Institutional Ownership Moelis & CO (MC)
This table provides information about the institutional ownership of Moelis & CO (MC). We have compiled data on the 415 institutions that hold shares in the stock, with a total of 77.3 Million shares, which have been reported (via 13F filing form) to have a value of $5.69 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ubs Asset Management Americas Inc
Chicago, IL |
Aug 14, 2025 Q2 2025 |
250,710
shares
|
$18.1 Million
0.0% of portfolio
|
Q2 2025
Added 48.11%
|
|
|
Capital Management Corp
|
Jul 28, 2025 Q2 2025 |
246,151
shares
|
$17.7 Million
2.92% of portfolio
|
Q2 2025
Added 17.41%
|
|
|
Legal & General Group PLC
London, X0 |
Aug 12, 2025 Q2 2025 |
214,303
shares
|
$15.5 Million
0.0% of portfolio
|
Q2 2025
Added 11.6%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
212,929
shares
|
$15.4 Million
0.03% of portfolio
|
Q3 2023
Added 0.76%
|
|
|
Rhumbline Advisers
Boston, MA |
Aug 12, 2025 Q2 2025 |
211,220
shares
|
$15.2 Million
0.01% of portfolio
|
Q2 2025
Added 9.29%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
209,590
shares
|
$15.1 Million
0.01% of portfolio
|
Q2 2025
Added 8.33%
|
|
|
Cramer Rosenthal Mcglynn LLC
Greenwich, CT |
Aug 11, 2025 Q2 2025 |
195,338
shares
|
$14.1 Million
0.88% of portfolio
|
Q2 2025
Added 70.01%
|
|
|
Axiom Investors LLC
Greenwich, CT |
Aug 07, 2025 Q2 2025 |
190,750
shares
|
$13.8 Million
0.1% of portfolio
|
Q2 2025
Added 28.77%
|
|
|
Nuveen Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
177,507
shares
|
$12.8 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.62%
|
|
|
Winslow Asset Management Inc
|
Aug 13, 2025 Q2 2025 |
170,551
shares
|
$12.3 Million
2.14% of portfolio
|
Q2 2025
Added 0.94%
|
|
|
Barclays PLC
London, X0 |
Aug 14, 2025 Q2 2025 |
163,657
shares
|
$11.8 Million
0.0% of portfolio
|
Q2 2025
Added 23.03%
|
|
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
Aug 14, 2025 Q2 2025 |
163,100
shares
|
$11.8 Million
0.01% of portfolio
|
Q2 2025
Added 138.45%
|
|
|
Susquehanna Portfolio Strategies, LLC
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
150,826
shares
|
$10.9 Million
0.21% of portfolio
|
Q2 2025
New holding
|
|
|
Pier Capital, LLC
Stamford, CT |
Aug 04, 2025 Q2 2025 |
150,078
shares
|
$10.8 Million
1.53% of portfolio
|
Q2 2025
Reduced 4.82%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
139,976
shares
|
$10.1 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.67%
|
|
|
Swiss National Bank
Zurich, V8 |
May 12, 2025 Q1 2025 |
136,800
shares
|
$9.86 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.16%
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
126,844
shares
|
$9.15 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.29%
|
|
|
Hudson Bay Capital Management LP
Greenwich, CT |
Aug 18, 2025 Q2 2025 |
126,163
shares
|
$9.1 Million
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Regions Financial Corp
|
Jul 29, 2025 Q2 2025 |
98,541
shares
|
$7.11 Million
0.04% of portfolio
|
Q2 2025
Added 1.84%
|
|
|
Interval Partners, LP
New York, NY |
Aug 14, 2025 Q2 2025 |
97,030
shares
|
$7 Million
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Royce & Associates LP
|
Aug 11, 2025 Q2 2025 |
93,869
shares
|
$6.77 Million
0.06% of portfolio
|
Q2 2025
Added 16.45%
|
|
|
Victory Capital Management Inc
|
Aug 13, 2025 Q2 2025 |
93,137
shares
|
$6.72 Million
0.0% of portfolio
|
Q2 2025
Added 17.26%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
91,549
shares
|
$6.6 Million
0.0% of portfolio
|
Q2 2025
Added 4.12%
|
|
|
Alliancebernstein L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
91,210
shares
|
$6.58 Million
0.0% of portfolio
|
Q2 2025
Added 6.87%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
89,189
shares
|
$6.43 Million
0.41% of portfolio
|
Q2 2025
Added 16.9%
|