ETF Holdings Breakdown of MC

Stock Name	Moelis & Co
Ticker	MC(USD) NYSE
TYPE	Common Stock
Country	USA
ISIN	US60786M1053
LEI	549300891QNU7VTQUR83

News associated with MC

Moelis & Company (NYSE:MC) Stock Rating Upgraded by Morgan Stanley: Moelis & Company (NYSE:MC – Get Free Report) was upgraded by research analysts at Morgan Stanley from an “underweight” rating to an “overweight” rating in a report released on Monday, MarketBeat Ratings reports. The firm currently has a $68.00 price objective on the asset manager’s stock, up from their prior price objective of $42.00. Morgan […] - 2025-06-25 05:58:53
Yousif Capital Management LLC Has $1.56 Million Stock Holdings in Moelis & Company (NYSE:MC): Yousif Capital Management LLC trimmed its holdings in shares of Moelis & Company (NYSE:MC – Free Report) by 2.0% in the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 26,735 shares of the asset manager’s stock after selling 554 shares during the […] - 2025-06-17 08:08:49
Assenagon Asset Management S.A. Has $4.66 Million Position in Moelis & Company (NYSE:MC): Assenagon Asset Management S.A. reduced its stake in shares of Moelis & Company (NYSE:MC – Free Report) by 89.6% in the 1st quarter, HoldingsChannel.com reports. The fund owned 79,764 shares of the asset manager’s stock after selling 689,181 shares during the quarter. Assenagon Asset Management S.A.’s holdings in Moelis & Company were worth $4,655,000 at […] - 2025-06-16 08:06:57
Moelis & Company (NYSE:MC) Receives Consensus Recommendation of “Reduce” from Analysts: Moelis & Company (NYSE:MC – Get Free Report) has earned a consensus rating of “Reduce” from the seven analysts that are covering the stock, MarketBeat Ratings reports. Two research analysts have rated the stock with a sell rating, four have assigned a hold rating and one has issued a buy rating on the company. The […] - 2025-06-12 08:50:51
NBC Securities Inc. Purchases Shares of 1,026 Moelis & Company (NYSE:MC): NBC Securities Inc. purchased a new stake in Moelis & Company (NYSE:MC – Free Report) in the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm purchased 1,026 shares of the asset manager’s stock, valued at approximately $59,000. Other large investors have also recently bought and […] - 2025-06-12 08:10:56
Rhumbline Advisers Sells 2,544 Shares of Moelis & Company (NYSE:MC): Rhumbline Advisers lessened its holdings in shares of Moelis & Company (NYSE:MC – Free Report) by 1.3% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 193,270 shares of the asset manager’s stock after selling 2,544 shares during the period. Rhumbline Advisers’ holdings […] - 2025-06-10 08:30:51
Vident Advisory LLC Has $229,000 Stock Position in Moelis & Company (NYSE:MC): Vident Advisory LLC reduced its position in Moelis & Company (NYSE:MC – Free Report) by 5.8% in the 4th quarter, according to its most recent filing with the SEC. The fund owned 3,099 shares of the asset manager’s stock after selling 191 shares during the period. Vident Advisory LLC’s holdings in Moelis & Company were […] - 2025-05-30 08:40:57
Two Sigma Advisers LP Has $2.93 Million Stake in Moelis & Company (NYSE:MC): Two Sigma Advisers LP raised its position in Moelis & Company (NYSE:MC – Free Report) by 63.6% during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 39,600 shares of the asset manager’s stock after buying an additional 15,400 shares during the […] - 2025-05-28 09:38:48
Cetera Investment Advisers Raises Holdings in Moelis & Company (NYSE:MC): Cetera Investment Advisers boosted its stake in shares of Moelis & Company (NYSE:MC – Free Report) by 9.5% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 6,290 shares of the asset manager’s stock after acquiring an additional 546 shares during the quarter. Cetera […] - 2025-05-28 07:34:58
Nuveen Asset Management LLC Sells 1,107 Shares of Moelis & Company (NYSE:MC): Nuveen Asset Management LLC reduced its stake in shares of Moelis & Company (NYSE:MC – Free Report) by 0.6% during the 4th quarter, HoldingsChannel.com reports. The institutional investor owned 177,507 shares of the asset manager’s stock after selling 1,107 shares during the period. Nuveen Asset Management LLC’s holdings in Moelis & Company were worth $13,114,000 […] - 2025-05-27 08:01:06
Millennium Management LLC Sells 125,630 Shares of Moelis & Company (NYSE:MC): Millennium Management LLC decreased its holdings in Moelis & Company (NYSE:MC – Free Report) by 52.6% in the fourth quarter, HoldingsChannel.com reports. The fund owned 113,187 shares of the asset manager’s stock after selling 125,630 shares during the period. Millennium Management LLC’s holdings in Moelis & Company were worth $8,362,000 at the end of the […] - 2025-05-26 07:42:54
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. Purchases 1,584 Shares of Moelis & Company (NYSE:MC): MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. boosted its holdings in Moelis & Company (NYSE:MC – Free Report) by 4.1% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 40,241 shares of the asset manager’s stock after purchasing an additional 1,584 shares during the quarter. […] - 2025-05-21 08:39:07
Mercer Global Advisors Inc. ADV Takes Position in Moelis & Company (NYSE:MC): Mercer Global Advisors Inc. ADV acquired a new stake in shares of Moelis & Company (NYSE:MC – Free Report) during the fourth quarter, Holdings Channel reports. The fund acquired 4,530 shares of the asset manager’s stock, valued at approximately $335,000. Other institutional investors and hedge funds have also recently modified their holdings of the company. […] - 2025-05-15 08:17:01
Moelis & Company (NYSE:MC) Shares Gap Down on Analyst Downgrade: Moelis & Company (NYSE:MC – Get Free Report) shares gapped down before the market opened on Thursday after JPMorgan Chase & Co. lowered their price target on the stock from $55.00 to $52.00. The stock had previously closed at $52.15, but opened at $50.37. JPMorgan Chase & Co. currently has a neutral rating on the […] - 2025-04-25 05:54:45
First Week of MC June 20th Options Trading: Investors in Moelis & Company Class A (Symbol: MC) saw new options begin trading this week, for the June 20th expiration. At Stock Options Channel, our YieldBoost formula has looked up and down the MC options chain for the new June 20th contracts and identified one put and - 2025-04-22 15:20:16
Moelis & Company (NYSE:MC) Stock Holdings Decreased by ExodusPoint Capital Management LP: ExodusPoint Capital Management LP decreased its stake in shares of Moelis & Company (NYSE:MC – Free Report) by 93.4% during the 4th quarter, HoldingsChannel.com reports. The firm owned 5,696 shares of the asset manager’s stock after selling 80,756 shares during the quarter. ExodusPoint Capital Management LP’s holdings in Moelis & Company were worth $421,000 as […] - 2025-04-13 09:36:44
Commonwealth Equity Services LLC Makes New $210,000 Investment in Moelis & Company (NYSE:MC): Commonwealth Equity Services LLC purchased a new stake in shares of Moelis & Company (NYSE:MC – Free Report) during the 4th quarter, HoldingsChannel.com reports. The institutional investor purchased 2,837 shares of the asset manager’s stock, valued at approximately $210,000. A number of other hedge funds have also modified their holdings of the stock. R Squared […] - 2025-04-10 07:26:58
Moelis & Company (NYSE:MC) Price Target Lowered to $55.00 at Wells Fargo & Company: Moelis & Company (NYSE:MC – Free Report) had its price target trimmed by Wells Fargo & Company from $63.00 to $55.00 in a research report sent to investors on Tuesday,Benzinga reports. The brokerage currently has an equal weight rating on the asset manager’s stock. MC has been the subject of a number of other reports. […] - 2025-04-09 07:46:55
Morgan Stanley Cuts Moelis & Company (NYSE:MC) Price Target to $42.00: Moelis & Company (NYSE:MC – Get Free Report) had its price target reduced by analysts at Morgan Stanley from $70.00 to $42.00 in a report released on Monday,Benzinga reports. The firm presently has an “underweight” rating on the asset manager’s stock. Morgan Stanley’s target price suggests a potential downside of 13.91% from the stock’s previous […] - 2025-04-09 06:13:01
O Shaughnessy Asset Management LLC Purchases 1,278 Shares of Moelis & Company (NYSE:MC): O Shaughnessy Asset Management LLC lifted its position in shares of Moelis & Company (NYSE:MC – Free Report) by 7.8% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 17,702 shares of the asset manager’s stock after purchasing an additional 1,278 shares during the […] - 2025-04-07 08:16:52
JPMorgan Chase & Co. Lowers Stock Holdings in Moelis & Company (NYSE:MC): JPMorgan Chase & Co. reduced its position in Moelis & Company (NYSE:MC – Free Report) by 4.4% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 1,152,899 shares of the asset manager’s stock after selling 53,219 shares during the quarter. JPMorgan Chase & Co. owned […] - 2025-04-04 08:23:15
Moelis & Company (NYSE:MC) Given Average Recommendation of “Reduce” by Analysts: Moelis & Company (NYSE:MC – Get Free Report) has been assigned a consensus recommendation of “Reduce” from the seven research firms that are presently covering the company, Marketbeat.com reports. Two research analysts have rated the stock with a sell recommendation, four have assigned a hold recommendation and one has issued a buy recommendation on the […] - 2025-04-03 07:54:51
Prudential Financial Inc. Cuts Stake in Moelis & Company (NYSE:MC): Prudential Financial Inc. cut its holdings in shares of Moelis & Company (NYSE:MC – Free Report) by 3.4% during the 4th quarter, HoldingsChannel reports. The fund owned 71,687 shares of the asset manager’s stock after selling 2,554 shares during the quarter. Prudential Financial Inc.’s holdings in Moelis & Company were worth $5,296,000 at the end […] - 2025-04-01 09:37:11
Corebridge Financial Inc. Has $2.78 Million Holdings in Moelis & Company (NYSE:MC): Corebridge Financial Inc. lessened its position in shares of Moelis & Company (NYSE:MC – Free Report) by 7.2% in the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 37,626 shares of the asset manager’s stock after selling 2,929 shares during the period. Corebridge […] - 2025-04-01 09:03:04
Thrivent Financial for Lutherans Trims Stake in Moelis & Company (NYSE:MC): Thrivent Financial for Lutherans trimmed its position in Moelis & Company (NYSE:MC – Free Report) by 1.3% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 54,560 shares of the asset manager’s stock after selling 696 shares during the quarter. Thrivent Financial for Lutherans […] - 2025-03-26 08:12:59
FEZ, SAP, MC, ALV: ETF Inflow Alert: Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel, one standout is the SPDR EURO STOXX 50 ETF (Symbol: FEZ) where we have detected an approximate $301.6 million dollar inflow -- that's a 6.8% increase week over week in o - 2025-03-20 15:37:03
Moelis & Company (NYSE:MC) Shares Acquired by Zurcher Kantonalbank Zurich Cantonalbank: Zurcher Kantonalbank Zurich Cantonalbank lifted its stake in shares of Moelis & Company (NYSE:MC – Free Report) by 22.1% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 18,927 shares of the asset manager’s stock after acquiring an additional 3,432 shares during the quarter. […] - 2025-03-19 09:36:54
PNC Financial Services Group Inc. Lowers Stock Position in Moelis & Company (NYSE:MC): PNC Financial Services Group Inc. lowered its position in Moelis & Company (NYSE:MC – Free Report) by 21.8% in the 4th quarter, HoldingsChannel.com reports. The firm owned 14,244 shares of the asset manager’s stock after selling 3,978 shares during the period. PNC Financial Services Group Inc.’s holdings in Moelis & Company were worth $1,052,000 as […] - 2025-03-17 07:55:07
The Goldman Sachs Group Cuts Moelis & Company (NYSE:MC) Price Target to $75.00: Moelis & Company (NYSE:MC – Free Report) had its price objective cut by The Goldman Sachs Group from $86.00 to $75.00 in a report issued on Friday,Benzinga reports. They currently have a neutral rating on the asset manager’s stock. Other research analysts also recently issued reports about the company. StockNews.com downgraded Moelis & Company from […] - 2025-03-17 05:58:47
FEZ, SAP, MC, ALV: ETF Inflow Alert: Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel, one standout is the SPDR EURO STOXX 50 ETF (Symbol: FEZ) where we have detected an approximate $281.7 million dollar inflow -- that's a 7.1% increase week over week in o - 2025-03-12 14:50:55

MC institutional holdings

The following institutional investment holdings of MC have been identified

Date	ETF ISIN/Name	Num Shares	Book value
2025-06-26	IE00BF4RFH31 (iShares MSCI World Small Cap UCITS ETF USD (Acc))	28,019	USD 1,764,917
2025-06-26	IE00B3VWM098 (iShares VII PLC - iShares MSCI USA Small Cap ESG Enhanced ETF USD Acc)	5,967	USD 375,861
2024-12-10	IE00BD45YS76 (iShares Core MSCI World UCITS ETF GBP Hedged (Dist))	366,004 0.3%	EUR 244,522,222 -3.1%
2024-12-10	IE00BKBF6H24 (iShares Core MSCI World UCITS ETF)	366,004 0.3%	EUR 244,522,222 -3.1%
2024-12-10	IE000OHHIBC6 (iShares Core MSCI World UCITS ETF USD (Dist))	366,004 0.3%	EUR 244,522,222 -3.1%
2024-12-10	IE00019GPKX6 (iShares MSCI ACWI UCITS ETF SGD Hedged (Acc))	60,208 0.2%	EUR 40,224,134 -3.3%
2024-12-10	IE00B1YZSC51 (iShares Core MSCI Europe UCITS ETF EUR (Dist))	226,470	EUR 144,034,920 -2.6%
2024-12-10	IE00BL4KKW48 (iShares Core MSCI Europe UCITS ETF MXN Hedged (Acc))	226,470	EUR 144,034,920 -2.6%
2024-12-10	IE00B4K48X80 (iShares Core MSCI Europe UCITS ETF EUR (Acc))	210,351	EUR 133,783,236 -2.6%
2024-12-10	IE00B0M62Q58 (iShares MSCI World UCITS ETF USD (Dist))	29,423	EUR 19,657,100 -3.5%
2024-12-10	IE00BHZPJ676 (iShares MSCI Europe ESG Enhanced UCITS ETF EUR Inc GBP)	156,255	EUR 99,378,180 -2.6%
2024-12-10	IE00B53QG562 (iShares VII PLC -iShares Core MSCI EMU UCITS ETF EUR (Acc))	280,743	EUR 178,552,548 -2.6%
2024-12-10	IE00BYXZ2585 (iShares VII plc - iShares Core MSCI EMU UCITS ETF)	280,743	EUR 178,552,548 -2.6%
2024-12-10	IE00BG0J9Y53 (iShares VII PLC -iShares Core MSCI EMU UCITS ETF GBP H Dist)	280,743	EUR 178,552,548 -2.6%
2024-12-10	IE00BKBF6616 (iShares Core MSCI EMU UCITS ETF USD Hedged (Acc))	280,743	EUR 178,552,548 -2.6%
2024-12-10	IE00BL3J3H81 (iShares Core MSCI EMU UCITS ETF MXN Hedged (Acc))	280,743	EUR 178,552,548 -2.6%
2024-12-10	IE00BHZPJ569 (iShares MSCI World ESG Enhanced UCITS ETF USD Acc GBP)	5,642	EUR 3,769,342 -3.5%
2024-12-10	IE00BG11HV38 (iShares MSCI World ESG Enhanced UCITS ETF USD Inc GBP)	5,642	EUR 3,769,342 -3.5%
2024-12-10	IE00B53L3W79 (iShares EURO STOXX 50 UCITS ETF (Acc))	322,262	EUR 204,958,632 -2.6%
2024-12-10	IE00BFNM3K80 (iShares MSCI World ESG Screened UCITS ETF USD (Dist))	18,955 0.7%	EUR 12,663,574 -2.8%
2024-12-10	IE00BFNM3J75 (iShares MSCI World ESG Screened UCITS ETF)	18,955 0.7%	EUR 12,663,574 -2.8%
2024-12-10	IE0008471009 (iShares Core EURO STOXX 50 UCITS ETF EUR (Dist))	284,091	EUR 180,681,876 -2.6%
2024-12-10	IE00BFNM3D14 (iShares MSCI Europe ESG Screened UCITS ETF EUR (Acc) GBP)	96,933 0.1%	EUR 61,649,388 -2.5%
2024-12-10	IE00BFNM3F38 (iShares MSCI Europe ESG Screened UCITS ETF)	96,933 0.1%	EUR 61,649,388 -2.5%
2024-12-10	IE00BHZPHZ28 (iShares MSCI EMU ESG Enhanced UCITS ETF EUR Inc)	144,523	EUR 91,916,628 -2.6%
2024-12-10	IE00BFNM3C07 (iShares MSCI EMU ESG Screened UCITS ETF EUR (Dist))	77,329 -1.1%	EUR 49,181,244 -3.7%
2024-12-10	IE00BFNM3B99 (iShares MSCI EMU ESG Screened UCITS ETF EUR (Acc) GBP)	77,329 -1.1%	EUR 49,181,244 -3.7%
2024-12-10	IE00B14X4N27 (iShares Developed World ex-UK UCITS ETF EUR (Dist))	35,917	EUR 22,843,212 -2.6%
2024-12-10	IE0008470928 (iShares STOXX Europe 50 UCITS ETF EUR (Dist))	28,565 -1.5%	EUR 18,167,340 -4.1%
2024-12-10	IE00BQN1K562 (iShares Edge MSCI Europe Quality Factor UCITS ETF)	21,946	EUR 13,957,656 -2.6%
2024-12-10	IE00BG13YG34 (iShares Edge MSCI Europe Quality Factor UCITS Dist)	21,946	EUR 13,957,656 -2.6%
2024-12-10	IE00B0M62V02 (iShares Euro Total Market Growth Large UCITS ETF EUR (Dist))	34,260	EUR 21,789,360 -2.6%
2024-12-10	IE00B42YS929 (iShares MSCI World GBP Hedged UCITS ETF (Acc))	1,576	EUR 826,488 -3.0%
2024-12-10	IE00BMW42298 (iShares MSCI Europe Consumer Discretionary Sector UCITS ETF GBP)	73,547	EUR 46,775,892 -2.6%
2024-12-10	IE00BWZN1T31 (iShares MSCI EMU USD Hedged UCITS ETF (Acc))	9,859	EUR 6,586,662 -3.5%
2024-12-10	DE000A0H08N1 (iShares STOXX Europe 600 Personal & Household Goods UCITS ETF DE)	51,522	EUR 32,767,992 -2.6%
2024-12-10	IE00BP3QZJ36 (iShares MSCI France UCITS ETF EUR (Acc))	24,307	EUR 15,459,252 -2.6%
2024-12-10	IE00BVDPJP67 (iShares MSCI Europe ex-UK GBP Hedged UCITS ETF (Dist))	5,728	EUR 3,003,884 -3.0%
2024-12-10	IE00BCLWRF22 (iShares MSCI EMU Large Cap UCITS ETF)	7,732	EUR 4,917,552 -2.6%
2024-12-10	IE000D8XC064 (iShares World Equity Enhanced Active UCITS ETF USD (Acc))	17	EUR 11,357 -3.5%
2024-12-10	IE00BJ5JP212 (iShares MSCI World Consumer Discretionary Sector ESG UCITS ETF USD (Dist))	116	EUR 77,498 -3.5%
2024-12-10	IE00000EF730 (iShares Europe Equity Enhanced Active UCITS ETF EUR (Acc))	298	EUR 189,528 -2.6%
2024-12-10	IE000YNE6S57 (iShares MSCI World Climate Transition Aware UCITS ETF USD (Dist))	23	EUR 15,366 -3.5%
2024-12-10	IE0001YGXFO5 (iShares MSCI World Climate Transition Aware UCITS ETF USD (Acc))	23	EUR 15,366 -3.5%
Total =	4,910,866	EUR 3,143,028,967

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