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 |
|---|---|---|---|---|---|
| New Age Alpha Advisors, LLC | 60,908 | $4.19M | 0.18% | +59,105+3,278.1% | Added |
| B. Metzler seel. Sohn & Co. AG | 62,574 | $4.30M | 0.04% | +13,585+27.7% | Added |
| LPL Financial LLC | 63,003 | $4.33M | 0.00% | +330+0.5% | Added |
| BW Gestao de Investimentos Ltda. | 64,000 | $4.40M | 0.16% | +64,000 | New |
| Mirae Asset Global Investments Co., Ltd. | 66,898 | $4.60M | 0.01% | −2,283−3.3% | Reduced |
| California State Teachers Retirement System | 70,476 | $4.84M | 0.00% | +1,317+1.9% | Added |
| EFG International AG | 71,000 | $4.88M | 0.09% | +71,000 | New |
| Prudential Financial Inc | 70,720 | $4.98M | 0.01% | −29,152−29.2% | Reduced |
| Federated Hermes, Inc. | 72,836 | $5.01M | 0.01% | +45,050+162.1% | Added |
| Holocene Advisors, LP | 73,193 | $5.03M | 0.01% | +73,193 | New |
| Empowered Funds, LLC | 76,054 | $5.23M | 0.09% | +10,635+16.3% | Added |
| Palisades Investment Partners, LLC | 77,940 | $5.36M | 2.02% | +1,603+2.1% | Added |
| First Eagle Investment Management, LLC | 79,301 | $5.45M | 0.01% | −550−0.7% | Reduced |
| Callan Family Office, LLC | 80,646 | $5.54M | 0.12% | −1,255−1.5% | Reduced |
| Alps Advisors Inc | 80,738 | $5.55M | 0.03% | −4,860−5.7% | Reduced |
| Blue Zone Wealth Advisors, LLC | 82,540 | $5.67M | 1.09% | +924+1.1% | Added |
| Great West Life Assurance Co | 86,234 | $5.93M | 0.01% | +9,636+12.6% | Added |
| First Trust Advisors LP | 87,666 | $6.03M | 0.00% | +55,957+176.5% | Added |
| Millennium Management LLC | 87,842 | $6.04M | 0.00% | +2,113+2.5% | Added |
| Alliancebernstein L.P. | 88,675 | $6.10M | 0.00% | −2,676−2.9% | Reduced |
| Victory Capital Management Inc | 89,081 | $6.12M | 0.00% | −1,472−1.6% | Reduced |
| Regions Financial Corp | 97,720 | $6.72M | 0.04% | −1,580−1.6% | Reduced |
| Los Angeles Capital Management LLC | 105,801 | $6.80M | 0.02% | −860−0.8% | Reduced |
| Diversify Wealth Management, LLC | 94,930 | $6.99M | 0.33% | +1,166+1.2% | Added |
| New York State Common Retirement Fund | 108,983 | $7.49M | 0.01% | +35,073+47.5% | Added |
| Longaeva Partners L.P. | 110,660 | $7.61M | 0.90% | +110,660 | New |
| FMR LLC | 122,640 | $8.43M | 0.00% | −18,615−13.2% | Reduced |
| Barclays PLC | 130,959 | $9.00M | 0.00% | +9,832+8.1% | Added |
| Stifel Financial Corp | 133,466 | $9.17M | 0.01% | −4,758−3.4% | Reduced |
| D. E. Shaw & Co., Inc. | 134,411 | $9.24M | 0.01% | +134,411 | New |
| Pier Capital, LLC | 141,352 | $9.72M | 1.55% | −1,208−0.8% | Reduced |
| Swiss National Bank | 146,400 | $10.1M | 0.01% | +2,600+1.8% | Added |
| Susquehanna Portfolio Strategies, LLC | 151,452 | $10.4M | 0.16% | −7,104−4.5% | Reduced |
| Royce & Associates LP | 163,661 | $11.3M | 0.11% | +51,650+46.1% | Added |
| Winslow Asset Management Inc | 169,019 | $11.6M | 2.14% | +341+0.2% | Added |
| Assenagon Asset Management S.A. | 182,147 | $12.5M | 0.02% | +159,779+714.3% | Added |
| UBS Asset Management Americas Inc | 187,807 | $12.9M | 0.00% | +50,123+36.4% | Added |
| Citadel Advisors LLC | 188,210 | $12.9M | 0.01% | +138,944+282.0% | Added |
| Invesco Ltd. | 193,390 | $13.3M | 0.00% | −15,981−7.6% | Reduced |
| Cander Asset Management LP | 196,678 | $13.5M | 2.50% | +196,678 | New |
| Rhumbline Advisers | 198,191 | $13.6M | 0.01% | −12,609−6.0% | Reduced |
| Legal & General Group Plc | 199,662 | $13.7M | 0.00% | −13,340−6.3% | Reduced |
| Tudor Investment Corp Et Al | 207,885 | $14.3M | 0.08% | +127,712+159.3% | Added |
| Nuveen, LLC | 213,598 | $14.7M | 0.00% | −101,937−32.3% | Reduced |
| Cramer Rosenthal McGlynn LLC | 221,463 | $15.2M | 0.98% | −19,333−8.0% | Reduced |
| Channing Capital Management, LLC | 233,532 | $16.1M | 0.41% | +233,532 | New |
| AQR Capital Management LLC | 234,196 | $16.1M | 0.01% | +47,148+25.2% | Added |
| Adage Capital Partners GP, L.L.C. | 239,900 | $16.5M | 0.02% | +239,900 | New |
| Deutsche Bank AG | 252,886 | $17.4M | 0.01% | −6,553−2.5% | Reduced |
| Public Sector Pension Investment Board | 256,092 | $17.6M | 0.06% | −33,279−11.5% | Reduced |
| Axiom Investors LLC | 261,097 | $17.9M | 0.16% | −51,673−16.5% | Reduced |
| Renaissance Technologies LLC | 295,944 | $20.3M | 0.03% | −73,500−19.9% | Reduced |
| Capital Management Corp | 308,624 | $21.2M | 3.48% | +80,297+35.2% | Added |
| Canada Pension Plan Investment Board | 321,800 | $22.1M | 0.01% | +128,600+66.6% | Added |
| SEI Investments Co | 333,322 | $22.9M | 0.02% | +7,866+2.4% | Added |
| Envestnet Asset Management Inc | 340,863 | $23.4M | 0.01% | −48,876−12.5% | Reduced |
| Artisan Partners Limited Partnership | 343,997 | $23.6M | 0.04% | −63,897−15.7% | Reduced |
| Freestone Grove Partners LP | 345,769 | $23.8M | 0.17% | +345,769 | New |
| Lord, Abbett & Co. LLC | 348,439 | $24.0M | 0.07% | −346,290−49.8% | Reduced |
| Principal Financial Group Inc | 353,873 | $24.3M | 0.01% | −4,822−1.3% | Reduced |
| Emerald Mutual Fund Advisers Trust | 363,523 | $25.0M | 1.22% | +90,172+33.0% | Added |
| Tributary Capital Management, LLC | 369,765 | $25.4M | 2.50% | −27,035−6.8% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 381,458 | $29.2M | 0.04% | +26,800+7.6% | Added |
| Raymond James Financial Inc | 435,801 | $30.0M | 0.01% | −1,344−0.3% | Reduced |
| Royal Bank of Canada | 453,972 | $31.2M | 0.01% | −252,914−35.8% | Reduced |
| Fisher Asset Management, LLC | 456,892 | $31.4M | 0.01% | −34,578−7.0% | Reduced |
| Voya Investment Management LLC | 468,549 | $32.2M | 0.03% | −97,178−17.2% | Reduced |
| Bamco Inc | 513,197 | $35.3M | 0.10% | −12,581−2.4% | Reduced |
| Manufacturers Life Insurance Company, The | 571,167 | $39.3M | 0.03% | +29,468+5.4% | Added |
| Emerald Advisers, LLC | 615,594 | $42.3M | 1.30% | +164,097+36.3% | Added |
| Norges Bank | 624,365 | $42.9M | 0.00% | +624,365 | New |
| UBS Group AG | 624,407 | $42.9M | 0.01% | −57,261−8.4% | Reduced |
| Bank of America Corp | 687,700 | $47.3M | 0.00% | −84,699−11.0% | Reduced |
| Capital World Investors | 719,000 | $49.4M | 0.01% | 00.0% | Unchanged |
| Northern Trust Corp | 786,698 | $54.1M | 0.01% | −75,482−8.8% | Reduced |
| Morgan Stanley | 813,212 | $55.9M | 0.00% | −24,036−2.9% | Reduced |
| Price T Rowe Associates Inc | 825,722 | $56.8M | 0.01% | +74,270+9.9% | Added |
| Balyasny Asset Management LLC | 885,321 | $60.9M | 0.11% | +885,321 | New |
| Jennison Associates LLC | 935,531 | $64.3M | 0.04% | +37,475+4.2% | Added |
| Wells Fargo & Company | 940,910 | $64.7M | 0.01% | +16,396+1.8% | Added |
| Heard Capital LLC | 981,510 | $67.5M | 3.17% | +224,970+29.7% | Added |
| Bank of New York Mellon Corp | 1,004,824 | $69.1M | 0.01% | −231,174−18.7% | Reduced |
| Natixis Advisors, L.P. | 1,019,832 | $70.1M | 0.10% | +100,956+11.0% | Added |
| JPMorgan Chase & Co | 1,025,893 | $70.5M | 0.00% | +63,115+6.6% | Added |
| Dimensional Fund Advisors LP | 1,216,644 | $83.6M | 0.02% | +105,185+9.5% | Added |
| Madison Asset Management, LLC | 1,218,178 | $83.7M | 0.96% | −66,083−5.1% | Reduced |
| HighTower Advisors, LLC | 1,385,692 | $95.3M | 0.10% | +129,368+10.3% | Added |
| Timucuan Asset Management Inc | 1,405,796 | $96.6M | 3.14% | −15,919−1.1% | Reduced |
| Goldman Sachs Group Inc | 1,876,578 | $129.0M | 0.02% | +89,471+5.0% | Added |
| Geode Capital Management, LLC | 2,085,586 | $143.4M | 0.01% | +1,164+0.1% | Added |
| Ameriprise Financial Inc | 2,678,168 | $184.1M | 0.04% | +406,265+17.9% | Added |
| State Street Corp | 2,856,379 | $196.3M | 0.01% | −29,779−1.0% | Reduced |
| London Co of Virginia | 3,061,979 | $210.5M | 1.21% | −203,899−6.2% | Reduced |
| Charles Schwab Investment Management Inc | 3,194,479 | $219.6M | 0.03% | +66,697+2.1% | Added |
| Wasatch Advisors Inc | 3,432,623 | $236.0M | 1.40% | +128,443+3.9% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 6,033,755 | $414.8M | 1.11% | −423,660−6.6% | Reduced |
| Vanguard Group Inc | 8,509,013 | $584.9M | 0.01% | −223,422−2.6% | Reduced |
| BlackRock, Inc. | 8,809,808 | $605.6M | 0.01% | −10,853−0.1% | Reduced |
| Limestone Investment Advisors LP | 1,000 | – | – | 00.0% | Unchanged |
| Azora Capital LP | 0 | $0 | 0.00% | −223,470−100.0% | Sold out |