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 |
|---|---|---|---|---|---|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
11,160
shares
|
$706,986
0.02% of portfolio
|
Q3 2025
Reduced 1.26%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
10,902
shares
|
$690,641
0.0% of portfolio
|
Q3 2025
Reduced 88.09%
|
|
|
Pictet Asset Management Holding Sa
Carouge, V8 |
Nov 18, 2025 Q3 2025 |
10,717
shares
|
$678,921
0.0% of portfolio
|
Q3 2025
Added 12.49%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
10,714
shares
|
$678,731
0.0% of portfolio
|
Q3 2025
Added 45.22%
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
10,703
shares
|
$678,035
0.14% of portfolio
|
Q3 2023
Added 0.91%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 13, 2025 Q3 2025 |
10,669
shares
|
$675,881
0.0% of portfolio
|
Q3 2025
Added 147.25%
|
|
|
Maryland State Retirement & Pension System
|
Oct 28, 2025 Q3 2025 |
10,664
shares
|
$675,564
0.02% of portfolio
|
Q3 2025
Reduced 51.08%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
10,639
shares
|
$673,980
0.0% of portfolio
|
Q3 2025
Added 6.2%
|
|
|
Cornerstone Investment Partners, LLC
|
Nov 06, 2025 Q3 2025 |
10,419
shares
|
$660,043
0.03% of portfolio
|
Q3 2025
Added 0.64%
|
|
|
Versor Investments LP
|
Nov 06, 2025 Q3 2025 |
10,300
shares
|
$652,505
0.15% of portfolio
|
Q3 2025
New holding
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
10,246
shares
|
$649,084
0.0% of portfolio
|
Q3 2025
Added 2.16%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
10,236
shares
|
$648,450
0.0% of portfolio
|
Q3 2025
Added 2.37%
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
10,081
shares
|
$638,631
0.0% of portfolio
|
Q3 2025
Reduced 1.15%
|
|
|
Hrt Financial LP
New York, NY |
Nov 14, 2025 Q3 2025 |
9,939
shares
|
$629,635
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Oct 30, 2025 Q3 2025 |
9,621
shares
|
$609,490
0.06% of portfolio
|
Q3 2025
Reduced 0.52%
|
|
|
State Of Wyoming
Cheyenne, WY |
Nov 04, 2025 Q3 2025 |
9,459
shares
|
$599,227
0.08% of portfolio
|
Q3 2025
Reduced 7.51%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
9,455
shares
|
$598,974
0.01% of portfolio
|
Q3 2025
Added 66.4%
|
|
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
Nov 14, 2025 Q3 2025 |
9,400
shares
|
$595,490
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Curated Wealth Partners LLC
|
Oct 09, 2025 Q3 2025 |
9,389
shares
|
$594,793
0.08% of portfolio
|
Q3 2025
Added 4.08%
|
|
|
Cibc World Markets Corp
New York, NY |
Aug 14, 2025 Q2 2025 |
9,163
shares
|
$580,476
0.0% of portfolio
|
Q2 2025
Reduced 41.57%
|
|
|
Peak6 Investments LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
9,094
shares
|
$576,104
0.0% of portfolio
|
Q3 2024
Added 570.65%
|
|
|
Entropy Technologies, LP
New York, NY |
Nov 13, 2025 Q3 2025 |
8,995
shares
|
$569,833
0.05% of portfolio
|
Q3 2025
Reduced 56.13%
|
|
|
Peak Financial Advisors LLC
|
Oct 08, 2025 Q3 2025 |
8,779
shares
|
$556,149
0.39% of portfolio
|
Q3 2025
Reduced 0.4%
|
|
|
First National Advisers, LLC
Omaha, NE |
Oct 28, 2025 Q3 2025 |
8,720
shares
|
$552,412
0.09% of portfolio
|
Q3 2025
Added 4.86%
|
|
|
Xtx Topco LTD
London, X0 |
Nov 14, 2025 Q3 2025 |
8,711
shares
|
$551,841
0.04% of portfolio
|
Q3 2025
Reduced 44.7%
|
|