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 |
|---|---|---|---|---|---|
| Oppenheimer Asset Management Inc. | 53,041 | $3.47M | 0.04% | +516+1.0% | Added |
| Park Circle Co | 49,876 | $3.26M | 2.88% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 49,863 | $3.26M | 0.01% | +16,878+51.2% | Added |
| Thrivent Financial for Lutherans | 48,839 | $3.19M | 0.01% | −552−1.1% | Reduced |
| Meeder Asset Management Inc | 48,749 | $3.19M | 0.16% | +43,202+778.8% | Added |
| Gabelli Funds LLC | 45,950 | $3.01M | 0.02% | +2,100+4.8% | Added |
| Voya Investment Management LLC | 44,982 | $2.94M | 0.00% | −322,954−87.8% | Reduced |
| Russell Investments Group, Ltd. | 45,055 | $2.94M | 0.00% | +16,864+59.8% | Added |
| MetLife Investment Management | 43,918 | $2.87M | 0.01% | +3,290+8.1% | Added |
| Odyssean, LLC | 43,912 | $2.87M | 0.47% | +18,194+70.7% | Added |
| Verdence Capital Advisors LLC | 43,848 | $2.87M | 0.15% | +6,056+16.0% | Added |
| Aquatic Capital Management LLC | 43,349 | $2.84M | 0.10% | +43,349 | New |
| Walleye Capital LLC | 43,138 | $2.82M | 0.01% | +43,138 | New |
| Bamco Inc | 43,050 | $2.82M | 0.00% | −120,147−73.6% | Reduced |
| Citigroup Inc | 41,989 | $2.75M | 0.00% | +29,582+238.4% | Added |
| First National Bank of Omaha | 41,597 | $2.72M | 0.08% | −11,729−22.0% | Reduced |
| NewEdge Wealth, LLC | 40,439 | $2.65M | 0.03% | +370+0.9% | Added |
| Illinois Municipal Retirement Fund | 39,264 | $2.57M | 0.03% | −1,433−3.5% | Reduced |
| Fifth Third Bancorp | 38,509 | $2.52M | 0.00% | −444−1.1% | Reduced |
| Basswood Capital Management, L.L.C. | 38,242 | $2.50M | 0.11% | −22,726−37.3% | Reduced |
| State of Alaska, Department of Revenue | 37,281 | $2.44M | 0.02% | −12,154−24.6% | Reduced |
| Brinker Capital Investments, LLC | 36,501 | $2.39M | 0.02% | −1,258−3.3% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 36,289 | $2.37M | 0.05% | −33,480−48.0% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 34,775 | $2.27M | 0.00% | −53,579−60.6% | Reduced |
| Jupiter Topco LLC | 34,626 | $2.27M | 0.00% | +34,626 | New |
| Man Group plc | 34,412 | $2.25M | 0.00% | +522+1.5% | Added |
| Pathstone Holdings, LLC | 33,435 | $2.19M | 0.01% | −627−1.8% | Reduced |
| Two Sigma Investments, LP | 33,300 | $2.18M | 0.00% | −8,700−20.7% | Reduced |
| FMR LLC | 32,960 | $2.16M | 0.00% | −91,985−73.6% | Reduced |
| Louisiana State Employees Retirement System | 32,600 | $2.13M | 0.03% | −200−0.6% | Reduced |
| Fred Alger Management, LLC | 32,127 | $2.10M | 0.01% | −507−1.6% | Reduced |
| Toroso Investments, LLC | 31,483 | $2.06M | 0.00% | −5,100−13.9% | Reduced |
| State of New Jersey Common Pension Fund D | 30,994 | $2.03M | 0.01% | −4,857−13.5% | Reduced |
| Moran Wealth Management, LLC | 30,409 | $1.99M | 0.05% | −2,766−8.3% | Reduced |
| Salvus Wealth Management, LLC | 29,689 | $1.94M | 1.09% | −1,259−4.1% | Reduced |
| Knights of Columbus Asset Advisors LLC | 29,687 | $1.94M | 0.10% | +182+0.6% | Added |
| Vanguard Global Advisers, LLC | 28,514 | $1.87M | 0.00% | −1,306−4.4% | Reduced |
| Millennium Management LLC | 27,656 | $1.81M | 0.00% | −220,503−88.9% | Reduced |
| Ieq Capital, LLC | 27,541 | $1.80M | 0.01% | −8,345−23.3% | Reduced |
| State of Tennessee, Treasury Department | 26,417 | $1.73M | 0.01% | −3,298−11.1% | Reduced |
| Handelsbanken Fonder AB | 26,051 | $1.70M | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 23,441 | $1.53M | 0.10% | −1,729−6.9% | Reduced |
| Advisor Group Holdings, Inc. | 23,124 | $1.51M | 0.00% | +15,343+197.2% | Added |
| New York State Teachers Retirement System | 23,074 | $1.51M | 0.00% | −10,493−31.3% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 22,274 | $1.46M | 0.01% | +2,007+9.9% | Added |
| Twinbeech Capital LP | 22,269 | $1.46M | 0.26% | +22,269 | New |
| Cerity Partners LLC | 21,669 | $1.42M | 0.00% | −484−2.2% | Reduced |
| Yousif Capital Management, LLC | 20,600 | $1.35M | 0.02% | +308+1.5% | Added |
| Hennion & Walsh Asset Management, Inc. | 20,525 | $1.34M | 0.04% | +474+2.4% | Added |
| Atria Investments LLC | 20,338 | $1.33M | 0.01% | −2,006−9.0% | Reduced |
| Arizona State Retirement System | 20,263 | $1.33M | 0.01% | −79−0.4% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 20,125 | $1.32M | 0.00% | −12,149−37.6% | Reduced |
| Cetera Investment Advisers | 20,030 | $1.31M | 0.00% | +7,395+58.5% | Added |
| Amalgamated Bank | 20,005 | $1.31M | 0.01% | −1,309−6.1% | Reduced |
| STRS Ohio | 19,700 | $1.29M | 0.00% | −2,900−12.8% | Reduced |
| Vanguard Investments Australia, Ltd. | 19,557 | $1.28M | 0.00% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 19,266 | $1.26M | 0.00% | +256+1.3% | Added |
| Resources Investment Advisors, LLC. | 19,164 | $1.25M | 0.01% | +3,869+25.3% | Added |
| Susquehanna Fundamental Investments, LLC | 19,006 | $1.24M | 0.02% | −9,564−33.5% | Reduced |
| Mercer Global Advisors Inc | 18,895 | $1.24M | 0.00% | +697+3.8% | Added |
| Susquehanna International Group, LLP | 18,626 | $1.22M | 0.00% | −32,176−63.3% | Reduced |
| Barclays PLC | 18,512 | $1.21M | 0.00% | −31,073−62.7% | Reduced |
| BNP Paribas Arbitrage, SA | 18,483 | $1.21M | 0.00% | −38,100−67.3% | Reduced |
| Teachers Retirement System of the State of Kentucky | 18,428 | $1.21M | 0.01% | +250+1.4% | Added |
| Neuberger Berman Group LLC | 18,349 | $1.20M | 0.00% | −27,962−60.4% | Reduced |
| JustInvest LLC | 17,746 | $1.16M | 0.01% | +2,111+13.5% | Added |
| IMC-Chicago, LLC | 17,693 | $1.16M | 0.01% | +17,693 | New |
| Campbell Newman Asset Management Inc | 17,673 | $1.16M | 0.09% | +812+4.8% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 17,637 | $1.15M | 0.01% | −662−3.6% | Reduced |
| Mariner, LLC | 17,471 | $1.14M | 0.00% | −8,261−32.1% | Reduced |
| XTX Topco Ltd | 17,310 | $1.13M | 0.01% | −8,062−31.8% | Reduced |
| Oregon Public Employees Retirement Fund | 16,896 | $1.11M | 0.01% | −42−0.2% | Reduced |
| Intech Investment Management LLC | 16,596 | $1.09M | 0.01% | +289+1.8% | Added |
| KLP Kapitalforvaltning AS | 16,300 | $1.07M | 0.00% | 00.0% | Unchanged |
| Novem Group | 15,858 | $1.04M | 0.11% | +15,858 | New |
| Vestcor Inc | 15,494 | $1.01M | 0.03% | +13,557+699.9% | Added |
| Drucker Wealth 3.0, LLC | 15,168 | $992.2K | 0.16% | +165+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 |
| Steward Partners Investment Advisory, LLC | 14,855 | $971.8K | 0.00% | +158+1.1% | Added |
| Harbor Advisors LLC | 14,800 | $968.2K | 0.12% | 00.0% | Unchanged |
| Captrust Financial Advisors | 13,918 | $910.5K | 0.00% | +337+2.5% | Added |
| New Age Alpha Advisors, LLC | 13,801 | $902.9K | 0.04% | −44,801−76.4% | Reduced |
| Cornerstone Investment Partners, LLC | 13,734 | $898.5K | 0.03% | +63+0.5% | Added |
| O'Shaughnessy Asset Management, LLC | 13,133 | $859.2K | 0.00% | −4,941−27.3% | Reduced |
| Franklin Resources Inc | 13,025 | $852.1K | 0.00% | −41−0.3% | Reduced |
| Winton Group Ltd | 12,422 | $812.6K | 0.03% | −108,615−89.7% | Reduced |
| Marshall Financial Group LLC | 12,334 | $806.9K | 0.12% | +12,334 | New |
| Allstate Corp | 12,091 | $791.0K | 0.01% | +12,091 | New |
| Whittier Trust Co | 10,867 | $781.8K | 0.01% | +10,867 | New |
| State of Wyoming | 11,778 | $770.5K | 0.08% | +7,412+169.8% | Added |
| Merit Financial Group, LLC | 11,772 | $770.1K | 0.00% | +2,389+25.5% | Added |
| US Bancorp | 11,757 | $769.1K | 0.00% | −725−5.8% | Reduced |
| Pictet Asset Management Holding SA | 11,495 | $752.0K | 0.00% | −723−5.9% | Reduced |
| Quantum Private Wealth, LLC | 11,314 | $740.2K | 0.19% | 00.0% | Unchanged |
| Truist Financial Corp | 11,061 | $723.6K | 0.00% | +1,142+11.5% | Added |
| SRS Capital Advisors, Inc. | 11,046 | $722.6K | 0.00% | +10,441+1,725.8% | Added |
| M&T Bank Corp | 11,005 | $720.2K | 0.00% | −8,833−44.5% | Reduced |
| Curated Wealth Partners LLC | 11,008 | $720.1K | 0.08% | −1,216−9.9% | Reduced |
| Kingsview Wealth Management, LLC | 10,973 | $717.8K | 0.01% | +10,973 | New |