NYSE:MC

Moelis & Company - MC Institutional Ownership

$37.75

-0.83 (-2.15%)

(As of 03/24/2023 12:00 AM ET)

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Today's Range: $36.00
▼
$37.82
50-Day Range: $37.75
▼
$49.34
52-Week Range: $33.12
▼
$50.23

Volume: 820,274 shs
Average Volume: 608,246 shs
Market Capitalization: $2.59 billion

P/E Ratio: 17.56
Dividend Yield: 6.36%
Price Target: $38.86

Institutional Ownership

Current Institutional Ownership Percentage: 90.35%
Number of Institutional Buyers (last 12 months): 175
Total Institutional Inflows (last 12 months): $409.85 M
Number of Institutional Sellers (last 12 months): 126
Total Institutional Outflows (last 12 months): $210.85 M

MC Institutional Buying and Selling by Quarter

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Moelis & Company Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
3/10/2023	Victory Capital Management Inc.	340,347	$13.06M	0.0%	+309.6%	0.496%
2/21/2023	DGS Capital Management LLC	8,149	$0.31M	0.2%	+14.7%	0.012%
2/21/2023	Macquarie Group Ltd.	23,992	$0.92M	0.0%	-19.5%	0.035%
2/16/2023	Alliancebernstein L.P.	2,907,088	$111.55M	0.1%	+0.6%	4.238%
2/15/2023	Public Employees Retirement System of Ohio	85,446	$3.28M	0.0%	-6.5%	0.125%
2/15/2023	Steward Partners Investment Advisory LLC	8,633	$0.33M	0.0%	+24.3%	0.013%

2/15/2023	Capital Impact Advisors LLC	7,872	$0.30M	0.3%	-13.5%	0.011%
2/15/2023	Vestcor Inc	116,717	$4.48M	0.2%	+98.8%	0.170%
2/15/2023	State of Wisconsin Investment Board	29,288	$1.12M	0.0%	-12.3%	0.043%
2/15/2023	Schonfeld Strategic Advisors LLC	22,400	$0.86M	0.0%	-34.9%	0.033%
2/15/2023	Squarepoint Ops LLC	11,882	$0.46M	0.0%	-83.3%	0.017%
2/15/2023	Legal & General Group Plc	58,926	$2.26M	0.0%	-1.4%	0.086%
2/15/2023	Millennium Management LLC	7,277	$0.28M	0.0%	-57.1%	0.011%
2/15/2023	Morgan Stanley	818,660	$31.41M	0.0%	+11.3%	1.193%
2/15/2023	Man Group plc	61,734	$2.37M	0.0%	-23.6%	0.090%
2/15/2023	Mariner LLC	5,959	$0.23M	0.0%	N/A	0.009%
2/15/2023	Norges Bank	534,110	$20.49M	0.0%	N/A	0.779%
2/15/2023	Alps Advisors Inc.	56,739	$2.18M	0.0%	+11.4%	0.083%
2/15/2023	Bamco Inc. NY	598,030	$22.95M	0.1%	-1.8%	0.872%
2/14/2023	Price T Rowe Associates Inc. MD	23,512	$0.90M	0.0%	-20.3%	0.034%
2/13/2023	Moran Wealth Management LLC	33,253	$1.28M	0.0%	N/A	0.048%
2/13/2023	Advisors Asset Management Inc.	96,538	$3.70M	0.1%	-3.0%	0.141%
2/13/2023	First Republic Investment Management Inc.	158,380	$6.08M	0.0%	-53.7%	0.231%
2/13/2023	Charles Schwab Investment Management Inc.	685,433	$26.30M	0.0%	+5.7%	0.999%
2/13/2023	Deutsche Bank AG	175,732	$6.74M	0.0%	+2.0%	0.256%
2/13/2023	Gabelli Funds LLC	12,900	$0.50M	0.0%	N/A	0.019%
2/13/2023	Panagora Asset Management Inc.	13,920	$0.53M	0.0%	-19.3%	0.020%
2/13/2023	Wells Fargo & Company MN	1,007,479	$38.66M	0.0%	-0.2%	1.469%
2/13/2023	O ROURKE & COMPANY Inc	5,438	$0.21M	0.2%	N/A	0.008%
2/13/2023	Heritage Wealth Management LLC	15,178	$0.58M	0.1%	+137.4%	0.022%
2/13/2023	Barclays PLC	32,653	$1.25M	0.0%	-44.8%	0.048%
2/13/2023	The Manufacturers Life Insurance Company	25,435	$0.98M	0.0%	-28.2%	0.037%
2/13/2023	Credit Suisse AG	53,439	$2.05M	0.0%	+4.8%	0.078%
2/13/2023	Martingale Asset Management L P	5,312	$0.20M	0.0%	-47.5%	0.008%
2/13/2023	Neuberger Berman Group LLC	57,358	$2.20M	0.0%	-10.0%	0.084%
2/13/2023	Geode Capital Management LLC	1,289,538	$49.48M	0.0%	+0.3%	1.880%
2/13/2023	American Century Companies Inc.	185,266	$7.11M	0.0%	+0.9%	0.270%
2/13/2023	Pitcairn Co.	9,508	$0.37M	0.0%	+30.8%	0.014%
2/13/2023	JPMorgan Chase & Co.	2,511,340	$96.36M	0.0%	-0.9%	3.661%
2/13/2023	CenterBook Partners LP	28,931	$1.11M	0.2%	-23.6%	0.042%

2/13/2023	Quadrant Capital Group LLC	769	$30K	0.0%	+605.5%	0.001%
2/10/2023	Bank of America Corp DE	538,005	$20.64M	0.0%	+2.5%	0.784%
2/10/2023	Sei Investments Co.	183,084	$7.03M	0.0%	+2.9%	0.267%
2/10/2023	New York Life Investment Management LLC	12,080	$0.46M	0.0%	+12.7%	0.018%
2/10/2023	Schroder Investment Management Group	88,055	$3.38M	0.0%	+3.0%	0.128%
2/10/2023	Timucuan Asset Management Inc. FL	2,462,185	$94.47M	4.1%	+0.7%	3.589%
2/10/2023	Victory Capital Management Inc.	340,347	$13.06M	0.0%	+309.6%	0.496%
2/10/2023	O Shaughnessy Asset Management LLC	10,609	$0.41M	0.0%	-3.8%	0.015%
2/10/2023	Advisor Group Holdings Inc.	14,321	$0.55M	0.0%	+17.8%	0.021%
2/10/2023	PNC Financial Services Group Inc.	27,321	$1.05M	0.0%	+8.2%	0.040%
2/10/2023	Mitsubishi UFJ Trust & Banking Corp	6,075	$0.23M	0.0%	+942.0%	0.009%
2/10/2023	Lord Abbett & CO. LLC	814,127	$31.24M	0.1%	+26.3%	1.187%
2/10/2023	Artisan Partners Limited Partnership	1,276,050	$48.96M	0.1%	-7.4%	1.860%
2/10/2023	Jupiter Asset Management Ltd.	15,037	$0.58M	0.0%	-59.1%	0.022%
2/9/2023	Chevy Chase Trust Holdings LLC	37,217	$1.43M	0.0%	-26.7%	0.054%
2/9/2023	Mirae Asset Global Investments Co. Ltd.	27,328	$1.05M	0.0%	+1.1%	0.040%
2/9/2023	First Trust Advisors LP	257,380	$9.88M	0.0%	+1.4%	0.375%
2/9/2023	Jennison Associates LLC	246,531	$9.46M	0.0%	-2.0%	0.359%
2/9/2023	Victory Capital Management Inc.	309,491	$14.47M	0.0%	+272.5%	0.451%
2/9/2023	Dimensional Fund Advisors LP	1,015,971	$38.98M	0.0%	-1.1%	1.481%
2/9/2023	Principal Financial Group Inc.	474,940	$18.22M	0.0%	-10.7%	0.692%
2/9/2023	EverSource Wealth Advisors LLC	1,044	$40K	0.0%	-52.7%	0.002%
2/9/2023	Citigroup Inc.	4,314	$0.17M	0.0%	-12.1%	0.006%
2/9/2023	HighTower Advisors LLC	639,020	$24.52M	0.1%	N/A	0.932%
2/9/2023	Mercer Global Advisors Inc. ADV	13,054	$0.50M	0.0%	+3.6%	0.019%
2/8/2023	Raymond James Financial Services Advisors Inc.	7,323	$0.28M	0.0%	+4.4%	0.011%
2/8/2023	First National Bank of Omaha	53,134	$2.04M	0.1%	+8.8%	0.077%
2/8/2023	Raymond James & Associates	386,474	$14.83M	0.0%	+2.7%	0.563%
2/8/2023	Belpointe Asset Management LLC	1,800	$69K	0.0%	N/A	0.003%
2/8/2023	UBS Group AG	147,568	$5.66M	0.0%	+2.5%	0.215%
2/8/2023	Madison Asset Management LLC	794,816	$30.50M	0.5%	+1.1%	1.159%
2/8/2023	Swiss National Bank	154,800	$5.94M	0.0%	+0.7%	0.226%
2/8/2023	Russell Investments Group Ltd.	49,158	$1.89M	0.0%	-7.9%	0.072%
2/8/2023	AMG National Trust Bank	24,614	$0.94M	0.0%	+115.3%	0.036%
2/8/2023	Arizona State Retirement System	18,080	$0.69M	0.0%	+2.6%	0.026%
2/7/2023	State Board of Administration of Florida Retirement System	14,043	$0.54M	0.0%	+5.2%	0.020%
2/7/2023	LPL Financial LLC	41,912	$1.61M	0.0%	+6.0%	0.061%
2/7/2023	Shell Asset Management Co.	5,143	$0.20M	0.0%	-17.5%	0.007%
2/7/2023	Envestnet Asset Management Inc.	100,178	$3.84M	0.0%	+2.7%	0.146%
2/7/2023	Adirondack Retirement Specialists Inc.	297,988	$11.43M	11.6%	-12.0%	0.434%
2/7/2023	Oppenheimer Asset Management Inc.	32,587	$1.25M	0.0%	+32.7%	0.048%
2/6/2023	Brinker Capital Investments LLC	60,965	$2.34M	0.0%	+9.3%	0.089%
2/6/2023	Parallel Advisors LLC	7,123	$0.27M	0.0%	+3,010.5%	0.010%
2/6/2023	Asset Management One Co. Ltd.	18,502	$0.72M	0.0%	-65.7%	0.027%
2/3/2023	Emerald Mutual Fund Advisers Trust	600,738	$23.05M	1.4%	+0.7%	0.876%
2/3/2023	Emerald Advisers LLC	734,692	$28.19M	1.4%	+9.9%	1.071%
2/3/2023	Fisher Asset Management LLC	77,109	$2.96M	0.0%	+102.6%	0.112%
2/3/2023	Capital Investment Advisory Services LLC	5,755	$0.22M	0.0%	-7.9%	0.008%
2/2/2023	SG Americas Securities LLC	6,488	$0.25M	0.0%	-40.7%	0.009%
2/2/2023	Nisa Investment Advisors LLC	19,793	$0.76M	0.0%	+32.0%	0.029%

2/2/2023	ProShare Advisors LLC	8,203	$0.32M	0.0%	+16.7%	0.012%
2/1/2023	CWM LLC	27,521	$1.06M	0.0%	+7.7%	0.040%
2/1/2023	Legato Capital Management LLC	14,747	$0.57M	0.1%	N/A	0.021%
2/1/2023	Janney Montgomery Scott LLC	29,508	$1.13M	0.0%	-2.2%	0.043%
1/31/2023	Vaughan Nelson Investment Management L.P.	586,957	$22.52M	0.3%	-1.1%	0.856%
1/30/2023	New York State Common Retirement Fund	94,635	$3.63M	0.0%	+23.2%	0.138%
1/30/2023	Versor Investments LP	11,064	$0.43M	0.0%	-71.9%	0.016%
1/30/2023	Signaturefd LLC	1,754	$67K	0.0%	+38.7%	0.003%
1/27/2023	Tributary Capital Management LLC	428,827	$16.45M	1.6%	+2.9%	0.625%
1/27/2023	Natixis Advisors L.P.	99,800	$3.83M	0.0%	+115.2%	0.145%

(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, 328 institutional investors and hedge funds held shares of Moelis & Company. The most heavily invested institutionals were Kayne Anderson Rudnick Investment Management LLC ($234.25M), Vanguard Group Inc. ($219.06M), BlackRock Inc. ($187.69M), London Co. of Virginia ($112.50M), Alliancebernstein L.P. ($111.55M), JPMorgan Chase & Co. ($96.36M), and Timucuan Asset Management Inc. FL ($94.47M).Learn more on MC's institutional investors.
What percentage of Moelis & Company stock is owned by institutional investors?: 90.35% 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: Kayne Anderson Rudnick Investment Management LLC ($1.55M), Vaughan Nelson Investment Management L.P. ($0.95M), Victory Capital Management Inc. ($0.82M), Lord Abbett & CO. LLC ($0.79M), Renaissance Technologies LLC ($0.71M), Vanguard Group Inc. ($0.66M), and HighTower Advisors LLC ($0.66M).

How much institutional buying is happening at Moelis & Company?: Institutional investors have bought a total of 21,096,793 shares in the last 24 months. This purchase volume represents approximately $1.05B in transactions.
Which Moelis & Company major shareholders have been selling company stock?: Of the 191 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: Vaughan Nelson Investment Management L.P. ($0.97M), Alliancebernstein L.P. ($0.83M), Cramer Rosenthal Mcglynn LLC ($0.75M), Federated Hermes Inc. ($0.60M), JPMorgan Chase & Co. ($0.59M), Kayne Anderson Rudnick Investment Management LLC ($0.57M), and The Manufacturers Life Insurance Company ($0.53M).
How much institutional selling is happening at Moelis & Company?: Institutional investors have sold a total of 14,227,541 shares in the last 24 months. This volume of shares sold represents approximately $732.21M in transactions.

This page (NYSE:MC) was last updated on 3/25/2023 by MarketBeat.com Staff

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Moelis & Company - MC Institutional Ownership

MC Institutional Buying and Selling by Quarter

Moelis & Company Major Shareholders & Ownership History

MC Institutional Ownership - Frequently Asked Questions

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Moelis & Company - MC Institutional Ownership

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

MC Institutional Buying and Selling by Quarter

Moelis & Company Major Shareholders & Ownership History

MC Institutional Ownership - Frequently Asked Questions