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 $4.25 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bamco Inc
New York, NY |
May 15, 2025 Q1 2025 |
527,186
shares
|
$30.8 Million
0.09% of portfolio
|
Q3 2024
Reduced 3.75%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
506,081
shares
|
$29.5 Million
0.01% of portfolio
|
Q1 2025
Added 64.14%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
May 14, 2025 Q1 2025 |
493,364
shares
|
$28.8 Million
0.05% of portfolio
|
Q1 2025
Added 236.9%
|
|
|
Jennison Associates LLC
|
May 02, 2025 Q1 2025 |
485,238
shares
|
$28.3 Million
0.02% of portfolio
|
Q1 2025
Added 457.05%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
May 15, 2025 Q1 2025 |
465,677
shares
|
$27.2 Million
0.02% of portfolio
|
Q1 2025
Added 311.42%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
464,633
shares
|
$27.1 Million
0.01% of portfolio
|
Q1 2025
Added 5.13%
|
|
|
Qube Research & Technologies LTD
London, X0 |
May 15, 2025 Q1 2025 |
440,231
shares
|
$25.7 Million
0.03% of portfolio
|
Q1 2025
Added 744.21%
|
|
|
Artisan Partners Limited Partnership
Milwaukee, WI |
May 14, 2025 Q1 2025 |
432,060
shares
|
$25.2 Million
0.04% of portfolio
|
Q1 2025
Added 0.63%
|
|
|
Emerald Advisers, LLC
|
May 01, 2025 Q1 2025 |
426,466
shares
|
$24.9 Million
1.24% of portfolio
|
Q1 2025
Reduced 0.12%
|
|
|
Tributary Capital Management, LLC
|
May 02, 2025 Q1 2025 |
425,782
shares
|
$24.9 Million
2.16% of portfolio
|
Q1 2025
Reduced 3.18%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
425,732
shares
|
$24.8 Million
0.01% of portfolio
|
Q1 2025
Added 12.92%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
372,919
shares
|
$21.8 Million
0.02% of portfolio
|
Q3 2024
Added 0.55%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
357,789
shares
|
$20.9 Million
0.01% of portfolio
|
Q1 2025
Added 1.39%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
May 14, 2025 Q1 2025 |
353,469
shares
|
$20.6 Million
0.01% of portfolio
|
Q1 2025
Added 60.11%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Apr 28, 2025 Q1 2025 |
352,466
shares
|
$20.6 Million
0.01% of portfolio
|
Q1 2025
Added 2.32%
|
|
|
Voya Investment Management LLC
Atlanta, GA |
May 15, 2025 Q1 2025 |
343,099
shares
|
$20 Million
0.03% of portfolio
|
Q1 2025
Added 5.91%
|
|
|
Nuveen, LLC
Charlotte, NC |
May 12, 2025 Q1 2025 |
335,185
shares
|
$19.6 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Invesco Ltd.
Atlanta, GA |
May 12, 2025 Q1 2025 |
320,103
shares
|
$18.7 Million
0.0% of portfolio
|
Q1 2025
Reduced 7.28%
|
|
|
Emerald Mutual Fund Advisers Trust
|
May 01, 2025 Q1 2025 |
301,224
shares
|
$17.6 Million
1.43% of portfolio
|
Q4 2024
Reduced 16.53%
|
|
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
May 15, 2025 Q1 2025 |
295,915
shares
|
$17.3 Million
0.06% of portfolio
|
Q1 2025
Added 150.88%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
May 09, 2025 Q1 2025 |
293,408
shares
|
$17.1 Million
0.01% of portfolio
|
Q1 2025
Added 14.86%
|
|
|
Sei Investments CO
Oaks, PA |
May 14, 2025 Q1 2025 |
290,247
shares
|
$16.9 Million
0.02% of portfolio
|
Q1 2025
Added 5.3%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
288,229
shares
|
$16.8 Million
0.0% of portfolio
|
Q1 2025
Added 3830.04%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
253,658
shares
|
$14.8 Million
0.03% of portfolio
|
Q1 2025
Added 64.35%
|
|
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
May 14, 2025 Q1 2025 |
247,000
shares
|
$14.4 Million
0.03% of portfolio
|
Q1 2025
Added 47.02%
|