Institutional Ownership Moelis & CO (MC)
This table provides information about the institutional ownership of Moelis & CO (MC). We have compiled data on the 437 institutions that hold shares in the stock, with a total of 76.4 Million shares, which have been reported (via 13F filing form) to have a value of $4.84 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
6,274
shares
|
$397,457
0.05% of portfolio
|
Q2 2024
Reduced 1.2%
|
|
|
Alamea Verwaltungs Gmb H
Edison, NJ |
Nov 12, 2025 Q3 2025 |
6,273
shares
|
$397,394
0.31% of portfolio
|
Q1 2025
New holding
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 10, 2025 Q3 2025 |
6,213
shares
|
$393,593
0.01% of portfolio
|
Q3 2025
Reduced 18.16%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
6,098
shares
|
$386,308
0.0% of portfolio
|
Q3 2025
Added 6.91%
|
|
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
Feb 14, 2025 Q4 2024 |
6,052
shares
|
$383,394
0.28% of portfolio
|
Q3 2024
Added 0.2%
|
|
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
Nov 12, 2025 Q3 2025 |
6,000
shares
|
$380,100
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
New England Research & Management, Inc.
|
Jan 07, 2026 Q4 2025 |
6,000
shares
|
$380,100
0.18% of portfolio
|
Q4 2025
New holding
|
|
|
Klr Investment Advisors, LLC
Providence, RI |
Apr 23, 2024 Q1 2024 |
5,966
shares
|
$377,946
0.23% of portfolio
|
Q1 2024
Added 27.89%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
5,934
shares
|
$375,918
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Pinnacle Financial Partners Inc
|
Oct 28, 2025 Q3 2025 |
5,906
shares
|
$374,145
0.01% of portfolio
|
Q3 2025
Added 0.7%
|
|
|
Xponance, Inc.
|
Nov 10, 2025 Q3 2025 |
5,863
shares
|
$371,421
0.0% of portfolio
|
Q3 2025
Added 1.19%
|
|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
5,850
shares
|
$370,597
0.0% of portfolio
|
Q3 2025
Added 7.75%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
5,748
shares
|
$364,135
0.01% of portfolio
|
Q3 2025
Added 9.55%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Nov 17, 2025 Q3 2025 |
5,731
shares
|
$363,058
0.01% of portfolio
|
Q3 2025
Reduced 2.23%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 10, 2025 Q3 2025 |
5,500
shares
|
$348,425
0.01% of portfolio
|
Q3 2025
Added 2.73%
|
|
|
Heritage Family Offices, LLP
Scottsdale, AZ |
Oct 07, 2025 Q3 2025 |
5,446
shares
|
$345,004
0.18% of portfolio
|
Q3 2025
Added 10.24%
|
|
|
Bridgefront Capital, LLC
Austin, TX |
Nov 14, 2025 Q3 2025 |
5,258
shares
|
$333,094
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
5,252
shares
|
$332,714
0.0% of portfolio
|
Q3 2025
Reduced 56.55%
|
|
|
Capital Investment Advisory Services, LLC
|
Nov 05, 2025 Q3 2025 |
5,214
shares
|
$330,306
0.03% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Mqs Management LLC
|
Nov 06, 2025 Q3 2025 |
5,212
shares
|
$330,180
0.22% of portfolio
|
Q3 2025
New holding
|
|
|
Everence Capital Management Inc
|
Oct 01, 2025 Q3 2025 |
5,190
shares
|
$328,786
0.02% of portfolio
|
Q2 2025
Reduced 23.45%
|
|
|
Trajan Wealth LLC
Scottsdale, AZ |
Nov 10, 2025 Q3 2025 |
5,112
shares
|
$323,845
0.02% of portfolio
|
Q3 2025
Reduced 16.09%
|
|
|
Fox Run Management, L.L.C.
Greenwich, CT |
Nov 10, 2025 Q3 2025 |
5,097
shares
|
$322,894
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
4,972
shares
|
$314,976
0.01% of portfolio
|
Q1 2024
Added 0.04%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
4,964
shares
|
$314,469
0.0% of portfolio
|
Q3 2025
New holding
|
|