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 |
|---|---|---|---|---|---|
|
Pathstone Holdings, LLC
Englewood, NJ |
Feb 14, 2025 Q4 2024 |
36,473
shares
|
$2.11 Million
0.01% of portfolio
|
Q4 2024
Reduced 8.16%
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
35,570
shares
|
$2.06 Million
0.03% of portfolio
|
Q4 2024
Reduced 6.49%
|
|
|
Wealthfront Advisers LLC
|
Feb 07, 2025 Q4 2024 |
35,444
shares
|
$2.05 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Walleye Capital LLC
Plymouth, MN |
Feb 13, 2025 Q4 2024 |
35,343
shares
|
$2.05 Million
0.01% of portfolio
|
Q4 2024
Added 3002.99%
|
|
|
Louisiana State Employees Retirement System
|
Jan 29, 2025 Q4 2024 |
34,100
shares
|
$1.97 Million
0.05% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Feb 06, 2025 Q4 2024 |
33,562
shares
|
$1.94 Million
0.21% of portfolio
|
Q4 2024
Reduced 0.34%
|
|
|
Hilton Capital Management, LLC
|
Feb 10, 2025 Q4 2024 |
33,357
shares
|
$1.93 Million
0.22% of portfolio
|
Q4 2024
Added 42.45%
|
|
|
Janus Henderson Group PLC
London, X0 |
Feb 14, 2025 Q4 2024 |
33,326
shares
|
$1.93 Million
0.0% of portfolio
|
Q2 2024
Reduced 1.02%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
32,055
shares
|
$1.86 Million
0.0% of portfolio
|
Q4 2024
Added 206.51%
|
|
|
Empowered Funds, LLC
|
Jan 28, 2025 Q4 2024 |
31,136
shares
|
$1.8 Million
0.03% of portfolio
|
Q4 2024
Added 2.04%
|
|
|
Jump Financial, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
30,822
shares
|
$1.78 Million
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
M&T Bank Corp
|
Feb 06, 2025 Q4 2024 |
30,459
shares
|
$1.76 Million
0.0% of portfolio
|
Q4 2024
Reduced 2.84%
|
|
|
State Of New Jersey Common Pension Fund D
|
Jan 31, 2025 Q4 2024 |
29,349
shares
|
$1.7 Million
0.01% of portfolio
|
Q3 2024
Reduced 12.26%
|
|
|
Strata Wealth Advisors, LLC
Dallas, TX |
Jan 31, 2025 Q4 2024 |
28,626
shares
|
$1.66 Million
0.66% of portfolio
|
Q4 2024
Reduced 0.3%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Jan 14, 2025 Q4 2024 |
27,881
shares
|
$1.61 Million
0.1% of portfolio
|
Q4 2024
Added 2.3%
|
|
|
Yousif Capital Management, LLC
|
Jan 27, 2025 Q4 2024 |
27,289
shares
|
$1.58 Million
0.02% of portfolio
|
Q4 2024
Reduced 1.5%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Feb 14, 2025 Q4 2024 |
26,671
shares
|
$1.54 Million
0.02% of portfolio
|
Q4 2024
Added 41.69%
|
|
|
Intech Investment Management LLC
West Palm Beach, FL |
Feb 10, 2025 Q4 2024 |
25,418
shares
|
$1.47 Million
0.02% of portfolio
|
Q4 2024
Added 31.03%
|
|
|
Schonfeld Strategic Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
25,414
shares
|
$1.47 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
25,024
shares
|
$1.45 Million
0.02% of portfolio
|
Q4 2024
Reduced 0.69%
|
|
|
Teacher Retirement System Of Texas
Austin, TX |
Feb 11, 2025 Q4 2024 |
24,842
shares
|
$1.44 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Maryland State Retirement & Pension System
|
Feb 10, 2025 Q4 2024 |
23,771
shares
|
$1.38 Million
0.04% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
Feb 13, 2025 Q4 2024 |
22,895
shares
|
$1.33 Million
0.0% of portfolio
|
Q1 2024
Reduced 4.8%
|
|
|
Quantbot Technologies LP
New York, NY |
Feb 11, 2025 Q4 2024 |
22,865
shares
|
$1.32 Million
0.07% of portfolio
|
Q4 2024
Added 262.82%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
22,271
shares
|
$1.29 Million
0.0% of portfolio
|
Q4 2024
Reduced 38.14%
|