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 71.1 Million shares, which have been reported (via 13F filing form) to have a value of $4.24 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bessemer Group Inc
Woodbridge, NJ |
Feb 13, 2025 Q4 2024 |
211
shares
|
$12,219
0.0% of portfolio
|
Q4 2024
Added 68.8%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
203
shares
|
$11,755
0.0% of portfolio
|
Q4 2024
Reduced 87.29%
|
|
|
Capital Advisors, Ltd. LLC
|
Feb 04, 2025 Q4 2024 |
200
shares
|
$11,582
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
198
shares
|
$11,466
0.0% of portfolio
|
Q2 2024
Reduced 28.26%
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
190
shares
|
$11,002
0.0% of portfolio
|
Q4 2024
Added 54.47%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
185
shares
|
$10,713
0.0% of portfolio
|
Q4 2024
Added 19.35%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Feb 05, 2025 Q4 2024 |
177
shares
|
$10,250
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jan 27, 2025 Q4 2024 |
147
shares
|
$8,512
0.0% of portfolio
|
Q2 2024
Added 126.15%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
135
shares
|
$7,817
0.0% of portfolio
|
Q2 2019
New holding
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
134
shares
|
$7,759
0.0% of portfolio
|
Q2 2022
Reduced 2.9%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
128
shares
|
$7,412
0.0% of portfolio
|
Q3 2024
Reduced 2.29%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jan 13, 2025 Q4 2024 |
105
shares
|
$6,080
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Feb 04, 2025 Q4 2024 |
90
shares
|
$5,211
0.0% of portfolio
|
Q4 2024
Added 12.5%
|
|
|
Exchange Traded Concepts, LLC
|
Jan 21, 2025 Q4 2024 |
81
shares
|
$4,690
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
78
shares
|
$4,516
0.0% of portfolio
|
Q4 2024
Added 95.0%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
76
shares
|
$4,401
0.0% of portfolio
|
Q1 2024
Reduced 57.78%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Feb 13, 2025 Q4 2024 |
73
shares
|
$4,227
0.0% of portfolio
|
Q4 2024
Added 2.82%
|
|
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
Feb 12, 2025 Q4 2024 |
72
shares
|
$4,169
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Feb 07, 2025 Q4 2024 |
59
shares
|
$3,416
0.0% of portfolio
|
Q3 2023
Reduced 19.18%
|
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
59
shares
|
$3,416
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Nbt Bank N A
|
Feb 07, 2025 Q4 2024 |
58
shares
|
$3,358
0.0% of portfolio
|
Q3 2024
Added 1.75%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
56
shares
|
$3,242
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Human Investing LLC
|
Jan 31, 2025 Q4 2024 |
54
shares
|
$3,127
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
51
shares
|
$2,953
0.0% of portfolio
|
Q4 2023
Reduced 66.88%
|
|
|
Farmers & Merchants Investments Inc
|
Jan 28, 2025 Q4 2024 |
45
shares
|
$2,605
0.0% of portfolio
|
Q3 2023
New holding
|