Institutional Ownership Moelis & CO (MC)
This table provides information about the institutional ownership of Moelis & CO (MC). We have compiled data on the 417 institutions that hold shares in the stock, with a total of 77.4 Million shares, which have been reported (via 13F filing form) to have a value of $4.88 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
High Note Wealth, LLC
Deephaven, MN |
Jul 23, 2025 Q2 2025 |
65
shares
|
$4,275
0.0% of portfolio
|
Q2 2025
Reduced 5.8%
|
|
|
Nbt Bank N A
|
Jul 23, 2025 Q2 2025 |
59
shares
|
$3,880
0.0% of portfolio
|
Q1 2025
Added 1.72%
|
|
|
Key F Inancial Inc
|
Aug 05, 2025 Q2 2025 |
59
shares
|
$3,880
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
56
shares
|
$3,683
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
45
shares
|
$2,959
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
44
shares
|
$2,893
0.0% of portfolio
|
Q1 2021
Reduced 8.33%
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
43
shares
|
$2,828
0.0% of portfolio
|
Q2 2025
Added 168.75%
|
|
|
Cullen/Frost Bankers, Inc.
|
Jul 30, 2025 Q2 2025 |
41
shares
|
$2,696
0.0% of portfolio
|
Q2 2025
Reduced 73.55%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Aug 12, 2025 Q2 2025 |
40
shares
|
$2,630
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
37
shares
|
$2,433
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
31
shares
|
$2,038
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Westside Investment Management, Inc.
|
Aug 05, 2025 Q2 2025 |
29
shares
|
$1,907
0.0% of portfolio
|
Q3 2021
Reduced 96.96%
|
|
|
Quarry LP
New York, NY |
Aug 14, 2025 Q2 2025 |
27
shares
|
$1,775
0.0% of portfolio
|
Q2 2025
Reduced 86.89%
|
|
|
New Square Capital LLC
|
Aug 05, 2025 Q2 2025 |
24
shares
|
$1,578
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
21
shares
|
$1,381
0.0% of portfolio
|
Q2 2025
Reduced 27.59%
|
|
|
Harvest Fund Management Co., LTD
Beijing, F4 |
Aug 14, 2025 Q2 2025 |
20
shares
|
$1,315
0.0% of portfolio
|
Q2 2025
Reduced 97.13%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Aug 08, 2025 Q2 2025 |
18
shares
|
$1,183
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
15
shares
|
$986
0.0% of portfolio
|
Q1 2025
Added 200.0%
|
|
|
Financial Management Professionals, Inc.
|
Jul 15, 2025 Q2 2025 |
14
shares
|
$920
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cva Family Office, LLC
|
Jul 31, 2025 Q2 2025 |
13
shares
|
$855
0.0% of portfolio
|
Q2 2025
Added 30.0%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Aug 07, 2025 Q2 2025 |
10
shares
|
$657
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Stephens Consulting, LLC
Flint, MI |
Jul 25, 2025 Q2 2025 |
7
shares
|
$460
0.0% of portfolio
|
Q2 2025
Reduced 72.0%
|
|
|
Hemington Wealth Management
|
Jul 24, 2025 Q2 2025 |
6
shares
|
$394
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jul 17, 2025 Q2 2025 |
6
shares
|
$394
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
S&T Bank
Indiana, PA |
Aug 06, 2025 Q2 2025 |
5
shares
|
$328
0.0% of portfolio
|
Q2 2025
New holding
|