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, Q2 2026
Institutional positions in Moelis & Co as of Jun 30, 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
- 397
- 0 vs. Q1 2026
- Shares held
- 80.3M
- +275.1K (+0.3%) vs. Q1 2026
- Total value
- $5.25B
- +$691.4M (+15.2%) vs. Q1 2026
- New holders
- 55
- 163 more added
- Sold out
- 55
- 131 more reduced
5 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding Moelis & Co; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Parallel Advisors, LLC | 1,236 | $80.9K | 0.00% | −139−10.1% | Reduced |
| Public Employees Retirement System of Ohio | 1,343 | $87.9K | 0.00% | +66+5.2% | Added |
| Versant Capital Management, Inc | 1,371 | $89.7K | 0.01% | +500+57.4% | Added |
| Pinnacle Wealth Planning Services, Inc. | 1,444 | $94.5K | 0.01% | +66+4.8% | Added |
| GAMMA Investing LLC | 1,489 | $97.4K | 0.00% | +153+11.5% | Added |
| Nykredit A/S | 1,515 | $99.1K | 0.00% | +1,515 | New |
| Atlantic Union Bankshares Corp | 1,683 | $110.1K | 0.00% | −173−9.3% | Reduced |
| Whittier Trust Co of Nevada Inc | 1,849 | $129.1K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 2,301 | $150.5K | 0.00% | +2+0.1% | Added |
| Central Pacific Bank - Trust Division | 2,690 | $176.0K | 0.02% | +200+8.0% | Added |
| KBC Group NV | 2,800 | $183.0K | 0.00% | 00.0% | Unchanged |
| HSBC Holdings PLC | 3,088 | $202.0K | 0.00% | −45,818−93.7% | Reduced |
| Parkside Financial Bank & Trust | 3,108 | $203.3K | 0.01% | 00.0% | Unchanged |
| Quantbot Technologies LP | 3,150 | $206.1K | 0.01% | +3,150 | New |
| Moors & Cabot, Inc. | 3,216 | $210.4K | 0.01% | +3,216 | New |
| Norden Group LLC | 3,230 | $211.3K | 0.02% | +3,230 | New |
| Sage Rhino Capital LLC | 3,310 | $216.5K | 0.04% | +3,310 | New |
| Private Advisor Group, LLC | 3,358 | $219.7K | 0.00% | −4,116−55.1% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 3,369 | $220.4K | 0.00% | +3,369 | New |
| DnB Asset Management AS | 3,430 | $224.4K | 0.00% | −463−11.9% | Reduced |
| GW Henssler & Associates Ltd | 3,447 | $225.5K | 0.01% | +3,447 | New |
| Legacy Capital Wealth Partners, LLC | 3,647 | $238.6K | 0.05% | −257−6.6% | Reduced |
| Alpine Woods Capital Investors, LLC | 3,659 | $239.4K | 0.05% | −400−9.9% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 3,679 | $241.0K | 0.00% | −277−7.0% | Reduced |
| Everence Capital Management Inc | 3,694 | $242.0K | 0.01% | 00.0% | Unchanged |
| Diametric Capital, LP | 3,726 | $243.8K | 0.03% | +3,726 | New |
| Jane Street Group, LLC | 3,772 | $246.8K | 0.00% | +3,772 | New |
| Vise Technologies, Inc. | 3,772 | $246.8K | 0.00% | +567+17.7% | Added |
| Benjamin Edwards Inc | 3,831 | $250.6K | 0.00% | −1,405−26.8% | Reduced |
| Simplex Trading, LLC | 3,880 | $253.8K | 0.01% | +3,841+9,848.7% | Added |
| Profund Advisors LLC | 3,902 | $255.3K | 0.01% | +349+9.8% | Added |
| Pallas Capital Advisors LLC | 4,013 | $262.5K | 0.01% | −275−6.4% | Reduced |
| CIBC Asset Management Inc | 4,056 | $265.3K | 0.00% | −78−1.9% | Reduced |
| Apollon Wealth Management, LLC | 4,124 | $269.8K | 0.00% | −3,132−43.2% | Reduced |
| Brighton Jones LLC | 4,312 | $282.1K | 0.01% | +304+7.6% | Added |
| Fifth Third Wealth Advisors LLC | 4,439 | $290.4K | 0.01% | +4,439 | New |
| CIBC Bancorp USA Inc. | 4,442 | $290.6K | 0.00% | +668+17.7% | Added |
| TritonPoint Partners, LLC | 4,458 | $291.6K | 0.02% | +4,458 | New |
| Tritonpoint Wealth, LLC | 4,463 | $292.0K | 0.03% | −29−0.6% | Reduced |
| Teacher Retirement System of Texas | 4,508 | $294.9K | 0.00% | −6,516−59.1% | Reduced |
| Snowden Capital Advisors LLC | 4,542 | $297.1K | 0.01% | +692+18.0% | Added |
| Swiss Life Asset Management Ltd | 4,713 | $308.3K | 0.00% | +449+10.5% | Added |
| Pensionmark Financial Group, LLC | 5,518 | $315.3K | 0.01% | −9−0.2% | Reduced |
| Armistice Capital, LLC | 4,877 | $319.1K | 0.01% | +4,877 | New |
| Virginia Retirement Systems Et Al | 4,900 | $320.6K | 0.00% | +4,900 | New |
| Rockefeller Capital Management L.P. | 4,977 | $325.6K | 0.00% | +435+9.6% | Added |
| St Germain D J Co Inc | 5,000 | $327.1K | 0.01% | 00.0% | Unchanged |
| Blueshift Asset Management, LLC | 5,050 | $330.4K | 0.08% | +5,050 | New |
| QRG Capital Management, Inc. | 5,206 | $340.6K | 0.00% | +553+11.9% | Added |
| Capital Investment Advisory Services, LLC | 5,227 | $342.0K | 0.02% | +4+0.1% | Added |
| RSM US Wealth Management LLC | 5,255 | $343.8K | 0.00% | −564−9.7% | Reduced |
| Integrated Wealth Concepts LLC | 5,265 | $344.5K | 0.00% | −4,167−44.2% | Reduced |
| SG Americas Securities, LLC | 5,266 | $345.0K | 0.00% | −27,450−83.9% | Reduced |
| Pinnacle Financial Partners, Inc. | 5,422 | $354.7K | 0.00% | +123+2.3% | Added |
| Trust Point Inc. | 5,513 | $360.7K | 0.03% | −2,974−35.0% | Reduced |
| Tower Research Capital LLC (TRC) | 5,631 | $368.4K | 0.01% | +1,951+53.0% | Added |
| Hantz Financial Services, Inc. | 5,649 | $370.0K | 0.01% | +59+1.1% | Added |
| Trajan Wealth LLC | 5,815 | $380.4K | 0.01% | −382−6.2% | Reduced |
| Bank of Montreal | 5,842 | $382.2K | 0.00% | +381+7.0% | Added |
| Sanctuary Advisors, LLC | 6,322 | $413.6K | 0.00% | +641+11.3% | Added |
| O'Rourke & Company, Inc | 6,413 | $419.6K | 0.15% | +30.0% | Added |
| Keybank National Association | 6,450 | $422.0K | 0.00% | +924+16.7% | Added |
| Aviva PLC | 6,593 | $431.3K | 0.00% | −1,102−14.3% | Reduced |
| Brevan Howard Capital Management LP | 6,670 | $436.4K | 0.01% | +2,735+69.5% | Added |
| Creative Planning | 6,678 | $436.9K | 0.00% | −3,034−31.2% | Reduced |
| AE Wealth Management LLC | 6,707 | $438.8K | 0.00% | +1,194+21.7% | Added |
| D.A. Davidson & Co. | 6,717 | $439.4K | 0.00% | +51+0.8% | Added |
| Ameritas Investment Partners, Inc. | 6,854 | $448.4K | 0.01% | +818+13.6% | Added |
| Fulton Bank, N.A. | 6,931 | $453.4K | 0.01% | +768+12.5% | Added |
| Mount Yale Investment Advisors, LLC | 6,934 | $453.6K | 0.01% | −173−2.4% | Reduced |
| Nisa Investment Advisors, LLC | 6,988 | $457.2K | 0.00% | +4,273+157.4% | Added |
| First National Advisers, LLC | 7,178 | $469.6K | 0.07% | −2,963−29.2% | Reduced |
| Greenwood Capital Associates LLC | 7,266 | $475.3K | 0.05% | −636−8.0% | Reduced |
| Jefferies Financial Group Inc. | 7,329 | $479.5K | 0.00% | −23,024−75.9% | Reduced |
| Xponance, Inc. | 7,456 | $487.8K | 0.00% | +511+7.4% | Added |
| MML Investors Services, LLC | 7,576 | $495.6K | 0.00% | +124+1.7% | Added |
| Public Employees Retirement Association of Colorado | 7,648 | $500.0K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 7,910 | $517.5K | 0.01% | −3,250−29.1% | Reduced |
| Commonwealth Equity Services, LLC | 7,914 | $517.7K | 0.00% | +1,249+18.7% | Added |
| Kestra Investment Management, LLC | 8,002 | $523.5K | 0.01% | +18+0.2% | Added |
| Colony Group, LLC | 8,123 | $531.4K | 0.00% | +328+4.2% | Added |
| MAI Capital Management | 8,220 | $537.8K | 0.00% | +7,750+1,648.9% | Added |
| Kestra Private Wealth Services, LLC | 8,419 | $550.8K | 0.01% | −84−1.0% | Reduced |
| Peak Financial Advisors LLC | 8,423 | $551.1K | 0.23% | +20.0% | Added |
| Mutual of America Capital Management LLC | 8,518 | $557.2K | 0.01% | +50+0.6% | Added |
| Argent Trust Co | 8,961 | $586.2K | 0.02% | +314+3.6% | Added |
| Naples Global Advisors, LLC | 9,341 | $611.1K | 0.04% | 00.0% | Unchanged |
| Advyzon Investment Management, LLC | 9,631 | $630.1K | 0.05% | +209+2.2% | Added |
| The PNC Financial Services Group, Inc. | 9,797 | $640.9K | 0.00% | −139−1.4% | Reduced |
| State of Wisconsin Investment Board | 9,845 | $644.1K | 0.00% | +2,618+36.2% | Added |
| Impact Capital Partners LLC | 9,877 | $646.2K | 0.18% | −1,877−16.0% | Reduced |
| Wesbanco Bank Inc | 9,998 | $654.1K | 0.02% | +659+7.1% | Added |
| Waterloo Capital, L.P. | 10,309 | $674.4K | 0.04% | +10,309 | New |
| ProShare Advisors LLC | 10,756 | $703.7K | 0.00% | −806−7.0% | Reduced |
| Maryland State Retirement & Pension System | 10,817 | $707.6K | 0.01% | +32+0.3% | Added |
| Indivisible Partners | 10,823 | $708.0K | 0.04% | +954+9.7% | Added |
| Strata Wealth Advisors, LLC | 10,929 | $715.0K | 0.17% | −31−0.3% | Reduced |
| Kingsview Wealth Management, LLC | 10,973 | $717.8K | 0.01% | +10,973 | New |
| Curated Wealth Partners LLC | 11,008 | $720.1K | 0.08% | −1,216−9.9% | Reduced |
| M&T Bank Corp | 11,005 | $720.2K | 0.00% | −8,833−44.5% | Reduced |