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Moelis & Company (MC) Institutional Ownership

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Institutional Ownership Changes (13F Filings) for Moelis & Company (NYSE:MC)

Current
Institutional Ownership
Percentage
91.53%
Number of
Institutional Buyers
(last 12 months)
155
Total
Institutional Inflows
(last 12 months)
$421.56M
Number of
Institutional Sellers
(last 12 months)
99
Total
Institutional Outflows
(last 12 months)
$202.11M
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MC Institutional Buying and Selling by Quarter

Moelis & Company Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/30/2024Naples Global Advisors LLC9,846$559K0.1%-11.9%0.014%
4/29/2024Principal Financial Group Inc.346,907$19.69M0.0%-56.5%0.487%
4/29/2024Benjamin F. Edwards & Company Inc.836$47K0.0%+510.2%0.001%
4/26/2024 Yousif Capital Management LLC30,600$1.74M0.0%-9.9%0.043%
4/26/2024 Verdence Capital Advisors LLC32,518$1.85M0.2%-1.6%0.046%
4/25/2024 New York State Teachers Retirement System18,046$1.02M0.0%-14.2%0.025%
4/24/2024 Verity & Verity LLC5,000$284K0.1%N/A0.007%
4/24/2024 Assenagon Asset Management S.A.26,286$1.49M0.0%N/A0.037%
4/23/2024 Louisiana State Employees Retirement System33,000$1.87M0.0%-1.2%0.046%
4/23/2024 Wesbanco Bank Inc.9,809$557K0.0%N/A0.014%
4/23/2024 KLR Investment Advisors LLC5,966$318K0.2%+27.9%0.008%
4/22/2024 Raymond James & Associates363,668$20.65M0.0%-1.2%0.511%
4/20/2024 Maryland State Retirement & Pension System24,022$1.36M0.0%-0.9%0.034%
4/19/2024 State of Alaska Department of Revenue40,612$2.31M0.0%-0.9%0.057%
4/18/2024 Wasatch Advisors LP3,417,643$194.02M1.0%+4.9%4.802%
4/18/2024 Tributary Capital Management LLC435,383$24.72M2.0%-1.4%0.612%
4/18/2024 Hexagon Capital Partners LLC657$37K0.0%+147.9%0.001%
4/18/2024 O ROURKE & COMPANY Inc6,181$351K0.2%+9.5%0.009%
4/18/2024 Blue Zone Wealth Advisors LLC56,595$3.21M1.1%N/A0.080%
4/17/2024 Strata Wealth Advisors LLC30,143$1.71M0.6%-42.1%0.042%
4/17/2024 Hennion & Walsh Asset Management Inc.31,698$1.80M0.1%-6.1%0.045%
4/16/2024 Ausbil Investment Management Ltd11,526$647K0.3%-19.1%0.016%
4/16/2024 Wealth Enhancement Advisory Services LLC89,173$5.06M0.0%N/A0.125%
4/12/2024 Salvus Wealth Management LLC61,653$3.50M2.4%-0.8%0.087%
4/12/2024 Peak Financial Advisors LLC8,715$495K0.3%+2.9%0.012%
4/5/2024 Juncture Wealth Strategies LLC6,300$358K0.2%-45.7%0.009%
3/25/2024Quadrature Capital Ltd30,813$1.73M0.0%-2.1%0.043%
3/22/2024PNC Financial Services Group Inc.28,321$1.59M0.0%-11.1%0.040%
3/11/2024Vanguard Group Inc.7,772,642$436.28M0.0%-0.2%10.921%
3/5/2024Fisher Asset Management LLC67,365$3.78M0.0%-7.4%0.095%
3/1/2024Goldman Sachs Group Inc.3,374,385$189.40M0.0%+11.0%4.742%
2/28/2024American International Group Inc.36,360$2.04M0.0%-0.8%0.051%
2/16/2024Winslow Asset Management Inc.174,963$9.82M2.0%+1.5%0.246%
2/15/2024Bridgefront Capital LLC11,363$638K0.5%N/A0.016%
2/14/2024 Wasatch Advisors LP3,257,846$182.86M1.0%-5.6%4.579%
2/14/2024Azora Capital LP188,858$10.60M0.9%N/A0.265%
2/14/2024Quadrature Capital Ltd30,813$1.73M0.0%-2.1%0.043%
2/14/2024Westwood Holdings Group Inc.1,122,386$63M0.5%-13.7%1.577%
2/14/2024CenterBook Partners LP26,553$1.49M0.2%-75.1%0.037%
2/13/2024First National Bank of Omaha48,473$2.72M0.2%-3.0%0.068%
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2/13/2024Gabelli Funds LLC26,550$1.49M0.0%+3.7%0.037%
2/13/2024Goldman Sachs Group Inc.3,374,385$189.40M0.0%+11.0%4.743%
2/13/2024Blueshift Asset Management LLC3,876$218K0.1%N/A0.005%
2/13/2024Heard Capital LLC1,858,119$104.30M6.9%-0.3%2.612%
2/12/2024Alberta Investment Management Corp37,500$2.11M0.0%-17.5%0.053%
2/12/2024Madison Asset Management LLC1,399,649$78.56M1.1%+4.5%1.967%
2/12/2024Evoke Wealth LLC54,859$3.08M0.1%N/A0.077%
2/12/2024TFO Wealth Partners LLC4,298$241K0.0%+61,300.0%0.006%
2/12/2024Stifel Financial Corp231,230$12.98M0.0%+9.6%0.325%
2/12/2024Steward Partners Investment Advisory LLC10,158$570K0.0%+5.7%0.014%
2/12/2024Artisan Partners Limited Partnership1,079,047$60.57M0.1%-3.6%1.517%
2/12/2024Hsbc Holdings PLC104,496$5.91M0.0%+0.4%0.147%
2/9/2024Orion Portfolio Solutions LLC45,829$2.57M0.0%-5.8%0.064%
2/9/2024US Bancorp DE11,231$630K0.0%+24.2%0.016%
2/9/2024Assetmark Inc.1,505$84K0.0%+22.5%0.002%
2/9/2024D.A. Davidson & CO.7,056$396K0.0%+5.9%0.010%
2/9/2024Wells Fargo & Company MN1,077,545$60.48M0.0%-1.2%1.514%
2/9/2024UBS Group AG143,711$8.07M0.0%+17.9%0.202%
2/9/2024PNC Financial Services Group Inc.28,321$1.59M0.0%-11.1%0.040%
2/9/2024Norges Bank743,268$41.72M0.0%N/A1.045%
2/8/2024AMG National Trust Bank26,372$1.48M0.0%-1.0%0.037%
2/8/2024First Eagle Investment Management LLC97,051$5.45M0.0%-7.7%0.136%
2/8/2024 KLR Investment Advisors LLC4,665$262K0.2%N/A0.007%
2/8/2024Janney Montgomery Scott LLC36,178$2.03M0.0%-18.3%0.051%
2/8/2024Vanguard Personalized Indexing Management LLC5,418$304K0.0%+9.5%0.008%
2/8/2024Moran Wealth Management LLC58,423$3.28M0.1%+2.5%0.082%
2/7/2024Principal Financial Group Inc.796,756$44.72M0.0%+0.4%1.120%
2/7/2024Dimensional Fund Advisors LP1,123,921$63.09M0.0%-6.3%1.580%
2/7/2024BNP Paribas Financial Markets40,794$2.29M0.0%-22.4%0.057%
2/7/2024Versor Investments LP4,901$275K0.1%N/A0.007%
2/6/2024Charles Schwab Investment Management Inc.814,568$45.72M0.0%+2.8%1.145%
2/6/2024Apollon Wealth Management LLC9,936$558K0.0%N/A0.014%
2/6/2024 Maryland State Retirement & Pension System24,229$1.36M0.0%-1.2%0.034%
2/6/2024Vestmark Advisory Solutions Inc.54,196$3.04M0.2%+5.9%0.076%
2/6/2024M&T Bank Corp26,813$1.51M0.0%+447.3%0.038%
2/6/2024 Amalgamated Bank27,233$1.53M0.0%-2.4%0.038%
2/6/2024 Natixis Advisors L.P.146,449$8.22M0.0%+19.0%0.206%
2/6/2024Swiss National Bank131,200$7.36M0.0%-10.3%0.184%
2/6/2024Fisher Asset Management LLC67,365$3.78M0.0%-7.4%0.095%
2/6/2024 Heritage Wealth Management LLC4,926$276K0.1%N/A0.007%
2/5/2024Victory Capital Management Inc.241,728$13.57M0.0%-6.4%0.340%
2/5/2024Russell Investments Group Ltd.27,701$1.56M0.0%-16.2%0.039%
2/1/2024 GAMMA Investing LLC619$34K0.0%N/A0.001%
2/1/2024New York State Common Retirement Fund56,600$3.18M0.0%-2.4%0.080%
2/1/2024Illinois Municipal Retirement Fund36,110$2.03M0.0%-9.3%0.051%
2/1/2024Jennison Associates LLC93,238$5.23M0.0%-8.2%0.131%
2/1/2024Duality Advisers LP4,568$256K0.0%-84.5%0.006%
2/1/2024 Capital Investment Advisory Services LLC6,728$378K0.0%+11.7%0.009%
2/1/2024Capital Management Corp VA218,527$12.27M2.4%-5.4%0.307%
2/1/2024 Strata Wealth Advisors LLC52,050$2.92M1.2%N/A0.073%
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2/1/2024 Verdence Capital Advisors LLC33,054$1.86M0.2%+1.0%0.046%
1/31/2024Cornerstone Investment Partners LLC46,245$2.60M0.1%+3.8%0.065%
1/31/2024Xponance Inc.4,063$228K0.0%N/A0.006%
1/30/2024 Zurcher Kantonalbank Zurich Cantonalbank14,337$805K0.0%+32.8%0.020%
1/30/2024Mackenzie Financial Corp4,223$237K0.0%N/A0.006%
1/30/2024Strs Ohio4,500$252K0.0%+25.0%0.006%
1/29/2024 Louisiana State Employees Retirement System33,400$1.88M0.0%N/A0.047%
1/29/2024NewEdge Wealth LLC50,149$2.82M0.1%-2.2%0.070%
1/29/2024 Friedenthal Financial12,976$728K0.5%N/A0.018%
1/26/2024Cerity Partners LLC5,509$309K0.0%N/A0.008%
(Data available from 1/1/2016 forward)

MC Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of MC shares?

During the previous two years, 275 institutional investors and hedge funds held shares of Moelis & Company. The most heavily invested institutionals were Vanguard Group Inc. ($436.28M), Kayne Anderson Rudnick Investment Management LLC ($328.51M), Wasatch Advisors LP ($194.02M), Goldman Sachs Group Inc. ($189.40M), London Co. of Virginia ($154.26M), Timucuan Asset Management Inc. FL ($137.68M), and Comerica Bank ($106.31M).Learn more on MC's institutional investors.

What percentage of Moelis & Company stock is owned by institutional investors?

91.53% of Moelis & Company stock is owned by institutional investors. Learn more on MC's institutional investor holdings.

Which institutional investors have been buying Moelis & Company stock?

Of the 234 institutional investors that purchased Moelis & Company stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Kayne Anderson Rudnick Investment Management LLC ($1.82M), HighTower Advisors LLC ($983.67K), Madison Asset Management LLC ($949.44K), Wasatch Advisors LP ($774.69K), Norges Bank ($743.27K), Goldman Sachs Group Inc. ($669.24K), and JPMorgan Chase & Co. ($590.88K).

How much institutional buying is happening at Moelis & Company?

Institutional investors have bought a total of 17,519,012 shares in the last 24 months. This purchase volume represents approximately $755.80M in transactions.

Which Moelis & Company major shareholders have been selling company stock?

Of the 152 institutional investors that sold Moelis & Company stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Principal Financial Group Inc. ($589.42K), Wasatch Advisors LP ($466.85K), JPMorgan Chase & Co. ($458.72K), Federated Hermes Inc. ($441.13K), Ameriprise Financial Inc. ($440.55K), Artisan Partners Limited Partnership ($418.22K), and The Manufacturers Life Insurance Company ($405.82K).

How much institutional selling is happening at Moelis & Company?

Institutional investors have sold a total of 7,632,146 shares in the last 24 months. This volume of shares sold represents approximately $327.75M in transactions.


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This page (NYSE:MC) was last updated on 4/30/2024 by MarketBeat.com Staff

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