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 |
|---|---|---|---|---|---|
| SRS Capital Advisors, Inc. | 11,046 | $722.6K | 0.00% | +10,441+1,725.8% | Added |
| Truist Financial Corp | 11,061 | $723.6K | 0.00% | +1,142+11.5% | Added |
| Quantum Private Wealth, LLC | 11,314 | $740.2K | 0.19% | 00.0% | Unchanged |
| Pictet Asset Management Holding SA | 11,495 | $752.0K | 0.00% | −723−5.9% | Reduced |
| US Bancorp | 11,757 | $769.1K | 0.00% | −725−5.8% | Reduced |
| Merit Financial Group, LLC | 11,772 | $770.1K | 0.00% | +2,389+25.5% | Added |
| State of Wyoming | 11,778 | $770.5K | 0.08% | +7,412+169.8% | Added |
| Whittier Trust Co | 10,867 | $781.8K | 0.01% | +10,867 | New |
| Allstate Corp | 12,091 | $791.0K | 0.01% | +12,091 | New |
| Marshall Financial Group LLC | 12,334 | $806.9K | 0.12% | +12,334 | New |
| Winton Group Ltd | 12,422 | $812.6K | 0.03% | −108,615−89.7% | Reduced |
| Franklin Resources Inc | 13,025 | $852.1K | 0.00% | −41−0.3% | Reduced |
| O'Shaughnessy Asset Management, LLC | 13,133 | $859.2K | 0.00% | −4,941−27.3% | Reduced |
| Cornerstone Investment Partners, LLC | 13,734 | $898.5K | 0.03% | +63+0.5% | Added |
| New Age Alpha Advisors, LLC | 13,801 | $902.9K | 0.04% | −44,801−76.4% | Reduced |
| Captrust Financial Advisors | 13,918 | $910.5K | 0.00% | +337+2.5% | Added |
| Harbor Advisors LLC | 14,800 | $968.2K | 0.12% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 14,855 | $971.8K | 0.00% | +158+1.1% | Added |
| Diversify Wealth Management, LLC | 14,462 | $980.2K | 0.02% | −80,706−84.8% | Reduced |
| Diversify Advisory Services, LLC | 14,462 | $980.2K | 0.02% | +14,462 | New |
| Drucker Wealth 3.0, LLC | 15,168 | $992.2K | 0.16% | +165+1.1% | Added |
| Vestcor Inc | 15,494 | $1.01M | 0.03% | +13,557+699.9% | Added |
| Novem Group | 15,858 | $1.04M | 0.11% | +15,858 | New |
| KLP Kapitalforvaltning AS | 16,300 | $1.07M | 0.00% | 00.0% | Unchanged |
| Intech Investment Management LLC | 16,596 | $1.09M | 0.01% | +289+1.8% | Added |
| Oregon Public Employees Retirement Fund | 16,896 | $1.11M | 0.01% | −42−0.2% | Reduced |
| XTX Topco Ltd | 17,310 | $1.13M | 0.01% | −8,062−31.8% | Reduced |
| Mariner, LLC | 17,471 | $1.14M | 0.00% | −8,261−32.1% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 17,637 | $1.15M | 0.01% | −662−3.6% | Reduced |
| Campbell Newman Asset Management Inc | 17,673 | $1.16M | 0.09% | +812+4.8% | Added |
| IMC-Chicago, LLC | 17,693 | $1.16M | 0.01% | +17,693 | New |
| JustInvest LLC | 17,746 | $1.16M | 0.01% | +2,111+13.5% | Added |
| Neuberger Berman Group LLC | 18,349 | $1.20M | 0.00% | −27,962−60.4% | Reduced |
| Teachers Retirement System of the State of Kentucky | 18,428 | $1.21M | 0.01% | +250+1.4% | Added |
| BNP Paribas Arbitrage, SA | 18,483 | $1.21M | 0.00% | −38,100−67.3% | Reduced |
| Barclays PLC | 18,512 | $1.21M | 0.00% | −31,073−62.7% | Reduced |
| Susquehanna International Group, LLP | 18,626 | $1.22M | 0.00% | −32,176−63.3% | Reduced |
| Mercer Global Advisors Inc | 18,895 | $1.24M | 0.00% | +697+3.8% | Added |
| Susquehanna Fundamental Investments, LLC | 19,006 | $1.24M | 0.02% | −9,564−33.5% | Reduced |
| Resources Investment Advisors, LLC. | 19,164 | $1.25M | 0.01% | +3,869+25.3% | Added |
| State Board of Administration of Florida Retirement System | 19,266 | $1.26M | 0.00% | +256+1.3% | Added |
| Vanguard Investments Australia, Ltd. | 19,557 | $1.28M | 0.00% | 00.0% | Unchanged |
| STRS Ohio | 19,700 | $1.29M | 0.00% | −2,900−12.8% | Reduced |
| Amalgamated Bank | 20,005 | $1.31M | 0.01% | −1,309−6.1% | Reduced |
| Cetera Investment Advisers | 20,030 | $1.31M | 0.00% | +7,395+58.5% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 20,125 | $1.32M | 0.00% | −12,149−37.6% | Reduced |
| Arizona State Retirement System | 20,263 | $1.33M | 0.01% | −79−0.4% | Reduced |
| Atria Investments LLC | 20,338 | $1.33M | 0.01% | −2,006−9.0% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 20,525 | $1.34M | 0.04% | +474+2.4% | Added |
| Yousif Capital Management, LLC | 20,600 | $1.35M | 0.02% | +308+1.5% | Added |
| Cerity Partners LLC | 21,669 | $1.42M | 0.00% | −484−2.2% | Reduced |
| Twinbeech Capital LP | 22,269 | $1.46M | 0.26% | +22,269 | New |
| Police & Firemen's Retirement System of New Jersey | 22,274 | $1.46M | 0.01% | +2,007+9.9% | Added |
| New York State Teachers Retirement System | 23,074 | $1.51M | 0.00% | −10,493−31.3% | Reduced |
| Advisor Group Holdings, Inc. | 23,124 | $1.51M | 0.00% | +15,343+197.2% | Added |
| Harbor Capital Advisors, Inc. | 23,441 | $1.53M | 0.10% | −1,729−6.9% | Reduced |
| Handelsbanken Fonder AB | 26,051 | $1.70M | 0.00% | 00.0% | Unchanged |
| State of Tennessee, Treasury Department | 26,417 | $1.73M | 0.01% | −3,298−11.1% | Reduced |
| Ieq Capital, LLC | 27,541 | $1.80M | 0.01% | −8,345−23.3% | Reduced |
| Millennium Management LLC | 27,656 | $1.81M | 0.00% | −220,503−88.9% | Reduced |
| Vanguard Global Advisers, LLC | 28,514 | $1.87M | 0.00% | −1,306−4.4% | Reduced |
| Knights of Columbus Asset Advisors LLC | 29,687 | $1.94M | 0.10% | +182+0.6% | Added |
| Salvus Wealth Management, LLC | 29,689 | $1.94M | 1.09% | −1,259−4.1% | Reduced |
| Moran Wealth Management, LLC | 30,409 | $1.99M | 0.05% | −2,766−8.3% | Reduced |
| State of New Jersey Common Pension Fund D | 30,994 | $2.03M | 0.01% | −4,857−13.5% | Reduced |
| Toroso Investments, LLC | 31,483 | $2.06M | 0.00% | −5,100−13.9% | Reduced |
| Fred Alger Management, LLC | 32,127 | $2.10M | 0.01% | −507−1.6% | Reduced |
| Louisiana State Employees Retirement System | 32,600 | $2.13M | 0.03% | −200−0.6% | Reduced |
| FMR LLC | 32,960 | $2.16M | 0.00% | −91,985−73.6% | Reduced |
| Two Sigma Investments, LP | 33,300 | $2.18M | 0.00% | −8,700−20.7% | Reduced |
| Pathstone Holdings, LLC | 33,435 | $2.19M | 0.01% | −627−1.8% | Reduced |
| Man Group plc | 34,412 | $2.25M | 0.00% | +522+1.5% | Added |
| Jupiter Topco LLC | 34,626 | $2.27M | 0.00% | +34,626 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 34,775 | $2.27M | 0.00% | −53,579−60.6% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 36,289 | $2.37M | 0.05% | −33,480−48.0% | Reduced |
| Brinker Capital Investments, LLC | 36,501 | $2.39M | 0.02% | −1,258−3.3% | Reduced |
| State of Alaska, Department of Revenue | 37,281 | $2.44M | 0.02% | −12,154−24.6% | Reduced |
| Basswood Capital Management, L.L.C. | 38,242 | $2.50M | 0.11% | −22,726−37.3% | Reduced |
| Fifth Third Bancorp | 38,509 | $2.52M | 0.00% | −444−1.1% | Reduced |
| Illinois Municipal Retirement Fund | 39,264 | $2.57M | 0.03% | −1,433−3.5% | Reduced |
| NewEdge Wealth, LLC | 40,439 | $2.65M | 0.03% | +370+0.9% | Added |
| First National Bank of Omaha | 41,597 | $2.72M | 0.08% | −11,729−22.0% | Reduced |
| Citigroup Inc | 41,989 | $2.75M | 0.00% | +29,582+238.4% | Added |
| Bamco Inc | 43,050 | $2.82M | 0.00% | −120,147−73.6% | Reduced |
| Walleye Capital LLC | 43,138 | $2.82M | 0.01% | +43,138 | New |
| Aquatic Capital Management LLC | 43,349 | $2.84M | 0.10% | +43,349 | New |
| Verdence Capital Advisors LLC | 43,848 | $2.87M | 0.15% | +6,056+16.0% | Added |
| Odyssean, LLC | 43,912 | $2.87M | 0.47% | +18,194+70.7% | Added |
| MetLife Investment Management | 43,918 | $2.87M | 0.01% | +3,290+8.1% | Added |
| Russell Investments Group, Ltd. | 45,055 | $2.94M | 0.00% | +16,864+59.8% | Added |
| Voya Investment Management LLC | 44,982 | $2.94M | 0.00% | −322,954−87.8% | Reduced |
| Gabelli Funds LLC | 45,950 | $3.01M | 0.02% | +2,100+4.8% | Added |
| Meeder Asset Management Inc | 48,749 | $3.19M | 0.16% | +43,202+778.8% | Added |
| Thrivent Financial for Lutherans | 48,839 | $3.19M | 0.01% | −552−1.1% | Reduced |
| Cresset Asset Management, LLC | 49,863 | $3.26M | 0.01% | +16,878+51.2% | Added |
| Park Circle Co | 49,876 | $3.26M | 2.88% | 00.0% | Unchanged |
| Oppenheimer Asset Management Inc. | 53,041 | $3.47M | 0.04% | +516+1.0% | Added |
| Vestmark Advisory Solutions, Inc. | 58,131 | $3.80M | 0.04% | +19,064+48.8% | Added |
| Hilton Capital Management, LLC | 58,226 | $3.81M | 0.26% | +2,611+4.7% | Added |
| CI Private Wealth, LLC | 58,232 | $3.81M | 0.01% | +613+1.1% | Added |