Institutional Ownership Moelis & CO (MC)
This table provides information about the institutional ownership of Moelis & CO (MC). We have compiled data on the 358 institutions that hold shares in the stock, with a total of 69.9 Million shares, which have been reported (via 13F filing form) to have a value of $5.19 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
152,852
shares
|
$11.4 Million
0.0% of portfolio
|
Q3 2024
Reduced 17.84%
|
|
|
Hsbc Holdings PLC
London, X0 |
Nov 14, 2024 Q3 2024 |
150,583
shares
|
$11.3 Million
0.01% of portfolio
|
Q3 2024
Reduced 38.95%
|
|
|
Public Sector Pension Investment Board
Montreal, A8 |
Nov 14, 2024 Q3 2024 |
149,314
shares
|
$11.2 Million
0.06% of portfolio
|
Q3 2024
Reduced 3.55%
|
|
|
Ubs Asset Management Americas Inc
Chicago, IL |
Nov 14, 2024 Q3 2024 |
145,203
shares
|
$10.9 Million
0.0% of portfolio
|
Q3 2024
Reduced 8.6%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
143,741
shares
|
$10.8 Million
0.02% of portfolio
|
Q3 2024
Added 6.16%
|
|
|
Barclays PLC
London, X0 |
Nov 19, 2024 Q3 2024 |
142,138
shares
|
$10.6 Million
0.0% of portfolio
|
Q3 2024
Reduced 46.39%
|
|
|
Swiss National Bank
Zurich, V8 |
Nov 07, 2024 Q3 2024 |
137,400
shares
|
$10.3 Million
0.01% of portfolio
|
Q3 2024
Added 4.73%
|
|
|
First Eagle Investment Management, LLC
|
Nov 12, 2024 Q3 2024 |
120,751
shares
|
$9.04 Million
0.02% of portfolio
|
Q3 2024
Reduced 3.36%
|
|
|
Pier Capital, LLC
Stamford, CT |
Nov 15, 2024 Q3 2024 |
118,989
shares
|
$8.91 Million
1.22% of portfolio
|
Q3 2024
New holding
|
|
|
Royce & Associates LP
|
Nov 06, 2024 Q3 2024 |
112,488
shares
|
$8.42 Million
0.07% of portfolio
|
Q3 2024
Reduced 37.69%
|
|
|
Susquehanna Portfolio Strategies, LLC
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
109,275
shares
|
$8.18 Million
0.51% of portfolio
|
Q4 2023
New holding
|
|
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
Nov 14, 2024 Q3 2024 |
101,741
shares
|
$7.61 Million
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Regions Financial Corp
|
Nov 14, 2024 Q3 2024 |
101,384
shares
|
$7.59 Million
0.05% of portfolio
|
Q3 2024
Added 0.4%
|
|
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
98,000
shares
|
$7.33 Million
0.02% of portfolio
|
Q3 2024
Added 322.41%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
88,742
shares
|
$6.64 Million
0.0% of portfolio
|
Q3 2024
Added 13.73%
|
|
|
Jennison Associates LLC
|
Nov 08, 2024 Q3 2024 |
88,234
shares
|
$6.6 Million
0.0% of portfolio
|
Q3 2024
Reduced 5.66%
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
87,213
shares
|
$6.53 Million
0.0% of portfolio
|
Q3 2024
Added 74.99%
|
|
|
Exodus Point Capital Management, LP
New York, NY |
Nov 12, 2024 Q3 2024 |
86,452
shares
|
$6.47 Million
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Alliancebernstein L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
85,465
shares
|
$6.4 Million
0.0% of portfolio
|
Q3 2024
Reduced 93.99%
|
|
|
Victory Capital Management Inc
|
Nov 05, 2024 Q3 2024 |
85,202
shares
|
$6.38 Million
0.01% of portfolio
|
Q3 2024
Added 72.16%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2024 Q3 2024 |
83,644
shares
|
$6.26 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Adirondack Retirement Specialists, Inc.
|
Oct 24, 2023 Q3 2023 |
81,120
shares
|
$6.07 Million
3.35% of portfolio
|
Q3 2023
Reduced 44.86%
|
|
|
Great West Life Assurance CO
Winnipeg, A2 |
Nov 13, 2024 Q3 2024 |
79,286
shares
|
$5.93 Million
0.01% of portfolio
|
Q3 2024
Added 0.38%
|
|
|
Mutual Of America Capital Management LLC
New York, NY |
Nov 06, 2024 Q3 2024 |
76,311
shares
|
$5.71 Million
0.06% of portfolio
|
Q3 2024
Reduced 3.12%
|
|
|
Prudential Financial Inc
Newark, NJ |
Nov 13, 2024 Q3 2024 |
74,241
shares
|
$5.56 Million
0.01% of portfolio
|
Q3 2024
Reduced 3.25%
|