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Get Institutions for : 
Moelis & Co (MC)  
$52.03 0.36 (0.69%) as of 4:30 Tue 5/7


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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  : 
5.05 (10.75%)  




 
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
   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
   TIMUCUAN ASSET MANAGEMENT INC/FL 10 - 2023-12-31 2,977,227 $167,112,000 -73,467
   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
   J P MORGAN CHASE & CO 988 - 2023-12-31 1,147,882 $64,431,000 -326,260
   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
   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
   BANK OF NEW YORK MELLON CORP 1147 - 2024-03-31 726,009 $41,216,000 -28,196
   BAMCO INC /NY/ 175 - 2023-12-31 547,747 $30,745,000 -2,405
   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
   RAYMOND JAMES & ASSOCIATES 765 - 2024-03-31 363,668 $20,645,000 -4,313
   PRINCIPAL FINANCIAL GROUP INC - 2024-03-31 346,907 $19,694,000 -449,849
   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
   RHUMBLINE ADVISERS 997 - 2023-12-31 198,989 $11,169,000 -3,881
   INVESCO LTD 1752 - 2023-12-31 186,923 $10,492,000 -93,847
   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
   Swiss National Bank 1056 - 2023-12-31 131,200 $7,364,000 -15,100
   GRANDEUR PEAK GLOBAL ADVISORS, LLC 44 - 2023-12-31 123,815 $6,950,000 -14,660
   REGIONS FINANCIAL CORP 214 - 2024-03-31 101,772 $5,778,000 -2,746
   ARNHOLD & S BLEICHROEDER ADVISERS LLC 239 - 2023-12-31 97,051 $5,447,000 -8,055
   JENNISON ASSOCIATES LLC - 2024-03-31 93,081 $5,284,000 -157
   MUTUAL OF AMERICA CAPITAL MANAGEMENT CORP - 2024-03-31 79,277 $4,501,000 -17,291
   VICTORY CAPITAL MANAGEMENT INC - 2024-03-31 78,346 $4,448,000 -163,382
   PRUDENTIAL FINANCIAL INC 998 - 2023-12-31 77,951 $4,375,000 -1,699
   PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 734 - 2023-12-31 71,489 $4,013,000 -7,202
   CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 1038 - 2023-12-31 70,300 $3,946,000 -3,316
   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
   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
   COMERICA BANK 969 - 2023-12-31 52,365 $2,939,000 -569
   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
   CORNERSTONE INVESTMENT PARTNERS LLC - 2024-03-31 46,171 $2,621,000 -74
   OPPENHEIMER ASSET MANAGEMENT INC 436 - 2023-12-31 46,363 $2,602,000 -2,597
   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
   ALASKA RETIREMENT MANAGEMENT BOARD 635 - 2024-03-31 40,612 $2,305,000 -380
   HER MAJESTY THE QUEEN IN RIGHT OF THE PROVINCE OF 393 - 2023-12-31 37,500 $2,105,000 -7,954
   AMERICAN INTERNATIONAL GROUP INC 992 - 2023-12-31 36,360 $2,041,000 -301
   Illinois Municipal Retirement Fund 505 - 2023-12-31 36,110 $2,027,000 -3,705
   CHEVY CHASE TRUST HOLDINGS, INC. - 2024-03-31 34,388 $1,952,000 -187
   JANUS HENDERSON GROUP PLC 1278 - 2023-12-31 33,668 $1,890,000 -3,851
   Louisiana State Employees Retirement System 540 - 2024-03-31 33,000 $1,873,000 -400
   Advisor Group Holdings Inc. 1911 - 2023-12-31 33,296 $1,869,000 -883
   Verdence Capital Advisors LLC 155 - 2024-03-31 32,518 $1,846,000 -536
   Hennion & Walsh Asset Management Inc. 279 - 2024-03-31 31,698 $1,799,000 -2,051
   YOUSIF CAPITAL MANAGEMENT LLC 868 - 2024-03-31 30,600 $1,737,000 -3,350
   Quadrature Capital LTD 276 - 2023-12-31 30,813 $1,729,000 -649
   Strata Wealth Advisors LLC 23 - 2024-03-31 30,143 $1,711,000 -21,907
   AMERICAN CENTURY COMPANIES INC 1848 - 2023-12-31 30,067 $1,688,000 -814
   PNC FINANCIAL SERVICES GROUP INC 961 - 2023-12-31 28,321 $1,590,000 -3,554
   Russell Investments Group Ltd. 1718 - 2023-12-31 27,701 $1,555,000 -5,374
   CenterBook Partners LP 189 - 2023-12-31 26,553 $1,490,000 -80,236
   AMG NATIONAL TRUST BANK 221 - 2023-12-31 26,372 $1,480,000 -255
   MILLENNIUM MANAGEMENT LLC 2521 - 2023-12-31 25,673 $1,441,000 -1,513
   CAPTRUST FINANCIAL ADVISORS 1070 - 2023-12-31 25,318 $1,421,000 -2,815
   Maryland State Retirement & Pension System 556 - 2024-03-31 24,022 $1,234,000 -207
   AMALGAMATED BANK 1001 - 2024-03-31 20,838 $1,183,000 -6,395
   ARIZONA STATE RETIREMENT SYSTEM - 2023-12-31 18,611 $1,045,000 -342
   MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. 1514 - 2024-03-31 27,743 $1,041,000 -2,820
   NEW YORK STATE TEACHERS RETIREMENT SYSTEM 1300 - 2024-03-31 18,046 $1,024,000 -2,978
   OREGON PUBLIC EMPLOYEES RETIREMENT FUND 813 - 2024-03-31 17,867 $1,014,000 -1,633
   STATE OF WISCONSIN INVESTMENT BOARD 1431 - 2023-12-31 15,214 $854,000 -5,237
   COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS R 990 - 2023-12-31 14,386 $807,000 -30,121
   ZURCHER KANTONALBANK (ZURICH CANTONALBANK) 1209 - 2024-03-31 13,409 $761,000 -928
   Quantum Private Wealth LLC 79 - 2023-12-31 11,752 $660,000 -13
   Ausbil Investment Management Ltd 50 - 2024-03-31 11,526 $647,000 -2,726
   Resources Investment Advisors Inc. 653 - 2023-12-31 10,437 $586,000 -267
   NAPLES GLOBAL ADVISORS LLC - 2024-03-31 9,846 $559,000 -1,325
   Apollon Wealth Management LLC - 2024-03-31 9,637 $547,000 -299
   PITCAIRN CO 364 - 2023-12-31 9,197 $516,000 -31
   JUNCTURE WEALTH STRATEGIES LLC 81 - 2024-03-31 6,300 $358,000 -5,299
   CREATIVE PLANNING 1993 - 2023-12-31 6,066 $340,000 -165
   Kolinsky Wealth Management LLC 84 - 2023-12-31 6,057 $340,000 -27
   PEAK6 Investments LLC 600 - 2023-12-31 5,683 $319,000 -3,729
   Vestcor Investment Management Corp 831 - 2023-12-31 5,492 $308,000 -1,770
   HERITAGE WEALTH MANAGEMENT LLC 135 - 2024-03-31 4,772 $271,000 -154
   FIXED INCOME SECURITIES INC 1067 - 2023-12-31 4,679 $263,000 -80
   DUALITY ADVISERS LP 520 - 2023-12-31 4,568 $256,000 -24,967
   Integrated Wealth Concepts LLC 1323 - 2023-12-31 4,555 $256,000 -133
   Envestnet Portfolio Solutions Inc. 1378 - 2023-12-31 4,534 $255,000 -162
   Snowden Capital Advisors LLC 981 - 2023-12-31 4,417 $248,000 -266
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2939 - 2024-03-31 4,347 $247,000 -426
   RAYMOND JAMES TRUST CO 1095 - 2024-03-31 4,244 $241,000 -63
   SHELL ASSET MANAGEMENT CO 829 - 2023-12-31 3,852 $216,000 -1,165
   Parallel Advisors LLC 1131 - 2023-12-31 1,680 $94,000 -77
  100 Records found
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