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Moelis & Company (MC) Institutional Ownership

Moelis & Company logo
$73.81 +2.09 (+2.91%)
(As of 12/20/2024 05:16 PM ET)
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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)
158
Total
Institutional Inflows
(last 12 months)
$327.09M
Number of
Institutional Sellers
(last 12 months)
98
Total
Institutional Outflows
(last 12 months)
$260.33M
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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
12/19/2024 Principal Financial Group Inc.333,370$22.84M0.0%-4.7%0.445%
12/13/2024 Lord Abbett & CO. LLC974,140$66.74M0.2%-13.0%1.300%
12/10/2024 DGS Capital Management LLC2,945$202K0.1%N/A0.004%
11/25/2024 Tidal Investments LLC18,824$1.29M0.0%N/A0.025%
11/25/2024 Sanctuary Advisors LLC12,214$917K0.0%+25.3%0.016%
11/21/2024 SkyView Investment Advisors LLC14,166$971K0.2%+2.2%0.019%
11/20/2024 Virtu Financial LLC9,242$633K0.0%N/A0.012%
11/16/2024 Geode Capital Management LLC1,590,316$108.97M0.0%+0.7%2.123%
11/15/2024 M&T Bank Corp31,349$2.15M0.0%-1.7%0.042%
11/15/2024 Barclays PLC142,138$9.74M0.0%-46.4%0.190%
11/15/2024 Public Employees Retirement System of Ohio28,772$1.97M0.0%-13.3%0.038%
11/15/2024 MML Investors Services LLC7,679$526K0.0%+13.6%0.010%
11/15/2024 First National Bank of Omaha44,345$3.04M0.2%-1.5%0.059%
11/15/2024 Pier Capital LLC118,989$8.15M1.1%N/A0.159%
11/15/2024 Orion Portfolio Solutions LLC38,037$2.61M0.1%-5.5%0.051%
11/15/2024 XTX Topco Ltd13,736$941K0.1%-16.9%0.018%
11/15/2024 Weiss Asset Management LP15,966$1.09M0.0%N/A0.021%
11/15/2024 State Street Corp2,733,951$187.30M0.0%+0.1%3.649%
11/15/2024 Stifel Financial Corp241,772$16.56M0.0%+2.0%0.323%
11/15/2024 Jacobs Levy Equity Management Inc.101,741$6.97M0.0%N/A0.136%
11/15/2024 Heard Capital LLC1,798,360$123.21M6.9%-16.4%2.400%
11/15/2024 HighTower Advisors LLC896,235$61.44M0.1%-13.4%1.196%
11/15/2024 Holocene Advisors LP26,755$1.83M0.0%N/A0.036%
11/15/2024 Centiva Capital LP4,612$316K0.0%N/A0.006%
11/15/2024 Chevy Chase Trust Holdings LLC55,809$3.82M0.0%+69.9%0.074%
11/15/2024 Cinctive Capital Management LP14,967$1.03M0.1%-82.2%0.020%
11/15/2024 Bamco Inc. NY527,186$36.12M0.1%-3.8%0.704%
11/15/2024 Paloma Partners Management Co4,258$292K0.0%N/A0.006%
11/14/2024 Wasatch Advisors LP2,848,073$195.12M1.0%-20.5%3.801%
11/14/2024 Verition Fund Management LLC11,365$779K0.0%N/A0.015%
11/14/2024 Captrust Financial Advisors5,458$374K0.0%+31.5%0.007%
11/14/2024 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC145,203$9.95M0.0%-8.6%0.194%
11/14/2024 Public Sector Pension Investment Board149,314$10.23M0.1%-3.6%0.199%
11/14/2024 MetLife Investment Management LLC39,773$2.73M0.0%-2.4%0.053%
11/14/2024 Healthcare of Ontario Pension Plan Trust Fund98,000$6.71M0.0%+322.4%0.131%
11/13/2024 BNP Paribas Financial Markets42,526$2.91M0.0%+32.3%0.057%
11/13/2024 Quantbot Technologies LP6,302$432K0.0%-62.5%0.008%
11/13/2024 FMR LLC126,127$8.64M0.0%+0.2%0.168%
11/13/2024 The Manufacturers Life Insurance Company51,975$3.56M0.0%-4.6%0.069%
11/13/2024 Qsemble Capital Management LP3,079$211K0.0%N/A0.004%
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11/13/2024 Harvest Fund Management Co. Ltd1,895$130K0.0%N/A0.003%
11/13/2024 Dynamic Technology Lab Private Ltd24,870$1.70M0.2%N/A0.033%
11/13/2024Fisher Asset Management LLC62,570$4.29M0.0%+0.4%0.084%
11/12/2024 Pitcairn Co.9,430$650K0.0%-6.8%0.013%
11/12/2024 Cerity Partners LLC13,845$949K0.0%+129.8%0.018%
11/12/2024 Citigroup Inc.87,213$5.98M0.0%+75.0%0.116%
11/12/2024 Raymond James Trust N.A.3,656$250K0.0%-11.9%0.005%
11/12/2024 Charles Schwab Investment Management Inc.922,920$63.23M0.0%+1.9%1.232%
11/9/2024 Intech Investment Management LLC19,398$1.33M0.0%N/A0.026%
11/8/2024 Connor Clark & Lunn Investment Management Ltd.155,508$10.65M0.1%-4.2%0.208%
11/8/2024 Hilton Capital Management LLC23,417$1.60M0.1%N/A0.031%
11/8/2024 Jennison Associates LLC88,234$6.05M0.0%-5.7%0.118%
11/8/2024 PNC Financial Services Group Inc.18,222$1.25M0.0%+4.2%0.024%
11/8/2024 B. Metzler seel. Sohn & Co. Holding AG50,107$3.43M0.0%N/A0.067%
11/7/2024 Pathstone Holdings LLC39,715$2.72M0.0%-15.7%0.053%
11/7/2024 AMG National Trust Bank16,280$1.12M0.0%-38.0%0.022%
11/7/2024 Swiss National Bank137,400$9.41M0.0%+4.7%0.183%
11/7/2024 Thrivent Financial for Lutherans55,256$3.79M0.0%-5.4%0.074%
11/6/2024 Mutual of America Capital Management LLC76,311$5.23M0.1%-3.1%0.102%
11/6/2024 Natixis Advisors LLC804,860$55.14M0.1%+13.7%1.074%
11/6/2024 Empowered Funds LLC30,514$2.09M0.0%+5.9%0.041%
11/6/2024 Royce & Associates LP112,488$7.71M0.1%-37.7%0.150%
11/6/2024 OneDigital Investment Advisors LLC13,812$946K0.0%+1.3%0.018%
11/6/2024 KBC Group NV2,068$142K0.0%+24.4%0.003%
11/6/2024 Oppenheimer Asset Management Inc.42,363$2.90M0.0%-17.4%0.057%
11/5/2024 Victory Capital Management Inc.85,202$5.84M0.0%+72.2%0.114%
11/5/2024 Winslow Asset Management Inc.175,179$12.00M2.2%+0.8%0.234%
11/5/2024 Apollon Wealth Management LLC8,640$592K0.0%-9.0%0.012%
11/4/2024 Venturi Wealth Management LLC6,443$441K0.0%+52.3%0.009%
11/4/2024 Los Angeles Capital Management LLC12,248$839K0.0%+35.2%0.016%
11/4/2024 State of New Jersey Common Pension Fund D29,349$2.01M0.0%-12.3%0.039%
11/4/2024 Legacy Capital Wealth Partners LLC6,781$465K0.1%N/A0.009%
11/1/2024 Atria Investments Inc25,197$1.73M0.0%+4.6%0.034%
11/1/2024 Verdence Capital Advisors LLC33,676$2.31M0.2%-9.2%0.045%
11/1/2024 SpiderRock Advisors LLC54,071$3.70M0.1%-5.9%0.072%
10/31/2024 Principal Financial Group Inc.333,370$22.84M0.0%-4.7%0.446%
10/30/2024 Capital Management Corp VA180,459$12.36M2.2%-3.5%0.241%
10/30/2024 Amalgamated Bank20,628$1.41M0.0%-3.5%0.028%
10/29/2024 Emerald Advisers LLC440,330$30.17M1.2%+1.3%0.589%
10/29/2024 Harbor Capital Advisors Inc.20,985$1.44M0.1%+15.6%0.028%
10/29/2024 Janney Montgomery Scott LLC36,005$2.47M0.0%-5.6%0.048%
10/29/2024 Emerald Mutual Fund Advisers Trust360,871$24.72M1.3%-5.2%0.483%
10/28/2024 Reston Wealth Management LLC387$26K0.0%N/A0.001%
10/28/2024 O ROURKE & COMPANY Inc6,489$445K0.2%+4.7%0.009%
10/28/2024 US Bancorp DE10,722$735K0.0%+26.6%0.014%
10/25/2024 Diversify Wealth Management LLC29,756$2.03M0.2%+11.5%0.040%
10/25/2024 New York State Teachers Retirement System17,200$1.18M0.0%-1.7%0.023%
10/25/2024 Trajan Wealth LLC3,478$238K0.0%-5.9%0.005%
10/25/2024 Diversify Advisory Services LLC37,355$2.63M0.1%-21.4%0.050%
10/24/2024 Nisa Investment Advisors LLC4,043$277K0.0%+108.1%0.005%
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10/24/2024 Tributary Capital Management LLC434,716$29.78M2.3%-0.4%0.581%
10/24/2024 State of Alaska Department of Revenue40,153$2.75M0.0%-2.8%0.054%
10/24/2024 Wealth Enhancement Advisory Services LLC143,741$9.85M0.0%+6.2%0.192%
10/23/2024 Louisiana State Employees Retirement System34,000$2.33M0.0%-4.0%0.045%
10/23/2024 Mount Yale Investment Advisors LLC2,707$185K0.0%N/A0.004%
10/23/2024 Assenagon Asset Management S.A.715,472$49.02M0.1%N/A0.957%
10/23/2024 Hennion & Walsh Asset Management Inc.27,255$1.87M0.1%-8.8%0.036%
10/22/2024 Private Advisor Group LLC6,594$452K0.0%+30.6%0.009%
10/21/2024 Whittier Trust Co. of Nevada Inc.1,099$75K0.0%N/A0.001%
10/21/2024 Everence Capital Management Inc.9,440$647K0.0%+22.8%0.013%
(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, 288 institutional investors and hedge funds held shares of Moelis & Company. The most heavily invested institutionals were Vanguard Group Inc. ($441.10M), Kayne Anderson Rudnick Investment Management LLC ($408.84M), Wasatch Advisors LP ($195.12M), Goldman Sachs Group Inc. ($189.40M), State Street Corp ($187.30M), London Co. of Virginia ($154.26M), and Timucuan Asset Management Inc. FL ($137.68M).Learn more on MC's institutional investors.

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

91.53% 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 251 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: HighTower Advisors LLC ($983.67K), Assenagon Asset Management S.A. ($879.47K), Wasatch Advisors LP ($774.69K), Norges Bank ($743.27K), Goldman Sachs Group Inc. ($669.24K), Madison Asset Management LLC ($594.95K), and Cramer Rosenthal Mcglynn LLC ($561.56K).

How much institutional buying is happening at Moelis & Company?

Institutional investors have bought a total of 14,513,227 shares in the last 24 months. This purchase volume represents approximately $705.85M in transactions.

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

Of the 143 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: Wasatch Advisors LP ($1.20M), Westwood Holdings Group Inc. ($772.44K), Principal Financial Group Inc. ($610.26K), JPMorgan Chase & Co. ($458.72K), Ameriprise Financial Inc. ($440.55K), Heard Capital LLC ($358.20K), and Dimensional Fund Advisors LP ($309.86K).

How much institutional selling is happening at Moelis & Company?

Institutional investors have sold a total of 7,752,629 shares in the last 24 months. This volume of shares sold represents approximately $411.85M in transactions.


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This page (NYSE:MC) was last updated on 12/21/2024 by MarketBeat.com Staff
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