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 |
|---|---|---|---|---|---|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
5,206
shares
|
$297,366
0.03% of portfolio
|
Q1 2025
Reduced 17.56%
|
|
|
Choreo, LLC
Minneapolis, MN |
May 06, 2025 Q1 2025 |
5,075
shares
|
$289,884
0.0% of portfolio
|
Q1 2025
Added 5.05%
|
|
|
Trajan Wealth LLC
Scottsdale, AZ |
May 12, 2025 Q1 2025 |
5,027
shares
|
$287,142
0.02% of portfolio
|
Q1 2025
Added 60.5%
|
|
|
Vestcor Inc
Fredericton, A3 |
May 08, 2025 Q1 2025 |
5,006
shares
|
$285,942
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Aigen Investment Management, LP
|
May 12, 2025 Q1 2025 |
4,996
shares
|
$285,371
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
4,972
shares
|
$284,000
0.01% of portfolio
|
Q1 2024
Added 0.04%
|
|
|
Heritage Family Offices, LLP
Scottsdale, AZ |
Apr 10, 2025 Q1 2025 |
4,940
shares
|
$282,172
0.15% of portfolio
|
Q1 2025
Added 10.66%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
4,799
shares
|
$274,118
0.0% of portfolio
|
Q1 2025
Added 9.89%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
4,734
shares
|
$270,406
0.0% of portfolio
|
Q1 2025
Added 2.91%
|
|
|
Simon Quick Advisors, LLC
|
Apr 15, 2025 Q1 2025 |
4,718
shares
|
$269,492
0.02% of portfolio
|
Q1 2025
Added 36.04%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
4,663
shares
|
$266,350
0.0% of portfolio
|
Q1 2025
Added 42.6%
|
|
|
Point72 Hong Kong LTD
Hong Kong, K3 |
May 15, 2025 Q1 2025 |
4,612
shares
|
$263,437
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
United Services Automobile Association
San Antonio, TX |
May 15, 2025 Q1 2025 |
4,558
shares
|
$260,352
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Apr 16, 2025 Q1 2025 |
4,492
shares
|
$256,583
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Cibc Asset Management Inc
Toronto, A6 |
May 13, 2025 Q1 2025 |
4,315
shares
|
$246,472
0.0% of portfolio
|
Q1 2025
Reduced 2.04%
|
|
|
Heritage Wealth Management, LLC
Phoenix, AZ |
Jul 30, 2024 Q2 2024 |
4,270
shares
|
$243,902
0.14% of portfolio
|
Q2 2024
Reduced 10.52%
|
|
|
Sherbrooke Park Advisers LLC
White Plains, NY |
May 15, 2025 Q1 2025 |
4,268
shares
|
$243,788
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Princeton Capital Management LLC
Red Bank, NJ |
May 06, 2025 Q1 2025 |
4,000
shares
|
$228,480
0.08% of portfolio
|
Q1 2025
Added 33.33%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
May 14, 2025 Q1 2025 |
3,995
shares
|
$228,194
0.01% of portfolio
|
Q1 2025
Reduced 4.01%
|
|
|
Keybank National Association
|
Apr 28, 2025 Q1 2025 |
3,983
shares
|
$227,508
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Petros Family Wealth, LLC
Bloomington, MN |
Apr 23, 2025 Q1 2025 |
3,870
shares
|
$221,054
0.25% of portfolio
|
Q1 2025
Added 1.04%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
May 15, 2025 Q1 2025 |
3,823
shares
|
$218,369
0.0% of portfolio
|
Q1 2025
Added 23.36%
|
|
|
Petrus Trust Company, Lta
Dallas, TX |
May 15, 2025 Q1 2025 |
3,787
shares
|
$216,313
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
3,656
shares
|
$208,830
0.01% of portfolio
|
Q3 2024
Reduced 11.9%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
May 06, 2025 Q1 2025 |
3,626
shares
|
$207,117
0.01% of portfolio
|
Q1 2025
Added 2.69%
|