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 |
|---|---|---|---|---|---|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
71,483
shares
|
$5.35 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Credit Suisse Ag
Zurich, V8 |
May 10, 2024 Q1 2024 |
68,178
shares
|
$5.1 Million
0.0% of portfolio
|
Q1 2024
Reduced 0.4%
|
|
|
Eam Investors, LLC
Solana Beach, CA |
Nov 13, 2024 Q3 2024 |
67,931
shares
|
$5.08 Million
0.8% of portfolio
|
Q3 2024
New holding
|
|
|
California State Teachers Retirement System
West Sacramento, CA |
Nov 14, 2024 Q3 2024 |
66,574
shares
|
$4.98 Million
0.01% of portfolio
|
Q3 2024
Added 1.87%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Nov 12, 2024 Q3 2024 |
62,570
shares
|
$4.68 Million
0.0% of portfolio
|
Q3 2024
Added 0.35%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
60,965
shares
|
$4.56 Million
0.05% of portfolio
|
Q4 2022
Added 9.33%
|
|
|
Blue Zone Wealth Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
58,791
shares
|
$4.4 Million
1.34% of portfolio
|
Q3 2024
Added 1.27%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
58,560
shares
|
$4.38 Million
0.07% of portfolio
|
Q3 2024
Added 17.54%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
57,653
shares
|
$4.31 Million
0.0% of portfolio
|
Q3 2024
Added 875.52%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
57,004
shares
|
$4.27 Million
0.25% of portfolio
|
Q4 2023
Added 3.64%
|
|
|
Richard Bernstein Advisors LLC
|
Nov 08, 2024 Q3 2024 |
56,774
shares
|
$4.25 Million
0.08% of portfolio
|
Q2 2024
Added 0.02%
|
|
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
Nov 14, 2024 Q3 2024 |
55,809
shares
|
$4.18 Million
0.01% of portfolio
|
Q3 2024
Added 69.91%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
55,256
shares
|
$4.14 Million
0.01% of portfolio
|
Q3 2024
Reduced 5.39%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Nov 14, 2024 Q3 2024 |
54,502
shares
|
$4.08 Million
0.15% of portfolio
|
Q3 2024
Reduced 1.28%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
54,071
shares
|
$4.05 Million
0.06% of portfolio
|
Q3 2024
Reduced 5.95%
|
|
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
51,975
shares
|
$3.89 Million
0.0% of portfolio
|
Q3 2024
Reduced 4.57%
|
|
|
New York State Common Retirement Fund
|
Oct 28, 2024 Q3 2024 |
51,864
shares
|
$3.88 Million
0.0% of portfolio
|
Q3 2024
Reduced 12.49%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
50,561
shares
|
$3.78 Million
0.0% of portfolio
|
Q3 2024
Added 3.41%
|
|
|
Park Circle CO
|
Nov 08, 2024 Q3 2024 |
50,176
shares
|
$3.76 Million
3.13% of portfolio
|
Q4 2021
Added 16.21%
|
|
|
B. Metzler Seel. Sohn & Co. Holding Ag
Frankfurt, 2M |
Nov 08, 2024 Q3 2024 |
50,107
shares
|
$3.75 Million
0.03% of portfolio
|
Q3 2024
Added 100.52%
|
|
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
Nov 08, 2024 Q3 2024 |
50,107
shares
|
$3.75 Million
0.03% of portfolio
|
Q3 2024
Reduced 20.99%
|
|
|
Hrt Financial LP
New York, NY |
Nov 12, 2024 Q3 2024 |
49,370
shares
|
$3.69 Million
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
48,068
shares
|
$3.6 Million
0.01% of portfolio
|
Q3 2024
Added 1.15%
|
|
|
Salvus Wealth Management, LLC
|
Oct 07, 2024 Q3 2024 |
47,627
shares
|
$3.56 Million
2.05% of portfolio
|
Q3 2024
Reduced 21.21%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
47,439
shares
|
$3.55 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.82%
|