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