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Moelis & Company (MC) Institutional Ownership

Moelis & Company logo
$69.22 +1.70 (+2.52%)
As of 03:58 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)
225
Total
Institutional Inflows
(last 12 months)
$1.15B
Number of
Institutional Sellers
(last 12 months)
146
Total
Institutional Outflows
(last 12 months)
$367.76M
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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
8/27/2026 Corient Private Wealth LP58,232$3.81M0.0%+1.1%0.074%
8/25/2026 VIRGINIA RETIREMENT SYSTEMS ET Al4,900$321K0.0%N/A0.006%
8/24/2026 California State Teachers Retirement System5,592,625$365.87M0.0%+6,263.4%7.145%
8/22/2026 Odyssean LLC43,912$2.87M0.5%+70.7%0.056%
8/21/2026 Nykredit A S1,515$99K0.0%N/A0.002%
8/21/2026 B. Metzler seel. Sohn & Co. AG71,989$4.71M0.0%-0.3%0.092%
8/18/2026 Public Employees Retirement System of Ohio1,343$88K0.0%N/A0.002%
8/11/2026 Madison Asset Management LLC1,667,157$109.07M1.3%N/A2.130%
7/10/2026 Wasatch Advisors LP3,246,593$212.39M1.4%-13.3%4.133%
7/10/2026 Salvus Wealth Management LLC29,689$1.94M1.1%-4.1%0.038%
7/10/2026 Fulton Bank N.A.6,931$453K0.0%+12.5%0.009%
7/9/2026 Allied Private Wealth LLC390$25K0.0%N/A0.000%
7/9/2026 Hennion & Walsh Asset Management Inc.20,525$1.34M0.0%+2.4%0.026%
7/8/2026 Trust Point Inc.5,513$361K0.0%-35.0%0.007%
7/7/2026 GAMMA Investing LLC1,489$97K0.0%+11.5%0.002%
7/7/2026 Central Pacific Bank Trust Division2,690$176K0.0%+8.0%0.003%
7/2/2026 Versant Capital Management Inc1,371$90K0.0%+57.4%0.002%
5/27/2026 Alpine Woods Capital Investors LLC4,059$231K0.1%N/A0.005%
5/19/2026 Western Wealth Management LLC886$51K0.0%N/A0.001%
5/19/2026 Bank of America Corp DE693,812$39.55M0.0%+0.9%0.883%
5/18/2026 Amundi7,296$416K0.0%N/A0.009%
5/18/2026 EverSource Wealth Advisors LLC1,183$67K0.0%+44.3%0.002%
5/18/2026 California State Teachers Retirement System87,887$5.01M0.0%+24.7%0.112%
5/18/2026 Royal Bank of Canada649,724$37.04M0.0%+43.1%0.827%
5/18/2026 Empowered Funds LLC96,426$5.50M0.0%+26.8%0.123%
5/16/2026 The Manufacturers Life Insurance Company566,155$32.27M0.0%-0.9%0.721%
5/16/2026 Quantinno Capital Management LP87,535$4.99M0.0%+203.6%0.111%
5/15/2026 London Co. of Virginia2,903,947$165.53M1.0%-5.2%3.696%
5/15/2026 Entropy Technologies LP16,841$960K0.0%N/A0.021%
5/14/2026 Healthcare of Ontario Pension Plan Trust Fund7,494$427K0.0%N/A0.010%
5/14/2026 Renaissance Technologies LLC219,500$12.51M0.0%-25.8%0.279%
5/14/2026 Gabelli Funds LLC43,850$2.50M0.0%+36.8%0.056%
5/14/2026 Arrowstreet Capital Limited Partnership273,954$15.62M0.0%N/A0.349%
5/14/2026 Inceptionr LLC8,348$476K0.1%N/A0.011%
5/14/2026 Sei Investments Co.326,357$18.60M0.0%-2.1%0.415%
5/14/2026 State of Wyoming4,366$249K0.0%-72.0%0.006%
5/13/2026 Cetera Investment Advisers12,635$720K0.0%+4.0%0.016%
5/13/2026 NewEdge Wealth LLC40,069$2.28M0.0%-9.1%0.051%
5/13/2026 First Trust Advisors LP84,167$4.80M0.0%-4.0%0.107%
5/8/2026 PNC Financial Services Group Inc.9,936$566K0.0%+29.5%0.013%
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5/8/2026 Madison Asset Management LLC1,773,735$101.10M1.3%+45.6%2.285%
5/7/2026 Meeder Asset Management Inc.5,547$316K0.0%N/A0.007%
5/7/2026 Dimensional Fund Advisors LP1,277,774$72.83M0.0%+5.0%1.646%
5/7/2026 KBC Group NV2,800$160K0.0%+39.0%0.004%
5/7/2026 Roubaix Capital LLC40,967$2.34M1.1%N/A0.053%
5/6/2026 Freemont Management S.A.63,400$3.61M0.5%N/A0.082%
5/6/2026 Jennison Associates LLC792,617$45.18M0.0%-15.3%1.021%
5/5/2026 Bank of New York Mellon Corp993,897$56.65M0.0%-1.1%1.280%
5/5/2026 Illinois Municipal Retirement Fund40,697$2.32M0.0%+11.6%0.052%
5/5/2026 Sanctuary Advisors LLC5,681$324K0.0%-46.7%0.007%
5/4/2026 Emerald Mutual Fund Advisers Trust342,465$19.52M0.9%-5.8%0.441%
5/4/2026 Emerald Advisers LLC548,077$31.24M1.0%-11.0%0.706%
5/4/2026 Principal Financial Group Inc.361,858$20.63M0.0%+2.3%0.466%
5/2/2026 Diversify Wealth Management LLC95,168$5.43M0.1%+0.3%0.123%
5/1/2026 Fifth Third Bancorp38,953$2.22M0.0%+9,022.5%0.050%
4/30/2026 Hsbc Holdings PLC48,906$2.77M0.0%+147.9%0.063%
4/30/2026 Greenwood Capital Associates LLC7,902$450K0.0%-63.1%0.010%
4/29/2026 Strata Wealth Advisors LLC10,960$625K0.2%-3.8%0.014%
4/28/2026DGS Capital Management LLC6,263$357K0.1%-9.4%0.008%
4/28/2026 Praxis Investment Management Inc.3,694$211K0.0%-28.8%0.005%
4/28/2026 QRG Capital Management Inc.4,653$265K0.0%-23.4%0.006%
4/27/2026 Moran Wealth Management LLC33,175$1.89M0.1%+1.2%0.043%
4/27/2026 World Investment Advisors5,527$315K0.0%-12.1%0.007%
4/27/2026 New York State Teachers Retirement System33,567$1.91M0.0%-6.6%0.043%
4/27/2026 Private Advisor Group LLC7,474$426K0.0%+20.7%0.010%
4/27/2026 Y Intercept Hong Kong Ltd69,769$3.98M0.1%N/A0.090%
4/27/2026 Elevation Point Wealth Partners LLC7,107$405K0.0%+131.7%0.009%
4/25/2026 Strs Ohio22,600$1.29M0.0%+52.7%0.029%
4/25/2026 Keybank National Association OH5,526$315K0.0%-23.7%0.007%
4/24/2026 Root Financial Partners LLC455$26K0.0%+292.2%0.001%
4/24/2026 Fulton Bank N.A.6,163$351K0.0%-4.9%0.008%
4/23/2026 Drucker Wealth 3.0 LLC15,003$855K0.1%+8.3%0.019%
4/23/2026 Inspire Investing LLC30,605$1.74M0.1%N/A0.039%
4/22/2026 Janney Montgomery Scott LLC49,620$2.83M0.0%+58.9%0.064%
4/22/2026 Fort Washington Investment Advisors Inc. OH380,720$21.70M0.1%N/A0.490%
4/22/2026 Pictet Asset Management Holding SA12,218$696K0.0%+6.1%0.016%
4/21/2026 Wasatch Advisors LP3,742,624$213.33M1.4%+9.0%4.821%
4/21/2026 Wesbanco Bank Inc.9,339$532K0.0%+5.1%0.012%
4/21/2026 Louisiana State Employees Retirement System32,800$1.87M0.0%N/A0.042%
4/20/2026 Kestra Private Wealth Services LLC8,503$485K0.0%N/A0.011%
4/17/2026 Campbell Newman Asset Management Inc.16,861$961K0.1%+1.8%0.022%
4/16/2026 SG Americas Securities LLC32,716$1.87M0.0%+8.5%0.042%
3/20/2026 Hsbc Holdings PLC19,726$1.36M0.0%+541.5%0.025%
3/17/2026 Rockefeller Capital Management L.P.5,512$379K0.0%+11.0%0.007%
3/13/2026 World Investment Advisors6,289$432K0.0%-14.2%0.008%
3/9/2026 Corient Private Wealth LLC10,486$721K0.0%+43.6%0.013%
3/6/2026 Hsbc Holdings PLC19,726$1.36M0.0%+541.5%0.025%
2/24/2026DGS Capital Management LLC6,912$475K0.1%+50.8%0.009%
2/19/2026 Invesco Ltd.193,390$13.29M0.0%-7.6%0.247%
2/19/2026 Corient Private Wealth LLC17,653$1.21M0.0%+141.7%0.023%
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2/18/2026 Mercer Global Advisors Inc. ADV14,962$1.03M0.0%+18.0%0.019%
2/18/2026 State of Tennessee Department of Treasury34,110$2.45M0.0%-15.2%0.044%
2/18/2026 Mackenzie Financial Corp5,424$381K0.0%-92.8%0.007%
2/18/2026 NewEdge Advisors LLC429$29K0.0%-52.4%0.001%
2/18/2026 Empowered Funds LLC76,054$5.23M0.0%+16.3%0.097%
2/18/2026 XTX Topco Ltd7,318$503K0.0%-16.0%0.009%
2/18/2026 Zacks Investment Management31,056$2.14M0.0%+3.5%0.040%
2/18/2026 Susquehanna Portfolio Strategies LLC151,452$10.41M0.2%-4.5%0.193%
2/18/2026 Tudor Investment Corp ET AL207,885$14.29M0.0%+159.3%0.265%
2/18/2026 Odyssean LLC10,618$730K0.5%N/A0.014%


MC Institutional Ownership - Frequently Asked Questions

During the previous two years, 420 institutional investors and hedge funds held shares of Moelis & Company. The most heavily invested institutionals were Vanguard Group Inc. ($584.91M), Kayne Anderson Rudnick Investment Management LLC ($403.86M), California State Teachers Retirement System ($365.87M), Charles Schwab Investment Management Inc. ($219.59M), Wasatch Advisors LP ($212.39M), State Street Corp ($196.35M), and London Co. of Virginia ($165.53M).Learn more on Moelis & Company's institutional investors.

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

Of the 377 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: California State Teachers Retirement System ($5.52M), Madison Asset Management LLC ($2.32M), Charles Schwab Investment Management Inc. ($2.24M), Norges Bank ($1.84M), Balyasny Asset Management L.P. ($1.38M), Madison Investment Advisors LLC ($1.16M), and Wasatch Advisors LP ($1.01M).

Institutional investors have bought a total of 17,414,356 shares in the last 24 months. This purchase volume represents approximately $1.15B in transactions.

Of the 146 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: Azora Capital LP ($526.89K), London Co. of Virginia ($513.05K), Wasatch Advisors LP ($496.03K), Lord Abbett & CO. LLC ($346.29K), Vanguard Group Inc. ($340.59K), Invesco Ltd. ($259.13K), and Royal Bank of Canada ($252.91K).

Institutional investors have sold a total of 5,394,804 shares in the last 24 months. This volume of shares sold represents approximately $367.76M in transactions.


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Institutional ownership data for NYSE:MC is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/27/2026. New 13F filings are added each quarter as they're published.
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