Invesco Ltd. - MOELIS & CO ownership

MOELIS & CO's ticker is MC and the CUSIP is 60786M105. A total of 242 filers reported holding MOELIS & CO in Q1 2023. The put-call ratio across all filers is 0.76 and the average weighting 0.2%.

Quarter-by-quarter ownership
Invesco Ltd. ownership history of MOELIS & CO
ValueSharesWeighting
Q3 2023$12,671,150
-10.9%
280,770
-10.5%
0.00%
-25.0%
Q2 2023$14,217,581
+49.4%
313,577
+26.6%
0.00%
+33.3%
Q1 2023$9,517,668
+9.9%
247,598
+9.7%
0.00%0.0%
Q4 2022$8,662,565
-12.2%
225,764
-22.7%
0.00%0.0%
Q3 2022$9,871,000
-3.3%
291,956
+12.5%
0.00%0.0%
Q2 2022$10,213,000
-14.0%
259,531
+2.6%
0.00%0.0%
Q1 2022$11,882,000
+2.2%
253,061
+36.0%
0.00%0.0%
Q4 2021$11,629,000
+1.5%
186,029
+0.5%
0.00%0.0%
Q3 2021$11,455,000
-0.4%
185,147
-8.4%
0.00%0.0%
Q2 2021$11,500,000
+24.7%
202,147
+20.3%
0.00%
+50.0%
Q1 2021$9,222,000
+39.5%
168,053
+18.9%
0.00%0.0%
Q4 2020$6,610,000
+50.9%
141,362
+13.4%
0.00%
+100.0%
Q3 2020$4,380,000
+36.6%
124,624
+21.1%
0.00%0.0%
Q2 2020$3,207,000
-47.9%
102,923
-53.0%
0.00%
-66.7%
Q1 2020$6,154,000
+0.5%
219,015
+14.1%
0.00%
+50.0%
Q4 2019$6,125,000
+8.9%
191,892
+12.0%
0.00%
+100.0%
Q3 2019$5,627,000
-16.6%
171,290
-11.3%
0.00%
-50.0%
Q2 2019$6,747,000
+21.8%
193,058
+45.0%
0.00%0.0%
Q1 2019$5,540,000
+40.6%
133,142
+16.2%
0.00%0.0%
Q4 2018$3,939,000
+100.6%
114,579
+219.6%
0.00%
+100.0%
Q3 2018$1,964,000
+131.3%
35,850
+147.6%
0.00%
Q2 2018$849,000
+19.1%
14,477
+3.2%
0.00%
Q1 2018$713,000
+71.0%
14,023
+63.1%
0.00%
Q4 2017$417,000
-60.3%
8,598
-64.8%
0.00%
Q3 2017$1,051,000
+10.9%
24,400
+0.1%
0.00%
Q2 2017$948,000
+204.8%
24,383
+202.0%
0.00%
Q1 2017$311,000
+7675.0%
8,074
+6016.7%
0.00%
Q2 2015$4,0001320.00%
Other shareholders
MOELIS & CO shareholders Q1 2023
NameSharesValueWeighting ↓
Heard Capital LLC 1,863,970$84,120,9666.20%
TIMUCUAN ASSET MANAGEMENT INC/FL 3,050,694$137,677,8035.52%
ADIRONDACK RETIREMENT SPECIALISTS, INC. 81,120$3,660,9462.85%
CAPITAL MANAGEMENT CORP /VA 230,932$10,421,9582.36%
Salvus Wealth Management, LLC 64,388$2,905,8302.30%
PARK CIRCLE Co 50,176$2,264,4432.12%
Tributary Capital Management, LLC 449,138$20,269,6151.92%
WINSLOW ASSET MANAGEMENT INC 172,370$7,7791.80%
CRAMER ROSENTHAL MCGLYNN LLC 434,485$19,608,3081.10%
EMERALD MUTUAL FUND ADVISERS TRUST 380,711$17,181,4871.04%
View complete list of MOELIS & CO shareholders