Moelis & Company Ownership 2024 | Who Owns Moelis & Company Now?
Institutional Ownership
100.46%
Insider Ownership
0.39%
Retail Ownership
-0.85%
Institutional Holders
292.00
Moelis & Company Institutional Shareholders
Institutional Shareholders by % of Total Shares
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| VANGUARD GROUP INC | 11.30% | 0.01% | 8,153,938 | 383,998 | 4.94% | 463,632,915 | Jun 30, 2024 |
| BLACKROCK INC. | 11.30% | 0.01% | 8,149,615 | 171,831 | 2.15% | 463,387,114 | Jun 30, 2024 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 9.97% | 1.00% | 7,190,221 | 47,365 | 0.66% | 408,835,981 | Jun 30, 2024 |
| LONDON CO OF VIRGINIA | 5.02% | 1.16% | 3,622,548 | 41,964 | 1.17% | 205,978,074 | Jun 30, 2024 |
| WASATCH ADVISORS LP | 4.96% | 1.09% | 3,581,825 | 164,182 | 4.80% | 203,662,570 | Jun 30, 2024 |
| TIMUCUAN ASSET MANAGEMENT INC/FL | 4.22% | 5.94% | 3,041,565 | 13,935 | 0.46% | 172,943,364 | Jun 30, 2024 |
| STATE STREET CORP | 3.78% | 0.01% | 2,730,680 | 106,878 | 4.07% | 155,266,465,000 | Jun 30, 2024 |
| GOLDMAN SACHS GROUP INC | 3.60% | 0.03% | 2,595,609 | -626,752 | -19.45% | 147,586,346 | Jun 30, 2024 |
| HEARD CAPITAL LLC | 2.98% | 7.46% | 2,150,710 | 33,710 | 1.59% | 122,289,370 | Jun 30, 2024 |
| MADISON ASSET MANAGEMENT, LLC | 2.45% | 1.25% | 1,770,835 | 167,226 | 10.43% | 100,689,697 | Jun 30, 2024 |
| AMERIPRISE FINANCIAL INC | 2.43% | 0.03% | 1,751,753 | 212,349 | 13.79% | 99,604,681 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.19% | 0.01% | 1,579,618 | 126,388 | 8.70% | 89,835,118 | Jun 30, 2024 |
| JPMORGAN CHASE & CO | 2.03% | 0.01% | 1,462,303 | 187,670 | 14.72% | 83,146,547 | Jun 30, 2024 |
| ALLIANCEBERNSTEIN L.P. | 1.97% | 0.03% | 1,421,491 | -243,507 | -14.63% | 80,825,978 | Jun 30, 2024 |
| LORD, ABBETT & CO. LLC | 1.55% | 0.21% | 1,119,432 | 1,187 | 0.11% | 63,651,000 | Jun 30, 2024 |
| WELLS FARGO & COMPANY/MN | 1.48% | 0.01% | 1,070,321 | -9,495 | -0.88% | 60,858,446 | Jun 30, 2024 |
| ARTISAN PARTNERS LIMITED PARTNERSHIP | 1.48% | 0.09% | 1,069,169 | -7,546 | -0.70% | 60,792,949 | Jun 30, 2024 |
| HIGHTOWER ADVISORS, LLC | 1.44% | 0.09% | 1,035,441 | 51,762 | 5.26% | 58,887,000 | Jun 30, 2024 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.26% | 0.01% | 906,090 | 62,712 | 7.44% | 51,520,273 | Jun 30, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 1.10% | 0.01% | 792,670 | -223,393 | -21.99% | 45,067,914 | Jun 30, 2024 |
Moelis & Company's largest institutional shareholder is VANGUARD GROUP INC, holding 11.30% of the company's total share outstanding, currently valued at $463.63M. The top 10 institutional shareholders own together 59.58% of the company.
Institutional Shareholders by % of Total Assets
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| HEARD CAPITAL LLC | 2.98% | 7.46% | 2,150,710 | 33,710 | 1.59% | 122,289,370 | Jun 30, 2024 |
| TIMUCUAN ASSET MANAGEMENT INC/FL | 4.22% | 5.94% | 3,041,565 | 13,935 | 0.46% | 172,943,364 | Jun 30, 2024 |
| PARK CIRCLE CO | 0.07% | 2.73% | 50,176 | - | - | 2,853,007 | Jun 30, 2024 |
| SALVUS WEALTH MANAGEMENT, LLC | 0.08% | 2.36% | 60,450 | -1,203 | -1.95% | 3,437,187 | Jun 30, 2024 |
| CAPITAL MANAGEMENT CORP /VA | 0.26% | 2.13% | 186,995 | -3,335 | -1.75% | 10,632,532 | Jun 30, 2024 |
| TRIBUTARY CAPITAL MANAGEMENT, LLC | 0.61% | 2.06% | 436,542 | 1,159 | 0.27% | 24,821,788 | Jun 30, 2024 |
| WINSLOW ASSET MANAGEMENT INC | 0.24% | 1.95% | 173,818 | -2,993 | -1.69% | 9,883,000 | Jun 30, 2024 |
| CRAMER ROSENTHAL MCGLYNN LLC | 0.53% | 1.27% | 380,207 | -81,066 | -17.57% | 21,618,570 | Jun 30, 2024 |
| MADISON ASSET MANAGEMENT, LLC | 2.45% | 1.25% | 1,770,835 | 167,226 | 10.43% | 100,689,697 | Jun 30, 2024 |
| LONDON CO OF VIRGINIA | 5.02% | 1.16% | 3,622,548 | 41,964 | 1.17% | 205,978,074 | Jun 30, 2024 |
| BLUE ZONE WEALTH ADVISORS, LLC | 0.08% | 1.14% | 58,054 | 1,459 | 2.58% | 3,300,950 | Jun 30, 2024 |
| EMERALD MUTUAL FUND ADVISERS TRUST | 0.53% | 1.13% | 380,711 | - | - | 21,647,227 | Jun 30, 2024 |
| WASATCH ADVISORS LP | 4.96% | 1.09% | 3,581,825 | 164,182 | 4.80% | 203,662,570 | Jun 30, 2024 |
| EMERALD ADVISERS, LLC | 0.60% | 1.04% | 434,486 | -18,339 | -4.05% | 24,704,874 | Jun 30, 2024 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 9.97% | 1.00% | 7,190,221 | 47,365 | 0.66% | 408,835,981 | Jun 30, 2024 |
| STRATA WEALTH ADVISORS, LLC | 0.04% | 0.58% | 29,428 | -715 | -2.37% | 1,673,276 | Jun 30, 2024 |
| EAGLE ROCK INVESTMENT COMPANY, LLC | 0.05% | 0.40% | 38,598 | 3,710 | 10.63% | 2,194,682 | Jun 30, 2024 |
| PEAK FINANCIAL ADVISORS LLC | 0.01% | 0.29% | 8,749 | 34 | 0.39% | 497,468 | Jun 30, 2024 |
| EFG ASSET MANAGEMENT (NORTH AMERICA) CORP. | 0.04% | 0.27% | 26,979 | 26,979 | 100.00% | 1,533,891 | Jun 30, 2024 |
| SUSQUEHANNA PORTFOLIO STRATEGIES, LLC | 0.15% | 0.26% | 109,275 | - | - | 6,213,377 | Jun 30, 2024 |
The largest Moelis & Company shareholder by % of total assets is HEARD CAPITAL LLC. The company owns 2.15M shares of Moelis & Company (MC), representing 7.46% of its total assets.
Institutional Buyers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| NORGES BANK | 0.91% | 0.01% | 659,209 | 659,209 | 100.00% | 37,482,624 | Jun 30, 2024 |
| NATIXIS ADVISORS, L.P. | 0.98% | 0.09% | 708,140 | 454,478 | 179.17% | 40,265,000 | Jun 30, 2024 |
| VANGUARD GROUP INC | 11.30% | 0.01% | 8,153,938 | 383,998 | 4.94% | 463,632,915 | Jun 30, 2024 |
| VOYA INVESTMENT MANAGEMENT LLC | 0.53% | 0.02% | 379,658 | 342,233 | 914.45% | 21,587,354 | Jun 30, 2024 |
| AMERIPRISE FINANCIAL INC | 2.43% | 0.03% | 1,751,753 | 212,349 | 13.79% | 99,604,681 | Jun 30, 2024 |
| JPMORGAN CHASE & CO | 2.03% | 0.01% | 1,462,303 | 187,670 | 14.72% | 83,146,547 | Jun 30, 2024 |
| BLACKROCK INC. | 11.30% | 0.01% | 8,149,615 | 171,831 | 2.15% | 463,387,114 | Jun 30, 2024 |
| MADISON ASSET MANAGEMENT, LLC | 2.45% | 1.25% | 1,770,835 | 167,226 | 10.43% | 100,689,697 | Jun 30, 2024 |
| WASATCH ADVISORS LP | 4.96% | 1.09% | 3,581,825 | 164,182 | 4.80% | 203,662,570 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.19% | 0.01% | 1,579,618 | 126,388 | 8.70% | 89,835,118 | Jun 30, 2024 |
| STATE STREET CORP | 3.78% | 0.01% | 2,730,680 | 106,878 | 4.07% | 155,266,465,000 | Jun 30, 2024 |
| CINCTIVE CAPITAL MANAGEMENT LP | 0.12% | 0.23% | 83,943 | 83,943 | 100.00% | 4,772,999 | Jun 30, 2024 |
| UBS ASSET MANAGEMENT AMERICAS INC | 0.22% | 0.00% | 158,866 | 79,632 | 100.50% | 9,033,122 | Jun 30, 2024 |
| ROYAL BANK OF CANADA | 0.82% | 0.01% | 591,790 | 72,100 | 13.87% | 33,649,000 | Jun 30, 2024 |
| HSBC HOLDINGS PLC | 0.34% | 0.01% | 246,655 | 71,372 | 40.72% | 14,112,582 | Jun 30, 2024 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.26% | 0.01% | 906,090 | 62,712 | 7.44% | 51,520,273 | Jun 30, 2024 |
| ENVESTNET ASSET MANAGEMENT INC | 0.41% | 0.01% | 293,529 | 62,444 | 27.02% | 16,690,051 | Jun 30, 2024 |
| ALLIANZ ASSET MANAGEMENT GMBH | 0.09% | 0.01% | 66,866 | 60,761 | 995.27% | 3,802,001 | Jun 30, 2024 |
| SPIDERROCK ADVISORS, LLC | 0.08% | 0.07% | 57,490 | 57,490 | 100.00% | 3,268,881 | Jun 30, 2024 |
| HIGHTOWER ADVISORS, LLC | 1.44% | 0.09% | 1,035,441 | 51,762 | 5.26% | 58,887,000 | Jun 30, 2024 |
As of Jun 30 2024, Moelis & Company's largest institutional buyer is NORGES BANK. The company purchased 659.21K stocks of MC, valued at $37.48M.
Institutional Sellers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| GOLDMAN SACHS GROUP INC | 3.60% | 0.03% | 2,595,609 | -626,752 | -19.45% | 147,586,346 | Jun 30, 2024 |
| WESTWOOD HOLDINGS GROUP INC | 0.81% | 0.16% | 585,475 | -524,177 | -47.24% | 33,290,109 | Jun 30, 2024 |
| BALYASNY ASSET MANAGEMENT L.P. | 0.01% | 0.00% | 6,061 | -258,555 | -97.71% | 344,628 | Jun 30, 2024 |
| ALLIANCEBERNSTEIN L.P. | 1.97% | 0.03% | 1,421,491 | -243,507 | -14.63% | 80,825,978 | Jun 30, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 1.10% | 0.01% | 792,670 | -223,393 | -21.99% | 45,067,914 | Jun 30, 2024 |
| NO STREET GP LP | - | - | - | -200,000 | -100.00% | - | Jun 30, 2024 |
| NORTHERN TRUST CORP | 0.99% | 0.01% | 716,996 | -189,795 | -20.93% | 40,768,392,000 | Jun 30, 2024 |
| CRAMER ROSENTHAL MCGLYNN LLC | 0.53% | 1.27% | 380,207 | -81,066 | -17.57% | 21,618,570 | Jun 30, 2024 |
| PINEBRIDGE INVESTMENTS, L.P. | - | - | - | -74,764 | -100.00% | - | Jun 30, 2024 |
| MARSHALL WACE, LLP | - | - | - | -70,989 | -100.00% | - | Jun 30, 2024 |
| JUPITER ASSET MANAGEMENT LTD | - | - | - | -63,440 | -100.00% | - | Jun 30, 2024 |
| MORAN WEALTH MANAGEMENT, LLC | - | - | - | -59,482 | -100.00% | - | Jun 30, 2024 |
| BARCLAYS PLC | 0.37% | 0.00% | 265,116 | -50,510 | -16.00% | 15,074,000 | Jun 30, 2024 |
| GRANDEUR PEAK GLOBAL ADVISORS, LLC | 0.07% | 0.23% | 50,447 | -41,467 | -45.12% | 2,868,416 | Jun 30, 2024 |
| QUBE RESEARCH & TECHNOLOGIES LTD | - | - | - | -39,353 | -100.00% | - | Jun 30, 2024 |
| AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -36,040 | -100.00% | - | Jun 30, 2024 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 0.05% | 0.01% | 33,170 | -30,747 | -48.10% | 1,886,046 | Jun 30, 2024 |
| VICTORY CAPITAL MANAGEMENT INC | 0.07% | 0.00% | 49,489 | -28,857 | -36.83% | 2,813,945 | Jun 30, 2024 |
| MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. | - | - | - | -27,743 | -100.00% | - | Jun 30, 2024 |
| ASSENAGON ASSET MANAGEMENT S.A. | - | - | - | -26,286 | -100.00% | - | Jun 30, 2024 |
As of Jun 30 2024, Moelis & Company's biggest institutional seller is GOLDMAN SACHS GROUP INC. The company sold -0.63M shares of MC, valued at $147.59M.
Institutional New positions
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| NORGES BANK | 0.91% | 0.01% | 659,209 | 659,209 | 100.00% | 37,482,624 | Jun 30, 2024 |
| CINCTIVE CAPITAL MANAGEMENT LP | 0.12% | 0.23% | 83,943 | 83,943 | 100.00% | 4,772,999 | Jun 30, 2024 |
| SPIDERROCK ADVISORS, LLC | 0.08% | 0.07% | 57,490 | 57,490 | 100.00% | 3,268,881 | Jun 30, 2024 |
| COREBRIDGE FINANCIAL, INC. | 0.06% | 0.01% | 40,983 | 40,983 | 100.00% | 2,330,293 | Jun 30, 2024 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 0.05% | 0.00% | 34,167 | 34,167 | 100.00% | 1,942,736 | Jun 30, 2024 |
| EFG ASSET MANAGEMENT (NORTH AMERICA) CORP. | 0.04% | 0.27% | 26,979 | 26,979 | 100.00% | 1,533,891 | Jun 30, 2024 |
| 0.04% | 0.20% | 26,694 | 26,694 | 100.00% | 1,594,154 | Jun 30, 2024 | |
| ATRIA INVESTMENTS, INC | 0.03% | 0.02% | 24,090 | 24,090 | 100.00% | 1,369,786 | Jun 30, 2024 |
| WILEY BROS.-AINTREE CAPITAL, LLC | 0.01% | 0.02% | 9,109 | 9,109 | 100.00% | 517,495 | Jun 30, 2024 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 0.01% | 0.00% | 9,058 | 9,058 | 100.00% | 515,038 | Jun 30, 2024 |
| ALGERT GLOBAL LLC | 0.01% | 0.01% | 6,711 | 6,711 | 100.00% | 382,000 | Jun 30, 2024 |
| CLEARSTEAD ADVISORS, LLC | 0.01% | 0.01% | 5,570 | 5,570 | 100.00% | 316,711 | Jun 30, 2024 |
| CHOREO, LLC | 0.01% | 0.00% | 4,525 | 4,525 | 100.00% | 258,558 | Jun 30, 2024 |
| HERITAGE FAMILY OFFICES, LLP | 0.01% | 0.13% | 4,270 | 4,270 | 100.00% | 242,816 | Jun 30, 2024 |
| VENTURI WEALTH MANAGEMENT, LLC | 0.01% | 0.01% | 4,230 | 4,230 | 100.00% | 240,518 | Jun 30, 2024 |
| WALLEYE CAPITAL LLC | 0.00% | 0.00% | 3,300 | 3,300 | 100.00% | 187,638 | Jun 30, 2024 |
| WALLEYE CAPITAL LLC | 0.00% | 0.00% | 3,086 | 3,086 | 100.00% | 175,470 | Jun 30, 2024 |
| WALLEYE CAPITAL LLC | 0.00% | 0.00% | 2,000 | 2,000 | 100.00% | 113,720 | Jun 30, 2024 |
| HEADLANDS TECHNOLOGIES LLC | 0.00% | 0.01% | 1,992 | 1,992 | 100.00% | 113,265 | Jun 30, 2024 |
| STATE OF WYOMING | 0.00% | 0.01% | 1,583 | 1,583 | 100.00% | 90,009 | Jun 30, 2024 |
| BOK FINANCIAL PRIVATE WEALTH, INC. | 0.00% | 0.00% | 300 | 300 | 100.00% | 17,058 | Jun 30, 2024 |
| CAPITAL ADVISORS, LTD. LLC | 0.00% | 0.00% | 200 | 200 | 100.00% | 11,000 | Jun 30, 2024 |
| JONES FINANCIAL COMPANIES LLLP | 0.00% | - | 189 | 189 | 100.00% | 10,746 | Jun 30, 2024 |
| SRS CAPITAL ADVISORS, INC. | 0.00% | 0.00% | 155 | 155 | 100.00% | 8,814 | Jun 30, 2024 |
| FINANCIAL NETWORK WEALTH ADVISORS LLC | 0.00% | 0.01% | 112 | 112 | 100.00% | 6,659 | Jun 30, 2024 |
| BALDWIN BROTHERS LLC/MA | 0.00% | 0.00% | 54 | 54 | 100.00% | 3,070 | Jun 30, 2024 |
| TRIAD WEALTH PARTNERS, LLC | - | 0.00% | 31 | 31 | 100.00% | 1,763 | Jun 30, 2024 |
| INNEALTA CAPITAL, LLC | - | 0.00% | 18 | 18 | 100.00% | 1,023 | Jun 30, 2024 |
| CVA FAMILY OFFICE, LLC | - | 0.00% | 10 | 10 | 100.00% | 569 | Jun 30, 2024 |
| LARSON FINANCIAL GROUP LLC | - | - | 4 | 4 | 100.00% | 227 | Jun 30, 2024 |
Moelis & Company's largest new institutional shareholder by number of shares is NORGES BANK, purchased 659.21K shares, valued at $37.48M, as of undefined.
Institutional Sold Out
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| NO STREET GP LP | - | - | - | -200,000 | -100.00% | - | Jun 30, 2024 |
| PINEBRIDGE INVESTMENTS, L.P. | - | - | - | -74,764 | -100.00% | - | Jun 30, 2024 |
| MARSHALL WACE, LLP | - | - | - | -70,989 | -100.00% | - | Jun 30, 2024 |
| JUPITER ASSET MANAGEMENT LTD | - | - | - | -63,440 | -100.00% | - | Jun 30, 2024 |
| MORAN WEALTH MANAGEMENT, LLC | - | - | - | -59,482 | -100.00% | - | Jun 30, 2024 |
| QUBE RESEARCH & TECHNOLOGIES LTD | - | - | - | -39,353 | -100.00% | - | Jun 30, 2024 |
| AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -36,040 | -100.00% | - | Jun 30, 2024 |
| MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. | - | - | - | -27,743 | -100.00% | - | Jun 30, 2024 |
| ASSENAGON ASSET MANAGEMENT S.A. | - | - | - | -26,286 | -100.00% | - | Jun 30, 2024 |
| QUADRATURE CAPITAL LTD | - | - | - | -22,798 | -100.00% | - | Jun 30, 2024 |
| CAMPBELL & CO INVESTMENT ADVISER LLC | - | - | - | -20,809 | -100.00% | - | Jun 30, 2024 |
| CANADA PENSION PLAN INVESTMENT BOARD | - | - | - | -18,700 | -100.00% | - | Jun 30, 2024 |
| JUMP FINANCIAL, LLC | - | - | - | -18,200 | -100.00% | - | Jun 30, 2024 |
| COOKSON PEIRCE & CO INC | - | - | - | -16,620 | -100.00% | - | Jun 30, 2024 |
| TUDOR INVESTMENT CORP ET AL | - | - | - | -13,924 | -100.00% | - | Jun 30, 2024 |
| MILLENNIUM MANAGEMENT LLC | - | - | - | -12,397 | -100.00% | - | Jun 30, 2024 |
| OMERS ADMINISTRATION CORP | - | - | - | -11,800 | -100.00% | - | Jun 30, 2024 |
| AUSBIL INVESTMENT MANAGEMENT LTD | - | - | - | -11,526 | -100.00% | - | Jun 30, 2024 |
| CURATED WEALTH PARTNERS LLC | - | - | - | -9,234 | -100.00% | - | Jun 30, 2024 |
| EXODUSPOINT CAPITAL MANAGEMENT, LP | - | - | - | -8,610 | -100.00% | - | Jun 30, 2024 |
| FOX RUN MANAGEMENT, L.L.C. | - | - | - | -8,013 | -100.00% | - | Jun 30, 2024 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | - | - | - | -7,558 | -100.00% | - | Jun 30, 2024 |
| ARMISTICE CAPITAL, LLC | - | - | - | -7,553 | -100.00% | - | Jun 30, 2024 |
| BREVAN HOWARD CAPITAL MANAGEMENT LP | - | - | - | -6,594 | -100.00% | - | Jun 30, 2024 |
| NATIXIS | - | - | - | -6,300 | -100.00% | - | Jun 30, 2024 |
| NEBULA RESEARCH & DEVELOPMENT LLC | - | - | - | -6,141 | -100.00% | - | Jun 30, 2024 |
| JEFFERIES FINANCIAL GROUP INC. | - | - | - | -5,711 | -100.00% | - | Jun 30, 2024 |
| ENTROPY TECHNOLOGIES, LP | - | - | - | -5,492 | -100.00% | - | Jun 30, 2024 |
| CENTIVA CAPITAL, LP | - | - | - | -5,210 | -100.00% | - | Jun 30, 2024 |
| VERITY & VERITY, LLC | - | - | - | -5,000 | -100.00% | - | Jun 30, 2024 |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. | - | - | - | -4,347 | -100.00% | - | Jun 30, 2024 |
| ENVOI LLC | - | - | - | -4,115 | -100.00% | - | Jun 30, 2024 |
| ADVISORS ASSET MANAGEMENT, INC. | - | - | - | -3,621 | -100.00% | - | Jun 30, 2024 |
| METROPOLITAN LIFE INSURANCE CO/NY | - | - | - | -3,512 | -100.00% | - | Jun 30, 2024 |
| QUEST PARTNERS LLC | - | - | - | -2,125 | -100.00% | - | Jun 30, 2024 |
| CAROLINAS WEALTH CONSULTING LLC | - | - | - | -122 | -100.00% | - | Jun 30, 2024 |
| PEAK6 INVESTMENTS LLC | - | - | - | -100 | -100.00% | - | Jun 30, 2024 |
| FIRST FINANCIAL CORP /IN/ | - | - | - | -79 | -100.00% | - | Jun 30, 2024 |
| HARBOR INVESTMENT ADVISORY, LLC | - | - | - | -54 | -100.00% | - | Jun 30, 2024 |
| MATHER GROUP, LLC. | - | - | - | -39 | -100.00% | - | Jun 30, 2024 |
| ASSETMARK, INC | - | - | - | -26 | -100.00% | - | Jun 30, 2024 |
Moelis & Company's largest sold out institutional shareholder by shares sold is NO STREET GP LP, sold -0.20M shares, valued at -, as of undefined.
Moelis & Company Mutual Fund Holders
| Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
|---|---|---|---|---|---|
| LORD ABBETT MID CAP STOCK FUND INC | 1.42% | 386,950 | 45,610 | 13.36% | Mar 31, 2024 |
| AB TRUST | 0.42% | 398,372 | -75,400 | -15.91% | Feb 29, 2024 |
| Gabelli ESG Fund, Inc. | 0.40% | 3,250 | - | - | Dec 29, 2023 |
| ADVENT CONVERTIBLE & INCOME FUND | 0.35% | 1,200,000 | - | - | Jan 31, 2024 |
| CRM Mutual Fund Trust | 0.31% | 154,229 | 1,206 | 0.79% | Mar 31, 2024 |
| YCG Funds | 0.28% | 12,432 | - | - | Feb 29, 2024 |
| YCG Funds | 0.23% | 10,207 | 5,336 | 109.55% | Feb 29, 2024 |
| WASATCH FUNDS TRUST | 0.22% | 1,996,078 | 155,365 | 8.44% | Mar 31, 2024 |
| OSI ETF Trust | 0.21% | 36,514 | 1,960 | 5.67% | Mar 31, 2022 |
| Federated Hermes MDT Series | 0.17% | 423,462 | - | - | Jan 31, 2024 |
| CORNERCAP GROUP OF FUNDS /VA/ | 0.15% | 10,790 | - | - | Sep 30, 2022 |
| VIRTUS EQUITY TRUST | 0.15% | 1,203,047 | -742 | -0.06% | Mar 28, 2024 |
| LORD ABBETT RESEARCH FUND INC | 0.13% | 121,803 | -22,403 | -15.54% | Feb 29, 2024 |
| Pioneer Series Trust III | 0.13% | 36,286 | - | - | Feb 29, 2024 |
| MADISON FUNDS | 0.12% | 695,041 | 141,568 | 25.58% | Jan 31, 2024 |
| TOUCHSTONE FUNDS GROUP TRUST | 0.11% | 2,942,843 | 103,022 | 3.63% | Mar 31, 2024 |
| PRUDENTIAL JENNISON SMALL CO FUND, INC. | 0.11% | 462,299 | - | - | Mar 28, 2024 |
| ROYCE CAPITAL FUND | 0.09% | 34,901 | - | - | Mar 31, 2024 |
| VANGUARD ADMIRAL FUNDS | 0.09% | 396,967 | 5,957 | 1.52% | Feb 29, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 0.09% | 46,976 | - | - | Mar 31, 2024 |
| LORD ABBETT SECURITIES TRUST | 0.09% | 416,591 | -48,518 | -10.43% | Jan 31, 2024 |
| BNY MELLON INDEX FUNDS, INC. | 0.06% | 67,254 | -9,574 | -12.46% | Jan 31, 2024 |
| BNY MELLON INVESTMENT PORTFOLIOS | 0.06% | 32,980 | -284 | -0.85% | Mar 31, 2024 |
| Tributary Funds, Inc. | 0.06% | 285,879 | -4,477 | -1.54% | Dec 31, 2023 |
| LORD ASSET MANAGEMENT TRUST | 0.05% | 2,000 | - | - | Oct 31, 2022 |
| BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) | 0.05% | 350,000 | - | - | Mar 31, 2024 |
| ULTRA SERIES FUND | 0.05% | 89,102 | -2,429 | -2.65% | Mar 31, 2024 |
| EntrepreneurShares Series Trust | 0.05% | 12,898 | - | - | Dec 31, 2023 |
| PRUDENTIAL JENNISON BLEND FUND, INC. | 0.05% | 28,931 | - | - | Feb 29, 2024 |
| Federated Hermes Equity Funds | 0.05% | 900,000 | - | - | Jan 31, 2024 |
| ALGER INSTITUTIONAL FUNDS | 0.04% | 11,669 | - | - | Jan 31, 2024 |
| DEUTSCHE DWS INVESTMENT TRUST | 0.04% | 133,995 | - | - | Mar 31, 2024 |
| FRONTIER FUNDS, INC. | 0.04% | 16,692 | - | - | Mar 31, 2024 |
| ALGER PORTFOLIOS | 0.04% | 16,002 | - | - | Dec 31, 2023 |
| Ultimus Managers Trust | 0.04% | 416,580 | -58,819 | -12.37% | Jan 31, 2024 |
| SARATOGA ADVANTAGE TRUST | 0.03% | 2,149 | - | - | Feb 29, 2024 |
| RMB INVESTORS TRUST | 0.03% | 16,692 | - | - | Dec 31, 2023 |
| Oaktree Diversified Income Fund Inc. | 0.03% | 100,000 | - | - | Mar 31, 2024 |
| Absolute Shares Trust | 0.03% | 11,369 | - | - | Mar 31, 2024 |
| John Hancock Funds III | 0.03% | 451,754 | - | - | Mar 31, 2024 |
| ROYCE VALUE TRUST, INC. | 0.03% | 21,000 | - | - | Mar 31, 2024 |
| GABELLI EQUITY SERIES FUNDS INC | 0.02% | 19,350 | - | - | Dec 29, 2023 |
| AB VARIABLE PRODUCTS SERIES FUND, INC. | 0.02% | 105,007 | -35,270 | -25.14% | Mar 31, 2024 |
| ADVISORS' INNER CIRCLE FUND | 0.02% | 554,134 | - | - | Jan 31, 2024 |
| QUANTITATIVE MASTER SERIES LLC | 0.02% | 112,337 | - | - | Mar 31, 2024 |
| FIRST TRUST VARIABLE INSURANCE TRUST | 0.02% | 87,677 | - | - | Mar 28, 2024 |
| ROYCE FUND | 0.02% | 115,845 | -4,087 | -3.41% | Mar 31, 2024 |
| BlackRock Advantage SMID Cap Fund, Inc. | 0.02% | 3,236 | - | - | Mar 28, 2024 |
| DEUTSCHE DWS INVESTMENTS VIT FUNDS | 0.02% | 9,988 | -223 | -2.18% | Mar 31, 2024 |
| ALGER FUNDS | 0.02% | 15,191 | - | - | Jan 31, 2024 |
| PAX WORLD FUNDS SERIES TRUST III | 0.02% | 5,832 | - | - | Mar 31, 2024 |
| VANGUARD INDEX FUNDS | 0.01% | 5,891,550 | -963,398 | -14.05% | Mar 31, 2024 |
| FIRST TRUST EXCHANGE-TRADED FUND | 0.01% | 137,359 | - | - | Mar 31, 2024 |
| TIMOTHY PLAN | 0.01% | 62,270 | 711 | 1.15% | Mar 31, 2024 |
| Manager Directed Portfolios | 0.01% | 2,036 | - | - | Jan 31, 2024 |
| STATE STREET INSTITUTIONAL FUNDS | 0.01% | 9,675 | - | - | Mar 31, 2024 |
| VANGUARD EXPLORER FUND | 0.01% | 146,199 | - | - | Jan 31, 2024 |
| AMERICAN CENTURY QUANTITATIVE EQUITY FUNDS, INC. | 0.01% | 26,687 | - | - | Mar 31, 2024 |
| PRUDENTIAL INVESTMENT PORTFOLIOS, INC. | 0.01% | 105,665 | - | - | Mar 28, 2024 |
| MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC | 0.01% | 5,827 | 1,789 | 44.30% | Sep 30, 2020 |
| SMALLCAP WORLD FUND INC | 0.01% | 719,000 | - | - | Mar 31, 2024 |
| Humankind Benefit Corp | 0.01% | 197 | -7 | -3.43% | Dec 31, 2023 |
| SYNTAX ETF TRUST | 0.01% | 266 | 20 | 8.13% | Mar 31, 2024 |
| ALPS ETF Trust | 0.01% | 102,400 | - | - | Feb 29, 2024 |
| VANGUARD HORIZON FUNDS | 0.01% | 180,714 | - | - | Mar 31, 2024 |
| TIAA SEPARATE ACCOUNT VA 1 | 0.01% | 1,603 | - | - | Mar 31, 2024 |
| DELAWARE GROUP EQUITY FUNDS IV | 0.01% | 8,274 | - | - | Mar 28, 2024 |
| FIDELITY ADVISOR SERIES VII | 0.01% | 58,300 | - | - | Jan 31, 2024 |
| Vericimetry Funds | 0.01% | 602 | - | - | Mar 31, 2024 |
| WESMARK FUNDS | 0.01% | 21,786 | - | - | Mar 31, 2024 |
| VARIABLE INSURANCE PRODUCTS FUND IV | 0.01% | 16,400 | - | - | Mar 31, 2024 |
| FIDELITY CAPITAL TRUST | 0.01% | 64,300 | - | - | Jan 31, 2024 |
| SCHWAB CAPITAL TRUST | 0.01% | 238,882 | 2,358 | 1.00% | Jan 31, 2024 |
| IndexIQ ETF Trust | 0.01% | 12,158 | - | - | Jan 31, 2024 |
| FIRST INVESTORS EQUITY FUNDS | 0.01% | 27,894 | 27,894 | - | Sep 30, 2019 |
| FIDELITY FINANCIAL TRUST | 0.01% | 89,911 | - | - | Feb 29, 2024 |
| FIDELITY SECURITIES FUND | 0.00% | 455,100 | - | - | Jan 31, 2024 |
| JOHN HANCOCK INVESTMENT TRUST | 0.00% | 389,021 | - | - | Mar 31, 2024 |
| Nushares ETF Trust | 0.00% | 32,812 | 32,812 | - | Jan 31, 2024 |
| MARSICO INVESTMENT FUND | 0.00% | 5,130 | 3,920 | 323.97% | Mar 31, 2024 |
| Bernstein Fund Inc | 0.00% | 33,789 | - | - | Mar 31, 2024 |
| DEUTSCHE DWS VARIABLE SERIES II | 0.00% | 9,136 | - | - | Mar 31, 2024 |
| PRUDENTIAL SECTOR FUNDS, INC. | 0.00% | 7,583 | - | - | Feb 29, 2024 |
| Principal Exchange-Traded Funds | 0.00% | 44,064 | - | - | Mar 31, 2024 |
| VIRTUS ALTERNATIVE SOLUTIONS TRUST | 0.00% | 64,359 | - | - | Jan 31, 2024 |
| BNY Mellon Strategic Funds, Inc. | 0.00% | 7,594 | - | - | Mar 31, 2024 |
| GABELLI EQUITY TRUST INC | 0.00% | 3,950 | 950 | 31.67% | Dec 29, 2023 |
| VANGUARD WHITEHALL FUNDS | 0.00% | 294,891 | -4,944 | -1.65% | Jan 31, 2024 |
| EATON VANCE GROWTH TRUST | 0.00% | 34,207 | - | - | Feb 29, 2024 |
| FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND | 0.00% | 11,308 | - | - | Jan 31, 2024 |
| OPTIMUM FUND TRUST | 0.00% | 127,076 | - | - | Mar 28, 2024 |
| PFM Multi-Manager Series Trust | 0.00% | 2,320 | 1,420 | 157.78% | Dec 31, 2023 |
| MML SERIES INVESTMENT FUND | 0.00% | 26,786 | -1,010 | -3.63% | Dec 31, 2023 |
| FIDELITY CONCORD STREET TRUST | 0.00% | 588,052 | 18,268 | 3.21% | Feb 29, 2024 |
| Mutual of America Variable Insurance Portfolios, Inc. | 0.00% | 1,978 | 22 | 1.12% | Sep 30, 2023 |
| AB CAP FUND, INC. | 0.00% | 94,484 | -39,880 | -29.68% | Feb 29, 2024 |
| JNL VARIABLE FUND LLC | 0.00% | 15,320 | - | - | Mar 31, 2020 |
| FLEXSHARES TRUST | 0.00% | 214,487 | -5,082 | -2.31% | Jan 31, 2024 |
| FINANCIAL INVESTORS TRUST | 0.00% | 203,402 | - | - | Jan 31, 2024 |
| VANGUARD TAX-MANAGED FUNDS | 0.00% | 511,509 | -9,314 | -1.79% | Mar 31, 2024 |
Moelis & Company's largest mutual fund holder by % of total assets is "LORD ABBETT MID CAP STOCK FUND INC", owning 386.95K shares, compromising 1.42% of its total assets.
Moelis & Company Institutional Ownership Trends
Institutional Holdings Trend
| Date | Holdings | Change % |
|---|---|---|
| 30 Jun, 24 | 292 | -6.41% |
| 31 Mar, 24 | 312 | 8.33% |
| 31 Dec, 23 | 288 | 4.35% |
| 30 Sep, 23 | 276 | 4.55% |
| 30 Jun, 23 | 264 | 6.02% |
| 31 Mar, 23 | 249 | 1.63% |
| 31 Dec, 22 | 245 | -1.61% |
| 30 Sep, 22 | 249 | -4.23% |
| 30 Jun, 22 | 260 | -8.13% |
| 31 Mar, 22 | 283 | -11.01% |
| 31 Dec, 21 | 318 | 7.80% |
| 30 Sep, 21 | 295 | 6.50% |
| 30 Jun, 21 | 277 | 5.73% |
| 31 Mar, 21 | 262 | 11.49% |
| 31 Dec, 20 | 235 | 23.04% |
| 30 Sep, 20 | 191 | 1.60% |
| 30 Jun, 20 | 188 | 4.44% |
| 31 Mar, 20 | 180 | -4.76% |
| 31 Dec, 19 | 189 | -5.03% |
| 30 Sep, 19 | 199 | - |
| 30 Jun, 19 | 199 | -9.95% |
| 31 Mar, 19 | 221 | -1.34% |
| 31 Dec, 18 | 224 | 1.36% |
| 30 Sep, 18 | 221 | 5.24% |
| 30 Jun, 18 | 210 | 3.45% |
| 31 Mar, 18 | 203 | 8.56% |
| 31 Dec, 17 | 187 | 5.06% |
| 30 Sep, 17 | 178 | 19.46% |
| 30 Jun, 17 | 149 | 12.88% |
| 31 Mar, 17 | 132 | 20.00% |
| 31 Dec, 16 | 110 | 12.24% |
| 30 Sep, 16 | 98 | 2.08% |
| 30 Jun, 16 | 96 | 1.05% |
| 31 Mar, 16 | 95 | 7.95% |
| 31 Dec, 15 | 88 | 2.33% |
| 30 Sep, 15 | 86 | 1.18% |
| 30 Jun, 15 | 85 | -8.60% |
| 31 Mar, 15 | 93 | -6.06% |
| 31 Dec, 14 | 99 | 67.80% |
| 30 Sep, 14 | 59 | -3.28% |
| 30 Jun, 14 | 61 | - |
As of 30 Jun 24, 292 institutions are holding Moelis & Company's shares, representing a decrease of -6.41% compared to the previous quarter.
Shares Outstanding Trend
| Date | Shares Outstanding | Change % |
|---|---|---|
| 30 Jun, 24 | 72,478,695 | 0.76% |
| 31 Mar, 24 | 71,929,280 | -0.51% |
| 31 Dec, 23 | 72,299,274 | -0.51% |
| 30 Sep, 23 | 72,671,102 | -3.57% |
| 30 Jun, 23 | 75,362,760 | 14.54% |
| 31 Mar, 23 | 65,797,704 | 3.31% |
| 31 Dec, 22 | 63,692,288 | 1.74% |
| 30 Sep, 22 | 62,605,918 | 1.66% |
| 30 Jun, 22 | 61,581,575 | 4.35% |
| 31 Mar, 22 | 59,016,507 | 1.95% |
| 31 Dec, 21 | 57,887,576 | 3.05% |
| 30 Sep, 21 | 56,176,144 | -0.38% |
| 30 Jun, 21 | 56,388,172 | -1.72% |
| 31 Mar, 21 | 57,373,806 | 2.44% |
| 31 Dec, 20 | 56,006,126 | -1.47% |
| 30 Sep, 20 | 56,839,354 | -3.27% |
| 30 Jun, 20 | 58,761,858 | 11.02% |
| 31 Mar, 20 | 52,926,692 | 14.83% |
| 31 Dec, 19 | 46,091,557 | 2.53% |
| 30 Sep, 19 | 44,955,086 | -0.61% |
| 30 Jun, 19 | 45,228,785 | 0.27% |
| 31 Mar, 19 | 45,107,029 | 6.27% |
| 31 Dec, 18 | 42,445,633 | -1.57% |
| 30 Sep, 18 | 43,121,648 | 9.26% |
| 30 Jun, 18 | 39,466,042 | 5.50% |
| 31 Mar, 18 | 37,407,264 | 23.49% |
| 31 Dec, 17 | 30,291,979 | -0.09% |
| 30 Sep, 17 | 30,320,054 | 21.04% |
| 30 Jun, 17 | 25,050,014 | 1.13% |
| 31 Mar, 17 | 24,770,776 | 41.81% |
| 31 Dec, 16 | 17,467,240 | 0.98% |
| 30 Sep, 16 | 17,298,547 | -0.46% |
| 30 Jun, 16 | 17,379,271 | 1.78% |
| 31 Mar, 16 | 17,076,096 | 2.63% |
| 31 Dec, 15 | 16,638,576 | 4.45% |
| 30 Sep, 15 | 15,929,939 | 4.54% |
| 30 Jun, 15 | 15,237,765 | 9.33% |
| 31 Mar, 15 | 13,937,665 | -1.44% |
| 31 Dec, 14 | 14,141,736 | 75.97% |
| 30 Sep, 14 | 8,036,234 | -0.64% |
| 30 Jun, 14 | 8,088,388 | - |
Moelis & Company (MC) has 72.48M shares outstanding as of 30 Jun 24, up 0.76% compared to the previous quarter.
Institutional Ownership Trend
| Date | Ownership % | Change % |
|---|---|---|
| 30 Jun, 24 | 100.46% | 0.96% |
| 31 Mar, 24 | 102.42% | 0.92% |
| 31 Dec, 23 | 105.54% | 0.94% |
| 30 Sep, 23 | 105.70% | 0.87% |
| 30 Jun, 23 | 110.01% | 1.14% |
| 31 Mar, 23 | 98.19% | 1.05% |
| 31 Dec, 22 | 96.85% | 1.20% |
| 30 Sep, 22 | 89.66% | 1.15% |
| 30 Jun, 22 | 88.21% | 1.24% |
| 31 Mar, 22 | 84.31% | 1.00% |
| 31 Dec, 21 | 91.70% | 1.15% |
| 30 Sep, 21 | 89.13% | 1.12% |
| 30 Jun, 21 | 89.29% | 1.01% |
| 31 Mar, 21 | 94.16% | 1.05% |
| 31 Dec, 20 | 94.67% | 0.95% |
| 30 Sep, 20 | 100.06% | 0.88% |
| 30 Jun, 20 | 106.35% | 1.05% |
| 31 Mar, 20 | 100.49% | 1.26% |
| 31 Dec, 19 | 89.24% | 1.15% |
| 30 Sep, 19 | 88.01% | 1.08% |
| 30 Jun, 19 | 90.26% | 1.04% |
| 31 Mar, 19 | 93.37% | 1.18% |
| 31 Dec, 18 | 89.12% | 0.98% |
| 30 Sep, 18 | 95.39% | 1.07% |
| 30 Jun, 18 | 94.53% | 0.88% |
| 31 Mar, 18 | 103.42% | 1.06% |
| 31 Dec, 17 | 99.00% | 1.14% |
| 30 Sep, 17 | 93.28% | 1.18% |
| 30 Jun, 17 | 88.94% | 0.99% |
| 31 Mar, 17 | 94.69% | 1.36% |
| 31 Dec, 16 | 83.44% | 1.22% |
| 30 Sep, 16 | 82.66% | 1.18% |
| 30 Jun, 16 | 83.78% | 1.19% |
| 31 Mar, 16 | 83.80% | 1.21% |
| 31 Dec, 15 | 83.10% | 1.33% |
| 30 Sep, 15 | 78.92% | 1.36% |
| 30 Jun, 15 | 76.27% | 1.53% |
| 31 Mar, 15 | 70.64% | 0.89% |
| 31 Dec, 14 | 88.88% | 3.21% |
| 30 Sep, 14 | 52.65% | 7.50% |
| 30 Jun, 14 | 26.50% | - |
As of 30 Jun 24, Moelis & Company is held by 100.46% institutional shareholders, representing a 0.96% growth compared to 31 Mar 24.
Institutional Increased Positions Trend
| Date | Increased Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 148 | -1.33% |
| 31 Mar, 24 | 150 | 7.14% |
| 31 Dec, 23 | 140 | 11.11% |
| 30 Sep, 23 | 126 | -16.00% |
| 30 Jun, 23 | 150 | 20.00% |
| 31 Mar, 23 | 125 | -11.35% |
| 31 Dec, 22 | 141 | -4.73% |
| 30 Sep, 22 | 148 | 8.82% |
| 30 Jun, 22 | 136 | -9.93% |
| 31 Mar, 22 | 151 | -14.69% |
| 31 Dec, 21 | 177 | 15.69% |
| 30 Sep, 21 | 153 | 2.00% |
| 30 Jun, 21 | 150 | 10.29% |
| 31 Mar, 21 | 136 | 3.03% |
| 31 Dec, 20 | 132 | 40.43% |
| 30 Sep, 20 | 94 | -22.31% |
| 30 Jun, 20 | 121 | 18.63% |
| 31 Mar, 20 | 102 | 14.61% |
| 31 Dec, 19 | 89 | -14.42% |
| 30 Sep, 19 | 104 | -11.86% |
| 30 Jun, 19 | 118 | - |
| 31 Mar, 19 | 118 | -13.87% |
| 31 Dec, 18 | 137 | 9.60% |
| 30 Sep, 18 | 125 | 17.92% |
| 30 Jun, 18 | 106 | -7.02% |
| 31 Mar, 18 | 114 | 6.54% |
| 31 Dec, 17 | 107 | -13.01% |
| 30 Sep, 17 | 123 | 48.19% |
| 30 Jun, 17 | 83 | -10.75% |
| 31 Mar, 17 | 93 | 30.99% |
| 31 Dec, 16 | 71 | 24.56% |
| 30 Sep, 16 | 57 | 1.79% |
| 30 Jun, 16 | 56 | -11.11% |
| 31 Mar, 16 | 63 | 43.18% |
| 31 Dec, 15 | 44 | - |
| 30 Sep, 15 | 44 | -30.16% |
| 30 Jun, 15 | 63 | 26.00% |
| 31 Mar, 15 | 50 | -35.90% |
| 31 Dec, 14 | 78 | 122.86% |
| 30 Sep, 14 | 35 | -42.62% |
| 30 Jun, 14 | 61 | - |
148 institutional shareholders have increased their position in MC stock as of 30 Jun 24 compared to 150 in the previous quarter (a -1.33% decrease).
Institutional Reduced Positions Trend
| Date | Reduced Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 90 | -20.35% |
| 31 Mar, 24 | 113 | 5.61% |
| 31 Dec, 23 | 107 | -1.83% |
| 30 Sep, 23 | 109 | 47.30% |
| 30 Jun, 23 | 74 | -10.84% |
| 31 Mar, 23 | 83 | 9.21% |
| 31 Dec, 22 | 76 | 10.14% |
| 30 Sep, 22 | 69 | -18.82% |
| 30 Jun, 22 | 85 | -11.46% |
| 31 Mar, 22 | 96 | -3.03% |
| 31 Dec, 21 | 99 | 15.12% |
| 30 Sep, 21 | 86 | 21.13% |
| 30 Jun, 21 | 71 | -21.11% |
| 31 Mar, 21 | 90 | 32.35% |
| 31 Dec, 20 | 68 | 9.68% |
| 30 Sep, 20 | 62 | 47.62% |
| 30 Jun, 20 | 42 | -14.29% |
| 31 Mar, 20 | 49 | -25.76% |
| 31 Dec, 19 | 66 | 8.20% |
| 30 Sep, 19 | 61 | 15.09% |
| 30 Jun, 19 | 53 | -22.06% |
| 31 Mar, 19 | 68 | 9.68% |
| 31 Dec, 18 | 62 | -3.13% |
| 30 Sep, 18 | 64 | -1.54% |
| 30 Jun, 18 | 65 | 14.04% |
| 31 Mar, 18 | 57 | 7.55% |
| 31 Dec, 17 | 53 | 60.61% |
| 30 Sep, 17 | 33 | -26.67% |
| 30 Jun, 17 | 45 | 80.00% |
| 31 Mar, 17 | 25 | -3.85% |
| 31 Dec, 16 | 26 | -7.14% |
| 30 Sep, 16 | 28 | -3.45% |
| 30 Jun, 16 | 29 | 26.09% |
| 31 Mar, 16 | 23 | -17.86% |
| 31 Dec, 15 | 28 | 3.70% |
| 30 Sep, 15 | 27 | 125.00% |
| 30 Jun, 15 | 12 | -53.85% |
| 31 Mar, 15 | 26 | 116.67% |
| 31 Dec, 14 | 12 | -25.00% |
| 30 Sep, 14 | 16 | - |
| 30 Jun, 14 | - | - |
90 institutional shareholders have reduced their position in MC stock as of 30 Jun 24 compared to 113 in the previous quarter (a -20.35% decrease).
All Institutional Ownership Trend Data
| Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 30 Jun, 24 | 292 | -6.41% | 72,478,695 | 0.76% | 100.46% | 0.96% | 148 | -1.33% | 90 | -20.35% |
| 31 Mar, 24 | 312 | 8.33% | 71,929,280 | -0.51% | 102.42% | 0.92% | 150 | 7.14% | 113 | 5.61% |
| 31 Dec, 23 | 288 | 4.35% | 72,299,274 | -0.51% | 105.54% | 0.94% | 140 | 11.11% | 107 | -1.83% |
| 30 Sep, 23 | 276 | 4.55% | 72,671,102 | -3.57% | 105.70% | 0.87% | 126 | -16.00% | 109 | 47.30% |
| 30 Jun, 23 | 264 | 6.02% | 75,362,760 | 14.54% | 110.01% | 1.14% | 150 | 20.00% | 74 | -10.84% |
| 31 Mar, 23 | 249 | 1.63% | 65,797,704 | 3.31% | 98.19% | 1.05% | 125 | -11.35% | 83 | 9.21% |
| 31 Dec, 22 | 245 | -1.61% | 63,692,288 | 1.74% | 96.85% | 1.20% | 141 | -4.73% | 76 | 10.14% |
| 30 Sep, 22 | 249 | -4.23% | 62,605,918 | 1.66% | 89.66% | 1.15% | 148 | 8.82% | 69 | -18.82% |
| 30 Jun, 22 | 260 | -8.13% | 61,581,575 | 4.35% | 88.21% | 1.24% | 136 | -9.93% | 85 | -11.46% |
| 31 Mar, 22 | 283 | -11.01% | 59,016,507 | 1.95% | 84.31% | 1.00% | 151 | -14.69% | 96 | -3.03% |
| 31 Dec, 21 | 318 | 7.80% | 57,887,576 | 3.05% | 91.70% | 1.15% | 177 | 15.69% | 99 | 15.12% |
| 30 Sep, 21 | 295 | 6.50% | 56,176,144 | -0.38% | 89.13% | 1.12% | 153 | 2.00% | 86 | 21.13% |
| 30 Jun, 21 | 277 | 5.73% | 56,388,172 | -1.72% | 89.29% | 1.01% | 150 | 10.29% | 71 | -21.11% |
| 31 Mar, 21 | 262 | 11.49% | 57,373,806 | 2.44% | 94.16% | 1.05% | 136 | 3.03% | 90 | 32.35% |
| 31 Dec, 20 | 235 | 23.04% | 56,006,126 | -1.47% | 94.67% | 0.95% | 132 | 40.43% | 68 | 9.68% |
| 30 Sep, 20 | 191 | 1.60% | 56,839,354 | -3.27% | 100.06% | 0.88% | 94 | -22.31% | 62 | 47.62% |
| 30 Jun, 20 | 188 | 4.44% | 58,761,858 | 11.02% | 106.35% | 1.05% | 121 | 18.63% | 42 | -14.29% |
| 31 Mar, 20 | 180 | -4.76% | 52,926,692 | 14.83% | 100.49% | 1.26% | 102 | 14.61% | 49 | -25.76% |
| 31 Dec, 19 | 189 | -5.03% | 46,091,557 | 2.53% | 89.24% | 1.15% | 89 | -14.42% | 66 | 8.20% |
| 30 Sep, 19 | 199 | - | 44,955,086 | -0.61% | 88.01% | 1.08% | 104 | -11.86% | 61 | 15.09% |
| 30 Jun, 19 | 199 | -9.95% | 45,228,785 | 0.27% | 90.26% | 1.04% | 118 | - | 53 | -22.06% |
| 31 Mar, 19 | 221 | -1.34% | 45,107,029 | 6.27% | 93.37% | 1.18% | 118 | -13.87% | 68 | 9.68% |
| 31 Dec, 18 | 224 | 1.36% | 42,445,633 | -1.57% | 89.12% | 0.98% | 137 | 9.60% | 62 | -3.13% |
| 30 Sep, 18 | 221 | 5.24% | 43,121,648 | 9.26% | 95.39% | 1.07% | 125 | 17.92% | 64 | -1.54% |
| 30 Jun, 18 | 210 | 3.45% | 39,466,042 | 5.50% | 94.53% | 0.88% | 106 | -7.02% | 65 | 14.04% |
| 31 Mar, 18 | 203 | 8.56% | 37,407,264 | 23.49% | 103.42% | 1.06% | 114 | 6.54% | 57 | 7.55% |
| 31 Dec, 17 | 187 | 5.06% | 30,291,979 | -0.09% | 99.00% | 1.14% | 107 | -13.01% | 53 | 60.61% |
| 30 Sep, 17 | 178 | 19.46% | 30,320,054 | 21.04% | 93.28% | 1.18% | 123 | 48.19% | 33 | -26.67% |
| 30 Jun, 17 | 149 | 12.88% | 25,050,014 | 1.13% | 88.94% | 0.99% | 83 | -10.75% | 45 | 80.00% |
| 31 Mar, 17 | 132 | 20.00% | 24,770,776 | 41.81% | 94.69% | 1.36% | 93 | 30.99% | 25 | -3.85% |
| 31 Dec, 16 | 110 | 12.24% | 17,467,240 | 0.98% | 83.44% | 1.22% | 71 | 24.56% | 26 | -7.14% |
| 30 Sep, 16 | 98 | 2.08% | 17,298,547 | -0.46% | 82.66% | 1.18% | 57 | 1.79% | 28 | -3.45% |
| 30 Jun, 16 | 96 | 1.05% | 17,379,271 | 1.78% | 83.78% | 1.19% | 56 | -11.11% | 29 | 26.09% |
| 31 Mar, 16 | 95 | 7.95% | 17,076,096 | 2.63% | 83.80% | 1.21% | 63 | 43.18% | 23 | -17.86% |
| 31 Dec, 15 | 88 | 2.33% | 16,638,576 | 4.45% | 83.10% | 1.33% | 44 | - | 28 | 3.70% |
| 30 Sep, 15 | 86 | 1.18% | 15,929,939 | 4.54% | 78.92% | 1.36% | 44 | -30.16% | 27 | 125.00% |
| 30 Jun, 15 | 85 | -8.60% | 15,237,765 | 9.33% | 76.27% | 1.53% | 63 | 26.00% | 12 | -53.85% |
| 31 Mar, 15 | 93 | -6.06% | 13,937,665 | -1.44% | 70.64% | 0.89% | 50 | -35.90% | 26 | 116.67% |
| 31 Dec, 14 | 99 | 67.80% | 14,141,736 | 75.97% | 88.88% | 3.21% | 78 | 122.86% | 12 | -25.00% |
| 30 Sep, 14 | 59 | -3.28% | 8,036,234 | -0.64% | 52.65% | 7.50% | 35 | -42.62% | 16 | - |
| 30 Jun, 14 | 61 | - | 8,088,388 | - | 26.50% | - | 61 | - | - | - |
Moelis & Company Insider Shareholders Trades
Open Market Insider Trades
Open Market Insider Buys
| Date | Name | Relation | Role | Transaction | Buy/Sell | Shares | Price | Value | Shares Held | Source |
|---|
Insider Sells
All Insider Owners Trades
The last insider sell of Moelis & Company's stock was made by Shropshire Kenneth on Aug 02 2024, selling 495 shares at $69.29 per share (valued at $34.30K).
Moelis & Company Insider Ownership Trends
All Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q3 2024 | 10 | 11 | 90.91% |
| Q2 2024 | 38 | 5 | 760.00% |
| Q1 2024 | 59 | 71 | 83.10% |
| Q4 2023 | 48 | 13 | 369.23% |
| Q3 2023 | 48 | 6 | 800.00% |
| Q2 2023 | 54 | 3 | 1800.00% |
| Q1 2023 | 68 | 67 | 101.49% |
| Q4 2022 | 47 | 11 | 427.27% |
| Q3 2022 | 54 | 3 | 1800.00% |
| Q2 2022 | 42 | 5 | 840.00% |
| Q1 2022 | 52 | 58 | 89.66% |
| Q4 2021 | 74 | 31 | 238.71% |
| Q3 2021 | 59 | 6 | 983.33% |
| Q2 2021 | 54 | 15 | 360.00% |
| Q1 2021 | 69 | 81 | 85.19% |
| Q4 2020 | 121 | 32 | 378.13% |
| Q3 2020 | 65 | 13 | 500.00% |
| Q2 2020 | 57 | 17 | 335.29% |
| Q1 2020 | 80 | 64 | 125.00% |
| Q4 2019 | 69 | 24 | 287.50% |
10 total buy trades, and 11 total sell trades (buy/sell ratio of 0.91%) were made by Moelis & Company's insiders, as of Q3 2024.
Open Market Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q3 2024 | - | 6 | - |
| Q2 2024 | - | 3 | - |
| Q1 2024 | - | 25 | - |
| Q4 2023 | - | 3 | - |
| Q3 2023 | - | 3 | - |
| Q2 2023 | - | - | - |
| Q1 2023 | - | 19 | - |
| Q4 2022 | - | 6 | - |
| Q3 2022 | - | - | - |
| Q2 2022 | 2 | 3 | 66.67% |
| Q1 2022 | - | 7 | - |
| Q4 2021 | - | 1 | - |
| Q3 2021 | - | - | - |
| Q2 2021 | - | 8 | - |
| Q1 2021 | - | 24 | - |
| Q4 2020 | - | 10 | - |
| Q3 2020 | - | 4 | - |
| Q2 2020 | - | 8 | - |
| Q1 2020 | - | 13 | - |
| Q4 2019 | - | 5 | - |
As of Q3 2024, Insider owners conducted 0 open market buy trades and 6 open market sell trades of Moelis & Company's stocks.
MC Ownership FAQ
Who Owns Moelis & Company?
Moelis & Company is owned by institutional shareholders (100.46%), insiders (0.39%), and public (-0.85%). The largest institutional shareholder of Moelis & Company is VANGUARD GROUP INC (11.30% of total shares) and the top mutual fund owner is LORD ABBETT MID CAP STOCK FUND INC (1.42% of total shares).
Who are the major institutional shareholders of Moelis & Company?
Moelis & Company's major institutional shareholders are VANGUARD GROUP INC, BLACKROCK INC., KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC, LONDON CO OF VIRGINIA, and WASATCH ADVISORS LP. The top five shareholders own together 42.55% of the company's share outstanding.
How many Moelis & Company shareholders are there?
As of Jun 2024, there are 292 institutional shareholders of Moelis & Company.
What percentage of Moelis & Company is owned by VANGUARD GROUP INC?
VANGUARD GROUP INC owns 8.15M shares of Moelis & Company, representing 11.30% of the company's total shares outstanding, valued at $463.63M (as of Jun 2024).
What percentage of Moelis & Company is owned by BLACKROCK INC?
As of Jun 2024, BLACKROCK INC holds 8.15M shares of Moelis & Company (MC), compromising 11.30% of the company, valued at $463.39M.
What percentage of Moelis & Company is owned by KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC?
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC is the third largest holder of Moelis & Company. The company owns 7.19M of the company's shares outstanding (worth $408.84M).