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 |
|---|---|---|---|---|---|
| Mirae Asset Global Investments Co., Ltd. | 62,151 | $4.07M | 0.01% | +10,362+20.0% | Added |
| Ensign Peak Advisors, Inc | 62,302 | $4.08M | 0.01% | +38,765+164.7% | Added |
| EFG International AG | 63,816 | $4.18M | 0.08% | +5,289+9.0% | Added |
| Vanguard Asset Management, Ltd | 66,443 | $4.35M | 0.00% | +310.0% | Added |
| Wiley Bros.-Aintree Capital, LLC | 67,660 | $4.43M | 0.02% | +10,217+17.8% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 68,711 | $4.50M | 0.01% | +6,016+9.6% | Added |
| LPL Financial LLC | 69,052 | $4.52M | 0.00% | +3,266+5.0% | Added |
| Janney Montgomery Scott LLC | 69,982 | $4.58M | 0.01% | +20,362+41.0% | Added |
| B. Metzler seel. Sohn & Co. AG | 71,989 | $4.71M | 0.04% | −202−0.3% | Reduced |
| Axiom Investors LLC | 76,770 | $5.02M | 0.04% | −73,345−48.9% | Reduced |
| Prudential Financial Inc | 77,150 | $5.05M | 0.01% | +1,405+1.9% | Added |
| Great West Life Assurance Co | 81,146 | $5.31M | 0.01% | −1,547−1.9% | Reduced |
| Callan Family Office, LLC | 81,327 | $5.32M | 0.10% | −109−0.1% | Reduced |
| Regions Financial Corp | 82,564 | $5.40M | 0.03% | −8,983−9.8% | Reduced |
| Palisades Investment Partners, LLC | 84,500 | $5.53M | 1.57% | +6,873+8.9% | Added |
| Federated Hermes, Inc. | 85,252 | $5.58M | 0.01% | +3,983+4.9% | Added |
| California State Teachers Retirement System | 85,488 | $5.59M | 0.01% | −2,399−2.7% | Reduced |
| Alliancebernstein L.P. | 99,343 | $5.66M | 0.00% | +3,070+3.2% | Added |
| Quantinno Capital Management LP | 94,367 | $6.17M | 0.01% | +6,832+7.8% | Added |
| Alps Advisors Inc | 94,704 | $6.20M | 0.03% | +14,014+17.4% | Added |
| Price T Rowe Associates Inc | 99,722 | $6.52M | 0.00% | −137,599−58.0% | Reduced |
| Empowered Funds, LLC | 100,128 | $6.55M | 0.03% | +3,702+3.8% | Added |
| Pier Capital, LLC | 104,681 | $6.85M | 0.91% | −34,141−24.6% | Reduced |
| First Eagle Investment Management, LLC | 110,000 | $7.20M | 0.01% | +34,899+46.5% | Added |
| American Century Companies Inc | 123,765 | $8.10M | 0.00% | +50,543+69.0% | Added |
| Schonfeld Strategic Advisors LLC | 135,698 | $8.88M | 0.05% | +95,001+233.4% | Added |
| Longaeva Partners L.P. | 138,324 | $9.05M | 0.26% | +138,324 | New |
| Balyasny Asset Management LLC | 141,768 | $9.27M | 0.02% | +141,768 | New |
| Swiss National Bank | 147,300 | $9.64M | 0.01% | +900+0.6% | Added |
| UBS Asset Management Americas Inc | 150,866 | $9.87M | 0.00% | −3,706−2.4% | Reduced |
| Stifel Financial Corp | 157,760 | $10.3M | 0.01% | −11,018−6.5% | Reduced |
| Winslow Asset Management Inc | 164,918 | $10.8M | 1.88% | +100.0% | Added |
| Nuveen, LLC | 179,466 | $11.7M | 0.00% | −21,015−10.5% | Reduced |
| Rhumbline Advisers | 180,413 | $11.8M | 0.01% | −25,759−12.5% | Reduced |
| First Trust Advisors LP | 191,599 | $12.5M | 0.01% | +107,432+127.6% | Added |
| Legal & General Group Plc | 194,336 | $12.7M | 0.00% | +8,215+4.4% | Added |
| Victory Capital Management Inc | 198,144 | $13.0M | 0.01% | +84,693+74.7% | Added |
| Cramer Rosenthal McGlynn LLC | 201,323 | $13.2M | 0.67% | +72,728+56.6% | Added |
| Penn Capital Management Co Inc | 210,064 | $13.8M | 0.87% | +210,064 | New |
| Prana Capital Management, LP | 219,265 | $14.3M | 0.44% | +38,018+21.0% | Added |
| Invesco Ltd. | 229,255 | $15.0M | 0.00% | +23,716+11.5% | Added |
| Bessemer Group Inc | 247,502 | $16.2M | 0.02% | +246,820+36,190.6% | Added |
| Public Sector Pension Investment Board | 255,553 | $16.7M | 0.04% | −30,199−10.6% | Reduced |
| Deutsche Bank AG | 272,492 | $17.8M | 0.01% | −29,774−9.9% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 283,885 | $18.1M | 0.03% | +355+0.1% | Added |
| SEI Investments Co | 284,910 | $18.6M | 0.02% | −41,447−12.7% | Reduced |
| Canada Pension Plan Investment Board | 288,900 | $18.9M | 0.01% | +3,500+1.2% | Added |
| Lord, Abbett & Co. LLC | 321,051 | $21.0M | 0.06% | +41,957+15.0% | Added |
| AQR Capital Management LLC | 337,349 | $22.1M | 0.01% | −11,032−3.2% | Reduced |
| Emerald Mutual Fund Advisers Trust | 342,465 | $22.4M | 0.79% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 342,644 | $22.4M | 0.03% | +123,144+56.1% | Added |
| Principal Financial Group Inc | 363,650 | $23.8M | 0.01% | +1,792+0.5% | Added |
| Capital Management Corp | 367,076 | $24.0M | 3.60% | +11,838+3.3% | Added |
| Woodline Partners LP | 383,317 | $25.1M | 0.08% | +240,775+168.9% | Added |
| Envestnet Asset Management Inc | 397,569 | $26.0M | 0.01% | +9,910+2.6% | Added |
| Fort Washington Investment Advisors Inc | 412,153 | $27.0M | 0.14% | +31,433+8.3% | Added |
| Freestone Grove Partners LP | 415,005 | $27.1M | 0.18% | +415,005 | New |
| Royce & Associates LP | 424,508 | $27.8M | 0.22% | +94,519+28.6% | Added |
| Raymond James Financial Inc | 430,844 | $28.2M | 0.01% | −32,666−7.0% | Reduced |
| Norges Bank | 433,073 | $28.3M | 0.00% | +433,073 | New |
| UBS Group AG | 445,789 | $29.2M | 0.00% | −25,197−5.3% | Reduced |
| Tributary Capital Management, LLC | 459,690 | $30.1M | 2.47% | −16,505−3.5% | Reduced |
| Junto Capital Management LP | 481,954 | $31.5M | 0.58% | +481,954 | New |
| New York State Common Retirement Fund | 524,027 | $34.3M | 0.04% | +153,807+41.5% | Added |
| Emerald Advisers, LLC | 531,883 | $34.8M | 0.82% | −16,194−3.0% | Reduced |
| Royal Bank of Canada | 533,542 | $34.9M | 0.01% | −116,182−17.9% | Reduced |
| Vanguard Fiduciary Trust Co | 534,677 | $35.0M | 0.01% | +20,255+3.9% | Added |
| Jennison Associates LLC | 643,712 | $42.1M | 0.03% | −148,905−18.8% | Reduced |
| Manufacturers Life Insurance Company, The | 656,429 | $42.9M | 0.03% | +90,274+15.9% | Added |
| Citadel Advisors LLC | 718,444 | $47.0M | 0.03% | +655,536+1,042.1% | Added |
| Bank of America Corp | 752,349 | $49.2M | 0.00% | +58,537+8.4% | Added |
| JPMorgan Chase & Co | 791,833 | $50.0M | 0.00% | −385,779−32.8% | Reduced |
| Northern Trust Corp | 864,683 | $56.6M | 0.01% | +54,217+6.7% | Added |
| Wells Fargo & Company | 930,431 | $60.9M | 0.01% | +2,700+0.3% | Added |
| Morgan Stanley | 968,210 | $63.3M | 0.00% | +19,216+2.0% | Added |
| Heard Capital LLC | 979,810 | $64.1M | 2.74% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 1,000,415 | $65.4M | 0.01% | +6,518+0.7% | Added |
| Fisher Asset Management, LLC | 1,037,894 | $67.9M | 0.02% | +9,257+0.9% | Added |
| Nomura Asset Management International Inc. | 1,215,510 | $79.5M | 0.12% | +21,742+1.8% | Added |
| Goldman Sachs Group Inc | 1,267,442 | $82.9M | 0.01% | −487,576−27.8% | Reduced |
| Channing Capital Management, LLC | 1,338,234 | $87.5M | 2.02% | +30,139+2.3% | Added |
| Dimensional Fund Advisors LP | 1,345,514 | $88.0M | 0.02% | +67,740+5.3% | Added |
| Timucuan Asset Management Inc | 1,503,334 | $98.3M | 3.62% | −11,367−0.8% | Reduced |
| Madison Asset Management, LLC | 1,667,157 | $109.1M | 1.30% | −106,578−6.0% | Reduced |
| Jones Financial Companies LLLP | 1,709,578 | $110.2M | 0.04% | +419,038+32.5% | Added |
| Natixis Advisors, L.P. | 1,721,484 | $112.6M | 0.13% | +368,889+27.3% | Added |
| HighTower Advisors, LLC | 1,843,458 | $120.6M | 0.12% | +58,119+3.3% | Added |
| Ameriprise Financial Inc | 2,344,828 | $153.4M | 0.03% | +197,636+9.2% | Added |
| Geode Capital Management, LLC | 2,359,476 | $154.4M | 0.01% | +190,223+8.8% | Added |
| London Co of Virginia | 2,791,199 | $182.6M | 1.04% | −112,748−3.9% | Reduced |
| Charles Schwab Investment Management Inc | 2,955,235 | $193.3M | 0.03% | +252,053+9.3% | Added |
| State Street Corp | 3,044,858 | $199.2M | 0.01% | +123,729+4.2% | Added |
| Wasatch Advisors Inc | 3,246,593 | $212.4M | 1.39% | −496,031−13.3% | Reduced |
| Vanguard Capital Management LLC | 3,351,361 | $219.2M | 0.00% | +36,321+1.1% | Added |
| Vanguard Portfolio Management LLC | 4,487,258 | $293.6M | 0.01% | −141,425−3.1% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 5,412,938 | $354.1M | 1.10% | −364,835−6.3% | Reduced |
| BlackRock, Inc. | 9,057,944 | $592.6M | 0.01% | +255,835+2.9% | Added |
| Capital World Investors | 0 | $0 | 0.00% | −719,000−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −273,954−100.0% | Sold out |
| Kettle Hill Capital Management, LLC | 0 | $0 | 0.00% | −155,446−100.0% | Sold out |