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 |
|---|---|---|---|---|---|
|
Pro Share Advisors LLC
|
Aug 07, 2025 Q2 2025 |
16,595
shares
|
$1.2 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.28%
|
|
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
Aug 15, 2025 Q2 2025 |
16,232
shares
|
$1.17 Million
0.15% of portfolio
|
Q2 2025
Added 4.91%
|
|
|
Handelsbanken Fonder Ab
|
Apr 15, 2025 Q1 2025 |
15,951
shares
|
$1.15 Million
0.0% of portfolio
|
Q4 2024
Added 35.74%
|
|
|
Xtx Topco LTD
London, X0 |
Aug 12, 2025 Q2 2025 |
15,751
shares
|
$1.14 Million
0.04% of portfolio
|
Q2 2025
Added 20.44%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
15,680
shares
|
$1.13 Million
0.01% of portfolio
|
Q2 2025
Added 8.27%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
15,579
shares
|
$1.12 Million
0.0% of portfolio
|
Q2 2025
Added 57.87%
|
|
|
New England Research & Management, Inc.
|
Jul 09, 2025 Q2 2025 |
15,375
shares
|
$1.11 Million
0.46% of portfolio
|
Q2 2025
Added 1.65%
|
|
|
Harbor Advisors LLC
|
Aug 13, 2025 Q2 2025 |
14,800
shares
|
$1.07 Million
0.16% of portfolio
|
Q3 2018
Added 25.42%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
14,731
shares
|
$1.06 Million
0.0% of portfolio
|
Q3 2022
Added 1.68%
|
|
|
Klp Kapitalforvaltning As
Oslo, Q8 |
Jul 23, 2025 Q2 2025 |
14,700
shares
|
$1.06 Million
0.0% of portfolio
|
Q2 2025
Added 5.76%
|
|
|
Verition Fund Management LLC
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
14,526
shares
|
$1.05 Million
0.0% of portfolio
|
Q2 2025
Reduced 46.43%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
14,403
shares
|
$1.04 Million
0.01% of portfolio
|
Q2 2025
Added 2.22%
|
|
|
Quantbot Technologies LP
New York, NY |
Aug 13, 2025 Q2 2025 |
13,789
shares
|
$994,324
0.02% of portfolio
|
Q2 2025
Reduced 55.27%
|
|
|
Argent Trust CO
Nashville, TN |
Aug 12, 2025 Q2 2025 |
13,563
shares
|
$978,027
0.03% of portfolio
|
Q2 2025
Added 4.35%
|
|
|
State Of Wisconsin Investment Board
Madison, WI |
Aug 14, 2025 Q2 2025 |
13,207
shares
|
$952,356
0.0% of portfolio
|
Q2 2025
Reduced 6.87%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
12,491
shares
|
$900,726
0.0% of portfolio
|
Q2 2025
Added 12.41%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Jul 25, 2025 Q2 2025 |
12,274
shares
|
$885,078
0.01% of portfolio
|
Q2 2025
Added 32.62%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
12,139
shares
|
$875,343
0.01% of portfolio
|
Q4 2024
Reduced 0.61%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
12,088
shares
|
$871,665
0.0% of portfolio
|
Q2 2025
Added 6.53%
|
|
|
Impact Capital Partners LLC
Greenwood Village, CO |
Jul 18, 2025 Q2 2025 |
11,853
shares
|
$854,719
0.24% of portfolio
|
Q2 2025
Reduced 3.3%
|
|
|
Invst, LLC
Indianapolis, IN |
Jun 02, 2025 Q1 2025 |
11,792
shares
|
$850,321
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Quantum Private Wealth, LLC
Lake Forest, IL |
Aug 12, 2025 Q2 2025 |
11,752
shares
|
$847,436
0.25% of portfolio
|
Q4 2023
Reduced 0.11%
|
|
|
Sierra Summit Advisors LLC
Incline Village, NV |
Aug 12, 2025 Q2 2025 |
11,561
shares
|
$833,663
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
11,302
shares
|
$814,987
0.02% of portfolio
|
Q2 2025
Added 13682.93%
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
10,703
shares
|
$771,793
0.14% of portfolio
|
Q3 2023
Added 0.91%
|