Institutional Ownership Moelis & CO (MC)
This table provides information about the institutional ownership of Moelis & CO (MC). We have compiled data on the 416 institutions that hold shares in the stock, with a total of 75.1 Million shares, which have been reported (via 13F filing form) to have a value of $4.25 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Vanguard Group Inc
Valley Forge, PA |
May 09, 2025 Q1 2025 |
8,305,688
shares
|
$470 Million
0.01% of portfolio
|
Q1 2025
Added 1.94%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
8,149,615
shares
|
$461 Million
0.01% of portfolio
|
Q2 2024
Added 2.15%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
May 14, 2025 Q1 2025 |
6,920,207
shares
|
$391 Million
1.03% of portfolio
|
Q1 2025
Reduced 2.5%
|
|
|
London CO Of Virginia
Richmond, VA |
May 15, 2025 Q1 2025 |
3,543,210
shares
|
$200 Million
1.23% of portfolio
|
Q1 2025
Reduced 3.42%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
May 09, 2025 Q1 2025 |
2,942,299
shares
|
$166 Million
0.03% of portfolio
|
Q1 2025
Added 214.5%
|
|
|
State Street Corp
Boston, MA |
May 15, 2025 Q1 2025 |
2,773,194
shares
|
$157 Million
0.01% of portfolio
|
Q1 2025
Reduced 3.0%
|
|
|
Wasatch Advisors Inc
Salt Lake City, UT |
May 15, 2025 Q1 2025 |
2,733,324
shares
|
$155 Million
0.9% of portfolio
|
Q1 2025
Added 3.83%
|
|
|
Goldman Sachs Group Inc
New York, NY |
May 16, 2025 Q1 2025 |
2,356,893
shares
|
$133 Million
0.02% of portfolio
|
Q1 2025
Added 32.61%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
2,260,345
shares
|
$128 Million
0.04% of portfolio
|
Q1 2025
Added 4.39%
|
|
|
Geode Capital Management, LLC
Boston, MA |
May 13, 2025 Q1 2025 |
1,628,724
shares
|
$92.1 Million
0.01% of portfolio
|
Q1 2025
Added 2.71%
|
|
|
Timucuan Asset Management Inc
Jacksonville, FL |
May 14, 2025 Q1 2025 |
1,417,062
shares
|
$80.1 Million
2.73% of portfolio
|
Q1 2025
Reduced 29.09%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
1,272,645
shares
|
$72 Million
0.01% of portfolio
|
Q1 2025
Added 10.39%
|
|
|
Madison Asset Management, LLC
Madison, WI |
May 06, 2025 Q1 2025 |
1,264,200
shares
|
$71.5 Million
0.92% of portfolio
|
Q1 2025
Added 8.53%
|
|
|
Madison Investment Advisors, LLC
Madison, WI |
Feb 10, 2025 Q4 2024 |
1,164,887
shares
|
$65.9 Million
0.97% of portfolio
|
Q4 2024
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
1,102,287
shares
|
$62.3 Million
0.01% of portfolio
|
Q1 2025
Reduced 15.53%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
959,906
shares
|
$54.3 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.06%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
958,902
shares
|
$54.2 Million
0.08% of portfolio
|
Q1 2025
Added 9.48%
|
|
|
Heard Capital LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
925,240
shares
|
$52.3 Million
3.5% of portfolio
|
Q1 2025
Added 9.89%
|
|
|
Northern Trust Corp
Chicago, IL |
May 13, 2025 Q1 2025 |
858,968
shares
|
$48.6 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.13%
|
|
|
Capital World Investors
Los Angeles, CA |
May 12, 2025 Q1 2025 |
719,000
shares
|
$40.7 Million
0.01% of portfolio
|
Q3 2017
New holding
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
679,718
shares
|
$38.4 Million
0.0% of portfolio
|
Q1 2025
Added 1.86%
|
|
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
May 13, 2025 Q1 2025 |
644,943
shares
|
$36.5 Million
0.13% of portfolio
|
Q1 2025
Reduced 27.88%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
May 13, 2025 Q1 2025 |
644,580
shares
|
$36.5 Million
0.01% of portfolio
|
Q1 2025
Reduced 8.86%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
May 08, 2025 Q1 2025 |
615,169
shares
|
$34.8 Million
0.07% of portfolio
|
Q1 2025
Added 3.48%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
580,341
shares
|
$32.8 Million
0.0% of portfolio
|
Q1 2025
Reduced 5.88%
|