Institutional Ownership Moelis & CO (MC)
This table provides information about the institutional ownership of Moelis & CO (MC). We have compiled data on the 413 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 |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Vanguard Group Inc
Valley Forge, PA |
Aug 11, 2025 Q2 2025 |
8,849,607
shares
|
$651 Million
0.01% of portfolio
|
Q2 2025
Added 6.55%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
8,149,615
shares
|
$600 Million
0.01% of portfolio
|
Q2 2024
Added 2.15%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
6,768,276
shares
|
$498 Million
1.06% of portfolio
|
Q2 2025
Reduced 2.2%
|
|
|
London CO Of Virginia
Richmond, VA |
Aug 14, 2025 Q2 2025 |
3,416,998
shares
|
$251 Million
1.27% of portfolio
|
Q2 2025
Reduced 3.56%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
3,080,123
shares
|
$227 Million
0.03% of portfolio
|
Q2 2025
Added 4.68%
|
|
|
State Street Corp
Boston, MA |
Aug 14, 2025 Q2 2025 |
2,862,337
shares
|
$211 Million
0.01% of portfolio
|
Q2 2025
Added 3.21%
|
|
|
Wasatch Advisors Inc
Salt Lake City, UT |
Aug 14, 2025 Q2 2025 |
2,845,605
shares
|
$209 Million
0.96% of portfolio
|
Q2 2025
Added 4.11%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
2,396,230
shares
|
$176 Million
0.04% of portfolio
|
Q2 2025
Added 6.01%
|
|
|
Geode Capital Management, LLC
Boston, MA |
Aug 08, 2025 Q2 2025 |
2,052,862
shares
|
$151 Million
0.01% of portfolio
|
Q2 2025
Added 26.04%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
1,913,291
shares
|
$141 Million
0.02% of portfolio
|
Q2 2025
Reduced 18.82%
|
|
|
Timucuan Asset Management Inc
Jacksonville, FL |
Aug 13, 2025 Q2 2025 |
1,424,527
shares
|
$105 Million
2.78% of portfolio
|
Q2 2025
Added 0.53%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
1,328,346
shares
|
$97.8 Million
0.02% of portfolio
|
Q2 2025
Added 20.51%
|
|
|
Madison Asset Management, LLC
Madison, WI |
Aug 11, 2025 Q2 2025 |
1,295,284
shares
|
$95.3 Million
0.99% of portfolio
|
Q2 2025
Added 2.46%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
1,272,645
shares
|
$93.7 Million
0.01% of portfolio
|
Q1 2025
Added 10.39%
|
|
|
Madison Investment Advisors, LLC
Madison, WI |
Feb 10, 2025 Q4 2024 |
1,164,887
shares
|
$85.7 Million
0.97% of portfolio
|
Q4 2024
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
1,060,294
shares
|
$78 Million
0.09% of portfolio
|
Q2 2025
Added 10.57%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
Aug 12, 2025 Q2 2025 |
1,040,595
shares
|
$76.6 Million
0.02% of portfolio
|
Q2 2025
Added 61.44%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
939,805
shares
|
$69.2 Million
0.01% of portfolio
|
Q2 2025
Reduced 2.09%
|
|
|
Heard Capital LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
920,240
shares
|
$67.7 Million
3.29% of portfolio
|
Q2 2025
Reduced 0.54%
|
|
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
Aug 14, 2025 Q2 2025 |
904,263
shares
|
$66.6 Million
0.18% of portfolio
|
Q2 2025
Added 40.21%
|
|
|
Northern Trust Corp
Chicago, IL |
Aug 13, 2025 Q2 2025 |
865,405
shares
|
$63.7 Million
0.01% of portfolio
|
Q2 2025
Added 0.75%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Aug 13, 2025 Q2 2025 |
783,426
shares
|
$57.7 Million
0.08% of portfolio
|
Q2 2025
Added 27.35%
|
|
|
Azora Capital LP
Miami, FL |
Aug 14, 2025 Q2 2025 |
750,358
shares
|
$55.2 Million
2.25% of portfolio
|
Q2 2025
New holding
|
|
|
Capital World Investors
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
719,000
shares
|
$52.9 Million
0.01% of portfolio
|
Q3 2017
New holding
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
717,461
shares
|
$52.8 Million
0.0% of portfolio
|
Q2 2025
Added 5.55%
|