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 |
|---|---|---|---|---|---|
| Strata Wealth Advisors, LLC | 10,929 | $715.0K | 0.17% | −31−0.3% | Reduced |
| Indivisible Partners | 10,823 | $708.0K | 0.04% | +954+9.7% | Added |
| Maryland State Retirement & Pension System | 10,817 | $707.6K | 0.01% | +32+0.3% | Added |
| ProShare Advisors LLC | 10,756 | $703.7K | 0.00% | −806−7.0% | Reduced |
| Waterloo Capital, L.P. | 10,309 | $674.4K | 0.04% | +10,309 | New |
| Wesbanco Bank Inc | 9,998 | $654.1K | 0.02% | +659+7.1% | Added |
| Impact Capital Partners LLC | 9,877 | $646.2K | 0.18% | −1,877−16.0% | Reduced |
| State of Wisconsin Investment Board | 9,845 | $644.1K | 0.00% | +2,618+36.2% | Added |
| The PNC Financial Services Group, Inc. | 9,797 | $640.9K | 0.00% | −139−1.4% | Reduced |
| Advyzon Investment Management, LLC | 9,631 | $630.1K | 0.05% | +209+2.2% | Added |
| Naples Global Advisors, LLC | 9,341 | $611.1K | 0.04% | 00.0% | Unchanged |
| Argent Trust Co | 8,961 | $586.2K | 0.02% | +314+3.6% | Added |
| Mutual of America Capital Management LLC | 8,518 | $557.2K | 0.01% | +50+0.6% | Added |
| Peak Financial Advisors LLC | 8,423 | $551.1K | 0.23% | +20.0% | Added |
| Kestra Private Wealth Services, LLC | 8,419 | $550.8K | 0.01% | −84−1.0% | Reduced |
| MAI Capital Management | 8,220 | $537.8K | 0.00% | +7,750+1,648.9% | Added |
| Colony Group, LLC | 8,123 | $531.4K | 0.00% | +328+4.2% | Added |
| Kestra Investment Management, LLC | 8,002 | $523.5K | 0.01% | +18+0.2% | Added |
| Commonwealth Equity Services, LLC | 7,914 | $517.7K | 0.00% | +1,249+18.7% | Added |
| Geneos Wealth Management Inc. | 7,910 | $517.5K | 0.01% | −3,250−29.1% | Reduced |
| Public Employees Retirement Association of Colorado | 7,648 | $500.0K | 0.00% | 00.0% | Unchanged |
| MML Investors Services, LLC | 7,576 | $495.6K | 0.00% | +124+1.7% | Added |
| Xponance, Inc. | 7,456 | $487.8K | 0.00% | +511+7.4% | Added |
| Jefferies Financial Group Inc. | 7,329 | $479.5K | 0.00% | −23,024−75.9% | Reduced |
| Greenwood Capital Associates LLC | 7,266 | $475.3K | 0.05% | −636−8.0% | Reduced |
| First National Advisers, LLC | 7,178 | $469.6K | 0.07% | −2,963−29.2% | Reduced |
| Nisa Investment Advisors, LLC | 6,988 | $457.2K | 0.00% | +4,273+157.4% | Added |
| Mount Yale Investment Advisors, LLC | 6,934 | $453.6K | 0.01% | −173−2.4% | Reduced |
| Fulton Bank, N.A. | 6,931 | $453.4K | 0.01% | +768+12.5% | Added |
| Ameritas Investment Partners, Inc. | 6,854 | $448.4K | 0.01% | +818+13.6% | Added |
| D.A. Davidson & Co. | 6,717 | $439.4K | 0.00% | +51+0.8% | Added |
| AE Wealth Management LLC | 6,707 | $438.8K | 0.00% | +1,194+21.7% | Added |
| Creative Planning | 6,678 | $436.9K | 0.00% | −3,034−31.2% | Reduced |
| Brevan Howard Capital Management LP | 6,670 | $436.4K | 0.01% | +2,735+69.5% | Added |
| Aviva PLC | 6,593 | $431.3K | 0.00% | −1,102−14.3% | Reduced |
| Keybank National Association | 6,450 | $422.0K | 0.00% | +924+16.7% | Added |
| O'Rourke & Company, Inc | 6,413 | $419.6K | 0.15% | +30.0% | Added |
| Sanctuary Advisors, LLC | 6,322 | $413.6K | 0.00% | +641+11.3% | Added |
| Bank of Montreal | 5,842 | $382.2K | 0.00% | +381+7.0% | Added |
| Trajan Wealth LLC | 5,815 | $380.4K | 0.01% | −382−6.2% | Reduced |
| Hantz Financial Services, Inc. | 5,649 | $370.0K | 0.01% | +59+1.1% | Added |
| Tower Research Capital LLC (TRC) | 5,631 | $368.4K | 0.01% | +1,951+53.0% | Added |
| Trust Point Inc. | 5,513 | $360.7K | 0.03% | −2,974−35.0% | Reduced |
| Pinnacle Financial Partners, Inc. | 5,422 | $354.7K | 0.00% | +123+2.3% | Added |
| SG Americas Securities, LLC | 5,266 | $345.0K | 0.00% | −27,450−83.9% | Reduced |
| Integrated Wealth Concepts LLC | 5,265 | $344.5K | 0.00% | −4,167−44.2% | Reduced |
| RSM US Wealth Management LLC | 5,255 | $343.8K | 0.00% | −564−9.7% | Reduced |
| Capital Investment Advisory Services, LLC | 5,227 | $342.0K | 0.02% | +4+0.1% | Added |
| QRG Capital Management, Inc. | 5,206 | $340.6K | 0.00% | +553+11.9% | Added |
| Blueshift Asset Management, LLC | 5,050 | $330.4K | 0.08% | +5,050 | New |
| St Germain D J Co Inc | 5,000 | $327.1K | 0.01% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 4,977 | $325.6K | 0.00% | +435+9.6% | Added |
| Virginia Retirement Systems Et Al | 4,900 | $320.6K | 0.00% | +4,900 | New |
| Armistice Capital, LLC | 4,877 | $319.1K | 0.01% | +4,877 | New |
| Pensionmark Financial Group, LLC | 5,518 | $315.3K | 0.01% | −9−0.2% | Reduced |
| Swiss Life Asset Management Ltd | 4,713 | $308.3K | 0.00% | +449+10.5% | Added |
| Snowden Capital Advisors LLC | 4,542 | $297.1K | 0.01% | +692+18.0% | Added |
| Teacher Retirement System of Texas | 4,508 | $294.9K | 0.00% | −6,516−59.1% | Reduced |
| Tritonpoint Wealth, LLC | 4,463 | $292.0K | 0.03% | −29−0.6% | Reduced |
| TritonPoint Partners, LLC | 4,458 | $291.6K | 0.02% | +4,458 | New |
| CIBC Bancorp USA Inc. | 4,442 | $290.6K | 0.00% | +668+17.7% | Added |
| Fifth Third Wealth Advisors LLC | 4,439 | $290.4K | 0.01% | +4,439 | New |
| Brighton Jones LLC | 4,312 | $282.1K | 0.01% | +304+7.6% | Added |
| Apollon Wealth Management, LLC | 4,124 | $269.8K | 0.00% | −3,132−43.2% | Reduced |
| CIBC Asset Management Inc | 4,056 | $265.3K | 0.00% | −78−1.9% | Reduced |
| Pallas Capital Advisors LLC | 4,013 | $262.5K | 0.01% | −275−6.4% | Reduced |
| Profund Advisors LLC | 3,902 | $255.3K | 0.01% | +349+9.8% | Added |
| Simplex Trading, LLC | 3,880 | $253.8K | 0.01% | +3,841+9,848.7% | Added |
| Benjamin Edwards Inc | 3,831 | $250.6K | 0.00% | −1,405−26.8% | Reduced |
| Vise Technologies, Inc. | 3,772 | $246.8K | 0.00% | +567+17.7% | Added |
| Jane Street Group, LLC | 3,772 | $246.8K | 0.00% | +3,772 | New |
| Diametric Capital, LP | 3,726 | $243.8K | 0.03% | +3,726 | New |
| Everence Capital Management Inc | 3,694 | $242.0K | 0.01% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 3,679 | $241.0K | 0.00% | −277−7.0% | Reduced |
| Alpine Woods Capital Investors, LLC | 3,659 | $239.4K | 0.05% | −400−9.9% | Reduced |
| Legacy Capital Wealth Partners, LLC | 3,647 | $238.6K | 0.05% | −257−6.6% | Reduced |
| GW Henssler & Associates Ltd | 3,447 | $225.5K | 0.01% | +3,447 | New |
| DnB Asset Management AS | 3,430 | $224.4K | 0.00% | −463−11.9% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 3,369 | $220.4K | 0.00% | +3,369 | New |
| Private Advisor Group, LLC | 3,358 | $219.7K | 0.00% | −4,116−55.1% | Reduced |
| Sage Rhino Capital LLC | 3,310 | $216.5K | 0.04% | +3,310 | New |
| Norden Group LLC | 3,230 | $211.3K | 0.02% | +3,230 | New |
| Moors & Cabot, Inc. | 3,216 | $210.4K | 0.01% | +3,216 | New |
| Quantbot Technologies LP | 3,150 | $206.1K | 0.01% | +3,150 | New |
| Parkside Financial Bank & Trust | 3,108 | $203.3K | 0.01% | 00.0% | Unchanged |
| HSBC Holdings PLC | 3,088 | $202.0K | 0.00% | −45,818−93.7% | Reduced |
| KBC Group NV | 2,800 | $183.0K | 0.00% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 2,690 | $176.0K | 0.02% | +200+8.0% | Added |
| Huntington National Bank | 2,301 | $150.5K | 0.00% | +2+0.1% | Added |
| Whittier Trust Co of Nevada Inc | 1,849 | $129.1K | 0.00% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 1,683 | $110.1K | 0.00% | −173−9.3% | Reduced |
| Nykredit A/S | 1,515 | $99.1K | 0.00% | +1,515 | New |
| GAMMA Investing LLC | 1,489 | $97.4K | 0.00% | +153+11.5% | Added |
| Pinnacle Wealth Planning Services, Inc. | 1,444 | $94.5K | 0.01% | +66+4.8% | Added |
| Versant Capital Management, Inc | 1,371 | $89.7K | 0.01% | +500+57.4% | Added |
| Public Employees Retirement System of Ohio | 1,343 | $87.9K | 0.00% | +66+5.2% | Added |
| Parallel Advisors, LLC | 1,236 | $80.9K | 0.00% | −139−10.1% | Reduced |
| Signaturefd, LLC | 1,153 | $75.4K | 0.00% | −23−2.0% | Reduced |
| IFP Advisors, Inc | 1,118 | $73.1K | 0.00% | +9+0.8% | Added |
| Covestor Ltd | 1,060 | $69.0K | 0.04% | −844−44.3% | Reduced |