Citadel Advisors
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Citadel Advisors’s Moelis & Co MC Stock Holding History

Citadel Advisors’s Portfolio MC Stock Details MC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.25M Sell
21,900
-6,800
-24% -$442K ﹤0.01% 7172
2025
Q4 		$1.97M Buy
28,700
+6,800
+31% +$454K ﹤0.01% 5943
2025
Q3 		$1.56M Buy
21,900
+6,700
+44% +$478K ﹤0.01% 6577
2025
Q2 		$947K Buy
15,200
+3,900
+35% +$219K ﹤0.01% 7225
2025
Q1 		$659K Sell
11,300
-8,100
-42% -$571K ﹤0.01% 7856
2024
Q4 		$1.43M Sell
19,400
-11,800
-38% -$854K ﹤0.01% 6320
2024
Q3 		$2.14M Sell
31,200
-9,900
-24% -$639K ﹤0.01% 5410
2024
Q2 		$2.34M Buy
41,100
+21,900
+114% +$1.18M ﹤0.01% 5031
2024
Q1 		$1.09M Sell
19,200
-5,900
-24% -$322K ﹤0.01% 6746
2023
Q4 		$1.41M Buy
25,100
+3,500
+16% +$164K ﹤0.01% 6012
2023
Q3 		$975K Sell
21,600
-12,200
-36% -$574K ﹤0.01% 6597
2023
Q2 		$1.53M Buy
33,800
+10,100
+43% +$403K ﹤0.01% 5642
2023
Q1 		$911K Buy
23,700
+13,100
+124% +$563K ﹤0.01% 6984
2022
Q4 		$407K Sell
10,600
-3,100
-23% -$126K ﹤0.01% 8673
2022
Q3 		$463K Buy
13,700
+1,000
+8% +$41.9K ﹤0.01% 8636
2022
Q2 		$500K Sell
12,700
-3,800
-23% -$166K ﹤0.01% 8649
2022
Q1 		$775K Sell
16,500
-4,900
-23% -$255K ﹤0.01% 8298
2021
Q4 		$1.34M Sell
21,400
-3,000
-12% -$201K ﹤0.01% 7165
2021
Q3 		$1.51M Buy
24,400
+6,400
+36% +$383K ﹤0.01% 7065
2021
Q2 		$1.02M Buy
18,000
+3,100
+21% +$168K ﹤0.01% 8310
2021
Q1 		$818K Sell
14,900
-12,800
-46% -$686K ﹤0.01% 8602
2020
Q4 		$1.29M Sell
27,700
-33,700
-55% -$1.36M ﹤0.01% 6246
2020
Q3 		$2.16M Sell
61,400
-2,300
-4% -$72.7K ﹤0.01% 4577
2020
Q2 		$1.99M Buy
63,700
+43,600
+217% +$1.37M ﹤0.01% 4589
2020
Q1 		$565K Buy
20,100
+4,700
+31% +$154K ﹤0.01% 6266
2019
Q4 		$492K Buy
+15,400
New +$504K ﹤0.01% 6828
2019
Q3 		– Sell
-7,400
Closed -$259K – 9528
2019
Q2 		$259K Buy
7,400
+400
+6% +$14.5K ﹤0.01% 7811
2019
Q1 		$291K Sell
7,000
-1,300
-16% -$55.6K ﹤0.01% 7660
2018
Q4 		$285K Buy
8,300
+3,900
+89% +$166K ﹤0.01% 7356
2018
Q3 		$241K Sell
4,400
-3,400
-44% -$199K ﹤0.01% 7937
2018
Q2 		$457K Buy
+7,800
New +$448K ﹤0.01% 6519
2016
Q1 		– Sell
-2,700
Closed -$79K – 7468
2015
Q4 		$79K Buy
2,700
+1,600
+145% +$45.8K ﹤0.01% 6928
2015
Q3 		$29K Sell
1,100
-1,900
-63% -$53.7K ﹤0.01% 7937
2015
Q2 		$86K Buy
3,000
+2,200
+275% +$64.3K ﹤0.01% 7233
2015
Q1 		$24K Sell
800
-3,400
-81% -$107K ﹤0.01% 7796
2014
Q4 		$147K Buy
4,200
+700
+20% +$23.1K ﹤0.01% 6300
2014
Q3 		$120K Buy
+3,500
New +$118K ﹤0.01% 6241

Other funds holding MC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Citadel Advisors's MC Position: Q1 2026 in Review

Citadel Advisors reduced its Moelis & Co (MC) stake by 67% in Q1 2026, selling an estimated $8.15M and leaving 62,908 shares worth $3.59M. The position accounts for ﹤0.01% of the portfolio, ranked #4921.

Citadel Advisors first reported a position in MC in Q3 2014 and has held it in 41 quarters since. The position peaked at $96.4M in Q4 2024. 399 funds tracked by Wall St. Rank hold MC as of Q1 2026.

  • Citadel Advisors held 62,908 shares of Moelis & Co worth $3.59M as of Q1 2026.
  • Citadel Advisors sold 125,302 Moelis & Co shares in Q1 2026, an estimated $8.15M.
  • Moelis & Co made up ﹤0.01% of Citadel Advisors's portfolio in Q1 2026, its #4921 holding.
  • Citadel Advisors first reported a position in Moelis & Co in Q3 2014 and has held it in 41 quarters since.
  • Citadel Advisors's Moelis & Co position peaked at $96.4M in Q4 2024.
  • 399 funds tracked by Wall St. Rank held Moelis & Co as of Q1 2026.

Based on Citadel Advisors's 13F filing for Q1 2026, filed 15 May 2026.