Institutional Ownership Moelis & CO (MC)
This table provides information about the institutional ownership of Moelis & CO (MC). We have compiled data on the 383 institutions that hold shares in the stock, with a total of 71.1 Million shares, which have been reported (via 13F filing form) to have a value of $4.24 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
667,324
shares
|
$38.6 Million
0.0% of portfolio
|
Q4 2024
Reduced 13.9%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
616,604
shares
|
$35.7 Million
0.0% of portfolio
|
Q4 2024
Added 14.32%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Feb 10, 2025 Q4 2024 |
594,467
shares
|
$34.4 Million
0.08% of portfolio
|
Q4 2024
Reduced 26.14%
|
|
|
Bamco Inc
New York, NY |
Feb 14, 2025 Q4 2024 |
527,186
shares
|
$30.5 Million
0.1% of portfolio
|
Q3 2024
Reduced 3.75%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
441,970
shares
|
$25.6 Million
0.01% of portfolio
|
Q4 2024
Reduced 32.67%
|
|
|
Tributary Capital Management, LLC
|
Jan 21, 2025 Q4 2024 |
439,778
shares
|
$25.5 Million
2.51% of portfolio
|
Q4 2024
Added 1.16%
|
|
|
Artisan Partners Limited Partnership
Milwaukee, WI |
Feb 12, 2025 Q4 2024 |
429,338
shares
|
$24.9 Million
0.05% of portfolio
|
Q4 2024
Reduced 15.27%
|
|
|
Emerald Advisers, LLC
|
Feb 11, 2025 Q4 2024 |
426,994
shares
|
$24.7 Million
1.34% of portfolio
|
Q4 2024
Reduced 3.03%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
377,028
shares
|
$21.8 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
372,919
shares
|
$21.6 Million
0.02% of portfolio
|
Q3 2024
Added 0.55%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
352,868
shares
|
$20.4 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.53%
|
|
|
Invesco Ltd.
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
345,245
shares
|
$20 Million
0.0% of portfolio
|
Q4 2024
Added 22.64%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Jan 31, 2025 Q4 2024 |
344,467
shares
|
$19.9 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Voya Investment Management LLC
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
323,953
shares
|
$18.8 Million
0.03% of portfolio
|
Q4 2024
Added 1.02%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
308,321
shares
|
$17.9 Million
0.0% of portfolio
|
Q4 2024
Added 101.71%
|
|
|
Emerald Mutual Fund Advisers Trust
|
Feb 14, 2025 Q4 2024 |
301,224
shares
|
$17.4 Million
1.53% of portfolio
|
Q4 2024
Reduced 16.53%
|
|
|
Axiom Investors LLC
Greenwich, CT |
Feb 12, 2025 Q4 2024 |
283,193
shares
|
$16.4 Million
0.16% of portfolio
|
Q4 2024
Added 52.29%
|
|
|
Capital Research Global Investors
Los Angeles, CA |
Feb 13, 2025 Q4 2024 |
280,460
shares
|
$16.2 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sei Investments CO
Oaks, PA |
Feb 11, 2025 Q4 2024 |
275,669
shares
|
$16 Million
0.03% of portfolio
|
Q4 2024
Reduced 3.06%
|
|
|
Cramer Rosenthal Mcglynn LLC
Greenwich, CT |
Feb 13, 2025 Q4 2024 |
260,045
shares
|
$15.1 Million
1.14% of portfolio
|
Q4 2024
Reduced 14.18%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Feb 14, 2025 Q4 2024 |
255,444
shares
|
$14.8 Million
0.01% of portfolio
|
Q4 2024
Added 37.97%
|
|
|
Fred Alger Management, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
221,927
shares
|
$12.9 Million
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Feb 05, 2025 Q4 2024 |
220,770
shares
|
$12.8 Million
0.01% of portfolio
|
Q4 2024
Added 252.84%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
212,929
shares
|
$12.3 Million
0.03% of portfolio
|
Q3 2023
Added 0.76%
|
|
|
Legal & General Group PLC
London, X0 |
Feb 13, 2025 Q4 2024 |
196,197
shares
|
$11.4 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.19%
|