Institutional Ownership Moelis & CO (MC)
This table provides information about the institutional ownership of Moelis & CO (MC). We have compiled data on the 325 institutions that hold shares in the stock, with a total of 71.5 Million shares, which have been reported (via 13F filing form) to have a value of $4.06 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Black Rock Inc.
New York, NY |
May 10, 2024 Q1 2024 |
7,977,784
shares
|
$454 Million
0.01% of portfolio
|
Q1 2024
Reduced 0.31%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
May 10, 2024 Q1 2024 |
7,769,940
shares
|
$442 Million
0.01% of portfolio
|
Q1 2024
Reduced 0.03%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
May 14, 2024 Q1 2024 |
7,142,856
shares
|
$406 Million
0.97% of portfolio
|
Q1 2024
Added 0.86%
|
|
|
London CO Of Virginia
Richmond, VA |
May 15, 2024 Q1 2024 |
3,580,584
shares
|
$204 Million
1.08% of portfolio
|
Q1 2024
Added 3.24%
|
|
|
Wasatch Advisors Inc
Salt Lake City, UT |
Apr 18, 2024 Q1 2024 |
3,417,643
shares
|
$194 Million
1.02% of portfolio
|
Q1 2024
Added 4.9%
|
|
|
Goldman Sachs Group Inc
New York, NY |
May 15, 2024 Q1 2024 |
3,222,361
shares
|
$183 Million
0.03% of portfolio
|
Q1 2024
Reduced 4.51%
|
|
|
Timucuan Asset Management Inc
Jacksonville, FL |
May 14, 2024 Q1 2024 |
3,027,630
shares
|
$172 Million
5.8% of portfolio
|
Q1 2024
Added 1.69%
|
|
|
State Street Corp
Boston, MA |
May 15, 2024 Q1 2024 |
2,623,802
shares
|
$149 Million
0.01% of portfolio
|
Q1 2024
Added 2.46%
|
|
|
Heard Capital LLC
Chicago, IL |
May 13, 2024 Q1 2024 |
2,117,000
shares
|
$120 Million
7.53% of portfolio
|
Q1 2024
Added 13.93%
|
|
|
Alliancebernstein L.P.
New York, NY |
May 14, 2024 Q1 2024 |
1,664,998
shares
|
$94.7 Million
0.03% of portfolio
|
Q1 2024
Reduced 21.37%
|
|
|
Madison Asset Management, LLC
Madison, WI |
May 09, 2024 Q1 2024 |
1,603,609
shares
|
$91.2 Million
1.2% of portfolio
|
Q1 2024
Added 14.57%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 15, 2024 Q1 2024 |
1,539,404
shares
|
$87.5 Million
0.02% of portfolio
|
Q1 2024
Added 38.88%
|
|
|
Geode Capital Management, LLC
Boston, MA |
May 13, 2024 Q1 2024 |
1,453,230
shares
|
$82.6 Million
0.01% of portfolio
|
Q1 2024
Added 3.14%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 10, 2024 Q1 2024 |
1,274,633
shares
|
$72.5 Million
0.01% of portfolio
|
Q1 2024
Added 11.04%
|
|
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
May 09, 2024 Q1 2024 |
1,118,245
shares
|
$63.6 Million
0.21% of portfolio
|
Q1 2024
Added 5.21%
|
|
|
Westwood Holdings Group Inc
Dallas, TX |
Jun 06, 2024 Q1 2024 |
1,109,652
shares
|
$63.1 Million
0.49% of portfolio
|
Q1 2024
Reduced 1.13%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 10, 2024 Q1 2024 |
1,079,816
shares
|
$61.4 Million
0.01% of portfolio
|
Q1 2024
Added 0.21%
|
|
|
Artisan Partners Limited Partnership
Milwaukee, WI |
May 13, 2024 Q1 2024 |
1,076,715
shares
|
$61.2 Million
0.09% of portfolio
|
Q1 2024
Reduced 0.22%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
May 10, 2024 Q1 2024 |
1,016,063
shares
|
$57.8 Million
0.02% of portfolio
|
Q1 2024
Reduced 9.6%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 06, 2024 Q1 2024 |
983,679
shares
|
$55.9 Million
0.09% of portfolio
|
Q1 2024
Reduced 13.35%
|
|
|
Northern Trust Corp
Chicago, IL |
May 14, 2024 Q1 2024 |
906,791
shares
|
$51.6 Million
0.01% of portfolio
|
Q1 2024
Reduced 1.62%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
May 08, 2024 Q1 2024 |
843,378
shares
|
$48 Million
0.01% of portfolio
|
Q1 2024
Added 3.54%
|
|
|
Capital World Investors
Los Angeles, CA |
May 14, 2024 Q1 2024 |
719,000
shares
|
$40.9 Million
0.01% of portfolio
|
Q3 2017
New holding
|
|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
638,475
shares
|
$36.3 Million
0.0% of portfolio
|
Q1 2024
Reduced 10.61%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2024 Q1 2024 |
549,729
shares
|
$31.3 Million
0.0% of portfolio
|
Q1 2024
Added 7.73%
|
|