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 |
|---|---|---|---|---|---|
|
Harbor Advisors LLC
|
Feb 11, 2025 Q4 2024 |
14,800
shares
|
$857,068
0.18% of portfolio
|
Q3 2018
Added 25.42%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
14,731
shares
|
$853,072
0.0% of portfolio
|
Q3 2022
Added 1.68%
|
|
|
Klp Kapitalforvaltning As
Oslo, Q8 |
Feb 11, 2025 Q4 2024 |
14,700
shares
|
$851,277
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Integrated Quantitative Investments LLC
Bellevue, WA |
Feb 12, 2025 Q4 2024 |
14,500
shares
|
$839,695
0.53% of portfolio
|
Q4 2024
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
14,244
shares
|
$824,870
0.0% of portfolio
|
Q4 2024
Reduced 21.83%
|
|
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
Nov 21, 2024 Q3 2024 |
14,166
shares
|
$820,353
0.16% of portfolio
|
Q3 2024
Added 2.16%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
Feb 27, 2025 Q4 2024 |
14,039
shares
|
$812,998
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
13,901
shares
|
$805,006
0.01% of portfolio
|
Q4 2024
Added 0.64%
|
|
|
Cerity Partners LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
13,562
shares
|
$785,375
0.0% of portfolio
|
Q4 2024
Reduced 2.04%
|
|
|
Los Angeles Capital Management LLC
|
Feb 04, 2025 Q4 2024 |
13,167
shares
|
$762,500
0.0% of portfolio
|
Q4 2024
Added 7.5%
|
|
|
First Hawaiian Bank
|
Jan 08, 2025 Q4 2024 |
12,626
shares
|
$731,171
0.03% of portfolio
|
Q3 2022
Reduced 0.57%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
12,139
shares
|
$702,969
0.01% of portfolio
|
Q4 2024
Reduced 0.61%
|
|
|
Omni Star Financial Group, Inc.
|
Feb 14, 2025 Q4 2024 |
12,116
shares
|
$701,637
0.76% of portfolio
|
Q4 2024
Reduced 4.24%
|
|
|
Nebula Research & Development LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
11,799
shares
|
$683,280
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Quantum Private Wealth, LLC
Lake Forest, IL |
Jan 30, 2025 Q4 2024 |
11,752
shares
|
$680,558
0.29% of portfolio
|
Q4 2023
Reduced 0.11%
|
|
|
Impact Capital Partners LLC
Greenwood Village, CO |
Feb 10, 2025 Q4 2024 |
11,097
shares
|
$642,627
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
Amg National Trust Bank
|
Feb 06, 2025 Q4 2024 |
10,876
shares
|
$629,829
0.02% of portfolio
|
Q4 2024
Reduced 33.19%
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
10,703
shares
|
$619,810
0.14% of portfolio
|
Q3 2023
Added 0.91%
|
|
|
State Of Wisconsin Investment Board
Madison, WI |
Feb 14, 2025 Q4 2024 |
10,654
shares
|
$616,973
0.0% of portfolio
|
Q4 2024
Reduced 11.33%
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
10,437
shares
|
$604,406
0.0% of portfolio
|
Q4 2024
Reduced 2.66%
|
|
|
State Of Wyoming
Cheyenne, WY |
Feb 14, 2025 Q4 2024 |
10,437
shares
|
$604,406
0.1% of portfolio
|
Q4 2024
Added 526.09%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Jan 29, 2025 Q4 2024 |
10,171
shares
|
$589,002
0.07% of portfolio
|
Q2 2024
Added 3.3%
|
|
|
Cornerstone Investment Partners, LLC
|
Feb 06, 2025 Q4 2024 |
10,154
shares
|
$588,018
0.04% of portfolio
|
Q4 2024
Reduced 10.34%
|
|
|
Pictet Asset Management Holding Sa
Carouge, V8 |
Feb 12, 2025 Q4 2024 |
9,903
shares
|
$573,482
0.0% of portfolio
|
Q4 2024
Reduced 1.91%
|
|
|
Fieldview Capital Management, LLC
Niles, MI |
Feb 14, 2025 Q4 2024 |
9,840
shares
|
$569,834
0.11% of portfolio
|
Q4 2024
New holding
|