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Moelis & Company (MC) Institutional Ownership

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$79.19 +1.85 (+2.39%)
As of 03:59 PM Eastern
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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)
156
Total
Institutional Inflows
(last 12 months)
$331.88M
Number of
Institutional Sellers
(last 12 months)
102
Total
Institutional Outflows
(last 12 months)
$280.58M
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Skip Chart & View Institutional Buying and Selling Data

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
1/17/2025 Avior Wealth Management LLC582$43K0.0%-27.6%0.001%
1/17/2025 Wesbanco Bank Inc.8,709$643K0.0%-11.2%0.012%
1/17/2025 Janney Montgomery Scott LLC22,271$1.65M0.0%-38.1%0.030%
1/17/2025 Dakota Wealth Management3,459$256K0.0%N/A0.005%
1/17/2025 Nisa Investment Advisors LLC3,573$264K0.0%-11.6%0.005%
1/16/2025 Diversify Advisory Services LLC15,278$1.09M0.1%-59.1%0.020%
1/16/2025 Diversify Wealth Management LLC58,976$4.21M0.3%+98.2%0.079%
1/15/2025 Salvus Wealth Management LLC36,559$2.70M1.7%-23.2%0.049%
1/15/2025 Hennion & Walsh Asset Management Inc.27,881$2.06M0.1%+2.3%0.037%
1/14/2025 Heritage Family Offices LLP4,464$330K0.2%+5.0%0.006%
1/14/2025 Assenagon Asset Management S.A.768,945$56.81M0.1%+7.5%1.026%
1/10/2025 Harbor Capital Advisors Inc.18,900$1.40M0.1%-9.9%0.025%
1/10/2025 Wealth Enhancement Advisory Services LLC142,558$9.77M0.0%-0.8%0.190%
1/8/2025 Fulton Bank N.A.6,043$446K0.0%+100.4%0.008%
1/3/2025 Everence Capital Management Inc.6,780$501K0.0%-28.2%0.009%
1/3/2025 GAMMA Investing LLC1,175$87K0.0%+18.1%0.002%
12/26/2024JPMorgan Chase & Co.1,206,118$82.63M0.0%-17.5%1.610%
12/19/2024Principal Financial Group Inc.333,370$22.84M0.0%-4.7%0.445%
12/13/2024Lord Abbett & CO. LLC974,140$66.74M0.2%-13.0%1.300%
12/10/2024DGS Capital Management LLC2,945$202K0.1%N/A0.004%
11/25/2024Tidal Investments LLC18,824$1.29M0.0%N/A0.025%
11/25/2024Sanctuary Advisors LLC12,214$917K0.0%+25.3%0.016%
11/21/2024SkyView Investment Advisors LLC14,166$971K0.2%+2.2%0.019%
11/20/2024Virtu Financial LLC9,242$633K0.0%N/A0.012%
11/16/2024Geode Capital Management LLC1,590,316$108.97M0.0%+0.7%2.123%
11/15/2024M&T Bank Corp31,349$2.15M0.0%-1.7%0.042%
11/15/2024Barclays PLC142,138$9.74M0.0%-46.4%0.190%
11/15/2024Public Employees Retirement System of Ohio28,772$1.97M0.0%-13.3%0.038%
11/15/2024MML Investors Services LLC7,679$526K0.0%+13.6%0.010%
11/15/2024First National Bank of Omaha44,345$3.04M0.2%-1.5%0.059%
11/15/2024Pier Capital LLC118,989$8.15M1.1%N/A0.159%
11/15/2024Orion Portfolio Solutions LLC38,037$2.61M0.1%-5.5%0.051%
11/15/2024XTX Topco Ltd13,736$941K0.1%-16.9%0.018%
11/15/2024Weiss Asset Management LP15,966$1.09M0.0%N/A0.021%
11/15/2024State Street Corp2,733,951$187.30M0.0%+0.1%3.649%
11/15/2024Stifel Financial Corp241,772$16.56M0.0%+2.0%0.323%
11/15/2024Jacobs Levy Equity Management Inc.101,741$6.97M0.0%N/A0.136%
11/15/2024Heard Capital LLC1,798,360$123.21M6.9%-16.4%2.400%
11/15/2024HighTower Advisors LLC896,235$61.44M0.1%-13.4%1.196%
11/15/2024Holocene Advisors LP26,755$1.83M0.0%N/A0.036%
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11/15/2024Centiva Capital LP4,612$316K0.0%N/A0.006%
11/15/2024Chevy Chase Trust Holdings LLC55,809$3.82M0.0%+69.9%0.074%
11/15/2024Cinctive Capital Management LP14,967$1.03M0.1%-82.2%0.020%
11/15/2024Bamco Inc. NY527,186$36.12M0.1%-3.8%0.704%
11/15/2024Paloma Partners Management Co4,258$292K0.0%N/A0.006%
11/14/2024Wasatch Advisors LP2,848,073$195.12M1.0%-20.5%3.801%
11/14/2024Verition Fund Management LLC11,365$779K0.0%N/A0.015%
11/14/2024Captrust Financial Advisors5,458$374K0.0%+31.5%0.007%
11/14/2024UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC145,203$9.95M0.0%-8.6%0.194%
11/14/2024Public Sector Pension Investment Board149,314$10.23M0.1%-3.6%0.199%
11/14/2024MetLife Investment Management LLC39,773$2.73M0.0%-2.4%0.053%
11/14/2024Healthcare of Ontario Pension Plan Trust Fund98,000$6.71M0.0%+322.4%0.131%
11/13/2024BNP Paribas Financial Markets42,526$2.91M0.0%+32.3%0.057%
11/13/2024Quantbot Technologies LP6,302$432K0.0%-62.5%0.008%
11/13/2024FMR LLC126,127$8.64M0.0%+0.2%0.168%
11/13/2024The Manufacturers Life Insurance Company51,975$3.56M0.0%-4.6%0.069%
11/13/2024Qsemble Capital Management LP3,079$211K0.0%N/A0.004%
11/13/2024Harvest Fund Management Co. Ltd1,895$130K0.0%N/A0.003%
11/13/2024Dynamic 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%
11/12/2024Pitcairn Co.9,430$650K0.0%-6.8%0.013%
11/12/2024Cerity Partners LLC13,845$949K0.0%+129.8%0.018%
11/12/2024Citigroup Inc.87,213$5.98M0.0%+75.0%0.116%
11/12/2024Raymond James Trust N.A.3,656$250K0.0%-11.9%0.005%
11/12/2024Charles Schwab Investment Management Inc.922,920$63.23M0.0%+1.9%1.232%
11/9/2024Intech Investment Management LLC19,398$1.33M0.0%N/A0.026%
11/8/2024Connor Clark & Lunn Investment Management Ltd.155,508$10.65M0.1%-4.2%0.208%
11/8/2024Hilton Capital Management LLC23,417$1.60M0.1%N/A0.031%
11/8/2024Jennison Associates LLC88,234$6.05M0.0%-5.7%0.118%
11/8/2024PNC Financial Services Group Inc.18,222$1.25M0.0%+4.2%0.024%
11/8/2024B. Metzler seel. Sohn & Co. Holding AG50,107$3.43M0.0%N/A0.067%
11/7/2024Pathstone Holdings LLC39,715$2.72M0.0%-15.7%0.053%
11/7/2024AMG National Trust Bank16,280$1.12M0.0%-38.0%0.022%
11/7/2024Swiss National Bank137,400$9.41M0.0%+4.7%0.183%
11/7/2024Thrivent Financial for Lutherans55,256$3.79M0.0%-5.4%0.074%
11/6/2024Mutual of America Capital Management LLC76,311$5.23M0.1%-3.1%0.102%
11/6/2024Natixis Advisors LLC804,860$55.14M0.1%+13.7%1.074%
11/6/2024Empowered Funds LLC30,514$2.09M0.0%+5.9%0.041%
11/6/2024Royce & Associates LP112,488$7.71M0.1%-37.7%0.150%
11/6/2024OneDigital Investment Advisors LLC13,812$946K0.0%+1.3%0.018%
11/6/2024KBC Group NV2,068$142K0.0%+24.4%0.003%
11/6/2024Oppenheimer Asset Management Inc.42,363$2.90M0.0%-17.4%0.057%
11/5/2024Victory Capital Management Inc.85,202$5.84M0.0%+72.2%0.114%
11/5/2024Winslow Asset Management Inc.175,179$12.00M2.2%+0.8%0.234%
11/5/2024Apollon Wealth Management LLC8,640$592K0.0%-9.0%0.012%
11/4/2024Venturi Wealth Management LLC6,443$441K0.0%+52.3%0.009%
11/4/2024Los Angeles Capital Management LLC12,248$839K0.0%+35.2%0.016%
11/4/2024State of New Jersey Common Pension Fund D29,349$2.01M0.0%-12.3%0.039%
11/4/2024Legacy Capital Wealth Partners LLC6,781$465K0.1%N/A0.009%
11/1/2024Atria Investments Inc25,197$1.73M0.0%+4.6%0.034%
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11/1/2024Verdence Capital Advisors LLC33,676$2.31M0.2%-9.2%0.045%
11/1/2024SpiderRock Advisors LLC54,071$3.70M0.1%-5.9%0.072%
10/31/2024Principal Financial Group Inc.333,370$22.84M0.0%-4.7%0.446%
10/30/2024Capital Management Corp VA180,459$12.36M2.2%-3.5%0.241%
10/30/2024Amalgamated Bank20,628$1.41M0.0%-3.5%0.028%
10/29/2024Emerald 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%
10/29/2024Emerald Mutual Fund Advisers Trust360,871$24.72M1.3%-5.2%0.483%
10/28/2024Reston Wealth Management LLC387$26K0.0%N/A0.001%
(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. ($932.94K), 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 14,583,209 shares in the last 24 months. This purchase volume represents approximately $712.01M in transactions.

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

Of the 146 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), JPMorgan Chase & Co. ($714.91K), Principal Financial Group Inc. ($610.26K), 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 8,062,598 shares in the last 24 months. This volume of shares sold represents approximately $433.41M in transactions.


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This page (NYSE:MC) was last updated on 1/21/2025 by MarketBeat.com Staff
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