Institutional Ownership Moelis & CO (MC)
This table provides information about the institutional ownership of Moelis & CO (MC). We have compiled data on the 393 institutions that hold shares in the stock, with a total of 74.3 Million shares, which have been reported (via 13F filing form) to have a value of $3.97 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
11,112
shares
|
$593,936
0.0% of portfolio
|
Q1 2025
Added 510.21%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
10,847
shares
|
$579,772
0.0% of portfolio
|
Q1 2025
Added 3.93%
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
10,703
shares
|
$572,075
0.14% of portfolio
|
Q3 2023
Added 0.91%
|
|
|
State Of Wisconsin Investment Board
Madison, WI |
Feb 14, 2025 Q4 2024 |
10,654
shares
|
$569,456
0.0% of portfolio
|
Q4 2024
Reduced 11.33%
|
|
|
State Of Wyoming
Cheyenne, WY |
Feb 14, 2025 Q4 2024 |
10,437
shares
|
$557,857
0.1% of portfolio
|
Q4 2024
Added 526.09%
|
|
|
Pictet Asset Management Holding Sa
Carouge, V8 |
May 05, 2025 Q1 2025 |
10,384
shares
|
$555,024
0.0% of portfolio
|
Q1 2025
Added 4.86%
|
|
|
Cornerstone Investment Partners, LLC
|
Apr 30, 2025 Q1 2025 |
10,272
shares
|
$549,038
0.03% of portfolio
|
Q1 2025
Added 1.16%
|
|
|
Fieldview Capital Management, LLC
Niles, MI |
Feb 14, 2025 Q4 2024 |
9,840
shares
|
$525,948
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Pitcairn CO
Jenkintown, PA |
May 09, 2025 Q1 2025 |
9,798
shares
|
$523,703
0.04% of portfolio
|
Q1 2025
Added 1.15%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
9,744
shares
|
$520,816
0.01% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Apr 10, 2025 Q1 2025 |
9,671
shares
|
$516,914
0.05% of portfolio
|
Q1 2025
Reduced 4.92%
|
|
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
May 06, 2025 Q1 2025 |
9,300
shares
|
$497,085
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Peak6 Investments LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
9,094
shares
|
$486,074
0.0% of portfolio
|
Q3 2024
Added 570.65%
|
|
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
8,969
shares
|
$479,393
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Curated Wealth Partners LLC
|
Apr 15, 2025 Q1 2025 |
8,906
shares
|
$476,025
0.07% of portfolio
|
Q1 2025
Added 3.53%
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
8,752
shares
|
$467,794
0.0% of portfolio
|
Q4 2024
Added 13.88%
|
|
|
Wesbanco Bank Inc
|
Apr 14, 2025 Q1 2025 |
8,709
shares
|
$465,496
0.02% of portfolio
|
Q4 2024
Reduced 11.21%
|
|
|
Peak Financial Advisors LLC
|
Apr 10, 2025 Q1 2025 |
8,567
shares
|
$457,906
0.32% of portfolio
|
Q1 2025
Added 2.44%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
8,292
shares
|
$443,207
0.01% of portfolio
|
Q1 2025
Reduced 1.57%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
8,173
shares
|
$436,846
0.0% of portfolio
|
Q4 2024
Added 0.75%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
7,966
shares
|
$425,782
0.0% of portfolio
|
Q4 2024
Added 45.95%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
7,945
shares
|
$424,660
0.0% of portfolio
|
Q1 2025
Added 213.29%
|
|
|
First National Advisers, LLC
Omaha, NE |
May 07, 2025 Q1 2025 |
7,825
shares
|
$418,246
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
7,673
shares
|
$410,121
0.0% of portfolio
|
Q1 2025
Reduced 46.13%
|
|
|
Public Employees Retirement Association Of Colorado
Denver, CO |
May 12, 2025 Q1 2025 |
7,648
shares
|
$408,785
0.0% of portfolio
|
Q3 2023
Added 26.94%
|