Recent Quarter Total Invested
$4.12 B
Recent Quarter Institutional Ownership Percentage
100.52%
Total Invested of Last Quarter
$4.08 B
Ownership Percentage of Last Quarter
102.42%
Moelis & Company Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| VANGUARD GROUP INC | 08/13/2024 | 8.15 M | $463.63 M | 4.94% | 11.30% |
| BLACKROCK INC. | 08/13/2024 | 8.15 M | $463.39 M | 2.15% | 11.30% |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 08/13/2024 | 7.19 M | $408.84 M | 0.66% | 9.97% |
| LONDON CO OF VIRGINIA | 08/14/2024 | 3.62 M | $205.98 M | 1.17% | 5.02% |
| WASATCH ADVISORS LP | 08/14/2024 | 3.58 M | $203.66 M | 4.80% | 4.96% |
| TIMUCUAN ASSET MANAGEMENT INC/FL | 08/13/2024 | 3.04 M | $172.94 M | 0.46% | 4.22% |
| STATE STREET CORP | 08/14/2024 | 2.73 M | $155.27 M | 4.07% | 3.78% |
| GOLDMAN SACHS GROUP INC | 08/13/2024 | 2.60 M | $147.59 M | -19.45% | 3.60% |
| HEARD CAPITAL LLC | 08/13/2024 | 2.15 M | $122.29 M | 1.59% | 2.98% |
| MADISON ASSET MANAGEMENT, LLC | 08/09/2024 | 1.77 M | $100.69 M | 10.43% | 2.45% |
| AMERIPRISE FINANCIAL INC | 08/14/2024 | 1.75 M | $99.60 M | 13.79% | 2.43% |
| GEODE CAPITAL MANAGEMENT, LLC | 08/09/2024 | 1.58 M | $89.84 M | 8.70% | 2.19% |
| JPMORGAN CHASE & CO | 08/12/2024 | 1.46 M | $83.15 M | 14.72% | 2.03% |
| ALLIANCEBERNSTEIN L.P. | 08/14/2024 | 1.42 M | $80.83 M | -14.63% | 1.97% |
| LORD, ABBETT & CO. LLC | 10/07/2024 | 1.12 M | $63.65 M | 0.11% | 1.55% |
| WELLS FARGO & COMPANY/MN | 08/13/2024 | 1.07 M | $60.86 M | -0.88% | 1.48% |
| ARTISAN PARTNERS LIMITED PARTNERSHIP | 08/12/2024 | 1.07 M | $60.79 M | -0.70% | 1.48% |
| HIGHTOWER ADVISORS, LLC | 08/13/2024 | 1.04 M | $58.89 M | 5.26% | 1.44% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 08/12/2024 | 906,090 | $51.52 M | 7.44% | 1.26% |
| DIMENSIONAL FUND ADVISORS LP | 08/09/2024 | 792,670 | $45.07 M | -21.99% | 1.10% |
| BANK OF NEW YORK MELLON CORP | 07/25/2024 | 755,541 | $42.96 M | 4.07% | 1.05% |
| CAPITAL WORLD INVESTORS | 08/13/2024 | 719,000 | $40.88 M | 0.00% | 1.00% |
| NORTHERN TRUST CORP | 08/14/2024 | 716,996 | $40.77 M | -20.93% | 0.99% |
| NATIXIS ADVISORS, L.P. | 08/01/2024 | 708,140 | $40.27 M | 179.17% | 0.98% |
| NORGES BANK | 08/14/2024 | 659,209 | $37.48 M | 100.00% | 0.91% |
| MORGAN STANLEY | 10/17/2024 | 634,225 | $36.06 M | -0.67% | 0.88% |
| ROYAL BANK OF CANADA | 11/06/2024 | 591,790 | $33.65 M | 13.87% | 0.82% |
| WESTWOOD HOLDINGS GROUP INC | 08/13/2024 | 585,475 | $33.29 M | -47.24% | 0.81% |
| BAMCO INC /NY/ | 08/14/2024 | 547,747 | $31.14 M | 0.00% | 0.76% |
| BANK OF AMERICA CORP /DE/ | 08/14/2024 | 544,402 | $30.95 M | -0.97% | 0.75% |
| TRIBUTARY CAPITAL MANAGEMENT, LLC | 07/24/2024 | 436,542 | $24.82 M | 0.27% | 0.61% |
| EMERALD ADVISERS, LLC | 08/06/2024 | 434,486 | $24.70 M | -4.05% | 0.60% |
| EMERALD MUTUAL FUND ADVISERS TRUST | 08/06/2024 | 380,711 | $21.65 M | 0.00% | 0.53% |
| CRAMER ROSENTHAL MCGLYNN LLC | 08/13/2024 | 380,207 | $21.62 M | -17.57% | 0.53% |
| VOYA INVESTMENT MANAGEMENT LLC | 08/14/2024 | 379,658 | $21.59 M | 914.45% | 0.53% |
| RAYMOND JAMES & ASSOCIATES | 07/19/2024 | 370,866 | $21.09 M | 1.98% | 0.51% |
| PRINCIPAL FINANCIAL GROUP INC | 07/29/2024 | 349,692 | $19.88 M | 0.80% | 0.48% |
| SEI INVESTMENTS CO | 08/13/2024 | 305,871 | $17.39 M | 18.24% | 0.42% |
| ENVESTNET ASSET MANAGEMENT INC | 08/08/2024 | 293,529 | $16.69 M | 27.02% | 0.41% |
| BARCLAYS PLC | 08/14/2024 | 265,116 | $15.07 M | -16.00% | 0.37% |
| HSBC HOLDINGS PLC | 08/12/2024 | 246,655 | $14.11 M | 40.72% | 0.34% |
| STIFEL FINANCIAL CORP | 08/13/2024 | 237,010 | $13.48 M | 0.02% | 0.33% |
| NUVEEN ASSET MANAGEMENT, LLC | 08/09/2024 | 207,912 | $11.82 M | 0.98% | 0.29% |
| LEGAL & GENERAL GROUP PLC | 08/14/2024 | 203,576 | $11.58 M | 4.31% | 0.28% |
| RHUMBLINE ADVISERS | 08/01/2024 | 201,473 | $11.46 M | 1.85% | 0.28% |
| DEUTSCHE BANK AG\ | 08/14/2024 | 194,813 | $11.08 M | 9.56% | 0.27% |
| CAPITAL MANAGEMENT CORP /VA | 07/25/2024 | 186,995 | $10.63 M | -1.75% | 0.26% |
| UBS GROUP AG | 08/14/2024 | 186,048 | $10.58 M | 16.02% | 0.26% |
| ROYCE & ASSOCIATES LP | 08/13/2024 | 180,528 | $10.26 M | 3.39% | 0.25% |
| WINSLOW ASSET MANAGEMENT INC | 08/09/2024 | 173,818 | $9.88 M | -1.69% | 0.24% |
Moelis & Companyinstitutional Ownership - Frequently Asked Questions
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Who are the largest shareholders of MC shares?
During the previous two years, 160 institutional investors and hedge funds held shares of Moelis & Company. The most heavily invested institutionals were:
BOK Financial Private Wealth, Inc.: 0
Edgestream Partners, L.P.: 0
Headlands Technologies LLC: 0
Crossmark Global Holdings, Inc.: 0
INCEPTIONR LLC: 0
AMERICAN CENTURY COMPANIES INC: 0
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What percentage of Moelis & Company stock is owned by institutional investors?
100.52% of Moelis & Company stock is owned by institutional investors.
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How much institutional buying is happening at MC ?
Institutional investors have bought a total of 31.73 M shares in the last 24 months. This purchase volume represents approximately $2.34 B in transactions.