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 $4.29 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cornerstone Investment Partners, LLC
|
Apr 30, 2025 Q1 2025 |
10,272
shares
|
$586,736
0.03% of portfolio
|
Q1 2025
Added 1.16%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
9,868
shares
|
$563,660
0.0% of portfolio
|
Q1 2025
Added 20.74%
|
|
|
Pitcairn CO
Jenkintown, PA |
May 09, 2025 Q1 2025 |
9,798
shares
|
$559,661
0.04% of portfolio
|
Q1 2025
Added 1.15%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Apr 10, 2025 Q1 2025 |
9,671
shares
|
$552,407
0.05% of portfolio
|
Q1 2025
Reduced 4.92%
|
|
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
May 06, 2025 Q1 2025 |
9,300
shares
|
$531,216
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
May 13, 2025 Q1 2025 |
9,255
shares
|
$528,645
0.01% of portfolio
|
Q1 2025
Added 32.61%
|
|
|
Peak6 Investments LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
9,094
shares
|
$519,449
0.0% of portfolio
|
Q3 2024
Added 570.65%
|
|
|
Curated Wealth Partners LLC
|
Apr 15, 2025 Q1 2025 |
8,906
shares
|
$508,710
0.07% of portfolio
|
Q1 2025
Added 3.53%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
8,718
shares
|
$497,972
0.0% of portfolio
|
Q1 2025
Added 9.44%
|
|
|
Wesbanco Bank Inc
|
Apr 14, 2025 Q1 2025 |
8,709
shares
|
$497,458
0.02% of portfolio
|
Q4 2024
Reduced 11.21%
|
|
|
Peak Financial Advisors LLC
|
Apr 10, 2025 Q1 2025 |
8,567
shares
|
$489,347
0.32% of portfolio
|
Q1 2025
Added 2.44%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
8,292
shares
|
$473,639
0.01% of portfolio
|
Q1 2025
Reduced 1.57%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
7,945
shares
|
$453,818
0.0% of portfolio
|
Q1 2025
Added 213.29%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
7,845
shares
|
$448,106
0.0% of portfolio
|
Q1 2025
Added 14.89%
|
|
|
First National Advisers, LLC
Omaha, NE |
May 07, 2025 Q1 2025 |
7,825
shares
|
$446,964
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
7,673
shares
|
$438,281
0.0% of portfolio
|
Q1 2025
Reduced 46.13%
|
|
|
Public Employees Retirement Association Of Colorado
Denver, CO |
May 12, 2025 Q1 2025 |
7,648
shares
|
$436,853
0.0% of portfolio
|
Q3 2023
Added 26.94%
|
|
|
Inceptionr LLC
Lafayette, CA |
May 12, 2025 Q1 2025 |
7,568
shares
|
$432,284
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
7,557
shares
|
$431,655
0.01% of portfolio
|
Q3 2023
Added 9.21%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
May 12, 2025 Q1 2025 |
7,209
shares
|
$411,778
0.01% of portfolio
|
Q1 2025
Reduced 2.5%
|
|
|
O'Rourke & Company, Inc
Boston, MA |
May 08, 2025 Q1 2025 |
7,106
shares
|
$405,894
0.22% of portfolio
|
Q1 2025
Added 4.32%
|
|
|
Picton Mahoney Asset Management
Toronto, A6 |
May 07, 2025 Q1 2025 |
7,066
shares
|
$403,609
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
6,913
shares
|
$394,870
0.0% of portfolio
|
Q1 2025
Added 9.9%
|
|
|
Franklin Resources Inc
San Mateo, CA |
May 13, 2025 Q1 2025 |
6,894
shares
|
$393,785
0.0% of portfolio
|
Q1 2025
Added 0.32%
|
|
|
Pictet Asset Management Sa
Geneva 73, V8 |
Aug 10, 2023 Q2 2023 |
6,893
shares
|
$393,728
0.0% of portfolio
|
Q1 2023
Reduced 14.19%
|