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 |
|---|---|---|---|---|---|
|
Everence Capital Management Inc
|
Apr 22, 2025 Q1 2025 |
6,780
shares
|
$387,273
0.03% of portfolio
|
Q4 2024
Reduced 28.18%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
6,766
shares
|
$386,473
0.0% of portfolio
|
Q4 2024
Reduced 4.11%
|
|
|
Aviva PLC
|
May 15, 2025 Q1 2025 |
6,724
shares
|
$384,074
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Dark Forest Capital Management LP
Weston, CT |
May 15, 2025 Q1 2025 |
6,608
shares
|
$377,448
0.02% of portfolio
|
Q1 2025
Reduced 3.83%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
6,589
shares
|
$376,363
0.0% of portfolio
|
Q1 2025
Added 3.34%
|
|
|
Fulton Bank, N.A.
|
Apr 09, 2025 Q1 2025 |
6,393
shares
|
$365,168
0.03% of portfolio
|
Q1 2025
Added 5.79%
|
|
|
Cipher Capital LP
New York, NY |
May 15, 2024 Q1 2024 |
6,294
shares
|
$359,513
0.17% of portfolio
|
Q1 2024
New holding
|
|
|
111 Capital
Paris, I0 |
May 15, 2025 Q1 2025 |
6,289
shares
|
$359,227
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
6,274
shares
|
$358,370
0.05% of portfolio
|
Q2 2024
Reduced 1.2%
|
|
|
Alamea Verwaltungs Gmb H
Edison, NJ |
May 15, 2025 Q1 2025 |
6,273
shares
|
$358,313
0.32% of portfolio
|
Q1 2025
New holding
|
|
|
Quantinno Capital Management LP
New York, NY |
May 12, 2025 Q1 2025 |
6,230
shares
|
$355,857
0.0% of portfolio
|
Q1 2025
Added 123.06%
|
|
|
Callan Family Office, LLC
Radnor, PA |
May 12, 2025 Q1 2025 |
6,151
shares
|
$351,345
0.03% of portfolio
|
Q1 2025
Reduced 68.95%
|
|
|
Teza Capital Management LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
6,134
shares
|
$350,374
0.17% of portfolio
|
Q1 2025
Added 8.3%
|
|
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
Feb 14, 2025 Q4 2024 |
6,052
shares
|
$345,690
0.28% of portfolio
|
Q3 2024
Added 0.2%
|
|
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
May 14, 2025 Q1 2025 |
6,000
shares
|
$342,720
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Riverview Capital Advisers, LLC
Boston, MA |
May 13, 2025 Q1 2025 |
5,980
shares
|
$341,577
0.11% of portfolio
|
Q4 2021
New holding
|
|
|
Klr Investment Advisors, LLC
Providence, RI |
Apr 23, 2024 Q1 2024 |
5,966
shares
|
$340,777
0.23% of portfolio
|
Q1 2024
Added 27.89%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
5,812
shares
|
$331,981
0.0% of portfolio
|
Q1 2025
Reduced 2.45%
|
|
|
Pinnacle Financial Partners Inc
|
Apr 28, 2025 Q1 2025 |
5,730
shares
|
$327,297
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Hodges Capital Management Inc.
|
May 15, 2025 Q1 2025 |
5,715
shares
|
$326,440
0.02% of portfolio
|
Q1 2025
Reduced 95.39%
|
|
|
Savant Capital, LLC
|
May 08, 2025 Q1 2025 |
5,589
shares
|
$319,243
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Legato Capital Management LLC
|
May 06, 2025 Q1 2025 |
5,547
shares
|
$316,844
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
5,536
shares
|
$316,216
0.0% of portfolio
|
Q1 2025
Reduced 6.79%
|
|
|
Xponance, Inc.
|
Apr 30, 2025 Q1 2025 |
5,373
shares
|
$306,905
0.0% of portfolio
|
Q1 2025
Added 5.79%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
5,257
shares
|
$300,279
0.0% of portfolio
|
Q1 2025
Reduced 37.45%
|