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 |
|---|---|---|---|---|---|
|
Wesbanco Bank Inc
|
Nov 06, 2025 Q3 2025 |
8,709
shares
|
$551,715
0.02% of portfolio
|
Q4 2024
Reduced 11.21%
|
|
|
Trust Point Inc.
La Crosse, WI |
Oct 10, 2025 Q3 2025 |
8,667
shares
|
$549,054
0.05% of portfolio
|
Q3 2025
Added 25.9%
|
|
|
Mutual Of America Capital Management LLC
New York, NY |
Oct 31, 2025 Q3 2025 |
8,309
shares
|
$526,375
0.01% of portfolio
|
Q3 2025
Reduced 12.81%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
8,086
shares
|
$512,248
0.0% of portfolio
|
Q3 2025
Reduced 2.66%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
8,078
shares
|
$511,741
0.0% of portfolio
|
Q3 2025
Added 45.86%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
8,069
shares
|
$511,171
0.0% of portfolio
|
Q3 2025
Reduced 11.54%
|
|
|
Cibc Bancorp Usa Inc.
Chicago, IL |
Nov 12, 2025 Q3 2025 |
7,928
shares
|
$502,238
0.0% of portfolio
|
Q3 2025
Reduced 0.01%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
7,659
shares
|
$485,197
0.0% of portfolio
|
Q3 2025
Added 15.36%
|
|
|
Public Employees Retirement Association Of Colorado
Denver, CO |
Nov 13, 2025 Q3 2025 |
7,648
shares
|
$484,500
0.0% of portfolio
|
Q3 2023
Added 26.94%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
7,557
shares
|
$478,735
0.01% of portfolio
|
Q3 2023
Added 9.21%
|
|
|
Caxton Associates LLP
London, |
Nov 17, 2025 Q3 2025 |
7,481
shares
|
$473,921
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
7,329
shares
|
$464,292
0.01% of portfolio
|
Q3 2025
Added 0.84%
|
|
|
Sg Americas Securities, LLC
|
Oct 23, 2025 Q3 2025 |
7,307
shares
|
$462,898
0.0% of portfolio
|
Q3 2025
Added 188.02%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
7,304
shares
|
$462,708
0.0% of portfolio
|
Q3 2025
Reduced 0.14%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
7,241
shares
|
$458,717
0.01% of portfolio
|
Q3 2025
Reduced 6.05%
|
|
|
State Of Wisconsin Investment Board
Madison, WI |
Nov 14, 2025 Q3 2025 |
7,114
shares
|
$450,671
0.0% of portfolio
|
Q3 2025
Reduced 46.13%
|
|
|
Pictet Asset Management Sa
Geneva 73, V8 |
Aug 10, 2023 Q2 2023 |
6,893
shares
|
$436,671
0.0% of portfolio
|
Q1 2023
Reduced 14.19%
|
|
|
Pitcairn CO
Jenkintown, PA |
Nov 12, 2025 Q3 2025 |
6,888
shares
|
$436,354
0.04% of portfolio
|
Q3 2025
Reduced 16.71%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
6,766
shares
|
$428,626
0.0% of portfolio
|
Q4 2024
Reduced 4.11%
|
|
|
Keybank National Association
|
Nov 04, 2025 Q3 2025 |
6,686
shares
|
$423,558
0.0% of portfolio
|
Q3 2025
Added 0.13%
|
|
|
Fulton Bank, N.A.
|
Oct 21, 2025 Q3 2025 |
6,678
shares
|
$423,051
0.04% of portfolio
|
Q3 2025
Added 1.47%
|
|
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
Oct 21, 2025 Q3 2025 |
6,603
shares
|
$418,300
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Aviva PLC
|
Nov 13, 2025 Q3 2025 |
6,582
shares
|
$416,969
0.0% of portfolio
|
Q3 2025
Reduced 18.71%
|
|
|
O'Rourke & Company, Inc
Boston, MA |
Oct 22, 2025 Q3 2025 |
6,517
shares
|
$412,851
0.2% of portfolio
|
Q3 2025
Added 0.32%
|
|
|
Cipher Capital LP
New York, NY |
May 15, 2024 Q1 2024 |
6,294
shares
|
$398,724
0.17% of portfolio
|
Q1 2024
New holding
|
|