Institutional Ownership Moelis & CO (MC)
This table provides information about the institutional ownership of Moelis & CO (MC). We have compiled data on the 357 institutions that hold shares in the stock, with a total of 70.3 Million shares, which have been reported (via 13F filing form) to have a value of $5.19 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
539,380
shares
|
$39.6 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.92%
|
|
|
Bamco Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
527,186
shares
|
$38.7 Million
0.1% of portfolio
|
Q3 2024
Reduced 3.75%
|
|
|
Artisan Partners Limited Partnership
Milwaukee, WI |
Nov 12, 2024 Q3 2024 |
506,709
shares
|
$37.2 Million
0.05% of portfolio
|
Q3 2024
Reduced 52.61%
|
|
|
Westwood Holdings Group Inc
Dallas, TX |
Nov 14, 2024 Q3 2024 |
486,176
shares
|
$35.7 Million
0.26% of portfolio
|
Q3 2024
Reduced 16.96%
|
|
|
Emerald Advisers, LLC
|
Oct 29, 2024 Q3 2024 |
440,330
shares
|
$32.3 Million
1.25% of portfolio
|
Q3 2024
Added 1.35%
|
|
|
Tributary Capital Management, LLC
|
Oct 24, 2024 Q3 2024 |
434,716
shares
|
$31.9 Million
2.31% of portfolio
|
Q3 2024
Reduced 0.42%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
372,919
shares
|
$27.4 Million
0.02% of portfolio
|
Q3 2024
Added 0.55%
|
|
|
Emerald Mutual Fund Advisers Trust
|
Oct 29, 2024 Q3 2024 |
360,871
shares
|
$26.5 Million
1.4% of portfolio
|
Q3 2024
Reduced 5.21%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
354,760
shares
|
$26 Million
0.01% of portfolio
|
Q3 2024
Added 20.86%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Oct 31, 2024 Q3 2024 |
333,370
shares
|
$24.5 Million
0.01% of portfolio
|
Q3 2024
Reduced 4.67%
|
|
|
Voya Investment Management LLC
Atlanta, GA |
Nov 14, 2024 Q3 2024 |
309,911
shares
|
$22.7 Million
0.03% of portfolio
|
Q3 2024
Reduced 18.37%
|
|
|
Cramer Rosenthal Mcglynn LLC
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
303,007
shares
|
$22.2 Million
1.23% of portfolio
|
Q3 2024
Reduced 20.3%
|
|
|
Sei Investments CO
Oaks, PA |
Nov 12, 2024 Q3 2024 |
284,360
shares
|
$20.9 Million
0.03% of portfolio
|
Q3 2024
Reduced 7.03%
|
|
|
Invesco Ltd.
Atlanta, GA |
Nov 12, 2024 Q3 2024 |
281,519
shares
|
$20.7 Million
0.0% of portfolio
|
Q3 2024
Added 181.79%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
241,772
shares
|
$17.7 Million
0.02% of portfolio
|
Q3 2024
Added 2.01%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Nov 14, 2024 Q3 2024 |
238,817
shares
|
$17.5 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Balyasny Asset Management LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
229,261
shares
|
$16.8 Million
0.03% of portfolio
|
Q3 2024
Added 3682.56%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
212,929
shares
|
$15.6 Million
0.03% of portfolio
|
Q3 2023
Added 0.76%
|
|
|
Legal & General Group PLC
London, X0 |
Nov 14, 2024 Q3 2024 |
201,561
shares
|
$14.8 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.99%
|
|
|
Rhumbline Advisers
Boston, MA |
Nov 12, 2024 Q3 2024 |
193,860
shares
|
$14.2 Million
0.01% of portfolio
|
Q3 2024
Reduced 3.78%
|
|
|
Axiom Investors LLC
Greenwich, CT |
Nov 12, 2024 Q3 2024 |
185,952
shares
|
$13.6 Million
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Nov 13, 2024 Q3 2024 |
185,144
shares
|
$13.6 Million
0.01% of portfolio
|
Q3 2024
Reduced 4.96%
|
|
|
Capital Management Corp
|
Oct 30, 2024 Q3 2024 |
180,459
shares
|
$13.2 Million
2.53% of portfolio
|
Q3 2024
Reduced 3.5%
|
|
|
Nuveen Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
178,614
shares
|
$13.1 Million
0.0% of portfolio
|
Q3 2024
Reduced 14.09%
|
|
|
Winslow Asset Management Inc
|
Nov 04, 2024 Q3 2024 |
175,179
shares
|
$12.9 Million
2.22% of portfolio
|
Q3 2024
Added 0.78%
|