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 |
|---|---|---|---|---|---|
| Truist Financial Corp | 10,459 | $719.0K | 0.00% | −180−1.7% | Reduced |
| Invst, LLC | 10,199 | $701.1K | 0.08% | −798−7.3% | Reduced |
| Argent Trust Co | 9,734 | $669.1K | 0.02% | −3,563−26.8% | Reduced |
| Naples Global Advisors, LLC | 9,341 | $642.1K | 0.05% | −280−2.9% | Reduced |
| Wesbanco Bank Inc | 8,889 | $611.0K | 0.02% | +180+2.1% | Added |
| Indivisible Partners | 8,782 | $603.7K | 0.07% | +8,782 | New |
| Trust Point Inc. | 8,612 | $592.0K | 0.05% | −55−0.6% | Reduced |
| Merit Financial Group, LLC | 8,524 | $586.0K | 0.00% | +2,674+45.7% | Added |
| Advisor Group Holdings, Inc. | 8,515 | $585.5K | 0.00% | −5,083−37.4% | Reduced |
| Peak Financial Advisors LLC | 8,507 | $584.8K | 0.26% | −272−3.1% | Reduced |
| Mutual of America Capital Management LLC | 8,457 | $581.3K | 0.01% | +148+1.8% | Added |
| First National Advisers, LLC | 8,323 | $572.1K | 0.08% | −397−4.6% | Reduced |
| Advyzon Investment Management, LLC | 8,066 | $554.5K | 0.06% | +8,066 | New |
| Quest Partners LLC | 7,671 | $527.3K | 0.03% | −35,118−82.1% | Reduced |
| The PNC Financial Services Group, Inc. | 7,671 | $527.3K | 0.00% | −398−4.9% | Reduced |
| Public Employees Retirement Association of Colorado | 7,648 | $526.0K | 0.00% | 00.0% | Unchanged |
| Creative Planning | 7,649 | $525.8K | 0.00% | −10−0.1% | Reduced |
| Commonwealth Equity Services, LLC | 7,579 | $521.0K | 0.00% | −499−6.2% | Reduced |
| Aviva PLC | 7,470 | $513.5K | 0.00% | +888+13.5% | Added |
| Independent Financial Group, LLC | 7,461 | $512.9K | 0.01% | +7,461 | New |
| XTX Topco Ltd | 7,318 | $503.0K | 0.01% | −1,393−16.0% | Reduced |
| Keybank National Association | 7,238 | $497.5K | 0.00% | +552+8.3% | Added |
| Apollon Wealth Management, LLC | 7,230 | $497.0K | 0.01% | −11−0.2% | Reduced |
| DGS Capital Management, LLC | 6,912 | $475.1K | 0.08% | +2,329+50.8% | Added |
| MML Investors Services, LLC | 6,851 | $470.9K | 0.00% | −1,235−15.3% | Reduced |
| Verition Fund Management LLC | 6,800 | $467.4K | 0.00% | −29,601−81.3% | Reduced |
| Farringdon Capital, Ltd. | 6,685 | $459.5K | 0.11% | +6,685 | New |
| Picton Mahoney Asset Management | 6,670 | $458.5K | 0.01% | +6,670 | New |
| D.A. Davidson & Co. | 6,666 | $458.2K | 0.00% | −100−1.5% | Reduced |
| Financiere des Professionnels - Fonds d,investissement inc. | 6,603 | $453.9K | 0.03% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 6,487 | $445.9K | 0.00% | +2,963+84.1% | Added |
| Fulton Bank, N.A. | 6,481 | $445.5K | 0.02% | −197−2.9% | Reduced |
| O'Rourke & Company, Inc | 6,460 | $444.1K | 0.17% | −57−0.9% | Reduced |
| We Are One Seven, LLC | 6,453 | $443.6K | 0.01% | +519+8.7% | Added |
| Swiss Life Asset Management Ltd | 6,427 | $441.8K | 0.00% | +3,006+87.9% | Added |
| Pensionmark Financial Group, LLC | 6,289 | $432.3K | 0.01% | −1,040−14.2% | Reduced |
| Private Advisor Group, LLC | 6,193 | $425.7K | 0.00% | +95+1.6% | Added |
| Pinnacle Financial Partners, Inc. | 6,187 | $425.3K | 0.00% | +6,187 | New |
| QRG Capital Management, Inc. | 6,075 | $417.6K | 0.00% | +2,582+73.9% | Added |
| Ameritas Investment Partners, Inc. | 6,036 | $414.9K | 0.01% | −177−2.8% | Reduced |
| 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 |
| Xponance, Inc. | 5,895 | $405.2K | 0.00% | +32+0.5% | Added |
| Profund Advisors LLC | 5,785 | $397.7K | 0.01% | +2,437+72.8% | Added |
| RSM US Wealth Management LLC | 5,572 | $392.6K | 0.01% | +72+1.3% | Added |
| Advisory Services Network, LLC | 5,650 | $388.4K | 0.01% | −98−1.7% | Reduced |
| Kestra Investment Management, LLC | 5,557 | $382.0K | 0.01% | −174−3.0% | Reduced |
| Mackenzie Financial Corp | 5,424 | $381.4K | 0.00% | −69,887−92.8% | Reduced |
| Rockefeller Capital Management L.P. | 5,512 | $378.9K | 0.00% | +548+11.0% | Added |
| Capital Investment Advisory Services, LLC | 5,219 | $358.7K | 0.03% | +5+0.1% | Added |
| Everence Capital Management Inc | 5,190 | $357.0K | 0.02% | 00.0% | Unchanged |
| Ieq Capital, LLC | 5,189 | $356.7K | 0.00% | +5,189 | New |
| Bank of Montreal | 5,042 | $346.6K | 0.00% | −210−4.0% | Reduced |
| Colony Group, LLC | 5,028 | $345.7K | 0.00% | +1,906+61.1% | Added |
| CIBC World Markets Corp | 4,920 | $338.2K | 0.00% | +4,920 | New |
| Benjamin Edwards Inc | 4,903 | $337.0K | 0.00% | +116+2.4% | Added |
| Trajan Wealth LLC | 4,858 | $333.9K | 0.01% | −254−5.0% | Reduced |
| Heritage Family Offices, LLP | 4,791 | $329.3K | 0.15% | −655−12.0% | Reduced |
| Jacobs Levy Equity Management, Inc | 4,675 | $321.4K | 0.00% | 00.0% | Unchanged |
| AE Wealth Management LLC | 4,523 | $311.0K | 0.00% | +951+26.6% | Added |
| Integrated Wealth Concepts LLC | 4,497 | $309.1K | 0.00% | −4,958−52.4% | Reduced |
| Tritonpoint Wealth, LLC | 4,492 | $308.8K | 0.03% | 00.0% | Unchanged |
| Envestnet Portfolio Solutions, Inc. | 4,455 | $306.2K | 0.00% | −83−1.8% | Reduced |
| CIBC Asset Management Inc | 4,217 | $289.9K | 0.00% | −179−4.1% | Reduced |
| Modern Wealth Management, LLC | 4,061 | $279.2K | 0.01% | +4,061 | New |
| State of Wisconsin Investment Board | 4,035 | $277.4K | 0.00% | −3,079−43.3% | Reduced |
| Princeton Capital Management LLC | 4,000 | $275.0K | 0.07% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 3,916 | $269.2K | 0.01% | −57−1.4% | Reduced |
| Jump Financial, LLC | 3,900 | $268.1K | 0.00% | −10,800−73.5% | Reduced |
| Covestor Ltd | 3,846 | $264.0K | 0.14% | +873+29.4% | Added |
| Capstone Investment Advisors, LLC | 3,827 | $263.1K | 0.00% | +3,827 | New |
| Cambridge Investment Research Advisors, Inc. | 3,599 | $247.0K | 0.00% | −408−10.2% | Reduced |
| GW Henssler & Associates Ltd | 3,433 | $236.0K | 0.01% | +181+5.6% | Added |
| Simon Quick Advisors, LLC | 3,280 | $225.5K | 0.01% | −2−0.1% | Reduced |
| Pallas Capital Advisors LLC | 3,237 | $222.5K | 0.01% | +225+7.5% | Added |
| Petros Family Wealth, LLC | 3,221 | $221.4K | 0.15% | −366−10.2% | Reduced |
| Vise Technologies, Inc. | 3,205 | $220.3K | 0.00% | +309+10.7% | Added |
| Legacy Capital Wealth Partners, LLC | 3,173 | $218.1K | 0.05% | −157−4.7% | Reduced |
| Brown Advisory Inc | 3,122 | $214.6K | 0.00% | +3,122 | New |
| Portside Wealth Group, LLC | 3,091 | $212.5K | 0.03% | −730−19.1% | Reduced |
| Equitable Holdings, Inc. | 3,081 | $211.8K | 0.00% | −499−13.9% | Reduced |
| Evoke Wealth, LLC | 3,072 | $211.2K | 0.00% | +52+1.7% | Added |
| Mount Yale Investment Advisors, LLC | 3,067 | $210.8K | 0.01% | +3,067 | New |
| Venturi Wealth Management, LLC | 3,057 | $210.1K | 0.01% | −248−7.5% | Reduced |
| Waterloo Capital, L.P. | 2,997 | $206.0K | 0.01% | +7+0.2% | Added |
| Parkside Financial Bank & Trust | 2,966 | $203.9K | 0.02% | +20+0.7% | Added |
| Sage Rhino Capital LLC | 2,954 | $203.1K | 0.04% | −36−1.2% | Reduced |
| Tower Research Capital LLC (TRC) | 2,421 | $166.4K | 0.00% | −482−16.6% | Reduced |
| Jones Financial Companies LLLP | 2,318 | $159.3K | 0.00% | +694+42.7% | Added |
| Huntington National Bank | 2,265 | $155.7K | 0.00% | −10−0.4% | Reduced |
| Essential Partners LLC | 2,229 | $153.2K | 0.05% | +18+0.8% | Added |
| Bayforest Capital Ltd | 2,158 | $148.3K | 0.11% | +2,158 | New |
| Kestra Advisory Services, LLC | 2,136 | $146.8K | 0.00% | +2,136 | New |
| Whittier Trust Co of Nevada Inc | 1,849 | $141.6K | 0.00% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 2,041 | $140.3K | 0.02% | +2,041 | New |
| KBC Group NV | 2,015 | $139.0K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 1,921 | $135.4K | 0.01% | +56+3.0% | Added |
| Vestcor Inc | 1,937 | $133.0K | 0.00% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 1,683 | $115.7K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 1,553 | $106.8K | 0.01% | +43+2.8% | Added |