2026-07-29
AI summary pending
View Full Filing (SEC EDGAR)Moelis & Co - Class A
$66.76-1.9%
+$692.9M
Net Activity
+11.00% total shares
Institutions Holding
396
Popularity Rank
#1549
Avg Weight
0.10%
Total Value
$5.5B
Market Cap
$5.3B
396 institutions currently hold MC, with 222 net buyers and 184 net sellers this quarter.
Institutional Moves (Q2 2026)
Neutral
Based on recent trading activity
Net Selling Institutions
184
Net Buying Institutions
222
Top 5 by Value
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Across its top 20 institutional holders, MC's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 6/100, avg. turnover score 31/100).
MC ranks #1549 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.
396 institutions disclose a position in MC, but none treat it as a major bet — even Timucuan Asset Management Inc/fl, its most concentrated holder, allocates just 3.6% of its own portfolio to it.
Jones Financial Companies Lllp has added to its MC position for two straight quarters, increasing it by $110.1M to reach $110.2M today.
Price T Rowe Associates Inc /md/ has trimmed its MC position for two straight quarters, cutting it by $50.2M while still holding $6.5M.
MC is down 1.9% today, but institutions show net buying of $692.9M this quarter — a divergence between today's price move and the underlying institutional flow.
MC closed its latest fiscal year with net income of $259.6M, and currently trades at a P/E of 20.4.
+$800.4M
Total Buy Value
$409.1M
Total Sell Value
222
Net Buyers
184
Net Sellers
MC
Q2 2026
Top 5 Institutional Movers
MC does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.
13F data as of 2026-06-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.
2
Filings (90d)
$466K
Total Est. Value
7K shares
Planned Shares
| Filer | Filing Date | Est. Value |
|---|---|---|
| KENNETH SHROPSHIRE | 2026-08-27 | $130K |
| OSAMU R WATANABE | 2026-08-04 | $336K |
Form 144 is a planned sale notice, not an executed transaction. Form 144 Tracker。
0
Active 5%+ Holders
| Reporting Person | Type | Filing Date | % of Class |
|---|---|---|---|
| Wasatch Advisors LP | 13G/A | 2026-07-16 | 4.4% |
2
Filings (14d)
AI summary pending
View Full Filing (SEC EDGAR)AI summary pending
View Full Filing (SEC EDGAR)60786M105
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Access MC's institutional ownership data programmatically:
REST API
curl https://alphasmo.com/api/v1/market/stock/MCCLI
npx alphasmo stocks get MC