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 |
|---|---|---|---|---|---|
|
Toroso Investments, LLC
Massapequa, NY |
May 14, 2025 Q1 2025 |
28,687
shares
|
$1.67 Million
0.02% of portfolio
|
Q1 2025
Added 7.56%
|
|
|
M&T Bank Corp
|
Apr 30, 2025 Q1 2025 |
28,360
shares
|
$1.66 Million
0.01% of portfolio
|
Q1 2025
Reduced 6.89%
|
|
|
Strata Wealth Advisors, LLC
Dallas, TX |
May 01, 2025 Q1 2025 |
28,118
shares
|
$1.64 Million
0.51% of portfolio
|
Q1 2025
Reduced 1.77%
|
|
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
May 07, 2025 Q1 2025 |
27,761
shares
|
$1.62 Million
0.0% of portfolio
|
Q1 2025
Added 39.08%
|
|
|
Salvus Wealth Management, LLC
|
Apr 10, 2025 Q1 2025 |
27,748
shares
|
$1.62 Million
1.07% of portfolio
|
Q1 2025
Reduced 24.1%
|
|
|
State Of New Jersey Common Pension Fund D
|
May 13, 2025 Q1 2025 |
27,475
shares
|
$1.6 Million
0.01% of portfolio
|
Q1 2025
Reduced 6.39%
|
|
|
Russell Investments Group, Ltd.
|
May 13, 2025 Q1 2025 |
27,208
shares
|
$1.59 Million
0.0% of portfolio
|
Q1 2025
Added 57.17%
|
|
|
Verition Fund Management LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
27,117
shares
|
$1.58 Million
0.01% of portfolio
|
Q1 2025
Added 450.82%
|
|
|
Yousif Capital Management, LLC
|
Apr 14, 2025 Q1 2025 |
26,735
shares
|
$1.56 Million
0.02% of portfolio
|
Q1 2025
Reduced 2.03%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Apr 10, 2025 Q1 2025 |
24,848
shares
|
$1.45 Million
0.07% of portfolio
|
Q1 2025
Reduced 10.88%
|
|
|
Versor Investments LP
|
May 13, 2025 Q1 2025 |
24,539
shares
|
$1.43 Million
0.24% of portfolio
|
Q1 2025
New holding
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
24,399
shares
|
$1.42 Million
0.02% of portfolio
|
Q1 2025
Reduced 2.5%
|
|
|
Y Intercept (Hong Kong) LTD
|
May 05, 2025 Q1 2025 |
24,384
shares
|
$1.42 Million
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Magnetar Financial LLC
Evanston, IL |
May 15, 2025 Q1 2025 |
23,631
shares
|
$1.38 Million
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Cinctive Capital Management LP
New York, NY |
May 15, 2025 Q1 2025 |
22,217
shares
|
$1.3 Million
0.11% of portfolio
|
Q1 2025
Reduced 63.25%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
21,791
shares
|
$1.27 Million
0.0% of portfolio
|
Q1 2025
Reduced 2.16%
|
|
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
May 05, 2025 Q1 2025 |
21,500
shares
|
$1.25 Million
0.01% of portfolio
|
Q3 2023
Added 11.4%
|
|
|
Centiva Capital, LP
New York, NY |
May 15, 2025 Q1 2025 |
20,826
shares
|
$1.22 Million
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Gabelli Funds LLC
Rye, NY |
May 14, 2025 Q1 2025 |
20,650
shares
|
$1.21 Million
0.01% of portfolio
|
Q4 2024
Reduced 14.14%
|
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
20,602
shares
|
$1.2 Million
0.01% of portfolio
|
Q1 2025
Added 5.54%
|
|
|
Maryland State Retirement & Pension System
|
May 09, 2025 Q1 2025 |
20,588
shares
|
$1.2 Million
0.03% of portfolio
|
Q1 2025
Reduced 13.39%
|
|
|
Entropy Technologies, LP
New York, NY |
May 12, 2025 Q1 2025 |
20,505
shares
|
$1.2 Million
0.12% of portfolio
|
Q1 2025
Added 267.8%
|
|
|
Greenwood Capital Associates LLC
Greenwood, SC |
Apr 15, 2025 Q1 2025 |
20,462
shares
|
$1.19 Million
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Strs Ohio
|
May 28, 2025 Q1 2025 |
20,400
shares
|
$1.19 Million
0.01% of portfolio
|
Q4 2024
Reduced 22.55%
|
|
|
Arizona State Retirement System
|
May 01, 2025 Q1 2025 |
20,248
shares
|
$1.18 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.84%
|