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 |
|---|---|---|---|---|---|
|
Legato Capital Management LLC
|
Nov 12, 2025 Q3 2025 |
16,590
shares
|
$1.05 Million
0.14% of portfolio
|
Q3 2025
Added 199.08%
|
|
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
Aug 15, 2025 Q2 2025 |
16,232
shares
|
$1.03 Million
0.15% of portfolio
|
Q2 2025
Added 4.91%
|
|
|
Handelsbanken Fonder Ab
|
Nov 12, 2025 Q3 2025 |
15,951
shares
|
$1.01 Million
0.0% of portfolio
|
Q4 2024
Added 35.74%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
15,641
shares
|
$990,857
0.01% of portfolio
|
Q3 2025
Reduced 0.25%
|
|
|
Klp Kapitalforvaltning As
Oslo, Q8 |
Oct 23, 2025 Q3 2025 |
15,500
shares
|
$981,925
0.0% of portfolio
|
Q3 2025
Added 5.44%
|
|
|
Isam Funds (Uk) LTD
London, X0 |
Nov 14, 2025 Q3 2025 |
15,300
shares
|
$969,255
0.22% of portfolio
|
Q3 2025
New holding
|
|
|
Harbor Advisors LLC
|
Nov 12, 2025 Q3 2025 |
14,800
shares
|
$937,580
0.17% of portfolio
|
Q3 2018
Added 25.42%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
14,731
shares
|
$933,208
0.0% of portfolio
|
Q3 2022
Added 1.68%
|
|
|
Jump Financial, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
14,700
shares
|
$931,245
0.01% of portfolio
|
Q3 2025
Added 208.24%
|
|
|
Virginia Retirement Systems Et Al
Richmond, VA |
Oct 20, 2025 Q3 2025 |
14,700
shares
|
$931,245
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Oct 31, 2025 Q3 2025 |
14,633
shares
|
$927,000
0.01% of portfolio
|
Q3 2025
Added 19.22%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
14,539
shares
|
$921,045
0.01% of portfolio
|
Q3 2025
Added 0.94%
|
|
|
Pro Share Advisors LLC
|
Nov 05, 2025 Q3 2025 |
14,005
shares
|
$887,216
0.0% of portfolio
|
Q3 2025
Reduced 15.61%
|
|
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
Nov 07, 2025 Q3 2025 |
13,812
shares
|
$874,990
0.18% of portfolio
|
Q3 2025
Added 101.75%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
13,598
shares
|
$861,433
0.0% of portfolio
|
Q3 2025
Reduced 1.59%
|
|
|
J2 Capital Management Inc
|
Oct 14, 2025 Q3 2025 |
13,536
shares
|
$857,505
0.76% of portfolio
|
Q3 2025
New holding
|
|
|
Argent Trust CO
Nashville, TN |
Nov 12, 2025 Q3 2025 |
13,297
shares
|
$842,364
0.03% of portfolio
|
Q3 2025
Reduced 1.96%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
12,856
shares
|
$814,427
0.0% of portfolio
|
Q3 2025
Reduced 17.48%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
12,675
shares
|
$802,961
0.0% of portfolio
|
Q3 2025
Added 22.56%
|
|
|
Y Intercept (Hong Kong) LTD
|
Oct 31, 2025 Q3 2025 |
12,254
shares
|
$776,290
0.02% of portfolio
|
Q3 2025
Reduced 82.3%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
12,139
shares
|
$769,005
0.01% of portfolio
|
Q4 2024
Reduced 0.61%
|
|
|
Impact Capital Partners LLC
Greenwood Village, CO |
Oct 27, 2025 Q3 2025 |
12,000
shares
|
$760,200
0.26% of portfolio
|
Q3 2025
Added 1.24%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
11,772
shares
|
$745,756
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Quantum Private Wealth, LLC
Lake Forest, IL |
Nov 10, 2025 Q3 2025 |
11,752
shares
|
$744,489
0.26% of portfolio
|
Q4 2023
Reduced 0.11%
|
|
|
Invst, LLC
Indianapolis, IN |
Oct 16, 2025 Q2 2025 |
11,331
shares
|
$717,818
0.09% of portfolio
|
Q2 2025
Reduced 3.91%
|
|