# MOELIS & CO (MC)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/MC/

- Reporting holders: 9
- Reported value: $505.4K
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Central Pacific Bank - Trust Division](https://holderbook.com/funds/2020066-central-pacific-bank-trust-division/) | $191.5K | 3,330 | 0.0% | 3 |
| [GAMMA Investing LLC](https://holderbook.com/funds/2010235-gamma-investing-llc/) | $161.0K | 2,799 | 0.0% | 12 |
| [Versant Capital Management, Inc](https://holderbook.com/funds/1735057-versant-capital-management-inc/) | $79.1K | 1,375 | 0.0% | 13 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $45.3K | 788 | 0.0% | 16 |
| [MassMutual Private Wealth & Trust, FSB](https://holderbook.com/funds/1103653-massmutual-private-wealth-trust-fsb/) | $17.0K | 295 | 0.0% | 14 |
| [Marquette Asset Management, LLC](https://holderbook.com/funds/1395067-marquette-asset-management-llc/) | $5.9K | 102 | 0.0% | 3 |
| [GILPIN WEALTH MANAGEMENT, LLC](https://holderbook.com/funds/2058144-gilpin-wealth-management-llc/) | $3.5K | 60 | 0.0% | 4 |
| [GK Wealth Management LLC](https://holderbook.com/funds/2069222-gk-wealth-management-llc/) | $2.1K | 37 | 0.0% | 1 |
| [Noble Wealth Management PBC](https://holderbook.com/funds/2055065-noble-wealth-management-pbc/) | $58 | 1 | 0.0% | 2 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 9 | $505.4K |
| Q2 2026 | 398 | $5.8B |
| Q1 2026 | 403 | $4.8B |
| Q4 2025 | 400 | $5.3B |
| Q3 2025 | 397 | $5.6B |
| Q2 2025 | 379 | $4.8B |
| Q1 2025 | 381 | $4.4B |
| Q4 2024 | 354 | $5.3B |
| Q3 2024 | 333 | $5.0B |
| Q2 2024 | 294 | $4.3B |
| Q1 2024 | 309 | $4.3B |
| Q4 2023 | 284 | $4.2B |

