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 |
|---|---|---|---|---|---|
|
Capital World Investors
Los Angeles, CA |
Nov 13, 2025 Q3 2025 |
719,000
shares
|
$45.5 Million
0.01% of portfolio
|
Q3 2017
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
706,886
shares
|
$44.8 Million
0.01% of portfolio
|
Q2 2025
Added 37.04%
|
|
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
Nov 13, 2025 Q3 2025 |
694,729
shares
|
$44 Million
0.15% of portfolio
|
Q3 2025
Reduced 23.17%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
681,668
shares
|
$43.2 Million
0.01% of portfolio
|
Q3 2025
Added 50.0%
|
|
|
Voya Investment Management LLC
Atlanta, GA |
Oct 09, 2025 Q3 2025 |
565,727
shares
|
$35.8 Million
0.05% of portfolio
|
Q3 2025
Added 12.65%
|
|
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
541,699
shares
|
$34.3 Million
0.03% of portfolio
|
Q3 2025
Reduced 18.12%
|
|
|
Bamco Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
525,778
shares
|
$33.3 Million
0.11% of portfolio
|
Q3 2025
Reduced 0.27%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Nov 12, 2025 Q3 2025 |
491,470
shares
|
$31.1 Million
0.01% of portfolio
|
Q3 2025
Added 40.32%
|
|
|
Emerald Advisers, LLC
|
Oct 30, 2025 Q3 2025 |
451,497
shares
|
$28.6 Million
1.1% of portfolio
|
Q3 2025
Reduced 1.42%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
437,145
shares
|
$27.7 Million
0.01% of portfolio
|
Q3 2025
Added 8.68%
|
|
|
Artisan Partners Limited Partnership
Milwaukee, WI |
Nov 12, 2025 Q3 2025 |
407,894
shares
|
$25.8 Million
0.04% of portfolio
|
Q3 2025
Reduced 5.59%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
389,739
shares
|
$24.7 Million
0.01% of portfolio
|
Q3 2025
Added 2.0%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
372,919
shares
|
$23.6 Million
0.02% of portfolio
|
Q3 2024
Added 0.55%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2025 Q3 2025 |
369,444
shares
|
$23.4 Million
0.04% of portfolio
|
Q3 2025
Reduced 35.43%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Nov 04, 2025 Q3 2025 |
358,695
shares
|
$22.7 Million
0.01% of portfolio
|
Q3 2025
Reduced 2.54%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
354,658
shares
|
$22.5 Million
0.04% of portfolio
|
Q3 2025
Added 5.27%
|
|
|
Sei Investments CO
Oaks, PA |
Nov 13, 2025 Q3 2025 |
325,456
shares
|
$20.6 Million
0.03% of portfolio
|
Q3 2025
Added 6.37%
|
|
|
Nuveen, LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
315,535
shares
|
$20 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.54%
|
|
|
Axiom Investors LLC
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
312,770
shares
|
$19.8 Million
0.17% of portfolio
|
Q3 2025
Added 63.97%
|
|
|
Public Sector Pension Investment Board
Montreal, A8 |
Nov 06, 2025 Q3 2025 |
289,371
shares
|
$18.3 Million
0.08% of portfolio
|
Q3 2025
Added 14.4%
|
|
|
Emerald Mutual Fund Advisers Trust
|
Oct 30, 2025 Q3 2025 |
273,351
shares
|
$17.3 Million
1.12% of portfolio
|
Q3 2025
Added 2.21%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Nov 13, 2025 Q3 2025 |
259,439
shares
|
$16.4 Million
0.01% of portfolio
|
Q3 2025
Reduced 3.69%
|
|
|
Janus Henderson Group PLC
London, X0 |
Nov 14, 2025 Q3 2025 |
245,380
shares
|
$15.5 Million
0.01% of portfolio
|
Q3 2025
Added 698.61%
|
|
|
Cramer Rosenthal Mcglynn LLC
Greenwich, CT |
Nov 12, 2025 Q3 2025 |
240,796
shares
|
$15.3 Million
1.13% of portfolio
|
Q3 2025
Added 23.27%
|
|
|
Capital Management Corp
|
Nov 04, 2025 Q3 2025 |
228,327
shares
|
$14.5 Million
2.86% of portfolio
|
Q3 2025
Reduced 7.24%
|
|