Institutional Ownership Moelis & CO (MC)
This table provides information about the institutional ownership of Moelis & CO (MC). We have compiled data on the 315 institutions that hold shares in the stock, with a total of 72.1 Million shares, which have been reported (via 13F filing form) to have a value of $4.99 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
591,790
shares
|
$40.8 Million
0.01% of portfolio
|
Q2 2024
Added 13.87%
|
|
Westwood Holdings Group Inc
Dallas, TX |
Aug 13, 2024 Q2 2024 |
585,475
shares
|
$40.4 Million
0.28% of portfolio
|
Q2 2024
Reduced 47.24%
|
|
Bamco Inc
New York, NY |
Aug 14, 2024 Q2 2024 |
547,747
shares
|
$37.8 Million
0.09% of portfolio
|
Q4 2023
Reduced 0.44%
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
544,402
shares
|
$37.5 Million
0.0% of portfolio
|
Q2 2024
Reduced 0.97%
|
|
Tributary Capital Management, LLC
|
Jul 24, 2024 Q2 2024 |
436,542
shares
|
$30.1 Million
2.06% of portfolio
|
Q2 2024
Added 0.27%
|
|
Emerald Advisers, LLC
|
Aug 06, 2024 Q2 2024 |
434,486
shares
|
$29.9 Million
1.11% of portfolio
|
Q2 2024
Reduced 4.05%
|
|
Emerald Mutual Fund Advisers Trust
|
Aug 06, 2024 Q2 2024 |
380,711
shares
|
$26.2 Million
1.23% of portfolio
|
Q2 2023
Reduced 27.17%
|
|
Cramer Rosenthal Mcglynn LLC
Greenwich, CT |
Aug 13, 2024 Q2 2024 |
380,207
shares
|
$26.2 Million
1.33% of portfolio
|
Q2 2024
Reduced 17.57%
|
|
Voya Investment Management LLC
Atlanta, GA |
Aug 14, 2024 Q2 2024 |
379,658
shares
|
$26.2 Million
0.03% of portfolio
|
Q2 2024
Added 914.45%
|
|
Raymond James & Associates
St Petersburg, FL |
Jul 19, 2024 Q2 2024 |
370,866
shares
|
$25.6 Million
0.01% of portfolio
|
Q2 2024
Added 1.98%
|
|
Principal Financial Group Inc
Des Moines, IA |
Jul 29, 2024 Q2 2024 |
349,692
shares
|
$24.1 Million
0.01% of portfolio
|
Q2 2024
Added 0.8%
|
|
Sei Investments CO
Oaks, PA |
Aug 13, 2024 Q2 2024 |
305,871
shares
|
$21.1 Million
0.03% of portfolio
|
Q2 2024
Added 18.24%
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
293,529
shares
|
$20.2 Million
0.01% of portfolio
|
Q2 2024
Added 27.02%
|
|
Barclays PLC
London, X0 |
Aug 14, 2024 Q2 2024 |
265,116
shares
|
$18.3 Million
0.0% of portfolio
|
Q2 2024
Reduced 16.0%
|
|
Hsbc Holdings PLC
London, X0 |
Aug 12, 2024 Q2 2024 |
246,655
shares
|
$17 Million
0.01% of portfolio
|
Q2 2024
Added 40.72%
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 13, 2024 Q2 2024 |
237,010
shares
|
$16.3 Million
0.02% of portfolio
|
Q2 2024
Added 0.02%
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
212,929
shares
|
$14.7 Million
0.03% of portfolio
|
Q3 2023
Added 0.76%
|
|
Nuveen Asset Management, LLC
Chicago, IL |
Aug 09, 2024 Q2 2024 |
207,912
shares
|
$14.3 Million
0.0% of portfolio
|
Q2 2024
Added 0.98%
|
|
Legal & General Group PLC
London, X0 |
Aug 14, 2024 Q2 2024 |
203,576
shares
|
$14 Million
0.0% of portfolio
|
Q2 2024
Added 4.31%
|
|
Rhumbline Advisers
Boston, MA |
Aug 01, 2024 Q2 2024 |
201,473
shares
|
$13.9 Million
0.01% of portfolio
|
Q2 2024
Added 1.85%
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Aug 14, 2024 Q2 2024 |
194,813
shares
|
$13.4 Million
0.01% of portfolio
|
Q2 2024
Added 9.56%
|
|
Capital Management Corp
|
Jul 25, 2024 Q2 2024 |
186,995
shares
|
$12.9 Million
2.39% of portfolio
|
Q2 2024
Reduced 1.75%
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
186,048
shares
|
$12.8 Million
0.0% of portfolio
|
Q2 2024
Added 16.02%
|
|
Royce & Associates LP
|
Aug 13, 2024 Q2 2024 |
180,528
shares
|
$12.4 Million
0.1% of portfolio
|
Q2 2024
Added 3.39%
|
|
Winslow Asset Management Inc
|
Aug 09, 2024 Q2 2024 |
173,818
shares
|
$12 Million
1.95% of portfolio
|
Q2 2024
Reduced 1.69%
|