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 |
|---|---|---|---|---|---|
| Thrivent Financial for Lutherans | 50,846 | $3.50M | 0.01% | −2,668−5.0% | Reduced |
| Oppenheimer Asset Management Inc. | 50,738 | $3.49M | 0.04% | −2,377−4.5% | Reduced |
| State of Alaska, Department of Revenue | 50,466 | $3.47M | 0.04% | +10,098+25.0% | Added |
| Park Circle Co | 50,176 | $3.45M | 3.11% | 00.0% | Unchanged |
| Hilton Capital Management, LLC | 48,556 | $3.34M | 0.25% | +4,779+10.9% | Added |
| Neuberger Berman Group LLC | 47,370 | $3.26M | 0.00% | +270+0.6% | Added |
| Citigroup Inc | 44,722 | $3.07M | 0.00% | −63,088−58.5% | Reduced |
| First National Bank of Omaha | 44,221 | $3.04M | 0.09% | −534−1.2% | Reduced |
| NewEdge Wealth, LLC | 44,093 | $3.03M | 0.03% | −2,576−5.5% | Reduced |
| MetLife Investment Management | 41,493 | $2.85M | 0.01% | −2,097−4.8% | Reduced |
| Two Sigma Advisers, LP | 40,600 | $2.79M | 0.01% | −16,300−28.6% | Reduced |
| Brinker Capital Investments, LLC | 40,149 | $2.76M | 0.02% | −6,009−13.0% | Reduced |
| Verdence Capital Advisors LLC | 39,279 | $2.70M | 0.16% | −26−0.1% | Reduced |
| Comerica Bank | 37,534 | $2.58M | 0.01% | −7,053−15.8% | Reduced |
| Teacher Retirement System of Texas | 37,201 | $2.56M | 0.01% | −3,405−8.4% | Reduced |
| Magnetar Financial LLC | 36,516 | $2.51M | 0.02% | +36,516 | New |
| Illinois Municipal Retirement Fund | 36,466 | $2.51M | 0.03% | −1,668−4.4% | Reduced |
| New York State Teachers Retirement System | 35,940 | $2.47M | 0.00% | +7,461+26.2% | Added |
| Man Group plc | 35,911 | $2.47M | 0.00% | +2,627+7.9% | Added |
| Diversify Advisory Services, LLC | 31,743 | $2.46M | 0.08% | +2,792+9.6% | Added |
| State of Tennessee, Treasury Department | 34,110 | $2.44M | 0.01% | −6,129−15.2% | Reduced |
| State of New Jersey Common Pension Fund D | 35,370 | $2.43M | 0.01% | +4,712+15.4% | Added |
| Janus Henderson Group PLC | 34,626 | $2.38M | 0.00% | −210,754−85.9% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 34,518 | $2.37M | 0.00% | −29−0.1% | Reduced |
| Louisiana State Employees Retirement System | 33,900 | $2.33M | 0.04% | −200−0.6% | Reduced |
| Toroso Investments, LLC | 33,895 | $2.33M | 0.01% | +2,856+9.2% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 33,555 | $2.31M | 0.00% | +12,875+62.3% | Added |
| Fred Alger Management, LLC | 32,949 | $2.26M | 0.01% | −20−0.1% | Reduced |
| Moran Wealth Management, LLC | 32,786 | $2.25M | 0.07% | −5,202−13.7% | Reduced |
| Cresset Asset Management, LLC | 32,555 | $2.24M | 0.01% | −275−0.8% | Reduced |
| BNP Paribas Arbitrage, SA | 32,554 | $2.24M | 0.00% | −16,753−34.0% | Reduced |
| Gabelli Funds LLC | 32,050 | $2.20M | 0.01% | +7,500+30.5% | Added |
| Pathstone Holdings, LLC | 31,839 | $2.19M | 0.01% | −3,747−10.5% | Reduced |
| Janney Montgomery Scott LLC | 31,229 | $2.15M | 0.00% | +289+0.9% | Added |
| Zacks Investment Management | 31,056 | $2.13M | 0.02% | +1,048+3.5% | Added |
| SG Americas Securities, LLC | 30,145 | $2.07M | 0.00% | +22,838+312.5% | Added |
| Eagle Rock Investment Company, LLC | 30,105 | $2.07M | 0.29% | 00.0% | Unchanged |
| Knights of Columbus Asset Advisors LLC | 29,635 | $2.04M | 0.12% | +29,635 | New |
| Quantinno Capital Management LP | 28,837 | $1.98M | 0.00% | +11,387+65.3% | Added |
| Russell Investments Group, Ltd. | 28,215 | $1.94M | 0.00% | +894+3.3% | Added |
| Salvus Wealth Management, LLC | 27,890 | $1.92M | 1.07% | +340+1.2% | Added |
| Intech Investment Management LLC | 27,218 | $1.87M | 0.02% | 00.0% | Unchanged |
| Ensign Peak Advisors, Inc | 26,782 | $1.84M | 0.00% | −11,638−30.3% | Reduced |
| O'Shaughnessy Asset Management, LLC | 26,399 | $1.81M | 0.01% | +2,305+9.6% | Added |
| American Century Companies Inc | 25,962 | $1.78M | 0.00% | −9,754−27.3% | Reduced |
| Jefferies Financial Group Inc. | 24,803 | $1.70M | 0.01% | +24,803 | New |
| M&T Bank Corp | 24,179 | $1.66M | 0.01% | −1,117−4.4% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 22,781 | $1.57M | 0.00% | +1,139+5.3% | Added |
| Yousif Capital Management, LLC | 20,702 | $1.55M | 0.02% | −3,033−12.8% | Reduced |
| Atria Investments LLC | 21,679 | $1.49M | 0.02% | −1,585−6.8% | Reduced |
| Amalgamated Bank | 21,557 | $1.48M | 0.01% | +324+1.5% | Added |
| Greenwood Capital Associates LLC | 21,402 | $1.47M | 0.16% | +284+1.3% | Added |
| Cerity Partners LLC | 21,064 | $1.45M | 0.00% | +1,287+6.5% | Added |
| Integrated Quantitative Investments LLC | 20,981 | $1.44M | 0.31% | +3,329+18.9% | Added |
| Hennion & Walsh Asset Management, Inc. | 20,902 | $1.44M | 0.05% | −2,414−10.4% | Reduced |
| Arizona State Retirement System | 20,875 | $1.43M | 0.01% | −1,076−4.9% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 20,267 | $1.39M | 0.01% | −300−1.5% | Reduced |
| HSBC Holdings PLC | 19,726 | $1.36M | 0.00% | +16,651+541.5% | Added |
| State Board of Administration of Florida Retirement System | 19,010 | $1.31M | 0.00% | 00.0% | Unchanged |
| Elo Mutual Pension Insurance Co | 18,970 | $1.30M | 0.02% | +18,970 | New |
| Schonfeld Strategic Advisors LLC | 18,377 | $1.26M | 0.01% | −43,928−70.5% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 18,319 | $1.26M | 0.01% | −572−3.0% | Reduced |
| Teachers Retirement System of the State of Kentucky | 18,178 | $1.25M | 0.01% | −1,931−9.6% | Reduced |
| Handelsbanken Fonder AB | 17,251 | $1.19M | 0.00% | +1,300+8.1% | Added |
| Oregon Public Employees Retirement Fund | 16,955 | $1.17M | 0.01% | +200+1.2% | Added |
| SkyView Investment Advisors, LLC | 16,762 | $1.15M | 0.15% | +155+0.9% | Added |
| Campbell Newman Asset Management Inc | 16,565 | $1.14M | 0.08% | −593−3.5% | Reduced |
| KLP Kapitalforvaltning AS | 15,900 | $1.09M | 0.00% | +400+2.6% | Added |
| State of Wyoming | 15,594 | $1.07M | 0.12% | +6,135+64.9% | Added |
| JustInvest LLC | 15,377 | $1.06M | 0.01% | +744+5.1% | Added |
| Resources Investment Advisors, LLC. | 15,359 | $1.06M | 0.01% | −282−1.8% | Reduced |
| J2 Capital Management Inc | 15,344 | $1.05M | 0.77% | +1,808+13.4% | Added |
| Mariner, LLC | 15,117 | $1.04M | 0.00% | +2,261+17.6% | Added |
| Mercer Global Advisors Inc | 14,962 | $1.03M | 0.00% | +2,287+18.0% | 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 |
| Versor Investments LP | 14,700 | $1.01M | 0.16% | +4,400+42.7% | Added |
| Steward Partners Investment Advisory, LLC | 14,667 | $1.01M | 0.01% | +128+0.9% | Added |
| ProShare Advisors LLC | 14,435 | $992.3K | 0.00% | +430+3.1% | Added |
| CWM, LLC | 14,190 | $975.0K | 0.00% | +3,954+38.6% | Added |
| Drucker Wealth 3.0, LLC | 13,850 | $952.1K | 0.17% | +38+0.3% | Added |
| Sierra Summit Advisors LLC | 12,686 | $872.0K | 0.13% | +12,686 | New |
| Susquehanna International Group, LLP | 12,201 | $838.7K | 0.00% | +1,299+11.9% | Added |
| Cetera Investment Advisers | 12,147 | $835.0K | 0.00% | +1,433+13.4% | Added |
| Sandler Capital Management | 11,988 | $824.1K | 0.37% | −16,132−57.4% | Reduced |
| Curated Wealth Partners LLC | 11,957 | $821.9K | 0.09% | +2,568+27.4% | Added |
| Pictet Asset Management Holding SA | 11,515 | $791.5K | 0.00% | +798+7.4% | Added |
| Squarepoint Ops LLC | 11,417 | $784.8K | 0.00% | −29,310−72.0% | Reduced |
| Franklin Resources Inc | 11,400 | $783.6K | 0.00% | +731+6.9% | Added |
| Strata Wealth Advisors, LLC | 11,397 | $783.4K | 0.22% | −12,506−52.3% | Reduced |
| Captrust Financial Advisors | 11,368 | $781.4K | 0.00% | +1,122+11.0% | Added |
| Quantum Private Wealth, LLC | 11,314 | $777.7K | 0.23% | −438−3.7% | Reduced |
| Geneos Wealth Management Inc. | 11,160 | $767.1K | 0.02% | 00.0% | Unchanged |
| Impact Capital Partners LLC | 11,148 | $766.3K | 0.23% | −852−7.1% | Reduced |
| Maryland State Retirement & Pension System | 10,906 | $749.7K | 0.02% | +242+2.3% | Added |
| Sanctuary Advisors, LLC | 10,658 | $732.7K | 0.00% | −406−3.7% | Reduced |
| Odyssean, LLC | 10,618 | $729.9K | 0.52% | +10,618 | New |
| Cornerstone Investment Partners, LLC | 10,522 | $723.3K | 0.03% | +103+1.0% | Added |
| CI Private Wealth, LLC | 10,486 | $720.8K | 0.00% | +3,182+43.6% | Added |
| US Bancorp | 10,479 | $720.3K | 0.00% | +398+3.9% | Added |