10 institutions reported holding $2.1M of MOELIS & CO (MC) in SEC 13F filings for 2026-06-30. Largest institutional holders: Hennion & Walsh Asset Management, Inc. ($1.3M), TRUST POINT INC. ($360,665), Central Pacific Bank - Trust Division ($175,980), GAMMA Investing LLC ($97,410), Versant Capital Management, Inc ($89,691). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Hennion & Walsh Asset Management, Inc. | $1.3M | 20,525 | Added |
| 2 | TRUST POINT INC. | $360,665 | 5,513 | Trimmed |
| 3 | Central Pacific Bank - Trust Division | $175,980 | 2,690 | Added |
| 4 | GAMMA Investing LLC | $97,410 | 1,489 | Added |
| 5 | Versant Capital Management, Inc | $89,691 | 1,371 | Added |
| 6 | MassMutual Private Wealth & Trust, FSB | $19,299 | 295 | Trimmed |
| 7 | Cedar Mountain Advisors, LLC | $14,392 | 220 | Hold |
| 8 | Hilltop National Bank | $9,813 | 150 | Hold |
| 9 | Noble Wealth Management PBC | $1,570 | 24 | New |
| 10 | EASTERN BANK | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30