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 |
|---|---|---|---|---|---|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
14,482
shares
|
$845,314
0.01% of portfolio
|
Q1 2025
Added 4.18%
|
|
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
May 09, 2025 Q1 2025 |
14,415
shares
|
$841,403
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
State Of Wisconsin Investment Board
Madison, WI |
May 15, 2025 Q1 2025 |
14,182
shares
|
$827,803
0.0% of portfolio
|
Q1 2025
Added 33.11%
|
|
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
Nov 21, 2024 Q3 2024 |
14,166
shares
|
$826,869
0.16% of portfolio
|
Q3 2024
Added 2.16%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
14,090
shares
|
$822,433
0.01% of portfolio
|
Q1 2025
Added 44.6%
|
|
|
Klp Kapitalforvaltning As
Oslo, Q8 |
May 06, 2025 Q1 2025 |
13,900
shares
|
$811,343
0.0% of portfolio
|
Q1 2025
Reduced 5.44%
|
|
|
Scientech Research LLC
Jersey City, NJ |
May 15, 2025 Q1 2025 |
13,875
shares
|
$809,883
0.21% of portfolio
|
Q1 2025
New holding
|
|
|
Xtx Topco LTD
London, X0 |
May 07, 2025 Q1 2025 |
13,078
shares
|
$763,362
0.04% of portfolio
|
Q1 2025
Added 241.11%
|
|
|
Argent Trust CO
Nashville, TN |
May 09, 2025 Q1 2025 |
12,997
shares
|
$758,634
0.03% of portfolio
|
Q1 2025
Added 35.54%
|
|
|
First Hawaiian Bank
|
Apr 03, 2025 Q1 2025 |
12,628
shares
|
$737,096
0.03% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Elo Mutual Pension Insurance CO
|
May 15, 2025 Q1 2025 |
12,430
shares
|
$725,539
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Impact Capital Partners LLC
Greenwood Village, CO |
Apr 11, 2025 Q1 2025 |
12,257
shares
|
$715,441
0.26% of portfolio
|
Q1 2025
Added 10.45%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
12,139
shares
|
$708,553
0.01% of portfolio
|
Q4 2024
Reduced 0.61%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
12,051
shares
|
$703,416
0.0% of portfolio
|
Q1 2025
Added 166.03%
|
|
|
Quantum Private Wealth, LLC
Lake Forest, IL |
May 13, 2025 Q1 2025 |
11,752
shares
|
$685,964
0.27% of portfolio
|
Q4 2023
Reduced 0.11%
|
|
|
Squarepoint Ops LLC
New York, NY |
May 15, 2025 Q1 2025 |
11,623
shares
|
$678,434
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Banque Pictet & Cie Sa
|
Apr 30, 2025 Q1 2025 |
11,524
shares
|
$672,655
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Trust Point Inc.
La Crosse, WI |
Apr 17, 2025 Q1 2025 |
11,519
shares
|
$672,364
0.06% of portfolio
|
Q1 2025
Reduced 35.29%
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
11,347
shares
|
$662,324
0.0% of portfolio
|
Q1 2025
Added 29.65%
|
|
|
Gsa Capital Partners LLP
London, X0 |
May 08, 2025 Q1 2025 |
11,278
shares
|
$658,296
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
11,112
shares
|
$648,607
0.0% of portfolio
|
Q1 2025
Added 510.21%
|
|
|
Virtus ETF Advisers LLC
New York, NY |
May 14, 2025 Q1 2025 |
10,900
shares
|
$636,233
0.9% of portfolio
|
Q1 2025
New holding
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
10,847
shares
|
$633,139
0.0% of portfolio
|
Q1 2025
Added 3.93%
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
10,703
shares
|
$624,734
0.14% of portfolio
|
Q3 2023
Added 0.91%
|
|
|
Pictet Asset Management Holding Sa
Carouge, V8 |
May 05, 2025 Q1 2025 |
10,384
shares
|
$606,114
0.0% of portfolio
|
Q1 2025
Added 4.86%
|