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 |
|---|---|---|---|---|---|
|
M&T Bank Corp
|
Nov 14, 2025 Q3 2025 |
25,296
shares
|
$1.6 Million
0.01% of portfolio
|
Q3 2025
Reduced 7.64%
|
|
|
Gabelli Funds LLC
Rye, NY |
Nov 12, 2025 Q3 2025 |
24,550
shares
|
$1.56 Million
0.01% of portfolio
|
Q3 2025
Added 1.24%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
24,094
shares
|
$1.53 Million
0.01% of portfolio
|
Q3 2025
Added 26.42%
|
|
|
Strata Wealth Advisors, LLC
Dallas, TX |
Nov 10, 2025 Q3 2025 |
23,903
shares
|
$1.51 Million
0.45% of portfolio
|
Q3 2025
Reduced 2.29%
|
|
|
Yousif Capital Management, LLC
|
Oct 14, 2025 Q3 2025 |
23,735
shares
|
$1.5 Million
0.02% of portfolio
|
Q3 2025
Reduced 16.42%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Oct 22, 2025 Q3 2025 |
23,316
shares
|
$1.48 Million
0.06% of portfolio
|
Q3 2025
Reduced 4.47%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
23,264
shares
|
$1.47 Million
0.02% of portfolio
|
Q3 2025
Reduced 2.56%
|
|
|
Assenagon Asset Management S.A.
|
Oct 07, 2025 Q3 2025 |
22,368
shares
|
$1.42 Million
0.0% of portfolio
|
Q3 2025
Reduced 14.0%
|
|
|
Arizona State Retirement System
|
Nov 03, 2025 Q3 2025 |
21,951
shares
|
$1.39 Million
0.01% of portfolio
|
Q3 2025
Added 6.52%
|
|
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
Oct 30, 2025 Q3 2025 |
21,642
shares
|
$1.37 Million
0.0% of portfolio
|
Q3 2025
Added 146.6%
|
|
|
Amalgamated Bank
New York, NY |
Oct 29, 2025 Q3 2025 |
21,233
shares
|
$1.35 Million
0.01% of portfolio
|
Q3 2025
Added 1.05%
|
|
|
Greenwood Capital Associates LLC
Greenwood, SC |
Oct 16, 2025 Q3 2025 |
21,118
shares
|
$1.34 Million
0.18% of portfolio
|
Q3 2025
Reduced 4.21%
|
|
|
Landscape Capital Management, L.L.C.
|
Nov 13, 2025 Q3 2025 |
21,090
shares
|
$1.34 Million
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
Nov 14, 2025 Q3 2025 |
20,680
shares
|
$1.31 Million
0.0% of portfolio
|
Q2 2025
Added 13.3%
|
|
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
Nov 12, 2025 Q3 2025 |
20,567
shares
|
$1.3 Million
0.01% of portfolio
|
Q3 2025
Added 22.98%
|
|
|
Savant Capital, LLC
|
Nov 04, 2025 Q3 2025 |
20,236
shares
|
$1.28 Million
0.01% of portfolio
|
Q3 2025
Added 0.18%
|
|
|
Strs Ohio
|
Oct 30, 2025 Q3 2025 |
20,200
shares
|
$1.28 Million
0.01% of portfolio
|
Q3 2025
Reduced 5.16%
|
|
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
Nov 12, 2025 Q3 2025 |
20,109
shares
|
$1.27 Million
0.01% of portfolio
|
Q2 2025
Reduced 6.47%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
19,777
shares
|
$1.25 Million
0.0% of portfolio
|
Q3 2025
Reduced 5.53%
|
|
|
State Board Of Administration Of Florida Retirement System
|
Nov 14, 2025 Q3 2025 |
19,010
shares
|
$1.2 Million
0.0% of portfolio
|
Q3 2025
Reduced 0.12%
|
|
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
Nov 12, 2025 Q3 2025 |
18,891
shares
|
$1.2 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.81%
|
|
|
Integrated Quantitative Investments LLC
Bellevue, WA |
Nov 12, 2025 Q3 2025 |
17,652
shares
|
$1.12 Million
0.36% of portfolio
|
Q3 2025
Added 0.11%
|
|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2025 Q3 2025 |
17,450
shares
|
$1.11 Million
0.0% of portfolio
|
Q3 2025
Added 97.6%
|
|
|
Campbell Newman Asset Management Inc
|
Oct 23, 2025 Q3 2025 |
17,158
shares
|
$1.09 Million
0.09% of portfolio
|
Q3 2025
Added 0.42%
|
|
|
Oregon Public Employees Retirement Fund
|
Oct 23, 2025 Q3 2025 |
16,755
shares
|
$1.06 Million
0.02% of portfolio
|
Q3 2025
Reduced 1.18%
|
|