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Moelis & Company (MC) Institutional Ownership

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(As of 05/17/2024 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)
$371.26M
Number of
Institutional Sellers
(last 12 months)
101
Total
Institutional Outflows
(last 12 months)
$186.32M
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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
5/17/2024 Comerica Bank49,346$2.80M0.0%-5.8%0.066%
5/17/2024 SkyView Investment Advisors LLC13,678$776K0.1%N/A0.018%
5/16/2024 California State Teachers Retirement System66,672$3.79M0.0%-5.2%0.089%
5/16/2024 B. Riley Wealth Advisors Inc.4,513$256K0.0%N/A0.006%
5/16/2024 Grandeur Peak Global Advisors LLC91,914$5.22M0.4%-25.8%0.123%
5/16/2024 Jacobs Levy Equity Management Inc.7,558$429K0.0%-81.0%0.010%
5/15/2024 Public Employees Retirement System of Ohio63,917$3.63M0.0%-10.6%0.085%
5/15/2024 Price T Rowe Associates Inc. MD35,766$2.03M0.0%+7.3%0.048%
5/15/2024 Quadrature Capital Ltd22,798$1.29M0.0%-26.0%0.030%
5/15/2024 Envoi LLC4,115$234K0.6%N/A0.006%
5/14/2024 Westwood Holdings Group Inc.1,109,652$63.00M0.5%-1.1%1.484%
5/14/2024 Advisors Asset Management Inc.3,621$206K0.0%-22.6%0.005%
5/14/2024 Natixis6,300$358K0.0%-59.6%0.008%
5/14/2024 Healthcare of Ontario Pension Plan Trust Fund33,100$1.88M0.0%N/A0.044%
5/14/2024 CANADA LIFE ASSURANCE Co58,850$3.34M0.0%+4.7%0.079%
5/14/2024 American International Group Inc.36,040$2.05M0.0%-0.9%0.048%
5/13/2024 UniSuper Management Pty Ltd14,103$801K0.0%N/A0.019%
5/13/2024 O Shaughnessy Asset Management LLC11,067$628K0.0%+7.7%0.015%
5/13/2024 Ameritas Investment Partners Inc.6,667$378K0.0%-3.7%0.009%
5/11/2024 Edgestream Partners L.P.12,660$719K0.0%N/A0.017%
5/10/2024 Capital Management Corp VA190,330$10.81M2.1%-12.9%0.254%
5/10/2024 Vanguard Group Inc.7,769,940$441.10M0.0%0.0%10.389%
5/10/2024 Jupiter Asset Management Ltd.63,440$3.60M0.0%N/A0.085%
5/9/2024 Orion Portfolio Solutions LLC43,860$2.49M0.0%-4.3%0.059%
5/9/2024 Lord Abbett & CO. LLC1,118,245$63.48M0.2%+5.2%1.495%
5/9/2024 First Eagle Investment Management LLC105,651$6.00M0.0%+8.9%0.141%
5/9/2024 State Board of Administration of Florida Retirement System14,043$797K0.0%-26.4%0.019%
5/8/2024 Entropy Technologies LP5,492$312K0.0%+7.8%0.007%
5/8/2024 ProShare Advisors LLC13,469$765K0.0%+7.4%0.018%
5/8/2024 US Bancorp DE10,676$606K0.0%-4.9%0.014%
5/8/2024 Russell Investments Group Ltd.17,964$1.02M0.0%-35.2%0.024%
5/7/2024 Sei Investments Co.258,695$14.69M0.0%+25.0%0.346%
5/7/2024 Swiss National Bank131,600$7.47M0.0%+0.3%0.176%
5/7/2024 Illinois Municipal Retirement Fund39,327$2.23M0.0%+8.9%0.053%
5/7/2024 Oppenheimer Asset Management Inc.34,310$1.95M0.0%-26.0%0.046%
5/7/2024 SG Americas Securities LLC4,203$239K0.0%-72.4%0.006%
5/7/2024 Empowered Funds LLC26,148$1.48M0.0%+2.4%0.035%
5/6/2024 Quantbot Technologies LP27,614$1.57M0.1%N/A0.037%
5/6/2024 Duality Advisers LP7,594$431K0.0%+66.2%0.010%
5/6/2024 Texas Permanent School Fund Corp58,344$3.31M0.0%+1.3%0.078%
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5/2/2024 Mutual of America Capital Management LLC79,277$4.50M0.0%-17.9%0.111%
5/1/2024 Janney Montgomery Scott LLC39,461$2.24M0.0%+9.1%0.055%
5/1/2024 BNP Paribas Financial Markets46,726$2.65M0.0%+14.5%0.066%
5/1/2024 Mirae Asset Global Investments Co. Ltd.27,743$1.58M0.0%-9.2%0.039%
5/1/2024 Diversify Advisory Services LLC64,630$3.63M0.2%N/A0.091%
4/30/2024 Naples Global Advisors LLC9,846$559K0.1%-11.9%0.014%
4/29/2024 Principal Financial Group Inc.346,907$19.69M0.0%-56.5%0.487%
4/29/2024 Benjamin F. Edwards & Company Inc.836$47K0.0%+510.2%0.001%
4/26/2024 Yousif Capital Management LLC30,600$1.74M0.0%-9.9%0.043%
4/26/2024 Verdence Capital Advisors LLC32,518$1.85M0.2%-1.6%0.046%
4/25/2024 New York State Teachers Retirement System18,046$1.02M0.0%-14.2%0.025%
4/24/2024 Verity & Verity LLC5,000$284K0.1%N/A0.007%
4/24/2024 Assenagon Asset Management S.A.26,286$1.49M0.0%N/A0.037%
4/23/2024 Louisiana State Employees Retirement System33,000$1.87M0.0%-1.2%0.046%
4/23/2024 Wesbanco Bank Inc.9,809$557K0.0%N/A0.014%
4/23/2024 KLR Investment Advisors LLC5,966$318K0.2%+27.9%0.008%
4/22/2024 Raymond James & Associates363,668$20.65M0.0%-1.2%0.511%
4/20/2024 Maryland State Retirement & Pension System24,022$1.36M0.0%-0.9%0.034%
4/19/2024 State of Alaska Department of Revenue40,612$2.31M0.0%-0.9%0.057%
4/18/2024 Wasatch Advisors LP3,417,643$194.02M1.0%+4.9%4.802%
4/18/2024 Tributary Capital Management LLC435,383$24.72M2.0%-1.4%0.612%
4/18/2024 Hexagon Capital Partners LLC657$37K0.0%+147.9%0.001%
4/18/2024 O ROURKE & COMPANY Inc6,181$351K0.2%+9.5%0.009%
4/18/2024 Blue Zone Wealth Advisors LLC56,595$3.21M1.1%N/A0.080%
4/17/2024 Strata Wealth Advisors LLC30,143$1.71M0.6%-42.1%0.042%
4/17/2024 Hennion & Walsh Asset Management Inc.31,698$1.80M0.1%-6.1%0.045%
4/16/2024 Ausbil Investment Management Ltd11,526$647K0.3%-19.1%0.016%
4/16/2024 Wealth Enhancement Advisory Services LLC89,173$5.06M0.0%N/A0.125%
4/12/2024 Salvus Wealth Management LLC61,653$3.50M2.4%-0.8%0.087%
4/12/2024 Peak Financial Advisors LLC8,715$495K0.3%+2.9%0.012%
4/5/2024 Juncture Wealth Strategies LLC6,300$358K0.2%-45.7%0.009%
3/25/2024 Quadrature Capital Ltd30,813$1.73M0.0%-2.1%0.043%
3/22/2024 PNC Financial Services Group Inc.28,321$1.59M0.0%-11.1%0.040%
3/11/2024 Vanguard Group Inc.7,772,642$436.28M0.0%-0.2%10.921%
3/5/2024 Fisher Asset Management LLC67,365$3.78M0.0%-7.4%0.095%
3/1/2024 Goldman Sachs Group Inc.3,374,385$189.40M0.0%+11.0%4.742%
2/28/2024 American International Group Inc.36,360$2.04M0.0%-0.8%0.051%
2/16/2024 Winslow Asset Management Inc.174,963$9.82M2.0%+1.5%0.246%
2/15/2024 Bridgefront Capital LLC11,363$638K0.5%N/A0.016%
2/14/2024 Wasatch Advisors LP3,257,846$182.86M1.0%-5.6%4.579%
2/14/2024 Azora Capital LP188,858$10.60M0.9%N/A0.265%
2/14/2024 Quadrature Capital Ltd30,813$1.73M0.0%-2.1%0.043%
2/14/2024 Westwood Holdings Group Inc.1,122,386$63M0.5%-13.7%1.577%
2/14/2024 CenterBook Partners LP26,553$1.49M0.2%-75.1%0.037%
2/13/2024 First National Bank of Omaha48,473$2.72M0.2%-3.0%0.068%
2/13/2024 Gabelli Funds LLC26,550$1.49M0.0%+3.7%0.037%
2/13/2024 Goldman Sachs Group Inc.3,374,385$189.40M0.0%+11.0%4.743%
2/13/2024 Blueshift Asset Management LLC3,876$218K0.1%N/A0.005%
2/13/2024 Heard Capital LLC1,858,119$104.30M6.9%-0.3%2.612%
2/12/2024 Alberta Investment Management Corp37,500$2.11M0.0%-17.5%0.053%
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2/12/2024 Madison Asset Management LLC1,399,649$78.56M1.1%+4.5%1.967%
2/12/2024 Evoke Wealth LLC54,859$3.08M0.1%N/A0.077%
2/12/2024 TFO Wealth Partners LLC4,298$241K0.0%+61,300.0%0.006%
2/12/2024 Stifel Financial Corp231,230$12.98M0.0%+9.6%0.325%
2/12/2024 Steward Partners Investment Advisory LLC10,158$570K0.0%+5.7%0.014%
2/12/2024 Artisan Partners Limited Partnership1,079,047$60.57M0.1%-3.6%1.517%
2/12/2024 Hsbc Holdings PLC104,496$5.91M0.0%+0.4%0.147%
2/9/2024 Orion Portfolio Solutions LLC45,829$2.57M0.0%-5.8%0.064%
2/9/2024 US Bancorp DE11,231$630K0.0%+24.2%0.016%
2/9/2024 Assetmark Inc.1,505$84K0.0%+22.5%0.002%
(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, 276 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 ($328.51M), Wasatch Advisors LP ($194.02M), Goldman Sachs Group Inc. ($189.40M), London Co. of Virginia ($154.26M), Timucuan Asset Management Inc. FL ($137.68M), and Heard Capital LLC ($104.30M).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 237 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 ($1.82M), HighTower Advisors LLC ($983.67K), Madison Asset Management LLC ($949.44K), Wasatch Advisors LP ($774.69K), Norges Bank ($743.27K), Goldman Sachs Group Inc. ($669.24K), and Victory Capital Management Inc. ($566.75K).

How much institutional buying is happening at Moelis & Company?

Institutional investors have bought a total of 16,511,195 shares in the last 24 months. This purchase volume represents approximately $712.19M in transactions.

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

Of the 147 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: Principal Financial Group Inc. ($589.42K), Wasatch Advisors LP ($466.85K), JPMorgan Chase & Co. ($458.72K), Federated Hermes Inc. ($441.13K), Ameriprise Financial Inc. ($440.55K), Artisan Partners Limited Partnership ($418.22K), and The Manufacturers Life Insurance Company ($405.82K).

How much institutional selling is happening at Moelis & Company?

Institutional investors have sold a total of 7,346,114 shares in the last 24 months. This volume of shares sold represents approximately $316.30M in transactions.


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This page (NYSE:MC) was last updated on 5/19/2024 by MarketBeat.com Staff

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