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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.

Institutional holdersQ2 2026: 397 institutions
Q1 2021: 259 institutionsQ2 2021: 272 institutionsQ3 2021: 291 institutionsQ4 2021: 313 institutionsQ1 2022: 281 institutionsQ2 2022: 260 institutionsQ3 2022: 246 institutionsQ4 2022: 241 institutionsQ1 2023: 245 institutionsQ2 2023: 259 institutionsQ3 2023: 268 institutionsQ4 2023: 280 institutionsQ1 2024: 308 institutionsQ2 2024: 294 institutionsQ3 2024: 334 institutionsQ4 2024: 352 institutionsQ1 2025: 380 institutionsQ2 2025: 376 institutionsQ3 2025: 397 institutionsQ4 2025: 399 institutionsQ1 2026: 402 institutionsQ2 2026: 397 institutions
Value heldQ2 2026: $5.25B
Q1 2021: $3.16BQ2 2021: $3.22BQ3 2021: $3.47BQ4 2021: $3.62BQ1 2022: $2.78BQ2 2022: $2.42BQ3 2022: $2.12BQ4 2022: $2.44BQ1 2023: $2.53BQ2 2023: $3.42BQ3 2023: $3.30BQ4 2023: $4.06BQ1 2024: $4.12BQ2 2024: $4.13BQ3 2024: $4.91BQ4 2024: $5.26BQ1 2025: $4.34BQ2 2025: $4.74BQ3 2025: $5.40BQ4 2025: $5.32BQ1 2026: $4.56BQ2 2026: $5.25B
Institutions holding MC and their total value by quarter
QuarterHoldersValue
Q2 2026397$5.25B
Q1 2026402$4.56B
Q4 2025399$5.32B
Q3 2025397$5.40B
Q2 2025376$4.74B
Q1 2025380$4.34B
Q4 2024352$5.26B
Q3 2024334$4.91B
Q2 2024294$4.13B
Q1 2024308$4.12B
Q4 2023280$4.06B
Q3 2023268$3.30B
Q2 2023259$3.42B
Q1 2023245$2.53B
Q4 2022241$2.44B
Q3 2022246$2.12B
Q2 2022260$2.42B
Q1 2022281$2.78B
Q4 2021313$3.62B
Q3 2021291$3.47B
Q2 2021272$3.22B
Q1 2021259$3.16B

Institutions, Q2 2026

Shares, value and share of portfolio for each institution holding Moelis & Co; share changes are against Q1 2026.

Institutions holding MC in Q2 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Susquehanna Portfolio Strategies, LLC0$00.00%−150,826−100.0%Sold out
Artisan Partners Limited Partnership0$00.00%−128,399−100.0%Sold out
Tudor Investment Corp Et Al0$00.00%−117,398−100.0%Sold out
Cinctive Capital Management LP0$00.00%−97,015−100.0%Sold out
Blue Zone Wealth Advisors, LLC0$00.00%−80,528−100.0%Sold out
Freemont Management S.A.0$00.00%−63,400−100.0%Sold out
Elo Mutual Pension Insurance Co0$00.00%−52,529−100.0%Sold out
Qube Research & Technologies Ltd0$00.00%−42,688−100.0%Sold out
Roubaix Capital, LLC0$00.00%−40,967−100.0%Sold out
Zacks Investment Management0$00.00%−36,680−100.0%Sold out
Marshall Wace, LLP0$00.00%−35,853−100.0%Sold out
CWM Advisors, LLC0$00.00%−30,605−100.0%Sold out
Magnetar Financial LLC0$00.00%−29,561−100.0%Sold out
PEAK6 LLC0$00.00%−21,301−100.0%Sold out
SkyView Investment Advisors, LLC0$00.00%−17,428−100.0%Sold out
Entropy Technologies, LP0$00.00%−16,841−100.0%Sold out
Gsa Capital Partners LLP0$00.00%−14,239−100.0%Sold out
Capstone Investment Advisors, LLC0$00.00%−8,436−100.0%Sold out
Inceptionr LLC0$00.00%−8,348−100.0%Sold out
Healthcare of Ontario Pension Plan Trust Fund0$00.00%−7,494−100.0%Sold out
Amundi0$00.00%−7,296−100.0%Sold out
Financiere des Professionnels - Fonds d,investissement inc.0$00.00%−6,603−100.0%Sold out
Gamco Investors, Inc. Et Al0$00.00%−6,000−100.0%Sold out
Vinva Investment Management Ltd0$00.00%−4,153−100.0%Sold out
Bayforest Capital Ltd0$00.00%−4,872−100.0%Sold out
Centiva Capital, LP0$00.00%−4,572−100.0%Sold out
Jacobs Levy Equity Management, Inc0$00.00%−4,340−100.0%Sold out
Oasis Advisors, LLC0$00.00%−4,032−100.0%Sold out
Marex Group plc0$00.00%−3,802−100.0%Sold out
Equitable Holdings, Inc.0$00.00%−3,081−100.0%Sold out
AlphaGrep UK Ltd0$00.00%−3,713−100.0%Sold out
Evoke Wealth, LLC0$00.00%−3,668−100.0%Sold out
Heritage Family Offices, LLP0$00.00%−3,637−100.0%Sold out
C M Bidwell & Associates Ltd0$00.00%−803−100.0%Sold out
Innovative Asset Advisors Group, LLC0$00.00%−500−100.0%Sold out
Root Financial Partners, LLC0$00.00%−455−100.0%Sold out
V-Square Quantitative Management LLC0$00.00%−434−100.0%Sold out
Advisory Services Network, LLC0$00.00%−326−100.0%Sold out
RWM Asset Management, LLC0$00.00%−193−100.0%Sold out
Eastern Bank0$00.00%−171−100.0%Sold out
Federation des caisses Desjardins du Quebec0$00.00%−110−100.0%Sold out
JNBA Financial Advisors0$00.00%−89−100.0%Sold out
Twin Peaks Wealth Advisors, LLC0$00.00%−78−100.0%Sold out
Wall Street Financial Group, Inc.0$00.00%−63−100.0%Sold out
Park Place Capital Corp0$00.00%−50−100.0%Sold out
Sound Income Strategies, LLC0$00.00%−44−100.0%Sold out
Group One Trading, L.P.0$00.00%−34−100.0%Sold out
Quadrant Capital Group LLC0$00.00%−31−100.0%Sold out
Vermillion Wealth Management, Inc.0$00.00%−6−100.0%Sold out
Golden State Equity Partners0$00.00%0Sold out
Avion Wealth0$00.00%−8−100.0%Sold out
Limestone Investment Advisors LP0$00.00%−1,000−100.0%Sold out
Janus Henderson Group PLC––––Not filed
CWM, LLC––––Not filed
Skopos Labs, Inc.––––Not filed
DGS Capital Management, LLC––––Not filed
Sunbelt Securities, Inc.––––Not filed