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Moelis & Company (MC) Institutional Ownership

Moelis & Company logo
$63.56 +1.24 (+1.99%)
Closing price 03:59 PM Eastern
Extended Trading
$63.50 -0.06 (-0.09%)
As of 05:13 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)
290
Total
Institutional Inflows
(last 12 months)
$1.19B
Number of
Institutional Sellers
(last 12 months)
180
Total
Institutional Outflows
(last 12 months)
$512.81M
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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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
5/2/2026 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%
4/28/2026 DGS 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%
3/17/2026Rockefeller 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%
3/9/2026Corient Private Wealth LLC10,486$721K0.0%+43.6%0.013%
3/6/2026 Hsbc Holdings PLC19,726$1.36M0.0%+541.5%0.025%
2/24/2026 DGS 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%
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%
2/17/2026California State Teachers Retirement System70,476$4.85M0.0%+1.9%0.090%
2/17/2026Russell Investments Group Ltd.28,215$1.94M0.0%+3.3%0.036%
2/17/2026Maryland State Retirement & Pension System10,906$750K0.0%+2.3%0.014%
2/17/2026London Co. of Virginia3,061,979$210.48M1.2%-6.2%3.910%
2/17/2026State of Wisconsin Investment Board4,035$277K0.0%-43.3%0.005%
2/17/2026Kemnay Advisory Services Inc.2,041$140K0.0%N/A0.003%
2/17/2026Captrust Financial Advisors11,368$781K0.0%+11.0%0.015%
2/17/2026Artisan Partners Limited Partnership343,997$23.65M0.0%-15.7%0.439%
2/17/2026&PARTNERS52,991$3.64M0.0%+3.1%0.068%
2/17/2026Heard Capital LLC981,510$67.47M3.2%+29.7%1.253%
2/17/2026Royal Bank of Canada453,972$31.21M0.0%-35.8%0.580%
2/17/2026Magnetar Financial LLC36,516$2.51M0.0%N/A0.047%
2/16/2026Squarepoint Ops LLC11,417$785K0.0%-72.0%0.015%
2/16/2026Vanguard Personalized Indexing Management LLC15,377$1.06M0.0%+5.1%0.020%
2/16/2026Verition Fund Management LLC6,800$467K0.0%-81.3%0.009%
2/16/2026MML Investors Services LLC6,851$471K0.0%-15.3%0.009%
2/16/2026Mariner LLC15,117$1.04M0.0%+17.6%0.019%
2/16/2026Barclays PLC130,959$9.00M0.0%+8.1%0.167%
2/13/2026 Kestra Advisory Services LLC2,136$147K0.0%N/A0.003%
2/13/2026The Manufacturers Life Insurance Company 571,167$39.26M0.0%+5.4%0.729%
2/13/2026CANADA LIFE ASSURANCE Co86,234$5.93M0.0%+12.6%0.110%
2/13/2026Stifel Financial Corp133,466$9.17M0.0%-3.4%0.170%
2/13/2026Advyzon Investment Management LLC8,066$554K0.1%N/A0.010%
2/13/2026Morgan Stanley813,212$55.90M0.0%-2.9%1.038%
2/13/2026Public Sector Pension Investment Board256,092$17.60M0.1%-11.5%0.327%
2/13/2026First Trust Advisors LP87,666$6.03M0.0%+176.5%0.112%
2/13/2026Channing Capital Management LLC233,532$16.05M0.4%N/A0.298%
2/13/2026Integrated Wealth Concepts LLC4,497$309K0.0%-52.4%0.006%
2/13/2026Timucuan Asset Management Inc. FL1,405,796$96.63M3.1%-1.1%1.795%
2/13/2026Charles Schwab Investment Management Inc.3,194,479$219.59M0.0%+2.1%4.079%
2/13/2026 Police & Firemen s Retirement System of New Jersey20,267$1.39M0.0%-1.5%0.026%


MC Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of MC shares?

During the previous two years, 424 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), London Co. of Virginia ($210.48M), State Street Corp ($196.35M), and Ameriprise Financial Inc. ($162.03M).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 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).

How much institutional buying is happening at Moelis & Company?

Institutional investors have bought a total of 18,464,927 shares in the last 24 months. This purchase volume represents approximately $1.19B in transactions.

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

Of the 178 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 ($597.37K), Lord Abbett & CO. LLC ($595.56K), Azora Capital LP ($526.89K), London Co. of Virginia ($481.23K), Qube Research & Technologies Ltd ($407.20K), Vanguard Group Inc. ($340.59K), and JPMorgan Chase & Co. ($327.09K).

How much institutional selling is happening at Moelis & Company?

Institutional investors have sold a total of 7,832,222 shares in the last 24 months. This volume of shares sold represents approximately $512.81M in transactions.


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