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 |
|---|---|---|---|---|---|
| GAMMA Investing LLC | 1,336 | $76.2K | 0.00% | −217−14.0% | Reduced |
| Parallel Advisors, LLC | 1,375 | $78.4K | 0.00% | +30+2.2% | Added |
| Pinnacle Wealth Planning Services, Inc. | 1,378 | $78.5K | 0.01% | −127−8.4% | Reduced |
| Whittier Trust Co of Nevada Inc | 1,849 | $104.3K | 0.00% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 1,856 | $105.8K | 0.00% | +173+10.3% | Added |
| Covestor Ltd | 1,904 | $109.0K | 0.08% | −1,942−50.5% | Reduced |
| Vestcor Inc | 1,937 | $110.0K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 2,299 | $131.0K | 0.00% | +34+1.5% | Added |
| Central Pacific Bank - Trust Division | 2,490 | $141.9K | 0.02% | +2,490 | New |
| Nisa Investment Advisors, LLC | 2,715 | $154.8K | 0.00% | −3,772−58.1% | Reduced |
| KBC Group NV | 2,800 | $160.0K | 0.00% | +785+39.0% | Added |
| Parkside Financial Bank & Trust | 3,108 | $177.2K | 0.01% | +142+4.8% | Added |
| Profund Advisors LLC | 3,553 | $202.5K | 0.01% | −2,232−38.6% | Reduced |
| Heritage Family Offices, LLP | 3,637 | $207.3K | 0.09% | −1,154−24.1% | Reduced |
| Evoke Wealth, LLC | 3,668 | $209.1K | 0.00% | +596+19.4% | Added |
| Tower Research Capital LLC (TRC) | 3,680 | $209.8K | 0.01% | +1,259+52.0% | Added |
| Everence Capital Management Inc | 3,694 | $211.0K | 0.01% | −1,496−28.8% | Reduced |
| AlphaGrep UK Ltd | 3,713 | $211.6K | 0.06% | +3,713 | New |
| Equitable Holdings, Inc. | 3,081 | $211.8K | 0.00% | 00.0% | Unchanged |
| CIBC Bancorp USA Inc. | 3,774 | $215.1K | 0.00% | +3,774 | New |
| Marex Group plc | 3,802 | $216.7K | 0.00% | +3,802 | New |
| Snowden Capital Advisors LLC | 3,850 | $219.4K | 0.01% | −66−1.7% | Reduced |
| Vise Technologies, Inc. | 3,205 | $220.3K | 0.00% | 00.0% | Unchanged |
| DnB Asset Management AS | 3,893 | $221.9K | 0.00% | +3,893 | New |
| Legacy Capital Wealth Partners, LLC | 3,904 | $222.5K | 0.05% | +731+23.0% | Added |
| Brevan Howard Capital Management LP | 3,935 | $224.3K | 0.00% | +3,935 | New |
| Cambridge Investment Research Advisors, Inc. | 3,956 | $225.0K | 0.00% | +357+9.9% | Added |
| Brighton Jones LLC | 4,008 | $228.4K | 0.01% | +4,008 | New |
| Oasis Advisors, LLC | 4,032 | $229.9K | 0.05% | +4,032 | New |
| Alpine Woods Capital Investors, LLC | 4,059 | $231.4K | 0.06% | +4,059 | New |
| CIBC Asset Management Inc | 4,134 | $235.6K | 0.00% | −83−2.0% | Reduced |
| Swiss Life Asset Management Ltd | 4,264 | $243.0K | 0.00% | −2,163−33.7% | Reduced |
| Pallas Capital Advisors LLC | 4,288 | $244.4K | 0.01% | +1,051+32.5% | Added |
| Jacobs Levy Equity Management, Inc | 4,340 | $247.4K | 0.00% | −335−7.2% | Reduced |
| State of Wyoming | 4,366 | $248.9K | 0.03% | −11,228−72.0% | Reduced |
| Tritonpoint Wealth, LLC | 4,492 | $256.0K | 0.03% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 4,542 | $258.9K | 0.00% | −970−17.6% | Reduced |
| Centiva Capital, LP | 4,572 | $260.6K | 0.01% | +4,572 | New |
| QRG Capital Management, Inc. | 4,653 | $265.2K | 0.00% | −1,422−23.4% | Reduced |
| Bayforest Capital Ltd | 4,872 | $277.7K | 0.31% | +2,714+125.8% | Added |
| St Germain D J Co Inc | 5,000 | $285.0K | 0.01% | +5,000 | New |
| Capital Investment Advisory Services, LLC | 5,223 | $297.7K | 0.02% | +4+0.1% | Added |
| Benjamin Edwards Inc | 5,236 | $298.5K | 0.00% | +333+6.8% | Added |
| Pinnacle Financial Partners, Inc. | 5,299 | $302.0K | 0.00% | −888−14.4% | Reduced |
| Bank of Montreal | 5,461 | $311.3K | 0.00% | +419+8.3% | Added |
| AE Wealth Management LLC | 5,513 | $314.3K | 0.00% | +990+21.9% | Added |
| Keybank National Association | 5,526 | $315.0K | 0.00% | −1,712−23.7% | Reduced |
| Pensionmark Financial Group, LLC | 5,527 | $315.0K | 0.01% | −762−12.1% | Reduced |
| Meeder Asset Management Inc | 5,547 | $316.2K | 0.02% | +5,547 | New |
| Hantz Financial Services, Inc. | 5,590 | $319.0K | 0.00% | +5,174+1,243.8% | Added |
| Sanctuary Advisors, LLC | 5,681 | $323.8K | 0.00% | −4,977−46.7% | Reduced |
| RSM US Wealth Management LLC | 5,819 | $331.7K | 0.00% | +247+4.4% | Added |
| Vinva Investment Management Ltd | 4,153 | $332.6K | 0.00% | +4,153 | New |
| Gamco Investors, Inc. Et Al | 6,000 | $342.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 6,036 | $344.1K | 0.01% | 00.0% | Unchanged |
| Fulton Bank, N.A. | 6,163 | $351.3K | 0.01% | −318−4.9% | Reduced |
| Trajan Wealth LLC | 6,197 | $353.2K | 0.01% | +1,339+27.6% | Added |
| DGS Capital Management, LLC | 6,263 | $357.0K | 0.06% | −649−9.4% | Reduced |
| O'Rourke & Company, Inc | 6,410 | $365.4K | 0.14% | −50−0.8% | Reduced |
| Financiere des Professionnels - Fonds d,investissement inc. | 6,603 | $376.4K | 0.02% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 6,665 | $379.9K | 0.00% | −914−12.1% | Reduced |
| D.A. Davidson & Co. | 6,666 | $380.0K | 0.00% | 00.0% | Unchanged |
| Xponance, Inc. | 6,945 | $395.9K | 0.00% | +1,050+17.8% | Added |
| Mount Yale Investment Advisors, LLC | 7,107 | $405.1K | 0.01% | +4,040+131.7% | Added |
| State of Wisconsin Investment Board | 7,227 | $411.9K | 0.00% | +3,192+79.1% | Added |
| Apollon Wealth Management, LLC | 7,256 | $413.6K | 0.01% | +26+0.4% | Added |
| Amundi | 7,296 | $415.9K | 0.00% | +7,296 | New |
| MML Investors Services, LLC | 7,452 | $424.8K | 0.00% | +601+8.8% | Added |
| Private Advisor Group, LLC | 7,474 | $426.0K | 0.00% | +1,281+20.7% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 7,494 | $427.2K | 0.00% | +7,494 | New |
| Public Employees Retirement Association of Colorado | 7,648 | $436.0K | 0.00% | 00.0% | Unchanged |
| Aviva PLC | 7,695 | $438.6K | 0.00% | +225+3.0% | Added |
| Advisor Group Holdings, Inc. | 7,781 | $443.6K | 0.00% | −734−8.6% | Reduced |
| Colony Group, LLC | 7,795 | $448.1K | 0.00% | +2,767+55.0% | Added |
| Greenwood Capital Associates LLC | 7,902 | $450.4K | 0.05% | −13,500−63.1% | Reduced |
| Kestra Investment Management, LLC | 7,984 | $455.1K | 0.01% | +2,427+43.7% | Added |
| Inceptionr LLC | 8,348 | $475.8K | 0.11% | +8,348 | New |
| Peak Financial Advisors LLC | 8,421 | $480.0K | 0.21% | −86−1.0% | Reduced |
| Capstone Investment Advisors, LLC | 8,436 | $480.9K | 0.00% | +4,609+120.4% | Added |
| Mutual of America Capital Management LLC | 8,468 | $482.7K | 0.01% | +11+0.1% | Added |
| Trust Point Inc. | 8,487 | $483.8K | 0.04% | −125−1.5% | Reduced |
| Kestra Private Wealth Services, LLC | 8,503 | $484.7K | 0.01% | +8,503 | New |
| Argent Trust Co | 8,647 | $492.9K | 0.02% | −1,087−11.2% | Reduced |
| Wesbanco Bank Inc | 9,339 | $532.3K | 0.01% | +450+5.1% | Added |
| Naples Global Advisors, LLC | 9,341 | $532.5K | 0.04% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 9,383 | $534.8K | 0.00% | +859+10.1% | Added |
| Advyzon Investment Management, LLC | 9,422 | $537.1K | 0.05% | +1,356+16.8% | Added |
| Integrated Wealth Concepts LLC | 9,432 | $537.6K | 0.00% | +4,935+109.7% | Added |
| Creative Planning | 9,712 | $553.6K | 0.00% | +2,063+27.0% | Added |
| Indivisible Partners | 9,869 | $562.5K | 0.05% | +1,087+12.4% | Added |
| Truist Financial Corp | 9,919 | $565.4K | 0.00% | −540−5.2% | Reduced |
| The PNC Financial Services Group, Inc. | 9,936 | $566.4K | 0.00% | +2,265+29.5% | Added |
| First National Advisers, LLC | 10,141 | $578.0K | 0.08% | +1,818+21.8% | Added |
| Maryland State Retirement & Pension System | 10,785 | $614.7K | 0.01% | −121−1.1% | Reduced |
| Strata Wealth Advisors, LLC | 10,960 | $624.7K | 0.17% | −437−3.8% | Reduced |
| Teacher Retirement System of Texas | 11,024 | $628.4K | 0.00% | −26,177−70.4% | Reduced |
| Geneos Wealth Management Inc. | 11,160 | $636.1K | 0.01% | 00.0% | Unchanged |
| Quantum Private Wealth, LLC | 11,314 | $644.9K | 0.20% | 00.0% | Unchanged |
| ProShare Advisors LLC | 11,562 | $659.0K | 0.00% | −2,873−19.9% | Reduced |
| Impact Capital Partners LLC | 11,754 | $670.0K | 0.20% | +606+5.4% | Added |