Moelis & Co - Moelis Ord Shs Class A (MC) Institutional Ownership

13F Institutional Holders and Ownership History from Q2 2014 to Q4 2025

Type / Class
Equity / Moelis Ord Shs Class A
Symbol
MC on NYSE
Shares outstanding
74,060,187
Price per share
$68.74
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
76,122,611
Total reported value
$5,426,247,108
% of total 13F portfolios
0.01%
Share change
+68,413
Value change
+$14,612,540
Number of holders
388
Price from insider filings
$68.74
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of Moelis & Co - Moelis Ord Shs Class A (MC) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 9.1% $441,974,902 6,739,477 Kayne Anderson Rudnick Investment Management, LLC 30 Jun 2025

As of 30 Sep 2025, 388 institutional investors reported holding 76,122,611 shares of Moelis & Co - Moelis Ord Shs Class A (MC). This represents 103% of the company’s total 74,060,187 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of Moelis & Co - Moelis Ord Shs Class A (MC) together control 78% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
BlackRock, Inc. 12% 8,820,661 +0.36% 0.01% $629,089,558
VANGUARD GROUP INC 12% 8,732,435 -1.3% 0.01% $622,797,263
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 8.7% 6,457,415 -4.6% 1.1% $460,542,877
WASATCH ADVISORS LP 4.5% 3,304,180 +16% 1.3% $235,654,118
LONDON CO OF VIRGINIA 4.4% 3,265,878 -4.4% 1.3% $232,922,807
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 4.2% 3,127,782 +1.5% 0.04% $223,073,412
STATE STREET CORP 3.9% 2,886,158 +0.83% 0.01% $205,840,789
AMERIPRISE FINANCIAL INC 3.1% 2,271,903 -5.2% 0.04% $162,032,166
GEODE CAPITAL MANAGEMENT, LLC 2.8% 2,084,422 +1.5% 0.01% $148,678,887
GOLDMAN SACHS GROUP INC 2.4% 1,787,107 -6.6% 0.02% $127,456,456
TIMUCUAN ASSET MANAGEMENT INC/FL 1.9% 1,421,715 -0.2% 3% $101,396,686
Madison Asset Management, LLC 1.7% 1,284,261 -0.85% 1% $91,593,507
HighTower Advisors, LLC 1.7% 1,256,324 +18% 0.1% $89,600,970
Bank of New York Mellon Corp 1.7% 1,235,998 +90% 0.02% $88,151,419
DIMENSIONAL FUND ADVISORS LP 1.5% 1,111,459 +6.8% 0.02% $79,272,719
JPMORGAN CHASE & CO 1.3% 962,778 +1.8% 0% $68,665,341
WELLS FARGO & COMPANY/MN 1.2% 924,514 -1.6% 0.01% $65,936,327
NATIXIS ADVISORS, LLC 1.2% 918,876 +17% 0.1% $65,534,000
JENNISON ASSOCIATES LLC 1.2% 898,056 +34% 0.04% $64,049,353
NORTHERN TRUST CORP 1.2% 862,180 -0.37% 0.01% $61,490,676
MORGAN STANLEY 1.1% 837,247 +17% 0% $59,712,592
Tributary Capital Management, LLC 1.1% 793,600 +91% 2.7% $56,599,604
BANK OF AMERICA CORP /DE/ 1% 772,399 +23% 0% $55,087,474
Heard Capital LLC 1% 756,540 -18% 2.9% $53,956,432
PRICE T ROWE ASSOCIATES INC /MD/ 1% 751,452 +1215% 0.01% $53,594,000

Institutional Holders of Moelis & Co - Moelis Ord Shs Class A (MC) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 740,006 $53,862,252 +$14,530,439 $68.74 25
2025 Q3 76,122,611 $5,426,247,108 +$14,612,540 $71.32 388
2025 Q2 76,041,294 $4,741,771,204 +$154,861,966 $62.32 372
2025 Q1 73,745,480 $4,303,266,167 +$182,076,535 $58.36 376
2024 Q4 71,136,384 $5,255,550,965 -$117,932,420 $73.88 349
2024 Q3 71,715,614 $4,913,490,513 -$81,047,256 $68.51 330
2024 Q2 72,635,219 $4,130,162,810 -$4,389,348 $56.86 292
2024 Q1 72,609,594 $4,121,664,453 +$14,695,073 $56.77 302
2023 Q4 72,396,320 $4,063,585,447 -$31,685,517 $56.13 280
2023 Q3 73,167,808 $3,301,826,106 -$101,552,970 $45.13 267
2023 Q2 75,415,627 $3,417,134,366 +$441,378,569 $45.34 255
2023 Q1 65,761,200 $2,527,543,064 +$68,277,104 $38.44 243
2022 Q4 63,704,415 $2,444,599,537 +$45,217,023 $38.37 237
2022 Q3 62,620,573 $2,117,224,708 +$30,536,792 $33.81 236
2022 Q2 61,581,152 $2,423,240,692 +$93,248,261 $39.35 250
2022 Q1 58,815,372 $2,761,254,230 +$40,706,461 $46.95 266
2021 Q4 57,892,953 $3,618,095,421 +$96,616,998 $62.51 302
2021 Q3 56,162,233 $3,473,977,451 -$21,212,067 $61.87 282
2021 Q2 56,264,949 $3,200,004,662 -$57,842,133 $56.89 261
2021 Q1 57,314,777 $3,144,060,847 +$85,773,449 $54.88 253
2020 Q4 56,100,010 $2,622,031,924 -$41,106,155 $46.76 221
2020 Q3 56,974,692 $1,997,987,505 -$62,687,760 $35.14 181
2020 Q2 58,866,753 $1,833,416,684 +$220,124,019 $31.16 180
2020 Q1 51,846,628 $1,457,167,035 +$163,163,305 $28.10 167
2019 Q4 45,961,379 $1,467,114,293 +$32,185,524 $31.92 180
2019 Q3 44,790,494 $1,471,310,479 -$16,335,897 $32.85 188
2019 Q2 45,228,377 $1,577,282,503 -$538,542 $34.95 189
2019 Q1 45,070,534 $1,870,149,605 +$118,279,239 $41.61 207
2018 Q4 42,338,490 $1,451,435,949 -$67,439,024 $34.38 217
2018 Q3 43,123,012 $2,357,667,721 +$193,124,555 $54.80 207
2018 Q2 39,472,188 $2,309,289,572 +$123,934,426 $58.65 198
2018 Q1 37,410,033 $1,898,300,960 +$383,509,593 $50.85 194
2017 Q4 29,853,269 $1,446,766,294 -$18,069,104 $48.50 178
2017 Q3 30,312,618 $1,305,305,023 +$227,971,641 $43.05 170
2017 Q2 25,049,985 $973,360,106 +$11,767,077 $38.85 143
2017 Q1 24,760,164 $953,055,205 +$333,411,169 $38.50 127
2016 Q4 17,467,227 $592,145,239 +$10,912,547 $33.90 108
2016 Q3 17,298,546 $465,147,227 -$239,942 $26.89 98
2016 Q2 17,378,998 $391,022,204 +$5,727,307 $22.50 92
2016 Q1 17,076,092 $482,036,953 +$11,267,484 $28.23 95
2015 Q4 16,638,533 $485,519,874 +$14,811,179 $29.18 88
2015 Q3 15,932,689 $418,391,714 +$17,537,146 $26.26 81
2015 Q2 15,237,538 $437,466,315 +$34,534,174 $28.71 84
2015 Q1 13,937,618 $419,775,431 -$11,353,987 $30.12 93
2014 Q4 14,141,695 $493,781,901 +$198,640,557 $34.93 99
2014 Q3 8,036,219 $273,942,707 -$1,525,177 $34.15 59
2014 Q2 8,088,346 $270,873,067 +$270,847,058 $33.61 60