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 $4.38 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Algert Global LLC
San Francisco, CA |
May 13, 2025 Q1 2025 |
63,940
shares
|
$3.73 Million
0.09% of portfolio
|
Q1 2025
Reduced 30.2%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
61,888
shares
|
$3.61 Million
0.0% of portfolio
|
Q1 2025
Added 7.12%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
60,965
shares
|
$3.56 Million
0.05% of portfolio
|
Q4 2022
Added 9.33%
|
|
|
Mutual Of America Capital Management LLC
New York, NY |
May 09, 2025 Q1 2025 |
60,273
shares
|
$3.52 Million
0.04% of portfolio
|
Q1 2025
Reduced 0.68%
|
|
|
Jump Financial, LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
59,881
shares
|
$3.5 Million
0.05% of portfolio
|
Q1 2025
Added 94.28%
|
|
|
New York State Common Retirement Fund
|
May 01, 2025 Q1 2025 |
58,185
shares
|
$3.4 Million
0.0% of portfolio
|
Q1 2025
Added 12.19%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Apr 24, 2025 Q1 2025 |
57,523
shares
|
$3.36 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
May 15, 2025 Q1 2025 |
57,100
shares
|
$3.33 Million
0.01% of portfolio
|
Q1 2025
Added 44.19%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
57,004
shares
|
$3.33 Million
0.25% of portfolio
|
Q4 2023
Added 3.64%
|
|
|
Richard Bernstein Advisors LLC
|
Apr 29, 2025 Q1 2025 |
54,971
shares
|
$3.21 Million
0.08% of portfolio
|
Q1 2025
Reduced 3.18%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
54,071
shares
|
$3.16 Million
0.06% of portfolio
|
Q3 2024
Reduced 5.95%
|
|
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
May 15, 2025 Q1 2025 |
52,432
shares
|
$3.06 Million
0.0% of portfolio
|
Q1 2025
Added 1.45%
|
|
|
Neuberger Berman Group LLC
New York, NY |
May 13, 2025 Q1 2025 |
50,366
shares
|
$2.94 Million
0.0% of portfolio
|
Q1 2025
Added 6.04%
|
|
|
Park Circle CO
|
May 09, 2025 Q1 2025 |
50,176
shares
|
$2.93 Million
2.67% of portfolio
|
Q4 2021
Added 16.21%
|
|
|
B. Metzler Seel. Sohn & Co. Holding Ag
Frankfurt, 2M |
Nov 08, 2024 Q3 2024 |
50,107
shares
|
$2.92 Million
0.03% of portfolio
|
Q3 2024
Added 100.52%
|
|
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
May 14, 2025 Q1 2025 |
49,727
shares
|
$2.9 Million
0.01% of portfolio
|
Q1 2025
Added 117.2%
|
|
|
Price T Rowe Associates Inc
Baltimore, MD |
May 14, 2025 Q1 2025 |
48,733
shares
|
$2.84 Million
0.0% of portfolio
|
Q1 2025
Added 14.32%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
47,840
shares
|
$2.79 Million
0.05% of portfolio
|
Q1 2025
Reduced 3.82%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
47,200
shares
|
$2.76 Million
0.01% of portfolio
|
Q1 2025
Reduced 2.51%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
45,835
shares
|
$2.68 Million
0.03% of portfolio
|
Q1 2025
Added 9.56%
|
|
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
May 14, 2025 Q1 2025 |
45,688
shares
|
$2.67 Million
0.21% of portfolio
|
Q1 2025
New holding
|
|
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
May 14, 2025 Q1 2025 |
43,547
shares
|
$2.54 Million
0.03% of portfolio
|
Q1 2025
Added 4.86%
|
|
|
First National Bank Of Omaha
Omaha, NE |
Feb 11, 2025 Q4 2024 |
43,442
shares
|
$2.54 Million
0.22% of portfolio
|
Q4 2024
Reduced 2.04%
|
|
|
Nicholas Investment Partners, LP
Rancho Santa Fe, CA |
May 15, 2025 Q1 2025 |
43,101
shares
|
$2.52 Million
0.31% of portfolio
|
Q1 2025
New holding
|
|
|
Empowered Funds, LLC
|
May 16, 2025 Q1 2025 |
42,828
shares
|
$2.5 Million
0.04% of portfolio
|
Q1 2025
Added 37.55%
|