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 |
|---|---|---|---|---|---|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
3,522
shares
|
$201,176
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Kbc Group Nv
|
Apr 25, 2025 Q1 2025 |
3,035
shares
|
$173,359
0.0% of portfolio
|
Q4 2024
Added 46.76%
|
|
|
Dgs Capital Management, LLC
|
Jan 21, 2025 Q4 2024 |
2,945
shares
|
$168,218
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Nisa Investment Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
2,943
shares
|
$168,104
0.0% of portfolio
|
Q1 2025
Reduced 17.63%
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
2,330
shares
|
$133,089
0.0% of portfolio
|
Q1 2025
Added 5874.36%
|
|
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
May 14, 2025 Q1 2025 |
2,130
shares
|
$121,665
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
1,987
shares
|
$113,497
0.0% of portfolio
|
Q1 2025
Reduced 50.51%
|
|
|
New Age Alpha Advisors, LLC
Rye, NY |
May 09, 2025 Q1 2025 |
1,842
shares
|
$105,215
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
1,573
shares
|
$89,849
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
|
$83,680
0.0% of portfolio
|
Q2 2024
Added 75.24%
|
|
|
Parallel Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
1,356
shares
|
$77,454
0.0% of portfolio
|
Q1 2025
Reduced 1.24%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
1,251
shares
|
$71,457
0.01% of portfolio
|
Q3 2022
Added 74.48%
|
|
|
Signaturefd, LLC
Atlanta, GA |
May 01, 2025 Q1 2025 |
1,171
shares
|
$66,887
0.0% of portfolio
|
Q4 2024
Reduced 2.42%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
1,120
shares
|
$63,974
0.0% of portfolio
|
Q1 2025
Added 8.74%
|
|
|
Whittier Trust CO Of Nevada Inc
|
May 02, 2025 Q1 2025 |
1,099
shares
|
$62,774
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
1,077
shares
|
$61,518
0.01% of portfolio
|
Q1 2025
Reduced 2.62%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
1,066
shares
|
$60,889
0.0% of portfolio
|
Q1 2025
Reduced 1.66%
|
|
|
Public Employees Retirement System Of Ohio
Columbus, OH |
May 14, 2025 Q1 2025 |
1,048
shares
|
$59,861
0.0% of portfolio
|
Q1 2025
Added 4.17%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
1,026
shares
|
$58,605
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
999
shares
|
$57,062
0.0% of portfolio
|
Q4 2024
Reduced 9.1%
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
May 14, 2025 Q1 2025 |
995
shares
|
$56,834
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Ci Investments Inc.
Toronto, A6 |
May 13, 2025 Q1 2025 |
972
shares
|
$55,520
0.0% of portfolio
|
Q1 2025
Added 4.63%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
972
shares
|
$55,520
0.0% of portfolio
|
Q1 2025
Reduced 47.6%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
922
shares
|
$52,664
0.01% of portfolio
|
Q1 2025
Reduced 9.25%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
851
shares
|
$48,609
0.0% of portfolio
|
Q3 2022
New holding
|