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 |
|---|---|---|---|---|---|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
1,283
shares
|
$81,278
0.0% of portfolio
|
Q2 2025
Reduced 5.38%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
1,251
shares
|
$79,250
0.01% of portfolio
|
Q3 2022
Added 74.48%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
1,160
shares
|
$73,486
0.0% of portfolio
|
Q3 2025
Added 0.61%
|
|
|
Public Employees Retirement System Of Ohio
Columbus, OH |
Nov 14, 2025 Q3 2025 |
1,113
shares
|
$70,508
0.0% of portfolio
|
Q3 2025
Added 3.63%
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Nov 13, 2025 Q3 2025 |
1,062
shares
|
$67,277
0.04% of portfolio
|
Q3 2025
Added 6.73%
|
|
|
Limestone Investment Advisors LP
New York, NY |
Nov 13, 2025 Q3 2025 |
1,000
shares
|
$63,350
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
959
shares
|
$60,752
0.0% of portfolio
|
Q2 2025
Reduced 4.0%
|
|
|
Versant Capital Management, Inc
|
Oct 27, 2025 Q3 2025 |
949
shares
|
$60,119
0.01% of portfolio
|
Q2 2025
Added 19.22%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
902
shares
|
$57,141
0.0% of portfolio
|
Q3 2025
Added 355.56%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
851
shares
|
$53,910
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Simplex Trading, LLC
|
Nov 12, 2025 Q3 2025 |
808
shares
|
$51,186
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
801
shares
|
$50,743
0.0% of portfolio
|
Q3 2025
Reduced 22.16%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
800
shares
|
$50,680
0.0% of portfolio
|
Q2 2020
Added 18.67%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
708
shares
|
$44,851
0.0% of portfolio
|
Q3 2025
Added 18.59%
|
|
|
Salomon & Ludwin, LLC
|
Oct 20, 2025 Q3 2025 |
679
shares
|
$43,014
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Hm Payson & CO
Portland, ME |
Oct 17, 2025 Q3 2025 |
679
shares
|
$43,014
0.0% of portfolio
|
Q2 2025
Reduced 5.45%
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
Nov 12, 2025 Q3 2025 |
630
shares
|
$39,910
0.0% of portfolio
|
Q3 2025
Added 65.79%
|
|
|
Umb Bank, N.A.
|
Nov 04, 2025 Q3 2025 |
622
shares
|
$39,403
0.0% of portfolio
|
Q3 2025
Added 11.27%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
599
shares
|
$37,946
0.0% of portfolio
|
Q3 2025
Added 43.99%
|
|
|
Massmutual Trust CO Fsb
|
Oct 22, 2025 Q3 2025 |
576
shares
|
$36,489
0.0% of portfolio
|
Q3 2025
Added 6.67%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
574
shares
|
$36,362
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Bnp Paribas Asset Management Holding S.A.
|
Nov 07, 2025 Q3 2025 |
568
shares
|
$35,982
0.0% of portfolio
|
Q3 2025
Added 10.72%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
548
shares
|
$34,715
0.0% of portfolio
|
Q3 2025
Added 489.25%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
544
shares
|
$34,462
0.0% of portfolio
|
Q3 2025
Added 102.99%
|
|
|
Quarry LP
New York, NY |
Nov 14, 2025 Q3 2025 |
516
shares
|
$32,688
0.01% of portfolio
|
Q3 2025
Added 1811.11%
|
|