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Moelis & Company (MC) Institutional Ownership

Moelis & Company logo
$63.97 +1.65 (+2.65%)
Closing price 07/1/2025 03:59 PM Eastern
Extended Trading
$63.88 -0.09 (-0.13%)
As of 07:00 AM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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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)
241
Total
Institutional Inflows
(last 12 months)
$950.51M
Number of
Institutional Sellers
(last 12 months)
140
Total
Institutional Outflows
(last 12 months)
$537.63M
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Skip Chart & View Institutional Buying and Selling Data

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
6/18/2025Voya Investment Management LLC343,099$20.02M0.0%+5.9%0.437%
6/6/2025eCIO Inc.852$50K0.0%N/A0.001%
6/3/2025Invst LLC11,792$688K0.1%N/A0.015%
6/2/2025Hodges Capital Management Inc.5,715$334K0.0%-95.4%0.007%
5/28/2025Strs Ohio20,400$1.19M0.0%N/A0.026%
5/20/2025Intech Investment Management LLC41,063$2.40M0.0%+61.6%0.052%
5/19/2025UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC169,277$9.88M0.0%-3.7%0.216%
5/16/2025Empowered Funds LLC42,828$2.50M0.0%+37.6%0.055%
5/16/2025Axiom Investors LLC DE148,130$8.65M0.1%-47.7%0.189%
5/16/2025United Services Automobile Association4,558$264K0.0%N/A0.006%
5/16/2025Fred Alger Management LLC66,402$3.88M0.0%-70.1%0.085%
5/16/2025Goldman Sachs Group Inc.2,356,893$137.55M0.0%+32.6%3.002%
5/16/2025Kestra Investment Management LLC1,463$85K0.0%-25.8%0.002%
5/16/2025Teza Capital Management LLC6,134$358K0.2%+8.3%0.008%
5/16/2025Scientech Research LLC13,875$810K0.2%N/A0.018%
5/16/2025Petrus Trust Company LTA3,787$221K0.0%N/A0.005%
5/16/2025Millennium Management LLC465,677$27.18M0.0%+311.4%0.593%
5/16/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.42,080$2.46M0.0%+4.6%0.054%
5/16/2025Integrated Wealth Concepts LLC4,799$280K0.0%+9.9%0.006%
5/16/2025Jacobs Levy Equity Management Inc.203,968$11.90M0.0%+72.5%0.260%
5/16/2025EFG Asset Management North America Corp.72,187$4.21M0.7%-0.6%0.092%
5/16/2025Cinctive Capital Management LP22,217$1.30M0.1%-63.3%0.028%
5/16/2025AQR Capital Management LLC193,466$11.29M0.0%+405.1%0.246%
5/15/2025Cubist Systematic Strategies LLC182,826$10.67M0.1%N/A0.233%
5/15/2025Royal Bank of Canada464,633$27.12M0.0%+5.1%0.592%
5/15/2025Alamea Verwaltungs GmbH6,273$366K0.3%N/A0.008%
5/15/2025Vident Advisory LLC3,823$223K0.0%+23.4%0.005%
5/15/2025Magnetar Financial LLC23,631$1.38M0.0%N/A0.030%
5/15/2025Canada Pension Plan Investment Board68,400$3.99M0.0%+250.8%0.087%
5/15/2025State of Wyoming14,600$852K0.1%+39.9%0.019%
5/15/2025Timucuan Asset Management Inc. FL1,417,062$82.70M2.5%-29.1%1.805%
5/15/2025Trexquant Investment LP161,749$9.44M0.1%+158.9%0.206%
5/14/2025B. Metzler seel. Sohn & Co. AG43,547$2.54M0.0%+4.9%0.055%
5/14/2025Ieq Capital LLC16,707$975K0.0%N/A0.021%
5/14/2025Gamco Investors INC. ET AL6,000$350K0.0%N/A0.008%
5/14/2025Cramer Rosenthal Mcglynn LLC114,898$6.71M0.5%-55.8%0.146%
5/14/2025Corebridge Financial Inc.36,903$2.15M0.0%-1.9%0.047%
5/14/2025Virtus Advisers LLC10,900$636K0.8%N/A0.014%
5/14/2025Comerica Bank47,200$2.76M0.0%-2.5%0.060%
5/14/2025Kayne Anderson Rudnick Investment Management LLC6,920,207$403.86M1.0%-2.5%8.815%
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5/14/2025MetLife Investment Management LLC40,928$2.39M0.0%-4.0%0.052%
5/14/2025Campbell & CO Investment Adviser LLC45,688$2.67M0.2%N/A0.058%
5/14/2025Axiom Investors LLC DE148,130$8.65M0.1%-47.7%0.189%
5/14/2025Jump Financial LLC59,881$3.50M0.0%+94.3%0.076%
5/14/2025AlphaQuest LLC32,071$1.87M0.2%+3,768.6%0.041%
5/14/2025Ameriprise Financial Inc.2,260,345$131.91M0.0%+4.4%2.879%
5/14/2025BI Asset Management Fondsmaeglerselskab A S2,130$124K0.0%N/A0.003%
5/14/2025Hsbc Holdings PLC36,933$2.13M0.0%-72.6%0.047%
5/14/2025Quantbot Technologies LP30,825$1.80M0.1%+34.8%0.039%
5/13/2025Northern Trust Corp858,968$50.13M0.0%-0.1%1.094%
5/13/2025Versor Investments LP24,539$1.43M0.2%N/A0.031%
5/13/2025Algert Global LLC63,940$3.73M0.1%-30.2%0.081%
5/13/2025Raymond James Financial Inc.425,732$24.85M0.0%+12.9%0.542%
5/13/2025Vestmark Advisory Solutions Inc.96,316$5.62M0.1%+73.8%0.123%
5/13/2025Lord Abbett & CO. LLC644,943$37.64M0.1%-27.9%0.821%
5/13/2025Russell Investments Group Ltd.27,208$1.59M0.0%+57.2%0.035%
5/13/2025Callan Family Office LLC6,151$359K0.0%-68.9%0.008%
5/13/2025HighTower Advisors LLC958,902$55.96M0.1%+9.5%1.221%
5/13/2025Trajan Wealth LLC5,027$293K0.0%+60.5%0.006%
5/12/2025Public Sector Pension Investment Board223,818$13.06M0.1%+27.3%0.285%
5/12/2025Nuveen LLC335,185$19.56M0.0%N/A0.427%
5/12/2025Aigen Investment Management LP4,996$292K0.0%N/A0.006%
5/12/2025Entropy Technologies LP20,505$1.20M0.1%+267.8%0.026%
5/12/2025Invesco Ltd.320,103$18.68M0.0%-7.3%0.408%
5/12/2025Townsquare Capital LLC20,602$1.20M0.0%+5.5%0.026%
5/12/2025Citigroup Inc.127,213$7.42M0.0%+28.1%0.162%
5/12/2025Swiss National Bank136,800$7.98M0.0%-1.2%0.174%
5/12/2025Maryland State Retirement & Pension System20,588$1.20M0.0%-13.4%0.026%
5/9/2025Deutsche Bank AG293,408$17.12M0.0%+14.9%0.374%
5/9/2025Charles Schwab Investment Management Inc.2,942,299$171.71M0.0%+214.5%3.748%
5/9/2025Vanguard Group Inc.8,305,688$484.72M0.0%+1.9%10.579%
5/9/2025New Age Alpha Advisors LLC1,842$107K0.0%N/A0.002%
5/9/2025Argent Trust Co12,997$759K0.0%+35.5%0.017%
5/9/2025PNC Financial Services Group Inc.7,673$448K0.0%-46.1%0.010%
5/8/2025US Bancorp DE10,847$633K0.0%+3.9%0.014%
5/8/2025Natixis Advisors LLC615,169$35.90M0.1%+3.5%0.784%
5/8/2025Bayforest Capital Ltd29,851$1.74M0.8%+3,395.4%0.038%
5/8/2025Vestcor Inc5,006$292K0.0%N/A0.006%
5/8/2025XTX Topco Ltd13,078$763K0.0%+241.1%0.017%
5/8/2025Harvest Fund Management Co. Ltd698$41K0.0%-63.2%0.001%
5/8/2025GSA Capital Partners LLP11,278$658K0.1%N/A0.014%
5/8/2025Federated Hermes Inc.32,423$1.89M0.0%N/A0.041%
5/7/2025Picton Mahoney Asset Management7,066$412K0.0%N/A0.009%
5/7/2025Mackenzie Financial Corp27,761$1.62M0.0%+39.1%0.035%
5/7/2025First National Advisers LLC7,825$457K0.1%N/A0.010%
5/7/2025LPL Financial LLC61,888$3.61M0.0%+7.1%0.079%
5/7/2025Zurcher Kantonalbank Zurich Cantonalbank 18,252$1.07M0.0%-3.6%0.023%
5/6/2025Cetera Investment Advisers6,913$403K0.0%+9.9%0.009%
5/6/2025Royce & Associates LP80,609$4.70M0.1%-7.1%0.108%
5/6/2025Princeton Capital Management LLC4,000$233K0.1%+33.3%0.005%
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5/6/2025Madison Asset Management LLC1,264,200$73.78M0.8%+8.5%1.687%
5/6/2025Legato Capital Management LLC5,547$324K0.0%N/A0.007%
5/6/2025KLP Kapitalforvaltning AS13,900$811K0.0%-5.4%0.019%
5/6/2025Universal Beteiligungs und Servicegesellschaft mbH9,300$543K0.0%N/A0.012%
5/6/2025Y Intercept Hong Kong Ltd24,384$1.42M0.1%N/A0.033%
5/6/2025Choreo LLC5,075$296K0.0%+5.1%0.007%
5/5/2025Allianz Asset Management GmbH34,349$2.01M0.0%-12.7%0.046%
5/5/2025Private Advisor Group LLC5,536$323K0.0%-6.8%0.007%
5/5/2025Diversify Advisory Services LLC20,002$1.07M0.1%+30.9%0.027%
5/5/2025Capital Management Corp VA209,653$12.24M2.1%+15.8%0.280%
(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, 366 institutional investors and hedge funds held shares of Moelis & Company. The most heavily invested institutionals were Vanguard Group Inc. ($484.72M), Kayne Anderson Rudnick Investment Management LLC ($403.86M), London Co. of Virginia ($271.05M), Wasatch Advisors LP ($194.49M), State Street Corp ($187.30M), Charles Schwab Investment Management Inc. ($171.71M), and Goldman Sachs Group Inc. ($137.55M).Learn more on Moelis & Company's institutional investors.

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

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

Which institutional investors have been buying Moelis & Company's stock?

Of the 320 institutional investors that purchased Moelis & Company's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Charles Schwab Investment Management Inc. ($2.15M), Norges Bank ($1.46M), Goldman Sachs Group Inc. ($1.25M), Madison Investment Advisors LLC ($1.16M), Assenagon Asset Management S.A. ($932.94K), Raymond James Financial Inc. ($802.76K), and Natixis Advisors LLC ($571.90K).

How much institutional buying is happening at Moelis & Company?

Institutional investors have bought a total of 14,467,429 shares in the last 24 months. This purchase volume represents approximately $950.51M in transactions.

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

Of the 140 institutional investors that sold Moelis & Company's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Timucuan Asset Management Inc. FL ($1.17M), Wasatch Advisors LP ($949.29K), Assenagon Asset Management S.A. ($689.18K), Westwood Holdings Group Inc. ($524.18K), Lord Abbett & CO. LLC ($474.49K), Heard Capital LLC ($352.35K), and Kayne Anderson Rudnick Investment Management LLC ($313.63K).

How much institutional selling is happening at Moelis & Company?

Institutional investors have sold a total of 8,199,932 shares in the last 24 months. This volume of shares sold represents approximately $537.63M in transactions.


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This page (NYSE:MC) was last updated on 7/2/2025 by MarketBeat.com Staff
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