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 |
|---|---|---|---|---|---|
|
Moran Wealth Management, LLC
Naples, FL |
Oct 23, 2025 Q3 2025 |
37,988
shares
|
$2.41 Million
0.09% of portfolio
|
Q3 2025
Added 0.41%
|
|
|
Verition Fund Management LLC
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
36,401
shares
|
$2.31 Million
0.01% of portfolio
|
Q3 2025
Added 150.59%
|
|
|
American Century Companies Inc
Kansas City, MO |
Nov 12, 2025 Q3 2025 |
35,716
shares
|
$2.26 Million
0.0% of portfolio
|
Q3 2025
Added 352.96%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 13, 2025 Q3 2025 |
35,586
shares
|
$2.25 Million
0.01% of portfolio
|
Q3 2025
Added 0.4%
|
|
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
Nov 14, 2025 Q3 2025 |
34,547
shares
|
$2.19 Million
0.0% of portfolio
|
Q3 2025
Reduced 15.19%
|
|
|
Louisiana State Employees Retirement System
|
Oct 22, 2025 Q3 2025 |
34,100
shares
|
$2.16 Million
0.04% of portfolio
|
Q3 2025
Reduced 1.73%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
33,700
shares
|
$2.13 Million
0.01% of portfolio
|
Q3 2025
Reduced 1.88%
|
|
|
Man Group PLC
London, X0 |
Nov 14, 2025 Q3 2025 |
33,284
shares
|
$2.11 Million
0.0% of portfolio
|
Q3 2025
Reduced 44.02%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2025 Q3 2025 |
33,032
shares
|
$2.09 Million
0.0% of portfolio
|
Q3 2025
Reduced 88.26%
|
|
|
Fred Alger Management, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
32,969
shares
|
$2.09 Million
0.01% of portfolio
|
Q3 2025
Added 0.21%
|
|
|
Al Ti Global, Inc.
New York, NY |
Nov 05, 2025 Q3 2025 |
31,745
shares
|
$2.01 Million
0.05% of portfolio
|
Q3 2025
Reduced 2.52%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Nov 12, 2025 Q3 2025 |
31,709
shares
|
$2.01 Million
0.0% of portfolio
|
Q3 2025
Reduced 32.71%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Nov 14, 2025 Q3 2025 |
31,039
shares
|
$1.97 Million
0.01% of portfolio
|
Q3 2025
Added 6.33%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
30,940
shares
|
$1.96 Million
0.01% of portfolio
|
Q3 2025
Added 16.23%
|
|
|
State Of New Jersey Common Pension Fund D
|
Nov 07, 2025 Q3 2025 |
30,658
shares
|
$1.94 Million
0.01% of portfolio
|
Q3 2025
Reduced 7.92%
|
|
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
Nov 07, 2025 Q3 2025 |
30,105
shares
|
$1.91 Million
0.33% of portfolio
|
Q2 2025
Reduced 21.97%
|
|
|
Zacks Investment Management
Chicago, IL |
Nov 14, 2025 Q3 2025 |
30,008
shares
|
$1.9 Million
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Nov 12, 2025 Q3 2025 |
28,951
shares
|
$1.83 Million
0.06% of portfolio
|
Q3 2025
Added 14.32%
|
|
|
New York State Teachers Retirement System
|
Oct 24, 2025 Q3 2025 |
28,479
shares
|
$1.8 Million
0.0% of portfolio
|
Q3 2025
Added 17.53%
|
|
|
Morningstar Investment Management LLC
Chicago, IL |
Nov 17, 2025 Q3 2025 |
28,387
shares
|
$1.8 Million
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Sandler Capital Management
New York, NY |
Nov 14, 2025 Q3 2025 |
28,120
shares
|
$1.78 Million
0.66% of portfolio
|
Q3 2025
New holding
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
Nov 03, 2025 Q3 2025 |
27,786
shares
|
$1.76 Million
0.0% of portfolio
|
Q3 2025
Added 4.57%
|
|
|
Salvus Wealth Management, LLC
|
Oct 14, 2025 Q3 2025 |
27,550
shares
|
$1.75 Million
1.17% of portfolio
|
Q3 2025
Added 0.36%
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2025 Q3 2025 |
27,321
shares
|
$1.73 Million
0.0% of portfolio
|
Q3 2025
Added 32.81%
|
|
|
Intech Investment Management LLC
West Palm Beach, FL |
Nov 10, 2025 Q3 2025 |
27,218
shares
|
$1.72 Million
0.02% of portfolio
|
Q3 2025
Reduced 6.96%
|
|