SG Americas Securities Boosts Stake in Moelis & Company

Asset manager increases investment in financial advisory firm by over 300%

Apr. 5, 2026 at 8:43am

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SG Americas Securities LLC, a major institutional investor, has significantly increased its stake in Moelis & Company, a leading global financial advisory firm. According to a recent SEC filing, SG Americas Securities raised its position in Moelis & Company by 312.5% during the fourth quarter, now owning 30,145 shares worth $2.07 million.

Why it matters

This substantial increase in ownership by a major institutional investor signals confidence in Moelis & Company's business model and growth prospects within the highly competitive financial advisory industry. It also highlights the firm's ability to attract and retain institutional capital, which is crucial for its long-term success.

The details

SG Americas Securities LLC, an investment management subsidiary of Société Générale, reported the increased stake in Moelis & Company in its latest 13F filing with the SEC. The firm now owns 30,145 shares of the asset manager's stock, up from just 7,307 shares held at the end of the previous quarter. This represents a 312.5% increase in SG Americas Securities' position in Moelis & Company.

  • SG Americas Securities LLC increased its stake in Moelis & Company during the 4th quarter of 2025.
  • The firm's 13F filing with the SEC, disclosing the increased stake, was made on April 5, 2026.

The players

SG Americas Securities LLC

An investment management subsidiary of Société Générale, a major French multinational investment bank and financial services company.

Moelis & Company

A global independent investment bank that provides financial advisory services to corporations, governments and financial sponsors.

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The takeaway

The substantial increase in SG Americas Securities' stake in Moelis & Company underscores the financial advisory firm's appeal to major institutional investors. This vote of confidence from a prominent investor signals Moelis & Company's strong positioning within the highly competitive investment banking landscape.