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Moelis & Company (MC) Institutional Ownership

Moelis & Company logo
$68.47 -1.67 (-2.38%)
Closing price 08/1/2025 03:59 PM Eastern
Extended Trading
$68.03 -0.44 (-0.65%)
As of 08/1/2025 04:32 PM 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)
247
Total
Institutional Inflows
(last 12 months)
$952.99M
Number of
Institutional Sellers
(last 12 months)
148
Total
Institutional Outflows
(last 12 months)
$551.40M
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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
8/1/2025Jennison Associates LLC671,431$41.84M0.0%+38.4%0.855%
8/1/2025Teacher Retirement System of Texas44,416$2.77M0.0%-60.0%0.057%
8/1/2025Y Intercept Hong Kong Ltd69,228$4.31M0.1%+183.9%0.088%
8/1/2025Envestnet Asset Management Inc.382,100$23.81M0.0%+6.8%0.487%
7/31/2025 Nisa Investment Advisors LLC3,241$202K0.0%+10.1%0.004%
7/31/2025 Oppenheimer Asset Management Inc.43,603$2.72M0.0%+19.4%0.056%
7/31/2025 State of New Jersey Common Pension Fund D33,294$2.08M0.0%+21.2%0.042%
7/31/2025 AlphaQuest LLC9,422$587K0.1%-70.6%0.012%
7/31/2025 AlTi Global Inc.32,566$2.03M0.1%N/A0.041%
7/31/2025 Strata Wealth Advisors LLC24,464$1.53M0.4%-13.0%0.031%
7/30/2025 Tributary Capital Management LLC414,964$25.86M2.3%-2.5%0.529%
7/29/2025 Mutual of America Capital Management LLC9,530$594K0.0%-84.2%0.012%
7/29/2025 Private Trust Co. NA416$26K0.0%-61.4%0.001%
7/29/2025 Praxis Investment Management Inc.5,190$323K0.0%-23.5%0.007%
7/28/2025 New York State Teachers Retirement System24,232$1.51M0.0%+46.9%0.031%
7/28/2025 Capital Management Corp VA246,151$15.34M2.6%+17.4%0.314%
7/28/2025 Bayforest Capital Ltd1,297$81K0.0%-95.7%0.002%
7/28/2025 Moran Wealth Management LLC37,832$2.36M0.1%N/A0.048%
7/25/2025 Verdence Capital Advisors LLC39,358$2.45M0.2%+1.8%0.050%
7/25/2025 Envestnet Portfolio Solutions Inc.4,889$305K0.0%-7.0%0.006%
7/25/2025 Yousif Capital Management LLC28,397$1.77M0.0%+6.2%0.036%
7/25/2025 CWM LLC9,999$623K0.0%+25.9%0.013%
7/25/2025 Vanguard Personalized Indexing Management LLC12,274$765K0.0%+32.6%0.016%
7/25/2025 Apollon Wealth Management LLC7,707$480K0.0%-7.1%0.010%
7/24/2025 Drucker Wealth 3.0 LLC6,846$467K0.1%N/A0.009%
7/24/2025 Blue Zone Wealth Advisors LLC80,277$5.00M1.2%+20.0%0.102%
7/24/2025 Callan Family Office LLC84,703$5.28M0.2%+1,277.1%0.108%
7/24/2025 US Bancorp DE10,198$636K0.0%-6.0%0.013%
7/23/2025 Maryland State Retirement & Pension System21,801$1.36M0.0%+5.9%0.028%
7/23/2025 Louisiana State Employees Retirement System34,700$2.16M0.0%+4.5%0.044%
7/23/2025 Venturi Wealth Management LLC3,305$206K0.0%-8.9%0.004%
7/23/2025 KLP Kapitalforvaltning AS14,700$916K0.0%+5.8%0.019%
7/21/2025 Greenwood Capital Associates LLC22,045$1.37M0.2%+7.7%0.028%
7/21/2025 Mirae Asset Global Investments Co. Ltd.67,503$4.21M0.0%+17.3%0.086%
7/18/2025 Impact Capital Partners LLC11,853$739K0.2%-3.3%0.015%
7/18/2025 O ROURKE & COMPANY Inc6,496$405K0.2%-8.6%0.008%
7/18/2025 Truist Financial Corp10,018$624K0.0%+52.0%0.013%
7/17/2025 Campbell Newman Asset Management Inc.17,087$1.07M0.1%+7.2%0.022%
7/17/2025 Janney Montgomery Scott LLC26,619$1.66M0.0%+22.2%0.034%
7/17/2025 Palisades Investment Partners LLC76,002$4.74M2.1%-0.9%0.097%
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7/16/2025 State of Alaska Department of Revenue44,201$2.75M0.0%+13.0%0.056%
7/14/2025 Salvus Wealth Management LLC27,450$1.71M1.0%-1.1%0.035%
7/14/2025 GAMMA Investing LLC1,208$75K0.0%-26.0%0.002%
7/11/2025 Assenagon Asset Management S.A.26,008$1.62M0.0%-67.4%0.033%
7/10/2025 Trust Point Inc.6,884$429K0.0%-40.2%0.009%
7/10/2025 Fulton Bank N.A.6,581$410K0.0%+2.9%0.008%
7/10/2025 Wealth Enhancement Advisory Services LLC336,918$22.17M0.0%+32.8%0.429%
7/9/2025 New England Research & Management Inc.15,375$958K0.5%+1.7%0.020%
7/7/2025 Peak Financial Advisors LLC8,814$549K0.3%+2.9%0.011%
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%
5/14/2025MetLife Investment Management LLC40,928$2.39M0.0%-4.0%0.052%
Trump’s national nightmare is here (Ad)

Porter Stansberry and Jeff Brown say a new U.S. national emergency is already underway — and it could trigger the biggest forced rotation of capital since World War II. They reveal why Trump is mobilizing America’s tech giants… and name the two stocks most likely to soar as trillions shift behind the scenes.

Watch the National Emergency broadcast here
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%
5/14/2025 AlphaQuest 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%
(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, 367 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 317 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 Jennison Associates LLC ($585.96K).

How much institutional buying is happening at Moelis & Company?

Institutional investors have bought a total of 14,451,884 shares in the last 24 months. This purchase volume represents approximately $952.99M in transactions.

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

Of the 148 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. ($742.94K), 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 8,417,652 shares in the last 24 months. This volume of shares sold represents approximately $551.40M in transactions.


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This page (NYSE:MC) was last updated on 8/2/2025 by MarketBeat.com Staff
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