Institutional Ownership Moelis & CO (MC)
This table provides information about the institutional ownership of Moelis & CO (MC). We have compiled data on the 418 institutions that hold shares in the stock, with a total of 75 Million shares, which have been reported (via 13F filing form) to have a value of $5.28 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
South State Corp
|
May 12, 2025 Q1 2025 |
5
shares
|
$351
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
4
shares
|
$281
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Jul 14, 2025 Q2 2025 |
3
shares
|
$211
0.0% of portfolio
|
Q4 2024
Reduced 62.5%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jul 15, 2025 Q2 2025 |
3
shares
|
$211
0.0% of portfolio
|
Q2 2025
Reduced 57.14%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jul 09, 2025 Q2 2025 |
3
shares
|
$211
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
3
shares
|
$211
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
May 05, 2025 Q1 2025 |
1
shares
|
$70
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
Jul 22, 2025 Q2 2025 |
1
shares
|
$70
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
Closed
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|