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 |
|
Bell Investment Advisors, Inc
Oakland, CA |
Feb 07, 2025 Q4 2024 |
59
shares
|
$3,153
0.0% of portfolio
|
Q3 2023
Reduced 19.18%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
56
shares
|
$2,993
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
54
shares
|
$2,886
0.0% of portfolio
|
Q1 2025
Added 285.71%
|
|
|
Farmers & Merchants Investments Inc
|
Apr 16, 2025 Q1 2025 |
45
shares
|
$2,405
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Sound Income Strategies, LLC
|
Apr 17, 2025 Q1 2025 |
44
shares
|
$2,351
0.0% of portfolio
|
Q1 2021
Reduced 8.33%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
43
shares
|
$2,298
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bare Financial Services, Inc
Gap, PA |
May 12, 2025 Q1 2025 |
41
shares
|
$2,191
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Svb Wealth LLC
Boston, MA |
May 14, 2025 Q1 2025 |
40
shares
|
$2,138
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Apr 30, 2025 Q1 2025 |
40
shares
|
$2,138
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
37
shares
|
$1,977
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
29
shares
|
$1,550
0.0% of portfolio
|
Q4 2023
Reduced 23.68%
|
|
|
Westside Investment Management, Inc.
|
Apr 25, 2025 Q1 2025 |
29
shares
|
$1,550
0.0% of portfolio
|
Q3 2021
Reduced 96.96%
|
|
|
Crewe Advisors LLC
|
Apr 22, 2025 Q1 2025 |
26
shares
|
$1,389
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Apr 25, 2025 Q1 2025 |
26
shares
|
$1,389
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Stephens Consulting, LLC
Flint, MI |
Apr 17, 2025 Q1 2025 |
25
shares
|
$1,336
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
25
shares
|
$1,336
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Uma Financial Services, Inc.
|
Apr 28, 2025 Q1 2025 |
16
shares
|
$855
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
15
shares
|
$801
0.0% of portfolio
|
Q1 2025
Added 200.0%
|
|
|
Financial Management Professionals, Inc.
|
Apr 10, 2025 Q1 2025 |
14
shares
|
$748
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Amundi
Paris, I0 |
May 15, 2025 Q1 2025 |
12
shares
|
$641
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Simplex Trading, LLC
|
May 12, 2025 Q1 2025 |
11
shares
|
$587
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cva Family Office, LLC
|
Apr 16, 2025 Q1 2025 |
10
shares
|
$534
0.0% of portfolio
|
Q1 2025
Reduced 44.44%
|
|
|
Hantz Financial Services, Inc.
|
May 12, 2025 Q1 2025 |
8
shares
|
$427
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Apr 15, 2025 Q1 2025 |
7
shares
|
$374
0.0% of portfolio
|
Q2 2024
Reduced 30.0%
|
|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
7
shares
|
$374
0.0% of portfolio
|
Q1 2025
New holding
|