Moelis & Company (MC) Institutional Ownership

$65.92 +0.16 (+0.25%)

Closing price 05/22/2026 03:59 PM Eastern

Extended Trading

$65.78 -0.14 (-0.22%)

As of 05/22/2026 04:41 PM Eastern

Compare

Current Institutional Ownership Percentage: 91.53%
Number of Institutional Buyers (last 12 months): 270
Total Institutional Inflows (last 12 months): $971.54M

Number of Institutional Sellers (last 12 months): 171
Total Institutional Outflows (last 12 months): $430.22M

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.

MC Institutional Buying and Selling by Quarter

Moelis & Company Major Shareholders & Ownership History

Export

Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
5/19/2026	Western Wealth Management LLC	886	$51K	0.0%	N/A	0.001%
5/19/2026	Bank of America Corp DE	693,812	$39.55M	0.0%	+0.9%	0.883%
5/18/2026	Amundi	7,296	$416K	0.0%	N/A	0.009%
5/18/2026	EverSource Wealth Advisors LLC	1,183	$67K	0.0%	+44.3%	0.002%
5/18/2026	California State Teachers Retirement System	87,887	$5.01M	0.0%	+24.7%	0.112%
5/18/2026	Royal Bank of Canada	649,724	$37.04M	0.0%	+43.1%	0.827%
5/18/2026	Empowered Funds LLC	96,426	$5.50M	0.0%	+26.8%	0.123%
5/16/2026	The Manufacturers Life Insurance Company	566,155	$32.27M	0.0%	-0.9%	0.721%
5/16/2026	Quantinno Capital Management LP	87,535	$4.99M	0.0%	+203.6%	0.111%
5/15/2026	London Co. of Virginia	2,903,947	$165.53M	1.0%	-5.2%	3.696%
Get the Latest News and Ratings for MC and Related Stocks Enter your email address below to receive the latest news and analysts' ratings for Moelis & Company and its competitors with MarketBeat's FREE daily newsletter.
5/15/2026	Entropy Technologies LP	16,841	$960K	0.0%	N/A	0.021%
5/14/2026	Healthcare of Ontario Pension Plan Trust Fund	7,494	$427K	0.0%	N/A	0.010%
5/14/2026	Renaissance Technologies LLC	219,500	$12.51M	0.0%	-25.8%	0.279%
5/14/2026	Gabelli Funds LLC	43,850	$2.50M	0.0%	+36.8%	0.056%
5/14/2026	Arrowstreet Capital Limited Partnership	273,954	$15.62M	0.0%	N/A	0.349%
5/14/2026	Inceptionr LLC	8,348	$476K	0.1%	N/A	0.011%
5/14/2026	Sei Investments Co.	326,357	$18.60M	0.0%	-2.1%	0.415%
5/14/2026	State of Wyoming	4,366	$249K	0.0%	-72.0%	0.006%
5/13/2026	Cetera Investment Advisers	12,635	$720K	0.0%	+4.0%	0.016%
5/13/2026	NewEdge Wealth LLC	40,069	$2.28M	0.0%	-9.1%	0.051%
5/13/2026	First Trust Advisors LP	84,167	$4.80M	0.0%	-4.0%	0.107%
5/8/2026	PNC Financial Services Group Inc.	9,936	$566K	0.0%	+29.5%	0.013%
5/8/2026	Madison Asset Management LLC	1,773,735	$101.10M	1.3%	+45.6%	2.285%
5/7/2026	Meeder Asset Management Inc.	5,547	$316K	0.0%	N/A	0.007%
5/7/2026	Dimensional Fund Advisors LP	1,277,774	$72.83M	0.0%	+5.0%	1.646%
5/7/2026	KBC Group NV	2,800	$160K	0.0%	+39.0%	0.004%
5/7/2026	Roubaix Capital LLC	40,967	$2.34M	1.1%	N/A	0.053%
5/6/2026	Freemont Management S.A.	63,400	$3.61M	0.5%	N/A	0.082%
5/6/2026	Jennison Associates LLC	792,617	$45.18M	0.0%	-15.3%	1.021%
5/5/2026	Bank of New York Mellon Corp	993,897	$56.65M	0.0%	-1.1%	1.280%
5/5/2026	Illinois Municipal Retirement Fund	40,697	$2.32M	0.0%	+11.6%	0.052%
5/5/2026	Sanctuary Advisors LLC	5,681	$324K	0.0%	-46.7%	0.007%
5/4/2026	Emerald Mutual Fund Advisers Trust	342,465	$19.52M	0.9%	-5.8%	0.441%
5/4/2026	Emerald Advisers LLC	548,077	$31.24M	1.0%	-11.0%	0.706%
5/4/2026	Principal Financial Group Inc.	361,858	$20.63M	0.0%	+2.3%	0.466%
5/2/2026	Diversify Wealth Management LLC	95,168	$5.43M	0.1%	+0.3%	0.123%
5/1/2026	Fifth Third Bancorp	38,953	$2.22M	0.0%	+9,022.5%	0.050%
4/30/2026	Hsbc Holdings PLC	48,906	$2.77M	0.0%	+147.9%	0.063%
4/30/2026	Greenwood Capital Associates LLC	7,902	$450K	0.0%	-63.1%	0.010%
4/29/2026	Strata Wealth Advisors LLC	10,960	$625K	0.2%	-3.8%	0.014%
SpaceX eyes a 1.75 trillion valuation - here's what to know (Ad) Elon Musk's team has quietly filed confidential paperwork with the SEC for what Bloomberg estimates could be a $1.75 trillion IPO - larger than Saudi Aramco and any tech offering in history. CNBC calls it 'the big market event of 2026.' According to former tech executive and angel investor Jeff Brown, there's a way to claim a stake before the public filing drops, starting with as little as $500. See how to get positioned in SpaceX before the announcement goes public
4/28/2026	DGS Capital Management LLC	6,263	$357K	0.1%	-9.4%	0.008%
4/28/2026	Praxis Investment Management Inc.	3,694	$211K	0.0%	-28.8%	0.005%
4/28/2026	QRG Capital Management Inc.	4,653	$265K	0.0%	-23.4%	0.006%
4/27/2026	Moran Wealth Management LLC	33,175	$1.89M	0.1%	+1.2%	0.043%
4/27/2026	World Investment Advisors	5,527	$315K	0.0%	-12.1%	0.007%
4/27/2026	New York State Teachers Retirement System	33,567	$1.91M	0.0%	-6.6%	0.043%
4/27/2026	Private Advisor Group LLC	7,474	$426K	0.0%	+20.7%	0.010%
4/27/2026	Y Intercept Hong Kong Ltd	69,769	$3.98M	0.1%	N/A	0.090%
4/27/2026	Elevation Point Wealth Partners LLC	7,107	$405K	0.0%	+131.7%	0.009%
4/25/2026	Strs Ohio	22,600	$1.29M	0.0%	+52.7%	0.029%
4/25/2026	Keybank National Association OH	5,526	$315K	0.0%	-23.7%	0.007%
4/24/2026	Root Financial Partners LLC	455	$26K	0.0%	+292.2%	0.001%
4/24/2026	Fulton Bank N.A.	6,163	$351K	0.0%	-4.9%	0.008%
4/23/2026	Drucker Wealth 3.0 LLC	15,003	$855K	0.1%	+8.3%	0.019%
4/23/2026	Inspire Investing LLC	30,605	$1.74M	0.1%	N/A	0.039%
4/22/2026	Janney Montgomery Scott LLC	49,620	$2.83M	0.0%	+58.9%	0.064%
4/22/2026	Fort Washington Investment Advisors Inc. OH	380,720	$21.70M	0.1%	N/A	0.490%
4/22/2026	Pictet Asset Management Holding SA	12,218	$696K	0.0%	+6.1%	0.016%
4/21/2026	Wasatch Advisors LP	3,742,624	$213.33M	1.4%	+9.0%	4.821%
4/21/2026	Wesbanco Bank Inc.	9,339	$532K	0.0%	+5.1%	0.012%
4/21/2026	Louisiana State Employees Retirement System	32,800	$1.87M	0.0%	N/A	0.042%
4/20/2026	Kestra Private Wealth Services LLC	8,503	$485K	0.0%	N/A	0.011%
4/17/2026	Campbell Newman Asset Management Inc.	16,861	$961K	0.1%	+1.8%	0.022%
4/16/2026	SG Americas Securities LLC	32,716	$1.87M	0.0%	+8.5%	0.042%
3/20/2026	Hsbc Holdings PLC	19,726	$1.36M	0.0%	+541.5%	0.025%
3/17/2026	Rockefeller Capital Management L.P.	5,512	$379K	0.0%	+11.0%	0.007%
3/13/2026	World Investment Advisors	6,289	$432K	0.0%	-14.2%	0.008%
3/9/2026	Corient Private Wealth LLC	10,486	$721K	0.0%	+43.6%	0.013%
3/6/2026	Hsbc Holdings PLC	19,726	$1.36M	0.0%	+541.5%	0.025%
2/24/2026	DGS Capital Management LLC	6,912	$475K	0.1%	+50.8%	0.009%
2/19/2026	Invesco Ltd.	193,390	$13.29M	0.0%	-7.6%	0.247%
2/19/2026	Corient Private Wealth LLC	17,653	$1.21M	0.0%	+141.7%	0.023%
2/18/2026	Mercer Global Advisors Inc. ADV	14,962	$1.03M	0.0%	+18.0%	0.019%
2/18/2026	State of Tennessee Department of Treasury	34,110	$2.45M	0.0%	-15.2%	0.044%
2/18/2026	Mackenzie Financial Corp	5,424	$381K	0.0%	-92.8%	0.007%
2/18/2026	NewEdge Advisors LLC	429	$29K	0.0%	-52.4%	0.001%
2/18/2026	Empowered Funds LLC	76,054	$5.23M	0.0%	+16.3%	0.097%
2/18/2026	XTX Topco Ltd	7,318	$503K	0.0%	-16.0%	0.009%
2/18/2026	Zacks Investment Management	31,056	$2.14M	0.0%	+3.5%	0.040%
2/18/2026	Susquehanna Portfolio Strategies LLC	151,452	$10.41M	0.2%	-4.5%	0.193%
2/18/2026	Tudor Investment Corp ET AL	207,885	$14.29M	0.0%	+159.3%	0.265%
2/18/2026	Odyssean LLC	10,618	$730K	0.5%	N/A	0.014%
2/18/2026	Millennium Management LLC	87,842	$6.04M	0.0%	+2.5%	0.112%
2/18/2026	Man Group plc	35,911	$2.47M	0.0%	+7.9%	0.046%
2/18/2026	Janus Henderson Group PLC	34,626	$2.38M	0.0%	-85.9%	0.044%
2/18/2026	Balyasny Asset Management L.P.	885,321	$60.86M	0.1%	N/A	1.130%
2/18/2026	Bamco Inc. NY	513,197	$35.28M	0.1%	-2.4%	0.655%
2/17/2026	Freestone Grove Partners LP	345,769	$23.77M	0.2%	N/A	0.441%
2/17/2026	Schonfeld Strategic Advisors LLC	18,377	$1.26M	0.0%	-70.5%	0.023%
2/17/2026	AQR Capital Management LLC	234,196	$16.10M	0.0%	+25.2%	0.299%
Nobody Understands Why Trump Is Invading Iran (here’s the answer) (Ad) Most investors are reacting to the Iran strikes without understanding the underlying motive driving the decision. Addison Wiggin, Founder of Grey Swan Investment Fraternity, says there is a hidden reason behind the bombing - and knowing it could change how you position your money right now. Discover the real reason behind the Iran strikes before markets react
2/17/2026	Cetera Investment Advisers	12,147	$835K	0.0%	+13.4%	0.016%
2/17/2026	EFG International AG	71,000	$4.88M	0.1%	N/A	0.091%
2/17/2026	Sandler Capital Management	11,988	$824K	0.3%	-57.4%	0.015%
2/17/2026	Equitable Holdings Inc.	3,081	$212K	0.0%	-13.9%	0.004%
2/17/2026	Jump Financial LLC	3,900	$268K	0.0%	-73.5%	0.005%
2/17/2026	Price T Rowe Associates Inc. MD	825,722	$56.76M	0.0%	+9.9%	1.054%
2/17/2026	Osaic Holdings Inc.	8,515	$585K	0.0%	-37.4%	0.011%
2/17/2026	Adage Capital Partners GP L.L.C.	239,900	$16.49M	0.0%	N/A	0.306%
2/17/2026	California State Teachers Retirement System	70,476	$4.85M	0.0%	+1.9%	0.090%
2/17/2026	Russell Investments Group Ltd.	28,215	$1.94M	0.0%	+3.3%	0.036%

MC Institutional Ownership - Frequently Asked Questions

During the previous two years, 419 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 375 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 14,835,247 shares in the last 24 months. This purchase volume represents approximately $971.54M in transactions.

Of the 171 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 6,426,565 shares in the last 24 months. This volume of shares sold represents approximately $430.22M in transactions.

Related Companies

This page (NYSE:MC) was last updated on 5/25/2026 by MarketBeat.com Staff.

From Our Partners

Get 30 Days of MarketBeat All Access for Free

Start Your 30-Day Trial

In-depth profiles and analysis for 20,000 public companies.
Real-time analyst ratings, insider transactions, earnings data, and more.
Our daily ratings and market update email newsletter.

Sign In
Create Account

Your Email Address:

Your Password:

Forgot your password?

Your Email Address:

Choose a Password:

By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

Moelis & Company (MC) Institutional Ownership

MC Institutional Buying and Selling by Quarter

Moelis & Company Major Shareholders & Ownership History

MC Institutional Ownership - Frequently Asked Questions

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

MarketBeat Products

Popular Tools

Financial Calendars

Terms & Info

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

Who are the largest shareholders of MC shares?

What percentage of Moelis & Company's stock is owned by institutional investors?

Which institutional investors have been buying Moelis & Company's stock?

How much institutional buying is happening at Moelis & Company?

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

How much institutional selling is happening at Moelis & Company?

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools