Institutional Ownership Moelis & CO (MC)
This table provides information about the institutional ownership of Moelis & CO (MC). We have compiled data on the 358 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 $5.41 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Strata Wealth Advisors, LLC
Dallas, TX |
Nov 13, 2024 Q3 2024 |
28,712
shares
|
$2.18 Million
0.63% of portfolio
|
Q3 2024
Reduced 2.43%
|
|
|
Man Group PLC
London, X0 |
Nov 14, 2024 Q3 2024 |
28,617
shares
|
$2.17 Million
0.01% of portfolio
|
Q3 2024
Added 7.39%
|
|
|
Yousif Capital Management, LLC
|
Oct 30, 2024 Q3 2024 |
27,705
shares
|
$2.1 Million
0.02% of portfolio
|
Q3 2024
Reduced 3.37%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Oct 22, 2024 Q3 2024 |
27,255
shares
|
$2.07 Million
0.09% of portfolio
|
Q3 2024
Reduced 8.77%
|
|
|
Holocene Advisors, LP
New York, NY |
Nov 14, 2024 Q3 2024 |
26,755
shares
|
$2.03 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Efg Asset Management (North America) Corp.
|
Nov 12, 2024 Q3 2024 |
26,654
shares
|
$2.02 Million
0.31% of portfolio
|
Q3 2024
Reduced 1.2%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
25,197
shares
|
$1.91 Million
0.02% of portfolio
|
Q3 2024
Added 4.6%
|
|
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
Nov 12, 2024 Q3 2024 |
24,870
shares
|
$1.89 Million
0.19% of portfolio
|
Q3 2024
New holding
|
|
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
Nov 14, 2024 Q3 2024 |
24,200
shares
|
$1.83 Million
0.0% of portfolio
|
Q3 2024
Added 24.74%
|
|
|
Gabelli Funds LLC
Rye, NY |
Nov 13, 2024 Q3 2024 |
24,050
shares
|
$1.82 Million
0.01% of portfolio
|
Q3 2024
Reduced 9.42%
|
|
|
Maryland State Retirement & Pension System
|
Nov 12, 2024 Q3 2024 |
23,761
shares
|
$1.8 Million
0.03% of portfolio
|
Q3 2024
Reduced 3.13%
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
23,611
shares
|
$1.79 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.21%
|
|
|
Hilton Capital Management, LLC
|
Nov 08, 2024 Q3 2024 |
23,417
shares
|
$1.78 Million
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
Nov 14, 2024 Q3 2024 |
22,895
shares
|
$1.74 Million
0.0% of portfolio
|
Q1 2024
Reduced 4.8%
|
|
|
Aquatic Capital Management LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
22,800
shares
|
$1.73 Million
0.04% of portfolio
|
Q3 2024
Added 9.62%
|
|
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
Nov 18, 2024 Q3 2024 |
21,500
shares
|
$1.63 Million
0.01% of portfolio
|
Q3 2023
Added 11.4%
|
|
|
Harbor Capital Advisors, Inc.
|
Oct 29, 2024 Q3 2024 |
20,985
shares
|
$1.59 Million
0.06% of portfolio
|
Q3 2024
Added 15.56%
|
|
|
Amalgamated Bank
New York, NY |
Oct 30, 2024 Q3 2024 |
20,628
shares
|
$1.56 Million
0.01% of portfolio
|
Q3 2024
Reduced 3.49%
|
|
|
Arizona State Retirement System
|
Nov 12, 2024 Q3 2024 |
20,257
shares
|
$1.54 Million
0.01% of portfolio
|
Q3 2024
Added 8.52%
|
|
|
Intech Investment Management LLC
West Palm Beach, FL |
Nov 08, 2024 Q3 2024 |
19,398
shares
|
$1.47 Million
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
State Of Tennessee, Treasury Department
Nashville, TN |
Nov 14, 2024 Q3 2024 |
19,297
shares
|
$1.46 Million
0.0% of portfolio
|
Q3 2024
Added 10.49%
|
|
|
State Board Of Administration Of Florida Retirement System
|
Nov 08, 2024 Q3 2024 |
19,033
shares
|
$1.44 Million
0.0% of portfolio
|
Q2 2024
Added 35.53%
|
|
|
Trust Point Inc.
La Crosse, WI |
Oct 17, 2024 Q3 2024 |
18,976
shares
|
$1.44 Million
0.1% of portfolio
|
Q3 2024
Added 0.78%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Nov 25, 2024 Q3 2024 |
18,824
shares
|
$1.43 Million
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2024 Q3 2024 |
18,627
shares
|
$1.41 Million
0.0% of portfolio
|
Q3 2024
Added 5.99%
|