Institutional Ownership Moelis & CO (MC)
This table provides information about the institutional ownership of Moelis & CO (MC). We have compiled data on the 383 institutions that hold shares in the stock, with a total of 71 Million shares, which have been reported (via 13F filing form) to have a value of $4.11 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
9,744
shares
|
$564,275
0.01% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Pitcairn CO
Jenkintown, PA |
Feb 12, 2025 Q4 2024 |
9,687
shares
|
$560,974
0.04% of portfolio
|
Q4 2024
Added 2.73%
|
|
|
Argent Trust CO
Nashville, TN |
Feb 13, 2025 Q4 2024 |
9,589
shares
|
$555,298
0.03% of portfolio
|
Q4 2024
Added 29.23%
|
|
|
Peak6 Investments LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
9,094
shares
|
$526,633
0.0% of portfolio
|
Q3 2024
Added 570.65%
|
|
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
8,969
shares
|
$519,394
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
8,752
shares
|
$506,828
0.0% of portfolio
|
Q4 2024
Added 13.88%
|
|
|
Wesbanco Bank Inc
|
Jan 17, 2025 Q4 2024 |
8,709
shares
|
$504,338
0.02% of portfolio
|
Q4 2024
Reduced 11.21%
|
|
|
Curated Wealth Partners LLC
|
Jan 21, 2025 Q4 2024 |
8,602
shares
|
$498,141
0.07% of portfolio
|
Q4 2024
Reduced 0.13%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
8,424
shares
|
$487,833
0.01% of portfolio
|
Q4 2024
Reduced 2.5%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
8,404
shares
|
$486,675
0.0% of portfolio
|
Q4 2024
Added 0.37%
|
|
|
Peak Financial Advisors LLC
|
Jan 14, 2025 Q4 2024 |
8,363
shares
|
$484,301
0.4% of portfolio
|
Q4 2024
Reduced 1.58%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
8,173
shares
|
$473,298
0.0% of portfolio
|
Q4 2024
Added 0.75%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
7,966
shares
|
$461,311
0.0% of portfolio
|
Q4 2024
Added 45.95%
|
|
|
Public Employees Retirement Association Of Colorado
Denver, CO |
Feb 14, 2025 Q4 2024 |
7,648
shares
|
$442,895
0.0% of portfolio
|
Q3 2023
Added 26.94%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
7,557
shares
|
$437,625
0.01% of portfolio
|
Q3 2023
Added 9.21%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Feb 13, 2025 Q4 2024 |
7,394
shares
|
$428,186
0.02% of portfolio
|
Q4 2024
Added 3.27%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
7,334
shares
|
$424,711
0.0% of portfolio
|
Q4 2024
Reduced 91.74%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Feb 10, 2025 Q4 2024 |
6,979
shares
|
$404,153
0.01% of portfolio
|
Q4 2024
Added 0.5%
|
|
|
Pictet Asset Management Sa
Geneva 73, V8 |
Aug 10, 2023 Q2 2023 |
6,893
shares
|
$399,173
0.0% of portfolio
|
Q1 2023
Reduced 14.19%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Feb 12, 2025 Q4 2024 |
6,872
shares
|
$397,957
0.0% of portfolio
|
Q4 2024
Added 75.62%
|
|
|
Dark Forest Capital Management LP
Weston, CT |
Feb 14, 2025 Q4 2024 |
6,871
shares
|
$397,899
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
6,828
shares
|
$395,409
0.0% of portfolio
|
Q4 2024
Reduced 11.08%
|
|
|
O'Rourke & Company, Inc
Boston, MA |
Feb 13, 2025 Q4 2024 |
6,812
shares
|
$394,482
0.25% of portfolio
|
Q4 2024
Added 4.98%
|
|
|
Everence Capital Management Inc
|
Jan 03, 2025 Q4 2024 |
6,780
shares
|
$392,629
0.03% of portfolio
|
Q4 2024
Reduced 28.18%
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
6,766
shares
|
$391,819
0.0% of portfolio
|
Q4 2024
Reduced 4.11%
|