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 |
| Limestone Investment Advisors LP | 1,000 | – | – | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −885,321−100.0% | Sold out |
| Freestone Grove Partners LP | 0 | $0 | 0.00% | −345,769−100.0% | Sold out |
| Adage Capital Partners GP, L.L.C. | 0 | $0 | 0.00% | −239,900−100.0% | Sold out |
| Cander Asset Management LP | 0 | $0 | 0.00% | −196,678−100.0% | Sold out |
| Assenagon Asset Management S.A. | 0 | $0 | 0.00% | −182,147−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −134,411−100.0% | Sold out |
| Longaeva Partners L.P. | 0 | $0 | 0.00% | −110,660−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −73,193−100.0% | Sold out |
| BW Gestao de Investimentos Ltda. | 0 | $0 | 0.00% | −64,000−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −40,600−100.0% | Sold out |
| Diversify Advisory Services, LLC | 0 | $0 | 0.00% | −31,743−100.0% | Sold out |
| Eagle Rock Investment Company, LLC | 0 | $0 | 0.00% | −30,105−100.0% | Sold out |
| Integrated Quantitative Investments LLC | 0 | $0 | 0.00% | −20,981−100.0% | Sold out |
| J2 Capital Management Inc | 0 | $0 | 0.00% | −15,344−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −14,700−100.0% | Sold out |
| Sierra Summit Advisors LLC | 0 | $0 | 0.00% | −12,686−100.0% | Sold out |
| Sandler Capital Management | 0 | $0 | 0.00% | −11,988−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −11,417−100.0% | Sold out |
| Invst, LLC | 0 | $0 | 0.00% | −10,199−100.0% | Sold out |
| Quest Partners LLC | 0 | $0 | 0.00% | −7,671−100.0% | Sold out |
| Independent Financial Group, LLC | 0 | $0 | 0.00% | −7,461−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −6,800−100.0% | Sold out |
| Farringdon Capital, Ltd. | 0 | $0 | 0.00% | −6,685−100.0% | Sold out |
| Picton Mahoney Asset Management | 0 | $0 | 0.00% | −6,670−100.0% | Sold out |
| We Are One Seven, LLC | 0 | $0 | 0.00% | −6,453−100.0% | Sold out |
| New England Research & Management, Inc. | 0 | $0 | 0.00% | −6,000−100.0% | Sold out |
| Mackenzie Financial Corp | 0 | $0 | 0.00% | −5,424−100.0% | Sold out |
| Envestnet Portfolio Solutions, Inc. | 0 | $0 | 0.00% | −4,455−100.0% | Sold out |
| Modern Wealth Management, LLC | 0 | $0 | 0.00% | −4,061−100.0% | Sold out |
| Princeton Capital Management LLC | 0 | $0 | 0.00% | −4,000−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −3,900−100.0% | Sold out |
| GW Henssler & Associates Ltd | 0 | $0 | 0.00% | −3,433−100.0% | Sold out |
| Simon Quick Advisors, LLC | 0 | $0 | 0.00% | −3,280−100.0% | Sold out |
| Petros Family Wealth, LLC | 0 | $0 | 0.00% | −3,221−100.0% | Sold out |
| Brown Advisory Inc | 0 | $0 | 0.00% | −3,122−100.0% | Sold out |
| Portside Wealth Group, LLC | 0 | $0 | 0.00% | −3,091−100.0% | Sold out |
| Venturi Wealth Management, LLC | 0 | $0 | 0.00% | −3,057−100.0% | Sold out |
| Waterloo Capital, L.P. | 0 | $0 | 0.00% | −2,997−100.0% | Sold out |
| Sage Rhino Capital LLC | 0 | $0 | 0.00% | −2,954−100.0% | Sold out |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −2,136−100.0% | Sold out |
| eCIO, Inc. | 0 | $0 | 0.00% | −483−100.0% | Sold out |
| Clear Street Markets LLC | 0 | $0 | 0.00% | −323−100.0% | Sold out |
| DV Trading LLC | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Danske Bank A/S | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Clearstead Advisors, LLC | 0 | $0 | 0.00% | −89−100.0% | Sold out |
| SageView Advisory Group, LLC | 0 | $0 | 0.00% | −85−100.0% | Sold out |
| Stone House Investment Management, LLC | 0 | $0 | 0.00% | −81−100.0% | Sold out |
| Bravera Wealth | 0 | $0 | 0.00% | −63−100.0% | Sold out |
| Dogwood Wealth Management LLC | 0 | $0 | 0.00% | −54−100.0% | Sold out |
| Optima Capital LLC | 0 | $0 | 0.00% | −48−100.0% | Sold out |
| UMA Financial Services, Inc. | 0 | $0 | 0.00% | −43−100.0% | Sold out |
| South State Corp. | 0 | $0 | 0.00% | −41−100.0% | Sold out |
| Flagship Harbor Advisors, LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Harbour Investments, Inc. | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Dunhill Financial, LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Vanguard Group Inc | – | – | – | – | Not filed |
| Norges Bank | – | – | – | – | Not filed |
| Comerica Bank | – | – | – | – | Not filed |
| CIBC World Markets Corp | – | – | – | – | Not filed |
| Global Retirement Partners, LLC | – | – | – | – | Not filed |
| CIBC Private Wealth Group, LLC | – | – | – | – | Not filed |
| Trust Co of Vermont | – | – | – | – | Not filed |