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 |
|---|---|---|---|---|---|
|
Victory Capital Management Inc
|
Nov 12, 2025 Q3 2025 |
90,553
shares
|
$5.74 Million
0.0% of portfolio
|
Q3 2025
Reduced 2.77%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Nov 14, 2025 Q3 2025 |
85,729
shares
|
$5.43 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Alps Advisors Inc
Denver, CO |
Nov 05, 2025 Q3 2025 |
85,598
shares
|
$5.42 Million
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Callan Family Office, LLC
Radnor, PA |
Nov 04, 2025 Q3 2025 |
81,901
shares
|
$5.19 Million
0.19% of portfolio
|
Q3 2025
Reduced 3.31%
|
|
|
Blue Zone Wealth Advisors, LLC
|
Oct 15, 2025 Q3 2025 |
81,616
shares
|
$5.17 Million
1.26% of portfolio
|
Q3 2025
Added 1.67%
|
|
|
Adirondack Retirement Specialists, Inc.
|
Oct 24, 2023 Q3 2023 |
81,120
shares
|
$5.14 Million
3.35% of portfolio
|
Q3 2023
Reduced 44.86%
|
|
|
First Eagle Investment Management, LLC
|
Nov 12, 2025 Q3 2025 |
79,851
shares
|
$5.06 Million
0.01% of portfolio
|
Q3 2025
Added 0.38%
|
|
|
Jain Global LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
78,008
shares
|
$4.94 Million
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Great West Life Assurance CO
Winnipeg, A2 |
Nov 17, 2025 Q3 2025 |
76,598
shares
|
$4.85 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.41%
|
|
|
Palisades Investment Partners, LLC
Santa Monica, CA |
Oct 30, 2025 Q3 2025 |
76,337
shares
|
$4.84 Million
2.14% of portfolio
|
Q3 2025
Added 0.44%
|
|
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
Nov 13, 2025 Q3 2025 |
75,311
shares
|
$4.77 Million
0.01% of portfolio
|
Q3 2025
Added 662.8%
|
|
|
New York State Common Retirement Fund
|
Nov 03, 2025 Q3 2025 |
73,910
shares
|
$4.68 Million
0.01% of portfolio
|
Q3 2025
Added 23.42%
|
|
|
Exodus Point Capital Management, LP
New York, NY |
Nov 14, 2025 Q3 2025 |
73,451
shares
|
$4.65 Million
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Efg Asset Management (North America) Corp.
|
Nov 03, 2025 Q3 2025 |
72,808
shares
|
$4.61 Million
0.72% of portfolio
|
Q3 2025
Reduced 9.52%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Nov 03, 2025 Q3 2025 |
69,181
shares
|
$4.38 Million
0.02% of portfolio
|
Q3 2025
Added 2.49%
|
|
|
California State Teachers Retirement System
West Sacramento, CA |
Nov 14, 2025 Q3 2025 |
69,159
shares
|
$4.38 Million
0.01% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Credit Suisse Ag
Zurich, V8 |
May 10, 2024 Q1 2024 |
68,178
shares
|
$4.32 Million
0.0% of portfolio
|
Q1 2024
Reduced 0.4%
|
|
|
Empowered Funds, LLC
|
Nov 13, 2025 Q3 2025 |
65,419
shares
|
$4.14 Million
0.05% of portfolio
|
Q3 2025
Added 28.94%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
62,673
shares
|
$3.97 Million
0.0% of portfolio
|
Q3 2025
Added 6.76%
|
|
|
Schonfeld Strategic Advisors LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
62,305
shares
|
$3.95 Million
0.03% of portfolio
|
Q3 2025
Added 100.38%
|
|
|
Interval Partners, LP
New York, NY |
Nov 14, 2025 Q3 2025 |
57,563
shares
|
$3.65 Million
0.07% of portfolio
|
Q3 2025
Reduced 40.68%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
57,004
shares
|
$3.61 Million
0.25% of portfolio
|
Q4 2023
Added 3.64%
|
|
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
Nov 14, 2025 Q3 2025 |
56,900
shares
|
$3.6 Million
0.01% of portfolio
|
Q3 2025
Added 9.85%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Nov 10, 2025 Q3 2025 |
54,157
shares
|
$3.43 Million
0.08% of portfolio
|
Q3 2025
Added 4.91%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
54,071
shares
|
$3.43 Million
0.06% of portfolio
|
Q3 2024
Reduced 5.95%
|
|