Institutional Ownership Moelis & CO (MC)
This table provides information about the institutional ownership of Moelis & CO (MC). We have compiled data on the 384 institutions that hold shares in the stock, with a total of 71.1 Million shares, which have been reported (via 13F filing form) to have a value of $4.12 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Dgs Capital Management, LLC
|
Jan 21, 2025 Q4 2024 |
2,945
shares
|
$170,544
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
2,837
shares
|
$164,290
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Juncture Wealth Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
2,800
shares
|
$162,148
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Quantinno Capital Management LP
New York, NY |
Feb 14, 2025 Q4 2024 |
2,793
shares
|
$161,742
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Leavell Investment Management, Inc.
|
Jan 29, 2025 Q4 2024 |
2,757
shares
|
$159,657
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Shelton Capital Management
Denver, CO |
Feb 13, 2025 Q4 2024 |
2,747
shares
|
$159,078
0.01% of portfolio
|
Q4 2024
Reduced 8.52%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
2,536
shares
|
$146,859
0.0% of portfolio
|
Q4 2024
Added 5.84%
|
|
|
Walleye Trading LLC
Plymouth, MN |
Feb 13, 2025 Q4 2024 |
2,009
shares
|
$116,341
0.0% of portfolio
|
Q4 2024
Added 18.74%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
1,971
shares
|
$114,140
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Harvest Fund Management Co., LTD
Beijing, F4 |
Feb 10, 2025 Q4 2024 |
1,895
shares
|
$109,739
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
1,821
shares
|
$105,454
0.0% of portfolio
|
Q4 2024
Reduced 53.98%
|
|
|
Hm Payson & CO
Portland, ME |
Feb 07, 2025 Q4 2024 |
1,573
shares
|
$91,092
0.0% of portfolio
|
Q2 2024
Reduced 1.87%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
1,465
shares
|
$84,838
0.0% of portfolio
|
Q2 2024
Added 75.24%
|
|
|
Parallel Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
1,373
shares
|
$79,510
0.0% of portfolio
|
Q4 2024
Reduced 1.08%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
1,251
shares
|
$72,445
0.01% of portfolio
|
Q3 2022
Added 74.48%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
1,171
shares
|
$67,812
0.0% of portfolio
|
Q4 2024
Reduced 2.42%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
1,106
shares
|
$64,048
0.01% of portfolio
|
Q4 2024
Added 4.34%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Feb 11, 2025 Q4 2024 |
1,099
shares
|
$63,643
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
1,084
shares
|
$62,774
0.0% of portfolio
|
Q4 2024
Added 1.98%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
1,030
shares
|
$59,647
0.0% of portfolio
|
Q4 2024
Reduced 13.95%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
1,016
shares
|
$58,836
0.01% of portfolio
|
Q4 2024
Added 368.2%
|
|
|
Public Employees Retirement System Of Ohio
Columbus, OH |
Feb 18, 2025 Q4 2024 |
1,006
shares
|
$58,257
0.0% of portfolio
|
Q4 2024
Reduced 96.5%
|
|
|
First Horizon Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
999
shares
|
$57,852
0.0% of portfolio
|
Q4 2024
Reduced 9.1%
|
|
|
Ci Investments Inc.
Toronto, A6 |
Feb 12, 2025 Q4 2024 |
929
shares
|
$53,798
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bayforest Capital LTD
London, X0 |
Feb 14, 2025 Q4 2024 |
854
shares
|
$49,455
0.08% of portfolio
|
Q4 2024
New holding
|