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 |
|---|---|---|---|---|---|
| Universal- Beteiligungs- und Servicegesellschaft mbH | 62,695 | $3.57M | 0.01% | +39,914+175.2% | Added |
| Citadel Advisors LLC | 62,908 | $3.59M | 0.00% | −125,302−66.6% | Reduced |
| Freemont Management S.A. | 63,400 | $3.61M | 0.68% | +63,400 | New |
| LPL Financial LLC | 65,786 | $3.75M | 0.00% | +2,783+4.4% | Added |
| Vanguard Asset Management, Ltd | 66,412 | $3.79M | 0.00% | +66,412 | New |
| Y-Intercept (Hong Kong) Ltd | 69,769 | $3.98M | 0.08% | +69,769 | New |
| B. Metzler seel. Sohn & Co. AG | 72,191 | $4.11M | 0.04% | +9,617+15.4% | Added |
| American Century Companies Inc | 73,222 | $4.17M | 0.00% | +47,260+182.0% | Added |
| First Eagle Investment Management, LLC | 75,101 | $4.28M | 0.01% | −4,200−5.3% | Reduced |
| Prudential Financial Inc | 75,745 | $4.32M | 0.01% | +5,025+7.1% | Added |
| Palisades Investment Partners, LLC | 77,627 | $4.42M | 1.73% | −313−0.4% | Reduced |
| Blue Zone Wealth Advisors, LLC | 80,528 | $4.59M | 0.93% | −2,012−2.4% | Reduced |
| Alps Advisors Inc | 80,690 | $4.60M | 0.02% | −48−0.1% | Reduced |
| Federated Hermes, Inc. | 81,269 | $4.63M | 0.01% | +8,433+11.6% | Added |
| Callan Family Office, LLC | 81,436 | $4.64M | 0.11% | +790+1.0% | Added |
| Great West Life Assurance Co | 82,693 | $4.72M | 0.01% | −3,541−4.1% | Reduced |
| First Trust Advisors LP | 84,167 | $4.80M | 0.00% | −3,499−4.0% | Reduced |
| Quantinno Capital Management LP | 87,535 | $4.99M | 0.01% | +58,698+203.6% | Added |
| California State Teachers Retirement System | 87,887 | $5.01M | 0.01% | +17,411+24.7% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 88,354 | $5.04M | 0.01% | +53,836+156.0% | Added |
| Regions Financial Corp | 91,547 | $5.22M | 0.03% | −6,173−6.3% | Reduced |
| Empowered Funds, LLC | 96,426 | $5.50M | 0.04% | +20,372+26.8% | Added |
| Cinctive Capital Management LP | 97,015 | $5.53M | 0.36% | +97,015 | New |
| Diversify Wealth Management, LLC | 95,168 | $6.38M | 0.11% | +238+0.3% | Added |
| Victory Capital Management Inc | 113,451 | $6.47M | 0.00% | +24,370+27.4% | Added |
| Alliancebernstein L.P. | 96,273 | $6.62M | 0.00% | +7,598+8.6% | Added |
| Tudor Investment Corp Et Al | 117,398 | $6.69M | 0.04% | −90,487−43.5% | Reduced |
| Winton Group Ltd | 121,037 | $6.90M | 0.24% | +121,037 | New |
| FMR LLC | 124,945 | $7.12M | 0.00% | +2,305+1.9% | Added |
| Artisan Partners Limited Partnership | 128,399 | $7.32M | 0.01% | −215,598−62.7% | Reduced |
| Cramer Rosenthal McGlynn LLC | 128,595 | $7.33M | 0.54% | −92,868−41.9% | Reduced |
| Pier Capital, LLC | 138,822 | $7.91M | 1.31% | −2,530−1.8% | Reduced |
| Woodline Partners LP | 142,542 | $8.12M | 0.03% | +142,542 | New |
| Swiss National Bank | 146,400 | $8.34M | 0.00% | 00.0% | Unchanged |
| Axiom Investors LLC | 150,115 | $8.56M | 0.10% | −110,982−42.5% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 150,826 | $8.60M | 0.13% | −626−0.4% | Reduced |
| UBS Asset Management Americas Inc | 154,572 | $8.81M | 0.00% | −33,235−17.7% | Reduced |
| Kettle Hill Capital Management, LLC | 155,446 | $8.86M | 2.22% | +155,446 | New |
| Bamco Inc | 163,197 | $9.30M | 0.03% | −350,000−68.2% | Reduced |
| Winslow Asset Management Inc | 164,908 | $9.40M | 1.83% | −4,111−2.4% | Reduced |
| Stifel Financial Corp | 168,778 | $9.62M | 0.01% | +35,312+26.5% | Added |
| Prana Capital Management, LP | 181,247 | $10.3M | 0.32% | +181,247 | New |
| Legal & General Group Plc | 186,121 | $10.6M | 0.00% | −13,541−6.8% | Reduced |
| Nuveen, LLC | 200,481 | $11.4M | 0.00% | −13,117−6.1% | Reduced |
| Invesco Ltd. | 205,539 | $11.7M | 0.00% | +12,149+6.3% | Added |
| Rhumbline Advisers | 206,172 | $11.8M | 0.01% | +7,981+4.0% | Added |
| Renaissance Technologies LLC | 219,500 | $12.5M | 0.02% | −76,444−25.8% | Reduced |
| Price T Rowe Associates Inc | 237,321 | $13.5M | 0.00% | −588,401−71.3% | Reduced |
| Millennium Management LLC | 248,159 | $14.1M | 0.01% | +160,317+182.5% | Added |
| Arrowstreet Capital, Limited Partnership | 273,954 | $15.6M | 0.01% | +273,954 | New |
| Lord, Abbett & Co. LLC | 279,094 | $15.9M | 0.05% | −69,345−19.9% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 283,530 | $16.0M | 0.04% | −97,928−25.7% | Reduced |
| Canada Pension Plan Investment Board | 285,400 | $16.3M | 0.01% | −36,400−11.3% | Reduced |
| Public Sector Pension Investment Board | 285,752 | $16.3M | 0.05% | +29,660+11.6% | Added |
| Deutsche Bank AG | 302,266 | $17.2M | 0.01% | +49,380+19.5% | Added |
| SEI Investments Co | 326,357 | $18.6M | 0.02% | −6,965−2.1% | Reduced |
| Royce & Associates LP | 329,989 | $18.8M | 0.19% | +166,328+101.6% | Added |
| Emerald Mutual Fund Advisers Trust | 342,465 | $19.5M | 0.95% | −21,058−5.8% | Reduced |
| AQR Capital Management LLC | 348,381 | $19.9M | 0.01% | +114,185+48.8% | Added |
| Capital Management Corp | 355,238 | $20.2M | 3.46% | +46,614+15.1% | Added |
| Principal Financial Group Inc | 361,858 | $20.6M | 0.01% | +7,985+2.3% | Added |
| Voya Investment Management LLC | 367,936 | $21.0M | 0.02% | −100,613−21.5% | Reduced |
| New York State Common Retirement Fund | 370,220 | $21.1M | 0.03% | +261,237+239.7% | Added |
| Fort Washington Investment Advisors Inc | 380,720 | $21.7M | 0.12% | +380,720 | New |
| Envestnet Asset Management Inc | 387,659 | $22.1M | 0.01% | +46,796+13.7% | Added |
| Raymond James Financial Inc | 463,510 | $26.4M | 0.01% | +27,709+6.4% | Added |
| UBS Group AG | 470,986 | $26.8M | 0.00% | −153,421−24.6% | Reduced |
| Tributary Capital Management, LLC | 476,195 | $27.1M | 2.63% | +106,430+28.8% | Added |
| Vanguard Fiduciary Trust Co | 514,422 | $29.3M | 0.01% | +514,422 | New |
| Emerald Advisers, LLC | 548,077 | $31.2M | 0.99% | −67,517−11.0% | Reduced |
| Manufacturers Life Insurance Company, The | 566,155 | $32.3M | 0.03% | −5,012−0.9% | Reduced |
| Royal Bank of Canada | 649,724 | $37.0M | 0.01% | +195,752+43.1% | Added |
| Bank of America Corp | 693,812 | $39.5M | 0.00% | +6,112+0.9% | Added |
| Capital World Investors | 719,000 | $41.0M | 0.01% | 00.0% | Unchanged |
| Jennison Associates LLC | 792,617 | $45.2M | 0.03% | −142,914−15.3% | Reduced |
| Northern Trust Corp | 810,466 | $46.2M | 0.01% | +23,768+3.0% | Added |
| Wells Fargo & Company | 927,731 | $52.9M | 0.01% | −13,179−1.4% | Reduced |
| Morgan Stanley | 948,994 | $54.1M | 0.00% | +135,782+16.7% | Added |
| Heard Capital LLC | 979,810 | $55.8M | 2.89% | −1,700−0.2% | Reduced |
| Bank of New York Mellon Corp | 993,897 | $56.7M | 0.01% | −10,927−1.1% | Reduced |
| Fisher Asset Management, LLC | 1,028,637 | $58.6M | 0.02% | +571,745+125.1% | Added |
| JPMorgan Chase & Co | 1,177,612 | $64.7M | 0.00% | +151,719+14.8% | Added |
| Nomura Asset Management International Inc. | 1,193,768 | $68.0M | 0.12% | +1,193,768 | New |
| Jones Financial Companies LLLP | 1,290,540 | $70.1M | 0.03% | +1,288,222+55,574.7% | Added |
| Dimensional Fund Advisors LP | 1,277,774 | $72.8M | 0.02% | +61,130+5.0% | Added |
| Channing Capital Management, LLC | 1,308,095 | $74.6M | 1.91% | +1,074,563+460.1% | Added |
| Natixis Advisors, L.P. | 1,352,595 | $77.1M | 0.11% | +332,763+32.6% | Added |
| Timucuan Asset Management Inc | 1,514,701 | $86.3M | 3.18% | +108,905+7.7% | Added |
| Goldman Sachs Group Inc | 1,755,018 | $100.0M | 0.01% | −121,560−6.5% | Reduced |
| Madison Asset Management, LLC | 1,773,735 | $101.1M | 1.25% | +555,557+45.6% | Added |
| HighTower Advisors, LLC | 1,785,339 | $101.8M | 0.11% | +399,647+28.8% | Added |
| Ameriprise Financial Inc | 2,147,192 | $122.4M | 0.03% | −530,976−19.8% | Reduced |
| Geode Capital Management, LLC | 2,169,253 | $123.7M | 0.01% | +83,667+4.0% | Added |
| Charles Schwab Investment Management Inc | 2,703,182 | $154.1M | 0.02% | −491,297−15.4% | Reduced |
| London Co of Virginia | 2,903,947 | $165.5M | 1.02% | −158,032−5.2% | Reduced |
| State Street Corp | 2,921,129 | $166.5M | 0.01% | +64,750+2.3% | Added |
| Vanguard Capital Management LLC | 3,315,040 | $189.0M | 0.00% | +3,315,040 | New |
| Wasatch Advisors Inc | 3,742,624 | $213.3M | 1.42% | +310,001+9.0% | Added |
| Vanguard Portfolio Management LLC | 4,628,683 | $263.8M | 0.01% | +4,628,683 | New |
| Kayne Anderson Rudnick Investment Management LLC | 5,777,773 | $329.3M | 0.97% | −255,982−4.2% | Reduced |