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 |
|---|---|---|---|---|---|
| Pictet Asset Management Holding SA | 12,218 | $696.4K | 0.00% | +703+6.1% | Added |
| Curated Wealth Partners LLC | 12,224 | $696.8K | 0.09% | +267+2.2% | Added |
| Skopos Labs, Inc. | 12,243 | $697.9K | 0.02% | +12,243 | New |
| Citigroup Inc | 12,407 | $707.2K | 0.00% | −32,315−72.3% | Reduced |
| US Bancorp | 12,482 | $711.5K | 0.00% | +2,003+19.1% | Added |
| Cetera Investment Advisers | 12,635 | $720.2K | 0.00% | +488+4.0% | Added |
| Franklin Resources Inc | 13,066 | $744.8K | 0.00% | +1,666+14.6% | Added |
| Captrust Financial Advisors | 13,581 | $774.1K | 0.00% | +2,213+19.5% | Added |
| Cornerstone Investment Partners, LLC | 13,671 | $779.2K | 0.03% | +3,149+29.9% | Added |
| Gsa Capital Partners LLP | 14,239 | $812.0K | 0.05% | +14,239 | New |
| Steward Partners Investment Advisory, LLC | 14,697 | $837.7K | 0.00% | +30+0.2% | Added |
| Harbor Advisors LLC | 14,800 | $843.6K | 0.12% | 00.0% | Unchanged |
| Drucker Wealth 3.0, LLC | 15,003 | $855.2K | 0.15% | +1,153+8.3% | Added |
| Resources Investment Advisors, LLC. | 15,295 | $871.8K | 0.01% | −64−0.4% | Reduced |
| JustInvest LLC | 15,635 | $891.2K | 0.01% | +258+1.7% | Added |
| KLP Kapitalforvaltning AS | 16,300 | $929.1K | 0.00% | +400+2.5% | Added |
| Intech Investment Management LLC | 16,307 | $929.5K | 0.01% | −10,911−40.1% | Reduced |
| Entropy Technologies, LP | 16,841 | $959.9K | 0.04% | +16,841 | New |
| Campbell Newman Asset Management Inc | 16,861 | $961.1K | 0.08% | +296+1.8% | Added |
| Oregon Public Employees Retirement Fund | 16,938 | $965.5K | 0.01% | −17−0.1% | Reduced |
| CWM, LLC | 16,973 | $967.5K | 0.00% | +2,783+19.6% | Added |
| SkyView Investment Advisors, LLC | 17,428 | $993.0K | 0.13% | +666+4.0% | Added |
| O'Shaughnessy Asset Management, LLC | 18,074 | $1.03M | 0.01% | −8,325−31.5% | Reduced |
| Teachers Retirement System of the State of Kentucky | 18,178 | $1.04M | 0.01% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 18,198 | $1.04M | 0.00% | +3,236+21.6% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 18,299 | $1.04M | 0.01% | −20−0.1% | Reduced |
| State Board of Administration of Florida Retirement System | 19,010 | $1.08M | 0.00% | 00.0% | Unchanged |
| Vanguard Investments Australia, Ltd. | 19,557 | $1.11M | 0.00% | +19,557 | New |
| M&T Bank Corp | 19,838 | $1.13M | 0.00% | −4,341−18.0% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 20,051 | $1.14M | 0.04% | −851−4.1% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 20,267 | $1.16M | 0.01% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 20,292 | $1.16M | 0.01% | −410−2.0% | Reduced |
| Arizona State Retirement System | 20,342 | $1.16M | 0.01% | −533−2.6% | Reduced |
| PEAK6 LLC | 21,301 | $1.21M | 0.04% | +21,301 | New |
| Amalgamated Bank | 21,314 | $1.22M | 0.01% | −243−1.1% | Reduced |
| Cerity Partners LLC | 22,153 | $1.26M | 0.00% | +1,089+5.2% | Added |
| Atria Investments LLC | 22,344 | $1.27M | 0.01% | +665+3.1% | Added |
| STRS Ohio | 22,600 | $1.29M | 0.01% | +7,800+52.7% | Added |
| Ensign Peak Advisors, Inc | 23,537 | $1.34M | 0.00% | −3,245−12.1% | Reduced |
| Harbor Capital Advisors, Inc. | 25,170 | $1.44M | 0.12% | +25,079+27,559.3% | Added |
| XTX Topco Ltd | 25,372 | $1.45M | 0.03% | +18,054+246.7% | Added |
| Odyssean, LLC | 25,718 | $1.47M | 0.54% | +15,100+142.2% | Added |
| Mariner, LLC | 25,732 | $1.47M | 0.00% | +10,615+70.2% | Added |
| Handelsbanken Fonder AB | 26,051 | $1.49M | 0.00% | +8,800+51.0% | Added |
| Russell Investments Group, Ltd. | 28,191 | $1.60M | 0.00% | −24−0.1% | Reduced |
| Susquehanna Fundamental Investments, LLC | 28,570 | $1.63M | 0.06% | +28,570 | New |
| Knights of Columbus Asset Advisors LLC | 29,505 | $1.68M | 0.10% | −130−0.4% | Reduced |
| Magnetar Financial LLC | 29,561 | $1.68M | 0.02% | −6,955−19.0% | Reduced |
| State of Tennessee, Treasury Department | 29,715 | $1.69M | 0.01% | −4,395−12.9% | Reduced |
| Vanguard Global Advisers, LLC | 29,820 | $1.70M | 0.00% | +29,820 | New |
| Jefferies Financial Group Inc. | 30,353 | $1.73M | 0.02% | +5,550+22.4% | Added |
| CWM Advisors, LLC | 30,605 | $1.74M | 0.10% | +30,605 | New |
| Salvus Wealth Management, LLC | 30,948 | $1.76M | 1.03% | +3,058+11.0% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 32,274 | $1.84M | 0.00% | −1,281−3.8% | Reduced |
| Fred Alger Management, LLC | 32,634 | $1.86M | 0.01% | −315−1.0% | Reduced |
| SG Americas Securities, LLC | 32,716 | $1.86M | 0.00% | +2,571+8.5% | Added |
| Louisiana State Employees Retirement System | 32,800 | $1.87M | 0.03% | −1,100−3.2% | Reduced |
| Cresset Asset Management, LLC | 32,985 | $1.88M | 0.01% | +430+1.3% | Added |
| Moran Wealth Management, LLC | 33,175 | $1.89M | 0.06% | +389+1.2% | Added |
| New York State Teachers Retirement System | 33,567 | $1.91M | 0.00% | −2,373−6.6% | Reduced |
| Man Group plc | 33,890 | $1.93M | 0.00% | −2,021−5.6% | Reduced |
| Pathstone Holdings, LLC | 34,062 | $1.94M | 0.01% | +2,223+7.0% | Added |
| Janus Henderson Group PLC | 34,626 | $1.97M | 0.00% | 00.0% | Unchanged |
| State of New Jersey Common Pension Fund D | 35,851 | $2.04M | 0.01% | +481+1.4% | Added |
| Marshall Wace, LLP | 35,853 | $2.04M | 0.00% | +35,853 | New |
| Ieq Capital, LLC | 35,886 | $2.05M | 0.01% | +30,697+591.6% | Added |
| Toroso Investments, LLC | 36,583 | $2.09M | 0.01% | +2,688+7.9% | Added |
| Zacks Investment Management | 36,680 | $2.09M | 0.02% | +5,624+18.1% | Added |
| Brinker Capital Investments, LLC | 37,759 | $2.15M | 0.02% | −2,390−6.0% | Reduced |
| Verdence Capital Advisors LLC | 37,792 | $2.15M | 0.13% | −1,487−3.8% | Reduced |
| Fifth Third Bancorp | 38,953 | $2.22M | 0.00% | +38,526+9,022.5% | Added |
| Vestmark Advisory Solutions, Inc. | 39,067 | $2.23M | 0.02% | −16,039−29.1% | Reduced |
| NewEdge Wealth, LLC | 40,069 | $2.28M | 0.03% | −4,024−9.1% | Reduced |
| MetLife Investment Management | 40,628 | $2.32M | 0.01% | −865−2.1% | Reduced |
| Illinois Municipal Retirement Fund | 40,697 | $2.32M | 0.03% | +4,231+11.6% | Added |
| Schonfeld Strategic Advisors LLC | 40,697 | $2.32M | 0.02% | +22,320+121.5% | Added |
| Roubaix Capital, LLC | 40,967 | $2.34M | 1.09% | +40,967 | New |
| Two Sigma Investments, LP | 42,000 | $2.39M | 0.00% | +42,000 | New |
| Qube Research & Technologies Ltd | 42,688 | $2.43M | 0.00% | +42,688 | New |
| Gabelli Funds LLC | 43,850 | $2.50M | 0.02% | +11,800+36.8% | Added |
| Neuberger Berman Group LLC | 46,311 | $2.64M | 0.00% | −1,059−2.2% | Reduced |
| HSBC Holdings PLC | 48,906 | $2.77M | 0.00% | +29,180+147.9% | Added |
| Thrivent Financial for Lutherans | 49,391 | $2.81M | 0.01% | −1,455−2.9% | Reduced |
| State of Alaska, Department of Revenue | 49,435 | $2.82M | 0.03% | −1,031−2.0% | Reduced |
| Barclays PLC | 49,585 | $2.83M | 0.00% | −81,374−62.1% | Reduced |
| Janney Montgomery Scott LLC | 49,620 | $2.83M | 0.01% | +18,391+58.9% | Added |
| Park Circle Co | 49,876 | $2.84M | 2.70% | −300−0.6% | Reduced |
| Susquehanna International Group, LLP | 50,802 | $2.90M | 0.00% | +38,601+316.4% | Added |
| Mirae Asset Global Investments Co., Ltd. | 51,789 | $2.95M | 0.01% | −15,109−22.6% | Reduced |
| Los Angeles Capital Management LLC | 52,244 | $2.98M | 0.01% | −53,557−50.6% | Reduced |
| Oppenheimer Asset Management Inc. | 52,525 | $2.99M | 0.03% | +1,787+3.5% | Added |
| Elo Mutual Pension Insurance Co | 52,529 | $2.99M | 0.05% | +33,559+176.9% | Added |
| First National Bank of Omaha | 53,326 | $3.04M | 0.09% | +9,105+20.6% | Added |
| Hilton Capital Management, LLC | 55,615 | $3.17M | 0.24% | +7,059+14.5% | Added |
| CI Private Wealth, LLC | 57,619 | $3.18M | 0.00% | +47,133+449.5% | Added |
| BNP Paribas Arbitrage, SA | 56,583 | $3.23M | 0.00% | +24,029+73.8% | Added |
| Wiley Bros.-Aintree Capital, LLC | 57,443 | $3.28M | 0.02% | +4,452+8.4% | Added |
| EFG International AG | 58,527 | $3.34M | 0.07% | −12,473−17.6% | Reduced |
| New Age Alpha Advisors, LLC | 58,602 | $3.34M | 0.16% | −2,306−3.8% | Reduced |
| Basswood Capital Management, L.L.C. | 60,968 | $3.48M | 0.18% | +60,968 | New |