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Moelis & Company (MC) Institutional Ownership

Moelis & Company logo
$68.43 -0.12 (-0.17%)
Closing price 07/2/2026 03:59 PM Eastern
Extended Trading
$68.53 +0.09 (+0.14%)
As of 07/2/2026 05:54 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 Massive. 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)
271
Total
Institutional Inflows
(last 12 months)
$968.76M
Number of
Institutional Sellers
(last 12 months)
170
Total
Institutional Outflows
(last 12 months)
$423.33M
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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
7/2/2026 Versant Capital Management Inc1,371$90K0.0%+57.4%0.002%
5/27/2026Alpine Woods Capital Investors LLC4,059$231K0.1%N/A0.005%
5/19/2026Western Wealth Management LLC886$51K0.0%N/A0.001%
5/19/2026Bank of America Corp DE693,812$39.55M0.0%+0.9%0.883%
5/18/2026Amundi7,296$416K0.0%N/A0.009%
5/18/2026EverSource Wealth Advisors LLC1,183$67K0.0%+44.3%0.002%
5/18/2026California State Teachers Retirement System87,887$5.01M0.0%+24.7%0.112%
5/18/2026Royal Bank of Canada649,724$37.04M0.0%+43.1%0.827%
5/18/2026Empowered Funds LLC96,426$5.50M0.0%+26.8%0.123%
5/16/2026The Manufacturers Life Insurance Company 566,155$32.27M0.0%-0.9%0.721%
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5/16/2026Quantinno Capital Management LP87,535$4.99M0.0%+203.6%0.111%
5/15/2026London Co. of Virginia2,903,947$165.53M1.0%-5.2%3.696%
5/15/2026Entropy Technologies LP16,841$960K0.0%N/A0.021%
5/14/2026Healthcare of Ontario Pension Plan Trust Fund7,494$427K0.0%N/A0.010%
5/14/2026Renaissance Technologies LLC219,500$12.51M0.0%-25.8%0.279%
5/14/2026Gabelli Funds LLC43,850$2.50M0.0%+36.8%0.056%
5/14/2026Arrowstreet Capital Limited Partnership273,954$15.62M0.0%N/A0.349%
5/14/2026Inceptionr LLC8,348$476K0.1%N/A0.011%
5/14/2026Sei Investments Co.326,357$18.60M0.0%-2.1%0.415%
5/14/2026State of Wyoming4,366$249K0.0%-72.0%0.006%
5/13/2026Cetera Investment Advisers12,635$720K0.0%+4.0%0.016%
5/13/2026NewEdge Wealth LLC40,069$2.28M0.0%-9.1%0.051%
5/13/2026First Trust Advisors LP84,167$4.80M0.0%-4.0%0.107%
5/8/2026PNC Financial Services Group Inc.9,936$566K0.0%+29.5%0.013%
5/8/2026Madison Asset Management LLC1,773,735$101.10M1.3%+45.6%2.285%
5/7/2026Meeder Asset Management Inc.5,547$316K0.0%N/A0.007%
5/7/2026Dimensional Fund Advisors LP1,277,774$72.83M0.0%+5.0%1.646%
5/7/2026KBC Group NV2,800$160K0.0%+39.0%0.004%
5/7/2026Roubaix Capital LLC40,967$2.34M1.1%N/A0.053%
5/6/2026Freemont Management S.A.63,400$3.61M0.5%N/A0.082%
5/6/2026Jennison Associates LLC792,617$45.18M0.0%-15.3%1.021%
5/5/2026Bank of New York Mellon Corp993,897$56.65M0.0%-1.1%1.280%
5/5/2026Illinois Municipal Retirement Fund40,697$2.32M0.0%+11.6%0.052%
5/5/2026Sanctuary Advisors LLC5,681$324K0.0%-46.7%0.007%
5/4/2026Emerald Mutual Fund Advisers Trust342,465$19.52M0.9%-5.8%0.441%
5/4/2026Emerald Advisers LLC548,077$31.24M1.0%-11.0%0.706%
5/4/2026Principal Financial Group Inc.361,858$20.63M0.0%+2.3%0.466%
5/2/2026Diversify Wealth Management LLC95,168$5.43M0.1%+0.3%0.123%
5/1/2026Fifth Third Bancorp38,953$2.22M0.0%+9,022.5%0.050%
4/30/2026Hsbc Holdings PLC48,906$2.77M0.0%+147.9%0.063%
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4/30/2026Greenwood Capital Associates LLC7,902$450K0.0%-63.1%0.010%
4/29/2026Strata Wealth Advisors LLC10,960$625K0.2%-3.8%0.014%
4/28/2026DGS Capital Management LLC6,263$357K0.1%-9.4%0.008%
4/28/2026Praxis Investment Management Inc.3,694$211K0.0%-28.8%0.005%
4/28/2026QRG Capital Management Inc.4,653$265K0.0%-23.4%0.006%
4/27/2026Moran Wealth Management LLC33,175$1.89M0.1%+1.2%0.043%
4/27/2026World Investment Advisors5,527$315K0.0%-12.1%0.007%
4/27/2026New York State Teachers Retirement System33,567$1.91M0.0%-6.6%0.043%
4/27/2026Private Advisor Group LLC7,474$426K0.0%+20.7%0.010%
4/27/2026Y Intercept Hong Kong Ltd69,769$3.98M0.1%N/A0.090%
4/27/2026Elevation Point Wealth Partners LLC7,107$405K0.0%+131.7%0.009%
4/25/2026Strs Ohio22,600$1.29M0.0%+52.7%0.029%
4/25/2026Keybank National Association OH5,526$315K0.0%-23.7%0.007%
4/24/2026Root Financial Partners LLC455$26K0.0%+292.2%0.001%
4/24/2026Fulton Bank N.A.6,163$351K0.0%-4.9%0.008%
4/23/2026Drucker Wealth 3.0 LLC15,003$855K0.1%+8.3%0.019%
4/23/2026Inspire Investing LLC30,605$1.74M0.1%N/A0.039%
4/22/2026Janney Montgomery Scott LLC49,620$2.83M0.0%+58.9%0.064%
4/22/2026Fort Washington Investment Advisors Inc. OH380,720$21.70M0.1%N/A0.490%
4/22/2026Pictet Asset Management Holding SA12,218$696K0.0%+6.1%0.016%
4/21/2026Wasatch Advisors LP3,742,624$213.33M1.4%+9.0%4.821%
4/21/2026Wesbanco Bank Inc.9,339$532K0.0%+5.1%0.012%
4/21/2026Louisiana State Employees Retirement System32,800$1.87M0.0%N/A0.042%
4/20/2026Kestra Private Wealth Services LLC8,503$485K0.0%N/A0.011%
4/17/2026Campbell Newman Asset Management Inc.16,861$961K0.1%+1.8%0.022%
4/16/2026SG Americas Securities LLC32,716$1.87M0.0%+8.5%0.042%
3/20/2026Hsbc Holdings PLC19,726$1.36M0.0%+541.5%0.025%
3/17/2026Rockefeller Capital Management L.P.5,512$379K0.0%+11.0%0.007%
3/13/2026World Investment Advisors6,289$432K0.0%-14.2%0.008%
3/9/2026Corient Private Wealth LLC10,486$721K0.0%+43.6%0.013%
3/6/2026Hsbc Holdings PLC19,726$1.36M0.0%+541.5%0.025%
2/24/2026DGS Capital Management LLC6,912$475K0.1%+50.8%0.009%
2/19/2026Invesco Ltd.193,390$13.29M0.0%-7.6%0.247%
2/19/2026Corient Private Wealth LLC17,653$1.21M0.0%+141.7%0.023%
2/18/2026Mercer Global Advisors Inc. ADV14,962$1.03M0.0%+18.0%0.019%
2/18/2026State of Tennessee Department of Treasury34,110$2.45M0.0%-15.2%0.044%
2/18/2026Mackenzie Financial Corp5,424$381K0.0%-92.8%0.007%
2/18/2026NewEdge Advisors LLC429$29K0.0%-52.4%0.001%
2/18/2026Empowered Funds LLC76,054$5.23M0.0%+16.3%0.097%
2/18/2026XTX Topco Ltd7,318$503K0.0%-16.0%0.009%
2/18/2026Zacks Investment Management31,056$2.14M0.0%+3.5%0.040%
2/18/2026Susquehanna Portfolio Strategies LLC151,452$10.41M0.2%-4.5%0.193%
2/18/2026Tudor Investment Corp ET AL207,885$14.29M0.0%+159.3%0.265%
2/18/2026Odyssean LLC10,618$730K0.5%N/A0.014%
2/18/2026Millennium Management LLC87,842$6.04M0.0%+2.5%0.112%
2/18/2026Man Group plc35,911$2.47M0.0%+7.9%0.046%
2/18/2026Janus Henderson Group PLC34,626$2.38M0.0%-85.9%0.044%
2/18/2026Balyasny Asset Management L.P.885,321$60.86M0.1%N/A1.130%
2/18/2026Bamco Inc. NY513,197$35.28M0.1%-2.4%0.655%
2/17/2026Freestone Grove Partners LP345,769$23.77M0.2%N/A0.441%
Trump's New Dollar (Ad)

Porter Stansberry says President Trump has signed an executive order initiating what he calls a full U.S. dollar reset - and most Americans don't know it's happening. The last time America underwent a monetary shift like this, under Nixon in the 1970s, it minted an average of 1,300 new millionaires a day for over half a century. Stansberry has released a new documentary naming the assets he believes are positioned to surge as a result.tc pixel

Watch the free briefing and see the three steps to prepare today
2/17/2026Schonfeld Strategic Advisors LLC18,377$1.26M0.0%-70.5%0.023%
2/17/2026AQR Capital Management LLC234,196$16.10M0.0%+25.2%0.299%
2/17/2026Cetera Investment Advisers12,147$835K0.0%+13.4%0.016%
2/17/2026EFG International AG71,000$4.88M0.1%N/A0.091%
2/17/2026Sandler Capital Management11,988$824K0.3%-57.4%0.015%
2/17/2026Equitable Holdings Inc.3,081$212K0.0%-13.9%0.004%
2/17/2026Jump Financial LLC3,900$268K0.0%-73.5%0.005%
2/17/2026Price T Rowe Associates Inc. MD825,722$56.76M0.0%+9.9%1.054%
2/17/2026Osaic Holdings Inc.8,515$585K0.0%-37.4%0.011%
2/17/2026Adage Capital Partners GP L.L.C.239,900$16.49M0.0%N/A0.306%


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), Charles Schwab Investment Management Inc. ($219.59M), Wasatch Advisors LP ($213.33M), State Street Corp ($196.35M), London Co. of Virginia ($165.53M), and Ameriprise Financial Inc. ($162.03M).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 376 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. ($2.24M), Norges Bank ($1.84M), Balyasny Asset Management L.P. ($1.38M), Madison Investment Advisors LLC ($1.16M), Wasatch Advisors LP ($1.01M), Assenagon Asset Management S.A. ($928.72K), and Raymond James Financial Inc. ($837.69K).

Institutional investors have bought a total of 14,787,616 shares in the last 24 months. This purchase volume represents approximately $968.76M in transactions.

Of the 170 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: London Co. of Virginia ($639.26K), Azora Capital LP ($526.89K), Qube Research & Technologies Ltd ($407.20K), Lord Abbett & CO. LLC ($346.29K), Vanguard Group Inc. ($340.59K), JPMorgan Chase & Co. ($327.09K), and Invesco Ltd. ($259.13K).

Institutional investors have sold a total of 6,308,440 shares in the last 24 months. This volume of shares sold represents approximately $423.33M in transactions.


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This page (NYSE:MC) was last updated on 7/5/2026 by MarketBeat.com Staff.
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