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