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Moelis & Company (MC) Institutional Ownership

Moelis & Company logo
$70.65 -1.08 (-1.50%)
Closing price 09/5/2025 03:59 PM Eastern
Extended Trading
$70.67 +0.01 (+0.02%)
As of 09/5/2025 04:42 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 Polygon.io. 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)
283
Total
Institutional Inflows
(last 12 months)
$1.18B
Number of
Institutional Sellers
(last 12 months)
161
Total
Institutional Outflows
(last 12 months)
$576.26M
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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
9/4/2025 Osaic Holdings Inc.13,817$861K0.0%+24.3%0.018%
8/27/2025 Orion Porfolio Solutions LLC48,356$3.01M0.0%+17.6%0.062%
8/27/2025 Squarepoint Ops LLC40,808$2.54M0.0%+251.1%0.052%
8/26/2025 Thrivent Financial for Lutherans54,548$3.40M0.0%+5.2%0.069%
8/19/2025 State of Wyoming10,227$637K0.1%-30.0%0.013%
8/19/2025 Pitcairn Co.8,270$515K0.0%-15.6%0.011%
8/18/2025 Hudson Bay Capital Management LP126,163$7.86M0.0%N/A0.161%
8/18/2025 Nomura Holdings Inc.8,856$552K0.0%N/A0.011%
8/18/2025 Geneos Wealth Management Inc.11,302$704K0.0%+13,682.9%0.014%
8/18/2025 Kestra Investment Management LLC5,862$365K0.0%+300.7%0.007%
8/16/2025 Public Sector Pension Investment Board252,940$15.76M0.1%+13.0%0.322%
8/16/2025 Winslow Asset Management Inc.170,551$10.63M2.1%+0.9%0.217%
8/15/2025 CANADA LIFE ASSURANCE Co76,913$4.80M0.0%+0.3%0.098%
8/15/2025 Tower Research Capital LLC TRC 6,367$397K0.0%+220.4%0.008%
8/15/2025 SkyView Investment Advisors LLC16,232$1.02M0.1%+4.9%0.021%
8/15/2025 Corient Private Wealth LLC3,657$228K0.0%N/A0.005%
8/15/2025 Captrust Financial Advisors10,029$625K0.0%+15.0%0.013%
8/15/2025 Vident Advisory LLC3,655$228K0.0%-4.4%0.005%
8/15/2025 Wasatch Advisors LP2,845,605$177.34M0.9%+4.1%3.625%
8/15/2025 Tidal Investments LLC29,191$1.82M0.0%+1.8%0.037%
8/15/2025 Smartleaf Asset Management LLC1,602$101K0.0%+73.8%0.002%
8/15/2025 Oxford Asset Management LLP4,697$293K0.1%N/A0.006%
8/15/2025 Orion Porfolio Solutions LLC13,322$830K0.0%-67.6%0.017%
8/15/2025 Man Group plc59,452$3.71M0.0%-58.0%0.076%
8/15/2025 Lazard Asset Management LLC3,093$192K0.0%+296.5%0.004%
8/15/2025 London Co. of Virginia3,416,998$212.95M1.2%-3.6%4.353%
8/15/2025 Heard Capital LLC920,240$57.35M3.0%-0.5%1.172%
8/15/2025 Hilton Capital Management LLC41,558$2.59M0.2%+10.5%0.053%
8/15/2025 Holocene Advisors LP22,555$1.41M0.0%N/A0.029%
8/15/2025 Hudson Bay Capital Management LP126,163$7.86M0.0%N/A0.161%
8/15/2025 BI Asset Management Fondsmaeglerselskab A S503$31K0.0%-76.4%0.001%
8/15/2025 BNP Paribas Financial Markets55,755$3.48M0.0%+232.0%0.071%
8/15/2025 Bank of America Corp DE630,286$39.28M0.0%+8.6%0.803%
8/15/2025 AQR Capital Management LLC209,590$13.06M0.0%+8.3%0.267%
8/15/2025 Ameriprise Financial Inc.2,396,230$149.33M0.0%+6.0%3.053%
8/14/2025 Lighthouse Investment Partners LLC70,077$4.37M0.2%+86.0%0.089%
8/14/2025 California State Teachers Retirement System69,155$4.31M0.0%+0.3%0.088%
8/14/2025 Raymond James Financial Inc.402,214$25.07M0.0%-5.5%0.512%
8/14/2025 Canada Pension Plan Investment Board163,100$10.16M0.0%+138.5%0.208%
8/14/2025 Quantinno Capital Management LP8,831$550K0.0%+41.7%0.011%
8/14/2025 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.40,735$2.54M0.0%-3.2%0.052%
8/14/2025 Diversify Wealth Management LLC89,189$5.56M0.3%+16.9%0.114%
8/14/2025 Diversify Advisory Services LLC25,325$1.58M0.1%+26.6%0.032%
8/14/2025 The Manufacturers Life Insurance Company 661,594$41.23M0.0%+1,161.8%0.843%
8/14/2025 Squarepoint Ops LLC40,808$2.54M0.0%+251.1%0.052%
8/14/2025 Sei Investments Co.305,963$19.07M0.0%+11.0%0.390%
8/14/2025 Azora Capital LP750,358$46.76M2.1%N/A0.956%
8/14/2025 Qube Research & Technologies Ltd281,282$17.53M0.0%-36.1%0.358%
8/14/2025 State Street Corp2,862,337$178.38M0.0%+3.2%3.646%
8/14/2025 Cerity Partners LLC20,934$1.31M0.0%+22.3%0.027%
8/14/2025 Federated Hermes Inc.26,571$1.66M0.0%-18.0%0.034%
8/13/2025 Gabelli Funds LLC24,250$1.51M0.0%+17.4%0.031%
8/13/2025 Jump Financial LLC4,769$297K0.0%-92.0%0.006%
8/13/2025 Cresset Asset Management LLC34,345$2.14M0.0%N/A0.044%
8/13/2025 Marshall Wace LLP67,023$4.18M0.0%+331.2%0.085%
8/13/2025 First Trust Advisors LP47,125$2.94M0.0%N/A0.060%
8/13/2025 EverSource Wealth Advisors LLC597$37K0.0%+89.5%0.001%
8/13/2025 Invesco Ltd.452,522$28.20M0.0%+41.4%0.576%
8/13/2025 Blueshift Asset Management LLC7,895$492K0.2%N/A0.010%
8/13/2025 Quantbot Technologies LP13,789$859K0.0%-55.3%0.018%
8/13/2025 M&T Bank Corp27,388$1.71M0.0%-3.4%0.035%
8/13/2025 Timucuan Asset Management Inc. FL1,424,527$88.78M2.6%+0.5%1.815%
8/13/2025 Riverview Capital Advisers LLC4,034$251K0.1%-32.5%0.005%
8/13/2025 Fisher Asset Management LLC350,249$21.83M0.0%-0.9%0.446%
8/13/2025 Edgestream Partners L.P.10,374$647K0.0%-91.8%0.013%
8/13/2025 First National Advisers LLC8,316$518K0.1%+6.3%0.011%
8/13/2025 Legacy Capital Wealth Partners LLC3,320$207K0.0%N/A0.004%
8/13/2025 New York State Common Retirement Fund59,885$3.73M0.0%+2.9%0.076%
8/13/2025 Norges Bank501,416$31.25M0.0%N/A0.639%
8/13/2025 Hsbc Holdings PLC10,078$631K0.0%-72.7%0.013%
8/13/2025 Elevation Point Wealth Partners LLC3,049$190K0.0%N/A0.004%
8/13/2025 Choreo LLC5,354$334K0.0%+5.5%0.007%
8/13/2025 Russell Investments Group Ltd.20,572$1.28M0.0%-24.4%0.026%
8/12/2025 XTX Topco Ltd15,751$982K0.0%+20.4%0.020%
8/12/2025 Steward Partners Investment Advisory LLC14,403$898K0.0%+2.2%0.018%
8/12/2025 Ameritas Investment Partners Inc.7,592$473K0.0%+5.3%0.010%
8/12/2025 Prudential Financial Inc.77,067$4.80M0.0%-20.5%0.098%
8/12/2025 Sierra Summit Advisors LLC11,561$720K0.1%N/A0.015%
8/12/2025 Charles Schwab Investment Management Inc.3,080,123$191.95M0.0%+4.7%3.924%
8/12/2025 American Century Companies Inc.7,885$491K0.0%N/A0.010%
8/12/2025 Rhumbline Advisers211,220$13.16M0.0%+9.3%0.269%
8/12/2025 AXQ Capital LP6,201$386K0.1%N/A0.008%
8/12/2025 Franklin Resources Inc.4,315$269K0.0%-37.4%0.005%
8/12/2025 Legal & General Group Plc214,303$13.36M0.0%+11.6%0.273%
8/12/2025 Neo Ivy Capital Management1,206$75K0.0%N/A0.002%
8/12/2025 JPMorgan Chase & Co.945,558$58.93M0.0%-25.7%1.205%
8/12/2025 Swiss National Bank134,900$8.41M0.0%-1.4%0.172%
8/12/2025 Ensign Peak Advisors Inc87,300$5.44M0.0%+75.6%0.111%
8/12/2025 Artisan Partners Limited Partnership430,554$26.83M0.0%-0.3%0.548%
8/11/2025 Portside Wealth Group LLC3,954$246K0.0%+39.5%0.005%
8/11/2025 Universal Beteiligungs und Servicegesellschaft mbH8,776$547K0.0%-5.6%0.011%
8/11/2025 Integrated Quantitative Investments LLC17,633$1.10M0.3%+21.6%0.022%
8/8/2025 Intech Investment Management LLC29,254$1.82M0.0%-28.8%0.037%
8/8/2025 Cetera Investment Advisers7,378$460K0.0%+6.7%0.009%
8/8/2025 Creative Planning6,639$414K0.0%+14.2%0.008%
8/8/2025 Commonwealth of Pennsylvania Public School Empls Retrmt SYS19,046$1.19M0.0%+12.8%0.024%
8/8/2025 Police & Firemen s Retirement System of New Jersey16,724$1.04M0.0%+8.4%0.021%
8/8/2025 Geode Capital Management LLC2,052,862$127.95M0.0%+26.0%2.615%
8/8/2025 PNC Financial Services Group Inc.9,122$568K0.0%+18.9%0.012%
8/8/2025 KBC Group NV2,015$126K0.0%-33.6%0.003%
(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, 385 institutional investors and hedge funds held shares of Moelis & Company. The most heavily invested institutionals were Vanguard Group Inc. ($484.72M), Kayne Anderson Rudnick Investment Management LLC ($403.86M), London Co. of Virginia ($212.95M), Charles Schwab Investment Management Inc. ($191.95M), State Street Corp ($178.38M), Wasatch Advisors LP ($177.34M), and Ameriprise Financial Inc. ($149.33M).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 337 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 ($1.96M), Goldman Sachs Group Inc. ($1.25M), Madison Investment Advisors LLC ($1.16M), Azora Capital LP ($939.22K), Assenagon Asset Management S.A. ($932.94K), and Raymond James Financial Inc. ($802.76K).

How much institutional buying is happening at Moelis & Company?

Institutional investors have bought a total of 18,088,849 shares in the last 24 months. This purchase volume represents approximately $1.18B in transactions.

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

Of the 161 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 ($1.17M), Wasatch Advisors LP ($949.29K), Assenagon Asset Management S.A. ($742.94K), JPMorgan Chase & Co. ($636.49K), Lord Abbett & CO. LLC ($474.49K), Heard Capital LLC ($357.35K), and Kayne Anderson Rudnick Investment Management LLC ($313.63K).

How much institutional selling is happening at Moelis & Company?

Institutional investors have sold a total of 8,740,316 shares in the last 24 months. This volume of shares sold represents approximately $576.26M in transactions.


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This page (NYSE:MC) was last updated on 9/6/2025 by MarketBeat.com Staff
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