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 |
---|---|---|---|---|---|
Illinois Municipal Retirement Fund
|
Aug 05, 2024 Q2 2024 |
38,852
shares
|
$2.68 Million
0.03% of portfolio
|
Q2 2024
Reduced 1.21%
|
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
Jul 12, 2024 Q2 2024 |
38,598
shares
|
$2.66 Million
0.4% of portfolio
|
Q2 2024
Added 10.63%
|
|
Janney Montgomery Scott LLC
|
Jul 25, 2024 Q2 2024 |
38,159
shares
|
$2.63 Million
0.01% of portfolio
|
Q2 2024
Reduced 3.3%
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Jul 25, 2024 Q2 2024 |
37,083
shares
|
$2.56 Million
0.19% of portfolio
|
Q2 2024
Added 14.04%
|
|
Louisiana State Employees Retirement System
|
Jul 24, 2024 Q2 2024 |
35,400
shares
|
$2.44 Million
0.04% of portfolio
|
Q2 2024
Added 7.27%
|
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
Aug 14, 2024 Q2 2024 |
34,167
shares
|
$2.36 Million
0.0% of portfolio
|
Q2 2024
New holding
|
|
State Of New Jersey Common Pension Fund D
|
Aug 07, 2024 Q2 2024 |
33,451
shares
|
$2.31 Million
0.01% of portfolio
|
Q2 2024
Reduced 36.2%
|
|
Janus Henderson Group PLC
London, X0 |
Aug 14, 2024 Q2 2024 |
33,326
shares
|
$2.3 Million
0.0% of portfolio
|
Q2 2024
Reduced 1.02%
|
|
Public Employees Retirement System Of Ohio
Columbus, OH |
Aug 14, 2024 Q2 2024 |
33,170
shares
|
$2.29 Million
0.01% of portfolio
|
Q2 2024
Reduced 48.1%
|
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
Jul 22, 2024 Q2 2024 |
32,846
shares
|
$2.26 Million
0.01% of portfolio
|
Q2 2024
Reduced 4.48%
|
|
M&T Bank Corp
|
Jul 31, 2024 Q2 2024 |
31,886
shares
|
$2.2 Million
0.01% of portfolio
|
Q2 2024
Reduced 5.79%
|
|
Hennion & Walsh Asset Management, Inc.
|
Jul 19, 2024 Q2 2024 |
29,874
shares
|
$2.06 Million
0.09% of portfolio
|
Q2 2024
Reduced 5.75%
|
|
Strata Wealth Advisors, LLC
Dallas, TX |
Aug 14, 2024 Q2 2024 |
29,428
shares
|
$2.03 Million
0.58% of portfolio
|
Q2 2024
Reduced 2.37%
|
|
Empowered Funds, LLC
|
Jul 30, 2024 Q2 2024 |
28,808
shares
|
$1.99 Million
0.03% of portfolio
|
Q2 2024
Added 10.17%
|
|
Yousif Capital Management, LLC
|
Jul 31, 2024 Q2 2024 |
28,671
shares
|
$1.98 Million
0.02% of portfolio
|
Q2 2024
Reduced 6.3%
|
|
Efg Asset Management (North America) Corp.
|
Jul 25, 2024 Q2 2024 |
26,979
shares
|
$1.86 Million
0.27% of portfolio
|
Q2 2024
New holding
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Aug 08, 2024 Q2 2024 |
26,694
shares
|
$1.84 Million
0.2% of portfolio
|
Q2 2024
New holding
|
|
Man Group PLC
London, X0 |
Aug 14, 2024 Q2 2024 |
26,647
shares
|
$1.84 Million
0.0% of portfolio
|
Q2 2024
Reduced 24.46%
|
|
Gabelli Funds LLC
Rye, NY |
Aug 13, 2024 Q2 2024 |
26,550
shares
|
$1.83 Million
0.01% of portfolio
|
Q4 2023
Added 3.71%
|
|
Amg National Trust Bank
|
Jul 25, 2024 Q2 2024 |
26,262
shares
|
$1.81 Million
0.04% of portfolio
|
Q2 2024
Reduced 0.38%
|
|
Maryland State Retirement & Pension System
|
Jul 30, 2024 Q2 2024 |
24,530
shares
|
$1.69 Million
0.03% of portfolio
|
Q2 2024
Added 2.11%
|
|
Atria Investments LLC
Charlotte, NC |
Aug 13, 2024 Q2 2024 |
24,090
shares
|
$1.66 Million
0.02% of portfolio
|
Q2 2024
New holding
|
|
Townsquare Capital LLC
|
Aug 14, 2024 Q2 2024 |
23,660
shares
|
$1.63 Million
0.02% of portfolio
|
Q2 2024
Added 5.78%
|
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
Sep 19, 2024 Q2 2024 |
23,200
shares
|
$1.6 Million
0.0% of portfolio
|
Q2 2024
Reduced 29.91%
|
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
Aug 13, 2024 Q2 2024 |
22,895
shares
|
$1.58 Million
0.0% of portfolio
|
Q1 2024
Reduced 4.8%
|