
| Geneos Wealth Management Inc. | 11,160 | $767.1K | 0.02% | 00.0% | Unchanged |
| Quantum Private Wealth, LLC | 11,314 | $777.7K | 0.23% | −438−3.7% | Reduced |
| Captrust Financial Advisors | 11,368 | $781.4K | 0.00% | +1,122+11.0% | Added |
| Strata Wealth Advisors, LLC | 11,397 | $783.4K | 0.22% | −12,506−52.3% | Reduced |
| Franklin Resources Inc | 11,400 | $783.6K | 0.00% | +731+6.9% | Added |
| Squarepoint Ops LLC | 11,417 | $784.8K | 0.00% | −29,310−72.0% | Reduced |
| Pictet Asset Management Holding SA | 11,515 | $791.5K | 0.00% | +798+7.4% | Added |
| Curated Wealth Partners LLC | 11,957 | $821.9K | 0.09% | +2,568+27.4% | Added |
| Sandler Capital Management | 11,988 | $824.1K | 0.37% | −16,132−57.4% | Reduced |
| Cetera Investment Advisers | 12,147 | $835.0K | 0.00% | +1,433+13.4% | Added |
| Susquehanna International Group, LLP | 12,201 | $838.7K | 0.00% | +1,299+11.9% | Added |
| Sierra Summit Advisors LLC | 12,686 | $872.0K | 0.13% | +12,686 | New |
| Drucker Wealth 3.0, LLC | 13,850 | $952.1K | 0.17% | +38+0.3% | Added |
| CWM, LLC | 14,190 | $975.0K | 0.00% | +3,954+38.6% | Added |
| ProShare Advisors LLC | 14,435 | $992.3K | 0.00% | +430+3.1% | Added |
| Steward Partners Investment Advisory, LLC | 14,667 | $1.01M | 0.01% | +128+0.9% | Added |
| Versor Investments LP | 14,700 | $1.01M | 0.16% | +4,400+42.7% | Added |
| STRS Ohio | 14,800 | $1.02M | 0.00% | −5,400−26.7% | Reduced |
| Harbor Advisors LLC | 14,800 | $1.02M | 0.15% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 14,962 | $1.03M | 0.00% | +2,287+18.0% | Added |
| Mariner, LLC | 15,117 | $1.04M | 0.00% | +2,261+17.6% | Added |
| J2 Capital Management Inc | 15,344 | $1.05M | 0.77% | +1,808+13.4% | Added |
| Resources Investment Advisors, LLC. | 15,359 | $1.06M | 0.01% | −282−1.8% | Reduced |
| JustInvest LLC | 15,377 | $1.06M | 0.01% | +744+5.1% | Added |
| State of Wyoming | 15,594 | $1.07M | 0.12% | +6,135+64.9% | Added |
| KLP Kapitalforvaltning AS | 15,900 | $1.09M | 0.00% | +400+2.6% | Added |
| Campbell Newman Asset Management Inc | 16,565 | $1.14M | 0.08% | −593−3.5% | Reduced |
| SkyView Investment Advisors, LLC | 16,762 | $1.15M | 0.15% | +155+0.9% | Added |
| Oregon Public Employees Retirement Fund | 16,955 | $1.17M | 0.01% | +200+1.2% | Added |
| Handelsbanken Fonder AB | 17,251 | $1.19M | 0.00% | +1,300+8.1% | Added |
| Teachers Retirement System of the State of Kentucky | 18,178 | $1.25M | 0.01% | −1,931−9.6% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 18,319 | $1.26M | 0.01% | −572−3.0% | Reduced |
| Schonfeld Strategic Advisors LLC | 18,377 | $1.26M | 0.01% | −43,928−70.5% | Reduced |
| Elo Mutual Pension Insurance Co | 18,970 | $1.30M | 0.02% | +18,970 | New |
| State Board of Administration of Florida Retirement System | 19,010 | $1.31M | 0.00% | 00.0% | Unchanged |
| HSBC Holdings PLC | 19,726 | $1.36M | 0.00% | +16,651+541.5% | Added |
| Police & Firemen's Retirement System of New Jersey | 20,267 | $1.39M | 0.01% | −300−1.5% | Reduced |
| Arizona State Retirement System | 20,875 | $1.43M | 0.01% | −1,076−4.9% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 20,902 | $1.44M | 0.05% | −2,414−10.4% | Reduced |
| Integrated Quantitative Investments LLC | 20,981 | $1.44M | 0.31% | +3,329+18.9% | Added |
| Cerity Partners LLC | 21,064 | $1.45M | 0.00% | +1,287+6.5% | Added |
| Greenwood Capital Associates LLC | 21,402 | $1.47M | 0.16% | +284+1.3% | Added |
| Amalgamated Bank | 21,557 | $1.48M | 0.01% | +324+1.5% | Added |
| Atria Investments LLC | 21,679 | $1.49M | 0.02% | −1,585−6.8% | Reduced |
| Yousif Capital Management, LLC | 20,702 | $1.55M | 0.02% | −3,033−12.8% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 22,781 | $1.57M | 0.00% | +1,139+5.3% | Added |
| M&T Bank Corp | 24,179 | $1.66M | 0.01% | −1,117−4.4% | Reduced |
| Jefferies Financial Group Inc. | 24,803 | $1.70M | 0.01% | +24,803 | New |
| American Century Companies Inc | 25,962 | $1.78M | 0.00% | −9,754−27.3% | Reduced |
| O'Shaughnessy Asset Management, LLC | 26,399 | $1.81M | 0.01% | +2,305+9.6% | Added |
| Ensign Peak Advisors, Inc | 26,782 | $1.84M | 0.00% | −11,638−30.3% | Reduced |
| Intech Investment Management LLC | 27,218 | $1.87M | 0.02% | 00.0% | Unchanged |
| Salvus Wealth Management, LLC | 27,890 | $1.92M | 1.07% | +340+1.2% | Added |
| Russell Investments Group, Ltd. | 28,215 | $1.94M | 0.00% | +894+3.3% | Added |
| Quantinno Capital Management LP | 28,837 | $1.98M | 0.00% | +11,387+65.3% | Added |
| Knights of Columbus Asset Advisors LLC | 29,635 | $2.04M | 0.12% | +29,635 | New |
| Eagle Rock Investment Company, LLC | 30,105 | $2.07M | 0.29% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 30,145 | $2.07M | 0.00% | +22,838+312.5% | Added |
| Zacks Investment Management | 31,056 | $2.13M | 0.02% | +1,048+3.5% | Added |
| Janney Montgomery Scott LLC | 31,229 | $2.15M | 0.00% | +289+0.9% | Added |
| Pathstone Holdings, LLC | 31,839 | $2.19M | 0.01% | −3,747−10.5% | Reduced |
| Gabelli Funds LLC | 32,050 | $2.20M | 0.01% | +7,500+30.5% | Added |
| BNP Paribas Arbitrage, SA | 32,554 | $2.24M | 0.00% | −16,753−34.0% | Reduced |
| Cresset Asset Management, LLC | 32,555 | $2.24M | 0.01% | −275−0.8% | Reduced |
| Moran Wealth Management, LLC | 32,786 | $2.25M | 0.07% | −5,202−13.7% | Reduced |
| Fred Alger Management, LLC | 32,949 | $2.26M | 0.01% | −20−0.1% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 33,555 | $2.31M | 0.00% | +12,875+62.3% | Added |
| Toroso Investments, LLC | 33,895 | $2.33M | 0.01% | +2,856+9.2% | Added |
| Louisiana State Employees Retirement System | 33,900 | $2.33M | 0.04% | −200−0.6% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 34,518 | $2.37M | 0.00% | −29−0.1% | Reduced |
| Janus Henderson Group PLC | 34,626 | $2.38M | 0.00% | −210,754−85.9% | Reduced |
| State of New Jersey Common Pension Fund D | 35,370 | $2.43M | 0.01% | +4,712+15.4% | Added |
| State of Tennessee, Treasury Department | 34,110 | $2.44M | 0.01% | −6,129−15.2% | Reduced |
| Diversify Advisory Services, LLC | 31,743 | $2.46M | 0.08% | +2,792+9.6% | Added |
| Man Group plc | 35,911 | $2.47M | 0.00% | +2,627+7.9% | Added |
| New York State Teachers Retirement System | 35,940 | $2.47M | 0.00% | +7,461+26.2% | Added |
| Illinois Municipal Retirement Fund | 36,466 | $2.51M | 0.03% | −1,668−4.4% | Reduced |
| Magnetar Financial LLC | 36,516 | $2.51M | 0.02% | +36,516 | New |
| Teacher Retirement System of Texas | 37,201 | $2.56M | 0.01% | −3,405−8.4% | Reduced |
| Comerica Bank | 37,534 | $2.58M | 0.01% | −7,053−15.8% | Reduced |
| Verdence Capital Advisors LLC | 39,279 | $2.70M | 0.16% | −26−0.1% | Reduced |
| Brinker Capital Investments, LLC | 40,149 | $2.76M | 0.02% | −6,009−13.0% | Reduced |
| Two Sigma Advisers, LP | 40,600 | $2.79M | 0.01% | −16,300−28.6% | Reduced |
| MetLife Investment Management | 41,493 | $2.85M | 0.01% | −2,097−4.8% | Reduced |
| NewEdge Wealth, LLC | 44,093 | $3.03M | 0.03% | −2,576−5.5% | Reduced |
| First National Bank of Omaha | 44,221 | $3.04M | 0.09% | −534−1.2% | Reduced |
| Citigroup Inc | 44,722 | $3.07M | 0.00% | −63,088−58.5% | Reduced |
| Neuberger Berman Group LLC | 47,370 | $3.26M | 0.00% | +270+0.6% | Added |
| Hilton Capital Management, LLC | 48,556 | $3.34M | 0.25% | +4,779+10.9% | Added |
| Park Circle Co | 50,176 | $3.45M | 3.11% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 50,466 | $3.47M | 0.04% | +10,098+25.0% | Added |
| Oppenheimer Asset Management Inc. | 50,738 | $3.49M | 0.04% | −2,377−4.5% | Reduced |
| Thrivent Financial for Lutherans | 50,846 | $3.50M | 0.01% | −2,668−5.0% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 52,991 | $3.64M | 0.02% | +1,597+3.1% | Added |
| Vestmark Advisory Solutions, Inc. | 55,106 | $3.79M | 0.05% | +949+1.8% | Added |