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 |
|---|---|---|---|---|---|
|
Callan Family Office, LLC
Radnor, PA |
Jul 24, 2025 Q2 2025 |
84,703
shares
|
$6.11 Million
0.17% of portfolio
|
Q2 2025
Added 1277.06%
|
|
|
Adirondack Retirement Specialists, Inc.
|
Oct 24, 2023 Q3 2023 |
81,120
shares
|
$5.85 Million
3.35% of portfolio
|
Q3 2023
Reduced 44.86%
|
|
|
Efg Asset Management (North America) Corp.
|
Aug 05, 2025 Q2 2025 |
80,469
shares
|
$5.8 Million
0.75% of portfolio
|
Q2 2025
Added 11.47%
|
|
|
Blue Zone Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
80,277
shares
|
$5.79 Million
1.38% of portfolio
|
Q2 2025
Added 20.01%
|
|
|
First Eagle Investment Management, LLC
|
Aug 06, 2025 Q2 2025 |
79,551
shares
|
$5.74 Million
0.01% of portfolio
|
Q2 2025
Reduced 22.8%
|
|
|
Prudential Financial Inc
Newark, NJ |
Aug 12, 2025 Q2 2025 |
77,067
shares
|
$5.56 Million
0.01% of portfolio
|
Q2 2025
Reduced 20.51%
|
|
|
Great West Life Assurance CO
Winnipeg, A2 |
Aug 14, 2025 Q2 2025 |
76,913
shares
|
$5.55 Million
0.01% of portfolio
|
Q2 2025
Added 0.34%
|
|
|
Palisades Investment Partners, LLC
Santa Monica, CA |
Jul 17, 2025 Q2 2025 |
76,002
shares
|
$5.48 Million
2.07% of portfolio
|
Q2 2025
Reduced 0.95%
|
|
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
Aug 14, 2025 Q2 2025 |
70,077
shares
|
$5.05 Million
0.18% of portfolio
|
Q2 2025
Added 85.97%
|
|
|
Y Intercept (Hong Kong) LTD
|
Aug 01, 2025 Q2 2025 |
69,228
shares
|
$4.99 Million
0.12% of portfolio
|
Q2 2025
Added 183.91%
|
|
|
California State Teachers Retirement System
West Sacramento, CA |
Aug 14, 2025 Q2 2025 |
69,155
shares
|
$4.99 Million
0.0% of portfolio
|
Q2 2025
Added 0.3%
|
|
|
Credit Suisse Ag
Zurich, V8 |
May 10, 2024 Q1 2024 |
68,178
shares
|
$4.92 Million
0.0% of portfolio
|
Q1 2024
Reduced 0.4%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Jul 21, 2025 Q2 2025 |
67,503
shares
|
$4.87 Million
0.02% of portfolio
|
Q2 2025
Added 17.35%
|
|
|
Marshall Wace, LLP
London, X0 |
Aug 13, 2025 Q2 2025 |
67,023
shares
|
$4.83 Million
0.01% of portfolio
|
Q2 2025
Added 331.21%
|
|
|
Point72 (Difc) LTD
Dubai, C0 |
Aug 14, 2025 Q2 2025 |
63,397
shares
|
$4.57 Million
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Algert Global LLC
San Francisco, CA |
Aug 13, 2025 Q2 2025 |
62,690
shares
|
$4.52 Million
0.08% of portfolio
|
Q2 2025
Reduced 1.95%
|
|
|
New York State Common Retirement Fund
|
Aug 13, 2025 Q2 2025 |
59,885
shares
|
$4.32 Million
0.0% of portfolio
|
Q2 2025
Added 2.92%
|
|
|
Man Group PLC
London, X0 |
Aug 14, 2025 Q2 2025 |
59,452
shares
|
$4.29 Million
0.01% of portfolio
|
Q2 2025
Reduced 57.97%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
58,705
shares
|
$4.23 Million
0.0% of portfolio
|
Q2 2025
Reduced 5.14%
|
|
|
Price T Rowe Associates Inc
Baltimore, MD |
Aug 14, 2025 Q2 2025 |
57,132
shares
|
$4.12 Million
0.0% of portfolio
|
Q2 2025
Added 17.23%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
57,004
shares
|
$4.11 Million
0.25% of portfolio
|
Q4 2023
Added 3.64%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 26, 2025 Q2 2025 |
54,548
shares
|
$3.93 Million
0.01% of portfolio
|
Q2 2025
Added 5.21%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
54,071
shares
|
$3.9 Million
0.06% of portfolio
|
Q3 2024
Reduced 5.95%
|
|
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
Aug 14, 2025 Q2 2025 |
51,800
shares
|
$3.74 Million
0.01% of portfolio
|
Q2 2025
Reduced 9.28%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Aug 06, 2025 Q2 2025 |
51,623
shares
|
$3.72 Million
0.05% of portfolio
|
Q2 2025
Reduced 46.4%
|