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 |
|---|---|---|---|---|---|
| Pinnacle Wealth Planning Services, Inc. | 1,505 | $103.5K | 0.01% | +1,505 | New |
| Parallel Advisors, LLC | 1,345 | $92.5K | 0.00% | +62+4.8% | Added |
| Public Employees Retirement System of Ohio | 1,169 | $80.4K | 0.00% | +56+5.0% | Added |
| Signaturefd, LLC | 1,153 | $79.3K | 0.00% | −7−0.6% | Reduced |
| IFP Advisors, Inc | 1,076 | $74.0K | 0.00% | −15−1.4% | Reduced |
| C M Bidwell & Associates Ltd | 1,067 | $73.3K | 0.03% | +5+0.5% | Added |
| Global Retirement Partners, LLC | 996 | $68.5K | 0.00% | +452+83.1% | Added |
| Versant Capital Management, Inc | 949 | $65.2K | 0.01% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 824 | $57.0K | 0.00% | +256+45.1% | Added |
| EverSource Wealth Advisors, LLC | 820 | $56.4K | 0.00% | +112+15.8% | Added |
| Salomon & Ludwin, LLC | 669 | $49.9K | 0.00% | −10−1.5% | Reduced |
| Simplex Trading, LLC | 680 | $46.7K | 0.00% | −128−15.8% | Reduced |
| HM Payson & Co | 679 | $46.7K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 673 | $46.3K | 0.00% | +74+12.4% | Added |
| Umb Bank N A | 668 | $45.9K | 0.00% | +46+7.4% | Added |
| Nomura Asset Management Co Ltd | 630 | $43.3K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 615 | $43.0K | 0.00% | +226+58.1% | Added |
| Massmutual Trust Co FSB | 535 | $36.8K | 0.00% | −41−7.1% | Reduced |
| Allworth Financial LP | 499 | $34.3K | 0.00% | +80+19.1% | Added |
| Sterling Capital Management LLC | 487 | $33.5K | 0.00% | +307+170.6% | Added |
| eCIO, Inc. | 483 | $33.2K | 0.02% | +483 | New |
| MAI Capital Management | 455 | $31.3K | 0.00% | +455 | New |
| GWM Advisors LLC | 429 | $29.5K | 0.00% | −473−52.4% | Reduced |
| Fifth Third Bancorp | 427 | $29.4K | 0.00% | +86+25.2% | Added |
| Hantz Financial Services, Inc. | 416 | $29.0K | 0.00% | +163+64.4% | Added |
| Crewe Advisors LLC | 415 | $28.5K | 0.00% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 400 | $27.5K | 0.00% | +400 | New |
| Farther Finance Advisors, LLC | 394 | $27.1K | 0.00% | −78−16.5% | Reduced |
| Cullen/Frost Bankers, Inc. | 394 | $27.1K | 0.00% | +77+24.3% | Added |
| Northwestern Mutual Wealth Management Co | 357 | $24.5K | 0.00% | −191−34.9% | Reduced |
| City State Bank | 350 | $24.1K | 0.01% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 346 | $23.8K | 0.00% | +89+34.6% | Added |
| Colonial Trust Co | 333 | $22.9K | 0.00% | +7+2.1% | Added |
| Clear Street Markets LLC | 323 | $22.2K | 0.00% | +323 | New |
| Larson Financial Group LLC | 300 | $20.6K | 0.00% | +39+14.9% | Added |
| SRS Capital Advisors, Inc. | 296 | $20.3K | 0.00% | −4,481−93.8% | Reduced |
| LRI Investments, LLC | 284 | $19.5K | 0.00% | −11−3.7% | Reduced |
| CIBC Private Wealth Group, LLC | 259 | $17.8K | 0.00% | +258+25,800.0% | Added |
| Sound Income Strategies, LLC | 223 | $17.3K | 0.00% | +179+406.8% | Added |
| Trust Co of Vermont | 250 | $17.2K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 236 | $16.2K | 0.00% | +116+96.7% | Added |
| SBI Securities Co., Ltd. | 229 | $15.7K | 0.00% | +4+1.8% | Added |
| Capital Advisors, Ltd. LLC | 200 | $14.0K | 0.00% | 00.0% | Unchanged |
| DV Trading LLC | 200 | $13.7K | 0.00% | +200 | New |
| Eastern Bank | 171 | $11.8K | 0.00% | +171 | New |
| WPG Advisers, LLC | 163 | $11.2K | 0.01% | −66−28.8% | Reduced |
| McGuire Capital Advisors Inc | 163 | $11.2K | 0.01% | +163 | New |
| Bare Financial Services, Inc | 162 | $11.1K | 0.00% | +21+14.9% | Added |
| Bell Investment Advisors, Inc | 155 | $10.7K | 0.00% | +86+124.6% | Added |
| Private Wealth Management Group, LLC | 147 | $10.1K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 116 | $7.97K | 0.00% | +38+48.7% | Added |
| Ancora Advisors, LLC | 106 | $7.29K | 0.00% | +106 | New |
| Danske Bank A/S | 100 | $6.87K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 100 | $6.87K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 89 | $6.12K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 91 | $6.00K | 0.00% | −2−2.2% | Reduced |
| SageView Advisory Group, LLC | 85 | $5.84K | 0.00% | +85 | New |
| Stone House Investment Management, LLC | 81 | $5.53K | 0.00% | −56−40.9% | Reduced |
| Nvest Wealth Strategies, Inc. | 75 | $5.16K | 0.00% | +75 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 72 | $5.13K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 65 | $4.47K | 0.00% | −3−4.4% | Reduced |
| Bravera Wealth | 63 | $4.33K | 0.00% | +63 | New |
| NBT Bank N A | 69 | $4.16K | 0.00% | −2−2.8% | Reduced |
| Dogwood Wealth Management LLC | 54 | $3.71K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 50 | $3.44K | 0.00% | +50 | New |
| Optima Capital LLC | 48 | $3.30K | 0.00% | +48 | New |
| Assetmark, Inc | 46 | $3.16K | 0.00% | +18+64.3% | Added |
| Zions Bancorporation, National Association | 46 | $3.16K | 0.00% | +46 | New |
| Farmers & Merchants Investments Inc | 45 | $3.09K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 43 | $2.96K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 41 | $2.82K | 0.00% | +41 | New |
| Union Savings Bank | 39 | $2.68K | 0.00% | +39 | New |
| International Assets Investment Management, LLC | 38 | $2.61K | 0.00% | +38 | New |
| Group One Trading, L.P. | 34 | $2.34K | 0.00% | −23−40.4% | Reduced |
| Quadrant Capital Group LLC | 31 | $2.13K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 29 | $1.99K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 27 | $1.86K | 0.00% | +7+35.0% | Added |
| Bruce G. Allen Investments, LLC | 18 | $1.24K | 0.00% | +15+500.0% | Added |
| Financial Management Professionals, Inc. | 14 | $962 | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 13 | $894 | 0.00% | −26−66.7% | Reduced |
| Ankerstar Wealth, LLC | 13 | $894 | 0.00% | +13 | New |
| Keating Financial Advisory Services, Inc. | 12 | $825 | 0.00% | +12 | New |
| Sunbelt Securities, Inc. | 11 | $756 | 0.00% | +11 | New |
| Hughes Financial Services, LLC | 10 | $687 | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 10 | $687 | 0.00% | +2+25.0% | Added |
| Torren Management, LLC | 10 | $655 | 0.00% | +10 | New |
| Fortitude Family Office, LLC | 7 | $481 | 0.00% | −4−36.4% | Reduced |
| S&T Bank | 6 | $412 | 0.00% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 5 | $347 | 0.00% | +5 | New |
| Quest 10 Wealth Builders, Inc. | 5 | $344 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 4 | $275 | 0.00% | +2+100.0% | Added |
| HFM Investment Advisors, LLC | 4 | $275 | 0.00% | +2+100.0% | Added |
| Gilpin Wealth Management, LLC | 4 | $275 | 0.00% | +4 | New |
| SJS Investment Consulting Inc. | 3 | $207 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 3 | $207 | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 3 | $206 | 0.00% | +3 | New |
| Dunhill Financial, LLC | 2 | $110 | 0.00% | +2 | New |
| Bay Harbor Wealth Management, LLC | 1 | $68 | 0.00% | 00.0% | Unchanged |
| Limestone Investment Advisors LP | 1,000 | – | – | 00.0% | Unchanged |
| Azora Capital LP | 0 | $0 | 0.00% | −223,470−100.0% | Sold out |