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Moelis & Company (MC) Institutional Ownership

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$57.14 -3.04 (-5.05%)
As of 02:56 PM Eastern
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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)
238
Total
Institutional Inflows
(last 12 months)
$947.46M
Number of
Institutional Sellers
(last 12 months)
139
Total
Institutional Outflows
(last 12 months)
$530.74M
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MC Institutional Buying and Selling by Quarter

Moelis & Company Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/20/2025Intech Investment Management LLC41,063$2.40M0.0%+61.6%0.052%
5/19/2025 UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC169,277$9.88M0.0%-3.7%0.216%
5/16/2025 Empowered Funds LLC42,828$2.50M0.0%+37.6%0.055%
5/16/2025 Axiom Investors LLC DE148,130$8.65M0.1%-47.7%0.189%
5/16/2025 United Services Automobile Association4,558$264K0.0%N/A0.006%
5/16/2025 Fred Alger Management LLC66,402$3.88M0.0%-70.1%0.085%
5/16/2025 Goldman Sachs Group Inc.2,356,893$137.55M0.0%+32.6%3.002%
5/16/2025 Kestra Investment Management LLC1,463$85K0.0%-25.8%0.002%
5/16/2025 Teza Capital Management LLC6,134$358K0.2%+8.3%0.008%
5/16/2025 Scientech Research LLC13,875$810K0.2%N/A0.018%
5/16/2025 Petrus Trust Company LTA3,787$221K0.0%N/A0.005%
5/16/2025 Millennium Management LLC465,677$27.18M0.0%+311.4%0.593%
5/16/2025 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.42,080$2.46M0.0%+4.6%0.054%
5/16/2025 Integrated Wealth Concepts LLC4,799$280K0.0%+9.9%0.006%
5/16/2025 Jacobs Levy Equity Management Inc.203,968$11.90M0.0%+72.5%0.260%
5/16/2025 EFG Asset Management North America Corp.72,187$4.21M0.7%-0.6%0.092%
5/16/2025 Cinctive Capital Management LP22,217$1.30M0.1%-63.3%0.028%
5/16/2025 AQR Capital Management LLC193,466$11.29M0.0%+405.1%0.246%
5/15/2025 Cubist Systematic Strategies LLC182,826$10.67M0.1%N/A0.233%
5/15/2025 Royal Bank of Canada464,633$27.12M0.0%+5.1%0.592%
5/15/2025 Alamea Verwaltungs GmbH6,273$366K0.3%N/A0.008%
5/15/2025 Vident Advisory LLC3,823$223K0.0%+23.4%0.005%
5/15/2025 Magnetar Financial LLC23,631$1.38M0.0%N/A0.030%
5/15/2025 Canada Pension Plan Investment Board68,400$3.99M0.0%+250.8%0.087%
5/15/2025 State of Wyoming14,600$852K0.1%+39.9%0.019%
5/15/2025 Timucuan Asset Management Inc. FL1,417,062$82.70M2.5%-29.1%1.805%
5/15/2025 Trexquant Investment LP161,749$9.44M0.1%+158.9%0.206%
5/14/2025 B. Metzler seel. Sohn & Co. AG43,547$2.54M0.0%+4.9%0.055%
5/14/2025 Ieq Capital LLC16,707$975K0.0%N/A0.021%
5/14/2025 Gamco Investors INC. ET AL6,000$350K0.0%N/A0.008%
5/14/2025 Cramer Rosenthal Mcglynn LLC114,898$6.71M0.5%-55.8%0.146%
5/14/2025 Corebridge Financial Inc.36,903$2.15M0.0%-1.9%0.047%
5/14/2025 Virtus Advisers LLC10,900$636K0.8%N/A0.014%
5/14/2025 Comerica Bank47,200$2.76M0.0%-2.5%0.060%
5/14/2025 Kayne Anderson Rudnick Investment Management LLC6,920,207$403.86M1.0%-2.5%8.815%
5/14/2025 MetLife Investment Management LLC40,928$2.39M0.0%-4.0%0.052%
5/14/2025 Campbell & CO Investment Adviser LLC45,688$2.67M0.2%N/A0.058%
5/14/2025 Axiom Investors LLC DE148,130$8.65M0.1%-47.7%0.189%
5/14/2025 Jump Financial LLC59,881$3.50M0.0%+94.3%0.076%
5/14/2025 AlphaQuest LLC32,071$1.87M0.2%+3,768.6%0.041%
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5/14/2025 Ameriprise Financial Inc.2,260,345$131.91M0.0%+4.4%2.879%
5/14/2025 BI Asset Management Fondsmaeglerselskab A S2,130$124K0.0%N/A0.003%
5/14/2025 Hsbc Holdings PLC36,933$2.13M0.0%-72.6%0.047%
5/14/2025 Quantbot Technologies LP30,825$1.80M0.1%+34.8%0.039%
5/13/2025 Northern Trust Corp858,968$50.13M0.0%-0.1%1.094%
5/13/2025 Versor Investments LP24,539$1.43M0.2%N/A0.031%
5/13/2025 Algert Global LLC63,940$3.73M0.1%-30.2%0.081%
5/13/2025 Raymond James Financial Inc.425,732$24.85M0.0%+12.9%0.542%
5/13/2025 Vestmark Advisory Solutions Inc.96,316$5.62M0.1%+73.8%0.123%
5/13/2025 Lord Abbett & CO. LLC644,943$37.64M0.1%-27.9%0.821%
5/13/2025 Russell Investments Group Ltd.27,208$1.59M0.0%+57.2%0.035%
5/13/2025 Callan Family Office LLC6,151$359K0.0%-68.9%0.008%
5/13/2025 HighTower Advisors LLC958,902$55.96M0.1%+9.5%1.221%
5/13/2025 Trajan Wealth LLC5,027$293K0.0%+60.5%0.006%
5/12/2025 Public Sector Pension Investment Board223,818$13.06M0.1%+27.3%0.285%
5/12/2025 Nuveen LLC335,185$19.56M0.0%N/A0.427%
5/12/2025 Aigen Investment Management LP4,996$292K0.0%N/A0.006%
5/12/2025 Entropy Technologies LP20,505$1.20M0.1%+267.8%0.026%
5/12/2025 Invesco Ltd.320,103$18.68M0.0%-7.3%0.408%
5/12/2025 Townsquare Capital LLC20,602$1.20M0.0%+5.5%0.026%
5/12/2025 Citigroup Inc.127,213$7.42M0.0%+28.1%0.162%
5/12/2025 Swiss National Bank136,800$7.98M0.0%-1.2%0.174%
5/12/2025 Maryland State Retirement & Pension System20,588$1.20M0.0%-13.4%0.026%
5/9/2025 Deutsche Bank AG293,408$17.12M0.0%+14.9%0.374%
5/9/2025 Charles Schwab Investment Management Inc.2,942,299$171.71M0.0%+214.5%3.748%
5/9/2025 Vanguard Group Inc.8,305,688$484.72M0.0%+1.9%10.579%
5/9/2025 New Age Alpha Advisors LLC1,842$107K0.0%N/A0.002%
5/9/2025 Argent Trust Co12,997$759K0.0%+35.5%0.017%
5/9/2025 PNC Financial Services Group Inc.7,673$448K0.0%-46.1%0.010%
5/8/2025 US Bancorp DE10,847$633K0.0%+3.9%0.014%
5/8/2025 Natixis Advisors LLC615,169$35.90M0.1%+3.5%0.784%
5/8/2025 Bayforest Capital Ltd29,851$1.74M0.8%+3,395.4%0.038%
5/8/2025 Vestcor Inc5,006$292K0.0%N/A0.006%
5/8/2025 XTX Topco Ltd13,078$763K0.0%+241.1%0.017%
5/8/2025 Harvest Fund Management Co. Ltd698$41K0.0%-63.2%0.001%
5/8/2025 GSA Capital Partners LLP11,278$658K0.1%N/A0.014%
5/8/2025 Federated Hermes Inc.32,423$1.89M0.0%N/A0.041%
5/7/2025 Picton Mahoney Asset Management7,066$412K0.0%N/A0.009%
5/7/2025 Mackenzie Financial Corp27,761$1.62M0.0%+39.1%0.035%
5/7/2025 First National Advisers LLC7,825$457K0.1%N/A0.010%
5/7/2025 LPL Financial LLC61,888$3.61M0.0%+7.1%0.079%
5/7/2025 Zurcher Kantonalbank Zurich Cantonalbank 18,252$1.07M0.0%-3.6%0.023%
5/6/2025 Cetera Investment Advisers6,913$403K0.0%+9.9%0.009%
5/6/2025 Royce & Associates LP80,609$4.70M0.1%-7.1%0.108%
5/6/2025 Princeton Capital Management LLC4,000$233K0.1%+33.3%0.005%
5/6/2025 Madison Asset Management LLC1,264,200$73.78M0.8%+8.5%1.687%
5/6/2025 Legato Capital Management LLC5,547$324K0.0%N/A0.007%
5/6/2025 KLP Kapitalforvaltning AS13,900$811K0.0%-5.4%0.019%
5/6/2025 Universal Beteiligungs und Servicegesellschaft mbH9,300$543K0.0%N/A0.012%
5/6/2025 Y Intercept Hong Kong Ltd24,384$1.42M0.1%N/A0.033%
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5/6/2025 Choreo LLC5,075$296K0.0%+5.1%0.007%
5/5/2025 Allianz Asset Management GmbH34,349$2.01M0.0%-12.7%0.046%
5/5/2025 Private Advisor Group LLC5,536$323K0.0%-6.8%0.007%
5/5/2025 Diversify Advisory Services LLC20,002$1.07M0.1%+30.9%0.027%
5/5/2025 Capital Management Corp VA209,653$12.24M2.1%+15.8%0.280%
5/5/2025 Jackson Creek Investment Advisors LLC19,669$1.15M0.4%N/A0.026%
5/5/2025 Jennison Associates LLC485,238$28.32M0.0%+457.0%0.647%
5/2/2025 Tributary Capital Management LLC425,782$24.85M2.2%-3.2%0.568%
5/2/2025 Verdence Capital Advisors LLC38,675$2.26M0.2%+15.2%0.052%
5/2/2025 Victory Capital Management Inc.79,427$4.64M0.0%-7.5%0.106%
(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, 365 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 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 319 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: 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 21,901,023 shares in the last 24 months. This purchase volume represents approximately $1.32B in transactions.

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

Of the 179 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: Wasatch Advisors LP ($1.42M), Timucuan Asset Management Inc. FL ($1.18M), Westwood Holdings Group Inc. ($772.44K), JPMorgan Chase & Co. ($744.52K), Assenagon Asset Management S.A. ($689.18K), Ameriprise Financial Inc. ($518.02K), and Principal Financial Group Inc. ($499.01K).

How much institutional selling is happening at Moelis & Company?

Institutional investors have sold a total of 11,834,227 shares in the last 24 months. This volume of shares sold represents approximately $717.06M in transactions.



This page (NYSE:MC) was last updated on 5/21/2025 by MarketBeat.com Staff
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