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 |
|---|---|---|---|---|---|
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
Nov 05, 2025 Q3 2025 |
503
shares
|
$31,865
0.0% of portfolio
|
Q2 2025
Reduced 76.38%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
472
shares
|
$29,901
0.0% of portfolio
|
Q3 2025
Added 41.32%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
419
shares
|
$26,543
0.0% of portfolio
|
Q3 2025
Added 153.94%
|
|
|
Crewe Advisors LLC
|
Nov 13, 2025 Q3 2025 |
415
shares
|
$26,290
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 05, 2025 Q3 2025 |
389
shares
|
$24,643
0.0% of portfolio
|
Q3 2025
Added 89.76%
|
|
|
City State Bank
Norwalk, IA |
Oct 16, 2025 Q3 2025 |
350
shares
|
$22,172
0.01% of portfolio
|
Q1 2024
Reduced 36.36%
|
|
|
Fifth Third Bancorp
|
Nov 07, 2025 Q3 2025 |
341
shares
|
$21,602
0.0% of portfolio
|
Q3 2025
Added 0.29%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 10, 2025 Q3 2025 |
326
shares
|
$20,652
0.0% of portfolio
|
Q3 2025
Added 0.62%
|
|
|
Ci Investments Inc.
Toronto, A6 |
Nov 12, 2025 Q3 2025 |
324
shares
|
$20,525
0.0% of portfolio
|
Q3 2025
Reduced 53.91%
|
|
|
Cullen/Frost Bankers, Inc.
|
Oct 31, 2025 Q3 2025 |
317
shares
|
$20,081
0.0% of portfolio
|
Q3 2025
Added 673.17%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 03, 2025 Q3 2025 |
295
shares
|
$18,688
0.0% of portfolio
|
Q3 2025
Added 186.41%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
273
shares
|
$17,294
0.0% of portfolio
|
Q4 2023
Reduced 2.5%
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
261
shares
|
$16,534
0.0% of portfolio
|
Q3 2025
Added 12.02%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2025 Q3 2025 |
257
shares
|
$16,280
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
255
shares
|
$16,154
0.0% of portfolio
|
Q4 2018
Reduced 0.87%
|
|
|
Hantz Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
253
shares
|
$16,027
0.0% of portfolio
|
Q3 2025
Added 181.11%
|
|
|
Trust CO Of Vermont
|
Oct 14, 2025 Q3 2025 |
250
shares
|
$15,837
0.0% of portfolio
|
Q1 2025
Reduced 32.61%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
Oct 29, 2025 Q3 2025 |
229
shares
|
$14,507
0.01% of portfolio
|
Q3 2025
Added 40.49%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Nov 04, 2025 Q3 2025 |
225
shares
|
$14,253
0.0% of portfolio
|
Q3 2025
Added 1.81%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
215
shares
|
$13,620
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
United Community Bank
Greenville, SC |
Nov 04, 2025 Q3 2025 |
205
shares
|
$12,986
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 16, 2025 Q3 2025 |
200
shares
|
$12,670
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Rise Advisors, LLC
|
Oct 08, 2025 Q3 2025 |
182
shares
|
$11,529
0.0% of portfolio
|
Q3 2025
Added 0.55%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
180
shares
|
$11,403
0.0% of portfolio
|
Q2 2025
Added 140.0%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 17, 2025 Q3 2025 |
147
shares
|
$9,312
0.0% of portfolio
|
Q2 2024
Added 126.15%
|
|