Institutional Ownership Moelis & CO (MC)
This table provides information about the institutional ownership of Moelis & CO (MC). We have compiled data on the 413 institutions that hold shares in the stock, with a total of 74.6 Million shares, which have been reported (via 13F filing form) to have a value of $3.99 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
May 01, 2025 Q1 2025 |
193
shares
|
$10,315
0.0% of portfolio
|
Q1 2025
Added 9.04%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Apr 16, 2025 Q1 2025 |
186
shares
|
$9,941
0.0% of portfolio
|
Q1 2025
Added 77.14%
|
|
|
Rise Advisors, LLC
|
May 15, 2025 Q1 2025 |
179
shares
|
$9,567
0.0% of portfolio
|
Q1 2025
Reduced 22.51%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
177
shares
|
$9,460
0.0% of portfolio
|
Q1 2025
Reduced 16.11%
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
May 15, 2025 Q1 2025 |
169
shares
|
$9,033
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Geneos Wealth Management Inc.
|
May 07, 2025 Q1 2025 |
164
shares
|
$8,765
0.0% of portfolio
|
Q1 2025
Added 110.26%
|
|
|
Covestor LTD
Boston, MA |
May 12, 2025 Q1 2025 |
156
shares
|
$8,338
0.01% of portfolio
|
Q1 2025
Added 5100.0%
|
|
|
Cullen/Frost Bankers, Inc.
|
May 02, 2025 Q1 2025 |
155
shares
|
$8,284
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
May 02, 2025 Q1 2025 |
147
shares
|
$7,857
0.0% of portfolio
|
Q2 2024
Added 126.15%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
135
shares
|
$7,215
0.0% of portfolio
|
Q2 2019
New holding
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
134
shares
|
$7,162
0.0% of portfolio
|
Q2 2022
Reduced 2.9%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
130
shares
|
$6,948
0.0% of portfolio
|
Q1 2025
Reduced 29.73%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
May 15, 2025 Q1 2025 |
125
shares
|
$6,681
0.01% of portfolio
|
Q1 2025
Reduced 6.02%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
105
shares
|
$5,612
0.0% of portfolio
|
Q1 2025
Added 16.67%
|
|
|
Hillsdale Investment Management Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
100
shares
|
$5,345
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
99
shares
|
$5,291
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
82
shares
|
$4,382
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
76
shares
|
$4,062
0.0% of portfolio
|
Q1 2024
Reduced 57.78%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
75
shares
|
$4,008
0.0% of portfolio
|
Q1 2025
Added 2.74%
|
|
|
Harbor Capital Advisors, Inc.
|
Apr 14, 2025 Q1 2025 |
75
shares
|
$4,008
0.0% of portfolio
|
Q1 2025
Reduced 99.6%
|
|
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
May 12, 2025 Q1 2025 |
72
shares
|
$3,848
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
70
shares
|
$3,741
0.0% of portfolio
|
Q1 2025
Added 125.81%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
May 01, 2025 Q1 2025 |
69
shares
|
$3,688
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
59
shares
|
$3,153
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Nbt Bank N A
|
Apr 17, 2025 Q1 2025 |
59
shares
|
$3,153
0.0% of portfolio
|
Q1 2025
Added 1.72%
|