Institutional Ownership Moelis & CO (MC)
This table provides information about the institutional ownership of Moelis & CO (MC). We have compiled data on the 437 institutions that hold shares in the stock, with a total of 76.4 Million shares, which have been reported (via 13F filing form) to have a value of $4.84 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Vanguard Group Inc
Valley Forge, PA |
Nov 07, 2025 Q3 2025 |
8,732,435
shares
|
$553 Million
0.01% of portfolio
|
Q3 2025
Reduced 1.32%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
8,149,615
shares
|
$516 Million
0.01% of portfolio
|
Q2 2024
Added 2.15%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Nov 13, 2025 Q3 2025 |
6,457,415
shares
|
$409 Million
1.18% of portfolio
|
Q3 2025
Reduced 4.59%
|
|
|
Wasatch Advisors Inc
Salt Lake City, UT |
Nov 14, 2025 Q3 2025 |
3,304,180
shares
|
$209 Million
1.32% of portfolio
|
Q3 2025
Added 16.12%
|
|
|
London CO Of Virginia
Richmond, VA |
Nov 14, 2025 Q3 2025 |
3,265,878
shares
|
$207 Million
1.36% of portfolio
|
Q3 2025
Reduced 4.42%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Nov 10, 2025 Q3 2025 |
3,127,782
shares
|
$198 Million
0.04% of portfolio
|
Q3 2025
Added 1.55%
|
|
|
State Street Corp
Boston, MA |
Nov 14, 2025 Q3 2025 |
2,886,158
shares
|
$183 Million
0.01% of portfolio
|
Q3 2025
Added 0.83%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
2,271,903
shares
|
$144 Million
0.04% of portfolio
|
Q3 2025
Reduced 5.19%
|
|
|
Geode Capital Management, LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
2,084,422
shares
|
$132 Million
0.01% of portfolio
|
Q3 2025
Added 1.54%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
1,787,107
shares
|
$113 Million
0.02% of portfolio
|
Q3 2025
Reduced 6.6%
|
|
|
Timucuan Asset Management Inc
Jacksonville, FL |
Nov 13, 2025 Q3 2025 |
1,421,715
shares
|
$90.1 Million
3.19% of portfolio
|
Q3 2025
Reduced 0.2%
|
|
|
Madison Asset Management, LLC
Madison, WI |
Nov 06, 2025 Q3 2025 |
1,284,261
shares
|
$81.4 Million
1.14% of portfolio
|
Q3 2025
Reduced 0.85%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
1,256,324
shares
|
$79.6 Million
0.11% of portfolio
|
Q3 2025
Added 18.49%
|
|
|
Madison Investment Advisors, LLC
Madison, WI |
Feb 10, 2025 Q4 2024 |
1,164,887
shares
|
$73.8 Million
0.97% of portfolio
|
Q4 2024
New holding
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
Nov 12, 2025 Q3 2025 |
1,111,459
shares
|
$70.4 Million
0.02% of portfolio
|
Q3 2025
Added 6.81%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
962,778
shares
|
$61 Million
0.0% of portfolio
|
Q3 2025
Reduced 24.35%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
924,514
shares
|
$58.6 Million
0.01% of portfolio
|
Q3 2025
Reduced 1.63%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Nov 12, 2025 Q3 2025 |
918,876
shares
|
$58.2 Million
0.1% of portfolio
|
Q3 2025
Added 17.29%
|
|
|
Jennison Associates LLC
|
Oct 30, 2025 Q3 2025 |
898,056
shares
|
$56.9 Million
0.04% of portfolio
|
Q3 2025
Added 33.75%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 14, 2025 Q3 2025 |
862,180
shares
|
$54.6 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.37%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
837,248
shares
|
$53 Million
0.0% of portfolio
|
Q3 2025
Added 16.7%
|
|
|
Tributary Capital Management, LLC
|
Oct 23, 2025 Q3 2025 |
793,600
shares
|
$50.3 Million
2.69% of portfolio
|
Q3 2025
Added 91.25%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
772,399
shares
|
$48.9 Million
0.0% of portfolio
|
Q3 2025
Added 22.55%
|
|
|
Heard Capital LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
756,540
shares
|
$47.9 Million
2.92% of portfolio
|
Q3 2025
Reduced 17.79%
|
|
|
Price T Rowe Associates Inc
Baltimore, MD |
Nov 14, 2025 Q3 2025 |
751,452
shares
|
$47.6 Million
0.01% of portfolio
|
Q3 2025
Added 1215.29%
|
|