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Moelis & Company (MC) Institutional Ownership

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$54.02 +0.44 (+0.81%)
As of 10:41 AM 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)
204
Total
Institutional Inflows
(last 12 months)
$645.44M
Number of
Institutional Sellers
(last 12 months)
135
Total
Institutional Outflows
(last 12 months)
$434.48M
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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
5/1/2025Diversify Wealth Management LLC76,298$4.07M0.3%+29.4%0.102%
5/1/2025Xponance Inc.5,373$314K0.0%+5.8%0.007%
4/30/2025Cerity Partners LLC17,111$999K0.0%+26.2%0.023%
4/30/2025Nisa Investment Advisors LLC2,943$172K0.0%-17.6%0.004%
4/30/2025Banque Pictet & Cie SA11,524$673K0.0%N/A0.015%
4/30/2025Palisades Investment Partners LLC76,730$4.48M2.2%+0.3%0.102%
4/30/2025M&T Bank Corp28,360$1.66M0.0%-6.9%0.038%
4/29/2025 Richard Bernstein Advisors LLC54,971$3.21M0.1%-3.2%0.073%
4/29/2025 Envestnet Asset Management Inc.357,789$20.88M0.0%+1.4%0.477%
4/29/2025 Bank of New York Mellon Corp639,573$37.33M0.0%-1.8%0.853%
4/29/2025 Capital Investment Advisory Services LLC5,206$304K0.0%-17.6%0.007%
4/29/2025 OneDigital Investment Advisors LLC14,482$845K0.0%+4.2%0.019%
4/28/2025 Principal Financial Group Inc.352,466$20.57M0.0%+2.3%0.470%
4/28/2025 Oregon Public Employees Retirement Fund16,155$943K0.0%-2.8%0.022%
4/28/2025 Teacher Retirement System of Texas110,909$6.47M0.0%+346.5%0.148%
4/28/2025 Pinnacle Financial Partners Inc5,730$334K0.0%N/A0.008%
4/25/2025 New York State Teachers Retirement System16,500$963K0.0%-4.1%0.022%
4/25/2025 Amalgamated Bank20,122$1.17M0.0%-2.5%0.027%
4/24/2025 Mirae Asset Global Investments Co. Ltd.57,523$3.33M0.0%N/A0.077%
4/24/2025 Illinois Municipal Retirement Fund41,743$2.44M0.0%+7.7%0.056%
4/23/2025 Oppenheimer Asset Management Inc.36,504$2.13M0.0%-6.9%0.049%
4/22/2025 Cambridge Investment Research Advisors Inc.4,663$272K0.0%+42.6%0.006%
4/21/2025 Envestnet Portfolio Solutions Inc.5,257$307K0.0%-37.4%0.007%
4/21/2025 State of Alaska Department of Revenue39,112$2.28M0.0%-2.5%0.052%
4/17/2025 Janney Montgomery Scott LLC21,791$1.27M0.0%-2.2%0.029%
4/17/2025 Trust Point Inc.11,519$672K0.1%-35.3%0.015%
4/16/2025 Wealth Enhancement Advisory Services LLC253,658$14.80M0.0%+64.3%0.338%
4/15/2025 Greenwood Capital Associates LLC20,462$1.19M0.2%N/A0.027%
4/15/2025 Simon Quick Advisors LLC4,718$275K0.0%+36.0%0.006%
4/15/2025 Assenagon Asset Management S.A.79,764$4.66M0.0%-89.6%0.106%
4/15/2025 SG Americas Securities LLC18,603$1.09M0.0%N/A0.025%
4/15/2025 Curated Wealth Partners LLC8,906$520K0.1%+3.5%0.012%
4/15/2025 GAMMA Investing LLC1,632$95K0.0%+38.9%0.002%
4/14/2025 Yousif Capital Management LLC26,735$1.56M0.0%-2.0%0.036%
4/11/2025 Blue Zone Wealth Advisors LLC66,893$3.90M1.1%+13.8%0.089%
4/11/2025 Impact Capital Partners LLC12,257$715K0.3%+10.5%0.016%
4/10/2025 Salvus Wealth Management LLC27,748$1.62M1.0%-24.1%0.037%
4/10/2025 Naples Global Advisors LLC9,671$564K0.1%-4.9%0.013%
4/10/2025 Portside Wealth Group LLC2,834$165K0.0%N/A0.004%
4/10/2025 Peak Financial Advisors LLC8,567$500K0.3%+2.4%0.011%
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4/10/2025 Hennion & Walsh Asset Management Inc.24,848$1.45M0.1%-10.9%0.033%
4/10/2025 Heritage Family Offices LLP4,940$288K0.1%+10.7%0.007%
4/9/2025 Fulton Bank N.A.6,393$373K0.0%+5.8%0.009%
4/9/2025 NBC Securities Inc.1,026$59K0.0%N/A0.001%
4/8/2025 Rhumbline Advisers193,270$11.28M0.0%-1.3%0.258%
4/7/2025 GAMMA Investing LLC95,244$5.56M0.0%+8,005.9%0.127%
4/3/2025 Versant Capital Management Inc796$46K0.0%+1,460.8%0.001%
4/1/2025 MassMutual Private Wealth & Trust FSB644$38K0.0%+1,551.3%0.001%
3/18/2025California State Teachers Retirement System65,827$4.86M0.0%-1.1%0.088%
3/17/2025 Wealth Enhancement Advisory Services LLC154,342$11.40M0.0%+7.4%0.206%
2/27/2025Jefferies Financial Group Inc.14,039$1.04M0.0%N/A0.019%
2/20/2025Mackenzie Financial Corp19,960$1.48M0.0%+62.8%0.027%
2/19/2025Public Employees Retirement System of Ohio1,006$74K0.0%-96.5%0.001%
2/18/2025Palisades Investment Partners LLC76,526$5.65M2.4%+9.3%0.102%
2/17/2025UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC175,795$12.99M0.0%+21.1%0.235%
2/17/2025Vident Advisory LLC3,099$229K0.0%-5.8%0.004%
2/17/2025Two Sigma Advisers LP39,600$2.93M0.0%+63.6%0.053%
2/17/2025Tidal Investments LLC26,671$1.97M0.0%+41.7%0.036%
2/17/2025State of Wyoming10,437$771K0.1%+526.1%0.014%
2/17/2025Royal Bank of Canada441,970$32.65M0.0%-32.7%0.590%
2/17/2025Prana Capital Management LP48,201$3.56M0.2%N/A0.064%
2/17/2025ProShare Advisors LLC21,298$1.57M0.0%+44.5%0.028%
2/17/2025Quantinno Capital Management LP2,793$206K0.0%N/A0.004%
2/17/2025Man Group plc56,959$4.21M0.0%+99.0%0.076%
2/17/2025Nuveen Asset Management LLC177,507$13.11M0.0%-0.6%0.237%
2/17/2025Millennium Management LLC113,187$8.36M0.0%-52.6%0.151%
2/17/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.40,241$2.97M0.0%+4.1%0.054%
2/17/2025London Co. of Virginia3,668,831$271.05M1.5%-0.7%4.897%
2/17/2025Jacobs Levy Equity Management Inc.118,223$8.73M0.0%+16.2%0.158%
2/17/2025Jefferies Financial Group Inc.14,039$1.04M0.0%N/A0.019%
2/17/2025Fred Alger Management LLC221,927$16.40M0.1%N/A0.296%
2/17/2025D. E. Shaw & Co. Inc.75,886$5.61M0.0%+31.6%0.101%
2/17/2025Deutsche Bank AG255,444$18.87M0.0%+38.0%0.341%
2/17/2025Cetera Investment Advisers6,290$465K0.0%+9.5%0.008%
2/17/2025Captrust Financial Advisors7,966$589K0.0%+46.0%0.011%
2/17/2025Balyasny Asset Management L.P.723,384$53.44M0.1%+215.5%0.966%
2/17/2025Bank of America Corp DE616,604$45.56M0.0%+14.3%0.823%
2/17/2025BNP Paribas Financial Markets22,942$1.70M0.0%-46.1%0.031%
2/17/2025Ameriprise Financial Inc.2,165,231$159.97M0.0%-3.5%2.890%
2/17/2025Algert Global LLC91,610$6.77M0.2%N/A0.122%
2/14/2025Mercer Global Advisors Inc. ADV4,530$335K0.0%N/A0.006%
2/14/2025Comerica Bank48,417$3.58M0.0%+0.7%0.065%
2/14/2025Schonfeld Strategic Advisors LLC25,414$1.88M0.0%N/A0.034%
2/14/2025Emerald Mutual Fund Advisers Trust301,224$22.25M1.4%-16.5%0.402%
2/14/2025Northern Trust Corp860,125$63.55M0.0%+4.5%1.148%
2/14/2025The Manufacturers Life Insurance Company 51,681$3.82M0.0%-0.6%0.069%
2/14/2025Tudor Investment Corp ET AL117,952$8.71M0.0%N/A0.157%
2/14/2025Aquatic Capital Management LLC21,661$1.60M0.0%-5.0%0.029%
2/14/2025Susquehanna Fundamental Investments LLC8,969$663K0.0%N/A0.012%
2/14/2025Nebula Research & Development LLC11,799$872K0.1%N/A0.016%
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2/14/2025Lord Abbett & CO. LLC894,212$66.06M0.2%-8.2%1.194%
2/14/2025Voya Investment Management LLC323,953$23.93M0.0%+1.0%0.432%
2/14/2025Integrated Wealth Concepts LLC4,367$323K0.0%-3.8%0.006%
2/14/2025Price T Rowe Associates Inc. MD42,628$3.15M0.0%+2.1%0.057%
2/14/2025Dark Forest Capital Management LP6,871$508K0.1%N/A0.009%
2/14/2025Hsbc Holdings PLC134,884$10.06M0.0%-10.4%0.180%
2/14/2025Stifel Financial Corp193,422$14.29M0.0%-20.0%0.258%
2/14/2025State of Tennessee Department of Treasury15,765$1.17M0.0%-18.3%0.021%
2/14/2025Tower Research Capital LLC TRC 4,015$297K0.0%+117.6%0.005%
2/14/2025Trajan Wealth LLC3,132$231K0.0%-9.9%0.004%
(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, 348 institutional investors and hedge funds held shares of Moelis & Company. The most heavily invested institutionals were Vanguard Group Inc. ($601.92M), Kayne Anderson Rudnick Investment Management LLC ($524.35M), London Co. of Virginia ($271.05M), Wasatch Advisors LP ($194.49M), Goldman Sachs Group Inc. ($189.40M), State Street Corp ($187.30M), and Ameriprise Financial Inc. ($159.97M).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 293 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: Norges Bank ($1.46M), Madison Investment Advisors LLC ($1.16M), Assenagon Asset Management S.A. ($932.94K), Wasatch Advisors LP ($774.69K), Raymond James Financial Inc. ($754.06K), Goldman Sachs Group Inc. ($669.24K), and Cramer Rosenthal Mcglynn LLC ($561.56K).

How much institutional buying is happening at Moelis & Company?

Institutional investors have bought a total of 18,226,260 shares in the last 24 months. This purchase volume represents approximately $1.07B in transactions.

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

Of the 174 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), Westwood Holdings Group Inc. ($772.44K), JPMorgan Chase & Co. ($744.52K), Assenagon Asset Management S.A. ($689.18K), Timucuan Asset Management Inc. FL ($602.99K), Principal Financial Group Inc. ($553.45K), and Ameriprise Financial Inc. ($518.02K).

How much institutional selling is happening at Moelis & Company?

Institutional investors have sold a total of 10,697,792 shares in the last 24 months. This volume of shares sold represents approximately $636.60M in transactions.


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This page (NYSE:MC) was last updated on 5/1/2025 by MarketBeat.com Staff
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