Moelis & Co - Class A Common Stock (MC) Institutional Ownership

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

Type / Class
Equity / Class A Common Stock
Symbol
MC on NYSE
Shares outstanding
73,960,821
Price per share
$74.58
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
77,263,791
Total reported value
$5,314,792,440
% of total 13F portfolios
0%
Share change
+1,414,005
Value change
+$94,566,950
Number of holders
393
Price from insider filings
$74.58
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of Moelis & Co - Class A Common Stock (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
LONDON CO OF VIRGINIA 4.1% $228,362,319 3,061,978 The London Company 31 Dec 2025

As of 31 Dec 2025, 393 institutional investors reported holding 77,263,791 shares of Moelis & Co - Class A Common Stock (MC). This represents 104% of the company’s total 73,960,821 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of Moelis & Co - Class A Common Stock (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% 8,809,808 -0.12% 0.01% $605,586,221
VANGUARD GROUP INC 12% 8,509,013 -2.6% 0.01% $584,909,554
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 8.2% 6,033,755 -6.6% 1.1% $414,760,368
WASATCH ADVISORS LP 4.6% 3,432,623 +3.9% 1.4% $235,958,505
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 4.3% 3,194,479 +2.1% 0.03% $219,588,486
LONDON CO OF VIRGINIA 4.1% 3,061,979 -6.2% 1.2% $210,480,800
STATE STREET CORP 3.9% 2,856,379 -1% 0.01% $196,347,492
AMERIPRISE FINANCIAL INC 3.6% 2,678,168 +18% 0.04% $184,097,366
GEODE CAPITAL MANAGEMENT, LLC 2.8% 2,085,586 +0.06% 0.01% $143,380,880
GOLDMAN SACHS GROUP INC 2.5% 1,876,472 +5% 0.02% $128,988,718
TIMUCUAN ASSET MANAGEMENT INC/FL 1.9% 1,405,796 -1.1% 3.1% $96,634,413
HighTower Advisors, LLC 1.9% 1,385,692 +10% 0.1% $95,252,502
Madison Asset Management, LLC 1.6% 1,218,178 -5.1% 0.96% $83,737,560
DIMENSIONAL FUND ADVISORS LP 1.6% 1,216,644 +9.5% 0.02% $83,640,943
JPMORGAN CHASE & CO 1.4% 1,025,893 +6.6% 0% $70,519,885
NATIXIS ADVISORS, LLC 1.4% 1,019,832 +11% 0.1% $70,103,000
Bank of New York Mellon Corp 1.4% 1,004,824 -19% 0.01% $69,071,561
Heard Capital LLC 1.3% 981,510 +30% 3.2% $67,468,997
WELLS FARGO & COMPANY/MN 1.3% 940,910 +1.8% 0.01% $64,678,137
JENNISON ASSOCIATES LLC 1.3% 935,531 +4.2% 0.04% $64,308,401
Balyasny Asset Management L.P. 1.2% 885,321 0.11% $60,856,966
PRICE T ROWE ASSOCIATES INC /MD/ 1.1% 825,722 +9.9% 0.01% $56,761,000
MORGAN STANLEY 1.1% 813,212 -2.9% 0% $55,900,306
NORTHERN TRUST CORP 1.1% 786,698 -8.8% 0.01% $54,077,621
Capital World Investors 0.97% 719,000 0% 0.01% $49,424,060

Institutional Holders of Moelis & Co - Class A Common Stock (MC) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 77,263,791 $5,314,792,440 +$94,566,950 $68.74 393
2025 Q3 75,763,486 $5,400,634,172 -$11,459,378 $71.32 394
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