Institutional Ownership Moelis & CO (MC)
This table provides information about the institutional ownership of Moelis & CO (MC). We have compiled data on the 358 institutions that hold shares in the stock, with a total of 69.9 Million shares, which have been reported (via 13F filing form) to have a value of $5.16 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
8,149,615
shares
|
$605 Million
0.01% of portfolio
|
Q2 2024
Added 2.15%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Nov 13, 2024 Q3 2024 |
8,047,549
shares
|
$598 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.3%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
7,233,837
shares
|
$537 Million
1.13% of portfolio
|
Q3 2024
Added 0.61%
|
|
|
London CO Of Virginia
Richmond, VA |
Nov 14, 2024 Q3 2024 |
3,692,882
shares
|
$274 Million
1.36% of portfolio
|
Q3 2024
Added 1.94%
|
|
|
Wasatch Advisors Inc
Salt Lake City, UT |
Nov 14, 2024 Q3 2024 |
2,848,073
shares
|
$212 Million
0.97% of portfolio
|
Q3 2024
Reduced 20.49%
|
|
|
State Street Corp
Boston, MA |
Nov 14, 2024 Q3 2024 |
2,733,951
shares
|
$203 Million
0.01% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Timucuan Asset Management Inc
Jacksonville, FL |
Nov 13, 2024 Q3 2024 |
2,583,495
shares
|
$192 Million
5.45% of portfolio
|
Q3 2024
Reduced 15.06%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
2,242,708
shares
|
$167 Million
0.04% of portfolio
|
Q3 2024
Added 28.03%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
1,960,578
shares
|
$146 Million
0.02% of portfolio
|
Q3 2024
Reduced 24.47%
|
|
|
Heard Capital LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
1,798,360
shares
|
$134 Million
6.91% of portfolio
|
Q3 2024
Reduced 16.38%
|
|
|
Geode Capital Management, LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
1,590,316
shares
|
$118 Million
0.01% of portfolio
|
Q3 2024
Added 0.68%
|
|
|
Madison Asset Management, LLC
Madison, WI |
Nov 12, 2024 Q3 2024 |
1,559,321
shares
|
$116 Million
1.33% of portfolio
|
Q3 2024
Reduced 11.94%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
1,206,118
shares
|
$89.6 Million
0.01% of portfolio
|
Q3 2024
Reduced 17.52%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
1,106,178
shares
|
$82.2 Million
0.02% of portfolio
|
Q3 2024
Added 960.95%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
1,068,985
shares
|
$79.4 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.12%
|
|
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
Dec 13, 2024 Q3 2024 |
974,140
shares
|
$72.4 Million
0.21% of portfolio
|
Q3 2024
Reduced 12.98%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
922,920
shares
|
$68.6 Million
0.01% of portfolio
|
Q3 2024
Added 1.86%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
896,235
shares
|
$66.6 Million
0.09% of portfolio
|
Q3 2024
Reduced 13.44%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 13, 2024 Q3 2024 |
823,389
shares
|
$61.2 Million
0.01% of portfolio
|
Q3 2024
Added 14.84%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Nov 06, 2024 Q3 2024 |
804,860
shares
|
$59.8 Million
0.11% of portfolio
|
Q3 2024
Added 13.66%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
775,075
shares
|
$57.6 Million
0.0% of portfolio
|
Q3 2024
Added 22.21%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
Nov 07, 2024 Q3 2024 |
731,104
shares
|
$54.3 Million
0.01% of portfolio
|
Q3 2024
Reduced 7.77%
|
|
|
Capital World Investors
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
719,000
shares
|
$53.4 Million
0.01% of portfolio
|
Q3 2017
New holding
|
|
|
Assenagon Asset Management S.A.
|
Oct 23, 2024 Q3 2024 |
715,472
shares
|
$53.1 Million
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
656,427
shares
|
$48.8 Million
0.01% of portfolio
|
Q3 2024
Added 10.92%
|