Free Trial
→ This AI fund posted a 34 percent annualized payout last month (From Investors Alley) (Ad)tc pixel Free MC Stock Alerts

Moelis & Company (MC) Institutional Ownership

Moelis & Company logo
$56.14 -1.45 (-2.52%)
Closing price 10/13/2026 03:59 PM Eastern
Extended Trading
$56.76 +0.63 (+1.12%)
As of 04:11 AM 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.
Compare

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

Current
Institutional Ownership
Percentage
91.53%
Number of
Institutional Buyers
(last 12 months)
223
Total
Institutional Inflows
(last 12 months)
$819.49M
Number of
Institutional Sellers
(last 12 months)
145
Total
Institutional Outflows
(last 12 months)
$374.15M
Get MC Insider Trade Alerts

Want to know when executives and insiders are buying or selling Moelis & Company stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

MC Institutional Buying and Selling by Quarter

Moelis & Company Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/13/2026Salvus Wealth Management LLC28,928$1.66M0.9%-2.6%0.037%
10/9/2026GAMMA Investing LLC2,799$161K0.0%+88.0%0.004%
10/8/2026Farther Finance Advisors LLC788$45K0.0%+166.2%0.001%
10/6/2026Central Pacific Bank Trust Division3,330$192K0.0%+23.8%0.004%
9/23/2026QRG Capital Management Inc.5,206$341K0.0%+11.9%0.007%
9/23/2026Envestnet Portfolio Solutions Inc.3,369$220K0.0%N/A0.004%
9/9/2026Junto Capital Management LP481,954$31.53M0.6%N/A0.616%
9/9/2026Tidal Investments LLC31,483$2.06M0.0%-13.9%0.040%
9/9/2026WINTON GROUP Ltd12,422$813K0.0%-89.7%0.016%
9/9/2026Integrated Wealth Concepts LLC5,265$344K0.0%-44.2%0.007%
9/8/2026Nykredit A S1,515$99K0.0%N/A0.002%
8/27/2026Corient Private Wealth LP58,232$3.81M0.0%+1.1%0.074%
8/25/2026VIRGINIA RETIREMENT SYSTEMS ET Al4,900$321K0.0%N/A0.006%
8/22/2026Odyssean LLC43,912$2.87M0.5%+70.7%0.056%
8/21/2026Nykredit A S1,515$99K0.0%N/A0.002%
8/21/2026B. Metzler seel. Sohn & Co. AG71,989$4.71M0.0%-0.3%0.092%
8/18/2026Public Employees Retirement System of Ohio1,343$88K0.0%N/A0.002%
8/11/2026Madison Asset Management LLC1,667,157$109.07M1.3%N/A2.130%
7/10/2026Wasatch Advisors LP3,246,593$212.39M1.4%-13.3%4.133%
7/10/2026Salvus Wealth Management LLC29,689$1.94M1.1%-4.1%0.038%
7/10/2026Fulton Bank N.A.6,931$453K0.0%+12.5%0.009%
7/9/2026Allied Private Wealth LLC390$25K0.0%N/A0.000%
7/9/2026Hennion & Walsh Asset Management Inc.20,525$1.34M0.0%+2.4%0.026%
7/8/2026Trust Point Inc.5,513$361K0.0%-35.0%0.007%
7/7/2026GAMMA Investing LLC1,489$97K0.0%+11.5%0.002%
7/7/2026Central 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%
5/27/2026Alpine 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 Company566,155$32.27M0.0%-0.9%0.721%
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%
Why Some AI Stocks Already Surged Over 300 Percent (Ad)

Jason Bodner's system flagged Nvidia before a 7000 percent run, Super Micro Computer before a 2600 percent run, and Vertiv before a 1900 percent run. Now he's tracking a radical light-speed technology that could make AI 100 times faster and 100 times more energy efficient. Stocks tied to it have already climbed 133 percent, 217 percent, and 320 percent.tc pixel

See the light-speed AI technology and get Jason's number one pick free
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%
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%
Elon's next millionaires start October 24? (Ad)

SpaceX minted 4,400 millionaires in a single day, and Tesla has turned more than 5,000 employees into millionaires. One welder's $10,000 stock package made him a millionaire on IPO day. Former Wall Street CEO Dylan Jovine says Elon Musk's next venture could outsize everything he's built before. It runs on an obscure AI firm Musk has relied on since 2012, supplying crucial technology to Tesla, Starlink and SpaceX.tc pixel

See Elon's overlooked AI stock before the October 24 deadline
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%


MC Institutional Ownership - Frequently Asked Questions

During the previous two years, 422 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 ($212.39M), 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 380 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: 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), Wasatch Advisors LP ($1.01M), and Assenagon Asset Management S.A. ($928.72K).

Institutional investors have bought a total of 12,305,263 shares in the last 24 months. This purchase volume represents approximately $819.49M in transactions.

Of the 145 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 5,494,113 shares in the last 24 months. This volume of shares sold represents approximately $374.15M in transactions.


Related Companies

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 10/13/2026. New 13F filings are added each quarter as they're published.
From Our Partners
Wall Street legend reveals his top AI stock before Oct. 20
Marc Chaikin, the 60-year Wall Street veteran behind the Power Gauge rating system, has flagged a new AI stock...
Chaikin Analytics | Sponsoredtc pixel
Trump's about to unleash his Midterm Weapon
Trump is turning the midterms into a referendum on American energy, pushing for more oil, more gas, and lower ...
Monument Traders Alliance | Sponsoredtc pixel
A Simple Guide to Options Trading While It's Still Free
A free copy of Options Trading Made Simple is available now but wont stay that way for long. Chris Rowe cal...
True Market Insiders | Sponsoredtc pixel
This AI fund posted a 34 percent annualized payout last month
One small fund tied to artificial intelligence stocks delivered $1,051 in a single month, not through selling ...
Investors Alley | Sponsoredtc pixel
Federal Reserve Reveals Disturbing New Plan To Control Your Money
Docket No. OP-1670 is drawing attention for what it reveals about the Federal Reserve's next move. Buried on p...
Weiss Ratings | Sponsoredtc pixel
INSANE DRONE FOOTAGE
New drone footage shows a mysterious factory rising at one of Elon Musk's most secure facilities, cleared and ...
Paradigm Press | Sponsoredtc pixel
Why Some AI Stocks Already Surged Over 300 Percent
Jason Bodner's system flagged Nvidia before a 7000 percent run, Super Micro Computer before a 2600 percent run...
Brownstone Research | Sponsoredtc pixel
I'm giving you a space stock today. Free.
On December 8th, $600 billion in frozen SpaceX stock comes loose. Dylan Jovine says one simple purchase in any...
Behind the Markets | Sponsoredtc pixel