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Get Institutions for : 
Moelis & Co (MC)  
$50.26 3.73 (6.91%) as of 4:30 Thu 4/25


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 276    1
Total shares held : 
 72,360,637  
% of shares held : 
 98.68%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -17  
Amount of shares held : 
 -108,006  
% of shares held change : 
   -0.15%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $44.06  
Last Quarter's Ending Price : 
 $56.13  
Last Quarter's Average Price : 
 $46.98  
Change from last quarter's     
avg. price to the last closing  : 
3.28 (6.98%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
35
 1,367,408
 1.89%
 
Increased Positions :
89
 1,910,443
 2.64%
 
Unchanged Positions :
45
 1,613,244
 2.23%
 
Decreased Positions :
107
-2,351,511
-3.25%
 
Closed Positions :
34
-1,034,346
-1.43%
 
Guru Positions :
2
75,588
 0.1%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   BLACKROCK INC. 1085 - 2023-12-31 8,002,597 $449,186,000 211,321
   VANGUARD GROUP INC 1049 - 2023-12-31 7,772,642 $436,278,000 -14,841
   KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 38 - 2023-12-31 7,081,890 $397,507,000 -197,319
   LONDON CO OF VIRGINIA 37 - 2023-12-31 3,468,178 $194,669,000 50,106
   WASATCH ADVISORS INC 38 - 2024-03-31 3,417,643 $194,020,000 159,797
   GOLDMAN SACHS GROUP INC/ 440 - 2023-12-31 3,374,385 $189,404,000 334,620
   TIMUCUAN ASSET MANAGEMENT INC/FL 10 - 2023-12-31 2,977,227 $167,112,000 -73,467
   STATE STREET CORP 1055 - 2023-12-31 2,560,694 $143,732,000 61,218
   ALLIANCEBERNSTEIN L.P. 352 - 2023-12-31 2,117,397 $118,849,000 -121,337
   Heard Capital LLC 6 - 2023-12-31 1,858,119 $104,296,000 -5,851
   GEODE CAPITAL MANAGEMENT LLC 1012 - 2023-12-31 1,409,016 $79,097,000 68,860
   MADISON ASSET MANAGEMENT LLC 29 - 2023-12-31 1,399,649 $78,562,000 60,455
   J P MORGAN CHASE & CO 988 - 2023-12-31 1,147,882 $64,431,000 -326,260
   HIGHTOWER ADVISORS, LLC 206 - 2023-12-31 1,135,195 $63,736,000 23,995
   DIMENSIONAL FUND ADVISORS INC 1276 - 2023-12-31 1,123,921 $63,088,000 -75,228
   WESTWOOD HOLDINGS GROUP INC 84 - 2023-12-31 1,122,386 $63,000,000 -178,116
   AMERIPRISE FINANCIAL INC 675 - 2023-12-31 1,108,431 $62,218,000 39,607
   ARTISAN PARTNERS LIMITED PARTNERSHIP 190 - 2023-12-31 1,079,047 $60,567,000 -39,955
   WELLS FARGO & CO/MN 609 - 2023-12-31 1,077,545 $60,483,000 -12,870
   LORD ABBETT & CO LLC 133 - 2023-12-31 1,062,843 $59,657,000 -152,632
   NORTHERN TRUST CORP 984 - 2023-12-31 921,697 $51,735,000 -6,008
   SCHWAB CHARLES INVESTMENT MANAGEMENT INC 1037 - 2023-12-31 814,568 $45,722,000 21,839
   PRINCIPAL FINANCIAL GROUP INC 481 - 2023-12-31 796,756 $44,722,000 3,553
   BANK OF NEW YORK MELLON CORP 1147 - 2023-12-31 754,205 $42,334,000 -180,435
   NORGES BANK 991 *New 2023-12-31 743,268 $41,720,000 743,268
   CAPITAL WORLD INVESTORS 401 - 2023-12-31 719,000 $40,357,000 0
   MORGAN STANLEY 1949 - 2023-12-31 714,263 $40,092,000 123,706
   BAMCO INC /NY/ 175 - 2023-12-31 547,747 $30,745,000 -2,405
   CRAMER ROSENTHAL MCGLYNN LLC 20 - 2023-12-31 522,402 $29,322,000 87,917
   BANK OF AMERICA CORP /DE/ 1534 - 2023-12-31 510,305 $28,643,000 17,710
   ROYAL BANK OF CANADA 966 - 2023-12-31 485,392 $27,245,000 115,086
   EMERALD ADVISERS INC/PA 25 - 2023-12-31 451,043 $25,317,000 -7,259
   TRIBUTARY CAPITAL MANAGEMENT, LLC 6 - 2024-03-31 435,383 $24,717,000 -6,205
   EMERALD MUTUAL FUND ADVISERS TRUST 24 - 2023-12-31 380,711 $21,369,000 0
   RAYMOND JAMES & ASSOCIATES 727 - 2023-12-31 367,981 $20,655,000 -12,042
   VICTORY CAPITAL MANAGEMENT INC 906 - 2023-12-31 241,728 $13,568,000 -16,507
   STIFEL FINANCIAL CORP 676 - 2023-12-31 231,230 $12,979,000 20,193
   CAPITAL MANAGEMENT CORP /VA 13 - 2023-12-31 218,527 $12,266,000 -12,405
   SEI INVESTMENTS CO 811 - 2023-12-31 207,005 $11,619,000 -20,616
   NUVEEN ASSET MANAGEMENT, LLC 1501 - 2023-12-31 205,709 $11,546,000 35,184
   RHUMBLINE ADVISERS 997 - 2023-12-31 198,989 $11,169,000 -3,881
   LEGAL & GENERAL GROUP PLC 1101 - 2023-12-31 191,399 $10,743,000 2,214
   Azora Capital LP 31 *New 2023-12-31 188,858 $10,601,000 188,858
   INVESCO LTD 1752 - 2023-12-31 186,923 $10,492,000 -93,847
   ENVESTNET ASSET MANAGEMENT INC 1433 - 2023-12-31 183,229 $10,285,000 21,534
   ROYCE & ASSOCIATES LLC 308 - 2023-12-31 178,869 $10,040,000 -100,378
   BARCLAYS PLC 1060 - 2023-12-31 176,687 $9,918,000 -117,323
   DEUTSCHE BANK AG 994 - 2023-12-31 176,348 $9,898,000 25
   WINSLOW ASSET MANAGEMENT INC 15 - 2023-12-31 174,963 $9,821,000 2,593
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 377 - 2023-09-30 212,929 $9,609,000 1,606
   NATIXIS ASSET MANAGEMENT ADVISORS LP 613 - 2023-12-31 146,449 $8,219,000 23,426
   Connor Clark & Lunn Investment Management Ltd. 313 - 2023-12-31 146,019 $8,196,000 76,889
   UBS Group AG 1591 - 2023-12-31 143,711 $8,066,000 21,813
   PUBLIC SECTOR PENSION INVESTMENT BOARD 197 - 2023-12-31 138,345 $7,765,000 56,062
   Swiss National Bank 1056 - 2023-12-31 131,200 $7,364,000 -15,100
   FMR LLC 1868 - 2023-12-31 123,932 $6,956,000 2,123
   GRANDEUR PEAK GLOBAL ADVISORS, LLC 44 - 2023-12-31 123,815 $6,950,000 -14,660
   Susquehanna Portfolio Strategies LLC 249 - 2023-12-31 109,275 $6,134,000 0
   HSBC HOLDINGS PLC 895 - 2023-12-31 104,496 $5,906,000 413
   REGIONS FINANCIAL CORP 206 - 2023-12-31 104,518 $5,867,000 -4,328
   ARNHOLD & S BLEICHROEDER ADVISERS LLC 239 - 2023-12-31 97,051 $5,447,000 -8,055
   MUTUAL OF AMERICA CAPITAL MANAGEMENT CORP - 2023-12-31 96,568 $5,420,000 20,413
   JENNISON ASSOCIATES LLC 425 - 2023-12-31 93,238 $5,233,000 -8,313
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 654 *New 2024-03-31 89,173 $5,062,000 89,173
   UBS GLOBAL ASSET MANAGEMENT AMERICAS INC 1258 - 2023-12-31 79,234 $4,447,000 0
   PRUDENTIAL FINANCIAL INC 998 - 2023-12-31 77,951 $4,375,000 -1,699
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 1242 - 2023-12-31 74,759 $4,196,000 63,182
   PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 734 - 2023-12-31 71,489 $4,013,000 -7,202
   JANE STREET GROUP LLC 1688 - 2023-12-31 71,249 $3,999,000 38,411
   CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 1038 - 2023-12-31 70,300 $3,946,000 -3,316
   CREDIT SUISSE/ 1472 - 2023-12-31 68,455 $3,842,000 4,655
   FISHER ASSET MANAGEMENT LLC -- Notable Guru -- 520 - 2023-12-31 67,365 $3,781,000 -5,396
   ADIRONDACK RETIREMENT SPECIALISTS INC. 11 - 2023-09-30 81,120 $3,661,000 -66,008
   B. Metzler seel. Sohn & Co. AG 238 - 2023-12-31 62,357 $3,500,000 -1,660
   Salvus Wealth Management LLC 15 - 2024-03-31 61,653 $3,500,000 -500
   THRIVENT FINANCIAL FOR LUTHERANS 979 - 2023-12-31 59,404 $3,334,000 -1,497
   Squarepoint Ops LLC 814 - 2023-12-31 58,661 $3,293,000 -40,393
   Moran Wealth Management LLC 209 - 2023-12-31 58,423 $3,279,000 1,447
   TEXAS PERMANENT SCHOOL FUND 769 - 2023-12-31 57,581 $3,232,000 1,049
   Blue Zone Wealth Advisors LLC 43 *New 2024-03-31 56,595 $3,213,000 56,595
   RICHARD BERNSTEIN ADVISORS LLC 124 - 2023-12-31 56,761 $3,186,000 32
   NEW YORK STATE COMMON RETIREMENT FUND 1221 - 2023-12-31 56,600 $3,177,000 -1,404
   GREAT WEST LIFE ASSURANCE CO /CAN/ 1005 - 2023-12-31 56,183 $3,150,000 -11,701
   DFPG INVESTMENTS INC. 103 - 2023-12-31 57,004 $3,103,000 2,004
   EVOKE WEALTH LLC 177 *New 2023-12-31 54,859 $3,079,000 54,859
   HRT FINANCIAL LLC 441 - 2023-12-31 54,584 $3,063,000 15,778
   Vestmark Advisory Solutions Inc. 163 - 2023-12-31 54,196 $3,042,000 3,009
   STATE OF NEW JERSEY COMMON PENSION FUND D 1067 - 2023-12-31 52,432 $2,943,000 0
   COMERICA BANK 969 - 2023-12-31 52,365 $2,939,000 -569
   PARK CIRCLE Co 8 - 2023-12-31 50,176 $2,816,000 0
   NewEdge Wealth LLC 237 - 2023-12-31 50,149 $2,815,000 -1,142
   FIRST NATIONAL BANK OF OMAHA 145 - 2023-12-31 48,473 $2,721,000 -1,514
   NEUBERGER BERMAN GROUP LLC 1041 - 2023-12-31 48,191 $2,705,000 -1,422
   OPPENHEIMER ASSET MANAGEMENT INC 436 - 2023-12-31 46,363 $2,602,000 -2,597
   CORNERSTONE INVESTMENT PARTNERS LLC 34 - 2023-12-31 46,245 $2,596,000 1,675
   Orion Portfolio Solutions LLC 514 - 2023-12-31 45,829 $2,571,000 -2,830
   LPL FINANCIAL CORP 2175 - 2023-12-31 45,556 $2,557,000 -8,277
   MANUFACTURERES LIFE INSURANCE CO 1387 - 2023-12-31 44,027 $2,471,000 1,054
   ING INVESTMENT MANAGEMENT LLC 1164 - 2023-12-31 42,068 $2,361,000 226
   CLS INVESTMENT FIRM LLC 414 - 2022-12-31 60,965 $2,339,000 5,203
  100 Records found
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