Institutional Ownership Moelis & CO (MC)
This table provides information about the institutional ownership of Moelis & CO (MC). We have compiled data on the 315 institutions that hold shares in the stock, with a total of 72.1 Million shares, which have been reported (via 13F filing form) to have a value of $4.97 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Vanguard Group Inc
Valley Forge, PA |
Aug 13, 2024 Q2 2024 |
8,153,938
shares
|
$559 Million
0.01% of portfolio
|
Q2 2024
Added 4.94%
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
8,149,615
shares
|
$558 Million
0.01% of portfolio
|
Q2 2024
Added 2.15%
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Aug 13, 2024 Q2 2024 |
7,190,221
shares
|
$493 Million
1.03% of portfolio
|
Q2 2024
Added 0.66%
|
|
London CO Of Virginia
Richmond, VA |
Aug 14, 2024 Q2 2024 |
3,622,548
shares
|
$248 Million
1.16% of portfolio
|
Q2 2024
Added 1.17%
|
|
Wasatch Advisors Inc
Salt Lake City, UT |
Aug 14, 2024 Q2 2024 |
3,581,825
shares
|
$245 Million
1.1% of portfolio
|
Q2 2024
Added 4.8%
|
|
Timucuan Asset Management Inc
Jacksonville, FL |
Aug 13, 2024 Q2 2024 |
3,041,565
shares
|
$208 Million
5.94% of portfolio
|
Q2 2024
Added 0.46%
|
|
State Street Corp
Boston, MA |
Aug 14, 2024 Q2 2024 |
2,730,680
shares
|
$187 Million
0.01% of portfolio
|
Q2 2024
Added 4.07%
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 13, 2024 Q2 2024 |
2,595,609
shares
|
$178 Million
0.03% of portfolio
|
Q2 2024
Reduced 19.45%
|
|
Heard Capital LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
2,150,710
shares
|
$147 Million
7.46% of portfolio
|
Q2 2024
Added 1.59%
|
|
Madison Asset Management, LLC
Madison, WI |
Aug 09, 2024 Q2 2024 |
1,770,835
shares
|
$121 Million
1.36% of portfolio
|
Q2 2024
Added 10.43%
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2024 Q2 2024 |
1,751,753
shares
|
$120 Million
0.03% of portfolio
|
Q2 2024
Added 13.79%
|
|
Geode Capital Management, LLC
Boston, MA |
Aug 09, 2024 Q2 2024 |
1,579,618
shares
|
$108 Million
0.01% of portfolio
|
Q2 2024
Added 8.7%
|
|
Jpmorgan Chase & CO
New York, NY |
Aug 12, 2024 Q2 2024 |
1,462,303
shares
|
$100 Million
0.01% of portfolio
|
Q2 2024
Added 14.72%
|
|
Alliancebernstein L.P.
New York, NY |
Aug 14, 2024 Q2 2024 |
1,421,491
shares
|
$97.4 Million
0.03% of portfolio
|
Q2 2024
Reduced 14.63%
|
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
Aug 14, 2024 Q2 2024 |
1,119,432
shares
|
$76.7 Million
0.21% of portfolio
|
Q2 2024
Added 0.11%
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
1,070,321
shares
|
$73.3 Million
0.01% of portfolio
|
Q2 2024
Reduced 0.88%
|
|
Artisan Partners Limited Partnership
Milwaukee, WI |
Aug 12, 2024 Q2 2024 |
1,069,169
shares
|
$73.2 Million
0.1% of portfolio
|
Q2 2024
Reduced 0.7%
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
1,035,441
shares
|
$70.9 Million
0.09% of portfolio
|
Q2 2024
Added 5.26%
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Aug 12, 2024 Q2 2024 |
906,090
shares
|
$62.1 Million
0.01% of portfolio
|
Q2 2024
Added 7.44%
|
|
Dimensional Fund Advisors LP
Austin, TX |
Aug 09, 2024 Q2 2024 |
792,670
shares
|
$54.3 Million
0.01% of portfolio
|
Q2 2024
Reduced 21.99%
|
|
Capital World Investors
Los Angeles, CA |
Aug 13, 2024 Q2 2024 |
719,000
shares
|
$49.3 Million
0.01% of portfolio
|
Q3 2017
New holding
|
|
Northern Trust Corp
Chicago, IL |
Aug 14, 2024 Q2 2024 |
716,996
shares
|
$49.1 Million
0.01% of portfolio
|
Q2 2024
Reduced 20.93%
|
|
Natixis Advisors, L.P.
Boston, MA |
Aug 01, 2024 Q2 2024 |
708,140
shares
|
$48.5 Million
0.09% of portfolio
|
Q2 2024
Added 179.17%
|
|
Norges Bank
Oslo, Q8 |
Aug 14, 2024 Q2 2024 |
659,209
shares
|
$45.2 Million
0.01% of portfolio
|
Q2 2023
Reduced 33.3%
|
|
Morgan Stanley
New York, NY |
Aug 14, 2024 Q2 2024 |
634,225
shares
|
$43.5 Million
0.0% of portfolio
|
Q1 2024
Reduced 10.61%
|