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Germany, EU reach agreement in combustion engine row
Bank failures and rescue test Yellen's decades of experience
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'What can we do?': Millions in African countries need power
Buy THIS stock before Taiwan is attacked (Ad)
Judge rules online archive's book service violated copyright
Renamed Horseshoe to host Poker World Series on Vegas Strip
S&P 500   3,970.99
DOW   32,237.53
QQQ   310.89
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Germany, EU reach agreement in combustion engine row
Bank failures and rescue test Yellen's decades of experience
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Intel co-founder, philanthropist Gordon Moore dies at 94
'What can we do?': Millions in African countries need power
Buy THIS stock before Taiwan is attacked (Ad)
Judge rules online archive's book service violated copyright
Renamed Horseshoe to host Poker World Series on Vegas Strip
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DOW   32,237.53
QQQ   310.89
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Germany, EU reach agreement in combustion engine row
Bank failures and rescue test Yellen's decades of experience
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Intel co-founder, philanthropist Gordon Moore dies at 94
'What can we do?': Millions in African countries need power
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Judge rules online archive's book service violated copyright
Renamed Horseshoe to host Poker World Series on Vegas Strip
NYSE:MC

Moelis & Company - MC Institutional Ownership

$37.75
-0.83 (-2.15%)
(As of 03/24/2023 12:00 AM ET)
Add
Compare
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 Changes (13F Filings) for Moelis & Company (NYSE:MC)

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
Skip Chart & View Institutional Buying and Selling Data

MC Institutional Buying and Selling by Quarter

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Moelis & Company Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
3/10/2023Victory Capital Management Inc.340,347$13.06M0.0%+309.6%0.496%
2/21/2023DGS Capital Management LLC8,149$0.31M0.2%+14.7%0.012%
2/21/2023Macquarie Group Ltd.23,992$0.92M0.0%-19.5%0.035%
2/16/2023Alliancebernstein L.P.2,907,088$111.55M0.1%+0.6%4.238%
2/15/2023Public Employees Retirement System of Ohio85,446$3.28M0.0%-6.5%0.125%
2/15/2023Steward Partners Investment Advisory LLC8,633$0.33M0.0%+24.3%0.013%
2/15/2023Capital Impact Advisors LLC7,872$0.30M0.3%-13.5%0.011%
2/15/2023Vestcor Inc116,717$4.48M0.2%+98.8%0.170%
2/15/2023State of Wisconsin Investment Board29,288$1.12M0.0%-12.3%0.043%
2/15/2023Schonfeld Strategic Advisors LLC22,400$0.86M0.0%-34.9%0.033%
2/15/2023Squarepoint Ops LLC11,882$0.46M0.0%-83.3%0.017%
2/15/2023Legal & General Group Plc58,926$2.26M0.0%-1.4%0.086%
2/15/2023Millennium Management LLC7,277$0.28M0.0%-57.1%0.011%
2/15/2023Morgan Stanley818,660$31.41M0.0%+11.3%1.193%
2/15/2023Man Group plc61,734$2.37M0.0%-23.6%0.090%
2/15/2023Mariner LLC5,959$0.23M0.0%N/A0.009%
2/15/2023Norges Bank534,110$20.49M0.0%N/A0.779%
2/15/2023Alps Advisors Inc.56,739$2.18M0.0%+11.4%0.083%
2/15/2023Bamco Inc. NY598,030$22.95M0.1%-1.8%0.872%
2/14/2023Price T Rowe Associates Inc. MD23,512$0.90M0.0%-20.3%0.034%
2/13/2023Moran Wealth Management LLC33,253$1.28M0.0%N/A0.048%
2/13/2023Advisors Asset Management Inc.96,538$3.70M0.1%-3.0%0.141%
2/13/2023First Republic Investment Management Inc.158,380$6.08M0.0%-53.7%0.231%
2/13/2023Charles Schwab Investment Management Inc.685,433$26.30M0.0%+5.7%0.999%
2/13/2023Deutsche Bank AG175,732$6.74M0.0%+2.0%0.256%
2/13/2023Gabelli Funds LLC12,900$0.50M0.0%N/A0.019%
2/13/2023Panagora Asset Management Inc.13,920$0.53M0.0%-19.3%0.020%
2/13/2023Wells Fargo & Company MN1,007,479$38.66M0.0%-0.2%1.469%
2/13/2023O ROURKE & COMPANY Inc5,438$0.21M0.2%N/A0.008%
2/13/2023Heritage Wealth Management LLC15,178$0.58M0.1%+137.4%0.022%
2/13/2023Barclays PLC32,653$1.25M0.0%-44.8%0.048%
2/13/2023The Manufacturers Life Insurance Company 25,435$0.98M0.0%-28.2%0.037%
2/13/2023Credit Suisse AG53,439$2.05M0.0%+4.8%0.078%
2/13/2023Martingale Asset Management L P5,312$0.20M0.0%-47.5%0.008%
2/13/2023Neuberger Berman Group LLC57,358$2.20M0.0%-10.0%0.084%
2/13/2023Geode Capital Management LLC1,289,538$49.48M0.0%+0.3%1.880%
2/13/2023American Century Companies Inc.185,266$7.11M0.0%+0.9%0.270%
2/13/2023Pitcairn Co.9,508$0.37M0.0%+30.8%0.014%
2/13/2023JPMorgan Chase & Co.2,511,340$96.36M0.0%-0.9%3.661%
2/13/2023CenterBook Partners LP28,931$1.11M0.2%-23.6%0.042%
2/13/2023Quadrant Capital Group LLC769$30K0.0%+605.5%0.001%
2/10/2023Bank of America Corp DE538,005$20.64M0.0%+2.5%0.784%
2/10/2023Sei Investments Co.183,084$7.03M0.0%+2.9%0.267%
2/10/2023New York Life Investment Management LLC12,080$0.46M0.0%+12.7%0.018%
2/10/2023Schroder Investment Management Group88,055$3.38M0.0%+3.0%0.128%
2/10/2023Timucuan Asset Management Inc. FL2,462,185$94.47M4.1%+0.7%3.589%
2/10/2023Victory Capital Management Inc.340,347$13.06M0.0%+309.6%0.496%
2/10/2023O Shaughnessy Asset Management LLC10,609$0.41M0.0%-3.8%0.015%
2/10/2023Advisor Group Holdings Inc.14,321$0.55M0.0%+17.8%0.021%
2/10/2023PNC Financial Services Group Inc.27,321$1.05M0.0%+8.2%0.040%
2/10/2023Mitsubishi UFJ Trust & Banking Corp6,075$0.23M0.0%+942.0%0.009%
2/10/2023Lord Abbett & CO. LLC814,127$31.24M0.1%+26.3%1.187%
2/10/2023Artisan Partners Limited Partnership1,276,050$48.96M0.1%-7.4%1.860%
2/10/2023Jupiter Asset Management Ltd.15,037$0.58M0.0%-59.1%0.022%
2/9/2023Chevy Chase Trust Holdings LLC37,217$1.43M0.0%-26.7%0.054%
2/9/2023Mirae Asset Global Investments Co. Ltd.27,328$1.05M0.0%+1.1%0.040%
2/9/2023First Trust Advisors LP257,380$9.88M0.0%+1.4%0.375%
2/9/2023Jennison Associates LLC246,531$9.46M0.0%-2.0%0.359%
2/9/2023Victory Capital Management Inc.309,491$14.47M0.0%+272.5%0.451%
2/9/2023Dimensional Fund Advisors LP1,015,971$38.98M0.0%-1.1%1.481%
2/9/2023Principal Financial Group Inc.474,940$18.22M0.0%-10.7%0.692%
2/9/2023EverSource Wealth Advisors LLC1,044$40K0.0%-52.7%0.002%
2/9/2023Citigroup Inc.4,314$0.17M0.0%-12.1%0.006%
2/9/2023HighTower Advisors LLC639,020$24.52M0.1%N/A0.932%
2/9/2023Mercer Global Advisors Inc. ADV13,054$0.50M0.0%+3.6%0.019%
2/8/2023Raymond James Financial Services Advisors Inc.7,323$0.28M0.0%+4.4%0.011%
2/8/2023First National Bank of Omaha53,134$2.04M0.1%+8.8%0.077%
2/8/2023Raymond James & Associates386,474$14.83M0.0%+2.7%0.563%
2/8/2023Belpointe Asset Management LLC1,800$69K0.0%N/A0.003%
2/8/2023UBS Group AG147,568$5.66M0.0%+2.5%0.215%
2/8/2023Madison Asset Management LLC794,816$30.50M0.5%+1.1%1.159%
2/8/2023Swiss National Bank154,800$5.94M0.0%+0.7%0.226%
2/8/2023Russell Investments Group Ltd.49,158$1.89M0.0%-7.9%0.072%
2/8/2023AMG National Trust Bank24,614$0.94M0.0%+115.3%0.036%
2/8/2023Arizona State Retirement System18,080$0.69M0.0%+2.6%0.026%
2/7/2023State Board of Administration of Florida Retirement System14,043$0.54M0.0%+5.2%0.020%
2/7/2023LPL Financial LLC41,912$1.61M0.0%+6.0%0.061%
2/7/2023Shell Asset Management Co.5,143$0.20M0.0%-17.5%0.007%
2/7/2023Envestnet Asset Management Inc.100,178$3.84M0.0%+2.7%0.146%
2/7/2023Adirondack Retirement Specialists Inc.297,988$11.43M11.6%-12.0%0.434%
2/7/2023Oppenheimer Asset Management Inc.32,587$1.25M0.0%+32.7%0.048%
2/6/2023Brinker Capital Investments LLC60,965$2.34M0.0%+9.3%0.089%
2/6/2023Parallel Advisors LLC7,123$0.27M0.0%+3,010.5%0.010%
2/6/2023Asset Management One Co. Ltd.18,502$0.72M0.0%-65.7%0.027%
2/3/2023Emerald Mutual Fund Advisers Trust600,738$23.05M1.4%+0.7%0.876%
2/3/2023Emerald Advisers LLC734,692$28.19M1.4%+9.9%1.071%
2/3/2023Fisher Asset Management LLC77,109$2.96M0.0%+102.6%0.112%
2/3/2023Capital Investment Advisory Services LLC5,755$0.22M0.0%-7.9%0.008%
2/2/2023SG Americas Securities LLC6,488$0.25M0.0%-40.7%0.009%
2/2/2023Nisa Investment Advisors LLC19,793$0.76M0.0%+32.0%0.029%
2/2/2023ProShare Advisors LLC8,203$0.32M0.0%+16.7%0.012%
2/1/2023CWM LLC27,521$1.06M0.0%+7.7%0.040%
2/1/2023Legato Capital Management LLC14,747$0.57M0.1%N/A0.021%
2/1/2023Janney Montgomery Scott LLC29,508$1.13M0.0%-2.2%0.043%
1/31/2023Vaughan Nelson Investment Management L.P.586,957$22.52M0.3%-1.1%0.856%
1/30/2023New York State Common Retirement Fund94,635$3.63M0.0%+23.2%0.138%
1/30/2023Versor Investments LP11,064$0.43M0.0%-71.9%0.016%
1/30/2023Signaturefd LLC1,754$67K0.0%+38.7%0.003%
1/27/2023Tributary Capital Management LLC428,827$16.45M1.6%+2.9%0.625%
1/27/2023Natixis Advisors L.P.99,800$3.83M0.0%+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