Institutional Ownership Moelis & CO (MC)
This table provides information about the institutional ownership of Moelis & CO (MC). We have compiled data on the 381 institutions that hold shares in the stock, with a total of 71 Million shares, which have been reported (via 13F filing form) to have a value of $5.52 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
8,149,615
shares
|
$599 Million
0.01% of portfolio
|
Q2 2024
Added 2.15%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Feb 11, 2025 Q4 2024 |
8,147,315
shares
|
$599 Million
0.01% of portfolio
|
Q4 2024
Added 1.24%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Feb 21, 2025 Q4 2024 |
7,097,345
shares
|
$522 Million
1.25% of portfolio
|
Q4 2024
Reduced 1.89%
|
|
|
London CO Of Virginia
Richmond, VA |
Feb 14, 2025 Q4 2024 |
3,668,831
shares
|
$270 Million
1.55% of portfolio
|
Q4 2024
Reduced 0.65%
|
|
|
State Street Corp
Boston, MA |
Feb 14, 2025 Q4 2024 |
2,858,839
shares
|
$210 Million
0.01% of portfolio
|
Q4 2024
Added 4.57%
|
|
|
Wasatch Advisors Inc
Salt Lake City, UT |
Feb 13, 2025 Q4 2024 |
2,632,536
shares
|
$194 Million
0.98% of portfolio
|
Q4 2024
Reduced 7.57%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
2,165,231
shares
|
$159 Million
0.04% of portfolio
|
Q4 2024
Reduced 3.45%
|
|
|
Timucuan Asset Management Inc
Jacksonville, FL |
Feb 13, 2025 Q4 2024 |
1,998,515
shares
|
$147 Million
4.8% of portfolio
|
Q4 2024
Reduced 22.64%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
1,777,364
shares
|
$131 Million
0.02% of portfolio
|
Q4 2024
Reduced 9.34%
|
|
|
Geode Capital Management, LLC
Boston, MA |
Feb 12, 2025 Q4 2024 |
1,585,802
shares
|
$117 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.28%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
1,304,881
shares
|
$96 Million
0.02% of portfolio
|
Q4 2024
Added 17.96%
|
|
|
Madison Asset Management, LLC
Madison, WI |
Feb 10, 2025 Q4 2024 |
1,164,887
shares
|
$85.7 Million
1.1% of portfolio
|
Q4 2024
Reduced 25.3%
|
|
|
Madison Investment Advisors, LLC
Madison, WI |
Feb 10, 2025 Q4 2024 |
1,164,887
shares
|
$85.7 Million
0.97% of portfolio
|
Q4 2024
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
1,152,899
shares
|
$84.8 Million
0.01% of portfolio
|
Q4 2024
Reduced 4.41%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
960,478
shares
|
$70.7 Million
0.02% of portfolio
|
Q4 2024
Reduced 10.15%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Feb 06, 2025 Q4 2024 |
935,552
shares
|
$68.8 Million
0.01% of portfolio
|
Q4 2024
Added 1.37%
|
|
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
Feb 14, 2025 Q4 2024 |
894,212
shares
|
$65.8 Million
0.21% of portfolio
|
Q4 2024
Reduced 8.2%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
875,868
shares
|
$64.4 Million
0.09% of portfolio
|
Q4 2024
Reduced 2.27%
|
|
|
Northern Trust Corp
Chicago, IL |
Feb 14, 2025 Q4 2024 |
860,125
shares
|
$63.3 Million
0.01% of portfolio
|
Q4 2024
Added 4.46%
|
|
|
Heard Capital LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
841,970
shares
|
$61.9 Million
4.02% of portfolio
|
Q4 2024
Reduced 53.18%
|
|
|
Assenagon Asset Management S.A.
|
Jan 14, 2025 Q4 2024 |
768,945
shares
|
$56.6 Million
0.11% of portfolio
|
Q4 2024
Added 7.47%
|
|
|
Balyasny Asset Management LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
723,384
shares
|
$53.2 Million
0.08% of portfolio
|
Q4 2024
Added 215.53%
|
|
|
Capital World Investors
Los Angeles, CA |
Feb 13, 2025 Q4 2024 |
719,000
shares
|
$52.9 Million
0.01% of portfolio
|
Q3 2017
New holding
|
|
|
Norges Bank
Oslo, Q8 |
Feb 12, 2025 Q4 2024 |
712,101
shares
|
$52.4 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
Feb 13, 2025 Q4 2024 |
707,226
shares
|
$52 Million
0.01% of portfolio
|
Q4 2024
Reduced 3.27%
|