Notable Holders of MOELIS & COMPANY (MC)
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Expand Research on MC
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* Does Not Fully Represent All Holders
| Fund | Title | Shares | % Owned | Source |
|---|---|---|---|---|
| VANGUARD GROUP INC | CL A | 7,759,037 | 54.30% | 13F |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | COM USD0.01 CL'A' | 7,229,918 | 50.60% | 13F |
| WASATCH ADVISORS INC | CL A | 4,262,420 | 29.83% | 13F |
| LONDON CO OF VIRGINIA | CL A | 3,421,642 | 23.95% | 13F |
| TIMUCUAN ASSET MANAGEMENT INC/FL | COM | 3,068,706 | 21.48% | 13F |
| STATE STREET CORP | CL A | 2,856,379 | 19.99% | 13F |
| AMERIPRISE FINANCIAL INC | COM | 2,678,168 | 18.74% | 13F |
| Goldman Sachs Asset Management, L.P. | CMN | 1,876,472 | 13.13% | 13F |
| Heard Capital LLC | CL A | 1,832,335 | 12.82% | 13F |
| GEODE CAPITAL MANAGEMENT LLC | CL A | 1,385,338 | 9.70% | 13F |
| Madison Asset Management, LLC | COM | 1,320,955 | 9.24% | 13F |
| DIMENSIONAL FUND ADVISORS LP | CL A | 1,229,460 | 8.60% | 13F |
| LORD ABBETT & CO LLC | COM | 1,222,175 | 8.55% | 13F |
| Artisan Partners Limited Partnership | CL A | 1,156,852 | 8.10% | 13F |
| HighTower Advisors, LLC | CL A | 1,076,460 | 7.53% | 13F |
| WELLS FARGO & CO/MN | CL A | 940,910 | 6.59% | 13F |
| PRICE T ROWE ASSOCIATES INC /MD/ | COMM STK | 825,722 | 5.78% | 13F |
| NORTHERN TRUST CORP | CL A | 786,698 | 5.51% | 13F |
| SCHWAB CHARLES INVESTMENT MANAGEMENT INC | CL A | 750,305 | 5.25% | 13F |
| Capital World Investors | CL A | 719,000 | 5.03% | 13F |
| BANK OF AMERICA CORP /DE/ | CL A | 687,700 | 4.81% | 13F |
| Bank of New York Mellon CORP | CL A | 651,190 | 4.56% | 13F |
| BlackRock Fund Advisors | CL A | 647,095 | 4.53% | 13F |
| UBS Group AG | CL A | 624,407 | 4.37% | 13F |
| BlackRock Institutional Trust Company, N.A. | CL A | 609,397 | 4.26% | 13F |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | COMMON | 603,115 | 4.22% | 13F |
| BAMCO INC /NY/ | CL A | 596,430 | 4.17% | 13F |
| CRAMER ROSENTHAL MCGLYNN LLC | COM | 561,563 | 3.93% | 13F |
| EMERALD ADVISERS INC/PA | COM | 458,745 | 3.21% | 13F |
| ROYAL BANK OF CANADA \ | CL A | 453,972 | 3.18% | 13F |
| Tributary Capital Management, LLC | COM | 439,803 | 3.08% | 13F |
| RAYMOND JAMES FINANCIAL INC | CL A | 435,801 | 3.05% | 13F |
| RAYMOND JAMES & ASSOCIATES | CL A | 405,066 | 2.83% | 13F |
| EMERALD MUTUAL FUND ADVISERS TRUST | COM | 380,711 | 2.66% | 13F |
| ROYCE & ASSOCIATES LLC | CL A | 370,331 | 2.59% | 13F |
| PRINCIPAL FINANCIAL GROUP INC | CL A | 353,873 | 2.48% | 13F |
| PARAMETRIC PORTFOLIO ASSOCIATES | Common Stock | 344,263 | 2.41% | 13F |
| SEI INVESTMENTS CO | CL A | 333,322 | 2.33% | 13F |
| Newport Capital Group, LLC | CL A | 297,989 | 2.09% | 13F |
| CAPITAL MANAGEMENT CORP /VA | CL A | 274,544 | 1.92% | 13F |
| VICTORY CAPITAL MANAGEMENT INC | COM | 268,010 | 1.88% | 13F |
| JENNISON ASSOCIATES LLC | CL A | 219,847 | 1.54% | 13F |
| FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. | CL A | 211,323 | 1.48% | 13F |
| RHUMBLINE ADVISERS | COM | 198,761 | 1.39% | 13F |
| Invesco Ltd. | CL A | 193,390 | 1.35% | 13F |
| LEGAL & GENERAL GROUP PLC | CL A | 192,101 | 1.34% | 13F |
| Amundi | CL A | 185,054 | 1.30% | 13F |
| DEUTSCHE BANK AG\ | CL A | 176,323 | 1.23% | 13F |
| WINSLOW ASSET MANAGEMENT INC | COM | 173,774 | 1.22% | 13F |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | CL A | 172,628 | 1.21% | 13F |
| Nuveen Asset Management, LLC | CL A | 172,113 | 1.20% | 13F |
| B. Metzler seel. Sohn & Co. AG | CL A | 155,198 | 1.09% | 13F |
| ADIRONDACK RETIREMENT SPECIALISTS, INC. | COM CL A | 147,128 | 1.03% | 13F |
| Swiss National Bank | CL A | 139,300 | 0.97% | 13F |
| Grandeur Peak Global Advisors, LLC | CL A | 138,475 | 0.97% | 13F |
| STIFEL FINANCIAL CORP | CL A | 133,466 | 0.93% | 13F |
| BARCLAYS PLC | COM | 130,959 | 0.92% | 13F |
| ENVESTNET ASSET MANAGEMENT INC | CL A | 124,323 | 0.87% | 13F |
| Fidelity Investments | CL A | 120,780 | 0.85% | 13F |
| NATIXIS ASSET MANAGEMENT ADVISORS, L.P. | COM | 115,555 | 0.81% | 13F |
| TEACHERS ADVISORS INC | CS | 101,497 | 0.71% | 13F |
| First Eagle Investment Management, LLC | CL A | 101,268 | 0.71% | 13F |
| REGIONS FINANCIAL CORP | CL A | 97,720 | 0.68% | 13F |
| ALPS ADVISORS INC | CL A | 92,552 | 0.65% | 13F |
| ALLIANCEBERNSTEIN L.P. | CL A | 88,675 | 0.62% | 13F |
| Southside Capital, LLC | CL A | 88,500 | 0.62% | 13F |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | CL A | 82,283 | 0.58% | 13F |
| TIAA CREF INVESTMENT MANAGEMENT LLC | CS | 81,218 | 0.57% | 13F |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | COM | 78,691 | 0.55% | 13F |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | COMMON STOCK | 78,545 | 0.55% | 13F |
| CenterBook Partners LP | CL A | 77,860 | 0.54% | 13F |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT CORP | CL A | 75,887 | 0.53% | 13F |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | CL A | 75,244 | 0.53% | 13F |
| UBS GLOBAL ASSET MANAGEMENT AMERICAS INC | EQUITY US CM | 75,227 | 0.53% | 13F |
| FEDERATED INVESTORS INC /PA/ | CL A | 72,836 | 0.51% | 13F |
| Schonfeld Strategic Advisors LLC | CL A | 72,467 | 0.51% | 13F |
| PRUDENTIAL FINANCIAL INC | CL A | 70,720 | 0.49% | 13F |
| GREAT WEST LIFE ASSURANCE CO /CAN/ | CL A | 68,943 | 0.48% | 13F |
| BlackRock Investment Management, LLC | CL A | 68,074 | 0.48% | 13F |
| BRINKER CAPITAL INC | CL A | 67,486 | 0.47% | 13F |
| Fisher Asset Management, LLC | COM | 67,116 | 0.47% | 13F |
| Salvus Wealth Management, LLC | CL A | 64,420 | 0.45% | 13F |
| THRIVENT FINANCIAL FOR LUTHERANS | CL A | 63,679 | 0.45% | 13F |
| State of New Jersey Common Pension Fund D | CL A | 63,264 | 0.44% | 13F |
| CREDIT SUISSE AG/ | CL A | 62,359 | 0.44% | 13F |
| CLS Investments, LLC | CL A | 60,965 | 0.43% | 13F |
| TEXAS PERMANENT SCHOOL FUND | CL A | 58,603 | 0.41% | 13F |
| Moran Wealth Management, LLC | CL A | 56,432 | 0.39% | 13F |
| NEW YORK STATE COMMON RETIREMENT FUND | Common Stock | 56,396 | 0.39% | 13F |
| RUSSELL FRANK CO/ | Common Stocks | 55,483 | 0.39% | 13F |
| Holocene Advisors, LP | CL A | 55,159 | 0.39% | 13F |
| SCHRODER INVESTMENT MANAGEMENT GROUP | CL A | 53,813 | 0.38% | 13F |
| OPPENHEIMER ASSET MANAGEMENT INC | CL A | 53,181 | 0.37% | 13F |
| LPL Financial LLC | CL A | 52,997 | 0.37% | 13F |
| Orion Portfolio Solutions, LLC | CL A | 52,956 | 0.37% | 13F |
| FIRST NATIONAL BANK OF OMAHA | CL A | 52,946 | 0.37% | 13F |
| Vestmark Advisory Solutions, Inc. | CL A | 51,757 | 0.36% | 13F |
| NewEdge Wealth, LLC | CL A | 51,757 | 0.36% | 13F |
| PARK CIRCLE Co | CL A | 50,176 | 0.35% | 13F |
| Neuberger Berman Group LLC | Common | 49,849 | 0.35% | 13F |
| Cornerstone Investment Partners, LLC | COM | 49,078 | 0.34% | 13F |
| Her Majesty the Queen in Right of the Province of Alberta as represented by Alberta Investment Management Corp | CL A | 45,454 | 0.32% | 13F |
| CITIGROUP INC | CL A | 44,722 | 0.31% | 13F |
| Alaska Retirement Management Board | CL A | 43,799 | 0.31% | 13F |
| MANUFACTURERES LIFE INSURANCE CO | CL A | 42,973 | 0.30% | 13F |
| Janney Montgomery Scott LLC | Common Stock | 42,341 | 0.30% | 13F |
| EAGLE ROCK INVESTMENT COMPANY, LLC | CL A | 41,441 | 0.29% | 13F |
| Man Group plc | CL A | 40,160 | 0.28% | 13F |
| ExodusPoint Capital Management, LP | CL A | 39,503 | 0.28% | 13F |
| Verdence Capital Advisors LLC | CL A | 39,037 | 0.27% | 13F |
| COMERICA BANK | CL A | 37,534 | 0.26% | 13F |
| YOUSIF CAPITAL MANAGEMENT, LLC | COM | 36,116 | 0.25% | 13F |
| Chevy Chase Trust Holdings, Inc. | CL A | 35,765 | 0.25% | 13F |
| OPPENHEIMER FUNDS INC | CL A | 35,431 | 0.25% | 13F |
| MetLife Investment Advisors, LLC | CL A | 35,269 | 0.25% | 13F |
| Louisiana State Employees Retirement System | CL A | 34,900 | 0.24% | 13F |
| HENDERSON GROUP PLC | CL A | 34,626 | 0.24% | 13F |
| DFPG INVESTMENTS, INC. | CL A | 34,588 | 0.24% | 13F |
| Hennion & Walsh Asset Management, Inc. | CL A | 34,185 | 0.24% | 13F |
| Squarepoint Ops LLC | CL A | 33,543 | 0.23% | 13F |
| PDT Partners, LLC | CL A | 33,331 | 0.23% | 13F |
| JANE STREET GROUP, LLC | CL A | 32,838 | 0.23% | 13F |
| AHL Partners LLP | CL A | 31,539 | 0.22% | 13F |
| Richard P Slaughter Associates Inc | CL A | 31,297 | 0.22% | 13F |
| GABELLI FUNDS LLC | EQUITY | 31,100 | 0.22% | 13F |
| ING INVESTMENT MANAGEMENT LLC | CL A | 31,071 | 0.22% | 13F |
| Glacier Peak Capital LLC | Common Stocks | 30,000 | 0.21% | 13F |
| BNP PARIBAS ARBITRAGE, SA | Equity | 29,479 | 0.21% | 13F |
| PEAK6 Investments, L.P. (CALL) | CL A | 28,900 | 0.20% | 13F |
| AMALGAMATED BANK | COM | 28,767 | 0.20% | 13F |
| CAPTRUST FINANCIAL ADVISORS | Stock | 28,133 | 0.20% | 13F |
| Mirae Asset Global Investments Co., Ltd. | CL A | 27,743 | 0.19% | 13F |
| Kleinwort Benson Investors Dublin Ltd | CL A | 27,375 | 0.19% | 13F |
| AMG National Trust Bank | CL A | 26,602 | 0.19% | 13F |
| Maryland State Retirement & Pension System | CL A | 25,934 | 0.18% | 13F |
| Quadrature Capital Ltd | CL A | 25,848 | 0.18% | 13F |
| B. Metzler seel. Sohn & Co. Holding AG | CL A | 25,792 | 0.18% | 13F |
| Vestcor Investment Management Corp | CL A | 25,674 | 0.18% | 13F |
| Leucadia National | CL A | 24,803 | 0.17% | 13F |
| M&T BANK CORP | CL A | 24,179 | 0.17% | 13F |
| Russell Investments Group, Ltd. | Common Stock | 23,371 | 0.16% | 13F |
| Ensign Peak Advisors, Inc | CL A | 22,150 | 0.16% | 13F |
| State of Tennessee, Treasury Department | COMMON STOCK | 21,715 | 0.15% | 13F |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | COM | 20,700 | 0.14% | 13F |
| FIRST TRUST ADVISORS LP | CL A | 19,983 | 0.14% | 13F |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | COM | 19,300 | 0.14% | 13F |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | CL A | 18,983 | 0.13% | 13F |
| WELD CAPITAL MANAGEMENT LLC | CL A | 18,886 | 0.13% | 13F |
| UBS AG | CL A | 18,602 | 0.13% | 13F |
| Advisor Group, Inc. | CL A | 18,399 | 0.13% | 13F |
| Arizona State Retirement System | CL A | 17,973 | 0.13% | 13F |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | CL A | 17,500 | 0.12% | 13F |
| CAMPBELL NEWMAN ASSET MANAGEMENT INC | COMMON STOCKS | 16,006 | 0.11% | 13F |
| BlackRock Group LTD | CL A | 15,798 | 0.11% | 13F |
| HERITAGE WEALTH MANAGEMENT, LLC | CL A | 15,178 | 0.11% | 13F |
| Airain ltd | Com | 14,944 | 0.10% | 13F |
| Harbor Advisors LLC | CL A | 14,800 | 0.10% | 13F |
| EATON VANCE MANAGEMENT | COMMON STOCK | 14,731 | 0.10% | 13F |
| Psagot Investment House Ltd. | CL A | 13,907 | 0.10% | 13F |
| Capital Impact Advisors, LLC | CL A | 12,898 | 0.09% | 13F |
| BLACKROCK ADVISORS LLC | CL A | 12,629 | 0.09% | 13F |
| FIRST HAWAIIAN BANK | CL A | 12,626 | 0.09% | 13F |
| ROWLAND CARMICHAEL ADVISORS INC /ADV | CL A | 12,460 | 0.09% | 13F |
| Cambridge Investment Research Advisors, Inc. | CO CL A | 12,438 | 0.09% | 13F |
| SkyView Investment Advisors, LLC | COM | 12,038 | 0.08% | 13F |
| TOWNSQUARE CAPITAL LLC | CL A | 11,957 | 0.08% | 13F |
| JUNCTURE WEALTH STRATEGIES, LLC | CL A | 11,799 | 0.08% | 13F |
| Quantum Private Wealth, LLC | CL A | 11,765 | 0.08% | 13F |
| Sciencast Management LP | A | 11,757 | 0.08% | 13F |
| Handelsbanken Fonder AB | COM | 11,751 | 0.08% | 13F |
| WESBANCO BANK INC | COMMON STOCK | 11,596 | 0.08% | 13F |
| KCG Holdings, Inc. | CL A | 11,570 | 0.08% | 13F |
| FRANKLIN RESOURCES INC | CL A | 11,400 | 0.08% | 13F |
| PEAK6 Investments LLC | CL A | 11,382 | 0.08% | 13F |
| NAPLES GLOBAL ADVISORS, LLC | CL A | 11,271 | 0.08% | 13F |
| KB FINANCIAL PARTNERS, LLC | COM | 10,703 | 0.07% | 13F |
| NISA INVESTMENT ADVISORS L L C | COM | 10,693 | 0.07% | 13F |
| Resources Investment Advisors, Inc. | CL A | 10,608 | 0.07% | 13F |
| US BANCORP \DE\ | CL A | 10,479 | 0.07% | 13F |
| BB&T CORP | CL A | 10,459 | 0.07% | 13F |
| ProShare Advisors LLC | CL A | 10,433 | 0.07% | 13F |
| Advisors Asset Management, Inc. | CL A | 10,235 | 0.07% | 13F |
| Curated Wealth Partners LLC | CL A | 9,820 | 0.07% | 13F |
| Zurcher Kantonalbank (Zurich Cantonalbank) | CL A | 9,405 | 0.07% | 13F |
| Steward Partners Investment Advisory, LLC | CL A | 9,149 | 0.06% | 13F |
| PITCAIRN CO | CL A | 9,059 | 0.06% | 13F |
| Amalgamated Financial Corp. | COM | 8,807 | 0.06% | 13F |
| Aperio Group, LLC | CL A | 8,621 | 0.06% | 13F |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | CL A | 8,576 | 0.06% | 13F |
| MERCER GLOBAL ADVISORS INC /ADV | CL A | 8,525 | 0.06% | 13F |
| IndexIQ Advisors LLC | CL A | 8,500 | 0.06% | 13F |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | COM | 7,648 | 0.05% | 13F |
| DGS Capital Management, LLC | Stock | 7,557 | 0.05% | 13F |
| AVIVA PLC | CL A | 7,470 | 0.05% | 13F |
| MML INVESTORS SERVICES, LLC | CL A | 7,464 | 0.05% | 13F |
| PNC FINANCIAL SERVICES GROUP INC | CL A | 7,320 | 0.05% | 13F |
| DRIVE WEALTH MANAGEMENT, LLC | CL A | 7,246 | 0.05% | 13F |
| KEYBANK NATIONAL ASSOCIATION/OH | CL A | 7,238 | 0.05% | 13F |
| Mariner Wealth Advisors, LLC | CL A | 7,222 | 0.05% | 13F |
| ADVISOR PARTNERS II, LLC | CL A | 6,920 | 0.05% | 13F |
| PICTET ASSET MANAGEMENT SA | CL A | 6,893 | 0.05% | 13F |
| PEAK FINANCIAL ADVISORS LLC | CL A | 6,488 | 0.05% | 13F |
| Creative Planning | CL A | 6,231 | 0.04% | 13F |
| Pinnacle Financial Partners, Inc. | CL A | 6,187 | 0.04% | 13F |
| Allianz Asset Management AG | CL A | 6,035 | 0.04% | 13F |
| Kolinsky Wealth Management, LLC | CL A | 6,019 | 0.04% | 13F |
| Walleye Trading LLC (CALL) | CL A | 6,000 | 0.04% | 13F |
| Riverview Capital Advisers, LLC | CL A | 5,980 | 0.04% | 13F |
| PINNACLE FINANCIAL PARTNERS INC | CL A | 5,906 | 0.04% | 13F |
| R&F Capital Advisors LP | CL A | 5,868 | 0.04% | 13F |
| Centiva Capital, LP | CL A | 5,805 | 0.04% | 13F |
| Capital Investment Advisory Services, LLC | CL A | 5,767 | 0.04% | 13F |
| Smith Group Asset Management, LLC | Common Stock - Long | 5,725 | 0.04% | 13F |
| O'ROURKE & COMPANY, Inc | CL A | 5,621 | 0.04% | 13F |
| Summit Investment Advisors, Inc. | COM | 5,521 | 0.04% | 13F |
| Arden Trust Co | COMMON STOCK | 5,426 | 0.04% | 13F |
| MACKENZIE FINANCIAL CORP | CL A | 5,424 | 0.04% | 13F |
| RAYMOND JAMES TRUST CO | COMMON STOCK | 5,377 | 0.04% | 13F |
| SHELL ASSET MANAGEMENT CO | CL A | 5,096 | 0.04% | 13F |
| STATE OF WISCONSIN INVESTMENT BOARD | CL A | 5,059 | 0.04% | 13F |
| BANK OF MONTREAL /CAN/ | CL A | 5,042 | 0.04% | 13F |
| WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | CL A | 4,970 | 0.03% | 13F |
| Raymond James Financial Services Advisors, Inc. | CL A | 4,893 | 0.03% | 13F |
| TWO SIGMA SECURITIES, LLC | CL A | 4,844 | 0.03% | 13F |
| TEACHER RETIREMENT SYSTEM OF TEXAS | CL A | 4,838 | 0.03% | 13F |
| Snowden Capital Advisors LLC | CL A | 4,771 | 0.03% | 13F |
| FOX RUN MANAGEMENT, L.L.C. | CL A | 4,750 | 0.03% | 13F |
| Integrated Wealth Concepts LLC | Common Stock | 4,688 | 0.03% | 13F |
| CIBC Global Asset Management Inc | CL A | 4,588 | 0.03% | 13F |
| UNITED CAPITAL FINANCIAL ADVISERS, LLC | COMMON STOCK | 4,513 | 0.03% | 13F |
| National Asset Management, Inc. | CL A | 4,513 | 0.03% | 13F |
| PICTET ASSET MANAGEMENT LTD | CL A | 4,400 | 0.03% | 13F |
| Red Alder LLC | CL A | 4,272 | 0.03% | 13F |
| Allspring Global Investments Holdings, LLC | CL A | 4,221 | 0.03% | 13F |
| Tower Research Capital LLC | CL A | 3,349 | 0.02% | 13F |
| LADENBURG THALMANN FINANCIAL SERVICES INC | CL A | 3,315 | 0.02% | 13F |
| Equitable Holdings, Inc. | CL A | 3,081 | 0.02% | 13F |
| STRS OHIO | COM | 2,800 | 0.02% | 13F |
| SG Americas Securities, LLC | COM | 2,519 | 0.02% | 13F |
| FIRST MERCANTILE TRUST CO | COM | 2,419 | 0.02% | 13F |
| Covestor Ltd | CLASS A | 2,319 | 0.02% | 13F |
| SHINE INVESTMENT ADVISORY SERVICES INC | CL A | 2,250 | 0.02% | 13F |
| JONES FINANCIAL COMPANIES LLLP | COMMON STOCK | 2,230 | 0.02% | 13F |
| Neo Ivy Capital Management | stock | 2,204 | 0.02% | 13F |
| Parallel Advisors, LLC | Stock | 2,082 | 0.01% | 13F |
| KBC Group NV | CL A | 2,015 | 0.01% | 13F |
| BESSEMER GROUP INC | SC | 1,809 | 0.01% | 13F |
| Union Bankshares Corp | CL A | 1,683 | 0.01% | 13F |
