Institutional Ownership Moelis & CO (MC)
This table provides information about the institutional ownership of Moelis & CO (MC). We have compiled data on the 383 institutions that hold shares in the stock, with a total of 71 Million shares, which have been reported (via 13F filing form) to have a value of $4.11 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
851
shares
|
$49,281
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Quest Partners LLC
New York, NY |
Feb 07, 2025 Q4 2024 |
829
shares
|
$48,007
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
822
shares
|
$47,602
0.0% of portfolio
|
Q4 2024
Added 148.34%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
800
shares
|
$46,328
0.0% of portfolio
|
Q2 2020
Added 18.67%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
800
shares
|
$46,328
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Jan 13, 2025 Q4 2024 |
770
shares
|
$44,590
0.04% of portfolio
|
Q3 2023
Reduced 1.66%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Feb 14, 2025 Q4 2024 |
741
shares
|
$42,911
0.01% of portfolio
|
Q4 2024
Reduced 4.63%
|
|
|
Massmutual Trust CO Fsb
|
Apr 01, 2025 Q1 2025 |
644
shares
|
$37,294
0.0% of portfolio
|
Q1 2025
Added 1551.28%
|
|
|
R Squared LTD
Central, K3 |
Jan 22, 2025 Q4 2024 |
630
shares
|
$36,483
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
582
shares
|
$33,703
0.0% of portfolio
|
Q4 2024
Reduced 27.61%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
574
shares
|
$33,240
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Hexagon Capital Partners LLC
|
Feb 07, 2025 Q4 2024 |
509
shares
|
$29,476
0.01% of portfolio
|
Q4 2024
Reduced 29.89%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Feb 10, 2025 Q4 2024 |
505
shares
|
$29,244
0.0% of portfolio
|
Q4 2024
Reduced 16.25%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Feb 12, 2025 Q4 2024 |
485
shares
|
$28,086
0.0% of portfolio
|
Q4 2024
Added 7.78%
|
|
|
Umb Bank, N.A.
|
Jan 16, 2025 Q4 2024 |
482
shares
|
$27,912
0.0% of portfolio
|
Q3 2024
Reduced 3.02%
|
|
|
Headlands Technologies LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
419
shares
|
$24,264
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
398
shares
|
$23,048
0.0% of portfolio
|
Q4 2024
Added 52.49%
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
Feb 12, 2025 Q4 2024 |
380
shares
|
$22,005
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Trust CO Of Vermont
|
Jan 15, 2025 Q4 2024 |
371
shares
|
$21,484
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
City State Bank
Norwalk, IA |
Jan 13, 2025 Q4 2024 |
350
shares
|
$20,268
0.01% of portfolio
|
Q1 2024
Reduced 36.36%
|
|
|
Fifth Third Bancorp
|
Jan 21, 2025 Q4 2024 |
313
shares
|
$18,125
0.0% of portfolio
|
Q4 2024
Reduced 61.26%
|
|
|
Lindbrook Capital, LLC
|
Feb 06, 2025 Q4 2024 |
273
shares
|
$15,809
0.0% of portfolio
|
Q4 2023
Reduced 2.5%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
258
shares
|
$14,940
0.0% of portfolio
|
Q4 2024
Reduced 28.93%
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
255
shares
|
$14,767
0.0% of portfolio
|
Q4 2018
Reduced 0.87%
|
|
|
Rise Advisors, LLC
|
Jan 07, 2025 Q4 2024 |
231
shares
|
$13,377
0.01% of portfolio
|
Q4 2024
Added 0.87%
|