S&P 500   5,199.06
DOW   38,459.08
QQQ   445.37
Fastenal, CarMax fall; Alpine Immune Sciences, Arvinas rise, Thursday, 4/11/2024
Stock market today: Global markets mixed after Wall St rebound led by Big Tech
Dividend Aristocrat Fastenal Goes on Sale: Buy It While It’s Down
How major US stock indexes fared Thursday, 4/11/2024
Closing prices for crude oil, gold and other commodities
Carmax Returns to the Bargain Basement: Buy the Dip? 
Homebuyers’ quandary: to wait or not to wait for lower mortgage rates
S&P 500   5,199.06
DOW   38,459.08
QQQ   445.37
Fastenal, CarMax fall; Alpine Immune Sciences, Arvinas rise, Thursday, 4/11/2024
Stock market today: Global markets mixed after Wall St rebound led by Big Tech
Dividend Aristocrat Fastenal Goes on Sale: Buy It While It’s Down
How major US stock indexes fared Thursday, 4/11/2024
Closing prices for crude oil, gold and other commodities
Carmax Returns to the Bargain Basement: Buy the Dip? 
Homebuyers’ quandary: to wait or not to wait for lower mortgage rates
S&P 500   5,199.06
DOW   38,459.08
QQQ   445.37
Fastenal, CarMax fall; Alpine Immune Sciences, Arvinas rise, Thursday, 4/11/2024
Stock market today: Global markets mixed after Wall St rebound led by Big Tech
Dividend Aristocrat Fastenal Goes on Sale: Buy It While It’s Down
How major US stock indexes fared Thursday, 4/11/2024
Closing prices for crude oil, gold and other commodities
Carmax Returns to the Bargain Basement: Buy the Dip? 
Homebuyers’ quandary: to wait or not to wait for lower mortgage rates
S&P 500   5,199.06
DOW   38,459.08
QQQ   445.37
Fastenal, CarMax fall; Alpine Immune Sciences, Arvinas rise, Thursday, 4/11/2024
Stock market today: Global markets mixed after Wall St rebound led by Big Tech
Dividend Aristocrat Fastenal Goes on Sale: Buy It While It’s Down
How major US stock indexes fared Thursday, 4/11/2024
Closing prices for crude oil, gold and other commodities
Carmax Returns to the Bargain Basement: Buy the Dip? 
Homebuyers’ quandary: to wait or not to wait for lower mortgage rates

Moelis & Company (MC) Institutional Ownership

$53.43
-0.61 (-1.13%)
(As of 04/11/2024 ET)

Institutional Ownership Changes (13F Filings) for Moelis & Company (NYSE:MC)

Current
Institutional Ownership
Percentage
91.53%
Number of
Institutional Buyers
(last 12 months)
199
Total
Institutional Inflows
(last 12 months)
$785.94M
Number of
Institutional Sellers
(last 12 months)
124
Total
Institutional Outflows
(last 12 months)
$266.74M
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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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/5/2024 Juncture Wealth Strategies LLC6,300$358K0.2%-45.7%0.009%
3/25/2024Quadrature Capital Ltd30,813$1.73M0.0%-2.1%0.043%
3/22/2024PNC Financial Services Group Inc.28,321$1.59M0.0%-11.1%0.040%
3/11/2024Vanguard Group Inc.7,772,642$436.28M0.0%-0.2%10.921%
3/5/2024Fisher Asset Management LLC67,365$3.78M0.0%-7.4%0.095%
3/1/2024Goldman Sachs Group Inc.3,374,385$189.40M0.0%+11.0%4.742%
2/28/2024American International Group Inc.36,360$2.04M0.0%-0.8%0.051%
2/16/2024Price T Rowe Associates Inc. MD33,338$1.87M0.0%+9.0%0.047%
2/16/2024Winslow Asset Management Inc.174,963$9.82M2.0%+1.5%0.246%
2/16/2024Public Employees Retirement System of Ohio71,489$4.01M0.0%-9.2%0.100%
2/15/2024Townsquare Capital LLC18,022$1.01M0.0%+50.7%0.025%
2/15/2024Legal & General Group Plc191,399$10.74M0.0%+1.2%0.269%
2/15/2024Barclays PLC176,687$9.92M0.0%-39.9%0.248%
2/15/2024Vanguard Group Inc.7,772,642$436.28M0.0%-0.2%10.924%
2/15/2024Voya Investment Management LLC42,068$2.36M0.0%+0.5%0.059%
2/15/2024Nuveen Asset Management LLC205,709$11.55M0.0%+20.6%0.289%
2/15/2024Price T Rowe Associates Inc. MD33,338$1.87M0.0%+9.0%0.047%
2/15/2024Profund Advisors LLC4,258$239K0.0%N/A0.006%
2/15/2024Public Sector Pension Investment Board138,345$7.77M0.1%+68.1%0.194%
2/15/2024Bayesian Capital Management LP21,091$1.18M0.1%N/A0.030%
2/15/2024Bridgefront Capital LLC11,363$638K0.5%N/A0.016%
2/15/2024Comerica Bank52,365$2.94M0.0%-1.1%0.074%
2/14/2024Royal Bank of Canada485,392$27.25M0.0%+31.1%0.682%
2/14/2024Pathstone Holdings LLC14,196$797K0.0%N/A0.020%
2/14/2024Nebula Research & Development LLC11,045$620K0.2%N/A0.016%
2/14/2024Wasatch Advisors LP3,257,846$182.86M1.0%-5.6%4.579%
2/14/2024Azora Capital LP188,858$10.60M0.9%N/A0.265%
2/14/2024Sei Investments Co.207,005$11.62M0.0%-9.1%0.291%
2/14/2024Shell Asset Management Co.3,852$216K0.0%-23.2%0.005%
2/14/2024Quadrature Capital Ltd30,813$1.73M0.0%-2.1%0.043%
2/14/2024Westwood Holdings Group Inc.1,122,386$63M0.5%-13.7%1.577%
2/14/2024CenterBook Partners LP26,553$1.49M0.2%-75.1%0.037%
2/13/2024Envestnet Asset Management Inc.183,229$10.29M0.0%+13.3%0.258%
2/13/2024First National Bank of Omaha48,473$2.72M0.2%-3.0%0.068%
2/13/2024Northern Trust Corp921,697$51.74M0.0%-0.6%1.295%
2/13/2024American International Group Inc.36,360$2.04M0.0%-0.8%0.051%
2/13/2024Gabelli Funds LLC26,550$1.49M0.0%+3.7%0.037%
2/13/2024Public Employees Retirement Association of Colorado7,648$429K0.0%+26.9%0.011%
2/13/2024Crossmark Global Holdings Inc.4,383$246K0.0%N/A0.006%
2/13/2024Tower Research Capital LLC TRC 9,023$506K0.0%+31.7%0.013%
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2/13/2024Goldman Sachs Group Inc.3,374,385$189.40M0.0%+11.0%4.743%
2/13/2024Blueshift Asset Management LLC3,876$218K0.1%N/A0.005%
2/13/2024CIBC Asset Management Inc4,228$237K0.0%N/A0.006%
2/13/2024The Manufacturers Life Insurance Company 44,027$2.47M0.0%+2.5%0.062%
2/13/2024Heard Capital LLC1,858,119$104.30M6.9%-0.3%2.612%
2/13/2024KBC Group NV1,663$93K0.0%-65.3%0.002%
2/13/2024California State Teachers Retirement System70,300$3.95M0.0%-4.5%0.099%
2/12/2024Alberta Investment Management Corp37,500$2.11M0.0%-17.5%0.053%
2/12/2024Madison Asset Management LLC1,399,649$78.56M1.1%+4.5%1.967%
2/12/2024Evoke Wealth LLC54,859$3.08M0.1%N/A0.077%
2/12/2024TFO Wealth Partners LLC4,298$241K0.0%+61,300.0%0.006%
2/12/2024Stifel Financial Corp231,230$12.98M0.0%+9.6%0.325%
2/12/2024Steward Partners Investment Advisory LLC10,158$570K0.0%+5.7%0.014%
2/12/2024Artisan Partners Limited Partnership1,079,047$60.57M0.1%-3.6%1.517%
2/12/2024Hsbc Holdings PLC104,496$5.91M0.0%+0.4%0.147%
2/9/2024Orion Portfolio Solutions LLC45,829$2.57M0.0%-5.8%0.064%
2/9/2024US Bancorp DE11,231$630K0.0%+24.2%0.016%
2/9/2024Franklin Resources Inc.4,037$227K0.0%N/A0.006%
2/9/2024Assetmark Inc.1,505$84K0.0%+22.5%0.002%
2/9/2024D.A. Davidson & CO.7,056$396K0.0%+5.9%0.010%
2/9/2024Wells Fargo & Company MN1,077,545$60.48M0.0%-1.2%1.514%
2/9/2024UBS Group AG143,711$8.07M0.0%+17.9%0.202%
2/9/2024PNC Financial Services Group Inc.28,321$1.59M0.0%-11.1%0.040%
2/9/2024Norges Bank743,268$41.72M0.0%N/A1.045%
2/8/2024AMG National Trust Bank26,372$1.48M0.0%-1.0%0.037%
2/8/2024First Eagle Investment Management LLC97,051$5.45M0.0%-7.7%0.136%
2/8/2024KLR Investment Advisors LLC4,665$262K0.2%N/A0.007%
2/8/2024Janney Montgomery Scott LLC36,178$2.03M0.0%-18.3%0.051%
2/8/2024Vanguard Personalized Indexing Management LLC5,418$304K0.0%+9.5%0.008%
2/8/2024Moran Wealth Management LLC58,423$3.28M0.1%+2.5%0.082%
2/7/2024Principal Financial Group Inc.796,756$44.72M0.0%+0.4%1.120%
2/7/2024Dimensional Fund Advisors LP1,123,921$63.09M0.0%-6.3%1.580%
2/7/2024BNP Paribas Financial Markets40,794$2.29M0.0%-22.4%0.057%
2/7/2024Versor Investments LP4,901$275K0.1%N/A0.007%
2/6/2024Charles Schwab Investment Management Inc.814,568$45.72M0.0%+2.8%1.145%
2/6/2024Apollon Wealth Management LLC9,936$558K0.0%N/A0.014%
2/6/2024Maryland State Retirement & Pension System24,229$1.36M0.0%-1.2%0.034%
2/6/2024Vestmark Advisory Solutions Inc.54,196$3.04M0.2%+5.9%0.076%
2/6/2024M&T Bank Corp26,813$1.51M0.0%+447.3%0.038%
2/6/2024Amalgamated Bank27,233$1.53M0.0%-2.4%0.038%
2/6/2024Natixis Advisors L.P.146,449$8.22M0.0%+19.0%0.206%
2/6/2024Swiss National Bank131,200$7.36M0.0%-10.3%0.184%
2/6/2024Fisher Asset Management LLC67,365$3.78M0.0%-7.4%0.095%
2/6/2024Heritage Wealth Management LLC4,926$276K0.1%N/A0.007%
2/5/2024Victory Capital Management Inc.241,728$13.57M0.0%-6.4%0.340%
2/5/2024Russell Investments Group Ltd.27,701$1.56M0.0%-16.2%0.039%
2/1/2024 GAMMA Investing LLC619$34K0.0%N/A0.001%
2/1/2024New York State Common Retirement Fund56,600$3.18M0.0%-2.4%0.080%
2/1/2024Illinois Municipal Retirement Fund36,110$2.03M0.0%-9.3%0.051%
2/1/2024Jennison Associates LLC93,238$5.23M0.0%-8.2%0.131%
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2/1/2024Duality Advisers LP4,568$256K0.0%-84.5%0.006%
2/1/2024Capital Investment Advisory Services LLC6,728$378K0.0%+11.7%0.009%
2/1/2024Capital Management Corp VA218,527$12.27M2.4%-5.4%0.307%
2/1/2024Strata Wealth Advisors LLC52,050$2.92M1.2%N/A0.073%
2/1/2024Verdence Capital Advisors LLC33,054$1.86M0.2%+1.0%0.046%
1/31/2024Cornerstone Investment Partners LLC46,245$2.60M0.1%+3.8%0.065%
1/31/2024Xponance Inc.4,063$228K0.0%N/A0.006%
1/30/2024Zurcher Kantonalbank Zurich Cantonalbank 14,337$805K0.0%+32.8%0.020%
1/30/2024Mackenzie Financial Corp4,223$237K0.0%N/A0.006%
1/30/2024Strs Ohio4,500$252K0.0%+25.0%0.006%
(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, 327 institutional investors and hedge funds held shares of Moelis & Company. The most heavily invested institutionals were Vanguard Group Inc. ($436.28M), Kayne Anderson Rudnick Investment Management LLC ($328.51M), BlackRock Inc. ($282.88M), Goldman Sachs Group Inc. ($189.40M), Wasatch Advisors LP ($182.86M), London Co. of Virginia ($154.26M), and Timucuan Asset Management Inc. FL ($137.68M).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 286 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: Goldman Sachs Group Inc. ($5.20M), Kayne Anderson Rudnick Investment Management LLC ($2.09M), Norges Bank ($1.28M), BlackRock Inc. ($1.12M), State Street Corp ($1.12M), HighTower Advisors LLC ($983.67K), and Madison Asset Management LLC ($949.44K).

How much institutional buying is happening at Moelis & Company?

Institutional investors have bought a total of 27,810,650 shares in the last 24 months. This purchase volume represents approximately $1.21B in transactions.

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

Of the 195 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: JPMorgan Chase & Co. ($1.06M), Federated Hermes Inc. ($604.56K), Wasatch Advisors LP ($466.85K), Ameriprise Financial Inc. ($440.55K), Artisan Partners Limited Partnership ($418.22K), The Manufacturers Life Insurance Company ($415.82K), and Adirondack Retirement Specialists Inc. ($377.97K).

How much institutional selling is happening at Moelis & Company?

Institutional investors have sold a total of 11,303,627 shares in the last 24 months. This volume of shares sold represents approximately $482.18M in transactions.


This page (NYSE:MC) was last updated on 4/12/2024 by MarketBeat.com Staff

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