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, Q1 2026
Institutional positions in Moelis & Co as of Mar 31, 2026. 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
- 402
- +10 vs. Q4 2025
- Shares held
- 80.1M
- +12.0M (+17.6%) vs. Q4 2025
- Total value
- $4.56B
- −$123.5M (−2.6%) vs. Q4 2025
- New holders
- 65
- 160 more added
- Sold out
- 55
- 134 more reduced
7 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Moelis & Co; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 8,802,109 | $501.7M | 0.01% | −7,699−0.1% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 5,777,773 | $329.3M | 0.97% | −255,982−4.2% | Reduced |
| Vanguard Portfolio Management LLC | 4,628,683 | $263.8M | 0.01% | +4,628,683 | New |
| Wasatch Advisors Inc | 3,742,624 | $213.3M | 1.42% | +310,001+9.0% | Added |
| Vanguard Capital Management LLC | 3,315,040 | $189.0M | 0.00% | +3,315,040 | New |
| State Street Corp | 2,921,129 | $166.5M | 0.01% | +64,750+2.3% | Added |
| London Co of Virginia | 2,903,947 | $165.5M | 1.02% | −158,032−5.2% | Reduced |
| Charles Schwab Investment Management Inc | 2,703,182 | $154.1M | 0.02% | −491,297−15.4% | Reduced |
| Geode Capital Management, LLC | 2,169,253 | $123.7M | 0.01% | +83,667+4.0% | Added |
| Ameriprise Financial Inc | 2,147,192 | $122.4M | 0.03% | −530,976−19.8% | Reduced |
| HighTower Advisors, LLC | 1,785,339 | $101.8M | 0.11% | +399,647+28.8% | Added |
| Madison Asset Management, LLC | 1,773,735 | $101.1M | 1.25% | +555,557+45.6% | Added |
| Goldman Sachs Group Inc | 1,755,018 | $100.0M | 0.01% | −121,560−6.5% | Reduced |
| Timucuan Asset Management Inc | 1,514,701 | $86.3M | 3.18% | +108,905+7.7% | Added |
| Natixis Advisors, L.P. | 1,352,595 | $77.1M | 0.11% | +332,763+32.6% | Added |
| Channing Capital Management, LLC | 1,308,095 | $74.6M | 1.91% | +1,074,563+460.1% | Added |
| Dimensional Fund Advisors LP | 1,277,774 | $72.8M | 0.02% | +61,130+5.0% | Added |
| Jones Financial Companies LLLP | 1,290,540 | $70.1M | 0.03% | +1,288,222+55,574.7% | Added |
| Nomura Asset Management International Inc. | 1,193,768 | $68.0M | 0.12% | +1,193,768 | New |
| JPMorgan Chase & Co | 1,177,612 | $64.7M | 0.00% | +151,719+14.8% | Added |
| Fisher Asset Management, LLC | 1,028,637 | $58.6M | 0.02% | +571,745+125.1% | Added |
| Bank of New York Mellon Corp | 993,897 | $56.7M | 0.01% | −10,927−1.1% | Reduced |
| Heard Capital LLC | 979,810 | $55.8M | 2.89% | −1,700−0.2% | Reduced |
| Morgan Stanley | 948,994 | $54.1M | 0.00% | +135,782+16.7% | Added |
| Wells Fargo & Company | 927,731 | $52.9M | 0.01% | −13,179−1.4% | Reduced |
| Northern Trust Corp | 810,466 | $46.2M | 0.01% | +23,768+3.0% | Added |
| Jennison Associates LLC | 792,617 | $45.2M | 0.03% | −142,914−15.3% | Reduced |
| Capital World Investors | 719,000 | $41.0M | 0.01% | 00.0% | Unchanged |
| Bank of America Corp | 693,812 | $39.5M | 0.00% | +6,112+0.9% | Added |
| Royal Bank of Canada | 649,724 | $37.0M | 0.01% | +195,752+43.1% | Added |
| Manufacturers Life Insurance Company, The | 566,155 | $32.3M | 0.03% | −5,012−0.9% | Reduced |
| Emerald Advisers, LLC | 548,077 | $31.2M | 0.99% | −67,517−11.0% | Reduced |
| Vanguard Fiduciary Trust Co | 514,422 | $29.3M | 0.01% | +514,422 | New |
| Tributary Capital Management, LLC | 476,195 | $27.1M | 2.63% | +106,430+28.8% | Added |
| UBS Group AG | 470,986 | $26.8M | 0.00% | −153,421−24.6% | Reduced |
| Raymond James Financial Inc | 463,510 | $26.4M | 0.01% | +27,709+6.4% | Added |
| Envestnet Asset Management Inc | 387,659 | $22.1M | 0.01% | +46,796+13.7% | Added |
| Fort Washington Investment Advisors Inc | 380,720 | $21.7M | 0.12% | +380,720 | New |
| New York State Common Retirement Fund | 370,220 | $21.1M | 0.03% | +261,237+239.7% | Added |
| Voya Investment Management LLC | 367,936 | $21.0M | 0.02% | −100,613−21.5% | Reduced |
| Principal Financial Group Inc | 361,858 | $20.6M | 0.01% | +7,985+2.3% | Added |
| Capital Management Corp | 355,238 | $20.2M | 3.46% | +46,614+15.1% | Added |
| AQR Capital Management LLC | 348,381 | $19.9M | 0.01% | +114,185+48.8% | Added |
| Emerald Mutual Fund Advisers Trust | 342,465 | $19.5M | 0.95% | −21,058−5.8% | Reduced |
| Royce & Associates LP | 329,989 | $18.8M | 0.19% | +166,328+101.6% | Added |
| SEI Investments Co | 326,357 | $18.6M | 0.02% | −6,965−2.1% | Reduced |
| Deutsche Bank AG | 302,266 | $17.2M | 0.01% | +49,380+19.5% | Added |
| Public Sector Pension Investment Board | 285,752 | $16.3M | 0.05% | +29,660+11.6% | Added |
| Canada Pension Plan Investment Board | 285,400 | $16.3M | 0.01% | −36,400−11.3% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 283,530 | $16.0M | 0.04% | −97,928−25.7% | Reduced |
| Lord, Abbett & Co. LLC | 279,094 | $15.9M | 0.05% | −69,345−19.9% | Reduced |
| Arrowstreet Capital, Limited Partnership | 273,954 | $15.6M | 0.01% | +273,954 | New |
| Millennium Management LLC | 248,159 | $14.1M | 0.01% | +160,317+182.5% | Added |
| Price T Rowe Associates Inc | 237,321 | $13.5M | 0.00% | −588,401−71.3% | Reduced |
| Renaissance Technologies LLC | 219,500 | $12.5M | 0.02% | −76,444−25.8% | Reduced |
| Rhumbline Advisers | 206,172 | $11.8M | 0.01% | +7,981+4.0% | Added |
| Invesco Ltd. | 205,539 | $11.7M | 0.00% | +12,149+6.3% | Added |
| Nuveen, LLC | 200,481 | $11.4M | 0.00% | −13,117−6.1% | Reduced |
| Legal & General Group Plc | 186,121 | $10.6M | 0.00% | −13,541−6.8% | Reduced |
| Prana Capital Management, LP | 181,247 | $10.3M | 0.32% | +181,247 | New |
| Stifel Financial Corp | 168,778 | $9.62M | 0.01% | +35,312+26.5% | Added |
| Winslow Asset Management Inc | 164,908 | $9.40M | 1.83% | −4,111−2.4% | Reduced |
| Bamco Inc | 163,197 | $9.30M | 0.03% | −350,000−68.2% | Reduced |
| Kettle Hill Capital Management, LLC | 155,446 | $8.86M | 2.22% | +155,446 | New |
| UBS Asset Management Americas Inc | 154,572 | $8.81M | 0.00% | −33,235−17.7% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 150,826 | $8.60M | 0.13% | −626−0.4% | Reduced |
| Axiom Investors LLC | 150,115 | $8.56M | 0.10% | −110,982−42.5% | Reduced |
| Swiss National Bank | 146,400 | $8.34M | 0.00% | 00.0% | Unchanged |
| Woodline Partners LP | 142,542 | $8.12M | 0.03% | +142,542 | New |
| Pier Capital, LLC | 138,822 | $7.91M | 1.31% | −2,530−1.8% | Reduced |
| Cramer Rosenthal McGlynn LLC | 128,595 | $7.33M | 0.54% | −92,868−41.9% | Reduced |
| Artisan Partners Limited Partnership | 128,399 | $7.32M | 0.01% | −215,598−62.7% | Reduced |
| FMR LLC | 124,945 | $7.12M | 0.00% | +2,305+1.9% | Added |
| Winton Group Ltd | 121,037 | $6.90M | 0.24% | +121,037 | New |
| Tudor Investment Corp Et Al | 117,398 | $6.69M | 0.04% | −90,487−43.5% | Reduced |
| Alliancebernstein L.P. | 96,273 | $6.62M | 0.00% | +7,598+8.6% | Added |
| Victory Capital Management Inc | 113,451 | $6.47M | 0.00% | +24,370+27.4% | Added |
| Diversify Wealth Management, LLC | 95,168 | $6.38M | 0.11% | +238+0.3% | Added |
| Cinctive Capital Management LP | 97,015 | $5.53M | 0.36% | +97,015 | New |
| Empowered Funds, LLC | 96,426 | $5.50M | 0.04% | +20,372+26.8% | Added |
| Regions Financial Corp | 91,547 | $5.22M | 0.03% | −6,173−6.3% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 88,354 | $5.04M | 0.01% | +53,836+156.0% | Added |
| California State Teachers Retirement System | 87,887 | $5.01M | 0.01% | +17,411+24.7% | Added |
| Quantinno Capital Management LP | 87,535 | $4.99M | 0.01% | +58,698+203.6% | Added |
| First Trust Advisors LP | 84,167 | $4.80M | 0.00% | −3,499−4.0% | Reduced |
| Great West Life Assurance Co | 82,693 | $4.72M | 0.01% | −3,541−4.1% | Reduced |
| Callan Family Office, LLC | 81,436 | $4.64M | 0.11% | +790+1.0% | Added |
| Federated Hermes, Inc. | 81,269 | $4.63M | 0.01% | +8,433+11.6% | Added |
| Alps Advisors Inc | 80,690 | $4.60M | 0.02% | −48−0.1% | Reduced |
| Blue Zone Wealth Advisors, LLC | 80,528 | $4.59M | 0.93% | −2,012−2.4% | Reduced |
| Palisades Investment Partners, LLC | 77,627 | $4.42M | 1.73% | −313−0.4% | Reduced |
| Prudential Financial Inc | 75,745 | $4.32M | 0.01% | +5,025+7.1% | Added |
| First Eagle Investment Management, LLC | 75,101 | $4.28M | 0.01% | −4,200−5.3% | Reduced |
| American Century Companies Inc | 73,222 | $4.17M | 0.00% | +47,260+182.0% | Added |
| B. Metzler seel. Sohn & Co. AG | 72,191 | $4.11M | 0.04% | +9,617+15.4% | Added |
| Y-Intercept (Hong Kong) Ltd | 69,769 | $3.98M | 0.08% | +69,769 | New |
| Vanguard Asset Management, Ltd | 66,412 | $3.79M | 0.00% | +66,412 | New |
| LPL Financial LLC | 65,786 | $3.75M | 0.00% | +2,783+4.4% | Added |
| Freemont Management S.A. | 63,400 | $3.61M | 0.68% | +63,400 | New |
| Citadel Advisors LLC | 62,908 | $3.59M | 0.00% | −125,302−66.6% | Reduced |