Moelis (MC) Assets (2013 - 2026)
Moelis (MC) posted quarterly Assets of $1.4 billion for Q2 2026, up 4.89% year-over-year from $1.3 billion in Q2 2025, and up 9.23% quarter-over-quarter from $1.3 billion in Q1 2026.
Moelis (MC) Assets (2013 - 2026) Analysis & Trends
Moelis' Assets history runs 14 years deep, the most recent figure standing at $1.4 billion for Q2 2026.
- In Q2 2026, Assets rose 4.89% year-over-year to $1.4 billion; the TTM figure through Jun 2026 stood at $1.4 billion (up 4.89% YoY), while the FY2025 annual figure was $1.7 billion, up 26.23% from the prior year.
- Assets for Q2 2026 stood at $1.4 billion, up from $1.3 billion in the prior quarter.
- The five-year high for Assets was $1.7 billion in Q4 2025, with the low at $989.0 million in Q1 2023.
- The 5-year median for Assets is $1.2 billion (2022), against an average of $1.2 billion.
- The sharpest annual moves came in 2022 and 2025: Assets decreased 21.78% in 2022, then soared 31.58% in 2025.
- Moelis' Assets stood at $1.2 billion in 2022, then slipped by 3.05% to $1.2 billion in 2023, then gained by 16.88% to $1.4 billion in 2024, then climbed by 26.23% to $1.7 billion in 2025, then decreased by 19.1% to $1.4 billion in 2026.
- Business Quant data shows MC's Assets at $1.4 billion in Q2 2026, $1.3 billion in Q1 2026, and $1.7 billion in Q4 2025.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Assets (Qtr) |
|---|---|---|---|---|---|
| 1 | Morgan Stanley | 338.83 Bn | 205.30 Bn | - | 1,675.06 Bn |
| 2 | Goldman Sachs | 316.34 Bn | -660.01 Bn | - | 2,127.71 Bn |
| 3 | Schwab Charles | 220.55 Bn | 135.80 Bn | - | 493.32 Bn |
| 4 | Futu Holdings | 121.48 Bn | 105.59 Bn | 733.58 Mn | 29.37 Bn |
| 5 | Robinhood Markets | 84.07 Bn | 66.74 Bn | 1.20 Bn | 56.55 Bn |
| 6 | Iren | 68.17 Bn | 65.95 Bn | 104.86 Mn | 7.26 Bn |
| 7 | ATIF Holdings | 45.42 Bn | 45.42 Bn | - | 40.41 Mn |
| 8 | Interactive Brokers | 39.54 Bn | -3.28 Bn | - | 218.75 Bn |
| 9 | LPL Financial Holdings | 28.27 Bn | 25.57 Bn | - | 19.79 Bn |
| 10 | Moelis | 6.04 Bn | 5.96 Bn | - | 1.41 Bn |
Historic Data
Download Data| Date | Value |
|---|---|
| Jun 30, 2026 | 1.41 Bn |
| Mar 31, 2026 | 1.29 Bn |
| Dec 31, 2025 | 1.74 Bn |
| Sep 30, 2025 | 1.52 Bn |
| Jun 30, 2025 | 1.34 Bn |
| Mar 31, 2025 | 1.21 Bn |
| Dec 31, 2024 | 1.38 Bn |
| Sep 30, 2024 | 1.15 Bn |
| Jun 30, 2024 | 1.05 Bn |
| Mar 31, 2024 | 1.01 Bn |
| Dec 31, 2023 | 1.18 Bn |
| Sep 30, 2023 | 1.12 Bn |
| Jun 30, 2023 | 1.02 Bn |
| Mar 31, 2023 | 989.03 Mn |
| Dec 31, 2022 | 1.22 Bn |
| Sep 30, 2022 | 1.16 Bn |
| Jun 30, 2022 | 1.12 Bn |
| Mar 31, 2022 | 1.10 Bn |
| Dec 31, 2021 | 1.56 Bn |
| Sep 30, 2021 | 1.42 Bn |