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 |
|---|---|---|---|---|---|
|
Bare Financial Services, Inc
Gap, PA |
Nov 10, 2025 Q3 2025 |
141
shares
|
$8,932
0.0% of portfolio
|
Q3 2025
Added 6.02%
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
Nov 10, 2025 Q3 2025 |
139
shares
|
$8,805
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Stone House Investment Management, LLC
|
Oct 27, 2025 Q3 2025 |
137
shares
|
$8,678
0.0% of portfolio
|
Q3 2025
Added 7.87%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
135
shares
|
$8,552
0.0% of portfolio
|
Q2 2019
New holding
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
134
shares
|
$8,488
0.0% of portfolio
|
Q2 2022
Reduced 2.9%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
131
shares
|
$8,298
0.0% of portfolio
|
Q3 2025
Added 13.91%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
120
shares
|
$7,602
0.0% of portfolio
|
Q3 2025
Reduced 17.24%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Oct 07, 2025 Q3 2025 |
105
shares
|
$6,651
0.0% of portfolio
|
Q2 2025
Reduced 43.55%
|
|
|
Hilltop National Bank
Casper, WY |
Oct 08, 2025 Q3 2025 |
100
shares
|
$6,335
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Harbor Capital Advisors, Inc.
|
Oct 15, 2025 Q3 2025 |
93
shares
|
$5,891
0.0% of portfolio
|
Q3 2025
Reduced 3.13%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
89
shares
|
$5,638
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
84
shares
|
$5,321
0.0% of portfolio
|
Q3 2025
Added 2.44%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
78
shares
|
$4,941
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
Nov 10, 2025 Q3 2025 |
72
shares
|
$4,561
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Nbt Bank N A
|
Oct 28, 2025 Q3 2025 |
71
shares
|
$4,497
0.0% of portfolio
|
Q3 2025
Added 20.34%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 21, 2025 Q3 2025 |
69
shares
|
$4,371
0.0% of portfolio
|
Q2 2025
Reduced 6.76%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Nov 03, 2025 Q3 2025 |
68
shares
|
$4,307
0.0% of portfolio
|
Q3 2025
Added 4.62%
|
|
|
Key F Inancial Inc
|
Nov 05, 2025 Q3 2025 |
59
shares
|
$3,737
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Group One Trading, L.P.
Chicago, IL |
Nov 12, 2025 Q3 2025 |
57
shares
|
$3,610
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
56
shares
|
$3,547
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Nov 10, 2025 Q3 2025 |
54
shares
|
$3,420
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Oct 17, 2025 Q3 2025 |
45
shares
|
$2,850
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
44
shares
|
$2,787
0.0% of portfolio
|
Q1 2021
Reduced 8.33%
|
|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
43
shares
|
$2,724
0.0% of portfolio
|
Q2 2025
Added 168.75%
|
|
|
Cva Family Office, LLC
|
Oct 30, 2025 Q3 2025 |
39
shares
|
$2,470
0.0% of portfolio
|
Q3 2025
Added 200.0%
|
|