Who Owns Moelis & Co
Every manager with more than $100m in listed equities files a 13F each quarter naming what they hold. These are the ones reporting a position in Moelis & Co.
Who crossed 5% of MC →Positions as of 2026-09-30
Largest first. The move is against the previous quarter that manager filed, not the previous calendar quarter.
| Manager | Value |
|---|---|
| Central Pacific Bank - Trust DivisionCL A3.3K shadded | $191.5K |
| GAMMA Investing LLCCommon Stock2.8K shadded | $161K |
| Farther Finance Advisors, LLCStock788 shadded | $45.3K |
| MassMutual Private Wealth & Trust, FSBCommon / Ordinary Stock295 shheld | $17K |
| Marquette Asset Management, LLCCL A102 shheld | $5.9K |
| GILPIN WEALTH MANAGEMENT, LLCCL A60 shadded | $3.5K |
| GK Wealth Management LLCCL A37 sh— | $2.1K |
Source: quarterly 13F filings, via EDGAR. A 13F reports positions by CUSIP alone; each CUSIP here has been confirmed against OpenFIGI rather than matched by name, because a name match would attribute one company's shareholders to another. Positions are as of quarter end and can be months old by the time they are filed, and 13F covers long equity positions only — not shorts, and not most debt. The summed value is what these filers reported, not the company's institutional ownership.
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