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 |
|---|---|---|---|---|---|
|
Venturi Wealth Management, LLC
Austin, TX |
Oct 23, 2025 Q3 2025 |
3,305
shares
|
$209,371
0.01% of portfolio
|
Q2 2025
Reduced 8.85%
|
|
|
Qsemble Capital Management, LP
New York, NY |
Nov 13, 2025 Q3 2025 |
3,292
shares
|
$208,548
0.02% of portfolio
|
Q3 2025
Reduced 17.47%
|
|
|
Simon Quick Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
3,282
shares
|
$207,914
0.01% of portfolio
|
Q2 2025
Reduced 12.5%
|
|
|
Phar Vision Advisers, LLC
Boca Raton, FL |
Nov 14, 2025 Q3 2025 |
3,158
shares
|
$200,059
0.13% of portfolio
|
Q3 2025
New holding
|
|
|
Hsbc Holdings PLC
London, X0 |
Nov 13, 2025 Q3 2025 |
3,075
shares
|
$194,801
0.0% of portfolio
|
Q3 2025
Reduced 69.49%
|
|
|
Evoke Wealth, LLC
|
Nov 14, 2025 Q3 2025 |
3,020
shares
|
$191,317
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Nov 07, 2025 Q3 2025 |
3,012
shares
|
$190,810
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Nov 05, 2025 Q3 2025 |
2,990
shares
|
$189,416
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Sage Rhino Capital LLC
|
Oct 31, 2025 Q3 2025 |
2,990
shares
|
$189,416
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Covestor LTD
Boston, MA |
Oct 30, 2025 Q3 2025 |
2,973
shares
|
$188,339
0.12% of portfolio
|
Q3 2025
Reduced 5.62%
|
|
|
Parkside Financial Bank & Trust
|
Oct 30, 2025 Q3 2025 |
2,946
shares
|
$186,629
0.02% of portfolio
|
Q2 2025
Added 5355.56%
|
|
|
Dgs Capital Management, LLC
|
Jan 21, 2025 Q4 2024 |
2,945
shares
|
$186,565
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2025 Q3 2025 |
2,903
shares
|
$183,905
0.01% of portfolio
|
Q3 2025
Reduced 54.41%
|
|
|
Vise Technologies, Inc.
New York, NY |
Nov 13, 2025 Q3 2025 |
2,896
shares
|
$183,461
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Nov 12, 2025 Q3 2025 |
2,275
shares
|
$144,121
0.0% of portfolio
|
Q2 2025
Reduced 2.36%
|
|
|
Kbc Group Nv
|
Aug 08, 2025 Q2 2025 |
2,015
shares
|
$127,650
0.0% of portfolio
|
Q2 2025
Reduced 33.61%
|
|
|
Vestcor Inc
Fredericton, A3 |
Nov 13, 2025 Q3 2025 |
1,937
shares
|
$122,708
0.0% of portfolio
|
Q3 2025
Reduced 61.31%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
1,865
shares
|
$118,147
0.01% of portfolio
|
Q3 2025
Added 16.42%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 31, 2025 Q3 2025 |
1,849
shares
|
$117,134
0.0% of portfolio
|
Q3 2025
Added 68.24%
|
|
|
New Age Alpha Advisors, LLC
Rye, NY |
Nov 12, 2025 Q3 2025 |
1,803
shares
|
$114,220
0.01% of portfolio
|
Q3 2025
Reduced 2.01%
|
|
|
Atlantic Union Bankshares Corp
|
Nov 04, 2025 Q3 2025 |
1,683
shares
|
$106,618
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
1,624
shares
|
$102,880
0.0% of portfolio
|
Q3 2025
Added 14.85%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Nov 04, 2025 Q3 2025 |
1,602
shares
|
$101,486
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 02, 2025 Q3 2025 |
1,510
shares
|
$95,658
0.01% of portfolio
|
Q3 2025
Added 25.0%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
1,465
shares
|
$92,807
0.0% of portfolio
|
Q2 2024
Added 75.24%
|
|