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 |
|---|---|---|---|---|---|
|
Victory Capital Management Inc
|
Feb 06, 2025 Q4 2024 |
85,865
shares
|
$4.97 Million
0.01% of portfolio
|
Q4 2024
Added 0.78%
|
|
|
Great West Life Assurance CO
Winnipeg, A2 |
Feb 13, 2025 Q4 2024 |
81,534
shares
|
$4.72 Million
0.01% of portfolio
|
Q4 2024
Added 2.84%
|
|
|
Adirondack Retirement Specialists, Inc.
|
Oct 24, 2023 Q3 2023 |
81,120
shares
|
$4.7 Million
3.35% of portfolio
|
Q3 2023
Reduced 44.86%
|
|
|
Palisades Investment Partners, LLC
Santa Monica, CA |
Feb 18, 2025 Q4 2024 |
76,526
shares
|
$4.43 Million
2.39% of portfolio
|
Q4 2024
Added 9.3%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Feb 14, 2025 Q4 2024 |
75,886
shares
|
$4.39 Million
0.0% of portfolio
|
Q4 2024
Added 31.63%
|
|
|
Weiss Asset Management LP
Boston, MA |
Feb 14, 2025 Q4 2024 |
73,977
shares
|
$4.28 Million
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Efg Asset Management (North America) Corp.
|
Feb 11, 2025 Q4 2024 |
72,599
shares
|
$4.2 Million
0.76% of portfolio
|
Q4 2024
Added 172.38%
|
|
|
Prudential Financial Inc
Newark, NJ |
Feb 11, 2025 Q4 2024 |
71,687
shares
|
$4.15 Million
0.01% of portfolio
|
Q4 2024
Reduced 3.44%
|
|
|
Credit Suisse Ag
Zurich, V8 |
May 10, 2024 Q1 2024 |
68,178
shares
|
$3.95 Million
0.0% of portfolio
|
Q1 2024
Reduced 0.4%
|
|
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
Feb 12, 2025 Q4 2024 |
66,777
shares
|
$3.87 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
California State Teachers Retirement System
West Sacramento, CA |
Mar 18, 2025 Q4 2024 |
65,827
shares
|
$3.81 Million
0.01% of portfolio
|
Q4 2024
Reduced 1.12%
|
|
|
Trexquant Investment LP
Stamford, CT |
Feb 12, 2025 Q4 2024 |
62,475
shares
|
$3.62 Million
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
60,965
shares
|
$3.53 Million
0.05% of portfolio
|
Q4 2022
Added 9.33%
|
|
|
Mutual Of America Capital Management LLC
New York, NY |
Feb 05, 2025 Q4 2024 |
60,687
shares
|
$3.51 Million
0.05% of portfolio
|
Q4 2024
Reduced 20.47%
|
|
|
Cinctive Capital Management LP
New York, NY |
Feb 12, 2025 Q4 2024 |
60,457
shares
|
$3.5 Million
0.24% of portfolio
|
Q4 2024
Added 303.94%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
58,976
shares
|
$3.42 Million
0.33% of portfolio
|
Q4 2024
Added 98.2%
|
|
|
Blue Zone Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
58,786
shares
|
$3.4 Million
1.37% of portfolio
|
Q4 2024
Reduced 0.01%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
57,774
shares
|
$3.35 Million
0.0% of portfolio
|
Q4 2024
Added 14.27%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
57,004
shares
|
$3.3 Million
0.25% of portfolio
|
Q4 2023
Added 3.64%
|
|
|
Man Group PLC
London, X0 |
Feb 14, 2025 Q4 2024 |
56,959
shares
|
$3.3 Million
0.01% of portfolio
|
Q4 2024
Added 99.04%
|
|
|
Richard Bernstein Advisors LLC
|
Feb 04, 2025 Q4 2024 |
56,774
shares
|
$3.29 Million
0.1% of portfolio
|
Q2 2024
Added 0.02%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Feb 06, 2025 Q4 2024 |
55,409
shares
|
$3.21 Million
0.16% of portfolio
|
Q4 2024
Added 1.66%
|
|
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
Jan 30, 2025 Q4 2024 |
55,014
shares
|
$3.19 Million
0.01% of portfolio
|
Q4 2024
Reduced 1.42%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Feb 10, 2025 Q4 2024 |
54,560
shares
|
$3.16 Million
0.01% of portfolio
|
Q4 2024
Reduced 1.26%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
54,071
shares
|
$3.13 Million
0.06% of portfolio
|
Q3 2024
Reduced 5.95%
|